Group 1 - Heavy machinery stocks in the Hong Kong market experienced a significant rise, with Sensong International surging over 9% [1] - Sany Heavy Industry increased by 2.2%, reaching a new all-time high during intraday trading [1] - Both Zoomlion and Sany International saw gains of approximately 2% [1]

Group 1 - Heavy machinery stocks in Hong Kong have surged, with Senson International rising over 9% and Sany Heavy Industry increasing by 2.2%, reaching a new high during trading [1] - The engineering machinery industry has maintained stable orders in the first half of January 2026, with expectations for a sales peak after the Spring Festival [1] - Leading manufacturers such as XCMG, Sany Heavy Industry, Zoomlion, and LiuGong are prioritizing overseas market capacity expansion as a core task for next year [1] Group 2 - Since 2025, a domestic upcycle in engineering machinery has begun, driven by equipment renewal demand and construction progress, leading to increased excavator sales and continued positive growth in non-excavator products [1] - Analysts suggest that under the backdrop of global loose fiscal and monetary policies, the theme of going overseas is expected to become a popular annual trend, with engineering machinery benefiting significantly from this logic [1] - Currently, leading companies in the sector have an overseas profit contribution ratio of over 70%, and the engineering machinery sector is likely to benefit from potential catalysts such as future interest rate cuts by the Federal Reserve [1]

Group 1 - The core point of the article is that SANY International (00631.HK) has entered into a financial product investment framework agreement with CICC, effective from January 22, 2026, to December 31, 2027 [1] - The maximum daily subscription amount for financial products under this agreement is set at RMB 2 billion (or equivalent foreign currency), which includes approximately RMB 696 million, representing the current balance of financial products subscribed by the company as of the announcement date [1]

Core Viewpoint - Sany International (00631) has entered into a financial product investment framework agreement with CICC (601995), effective from January 22, 2026, to December 31, 2027, to maximize returns on surplus funds through wealth management [1] Group 1 - The agreement allows Sany International to subscribe to financial products from the CICC group [1] - The investment period spans from January 22, 2026, to December 31, 2027, inclusive [1] - The purpose of the financial product subscription is to optimize the use of surplus funds for better returns [1]

Core Viewpoint - Sany International (00631) has entered into a financial product investment framework agreement with CICC, aiming to maximize returns on surplus funds through wealth management [1] Group 1 - The agreement is effective from January 22, 2026, to December 31, 2027, inclusive of both dates [1] - The company will subscribe to financial products from the CICC group during this period [1] - The purpose of this subscription is to optimize the use of surplus funds for better returns [1]

三一重裝國際控股有限公司 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，並明確表示概不就因本公告全部或任何部 分內容而產生或因依賴該等內容而引致的任何損失承擔任何責任。 SANY HEAVY EQUIPMENT INTERNATIONAL HOLDINGS COMPANY LIMITED 上市規則涵義 （於開曼群島註冊成立之有限公司） （股份代號：631） 由於根據上市規則第14.07條有關2026年中金公司金融產品投資框架協議項下交 易之若干適用百分比率超過5%，惟所有適用百分比率均低於25%，故根據上市 規則第14章，訂立2026年中金公司金融產品投資框架協議將構成本公司之須予披 露交易，因此須遵守上市規則項下之公告規定。 – 1 – 2026年中金公司金融產品投資框架協議 須予披露交易 2026年中金公司金融產品投資 框架協議 2026年中金公司金融產品投資框架協議 董事會宣佈，於2026年1月22日，本公司與中金公司訂立2026年中金公司金融產 品投資框架協議，據此，本集團同意自2026年1月22日起至2027年12月31日（包括 首尾兩 ...

每经AI快讯，三一国际(00631.HK)一度涨超5%，截至发稿涨4.48%，报10.97港元，成交额1.46亿港元。 （文章来源：每日经济新闻） ...

Core Viewpoint - SANY International (00631) has seen a significant stock price increase, attributed to the successful delivery of a hybrid mining water truck to Vale, marking a milestone in their partnership and expansion in the Brazilian market [1] Group 1: Company Developments - SANY Group has successfully delivered its first hybrid mining water truck, SET150S, to global iron ore giant Vale, indicating a new level of cooperation [1] - Since the partnership began in 2021, SANY has provided over 30 pieces of equipment, including excavators and mining trucks, to Vale [1] Group 2: Market Outlook - According to a report from Credit Lyonnais, SANY International is receiving a substantial number of mining equipment orders, with an expected growth in order scale from approximately 5 billion RMB last year to three times that by 2028 [1] - The growth in after-sales service revenue is anticipated to support this increase in orders [1] - The order delivery ratio for SANY's port equipment business has reached a historical high, with order visibility extended to 2027 [1] Group 3: Financial Projections - Credit Lyonnais forecasts that SANY International's adjusted net profit will quadruple from 2024 to 2027, with over 50% of this growth expected to come from international markets [1]

Core Viewpoint - SANY International (00631) has seen a significant stock price increase, rising over 5% and currently trading at HKD 10.97, with a trading volume of HKD 146 million. The company has successfully delivered its first hybrid mining water truck, SET150S, to Vale, a global iron ore giant, marking a key milestone in their collaboration and SANY's sustainable mining solutions in the Brazilian market [1][1][1] Group 1: Company Developments - The partnership between SANY and Vale has progressed since its inception in 2021, with SANY providing over 30 pieces of equipment, including excavators and mining trucks [1][1] - SANY International is receiving a substantial number of mining equipment orders, with an expected growth in order scale from approximately RMB 5 billion last year to three times that by 2028 [1][1][1] - The company's port equipment business has achieved a record high in order delivery rates, with order visibility extending to 2027 [1][1] Group 2: Financial Projections - According to a report from Credit Lyonnais, SANY International's adjusted net profit is projected to quadruple between 2024 and 2027, with over 50% of this growth anticipated to come from international markets [1][1][1]

Core Viewpoint - SANY International is expected to see a significant increase in mining equipment orders, projected to triple from approximately 5 billion yuan in 2022 to 15 billion yuan by 2028, supported by growth in after-sales service revenue [1] Group 1: Order Growth - SANY International has received a large number of mining equipment orders, with expectations of substantial growth in order size by 2028 [1] - The order visibility for port equipment has reached a historical high, extending delivery timelines to 2027 [1] Group 2: Profit Forecast - According to the report, SANY International's adjusted net profit is forecasted to grow fourfold from 2024 to 2027, with over 50% of this growth expected to come from overseas markets [1] Group 3: Target Price Adjustment - The target price for SANY International has been raised from 11 HKD to 13 HKD, with a reaffirmation of the "outperform" rating [1]