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个别及连带责任。 股票代码：601006 股票简称：大秦铁路 公告编号：【临 2025-081】 大秦铁路股份有限公司 2025 年 10 月大秦线生产经营数据简报 大秦铁路股份有限公司 董 事 会 12025 年 11 月 7 日 2025 年 10 月，公司核心经营资产大秦线完成货物运输量 3,251 万吨，同比下降 4.7%。日均运量 104.9 万吨。大秦线日均开行重车 69.2 列，其中：日均开行 2 万吨列 车 50.9 列。2025 年 1-10 月，大秦线累计完成货物运输量 31,838 万吨，同比减少 0.7%。 以上主要运营数据来自本公司内部统计。运营数据可能在月度之间存在一定差异， 其影响因素包括但不限于市场环境、设备检修和接卸能力等。 ...

Core Viewpoint - The company reported a decline in cargo transportation volume for the Daqin Line in October 2025, indicating potential challenges in operational performance [1] Group 1: Transportation Volume - In October 2025, the Daqin Line completed a cargo transportation volume of 32.51 million tons, representing a year-on-year decrease of 4.7% [1] - The average daily transportation volume was 1.049 million tons [1] - The Daqin Line operated an average of 69.2 heavy trains per day, with 50.9 trains carrying 20,000 tons each [1] Group 2: Cumulative Performance - From January to October 2025, the cumulative cargo transportation volume of the Daqin Line reached 318.38 million tons, showing a year-on-year reduction of 0.7% [1]

Core Viewpoint - The announcement from Daqin Railway indicates a decline in cargo transportation volume for the Daqin Line in 2025, reflecting a slight downturn in operational performance compared to the previous year [1] Summary by Relevant Sections Cargo Transportation Volume - In October 2025, the Daqin Line completed a cargo transportation volume of 32.51 million tons, representing a year-on-year decrease of 4.7% [1] - The average daily transportation volume was 1.049 million tons [1] - The Daqin Line operated an average of 69.2 heavy trains per day, with 50.9 of those being 20,000-ton trains [1] Year-to-Date Performance - From January to October 2025, the cumulative cargo transportation volume of the Daqin Line reached 318.38 million tons, which is a year-on-year decrease of 0.7% [1]

Core Viewpoint - Daqin Railway (601006.SH) reported a decline in cargo transportation volume for the Daqin Line, indicating potential challenges in operational performance [1] Summary by Relevant Sections Cargo Transportation Volume - In October 2025, the Daqin Line completed a cargo transportation volume of 32.51 million tons, representing a year-on-year decrease of 4.7% [1] - The average daily transportation volume was 1.049 million tons [1] - The Daqin Line operated an average of 69.2 heavy trains per day, with 50.9 trains carrying 20,000 tons each [1] Year-to-Date Performance - From January to October 2025, the cumulative cargo transportation volume of the Daqin Line reached 318.38 million tons, showing a year-on-year reduction of 0.7% [1]

Core Viewpoint - The announcement from Daqin Railway indicates a decline in cargo transportation volume for the Daqin Line in 2025, reflecting challenges in operational performance [1] Summary by Relevant Sections Cargo Transportation Volume - In October 2025, the Daqin Line completed a cargo transportation volume of 32.51 million tons, representing a year-on-year decrease of 4.7% [1] - The average daily transportation volume was 1.049 million tons [1] - For the period from January to October 2025, the cumulative cargo transportation volume reached 318.38 million tons, showing a slight year-on-year decline of 0.7% [1] Operational Metrics - The Daqin Line operated an average of 69.2 heavy trains per day, with 50.9 of these being 20,000-ton trains [1]

Core Viewpoint - The announcement from Daqin Railway indicates a decline in cargo transportation volume for the Daqin Line, reflecting challenges in the market environment and operational factors [1] Summary by Relevant Categories Operational Performance - In October 2025, the Daqin Line completed a cargo transportation volume of 32.51 million tons, representing a year-on-year decrease of 4.7% [1] - The average daily transportation volume was 1.049 million tons, with an average of 69.2 heavy trains operated daily [1] - Among these, 50.9 trains were 20,000-ton trains operated daily [1] Year-to-Date Performance - From January to October 2025, the cumulative cargo transportation volume for the Daqin Line reached 318.38 million tons, which is a year-on-year decrease of 0.7% [1] - The operational data is influenced by market conditions, equipment maintenance, and unloading capacity, leading to monthly variations [1]

Group 1 - The core viewpoint indicates that the "insurance capital + industrial capital" may become an important source of incremental funds for the banking sector in the future [2] - The banking sector's holdings are at a historical low, revealing investment value, and the dividend strategy continues to hold allocation value [2] - The dividend sector shows greater allocation value during low interest rate periods, with excess returns negatively correlated with government bond yields [2] Group 2 - As of October 31, 2025, the top ten weighted stocks in the CSI 300 Dividend Low Volatility Index include China Shenhua, Shuanghui Development, Sinopec, Gree Electric Appliances, and others, accounting for a total of 35.78% [2] - The CSI 300 Dividend Low Volatility ETF has seen a net value increase of 59.42% over the past five years, ranking 81 out of 1033 index equity funds [1] - The ETF's highest single-month return since inception was 13.89%, with the longest consecutive monthly gain being five months and a maximum increase of 14.56% [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：601006 股票简称：大秦铁路 公告编号：【临2025-079】 大秦铁路股份有限公司 关于召开2025年第三季度业绩说明会的公告 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个别及连带责任。 重要内容提示： ●会议召开时间：2025年11月12日（周三）上午11:00 - 12:00 ●会议召开方式：上证路演中心网络互动 ●会议召开地点：上海证券交易所上证路演中心 （网址：https://roadshow.sseinfo.com/） ●问题征集方式：投资者可于2025年11月11日（周二）16:00前登录上证路演中心网站首页，点击"提问 预征集"栏目或通过公司邮箱dqtl@daqintielu.com进行提问，公司将在说明会上对投资者普遍关注的问题 进行回答。 大秦铁路股份有限公司（以下简称"公司"）已于2025年10月30日发布2025年第三季度报告，为便于广大 投资者更为全面深入地了解公司经营成果、财务状况，公司计划于2025年11月12日上午11:00-12:00举 ...

Investment Rating - The report maintains a "Recommended" rating for the transportation industry, emphasizing the timely allocation of transportation dividend assets [1]. Core Insights - The resilience of highway performance is highlighted, with a notable inflection point in bulk commodity performance. The report indicates that the transportation sector is currently experiencing a favorable investment environment [1]. Summary by Sections Highway: Stable Growth in Toll Revenue and Resilient Performance - In the first three quarters of 2025, the overall toll revenue of listed highway companies remained stable, with a year-on-year increase of 2.4% [4][7]. - The net profit growth rate for the highway sector in Q3 2025 was 7.1%, with notable performers including Ganyue Expressway (+64.7%) and Zhongyuan Expressway (+43.8%) [10][11]. - Current dividend yields for highway companies as of October 31, 2025, show Sichuan Chengyu at 5.1%, followed by Guangdong Expressway A and Shandong Expressway at 4.5% each [17][18]. Port: Slight Recovery in Bulk Cargo and Mixed Overall Performance - In Q3 2025, the total cargo throughput of national ports increased by 5.8% year-on-year, with container throughput rising by 5.2% [19][21]. - The port industry achieved a net profit of 97.9 billion yuan in Q3 2025, a decrease of 7.4% year-on-year, with Liaoport Co. leading in performance growth at +37.5% for the first three quarters [25][27]. - Current dividend yields for major ports include Tangshan Port at 5.0% and Qingdao Port at 3.7% [17][18]. Railway: Improvement in Q3 Performance - The railway sector showed a sequential improvement in Q3 2025, with key companies like Beijing-Shanghai High-Speed Railway reporting a net profit of 39.86 billion yuan, up 8.96% year-on-year [11][12]. - Current dividend yields for railway companies include Daqin Railway at 4.7% and Beijing-Shanghai High-Speed Railway at 2.3% [17][18]. Bulk Supply Chain: Continuous Recovery in Operating Environment - Xiamen Xiangyu reported a significant net profit increase of 443.17% in Q3 2025, indicating a strong upward trend [4][28]. - Xiamen Guomao turned profitable in Q3 2025, reflecting a stabilization in operations despite a year-on-year decline of 18.94% in the first three quarters [4][28]. Investment Recommendations - The report suggests a continued positive outlook for A/H shares in transportation dividend assets, emphasizing the importance of industrial logic and valuation elasticity [4]. - Key recommendations include Sichuan Chengyu and Wuhu Expressway for highways, and Tangshan Port and Qingdao Port for ports, highlighting their strong dividend yields and growth potential [4].

证券日报网讯11月3日晚间，大秦铁路（601006）发布公告称，截至2025年10月31日，公司通过上海证 券交易所交易系统以集中竞价交易方式已累计回购公司股份866，500股，占公司总股本的比例为 0.0043%。 ...