近日，中信重工（601608）(601608.SH)自主研发的全新自清洁光伏玻璃产品正式发布，标志着公司在 高性能光伏玻璃领域实现重要突破。这一成果不仅填补了光伏组件在长期运行中清洁与维护上的关键痛 点，更为行业绿色低碳发展注入了新的技术动能。 应用前景广阔，助力绿色发展 此次研发由中信重工联合多家研发机构共同攻关，以超细纳米材料为核心，突破了关键工艺瓶颈，实现 了从技术验证到规模化生产的全流程自主掌控。在"双碳"战略和绿色低碳发展背景下，自清洁光伏玻璃 的应用前景十分广阔。除光伏电站外，该产品还可拓展至高层建筑幕墙、轨道交通及汽车玻璃等多个场 景，推动更广泛的节能与环保实践。 技术创新突破，性能表现优异 中信重工方面表示，公司将以此次发布为契机，继续秉承"创新引领、绿色发展"的理念，持续优化产品 性能，加快新材料技术在全球范围的应用与推广。未来，中信重工将不断强化核心技术优势，以创新驱 动助推清洁能源产业升级，为建设资源节约型、环境友好型社会贡献更多力量。(秦声) 据了解，自清洁光伏玻璃通过在表面涂覆特殊功能涂层，使灰尘和液体污渍难以附着，并可在雨水或清 水冲刷下轻松去除。与传统光伏玻璃相比，该产品显著提升 ...

中信重工在互动平台表示，公司研制的水下ROV-O300I水下机器人综合了机械设计、高性能水下动力装 置、智能控制、水下摄像、声呐探测、水下定位等领先技术，主要服务于安全搜救、能源产业、海工作 业、海底石油管道和海底光缆检测、水下目标搜寻、养殖等领域。该产品为非标定制型产品，根据客户 订单需求进行生产，尚未形成批量化，产品占营收的比重不高。 ...

格隆汇9月4日丨中信重工(601608.SH)在互动平台表示，公司研制的水下ROV-O300I水下机器人综合了机械设计、高性能水下动力装置、智能控 制、水下摄像、声呐探测、水下定位等领先技术，主要服务于安全搜救、能源产业、海工作业、海底石油管道和海底光缆检测、水下目标搜寻、 养殖等领域。该产品为非标定制型产品，根据客户订单需求进行生产，尚未形成批量化，产品占营收的比重不高。未来，公司将结合国家海洋战 略需求，持续关注深海科技发展趋势，深化技术科技攻关，推动相关装备的产业化应用。 （原标题：中信重工(601608.SH)：研制了水下ROV-O300I水下机器人） ...

9月4日，中信重工盘中下跌2.11%，截至13:39，报5.11元/股，成交2.78亿元，换手率1.18%，总市值 234.02亿元。 截至6月30日，中信重工股东户数13.49万，较上期减少16.02%；人均流通股33732股，较上期增加 19.07%。2025年1月-6月，中信重工实现营业收入39.81亿元，同比增长2.35%；归母净利润2.03亿元，同 比增长6.39%。 分红方面，中信重工A股上市后累计派现10.99亿元。近三年，累计派现3.04亿元。 机构持仓方面，截止2025年6月30日，中信重工十大流通股东中，华夏中证机器人ETF（562500）位居 第五大流通股东，持股4100.96万股，相比上期增加751.00万股。南方中证500ETF（510500）位居第七 大流通股东，持股2712.51万股，相比上期增加390.50万股。香港中央结算有限公司位居第八大流通股 东，持股2361.58万股，相比上期减少1005.59万股。 责任编辑：小浪快报 资金流向方面，主力资金净流出3526.75万元，特大单买入3294.58万元，占比11.83%，卖出5132.33万 元，占比18.43%；大单买入6 ...

Core Viewpoint - The report highlights the rapid growth of the special robot industry, with a projected global market size of $14 billion in 2024 and a compound annual growth rate (CAGR) of 20.68% over the past five years, expected to reach $15.4 billion by 2025 [1][3]. Industry Overview - Special robots are designed to replace or assist humans in dangerous, heavy, or complex tasks, significantly improving efficiency and safety [2]. - These robots are highly specialized and intelligent, equipped with advanced sensors, processors, communication technologies, and algorithms for efficient autonomous or remote operations [2]. - The special robot market in China is projected to reach 24.6 billion yuan in 2024, with a CAGR of 27.17% over the past five years, expected to grow to 27.1 billion yuan by 2025 [3]. Investment Trends - The special robot sector is attracting increasing attention from investment institutions, with a rise in the number of related companies being registered annually [4]. - In 2024, there were 30 investment events in China's special robot sector, amounting to 2.752 billion yuan, with 14 events and 681 million yuan in the first quarter of 2025 [5]. - The number of registered special robot companies peaked in 2023 at 24,600, indicating a transition from rapid growth to high-quality development [5]. Company Developments - **Jingye Intelligent**: Launched the "Wolf 2" product, a quadruped robot designed for high-risk nuclear industry applications, successfully completing test flights and inspections [6]. - **Construction Industry**: Focused on integrating mechanization, information technology, and intelligence in product development, while also transitioning towards the new energy vehicle sector [7]. - **Yijiahe**: Developed a product system combining high-value special robots and intelligent operation tools, expanding collaborations across various industries [8]. - **New Equipment**: Engaged in high-end equipment manufacturing, focusing on military and civilian applications of intelligent special equipment [8]. - **Zhaowei Electromechanical**: Introduced an industrial-grade product featuring unique single-joint drive technology, suitable for various complex operational environments [9]. - **CITIC Heavy Industries**: Developed an intelligent explosion-proof robot, recognized as a "national manufacturing single champion," with some firefighting robots already exported [9]. - **Robots**: Successfully applied a mud retrieval robot in nuclear decommissioning, reducing environmental safety risks [9].

中信股份(00267)公布，中信重工(601608.SH)董事会于近日收到郝兵先生、熊国源先生的辞任函。郝兵 先生因担任中信集团"星河"行动首席科学家申请辞去公司副总经理职务，郝兵先生辞去公司副总经理 后，将继续赋能公司科技创新工作;熊国源先生因到龄退休，申请辞去公司副总经理职务，熊国源先生 辞去公司副总经理职务后，不再担任公司任何职务。 ...

Group 1 - CITIC Limited (00267) announced the resignation of two executives from CITIC Heavy Industries (601608.SH) [1] - Mr. Hao Bing resigned from the position of Deputy General Manager to focus on his role as Chief Scientist for CITIC Group's "Xinghe" initiative, while continuing to support the company's technological innovation efforts [1] - Mr. Xiong Guoyuan resigned due to retirement and will no longer hold any position within the company after stepping down as Deputy General Manager [1]

证券代码：601608 证券简称：中信重工 公告编号：临 2025-047 中信重工机械股份有限公司 关于公司副总经理辞任的公告 中信重工机械股份有限公司（以下简称"公司"）董事会于近日 收到郝兵先生、熊国源先生的辞任函。郝兵先生因担任中信集团"星 河"行动首席科学家申请辞去公司副总经理职务，郝兵先生辞去公司 副总经理后，将继续赋能公司科技创新工作；熊国源先生因到龄退休， 申请辞去公司副总经理职务，熊国源先生辞去公司副总经理职务后， 不再担任公司任何职务。根据《公司法》《公司章程》等相关规定， 其提交的辞任函自送达董事会之日起生效。截至本公告日，郝兵先生、 熊国源先生未持有公司股份。 郝兵先生、熊国源先生在担任公司副总经理期间，恪尽职守、勤 勉尽责，在推进国家重大专项、强化科研技术攻关、优化信息化智能 化体系、拓展特种材料产业、实施技术升级改造、精益供应链管理等 方面作出了突出贡献。公司董事会对郝兵先生、熊国源先生的辛勤付 出，及其为公司发展做出的重要贡献表示衷心感谢。 董事会 2025 年 8 月 30 日 特此公告。 中信重工机械股份有限公司 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 ...

Core Viewpoint - The company reported a recovery in performance for the first half of 2025, with revenue and net profit showing positive growth compared to the previous year [1][2]. Financial Performance - In H1 2025, the company achieved revenue of 3.98 billion yuan, a year-on-year increase of 2.4%, and a net profit attributable to shareholders of 200 million yuan, up 6.4% year-on-year [1]. - For Q2 2025, the company recorded revenue of 1.79 billion yuan, reflecting a 4.4% year-on-year growth, and a net profit of 110 million yuan, which is a 10.9% increase year-on-year [1]. Profitability Analysis - The company's gross profit margin for H1 2025 was 19.4%, a decrease of 1.5 percentage points year-on-year, primarily due to declines in the gross margins of special materials and robotics and intelligent equipment [2]. - The net profit margin improved to 5.0%, an increase of 0.2 percentage points year-on-year, indicating stable performance [2]. Segment Performance - The mining and heavy equipment segment generated revenue of 2.24 billion yuan, a decline of 21.7% year-on-year, accounting for 56.2% of total revenue, but with an improved gross margin of 25.2%, up 4.0 percentage points [3]. - The new energy equipment business saw significant growth, achieving revenue of 810 million yuan, a remarkable increase of 765.4% year-on-year, representing 20.4% of total revenue, although its gross margin decreased to 5.1% [3]. - The special materials segment reported revenue of 730 million yuan, a 13.4% increase year-on-year, with a gross margin of 15.2%, down 2.3 percentage points [3]. - The robotics and intelligent equipment segment faced challenges, with revenue of 210 million yuan, a decline of 30.4% year-on-year, and a gross margin of 29.1%, down 2.2 percentage points [3]. Strategic Developments - The company is strengthening its coal mine intelligent equipment and expanding into non-coal mining and international markets for special robots, including new contracts for inspection robots [4]. - The company is accelerating the development of its "4+6+N" robotics industry system, enhancing its robotics and intelligent equipment business [4]. Profit Forecast and Valuation - The profit forecasts for 2025 and 2026 have been revised down to 430 million yuan (a 37.0% decrease) and 540 million yuan (a 36.7% decrease), respectively, with a new forecast of 660 million yuan for 2027 [4]. - The current stock price corresponds to PE valuations of 56, 45, and 37 times for 2025, 2026, and 2027, respectively, highlighting the company's unique position in high-end heavy manufacturing [4].

Investment Rating - The report maintains an "Accumulate" rating for the company [5] Core Views - The company's performance has shown a short-term recovery, with a notable rebound in revenue from the new energy equipment sector, contributing to a growth in core earnings [2][3] - The company is positioned as a rare player in the heavy equipment manufacturing sector, with a stable upward trend in operations [8] Summary by Sections Financial Performance - In H1 2025, the company achieved revenue of 3.98 billion yuan, a year-on-year increase of 2.4%, and a net profit attributable to shareholders of 200 million yuan, up 6.4% year-on-year [1] - The gross profit margin for H1 2025 was 19.4%, a decrease of 1.5 percentage points year-on-year, while the net profit margin was 5.0%, an increase of 0.2 percentage points [2] Revenue Breakdown - The mining and heavy equipment segment generated revenue of 2.24 billion yuan, a decline of 21.7% year-on-year, but the gross margin improved by 4.0 percentage points to 25.2% [3] - The new energy equipment business saw revenue soar to 810 million yuan, a staggering increase of 765.4% year-on-year, with a gross margin of 5.1% [3] - Special materials revenue reached 730 million yuan, up 13.4% year-on-year, while the robotics and intelligent equipment segment generated 210 million yuan, down 30.4% year-on-year [3] Business Development - The company is strengthening its intelligent equipment for coal mines and expanding into non-coal mining and international markets, including new contracts for inspection robots [4] - The robotics and intelligent equipment business is evolving with a comprehensive industry system, enhancing its market presence [4] Profit Forecast and Valuation - The profit forecast for 2025-2026 has been adjusted downwards to 430 million yuan and 540 million yuan, respectively, with a new estimate for 2027 at 660 million yuan [4] - The current stock price corresponds to PE ratios of 56, 45, and 37 for 2025-2027 [4]