今日具体限售解禁股情况如下： | 股票简称 | 股票代码 | 限售股类型 | 解禁股数 | | --- | --- | --- | --- | | 黑芝麻 | 000716 | 股权激励限售流通 | 332.15万 | | 大为股份 | 002213 | 股权激励限售流通 | 37.35万 | | 永贵电器 | 300351 | 股权激励限售流通 | 4.5万 | | 国茂股份 | 603915 | 股权激励限售流通 | 249.08万 | | 宏英智能 | 001266 | 延长限售锁定期流通 | 6754.44万 | 智通财经APP获悉，8月28日共有5家上市公司的限售股解禁，解禁总市值约18.06亿元。 ...

Core Viewpoint - The announcement of the second batch of high-speed train procurement by China Railway Group on August 19, 2025, exceeded expectations, indicating strong demand for new trains driven by robust passenger traffic growth and an upcoming peak in operational mileage [1][2][3]. Group 1: Train Procurement and Demand - The second batch of procurement includes 210 sets of high-speed trains, comprising 108 standard sets, 30 cold-resistant sets, and 72 high-capacity sets [2]. - Year-to-date, China Railway Group has tendered a total of 278 high-speed train sets, surpassing last year's total of 265.5 sets, reflecting continued growth in demand [3]. - The railway infrastructure investment target for 2025 is set at 590 billion yuan, with an aim to complete 2,600 kilometers of new lines, suggesting sustained high levels of fixed asset investment in the railway sector [3]. Group 2: Railway Freight and Locomotive Updates - From January to July, the national railway transported 2.331 billion tons of goods, marking a 3.3% year-on-year increase, indicating stable growth in freight transport [4]. - The total number of locomotives in China is projected to be 22,500 by 2024, with approximately 4,000 old diesel locomotives expected to be replaced by new energy locomotives before 2027 [4]. - In 2023, China Railway Group has procured 455 locomotives, a 26.39% increase year-on-year, with the highest procurement of diesel locomotives in recent years due to the need for replacing outdated models [4]. Group 3: Investment Recommendations - The railway industry is expected to maintain high levels of activity, with continued strong demand for new train sets and maintenance services, supporting steady growth in the performance of railway equipment companies [5]. - Recommended stocks include China CNR Corporation (601766), Times Electric (688187), and others, indicating a positive outlook for the sector [5].

证券之星消息，8月19日轨交设备板块较上一交易日下跌0.59%，永贵电器领跌。当日上证指数报收于 3727.29，下跌0.02%。深证成指报收于11821.63，下跌0.12%。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) | | --- | --- | --- | --- | --- | --- | | 600495 | 晋西车轴 | 6.16 | 7.13% | 139.54万 | 8.34亿 | | 603500 | 祥和实业 | 12.70 | 5.39% | 31.29万 | 3.94亿 | | 688367 | 工大高科 | 20.73 | 1.87% | ● 1.95万 | 4004.97万 | | 688485 | 九州一轨 | 13.51 | 1.73% | - 2.63万 | 3501.68万 | | 300011 | 鼎汉技术 | 8.21 | 1.61% | 13.58万 | 1.11亿 | | 605001 | 威奧股份 | 7.85 | 1.16% | 6.66万 | 5194.80万 | | 300594 | 朗进科 ...

Market Overview - On August 18, the rail transit equipment sector rose by 0.68% compared to the previous trading day, with Tongye Technology leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Stock Performance - Key stocks in the rail transit equipment sector showed the following performance: - Tongye Technology (300960) closed at 36.20, up 6.78% with a trading volume of 66,300 shares [1] - Yonghui Electric (300351) closed at 20.15, up 5.00% with a trading volume of 441,600 shares [1] - Tianzhi New Materials (688033) closed at 7.15, up 4.84% with a trading volume of 283,800 shares [1] - Other notable stocks included Xianghe Industry (603500) and Tieda Technology (872541), both showing positive gains [1] Capital Flow - The rail transit equipment sector experienced a net outflow of 13.35 million yuan from institutional investors and a net outflow of 60.78 million yuan from speculative funds, while retail investors saw a net inflow of 74.13 million yuan [2] - The detailed capital flow for specific stocks indicated that China Railway Signal & Communication (688009) had a significant net outflow from both institutional and speculative investors [3] Individual Stock Analysis - China Railway Signal & Communication (688009) had a net outflow of 29.33 million yuan from institutional investors, indicating a 13.09% share of the total [3] - Yonghui Electric (300351) saw a net inflow of 22.63 million yuan from institutional investors, representing 2.58% of the total [3] - Xianghe Industry (603500) also had a positive net inflow of 18.19 million yuan from institutional investors, accounting for 5.24% [3]

证券之星消息，8月15日轨交设备板块较上一交易日上涨0.34%，时代新材领涨。当日上证指数报收于 3696.77，上涨0.83%。深证成指报收于11634.67，上涨1.6%。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) | | --- | --- | --- | --- | --- | --- | --- | | 600458 | 时代新材 | 14.51 | 6.46% | | 32.22万 | 4.65亿 | | 603500 | 祥和实业 | 11.75 | 4.44% | | 23.53万 | 2.75亿 | | 300351 | 永贵电器 | 19.19 | 3.62% | | 39.98万 | 7.62亿 | | 605298 | 必得科技 | 23.79 | 3.57% | | 15.33万 | 3.55亿 | | 300594 | 朗进科技 | 19.90 | 2.52% | | 4.97万 | 9885.48万 | | 688033 | 天直新材 | 6.82 | 2.10% | | 13.82万 | 9358.21万 | ...

Core Viewpoint - Yonggui Electric's stock price dropped to 18.52 yuan, a decrease of 1.58 yuan or 7.86% from the previous trading day, with a trading volume of 510,536 hands and a transaction amount of 9.67 billion yuan [1] Company Overview - Yonggui Electric specializes in the research, production, and sales of connector products, primarily serving three business segments: rail transportation and industrial, automotive and energy information, and special equipment [1] - The company's product range includes industrial robot motor encoders, power circular connectors, industrial robot base control cabinets, and inter-panel wiring equipment [1] Application and Market Position - The company stated that its connector products have a wide range of applications, particularly in the fields of industrial robots and wind power products [1] - Yonggui Electric clarified that Shanghai Chisheng is not a subsidiary of the company [1] Production Capacity - The company indicated that the specific utilization rate of its production capacity is influenced by multiple factors, including production line layout, workshop scheduling, and order acquisition [1]

证券日报网讯永贵电器（300351）8月14日在互动平台回答投资者提问时表示，具体产能及利用率受产 线工序的布局，车间的排班，业务订单获取等因素影响，可及时关注后续定期报告中关于产能的公告。 ...

证券日报网讯永贵电器（300351）8月14日在互动平台回答投资者提问时表示，公司连接器产品应用场 景广泛，目前已形成轨道交通与工业、车载与能源信息、特种装备三大业务板块，公司工业产品主要有 连接器、工业机器人电机用编码以及动力圆形连接器、工业机器人底座控制柜及盘间线运用、变桨柜、 主控柜等，主要应用在工业机器人及风电产品上。公司将积极关注国家重大工程项目机会，持续拓展产 品应用场景。 ...

证券之星消息，8月14日轨交设备板块较上一交易日下跌2.86%，永贵电器领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。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) | | --- | --- | --- | --- | --- | --- | | 300351 | 永慧电器 | 18.52 | -7.86% | 51.05万 | 9.67亿 | | 301048 | 全唐重工 | 12.97 | -7.75% | 40.41万 | 5.36 Z | | 872541 | 铁大科技 | 17.17 11 | -6.17% | 6.21万 | 1.09亿 | | 6888889 | 铁科轨道 | 22.80 | -5.35% | 6.00万 | 1.40亿 | | 688033 | 天直新材 | 6.68 | -4.43% | 17.96万 | 1.22亿 | | 920027 | 交大铁发 | 30.97 | -4.18% | 5.86万 | 1.85亿 | | 002972 | 科安达 ...

永贵电器（300351.SZ）8月14日在投资者互动平台表示，公司连接器产品应用场景广泛，目前已形成轨 道交通与工业、车载与能源信息、特种装备三大业务板块，公司工业产品主要有连接器、工业机器人电 机用编码以及动力圆形连接器、工业机器人底座控制柜及盘间线运用、变桨柜、主控柜等，主要应用在 工业机器人及风电产品上。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘您好！请问公司连接器水电站有无用高压连接 器，市场容量大吗？ ...