Group 1 - As of January 27, the A-share margin balance is 27,233.91 billion yuan, a decrease of 20.5 billion yuan from the previous trading day, accounting for 2.61% of the A-share circulating market value [1] - The margin trading volume on the same day was 2,794.96 billion yuan, down by 319.11 billion yuan from the previous trading day, representing 9.56% of the A-share transaction volume [1] - Among the 31 primary industries in Shenwan, 17 industries experienced net financing inflows, with the communication industry leading at a net inflow of 1.11 billion yuan [1] Group 2 - A total of 41 stocks had net financing inflows exceeding 100 million yuan, with Tianfu Communication leading at a net inflow of 756 million yuan [1] - Other stocks with significant net financing inflows include Mingyang Smart Energy, Zijin Mining, New Yisheng, SMIC, Guomao Technology, China Railway, Cambricon, Shengda Resources, and Yuguang Gold Lead [1][2] - Recently, Amazon Web Services announced a price increase of approximately 15% for its EC2 machine learning capacity blocks used for large model training, indicating sustained high demand for AI computing power [2]

Group 1 - The top ten stocks with net financing purchases on January 27 include Mingyang Smart Energy (571 million), Zijin Mining (340 million), SMIC (228 million), China Railway (219 million), Cambricon (209 million), Yuguang Gold Lead (182 million), Chipone (162 million), Chipright (158 million), Industrial Fulian (152 million), and Aotwei (134 million) [1]

证券日报网讯 1月27日，中国中铁在互动平台回答投资者提问时表示，中铁城投"四川天府机场高速、 蒲都高速项目"不属于低效、无效资产处置范畴，是通过股权转让的方式实现资产盘活。公司后续将进 一步加快资产盘活，提升投资经营质效。 （文章来源：证券日报） ...

证券日报网讯 1月27日，中国中铁在互动平台回答投资者提问时表示，公司作为我国基础设施建设的主 力军，努力发挥全产业链优势，参与了多个核电配套项目建设。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 1月27日，中国中铁在互动平台回答投资者提问时表示，2025年以来，公司全面启动 了"隧道、桥梁、四电"等八个典型垂域的AI研发应用工作，系统性、规模化推进人工智能技术与主业深 度融合。截至2025年底，已有六个"先锋"系统行业专用大模型相继发布，形成了显著的集群效应，直接 赋能于勘察设计、施工建造、工业制造、运营维护等具体业务场景，构建了"通用底座+专业纵深"的全 产业链赋能模式。此外，数字化转型在智能建造、装备制造、供应链数智化等方面均有成效。 ...

（文章来源：证券日报） 证券日报网讯 1月27日，中国中铁在互动平台回答投资者提问时表示，中国中铁作为交通建设领域的国 家队、主力军，将依托全产业链优势和投建营一体化能力，聚焦交通基础设施、城市地下管网、生态环 保、新型城镇化等重点领域，以数智化、绿色化、安全化为抓手，积极深度参与2026年国家重大战略实 施和重点领域安全能力建设项目和中央预算投资项目。 ...

Core Viewpoint - China Railway (601390) is enhancing its resource investment and optimizing its organizational layout to align with its strategic planning and core business, actively participating in major infrastructure projects in Hainan and integrating into the four leading industries of tourism, modern services, high-tech industries, and tropical characteristic efficient agriculture [1] Group 1: Strategic Focus - The company is leveraging its advantages in funding, technology, management, and branding as a state-owned enterprise [1] - It is deeply involved in the construction of significant infrastructure in Hainan, aligning with the goals of the Free Trade Port [1] Group 2: Major Projects - China Railway has undertaken various projects including the Ring Island Tourism Road, Airport Expressway, and Phase I of the International Cruise Port [1] - The company is also involved in the construction of the Hainan Commercial Space Launch Site, Haikou Financial Center, and the Hainan Ecological Software Park [1] - Additional projects include the Changhua River water resource allocation and ecological comprehensive management [1]

证券日报网讯 1月27日，中国中铁（601390）在互动平台回答投资者提问时表示，公司是沪港两地整体 上市的中央企业，隶属于国务院国资委管理的综合型建筑产业集团，业务涉及工程建造、设计咨询、装 备制造、特色地产、资产经营、矿产资源、金融物贸等领域。公司作为我国基础设施建设的主力军，努 力发挥全产业链优势，一直积极参与国家重点工程建设。 ...

证券日报网讯1月27日，中国中铁（601390）在互动平台回答投资者提问时表示，公司生产和销售的主 要矿产品不仅包括铜产品，还包括钴、钼、铅、锌等品种。根据公司2025年半年度报告披露，2025年上 半年，公司矿产资源业务生产运营稳健，其中生产阴极铜148789吨，钴金属2830吨，钼金属7103吨，铅 金属5069吨，锌金属12774吨，银金属19吨。具体储量信息请参考公司2025年半年度报告"第三节管理层 讨论与分析报告期内公司所属行业及主营业务情况说明(六)资源利用"。 ...

Market Overview - The infrastructure sector experienced a decline of 2.16% on January 27, with Guosheng Technology leading the drop [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Stock Performance - Notable gainers in the infrastructure sector included: - Huylv Ecological (Code: 001267) with a closing price of 28.09, up 9.98% [1] - ST Lingnan (Code: 002717) with a closing price of 69.T, up 3.68% [1] - Major decliners included: - Guosheng Technology (Code: 603778) with a closing price of 16.85, down 9.21% [2] - China Railway (Code: 601390) with a closing price of 5.54, down 4.48% [2] Trading Volume and Capital Flow - The infrastructure sector saw a net outflow of 1.145 billion yuan from main funds, while retail investors contributed a net inflow of 741 million yuan [2] - The trading volume for Guosheng Technology reached 81.24 million shares, with a transaction value of 1.424 billion yuan [2] Individual Stock Capital Flow - Huylv Ecological had a main fund net inflow of 180 million yuan, while retail investors showed a net outflow of 92.43 million yuan [3] - ST Lingnan experienced a main fund net inflow of 28.66 million yuan, with retail investors showing a net outflow of 16.95 million yuan [3]