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天玛智控、天地科技等成立智能成套装备科技公司,注册资本20亿
Qi Cha Cha· 2025-12-29 06:42
(原标题:天玛智控、天地科技等成立智能成套装备科技公司,注册资本20亿) 企查查APP显示,近日,中煤科工(西安)智能成套装备科技有限公司成立,注册资本20亿元,经营范 围包含:人工智能行业应用系统集成服务;人工智能理论与算法软件开发;数字视频监控系统制造等。 企查查股权穿透显示,该公司由天地科技(600582)、天玛智控(688570)等共同持股。 ...
【干货】2025年煤矿机械产业链全景梳理及区域热力地图
Qian Zhan Wang· 2025-12-29 06:09
转自:前瞻产业研究院 以下数据及分析来自于前瞻产业研究院煤矿机械研究小组发布的《中国煤矿机械行业市场前瞻与投资战 略规划分析报告》。 行业主要上市公司:天地科技(600582);中创智领(601717);三一国际(00631.HK);林州重机(002535)等 本文核心内容:煤矿机械行业产业链;煤矿机械行业全景图谱 煤矿机械行业产业链全景梳理 从煤矿机械行业产业链上下游来看,煤矿机械行业上游主要包括原材料及零部件,其中金属材料包括钢 材、板材、管材、棒材等,零部件主要包括液压部件、轴承部件、电子元件以及其他部件等;煤矿机械 的中游主要是煤炭综合采掘设备制造,包括掘进机、采煤机、刮板输送机、液压支架制造等;下游应用 领域主要为煤炭行业,进一步用于火电、钢铁、化工、建材等领域。 在上游领域,我国煤矿机械原材料供应商包括本钢板材、新钢股份、五矿发展等,液压部件供应商包括 恒立液压、长岭液压等;在中游领域,我国煤矿机械生产商包括郑煤机、中煤装备公司、天地科技、三 一重工等;下游主要为煤炭企业,包括中煤能源、大唐发电、靖远煤电、山西焦煤等。 从产业链区域分布来看,目前辽宁省、山西省、北京市的煤矿机械产业链布局较全,涉及 ...
天地科技、天玛智控等在西安成立装备公司
Mei Ri Jing Ji Xin Wen· 2025-12-29 03:58
每经AI快讯,天眼查App显示,近日,中煤科工(西安)智能成套装备科技有限公司成立,法定代表人为杜耀波,注册资本20亿元人民币,经营范围包括矿山 机械制造、矿山机械销售、机械设备研发、通用设备制造等。股东信息显示,该公司由天地科技(600582)、中煤科工集团上海有限公司、天玛智控 (688570)等共同持股。 | | 查公司 查表板 查关系 查风险 都在用的商业查询丁具 | | | --- | --- | --- | | | 中煤科工(西安)智能成套装备科技有限公司 × 天殿一下 品应用 ▼ 家中小企业发展子基金旗下机构 | 商务合作 企业级产 | | 基本信息 18 | 法律诉讼 经营风险 经营信息 1 公司发展 | 太 12 元 | | 工商信息 历史工商信息0 | | | | 企业名称 | 中煤科工(西安)智能成套装备科技有限公司 | | | 法定代表人 | 登记状态 ⑦ 开业 枯 杜耀波 猛 关联企业 6 | 天眼评分 2 | | | 成立日期 2025-12-26 | | | 统一社会信用代码 7 | 91610132MAK38BYD2C 注册资本 2 200000万人民币 | 实缴资本 | | ...
天地科技、天玛智控等在西安成立装备公司,注册资本20亿
Xin Lang Cai Jing· 2025-12-29 03:10
天眼查App显示,12月26日,中煤科工(西安)智能成套装备科技有限公司成立,法定代表人为杜耀 波,注册资本20亿人民币,经营范围包括矿山机械制造、矿山机械销售、机械设备研发、通用设备制造 等。股东信息显示,该公司由天地科技(600582)、中煤科工集团上海有限公司、天玛智控(688570) 等共同持股。 ...
煤炭长协与市场价倒挂,底部区间或再确认
Xinda Securities· 2025-12-28 11:03
1. Report Industry Investment Rating - The investment rating for the coal mining industry is "Bullish" [2] 2. Core Viewpoints of the Report - Currently at the beginning of a new upward cycle in the coal economy, with fundamental and policy factors in resonance, it is advisable to allocate the coal sector at low levels [2][3][11] - The underlying logic of coal supply constraints since July still exists, and there's no need to overly worry about a significant decline in coal prices. The stabilization point of coal prices is approaching [2][3][11] - The underlying investment logic of coal production capacity shortage remains unchanged. Coal prices have established a bottom and are on a new platform, high - quality coal enterprises maintain core asset attributes, and coal assets are relatively undervalued with potential for overall valuation improvement [3][11] - The coal supply bottleneck is expected to last until the "15th Five - Year Plan". The coal sector is a high - performance, high - cash, and high - dividend asset, with high certainty in the profitability and growth of high - quality coal companies [3][12] - The coal sector has a high - dividend safety margin when it adjusts downward and upward elasticity catalyzed by the expected increase in coal prices. It is recommended to focus on the current allocation opportunities in the coal sector [3][12] 3. Summary by Relevant Catalogs 3.1 This Week's Core Viewpoints and Key Concerns - **Core Viewpoints**: The coal economy is in the early stage of a new upward cycle. This week, the utilization rate of sample thermal coal and coking coal mine production capacity decreased. The daily coal consumption in inland 17 provinces and coastal 8 provinces increased, while non - power coal demand decreased. Coal prices showed a mixed trend. Although the current market is weak, after New Year's Day, the coal consumption support is expected to strengthen. The coal allocation logic remains unchanged, and it is recommended to allocate at low levels [11] - **Key Investment Recommendations**: Focus on three types of companies: those with stable operations and performance, those that have fallen sharply previously with high elasticity, and those with special and scarce global metallurgical coal resources. Also, pay attention to other related companies [12] - **Recent Key Concerns**: In November 2025, the total social electricity consumption increased by 6.2% year - on - year. From January to November 2025, US coal production increased by 4.1% year - on - year, and Russian coal production increased by 0.1% year - on - year [13] 3.2 This Week's Performance of the Coal Sector and Individual Stocks - The coal sector fell 0.89% this week, underperforming the broader market. The CSI 300 rose 1.95% to 4657.24 [14] - The thermal coal, coking coal, and coke sectors fell 1.24%, 0.81%, and 0.49% respectively [16] - The top three gainers in the coal mining and washing sector were Anyuan Coal Industry (6.42%), Huayang Co., Ltd. (5.01%), and Inner Mongolia Electric Power Investment Energy Co., Ltd. (2.75%) [19] 3.3 Coal Price Tracking - **Coal Price Index**: As of December 26, the comprehensive transaction price of CCTD Qinhuangdao thermal coal (Q5500) was 695.0 yuan/ton, down 7.0 yuan/ton week - on - week. The comprehensive average price index of Bohai Rim thermal coal (Q5500) was 695.0 yuan/ton, down 4.0 yuan/ton week - on - week. The annual long - term agreement price of CCTD Qinhuangdao thermal coal (Q5500) was 694.0 yuan/ton, up 10.0 yuan/ton month - on - month [23] - **Thermal Coal Price**: As of December 27, the market price of Qinhuangdao Port's Shanxi - produced thermal coal (Q5500) was 677 yuan/ton, down 34 yuan/ton week - on - week. At the production sites, prices in some areas rose or remained flat. International thermal coal FOB prices and some arrival prices fell [27] - **Coking Coal Price**: As of December 26, port and some production - site coking coal prices remained flat, while the arrival price of Australian Peak Downs hard coking coal in China rose 0.3 US dollars/ton week - on - week [29] - **Anthracite and Pulverized Coal Injection Price**: As of December 26, the vehicle - board price of Jiaozuo anthracite remained flat, while the vehicle - board prices of some pulverized coal injection decreased [38] 3.4 Coal Supply and Demand Tracking - **Coal Mine Capacity Utilization**: As of December 26, the capacity utilization rate of sample thermal coal mines was 86.4%, down 4.0 percentage points week - on - week, and that of sample coking coal mines was 84.21%, down 2.4 percentage points week - on - week [45] - **Import Coal Price Difference**: As of December 26, the price difference between domestic and foreign 5000 - kcal and 4000 - kcal thermal coal increased week - on - week [41] - **Coal - fired Power Daily Consumption and Inventory**: In both inland 17 provinces and coastal 8 provinces, coal inventory increased, daily consumption increased, and the number of available days decreased [46] - **Downstream Metallurgical Demand**: As of December 26, the Myspic composite steel price index fell, the price of Tangshan - produced primary metallurgical coke fell, the blast furnace operating rate decreased, the average profit per ton of coke for independent coking enterprises decreased, the profit per ton of steel for blast furnaces increased, the iron - scrap price difference decreased, and the scrap consumption ratio of pure blast furnace enterprises decreased [64][65] - **Downstream Chemical and Building Materials Demand**: As of December 26, the prices of some chemical products showed different trends, the national cement price index fell, the cement clinker capacity utilization rate decreased, the float glass operating rate decreased, and the weekly coal consumption in the chemical industry decreased [68][70] 3.5 Coal Inventory Status - **Thermal Coal Inventory**: As of December 26, the coal inventory at Qinhuangdao Port decreased, the 55 - port thermal coal inventory increased, and the production - site inventory increased [82] - **Coking Coal Inventory**: As of December 26, the production - site, port, coking enterprise, and steel mill coking coal inventories all increased [83] - **Coke Inventory**: As of December 26, the total coke inventory of coking plants decreased, the four - port total coke inventory increased, and the total coke inventory of domestic sample steel mills increased [85] 3.6 Coal Transportation Status - **International and Domestic Coal Transportation**: As of December 24, the Baltic Dry Index (BDI) fell. As of December 25, the average daily coal shipment volume on the Datong - Qinhuangdao Railway decreased week - on - week [98] - **Cargo - to - Ship Ratio at Four Major Ports in the Bohai Rim**: As of December 26, the inventory at the four major ports in the Bohai Rim decreased, the number of anchored ships remained unchanged, and the cargo - to - ship ratio decreased [96] 3.7 Weather Conditions - As of December 26, the Three Gorges outbound flow increased by 0.31% week - on - week [103] - In the next 10 days (December 28, 2025 - January 6, 2026), precipitation in some areas will be higher than normal, and after January 1, the average temperature in most parts of central and eastern China will turn 1 - 2°C lower than normal [103] - In the next 11 - 14 days (January 7 - 10, 2026), precipitation and temperature in different regions will show different trends [103] 3.8 Valuation Table and Key Announcements of Listed Companies - **Valuation Table**: The report provides the valuation data of key listed companies, including net profit attributable to the parent company, EPS, and PE from 2024A to 2027E [104] - **Key Announcements**: There are announcements from multiple companies, such as the share transfer of Jizhong Energy, the completion of the shareholding increase plan of Panjiang Co., Ltd., the acceptance of the application for asset acquisition by Inner Mongolia Electric Power Investment Energy Co., Ltd., the guarantee provided by Kailuan Co., Ltd., and the maintenance of the credit rating of Meijin Energy [105][106][107] 3.9 This Week's Key Industry News - Indonesia plans to impose a 1% - 5% export tax on coal from 2026 [109] - In November 2025, China's coal imports decreased by 19.9% year - on - year, with thermal coal imports increasing by 7.0% month - on - month and coking coal imports increasing by 1.3% month - on - month [109] - 8000 tons of high - quality Mongolian coal arrived in Gannan [109] - As of the end of November 2025, the national cumulative power generation installed capacity increased by 17.1% year - on - year [109]
【前瞻分析】2025年中国煤矿机械行业融资整体及兼并重组情况分析
Sou Hu Cai Jing· 2025-12-26 11:44
煤矿机械企业兼并重组情况 行业主要上市公司:天地科技(600582);中创智领(601717);三一国际(00631.HK);林州重机(002535)等 上市企业融资主要用于收购企业股权和补充流动资金等 根据代表性上市企业公告的梳理,煤矿机械行业的上市公司融资手段主要通过定向增发方式进行。从整 体来看,我国煤矿机械上市企业融资目的主要是用于收购企业股权和补充流动资金等。截至2025年中国 煤矿机械行业代表性上市企业主要的融资事件如下: 从中国煤矿机械企业兼并重组事件情况来看,头部企业通过并购实现技术协同与产业链延伸,地方国企 通过资产整合优化区域布局,上市公司通过资本运作拓展细分市场。这些动作不仅提升了企业竞争力, 也推动了行业向智能化、高端化转型。 图表 10: 截至2025年中国煤矿机械企业主要兼并与重组事件汇总(一) | 时间 | 收购方 | 被收购方 | 具体内容 | | --- | --- | --- | --- | | 2025年6月 | | | 太原重工以 3 亿元现金收购太重向明 67%股权,交易涉及散状物 | | | | | 料长距离连续输送装备领域。太重向明拥有 137 项专利,其带式 | ...
《幻幻灵之战》获得游戏版号,游戏运营方为深圳市创梦天地科技有限公司
Sou Hu Cai Jing· 2025-12-26 07:05
通过天眼查大数据分析,深圳市创梦天地科技有限公司共对外投资了44家企业,参与招投标项目5次; 知识产权方面有商标信息878条,专利信息107条;此外企业还拥有行政许可20个。 来源:市场资讯 近日,国家新闻出版署披露2025年进口网络游戏审批信息,游戏《幻幻灵之战》获批复,编号:国新出 审〔2025〕2632号,批准时间2025年12月24日。该游戏出版单位深圳市创梦天地科技有限公司,运营单 位深圳市创梦天地科技有限公司。 天眼查商业履历显示,深圳市创梦天地科技有限公司,成立于2011年,位于深圳市南山区粤海街道科技 园社区科苑路15号科兴科学园A栋A2-1601,是一家以从事软件和信息技术服务业为主的企业,企业注 册资本21500.1755万人民币,实缴资本21500.1755万人民币。法定代表人陈湘宇。 ...
中煤科工开采研究院取得基于微震监测确定隐伏断层破裂主方向专利
Sou Hu Cai Jing· 2025-12-26 04:32
声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 来源:市场资讯 国家知识产权局信息显示,中煤科工开采研究院有限公司取得一项名为"基于微震监测的隐伏断层破裂 主方向确定方法及系统"的专利,授权公告号CN116500675B,申请日期为2023年3月。 天眼查资料显示,中煤科工开采研究院有限公司,成立于2020年,位于北京市,是一家以从事研究和试 验发展为主的企业。企业注册资本20000万人民币。通过天眼查大数据分析,中煤科工开采研究院有限 公司共对外投资了3家企业,参与招投标项目986次,专利信息1813条,此外企业还拥有行政许可10个。 天地科技股份有限公司,成立于2000年,位于北京市,是一家以从事科技推广和应用服务业为主的企 业。企业注册资本413858.8892万人民币。通过天眼查大数据分析,天地科技股份有限公司共对外投资 了29家企业,参与招投标项目1997次,财产线索方面有商标信息33条,专利信息1909条,此外企业还拥 有行政许可19个。 ...
2025年中国煤矿机械行业细分市场分析——掘进机市场呈现稳健发展态势【组图】
Qian Zhan Wang· 2025-12-24 06:11
转自:前瞻产业研究院 以下数据及分析来自于前瞻产业研究院煤矿机械研究小组发布的《中国煤矿机械行业市场前瞻与投资战 略规划分析报告》。 行业主要上市公司:天地科技(600582);中创智领(601717);三一国际(00631.HK);林州重机(002535)等 本文核心数据:中国煤矿机械行业掘进机产量;中国掘进机市场前景预测 我国主流掘进机为悬臂式掘进机 掘进是煤矿生产的重要生产环节,是保证矿井高产稳产的关键技术措施。掘进机直接关系到煤矿生产的 能力和安全。目前我国主流掘进机为悬臂式掘进机,最主要的掘进方式是悬臂式掘进机与单休锚杆钻机 配套作业线,也称为煤巷综合机械化掘进。 悬臂式掘进机是截割头装在悬臂上的部分断面掘进机,可以同时实现剥离煤岩、装载运出、机器本身的 行走调动以及喷雾除尘等功能。按重量级分,悬臂式掘进机可以分为重型掘进机、中型掘进机和轻型掘 进机。按切割煤岩的方式不同,可以分为纵轴式掘进机和横轴式掘进机。 | 类别~ | 简介 | 适用煤岩经济制度硬度 | 代表机型 | | --- | --- | --- | --- | | 重型掘进机(2 | 主要针对大型标准化矿井半煤岩、全岩或硬岩巷道 | ...
小金属板块短线拉升,天工股份涨超10%
Mei Ri Jing Ji Xin Wen· 2025-12-24 03:05
每经AI快讯,12月24日,小金属板块短线拉升,天工股份涨超10%,贵研铂业、宝钛股份、浩通科技、 兴业银锡、西部材料等跟涨。 (文章来源:每日经济新闻) ...