1月30日，北京市丰台区对外发布了其轨道交通产业面向"十五五"时期的发展新蓝图。在当日于中车二 七智能制造产业园举行的2026央地合作推进轨道交通高质量发展大会上，一系列聚焦产业智能化、高端 化升级的规划路径与支撑举措同步揭晓。 中经记者 吴静 卢志坤 北京报道 《中国经营报》记者从丰台区政府了解到，本次大会是丰台区落实"十五五"规划中"推动主导产业强基 增效、培育新质生产力"要求的关键举措，旨在将区域产业发展与国家交通强国、制造强国战略紧密衔 接。 据悉，作为"轨道上的京津冀"重要节点，目前丰台区已集聚260余家轨道交通全链条企业，形成覆盖设 计咨询、工程建设、装备研制、运维服务的完整产业体系，产业年收入规模已突破3000亿元，持续领跑 全国。 转自：中国经营网 这些项目体现了央地之间、产业链上下游之间的紧密协作，将进一步推动技术创新与产业升级。 记者了解到，本次大会的举办地——中车二七智能制造产业园，本身即是丰台区推动城市更新与产业焕 新的标志性成果。拥有129年历史的二七机车厂，曾诞生新中国第一台内燃机车，如今已转型为以轨道 交通智能制造为核心的高端产业园区。 该园区总投资6.68亿元，在保留工业遗存的 ...

Core Viewpoint - The "Fengyunhui·Smart Rail 2026 Central-Local Cooperation Conference for High-Quality Development of Rail Transit" aims to promote the development of the rail transit industry in Fengtai District, Beijing, aligning with the national "14th Five-Year Plan" and focusing on high-end, intelligent, green, and global development of the rail transit industry [1][2]. Group 1: Conference Highlights - The conference was co-hosted by the Fengtai District People's Government and China CRRC Group, gathering over 300 domestic and international guests to showcase industry planning, overseas services, and cutting-edge technology achievements [1][2]. - A series of significant initiatives were announced, including the establishment of a comprehensive service platform for enterprises to support their global market expansion [6][12]. Group 2: Industry Development Strategy - Fengtai District has over 260 key enterprises in the rail transit sector, generating annual revenue exceeding 300 billion yuan, and aims to build a full industrial chain ecosystem covering planning, construction, equipment manufacturing, and operation management [2][4]. - The district plans to focus on intelligent equipment and operational scheduling, encouraging enterprises to engage in AI and core sensor research, and to transition from single equipment providers to comprehensive solution providers [6][12]. Group 3: Collaborative Agreements - Multiple partnerships were formed during the conference, including the establishment of a joint research center for new railway electrical technology and collaborations between various universities and enterprises to tackle industry challenges [3][4]. - Financial institutions have also reached agreements to provide diversified financial support for the rail transit industry's high-quality development [4][9]. Group 4: Innovation and Technology - The conference showcased innovative solutions such as AI-enabled smart operation and maintenance systems, which have significantly improved efficiency and safety in urban rail transit lines [11]. - The event highlighted the achievements of the "Zhongguancun Rail Transit International Innovation and Entrepreneurship Competition," which promotes high-quality innovative projects in the rail transit sector [11]. Group 5: Future Outlook - Fengtai District aims to deepen cooperation with international partners and enhance its role as a national-level innovation source for rail transit, focusing on creating a robust industrial ecosystem with platforms, projects, funding, scenarios, and services [12].

影响股市利好与利空消息 宏观新闻 1、国务院办公厅日前印发《加快培育服务消费新增长点工作方案》，其中提到，研究稳妥扩大单方面 免签、过境免签、区域性免签政策适用范围。其中还提到，鼓励地方结合消化存量房地产等政策落实， 支持旅居项目用地和服务设施建设。 2、商务部昨日举行例行新闻发布会。有记者提问称：美国贸易代表日前在达沃斯表示，在可能举行的 中美领导人会晤之前，中美双方有机会开启新一轮经贸谈判。新闻发言人何咏前表示，中方愿与美方共 同维护好、落实好两国元首重要共识，用好中美经贸磋商机制，管控分歧、推进合作，促进中美经贸关 系稳定、健康、可持续发展。 3、中英双方在英国首相斯塔默访华期间达成一系列积极成果，其中，中方将威士忌酒进口关税税率由 10%降至5%。 4、中国人民银行行长潘功胜1月28日会见了来访的高盛集团董事长兼首席执行官苏德巍。双方就全球经 济金融形势、中国宏观经济政策、中美经贸关系等议题进行了交流。 5、外交部发言人郭嘉昆昨日主持例行记者会。记者提问称，据报道，中国已批准进口首批英伟达的 H200人工智能芯片。郭嘉昆表示，具体问题建议向中方主管部门进行询问。 6、美国总统特朗普29日表示，鉴于严寒 ...

Group 1 - The Ministry of Transport will hold a press conference on January 30, 2026, to discuss the economic operation of the transportation sector in 2025 [2] - The People's Bank of China reported that the weighted average interest rate for newly issued commercial personal housing loans in Q4 2025 was 3.06% [4] - The Industrial and Information Technology Ministry is drafting a water management regulation for industrial enterprises, emphasizing strict water management for large-scale users [4] Group 2 - The State Council has issued a plan to accelerate the cultivation of new growth points in service consumption, focusing on travel and residence services [6] - The total scale of the Kunshan Artificial Intelligence Industry Fund, launched on January 29, 2026, is 5 billion yuan, with an initial scale of 2 billion yuan [4] - The commercial space industry in China is set to upgrade with the development of reusable rockets and heavy-lift launch vehicles, addressing the demand for satellite deployment [9] Group 3 - Beijing's humanoid robot innovation center has launched a testing platform, which is expected to enhance the production and sales of humanoid robots [10] - Companies like Siling Zhidrive and Jinwo Co. are positioned to benefit from the growth in the humanoid robot sector due to their manufacturing capabilities [10] - Foton Motor expects a net profit of approximately 1.33 billion yuan for 2025, a year-on-year increase of about 1551% [13] Group 4 - Century Huatong anticipates a net profit of 5.55 billion to 6.98 billion yuan for 2025, representing a year-on-year growth of 357.47% to 475.34% [15] - Shenghe Resources expects a net profit of 790 million to 910 million yuan for 2025, an increase of 281.28% to 339.20% year-on-year [17] - China Shipbuilding Industry expects a net profit of 7 billion to 8.4 billion yuan for 2025, reflecting a year-on-year increase of approximately 65.89% to 99.07% [19]

Group 1: Company Announcements - Meinian Health plans to participate in the restructuring of Zhejiang Bangjie Holdings, aiming to become the controlling shareholder post-restructuring [1] - Silver Industry's gold and silver product revenues are low, with gold sales contributing 18.67% and silver 4.54% to total revenue in H1 2025 [2] - Tianneng Wind Power has decided to implement long-term production halts for six wholly-owned subsidiaries to optimize resource allocation and focus on core offshore wind power business [3] Group 2: Price and Supply Risks - Tongling Nonferrous Metals reports significant uncertainty in the prices of cathode copper and other main products, with low self-sufficiency in copper concentrate posing supply stability risks [4] - ST Aowei received a notice of termination of listing due to market capitalization falling below 500 million yuan for 20 consecutive trading days [5][6] Group 3: Performance Forecasts - Foton Motor expects a net profit increase of approximately 1551% to around 1.33 billion yuan in 2025, driven by sales growth across various segments [7] - Beimo High-Tech anticipates a net profit of 190 million to 220 million yuan, reflecting a growth of 1076.16% to 1261.87% [8] - Zhongke Sanhuan forecasts a net profit increase of 566.23% to 899.35%, driven by cost control and market expansion [9] - Wancheng Group expects a net profit of 1.23 billion to 1.4 billion yuan, a growth of 222.38% to 266.94% [10] - Wan Yi Technology anticipates a net profit increase of 191.52% to 330.34%, supported by product optimization and cost reduction measures [11] - Nanmo Biology expects a net profit of 24 million to 34 million yuan, a growth of 269.49% to 423.44% [12] - Bai'ao Saitou forecasts a net profit increase of 384.26% to 443.88%, benefiting from overseas market expansion [13] - Hailanxin anticipates a net profit of 40 million to 60 million yuan, a growth of 387.47% to 631.2% [14] - Panzhihua Coal expects a net profit of 318 million to 380 million yuan, a growth of 205.3% to 264.83% [15] - Huaguang New Materials forecasts a net profit increase of 104.67% to 141.88% [16] - Putian Technology expects a net profit of 1.92 million to 2.88 million yuan, a growth of 71.55% to 157.33% [17] - Guoda Special Materials anticipates a net profit increase of 82.61% [18] - Tongkun Co. expects a net profit of 1.95 billion to 2.15 billion yuan, a growth of 62.24% to 78.88% [19] - Yiming Pharmaceutical forecasts a net profit increase of 61.12% to 122.08% [20] - Guosheng Securities expects a net profit of 210 million to 280 million yuan, a growth of 25.44% to 67.25% [21] - Shengyi Technology anticipates a net profit increase of 87% to 98% [22] Group 4: Loss Forecasts - Saifutian expects a loss of 30 million to 45 million yuan, significantly reducing previous losses [23] - Magang Group forecasts a loss of 190 million to 250 million yuan, a substantial reduction in losses [24] - Shennong Seed Industry anticipates a profit of 90 million to 120 million yuan, reversing previous losses [25] - Jifeng Co. expects a profit of 410 million to 495 million yuan, reversing previous losses [26] - Bingchuan Network forecasts a profit of 436 million to 516 million yuan, reversing previous losses [27] - Zhongyou Technology anticipates a profit of 540 million to 640 million yuan, reversing previous losses [28] - Dongfang Biology expects a loss of 523 million yuan [29] - Wantai Biological anticipates a loss of 330 million to 410 million yuan due to market pressures [30] - Anbotong expects a loss of 114 million to 165 million yuan [31] - Shunxin Agriculture forecasts a loss of 116 million to 188 million yuan due to declining sales [32] - Guozhong Water expects a loss of 130 million to 104 million yuan, with potential delisting risks [33] Group 5: Major Contracts - China Communication Signal expects to win 21 major projects worth approximately 5.26 billion yuan [34]

Core Viewpoint - China Communication Signal Co., Ltd. (China Tonghao) has won a total of 21 significant projects from November to December 2025, with a total bid amount of approximately RMB 5.26 billion, which accounts for about 16.20% of the company's audited revenue for 2024 under Chinese accounting standards [1][2]. Summary by Category Railway Market Projects - The company secured 8 important projects in the railway market, with notable bids including: - Guangzhou East Station renovation project: RMB 408 million - Baihe Railway expansion project: RMB 360 million - Shanghai-Su-Zhou-Xiang-Chang intercity railway project: RMB 347 million - Chengdu-Dazhou-Wanzhou high-speed railway wireless center procurement: RMB 121 million [1]. Urban Rail Transit Projects - The company won 13 significant projects in the urban rail transit market, including: - Chengdu to Meishan railway signal system project: RMB 576 million - Shanghai Metro Line 19 signal system procurement: RMB 450 million - Beijing Metro Line 1 signal system equipment procurement: RMB 262 million - Riyadh KAFD monorail system project: RMB 146 million [1]. Financial Impact - The total bid amount of approximately RMB 5.26 billion is expected to have a positive impact on the company if formal contracts are signed and projects are implemented smoothly, although the impact on current performance remains uncertain due to the projects being phased over multiple years [2].

以上项目中标金额总计约为人民币52.6亿元，约占公司中国会计准则下2024年经审计营业收入的 16.20%。因为上述项目跨年分期实施，对当期业绩影响有不确定性;如以上项目签订正式合同并顺利实 施，在项目执行期间预计对公司产生较为积极的影响。 在城市轨道交通市场中标13个重要项目，分别为市域(郊)铁路成都至眉山线信号系统集成采购与施工总 承包项目，中标金额人民币5.76亿元;上海市轨道交通19号线工程信号系统采购项目，中标金额人民币 4.5亿元;轨道交通1号线支线工程机电设备安装工程I标段项目，中标金额人民币2.68亿元;上海轨道交通 23号线一期工程信号系统采购项目，中标金额人民币2.64 亿元;北京轨道交通1号线支线工程信号系统 (含安全评估、整合UPS电源、站台门系统)设备采购项目，中标金额人民币2.62亿元;嘉兴市嘉兴至枫 南、嘉善至西塘市域铁路工程信号系统集成设备采购项目，中标金额人民币2.61亿元;南汇支线(两港市 域铁路)工程通信系统、信息系统、信号系统、综合监控系统、门禁系统、客票系统、站台门系统、防 护门施工项目，中标金额人民币2.18亿元;长春市轨道交通4号线站台门加装及信号系统升级等配套升 ...

格隆汇1月29日丨中国通号(03969.HK)公告，2025年11月至12月，公司共中标二十一个重要项目，其中 在铁路市场中标八个重要项目，分别为广州东站改造及广州东至新塘五六线WLXSG7标段项目，中标 金额人民币4.08亿元；白阿铁路乌兰浩特至阿尔山扩能改造工程BASG-3标段项目，中标金额人民币3.6 亿元；沪苏锡常城际铁路太仓先导段"四电"工程、房建和装饰装修工程SXC-CJTL-SG7-1标段项目，中 标金额人民币3.47亿元；成达万弱电工程项目信号轨道设备联合招标采购项目，中标金额人民币2.64亿 元； 长春市轨道交通4号线站台门加装及信号系统升级等配套升级改造项目–信号及站台门系统设备采购项 目，中标金额人民币1.88亿元；2026–2028年上海轨道交通6、7、9、11、15、16、18号线通号设备委外 维护项目，中标金额人民币1.86亿元；北京轨道交通亦庄线台湖车辆段增设站点工程施工总承包项目， 中标金额人民币1.47亿元；沙特利雅得KAFD单轨系统总包项目机电安装工程项目，中标金额人民币 1.46亿元；上海市轨道交通15号线南延伸工程信号系统采购项目，中标金额人民币1.45亿元；北京地铁 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 中 國 鐵 路 通 信 信 號 股 份 有 限 公 司 China Railway Signal & Communication Corporation Limited* （在中華人民共和國註冊成立的股份有限公司） （股份代號：3969） 軌道交通市場重要項目中標公告 中 國 鐵 路 通 信 信 號 股 份 有 限 公 司（「本公司」）根 據《香 港 聯 合 交 易 所 有 限 公 司 證 券 上 市 規 則》（「上市規則」）第13.09條、第13.10B條及香港法例第571 章《證 券 及 期 貨 條 例》第XIVA部 項 下 之 內 幕 消 息 條 文（按 上 市 規 則 定 義）作 出 本 公 告。 2025年11月 至12月，本 公 司 共 中 標 二 十 一 個 重 要 項 目，其 中 在 鐵 路 市 場 中 標 八 個 重 ...

Group 1 - Guozhong Water expects a net loss of 104 million to 130 million yuan in 2025, potentially triggering delisting risk warnings [1] - Beijing Junzheng anticipates a net profit of 370 million to 403 million yuan in 2025, representing a year-on-year growth of 1.05% to 10.05% [1] - Century Huatong forecasts a net profit of 5.55 billion to 6.98 billion yuan in 2025, indicating a year-on-year increase of 357.47% to 475.34% [3] - Sichuan Gold expects a net profit of 420 million to 480 million yuan in 2025, reflecting a year-on-year growth of 69.23% to 93.40% [4] Group 2 - Muxi Co. plans to use up to 200 million yuan of raised funds to provide loans to its wholly-owned subsidiary for the development of new high-performance general-purpose GPU projects [2] - Jiangfeng Electronics intends to acquire control of Kaide Quartz through a cash transaction, with the company becoming a controlling subsidiary [2] - Shenghe Resources projects a net profit of 790 million to 910 million yuan in 2025, representing a year-on-year increase of 281.28% to 339.20% [8] - Shengyi Electronics anticipates a net profit of 1.431 billion to 1.513 billion yuan in 2025, indicating a year-on-year growth of 331.03% to 355.88% [8]