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国铁武汉局加开127列夜行高铁应对假期返程客流高峰
Xin Hua Wang· 2025-10-08 12:38
新华社武汉10月8日电(记者王自宸)记者8日从中国铁路武汉局集团有限公司获悉,10月8日铁路迎来 返程客流高峰,国铁武汉局加开309列始发旅客列车,其中在客流热门方向加开127列夜行高铁,预计将 发送旅客113.5万人次。 国铁武汉局相关负责人介绍,10月9日、10日铁路客流还将保持高位运行,铁路部门将根据客流需求和 车票预售、候补购票情况,动态安排运力投放,旅客可通过12306网站、车站公告等渠道查询列车开行 信息,合理安排行程。 随着假期临近结束,10月8日,国铁武汉局在实行高峰列车运行图的基础上,在汉十高铁、郑渝高铁、 汉宜铁路等线路以及去往成渝、沪杭等热门方向加开309列始发旅客列车。其中,在广州、宜昌和襄阳 等热门方向加开127列夜行高铁,将去往深圳、青岛和宜昌等方向的35列动车重联开行,大力满足旅客 出行需求。 湖北地处全国铁路网中部,路网贯通南北,承东启西。今年国庆节和中秋节假期,国铁武汉局客流呈现 总量大、首尾时段集中等特点,部分区间和时段客流高度集中。其中,10月1日发送旅客122.1万人次, 同比增长8.9%,创下单日发送旅客数量最高纪录。假日期间,铁路客流持续保持高位运行,日均发送 旅客 ...
河南郑州:检修动车保障“双节”运输安全
Ren Min Wang· 2025-09-29 07:31
河南郑州:检修动车保障"双节"运输安全【3】 河南郑州:检修动车保障"双节"运输安全【4】 河南郑州:检修动车保障"双节"运输安全【5】 河南郑州:检修动车保障"双节"运输安全 河南郑州:检修动车保障"双节"运输安全【2】 ...
高盛:中国中车与时代电气中绩符预期 上调目标价
Zhi Tong Cai Jing· 2025-08-27 06:56
Core Viewpoint - Goldman Sachs reports that the performance of China CRRC (601766) and Times Electric (03898) in the first half of the year is generally in line with guidance, showing a mixed but stable status in railway and emerging businesses [1] Group 1: Company Performance - Goldman Sachs raised the target price for CRRC's H-shares from HKD 6.2 to HKD 6.8 and for Times Electric's H-shares from HKD 35.3 to HKD 37, maintaining a "Buy" rating for both [1] - The Ministry of Railways has cumulatively tendered for 278 high-speed trains and 455 EMUs this year, exceeding Goldman Sachs' forecasts of 230 and 400 respectively, which is expected to provide solid support for the companies' annual profits [1] Group 2: Earnings Forecasts - The earnings per share (EPS) forecast for CRRC from this year to 2030 has been raised by 8% to 12% [1] - The EPS forecast for Times Electric from 2026 to 2030 has been increased by 4% to 7%, although the EPS forecast for this year has been reduced by 1% due to lower-than-expected profit margins [1]
高盛:中国中车(01766)与时代电气(03898)中绩符预期 上调目标价
智通财经网· 2025-08-27 06:55
Core Viewpoint - Goldman Sachs reports that the performance of China CRRC (01766) and CRRC Times Electric (03898) in the first half of the year is generally in line with guidance, showing a mixed but stable situation in railway and emerging businesses [1] Group 1: Company Performance - Goldman Sachs raised the target price for CRRC's H-shares from HKD 6.2 to HKD 6.8 and for CRRC Times Electric's H-shares from HKD 35.3 to HKD 37, maintaining a "Buy" rating for both [1] - The Ministry of Railways has cumulatively tendered for 278 high-speed trains and 455 electric multiple units this year, exceeding Goldman Sachs' forecasts of 230 and 400 respectively, which is expected to provide solid support for the companies' annual profits [1] Group 2: Earnings Forecasts - The earnings per share (EPS) forecast for CRRC from this year to 2030 has been increased by 8% to 12% [1] - The EPS forecast for CRRC Times Electric from 2026 to 2030 has been raised by 4% to 7%, while the EPS forecast for this year has been reduced by 1%, reflecting lower-than-expected profit margins [1]
中国中车(601766):收入及利润双增长,铁路装备及新兴业务增长较快
Huachuang Securities· 2025-08-27 06:55
Investment Rating - The report maintains a "Strong Buy" rating for China CNR Corporation (601766) [1] Core Views - The company reported a revenue of 119.76 billion, a year-on-year increase of 32.99%, and a net profit attributable to shareholders of 7.25 billion, a year-on-year increase of 72.48% for the first half of 2025 [1] - The second quarter revenue was 71.09 billion, a year-on-year increase of 22.85%, with a net profit of 4.19 billion, a year-on-year increase of 31.32% [1] - The report highlights rapid growth in railway equipment and emerging businesses, with significant increases in various segments [7] Financial Performance Summary - Total revenue for 2024A is projected at 246.46 billion, with a year-on-year growth rate of 5.2%. For 2025E, revenue is expected to reach 279.22 billion, reflecting a growth rate of 13.3% [3] - Net profit attributable to shareholders is forecasted to be 12.39 billion for 2024A, with a growth rate of 5.8%, and 14.14 billion for 2025E, with a growth rate of 14.2% [3] - The report indicates an increase in gross margin and net margin, with gross margin at 21.81% and net margin at 7.45% for the first half of 2025 [7] Business Segment Performance - Railway equipment business revenue reached 59.71 billion, a year-on-year increase of 42.21%, with specific increases in various types of trains [7] - Urban rail and infrastructure business generated 17.40 billion, a year-on-year increase of 6.27%, while new industry business revenue was 40.73 billion, a year-on-year increase of 35.59% [7] - The report notes a positive trend in railway passenger flow and fixed asset investment in railways, with a 6.7% increase in passenger volume and a 5.6% increase in fixed asset investment year-on-year [7] Investment Recommendations - Given the strong performance in the first half of 2025, the report raises the company's earnings expectations, projecting revenues of 279.22 billion, 313.78 billion, and 351.98 billion for 2025-2027, respectively [7] - The target price is adjusted to 10.60 yuan, based on a 20x PE ratio for 2026, maintaining the "Strong Buy" rating [7]
中国中车(601766):25H1业绩创历史新高,增加中期分红强化股东回报
Investment Rating - The report maintains a "Buy" rating for the company [2] Core Insights - The company reported a record high performance in H1 2025, with revenue of 119.76 billion, a year-on-year increase of 32.99%, and a net profit attributable to shareholders of 7.25 billion, up 72.48% [5][8] - The railway equipment business showed the fastest growth, with revenue of 59.71 billion, a year-on-year increase of 42.21% [8] - The company plans to distribute a cash dividend of 1.1 yuan per 10 shares, totaling 3.16 billion, which represents 43.57% of the net profit for the first half of 2025 [8] - The profit margin and net profit for the first half of the year reached historical highs, with a net profit margin of 7.45% [8] Financial Data and Profit Forecast - The company expects total revenue for 2025 to be 265.21 billion, with a year-on-year growth rate of 7.6% [7] - The forecasted net profit for 2025 is 13.82 billion, reflecting an 11.6% increase compared to the previous year [7] - The projected earnings per share for 2025 is 0.48 yuan, with a price-to-earnings ratio of 16 [7] Business Segment Performance - The railway equipment repair and modification business generated revenue of 22.36 billion, a year-on-year increase of 11.81% [8] - The new industry segment reported revenue of 40.73 billion, up 35.59% year-on-year [8] - The modern service revenue reached 1.92 billion, with a growth of 16.39% [8] Market Context - National railway fixed asset investment for January to July 2025 was 433 billion, a year-on-year increase of 5.6%, indicating strong demand for railway services [8] - The company has exceeded the previous year's bidding volume for high-speed trains, with 278 sets of 350 km/h trains bid in the first eight months of 2025 [8]
异动盘点0821|中国联通涨超4%,周生生涨近3%,劳氏上调全年销售指引
贝塔投资智库· 2025-08-21 04:01
Group 1 - The core viewpoint of the article highlights the positive performance of various companies in the Hong Kong stock market, with significant profit growth and strategic initiatives such as share buybacks and financing rounds [1][2][3][4]. Group 2 - 万国数据-SW (09698) reported a profit of 690 million RMB for the first half of the year, marking a turnaround from losses, and is currently pursuing a Series C financing round to support future projects [1]. - BOSS直聘-W (02076) saw a 85% increase in net profit year-on-year, with a nearly 20% rise in average monthly active users, and announced a share buyback plan of up to 250 million USD [1]. - 长城汽车 (02333) experienced a nearly 6% increase in stock price, with over 20,000 orders for the Haval Menglong 2026 model within 24 hours, indicating strong demand and potential for profit growth [1]. - 周生生 (00116) anticipates a mid-term profit increase to over 900 million RMB, driven by rising gold prices and effective cost control measures [1]. - 中国中车 (01766) saw a stock price increase of over 5% due to the successful bidding for 210 sets of trains, with expectations of sustained high railway investment [2]. - 中广核矿业 (01164) issued a profit warning, expecting a mid-term loss of up to 90 million HKD due to significant price fluctuations in uranium trading [2]. - 特步国际 (01368) reported better-than-expected performance, with a 12% higher net profit than Goldman Sachs' forecast, attributed to increased other income and revenue [2]. - 中国联通 (00762) experienced a stock price increase of over 4%, with expectations of stable dividend growth despite mid-term performance pressures [2]. - 玖龙纸业 (02689) anticipates a maximum annual profit growth of 190%, driven by declining costs [2]. - 海丰国际 (01308) reported a nearly 80% increase in net profit for the first half of the year, attributed to a 7.3% increase in container volume and a 22.8% rise in average freight rates [3].