证券日报网讯 1月27日，中国中铁（601390）在互动平台回答投资者提问时表示，公司是沪港两地整体 上市的中央企业，隶属于国务院国资委管理的综合型建筑产业集团，业务涉及工程建造、设计咨询、装 备制造、特色地产、资产经营、矿产资源、金融物贸等领域。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，一直积极参与国家重点工程建设。 ...

证券日报网讯1月27日，中国中铁（601390）在互动平台回答投资者提问时表示，公司生产和销售的主 要矿产品不仅包括铜产品，还包括钴、钼、铅、锌等品种。根据公司2025年半年度报告披露，2025年上 半年，公司矿产资源业务生产运营稳健，其中生产阴极铜148789吨，钴金属2830吨，钼金属7103吨，铅 金属5069吨，锌金属12774吨，银金属19吨。具体储量信息请参考公司2025年半年度报告"第三节管理层 讨论与分析报告期内公司所属行业及主营业务情况说明(六)资源利用"。 ...

Market Overview - The infrastructure sector experienced a decline of 2.16% on January 27, with Guosheng Technology leading the drop [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Stock Performance - Notable gainers in the infrastructure sector included: - Huylv Ecological (Code: 001267) with a closing price of 28.09, up 9.98% [1] - ST Lingnan (Code: 002717) with a closing price of 69.T, up 3.68% [1] - Major decliners included: - Guosheng Technology (Code: 603778) with a closing price of 16.85, down 9.21% [2] - China Railway (Code: 601390) with a closing price of 5.54, down 4.48% [2] Trading Volume and Capital Flow - The infrastructure sector saw a net outflow of 1.145 billion yuan from main funds, while retail investors contributed a net inflow of 741 million yuan [2] - The trading volume for Guosheng Technology reached 81.24 million shares, with a transaction value of 1.424 billion yuan [2] Individual Stock Capital Flow - Huylv Ecological had a main fund net inflow of 180 million yuan, while retail investors showed a net outflow of 92.43 million yuan [3] - ST Lingnan experienced a main fund net inflow of 28.66 million yuan, with retail investors showing a net outflow of 16.95 million yuan [3]

人民财讯1月27日电，中国中铁（601390）1月27日在互动平台表示，公司承建了海南商业航天发射场2 号发射工位等项目。 ...

从1月26日起，武汉首开武汉至上海的夕发朝至图定旅客列车。当日20时21分，汉口至上海南D105次旅客列车从汉口站缓缓驶出，搭 载着395名旅客奔赴上海，于27日早晨6时14分抵达上海南站。 在26日深夜首趟图定列车车厢内氛围热烈，乘务人员精心准备了纪念卡片，成为旅客争相收藏、打卡的"出行纪念"。武汉客运段文艺 小分队身着统一服饰，在装饰一新的车厢内载歌载舞，与旅客共同见证这一重要时刻，传递旅途温暖。不少旅客表示，此前体验过临客动 集的便捷，如今图定列车的开通让两地往来更具计划性，"夜间乘车不耽误白天行程，票价也划算"。 列车长刘一凡表示，此次图定列车在服务流程、安全保障等方面进一步优化，从多维度筑牢旅客出行保障线，全力为旅客打造安全、 舒适、便捷的出行体验，助力沪鄂两地人员往来与经济文化交流。 武汉首开至上海的D105次夜车表演。 编辑：胡之澜 该线路的开行将为商务出行、探亲返乡等长期出行需求提供更可靠的选择，进一步加密沪鄂铁路运输通道的服务频次，为沪鄂两地旅 客打造了"夜间卧行、清晨抵达"的便捷出行新路径。 长江日报记者查询12036了解到，D105次列车从汉口站出发后，先后停靠武昌、鄂州、黄石、九江、杭 ...

Core Viewpoint - The Shanghai 180 ETF Index Fund (530280) has shown a positive performance with a recent increase of 0.96%, reflecting a stable market trend and investor interest in the underlying assets [1]. Performance Summary - As of January 26, 2026, the Shanghai 180 Index (000010) increased by 0.22%, with notable gains from stocks such as Zijin Mining (up 10.00%) and China National Offshore Oil Corporation (up 6.66%) [1]. - The Shanghai 180 ETF Index Fund has experienced a cumulative increase of 0.24% over the past week [1]. - The fund's year-to-date maximum drawdown is 1.30%, with a relative benchmark drawdown of 0.06% [3]. Liquidity and Trading Activity - The trading volume for the Shanghai 180 ETF Index Fund was 6.07 thousand yuan, with a turnover rate of 0.1% [1]. - The average daily trading volume over the past year was 177.38 thousand yuan [1]. Risk and Return Metrics - The fund has a Sharpe ratio of 2.12 since its inception, indicating a favorable risk-adjusted return [2]. - The tracking error over the past three months is 0.022%, demonstrating the fund's close alignment with the Shanghai 180 Index [5]. Fee Structure - The management fee for the Shanghai 180 ETF Index Fund is 0.15%, while the custody fee is 0.05% [4]. Top Holdings - As of December 31, 2025, the top ten weighted stocks in the Shanghai 180 Index account for 25.29% of the index, with notable companies including Kweichow Moutai and Ping An Insurance [5]. - The top ten stocks and their respective weightings are as follows: - Kweichow Moutai: 4.22% - Zijin Mining: 4.03% - Ping An Insurance: 2.87% - Hengrui Medicine: 2.46% - WuXi AppTec: 2.08% - China Merchants Bank: 2.04% - Cambricon Technologies: 1.97% - Yangtze Power: 1.88% - SMIC: 1.80% - Industrial Fulian: 1.79% [5].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603815 | 交建股份 | 7.32 | -9.96% | 39.98万 | 2.96 Z | | 600284 | 浦东建设 | 8.17 | -4.11% | 35.09万 | 2.906.2 | | 002200 | *ST交投 | 7.10 | -3.92% | 6.25万 | 4465.60万 | | 601611 | 中国核建 | 16.73 | -3.85% | 102.97万 | 17.54亿 | | 002431 | 棕櫚股份 | 2.71 | -3.56% | 80.84万 | 2.21亿 | | 603316 | 诚邦股份 | 13.55 | -3.42% | 12.47万 | 1.69亿 | | 300982 | 示文电能 | 21.72 | -3.29% | 6.15万 | 1.35亿 | | 002062 | 宏润建设 | 10.04 | -3.28% | 41.71万 | 4.20亿 | | 002307 | 北新 ...

Core Viewpoint - The A-share market shows a slight decline with the Shanghai Composite Index closing at 4132.61 points, just above the six-month moving average, indicating a mixed market sentiment [1]. Group 1: Market Performance - The total trading volume of A-shares reached 32,806.44 billion yuan today [1]. - The Shanghai Composite Index experienced a change of -0.09% [1]. Group 2: Stocks Above Six-Month Moving Average - A total of 112 A-shares have surpassed the six-month moving average, with notable stocks including Yongshun Biological, Maike Biological, and Hualan Biological, which have divergence rates of 22.01%, 19.44%, and 19.05% respectively [1]. - Stocks with smaller divergence rates that have just crossed the six-month moving average include Nikko Chemical, Luban Chemical, and Zhangjiagang Bank [1]. Group 3: Top Stocks by Divergence Rate - The top three stocks with the highest divergence rates are: - Yongshun Biological: 22.01% divergence, with a daily increase of 27.18% and a turnover rate of 38.08% [1]. - Maike Biological: 19.44% divergence, with a daily increase of 20.03% and a turnover rate of 17.51% [1]. - Hualan Biological: 19.05% divergence, with a daily increase of 20.00% and a turnover rate of 4.52% [1].

Investment Rating - The investment rating for the construction and decoration industry is "Positive" (maintained) [4] Core Views - Infrastructure investment is experiencing a short-term bottoming out, with cumulative year-on-year growth turning negative for the first time since 2004. In 2025, narrow infrastructure (excluding electricity) completed 18.08 trillion yuan, down 2.20% year-on-year, while broad infrastructure totaled 24.50 trillion yuan, down 1.48% year-on-year. December saw significant declines, with narrow and broad infrastructure down 12.22% and 15.95% year-on-year, respectively. Despite this, major strategic projects are expected to continue, and infrastructure investment is anticipated to stabilize and recover gradually [5][12][22]. Summary by Sections Infrastructure Investment - In 2025, narrow infrastructure investment completed 18.08 trillion yuan, down 2.20% year-on-year, while broad infrastructure totaled 24.50 trillion yuan, down 1.48% year-on-year. December saw a year-on-year decline of 12.22% for narrow infrastructure and 15.95% for broad infrastructure, with significant drops in water conservancy and public facilities management [5][12]. New Orders - New orders in 2025 showed a pattern of stability among central enterprises, with China State Construction, China Railway, China Electric Power, and China Energy achieving new orders of 4.15 trillion yuan, 2.75 trillion yuan, 1.33 trillion yuan, and 1.45 trillion yuan, respectively. Local state-owned enterprises exhibited more significant differentiation, with Shanghai Construction, Shaanxi Construction, and Pudong Construction seeing declines of 35%, 25%, and 23% year-on-year, while Sichuan Road and Bridge saw a substantial increase of 47% year-on-year [6][17]. Market Performance - The construction and decoration index rose by 1.88% during the week, with chemical engineering, steel structure, and international engineering leading the gains at 10.70%, 7.71%, and 4.49%, respectively. A total of 123 stocks in the construction sector rose, with the top five performers being Huawi Design (+51.92%), Zhite New Materials (+49.21%), and others [8][28]. Company Dynamics - Several companies reported significant changes in their financial performance for 2025. For instance, China Metallurgical Group expects a net profit decline of 76.28% to 80.73% due to ongoing losses in the real estate sector and substantial asset impairment provisions. In contrast, companies like Xinjiang Jiaojian anticipate a net profit increase of 50.14% to 125.22% [24][25].

公开资料显示，中国中铁目前在运营5座矿山，铜/钴/钼储量处于行业领先地位。2024年子公司中铁资 源归母净利润30亿元，占公司整体的11%。国盛证券此前指，如将矿产资源申请为拟培育主业，后续有 望收购新矿山加速发展。预计2025年资源板块归母净利润33亿元。申万宏源认为，资源板块持续发力， 增强盈利弹性与抗周期性。 智通财经APP获悉，中国中铁(00390)涨超5%，截至发稿，涨5.17%，报4.27港元，成交额1.75亿港元。 中国中铁(00390)涨超5%，截至发稿，涨5.17%，报4.27港元，成交额1.75亿港元。 ...