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港股异动 | 重庆机电(02722)盘中涨超9% 大马力发动机高景气 变压器业务有望带动盈利
智通财经网· 2026-01-16 07:00
Group 1 - Chongqing Machinery and Electric (02722) saw its stock price increase by over 9% during trading, currently up 5.43% at HKD 2.33, with a trading volume of HKD 64.63 million [1] - CITIC Securities reported that AIDC is driving strong demand for Chongqing Cummins' high-power engines, with the Q60 model capable of mass supply and an 8% increase in sales of high-power engines in the first half of the year [1] - Cummins announced a USD 68 million investment income from Chongqing Cummins in the first nine months, representing a year-on-year growth of 33.3%, with USD 23 million earned in Q3 2025, up 53.3% year-on-year [1] Group 2 - Everbright Securities International highlighted that AI computing heavily relies on large-scale data centers, with transformers playing a crucial role in converting high-voltage electricity from the grid to usable voltage for data center equipment [1] - Chongqing Hitachi Energy, in which the company holds a 37.8% stake, is the largest high-voltage transformer manufacturing base for Hitachi Energy in China, and is expected to see accelerated profit growth due to the high demand for transformers [1]
重庆机电:岳相军获选举为董事长
Zhi Tong Cai Jing· 2026-01-12 11:59
重庆机电(02722)发布公告,公司董事会于近日收到控股股东重庆机电控股(集团)公司提名文件,提名岳 相军先生为本公司第七届董事会董事长人选。董事会欣然宣布,经本公司2026年1月12日第七届董事会 2026年第一次临时会议选举岳相军先生为本公司第七届董事会董事长,任期自本次董事会会议批准之日 起至本届董事会届满为止。 ...
重庆机电(02722.HK):选举岳相军为董事长
Ge Long Hui· 2026-01-12 11:57
格隆汇1月12日丨重庆机电(02722.HK)宣布,经公司2026年1月12日第七届董事会2026年第一次临时会议 选举岳相军为公司第七届董事会董事长,任期自本次董事会会议批准之日起至本届董事会届满为止。 ...
重庆机电(02722) - 选举董事长
2026-01-12 11:50
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分內容 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。 京開發部主任,副總經理;於1999年7月至2004年2月在國營第七八九廠信息技術研究所任 設計師。岳先生於2014年4月至2014年6月在清華大學經濟管理學院完成工商管理高級課程 73期培訓學習;於2006年8月至2011年9月在北京理工大學控制工程領域專業學習,獲工程 碩士學位;於1995年8月至1999年7月在西安電子科技大學應用數學系應用數學專業本科學 習,獲理學學士學位。 除上述披露外,岳相軍先生在過去三年內並無在其證券於香港或海外任何證券市場上市 的任何其他公眾公司中擔任任何董事職務,亦無於本公司或本公司及其聯繫人的其他成 員公司擔任任何其他職務。另外,岳相軍先生與本公司之任何其他之董事、高級管理人員、 監事、主要股東或控股股東概無關係,亦無持有香港法例第571章證券及期貨條例第XV部 所指本公司任何股份權益。 本公司將就委任岳相軍先生為董事長與彼訂立服務合約,岳相軍先生之任期將自本次董 事會 ...
重庆机电(02722) - 第七届董事会董事名单与其角色和职能
2026-01-12 11:36
Chongqing Machinery & Electric Co., Ltd. * 02722 第七屆董事會董事名單與其角色和職能 重慶機電股份有限公司董事會(「董事會」)之成員載列如下: 執行董事: 岳相軍先生 (兼董事長及總經理) 秦少波先生 (兼副總經理) 鄧瑞先生 (兼副總經理及董事會秘書) 柯瑞先生 劉立軍先生 蒲華燕女士 王振華先生 董事會設立4個委員會。下表提供各董事會成員在這些委員會中所擔任的職位。 | | 委員會 | | 審核與風險 | | | | --- | --- | --- | --- | --- | --- | | 董事 | | 戰略委員會 | 管理委員會 | 薪酬委員會 | 提名委員會 | | 岳相軍先生 | | C | | | C | | 秦少波先生 | | M | | | | | 鄧瑞先生 | | M | | | | | 雷斌先生 | | | | M | | | 朱穎女士 | | M | | | | | 蔡志濱先生 | | M | | | | | 柯瑞先生 | | M | M | C | M | | 劉立軍先生 | | M | | M | M | | 蒲華燕女士 | | M ...
重庆机电(02722) - 截至2025年12月31日重庆机电股份有限公司的证券变动月报表
2026-01-05 08:36
本月底結存 2,584,452,684 RMB 1 RMB 2,584,452,684 | 2. 股份分類 | 普通股 | 股份類別 H | | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02722 | 說明 | H 股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,100,187,470 | RMB | | | 1 RMB | | 1,100,187,470 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | | | 本月底結存 | | | 1,100,187,470 | RMB | | | 1 RMB | | 1,100,187,470 | 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12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: 重 ...
重庆机电涨超6% 机构看好其业务受益于AI和雅下项目
Zhi Tong Cai Jing· 2025-12-05 08:09
Core Viewpoint - Chongqing Machinery and Electric Co., Ltd. (02722) has seen a stock price increase of over 6%, currently at HKD 1.98, with a trading volume of HKD 39.36 million, following its inclusion in the MSCI Global Small Cap Index, effective after the market close on November 24, 2025, which is expected to enhance liquidity and support a target price of HKD 2.91 per share based on a 2025 PE ratio of 11 times [1][1][1] Group 1 - The company is expected to benefit from its inclusion in the MSCI Global Small Cap Index, which will enhance liquidity [1][1] - A report from Guoyuan International maintains a "Buy" rating for the company, citing AI and Yaxia projects as potential growth drivers for its transformer, engine, hydropower, and power transmission equipment businesses [1][1] - The company has conducted a new round of investor roadshows from November 5 to 6, 2023, to discuss its operational strategies [1][1] Group 2 - The company has actively responded to market changes this year, optimizing internal operations and improving management efficiency [1][1] - According to the company's unaudited financial statements for the period from January to October 2025, it is projected to achieve good year-on-year growth in revenue and total profit by the end of the year, meeting its annual operational targets [1][1]
港股异动 | 重庆机电(02722)涨超6% 机构看好其业务受益于AI和雅下项目
Zhi Tong Cai Jing· 2025-12-05 08:08
Core Viewpoint - Chongqing Machinery and Electric Co., Ltd. (02722) has seen a stock price increase of over 6%, attributed to its inclusion in the MSCI Global Small Cap Index, which is expected to enhance liquidity and support future growth [1][1]. Group 1: Stock Performance - As of the report, the stock price rose by 6.45% to HKD 1.98, with a trading volume of HKD 39.36 million [1][1]. Group 2: MSCI Inclusion - The company will officially be included in the MSCI Global Small Cap Index after the market closes on November 24, 2025, which is anticipated to improve liquidity [1][1]. - The target price set by Guoyuan International is HKD 2.91 per share, based on a projected 11 times PE ratio for 2025 [1][1]. Group 3: Business Growth and Strategy - The company has been actively responding to market changes and optimizing internal operations throughout the year, aiming to enhance management efficiency [1][1]. - According to unaudited financial statements, the company expects to achieve good year-on-year growth in revenue and total profit by the end of the year, aligning with its annual operational goals [1][1]. - The AI and Yaxia projects are expected to support growth in the transformer, engine, hydropower, and power transmission equipment sectors [1][1].
重庆机电(02722) - 截至2025年11月30日重庆机电股份有限公司的证券变动月报表
2025-12-01 08:32
FF301 本月底法定/註冊股本總額: RMB 3,684,640,154 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11月30日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 重慶機電股份有限公司 呈交日期: 2025年12月1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) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | N/A | 說明 | 內資股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 2,584,452,684 | RMB | | 1 RMB | | 2,584,452,684 | | 增加 / 減少 (-) | | | 0 | | | RMB | | | | 本月底結存 | | | 2,584,452,684 | RMB | | 1 RMB | | ...
重庆机电拟488.54万元出售昇普科技标的资产组
Zhi Tong Cai Jing· 2025-11-27 12:00
Core Viewpoint - The company has signed an asset transfer agreement with a wholly-owned subsidiary of its controlling shareholder, agreeing to sell specific assets and corresponding liabilities related to the "Chongqing Mechanical and Electrical Procurement Trading Platform" for RMB 4.8854 million [1] Group 1: Asset Transfer Details - The asset group being sold includes specific assets and liabilities associated with the operations of the "Chongqing Mechanical and Electrical Procurement Trading Platform," which is a comprehensive service platform integrating procurement, payment, contracts, invoicing, and data [1] - The transaction is valued at RMB 4.8854 million [1] Group 2: Strategic Intent - The company aims to focus on its core business and enhance strategic and operational synergies by divesting non-core assets [1] - This move is part of the company's strategic development plan to consolidate resources and concentrate efforts on the high-end equipment business segment, thereby improving development quality and competitiveness [1] - The ultimate goal is to create long-term value for shareholders [1]