每经AI快讯，1月7日早盘，可控核聚变概念震荡走高，中国一重、弘讯科技、中国核建涨停，王子新 材、国机重装、常辅股份、哈焊华通等跟涨。 （文章来源：每日经济新闻） ...

Industry Overview - The rapid development of key sectors in China's economy, such as automotive, shipbuilding, construction, petrochemicals, nuclear energy, and oil and gas transportation, has significantly boosted the demand for the upstream metallurgy industry, thereby driving the growth of the metallurgy equipment manufacturing industry [1][8] - The market size of China's metallurgy equipment manufacturing industry is projected to grow from 103.085 billion yuan in 2018 to 143.675 billion yuan in 2024, with a compound annual growth rate (CAGR) of 5.69% [9] Policy Support - The Chinese government has introduced numerous policies to support the metallurgy equipment manufacturing industry, focusing on large-scale, intelligent, and green transformation of equipment, as well as enhancing digital technology applications [2] - Specific initiatives include the "Copper Industry High-Quality Development Implementation Plan (2025-2027)" and the "Aluminum Industry High-Quality Development Implementation Plan (2025-2027)," which aim to promote innovation and the modernization of equipment [2] Industry Chain - The upstream of the metallurgy equipment manufacturing industry consists of raw materials and components, including steel, non-ferrous metals, castings, and forgings, which are essential for manufacturing [4] - The midstream involves the production and manufacturing of metallurgy equipment, while the downstream includes industries such as iron and steel, steel processing, and non-ferrous metal smelting [4] Production and Growth Trends - China's steel production is a critical raw material for metallurgy equipment manufacturing, with production expected to grow from 1.05 billion tons in 2017 to 1.4 billion tons in 2024, reflecting a CAGR of 4.2% [6] - The production of metallurgy equipment experienced a recovery in 2022, with output reaching 6.8849 million tons in 2024, a year-on-year increase of 0.63% [7] Competitive Landscape - The industry features a dual structure of international giants and domestic leading enterprises, with companies like CITIC Heavy Industries and China First Heavy Industries emerging as key players in the domestic market [9][10] - Domestic companies are increasingly capturing market share by leveraging local demand, cost-effectiveness, and rapid service response, challenging the dominance of foreign firms in certain segments [9] Future Development Trends - The industry is expected to focus on large-scale and extreme manufacturing capabilities, with advancements in equipment aimed at higher efficiency and lower energy consumption [12] - There will be a significant shift towards integrating smart technologies and digital twin systems throughout the equipment lifecycle, enhancing predictive maintenance and operational efficiency [13] - The trend towards green and low-carbon processes will become a core innovation direction, emphasizing the importance of carbon reduction technologies in equipment design and manufacturing [14]

Group 1: Market Performance - Heilongjiang Province's capital market index rose by 4.82% in December 2025, outperforming the Shanghai Composite Index and Shenzhen Component Index, but slightly underperforming the ChiNext Index[19] - In the last three trading days of December, the Heilongjiang index experienced a minor decline of 0.38%, attributed to normal market adjustments[22] - The overall performance of listed companies in Heilongjiang was weak, with 24 companies reporting negative returns and only 15 achieving positive returns[25] Group 2: Key Company Highlights - Guanglian Aviation saw the highest increase at 112.11%, followed by Aerospace Science and Technology (+51.11%), New Light Optoelectronics (+41.21%), Dapeng Industry (+36.05%), and China First Heavy Industries (+32.56%)[25] - Notably, 12 companies experienced declines exceeding 5%, with four companies, including Renmin Tongtai (-14.68%) and Fuerjia (-14.51%), seeing declines over 10%[25] Group 3: Economic and Policy Developments - Heilongjiang Airport Group achieved record transportation figures in 2025, with 205,000 flight takeoffs and landings, 29.064 million passengers, and 154,000 tons of cargo, marking year-on-year increases of 1%, 1.2%, and 4.8% respectively[3] - The province announced a new consumption upgrade policy on December 31, 2025, offering subsidies for replacing old vehicles and purchasing energy-efficient appliances, with maximum subsidies of 20,000 yuan for new energy vehicles and 1,500 yuan for energy-efficient appliances[10] Group 4: Industry Trends - The establishment of the Huagong Technology Intelligent Manufacturing Northern Headquarters in Harbin, with an investment of 100 million yuan, aims to drive the integration of industry and technology, focusing on the production of intelligent laser weeding robots[12] - The manufacturing sector's PMI rose to 50.1% in December, indicating a return to expansion after eight months, with significant improvements in production and new orders[27]

Core Viewpoint - The successful production of China's first domestically designed and manufactured 1450mm high-grade silicon steel cold-rolling mill marks a historic breakthrough in the core equipment field of high-end silicon steel cold rolling, breaking the long-standing monopoly of foreign suppliers [2][3]. Group 1: Technological Breakthrough - The 1450mm silicon steel cold-rolling mill is the first small-diameter six-stand cold-rolling mill designed and manufactured by China First Heavy Industries, overcoming critical technical challenges in the six-stand small-diameter cold rolling process [3]. - This achievement significantly enhances China's core competitiveness and technological influence in cold-rolling equipment, ensuring complete autonomy in high-end silicon steel cold-rolling equipment [3]. Group 2: Market Impact - The successful commissioning of the mill provides a solid guarantee for the localization of high-value-added products such as silicon steel, promoting the high-end and cluster development of China's metallurgical materials industry [3]. - The collaboration between China First Heavy Industries and Sanbao Group on this project represents a deepening partnership following their previous work on the 1780mm hot-rolling project, aiding Sanbao Group in upgrading its product structure and expanding into high-value product lines [5]. Group 3: Future Outlook - China First Heavy Industries aims to continue its mission of "Equipping China, Going Global," driving domestic cold-rolling equipment from a position of "catching up" to "leading," contributing to the intelligent and green high-quality development of China's steel industry [7].

Group 1 - The report highlights that the Heilongjiang Airport Group achieved record transportation volumes in 2025, with 205,000 flight takeoffs and landings, 29.064 million passengers, and 154,000 tons of cargo, representing year-on-year growth of 1%, 1.2%, and 4.8% respectively [3][9] - The group has expanded its domestic and international routes to 363, connecting 112 cities, and is promoting the integration of "aviation + tourism" to enhance local economic development [3][9] - The report notes the launch of a new consumption upgrade policy in Heilongjiang, providing subsidies for replacing old vehicles and purchasing energy-efficient appliances, aimed at stimulating consumer spending [5][10] Group 2 - The report indicates that the Heilongjiang sector index rose by 4.82% in December 2025, outperforming the Shanghai and Shenzhen indices, with a notable divergence in the performance of listed companies [19][25] - Five companies in the province saw significant gains, with Guanglian Aviation leading at 112.11%, followed by Aerospace Science and Technology (+51.11%) and New Light Optoelectronics (+41.21%) [25][26] - Conversely, 24 companies reported negative returns, with four companies experiencing declines exceeding 10%, including Renmin Tongtai (-14.68%) and Fuerjia (-14.51%) [25][26] Group 3 - The report emphasizes the integration of industry and technology, citing the launch of the Huagong Technology Intelligent Manufacturing Northern Headquarters in Harbin, which focuses on the development of intelligent laser weeding robots [12][13] - The project, with an investment of 100 million yuan and an annual production capacity of 200 units, aligns with the "storing grain in the ground and technology" strategy, showcasing the region's commitment to technological advancement [12][13] - The report also mentions the CE certification obtained by the Kando robot from Harbin, which signifies its readiness for the European market, reflecting the growing recognition of Chinese manufacturing in the global arena [11]

Core Viewpoint - The successful production of China's first 1450mm high-grade silicon steel cold-rolling mill marks a historic breakthrough in the core equipment field of high-end silicon steel cold rolling, enhancing China's competitiveness and technological authority in this sector [2][3][10]. Group 1: Technological Breakthrough - The 1450mm silicon steel cold-rolling mill is the first domestically designed and manufactured small-diameter six-stand cold-rolling mill, breaking the long-standing monopoly of foreign suppliers in the core equipment field [3][10]. - The successful production of this mill addresses critical technical challenges in the six-stand small-diameter cold-rolling process, significantly improving the core competitiveness of China's cold-rolling equipment [3][10]. - This achievement demonstrates complete autonomy in the technology of high-end silicon steel cold-rolling equipment, providing a solid guarantee for the localization of high-value-added products like silicon steel [3][10]. Group 2: Strategic Value and Industry Impact - The production of the mill promotes the high-end and clustered development of China's metallurgical materials industry chain, representing a threefold strategic value [3][10]. - The mill is a significant outcome of the deepened cooperation between China First Heavy Industries and Sanbao Group, following their collaboration on the 1780mm hot-rolling project [5][11]. - This initiative supports Sanbao Group in upgrading its product structure and expanding its product lines in high-value-added areas such as silicon steel and ultra-thin strip steel [5][11]. Group 3: Future Directions - China First Heavy Industries aims to continue its mission of "Equipping China, Going Global," driving domestic cold-rolling equipment from "keeping pace" to "leading" through continuous innovation [7][11]. - The company is committed to contributing to the intelligent and green high-quality development of China's steel industry, showcasing Chinese wisdom and strength in the global high-end manufacturing landscape [7][11].

证券代码：601106 证券简称：中国一重 公告编号：2026-001 二、交易结果情况 2026 年 1 月 4 日，龙江锐风 100%股权出售事宜已全部 完成，该项交易所涉及的工商变更登记已办理完毕。 特此公告。 中国第一重型机械股份公司董事会 2026 年 1 月 6 日 中国第一重型机械股份公司 关于子公司出售资产的结果公告 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。 一、交易概述 2025 年 10 月 31 日，中国第一重型机械股份公司（以 下简称公司）在《中国证券报》《上海证券报》和上海证券 交易所网站（www.sse.com.cn）披露了《中国第一重型机械 股份公司关于子公司出售资产的公告》（公告编号：2025- 052），公司所属子公司一重上电（齐齐哈尔市）新能源有 限公司（以下简称一重上电）拟以公开挂牌的形式，通过上 海联合产权交易所公开挂牌转让持有的龙江锐风新能源有限 公司（以下简称龙江锐风）100%股权。公司结合资产出售 实际进展，于 2025 年 12 月 30 日在法定信息披露媒体披露 了《中国 ...

中国一重公告，2026年1月4日，子公司一重上电已通过上海联合产权交易所公开挂牌转让持有的龙江锐 风新能源有限公司100%股权，相关工商变更登记手续已办理完毕。 ...

Group 1 - The core viewpoint of the news is the successful transportation of two EO reactors for the China-Saudi Arabia Gulei Ethylene Project, marking significant progress in the project's construction, which is over 93% complete and expected to be operational by 2026 [1][4]. - The EO reactors, weighing 1540 tons each and featuring a diameter of nearly 9.3 meters, set a world record for the heaviest single EO reactor, highlighting the advanced manufacturing capabilities in high-end petrochemical equipment in China [2][3]. - The project represents a major collaboration between China and Saudi Arabia in the energy sector, with a total investment of 44.8 billion yuan, making it the largest foreign joint venture investment in Fujian Province to date [4]. Group 2 - The EO/EG unit is a critical component of the ethylene deep processing segment of the project, emphasizing its importance in the overall production efficiency and raw material utilization [2][4]. - The manufacturing process of the reactors involved overcoming key technical challenges, such as controlling deformation during welding and precise processing of tube holes, showcasing the technical prowess of China’s manufacturing sector [3].

证券代码：601106 证券简称：中国一重 公告编号：2025-061 一重上电于 2025 年 11 月 20 日在联交所公开挂牌转让 标的资产。2025 年 12 月 29 日，一重上电收到联交所出具 的产权交易凭证，上述标的受让方为七台河丰润风力发电有 限公司。经联交所对意向受让方的受让资格进行确认，七台 河丰润风力发电有限公司符合受让条件。龙江锐风 100%股 权的交易价格为 72,455.62 万元。 三、受让方基本情况 七台河丰润风力发电有限公司成立于 2010 年 8 月 16 日， 注册资本 102,484.172 万元，注册地址黑龙江省七台河市茄 子河区新富街（交通公寓 1#楼），法定代表人王大陆，经 营范围为对风力发电项目进行投资与管理；风力发电技术咨 询、服务；风力发电物资、设备采购。七台河丰润风力发电 有限公司为华电新能源集团股份有限公司 100%持股。 中国第一重型机械股份公司 关于子公司出售资产的进展公告 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。 一、交易概述 2025 年 10 月 31 日 ...