证券代码：601816 证券简称：京沪高铁 公告编号：2025-032 京沪高速铁路股份有限公司 第五届董事会第七次会议决议公告 本公司董事会及全体董事保证本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。 京沪高速铁路股份有限公司（以下简称公司）第五届董事会 第七次会议于 2025 年 7 月 11 日以书面方式发出通知，于 2025 年 7 月 21 日以通讯形式召开。本次会议应出席董事 11 名，实际 出席董事 11 名。会议由董事长刘洪润先生主持，会议召开符合《公 司法》等法律法规和《公司章程》规定，合法有效。 会议审议通过了以下议案。 一、审议通过了《关于与中国铁路财务有限责任公司签订〈金 融服务协议〉的议案》 本议案已经独立董事专门会议以及审计委员会全票审议通 过。 本议案已经独立董事专门会议以及审计委员会全票审议通 过。 关联董事刘洪润、李敬伟、谭光明回避表决。 表决情况：有权表决票数 8 票，同意 8 票，反对 0 票，弃权 0 票。 三、审议通过了《关于制定〈公司选聘会计师事务所管理办 法〉的议案》 本议案已经审计委员会全票审议通过。 ...

仅有机 中国饮电 十四码代 (发家) 7188.76亿市值 1908.71亿市值 2476.81亿市值 10.14亿成交额 13.23亿成交额 4.36亿成交额 9.28 29.38 15.99 -0.13(-0.44%) 0.00(0.00%) +0.38(+2.43%) 证券 电池 中信证券 宁德时代 国泰海通 C CATL 13129.90亿市值 4268.32亿市值 3473.05亿市值 16.41亿成交额 7.93亿成交额 58.19亿成交额 28.80 19.70 287.98 -0.10(-0.35%) -0.11(-0.56%) +8.32(+2.98%) 消费电子 互联网服务 工业富联 立讯精密 东方财富 Fil 5423.62亿市值 2781.87亿市值 3706.05亿市值 26.62亿成交额 23.28亿成交额 58.32亿成交额 27.31 38.36 23.45 +0.29(+1.07%) -0.30(-0.78%) +0.10(+0.43%) 家电行业 食品饮料 海天味业 格力电器 海尔智家 2289.82亿市值 2678.03亿市值 2481.78亿市值 5.83亿成交额 9. ...

金十图示：2025年07月21日（周一）富时中国A50指数成分股午盘收盘行情一览：盘面整体涨跌互现，银行、保险板块普跌，能 源、汽车板块多数走高 富时中国A50指数连续 -0.01(-0.18%) -0.11(-0.93%) +0.01(+0.12%) 光大银行 2522.95亿市值 3.91亿成交额 4.27 -0.03(-0.70%) 保险 中国太保 中国平安 中国人保 明 3692.70亿市值 3493.15亿市值 10372.55亿市值 10.66亿成交额 17.82亿成交额 3.45亿成交额 36.31 8.35 56.96 -0.78(-2.10%) -0.11(-0.19%) -0.04(-0.48%) 酿酒行业 贵州茅台 山西汾酒 五粮液 18114.50亿市值 2180.56亿市值 4750.70亿市值 22.87亿成交额 15.77亿成交额 9.13亿成交额 1442.01 178.74 122.39 +5.01(+0.35%) -2.36(-1.30%) -1.39(-1.12%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2310.57亿市值 2446.80亿市值 3170. ...

Core Viewpoint - The China Securities Index Transportation Industry Index has shown a slight decline over the past month but has increased over the last three months and year-to-date, indicating a mixed performance in the transportation sector [2]. Group 1: Index Performance - The China Securities Index Transportation Industry Index reported a decrease of 0.91% over the past month, an increase of 3.46% over the last three months, and a year-to-date increase of 0.05% [2]. - The index is designed to reflect the overall performance of different industry companies within the China Securities Index sample, categorized into various industry levels [2]. Group 2: Index Composition - The top ten weighted companies in the China Securities Index Transportation Industry Index are: SF Express (9.92%), Beijing-Shanghai High-Speed Railway (9.56%), COSCO Shipping Holdings (9.55%), Datong Railway (9.49%), Spring Airlines (4.07%), YTO Express (3.58%), China Merchants Energy Shipping (3.05%), Jianfa Holdings (2.8%), Wuzhou International (2.71%), and Blue Lithium (2.49%) [2]. - The index's holdings are primarily listed on the Shanghai Stock Exchange (73.43%) and the Shenzhen Stock Exchange (26.57%) [2]. Group 3: Industry Breakdown - The industry composition of the index includes: logistics (23.54%), shipping (23.29%), railway transportation (22.73%), express delivery (16.98%), air transportation (10.96%), road transportation (2.16%), and public transport (0.33%) [3]. - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [3].

Group 1 - The core index, the CN Industrial Composite Index, has shown a significant increase of 5.77% over the past month, 11.65% over the past three months, and 6.12% year-to-date, reaching 2538.90 points [1] - The index is designed to reflect the overall performance of different industry securities from mainland Chinese enterprises, categorized according to the China Securities Index industry classification standards [1] - The top ten weighted stocks in the index include CATL (6.36%), China Railway Shanghai Group (1.49%), China State Construction Engineering (1.15%), and others, indicating a diverse representation of key sectors [1] Group 2 - The market capitalization distribution of the index shows that Shenzhen Stock Exchange accounts for 47.12%, Shanghai Stock Exchange for 44.98%, and other exchanges like Hong Kong and New York have smaller shares [2] - In terms of industry representation, the index is heavily weighted towards electric power equipment (29.21%) and machinery manufacturing (28.67%), with transportation and construction also holding significant portions [2] - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December, ensuring the index remains relevant to current market conditions [3]

XDIstue XD中国牧 十几码代 (0.2) 1898.43亿市值 2368.38亿市值 7218.12亿市值 17.75亿成交额 7.13亿成交额 8.17亿成交额 29.50 9.23 15.29 +0.07(+0.24%) +0.12(+0.79%) +0.04(+0.44%) 证券 电池 中信证券 宁德时代 国泰海通 CATL 4200.14亿市值 3464.24亿市值 12364.85亿市值 18.87亿成交额 18.55亿成交额 59.82亿成交额 28.34 19.65 271.20 +0.09(+0.32%) +0.35(+1.81%) +5.70(+2.15%) 消费电子 互联网服务 工业富联 立讯精密 东方财富 F 5383.90亿市值 2808.71亿市值 3717.11亿市值 35.27亿成交额 53.15亿成交额 61.94亿成交额 27.11 38.73 23.52 -0.39(-1.42%) -0.67(-1.70%) -0.08(-0.34%) 家电行业 食品饮料 海天味业 格力电器 kk 海尔智家 2681.95亿市值 2419.85亿市值 2265.78亿市值 10.0 ...

Group 1: Market Overview - The FTSE China A50 Index components showed a mixed performance with most sectors in the green, while the consumer electronics and internet services sectors experienced declines [1][6]. Group 2: Sector Performance - The banking sector, represented by Everbright Bank, had a market capitalization of 255.25 billion with a trading volume of 392 million, showing a slight increase of 1.17% [3]. - In the liquor industry, Kweichow Moutai led with a market cap of 1,797.53 billion and a trading volume of 3.923 billion, increasing by 1.37% [3]. - The semiconductor sector saw Northern Huachuang with a market cap of 233.94 billion and a trading volume of 1.908 billion, rising by 1.76% [3]. - In the oil sector, Sinopec had a market cap of 703.22 billion with a trading volume of 552 million, increasing by 1.22% [3]. - The coal industry was represented by China Shenhua with a market cap of 743.88 billion and a trading volume of 709 million, rising by 0.83% [3]. - In the automotive sector, BYD had a market cap of 1,793.90 billion with a trading volume of 516 million, but saw a decrease of 0.47% [3]. - The battery sector was led by CATL with a market cap of 4,189.77 billion and a trading volume of 1.153 billion, increasing by 0.88% [4]. - The consumer electronics sector, represented by Hon Hai Precision, had a market cap of 540.97 billion with a trading volume of 2.376 billion, decreasing by 0.74% [4]. - In the home appliance sector, Gree Electric had a market cap of 267.47 billion with a trading volume of 446 million, showing a slight decrease of 0.31% [4]. - The pharmaceutical sector was led by Hengrui Medicine with a market cap of 387.15 billion and a trading volume of 2.654 billion, increasing by 2.36% [4]. - The logistics sector, represented by SF Holding, had a market cap of 240.58 billion with a trading volume of 737 million, increasing by 1.04% [4].

Core Viewpoint - The Shanghai Public Utility Index has shown a slight decline of 0.25% recently, reflecting the overall performance of the public utility sector in the Shanghai Stock Exchange [1] Group 1: Index Performance - The Shanghai Public Utility Index closed at 4604.42 points with a trading volume of 31.554 billion yuan [1] - Over the past month, the index has increased by 0.35%, while it has risen by 0.89% over the last three months, but has decreased by 3.08% year-to-date [1] Group 2: Index Composition - The index is composed of stocks and depositary receipts from five major industry categories: industrial, commercial, real estate, public utilities, and comprehensive [1] - The top ten weighted stocks in the index include: - Beijing-Shanghai High-Speed Railway (7.69%) - China Nuclear Power (5.42%) - China Unicom (4.79%) - Huaneng Water Power (4.79%) - Shanghai Port Group (3.78%) - Daqin Railway (3.66%) - Three Gorges Energy (3.48%) - China Communications Construction (2.99%) - China Railway Construction (2.68%) - Air China (2.64%) [1] Group 3: Industry Breakdown - The industry composition of the index shows that industrials account for 51.38%, public utilities for 33.99%, communication services for 8.94%, consumer discretionary for 1.76%, energy for 1.69%, materials for 1.00%, financials for 0.84%, and real estate for 0.39% [2] Group 4: Index Sample Management - Stocks are included in the index based on their market capitalization ranking in the Shanghai market, with specific rules for inclusion and exclusion based on risk warnings and corporate actions [2]

Group 1: Shipping Industry - The shipping industry is expected to see a divergence in freight rates, with crude oil rates softening while refined oil rates are recovering, indicating a potential bottoming out of oil shipping rates during the summer [1] - The current supply-demand dynamics suggest that marginal changes in demand could have a multiplier effect on freight rates, leading to a recommendation for companies like COSCO Shipping Energy and China Merchants Energy [1] - The container shipping sector is facing pressure on profitability due to ongoing tariff policies and a subdued economic outlook in Europe and the US, with a recommendation to monitor COSCO Shipping Holdings for potential alpha opportunities [1][2] Group 2: Aviation Industry - The aviation sector has entered the peak summer travel season, with domestic flight volumes increasing by 3.1% compared to the previous week, and overall flight volumes reaching 112.3% of 2019 levels [2] - The average ticket price for domestic routes has decreased by 6.6% year-on-year, while the passenger load factor has improved by 1.4 percentage points to 84.1% [2] - Investment recommendations include closely tracking ticket price performance during the summer peak and considering opportunities in airlines such as Air China, China Eastern Airlines, and Spring Airlines [2][5] Group 3: Express Delivery Industry - The "anti-involution" policy released on July 1 aims to curb excessive competition in the express delivery sector, which is currently characterized by severe price competition [3] - The introduction of unmanned logistics vehicles is expected to significantly reduce costs for leading companies like SF Express and ZTO Express, with potential cost savings of approximately 2000 yuan per vehicle per month for SF Express [3][4] - Investment recommendations focus on SF Express due to its strong recovery in revenue growth and cost-saving measures, while also monitoring ZTO Express and Yunda Holdings for potential opportunities [3][5][6] Group 4: Overall Investment Recommendations - The report suggests focusing on domestic demand and high-dividend sectors, recommending companies with stable operations and controllable risks, including SF Express, ZTO Express, and China Southern Airlines [5] - The express delivery sector is projected to maintain a growth rate of 21.5% for the year, driven by strong demand from e-commerce platforms [6] - The report emphasizes the importance of monitoring price changes and the stability of franchisees in the express delivery industry to capitalize on the effects of the "anti-involution" policy [6]

Group 1 - Core stocks in the Shanghai market, including China Telecom, China Shenhua, Beijing-Shanghai High-Speed Railway, Postal Savings Bank, and Industrial and Commercial Bank, experienced significant selling pressure during the closing auction phase, reflecting cautious sentiment among investors [1] - China Telecom, as a leading company in the telecommunications sector, has recently made moves in the eSIM business, but the market remains watchful regarding its short-term performance [1] - China Shenhua, a key player in the coal industry, also faced selling pressure, indicating that its price movements directly impact related index performance [1] Group 2 - The total trading volume in the Shanghai and Shenzhen markets reached 17,368.99 billion yuan, indicating active overall trading despite the concentrated selling of core stocks [2] - The unusual fluctuations in core stocks during the closing auction phase may suggest adjustments in fund allocation strategies, often associated with institutional rebalancing, index fund redemptions, or block trades [2] - The price discovery function during the closing auction is crucial, as it reflects supply and demand dynamics, allowing the market to correct stock prices and provide preliminary expectations for the next day's performance [2]