转自：证券时报 人民财讯11月10日电，永贵电器(300351)11月10日公告，近日，中车株洲电力机车有限公司（简称"中 车株洲"）与公司控股子公司浙江永贵博得交通设备有限公司（简称"永贵博得"）签订一份货物买卖合 同，合同金额合计1586.52万元（含税），合同标的为门板总成、机构总成。若订单顺利履行，预计将 会对公司2025年及未来年度的经营业绩产生积极影响。 ...

Core Viewpoint - The company has signed a sales contract worth 15.8652 million yuan (including tax) with CRRC Zhuzhou Electric Locomotive Co., Ltd., which is expected to positively impact the company's operating performance in 2025 and future years [1] Group 1 - The contract is related to the supply of door assembly and mechanism assembly for the Wuhan Rail Transit project [1] - The contract will take effect upon signing and stamping by both parties [1]

Group 1 - The establishment of Tonghao (Guangzhou) Intelligent Technology Co., Ltd. was recently reported, with a registered capital of 10 million RMB [1][2] - The company is involved in the development of rail transit operation management systems, foreign contracting projects, and computer system services [1][2] - The shareholders of the company include China Tonghao (688009), Tonghao Urban Rail Transit Technology Co., Ltd., Metro Design (003013), and Guangzhou Baiyun Construction Science and Technology Holding Group Co., Ltd. [1][3] Group 2 - The company was officially registered on November 6, 2025, and is classified as a limited liability company [2] - The business scope includes sales of rail transit special equipment, key systems and components, urban rail transit equipment manufacturing, and geological exploration services [2][3] - The company is registered under the jurisdiction of the Market Supervision Administration of Baiyun District, Guangzhou [2]

Core Viewpoint - The announcement details a share reduction plan by a major shareholder of Qingdao Weiao Rail Co., Ltd., indicating a potential shift in ownership dynamics and market sentiment [2][8]. Shareholder Holding Situation - Before the reduction plan, Tangshan Ruize Equity Investment Management Center (Limited Partnership) held 33,002,300 shares of Qingdao Weiao Rail Co., Ltd., accounting for 8.40% of the total share capital [2]. Reduction Plan Details - Ruize Investment plans to reduce its holdings by up to 11,786,580 shares through two methods: 1. Up to 3,928,860 shares via centralized bidding from November 28, 2025, to February 27, 2026, with a limit of 1% of total shares in any 90-day period [2][4]. 2. Up to 7,857,720 shares through block trading from November 12, 2025, to February 11, 2026, with a limit of 2% of total shares in any 90-day period [2][4]. Shareholder Commitments - Ruize Investment has made commitments regarding shareholding, including a lock-up period of 12 months post-listing, during which no shares will be transferred or managed by others [5][6]. - The company also committed that during the 24 months following the lock-up period, the number of shares transferred will not exceed the total shares held before the initial public offering [6]. Compliance with Regulations - The reduction plan complies with relevant regulations, including the Interim Measures for the Management of Share Reduction by Shareholders of Listed Companies and the Shanghai Stock Exchange rules [8].

（文章来源：证券日报） 证券日报网讯 11月6日晚间，威奥股份发布公告称，本次减持计划实施前，唐山锐泽股权投资管理中心 （有限合伙）（简称"锐泽投资"）持有公司无限售条件流通股33，002，300股，占公司总股本比例的 8.40%。锐泽投资拟通过集中竞价交易和大宗交易的方式减持其所持有公司股份不超过11，786，580 股，其中：拟通过集中竞价交易的方式减持不超过3，928，860股，自本公告披露之日起15个交易日之 后的3个月内（2025年11月28日至2026年2月27日）实施，且任意连续90日内减持的股份总数不超过公司 股份总数的1%；拟通过大宗交易的方式减持不超过7，857，720股，自本公告披露之日起3个交易日之 后的3个月内（2025年11月12日至2026年2月11日）实施，且任意连续90日内减持的股份总数不超过公司 股份总数的2%。 ...

Core Points - The EU Chamber of Commerce in China expressed deep concern over the EU's investigation into alleged subsidies for Chinese companies, emphasizing that the EU's Foreign Subsidies Regulation should not become a tool for protectionism or exclusion from procurement [1][2] - The EU announced an investigation into CRRC Tangshan's alleged subsidies related to the bidding for the Lisbon light rail project, which the EU Chamber opposes [1] - The Chamber highlighted that the EU's regulation grants excessive discretionary power to the EU, leading to significant compliance burdens for non-EU companies, particularly Chinese firms [1] - There are concerns that the regulation creates substantial market access barriers in public procurement, potentially distorting fair competition [1] - Feedback from Chinese companies indicates they face disproportionate, discriminatory, and non-transparent treatment in investigations related to the EU's regulation, which could send negative signals to international investors [1] Summary by Sections - **Concerns Over EU Regulation**: The EU Chamber urges the EU to implement the Foreign Subsidies Regulation in an objective, fair, and non-discriminatory manner to avoid it being used as a unilateral tool for protectionism [2] - **Chinese Companies' Competitiveness**: The statement asserts that Chinese companies have demonstrated strong competitiveness, compliance awareness, and commitment to sustainable development in Europe, advocating for openness and cooperation as the path to mutually beneficial Sino-European trade relations [2]

Core Viewpoint - The company Siwei Liekong (603508.SH) has experienced significant stock price declines following the announcement of a major issue involving its Vice President Zhao Jianzhou, who is under investigation by the Tianjin Binhai New Area Supervisory Committee [1] Group 1: Stock Performance - As of November 4, 2025, Siwei Liekong's stock closed at 26.35 yuan, reflecting a decline of 2.15% [1] - The stock had previously dropped by 1.34% on October 30, 2025, 10.00% on October 31, 2025, and 9.87% on November 3, 2025 [1] Group 2: Company Announcement - On November 3, 2025, the company received notification regarding Zhao Jianzhou's detention and investigation, but as of the announcement date, the company and its subsidiaries had not been contacted by relevant authorities [1] - The company stated that it has a sound organizational structure and governance system, and all other board members and senior management are performing their duties normally [1] Group 3: Shareholder Information - As of September 30, 2025, the top ten circulating shareholders included the National Social Security Fund 115 Portfolio with a 0.734% stake, Yingda Securities Co., Ltd. with 0.723%, and the Industrial and Commercial Bank of China - GF Stable Growth Securities Investment Fund with 0.703% [1][3] - The company, Henan Siwei Automation Equipment Co., Ltd., was established in 1998 and is primarily engaged in the manufacturing of railway, shipping, aerospace, and other transportation equipment [3]

Group 1 - The core viewpoint of the report indicates that China's railway passenger traffic is experiencing significant growth, and the elimination of old diesel locomotives will serve as another growth driver for the industry [1] - The company, Times Electric (03898), is expected to see substantial growth in its rail transit business, with projected revenues of 28.72 billion, 31.64 billion, and 35.22 billion yuan for 2025-2027, and net profits of 4.108 billion, 4.844 billion, and 5.586 billion yuan respectively [1] - The report highlights that as of Q3 2025, the total number of high-speed train sets tendered by China Railway has reached 278, surpassing the total for 2024, indicating a robust demand for new train sets [1] Group 2 - The company's basic components business grew by 30.4% year-on-year in the first three quarters of 2025, primarily due to the production capacity coming online at the Yixing Phase III project [2] - With the full capacity of Yixing Phase III expected to be operational in the second half of the year, the company's power semiconductor business is entering a performance release phase [2] - The Zhuzhou Phase III silicon carbide project is under construction and is expected to start production in 2026, contributing to rapid growth in the company's power semiconductor capacity [2]

Core Insights - The article discusses the export value of China's railway, shipbuilding, aerospace, and other transportation equipment manufacturing industries, highlighting significant growth in recent years [1][2]. Industry Overview - In September 2025, the export value of the transportation equipment manufacturing industry reached 47.92 billion yuan, marking a year-on-year increase of 30.6% [1]. - From January to September 2025, the cumulative export value for the same industry was 373.69 billion yuan, with a cumulative year-on-year growth of 24.8% [1]. Company Insights - The article lists several companies involved in the transportation equipment sector, including Shanxi Luqiao, Dongguan Holdings, Modern Investment, among others [1].

智通财经讯·，永贵电器(300351.SZ)公告，近期杭州中车车辆有限公司(简称"杭州中车")与公司控股子公 司浙江永贵博得交通设备有限公司(简称"永贵博得")签订了一份货物买卖合同，合同金额合计1356万元 (含税);河北京车轨道交通车辆装备有限公司(简称"河北京车")与公司签订了一份货物买卖合同，合同金 额合计813.05万元(含税);以上两份合同金额合计2169.05万元(含税)。 ...