Core Viewpoint - The company is experiencing operational challenges primarily due to a downturn in the domestic tower crane rental market, characterized by insufficient market demand and a decrease in new construction project areas [1] Group 1: Company Performance - The company reported that its operations are normal despite facing losses [1] - The losses are attributed to several factors, including a decline in the domestic tower crane rental market and low equipment utilization rates [1] Group 2: Market Conditions - The construction sector is witnessing a reduction in the new project commencement area and insufficient project initiation rates [1] - Equipment rental prices remain at low levels, contributing to the overall financial difficulties faced by the company [1]

Core Viewpoint - The article highlights the strong performance and market leadership of XCMG's new energy heavy trucks in 2025, emphasizing their significant sales growth and industry influence [1][3]. Sales Performance - In 2025, XCMG's new energy heavy truck sales reached 35,400 units, a substantial increase of 147% year-on-year, capturing a market share of 15.3%, thus securing the top position in the industry [3][5]. - The overall market for new energy heavy trucks saw a total sales volume of 231,100 units, reflecting a year-on-year growth of 182% [5]. Market Dominance - XCMG has established a strong market presence across various segments, including traction and dump trucks, particularly in key applications such as ports, steel mills, and construction sites [6]. - The company's vehicles are recognized for their reliability and economic benefits, leading to high customer satisfaction and repeat purchases [6]. Ecosystem and Competitive Advantage - XCMG has shifted from a product-centric approach to a customer value-driven ecosystem, providing comprehensive solutions that address the entire lifecycle of the vehicles [8]. - The company has developed a robust operational ecosystem that includes full-scene equipment, charging solutions, customized financing, and intelligent management, effectively addressing user concerns such as high initial costs and charging efficiency [8][11]. Service and Support - XCMG prioritizes service assurance as a foundation for customer operations, with a nationwide service network and a 24-hour rapid response mechanism to address operational issues promptly [9]. - The "XCMG e-Road" intelligent management platform offers real-time monitoring and proactive maintenance, enhancing fleet efficiency and customer trust [9]. Product Strength - The technical capabilities of XCMG's new energy heavy trucks are highlighted, particularly in power, economy, reliability, and safety, which are crucial for customer confidence and repeat purchases [13]. - Innovations such as a fully liquid-cooled powertrain system and advanced torque control enhance operational efficiency and safety, addressing challenges in demanding conditions [13][15]. Conclusion - XCMG has achieved consecutive annual sales leadership in the new energy heavy truck market from 2023 to 2025, reflecting its commitment to technology-driven solutions and ecosystem development [16][17]. - The company is positioned to lead the green transformation of transportation in China, leveraging its strong product technology and customer-centric approach to create value for clients [17].

Core Insights - In 2025, Shaanxi has made significant strides in expanding foreign trade, with the total import and export value reaching 472.04 billion yuan, ranking sixth in the nation for growth rate [1] - The China-Europe Railway Express (Xi'an) has seen a cumulative operation of over 6,000 trains, maintaining a leading position nationally, with a year-on-year increase of 21.1% in 2025 [4] Group 1: Trade Expansion and Infrastructure - The Xi'an International Port Station remains busy, with a smart scheduling system operating 24/7 to manage cargo loading and unloading [2] - The collaboration between Kazakhstan's Xi'an terminal and the China-Xi'an Kazakhstan terminal has improved logistics efficiency, reducing transport cycles to 7-15 days [5] - Over 17,000 companies have utilized the China-Europe Railway Express (Xi'an), with local goods accounting for over half of the cargo [5] Group 2: Product Export and Innovation - Shaanxi Construction Machinery Co., Ltd. has successfully exported its paving machines to Central Asia, Europe, and Africa, with exports constituting nearly 60% of its manufacturing sales in 2025 [7] - The company has achieved international standards in paving technology, with paving widths up to 12 meters and thicknesses of 400 millimeters [7] - Shaanxi's automotive and machinery sectors have seen significant international competitiveness, with exports of electromechanical products reaching 281.24 billion yuan, a 17.6% increase [8] Group 3: Policy Support and Financial Assistance - Shaanxi has implemented various policies to facilitate smoother exports, including optimizing port environments and addressing financing challenges for businesses [10] - The province has organized events to connect over 300 companies with international service resources, resulting in a 16.4% increase in cross-border e-commerce imports and exports [11] - Financial institutions have provided significant credit support, with a total of 121.3 billion yuan in credit facilitated for foreign trade enterprises [11]

证券日报网讯 1月20日，建设机械在互动平台回答投资者提问时表示，新设立的陕西陕煤恒达智控科技 有限公司将聚焦煤矿智能化开采，提供全面、安全、可靠、高效的煤矿智能化开采控制系统解决方案， 具体情况可详见2025年048号合资公司设立公告。 （文章来源：证券日报） ...

Core Viewpoint - The domestic sales of new energy heavy trucks in December 2025 exceeded 45,300 units, marking a year-on-year increase of 198%, setting a new monthly sales record [1][4]. Group 1: Market Performance - In December 2025, the sales of new energy heavy trucks reached 45,300 units, a month-on-month increase of 62% and a year-on-year increase of 198% [4]. - New energy traction trucks accounted for 76.62% of the new energy heavy truck market in December 2025, a slight decrease from the previous month [6]. - The overall sales of heavy trucks in December 2025 were 84,000 units, with traction trucks contributing 51,600 units, reflecting a year-on-year growth of 21% [10]. Group 2: Sales Trends - The new energy traction truck market has shown consistent growth, with sales exceeding 10,000 units for ten consecutive months starting from March 2025 [8]. - December 2025 saw a record monthly sales of 34,700 units for new energy traction trucks, continuing the trend of explosive growth [8][16]. - The average year-on-year growth rate for new energy traction trucks in 2025 reached 239%, with total sales for the year amounting to 176,500 units, an increase of over 120,000 units compared to 2024 [26]. Group 3: Market Share and Competitors - In 2025, the top three companies in the new energy traction truck market were FAW Jiefang, XCMG, and SANY, with cumulative sales of 28,000, 27,400, and 22,900 units respectively [20][23]. - The market share of FAW Jiefang increased by 2.0 percentage points compared to 2024, reaching 15.8% [24]. - A total of 31 companies participated in the new energy traction truck market in 2025, indicating a sustained competitive landscape [19]. Group 4: Regional Distribution - New energy traction trucks were registered in all 31 provincial-level administrative regions in China, with significant concentrations in Shanghai, Guangdong, and Shanxi, which together accounted for over 40% of the market share [13].

证券代码：600984 证券简称：建设机械 公告编号：2026-003 二、审议《关于公司修订员工薪酬相关制度的议案》。 董事会同意公司对员工薪酬相关制度的修订事项。 表决结果：同意票 9 票，反对票 0 票，弃权票 0 票。 特此公告 陕西建设机械股份有限公司董事会 陕西建设机械股份有限公司 第八届董事会第二十三次会议决议公告 2026 年 1 月 14 日 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"）第八届董事会第二十三次会议通 知及会议文件于 2026 年 1 月 8 日以邮件及书面形式发出至全体董事，会议于 2026 年 1 月 14 日上午 9:30 以通讯表决方式召开。会议应到董事 9 名，实到董事 9 名。会议由董 事长车万里先生主持。会议的召集、召开和表决程序符合有关法律、法规和《公司章程》 的相关规定，会议形成的决议合法有效。 会议充分讨论了会议议程中列明的议案，经过审议并表决，一致通过以下决议： 一、审议《关于公司业绩考核兑现及部分人员薪酬兑现的议案》； 董事 ...

每经头条（nbdtoutiao）——海利生物增值9倍并购的企业，估值8个月"腰斩"，其第一大客户竟是尚未 成立的公司，离奇的事还不少…… 每经AI快讯，建设机械1月14日晚间发布公告称，公司第八届第二十三次董事会会议于2026年1月14日 以通讯表决方式召开。会议审议了《关于公司业绩考核兑现及部分人员薪酬兑现的议案》等文件。 （记者 张明双） ...

新年伊始，徐工汽车在国内外市场连续收获大单。1月以来，徐工先后向江苏地区客户交付 百辆电动牵引车，向海外客户交付百辆纯电动自卸车，并向中原地区交付百辆徐工汉界轻 卡。 百辆徐工汉界轻卡交付冷链运输大客户 近日，百辆徐工汉界轻卡交付中原大地，助力客户开启冷链物流运输新篇章。客户、合作伙 伴及徐工代表参加活动。 "徐工汉界轻卡补能迅速、续航持久、装载能力强，精准匹配冷链物流高频次、高强度作业 需求。"客户表示。徐工汉界基于'正向开发+场景适配'研发体系打造，为客户提供安全可 靠、高效经济的零碳物流解决方案。 安全可靠： 采用双层700MPa高强钢车架，顶级防护+智能监控+极限测试保障电池安全， 并集成车道偏离预警、碰撞预警及自动紧急制动系统，通过多传感器协同实现全天候主动安 全防护，全面保障人货安全。 装载升级： 货厢容积大1方，突破物流行业装载效率瓶颈，装载牛奶货品可多拉两排，充分 满足冷链物资配送的高效运营需求； 动力卓越： 搭载97.41%超高效率扁线电机，动力强、加速平稳，可轻松应对各种路况； 自研XES智能化全域能量管理架构，智能算法与商用车场景深度融合，制动能量回收率和续 航能力大幅提升。 百辆出征！ ...

Market Performance - The engineering machinery sector increased by 2.52% on January 9, with Shaoyang Hydraulic leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up 0.92%, while the Shenzhen Component Index closed at 14120.15, up 1.15% [1] Individual Stock Performance - Shaoyang Hydraulic (301079) closed at 58.45, up 17.84% with a trading volume of 407,900 shares and a transaction value of 2.382 billion [1] - Hailun Zhe (300201) closed at 7.46, up 9.54% with a trading volume of 982,800 shares and a transaction value of 715 million [1] - Sany Heavy Industry (600031) closed at 22.28, up 3.97% with a trading volume of 1,104,200 shares and a transaction value of 2.444 billion [1] - XCMG Machinery (000425) closed at 11.80, up 3.69% with a trading volume of 947,300 shares and a transaction value of 1.116 billion [1] Capital Flow Analysis - The engineering machinery sector saw a net inflow of 127 million from institutional investors, while retail investors experienced a net inflow of 56.445 million [2] - The sector had a net outflow of 183 million from speculative funds [2] Detailed Capital Flow for Key Stocks - Sany Heavy Industry (600031) had a net inflow of 88.856 million from institutional investors, but a net outflow of 49.819 million from speculative funds [3] - Hailun Zhe (300201) saw a net inflow of 41.161 million from institutional investors, with a small net outflow from retail investors [3] - XCMG Machinery (000425) had a net inflow of 37.036 million from institutional investors, but also faced outflows from both speculative and retail investors [3]

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)股东会召开的地点：西安市金花北路418号公司一楼会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： ■ (四)表决方式是否符合《公司法》及《公司章程》的规定，会议主持情况等。 本次股东会由公司董事会召集，会议由董事长车万里先生主持，会议采取现场表决和网络投票相结合的 表决方式，符合《公司法》和《公司章程》等有关法律、法规及规范性文件的规定。 (五)公司董事和董事会秘书的列席情况 重要内容提示： ● 本次会议是否有否决议案：无 一、会议召开和出席情况 (一)股东会召开的时间：2026年1月8日 ■ (三)关于议案表决的有关情况说明 1、公司在任董事9人，出席9人； 2、董事会秘书李晓峰先生列席本次会议。 二、议案审议情况 (一)非累积投票议案 1、议案名称：关于终止向特定对象发行股票事项的议案 审议结果：通过 表决情况： ■ (二)涉及重大事项，中小股东的表决情况 本次会议议案为普通决议议案，同意票占出席股东会的股东及股东代理人所持有效表决权过半数， ...