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中联重科涨超3% 机构指其近月销售出现起色 估值水平风险回报具吸引力
Zhi Tong Cai Jing· 2025-09-19 06:02
消息面上,汇丰研究发表研究报告指,中联重科国内销售于7月至8月出现起色,在低基数的基础上分别 增长10%及20%,预期下半年国内及海外销售将分别增长2%及15%,并预测中联重科下半年净利润可增 长65%,主要受惠于利润率较高的海外业务持续增长及股份酬金成本减少。汇丰研究认为,中联重科当 前估值水平的风险回报具吸引力,可受到国内市场复苏、海外业务扩张、吸引股息回报及人形机械人主 题等利好因素的支持。 据中联重科公众号披露,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。据悉, 本次大会会场还设置了机器人体验中心,中联重科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展示研发成果实景。 中联重科(000157)(01157)涨超3%,截至发稿,涨3.55%,报7.01港元,成交额9636.21万港元。 ...
港股异动 | 中联重科(01157)涨超3% 机构指其近月销售出现起色 估值水平风险回报具吸引力
智通财经网· 2025-09-19 05:59
据中联重科公众号披露,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。据悉, 本次大会会场还设置了机器人体验中心,中联重科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展示研发成果实景。 智通财经APP获悉,中联重科(01157)涨超3%,截至发稿,涨3.55%,报7.01港元,成交额9636.21万港 元。 消息面上,汇丰研究发表研究报告指,中联重科国内销售于7月至8月出现起色,在低基数的基础上分别 增长10%及20%,预期下半年国内及海外销售将分别增长2%及15%,并预测中联重科下半年净利润可增 长65%,主要受惠于利润率较高的海外业务持续增长及股份酬金成本减少。汇丰研究认为,中联重科当 前估值水平的风险回报具吸引力,可受到国内市场复苏、海外业务扩张、吸引股息回报及人形机械人主 题等利好因素的支持。 ...
全球首个“合规”离岸人民币稳定币亮相,来自“哈萨克斯坦持牌机构”Anchor X
Hua Er Jie Jian Wen· 2025-09-18 08:13
一家在哈萨克斯坦获得许可的机构AnchorX推出了一款与离岸人民币挂钩的稳定币AxCNH,这标志着 全球首个公开宣称获得监管许可的离岸人民币稳定币正式问世,旨在为跨境交易提供新的支付结算工 具。 17日,AnchorX于香港正式宣布了AxCNH的发行。该公司已同中联重科、联想等多家企业签署谅解备 忘录,初步明确了其在跨境支付等领域的应用方向。 在交易和流通层面,AxCNH已敲定在哈萨克斯坦的持牌加密货币交易所ATAIX Eurasia上市。 AxCNH已经部署在Conflux区块链上。在ATAIX平台上线后,将提供两个交易对:AxCNH:KZT(哈萨 克斯坦坚戈)和AxCNH:USDT。值得注意的是,现阶段该稳定币的交易权限将仅限于专业客户。 AnchorX是首个从哈萨克斯坦阿斯塔纳金融服务管理局(AFSA)获得稳定币牌照的发行机构。 风险提示及免责条款 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资,责任自负。 AxCNH的设计初衷是为离岸中国企业的跨境支付与贸易结算提供便利。 根据其发布 ...
机器人“天团”协同造挖机!它们如何“默契”作业?
Yang Shi Xin Wen· 2025-09-18 01:12
Group 1 - The article highlights the concept of "excellence-level smart factories" as the pinnacle of intelligent manufacturing in China, showcasing their advanced automation and smart manufacturing standards [1][21] - These factories utilize a large number of industrial robots, with nearly 1,000 robots operating across 60 highly flexible production lines, handling all six core processes of excavator production [7][21] - The integration of a "smart brain" developed by the factory enables seamless coordination among robots, likened to a giant symphony orchestra, enhancing operational efficiency [7][21] Group 2 - The introduction of humanoid robots as "apprentices" in the factory signifies the evolution of workforce capabilities, with these robots undergoing training to perform various tasks [8][10] - The training platform for humanoid robots includes nearly 100 workstations for data collection and skill training, ensuring they can adapt to different work environments [13] - The collaboration between industrial and humanoid robots aims to transition from mass production to personalized manufacturing, creating a new model of intelligent factories [13] Group 3 - The article emphasizes the importance of data-driven decision-making in enhancing manufacturing quality and efficiency, particularly in high-precision sectors like high-speed rail [14][20] - A specific example is provided where a smart manufacturing workshop produces train wheels, achieving a production efficiency increase of 20% and a reduction in labor input by 30% [20][23] - The overall impact of these smart factories includes a significant reduction in product development cycles by 28.4%, an increase in production efficiency by 22.3%, and a decrease in defect rates by 50.2% [23][25] Group 4 - The current density of robots in China's manufacturing sector stands at 470 units per 10,000 people, surpassing the global average, indicating a significant advancement in automation [25] - The article notes that over 230 excellence-level smart factories have been established across 31 provinces, covering more than 80% of major manufacturing sectors in China [21][23] - The integration of artificial intelligence throughout the entire production process is highlighted as a key factor in enhancing competitiveness and setting a benchmark for industry transformation [21][23]
中联重科午后涨近7% 德国工厂首台折臂吊下线交付 国际化战略效果显著
Zhi Tong Cai Jing· 2025-09-17 07:28
Group 1 - Zhonglian Heavy Industry (中联重科) shares rose nearly 7%, reaching a four-year high of 6.95 HKD, with a trading volume of 145 million HKD [1] - The first articulated truck-mounted crane was successfully delivered to a customer in Slovakia from Zhonglian's German subsidiary, Wilbert [1] - The company has established new factories in Hungary and Germany, enhancing its European manufacturing network to improve local supply efficiency and market responsiveness [1] Group 2 - According to Huaxi Securities, Zhonglian Heavy Industry reported overseas revenue of 13.81 billion CNY, a year-on-year increase of 14.78%, with overseas revenue accounting for 55.6% of total revenue, marking a historical high [1] - The company is continuously improving its "end-to-end, digital, localized" overseas business system, expanding its business footprint through direct sales and leveraging big data to enhance operational efficiency [1] - Zhonglian Heavy Industry is expected to achieve revenue growth in emerging markets through a multi-category approach [1]
中联重科午后一度涨近7%创四年新高,德国工厂首台折臂吊下线交付,国际化战略效果显著
Zhi Tong Cai Jing· 2025-09-17 07:24
Core Viewpoint - The successful delivery of the first articulated truck-mounted crane from Zoomlion's German subsidiary Wilbert marks a significant milestone in expanding its European manufacturing network and enhancing local supply efficiency [3] Group 1: Company Developments - Zoomlion has established new factories in Hungary and Germany, aiming to strengthen its high-end equipment manufacturing capabilities in Europe [3] - The company reported overseas revenue of 13.81 billion yuan, a year-on-year increase of 14.78%, with overseas revenue accounting for 55.6% of total revenue, reaching a historical high [3] Group 2: Market Strategy - Zoomlion is enhancing its "end-to-end, digital, localized" overseas business system to improve operational efficiency and market responsiveness [3] - The company is leveraging a direct sales model and big data platforms to expand its business footprint and drive sales growth [3]
“赛博师傅”默契协同 智能决策推动提质增效 “中国制造”迈入全要素协同智能化新阶段
Yang Shi Wang· 2025-09-17 06:43
Core Viewpoint - The article highlights the advancements in smart factories in China, particularly focusing on the "卓越级" (Excellence Level) smart factories that represent the pinnacle of intelligent manufacturing, showcasing the integration of robotics and data-driven decision-making in production processes [1][27]. Group 1: Smart Factory Features - The smart factory is categorized into four levels: basic, advanced, excellence, and pioneering, with the excellence level being the highest standard of intelligent manufacturing [1]. - The factory utilizes nearly 1,000 industrial robots across 60 highly flexible production lines, handling all six core processes of excavator production, achieving millimeter-level precision and 24-hour unmanned operation [4][26]. - The factory operates under a "black light factory" model, where robots autonomously manage material logistics and production tasks, creating a fully automated production system [4][12]. Group 2: Robotics and Automation - Industrial robots are equipped with advanced features, such as flexible mechanical arms and multiple sensors, allowing them to perform complex tasks with high accuracy and speed, reducing the need for human intervention [2][4]. - The factory has introduced humanoid robots as "apprentices," which are undergoing training to enhance their capabilities in various tasks, including sorting and assembly [10][12]. - A training facility with nearly 100 workstations has been established to facilitate large-scale data collection and skill training for humanoid robots, ensuring they can adapt to different work environments [12]. Group 3: Data-Driven Decision Making - The smart factory employs a comprehensive data-driven approach, enabling real-time monitoring and optimization of every production step, from raw material inspection to final product quality verification [19][24]. - The integration of artificial intelligence allows for intelligent decision-making throughout the entire production process, enhancing operational efficiency and product quality [29]. - The factory has achieved significant improvements, including a 20% increase in production efficiency, a 30% reduction in labor input, and a 5-day average reduction in manufacturing cycle time [26][32]. Group 4: Industry Impact - The establishment of over 230 excellence-level smart factories across China signifies a major shift towards intelligent manufacturing, covering more than 80% of major manufacturing sectors [27][31]. - These factories have demonstrated substantial improvements in product development cycles, production efficiency, defect rates, and carbon emissions, showcasing the effectiveness of smart manufacturing practices [32].
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


Zheng Quan Ri Bao Zhi Sheng· 2025-09-16 12:07
(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。 ...