证券代码：600984 证券简称：建设机械 公告编号：2026-006 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法律责任。 重要内容提示： ● 陕西建设机械股份有限公司（以下简称"公司"或"建设机械"）股票于 2026 年 2 月 13 日、24 日、25 日连续三个交易日内收盘价格涨幅偏离值累计超过 20%，短期 涨幅波动较大，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动。 敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 ● 公司 2022 年度归属于上市公司股东的净利润为-44,575,498.41 元，2023 年度 归属于上市公司股东的净利润为-744,790,029.63 元，2024 年度归属于上市公司股东的 净利润为-988,440,198.32 元。2026 年 1 月 24 日，公司披露了《陕西建设机械股份有 限公司 2025 年年度业绩预亏公告》（公告编号 2026-004），预计 2025 年度归属于上市 公司的净利润将出现亏损，实现归属于上市公司股东净利润为-20.72 亿元左右 ...

南财智讯2月25日电，建设机械公告，公司股票于2026年2月13日、24日、25日连续三个交易日内收盘价 格涨幅偏离值累计超过20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动。 经公司自查，并向控股股东及实际控制人陕西煤业化工集团有限责任公司书面征询核实，截至本公告披 露日，公司、公司控股股东及实际控制人不存在应披露而未披露的重大事项或重要信息；公司生产经营 活动正常，市场环境及行业政策未发生重大调整；公司未发现对公司股票交易价格可能产生重大影响的 媒体报道、市场传闻或热点概念；公司控股股东、实际控制人及公司董事、高级管理人员在本次异常波 动期间不存在买卖公司股票的情形。公司2022年至2024年连续三年亏损，2025年度业绩预亏公告预计净 利润为-20.72亿元左右，公司预计连续四年亏损。 ...

证券之星消息，2月25日陕西国企改革板块较上一交易日上涨1.31%，建设机械领涨。当日上证指数报 收于4147.23，上涨0.72%。深证成指报收于14475.86，上涨1.29%。陕西国企改革板块个股涨跌见下 表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 从资金流向上来看，当日陕西国企改革板块主力资金净流入3.18亿元，游资资金净流出2.56亿元，散户 资金净流出6268.66万元。陕西国企改革板块个股资金流向见下表： ...

Core Insights - The tower crane rental industry in China has experienced a fluctuating market size, growing from 52.84 billion yuan in 2016 to 110.23 billion yuan in 2021, followed by a decline due to a downturn in the real estate sector, with projections indicating a market size of 98.67 billion yuan by 2025, a year-on-year decrease of 3.5% [1][3][10] Industry Overview - Tower crane rental, a significant branch of construction equipment leasing, provides short-term usage services for tower cranes, reducing the purchase and maintenance costs for construction contractors [3][9] - The rental business model includes operating leases, where the rental company provides equipment only, and integrated leasing, which offers a comprehensive service package [3] Market Trends - The market saw rapid growth from 2016 to 2020 due to urbanization and infrastructure development, but has faced challenges since 2021 due to a deep adjustment in the real estate sector and increased market competition [7][9] - The demand for tower cranes is closely linked to real estate and infrastructure activities, with a projected decline in fixed asset investment and real estate development investments impacting the rental market [7][9] Industry Chain - The tower crane rental industry consists of upstream manufacturing, midstream rental services, and downstream construction sectors, heavily reliant on national economic conditions and fixed asset investment [8][9] - The production of tower cranes peaked at 57,392 units in 2020 but has since declined, with a forecasted production of 10,775 units in 2024, reflecting insufficient downstream demand [8][9] Competitive Landscape - The industry is characterized by a large number of small to medium-sized enterprises, with leading companies like Pangyuan Rental, Dafeng Equipment, and Zizhu Hui emerging as key players [10][11] - The market concentration is expected to increase as larger companies leverage their advantages in technology and service quality to consolidate their positions [10] Future Development Trends - The industry is anticipated to move towards greater automation and intelligence, incorporating advanced control systems and sensors for improved efficiency and safety [13] - Environmental sustainability will become a focal point, with a shift towards electric and hybrid cranes to reduce energy consumption and emissions [14] - International expansion is expected to accelerate as companies seek new markets and enhance their global presence [15]

2025年，我国新能源重卡市场累计销量高达23.11万辆，同比大增182%。根据第一商用车网的观察，2025年新能源重卡市场有11个 月实现翻倍增长，平均月销量超过1.9万辆。 在2025年从头火到尾的新能源重卡市场，2026年会以怎样的表现开局？ 请看第一商用车网的分析报道。 第一商用车网分析认为，1月份新能源重卡终端销量能实现同比翻倍，有两方面原因。 一方面，国内重卡的电动化已是大势所趋；另一 方面，有部分新车在去年年底完税（2026年1月1日起新能源汽车购置税从减免变减半），1月份再上保险和上牌 ，因此在很大程度上 推高了1月份整体销量。 上图可见，代表2026年1月份的红色柱体比之前任何一年的1月份"高"出一大截，但低于2025年平均水准（1.93万辆），较2025年最 后几个月的火爆局面"降温"还是比较明显的。2021年以来，新能源重卡市场始终呈现出不断向好的发展趋势，尤其是最近的2024年和 2025年，全年12个月均实现增长，截止到2026年1月份，新能源重卡这一轮的连增势头已达到令人惊叹的"36连增"。 受2025年底政策"冲量"影响，2026年1月，国内重卡市场终端需求出现了意料之中的环比下 ...

Group 1: Stock Market Activity - On the institutional trading leaderboard, 41 stocks were listed, with 25 experiencing net buying and 16 net selling [1] - The top three stocks with the highest net buying by institutions were: TeFa Information (¥193 million), Construction Machinery (¥166 million), and YueGui Co. (¥116 million) [1] Group 2: Semiconductor Industry - GuoFeng New Materials has achieved progress in the R&D of photo-sensitive polyimide (PSPI) photoresist for semiconductor packaging, currently in the laboratory sample testing phase [2] - Deep Technology is a leading company in the packaging and testing of high-end storage chips (DRAM, NAND Flash), with ChangXin as a major client [2] - The average selling price of ASIC chips from leading design manufacturers (Broadcom, Marvell) is approximately $5,000 to $6,500, which is 50%-60% lower than GPU chips [3] - The AI chip market in China is projected to reach ¥144.7 billion in 2024, with GPU chips accounting for approximately ¥128.8 billion (89%) and ASIC chips about ¥15.3 billion (10.6%) [4] Group 3: Autonomous Driving Industry - QianLi Technology is developing autonomous driving technology and plans to collaborate with Baidu to build a commercial ecosystem for autonomous driving [5] - Zhejiang Shibao has strong technical reserves in steer-by-wire and rear-wheel steering, with mass production projects expected to start in late 2026 and Q4 of this year, respectively [5] - The Ministry of Industry and Information Technology is revising mandatory national standards for intelligent connected vehicles, including safety requirements for autonomous driving systems [5] - By the end of 2025, the first batch of L3 conditional autonomous driving vehicle licenses is expected to be issued, with pilot projects already underway in designated areas [6] - The rollout of L3/L4 vehicles is anticipated to drive demand for high-performance chips, domain controllers, and lidar, with the value of decision-making layers (chips + domain control) expected to account for 25%-30% of the industry chain's profits [6]

Group 1 - The top three stocks with net institutional purchases are Tefa Information, Construction Machinery, and Yuegui Co., with net purchase amounts of 193 million, 166 million, and 116 million respectively [1][2] - On February 13, a total of 30 stocks appeared on the Dragon and Tiger list, with 19 stocks showing net institutional purchases and 11 stocks showing net institutional sales [1][2] - The top three stocks with net institutional sales are Baichuan Co., Juliy Suoj, and Keri Technology, with net outflow amounts of 140 million, 137 million, and 120 million respectively [1][2] Group 2 - Tefa Information experienced a price drop of 10.00% with a net institutional purchase of 192.71 million [2] - Construction Machinery saw an increase of 10.07% with a net institutional purchase of 166.37 million [2] - Yuegao Co. had a price increase of 6.86% with a net institutional purchase of 116.16 million [2]

（记者 胡玲） 每经头条（nbdtoutiao）——目标是囤700吨黄金！连续两年增持黄金最多的央行宣布：再买150吨 每经AI快讯，建设机械2月6日晚间发布关于公司股东部分股票质押及解除质押的公告。公告称，截至 本公告披露日，公司股东柴昭一先生累计质押公司股份数量为4997万股，占其持有公司股份数量的 71.83%，占公司总股本数量的3.98%。 ...

公司股东柴昭一先生于 2026 年 2 月 3 日向上海徐汇大众小额贷款股份有限公司质 押股份 21,430,000 股用于办理融资业务，质押期限为 2026 年 2 月 3 日至 2026 年 8 月 3 日。具体情况如下： 证券代码：600984 证券简称：建设机械 公告编号：2026-005 陕西建设机械股份有限公司 关于公司股东部分股票质押及解除质押的公告 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法律责任。 重要内容提示： 截止本公告日，公司股东柴昭一先生持有公司股份 69,565,920 股，占公司股份 总数 1,257,043,925 股的 5.53%；本次办理股票质押的股份共计 21,430,000 股，占其持 有公司股份总数的 30.81%，占公司股份总数约 1.70%；本次办理解除质押的股份为 19,154,000 股，占其持有公司股份总数的 27.53%，占公司股份总数约 1.52%；本次质押 和解除质押办理完成后，柴昭一先生累计质押股份数量为 49,970,000 股，占其持有公 司股份总数的 71.83%， ...

从资金流向上来看，当日陕西国企改革板块主力资金净流出6.72亿元，游资资金净流入1.28亿元，散户 资金净流入5.44亿元。陕西国企改革板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，2月3日陕西国企改革板块较上一交易日上涨1.55%，建设机械领涨。当日上证指数报收 于4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。陕西国企改革板块个股涨跌见下表： ...