证券代码：600528 证券简称：中铁工业 编号：临 2025-022 中铁高新工业股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误 导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法 律责任。 重要内容提示： ? 中铁高新工业股份有限公司（以下简称公司）股票于 2025 年 7 月 过 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异 常波动情形。 ? 经公司自查并向控股股东核实，截至本公告披露日，不存在应披露 而未披露的重大事项。 ? 敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 经公司自查，目前公司生产经营情况正常，市场环境、行业政策等未 发生重大变化。 （二）重大事项情况 经公司自查及向控股股东中国中铁核实，截至本公告披露日，公司、 中国中铁均不存在涉及本公司应披露而未披露的重大事项，除中国中铁正 在实施的对公司股份进行增持的计划外（已于 2025 年 5 月 8 日披露《关 于控股股东增持公司股份计划的公告》，公告编号：临 2025-016），无 涉及公司的重大资产重组、股份发行、重大交易类事项、业务重组、股份 回 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误 导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法 律责任。 重要内容提示： 中铁高新工业股份有限公司（以下简称公司）股票于 2025 年 7 月 21 日、7 月 22 日、7 月 23 日连续 3 个交易日收盘价格涨幅偏离值累计超 过 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异 常波动情形。 经公司自查并向控股股东核实，截至本公告披露日，不存在应披露 而未披露的重大事项。 证券代码：600528 证券简称：中铁工业 编号：临 2025-022 中铁高新工业股份有限公司 敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 股票交易异常波动公告 一、股票交易异常波动的具体情况 公司股票于 2025 年 7 月 21 日、7 月 22 日、7 月 23 日连续 3 个交易 日收盘价格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》 的有关规定，属于股票交易异常波动情形。 二、公司关注并核实的相关情况 针对公司股票交易异常波动的情况，公司对有关事项进行了核查，并 发函向控股股东中国中铁股份有限公司（以下简 ...

3连板中铁工业：生产经营正常 无应披露而未披露的重大事项 智通财经7月23日电，中铁工业(600528.SH)发布异动公告，公司生产经营正常，市场环境、行业政策等 未发生重大变化，不存在应披露而未披露的重大事项。此外，公司控股股东中国中铁正在实施对公司股 份的增持计划。 ...

证券时报·数据宝统计显示，涨停个股中，主板有50只，北交所1只，创业板6只，科创板1只。以所属行 业来看，上榜个股居前的行业有机械设备、建筑装饰、基础化工行业，上榜个股分别有12只、7只、6 只。 涨停股中，*ST生物、ST金鸿等7只股为ST股。连续涨停天数看，*ST亚振已连收7个涨停板，连续涨停 板数量最多。从收盘涨停板封单量来看，中国电建最受资金追捧，收盘涨停板封单有75033.27万股，其 次是西藏天路、中铁工业等，涨停板封单分别有20645.49万股、9511.49万股。以封单金额计算，中国电 建、西藏天路、中铁工业等涨停板封单资金较多，分别有50.80亿元、26.32亿元、9.52亿元。（数据 宝） 两市涨停股一览 截至收盘，上证指数报收3582.30点，上涨0.01%；深证成指收于11059.04点，下跌0.37%；创业板指下 跌0.01%；科创50指数上涨0.45%。 | 代码 | 简称 | 收盘价（元） | 换手率（%） | 涨停板封单（万股） | 封单资金（万元） | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 601669 | 中国 ...

Core Viewpoint - The super hydropower concept stocks are maintaining strong performance, with multiple stocks hitting the daily limit up in trading [1] Group 1 - Super hydropower concept stocks opened strong, with over ten stocks including Tibet Tianlu, Zhejiang Fu Holdings, China Power Construction, and others reaching the daily limit up [1]

Investment Rating - The industry investment rating is "Overweight (Maintain)" [1] Core Viewpoints - The report highlights the significant investment opportunity presented by the Yarlung Zangbo River hydropower project, which is the largest single investment in clean energy in recent years, with a total investment of approximately 1.2 trillion yuan, expected to generate three times the power output of the Three Gorges Project [5][6] - The establishment of the China Yarlung Group is seen as a key development to ensure the smooth construction and operation of the Yarlung hydropower project, indicating a rapid advancement phase for large strategic projects [5][6] - The report emphasizes the expected increase in demand for construction machinery and equipment due to the scale and complexity of the Yarlung hydropower project, particularly for companies that can provide advanced equipment suitable for harsh high-altitude conditions [6][7] Summary by Sections Industry Overview - The mechanical equipment industry is poised for growth driven by large-scale infrastructure projects like the Yarlung hydropower project, which has a planned installed capacity of approximately 70 million kilowatts and an annual power generation of about 300 billion kilowatt-hours [5][6] Investment Opportunities - Recommended companies for investment include: 1. Tunneling equipment manufacturers: China Railway Construction Heavy Industry, China Railway Industry, and Wuxin Tunneling Equipment 2. Excavators, loaders, cranes, and road machinery: XCMG, SANY Heavy Industry, Zoomlion, LiuGong, and Shantui 3. Cranes: Farlantek [7]

Core Insights - The pumped storage concept sector saw a rise of 3.89%, ranking fourth among concept sectors, with 53 stocks increasing in value [1] - Key performers included BiKang Technology with a 30% limit up, and other notable stocks like China Railway Construction and Zhejiang Fu Holdings also hitting the limit up [1] - The sector experienced a net outflow of 3.99 million yuan in capital, with 18 stocks receiving net inflows, and 7 stocks exceeding 50 million yuan in net inflows [2] Sector Performance - The pumped storage concept was among the top gainers, with a 3.89% increase, while other sectors like hydropower and coal also performed well [2] - The leading stocks in terms of net capital inflow included Tebian Electric, China Power Construction, and Zhejiang Fu Holdings, with inflows of 629 million yuan, 266 million yuan, and 131 million yuan respectively [2][3] Stock Specifics - Notable stocks in the pumped storage sector included: - Tebian Electric: 9.98% increase, 12.57% net inflow ratio [3] - China Power Construction: 10.02% increase, 34.84% net inflow ratio [3] - Zhejiang Fu Holdings: 10.03% increase, 9.19% net inflow ratio [3] - Other significant performers included China Railway Construction with a 20.04% increase and a 39.19% net inflow ratio [3] Capital Flow Analysis - The top three stocks by net inflow ratio were: - Dongfang Electric: 69.61% [3] - SuBote: 58.95% [3] - China Railway Industry: 56.26% [3] - The overall capital flow indicated a strong interest in the pumped storage sector despite some stocks experiencing declines [2][6]

Market Overview - A-shares experienced a strong rebound today, with all three major indices reaching new highs for the year [1] - The Shanghai Composite Index rose by 0.62%, marking its fifth consecutive day of gains, while the Shenzhen Component increased by 0.84% and the ChiNext Index rose by 0.61% [2] - Total market turnover was approximately 1.93 trillion yuan, an increase of 201.5 billion yuan compared to the previous trading day [2] Sector Performance - The infrastructure construction sector remains hot, with significant gains in engineering machinery, civil explosives, and coal mining and processing sectors [4] - Multiple stocks in the "Chinese state-owned enterprises" category saw a surge, with companies like China Energy Engineering, China Railway Industry, and China Tungsten High-Tech hitting the daily limit [4] Engineering Machinery Sector - The engineering machinery sector led the market, with several stocks hitting the daily limit, including Wuxin Tunnel Equipment, Iron Tuo Machinery, and Hengli Drilling Tools [10] - Notable performers included: - Wuxin Tunnel Equipment: +29.99%, 5-day increase of 95.18% [11] - Iron Tuo Machinery: +29.99%, 5-day increase of 68.98% [11] - Hengli Aluminum: +29.97%, 5-day increase of 67.05% [11] - The China Construction Machinery Industry Association reported that excavator sales reached 120,520 units in the first half of 2025, a year-on-year increase of 16.8%, with exports up by 10.2% [12] - The demand for engineering machinery is expected to continue to recover, supported by positive macro policies and increased infrastructure investment [12] Coal Sector - The coal sector saw significant gains in the afternoon, with stocks like Shanxi Coking Coal, Haohua Energy, and Shanmei International hitting the daily limit [14] - Key performers included: - Shanxi Coking Coal: +10.07%, 5-day increase of 17.08% [15] - Haohua Energy: +10.06%, 5-day increase of 14.04% [15] - Shanmei International: +10.04%, 5-day increase of 13.77% [15] - The "double焦" futures contracts also surged, with coking coal futures reaching 1,048.5 yuan/ton and coke futures at 1,697 yuan/ton [16] - Expectations for supportive policies in the coal industry are increasing, which may help reverse the sector's challenges [17]

Group 1 - The launch of the 1.2 trillion yuan Yarlung Tsangpo River hydropower project has ignited the capital market, with 24 concept stocks hitting the daily limit and over 70 stocks experiencing a surge in three days [1][3] - The project involves complex engineering challenges, including the construction of a 50-kilometer water diversion tunnel through the Himalayas, requiring at least 100 high-altitude customized tunnel boring machines (TBMs) and generating an estimated 25 billion yuan in equipment orders [3][4] - The capital influx into the infrastructure sector has exceeded 10 billion yuan in a single day, impacting other sectors such as pharmaceuticals [1][3] Group 2 - Key players in the tunneling equipment industry include companies like China Railway Construction Corporation, which has a significant market share in high-altitude TBMs, and other firms like Hengtong Drilling Tools and Tibet Tianlu, which dominate cement and explosive supplies in the region [4][5] - The project is expected to have a 12-year construction cycle, with orders being released in three phases: immediate focus on civil explosives and cement, mid-term on equipment delivery (2027-2030), and long-term on power generation operations (2030+) [3][4] - The Yarlung Tsangpo project is anticipated to contribute significantly to carbon reduction, with the potential to decrease carbon emissions by 300 million tons annually, showcasing its long-term environmental benefits [4]

A股抽水蓄能板块持续走强，基康技术、冠龙节能、深水规院、中铁工业、中国电建等多股涨停，巨力 索具、长缆科技跟涨。 ...