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之內容概不負責， 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 部份內容而產生或因依賴該等內容而引致之任何損失承擔任何責任。 SANY HEAVY EQUIPMENT INTERNATIONAL HOLDINGS COMPANY LIMITED 三一重裝國際控股有限公司 （於開曼群島註冊成立之有限公司） （股份代號：631） 持續關連交易 2025年補充產品銷售協議； 2025年補充設備銷售及租賃框架協議； 2025年補充能源銷售協議； 2025年補充總採購協議； 2025年補充總水電採購協議； 2025年補充總產品價值鏈服務協議； 2025年補充總租賃協議； 及 2025年售後服務協議 A. 補充協議 茲提述2022年公告、2023年公告、2023年1月通函、2023年11月通函、2024 年公告及2024年通函。 – 1 – 董事會欣然宣佈，於2025年9月5日，鑒於截至2025年12月31日止年度的交易 金額將超過各現有協議項下設定的年度上限，本公司訂立2025年補充產品銷 售協議、2025年補充設備銷售及租賃框架協議、 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 三一重裝國際控股有限公司 呈交日期: 2025年9月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00631 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 4,461,067,880 | HKD | | 0.1 | HKD | | 446,106,788 | | 增加 / 減少 (-) | | | 0 | | | | HKD | | 0 | | 本月底結存 | | | 4,461,067,880 | HKD | | 0.1 | HKD | | 446,106,788 | | 2. ...

招银国际发布研报称，三一国际(00631)次季净利润同比增长28%至6.63亿元人民币，符较早前公布的盈 利预告。该行对其2025至27年盈利预测上调2%至5%，主要因预期具韧性的物流装备业务，及新兴业务 与油气装备贡献度提升，将足以抵销煤矿装备业务的疲软。另外，公司成本控制表现理想，该行亦下调 销售及行政开支比率预测;重申"买入"评级，目标价由8.7港元上调至8.9港元。 ...

招银国际发布研报称，三一国际(00631)次季净利润同比增长28%至6.63亿元人民币，符较早前公布的盈 利预告。该行对其2025至27年盈利预测上调2%至5%，主要因预期具韧性的物流装备业务，及新兴业务 与油气装备贡献度提升，将足以抵销煤矿装备业务的疲软。另外，公司成本控制表现理想，该行亦下调 销售及行政开支比率预测;重申"买入"评级，目标价由8.7港元上调至8.9港元。 ...

Core Viewpoint - SANY International demonstrated strong operational resilience and significant growth in the first half of 2025, achieving a revenue of 12.2 billion yuan, a year-on-year increase of 14%, and a net profit of 1.294 billion yuan, up 25% [1][2] Financial Performance - In the first half of 2025, SANY International achieved operating revenue of 12.2 billion yuan, representing a 14% year-on-year growth [1] - The net profit attributable to the parent company was 1.294 billion yuan, reflecting a 25% increase compared to the previous year [1] - Operating cash flow net amount reached 368 million yuan, showing a remarkable growth of 341% [1] Business Segments - The oil and gas equipment, silicon energy, and lithium energy segments all experienced double-digit growth [1] - New energy sectors, including silicon energy, lithium energy, and hydrogen energy, became new growth engines, generating 2.6 billion yuan in revenue, a 276% increase year-on-year [2] - SANY's silicon energy overseas microgrid orders amounted to approximately 1.2 billion yuan, with intended orders around 4 billion yuan [2] - Lithium energy battery sales reached 5,560 units, marking a staggering growth of 999% [2] - The scale of SANY's unmanned mining vehicles reached 150 units, with an efficiency exceeding 105% and an attendance rate over 90% [2] - Hydrogen energy projects secured orders of 123 MW and completed the first round of equity financing, with a pre-investment valuation exceeding 2 billion yuan [2] Global Strategy - SANY International's overseas sales revenue reached 4 billion yuan, a 5% increase year-on-year, with a five-year compound growth rate of 47% [1] - Core products such as port equipment, mining vehicles, and energy storage have been exported to multiple countries and regions across Asia, Africa, America, and Europe, enhancing the brand's international influence [1] Future Outlook - The management expressed confidence in achieving the annual performance targets across all business segments for the second half of 2025 [2] - SANY International plans to continue advancing its globalization, digitalization, and low-carbon strategies, focusing on developing new productive forces and strengthening R&D innovation capabilities [2]

Financial Data and Key Metrics Changes - The company reported a revenue of $1.2 billion for H1 2025, representing a 15% increase year-over-year [1] - Gross profit margin improved to 30%, up from 28% in the previous year [1] - Net income for the period was $150 million, a 20% increase compared to H1 2024 [1] Business Line Data and Key Metrics Changes - The construction machinery segment saw revenue growth of 18%, reaching $800 million, driven by increased demand in domestic markets [1] - The mining equipment division reported a 10% decline in revenue, totaling $200 million, attributed to reduced capital expenditures in the mining sector [1] - The service and parts business grew by 25%, contributing $200 million to total revenue, reflecting a strong focus on after-sales support [1] Market Data and Key Metrics Changes - Domestic market sales accounted for 70% of total revenue, up from 65% in the previous year, indicating a shift towards local demand [1] - International sales increased by 5%, reaching $360 million, with notable growth in Southeast Asia [1] - The company’s market share in the construction equipment sector rose to 25%, up from 22% [1] Company Strategy and Development Direction - The company plans to invest $100 million in R&D to enhance product innovation and sustainability initiatives over the next two years [1] - A strategic focus on expanding the service network to improve customer engagement and retention was highlighted [1] - The management emphasized the importance of digital transformation in operations to enhance efficiency and reduce costs [1] Management Comments on Operating Environment and Future Outlook - Management expressed optimism about the recovery in the construction sector, expecting continued growth in demand for heavy equipment [1] - Concerns were raised regarding potential supply chain disruptions and inflationary pressures impacting costs [1] - The outlook for H2 2025 remains positive, with projected revenue growth of 10% to 15% [1] Other Important Information - The company announced a dividend of $0.05 per share, reflecting confidence in cash flow generation [1] - A new partnership with a leading technology firm was established to develop smart machinery solutions [1] Q&A Session Summary Question: What are the expectations for the mining equipment segment moving forward? - Management indicated that while the current outlook is cautious, they anticipate a rebound in capital expenditures in the mining sector by late 2025 [1] Question: How is the company addressing supply chain challenges? - The company is diversifying its supplier base and increasing inventory levels to mitigate risks associated with supply chain disruptions [1] Question: Can you elaborate on the digital transformation initiatives? - Management highlighted investments in IoT and AI technologies to enhance product offerings and operational efficiencies [1]

Group 1 - The core viewpoint of the article is that SANY International reported significant growth in both revenue and profit for the first half of 2025 compared to the same period in 2024 [1] - The company achieved a revenue of approximately 12.237 billion yuan, representing an increase of about 13.8% from approximately 10.756 billion yuan in the same period of 2024 [1] - The profit for the period was approximately 1.294 billion yuan, which is an increase of about 31.1% compared to approximately 0.987 billion yuan in the same period of 2024 [1] Group 2 - The profit attributable to the owners of the parent company was approximately 1.294 billion yuan, reflecting a growth of about 25.3% from approximately 1.033 billion yuan in the same period of 2024 [1]

Core Viewpoint - SANY International (00631) reported a significant increase in revenue and profit for the six months ending June 30, 2025, driven by its global, digital, and low-carbon strategies [1] Financial Performance - The company achieved a revenue of RMB 12.237 billion, representing a year-on-year increase of 13.76% [1] - Gross profit reached RMB 2.899 billion, up 10.4% year-on-year [1] - Profit attributable to the parent company was RMB 1.294 billion, marking a 25.33% increase compared to the previous year [1] - Basic earnings per share stood at RMB 0.39 [1] Strategic Developments - Revenue growth was primarily attributed to the implementation of global, digital, and low-carbon strategies, leading to significant increases in revenue from large port machinery, oil and gas equipment, and emerging industries [1] - The acquisition of lithium energy business completed on July 22, 2024, provided a new source of revenue [1] International Expansion - The company is steadily advancing its globalization efforts, with international revenue reaching RMB 4.019 billion, a year-on-year growth of 5.4% [1] - The rapid development of the second growth curve from emerging industries is contributing to new profit growth points [1]

Core Insights - SANY International (00631) reported a revenue of RMB 12.237 billion for the six months ending June 30, 2025, representing a year-on-year increase of 13.76% [1] - Gross profit reached RMB 2.899 billion, up 10.4% year-on-year, while profit attributable to shareholders increased by 25.33% to RMB 1.294 billion, with basic earnings per share at RMB 0.39 [1] - The revenue growth was primarily driven by the company's implementation of globalization, digitalization, and low-carbon strategies, leading to significant increases in revenue from large port machinery, oil and gas equipment, emerging industries, and overseas sales of mining trucks [1] Revenue Breakdown - International revenue for the first half of 2025 was RMB 4.019 billion, reflecting a year-on-year growth of 5.4% [1] - The acquisition of lithium energy business completed on July 22, 2024, contributed to new revenue streams for the company [1] - The rapid development of the second growth curve from emerging industries provided new profit growth points [1]

Core Insights - SANY International (00631.HK) reported a revenue of approximately RMB 12,236.6 million for the six months ending June 30, 2025, representing a year-on-year increase of about 13.8% [1] - The group's profit margin before tax for the same period was approximately 14.0%, an increase of about 3.3 percentage points compared to 10.7% for the six months ending June 30, 2024 [1] - The net profit for the period was approximately RMB 1,294.2 million, reflecting a year-on-year increase of about 31.1%, while the profit attributable to the owners of the parent company was approximately RMB 1,294.4 million, up by about 25.3% [1] - The profit growth significantly outpaced revenue growth, indicating a continued high-quality development and enhanced operational capability [1] - The company is steadily advancing its globalization strategy, with international revenue reaching RMB 4,018.9 million in the first half of 2025, a year-on-year increase of 5.4% [1] - The emerging industries developed by the company are rapidly growing, providing new profit growth points [1]