环形炉加热是车轮生产线锯切下料后的关键工序，也是太重轨道公司智能化升级的标志性环节。太重轨 道公司副总经理金显贺介绍，以前环形炉加热主要靠人工设定、手动调整炉温，不仅费时费力，还很难 保证每块钢坯加热的精准性和均匀性。如今，环形炉智能燃烧系统嵌入了先进的数据模型，能实时感知 生产工况变化，自动精准控制每一块钢坯的加热温度，极大提高了产品生产效率和质量。 说话间，金显贺拖动鼠标轻点智能燃烧控制系统主跟踪界面上的小圆点，屏幕随即直观显示出对应钢坯 温度及加热过程变化曲线。 2月13日，太原重工轨道交通设备有限公司（以下简称"太重轨道公司"）的生产车间内，一块块钢坯宛 如柔韧的"面团"，在智能化生产线上流转塑形、千锤百炼，不到一分钟，一片重达500多公斤的火车车 轮便新鲜出炉。 作为全球轨道交通行业的首座"灯塔工厂"，太重轨道公司正以火力全开的满负荷生产状态，迎接新春的 到来。近日，科技日报记者实地探访这里，揭秘火车车轮是如何硬核出圈的。 智能车间里的"硬核年味" 走进太重轨道公司车轮厂二线车间，阵阵热浪扑面而来。记者快步进入环形炉控制室，只见一名工人坐 在数控台前紧盯着实时生产数据，以确保生产线高效运行。 在太重 ...

Recent Events - The company completed the acquisition of 67% equity in Xiangming Intelligent Equipment Co., Ltd. on January 30, 2026, with a total transaction amount of approximately 300 million yuan, and the shares have been transferred [1] Disclosure Violations - The company faces risks of investor claims due to alleged violations of information disclosure. Jiangsu Shengheng Law Firm indicated that investors who purchased and held shares between April 11, 2015, and July 25, 2025, may claim compensation [2] Company Status - The company announced during the 2025 performance briefing that it plans to apply for the cancellation of other risk warnings 12 months after the issuance of the administrative penalty decision, which is expected to be around December 2026 [3]

Market Performance - The A-share market saw a collective increase in the three major indices, with the Shanghai Composite Index rising by 1.41%, the Shenzhen Component Index by 2.17%, and the ChiNext Index by 2.98% [1] - The North China 50 Index increased by 1.36% [1] - The total trading volume in the Shanghai and Shenzhen markets was approximately 22,494.73 billion yuan, an increase of about 1,037.54 billion yuan compared to the previous trading day [1] Shanxi Sector Analysis - The Shanxi sector performed steadily, with an overall increase of 0.61% and a trading volume of 120.25 billion yuan, indicating a positive market sentiment [1] - Among the 41 stocks in the Shanxi sector, 28 stocks rose, 12 fell, and 1 remained flat [1] Individual Stock Performance - Notable gainers included Jinlihua Electric and Huaxiang Co., both rising over 3%, while Dongjie Intelligent, Luhua Technology, and Huayang New Materials increased by over 2% [1] - Other stocks such as Beifang Copper Industry, Kexin Development, and Shitou Co. saw increases of over 1% [1] - Decliners included Jinkong Power and Lanyan Holdings, both dropping over 2%, while Shanxi Coking Coal and Qianyuan Pharmaceutical fell by more than 1% [1] - Several stocks, including Jinkong Coal Industry, Lu'an Environmental Energy, and Jinbo Biological, experienced milder declines, with losses contained within 1% [1]

Core Viewpoint - The report highlights a significant decline in the production of metal smelting equipment in China, indicating potential challenges for companies in the industry [1]. Industry Summary - According to data from the National Bureau of Statistics, the production of metal smelting equipment in China was 68,000 tons in December 2025, representing a year-on-year decrease of 18.6% [1]. - The cumulative production of metal smelting equipment from January to December 2025 reached 697,000 tons, showing a cumulative decline of 15.1% [1]. - The report from Zhiyan Consulting provides insights into the market development trends and investment opportunities in the metallurgical equipment manufacturing industry from 2026 to 2032 [1]. Company Summary - Listed companies in the sector include China Steel International (000928), CITIC Heavy Industries (601608), Dalian Heavy Industry (002204), Taiyuan Heavy Industry (600169), China First Heavy Industries (601106), Shanghai Electric (601727), and Dongfang Electric (600875) [1].

Core Viewpoint - The appointment of Wu Jianhua as Vice Chairman and proposed General Manager of Taiyuan Heavy Machinery Group marks a significant leadership transition aimed at driving innovation and transformation within the company, leveraging his technical expertise and management experience [1][3][4]. Group 1: Leadership Transition - Wu Jianhua has been appointed as Vice Chairman and nominated as General Manager, completing the leadership restructuring alongside Tao Jiajin, who serves as the Party Secretary and Chairman [1][3]. - This leadership team combines seasoned management with technical expertise, establishing a dual-core driving model for the company [1][4]. - Wu's rapid ascent from technical department head to core management in less than four years highlights his capabilities and the trust placed in him by the organization [3][4]. Group 2: Technical Innovation - Wu Jianhua has a strong background in technical innovation, having established a three-tier innovation system that includes strategic, research, and support layers, which provides a framework for technological breakthroughs [4][14]. - He has led the development of significant equipment such as the TZX1600 multi-axis truss arm crane and a 7.25-meter coking furnace, contributing to the company's product portfolio [4][14]. - His involvement in the renewable energy sector, particularly in wind power project development and intelligent manufacturing, positions the company favorably for future growth [4][14]. Group 3: Financial Overview and Strategic Challenges - As of September 2022, Taiyuan Heavy Machinery Group reported total assets of 88.35 billion yuan and total liabilities of 65.45 billion yuan, with revenues of 13.26 billion yuan and a profit of 193 million yuan, indicating a need for urgent transformation [4][16]. - The new leadership team is stepping in during a critical transition period for the company, where balancing short-term operational pressures with long-term technological investments will be essential [4][16]. - The company, founded in 1950, is now facing opportunities in smart manufacturing and green transformation, which are crucial for its future competitiveness in a challenging industry landscape [4][16].

Group 1 - The Shanxi Provincial Government appointed Tao Jiajin as the Chairman of Taiyuan Heavy Machinery Group Co., Ltd. [1] - The Shanxi Provincial Government decided to remove Han Zhentang from the positions of Chairman and Director of Taiyuan Heavy Machinery Group Co., Ltd. [2] - The Shanxi Provincial Government proposed to remove Tao Jiajin from the position of General Manager of Taiyuan Heavy Machinery Group Co., Ltd. [3] Group 2 - The Shanxi Provincial Government decided to remove Gao Jianjun from the position of Vice President of Shanxi Economic Management Cadre College. [4] - The Shanxi Provincial Government decided to remove Wang Suokui from the positions of External Director of Wanjiatai Water Holdings Group Co., Ltd. and External Director of Shanxi Xinghuacun Fenjiu Group Co., Ltd. [5]

Core Viewpoint - The report highlights the growth in China's railway locomotive production, indicating a positive trend in the industry with a projected increase in output and market potential from 2026 to 2032 [1] Group 1: Company Overview - Listed companies in the railway locomotive sector include China CNR Corporation (601766), China Railway Group (601390), China Railway Construction Corporation (601186), Jinxi Axle (600495), Taiyuan Heavy Industry (600169), Times New Material (600458), Shenzhou High-speed Railway (000008), Kanni Electromechanical (603111), Huizhong Technology (002296), and Jinyi Industrial (601002) [1] Group 2: Industry Statistics - According to the National Bureau of Statistics, the production of railway locomotives in China reached 193 units in December 2025, marking a year-on-year increase of 1.6% [1] - The cumulative production of railway locomotives from January to December 2025 was 1,105 units, reflecting a cumulative growth of 16.7% [1] Group 3: Market Research - The report titled "2026-2032 China Railway Locomotive Industry Market Status Analysis and Future Outlook" by Zhiyan Consulting provides insights into the current market conditions and future prospects for the railway locomotive industry in China [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [1]

Group 1 - The company, Taiyuan Heavy Industry Co., Ltd., has completed the acquisition of a 67% stake in Taiyuan Zhiwei Intelligent Equipment Co., Ltd. from its controlling shareholder, Taiyuan Heavy Machinery Group Co., Ltd., and other parties for a total price of 299,515,795 yuan [1] - The acquisition involved the transfer of 51% of the shares from Taiyuan Heavy Machinery Group and an additional 16% from Shanxi Aikexier Technology Co., Ltd. and individual shareholder Fan Xiangmin [1] - The payment for the share transfer was structured in two phases, with the first payment of 51% made within 10 working days of the agreement's effectiveness, totaling 116,274,714 yuan to Taiyuan Heavy Machinery Group, 29,638,653 yuan to Ningbo Aikexier, and 6,839,689 yuan to Fan Xiangmin [2] Group 2 - The company has recently made the second payment of 49% of the share transfer price, amounting to 111,714,921 yuan to Taiyuan Heavy Machinery Group, 28,476,352 yuan to Ningbo Aikexier, and 6,571,466 yuan to Fan Xiangmin, completing the share transfer process [3]

根据股份转让协议约定，协议生效后 10 个工作日内，公司支付股份转让价 款的 51%，即向太重集团支付人民币 116,274,714 元，向宁波艾克赛勒公司支付 人民币 29,638,653 元，向范巷民支付人民币 6,839,689 元；股份交割日后一个 月内，公司支付股份转让价款的 49%，即向太重集团支付人民币 111,714,921 元， 向宁波艾克赛勒公司支付人民币 28,476,352 元，向范巷民支付人民币 6,571,466 元。公司已按照股份转让协议约定向太重集团支付人民币 116,274,714 元，向宁 波艾克赛勒公司支付人民币 29,638,653 元，向范巷民支付人民币 6,839,689 元。 证券代码：600169 证券简称：ST 太重 公告编号：2026-003 太原重工股份有限公司 关于收购太重集团向明智能装备股份有限公司 67%股权 暨关联交易完成的公告 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。 一、关联交易概述 2025 年 6 月 12 日，太原重工股份有限公司（以下简称"太 ...

Core Insights - The report highlights a decline in electricity generation in Shanxi Province, with a total generation of 440.58 billion kWh in 2025, representing a year-on-year decrease of 0.8% [1] - The breakdown of electricity generation by type shows that thermal power accounts for 80.5% of the total, with a generation of 354.58 billion kWh, down 3.6% year-on-year [1] - Renewable energy sources are showing growth, with wind power generation increasing by 13.8% to 55.58 billion kWh and solar power generation rising by 13.2% to 25.875 billion kWh [1] Electricity Generation Overview - In December 2025, Shanxi Province's electricity generation was 42.26 billion kWh, reflecting a year-on-year decline of 3% [1] - The total electricity generation in Shanxi Province is primarily driven by thermal power, followed by wind and solar energy, indicating a shift towards renewable sources despite the overall decline [1] Industry Context - The report is part of a broader analysis by Zhiyan Consulting, which focuses on the energy sector in China from 2026 to 2032, assessing market trends and investment opportunities [1] - The data is sourced from the National Bureau of Statistics and is organized to ensure comparability with previous years, reflecting the evolving landscape of industrial enterprises in the region [2]