证券代码：600031 证券简称：三一重工 公告编号：2025-027 三一重工股份有限公司 关于以集中竞价交易方式回购股份的回购报告书 登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ● 回购股份价格：本次回购股份的价格上限为29.10元/股，不超过董事会审议通过本次回购决议前30个 交易日公司股票交易均价的150%。 ● 相关风险提示： 1、回购期限内，公司股票价格持续超出回购预案披露的价格区间，导致回购预案无法实施的风险。 2、本次回购预案不代表公司将在二级市场回购公司股份的承诺，公司将在回购期限内根据市场情况择 机做出回购决策并予以实施，敬请投资者注意投资风险。 一、回购方案的审议及实施程序 2025年4月3日，三一重工股份有限公司（以下简称"公司"）召开第八届董事会第二十五次会议，审议通 过《关于以集中竞价交易方式回购公司股份的议案》（表决结果同意 9 票，反对 0 票，弃权 0 票），该 议案已经三分之二以上董事出席的董事会审议通过。 根据《公司 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 1、回购期限内，公司股票价格持续超出回购预案披露的价格区间，导致回购 预案无法实施的风险。 2、本次回购预案不代表公司将在二级市场回购公司股份的承诺，公司将在回 购期限内根据市场情况择机做出回购决策并予以实施，敬请投资者注意投资风险。 ● 回购股份金额：10 亿元~20 亿元 ● 回购股份资金来源：本次回购资金来源于符合监管部门要求的新增银行借款或 其他资金来源。 ● 回购股份用途：员工持股计划 ● 回购股份价格：本次回购股份的价格上限为 29.10 元/股，不超过董事会审议通 过本次回购决议前 30 个交易日公司股票交易均价的 150%。 ● 回购股份方式：集中竞价交易方式 ● 回购股份期限：自公司董事会审议通过本次回购股份方案之日起不超过12个月。 ● 相关股东是否存在减持计划：否 ● 相关风险提示： 一、 回购方案的审议及实施程序 2025 年 4 月 3 日，三一重工股份有限公司（以下简称"公司"）召开第八届董 事会第二十五次会议，审议通过《关于以集中 ...

证券代码：600031 证券简称：三一重工 公告编号：2025-026 三一重工股份有限公司 2025 年 4 月 12 日 2 1 序号 股东名称 持股数量（股） 占公司总股本的比例（%） 1 三一集团有限公司 2,480,088,257 29.26 2 香港中央结算有限公司 868,679,405 10.25 3 梁稳根 235,840,517 2.78 4 中国证券金融股份有限公司 233,349,259 2.75 5 中国工商银行－上证 50 交易型开放式指数证 券投资基金 108,853,476 1.28 6 中国工商银行股份有限公司－华泰柏瑞沪深 300 交易型开放式指数证券投资基金 97,754,279 1.15 7 全国社保基金一一四组合 88,784,464 1.05 8 全国社保基金一零三组合 87,000,000 1.03 9 中国建设银行股份有限公司－易方达沪深 300 交易型开放式指数发起式证券投资基金 67,911,186 0.80 10 中央汇金资产管理有限责任公司 64,238,946 0.76 一、2025 年 4 月 3 日登记在册的前十大股东持股情况 特此公告。 三一重工 ...

Investment Rating - The report maintains a positive outlook on the mechanical industry, recommending investment in domestic circulation, major infrastructure, and self-controllable sectors [5]. Core Insights - The report forecasts Q1 2025 performance for 14 key mechanical companies, with growth rates exceeding 20% for several firms, including XianDao Intelligent (30%), Baichu Electronics (25%), and Sany Heavy Industry (25%) [5][6]. - The human-shaped robot industry is progressing towards commercialization, with significant developments expected in 2025, driven by major players like Tesla and Huawei [5]. - Railway investment remains resilient, with a 5.1% year-on-year increase in fixed asset investment in early 2025, highlighting ongoing infrastructure projects [5]. - The engineering machinery sector is approaching a cyclical turning point, with signs of recovery in demand and improved profitability due to increased overseas revenue [5]. - Domestic brands in electronic measurement instruments are expected to accelerate their market share due to low current localization rates and increasing competitiveness [5]. Summary by Sections Mechanical Companies Performance Forecast - Companies with growth rates over 20% include XianDao Intelligent (30%), Baichu Electronics (25%), Sany Heavy Industry (25%), and others [5][6]. - Companies with growth rates between 10%-20% include Yizhiming (19%), Rilian Technology (18%), and others [5][6]. - Companies with growth rates between 0%-10% include Lianying Laser (6%) [5][6]. Robotics and Components - The human-shaped robot industry is entering a new phase of commercialization, with various forms of robots being tested in real-world applications [5]. - Key companies to watch include Greentech Harmonic, Mingzhi Electric, and others [5]. Rail Transportation - Fixed asset investment in railways reached 68.54 billion yuan in early 2025, with significant projects enhancing network efficiency [5]. - Recommended companies include China CNR and Siwei Control [5]. Engineering Machinery - The sector is showing signs of recovery after a prolonged downturn, with improved profitability and demand expected to drive new machine sales [5]. - Key recommendations include Sany Heavy Industry, Xugong Machinery, and others [5]. Domestic Instruments - The report highlights the low localization rate of electronic measurement instruments and the competitive edge of domestic brands [5]. - Recommended companies include Puyuan Precision and others [5].

Investment Rating - The report does not explicitly provide an investment rating for the engineering machinery industry Core Viewpoints - The "reciprocal tariff" policy by the Trump administration is expected to benefit US domestic engineering machinery companies while intensifying global competition in the industry. Chinese engineering machinery companies have limited exposure to the US market, making the overall risk manageable. The industry faces both short-term pressures and long-term opportunities as it shifts towards high-end and globalized operations, supported by domestic demand stimulation and the "Belt and Road" initiative [1][5][8] Summary by Sections Impact of Tariffs - The "reciprocal tariff" policy includes a minimum baseline tariff of 10% on all goods exported to the US, effective April 5, 2025, with additional tariffs for countries with significant trade deficits or deemed to engage in "unfair trade" [3][4] Export Trends - Chinese engineering machinery exports have been growing, particularly to countries along the "Belt and Road" initiative, with exports to these regions reaching $21.055 billion in 2023, a year-on-year increase of 24.1%, accounting for 47.2% of total exports. The share of exports to the US has decreased, currently representing about 7%-8% of total exports, with major companies like SANY, Zoomlion, and XCMG having less than 5% exposure to the US market [5][8] Competitive Landscape - US brands such as Caterpillar and John Deere hold a combined market share of 52% in the US market, and the high tariffs are likely to strengthen their market position. European and Japanese companies are also facing similar tariff pressures, which may heighten competition in other global markets [7][8] Strategic Responses - Major Chinese engineering machinery companies are expanding their overseas production capabilities and entering emerging markets to mitigate risks. For instance, SANY has established a factory in North America, while Zoomlion and Hengli Hydraulic have set up operations in Mexico and Brazil to cater to local demand [7][8] Future Outlook - While short-term challenges exist due to increased tariffs leading to a decline in exports to the US, the long-term outlook is positive as the industry is pushed towards higher-end and globalized operations. The focus of competition is expected to shift towards technological innovation and localized service capabilities rather than merely the gains or losses in a single market [8]

Group 1 - The core index, the CSI Industry Competitive Advantage Index, has shown a decline of 14.34% over the past month, 8.57% over the past three months, and 9.19% year-to-date [1] - The index comprises 50 large-cap companies with strong profitability and competitive strength in overseas markets, reflecting the overall performance of companies with significant industry competitive advantages [1] - The top ten weighted companies in the index include Midea Group (9.91%), Zijin Mining (9.84%), CATL (8.67%), Luxshare Precision (5.44%), Mindray (4.86%), Sany Heavy Industry (4.26%), Will Semiconductor (3.82%), Fuyao Glass (3.22%), Sungrow Power (3.06%), and Weichai Power (3.03%) [1] Group 2 - The market capitalization distribution of the index shows that 51.67% of the companies are listed on the Shenzhen Stock Exchange, while 48.33% are on the Shanghai Stock Exchange [1] - The industry composition of the index includes 34.07% in industrials, 22.06% in information technology, 21.89% in consumer discretionary, 13.99% in materials, 7.04% in healthcare, and 0.95% in energy [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2]

三一重工：回购金额 不低于10亿元人民币，不超过20亿元人民币 3月19日，三一重工股份有限公司（以下简称"三一重工"）公告，公司董事长向文波提议公司以集中竞价交易 方式回购股份，回购金额不低于10亿元人民币，不超过20亿元人民币。 三一重工工作人员向《证券日报》记者表示："本次回购是出于对未来持续稳定发展的信心和对公司内在 价值的认可，公司将以自有资金或自筹资金回购股份，推进公司股价与内在价值相匹配。回购的股份用于 员工持股计划。" 徐工机械： 回购金额 不超过人民币36亿元(含)，不低于人民币18亿元(含) 徐工机械公告，公司本次回购资金总额不超过人民币36亿元(含)，不低于人民币18亿元(含)，回购价格区 间不超过人民币13元/股(含)，回购股份用于实施股权激励或员工持股计划。 山推股份：1.5亿元至3亿元回购部分公司股票 山推股份(000680)4月9日晚间公告，公司董事长李士振提议公司以1.5亿元至3亿元回购部分公司股票，并 在未来适宜时机用于股权激励或员工持股计划等。 工程机械板块密集回购，增强投资者信心，彰显公司长期业绩增长信心。 ·往期回顾· 【行业热点】 1 业绩改观，工程机械行业复苏或已在 ...

Core Viewpoint - The enthusiasm for A-share companies to list in Hong Kong continues to rise, with many companies queuing for IPO applications and several already making progress in their listings [1][3][9] Group 1: A-Share Companies Listing in Hong Kong - Chifeng Jilong Gold became the first "A+H" listed company of 2025, with 2.365 billion shares offered at HKD 13.72 each [2] - As of April 8, 2024, 14 A-share companies have submitted applications for Hong Kong IPOs, including major firms like CATL, Hengrui Medicine, and Haitian Flavoring [3][4] - More than 10 A-share companies are planning to issue H-shares, with notable examples including Zhaowei Electromechanical and Dongpeng Beverage [4] Group 2: Market Trends and Analysis - The current "A+H" listing trend began around the 2024 "924 market," driven by a recovery in the Hong Kong market [2] - As of April 8, 2024, there are 151 "A+H" stocks in the Hong Kong market, including major financial institutions and leading manufacturing companies [3] - Deloitte's analysis indicates that the first quarter of 2025 will see a significant number of new listings in Hong Kong, primarily from the consumer and manufacturing sectors [7][8] Group 3: Regulatory and Market Support - The Hong Kong Stock Exchange has optimized the IPO application process, particularly for A-share companies, allowing for expedited approvals [8][9] - A-share companies with a market capitalization over HKD 10 billion can benefit from a "one round inquiry + 30 days approval" fast track, significantly reducing approval times [8][10] - The supportive policies from both the Hong Kong Stock Exchange and the China Securities Regulatory Commission have facilitated the trend of A-share companies seeking listings in Hong Kong [10]

4月9日，工业4.0概念上涨3.0%，今日主力资金流入5.24亿元，概念股91只上涨，8只下跌。 主力资金净流入居前的分别为美的集团（000333）(1.49亿元)、汇川技术（300124）(1.27亿元)、恒立液 压（601100）(1.06亿元)、三一重工（600031）(9788.12万元)、海尔智家（600690）(8205.72万元)。 序号 代码 名称 最新价 涨跌幅 主力净流入 主力净占比 | 1 | 000333 | 美的集团 | 69.67 | -0.8 | 1.49亿元 | 3.71% | | --- | --- | --- | --- | --- | --- | --- | | 2 | 300124 | 汇川技术 | 62.55 | 0.24 | 1.27亿元 | 5.56% | | 3 | 601100 | 恒立液压 | 71.36 | 0.68 | 1.06亿元 | 7.7% | | 4 | 600031 | 三一重工 | 19.12 | 3.07 | 9788.12万元 | 4.8% | | 5 | 600690 | 海尔智家 | 25.04 | 1.17 | 8205.72万元 ...

Core Insights - The bauma 2025 exhibition in Munich, Germany, showcases the latest developments and innovations in the global construction machinery industry, featuring over 3,500 exhibitors from 57 countries [1] - Leading Chinese companies such as SANY, Zoomlion, and CRCHI are prominently displaying their advanced machinery and technology, highlighting China's manufacturing strength [8][9] Group 1: Company Highlights - SANY's remote control experience area attracted significant attention, demonstrating the seamless operation of excavators from a distance, showcasing the company's innovative capabilities [3] - Zoomlion presented over 60 benchmark products across nine categories, integrating cutting-edge technologies like AI and big data into their solutions, which received positive feedback from international clients [3] - CRCHI unveiled the "Jianghai" shield machine, the largest domestically produced shield machine with a diameter of 16.64 meters, marking a breakthrough in China's large-diameter shield machine industry [4] Group 2: Global Expansion Strategies - XCMG's new SPA27J spider lift and its localized production strategy in Poland have enhanced its international presence, with a robust supply chain and growing customer base in Europe [6] - SANY has established a comprehensive marketing service network in Europe, including over 150 agents and 120 sales experts, reflecting its deep-rooted presence in the region [7] - Zoomlion is expanding its global footprint with 11 R&D and manufacturing bases overseas, over 400 international outlets, and a workforce of more than 6,300 overseas employees, significantly enhancing its global delivery and response capabilities [7] Group 3: Industry Trends - The participation of Chinese construction machinery companies in the bauma exhibition underscores their resilience and adaptability in navigating global economic uncertainties [8] - The continuous technological innovations and strategic global expansions of leading firms are reshaping the value landscape in the capital markets, showcasing China's ascent in high-end manufacturing [9]