2026.02. 03 本文字数：2393，阅读时长大约4分钟 来源 | 南方都市报 2月2日，中国中车集团有限公司发布声明称，市场上有不法分子冒用公司名义， 通过名为"中国中车CRRC""中国中车"和"中车风电"等App，进行非 法融资诈骗活动。公司从未开发、运营、授权或参与该App及其运营方的任何活动 ，其发布的一切所谓"投资项目""内购股权"及宣称的"高额回报"均 属诈骗，与公司无任何关联。 据了解，中国中车集团发布严正声明称，"中国中车CRRC""中国中车"和"中车风电"等App，采用传销式运作模式，虚构投资标的，宣扬每日付息、到 期返本、高额回报等所谓理财项目，进行非法融资诈骗活动。此举严重侵害公司声誉及合法权益，对社会公众财产安全构成重大威胁。 微信编辑 | 苏小 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。 专用邮箱：bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 推荐阅读 中国中车集团表示， 公司与上述App无任何关联 ，公司从未开发、运营、授权或参与该App及其运营方的任何活动，其发布的一切所谓"投资 项目 ...

中国中车集团称，公司未授权任何人以微信群、朋友圈形式发布理财信息、内部项目和投资理财App链 接，请广大公众提高警惕，切勿通过该类App或类似非法渠道进行任何形式的资金投入。如已不慎参与 并遭受损失，请立即向所在地公安机关报案。 官网信息显示，中国中车集团有限公司是中国轨道交通装备唯一一家产业化集团，高端装备制造商和系 统解决方案提供商，清洁能源装备骨干企业。集团拥有中国中车股份有限公司、沃顿科技（000920）公 司、时代电气公司、时代新材（600458）公司4家上市公司。各级全资及控股子公司406家，员工16.4万 人，资产总额5204亿元。 中国中车集团表示，公司与上述App无任何关联，公司从未开发、运营、授权或参与该App及其运营方 的任何活动，其发布的一切所谓"投资项目""内购股权"及宣称的"高额回报"均属诈骗，与公司无任何关 联。 上述App无法通过任何官方渠道下载，只能借助微信群、朋友圈等社交平台传播或私发链接、二维码下 载获取，多租用域外服务器，以逃避国内监管体系。面对此类具有显著非法特征的App，请务必保持警 惕，做到不轻信、不扫码、不下载、不转账。 2月2日，南都N视频记者从中国中车（60 ...

上述App无法通过任何官方渠道下载，只能借助微信群、朋友圈等社交平台传播或私发链接、二维码下 载获取，多租用域外服务器，以逃避国内监管体系。面对此类具有显著非法特征的App，请务必保持警 惕，做到不轻信、不扫码、不下载、不转账。 中国中车集团称，公司未授权任何人以微信群、朋友圈形式发布理财信息、内部项目和投资理财App链 接，请广大公众提高警惕，切勿通过该类App或类似非法渠道进行任何形式的资金投入。如已不慎参与 并遭受损失，请立即向所在地公安机关报案。 官网信息显示，中国中车集团有限公司是中国轨道交通装备唯一一家产业化集团，高端装备制造商和系 统解决方案提供商，清洁能源装备骨干企业。集团拥有中国中车股份有限公司、沃顿科技公司、时代电 气公司、时代新材公司4家上市公司。各级全资及控股子公司406家，员工16.4万人，资产总额5204亿 元。 2月2日，南都N视频记者从中国中车集团有限公司获悉，该司发布声明称，市场上有不法分子冒用公司 名义，通过名为"中国中车CRRC""中国中车"和"中车风电"等App，进行非法融资诈骗活动。公司从未 开发、运营、授权或参与该App及其运营方的任何活动，其发布的一切所谓"投资项 ...

Core Viewpoint - The report highlights the growth in China's railway locomotive production, indicating a positive trend in the industry with a projected increase in output and market potential from 2026 to 2032 [1] Group 1: Company Overview - Listed companies in the railway locomotive sector include China CNR Corporation (601766), China Railway Group (601390), China Railway Construction Corporation (601186), Jinxi Axle (600495), Taiyuan Heavy Industry (600169), Times New Material (600458), Shenzhou High-speed Railway (000008), Kanni Electromechanical (603111), Huizhong Technology (002296), and Jinyi Industrial (601002) [1] Group 2: Industry Statistics - According to the National Bureau of Statistics, the production of railway locomotives in China reached 193 units in December 2025, marking a year-on-year increase of 1.6% [1] - The cumulative production of railway locomotives from January to December 2025 was 1,105 units, reflecting a cumulative growth of 16.7% [1] Group 3: Market Research - The report titled "2026-2032 China Railway Locomotive Industry Market Status Analysis and Future Outlook" by Zhiyan Consulting provides insights into the current market conditions and future prospects for the railway locomotive industry in China [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [1]

Company Overview - Zhenstone Co., Ltd. (振石股份) is a national high-tech enterprise primarily engaged in the research, production, and sales of fiber-reinforced materials in the clean energy sector, covering industries such as wind power, photovoltaic power, new energy vehicles, construction materials, transportation, electronics, and chemical environmental protection [1] - The company has established stable partnerships with well-known global clients and is a key supplier for major enterprises, including domestic clients like Mingyang Smart Energy, Envision Energy, and international clients such as Vestas and Siemens Gamesa [1] Industry Insights - According to GWEC statistics, the global cumulative installed wind power capacity is expected to reach 1,136 GW by the end of 2024, with a projected increase to 2,118 GW by 2030, indicating a compound annual growth rate of 10.94% for new installations from 2024 to 2030 [2] Financial Performance - The company's revenue for the years 2022, 2023, and 2024 is approximately 5.267 billion, 5.124 billion, and 4.439 billion RMB, respectively, with net profits of about 781 million, 793 million, and 607 million RMB for the same years [3] - The net cash flow from operating activities for the years 2022, 2023, and 2024 is approximately -208 million, -409 million, and 103 million RMB, respectively, with fluctuations attributed to the company's business settlement methods and bill disposal practices [3] Financial Metrics - As of December 2022, the total assets of the company were approximately 839.7 million RMB, with a debt-to-asset ratio of 71.53% [5] - The company's net profit attributable to shareholders for 2022 was approximately 774.4 million RMB, with a basic earnings per share of 0.84 RMB [5] - The research and development expenditure as a percentage of revenue was 3.08% in 2022, indicating a commitment to innovation [5]

Core Viewpoint - The successful integration of the world's first 16 MW offshore wind turbine by China Three Gorges Corporation marks a new phase in the large-scale development of wind power in China, with Zhejiang Zhenstone New Materials Co., Ltd. playing a crucial role in this advancement through its innovative materials [1][2]. Group 1: Technological Breakthroughs - Zhenstone has focused on the research, production, and sales of fiber-reinforced materials for clean energy for over 20 years, with more than 80% of its revenue coming from clean energy functional materials [1]. - The company has achieved two key technological breakthroughs: the development of ultra-high modulus glass fiber fabric and high-precision weight control technology, significantly enhancing material strength while reducing weight, thus improving efficiency and fatigue resistance [2][3]. Group 2: Market Position and Performance - Zhenstone's products cover the entire range of wind turbines from onshore 5 MW to offshore 16 MW, leading to a projected global market share of over 35% in wind power glass fiber fabric by 2024, with revenues expected to reach 4.439 billion yuan and a net profit of 606 million yuan [3]. - In the first three quarters of 2025, the company achieved revenues of 5.397 billion yuan, a year-on-year increase of 77.06%, validating its effective business model and premium capabilities [3]. Group 3: Domestic and International Market Dynamics - The domestic market is driven by policy support and demand upgrades, with a significant increase in wind power installations, reaching 51.39 million kW in the first half of 2025, nearly doubling from the previous year [5]. - The international market presents opportunities due to supply-demand imbalances, particularly in Europe, where offshore wind power installations are expected to grow significantly, creating a favorable environment for Chinese manufacturers like Zhenstone [6][4]. Group 4: Global Expansion Strategy - Zhenstone is establishing a dual-market strategy, focusing on solidifying its domestic leadership while accelerating overseas expansion, particularly in Europe, to capture growth opportunities [4][6]. - The company has built strong relationships with major global clients, including Vestas and Siemens Gamesa, enhancing its competitive position in the international market [6][7]. Group 5: Future Growth and Investment - The company plans to raise approximately 2.919 billion yuan through its upcoming IPO, with funds allocated for expanding production capacity and enhancing R&D capabilities to meet the growing demand for high-performance materials [10]. - Zhenstone is also diversifying into photovoltaic and electric vehicle sectors, with products already integrated into leading automotive supply chains, positioning itself for sustained growth across multiple clean energy segments [11][12].

2018-2025年湖南省各品种发电量累计产量统计图 上市企业：湖南发展（000722）、岳阳兴长（000819）、长高电新（002452）、天桥起重（002523）、 惠博普（002554）、领湃科技（300530）、时代新材（600458）、科力远（600478）、华银电力 （600744）、和顺石油（603353）、飞沃科技（301232） 相关报告：智研咨询发布的《2026-2032年中国能源行业市场研究分析及投资前景评估报告》 2025年12月，湖南省发电124.9亿千瓦时，同比下滑23.3%。2025年，湖南省发电1677亿千瓦时，同比下 滑5.4%。分品种看，2025年，湖南省火力发电量1016.8亿千瓦时，占总发电量的60.6%，同比下滑 1.8%；湖南省水力发电量355.9亿千瓦时，占总发电量的21.2%，同比下滑22.9%；湖南省风力发电量 223.5亿千瓦时，占总发电量的13.3%，同比增长2.6%；湖南省太阳能发电量80.78亿千瓦时占总发电量 的4.8%，同比增长39.4%。 数据来源：国家统计局，智研咨询整理 附注 报告中的产量数据统计口径均为规模以上工业，其统计范围为年主营业务收 ...

在锂电池概念板块上，16只湘股分别是五矿新能、金博股份、百利科技、湖南海利、科力远、时代新 材、湖南裕能、邵阳液压、领湃科技、华自科技、尔康制药、中科电气、威领股份、湘潭电化、山河智 能、*ST生物。 长沙晚报掌上长沙1月24日讯（全媒体记者 刘军）23日，锂电池概念板块指数开盘上涨，到收盘，指数 上涨2.57%。570只个股上涨467只，并且有30只个股涨停。进入2026年，好像又回到了有"锂"走遍天下 的行情。记者注意到，该概念板块上有16只湘股，今年来15只股价是上涨的，只有一只股价下跌。 今年来，锂电池上涨主要有两个原因，一是技术上取得了新突破。9日，相关报道称，中国科学院青海 盐湖研究所科研团队在盐湖锂资源分离领域取得重大技术突破，成功攻克沉锂母液中锂、钠、钾离子的 高效分离技术瓶颈。二是碳酸锂价格加速上行，23日，碳酸锂期货主力合约价格最高达179780元/吨， 今年来涨幅超50%。 在A股市场上，锂电池概念股也持续上行。以板块指数来说，1月5日，锂电池概念板块指数在3104点附 近，23日，该板块指数收盘为3473点，不到一个月，指数涨了近12%。 有机构指出，目前的库存结构和中长期看多锂价的逻 ...

Company Overview - Zhuzhou Times New Material Technology Co., Ltd. is located in Hunan Province, China, and was established on May 24, 1994. The company was listed on December 19, 2002. Its main business involves the research and engineering application of polymer materials, focusing on products for rail transit, wind power generation, automotive, and high-performance polymer materials [1][2]. Financial Performance - For the period from January to September 2025, the company achieved operating revenue of 14.949 billion yuan, representing a year-on-year growth of 14.42%. The net profit attributable to shareholders was 428 million yuan, showing a year-on-year increase of 40.52% [2]. - As of September 30, 2025, the company had a total of 41,800 shareholders, an increase of 33.69% compared to the previous period. The average circulating shares per person decreased by 25.14% to 19,353 shares [2]. Stock Performance - On January 20, the company's stock price decreased by 2.06%, trading at 14.25 yuan per share, with a total transaction volume of 98.6237 million yuan and a turnover rate of 0.80%. The total market capitalization was 13.263 billion yuan [1]. - Year-to-date, the stock price has increased by 7.39%, with a 2.37% rise over the last five trading days and an 8.28% increase over the last 20 days. However, it has seen a decline of 0.70% over the last 60 days [1]. Business Segmentation - The company's revenue composition is as follows: wind power products account for 42.25%, automotive products for 37.16%, rail transit for 11.92%, industrial and engineering for 9.14%, and unallocated projects for 3.62% [1]. Shareholder Information - Since its A-share listing, the company has distributed a total of 1.171 billion yuan in dividends, with 507 million yuan distributed over the last three years. As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth-largest circulating shareholder, holding 8.6737 million shares as a new shareholder [3].

Market Performance - The rail transit equipment sector increased by 1.48% on January 19, with Jiuzhou Yitui leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Individual Stock Performance - Jiuzhou Yitui (688485) closed at 19.98, up 6.79% with a trading volume of 48,700 shares and a transaction value of 96.19 million [1] - Zhonghe Technology (000925) closed at 9.37, up 6.72% with a trading volume of 1.2818 million shares [1] - Times Electric (688187) closed at 56.56, up 5.52% with a trading volume of 126,700 shares [1] - Railway Technology (301016) closed at 27.45, up 5.41% with a trading volume of 116,000 shares [1] - Times New Materials (600458) closed at 14.55, up 4.53% with a trading volume of 280,000 shares [1] Capital Flow - The rail transit equipment sector saw a net inflow of 252 million yuan from institutional investors, while retail investors experienced a net outflow of 45.99 million yuan [2][3] - Major stocks like Zhonghe Technology and Shenzhou High-speed Railway had significant net inflows from institutional investors, indicating strong interest [3]