经济观察网2026年2月11日，三维股份（603033）接受机构调研，披露公司已形成"化工、交通"两大领 域三大主业的业务格局。其中新材料化工业务在内蒙古乌海市布局30万吨/年BDO和36万吨/年电石产 能，未来将向上游拓展兰炭、绿电等产能，向下游拓展PBAT等可降解塑料产能，目标是成为全球BDO 及可降解塑料一体化龙头企业。轨道交通业务重点布局珠三角、长三角及"一带一路"沿线省份，如四 川、云南，致力于高铁和地铁项目开拓。同日，公司股价报收11.36元，上涨1.25%，成交额1.09亿元。 股票近期走势近7日(2026年2月5日至12日)，三维股份股价区间振幅达6.32%，最高价为2月9日的11.76 元，最低价为2月6日的11.04元。截至2月12日收盘，股价为11.20元，当日下跌1.41%，换手率0.64%， 成交金额7221万元。资金流向显示，2月11日主力资金净流出296.72万元，但游资资金净流入332.43万 元。同期，公司所属基础化工板块下跌0.23%，橡胶板块上涨0.09%，表现略弱于行业平均水平。 机构观点根据2月11日机构调研记录，公司对2025年业绩预告进行解读：预计全年净利润亏损2 ...

在沈阳地铁3号线南八马路站，沈阳地铁3号线列车正在轨道上模拟运行，测试信号系统的安全和稳定 性。据介绍，动车调试的开展是推进全线联调联试、开通初期运营的重要里程碑。目前中铁二局电务公 司与卡斯柯信号有限公司已顺利协同完成3号线东段正线信号系统设备安装工程，动车调试工作按节点 如期启动。沈阳地铁相关负责人介绍，地铁信号系统是整个地铁线路的安全中枢和控制系统，负责列车 的安全运行和调度。 调试期间，有关单位将安排专人24小时值守，实时监测信号系统运行状态，制定应急处置预案，针对各 类突发情况开展应急演练，提升应急处置能力。后续，地铁3号线东段还将进行列车自动驾驶等功能性 测试，为安全运营做好充分准备。沈阳地铁将与参建各方协同作战，优化施工调试组织，为项目按期实 现通车运营目标提供可靠保障。 本报讯 记者张阿春报道 日前，沈阳地铁3号线一期工程（东段）开启动车调试，信号系统施工等任务也 正按计划有序落地、稳步推进，为后续工程全线贯通筑牢基础。 ...

刚下过今年第三场雪，合肥夜间气温骤降至零下。随着零时30分最后一列地铁收班，合肥市轨道交通集 团有限公司新来的几位不怕冷、能熬夜、爱学习的夜班"实习生"——具身智能机器人，陆续上岗。 地铁车辆巡检作业集中在凌晨进行，时间紧、任务重，需要工人钻到地沟、爬上车顶弯腰巡检。如今这 些工作交给了不知疲倦、精准高效的具身智能机器人，它们不畏严寒、全程在岗，既把检修人员从繁重 重复的夜间作业中解放出来，又让轨道运维更安全高效。 2月8日凌晨，记者跟着这些机器人体验了一场科技感十足的"具身智能总动员"，在一线看"产业出题、 科技答题"，感受未来产业的可期"未来"。 凌晨1时，合肥轨道珠江路车辆段运用库灯火通明，20多列运营了一天的车辆入库检测。春运期间地铁 人流密集，车辆日检不可马虎。 记者跟随一台白色长方体四轮带臂机器人，"钻进"一列车辆下方1.5米深、1.1米宽、125米长的检修地 沟。机器人匀速平稳行进，时而停下，灵活地翻转伸收六轴机械臂，灯光一闪，对车底检测部位拍照， 数据实时回传后台。 "这台巡检机器人的目标是缺陷综合检测正确检出率98%以上、误报率3‰以下。"罗磊说，具身智能已 不仅是概念，正在成为"会干活"的 ...

同时，A、B号出入口分别衔接了保利六合商住区、医大广场，从目前的客流看，B号出入口每天约有200余人的进出站客流。为确保运营安全、更好地服 务市民，B号出入口暂不建议关闭。 受条件限制，F1号安全出口楼梯宽度仅1.5米，达不到有关规范要求，因此仅能作为应急消防疏散通道专用，不能作为出入口开放。下一步，昆明市交通 运输局将会同昆明市公共交通公司和五华区有关部门积极研究北侧出入口的规划建设等前期工作。 来源：昆明规划建设 昆明市交通运输局： 城市轨道交通项目需结合最新国家政策、城市发展、财政收入及客流预测等多方面因素，将建设规划上报国家部委审批同意后，按基本建设程序组织实 施。 目前，轨道交通7号线、8号线、9号线等规划线路尚处于前期研究阶段。下一步，将充分结合国家及省级关于轨道交通项目的规划建设最新政策和有关要 求，加强与各级各部门的沟通汇报，积极推进向国家有关部门的申报工作。 | 网友： 昆明地铁市体育馆站现有A、B、C口均集中在人民西路南侧，距离过近。北侧F1口已建成却未开放，周边居民、上班族等前往地铁需绕行路口。建议关 | | --- | | 闭B口，同时开放F1口，以平衡道路两侧出行需求，缩短通勤时间。 ...

转自：成都日报锦观 杜甫草堂博物馆与成都地铁携手推出春节便民服务 从地铁站到草堂 来一趟城市文化微旅行 "地铁里的城市文化微旅行"系列文化探访活动启动现场。 来一场"城市文化微展览" 在杜甫草堂站闸口，杜甫草堂博物馆精心打造"城市文化微展览"，重构文化体验边界。乘客可以近距离接触精选的轨道发展与草堂文化展品， 收获一份独特的"成都初印象"。 全流程文化沉浸式体验 邀请10组家庭担任"城市微旅行体验官"，由杜甫草堂专业讲解员与成都地铁轨道文化使者共同带队，从地铁站厅延伸至博物馆展厅，来一 场"从眼睛到舌尖，从眼观到带走"的全流程文化沉浸式体验。 服务半径向前"跨半步" 在杜甫草堂站闸口，成都杜甫草堂博物馆精心打造了一处"城市文化微展览"，以红墙、影壁、少陵草堂碑亭等草堂标志性元素营造诗意空间叙 事，重构文化体验边界。地铁站厅构成一个精致的"文化前厅"，乘客可以近距离接触精选的轨道发展与草堂文化展品，包括杜甫像、草堂书法 折扇、草堂茶礼、馆藏诗画拓印以及花瀑手柄镜、毛笔/卷轴毛绒挂件。这一创新形式，恰似一扇浓缩的城市文化橱窗，在春运这一特殊时 段，高效地向巨量流动人群展现成都的历史底蕴与现代活力，使匆匆过往的旅客 ...

Core Viewpoint - The company is committed to the real economy, focusing on its existing industries and forming a business structure centered around two main fields: chemicals and transportation [2] Group 1: Chemical Industry - The new materials chemical business has a production base located in Wuhai City, Inner Mongolia, with established capacities of 300,000 tons/year for BDO and 360,000 tons/year for calcium carbide [2] - Future plans include expanding production capacities for lanthanum carbon and green electricity, as well as developing new material capacities for PBAT [2] - The company aims to become a leading integrated enterprise in BDO and biodegradable plastics on a global scale [2] Group 2: Transportation Industry - The rail transportation business focuses on key regions such as the Pearl River Delta, Yangtze River Delta, and provinces along the Belt and Road Initiative, including Yunnan and Sichuan [2] - The company is dedicated to the development of high-speed rail construction and urban subway projects [2] Group 3: Rubber and Chemical Fiber Industries - The rubber products and chemical fiber production bases are located in Sanmen County, with main products including rubber conveyor belts, V-belts, polyester chips, and polyester industrial yarns [2] - The company is recognized as one of the leading enterprises in the rubber conveyor belt and V-belt sectors in China [2]

Group 1 - The core viewpoint of the article highlights that China Communication Technology Co., Ltd. (China Tonghao) has recently won multiple bids for rail transit projects, while its financial performance shows slight revenue growth but a decline in net profit [1] Group 2 - Recent project developments indicate that from November to December 2025, the company won 21 significant projects in the railway and urban rail transit markets, with a total value of approximately 5.26 billion yuan, accounting for about 16.20% of the audited revenue for 2024 [1] - As of September 30, 2025, the company's revenue for the first three quarters of 2025 was 21.748 billion yuan, representing a year-on-year increase of 4.48%, while the net profit attributable to shareholders was 2.284 billion yuan, a year-on-year decrease of 3.16% [1] - The rail transit industry is expected to benefit from long-term policies such as "Transportation Power" and green transportation development, which may support the company's order acquisition [1]

Company Project Progress - The company recently won 21 significant rail transit projects, with a total value of approximately 5.26 billion yuan, accounting for about 16.20% of the audited revenue for 2024 [2] - The projects include both railway market and urban rail transit sectors, such as the Guangzhou East Station renovation and the Chengdu to Meishan line, which may impact the company's future performance [2] Fund Movement - Recent data shows a net outflow of main funds amounting to 12.43 million yuan, with a net financing buy of -5.9966 million yuan, and a financing balance of 438 million yuan, which is at a relatively high level over the past year [3] - This indicates a cautious short-term funding sentiment, which may increase stock price volatility [3] Industry Policy Status - The rail transit industry continues to benefit from policy support such as the "Transportation Power" initiative, with expectations of increased infrastructure investment, potentially providing long-term support for the company's orders [4] - The company is controlled by the State-owned Assets Supervision and Administration Commission, and its valuation is considered to be within a reasonable range, although market rotation and unlocking pressure should be monitored [4]

Core Viewpoint - Jiangkou Technology (688015.SH) is advancing its internationalization strategy, recently signing a contract worth approximately 456 million RMB with Metro Trains West Pty Ltd for the Sydney Metro West TSMO signaling system subcontract project, marking a significant step in expanding its international rail transit market presence [1][2]. Group 1: Financial Performance - Jiangkou Technology expects to achieve a net profit attributable to shareholders of approximately 156 million RMB in 2025, representing a year-on-year increase of 86.44%, ending three consecutive years of decline [1][5]. - The company reported a historical high in contract liabilities of 1.248 billion RMB as of the end of Q3 2025, reflecting a year-on-year increase of 127.59%, which supports the growth of operating performance [3]. - For the first three quarters of 2025, the company achieved revenues of 403 million RMB, 549 million RMB, and 538 million RMB, with net profits attributable to shareholders of 17.7 million RMB, 33.24 million RMB, and 34.08 million RMB respectively, indicating a trend of increasing profitability [6]. Group 2: International Expansion - The contract with Metro Trains West Pty Ltd is part of Jiangkou Technology's ongoing efforts to expand its international footprint, having previously completed projects in Vietnam and Hong Kong, and is actively engaging with clients in South America, Australia, and Southeast Asia [2][3]. - The Sydney Metro West line, a new 24-kilometer subway line with nine stations, is expected to significantly enhance rail capacity between the Central Business District and the Parramatta area, alleviating congestion in the western rail corridor [2]. Group 3: Research and Development - Jiangkou Technology maintains a strong focus on research and development, with a research expense ratio of 13.39% in 2025, reflecting its commitment to technological innovation in urban rail transit signaling systems [4][7]. - The company has accumulated 1,295 authorized patents, including 39 overseas patents, showcasing its technological leadership in the industry [6].

本报讯（记者 胡萌伟 廖晨霞）天津轨道交通集团将盘活存量资产与内涵式发展紧密结合，通过激活既 有轨道资源，创新构建站城融合发展新模式。昨日，以热带雨林为主题的特色商业街区——光屿城正式 开门纳客，为市民带来全新的消费与休闲体验。 光屿城项目位于地铁文化中心站H口，紧邻万象城，坐拥地铁5、6、11号线三线交汇的便捷交通优势， 通达性极强。项目商业经营面积2.4万平方米，以多元化业态布局串联全龄段消费需求，既覆盖亲子家 庭休闲娱乐需求，也吸引青年社群潮流消费，同时兼顾银发群体的差异化体验，将轨道交通、品质消 费、文化体验与公共服务有机融合，让市民实现通勤、消费、休闲、社交等多元生活场景的无缝衔接。 "今天文化中心地铁站客流明显增长，我们已在车站重点区域增配志愿者力量，全力为前往光屿城的乘 客提供指引引导、便民服务等保障工作，确保出行与消费体验顺畅舒心。"地铁文化中心站区站区长高 泓介绍。 转自：天津日报 （来源：天津日报） ...