证券之星消息，1月6日轨交设备板块较上一交易日上涨2.12%，雷尔伟领涨。当日上证指数报收于 4083.67，上涨1.5%。深证成指报收于14022.55，上涨1.4%。轨交设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301016 | 雷尔伟 | 26.51 | 20.01% | 14.44万 | | 3.59 Z | | 000008 | 神州 高铁 | 3.15 | 10.14% | 203.13万 | | 6.25亿 | | 920541 | 铁大科技 | 13.97 | 5.20% | 5.45万 | | 7527.76万 | | 603680 | 今创重团 | 15.96 | 5.00% | 18.12万 | | 2.78亿 | | 605001 | 威奧股份 | 7.96 | 3.92% | 24.23万 | | 1.93亿 | | 920027 | 交大铁发 | 22.49 | 2.79% | 1.92万 | | 4285.39万 | ...

每经AI快讯，中国中车(01766.HK)涨超3%，截至发稿涨3.04%，报6.11港元，成交额9179.07万港元。 ...

Core Viewpoint - China CNR Corporation Limited (601766) (01766) saw a stock increase of over 3%, currently trading at 6.11 HKD with a transaction volume of 91.79 million HKD, following the announcement of a successful bid for a major contract in the Sydney Metro West project in New South Wales, Australia [1] Group 1: Project Details - The Hong Kong MTR Corporation announced a joint venture with a subsidiary of China CNR to provide new-generation metro trains and related systems for the Sydney Metro West project [1] - The Sydney Metro West is a new underground rail line, spanning 24 kilometers with 9 stations, connecting major commercial and residential areas in Parramatta with Sydney's city center, aiming for service commencement in 2032 [1] Group 2: Company Positioning - China CNR's Vice President Wang Feng stated that the company has previously participated in landmark projects such as the Melbourne Metro and Sydney double-decker trains [1] - The company aims to leverage its technology and experience in building world-leading driverless metro systems to deliver an advanced railway system for Sydney, expressing confidence in successful project delivery and exceeding expectations [1]

Core Viewpoint - China CNR Corporation Limited (01766) has seen a stock increase of over 3%, currently trading at HKD 6.11, with a transaction volume of HKD 91.79 million, following the announcement of a successful bid for a major contract in the Sydney Metro West project in New South Wales, Australia [1]. Group 1 - The Hong Kong MTR Corporation announced a joint venture with a subsidiary of China CNR to provide new-generation metro trains and related systems for the Sydney Metro West project [1]. - The Sydney Metro West is a new underground rail line that spans 24 kilometers and includes 9 stations, connecting the major commercial and residential hub of Parramatta with Sydney's city center, with a target service date of 2032 [1]. - China CNR's Vice President Wang Feng stated that the company has previously participated in landmark projects such as the Melbourne Metro and Sydney double-decker buses, and is confident in delivering an advanced railway system for Sydney, leveraging its technology and experience in developing world-leading driverless metro systems [1].

人民财讯1月6日电，企查查APP显示，近日，华舆甬元战新(宁波)股权投资基金合伙企业(有限合伙)成 立，出资额12亿元，经营范围包含以私募基金从事股权投资、投资管理、资产管理等活动。企查查股权 穿透显示，该企业由中国中车（601766）全资子公司中车资本管理有限公司、宁波市甬元投资基金有限 公司、宁波地铁产业工程有限公司等共同出资。 ...

Summary of National Railway (NR) Annual Working Conference Industry Overview - The conference focused on the railway equipment industry, specifically high-speed rail (HSR) and general railway operations in China. Key Highlights 1. **New Rail/HSR Completion Targets** - NR aims for total new rail/HSR completion of 3,000 km and 2,000 km per annum during 2026-30, which is a 20% reduction compared to the actual completion from 2021-25. This indicates a demand for approximately 140 standard trainsets of multiple units (MU) annually from new line completions [1][2][7]. 2. **Passenger and Freight Volume Growth** - NR projects rail passenger volumes to grow by 3.5% year-on-year and freight volumes by 1.5% year-on-year in 2026, which is a moderation from the previous year's growth rates of 4.2% and 2.1%, respectively [1][5]. 3. **Demand Stability for MUs** - The expected demand for new MUs is projected to remain stable at around 250 standard units annually from 2026 to 2030, considering both new line completions and replacement demand [1][6]. 4. **CR450 Model Development** - The new CR450 "Fuxin" MU is set to complete its model design and operational assessment in 2026, with initial orders expected in early 2027, marking a gradual replacement of the existing CRH "Harmony" MUs [1][6]. 5. **Financial Performance Metrics** - In 2025, total railway fixed asset investment (FAI) reached RMB 901.5 billion, a 6.0% increase from RMB 850.6 billion in 2024. New line additions were 3,109 km, slightly down by 0.1% from 2024 [4]. 6. **Historical High in Revenue** - Total railway transportation revenue achieved RMB 1.02 trillion, reflecting a 3.1% year-on-year increase, surpassing the target of RMB 1.01 trillion set at the beginning of the year [4]. Additional Insights - The dual-track ratio and electrified ratio are targeted to reach 64% and 78% respectively by 2030, compared to 60.8% and 75.8% in 2024 [7]. - The shift in powertrain regulations from diesel engines to power battery systems may influence the demand for new locomotives, potentially reducing tendering demand in 2026-27 [6]. Ratings and Recommendations - Neutral ratings are maintained for Times Electric A (688187.SS) and CRRC A (601766.SS), while Buy ratings are upheld for Times Electric H (3898.HK) and CRRC H (1766.HK) based on valuation and dividend yield considerations [1].

Core Viewpoint - Hong Kong MTR Corporation, in partnership with a subsidiary of CRRC Group, has successfully won the main contract for the Sydney Metro West project in New South Wales, Australia, which aims to enhance connectivity between major commercial and residential areas [1][2] Group 1: Project Details - The Sydney Metro West is a new underground rail line that will span 24 kilometers and include 9 stations, with a target service commencement in 2032 [1] - The New South Wales government is responsible for the infrastructure, while the joint venture will handle the delivery of new driverless trains, signaling systems, communication and control systems, as well as system integration, testing, and operational maintenance [1] Group 2: Company Expertise - Hong Kong MTR Corporation is recognized as a leading global rail operator with extensive experience in railway construction and operations [1] - CRRC Group has previously participated in landmark projects such as the Melbourne Metro and Sydney's double-decker trains, leveraging its technology and experience in developing advanced driverless metro systems [2]

港铁公司公布，与中国中车集团的附属公司组成的联营公司Metro Trains West，已正式受新南威尔士州政府委任，成功夺得悉尼地铁西线的"列车、系统、 营运及维修"核心合约。 悉尼地铁西线为全新的地底铁路线，全长24公里，设有9个车站，目标于2032年投入服务。根据合约，联营公司将负责悉尼地铁西线从建设到营运的全流 程服务。合约总期涵盖约7年的交付期及通车后长达15年的营运与维修期，包括由中国中车量身打造的16列新一代全自动无人驾驶地铁列车。 港铁公司物业及国际业务总监邓智辉表示，港铁拥有丰富的铁路建设及专业营运经验，这次与中国中车联手，结合其作为全球知名轨道车辆供应商的技术 优势，将为该线提供世界级的系统及营运方案，以铁路连接新社区，推动城市前行。 中国中车副总裁王锋表示，非常高兴参与的联营公司能够获批悉尼这个标志性的项目，它将在未来多年为当地的城市发展作出贡献。凭借其在内地及海外 打造世界领先无人驾驶地铁系统的技术与经验，为悉尼打造先进的铁路系统。加上与港铁的紧密合作，有信心能够成功交付本项目，并超越各方期望。 港铁公司公布，与中国中车集团的附属公司组成的联营公司Metro Trains West，已 ...

Core Viewpoint - Hong Kong MTR Corporation, in partnership with a subsidiary of CRRC Group, has successfully won the main contract for the Sydney Metro West project in New South Wales, Australia, which involves providing next-generation metro trains and related systems, as well as system testing and operation [1][2]. Group 1: Project Details - The Sydney Metro West is a new underground rail line that spans 24 kilometers and includes 9 stations, connecting the major commercial and residential hub of Parramatta with Sydney's city center, aiming for service commencement in 2032 [1]. - The infrastructure for the line will be managed by the New South Wales government, while the joint venture will handle various tasks during the delivery phase, including the provision of driverless metro trains, signaling systems, communication and control systems, as well as system integration, testing, and operation post-commencement [1]. Group 2: Company Expertise and Collaboration - Hong Kong MTR Corporation, recognized as a leading global rail operator, possesses extensive experience in railway construction and operations, which will be leveraged in this project [1]. - CRRC's Vice President Wang Feng highlighted the company's involvement in iconic projects such as the Melbourne Metro and Sydney's double-decker trains, emphasizing their confidence in delivering an advanced rail system for Sydney through their collaboration with MTR [2]. - The MTR Corporation has been operating the Sydney Metro Northwest Line since 2019, which will be officially renamed the M1 Metro Northwest and Bankstown Line in August 2024 [2].

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公告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 中國中車股份有限公司 CRRC CORPORATION LIMITED （於中華人民共和國註冊成立的股份有限公司） （股份代碼：1766） 海外監管公告 此海外監管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條發出。 茲載列中國中車股份有限公司（「本公司」）在上海證券交易所網站刊登的《中國中車股 份有限公司關於全資子公司向其參股公司提供擔保的公告》，僅供參閱。 承董事會命 中國中車股份有限公司 董事長 孫永才 ⚫ 担保对象及基本情况 | 被担保人名称 | 本次担保金额 | | 实际为其提供的 | | 是否在前 | 本次担保 | | --- | --- | --- | --- | --- | --- | --- | | | | | 担保余额（不含 | | 期预计额 | 是否有反 | | | | | 本次担保金额） | | 度内 | 担保 | | Metro Trains | 共计折合人民币 ...