证券日报网讯1月26日，三一重工（600031）在互动平台回答投资者提问时表示，根据公司的相关资 料，暂时没有与日本东海特殊钢金属株式会社的合作信息。 ...

证券之星消息，1月26日工程机械板块较上一交易日下跌1.24%，邵阳液压领跌。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。工程机械板块个股涨跌见下表： 从资金流向上来看，当日工程机械板块主力资金净流出7.24亿元，游资资金净流入1.13亿元，散户资金净 流入6.11亿元。工程机械板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600031 | =一重工 | 1.84 Z | 8.03% | -1.43 Z | -6.23% | -4131.62万 | -1.80% | | 600761 安徽合力 | | 5999.86万 | 3.46% | -6544.67万 | -3.78% | 544.80万 | 0.31% | | 920599 同力股份 | | 748.72万 | 5.69% | 431.15万 | 3.28% | 68.05万 ...

2025年，我国新能源重卡市场火爆异常，月销量屡创新高，全年销量超过23万辆，同比暴涨182%。 这其中，哪些细分市场贡献最大？占比近7成的充电重卡无疑是最重要的存在之一，而在充电重卡市场连续多年称霸的三一重卡又是其 中最主要的贡献者和推动者。 请看第一商用车网的分析解读。 要说充电重卡，就绕不开与充电重卡互为补充的换电重卡。根据第一商用车网掌握的数据，2022年是换电重卡人气最旺的一年，当年充 电重卡与换电重卡销量比约为45：55（注：指纯电动重卡销量中充电/换电比），这也是迄今唯一一次换电重卡占比超过充电重卡。之 后三年，充电重卡占比逐年上升，2023年-2025年，充电/换电重卡销量比分别为52:48、63:37以及70:30。而无论充电重卡与换电重 卡占比如何此消彼长，充电重卡市场都只有一个冠军——三一重卡。 2025全年销超3万辆，连续四年份额超20%摘冠 对新能源重卡行业稍微有些了解的人应该都知道，近两年随着动力电池技术的进步以及超快充技术的普及，充电重卡的适用场景越来越 广，各重卡主机厂，包括前两年"押宝"换电重卡的企业纷纷加大对充电重卡（尤其是大电量重卡）的投入，市场竞争的激烈程度较前两 年早 ...

本报讯 （记者肖伟）1月23日，三一海洋重工有限公司（以下简称"三一海工"）2026全球客户峰会暨电 智新品发布会在广东珠海举行。多位港口与物流企业客户齐聚一堂，共同擘画集装箱装卸和散料装卸领 域绿色化、智能化发展新蓝图。 展望未来，三一海工将继续锚定全球化、数智化、低碳化战略，以技术创新和可靠的产品服务，与所有 合作伙伴并肩前行，共赢未来。 当日上午，嘉宾们走进三一珠海产业园，40台涵盖集装箱装卸与散料装卸两大工况的产品整齐列阵。在 设备展区，嘉宾们观看了高效精准的实景作业演示，还亲自试乘试驾，并与研发工程师现场交流，零距 离感受新一代电智产品的卓越性能。现场，三一海工展示了全球首台远控正面吊与无人平板的联合作业 演示。 （文章来源：证券日报） 三一海工研发负责人分别发布集装箱装卸和散料装卸综合解决方案，推出岸桥、场桥、水平运输设备、 正面吊、堆高机5类集装箱装卸产品线，以及门座起重机、装卸船机、高架吊、清仓机、抓料机、重叉6 类散料装卸产品线，以作业全流程电动化、智能化助力客户提升作业效率，实现清洁高效运营。 峰会上，三一集团有限公司董事、联席总裁伏卫忠致开幕辞。他强调，三一将持续推进"全球化、数智 化、 ...

Global Research ab 20 January 2026 China Industrials 2026 GCC: Takeaways from industrial companies and tour Mixed message from GCC corporate meetings Executives from around 30 industrial companies attended UBS's GCC held in Shanghai on 12-14 January. Among the industrial companies in attendance, Hengli Hydraulic, Inovance and Sany Heavy attracted the most interest. We also organised an industrials sector dinner and post-conference tour in the same week. Industrial companies, in general, believe domestic dem ...

Summary of Conference Call Notes Industry Overview - The discussion primarily revolves around the **commercial aerospace** and **engineering machinery** industries, with a focus on **AI**, **renewable energy**, and **solid-state batteries**. Key Points on Commercial Aerospace - The commercial aerospace sector is viewed as a new version of the "Star Wars" program, integrating technology and competition beyond the historical context of the US-Soviet rivalry [2][3]. - There is significant local government interest in commercial aerospace, surpassing previous focuses on low-altitude and deep-sea technologies [2]. - The sector is expected to combine aerospace, AI, new energy, and robotics, indicating a broad technological convergence [3]. - The growth of commercial aerospace is linked to a broader cycle of growth, including military and industrial sectors, with a notable increase in demand for AI-driven technologies [4][5]. Key Points on Engineering Machinery - The global leader in engineering machinery, **Caterpillar**, has a market capitalization exceeding **210 billion RMB**, while China's top three companies (Sany, XCMG, and Zoomlion) collectively hold a market share close to Caterpillar's [8][9]. - The Chinese companies are significantly undervalued, with a combined market cap of approximately **420 billion RMB**, only **20%** of Caterpillar's valuation [8][9]. - There is a notable increase in demand for mining machinery due to rising prices of metals like copper, gold, and aluminum, which is expected to drive growth in the sector [9]. - The report emphasizes the potential of Sany Heavy Industry, highlighting its new management team and its significant overseas revenue contribution, which is projected to grow [10][11][12]. Insights on Solid-State Batteries - The solid-state battery industry is anticipated to reach a critical inflection point by **2027**, with expectations for small-scale production [21][22]. - Key drivers for the solid-state battery market include global regulations, policy direction, and new demand [21]. - The report identifies essential equipment for solid-state battery production, including steel powder electrode equipment and high-precision stacking machines [22][23]. - The market for equipment related to solid-state batteries is projected to exceed **6 billion RMB** by **2030**, with a rapid growth rate [23]. Additional Insights - The discussion on **space solar power** highlights the potential for deploying **100 GW** of solar energy in space, which could significantly impact the energy landscape [14][15]. - The feasibility of space-based power generation is supported by the advantages of continuous sunlight and lower operational costs compared to terrestrial systems [15][16]. - The need for advanced equipment and thinner silicon wafers for solar power generation in space is emphasized, with several companies identified as key players in this emerging market [16][17][19]. Conclusion - The conference call provided a comprehensive overview of the commercial aerospace and engineering machinery sectors, emphasizing growth opportunities driven by technological advancements and market dynamics. The solid-state battery industry is also highlighted as a key area for future investment, with significant potential for growth and innovation.

2025年12月份，新能源重卡市场同比暴涨198%，整体销量再创新高，其中充电重卡销量接近3万辆，同步刷新史上最高销量纪录。 此前表现一直不如充电重卡，并连续多月跑输市场"大盘"的换电重卡表现如何？2025年走完，换电重卡行业格局有何新变化？ 请看第一商用车网的分析报道。 根据第一商用车网掌握的最新数据，2025年12月份，国内新能源重卡市场共计销售4.53万辆（注：本文数据来源为交强险实销口径， 不含出口和军车，下同），环比2025年11月份增长62%，同比增长198%。12月份，纯电动重卡（包括换电和充电）销售4.08万辆， 占比高达90.09%，虽较上月（97.46%）有所下滑，但仍是新能源重卡最重要的组成部分。这其中，换电重卡（本文所述的"换电重 卡"，包括租赁电池并在日常运营中在换电站更换电池的纯电动重卡，以及租赁电池但在实际运营中并不换电、而是充电补能的纯电动 重卡）销售1.15万辆，环比增长56%，同比也继续实现增长，增幅达到106%，同比增幅较上月（+147%）有所缩窄。12月份，换电 重卡106%的同比增速继续跑输新能源重卡市场"大盘"。 12月份，换电重卡在纯电动重卡销量中的占比为28.1 ...

Summary of Key Points from Conference Call Records Industry Overview - **Macro Dialogue Industry**: The acceleration of Chinese enterprises going abroad is expected to continue until mid-2027, initially focusing on infrastructure sectors such as construction machinery, logistics equipment, and power equipment, transitioning to manufacturing equipment in the second half of 2026, followed by local production and operational phases [1][3] Core Insights and Arguments - **Currency and Debt Risk Mitigation**: Chinese enterprises can reduce exchange rate and debt risks through the internationalization of the RMB and the establishment of international financial infrastructure, such as the Hong Kong Gold Exchange. For instance, investments in Egypt can now be made directly in RMB [1][4][5] - **Innovative Drug Export Stages**: The export of innovative drugs is categorized into three stages: licensing out (collaborating with top global pharmaceutical companies), independent development (self-research and international clinical trials), and global sales. Significant increases in licensing transactions are expected by 2025, with investment opportunities in bispecific antibodies, ADC drugs, and weight-loss medications anticipated for 2026 [1][8][9][10] - **Basic Chemical Industry Advantages**: The basic chemical industry ranks fourth in direct exports, leveraging its industrial chain and scale advantages to gain market share and price advantages in overseas markets, benefiting from the "East rises, West declines" trend [1][11][12] Emerging Opportunities - **Automotive Industry Export Growth**: The export of passenger vehicles is projected to reach 6.5 million units in 2026, with over 50% being new energy vehicles. Companies like BYD are expected to perform well, with a target of 1.5 million units for 2026 [2][22][23] - **Household Appliance Industry Strategies**: The household appliance sector employs strategies such as OEM, acquisitions of local brands, and independent brand expansion. Companies like Midea and Haier have established a global presence, with significant contributions from vacuum cleaner and small appliance sectors [1][17][20] Systemic Risks and Financial Innovations - **Systemic Risks in Going Abroad**: Geopolitical risks, emerging market debt risks, and exchange rate inflation have historically suppressed overseas revenue valuations. However, these risks are expected to ease starting in 2026, allowing for more stable international operations [4][6][7] - **Debt Risk Reduction for Emerging Markets**: High interest rates in emerging markets limit their ability to mitigate debt risks. China can help by issuing sovereign debt backed by commodities like gold, thereby lowering financing costs and default risks for these countries [6] Future Role of Chinese Enterprises - **Global Economic Order Evolution**: As the old order disintegrates, China's strategic push for international financial infrastructure and RMB internationalization is expected to significantly reduce systemic risks for outbound enterprises, enhancing their role in the global economy, particularly in Asia, Africa, and Latin America [7] Investment Focus Areas - **Key Investment Areas**: Attention should be directed towards the tire industry, pesticide formulations, fertilizers, and products benefiting from downstream exports, such as long filaments and spandex, which show strong growth potential [16] Conclusion - The conference call highlighted the ongoing transformation and international expansion of Chinese enterprises across various sectors, emphasizing the importance of strategic adaptation to global market dynamics and the potential for significant investment opportunities in the coming years.

沪指1月23日上涨0.33%，申万所属行业中，今日上涨的有23个，涨幅居前的行业为电力设备、有色金 属，涨幅分别为3.50%、2.73%。机械设备行业今日上涨1.31%。跌幅居前的行业为通信、银行，跌幅分 别为1.52%、0.90%。 资金面上看，两市主力资金全天净流出85.76亿元，今日有12个行业主力资金净流入，电力设备行业主 力资金净流入规模居首，该行业今日上涨3.50%，全天净流入资金123.23亿元，其次是有色金属行业， 日涨幅为2.73%，净流入资金为54.32亿元。 主力资金净流出的行业有19个，电子行业主力资金净流出规模居首，全天净流出资金130.25亿元，其次 是通信行业，净流出资金为69.11亿元，净流出资金较多的还有机械设备、公用事业、建筑装饰等行 业。 机械设备行业今日上涨1.31%，全天主力资金净流出41.54亿元，该行业所属的个股共531只，今日上涨 的有384只，涨停的有12只；下跌的有130只。以资金流向数据进行统计，该行业资金净流入的个股有 222只，其中，净流入资金超亿元的有11只，净流入资金居首的是中控技术，今日净流入资金3.48亿 元，紧随其后的是航天工程、三一重工，净 ...

证券之星消息，1月23日工程机械板块较上一交易日上涨0.9%，邵阳液压领涨。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。工程机械板块个股涨跌见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600031 | =一重工 | 2.84亿 | 12.41% | 131.09万 | 0.06% | -2.85 Z | -12.46% | | 601100 | 恒立液压 | 1.79亿 | 7.68% | 2524.20万 | 1.09% | -2.04亿 | -8.77% | | 301079 | 邵阳液压 | 1.29亿 | 10.35% | -7752.55万 | -6.24% | -5102.03万 | -4.11% | | 600815 | 厦工股份 | 1498.14万 | 12.29% | -653.08万 | -5.36% | -845.06万 ...