格隆汇8月13日丨山推股份(000680.SZ)在互动平台表示，新藏铁路施工需满足高海拔、高寒等相关工 况，公司目前的搅拌站产品具备满足对应工况的能力，公司将持续关注市场需求变化情况，做好区域渠 道布局、产品布局、服务布局，敬请广大投资者谨慎决策，注意投资风险。 ...

Core Viewpoint - The establishment of the Xinjiang-Tibet Railway Co., Ltd. has stimulated a surge in local stocks in Xinjiang, with several companies experiencing consecutive trading limits. Group 1: Company Performance and Announcements - Xinjiang Jiaojian (SZ002941) announced that its operational situation remains normal and there are no significant changes expected in the internal or external business environment [1] - On August 12, Xinjiang Jiaojian confirmed it is not currently involved in the Xinjiang-Tibet Railway construction project [1][3] - Other local stocks such as Xinjiang Torch (SH603080), Beixin Road and Bridge (SZ002307), and Bayi Steel (SH600581) also issued announcements regarding their operational status due to consecutive trading limits [1] Group 2: Company Background and Business Model - Xinjiang Jiaojian is one of the largest transportation infrastructure companies in Xinjiang, listed on the Shenzhen Stock Exchange since November 2018 [2] - The company’s main business segments include construction and trade, accounting for 95.64% and 2.15% of total revenue, respectively [2] - Xinjiang Jiaojian operates under two main business models: single project contracting and investment financing construction, utilizing public-private partnerships (PPP) [2] Group 3: Recent Developments and Market Impact - Xinjiang Jiaojian has previously participated in railway project construction, having invested 102 million yuan to acquire a 51% stake in Xinjiang Xinbai Railway Investment Co., Ltd. [2] - The establishment of Xinjiang-Tibet Railway Co., Ltd. on August 7, with a registered capital of 95 billion yuan, is seen as a continuation of central government investment in major projects, with total project investment expected to reach 400 billion yuan [4][5] - The expected investment breakdown includes 240 billion yuan for civil engineering and 40 billion yuan for equipment [5]

Investment Rating - The report rates the engineering machinery and rail transit equipment industry as "Overweight" [3][12]. Core Viewpoints - The establishment of the Xinjiang-Tibet Railway Company is expected to benefit the engineering machinery and rail transit equipment sectors, with a registered capital of 95 billion RMB [3]. - The construction of the Xinjiang-Tibet Railway will require various specialized high-altitude equipment, including excavators, cranes, concrete pump trucks, and more, with a significant demand for larger and electric equipment [3]. - The investment scale for the Xinjiang-Tibet Railway is anticipated to exceed 300 billion RMB, similar to the Sichuan-Tibet Railway, which has a total investment of over 360 billion RMB [6]. Summary by Sections Industry Overview - The Xinjiang-Tibet Railway is projected to start construction within the year, following the acceleration of preliminary work [6]. - The railway will span approximately 2000 kilometers, traversing challenging terrains such as mountains and permafrost, with a bridge-tunnel ratio exceeding 60% [6]. Key Companies and Valuations - Major companies benefiting from this project include: - Engineering Machinery: XCMG, SANY Heavy Industry, Zoomlion, and others [3]. - Tunnel Boring Machinery: China Railway Construction Heavy Industry, China Railway Industry, and others [3]. - Rail Construction Materials: China Railway Signal & Communication Corp, High-speed Rail Electric, and others [3]. - Transportation Vehicles: CRRC Corporation, Times Electric, and others [3]. - The report includes a valuation table for key companies, highlighting their market capitalization and projected net profits for 2024 to 2027 [7].

中国国家铁路集团有限公司是经国务院批准，由中央管理的国有独资公司。公司注册资本为17395亿 元，由财政部代表国务院履行出资人职责。 据上海证券报，8月8日，受消息影响，新疆交建开盘后不久便大涨10.04%，封于涨停。不过其发行的 可转债——交建转债表现更加惊艳。 2025.08.08 爱企查App显示，近日，新藏铁路有限公司成立，法定代表人为马殷军，注册资本950亿元人民币，经 营范围包括建设工程施工、建设工程监理、铁路运输基础设备制造、公共铁路运输、餐饮服务、住宿服 务、房地产开发经营、旅游业务、工程管理服务、对外承包工程、信息咨询服务等。 股东信息显示，新藏铁路有限公司由中国国家铁路集团有限公司全资持股。 | ◎ 亮企查 童企业 · | | 智能推荐企业 | 新疆铁路有限公司 | | | | HOT 应用 · 家 老户特惠 供需集市 园APP ■ FOR OF LOCK | | --- | --- | --- | --- | --- | --- | --- | --- | | 基本信息。 | | 司法信息 | 经营诊断 | 知识产权 | 企业发展 | 经营状况 | SW 历史信息 | | 股东信息:♀♀ ...

股东信息显示，该公司由中国国家铁路集团有限公司全资持股。 | 认缴出资额(万元) : 认缴出资日期 : 关联产品/机构 | 股东名称 | 持股比例 ÷ | 序号 | | --- | --- | --- | --- | | 团（7）中国国家铁路集团有限公司 富 | 9500000 2029-12-31 中国铁路集团 | 100% | | 近日，新藏铁路有限公司成立，法定代表人为马殷军，注册资本950亿元人民币，经营范围含建设工程施工、建设工程监理、铁路运输基础设备制造、公 共铁路运输、餐饮服务、住宿服务、房地产开发经营、旅游业务、工程管理服务、对外承包工程、信息咨询服务等。 | 工商信息 ● | | | | | 민 승요 | (尺天眼查 | | --- | --- | --- | --- | --- | --- | --- | | 企业名称 | 新藏铁路有限公司 | | | | | | | 法定代表人 | 司設星 可 | 登记状态 ① | 存續 | 天眼评分 2 | 99 4 | | | | | 成立日期 | 2025-08-07 | | | | | 统一社会信用代码 2 | 91540000MAETDG2N4 ...