证券日报网讯 2月3日，晋西车轴在互动平台回答投资者提问时表示，二级市场股价受宏观经济、行业 周期、市场资金偏好等多种因素影响，公司管理层始终将维护股东利益、创造长期价值放在核心位置， 全力做好各项经营管理工作，以更扎实的经营业绩筑牢估值基础，同时加强市场沟通，合规落实市值管 理，促进公司市场价值与内在价值相匹配。 （编辑 楚丽君） ...

Core Viewpoint - The railway transportation equipment sector experienced a decline of 2.13% on February 2, with significant losses from companies like Jiuzhou Yituo, which fell by 11.89% [1][2]. Market Performance - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1]. - The railway equipment sector's individual stock performance showed mixed results, with notable declines in several key companies [1]. Stock Performance Summary - Jiuzhou Yituo (688485) closed at 24.23, down 11.89% with a trading volume of 90,800 shares and a transaction value of 230 million [2]. - Other significant declines included Gongda Gaoke (688367) down 11.19% and Shenzhou Gaotie (000008) down 6.13% [2]. - In contrast, companies like Keanda (002972) and Changqing Technology (001324) saw slight increases of 1.47% and 1.27%, respectively [1]. Capital Flow Analysis - The railway equipment sector saw a net outflow of 209 million yuan from institutional investors, while retail investors contributed a net inflow of approximately 74 million yuan [2][3]. - Notable net inflows from retail investors were observed in stocks like 时代电气 (Times Electric) and 朗进科技 (Langjin Technology) [3]. Individual Stock Capital Flow - Times Electric (688187) had a net inflow of 39.35 million yuan from institutional investors, while experiencing a net outflow from retail investors of 38.50 million yuan [3]. - Other stocks like 朗进科技 (300594) and 工大高科 (688367) also showed varying degrees of net inflows and outflows among different investor categories [3].

2020-2025年中国铁路机车产量统计图 上市企业：中国中车（601766）,中国中铁（601390）,中国铁建（601186）,晋西车轴（600495）,太原重 工（600169）,时代新材（600458）,神州高铁（000008）,康尼机电（603111）,辉煌科技（002296）,晋 亿实业（601002） 相关报告：智研咨询发布的《2026-2032年中国铁路机车行业市场现状分析及未来前景规划报告》 根据国家统计局数据显示：2025年12月中国铁路机车产量为193辆，同比增长1.6%；2025年1-12月中国 铁路机车累计产量为1105辆，累计增长16.7%。 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据显示：2025年12月中国动车组产量为304辆，同比增长4.1%；2025年中国动车组累 计产量为1994辆，累计增长6.7%。 2020-2025年中国动车组产量统计图 上市企业：中国中车（601766）,中国通号（688009）,思维列控（603508）,京沪高铁（601816）,晋西车 轴（600495）,神州高铁（000008）,康尼机电（603111）,辉煌科技（002296）,天宜上佳（688033）,威 奥股份（605001） 相关报告：智研咨询发布的《2026-2032年中国高铁行业市场运营格局及前景战略分析报告》 ...

人民财讯1月26日电，近日，金现代（300830）信息产业股份有限公司(简称"金现代")与晋西车轴 （600495）股份有限公司(简称"晋西车轴")成功达成安全生产智能管控平台(HSE)项目三期合作。此次 合作，将紧密围绕晋西车轴的发展战略，进一步优化升级HSE系统，融合教育培训、职业健康管理、视 频监控、可视化数据看板四大模块，着力构建一个以数据驱动、事前防控、闭环管理为核心的现代化安 全生产管理体系。 ...

Core Viewpoint - The company has established a standardized financial management system and internal control framework, and has been upgrading its financial information system to enhance efficiency and achieve integrated application of finance and operations [1] Group 1 - The company has been working on the efficiency upgrade of its financial information system in recent years [1] - The company has not built a financial shared service center, aligning with its actual circumstances [1]

Market Overview - The rail transit equipment sector experienced a decline of 0.62% on January 16, with Bidu Technology leading the drop [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Stock Performance - Notable gainers in the rail transit equipment sector included: - Gongda Gaoke (688367) with a closing price of 32.95, up 4.90% on a trading volume of 45,000 shares and a turnover of 146 million yuan [1] - Jiaoda Sino (300851) closed at 29.63, up 4.40% with a trading volume of 57,400 shares and a turnover of 174 million yuan [1] - Xianghe Industry (603500) closed at 12.96, up 3.43% with a trading volume of 87,000 shares and a turnover of 111 million yuan [1] Fund Flow Analysis - The rail transit equipment sector saw a net outflow of 79.08 million yuan from institutional investors, while retail investors experienced a net outflow of 75.46 million yuan [2] - Conversely, speculative funds recorded a net inflow of 155 million yuan [2] Individual Stock Fund Flow - China Railway Industry (600528) had a net inflow of 37.40 million yuan from institutional investors, but a net outflow of 34.22 million yuan from retail investors [3] - China Communication Signal (688009) saw a net inflow of 3.34 million yuan from institutional investors, while retail investors had a net outflow of 55.10 million yuan [3] - Xianghe Industry (603500) experienced a net inflow of 16.07 million yuan from institutional investors, with retail investors seeing a net outflow of 4.64 million yuan [3]

Group 1 - The company has a presence in the EU market, with clients including Alstom and Siemens in the rail transportation equipment sector [2] - The revenue generated from the EU region constitutes a small proportion of the company's overall operating income [2] - Sales to EU clients are conducted through domestic entities exporting directly from global factories [2]

Core Viewpoint - The company acknowledges that its stock price fluctuations are influenced by multiple factors, including macroeconomic conditions, industry cycles, market sentiment, and investor composition [1] Group 1: Company Actions and Strategies - The company emphasizes the importance of market value management and has implemented a systematic and regular mechanism to promote value discovery and market recognition [1] - The company is actively working to enhance operational performance, standardize governance, stabilize shareholder returns, increase shareholding by controlling shareholders, and strengthen investor communication to align market performance with company value [1] Group 2: Business Performance - The company's fundamentals remain stable, and all business operations are progressing in an orderly manner, showing gradual improvement [1]

Core Viewpoint - The report highlights the growth in China's high-speed train production, indicating a significant increase in output and market potential for related companies in the industry [1] Group 1: Industry Overview - According to the National Bureau of Statistics, the production of China's high-speed trains reached 206 units in November 2025, representing a year-on-year increase of 24.1% [1] - From January to November 2025, the cumulative production of high-speed trains in China was 1,722 units, showing a cumulative growth of 9.3% [1] Group 2: Companies Involved - Listed companies in the high-speed rail sector include China CRRC (601766), China Railway Signal & Communication (688009), and others such as Thinking Rail Control (603508) and Beijing-Shanghai High-Speed Railway (601816) [1] - The report by Zhiyan Consulting provides strategic analysis and market outlook for the high-speed rail industry from 2026 to 2032, indicating a focus on operational patterns and future prospects [1]