以上内容基于公开资料整理，不构成投资建议。 经济观察网 中国中车港股（代码：01766.HK）在近一周（2026年2月17日至2月23日）表现活跃，受春 节后市场情绪影响。截至2月23日，股价报收5.90港元，单日上涨1.90%，振幅2.25%；近一周区间涨跌 幅为1.55%，区间振幅3.27%。资金面上，2月23日主力净流入224.79万港元，显示短期资金参与度提 升。技术面显示，股价近期震荡，布林带中轨位于5.839港元，压力位关注5.957港元。同期，轨交设备 板块整体上涨2.99%，恒生指数上涨2.57%，公司表现与板块趋势基本同步。 ...

Core Insights - China CRRC (601766) is promoting its CR450 high-speed train and the "Qihang" 20 MW offshore wind turbine, emphasizing its strategy of "technology synergy and industrial chain collaboration" to expand in the clean energy equipment sector, forming a "dual-track dual-cluster" pattern [1] - The company has been focusing on direct exports to the European market and has established subsidiaries in Europe, while clarifying that it is not currently involved in the aerospace sector [1] Stock Performance - As of February 12, 2026, the latest stock price of China CRRC A-shares (601766.SH) is 6.41 CNY, with a slight increase of 0.16% on that day and a cumulative decline of 0.16% over the past five days, with a price range fluctuation of 1.87% [2] - Technical analysis indicates a Bollinger Bands resistance level at 6.94 CNY and a support level at 6.11 CNY; the MACD histogram has turned positive, suggesting a slight improvement in short-term momentum [2] - The wind power concept sector rose by 1.64% and the high-speed rail concept sector increased by 1.18% on the same day [2] Institutional Insights - Guosen Securities' mechanical equipment industry weekly report on February 10 highlights the sustained high prosperity of AI infrastructure and unexpected capital expenditures from overseas major manufacturers, recommending attention to sub-sectors like liquid cooling and gas turbines, which are related to the company's wind power business [3]

Core Viewpoint - The company has been actively exporting products and services to the European market in recent years, primarily through direct sales to customers [1] Group 1: Business Operations - The company has established subsidiaries in Europe to conduct overseas business [1] - The main method of sales to the European market is direct exports from domestic entities [1]

Group 1 - The core viewpoint of the article is that China CNR Corporation (601766.SH) has been actively exporting products and services to the European market in recent years, primarily through direct customer exports [1] - The company has established subsidiaries in Europe to conduct overseas business [1]

Group 1 - The company, CRRC Corporation Limited (601766.SH), has stated that it currently has no business expansion in the aerospace sector [1]

Group 1 - The meeting between Wuhan's Mayor Xiong Zhengyu and China CRRC Group's Chairman Sun Yongcai highlights the importance of collaboration for economic development in Wuhan [1][2] - Wuhan is recognized as a key city for China CRRC's strategic layout due to its advantageous location, solid industrial foundation, and rich innovation resources [2] - China CRRC Group aims to deepen comprehensive cooperation with Wuhan, focusing on R&D investment, industrial layout, and market expansion to support the construction of a modernized Wuhan [2] Group 2 - Mayor Xiong emphasized the need for high-quality development in Wuhan, aligning with national strategies and enhancing the city's role as a national central city [1] - The collaboration will focus on high-end rail transit equipment manufacturing, joint efforts in core technologies, and the development of clean energy and cultural tourism [1] - The city government is committed to creating a first-class business environment to facilitate the growth of enterprises in Wuhan [1]

巴西：圣保罗地铁运营商于 2 月 4 日告诉《国际铁路公报》，中车青岛四方工厂已开始为圣保罗地铁生产 44 列六节车厢的地铁列车 。 这些列车旨在服务于正在建设中的地铁 2 号线东北延伸段（维拉普鲁登特和佩尼亚之间，全长 8.3 公里），以及地铁 1 号线和 3 号线。 圣保罗州大都会交通运输厅于2025年7月签署了一份车辆制造合同。首列列车计划于2027年4月交付，全部44列列车将于2030年7月交付完毕。 交易确认后，中车青岛四方宣布计划在圣保罗州开设一家生产工厂。 巴西：圣保罗地铁运营商于 2 月 4 日告诉《国际铁路公报》，中车青岛四方工厂已开始为圣保罗地铁生产 44 列六节车厢的地铁列车 。 这些列车旨在服务于正在建设中的地铁 2 号线东北延伸段（维拉普鲁登特和佩尼亚之间，全长 8.3 公里），以及地铁 1 号线和 3 号线。 圣保罗州大都会交通运输厅于2025年7月签署了一份车辆制造合同。首列列车计划于2027年4月交付，全部44列列车将于2030年7月交付完毕。 交易确认后，中车青岛四方宣布计划在圣保罗州开设一家生产工厂。 ...

Group 1 - Ping An Asset Management Co., Ltd. increased its stake in China CNR Corporation Limited (stock code: 01766) by 5.603 million shares at a price of HKD 5.7971 per share, totaling approximately HKD 32.4812 million [1][3] - After the increase, Ping An's total shareholding in China CNR reached approximately 354 million shares, representing a holding percentage of 8.1% [1][3]

2026年，中国中车有哪些大国重器值得期待？ "一个是CR450动车组，全球最快高铁列车将全面进行运用考核与设计优化；二是20兆瓦海上风电机 组'启航号'，这个全球最大功率漂浮式海上风电机组将完成各项测试与定型完善。"董事长孙永才重点 推介了两大产品。 "我们的实践表明，以技术同源为基础培育新业务，有效降低了研发不确定性和产业化风险，使新业务 在起步阶段就具备较高的技术成熟度和工程可行性。"中国中车有关负责人说。 产业共链是关键。 中国中车有两个小产品，是名副其实的"隐形冠军"。一个是风电IGBT模组，也就是功率半导体芯片。 依托高铁既有技术，中国中车IGBT在风电市场市占率持续攀升。一个是环槽铆钉。这原本只是铁路车 辆专用的一种紧固件，中国中车利用这个产品为全球80%以上的风电机舱、塔筒提供免维护的紧固连接 方案，国内市场占有率100%。 在中国中车，这样的"隐形冠军"还有很多，轨道交通的零部件在风电装备领域同样能大放异彩，二者相 互促进，不断推动产品持续迭代升级。 将高铁领域积累的可靠性设计体系、工程化经验、精密制造技术以及质量保障能力移植到风电产业，中 国中车快速突破风电整机核心技术，向市场提供高性能、 ...

格隆汇2月4日丨根据联交所最新权益披露资料显示，2026年1月30日，中国中车(01766.HK)获Ping An Asset Management Co., Ltd.在场内以每股均价5.7971港 元增持560.3万股，涉资约3248.12万港元。 | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | 持有權益的股份數目 佔已發行的 有關事件的日期 相 | | | --- | --- | --- | --- | --- | --- | | | 月末 股份數目 | | | (請參閱上述 *註 | 有投票權股 (日 / 月 / 年) 材 | | | | | | | 份营分比 | | Children and the control concession of the control of the control of the control of the control of the control of the control of the c CS20260204E00070 | Ping An Asset Management 1101(L) | 5 ...