中铁电气化局高铁济南维管段枣庄西配电所是京沪高铁（601816）枣庄站的主供电源，还担负枣庄站联络滕州东站、徐州东站的通信、照明等 用电任务，采用10千伏双电源供电，是春运期间电力保供的重点所在。 2月6日，国网枣庄供电公司高新供电中心新城服务站工作人员走进中铁电气化局高铁济南维管段枣庄西配电所，告知电网运行情况，更新双方 联系方式，征求春运期间用电需求，构建高效协同服务春运机制。 针对返乡人员逐日增多的实际，枣庄供电公司在枣庄高铁站站前广场开展用电宣传，向返乡人员递上印有安全用电知识与供电服务热线的定制 台历，询问了解返乡期间用电需求。同时，热心提醒春节期间家庭用电安全注意事项，使用采暖电器务必要检查老旧线路、漏电保护器等。一 位来自峄城区榴园镇的返乡中年人点赞供电服务好，特别是电网架到了榴园田间地头，方便石榴加工用电，让榴农们过上了红红火火的好日 子。(通讯员鞠同心孟祥恒) 枣庄供电公司工作人员主动帮助巡视检查枣庄西配电所设备，重点检查高铁站工作人员应急通道指示灯等设施。针对高铁供电负荷波动大、应 急保障要求高的特点，枣庄供电公司高新供电中心与枣庄西配电所建立"一对一"联动机制，共同研判节日期间潜在风险， ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002357 | 富临运业 | 13.42 | 4.76% | 17.19万 | 2.30亿 | | 000755 | 山西高速 | 5.44 | 3.03% | 25.92万 | 1.42亿 | | 601333 | 广深铁路 | 3.15 | 2.61% | 70.28万 | 2.19亿 | | 601518 | 吉林高速 | 2.93 | 2.45% | 21.26万 | 6188.08万 | | 600125 | 铁龙物流 | 6.47 | 2.21% | 20.43万 | 1.32亿 | | 600548 | 深高速 | 9.12 | 2.01% | 10.11万 | 9190.12万 | | 601006 | 大秦铁路 | 5.09 | 2.00% | 253.32万 | 12.80亿 | | 603069 | 海汽集团 | 23.28 | 1.93% | 9.31万 | 2.16亿 | | 601816 | 京沪高铁 | 4.93 | ...

证券日报网讯2月2日，京沪高铁（601816）在互动平台回答投资者提问时表示，若公司达到业绩预告披 露的标准，公司将按规定履行信息披露义务。 ...

证券日报网讯2月2日，京沪高铁（601816）在互动平台回答投资者提问时表示，公司将持续优化有息债 务结构，降低存量有息债务。公司注重投资者回报，正在拟定公司未来三年分红规划方案，请关注公司 后续的信息披露。 ...

证券日报网讯 2月2日，京沪高铁在互动平台回答投资者提问时表示，公司注重投资者回报，正在拟定 公司未来三年分红规划方案。 （文章来源：证券日报） ...

证券之星消息，2月2日铁路公路板块较上一交易日下跌0.06%，西部创业领跌。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。铁路公路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) | | --- | --- | --- | --- | --- | --- | | 000886 | 海南高速 | 6.60 | 3.77% | 64.05万 | 4.25 乙 | | 001965 | 招商公路 | 9.61 | 2.45% | 28.85万 | 2.79亿 | | 600350 | 山东高速 | 10.21 | 1.90% | 9.72万 | 9927.62万 | | 600377 | 宁沪高速 | 12.09 | 0.50% | 18.99万 | 2.31亿 | | 001317 | 三丰马 | 48.55 | 0.39% | 4.13万 | 2.04亿 | | 600106 | 重庆路桥 | 6.38 | 0.31% | 20.96万 | 1.35亿 | | 601816 | 京沪高铁 | 4.88 | ...

Investment Rating - The report rates the railway and highway industry as "Overweight" [2][4]. Core Insights - The freight volume in China is projected to reach 58.7 billion tons in 2025, with a year-on-year growth of 3.2%. The growth rates for railway, highway, waterway, and civil aviation freight volumes are expected to be 2%, 3.4%, 3.2%, and 13.3% respectively [4]. - Fixed asset investment in transportation is expected to remain high, with an estimated completion of over 3.6 trillion yuan in 2025. The inter-regional personnel flow is projected to reach 66.86 billion person-times, growing by 3.5% year-on-year [4]. - Railway passenger and freight volumes are expected to maintain steady growth, with passenger volume reaching 4.601 billion people and freight volume reaching 5.277 billion tons in 2025, representing year-on-year growth of 6.7% and 2% respectively [4]. - The highway sector is anticipated to improve in 2026 after a slowdown in growth in 2025, with freight volume growth of 3.4% in 2025 [4]. - Investment recommendations include focusing on high dividend stocks and potential market value management catalysts in the highway sector, with specific companies such as Anhui Expressway, Shandong Expressway, and Zhejiang Expressway being highlighted [4]. Summary by Sections Railway Transportation - In 2025, the total passenger turnover is expected to reach 1,639.556 billion person-kilometers, with a year-on-year growth of 3.8%. The total freight turnover is projected to be 3,686.909 billion ton-kilometers, growing by 2.8% [4]. - The investment in railway fixed assets is expected to reach 901.5 billion yuan in 2025, with a year-on-year increase of 6% [4]. Highway Transportation - The growth rate of highway freight volume is expected to slow down in 2025 but is projected to improve in 2026 due to stable demand in highway logistics [4]. Investment Analysis - The report suggests that the highway sector has two main investment themes for the year: traditional high dividend investments and potential market value management catalysts. Recommended companies include Wanhua Expressway, Shandong Expressway, and others [4].

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].

中新网合肥1月30日电 (陈卓然 牛红进)在安徽省滁州市，新建上海至南京至合肥高速铁路(下称沪宁合高 铁)跨京沪高铁立交特大桥的2×32米T构梁29日完成转体，这标志着该特大桥转体施工完成。 1月29日， 沪宁合高铁跨京沪高铁立交特大桥转体施工完成。中国中铁一局集团有限公司 供图 其中，跨越京沪高铁部分采用"2×32米转体T构梁+2×100米T构转体梁"组合设计。2×100米T构梁已于1月 16日转体到位。 此次转体的2×32米转体T构梁全长65.4米，宽12.6米。 该T构梁主墩为圆端型实体墩，承台设转体球铰，转体总重约4800吨，采用悬臂浇筑施工，先平行于既 有高铁预制，转体后与京沪高铁交角呈29度。 为实现安全精准转体，中国中铁一局集团有限公司施工团队采用动态平衡配重法与球铰精准定位牵引系 统，为梁体装上"精密转轴"。 同时，技术人员依托智能监测系统，在施工全程实时采集转体姿态、受力、风速等数据，通过数据终端 动态调控，确保毫米级响应纠偏。 沪宁合高铁是沪渝蓉高铁的东段线路、中国"八纵八横"高速铁路网沿江高铁通道的重要组成部分。该项 目建成后，将在上海大都市圈、南京都市圈和合肥都市圈间建起一条新快速通道 ...

数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据显示：2025年12月中国动车组产量为304辆，同比增长4.1%；2025年中国动车组累 计产量为1994辆，累计增长6.7%。 2020-2025年中国动车组产量统计图 上市企业：中国中车（601766）,中国通号（688009）,思维列控（603508）,京沪高铁（601816）,晋西车 轴（600495）,神州高铁（000008）,康尼机电（603111）,辉煌科技（002296）,天宜上佳（688033）,威 奥股份（605001） 相关报告：智研咨询发布的《2026-2032年中国高铁行业市场运营格局及前景战略分析报告》 ...