Core Insights - The Ministry of Transport reported that in June 2025, 54 cities across 31 provinces and the Xinjiang Production and Construction Corps had a total of 330 operational urban rail transit lines, covering 11,127.6 kilometers [1] - In June, the passenger volume decreased by 1.8 million trips month-on-month, a decline of 6.3%, but increased by 0.7 million trips year-on-year, a growth of 2.7% [1] - The average passenger intensity for the total operational mileage in June was 0.817 million trips per kilometer per day, which represents a month-on-month decrease of 3.1% and a year-on-year decrease of 3.8% [1] Operational Developments - In June, 149.3 kilometers of new operational mileage were added, along with 4 new operational lines [1] - The new lines include the first phase of Ningbo Metro Line 8, Guangzhou Metro Line 10, the western and eastern sections of Guangzhou Metro Line 12, and the Guangzhou Huangpu Tram Line 2 [1]

Group 1 - The successful completion of the TBM left line between Tianshan First Road Station and Tianshan Second Road Station marks a significant milestone for the construction of Qingdao Metro Line 15, accelerating the overall project progress [2][3] - The project team employs a refined, intelligent, and mechanized management approach, utilizing a "double-line linkage" mechanism to apply experiences from the right line construction to the left line [2] - The TBM section, approximately 2.5 km long, overcame various technical challenges, including fault zone excavation and surface settlement control, through advanced techniques such as "pre-injection grouting reinforcement + intelligent drainage monitoring" [2][3] Group 2 - The construction of Qingdao Metro Line 15 is crucial for connecting the districts of Chengyang, Licang, and Laoshan, effectively alleviating north-south traffic pressure in the main urban area [3] - The project team emphasizes strict adherence to the "team responsibility system" and proactive geological forecasting to ensure precise analysis and control throughout the construction process [3] - Moving forward, the company aims to enhance safety and quality control, optimize process coordination, and ensure efficient progress of the remaining construction work [3]

Core Points - The announcement is regarding the selection process for the bond underwriters for Guangxi Liuzhou Urban Rail Transit Investment Development Group Co., Ltd. [1][2] - The aim is to establish a reserve list of bond underwriters to ensure efficient and high-quality service for the company and its subsidiaries [1] Group 1: Qualifications for Underwriters - Proposed underwriters for corporate and enterprise bonds must have qualifications as bond underwriters and a rating of BB or above from the previous year's CSRC classification [1][7] - They should rank in the top 60 in terms of underwriting scale for corporate and enterprise bonds in the past three years [1][7] - Good team coordination, service quality, and sales capabilities are required, with a preference for those with a strong underwriting scale in Guangxi [1][7] - Strategic resources may allow for relaxed entry standards [1][7] Group 2: Qualifications for Association Product Underwriters - Proposed underwriters for products from the China Interbank Market Dealers Association must have the necessary qualifications as underwriters [2][7] - They should demonstrate good team coordination and service quality, with a preference for those ranking high in the Guangxi region [2][7] - Having a branch in Guangxi is preferred, and strategic resources may also allow for relaxed entry standards [2][7] Group 3: Application Process - The deadline for the first batch of applications is July 18, 2025, at 18:00, with instructions for submission provided [3][8] - Required documents for corporate and enterprise bond underwriters include a business license, securities business license, and a specific application form [4][9] - Required documents for association product underwriters include a business license, underwriter qualification proof, and the same application form [4][9] Group 4: Contact Information - The contact person for the application process is Luo Mingxia from the Capital Operations Department of the Rail Transit Group [5][9] - The address for submission is provided as Guangxi Liuzhou, East Ring Avenue 232 [5][9]

投资者关系活动类别 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 活动参与人员 开源证券 胡耀文 地铁设计 孙艺汉 时间 2025年7月9日 地点 公司会议室 形式 现场调研 交流内容及具体问答 记录 1.发行股份购买资产进展情况？ 为构建系统完善的全过程工程咨询产业链，提高企业 核心竞争力，公司拟以发行股份购买资产方式收购广州地 铁持有的广州地铁工程咨询公司100%股权并募集配套资 金，以进一步实现对勘察设计、规划咨询、工程监理等工 程咨询业务的整合。本次交易对价约5.11亿元，相关资产 的注入预计将会进一步增厚公司未来年度的经营业绩。本 次交易事项已经公司董事会、股东会审议通过，现已报交 易所受理。 2.一季度业绩下滑的原因？ 公司一季度经营业绩存在一定波动，主要系在于公司 所从事的轨道交通勘察设计项目周期较长，不同项目以及 同一项目在不同阶段的毛利存在一定波动，受到具体项目 进度的影响，一季度经营业绩较以往年度有所下滑；结合 公司自主建设的地铁设计大厦投入使用，相关在建工程转 入固定资产导致折旧增加，相关成本费用有所提升等情 况，公司一季度经营业绩存 ...

Core Insights - Beijing's urban rail system has become the first in the world to support payment services from five major card organizations: China UnionPay, Mastercard, Visa, JCB, and American Express, enhancing international accessibility for passengers [1][2] - The upgrade covers 29 operational lines and 523 stations, including the suburban S2 line, allowing passengers to pass through gates without prior ticket purchase or app downloads, thus promoting a seamless travel experience [1][2] Group 1: Payment Service Innovation - The integration of five major card organizations breaks traditional payment barriers, enabling passengers from over 130 countries to enjoy a convenient travel experience with just one card [2] - The "fast pass" feature facilitates efficient international travel, allowing visitors to feel the city's openness immediately upon entering the subway [2] Group 2: Soft Environment Enhancements - Beijing is enhancing its soft environment through various services, including translation machines at stations, bilingual announcements on buses, and English versions of ride-hailing apps, creating a comprehensive foreign service system [2] - The ability for foreign passengers to easily swipe their cards and purchase tickets for friends reflects the city's inclusivity and warmth [2] Group 3: Broader International Engagement - Beijing is optimizing resource allocation and improving mechanisms to integrate international engagement into the city's fabric, including enhancing the Yanqi Lake International Conference Center and accelerating the development of the Fourth Embassy District [2] - The city embraces the world with an open attitude, implementing visa-free entry policies and increasing international flight routes, showcasing its commitment to global connectivity [2][3]

齐鲁晚报·齐鲁壹点记者 赵波 夏日的青岛，地铁建设工地热潮涌动。7月8日，记者从青岛地铁集团获悉，近期地铁2号线二期、5号 线、7号线、15号线迎来多项关键节点突破——从附属结构封顶到盾构机精准贯通，从主体结构首板浇 筑到装配式施工创新落地，多线齐发的建设节奏，正为岛城轨道交通网络"拼图"按下"快进键"。 2号线二期：东川路站附属结构封顶 作为连接东岸城区与崂山的重要线路，地铁2号线二期近期传来好消息：东川路站配套附属结构A出入 口、1号风亭及安全疏散通道顺利实现结构封顶。据悉，2号线二期（东段）起于李村公园站，终于北宅 科站，建成后将进一步加密崂山区域轨道交通覆盖，助力崂山景区与主城区的快速联通。 5号线：双线贯通+主体开建 地铁5号线福宁立交站，车站主体结构仰拱首板成功完成浇筑。海云庵站-湖岛站区间（"海湖区间"）的 进展——随着"云瑞号"盾构机刀盘精准破岩而出，该区间左线顺利接收，至此海湖区间提前15天实现双 线贯通。据悉，这段区间地质复杂，穿越多处老旧建筑群和地下管线，盾构机需啃下坚硬的花岗岩层， 能提前贯通，靠的是精准的掘进参数控制和24小时动态监测。5号线建成后将串联起市南、市北、李沧 三大城区， ...

5.公司的主要业绩增长点？ 广州地铁设计研究院股份有限公司 投资者关系活动记录表 编号：2025-005 投资者关系活动类别 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 活动参与人员 天风证券 王 涛 地铁设计 孙艺汉 时间 2025年7月8日 地点 公司会议室 形式 现场调研 交流内容及具体问答 记录 一、介绍公司基本情况。 二、交流环节 1.2024年新签订单情况？ 公司2024年整体经营稳健，受到外部市场环境以及各 地轨道交通建设与规划批复周期等因素影响，公司披露的 新中标合同额较以前年度有所减少。公司所从事的轨道交 通勘察设计服务贯穿轨道交通建设的全过程，项目周期通 常在5-8年，目前在手订单充足，合同整体转化平稳。 2.公司工程总承包业务开展情况？ 公司工程总承包业务包括人防工程总承包、设计牵头 的工程总承包以及合同能源管理业务等。2024年，公司工 程总承包业务占比提升，主要系由于人防工程总承包业务 增长以及部分以合同能源管理模式实施的轨道交通空调 系统节能改造项目投入运营所致。 3.发行股份购买资产项目情况？ 为构建系统完善的全过程工程咨询 ...

近日，济南轨道交通7号线工业南路站（以下均为工程名）至华能路站（简称工华区间）右线隧道迎来关键进展，盾构机"春雷号"顺利始发，正式开启597米 的地下掘进之旅，标志着该区间建设驶入"快车道"。 直面多重"地下考验" "春雷号"此次掘进堪称一场高难度"地下闯关赛"： • 急弯与陡坡挑战：线路包含两处最小半径360米的急弯，类似地下"发卡弯"，对姿态控制精度要求极高；同时需应对25‰的单面坡，考验设备动力与推进稳 定性。 • 智慧掘进策略：依据地层变化和监测数据，动态优化掘进压力、速度等核心参数，确保设备平稳前行。 • 科技"智慧大脑"：借助盾构智能管理系统，实现精准轴线控制、沉降智能预测和施工可视化管理，提前预判风险、提升效率；同时配备严密应急预案并定 期演练，筑牢安全防线。 "春雷号"的掘进不仅是泉城地下的奋进序曲，更彰显着新时代基建力量。下一步，济南轨道交通集团7号线项目管理部将持续以科技与匠心推进施工，助力 济南轨道交通网络完善，让城市出行更便捷，城市脉动更强劲。 • 精密沉降管控：盾构路径下方密集分布11种重要地下管线，包括大直径雨水管、高压热力管等，沉降控制必须达到毫米级精度。 全方位护航与科技赋能 ...

证券代码：002480 证券简称：新筑股份 成都市新筑路桥机械股份有限公司 编号：2025-003 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 动类别 | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 活动参与人员 | 1、公司接待人员：张杨、简杰； | | | 2、来访对象：安格斯商业管理（成都市）集团有限公司。 | | 时间 | 2025 年 07 月 07 日（星期一）下午 15:00-16:00 | | 地点 | 新筑股份办公楼 324 会议室 | | 形式 | 现场交流 | | | 一、公司情况介绍 | | | 成都市新筑路桥机械股份有限公司（以下简称"公司"） | | | 副总经理、董事会秘书张杨从历史沿革、产业布局等方面介绍 | | | 公司基本情况，并介绍了公司本次重大资产重组预案基本情 | | | 况。 | | | 二、问答环节 | | | 问 1：请介绍本次重组方案。 | | | 答：公司已披露重组预案，本次公司拟向四川蜀道轨道交 | | | 通集团 ...

Group 1: Economic Overview - The National Development and Reform Commission has allocated over 300 billion yuan to support the third batch of "two heavy" construction projects for 2025, completing the 800 billion yuan project list for this year [1] - Major engineering projects are accelerating in various regions, with a focus on power grid upgrades, rail transportation, and high-end energy equipment [1][5] - Infrastructure investment from January to May increased by 5.6% year-on-year, contributing 34.5% to overall investment growth [4] Group 2: Project Progress - The Beijing Urban Sub-center Station, Asia's largest underground comprehensive transportation hub, is nearing completion, with 95% of the main construction decoration finished [1] - In Lanzhou, Gansu Province, 493 projects have been planned with a total investment of 104.5 billion yuan, and 3 billion yuan in national funding has leveraged 6.6 billion yuan in investments [2] Group 3: Investment Trends - There is a notable increase in investments in new industries and models, particularly in sectors like new energy vehicles, intelligent driving, and artificial intelligence [6][5] - Manufacturing investment from January to May grew by 8.5%, with high-tech manufacturing sectors like aerospace and computer equipment seeing significant increases [6] Group 4: Policy Support - The macroeconomic policies are effectively boosting confidence, with the completion of the 800 billion yuan "two heavy" project list expected to further drive investment in the second half of the year [7] - The central government's investment support in the water conservancy sector has been increased by an average of 20 percentage points, expanding the scope of support [7][8]