Core Viewpoint - China Railway Industry (中铁工业) is expected to achieve a new overseas contract signing amount of 3.686 billion yuan in 2025, reflecting a year-on-year growth of 0.36% [1] Group 1: Financial Performance - The overseas new contract amount for 2025 is projected to be 3.686 billion yuan, indicating a slight increase of 0.36% compared to the previous year [1] - High-margin products such as tunnel construction equipment and turnouts account for nearly 70% of the total contracts [1] Group 2: Market Presence - Major orders are sourced from regions including Western Europe, the Middle East, and Oceania for shield tunneling machines (TBM), as well as from Northern Europe for bridge steel structures and North Africa for turnouts [1] - The company has maintained the position of the world's largest producer of shield tunneling machines (TBM) for nine consecutive years, with products exported to over 30 countries including Italy, Germany, and Canada [1]

Market Performance - The rail transit equipment sector increased by 1.81% compared to the previous trading day, with Gongda Gaoke leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Individual Stock Performance - Gongda Gaoke (688367) closed at 38.45, up 5.63% with a trading volume of 46,200 shares and a transaction value of 172 million yuan [1] - Dinghan Technology (300011) closed at 8.64, up 3.10% with a trading volume of 296,500 shares and a transaction value of 261 million yuan [1] - China CNR (601766) closed at 6.48, up 2.86% with a trading volume of 2.8144 million shares and a transaction value of 1.806 billion yuan [1] - Shenzhou Gaotie (000008) closed at 3.00, up 2.74% with a trading volume of 537,300 shares and a transaction value of 160 million yuan [1] - Other notable stocks include Times Electric (688187) up 1.78% and China Railway Materials (000927) up 1.77% [1] Capital Flow Analysis - The rail transit equipment sector saw a net inflow of 296 million yuan from institutional investors, while retail investors experienced a net outflow of 143 million yuan [2] - Major stocks like China CNR had a net inflow of 3.30 billion yuan from institutional investors, but a net outflow of 1.38 billion yuan from retail investors [3] - Shenzhou Gaotie had a net inflow of 17.2 million yuan from institutional investors, with retail investors also experiencing a net outflow [3]

Core Viewpoint - China Railway Industry (600528.SH) reported a new overseas contract value of 3.686 billion yuan in 2025, representing a year-on-year growth of 0.36% [1] Group 1: Financial Performance - The overseas contract value for 2025 is 3.686 billion yuan, with nearly 70% of the contracts coming from high-margin products such as tunnel construction equipment and turnouts [1] - The company has achieved a world-leading position in the production and sales of shield tunneling machines (TBM) for nine consecutive years [1] Group 2: Market Expansion - The primary sources of overseas orders are from Western Europe, the Middle East, and Oceania, focusing on TBM products, bridge steel structures in Northern Europe, and turnout orders in North Africa [1] - The company has been actively expanding into developed markets in Europe, America, Asia, and Oceania, leading to a continuous increase in market share [1] Group 3: Future Strategy - The company plans to continue enhancing its efforts in overseas market development and strengthen collaboration with large international construction contractors to further consolidate and expand its presence in the overseas market [1]

格隆汇2月4日丨中铁工业(600528.SH)在投资者互动平台表示，公司对欧盟市场的销售以境内主体直接 出口为核心，辅以本地化服务网络及战略合作伙伴协同联动，通过构建多层次立体经营格局，持续强化 市场服务能力与品牌影响力。欧盟市场一直是中铁工业的重点经营区域，2025年欧洲在全公司海外新签 订单中占比近50%。 ...

Core Viewpoint - China Railway Industry (600528.SH) reported a new overseas contract value of 3.686 billion yuan in 2025, representing a year-on-year growth of 0.36% [1] Group 1: Financial Performance - The overseas contract value for 2025 is 3.686 billion yuan, with nearly 70% of the contracts coming from high-margin products such as tunnel construction equipment and turnouts [1] - The company has achieved a continuous world-leading sales volume of shield tunneling machines (TBM) for nine consecutive years [1] Group 2: Market Expansion - The primary sources of overseas orders are from Western Europe, the Middle East, and Oceania, focusing on TBM products, bridge steel structures in Northern Europe, and turnout orders in North Africa [1] - The company has been actively expanding into developed markets in Europe, America, Asia, and Oceania, leading to a continuous increase in market share [1] Group 3: Future Strategy - The company plans to continue enhancing its overseas market development efforts and strengthen collaboration with large international construction contractors to further consolidate and expand its overseas market presence [1]

每经AI快讯，据中铁工业官微2月1日消息，近日，由中铁工业、中铁隧道局联合研制的世界最大直径 竖井掘进机"启明号"在崇太长江隧道2号竖井顺利贯通，实现了当月始发、当月完成掘进任务（56.08米) 的目标，创造了高铁竖井掘进机直径最大、速度最快的新纪录，为崇太长江隧道"领航号"盾构机的接 收、二次始发及全隧贯通奠定基础。 (资料图片仅供参考) ...

Core Viewpoint - The "Fengyunhui·Smart Rail 2026 Central-Local Cooperation Conference for High-Quality Development of Rail Transit" aims to promote the development of the rail transit industry in Fengtai District, Beijing, aligning with the national "14th Five-Year Plan" and focusing on high-end, intelligent, green, and global development of the rail transit industry [1][2]. Group 1: Conference Highlights - The conference was co-hosted by the Fengtai District People's Government and China CRRC Group, gathering over 300 domestic and international guests to showcase industry planning, overseas services, and cutting-edge technology achievements [1][2]. - A series of significant initiatives were announced, including the establishment of a comprehensive service platform for enterprises to support their global market expansion [6][12]. Group 2: Industry Development Strategy - Fengtai District has over 260 key enterprises in the rail transit sector, generating annual revenue exceeding 300 billion yuan, and aims to build a full industrial chain ecosystem covering planning, construction, equipment manufacturing, and operation management [2][4]. - The district plans to focus on intelligent equipment and operational scheduling, encouraging enterprises to engage in AI and core sensor research, and to transition from single equipment providers to comprehensive solution providers [6][12]. Group 3: Collaborative Agreements - Multiple partnerships were formed during the conference, including the establishment of a joint research center for new railway electrical technology and collaborations between various universities and enterprises to tackle industry challenges [3][4]. - Financial institutions have also reached agreements to provide diversified financial support for the rail transit industry's high-quality development [4][9]. Group 4: Innovation and Technology - The conference showcased innovative solutions such as AI-enabled smart operation and maintenance systems, which have significantly improved efficiency and safety in urban rail transit lines [11]. - The event highlighted the achievements of the "Zhongguancun Rail Transit International Innovation and Entrepreneurship Competition," which promotes high-quality innovative projects in the rail transit sector [11]. Group 5: Future Outlook - Fengtai District aims to deepen cooperation with international partners and enhance its role as a national-level innovation source for rail transit, focusing on creating a robust industrial ecosystem with platforms, projects, funding, scenarios, and services [12].

证券代码：600528 证券简称：中铁工业 编号：临 2026-002 中铁高新工业股份有限公司 关于变更签字注册会计师的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误 导性陈述或重大遗漏，并对其内容的真实性、准确性和完整性承担法律 责任。 二、新任签字注册会计师的基本情况 杨平 2022 年 12 月成为中国注册会计师，自 2024 年 11 月开始在 天健会计师事务所执业。杨平不存在违反《中国注册会计师独立性准则第 1 号——财务报表审计和审阅业务对独立性的要求》和中国注册会计师职 业道德守则有关独立性要求的情形，最近三年未曾因执业行为受到过刑事 处罚、行政处罚、监督管理措施和纪律处分。 三、本次变更对公司的影响 本次变更过程中相关工作安排已有序交接，变更事项不会对公司 2025 年度财务报告及内部控制审计工作产生不利影响。 特此公告。 中铁高新工业股份有限公司董事会 中铁高新工业股份有限公司（以下简称公司）于 2025 年 3 月 28 日、 2025 年 6 月 27 日分别召开第九届董事会第九次会议和 2024 年年度股东 会审议通过《关于续聘公司 2025 年度财务报告及内部控制 ...

证券代码：600528 证券简称：中铁工业 编号：临2026-001 二、2025年第四季度重大合同签约/中标情况 单位：万元 币种：人民币 ■ （二）按地区分布统计 单位：万元 币种：人民币 ■ 中铁高新工业股份有限公司2025年主要经营数据暨第四季度重大合同签约/中标公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或重大遗漏，并对其内容的 真实性、准确性和完整性承担法律责任。 一、2025年新签合同额情况 （一）按业务类型统计 单位：万元 币种：人民币 ■ 上述合同金额合计人民币253,186万元，约占本公司2024年营业收入的8.73%。 特此公告。 中铁高新工业股份有限公司董事会 二〇二六年一月二十九日 ...

Group 1 - The core point of the article is that China Railway Industry (600528.SH) reported a new contract signing amount of 44.396 billion yuan for 2025, representing a year-on-year decrease of 7.79% [1] - The specialized engineering machinery equipment and related services business experienced a year-on-year growth of 6.70%, while the transportation equipment and related services business saw a decline of 11.90% [1] - In the fourth quarter, the total amount of major contracts signed or won was 2.532 billion yuan, accounting for approximately 8.73% of the company's revenue for 2024 [1]