重要内容提示： 中国中车股份有限公司（以下简称"公司"）预计 2025 年半年度实现归属于 上市公司股东的净利润 67.22 亿元—75.62 亿元，与上年同期（法定披露数据） 相比，预计增加 25.21 亿元—33.61 亿元，同比增长 60%-80%。 一、本期业绩预告情况 （一）业绩预告期间 （二）业绩预告情况 的净利润 67.22 亿元—75.62 亿元，与上年同期（法定披露数据）相比，将增加 润 62.16 亿元－70.56 亿元，与上年同期（法定披露数据）相比，将增长 28.56 亿元－36.96 亿元，同比增长 85%-110%。 证券代码：601766（A 股） 股票简称：中国中车（A 股） 编号：临 2025-027 证券代码： 1766（H 股） 股票简称：中国中车（H 股） 中国中车股份有限公司 本公司董事会及全体董事保证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法律责任。 二、上年同期业绩情况 公司不存在影响本次业绩预告内容准确性的重大不确定因素。 五、其他说明事项 以上预告数据仅为初步核算数据，准确的财务数据以公司正式披露的 2025 ...

| 证券代码：601766（A | | 股） | 股票简称：中国中车（A | 股） | 编号：临 | 2025-027 | | --- | --- | --- | --- | --- | --- | --- | | 证券代码： | 1766（H | 股） | 股票简称：中国中车（H | 股） | | | 中国中车股份有限公司 2025 年 1 月 1 日至 2025 年 6 月 30 日。 （二）业绩预告情况 1. 经公司财务部门初步测算，预计 2025 年半年度实现归属于上市公司股东 的净利润 67.22 亿元—75.62 亿元，与上年同期（法定披露数据）相比，将增加 25.21 亿元—33.61 亿元，同比增长 60%-80%。 2. 预计 2025 年半年度实现归属于上市公司股东的扣除非经常性损益的净利 润 62.16 亿元－70.56 亿元，与上年同期（法定披露数据）相比，将增长 28.56 亿元－36.96 亿元，同比增长 85%-110%。 （三）本次业绩预告未经注册会计师审计。 2025 年半年度业绩预增公告 本公司董事会及全体董事保证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 ...

此前一位不愿具名的磁悬浮专家告诉澎湃新闻记者，交通运输工具商业运营首先必须要过安全 关。按照规定，高速磁悬浮技术还要走安全评估审批等系列流程，其中每一台系统设备都要进 行型式试验和认证、安全评估和认证等工作。例如，列车跑到最高速度600公里/小时，意味 时速600公里贴地飞行，超导电动高速磁浮列车首次亮相！ "时速600公里的超导电动高速磁浮列车项目目前进展顺利，第一阶段的工程样车已于2024年 7月圆满完成研制。" 7月9日，在国家铁道试验中心现场，中车长客股份公司（以下简称"中 车长客"）高级工程师邵南在接受澎湃新闻记者采访时表示。 7月8日至10日，第十七届中国国际现代化铁路技术装备展览会在北京举行，分别在国家会议 中心展区与国家铁道试验中心展区同步开展。其中，国家铁道试验中心室外展区堪称"硬核"看 点——常导高速磁浮车、超导高速磁浮车及常导中低速磁浮车实车集体亮相。其中，中车长客 首次亮相了时速600公里超导电动高速磁浮列车。 时速600公里超导电动高速磁浮列车在国家铁道实验中心现场展示 据了解，超导电动高速磁浮列车，主要利用车载超导磁体与轨道线圈间的电磁感应实现磁浮运 行，最高设计速度为时速600公 ...

金十图示：2025年07月11日（周五）富时中国A50指数成分股午盘收盘行情一览：成分股多数飘红，银行板块涨跌不一 2391.62亿市值 7 1939.56亿市值 7462.81亿市值 25.60亿成交额 4.51亿成交额 7.31亿成交额 15.44 30.50 9.43 +0.60(+2.01%) +0.22(+1.45%) +0.02(+0.21%) 证券 电池 中信证券 宁德时代 国泰海通 CATL 4317.23亿市值 3577.07亿市值 12431.42亿市值 40.76亿成交额 33.75亿成交额 30.56亿成交额 272.66 20.29 29.13 +0.90(+3.19%) +0.66(+0.24%) +0.90(+4.64%) 消费电子 互联网服务 东方财富 工业富联 立讯精密 5173.39亿市值 2601.30亿市值 3841.96亿市值 20.54亿成交额 152.25亿成交额 14.87亿成交额 35.87 24.31 26.05 -0.11(-0.42%) +0.11(+0.31%) +1.16(+5.01%) 家电行业 食品饮料 格力电器 海尔智家 海天味业 油气电子 2 ...

Core Viewpoint - The first prototype of a superconducting electric high-speed maglev train, capable of reaching speeds of 600 kilometers per hour, has successfully completed its development phase as of July 2024 [1] Group 1: Company Developments - CRRC Changchun Railway Vehicles Co., Ltd. (referred to as "CRRC Changchun") announced the successful completion of the first phase of the superconducting electric high-speed maglev train project [1] - The prototype was showcased during the 17th China International Modern Railway Technology and Equipment Exhibition held in Beijing from July 8 to 10 [1] Group 2: Industry Highlights - The outdoor exhibition area at the National Railway Test Center featured various maglev train models, including conventional high-speed maglev trains and superconducting high-speed maglev trains [1] - The event highlighted significant advancements in railway technology, with the superconducting high-speed maglev train being a key focus [1]

2025年，中国，CR450动车组样车跑出每小时450公里的全球最快速度，再次刷新纪录。 从时速24公里到时速450公里，跨越200年的巨变令人振奋。在这样特殊的节点，第十二届世界高速铁路 大会于7月8日至11日在北京举办。透过本届大会，能观察到哪些新动向？ 铁路诞生200年了。 1825年，英国，斯托克顿—达灵顿铁路正式通车，列车最高运行时速24公里； 中国高铁里程占世界高铁总里程的70%以上 世界高铁看中国 "中国高铁，实现了从追赶到领跑。""中国高铁，站上了世界舞台中央。"在第十二届世界高铁大会上， 不少人如此感慨。 数据为证—— 15年前，第七届世界高铁大会首次在中国举办，彼时中国高铁里程仅7531公里。 15年后，世界高铁大会再次来到中国，中国高铁营业总里程已达4.8万公里，覆盖全国97%的50万人口 以上城市，占世界高铁总里程的70%以上。 15年间，中国高铁里程增加了5倍多，重塑了世界高铁格局。 实力说话—— 一列车，树起高铁技术国际标杆。 搭载永磁牵引电机"心脏"、穿着一体化全包覆结构"铠甲"，本届世界高铁大会上，CR450动车组样车是 当之无愧的明星。 作为中国研制的最新一代动车组列车，CR ...

Core Viewpoint - The China Securities 800 Capital Goods Index has shown a mixed performance, with a recent increase in the short term but a decline year-to-date, reflecting the overall market conditions and sector performance [2]. Group 1: Index Performance - The China Securities 800 Capital Goods Index rose by 5.14% over the past month and 10.47% over the last three months, but has decreased by 0.94% year-to-date [2]. - The index is designed to reflect the performance of listed companies in the capital goods sector, with a base date of December 31, 2004, set at 1000.0 points [2]. Group 2: Index Composition - The top ten weighted companies in the index include CATL (15.72%), China State Construction (2.95%), and others, with the total weight of these companies significantly impacting the index [2]. - The index's holdings are split between the Shanghai Stock Exchange (50.88%) and the Shenzhen Stock Exchange (49.12%) [2]. Group 3: Sector Allocation - The sector allocation of the index shows that electrical equipment constitutes 46.13%, machinery manufacturing 28.22%, aerospace and defense 12.37%, construction decoration 12.30%, and environmental protection 0.97% [2]. Group 4: Index Adjustment Mechanism - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [3]. - Weight factors are generally fixed until the next scheduled adjustment, with provisions for temporary adjustments in special circumstances [3].

Group 1: Market Overview - The FTSE China A50 Index components showed a positive trend with insurance, oil, and securities sectors rising significantly, while the banking sector also performed well [1][6]. Group 2: Sector Performance - The insurance sector, including companies like China Life and Ping An, saw increases in market capitalization, with China Life at 1,387.12 billion and Ping An at 1,036.22 billion, reflecting gains of 2.05% and 2.04% respectively [3]. - The oil sector, represented by Sinopec and PetroChina, also experienced growth, with Sinopec's market cap at 698.73 billion and PetroChina at 1,588.62 billion, both showing positive changes of 1.17% and 1.41% respectively [3]. - The semiconductor industry, including Northern Huachuang and Cambrian, faced slight declines, with Northern Huachuang down by 1.43% [3]. - The beverage sector, particularly Kweichow Moutai, reported a market cap of 1,780.16 billion, with a minor decrease of 0.13% [3]. Group 3: Trading Volume - Trading volumes varied across sectors, with the insurance sector leading with a total trading volume of 24.01 billion for Ping An, while the semiconductor sector had lower volumes, with Northern Huachuang at 9.73 billion [3][4]. - The automotive sector, represented by BYD, had a significant trading volume of 47.62 billion, indicating strong investor interest [3].

本周观点 行 行业周报 业 美越达成贸易协议，关注美国关税政策变化下出口链走向 商品征收 20%关税，对通过越南转运输美的其他国家商品征收 40%关税，而 越南将对美国"完全开放市场"，美国企业能以零关税向越南销售产品。我 们认为，此次美国对越商品征收20%关税低于此前提议的46%关税计划，40% 转运关税模式大概率将成为近期美国关税谈判模板，建议关注美国关税政策 变化下出口链走向。 | 研 | | | | | | | | | | ——机械设备行业周报 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 究 | 分析师： | 宁前羽 | | SAC | | NO： | | S1150522070001 | | 年 月 2025 07 09 | | 日 | | | 机械设备 | | | | | | | | | | | | | | | | 投资要点： | | | | | | | | | | | | 证券分析师 | |  行业要闻 | | | | | | | | | | | | 宁前羽 | ...

Market Overview - The FTSE China A50 Index components showed varied performance, with the liquor sector rising throughout the day while the semiconductor sector experienced a decline in the afternoon [1] Insurance Sector - China Life Insurance, China Pacific Insurance, and Ping An Insurance had market capitalizations of CNY 376.78 billion, CNY 356.91 billion, and CNY 1,017.95 billion respectively, with trading volumes of CNY 0.75 billion, CNY 2.22 billion, and CNY 0.84 billion [3] - The stock prices changed as follows: China Life Insurance decreased by CNY 0.73 (-1.93%), China Pacific Insurance decreased by CNY 0.55 (-0.97%), and Ping An Insurance decreased by CNY 0.14 (-1.62%) [3] Liquor Industry - Kweichow Moutai, Shanxi Fenjiu, and Wuliangye had market capitalizations of CNY 1,782.39 billion, CNY 217.50 billion, and CNY 472.00 billion respectively, with trading volumes of CNY 3.95 billion, CNY 2.00 billion, and CNY 2.48 billion [3] - Stock price changes included Kweichow Moutai increasing by CNY 2.38 (+1.35%), Shanxi Fenjiu increasing by CNY 0.82 (+0.68%), and Wuliangye increasing by CNY 2.77 (+0.20%) [3] Semiconductor Sector - Northern Huachuang, Cambricon Technologies, and Hygon had market capitalizations of CNY 238.96 billion, CNY 223.82 billion, and CNY 314.69 billion respectively, with trading volumes of CNY 1.47 billion, CNY 1.23 billion, and CNY 2.64 billion [3] - The stock prices changed as follows: Northern Huachuang decreased by CNY 7.77 (-1.43%), Cambricon Technologies decreased by CNY 1.51 (-1.10%), and Hygon decreased by CNY 2.82 (-0.84%) [3] Automotive Sector - BYD, Great Wall Motors, and Beijing-Shanghai High-Speed Railway had market capitalizations of CNY 187.27 billion, CNY 1,790.16 billion, and CNY 280.83 billion respectively, with trading volumes of CNY 3.97 billion, CNY 0.31 billion, and CNY 0.56 billion [3] - Stock price changes included BYD decreasing by CNY 1.08 (-0.33%), Great Wall Motors decreasing by CNY 0.08 (-0.36%), and Beijing-Shanghai High-Speed Railway increasing by CNY 0.03 (+0.53%) [3] Shipping and Oil Sector - COSCO Shipping Holdings, Sinopec, and PetroChina had market capitalizations of CNY 235.91 billion, CNY 688.67 billion, and CNY 1,570.32 billion respectively, with trading volumes of CNY 0.77 billion, CNY 1.08 billion, and CNY 0.76 billion [3] - The stock prices changed as follows: COSCO Shipping Holdings remained unchanged, Sinopec decreased by CNY 0.09 (-0.59%), and PetroChina increased by CNY 0.01 (+0.12%) [3] Coal and Battery Sector - China Shenhua, Shaanxi Coal and Chemical Industry, and CATL had market capitalizations of CNY 185.95 billion, CNY 745.07 billion, and CNY 1,234.66 billion respectively, with trading volumes of CNY 0.79 billion, CNY 0.69 billion, and CNY 7.95 billion [3] - Stock price changes included China Shenhua increasing by CNY 7.49 (+2.84%), Shaanxi Coal and Chemical Industry decreasing by CNY 0.22 (-0.58%), and CATL increasing by CNY 0.03 (+0.16%) [3] Other Sectors - Various sectors such as food and beverage, electronics, and pharmaceuticals showed mixed performance in terms of market capitalization and stock price changes [4]