中新网合肥1月30日电 (陈卓然 牛红进)在安徽省滁州市，新建上海至南京至合肥高速铁路(下称沪宁合高 铁)跨京沪高铁立交特大桥的2×32米T构梁29日完成转体，这标志着该特大桥转体施工完成。 1月29日， 沪宁合高铁跨京沪高铁立交特大桥转体施工完成。中国中铁一局集团有限公司 供图 其中，跨越京沪高铁部分采用"2×32米转体T构梁+2×100米T构转体梁"组合设计。2×100米T构梁已于1月 16日转体到位。 此次转体的2×32米转体T构梁全长65.4米，宽12.6米。 该T构梁主墩为圆端型实体墩，承台设转体球铰，转体总重约4800吨，采用悬臂浇筑施工，先平行于既 有高铁预制，转体后与京沪高铁交角呈29度。 为实现安全精准转体，中国中铁一局集团有限公司施工团队采用动态平衡配重法与球铰精准定位牵引系 统，为梁体装上"精密转轴"。 同时，技术人员依托智能监测系统，在施工全程实时采集转体姿态、受力、风速等数据，通过数据终端 动态调控，确保毫米级响应纠偏。 沪宁合高铁是沪渝蓉高铁的东段线路、中国"八纵八横"高速铁路网沿江高铁通道的重要组成部分。该项 目建成后，将在上海大都市圈、南京都市圈和合肥都市圈间建起一条新快速通道 ...

Group 1: Profit Forecasts - Dongcai Technology expects a net profit of approximately 300 million yuan for 2025, representing a year-on-year increase of about 65.73% [1] - Aerospace Electronics anticipates a net profit of 192 million to 247 million yuan for 2025, a decrease of 55% to 65% year-on-year [2] - Oulai New Materials forecasts a loss of 33 million to 48 million yuan for 2025, compared to a profit of 28.17 million yuan in the previous year [3] - Jiu Ding New Materials projects a net profit of 85 million to 98 million yuan for 2025, reflecting a year-on-year increase of 187.68% to 231.68% [5] - Chuan Yi Technology expects a net profit of 78 million to 103 million yuan for 2025, reversing a loss of 73.47 million yuan from the previous year [6] - Ju Yi Technology anticipates a net profit of 70 million to 105 million yuan for 2025, representing a year-on-year increase of 228.36% to 392.54% [7] - ST Xifa forecasts a net profit of 110 million to 160 million yuan for 2025, a year-on-year increase of 319.91% to 510.77% [19] - Light Media expects a net profit of approximately 1.5 billion to 1.9 billion yuan for 2025, reflecting a year-on-year increase of 413.67% to 550.65% [34] - Tianqi Lithium anticipates a profit of 369 million to 553 million yuan for 2025, compared to a loss of 7.905 billion yuan in the previous year [31] Group 2: Loss Forecasts - Star Ring Technology expects a loss of 220 million to 250 million yuan for 2025, with a projected revenue of 420 million to 450 million yuan, a year-on-year increase of 13.06% to 21.13% [9] - Filinger anticipates a loss of 65 million to 85 million yuan for 2025, compared to a loss of 37.31 million yuan in the previous year [10] - Jiahe Meikang forecasts a loss of 240 million to 280 million yuan for 2025, compared to a loss of 256 million yuan in the previous year [11] - Light Textile City expects a loss of 15 million to 22.5 million yuan for 2025 [23] - Ailon Technology anticipates a profit of 14.96 million to 22.44 million yuan for 2025, reversing a loss of 21.70 million yuan from the previous year [24] - ST Yun Chuang forecasts a loss of 139 million to 149 million yuan for 2025, with projected revenue of 53.5 million to 57.5 million yuan, a year-on-year increase of 6.15% to 14.09% [42] - Meike Home expects a loss of 1.2 billion to 1.8 billion yuan for 2025, compared to a loss of 864 million yuan in the previous year [36] Group 3: Shareholder Actions - Huafeng Chemical announced that shareholders plan to reduce their holdings by no more than 0.73% of the company's shares [8] - Naxinwei disclosed that shareholders plan to reduce their holdings by no more than 1.75% of the company's shares [12] - Shikong Technology announced that a shareholder plans to reduce their holdings by no more than 3% of the company's shares [13] - Yandong Micro disclosed that a shareholder plans to reduce their holdings by no more than 1% of the company's shares [37] - Daily Interaction announced that shareholders plan to reduce their holdings by no more than 0.135% of the company's shares [41]

Investment Rating - The industry investment rating is "Buy" [4] Core Viewpoints - The report emphasizes that the construction industry is at a valuation bottom, combined with a seasonal uptick in spring, recommending "undervalued & well-positioned" large state-owned enterprises [4] - The report highlights a positive trend in new orders for major construction state-owned enterprises, with a notable increase in overseas orders outpacing domestic orders [4] - The cash flow situation is improving due to local government debt management and enhanced cash flow control at the enterprise level [4] - The report suggests that market capitalization management is becoming mainstream, with an emphasis on increasing dividend rates and stabilizing dividend amounts [4] - Investment recommendations include major state-owned enterprises such as China State Construction, China Railway Construction, and others based on business performance, valuation, cash flow, and market capitalization management [4] Summary by Sections Industry Overview - The construction sector is experiencing a recovery with improved order volumes and a focus on core engineering business [4] - The report notes that major state-owned enterprises have shown positive growth in new orders, with overseas orders increasing significantly [4] Valuation Analysis - The report indicates that the price-to-book (PB) ratios for leading construction state-owned enterprises have returned to historical lows, suggesting potential for valuation recovery [4] Cash Flow Management - The report states that the net cash flow from operating activities in the construction industry has improved, indicating better cash flow management practices [4] Market Capitalization Management - The report discusses the trend of increasing dividend payouts among major state-owned enterprises, reflecting a commitment to shareholder returns [4] Investment Recommendations - The report recommends investing in companies such as China State Construction, China Railway Construction, and others based on their strong fundamentals and attractive valuations [4]

Core Viewpoint - The brokerage firms have set target prices for listed companies, with 10 stocks showing a target price increase of over 20% based on the latest closing prices [1] Group 1: Target Price Increases - A total of 11 target price adjustments were made by brokerages for listed companies [1] - The companies with the highest target price increases include CATL (Ningde Times) at 75.79%, China Railway at 53.99%, and Shanghai Jahwa at 52.17% [1] - These companies belong to the battery, infrastructure, and cosmetics industries respectively [1]

Group 1 - The core viewpoint of the article highlights the target price increases for several listed companies, with notable gains for Ningde Times, China Railway, and Shanghai Jahwa, reflecting strong market confidence in these sectors [1][2]. Group 2 - On January 29, the companies with the highest target price increases were Ningde Times (75.79%), China Railway (53.99%), and Shanghai Jahwa (52.17%), indicating significant bullish sentiment in the battery, infrastructure, and cosmetics industries respectively [1][2]. - A total of 27 listed companies received broker recommendations on January 29, with Qingdao Bank receiving the most recommendations at 5, followed by Mingyang Smart Energy and Ruoyuchen with 2 each [1][3]. - Three companies had their ratings upgraded on January 29, including TBEA, which was upgraded from "Hold" to "Buy" by Huatai Securities, reflecting improved outlooks for these firms [4][6]. - Five companies received initial coverage on January 29, with Qingdao Bank rated "Recommended" by Guolian Minsheng Securities, indicating new interest from analysts in these stocks [6][7].

单位：万元 币种：人民币 ■■ A股代码：601390 A 股简称：中国中铁 公告编号：临2026-009 上述工程中标价合计约人民币4,329,232万元，约占本公司中国会计准则下2024年营业收入的3.74%。 特此公告。 H股代码：00390 H 股简称：中国中铁 中国中铁股份有限公司重大工程中标公告 本公司董事会及其董事保证本公告所载内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内 容的真实性、准确性和完整性负个别及连带责任。 近期，本公司中标以下重大工程： 中国中铁股份有限公司董事会 2026年1月30日 ...

Core Viewpoint - China Railway (00390) has recently won several major engineering projects, with a total bid amount of approximately RMB 43.292 billion, which accounts for about 3.74% of the company's projected revenue for 2024 under Chinese accounting standards [1]. Group 1: Engineering Projects - The company won the bid for the Dongjiakou to Wulian Railway and Jiaoxin Railway capacity expansion project, with a bid amount of RMB 642.713 million and a duration of 913 calendar days [1]. - The company secured the new Luan to Anqing Railway station front and related electrical engineering project, with a bid amount of RMB 614.795 million and a duration of 1826 calendar days [1]. - The company was awarded the new Yichang to Xudong Railway Hunan section station front project, with a bid amount of RMB 596.516 million and a duration of 1461 calendar days [1]. - The Guangzhou East Station renovation and construction project, with a total bid amount of RMB 481.039 million and a duration of 2009 calendar days, was also won by the company [1]. - The new Bomi to Ranwu Railway station front project was awarded to the company, with a bid amount of RMB 475.832 million and a duration of 2190 calendar days [1]. - The company won the bid for the Chongqing to Qianjiang Railway station building and supporting comprehensive transportation hub project, with a bid amount of RMB 302.328 million and a duration of 1096 calendar days [1]. - The Beijing suburban railway northeast ring line project was awarded to the company, with a bid amount of RMB 264.561 million and a duration of 913 days [1]. - The new Jiaozuo to Pingdingshan Railway station front project was secured, with a bid amount of RMB 224.447 million and a duration of 1247 calendar days [1]. Group 2: Other Engineering Projects - The company won the G4001 connection line project, with a bid amount of RMB 316.625 million [1]. - The company was awarded the G0611 line from Chuanmaster to Wenchuan section highway project, with a bid amount of RMB 171.089 million [1]. - The company secured the G217 line construction project from Shache to Tashkurgan County, with a bid amount of RMB 103.002 million and a duration of 60 months [1]. - The company won the Guangxi Nanning Yongbei Irrigation District project, with a bid amount of RMB 136.285 million and a duration of 2253 calendar days [1].

Core Viewpoint - China Railway (601390) has recently won several major engineering projects, with a total bid amount of approximately RMB 43.292 billion, accounting for about 3.74% of the company's projected revenue for 2024 under Chinese accounting standards [1] Group 1: Railway Projects - China Railway's subsidiaries have secured contracts for the Dongjiakou to Wulian Railway and the Jiaoxin Railway capacity expansion project, with a bid amount of RMB 642.713 million and a construction period of 913 calendar days [1] - Additional contracts include the new Luan to Anqing Railway and related electrical engineering, with a bid of RMB 614.795 million and a duration of 1826 calendar days [1] - The new Yichang to Changde Railway (Hunan section) has been awarded with a bid of RMB 596.516 million, scheduled for 1461 calendar days [1] Group 2: Road Projects - The G4001 connection line project has been awarded to China Railway's subsidiaries, with a bid amount of RMB 316.625 million [1] - The G0611 line from Chuanmaster to Wenchuan has a bid of RMB 171.089 million, with a specified duration [1] - The construction project for the G217 line from Shache to Tashkurgan County has been awarded with a bid of RMB 103.002 million, scheduled for 60 months [1] Group 3: Municipal and Other Projects - China Railway has also won the contract for the Yongbei Irrigation District project in Nanning, Guangxi, with a bid amount of RMB 136.285 million and a construction period of 2253 calendar days [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 茲載列中國中鐵股份有限公司於2026年1月29日在上海證券交易所網站刊登的「中國中鐵 股份有限公司重大工程中標公告」，僅供參閱。 承董事會命 中國中鐵股份有限公司 陳文健 董事長 2026年1月29日 於本公告日期，本公司的執行董事為陳文健先生（董事長）及王士奇先生；本公司的非執 行董事為文利民先生及房小兵先生；本公司的獨立非執行董事為修龍先生、孫力實女士 及屠海鳴先生。 | A股代码：601390 | A 股简称：中国中铁 | 公告编号：临2026-009 | | --- | --- | --- | | H股代码：00390 | H 股简称：中国中铁 | | | 11 中铁六局 | G217 线莎车至塔什库尔干县公路建设项目（第一 | 103,002 | | 60 个月 | | --- | --- | --- | --- | -- ...

中国中铁股份有限公司 重大工程中标公告 本公司董事会及其董事保证本公告所载内容不存在任何虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整 性负个别及连带责任。 | A股代码：601390 | A | 股简称：中国中铁 | 公告编号：临2026-009 | | --- | --- | --- | --- | | H股代码：00390 | H | 股简称：中国中铁 | | 上述工程中标价合计约人民币 4,329,232 万元，约占本公司中国 会计准则下 2024 年营业收入的 3.74%。 特此公告。 中国中铁股份有限公司董事会 2026 年 1 月 30 日 近期，本公司中标以下重大工程： | | | | 单位：万元 币种：人民币 | | | | --- | --- | --- | --- | --- | --- | | 序号 | 中标单位 | 中标项目 | 本公司中标 金额 | | 工期 | | 铁路工程 | | | | | | | 1 | 中铁一局、中铁 四局、中铁十局、 | 董家口至五莲铁路及胶新铁路扩能改造工程站 前工程 DWSG-1 标段、DWSG-2 标段、DWSG-3 标段、 ...