三一重工（证券代码：600031）发布以集中竞价交易方式回购公司股份的进展公告。回购方案首次披露 于4月4日，实施期限为2025年4月3日至2026年4月2日，预计回购金额10亿元至20亿元，用于员工持股计 划。截至2025年9月底，公司累计回购股份7,267.92万股，占总股本的0.86%，购买最高价为19.39元/ 股、最低价为17.39元/股，已支付总金额135,536.87万元。9月未实施股份回购，公司将依规在期限内择 机回购并及时披露信息。 ...

Core Viewpoint - The article discusses the recent developments in the domestic heavy truck market, particularly focusing on the new energy sector, as various brands prepare for the traditional sales peak in September and October. The Ministry of Industry and Information Technology released the 399th batch of new product announcements, highlighting a total of 148 new energy heavy truck models submitted for approval, indicating a strong trend towards electrification in the industry [1][2]. Summary by Sections New Energy Heavy Trucks Overview - A total of 148 new energy heavy truck models were announced in the 399th batch, with a slight decrease of one model compared to the previous batch [1]. - The majority of the submissions were for charging heavy trucks, accounting for 73.65% (109 models), followed by battery swap trucks (17 models), fuel cell trucks (15 models), and plug-in hybrid trucks (7 models) [2][3]. Breakdown of Charging Heavy Trucks - Among the 109 charging heavy trucks, the most common configuration was the 4×2 model with 69 submissions, followed by 8×4 (23 models) and 6×4 (17 models) [2]. Conventional Heavy Trucks - In the 399th batch, 53 conventional heavy truck models were submitted, a decrease of 7% from the previous batch. The most common type was the new energy tractor with 26 models [6]. Notable Submissions by Major Brands - China National Heavy Duty Truck Group submitted 16 models, including 9 charging trucks, 4 battery swap trucks, and 3 fuel cell trucks [11]. - FAW Jiefang submitted 3 new 4×2 charging trucks, all equipped with a peak power of 171 kW [21]. - SANY Group submitted 6 new models, including 3 charging trucks, 1 battery swap truck, and 2 fuel cell trucks, with the highest power reaching 748 horsepower [23][25]. Other Brands' Submissions - Several other brands, including Yuchai, Dongfeng, and Shaanxi Automobile, also submitted new energy heavy trucks, with Dongfeng submitting 10 models, including 7 charging trucks and 2 fuel cell trucks [42][56]. - The article highlights the competitive landscape as various brands accelerate their new energy heavy truck offerings, indicating a robust market response to the growing demand for electrification in the heavy truck sector [33][58].

Core Viewpoint - Wind power stocks are experiencing a strong upward trend, with companies like Goldwind Technology hitting the daily limit, and others such as Yunda Co., Guangda Special Materials, Sany Heavy Industry, Daikin Heavy Industries, and Jixin Technology seeing increases of over 5% [1] Industry Summary - The domestic offshore wind market in China is witnessing a peak in bidding and contract awards in September [1] - The overseas offshore wind market has shown signs of a turning point, with Europe’s offshore wind installation capacity increasing to over 4.5 gigawatts this year [1] - China is set to launch its first national offshore wind power testing base, which will conduct tests on the world's largest capacity wind turbine units and the longest wind turbine blades, as well as research on cutting-edge technologies across multiple fields [1]

Core Insights - Sany Heavy Industry has received approval from the China Securities Regulatory Commission to issue up to 1.083 billion shares for overseas listing on the Hong Kong Stock Exchange, reflecting a strategic move to enhance its global presence [1][2] Group 1: Company Strategy - The company aims to accelerate its globalization efforts, with over 80 new products set to launch in overseas markets by mid-2025, leading to significant growth in overseas sales revenue [2] - Establishing a market channel system with over 400 overseas subsidiaries, joint ventures, and agents is part of the strategy to broaden its international market reach [2] - Listing on the Hong Kong Stock Exchange will facilitate the expansion of overseas manufacturing capabilities and the development of a global sales and service network, enhancing global R&D capabilities [2] Group 2: Market Context - The trend of mainland companies utilizing the Hong Kong market for international expansion is evident, with over 200 companies currently in the queue for listing, more than 90% of which are from mainland China [1] - Since the implementation of capital market cooperation measures by the China Securities Regulatory Commission in April 2024, 115 mainland companies have listed in Hong Kong, raising over 228 billion HKD [1] - The simultaneous listing of "A+H" shares is becoming a standard for high-quality enterprises, with 11 A-share companies successfully listed in Hong Kong this year, raising approximately 91.689 billion HKD [1] Group 3: Expert Opinions - Analysts suggest that Sany Heavy Industry's choice to list in Hong Kong will enhance its governance transparency and attract global long-term investors, marking a shift from product export to global resource integration [2] - The company's overseas business has a significantly higher gross margin compared to domestic operations, indicating a strategic advantage in international markets [2] - Listing in Hong Kong will allow the company to access foreign currency capital, which can be directly used for overseas operations and mitigate exchange rate fluctuations, aligning its capital structure with its business layout [2]

Core Insights - The article discusses the growth of the excavator industry in China, highlighting a significant increase in production and sales figures for 2025 [1] Industry Overview - According to the National Bureau of Statistics, the production of excavators in China reached 28,000 units in August 2025, representing a year-on-year growth of 13.2% [1] - From January to August 2025, the cumulative production of excavators in China was 246,000 units, showing a cumulative growth of 17.6% [1] Companies Mentioned - The article lists several key companies in the excavator industry, including SANY Heavy Industry, XCMG Machinery, Zoomlion Heavy Industry, Shantui, LiuGong, Xiamen XGMA Machinery, Shanhe Intelligent, Anhui Heli, Hengli Hydraulic, and Construction Machinery [1] Market Research - The insights are based on a report by Zhiyan Consulting titled "2025-2031 China Excavator Industry Market Survey and Future Outlook" [1] - Zhiyan Consulting is noted as a leading industry consulting firm in China, providing comprehensive industry research reports and consulting services [1]

日前，"2025全球矿山设备制造商50强"榜单在印尼雅加达举办的T50峰会亚洲论坛上发布，包括三 一重工和中联重科在内的13家中国企业上榜，其中三一重工进入20强，列第13位，中联重科居第38位。 本次公布的"2025全球矿山设备制造商50强"企业中，有14家企业来自传统的矿山工程机械制造商，其余 入榜企业均是各自细分领域的领军者；从国别上来看，50强来自15个国家。中国企业上榜数量最多，为 13家。从国别销售额来看，美国企业的国别销售额最高，总计为169.87亿美元，占比22.16%；日本企业 紧随其后，国别销售额为153.63亿美元，占比20.04%；中国企业排名第3位，国别销售额为147.23亿美 元，占比19.21%。 作为国内工程机械龙头，三一重工一直注重矿山机械的开发和绿色环保，其露天采剥数智化解决方案以 远程遥控挖掘机及矿用装载机等智能产品为基础，使操作人员远离作业一线，保障生产安全；此外，依 托数智化与自动化的矿山管理系统，该解决方案实现了对资源分配、路径规划与作业调度的优化，进一 步提升整体作业效率。 中联重科有着悠久深厚的矿山基因，最早可追溯到1956年成立的建工部机械施工总局设计室，这是 ...

海外市场近年来成为国内工程机械企业业绩增长的主要驱动力。2025年上半年，三一重工海外收入为 263.02亿元，占总营收比重达60.26%，海外业务毛利率为31.18%，较国内市场的毛利率高出9.08个百分 点。 据了解，三一重工最早于今年2月表示，正在筹划境外发行股份（H股）并在香港联交所上市事项，意 在深入推进公司全球化战略，加强与境外资本市场对接，进一步提升公司治理透明度和规范化水平。 5月，三一重工正式向港交所递交招股书，中信证券担任独家保荐人。 三一重工是国内工程机械龙头，由三一集团投资创建于1994年，2003年在A股上市，产品包括混凝土机 械、挖掘机械、起重机械、桩工机械等。2025年上半年，公司实现营收445.34亿元，同比增长14.96%； 净利润52.16亿元，同比增长46%。 千亿工程机械龙头港股上市申请获中国证监会备案。 10月8日，三一重工（600031）公告称，公司于近日收到了中国证监会出具的《关于三一重工股份有限 公司境外发行上市备案通知书》，公司拟发行不超过10.83亿股境外上市普通股并在香港联合交易所上 市。 公告表示，公司自备案通知书出具之日起12个月内未完成境外发行上市， ...

三一重工10月8日晚间公告，公司正在进行申请发行境外上市股份（H股）并在香港联合交易所主板上 市的相关工作，公司于近日收到中国证监会出具的《关于三一重工股份有限公司境外发行上市备案通知 书》，公司拟发行不超过1,082,838,726股境外上市普通股并在香港联合交易所上市。 ...

二、自备案通知书出具之日起至本次境外发行上市结束前，公司如发生重大事项，应根据境内企业境外 发行上市有关规定，通过中国证监会备案管理信息系统报告。 三、公司完成境外发行上市后15个工作日内，应通过中国证监会备案管理信息系统报告发行上市情况。 公司在境外发行上市过程中应严格遵守境内外有关法律、法规和规则。 四、公司自备案通知书出具之日起12个月内未完成境外发行上市，拟继续推进的，应当更新备案材料。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600031 证券简称：三一重工 公告编号：2025-073 三一重工股份有限公司 关于发行境外上市股份（H股）获得中国证监会备案的公告 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、准确性和完整性承担个别及连带责任。 三一重工股份有限公司（以下简称"公司"）正在进行申请发行境外上市股份（H股）并在香港联合交易 所有限公司（以下简称"香港联合交易所"）主板上市的相关工作（以下简称"本次境外发行上市"），公 司于近日收到中国证券监督管理委员会（以下简称"中国证监会"）出具的《关于三一重工股份有限公司 境外 ...

据知情人士透露，三一重工计划最早下周开始评估投资者对其香港上市的兴趣，此次赴港上市可能融资 约15亿美元。知情人士表示，预计这家工程机械制造商最早本周参加港交所上市聆讯。知情人士还表 示，这家已在上海证券交易所上市的公司可能在未来几周赴港挂牌。知情人士称，相关讨论仍在进行 中，交易规模和时间仍可能变化。三一重工暂未就此置评。港交所的一位代表拒绝置评。 ...