北京德恒（太原）律师事务所 关于大秦铁路股份有限公司 召开 2025 年第二次临时股东会的 法律意见 地址 Add： 山西省太原市长风商务区长兴路 1 号华润大厦 T6 座 30、31 层 电话 Tel： 0351-8395811 传真 Fax： 0351-8395822 邮编：030006 关于大秦铁路股份有限公司召开 北京德恒（太原）律师事务所 2025 年第二次临时股东会的法律意见 北京德恒（太原）律师事务所 关于大秦铁路股份有限公司 召开 2025 年第二次临时股东会的 法律意见 致：大秦铁路股份有限公司 北京德恒（太原）律师事务所（以下简称"本所"）接受贵公司的委托，指派 翟颖、刘家楷律师出席贵公司 2025 年第二次临时股东会（以下简称"本次股东会"）， 并依据《中华人民共和国公司法》（以下简称《公司法》）《上市公司股东会规则》 （以下简称《股东会规则》）以及《大秦铁路股份有限公司章程》（以下简称《公 司章程》）的有关规定,就贵公司本次股东会的召集、召开程序、出席会议人员资格 和召集人资格、会议表决程序和表决结果等有关事项出具法律意见。 - 1 - 关于大秦铁路股份有限公司召开 北京德恒（太原）律 ...

Core Viewpoint - The Daqin Railway is experiencing high coal transportation volumes, with daily shipments exceeding 1.2 million tons, driven by seasonal demand due to winter heating needs [1][3]. Group 1: Transportation Volume - As of November 17, the coal transportation volume for Daqin Railway in November reached 21.166 million tons, with an average daily dispatch of 1.245 million tons, representing an increase of 239,000 tons compared to the previous period [5]. - The daily transportation volume has consistently remained above 1.2 million tons, indicating robust operational performance [3]. Group 2: Seasonal Impact - The recent strong cold air has led to significant wind and temperature drops across many regions in China, contributing to the peak season for coal transportation as northern areas begin heating [3]. - The Daqin Railway serves as a crucial channel for transporting western coal to eastern regions, highlighting its strategic importance in meeting seasonal energy demands [3].

Core Viewpoint - The article highlights the impact of strong cold air on coal transportation in China, particularly through the Daqin Railway, which is crucial for transporting coal from the west to the east during the winter heating season [1] Group 1: Weather Impact - Recent strong cold air has led to significant wind and temperature drops across multiple regions in China [1] - The onset of winter heating in northern China has increased the demand for coal transportation [1] Group 2: Coal Transportation Statistics - Daqin Railway, a key channel for coal transportation, is currently experiencing high operational levels, with daily coal transport volumes exceeding 1.2 million tons [1] - As of November 17, the coal transport volume for Daqin Railway in November reached 21.166 million tons, with an average daily dispatch of 1.245 million tons, reflecting a month-on-month increase of 239,000 tons [1]

Core Viewpoint - The article highlights the impact of strong cold air on various regions in China, leading to significant wind and temperature drops, which in turn has increased coal transportation activities as winter heating begins [1] Group 1: Weather Impact - Strong cold air has caused wind and temperature drops across multiple regions in China [1] - The onset of winter heating in northern China has led to a peak in coal transportation [1] Group 2: Coal Transportation - The Daqin Railway serves as a major channel for coal transportation from the west to the east of China [1] - Coal transportation has been operating at a high level, with daily transport volumes exceeding 1.2 million tons [1] - As of November 17, the coal transport volume for November reached 21.166 million tons, with an average daily dispatch of 1.245 million tons, reflecting an increase of 239,000 tons compared to the previous period [1]

（文章来源：证券时报网） 据iFinD统计，截至11月14日，沪深两市共有99股连续5日或5日以上获融资净买入。连续获融资净买入 天数最多的股票是大秦铁路，连续13个交易日获净买入；连续获融资净买入天数较多的还有众生药业、 吉电股份、安诺其、西藏珠峰、博实股份、海新能科、江苏博云、星球石墨等股。 ...

Group 1 - The core transaction of Daqin Railway on November 14 involved 1.13 million shares, with a total transaction value of 6.4523 million yuan, accounting for 1.38% of the total trading volume for the day [1][2] - The transaction price was 5.71 yuan per share, which remained unchanged compared to the market closing price of 5.71 yuan [1][2]

Core Viewpoint - Daqin Railway (601006) has seen significant financing activity, with a net buy of 2.47 million yuan on November 13, 2025, and a total financing balance of 2.048 billion yuan, indicating strong investor interest in the stock [1][4]. Financing Summary - On November 13, 2025, Daqin Railway had a financing buy of 96.67 million yuan and a financing repayment of 94.19 million yuan, resulting in a net financing buy of 2.47 million yuan [1]. - The financing balance reached 2.048 billion yuan, with a net buy occurring in 16 out of the last 20 trading days [1]. - The financing net buy for the previous trading days was as follows: - November 12: 21.78 million yuan - November 11: 32.89 million yuan - November 10: 106 million yuan - November 7: 41.37 million yuan [2]. Margin Trading Summary - On November 13, 2025, the margin trading saw a net sell of 24,700 shares, with a remaining margin of 2.5789 million shares [3]. - The margin balance was reported at 14.7513 million yuan on the same day [3]. - The net sell figures for the previous trading days were: - November 12: 141,500 shares - November 11: -54,500 shares (indicating a net buy) - November 10: -30,500 shares (indicating a net buy) - November 7: -29,100 shares (indicating a net buy) [3]. Overall Margin Trading Balance - The total margin trading balance reached 2.063 billion yuan on November 13, 2025, reflecting a slight increase of 261,540 yuan or 0.13% from the previous day [4]. - The margin trading balance changes for the previous days were: - November 12: 2.061 billion yuan (increase of 22.5689 million yuan) - November 11: 2.038 billion yuan (increase of 32.5557 million yuan) - November 10: 2.005 billion yuan (increase of 106 million yuan) - November 7: 2.668 billion yuan (increase of 41.2039 million yuan) [4].

Core Insights - As of November 10, a total of 95 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more [1] - The stock with the longest consecutive net inflow is Daimei Co., which has seen net buying for 17 trading days [1] - Other notable stocks with significant consecutive net inflows include Qiangrui Technology, Daqin Railway, Dingyang Technology, Zhenhua Co., Hangzhou Kelin, Beijing Keri, Renfu Pharmaceutical, and Kaichuang Electric [1]

Summary of Key Points Core Viewpoint - A significant block trade of Daqin Railway occurred on November 10, with a transaction volume of 2.6 million shares and a transaction value of 13.52 million yuan, indicating a discount of 9.41% compared to the closing price of the day [2] Group 1: Block Trade Details - The block trade involved a transaction volume of 2.6 million shares [2] - The transaction amount was 13.52 million yuan [2] - The transaction price was 5.20 yuan per share, reflecting a discount of 9.41% relative to the closing price of the day [2] Group 2: Market Performance - Daqin Railway's closing price on the same day was 5.74 yuan, with a turnover rate of 1.46% [2] - The total trading volume for the day was 1.687 billion yuan, with a net outflow of 489 million yuan in main funds [2] - Over the past five days, the stock has seen a cumulative decline of 0.35% and a total net outflow of 735 million yuan [2] Group 3: Margin Financing Data - The latest margin financing balance for Daqin Railway is 1.885 billion yuan, which has increased by 134 million yuan over the past five days, representing a growth rate of 7.68% [2]

Group 1 - The core transaction involved Daqin Railway, with a total of 2.6 million shares traded, amounting to 13.52 million yuan, which represents 0.79% of the total trading volume for the day [1] - The transaction price was set at 5.2 yuan per share, reflecting a discount of 9.41% compared to the market closing price of 5.74 yuan [1]