（於中華人民共和國註冊成立之股份有限公司） （股份代號：00525） 香港交易及結算所有限公司及香港聯合交易所有限公司對本文件的內容概不負責，對 其準確性或完整性亦不發表任何聲明，幷明確表示，概不對因本檔全部或任何部份內 容而産生或因倚賴該等內容而引致的任何損失承擔任何責任。 於本公告發出之日，本公司董事會成員包括： | 執行董事 | | 非執行董事 | | 獨立非執行董事 | | --- | --- | --- | --- | --- | | 蔣 | 輝 | 鐘 寧 | 湯小凡 | | | 陳少宏 | | 李丹江 | 邱自龍 | | | 周尚德 | | 劉啟義 | 王 | 琴 | 证券代码：601333 证券简称：广深铁路 公告编号：2026-001 於其他市場發佈的公告 本公告乃根據《香港聯合交易所有限公司證券上市規則》第 13.10B 條而作出。 茲載列廣深鐵路股份有限公司（「本公司」）在上海證券交易所網站刊登的《關於公 司總會計師離任的公告》，僅供參閱。 承董事會命 廣深鐵路股份有限公司 唐向東 公司秘書 中國·深圳 2026 年 2 月 2 日 广深铁路股份有限公司 关于公司总会计师离任的公告 公司 ...

Investment Rating - The report maintains a "Positive" outlook on the shipping industry, highlighting strong performance in the sector despite seasonal challenges [4]. Core Insights - The shipbuilding sector is expected to show significant earnings growth, with Su Mei Da's Q4 net profit forecasted at 2.5 billion, a year-on-year increase of 71%, driven by strong contributions from shipbuilding and power generation [5]. - The shipping market continues to experience robust demand, with one-year charter rates for VLCCs rising by 2.8% to $64,000 per day, and Cape rates increasing by 8.4% to $28,700 per day [5]. - The report emphasizes the ongoing volatility in oil transportation rates, with VLCC rates experiencing a 62% increase in a single day due to supply-demand imbalances and geopolitical tensions [5]. - The dry bulk shipping market is also showing resilience, with the BDI index rising by 21.9% week-on-week, driven by strong demand from Australia and Brazil [5]. Summary by Sections Shipbuilding Sector - Su Mei Da's Q4 net profit is projected at 2.5 billion, up 71% year-on-year, exceeding expectations [5]. - ST Songfa's Q4 net profit is estimated between 11-14 million, with a net profit margin of 14%, reflecting a 1.6 percentage point increase from Q3 [5]. - Attention is drawn to China Shipbuilding's upcoming full consolidation of assets and the release of high-priced orders in Q1 2026 [5]. Shipping Market - The report notes a continued upward trend in shipping rates, with VLCC rates increasing by 2.8% and Cape rates by 8.4% [5]. - The VLCC average rate rose by 16% week-on-week, reaching $122,326 per day, with Middle East to Far East rates dropping by 25% [5]. - The report highlights the impact of geopolitical tensions on oil transportation, particularly in the context of the Ukraine conflict [5]. Dry Bulk Shipping - The BDI index recorded a 21.9% increase, with Capesize rates rising by 35.8% to $31,809 per day [5]. - Strong demand from Australia and Brazil is noted, with limited supply contributing to higher rates [5]. Air Transportation - The report indicates a significant opportunity for airlines due to rising passenger volumes and historical high load factors, suggesting a potential "golden era" for the industry [5]. - Airlines such as China Eastern Airlines and Spring Airlines are highlighted as key players to watch [5]. Express Delivery - The report anticipates uncertainty in the express delivery sector due to fluctuating demand and industry self-regulation policies, but notes that leading companies like Zhongtong Express and YTO Express are expected to maintain their market share and profitability [5]. Rail and Road Transportation - Rail freight volumes and highway truck traffic are showing resilience, with recent data indicating a slight decline in volumes but overall stability [5]. - The report suggests that high dividend investment themes and potential value management catalysts in the highway sector are worth monitoring [5].

Market Performance - The railway and highway sector increased by 0.24% compared to the previous trading day, with Sichuan Chengyu leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Stock Performance - Sichuan Chengyu (601107) closed at 6.26, up 3.81% with a trading volume of 271,500 shares and a transaction value of 26.97 million [1] - Jilin Expressway (601518) closed at 2.92, up 2.10% with a trading volume of 195,800 shares and a transaction value of 56.81 million [1] - Western Entrepreneurship (000557) closed at 5.10, up 2.00% with a trading volume of 194,100 shares and a transaction value of 98.11 million [1] - Other notable stocks include Shanxi Expressway (000755) at 5.38, up 1.89%, and Iron Dragon Logistics (600125) at 6.58, up 1.39% [1] Capital Flow - The railway and highway sector saw a net inflow of 309 million in main funds, while retail investors experienced a net outflow of 232 million [2] - The main funds' net inflow for Beijing-Shanghai High-Speed Railway (601816) was 2.35 million, while it faced a net outflow of 83.12 million from speculative funds [3] - Other stocks like Guangzhou-Shenzhen Railway (601333) had a main fund net inflow of 1.89 million, but a net outflow of 1.14 million from retail investors [3]

格隆汇1月16日丨ST长园(600525.SH)公布，公司预计2025年度归属于上市公司股东的净利润为-145,000 万元到-108,000万元；公司预计2025年度归属于上市公司股东的扣除非经常性损益的净利润为-115,000 万元到-80,000万元。 ...

Group 1 - The former Party Secretary and General Manager of Guangzhou-Shenzhen Railway Co., Ltd., Hu Lingling, is under investigation for serious violations of discipline and law [1] - The investigation is being conducted by the Central Commission for Discipline Inspection and the Guangdong Provincial Commission for Discipline Inspection [1]

Group 1 - The former Party Secretary and General Manager of Guangzhou-Shenzhen Railway Co., Ltd., Hu Xiangxiang, is under investigation for serious violations of discipline and law [1] - Hu Xiangxiang has held various positions within the railway sector, including roles at the Guangzhou Railway Group and the International Union of Railways [3] - He served as the Executive Director of Guangzhou-Shenzhen Railway in May 2016 and became the General Manager in December of the same year, retiring in April 2024 [5] Group 2 - In the first three quarters of 2025, Guangzhou-Shenzhen Railway achieved total revenue of 21.234 billion yuan and a net profit attributable to shareholders of 1.456 billion yuan, with total assets reaching 36.977 billion yuan [6] - As of January 15, the A-shares of Guangzhou-Shenzhen Railway were priced at 3.03 yuan per share, with a total market capitalization of 19.9 billion yuan [6]

（中央纪委国家监委驻中国国家铁路集团有限公司纪检监察组、广东省纪委监委） 中央纪委国家监委网站讯 据中央纪委国家监委驻中国国家铁路集团有限公司纪检监察组、广东省纪委 监委消息：广深铁路股份有限公司原党委书记、总经理胡酃酃涉嫌严重违纪违法，目前正接受中央纪委 国家监委驻中国国家铁路集团有限公司纪检监察组纪律审查和广东省深圳市监察委员会监察调查。 ...

| 表格序號 | 大股東/董事/最高行政人員名稱 作出披露的 買入 / 賣出或涉及的股 每股的平均價 | | | | | 持有權益的股份數目 佔已發行的 有關事件的 | | --- | --- | --- | --- | --- | --- | --- | | | | 周因 | 份數目 | | | (請參閱上述*註解)有投票權股 (日 / 月 / 年 | | | | | | | | 份百分比 | | | | | | | | (%) | | CS20260108E00554 | 易方达基金管理有限公司 | 1001(L) | | 500.000(L | HKD 2.1972 | 71,934,000(L) 5.03(L)05/01/2026 | 增持后，易方达基金管理有限公司最新持股数目为7193.4万股，持股比例由4.99%上升至5.03%。 | 股份代號: | 00525 | | --- | --- | | 上市法國名稱: | 廣深鐵路股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 12/12/2025 - 12/01/2026 | 格隆汇1月12日丨根据联交所最新权益披露资料显示，20 ...

增持后，易方达基金管理有限公司最新持股数目为7193.4万股，持股比例由4.99%上升至5.03%。 | 股份代號: | 00525 | | --- | --- | | 上市法國名稱: | 廣深鐵路股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 12/12/2025 - 12/01/2026 | 格隆汇1月12日丨根据联交所最新权益披露资料显示，2026年1月5日，广深铁路股份(00525.HK)获易方达基金管理有限公司在场内以每股均价2.1972港元增 持50万股，涉资约109.86万港元。 | 帳格序號 | 大股東/董事/最高行政人員名稱 作出披露的 買入 / 費出或涉及的股 每股的平均價 | | | | | 持有權益的股份數目 佔已發行的 有關事件的 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 原因 | 份數目 | | | (請參閱上述*註解)有投票權股 (日 / 月 / 年 | | | | | | | | | 份百分比 | | | | | | | | | (%) | | | CS20260108E00554 ...

格隆汇1月7日丨ST长园（维权）(600525.SH)公布，公司2026年1月7日收到格力金投出具的《关于减持 计划期限届满暨实施情况的告知函》，截至2026年1月7日，减持计划期限已届满，在减持期间内，格力 金投未减持所持有的长园集团股份，格力金投持有长园集团股份数量及比例未发生变化。 ...