Core Viewpoint - The infrastructure sector experienced a slight decline of 0.17% on January 28, with Guanzhong Ecological leading the losses, while the Shanghai Composite Index rose by 0.27% and the Shenzhen Component Index increased by 0.09% [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4151.24, up 0.27% [1]. - The Shenzhen Component Index closed at 14342.9, up 0.09% [1]. - The infrastructure sector saw a net outflow of 1.698 billion yuan from major funds, while retail investors contributed a net inflow of 778 million yuan [2][3]. Group 2: Individual Stock Performance - China Railway (601390) closed at 5.80, with a gain of 4.69% and a trading volume of 11.7759 million shares, amounting to 6.861 billion yuan [1]. - Guanzhong Ecological (300948) closed at 22.60, down 9.89% with a trading volume of 135,400 shares, totaling 318 million yuan [2]. - The top gainers in the infrastructure sector included China Railway and ST Jianhai, while Guanzhong Ecological and Yuan Sheng Technology were among the largest decliners [1][2]. Group 3: Fund Flow Analysis - Major funds showed a net inflow into China Railway of 1.10 billion yuan, while North New Road Bridge (002307) had a net inflow of 41.7265 million yuan [3]. - Retail investors had significant outflows from North New Road Bridge, totaling 60.8525 million yuan, indicating a divergence in investor sentiment [3]. - The overall fund flow indicates a mixed sentiment in the infrastructure sector, with major funds pulling back while retail investors remained active [2][3].

中国中铁（601390）(00390)再涨超5%，截至发稿，涨4.63%，报4.52港元，成交额2.36亿港元。 国泰海通证券发布研报称，中国中铁铜、钴、钼保有储量在国内同行业处于领先地位，矿山自产铜、钼 产能已居国内同行业前列，2024上半年生产铜金属150,165吨；钴金属2,837吨；钼金属7,682吨；铅金属 4,565吨；锌金属10,697吨；银金属18吨。全资子公司中铁资源2025上半年归母净利润25.8亿元同比增长 27.4%，占比22%。长江证券则表示，关注公司矿产资源重估。 ...

智通财经APP获悉，中国中铁(00390)再涨超5%，截至发稿，涨4.63%，报4.52港元，成交额2.36亿港 元。 国泰海通证券发布研报称，中国中铁铜、钴、钼保有储量在国内同行业处于领先地位，矿山自产铜、钼 产能已居国内同行业前列，2024上半年生产铜金属150,165吨；钴金属2,837吨；钼金属7,682吨；铅金属 4,565吨；锌金属10,697吨；银金属18吨。全资子公司中铁资源2025上半年归母净利润25.8亿元同比增长 27.4%，占比22%。长江证券则表示，关注公司矿产资源重估。 ...

Group 1 - As of January 27, the A-share margin balance is 27,233.91 billion yuan, a decrease of 20.5 billion yuan from the previous trading day, accounting for 2.61% of the A-share circulating market value [1] - The margin trading volume on the same day was 2,794.96 billion yuan, down by 319.11 billion yuan from the previous trading day, representing 9.56% of the A-share transaction volume [1] - Among the 31 primary industries in Shenwan, 17 industries experienced net financing inflows, with the communication industry leading at a net inflow of 1.11 billion yuan [1] Group 2 - A total of 41 stocks had net financing inflows exceeding 100 million yuan, with Tianfu Communication leading at a net inflow of 756 million yuan [1] - Other stocks with significant net financing inflows include Mingyang Smart Energy, Zijin Mining, New Yisheng, SMIC, Guomao Technology, China Railway, Cambricon, Shengda Resources, and Yuguang Gold Lead [1][2] - Recently, Amazon Web Services announced a price increase of approximately 15% for its EC2 machine learning capacity blocks used for large model training, indicating sustained high demand for AI computing power [2]

Group 1 - The top ten stocks with net financing purchases on January 27 include Mingyang Smart Energy (571 million), Zijin Mining (340 million), SMIC (228 million), China Railway (219 million), Cambricon (209 million), Yuguang Gold Lead (182 million), Chipone (162 million), Chipright (158 million), Industrial Fulian (152 million), and Aotwei (134 million) [1]

证券日报网讯 1月27日，中国中铁在互动平台回答投资者提问时表示，中铁城投"四川天府机场高速、 蒲都高速项目"不属于低效、无效资产处置范畴，是通过股权转让的方式实现资产盘活。公司后续将进 一步加快资产盘活，提升投资经营质效。 （文章来源：证券日报） ...

证券日报网讯 1月27日，中国中铁在互动平台回答投资者提问时表示，公司作为我国基础设施建设的主 力军，努力发挥全产业链优势，参与了多个核电配套项目建设。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 1月27日，中国中铁在互动平台回答投资者提问时表示，2025年以来，公司全面启动 了"隧道、桥梁、四电"等八个典型垂域的AI研发应用工作，系统性、规模化推进人工智能技术与主业深 度融合。截至2025年底，已有六个"先锋"系统行业专用大模型相继发布，形成了显著的集群效应，直接 赋能于勘察设计、施工建造、工业制造、运营维护等具体业务场景，构建了"通用底座+专业纵深"的全 产业链赋能模式。此外，数字化转型在智能建造、装备制造、供应链数智化等方面均有成效。 ...

（文章来源：证券日报） 证券日报网讯 1月27日，中国中铁在互动平台回答投资者提问时表示，中国中铁作为交通建设领域的国 家队、主力军，将依托全产业链优势和投建营一体化能力，聚焦交通基础设施、城市地下管网、生态环 保、新型城镇化等重点领域，以数智化、绿色化、安全化为抓手，积极深度参与2026年国家重大战略实 施和重点领域安全能力建设项目和中央预算投资项目。 ...

Core Viewpoint - China Railway (601390) is enhancing its resource investment and optimizing its organizational layout to align with its strategic planning and core business, actively participating in major infrastructure projects in Hainan and integrating into the four leading industries of tourism, modern services, high-tech industries, and tropical characteristic efficient agriculture [1] Group 1: Strategic Focus - The company is leveraging its advantages in funding, technology, management, and branding as a state-owned enterprise [1] - It is deeply involved in the construction of significant infrastructure in Hainan, aligning with the goals of the Free Trade Port [1] Group 2: Major Projects - China Railway has undertaken various projects including the Ring Island Tourism Road, Airport Expressway, and Phase I of the International Cruise Port [1] - The company is also involved in the construction of the Hainan Commercial Space Launch Site, Haikou Financial Center, and the Hainan Ecological Software Park [1] - Additional projects include the Changhua River water resource allocation and ecological comprehensive management [1]