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港股异动 | 中国龙工(03339)涨超5% 8月挖机销售保持向上 工程机械行业有望稳步增长
智通财经网· 2025-09-11 07:36
消息面上,根据工程机械工业协会统计,2025年8月挖掘机(含出口)销量16523台,同比增长12.8%。 其中国内销量7685台,同比增长14.8%;出口销量8838台,同比增长11.1%。国元证券表示,当前时 点,出口端该行认为无论从供给端还是需求端看国内龙头企业仍具备较强竞争优势。看好后续工程机械 行业维持稳步增长态势。 智通财经APP获悉,中国龙工(03339)涨超5%,截至发稿,涨5.17%,报3.05港元,成交额9533.78万港 元。 今年上半年,中国龙工实现收益55.96亿元(人民币,下同),同比增加69.67%;股东应占溢利6.32亿元, 同比增加37.83%。光大证券认为,公司业绩符合预期,有望深度受益于国内工程机械行业复苏以及工 程机械国际化、电动化趋势。 ...
中国龙工涨超5% 8月挖机销售保持向上 工程机械行业有望稳步增长
Zhi Tong Cai Jing· 2025-09-11 07:35
今年上半年,中国龙工实现收益55.96亿元(人民币,下同),同比增加69.67%;股东应占溢利6.32亿元, 同比增加37.83%。光大证券认为,公司业绩符合预期,有望深度受益于国内工程机械行业复苏以及工 程机械国际化、电动化趋势。 中国龙工(03339)涨超5%,截至发稿,涨5.17%,报3.05港元,成交额9533.78万港元。 消息面上,根据工程机械工业协会统计,2025年8月挖掘机(含出口)销量16523台,同比增长12.8%。其 中国内销量7685台,同比增长14.8%;出口销量8838台,同比增长11.1%。国元证券表示,当前时点, 出口端该行认为无论从供给端还是需求端看国内龙头企业仍具备较强竞争优势。看好后续工程机械行业 维持稳步增长态势。 ...
盘点工程机械行业主要上市公司2025年上半年业绩:谁最赚钱?
工程机械杂志· 2025-09-10 09:14
2025 年 8 月底,工程机械行业主要上市公司披露 2025 年上半年财报。 桩工机械:销售收入13.41亿元,同比增长15.05%。旋挖钻稳居国内市场份额第一。 分地区来看,境内收入占比53.39% ,境外收入占比46.61% 。 三一重工 :上半年营收 445.34 亿元,同比增长 14.96% ;净利润 52.16 亿元,同比增长 46% 。 挖掘机械:销售收入174.97亿元,同比增长15.00%。国内市场地位稳居第一,全球市占率稳步提升。毛利率 为32.74%,是三一重工最赚钱的产品。 混凝土机械:销售收入74.41 亿元,同比下降6.49%,稳居全球第一品牌。 起重机械:销售收入78.04亿元,同比提升 17.89%;履带起重机国内整体市占率超40%,大中型履带起重机市 场份额居全国第一;汽车起重机、全地面起重机、越野起重机海外市场占有率均显著提升。 2025年上半年,工程机械行业延续复苏态势。国内需求在超长期国债发行、设备更新政策深化落地及新能源转 型加速的驱动下,挖掘机械、混凝土机械、起重机械等核心产品的国内销售全面实现增长,海外市场保持高景 气度,尤其在矿产开发、能源基建领域需求旺盛,出口 ...
倪银英增持中国龙工2130万股 每股均价约2.70港元

Zhi Tong Cai Jing· 2025-09-03 12:59
Group 1 - The core point of the article is that Ni Yinying increased his stake in China Longgong (03339) by acquiring 21.3 million shares at an average price of HKD 2.6951 per share, totaling approximately HKD 57.41 million [1] - After the acquisition, Ni Yinying's total shareholding in China Longgong reached approximately 2.42 billion shares, representing a 56.53% ownership stake [1] - The transaction involved other related parties, specifically Li Xinyan [1]
倪银英增持中国龙工(03339)2130万股 每股均价约2.70港元

Xin Lang Cai Jing· 2025-09-03 12:57
本交易涉及其他关联方:李新炎。 来源:智通财经网 香港联交所最新数据显示,8月29日,倪银英增持中国龙工(03339)2130万股,每股均价2.6951港元,总 金额约为5740.56万港元。增持后最新持股数目约为24.20亿股,持股比例为56.53%。 ...
中国龙工(03339) - 截至二零二五年八月三十一日止月份之股份发行人的证券变动月报表

2025-09-01 08:37
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8月31日 狀態: 新提交 | 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) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03339 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 20,000,000,000 | HKD | | 0.1 | HKD | | 2,000,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 20,000,000,000 | HKD | | 0.1 | HKD | | 2,000,000,000 | 本月底法定/註冊股本總額: HKD 2,000,000,000 第 1 頁 共 10 頁 v 1.1.1 致:香港交易及結算所有限 ...
异动盘点0827| 农夫山泉涨超6%,AI概念股多数走高;蔚来美股涨超10%,波音涨超3%
贝塔投资智库· 2025-08-27 04:00
Group 1 - Nongfu Spring (09633) reported a 22% year-on-year increase in net profit for the six months ending June 30, 2025, with packaged drinking water revenue growing by 10.7% [1] - Gu Ming (01364) saw a more than 120% year-on-year increase in net profit for the same period, with steady expansion in store count and impressive GMV performance [1] - China Longgong (03339) reported a 37.83% year-on-year increase in net profit, with the loader business being the largest contributor to revenue and profit [1] - AI concept stocks generally rose, with SenseTime (00020) up over 11% and Fourth Paradigm (06682) up over 9%, following the State Council's release of opinions on implementing "AI+" actions [1] - Cao Cao Mobility (02643) reported a 53.5% year-on-year increase in net profit, with gross margin improving from 7.0% to 8.4% [1] Group 2 - H&H International Holdings (01112) experienced a nearly 77% year-on-year decrease in net profit and proposed an interim dividend of HKD 0.19 per share [2] - NIO (09866) saw its stock price rise over 6% this month, benefiting from strong orders for the Onvo L90 and ES8 SUV models [2] - Chip stocks continued their upward trend, with SMIC (00981) up over 6% and Huahong Semiconductor (01347) up over 3%, as institutions remain optimistic about the domestic chip market [2] - Beike (02423) reported a 7.2% year-on-year decrease in net profit for the mid-year results, with Nomura indicating that its third-quarter guidance was below expectations [2] Group 3 - Gaotu (GOTU.US) reported a more than 37% year-on-year increase in revenue for Q2, alongside a new stock buyback plan worth up to USD 100 million [3] - NIO (NIO.US) rose 10.02% as Morgan Stanley highlighted strong orders for the ES8 and a shift in market sentiment towards next year's models [3] - XPeng Motors (XPEV.US) increased by 5.46% as it announced the official launch of the new P7 model on August 27 [3] - Boeing (BA.US) rose 3.51% after Korean Air announced a purchase order for aircraft valued at approximately USD 36.5 billion [4]
中国龙工涨超8% 中期纯利同比增长37.83%至6.32亿元
Zhi Tong Cai Jing· 2025-08-27 01:45
中国龙工(03339)涨超8%,截至发稿,涨7.94%,报2.99港元,成交额4319.91万港元。 消息面上,中国龙工发布截至2025年6月30日止六个月的中期业绩,收益55.96亿元(人民币,下同),同 比增加69.67%;股东应占溢利6.32亿元,同比增加37.83%;每股基本盈利0.15元。公告称,作为拳头产 品的装载机业务继续保持了集团营收和利润的最大贡献,其销售额占集团整体销售额比重为41.12%, 较2024年同期的40.31%上升了0.81个百分点。 ...
港股异动 | 中国龙工(03339)涨超8% 中期纯利同比增长37.83%至6.32亿元
智通财经网· 2025-08-27 01:44
消息面上,中国龙工发布截至2025年6月30日止六个月的中期业绩,收益55.96亿元(人民币,下同),同 比增加69.67%;股东应占溢利6.32亿元,同比增加37.83%;每股基本盈利0.15元。公告称,作为拳头产 品的装载机业务继续保持了集团营收和利润的最大贡献,其销售额占集团整体销售额比重为41.12%, 较2024年同期的40.31%上升了0.81个百分点。 智通财经APP获悉,中国龙工(03339)涨超8%,截至发稿,涨7.94%,报2.99港元,成交额4319.91万港 元。 ...
中国龙工发布中期业绩 股东应占溢利6.32亿元 同比增加37.83%
Zhi Tong Cai Jing· 2025-08-26 10:18
Group 1 - The company reported a revenue of 5.596 billion RMB for the six months ending June 30, 2025, representing a year-on-year increase of 69.67% [1] - Shareholder profit reached 632 million RMB, an increase of 37.83% compared to the previous year, with basic earnings per share at 0.15 RMB [1] - The loader business remains the largest contributor to the company's revenue and profit, accounting for 41.12% of total sales, up from 40.31% in the same period of 2024 [1] Group 2 - The sales of excavators saw a significant year-on-year growth of 59.58%, with sales accounting for 14.44% of total sales, an increase of 4.99 percentage points from 9.45% in 2024 [1] - The company experienced varied regional performance, with the northwest region achieving a sales growth of 22.3%, increasing its market share from 7.01% to 8.58% [1] - The south region showed moderate growth of 3.6%, raising its market share to 9.57% [1] Group 3 - The wheeled loader segment remains the core business unit, with total revenue increasing by 6.5% to 2.301 billion RMB, driven by strong demand for high-end and mini wheeled loaders [2] - Revenue from the flagship model ZL50 slightly declined by 3.9% due to weak export sales, while the contribution from mini and ZL40 models significantly increased [2] - The gross margin for the wheeled loader segment improved to 20.6%, reflecting better product mix and cost control [2]