（文章来源：证券日报） 温州铁投集团是温州市唯一承担城市轨道交通建设运营、资源开发、关联产业培育及技术研发等职能的 功能类国企。本期债券募集资金重点投向温州市市域铁路S3线一期工程，该项目为贯彻落实《长江三 角洲区域一体化发展规划纲要》战略部署实施的重点工程。项目建成后将与温州铁投集团运营的温州市 域铁路S1线、S2线共同形成总规模达150公里的市域铁路骨干网，对促进温州与长三角核心城市的区域 交通网络的一体化衔接以及产业协同发展发挥重要作用。同时，城市轨道交通体系的建成将便利市民快 捷出行、缓解地面交通压力，具备节能减排效益助力"双碳"目标实现。 温州铁投集团表示，未来，温州铁投集团将继续深入利用资本市场平台，为落实国家战略部署、助力区 域经济高质量发展贡献铁投力量。 本报讯近日，温州市铁路与轨道交通投资集团有限公司（以下简称"温州铁投集团"）2026年面向专业投 资者非公开发行绿色公司债券（第一期）（长三角一体化）在上海证券交易所顺利发行。本期债券是浙 江省首单长三角一体化绿色公司债券，债券发行规模10亿元，期限15年（3年+3年+3年+3年+3年），票 面利率1.88%，由中信证券担任牵头主承销商及簿记 ...

Core Viewpoint - The "Fengyunhui·Smart Rail Cooperation Conference 2026" showcased the strength and collaborative ecosystem of the Fengtai rail transit industry, highlighting various projects and technological advancements aimed at promoting high-quality development in the sector [1]. Group 1: Industry Development and Collaboration - Fengtai District has established itself as a key hub for rail transit, housing over 260 major enterprises with an annual revenue exceeding 300 billion yuan, forming a comprehensive industrial ecosystem covering planning, construction, equipment manufacturing, and operation management [2]. - The district aims to enhance its industrial ecosystem by focusing on quality, innovation, and collaboration, positioning itself as a center for technological innovation and industrial aggregation in rail transit [2]. Group 2: Strategic Partnerships and Research Initiatives - The conference facilitated the signing of cooperation agreements among various entities, including the establishment of a joint research center for new railway electrical technologies to address industry challenges and promote innovation [3]. - Collaborations between companies and academic institutions, such as the partnership between China Railway Electrification Bureau and Hong Kong Polytechnic University, aim to advance research in subway power supply systems [3]. Group 3: Industry Planning and International Cooperation - A series of initiatives were announced to support the rail transit industry, including a focus on smart equipment and operational scheduling, encouraging companies to innovate in AI and core sensor technologies [4]. - The "Xianfeng Qihang" overseas service platform was launched to assist companies in exploring international markets by providing policy support and risk management [4]. Group 4: Service Mechanisms and Support Systems - Fengtai District introduced a "one-on-one smart rail butler" service mechanism to enhance support for the rail transit industry, focusing on personalized and comprehensive service delivery [5]. Group 5: Innovation and Product Showcase - The conference featured a display of cutting-edge products and solutions from major companies, demonstrating advancements in smart signaling systems and intelligent operation solutions that have significantly improved operational efficiency and safety [6][7]. - The 2025 Zhongguancun International Rail Transit Innovation and Entrepreneurship Competition highlighted innovative projects, fostering collaboration between large and small enterprises in the rail transit sector [7].

2026年北京市重点工程计划2月2日正式发布。北京青年报记者了解到，今年北京市将持续发挥"3个 100"市重点工程品牌效应和示范引领作用，集中推进100个重大科技创新及现代化产业项目、100个重大 基础设施项目和100个重大民生改善项目，以重大项目带动扩大有效投资。这300项重点工程当年投资超 过3000亿元。 基础设施 科技创新及现代化产业 新兴产业和未来产业项目纳入计划 北青报记者注意到，"3个100"项目中100个重大科技创新及现代化产业项目的投资占比最高，当年计划 投资1428亿元。这100个项目中，包括一批加快高水平科技自立自强的项目。市发改委相关负责人介 绍，今年本市将统筹科技基础设施平台建设，着力提升"三城一区"主平台发展能级，深化农业中关村建 设，安排重大科研基础设施项目11个，包括北京理工大学创新平台集群实验室项目、北京（平谷）农业 微生物国际创新研究院等。 亦庄线和15号线今年加站 100个重大基础设施项目中，涵盖铁路、地铁、高速公路、城市道路等多方面，当年计划投资674亿元。 其中，在轨道交通方面，今年本市一方面要提升城市轨道交通服务质效，有序推进轨道交通三期项目实 施，完善北京市轨道交 ...

Core Insights - The city plans to invest over 300 billion yuan in 300 major projects in 2026, maintaining that these key projects will support over 30% of the city's total investment, with social investment projects accounting for no less than 70% [1] - The focus is on urban sub-center projects that integrate cultural tourism, transportation infrastructure, education, healthcare, and industrial upgrades, signaling a commitment to urban-rural integration, prioritizing public welfare, green development, and collaborative progress [1] Investment Projects - A total of 100 technology innovation and modernization projects are planned for this year, with an investment of 142.8 billion yuan, including 50 projects in emerging and future industries [3] - Key projects include the Ant Financial agile manufacturing platform and optoelectronic chip manufacturing base, which aim to support high-quality development in the urban sub-center [3] - 33 modern service industry projects are included, covering financial services, software information services, and high-end international business services [3] Cultural and Tourism Development - Six cultural tourism integration projects are part of the key projects, with three located in the urban sub-center, aimed at expanding tourism and accelerating the integration of cultural and tourism industries [3][4] Infrastructure Investment - 100 major infrastructure projects are set for an investment of 67.4 billion yuan, focusing on enhancing the suburban railway network and various transportation projects [4] - Notable projects include the overall improvement of the suburban railway urban sub-center line and the addition of stations to the Yizhuang Line [6][8] Water Management Projects - 20 projects in the water sector focus on waterfront spaces, ecological governance, and water supply infrastructure, including the North Three Counties water supply project and the Taihu recycled water plant [9] Education and Healthcare Initiatives - 100 major livelihood improvement projects are planned with an investment of 102.7 billion yuan, emphasizing housing, elderly and child care, and cultural consumption [10] - 17 new educational projects are set to commence, including new primary and secondary schools in the urban sub-center, and a vocational training center to support local industry [12] - Healthcare resources are being concentrated in the urban sub-center, with projects like the relocation of the Beijing Emergency Center and a new children's hospital [12] Cultural Supply Enhancement - The government aims to enrich cultural offerings and enhance the influence of the national cultural center, with 12 cultural and sports projects, 7 garden city projects, and 5 consumer projects included [10][14] - The Beijing Art Museum project has commenced, which will serve as a large-scale comprehensive art museum, enhancing cultural life for the community [14]

针对机场T3航站楼投用、广州白云站调图、广州南站出租蓄车场搬迁等关键节点，广州智慧交通系统 新增接入T3航站楼航班客流、城际铁路客流、周边新开道路通行数据及交通运力信息，并同步整合广 州南站出租车蓄车场、广州白云站网约车实时运行大屏等核心数据资源，配套接入机场、高铁枢纽、地 铁站等重点区域实时视频流，可实现数据与画面的双向联动。 广州地铁各线路将安排1至4列备用车作为应急运力储备，并在离返穗高峰期间以及花市期间，根据客流 情况提前或延迟运营时间，2月16日（除夕）全线网将延长1.5小时运营服务时间。 2月2日，2026年春运启幕。据广州市交通运输部门预计，春运40天，广州离穗、抵穗人员流动量将达 2.0亿人次，较上年同比增长3.8%。 今年春运，为精准匹配旅客出行高峰，铁路部门持续加大运能供给、优化站场运营布局，广湛高铁开通 后，同步接入广州站与广州白云站，广州白云站全面承接普速列车运营任务。白云机场3个航站楼首次 同步投入春运保障工作，计划航班起降架次较上年实现稳步增长，全力满足旅客航空出行需求。 ...

Core Viewpoint - The Shanghai government aims for a GDP growth of around 5% for the year, with a focus on developing future industries and enhancing the modern industrial system [1][2][3] Economic Goals - The expected GDP growth for Shanghai in 2026 is also around 5%, with a target GDP of 5.67 trillion yuan by 2025, reflecting a growth of 5.4% [2] - Local general public budget revenue is projected to reach 850 billion yuan, with a growth of 1.5% [2] - The report sets a goal for R&D expenditure to be approximately 4.6% of the city's GDP, with an urban unemployment rate targeted to remain within 5% [2] Industry Development - The report emphasizes the cultivation of future industries such as brain-computer interfaces and fourth-generation semiconductors [3] - Implementation of the "Artificial Intelligence +" initiative is highlighted, focusing on enhancing computing power infrastructure and promoting the use of new intelligent terminals and models [3] - The construction of high-level innovation communities and the development of specialized industrial parks are prioritized [3] Investment and Infrastructure - A total of 255 billion yuan is planned for major engineering investments this year, including the construction of various metro lines and significant infrastructure projects [4] - The report outlines the initiation of several key transportation projects, including the extension of existing metro lines and the construction of new railways [4] Financial Reforms - The report calls for deepening financial system reforms and enhancing the construction of the Sci-Tech Innovation Board [5] - It aims to improve the connectivity of bond markets and explore the establishment of an offshore financial system [5] - There is a focus on fostering long-term and patient capital, enhancing the integration of finance and industry, and supporting sectors such as technology innovation and green development [5] Social Services - The report includes plans to reform elderly care services, with the addition of 2,000 cognitive care beds and 200 community-based elderly service stations [5] - It emphasizes the need for diverse services in community elderly care, including meal assistance and medical support [5]

Core Insights - Chengdu's Xinjing District has achieved a GDP growth of 6.5% year-on-year, with industrial output surpassing 60 billion yuan and a 9.5% increase in industrial added value, driven by its "3+2+N" modern industrial system [4][6] - The district is focusing on enhancing its industrial clusters and ecosystem, particularly in green food, new energy, and rail transportation, aiming for a significant upgrade in industrial capabilities by 2025 [5][6][7] Group 1: Industrial Growth and Strategy - The "3+2+N" model includes three leading industries: green food, new energy, and rail transportation, along with two emerging industries: new materials and equipment manufacturing, and various future industries [3][4] - Xinjing's health food industry has reached an output value of over 20 billion yuan, maintaining its position as the top sector in Chengdu [4][6] - The district aims to enhance its industrial ecosystem by attracting more enterprises and developing industrial chains, with a focus on high-quality development [5][6] Group 2: Infrastructure and Project Development - By December 2025, the opening of new rail lines will further integrate Xinjing's manufacturing capabilities into Chengdu's urban development [5] - Xinjing has established a collaborative mechanism for attracting investment, resulting in 78 industrial projects with a total investment of approximately 11.4 billion yuan, including 33 projects exceeding 100 million yuan [6][9] - The district is prioritizing the development of industrial parks, with a goal to create a billion-level economic development zone by 2030 [7][8] Group 3: Business Environment and Support - Xinjing is committed to creating a favorable business environment, with streamlined project approval processes reducing construction timelines significantly [10][11] - The district has implemented a credit rating system for enterprises, enhancing service efficiency and reducing regulatory burdens for businesses [10][11] - A series of initiatives have been launched to support small and medium-sized enterprises, including financial assistance and policy matching services, benefiting over 500 businesses [11]

Group 1: Transportation Improvements - The 2026 Beijing Transportation Comprehensive Governance Action Plan aims to alleviate issues related to tourist bus parking and passenger drop-off in core scenic areas by implementing shared bus stop usage during off-peak hours [1] - The Xiong'an R1 line, connecting Xiong'an New Area to Beijing Daxing International Airport, is expected to be operational by mid-2026, facilitating a one-hour commute to key business districts in Beijing [2] - The plan includes the addition of 35,000 parking spaces in central urban areas, with 20,000 from new potential spaces and 5,000 from utilizing civil air defense projects [3] Group 2: Parking Management - The initiative will explore night-time limited parking around residential areas to increase parking resources, allowing parking from 7 PM to 7 AM the next day [3] - The action plan promotes "alternating traffic" management measures, with at least 20 points for optimization and improvement [4] - There will be enhanced management and maintenance of previously improved under-bridge spaces, including upgrades to 11 specific bridges [4]

格隆汇2月2日丨鼎汉技术(300011.SZ)在投资者互动平台表示，公司聚焦轨道交通行业，依托近二十年 在轨道交通领域的不断创新与实践，已在多个细分领域占据技术领先地位。其中，公司信号电源系统、 中/高频车载辅助电源系统、车辆特种电缆等产品都已应用于高铁相关项目之中。未来，公司会积极跟 踪关注相关行业发展及业务机会，努力提升市场空间以及增长动能。 ...

Core Insights - The 2026 Beijing Transportation Comprehensive Governance Action Plan emphasizes the integration of transportation in the Beijing-Tianjin-Hebei region, with specific projects aimed at enhancing connectivity and efficiency [1][2] Group 1: Transportation Projects - The plan includes the opening of the 22nd subway line (Hongmiao-Pinggu) in Beijing [1] - The construction and renovation of the Xiong'an R1 line, which connects Xiong'an New Area to Beijing Daxing International Airport, is a key project expected to facilitate a one-hour commute to major business districts in Beijing [1][2] - The Daxing Airport Line is undergoing an extension to Lize Business District, which will enhance connectivity to major transport hubs and business areas [2] Group 2: Connectivity Enhancements - The Daxing Airport Line will reduce travel time from Lize Financial Business District to Beijing Daxing International Airport to 25 minutes, improving access to key areas [2] - The plan includes new measures for convenient travel between Beijing and Tianjin, along with the introduction of customized bus routes extending to surrounding areas [2] - The integration of various subway lines and transport hubs will allow for seamless transfers to reach the airport and other significant locations in Beijing [2]