证券代码：920599 证券简称：同力股份 公告编号：2025-126 陕西同力重工股份有限公司 股东增持股份计划公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 增持主体的基本情况 | 股东名称 | 股东身份 | | 增持计划实施前 增持计划实施 | | --- | --- | --- | --- | | | | | 持股数量（股） 前持股比例 | | 山东华岳汇盈机械设 | 持股 | 5%以上股东 76,941,479 | 16.6351% | | 备有限公司 | | | | 本次公告前 6 个月，增持主体不存在减持公司股份情形。 | | | | 股东 | 计划增持 | | 增持 | 增持 | | 增持合 | 增持资 | 拟增持 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 数量（股） | | 方式 | 期间 | | 理价格 | 金来源 | 目的 | | | | | | | | 区间 | | | | 山东华 ...

Investment Rating - The report rates the mining machinery industry as "Overweight" due to expected growth driven by rising metal prices [3][4]. Core Insights - Rising prices of precious and industrial metals are anticipated to boost capital expenditures on mining equipment, as increased profits for mining companies enhance their willingness to invest in new equipment [4]. - The demand for tools and spare parts is expected to rise directly with increased mining and processing volumes, with specific companies recommended for investment in these segments [4]. - The acceleration of new mining projects will lead to increased demand for complete machinery, with several companies highlighted as potential investment opportunities [4]. - Companies with mining assets are expected to benefit directly from price increases, particularly those involved in tungsten mining, which has seen significant price appreciation this year [4]. Summary by Sections Equipment Investment - The report emphasizes that equipment investment is driven by the upward trend in metal prices, which leads to increased mining activity and capital expenditures [4]. Tools and Spare Parts - The report categorizes mining tools into three types: dragging tools, rotating tools, and impact tools, recommending companies such as New Sharp, Hengli Drill, and Zhongtung High-Tech for investment [4]. Complete Machinery - The report identifies key segments in the mining process, including excavation, crushing, transportation, and mineral processing, and suggests companies like Xugong Machinery and Sany Heavy Industry for investment [4]. Mining Asset Companies - The report highlights the significant profit potential for companies with tungsten mining assets due to substantial price increases, recommending companies like Zhongtung High-Tech and Xiamen Tungsten for investment [4].