Group 1 - Construction Machinery has experienced a decline for five consecutive trading days, with a cumulative drop of -4.75% [1] - Shaanxi Construction Machinery Co., Ltd. was established in 1954 and is a state-controlled mixed-ownership enterprise under Shaanxi Coal and Chemical Industry Group [1] - The company was listed on the Shanghai Stock Exchange in 2004 with the stock code 600984 [1] Group 2 - Huisheng Fund's Huisheng Huize Mixed A has entered the top ten shareholders of Construction Machinery, marking a new entry in the first quarter of this year [1] - The fund has achieved a year-to-date return of 4.65%, ranking 1106 out of 2296 in its category [2] Group 3 - The fund managers of Huisheng Huize Mixed A include Sun Qing, Qian Ruinan, and Xu Yuliang, each with extensive experience in fund management [3][5][6] - Sun Qing has been a fund manager since October 2019 and has managed multiple funds, with a total fund size of 51.39 billion [4] - Qian Ruinan has over 15 years of experience in fund management and has held various positions in different financial institutions [5] - Xu Yuliang has a background in statistics and has worked in investment management since 2014 [6] Group 4 - Huisheng Fund Management Co., Ltd. was established in September 2018 and has a total of 10 shareholders, with the chairman holding 31.01% of the shares [6]

Core Viewpoint - The new energy heavy truck market experienced significant growth in June 2025, with a year-on-year increase of 158%, reaching a record sales volume of 18,000 units, including over 12,000 units of charging heavy trucks, setting a new monthly sales record [1][4]. Market Performance - In June 2025, the domestic new energy heavy truck market sold a total of 18,000 units, with a month-on-month increase of 19% and a year-on-year increase of 158% [4][5]. - Pure electric heavy trucks accounted for 97.87% of total sales, with charging and battery swap heavy trucks contributing significantly [5]. - Battery swap heavy trucks sold 5,573 units in June, marking a month-on-month increase of 16% and a year-on-year increase of 141%, although this growth rate was lower than the overall new energy heavy truck market [5][6]. Market Share and Competition - The market share of battery swap heavy trucks in pure electric heavy truck sales was 31.62% in June, showing a slight decline from the previous month and a decrease compared to the same period last year [7]. - From January to June 2025, the battery swap heavy truck market saw participation from 27 companies, with 24 active participants as of June [20]. - The top-selling companies in June included Foton, Xugong, and Jiefang, with Foton achieving a remarkable year-on-year growth of 825% [16][18]. Segment Analysis - The battery swap heavy truck segment is dominated by tractor and dump trucks, which accounted for 86.38% and 11.72% of sales, respectively [11][27]. - The competition in the battery swap tractor market is intense, with six companies selling over 2,000 units each, and Foton leading with 4,147 units sold [29]. - The battery swap dump truck segment did not keep pace with the overall growth, with a year-on-year increase of only 26% [31]. Conclusion - The battery swap heavy truck sector has shown impressive growth in the first half of 2025, with continuous month-on-month increases, but it still lags behind the overall new energy heavy truck growth rate [36].

Group 1 - The company's net profit is approximately -447 million yuan [1] - The performance forecast period is not specified, and the forecast has not been audited by a registered accountant [1] - The previous year's net profit attributable to shareholders was -421.12 million yuan, with a loss per share of -0.3350 yuan [1] Group 2 - The main reasons for the current performance loss include reduced project commencement rates and low equipment utilization and rental prices [1] - Non-operating income and expenses did not have a significant impact on the current performance [1] - Accounting treatment did not significantly affect the current performance [1]

重要内容提示： 1、陕西建设机械股份有限公司(以下简称"公司")预计 2025 年半年度归属于上市 公司的净利润为-44,700 万元左右。 2、归属于上市公司股东扣除非经常性损益后的净利润为-45,100 万元左右。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 6 月 30 日。 证券代码：600984 证券简称：建设机械 公告编号：2025-042 陕西建设机械股份有限公司 2025 年半年度业绩预亏公告 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。 （二）业绩预告情况 1、经财务部门初步测算，预计 2024 年半年度归属于上市公司的净利润为-44,700 万元左右。 2、归属于上市公司股东扣除非经常性损益后的净利润-45,100 万元左右。 （三）本次业绩预告未经注册会计师审计，注册会计师未对公司本期业绩预告是否 适当和审慎出具专项说明。 二、上年同期业绩情况 （一）归属于上市公司股东的净利润：-42,112.16 万元。归属于上市公司股东的扣 除非经常性损益的净利润：-42 ...

建设机械（600984）公告，公司预计2025年半年度归属于上市公司的净利润为-4.47亿元左右，归属于 上市公司股东扣除非经常性损益后的净利润为-4.51亿元左右。2024年同期归属于上市公司股东的净利 润为-4.21亿元，扣除非经常性损益的净利润为-4.23亿元。 ...

Group 1 - Construction Machinery has experienced a decline for four consecutive trading days, with a cumulative drop of -3.02% [1] - Shaanxi Construction Machinery Co., Ltd. was established in 1954 and is a state-controlled mixed-ownership enterprise under Shaanxi Coal and Chemical Industry Group [1] - The company was listed on the Shanghai Stock Exchange in 2004, with the stock code 600984 [1] Group 2 - Huisheng Fund's Huisheng Huize Mixed A has entered the top ten shareholders of Construction Machinery, marking a new entry in the first quarter of this year [1] - The fund has achieved a year-to-date return of 2.99%, ranking 1127 out of 2313 in its category [1] Group 3 - The fund manager of Huisheng Huize Mixed A is Sun Qing, who has a PhD and is a CFA charterholder [3] - Sun Qing has been the fund manager since October 2019 and has previously held various positions in different financial institutions [3][4]

证券代码：600984 证券简称：建设机械 公告编号：2025-041 陕西建设机械股份有限公司 关于永续中期票据发行的公告 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。 特此公告。 陕西建设机械股份有限公司董事会 2025年6月26日 陕西建设机械股份有限公司（以下简称"公司"）于2025年1月16日召开了第八届董事会第九次会议、 2025年2月11日召开了2025年第三次临时股东会，审议通过了《关于发行永续中期票据的议案》，同意 公司公开注册发行人民币10亿元的永续中票。2025年6月20日，中国银行间市场交易商协会出具《接受 注册通知书》（中市协注〔2025〕MTN562号），接受公司中期票据注册，注册有效期为2年。具体内 容详见公司在上海证券交易所网站（www.sse.com.cn）披露的《陕西建设机械股份有限公司关于发行永 续中期票据的公告》（公告编号2025-005）。 公司已于近日完成了陕西建设机械股份有限公司2025年度第一期科技创新债券（"本期中票"）的发行。 本期中票发行额为10亿元人民币，期限为3+N年 ...

证券代码：600984 证券简称：建设机械 公告编号：2025-041 陕西建设机械股份有限公司 关于永续中期票据发行的公告 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。 陕西建设机械股份有限公司（以下简称"公司"）于 2025 年 1 月 16 日召开了第八 届董事会第九次会议、2025 年 2 月 11 日召开了 2025 年第三次临时股东会，审议通过了 《关于发行永续中期票据的议案》，同意公司公开注册发行人民币 10 亿元的永续中票。 2025 年 6 月 20 日，中国银行间市场交易商协会出具《接受注册通知书》（中市协注〔2025〕 MTN562 号），接受公司中期票据注册，注册有效期为 2 年。具体内容详见公司在上海证 券交易所网站（www.sse.com.cn）披露的《陕西建设机械股份有限公司关于发行永续中 期票据的公告》（公告编号 2025-005）。 公司已于近日完成了陕西建设机械股份有限公司 2025 年度第一期科技创新债券 （"本期中票"）的发行。本期中票发行额为 10 亿元人民币，期限为 3+N 年，单 ...

Core Points - The company completed the issuance of the first phase of technology innovation bonds for the year 2025 on June 26, 2025 [1] - The total issuance amount for this bond is 1 billion RMB [1] - The bond has a term of 3+N years with a face value of 100 RMB per unit [1] - The issuance interest rate is set at 2.55%, with interest starting to accrue from June 26, 2025 [1]

关于对陕西建设机械股份有限公司 2024 年度报告的信息披露 监管问询函回复 信会师函字[2025]第 ZB091 号 关于对陕西建设机械股份有限公司 2024 年度报告的信息披露监管问询函回复 信会师函字[2025]第 ZB091 号 三、关于固定资产。年报显示，受租赁行业多年持续下行期的影 响，行业整体设备闲置率较高。报告期末，公司固定资产账面价值为 80.04 亿元，其中，建筑机械账面价值 69.75 亿元，新增计提减值准 备 2238.42 万元，暂时闲置的固定资产账面价值 8.08 亿元，系超 12 个月未租出的建筑机械，并对其计提减值准备 1691.47 万元。公司进 行减值测试的机器设备账面价值为 5947.54 万元，占全部账面机器设 备固定资产的比例较小。此外，2022 年-2024 年，公司购建固定资产、 无形资产和其他长期资产支付的现金金额较大，分别为 16.64 亿元、 11.54 亿元、6.53 亿元。请公司：（1）补充披露固定资产中建筑机 械的主要存放地点、具体机械类别、使用年限情况及闲置时间情况等； （2）说明对机器设备固定资产的减值测试方法，如资产组划分方法 及依据、减值迹象的 ...