Core Viewpoint - On September 8, Daqin Railway announced that its core operating asset, the Daqin Line, achieved a cargo transportation volume of 32.3 million tons in August 2025, representing a year-on-year increase of 3.03% [2] Summary by Category - **Company Performance** - Daqin Railway's cargo transportation volume reached 32.3 million tons in August 2025 [2] - This figure reflects a growth of 3.03% compared to the previous year [2] - **Industry Context** - The increase in cargo transportation volume indicates a positive trend in the railway transportation sector [2] - The performance of Daqin Railway may serve as a benchmark for other companies in the industry [2]

Core Insights - The company reported that in August, its core operating asset, the Daqin Line, achieved a cargo transportation volume of 32.3 million tons, representing a year-on-year increase of 3.03% [1] - The average daily transportation volume was 1.0419 million tons [1] - The Daqin Line operated an average of 67.7 heavy trains per day, with an average of 48.5 trains carrying 20,000 tons each [1]

Core Viewpoint - The company reported a year-on-year increase in cargo transportation volume for the Daqin Line, indicating stable operational performance despite a slight decline in cumulative volume for the year-to-date period [1] Group 1: Operational Performance - In August 2025, the Daqin Line achieved a cargo transportation volume of 32.3 million tons, representing a year-on-year growth of 3.03% [1] - The average daily transportation volume for the Daqin Line was 1.0419 million tons [1] - The average number of heavy trains operated daily was 67.7, with 48.5 trains carrying 20,000 tons each [1] Group 2: Year-to-Date Performance - From January to August 2025, the cumulative cargo transportation volume for the Daqin Line was 252.82 million tons, showing a year-on-year decrease of 0.63% [1]

股票代码：601006 股票简称：大秦铁路 公告编号：【临2025-063】 大秦铁路股份有限公司 2025 年 8 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 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。 2025年8月，公司核心经营资产大秦线完成货物运输量3230万吨，同比 增长3.03%。日均运量104.19万吨。大秦线日均开行重车67.7列，其中：日均 开行2万吨列车48.5列。2025年1-8月，大秦线累计完成货物运输量25282万吨， 同比减少0.63%。 12025年9月9日 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。 ...

大秦铁路股份有限公司 2025 年第一次临时股东会 会议资料 董事会办公室 二〇二五年九月 2025 年第一次临时股东会会议资料 大秦铁路股份有限公司 2025 年第一次临时股东会会议议程 一、现场会议召开时间、地点 会议时间：2025 年 9 月 23 日 14:30，为保证会议按时召开，现场登记时间截至 14:20 会议地点：山西省太原市建设北路小东门街口 196 号太铁广场 主持人：董事长陆勇先生 二、网络投票的系统、起止日期和投票时间 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自 2025 年 9 月 23 日至 2025 年 9 月 23 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股东会 召开当日的交易时间段，即 9:15-9:25,9:30-11:30，13:00-15:00；通过互联网投票平 台的投票时间为股东会召开当日的 9:15-15:00。 三、参会人员 （一）股权登记日 2025 年 9 月 17 日下午收盘后，在中国证券登记结算有限责任 公司上海分公司登记在册的全体股东或其授权代表； (二) 公司董事、监事和高级管理人员； 四、会议议程 ...

人民财讯9月8日电，大秦铁路（601006）9月8日晚间公告，2025年8月，公司核心经营资产大秦线完成 货物运输量3230万吨，同比增长3.03%。日均运量104.19万吨。大秦线日均开行重车67.7列，其中：日 均开行2万吨列车48.5列。2025年1—8月，大秦线累计完成货物运输量25282万吨，同比减少0.63%。 ...

Core Viewpoint - The announcement from Daqin Railway indicates a slight increase in cargo transportation volume for the Daqin Line in August 2025, while there is a year-to-date decline in cargo volume for the first eight months of 2025 [1] Group 1: Cargo Transportation Performance - In August 2025, the Daqin Line achieved a cargo transportation volume of 32.3 million tons, representing a year-on-year increase of 3.03% [1] - The average daily transportation volume for August 2025 was 1.0419 million tons [1] - The Daqin Line operated an average of 67.7 heavy trains per day, including 48.5 trains with a capacity of 20,000 tons each [1] Group 2: Year-to-Date Performance - From January to August 2025, the cumulative cargo transportation volume of the Daqin Line was 252.82 million tons, showing a year-on-year decrease of 0.63% [1]

Core Insights - The transportation sector in China is experiencing a continuous recovery, with stable growth in freight volume and inter-regional personnel movement, alongside rapid growth in port cargo throughput and high levels of fixed asset investment [1][2][3] Investment Performance - In July, China's fixed asset investment in transportation reached 306.1 billion yuan, with railways accounting for 77.1 billion yuan, highways 200.5 billion yuan, waterways 17.3 billion yuan, and civil aviation 11.2 billion yuan [2][3] - For the first seven months of the year, total fixed asset investment in transportation was 1.95 trillion yuan, with railway investment growing by 5.6% year-on-year [3] Freight Volume Growth - From January to July, the national railway transported 2.331 billion tons of goods, with a daily average of 183,300 cars, reflecting year-on-year increases of 3.3% and 4.1% respectively [4][6] - In July, the total operating freight volume reached 4.97 billion tons, a year-on-year increase of 3.4%, with rail, road, waterway, and civil aviation freight volumes growing by 4.5%, 3.3%, 3.4%, and 15.3% respectively [6][7] Technological Advancements - The Ministry of Transport emphasized the need to cultivate new productive forces in the transportation sector, focusing on major technological breakthroughs and the development of smart transportation [7][8] - The establishment of the Transportation Big Model Innovation and Industry Alliance marks a shift towards collaborative development in transportation modeling, aiming to leverage artificial intelligence for industry innovation [7][8]

Group 1 - A new insurance-funded private equity firm, Hengyi Chiying, has registered with a fund size of 30 billion yuan, bringing the total number of insurance-funded private equity firms to seven, with a combined trial amount of 222 billion yuan [1][2] - The insurance capital long-term investment reform pilot was approved in October 2023, with China Life and Xinhua Insurance each contributing 25 billion yuan to establish a 50 billion yuan company fund [2] - The investment strategy of these funds focuses on long-term and value investments, particularly in leading companies in the energy and infrastructure sectors, such as China Petroleum and China Shenhua [1][2] Group 2 - Six insurance-funded private equity funds are currently operational, with significant holdings in major companies like China Petroleum and China Shenhua, indicating a strategic shift towards stable, blue-chip stocks [3][4] - The Honghu Zhiyuan Fund has reported substantial holdings, becoming a major shareholder in companies like Sinopec and Daqin Railway, with corresponding market values exceeding 17 billion yuan and 19 billion yuan respectively [3][4] - The funds emphasize a long-term investment approach, aiming to reduce short-term market volatility impacts on financial statements and promote sustainable investment returns [5][6] Group 3 - The total assets of the Honghu Zhiyuan Fund reached 57.11 billion yuan, with a net profit of 9.68 billion yuan in the first half of the year, showcasing the effectiveness of their investment strategy [5] - The insurance companies are committed to establishing private equity funds to leverage their long-term capital advantages, supporting the capital market and aligning with national strategies [6]

Group 1 - A new insurance-funded private equity firm, Hengyi Chiying (Shenzhen) Private Fund Management Co., Ltd., has completed registration with an initial fund size of 30 billion yuan [1] - The total number of insurance-funded private equity firms has reached seven, with a combined trial amount of 222 billion yuan [1][2] - The investment strategy of these firms is focused on long-term and value investments, favoring leading companies in energy and infrastructure sectors such as China Petroleum, China Shenhua, and Daqin Railway [1][4] Group 2 - The first batch of insurance capital long-term investment reforms was approved in October 2023, with China Life and Xinhua Insurance each contributing 25 billion yuan to establish a 50 billion yuan company fund [2] - As of now, six insurance-funded private equity securities investment funds are operational, with significant holdings in major companies [2][3] - The Honghu Zhiyuan Fund has become a major shareholder in China Petroleum and China Shenhua, with holdings valued at approximately 1.857 billion yuan and 2.116 billion yuan respectively [2][3] Group 3 - The Honghu Zhiyuan series of funds emphasizes a long-term investment approach, focusing on stable dividend yields through low-frequency trading and long-term holding [4] - The total assets of the Honghu Zhiyuan Fund I reached 57.112 billion yuan, with a net profit of 9.68 billion yuan in the first half of the year [3][4] - Insurance companies are establishing private equity funds to leverage their long-term investment advantages, supporting the capital market and promoting stable, sustainable investment returns [4]