截至12月16日收盘，超级电容概念下跌3.10%，位居概念板块跌幅榜前列，板块内，中信重工、黑牡 丹、梅安森等跌幅居前。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600522 | 中天科技 | -4.21 | 2.88 | -14438.42 | | 000021 | 深科技 | -2.91 | 2.23 | -8455.31 | | 300037 | 新宙邦 | -1.85 | 2.31 | -8349.08 | | 601608 | 中信重工 | -7.95 | 2.21 | -7006.41 | | 600884 | 杉杉股份 | -3.50 | 2.82 | -6922.50 | | 002028 | 思源电气 | -3.76 | 1.85 | -6670.36 | | 002851 | 麦格米特 | -3.49 | 3.06 | -6294.94 | | 000733 | 振华科技 | -1.72 | 2.57 | -5895.75 | | 601179 | 中国西电 | -3. ...

华西证券表示，AI大模型的突破推动机器人进入具身智能新阶段，核心看好具备明确应用场景、能够 率先落地应用的公司，将为业绩兑现和产业化加速发展创造机遇，具备上下游产业链卡位优势的相关标 的预计受益显著。 （文章来源：每日经济新闻） 今日截至10点17分，机器人ETF（562500）逆势展现强劲韧性，早盘虽有下探但迅速被买盘拉起，走出 漂亮的"V"型反转修复跌幅，目前价格企稳在0.955元。持仓股方面，多方情绪回暖，弘讯科技领涨超 2%，晶品特装、中信重工、景业智能等个股联袂上攻，涨幅均接近2%。流动性方面，资金博弈激烈， 开盘仅一小时成交额即突破2.76亿元，量能充沛。值得注意的是，该ETF近期资金净流入特征明显，近 5日内频现大额资金增仓信号，显示出市场资金对机器人板块回调后的配置价值高度认可，布局窗口或 已开启。 消息方面，据富春染织消息，近日，富春染织在PEEK（聚醚醚酮）材料与机器人领域实现重大技术突 破——成功推出全球首款外骨骼机器人专用PEEK高性能材料体系，具备稳定量产能力，并向福达股份 等多家头部机器人公司实现供货。 ...

证券代码：601608 证券简称：中信重工 公告编号：临2025-064 中信重工机械股份有限公司 关于担保预计事项进展的公告 本次担保不存在反担保。 公司对外担保逾期金额：中国建设银行股份有限公司江门市分 行诉江门市嘉洋新型建材有限公司应向其偿还借款本金 12,402.20 万 元及相应利息、诉讼费、律师费。逾期担保事项涉诉，目前案件已二审 判决，具体内容详见公司于 2025 年 9 月 16 日披露的《中信重工关于对 外担保涉诉进展的公告》。 特别风险提示：截至 2025 年 9 月 30 日，被担保人工程公司资 产负债率超过 70%，敬请广大投资者注意相关风险。本次担保在公司 2024 年年度股东会审议通过的担保额度范围内，担保对象为公司全资 1 子公司，担保风险可控。 一、担保情况概述 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： 被担保人：中信重工工程技术有限责任公司（以下简称"工 程公司"）为中信重工机械股份有限公司（以下简称"中信重工""公 司"）的全资子公司，不属于关联担保。 担保金额：202 ...

在 众 多 新 引 进 的 设 备 中 ， 来 自 深 圳 三 思 纵 横 的 13 台 力 学 试 验 机 引 人 注 目 。 这 批 设 备 类 型 齐 全 ， 包 括 300KN 微 机 控 制 电 子 万 能 试 验 机 、 1000KN 微 机 控 制 电 液 伺 服 万 能 试 验 机 、 1000KN微机控制电液伺服三缸弯曲试验机，以及机械式与电子式高温蠕变持久试验机等。这 些试验机就像是实验室里的"秘密武器"，各自有着独特的本领。 点击免费限量礼盒 摘要 ： 这座国内唯一聚焦智能矿山重型装备研发的国家级平台，项目一期就投资了2.72亿元，新增实验 仪器设备120余台套。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 近日， 由中信重工联合郑州大学、河南科技大学共同建设的智能矿山重型装备全国重点实验室 新址竣工投用 。 作 为 我 国 该 领 域 唯 一 国 家 级 研 发 平 台 ， 其 一 期 投 入 即 达 2.72 亿 元 ， 新 增 各 类 实 验 仪 器 设 备 120余台（套） ，显示出在关键技术攻关与产业升 ...

内容概要：矿山设备是矿山开采作业中必不可少的现代化工具之一。矿产资源作为一种重要的基础能源，在社会经济发展中起着举足轻重的作用。近年来， 社会经济的飞速发展，对能源的需求日益增大，促使矿产资源得到不断开发和挖掘，全球矿山设备安装市场逐渐发展壮大。据统计，2024年全球矿山设备市 场规模增长至7368亿元，其中，挖掘设备占49.14%，运输设备占30.72%，辅助机械占20.14%；预计2025年全球矿山设备市场规模将增长至7759亿元。其 中，挖掘设备占48.84%，运输设备占31.14%，辅助机械占20.02%。 上市企业：三一重工[600031]、山东矿机[002526]、天地科技[600582]、郑煤机[601717]、徐工机械[000425.SZ]、同力重工[834599]、中信重工[601608]、山 东矿机[002526]、中联重科[000157] 相关企业：卡特彼勒公司（Caterpillar,Inc.）、小松株式会社（KomatsuLtd.）、山特维克SandvikAB、安百拓集团EpirocGroup、美卓公司MetsoCorporation、 日立建机株式会社、伟尔集团WeirGroup、 ...

Core Insights - The development of a large mineral grinding mill research platform aims to enhance power capacity from 18 MW to over 30 MW, potentially replacing current advanced ring electric interface modules [1] - The establishment of the Intelligent Mining Heavy Equipment National Key Laboratory (referred to as "Full Heavy Laboratory") focuses on cutting-edge technology research in heavy mining equipment to support national strategic resource security and the dual carbon strategy [2] Group 1: Research and Development - The large mineral grinding mill research platform consists of six functional modules designed to address high energy consumption, reliability, and intelligent control challenges in grinding systems [1] - The Full Heavy Laboratory has been restructured to focus on reliability design, performance evaluation, manufacturing key technologies, and intelligent equipment, aiming to become a source of original technology in the mining equipment sector [2][3] Group 2: Infrastructure and Investment - The first phase of the Full Heavy Laboratory's infrastructure and experimental platform construction has a total investment of 272 million yuan, adding over 120 new experimental instruments [3] - The laboratory has established a comprehensive technical support system that includes various experimental platforms, enhancing its research capabilities to a leading domestic level [3] Group 3: Future Directions - Future research will focus on advanced technologies such as high-power variable frequency control, ultra-large ring electric motor technology, and intelligent mining operations, contributing to the construction of a strong manufacturing nation [4] - The establishment of the CITIC Equipment Manufacturing Group aims to enhance the research and manufacturing capabilities in advanced engineering machinery, robotics, and energy-saving equipment, supporting the development of a globally competitive technology-driven group [5]

中新网洛阳12月2日电 (陈贵洋)智能矿山重型装备全国重点实验室新址竣工投用仪式2日在河南洛阳举 行。该实验室由中信重工联合郑州大学、河南科技大学共同建设，其投用标志着中国在智能矿山重型装 备领域的研发与实验能力迈上新台阶。 该实验室一期建设总投资2.72亿元，新增实验仪器设备120余台(套)，重点建设升级了计量检测、材料实 验、大型矿物磨机研发、破碎筛选及虚拟试验与验证系统五大平台。结合已有的矿山提升设备安全准入 分析验证实验室、物料性能实验室、碎磨过程智能化控制实验室、绿色选冶工艺与装备实验室，构建了 从基础检测到整机研发、从虚拟验证到工艺优化的全链条技术支撑体系。 图为智能矿山重型装备全国重点实验室揭牌仪式现场。陈贵洋 摄 自重组建设以来，该实验室已累计承担国家级科研课题11项、省部级科研课题16项，形成具有自主知识 产权的"十大核心技术"与"十大重点装备"。 来自国内重型机械行业龙头企业、中信重工战略合作企业、全国重点高校、驻洛重点企业及金融机构的 代表共300余人与会。 该实验室相关负责人表示，未来将围绕大功率变频及永磁变频控制技术、超大型矿物磨机环形电机技 术、数智化体系、大型高效超细磨矿技术、深 ...

Core Insights - The mining transportation equipment market is experiencing significant growth, with the market size expected to increase from 172.9 billion yuan in 2020 to 226.3 billion yuan in 2024, representing a growth in market share from 29.49% to 30.72% of the overall mining equipment sector [1][3][4]. Industry Definition and Classification - Mining equipment is specialized machinery used for mineral extraction, processing, and exploration, categorized into excavation equipment and transportation equipment, with the latter being crucial for transporting ore, waste, and personnel within mining sites [2][3]. Current Development Status - The demand for mining transportation equipment is rising due to the need for more efficient and reliable material transfer systems between mines and processing plants, with projections indicating a market size of 241.6 billion yuan by 2025 [3][4]. Industry Chain - The upstream of the mining transportation equipment industry includes raw materials like steel and non-ferrous metals, as well as core components such as hydraulic systems and electrical control systems. The midstream involves manufacturing and integration of transportation equipment, while the downstream applications span coal mining, metal mining, and large-scale construction [5][6]. Competitive Landscape - The global mining transportation equipment market features prominent international manufacturers such as Hitachi Construction Machinery, Komatsu, and Liebherr, while domestic players include SANY Heavy Industry, Shandong Mining Machinery, and XCMG [7][8]. Development Trends - The industry is moving towards automation, electric drive systems, and environmentally friendly solutions, with a focus on sustainable development and reduced environmental impact through the use of green conveyor belts and equipment [10].

Group 1: Core Insights - The article highlights the transformation of "Henan Manufacturing" towards high-end, intelligent, and green production, showcasing significant advancements in technology and product offerings [1] - The number of A-share listed companies in Henan has increased from 87 at the end of 2020 to 112, with a total market capitalization of approximately 1.8 trillion yuan, indicating rapid growth in the capital market during the "14th Five-Year Plan" period [1] - A large-scale media investigation revealed how capital markets empower local high-quality development in Henan, emphasizing the region's strategic importance in China's modernization [1] Group 2: Traditional Industry Transformation - Traditional industries in Henan, particularly in Luoyang, are undergoing significant transformation through digitalization and innovation, with companies like Luoyang Bearing Group investing over 2 billion yuan in smart factory upgrades [2][3] - The proportion of high-end products in Luoyang Bearing Group has risen to nearly 70%, with a 40% market share in domestic wind turbine main bearings, reflecting successful adaptation to modern demands [2] - The integration of traditional heavy equipment manufacturing with intelligent technology is exemplified by CITIC Heavy Industries, which has transitioned from traditional manufacturing to a comprehensive industrial giant [3] Group 3: Emerging Industries - Emerging industries in Henan are rapidly developing, with strategic policies focusing on seven key emerging industries and 28 priority industrial chains, leading to a significant increase in the contribution of these sectors to the economy [7][8] - Companies like Hanwei Technology and Shijia Photon are leading the charge in sensor and semiconductor industries, respectively, establishing a robust industrial ecosystem and breaking foreign monopolies [8][9] - The strategic focus on new industries has resulted in a 2.4 percentage point increase in the share of strategic emerging industries in Henan's industrial output, reaching 24.8% [10] Group 4: Future Industry Planning - The "Action Plan" released in August outlines ambitious goals for the development of strategic emerging industries, targeting an annual growth of over 11% and a significant increase in the share of these industries in the overall industrial output by 2027 [11] - Companies like Yutong Bus are playing a pivotal role in the development of the new energy vehicle supply chain, fostering collaboration with over 290 local suppliers to create a self-sustaining ecosystem [12] - The focus on innovation and technology in future industries is supported by government policies aimed at enhancing capital market engagement and facilitating mergers and acquisitions [14][15]

2015年的定向增发堪称关键布局。公司通过发行股份收购唐山开诚80%股权，快速切入特种机器人领 域，搭建起高端智能装备的核心平台。这一举措不仅拓展了业务边界，更成为公司向智能化、数字化转 型的关键一步。 清晨的洛阳，中信重工（601608）新能源装备智能车间内，机械臂精准完成超大型锻件加工，AGV小 车有序转运零部件——这幅智能化生产图景的背后，是这家诞生于"一五"时期156项重点工程的重型装 备龙头，借助资本市场赋能，从"矿山机器厂"蜕变为全球稀缺的具备极限制造能力的先进装备制造企业 的生动实践。 作为河南装备制造的标杆，中信重工以资本为桥、创新为核，在技术突破、产业协同、全球布局的征程 上稳步前行，书写着资本市场赋能实体企业、助力河南高质量发展的精彩答卷。 资本赋能 破局技术攻坚 自2012年在上海证券交易所A股主板上市以来，中信重工坚持将资本市场作为推动高质量发展的战略平 台，持续聚焦主业、深耕实业，围绕国家重大需求开展核心技术攻关和产业升级。 如今，中信重工机器人产业已跻身行业第一梯队，形成"4+6+N"布局——攻克"中信微"操作系统、"中 信智"智能控制器等四大核心底座，打造人形、四足、轮式等六大机 ...