证券之星消息，8月27日轨交设备板块较上一交易日下跌2.51%，长青科技领跌。当日上证指数报收于 3800.35，下跌1.76%。深证成指报收于12295.07，下跌1.43%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 300960 | 通业科技 | 31.98 | 5.65% | 8.34万 | | 2.57亿 | | 605298 | 必得科技 | 27.68 | 4.81% | 9.41万 | | 2.60亿 | | 603111 | 康尼机电 | 7.34 | -0.81% | 49.33万 | | 3.68亿 | | 301016 | 雷尔伟 | 19.08 | -0.99% | 10.39万 | | 2.00亿 | | 603680 | 今创集团 | 13.39 | -1.69% | 7.51万 | | 1.03亿 | | 688009 | 中国通号 | 5.49 | -2.14% | 56.44万 | | 3.14亿 | | 68 ...

Group 1 - The core viewpoint of the articles highlights the performance of the Shanghai Composite Index and the Hang Seng Index, with increases of 1.51% and 1.94% respectively on August 25 [1] - China Railway Signal & Communication Corporation (China Tonghao) has an AH premium of 73.39%, ranking 46th among AH shares [1] - At the close of trading, China Tonghao's A-shares were priced at 5.62 yuan, reflecting a 1.26% increase, while its H-shares were priced at 3.54 HKD, up by 1.72% [1] Group 2 - China Tonghao is a large central enterprise directly supervised by the State-owned Assets Supervision and Administration Commission, specializing in rail transit control technology [1] - The company is a global leader in rail transit control systems and possesses a complete industrial chain including investment and financing, design and research, system integration, equipment manufacturing, engineering services, and operation maintenance [1] - China Tonghao has received an A-grade in operational performance assessment for four consecutive years and successfully listed on the Hong Kong Stock Exchange in 2015, becoming the first central enterprise and A+H share company to list on the Shanghai Stock Exchange's Sci-Tech Innovation Board in 2019 [1]

Market Overview - The Shanghai Composite Index closed at 3825.76 points, above the annual line, with an increase of 1.45% [1] - The total trading volume of A-shares reached 25,788.42 billion yuan [1] Stocks Breaking Annual Line - A total of 24 A-shares have surpassed the annual line today, with notable stocks including NovaStar, Nasda, and Zhaoshengwei, showing significant deviation rates of 7.19%, 4.59%, and 4.07% respectively [1] - Stocks with smaller deviation rates that just crossed the annual line include China National Materials, Kweichow Moutai, and Ruisi Kanda [1] Top Stocks by Deviation Rate - The top three stocks with the highest deviation rates are: - NovaStar (7.19% deviation, latest price 174.84 yuan) [1] - Nasda (4.59% deviation, latest price 26.55 yuan) [1] - Zhaoshengwei (4.07% deviation, latest price 84.73 yuan) [1] Additional Notable Stocks - Other notable stocks with significant performance include: - Jin Yu Medical (3.28% deviation, latest price 31.57 yuan) [1] - China Merchants Heavy Industry (3.08% deviation, latest price 6.59 yuan) [1] - BOE Technology Group (2.18% deviation, latest price 4.18 yuan) [1]

Core Points - The Shanghai Composite Index closed at 3806.05 points, above the annual line, with a gain of 0.93% [1] - The total trading volume of A-shares reached 20258.59 billion yuan [1] - A total of 17 A-shares have surpassed the annual line, with notable stocks including Nova Star Cloud, Zhaosheng Micro, and Nasda, showing significant deviation rates [1] Summary by Category Stock Performance - Nova Star Cloud (301589) had a price increase of 8.61% with a deviation rate of 6.98% [2] - Zhaosheng Micro (300782) rose by 5.47% with a deviation rate of 3.66% [2] - Nasda (002180) increased by 5.87% with a deviation rate of 3.06% [2] Trading Metrics - The trading turnover rate for Nova Star Cloud was 7.53% [2] - Zhaosheng Micro had a turnover rate of 5.60% [2] - The turnover rate for Nasda was 2.21% [2] Other Notable Stocks - Other stocks that recently crossed the annual line include: - China Communications (688009) with a deviation rate of 0.10% [2] - Yilian Network (300628) with a deviation rate of 0.12% [2] - Ruisi Kanda (603803) with a deviation rate of 0.05% [2]

来源：新浪基金∞工作室 科创增强ETF（588520）业绩比较基准为上证科创板综合价格指数收益率，管理人为永赢基金管理有限 公司，基金经理为储可凡、钱厚翔，成立（2025-06-27）以来回报为18.66%，近一个月回报为13.59%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 8月22日，科创增强ETF（588520）开盘涨0.67%，报1.195元。科创增强ETF（588520）重仓股方面，中 芯国际开盘涨1.59%，寒武纪涨3.76%，嘉元科技跌0.04%，传音控股跌0.05%，珠海冠宇跌0.39%，西部 超导涨0.04%，祥生医疗涨0.30%，天合光能跌0.18%，中国通号涨0.00%，圣湘生物涨0.27%。 ...

铁路建设方面，2025年1-7月，全国铁路完成固定资产投资4330亿元，同比增长5.6%。铁路客运方面， 2025年1-7月，全国铁路完成旅客发送量26.91亿人，同比增长6.7%；完成旅客周转量9766.50亿人公里， 同比增长3.3%；7月份，全国铁路完成旅客发送量4.55亿人，同比增长6.6%，完成旅客周转量1770.69亿 人公里，同比增长5.7%。铁路货运方面，7月份，全国铁路完成货运发送量4.52亿吨，同比增长4.5%； 完成货运周转量3042.17亿吨公里，同比增长6.5%。 重点公司更新：中国中车5-7月重大合同新签订单超300亿元，中国通号近期重要项目中标合同接近15亿 元 根据中国中车(601766.SH)《签订合同公告》，2025年5-7月重大合同订单达到329.2亿元，金额排名前列 的包括城市轨道车辆销售及维保合同143.4亿元、机车修理合同69亿元、风电设备销售合同和储能设备 销售合同40.3亿元，城轨及新兴业务需求相对旺盛。 国泰海通主要观点如下： 2025年第二次动车招标210组，全年累计同比增长13% 国铁采购平台发布2025年第二批时速350公里复兴号智能动车组采购项目招标公 ...

Group 1: Macroeconomic Overview - National general public budget revenue increased by 0.1% year-on-year in the first seven months of 2025, with a notable increase of 2.6% in July, marking the highest monthly growth of the year [3] - National general public budget expenditure grew by 3.4% year-on-year in the same period, with significant contributions from health and social security sectors [3] - Government fund budget revenue decreased by 0.7% year-on-year, indicating ongoing impacts from the real estate market adjustments [4] Group 2: Anfu Technology - Anfu Technology is expected to acquire a 43% stake in Nanfu Battery by 2026, significantly enhancing its earnings [8] - The restructuring strategy aims to deepen control over Nanfu Battery, with projected net profit of no less than 914 million yuan for 2025 [9] - The alkaline battery market is projected to grow, driven by trends such as smart home adoption and outdoor activities, with global retail sales expected to exceed $12 billion by 2025 [9][10] Group 3: Lenovo Group - Lenovo Group reported a strong start to FY2026, with total revenue reaching $18.8 billion, a 22% year-on-year increase [11] - The company’s three main business segments showed robust growth, with the IDG segment achieving $13.5 billion in revenue, up 18% [12] - Lenovo's AI strategy is advancing, with significant developments in both personal and enterprise AI solutions [12][13] Group 4: Ruoyuchen - Ruoyuchen's revenue for H1 2025 exceeded expectations, driven by a 242% year-on-year increase in self-owned brand sales [14] - The company is expected to maintain high growth rates, with EPS projections of 0.81, 1.20, and 1.62 yuan for 2025-2027 [15] - The self-owned brand "Zhanjia" has shown strong performance, contributing significantly to overall revenue growth [16] Group 5: Nuo Pin - Nuo Pin is positioned as a leader in high-end blueberry production, with a target EPS of 0.86, 1.26, and 1.56 yuan for 2025-2027 [18] - The company benefits from high barriers to entry in blueberry cultivation, leveraging unique climatic conditions in Yunnan [19] - Nuo Pin's sales channels are expanding, with a significant increase in fresh food revenue from 1 billion to 2.14 billion yuan from 2021 to 2024 [20]

股票研究 /[Table_Date] 2025.08.20 [Table_Industry] 铁路设备 第二次复兴号动车招标 210 组，看好高铁 整车及零部件公司发展 ——轨交装备月报 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 肖群稀(分析师) | 0755-23976830 | xiaoqunxi@gtht.com | S0880522120001 | | 欧阳天奕(研究助理) | 021-23183327 | ouyangtianyi@gtht.com | S0880125042245 | 本报告导读： 国铁第二次动车组招标数量达到 210 组，我们看好高级修招标将维持稳健，建议关 注高铁整车及零部件产业链标的投资机会。 投资要点： [Table_Report] 相关报告 铁路设备《上半年铁路投资同比增长 5.5%，铁路 具身智能机器人迎催化》2025.07.14 铁路设备《1-5 月铁路投资同比增长 5.9%，关注 中亚峰会催化》2025.06.18 铁路设备《1-4 月铁路投资同比增长 5.3%，高铁 出海迎 ...

格隆汇8月15日丨中国通号(03969.HK)公布，公司将于2025年8月27日召开董事会会议，以（其中包括） 审议及通过集团截至2025年6月30日止六个月的中期业绩及其发布。 ...

Core Viewpoint - China Communications Technology Co., Ltd. (03969.HK) announced that it will hold a board meeting on August 27, 2025, to review and approve the interim results for the six months ending June 30, 2025, and its release [1] Summary by Category - Company Announcement - The company will convene a board meeting to discuss its interim performance [1] - The meeting is scheduled for August 27, 2025 [1] - The financial results to be reviewed will cover the period ending June 30, 2025 [1]