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研报掘金丨华鑫证券:维持中联重科“买入”评级,新业务打开长期成长空间
Ge Long Hui· 2025-11-24 07:41
华鑫证券日前研报指出,中联重科业务结构多元协同,新兴业务多点突破。传统工程机械主业巩固领先地位,高空机械、矿山机械等新兴业务高增,具身智能机器人落地推进,形成"传统+新兴" ...
华鑫证券:维持中联重科“买入”评级,新业务打开长期成长空间
Xin Lang Cai Jing· 2025-11-24 06:32
华鑫证券日前研报指出,中联重科业务结构多元协同,新兴业务多点突破。传统工程机械主业巩固领先 地位,高空机械、矿山机械等新兴业务高增,具身智能机器人落地推进,形成"传统+新兴"双轮驱动格 局,分散行业周期波动风险。具身智能机器人,已开发4款全尺寸双足人形机器人,数十台进入工厂作 业,覆盖机械加工、物流、装配等环节,搭建具身智能运营中心,形成"数据采集-模型训练-应用迭 代"全流程闭环。农业机械逆势增长,围绕"高端、国际、新能源"战略,海外收入占比提升。混动拖拉 机首次出口海外高端市场,下线大马力轮式混合动力拖拉机,初步形成高端化、新能源产品体系。 从"销售网络布局"向"本地化运营"升级,聚焦新兴市场需求红利,海外收入占比超五成,成为抵御国内 周期波动的核心支撑。维持"买入"投资评级。 ...
AI“湘”助 智绘新型工业化新图景
Zhong Guo Zheng Quan Bao· 2025-11-24 00:48
在不久前发布的"十五五"规划建议中,"新型工业化取得重大进展"被置于"十五五"时期经济社会主要目 标中的显著位置。新型工业化"新"在哪儿?人工智能无疑是重要抓手。"十五五"规划建议强调,全面实 施"人工智能+"行动,抢占人工智能产业应用制高点。 "人工智能正在覆盖千行百业,而数据是智能化的前提与基础。"湖南中南智能装备有限公司董事、湖南 省智能制造协会会长高狄表示。该公司研发团队采集海量数据,攻克传统纺织行业人工检测痛点,推出 具有完全自主知识产权的布匹瑕疵智能检测系统,误检率低于0.1%,已在全国50多条生产线推广,半 年内实现产值4000余万元。 工业和信息化部党组书记、部长李乐成近日撰文指出,将牢牢把握智能化与工业化交汇融合的历史机 遇,锚定实现新型工业化这一战略目标,推动人工智能创新与制造业应用"双向赋能",一端抓技术供 给,一端抓赋能应用,推动人工智能产业高质量发展,全方位、深层次、高水平赋能新型工业化。 近日,中国证券报记者跟随工业和信息化部"新型工业化调研行"走进湖南长株潭城市群,这场以人工智 能赋能为核心的产业变革影响正酣。作为中部地区先进制造业的核心阵地,长株潭产业集群以智能化为 支点,撬动 ...
从产业集群到智能车间:新型工业化“进阶密码”
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-21 09:17
Core Insights - Hunan Province is actively exploring new industrialization paths, with Changsha, Zhuzhou, and Xiangtan as the core growth areas for industrial development [2][4][5] - The focus on "intelligentization" and "industrial clusters" is emphasized in Hunan's industrial strategy, aiming to enhance efficiency and innovation [4][19] Industrial Development - Hunan's government aims to establish 360 new benchmark enterprises in intelligent manufacturing by 2025, highlighting the importance of smart manufacturing in the region [4] - The "4×4" modern industrial system is being promoted, with 13 key industrial chains targeted for enhancement [4][19] - Zhuzhou has developed a robust industrial software ecosystem, attracting 27 software companies to its industrial software park [20][21] Intelligent Manufacturing - Hunan has cultivated 396 intelligent manufacturing enterprises, with significant advancements in production efficiency, such as producing an aluminum alloy wheel hub every 10 seconds [7][18] - Companies like Hunan Zhongnan Intelligent Equipment Co. are providing smart solutions across various sectors, including automotive and textiles [8][11] - The industrial internet platform developed by Zoomlion connects over 800,000 devices globally, enhancing operational management for clients [12] Economic Performance - In the first three quarters, Zhuzhou's industrial output value increased by 9.8%, with manufacturing value growing by 10.4% [18] - Xiangtan's industrial landscape has shifted from traditional sectors to advanced steel, electric vehicles, and advanced batteries, with significant growth contributions from key enterprises [18] Policy and Ecosystem - The Hunan government is fostering an environment conducive to industrial cluster development, focusing on existing industrial foundations and future trends [19][20] - The establishment of specialized parks, such as the medical device industrial park in Xiangtan, has led to rapid growth in the sector, with over 290 companies attracted [24] New Industry Development - The Beidou industry in Zhuzhou has grown from non-existence to a cluster worth 11.3 billion yuan, showcasing successful government support and investment [22][23] - The medical device industry in Xiangtan has seen substantial growth, with the core area’s output value increasing from tens of millions to 3.046 billion yuan from 2021 to 2024 [24]
打造产业创新“策源地” 搭建国际合作“交汇场”
Nan Jing Ri Bao· 2025-11-21 02:20
Core Insights - The 2025 World Intelligent Manufacturing Conference will be held in Nanjing from November 27 to 29, marking its tenth anniversary since its inception in 2016, with a theme of "Digital Intelligence Drives New Quality Leadership" [1][2] - The conference aims to create a high-end, international platform for global intelligent manufacturing exchange and cooperation, showcasing the latest achievements in the field and discussing the integration of technological breakthroughs with industrial transformation [1][2] Group 1: Event Highlights - The conference will feature a main conference, a market-oriented exhibition, and 12 specialized activities, with participation from major companies like Dassault and JD.com, as well as 16 industry ecosystem activities [1][2] - Approximately 2000 attendees are expected, including nearly 200 important guests from domestic and international institutions, such as academicians and industry leaders [2][3] Group 2: Specialized Activities - The main conference will include the appointment ceremony for the new National Intelligent Manufacturing Committee, the release of the 2025 Intelligent Manufacturing Blue Book, and the announcement of the top ten technological advancements in intelligent manufacturing for the year [3][4] - A market-oriented exhibition will cover 55,000 square meters, featuring 452 companies from 18 countries and regions, with a focus on robotics, smart factories, industrial software, and intelligent equipment [4][5] Group 3: International Collaboration - The exhibition will introduce an international invited exhibition area for the first time, showcasing leading intelligent manufacturing technologies and solutions from global companies [5] - A series of specialized activities, including financial roadshows and technology exchanges, will be held to facilitate cooperation and win-win outcomes across the industry chain [5]
中联重科(000157) - H股公告


2025-11-20 09:15
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,概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Zoomlion Heavy Industry Science and Technology Co., Ltd.* * 僅供識別 (股份代號:1157) 臨時股東會及H股類別股東會議 暫停辦理股份過戶登記手續期間 中聯重科股份有限公司(「本公司」)董事會謹此宣佈,本公司臨時股東會(「臨時股 東會」)將於2025年12月11日(星期四)下午2時30分在中國湖南省長沙市銀盆南路 361號公司辦公大樓多功能會議廳舉行。本公司的H股類別股東會議(「H股類別股 東會議」)將於同日下午3時在同地點舉行。 為確定可出席臨時股東會及H股類別股東會議並可於會上投票之H股股東名單,本 公司將於2025年12月8日(星期一)至2025年12月11日(星期四)(包括首尾兩天) 暫停辦理H股股份過戶登記手續,於該期間不會進行股份過戶。為符合出席臨時 股東會及H股類別股東會議並可於會上投票的資格,H股持有人須於2025年12月5 ...
中联重科(01157) - 临时股东会及H股类别股东会议暂停办理股份过户登记手续期间


2025-11-20 08:30
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,概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Zoomlion Heavy Industry Science and Technology Co., Ltd.* 中聯重科股份有限公司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:1157) 臨時股東會及H股類別股東會議 暫停辦理股份過戶登記手續期間 中聯重科股份有限公司(「本公司」)董事會謹此宣佈,本公司臨時股東會(「臨時股 東會」)將於2025年12月11日(星期四)下午2時30分在中國湖南省長沙市銀盆南路 361號公司辦公大樓多功能會議廳舉行。本公司的H股類別股東會議(「H股類別股 東會議」)將於同日下午3時在同地點舉行。 為確定可出席臨時股東會及H股類別股東會議並可於會上投票之H股股東名單,本 公司將於2025年12月8日(星期一)至2025年12月11日(星期四)(包括首尾兩天) 暫停辦理H股股份過戶登記手續,於該期間不會進行股份過戶。為符合出席臨時 股東會及H股類別股東會議並可 ...
长沙举行市场监管护航活动 全链条赋能经营主体高质量发展
Sou Hu Cai Jing· 2025-11-20 02:06
Group 1 - The event "Service Zero Distance to Forge High Quality" showcased the innovative practices of market regulation in Changsha, focusing on creating a favorable business environment and supporting high-quality development for enterprises [1] - The "Launch Plan" for university student entrepreneurship has led to the establishment of 8,028 new business entities and 4,010 enterprises this year, with a one-day business license completion rate of 99.5% and over 90% of registrations processed online [3] - The quality improvement initiatives have resulted in the registration of 31,365 new advanced manufacturing and technology service enterprises, with 16,135 new R&D centers, and the "Four New" economy enterprises reaching 373,000, accounting for 49.7% of all existing enterprises [3] Group 2 - The Changsha market regulatory authority signed cooperation agreements with local banks to enhance financial services for university entrepreneurs and small businesses, addressing financing challenges [5] - The event emphasized the need for institutional innovation and collaborative development, aiming to explore replicable experiences to support high-quality development for business entities [5]
长沙将打造辐射全国的农机创新中枢
Chang Sha Wan Bao· 2025-11-18 09:06
Core Insights - The "Three-Year Action Plan for High-Quality Development of Agricultural Machinery Equipment Industry in Hunan Province (2025-2027)" aims to establish a nationally influential smart agricultural machinery industry chain centered in Changsha, with goals to cultivate one hundred-billion enterprise and three ten-billion enterprises [1][2] Group 1: Development Goals - The plan outlines a development layout of "one center, three bases, and three demonstration areas," focusing on Changsha as the core for smart agricultural innovation, supported by manufacturing bases in Loudi, Chenzhou, and Changde [1][2] - By 2027, the revenue of large-scale agricultural machinery enterprises in Hunan is expected to exceed 20 billion, with an average annual growth rate of over 10% [1] Group 2: Technological Advancements - The plan emphasizes the development of high-end equipment in artificial intelligence and eco-friendly technologies, leveraging Changsha's educational resources and industrial foundation [2] - It aims for smart agricultural machinery to account for over 60% of the total by 2027, with companies like Zoomlion already making significant advancements in this area [3] Group 3: Market Expansion - The plan includes strategies to expand overseas markets, promoting Hunan's agricultural machinery at international exhibitions and establishing localized service teams in countries along the Belt and Road Initiative [4] - Zoomlion has been proactive in international market expansion, recently showcasing its products at major global agricultural machinery exhibitions, enhancing its brand presence [4]
长沙智能制造企业近400家,数字经济总量突破5000亿
Zhong Guo Jing Ying Bao· 2025-11-17 14:41
Core Insights - Changsha has accelerated the construction of a modern industrial system, focusing on advanced manufacturing and supporting pillar industries, with the engineering machinery industry ranking first in the country for 15 consecutive years [1] - The city has cultivated 396 intelligent manufacturing enterprises and has been recognized as one of the first pilot cities for new technology transformation in manufacturing [1] - The digital economy in Changsha has surpassed 500 billion yuan, with a significant focus on future industries such as artificial intelligence and quantum technology [1] Group 1 - Changsha's engineering machinery industry has five companies listed among the world's top 50 manufacturers [1] - The city aims to produce 899,000 new energy vehicles by 2024, accounting for one out of every thirteen vehicles produced in China [1] - The new generation of autonomous safety computing system industry cluster in Changsha is the only "computing" industry cluster among the 80 national advanced manufacturing clusters [1] Group 2 - The average production rate at the Zoomlion Smart Industrial City is one excavator every six minutes, showcasing the efficiency of the manufacturing process [2] - The industrial internet platform at Zoomlion covers over 160 countries and regions, managing more than 800,000 pieces of equipment [2] - The integration of digital technology and intelligent manufacturing at Zoomlion has improved industrial efficiency and product quality stability, while enhancing the working environment for employees [2]