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港股异动 | 中联重科(01157)午后涨近7% 德国工厂首台折臂吊下线交付 国际化战略效果显著
智通财经网· 2025-09-17 06:33
华西证券指出,根据中联重科2025年中报,公司实现海外收入138.1亿元,同比增长14.78%,且海外收 入占比已经达到55.6%,达到历史新高。公司持续完善"端对端、数字化、本土化"海外业务体系。借助 端对端直销模式拓宽业务版图,依托大数据平台提升运营效能,凭借航空港资源赋能销售增长,全力打 造全球市场拓展的崭新格局。该行看好公司长期的出海发展,在新兴市场有望通过多品类带来储蓄收入 增长。 消息面上,近日,在中联重科德国子公司威尔伯特工厂,首台折臂式随车起重机成功下线并交付斯洛伐 克客户。据悉,近年来,除德国威尔伯特工厂项目外,中联重科今年新建了匈牙利高机工厂、德国二期 工厂,通过加速完善覆盖多品类高端装备的欧洲制造网络,提升本地化供应效率与市场响应速度,为进 一步拓展欧洲市场奠定了坚实基础。 智通财经APP获悉,中联重科(01157)午后涨近7%,高见6.95港元创四年新高。截至发稿,涨6.62%,报 6.93港元,成交额1.45亿港元。 ...
长沙人形机器人产业落地再提速
Chang Sha Wan Bao· 2025-09-16 13:12
在AI与工业制造深度融合的趋势下,发展工业机器人、具身智能人形机器人并持续扩大生产应用广受 关注。但行业也面临数据获取难、开发门槛高、训练效率低等问题,限制了技术迭代和实际运用。而该 平台针对关键痛点打造,可显著降低开发门槛和成本,提升智能进化速度。 长沙晚报掌上长沙9月16日讯(全媒体记者 周辉霞 通讯员 杨牧意)作为未来产业的前沿领域,人形机 器人正经历从概念验证到应用落地的技术拐点,无论是核心硬件,还是智能软件,都呈现出强劲的发展 势头。记者从中联重科了解到,在今天结束的2025互联网岳麓大会上,该品牌发布了云谷具身智能大模 型和工具链,展示了多款人形机器人,推动着长沙人形机器人产业落地再提速。 赋能人形机器人实际应用 中联重科中科云谷技术团队通过自主研发,正式发布云谷具身智能大模型和工具链。 多模拟场景应用展现实力 参加此次互联网岳麓大会的嘉宾,对于中联重科的人形机器人印象深刻。特别设置的机器人体验中心, 中联重科作为最大参展方,共展示五款人形机器人,在迎宾、行走表演、物流分拣、装配、生活五大模 拟场景应用,带来一场惊喜满满的研发成果实景秀。 首次亮相的新一代双足机器人,在复杂环境中平稳自如地行走,与 ...
中联重科:根据2025年半年度报告,报告期末普通股股东总数为222119户
(编辑 袁冠琳) 证券日报网讯 中联重科9月16日在互动平台回答投资者提问时表示,根据监管的相关规定,公司在定期 报告中披露截至报告期末的股东户数。根据2025年半年度报告,报告期末普通股股东总数为222,119 户。 ...
中联重科:公司通过工业互联网平台实现的智能排产,提高整体生产效率
Core Viewpoint - The company has developed the Zhongke Yungu Industrial Internet platform, which enhances global production efficiency and market expansion through real-time scheduling and data integration across the supply chain [1] Group 1: Industrial Internet Platform - The Zhongke Yungu Industrial Internet platform connects various global production bases using a hybrid cloud architecture, enabling compliant and efficient real-time scheduling of factories worldwide [1] - The platform improves overall production efficiency through intelligent scheduling [1] Group 2: Supply Chain Integration - The platform integrates data across upstream and downstream enterprises, driving efficient collaboration and agile supply [1] - It horizontally connects research, production, sales, and service, while vertically linking equipment, production lines, workshops, management, and decision-making, facilitating flexible production [1] Group 3: Market Expansion and Cost Reduction - The platform enables an "end-to-end" connection between the company and the market, effectively reducing intermediate links, lowering marketing costs, and improving service quality [1] - These advancements support the company's efforts to expand into diverse global markets and contribute to steady growth in overseas performance [1]
中联重科发布具身智能大模型 人形机器人落地再提速
Zheng Quan Ri Bao Wang· 2025-09-16 10:19
本报讯 (记者何文英)9月14日至16日,以"AI领航 畅想湘江"为主题的2025互联网岳麓大会在长沙举 行。中联重科(000157)股份有限公司(以下简称"中联重科")副总裁付玲出席开幕式;中联重科中科 云谷总经理曾光受邀出席岳麓论坛,在"AI+工业互联网"分论坛上进行主题分享;大会现场发布了云谷 具身智能大模型和工具链,展示了多款人形机器人,在业内引发强烈反响。 中联重科中科云谷技术团队通过自主研发,在现场正式发布云谷具身智能大模型和工具链。在AI与工 业制造深度融合的趋势下,发展工业机器人、具身智能人形机器人并持续扩大生产应用广受关注,但行 业也面临数据获取难、开发门槛高、训练效率低等问题,限制了技术迭代和实际运用,该平台针对关键 痛点打造,可显著降低开发门槛和成本,提升智能进化速度。 据介绍,云谷具身智能大模型和工具链通过突破多模态数据处理、GPU算力调度、分布式训练等关键技 术,集成数据采集、模型训练、仿真评测、OTA部署四大核心模块,覆盖具身智能算法开发的全流程需 求。在具身智能大模型和工具链支持下,中联重科建设的拥有上百工位的人形机器人训练场,正大规模 采集沉淀真实数据,通过真实数据与海量工业操 ...
中联重科:公司2025年上半年财务费用-3.71亿,其中汇兑净收益为4.40亿,主要是欧元等升值所致
Mei Ri Jing Ji Xin Wen· 2025-09-16 01:19
Core Viewpoint - The company reported a financial expense of -371 million yuan for the first half of 2025, primarily due to a net exchange gain of 440 million yuan resulting from the appreciation of currencies like the euro and Brazilian real against the yuan [1]. Group 1 - The company indicated that the net exchange gain significantly contributed to its profit increase for the first half of 2025 [1]. - The appreciation of the euro and Brazilian real against the yuan was a key factor in the reported exchange gains [1]. - The company engaged with investors regarding the specifics of the exchange gains and the impact of currency fluctuations on its financials [3].
中国人形机器人产业加速拓新应用场景
Zhong Guo Xin Wen Wang· 2025-09-15 13:11
Core Insights - The 2025 Internet Yuelu Conference opened in Changsha, showcasing various self-developed humanoid robots with applications in daily life and industrial production [1][3] Company Highlights - Hunan Super Energy Robot Technology Co., Ltd. presented a fully humanoid robot band called "Super Band," which includes a piano-playing robot, guitar-playing robot, drum-playing robot, and a main control module, performing songs like "My Motherland and I" and "Childhood" [1][3] - The founder and chairman of the company, Xiao Xiangjiang, stated that "Super Band" utilizes a self-developed AI technology platform and heterogeneous robot cluster operating system, allowing for precise rhythm control and intricate sound processing [3] - The band has potential applications beyond stage performances, including museums, science centers, cultural auditoriums, and scenic spots, providing interactive performances and music education support [3] Industry Developments - Zoomlion Heavy Industry Science and Technology Co., Ltd. showcased a series of bipedal humanoid robots and two wheeled humanoid robots, which have been deployed in factories for material sorting, component assembly, and logistics [3] - These robots can operate 24 hours a day, replacing humans in relatively laborious and monotonous tasks, with plans for broader customer promotion once real-world applications are mature [3] - Xiangjiang Laboratory displayed a boxing humanoid robot developed in collaboration with Yushu Technology, demonstrating advancements in executing complex movements and environmental adaptability [4] Market Projections - According to the China Academy of Information and Communications Technology, it is projected that by 2045, there will be over 100 million humanoid robots in use across various industries in China, with a total market size reaching approximately 10 trillion RMB [5] - The wheeled humanoid robots developed by Hunan Bilin Star Technology Co., Ltd. incorporate large models capable of understanding voice commands and generating code for decision-making, with applications in education, research, and commercial services [5] - The industry recognizes that large-scale commercialization of humanoid robots will require time, focusing on the collaboration between the "brain" and "cerebellum" of the robots [5]
中联重科(01157) - 海外监管公告
2025-09-15 08:30
Zoomlion Heavy Industry Science and Technology Co., Ltd.* 中聯重科股份有限公司 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。 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而做出。 茲載列中聯重科股份有限公司於2025年9月16日在《中國證券報》、《上海證券 報》、《證券時報》、《證券日報》、深圳證券交易所網站( www.szse.cn)以及巨潮資 訊網( www.cninfo.com.cn)刊登的「關於參加2025年湖南轄區上市公司投資者網上 集體接待日暨半年度業績說明會活動的公告」文件,僅供參閱。 於本公告刊發日期,本公司執行董事為詹純新博士;非執行董事為賀柳先生及王 賢平先生;以及獨立非執行董事為張成虎先生、黃國濱先生、吳寶海先生及黃珺 女士。 * 僅供識別 证券代码:000157 证券简称:中联重科 公告编号:2025-047 号 (於中華人民共和國註冊 ...
中联重科(000157) - 关于参加2025年湖南辖区上市公司投资者网上集体接待日暨半年度业绩说明会活动的公告
2025-09-15 08:00
为进一步加强与投资者的互动交流,中联重科股份有限公司(以 下简称"公司")将参加由湖南证监局、湖南省上市公司协会与深圳市 全景网络有限公司联合举办的"资本聚三湘 楚光耀新程——2025 年 湖南辖区上市公司投资者网上集体接待日暨半年度业绩说明会"活动, 现将相关事项公告如下: 本次活动将采用网络远程的方式举行,投资者可登录"全景路演" 网站(https://rs.p5w.net),或关注微信公众号:全景财经,或下载全 景路演 APP,参与本次互动交流,活动时间为 2025 年 9 月 19 日(星 期五)14:00-17:00。届时公司高管将在线就 2024 年至 2025 年半年度 业绩、公司治理、发展战略和经营状况等投资者关心的问题,与投资 者进行沟通与交流,欢迎广大投资者踊跃参与! 证券代码:000157 证券简称:中联重科 公告编号:2025-047 号 中联重科股份有限公司 关于参加 2025 年湖南辖区上市公司投资者网上集体 接待日暨半年度业绩说明会活动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整,没 有虚假记载、误导性陈述或重大遗漏。 2 特此公告。 中联重科股份有限公司 1 ...
深化欧洲本地化战略 中联重科德国工厂首台折臂吊下线交付
工程机械杂志· 2025-09-12 09:42
Core Viewpoint - Zhonglian Heavy Industry has made significant progress in its localization strategy in Europe, highlighted by the successful delivery of the first articulated truck-mounted crane to a customer in Slovakia, marking a key milestone in its European operations [1][2]. Group 1: Localization Strategy - The delivery of the ZLK7600V803 articulated truck-mounted crane represents the integration of "Chinese technology + European manufacturing," meeting CE certification and European road transport regulations while offering high lifting performance and cost-effectiveness [1]. - Zhonglian Heavy Industry has expanded its European manufacturing network, including the establishment of new factories in Hungary and the second phase of its German facility, enhancing local supply efficiency and market responsiveness [2]. - The company has built 13 R&D and manufacturing bases overseas and operates over 30 primary business aviation ports, with products and services covering more than 170 countries and regions [2]. Group 2: Market Position and Future Plans - The localization of production has improved product delivery efficiency and adaptability, receiving positive feedback from European customers [2]. - Zhonglian Heavy Industry aims to leverage its localization advantages to diversify its product offerings in overseas markets, strengthen market coverage, and accelerate its globalization process [2].