Investment Rating - The report maintains a "Market Perform" rating for the forklift industry, emphasizing the importance of lithium battery replacement and product export as key investment themes [1]. Core Insights - The forklift industry is experiencing a clear transition towards electrification, driven by increasing domestic demand and favorable policies. The focus is shifting towards safety regulations, emission controls, and digital supervision, which guide the industry's upgrade direction [4][11]. - The electrification of forklifts, particularly through lithium batteries, is identified as a primary growth driver. The advantages of electric forklifts include environmental friendliness, low noise, and low energy consumption, leading to increased penetration in high-demand sectors [4][38]. - The report highlights the competitive landscape, noting that domestic leaders are enhancing their core competitiveness through high-performance products and deepening international market presence. The industry is characterized by significant barriers to entry, including technology, brand, and distribution channels [4][29]. Summary by Sections 1. Domestic Demand and Market Overview - The forklift industry in China has seen rapid growth, with a projected 2024 sales volume of 1.45 million units, reflecting a year-on-year increase of 12.93% [18]. - The global forklift market is expected to reach 21.598 million units in 2024, with Asia accounting for 52.01% of sales [18][29]. - The competitive landscape is dominated by foreign companies, with the top three (CR3) holding approximately 53% market share in 2024 [29]. 2. Electrification and Lithium Battery Market - The report emphasizes that lithium batteries will lead the electrification transition, with electric forklifts expected to replace internal combustion models due to stricter environmental regulations [4][38]. - The market for electric forklifts is projected to grow significantly, with a compound annual growth rate (CAGR) of 4.16% from 2025 to 2030, reaching a market size of $71.85 billion [29]. 3. Investment Recommendations - The report suggests focusing on companies with lithium battery technology barriers and strong overseas channels, such as Hangcha Group, Anhui Heli, Zhongli Group, and Noli Group, which are expected to benefit from tightening environmental policies and the electrification wave [4][29].

中力股份1月16日大宗交易平台出现一笔成交，成交量193.10万股，成交金额6893.67万元，大宗交易成 交价为35.70元，相对今日收盘价折价14.16%。该笔交易的买方营业部为国泰海通证券股份有限公司绍 兴崇贤街证券营业部，卖方营业部为国泰海通证券股份有限公司杭州延安路证券营业部。 证券时报·数据宝统计显示，中力股份今日收盘价为41.59元，上涨4.87%，日换手率为4.88%，成交额为 3.19亿元，全天主力资金净流入2328.53万元，近5日该股累计上涨4.52%，近5日资金合计净流入1846.89 万元。 两融数据显示，该股最新融资余额为1.95亿元，近5日增加3211.41万元，增幅为19.68%。 据天眼查APP显示，浙江中力机械股份有限公司成立于2007年09月20日，注册资本40100万人民币。 （数据宝） 1月16日中力股份大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） ...

Group 1 - The engineering machinery sector increased by 1.68% on January 16, with Tietuo Machinery leading the gains [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] - Key stocks in the engineering machinery sector showed significant price increases, with Tietuo Machinery rising by 10.16% to a closing price of 29.16 [1] Group 2 - The engineering machinery sector saw a net inflow of 460 million yuan from main funds, while retail investors experienced a net outflow of 554 million yuan [2] - Major stocks like Sany Heavy Industry and Aidi Precision had varying performances in terms of fund flows, with Sany Heavy Industry seeing a net inflow of 225 million yuan from main funds [3] - Aidi Precision had a net inflow of approximately 75.6 million yuan from main funds but faced a net outflow of 44.8 million yuan from retail investors [3]

Core Viewpoint - The Hong Kong Stock Exchange announced the inclusion of 53 ETFs and 4 stocks into the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect, effective January 19, 2026, enhancing investment opportunities in the Chinese market [1][2][3][4][5][6][7][8][9][10][11]. Shanghai-Hong Kong Stock Connect - 53 ETFs including CICC CSI 300 ETF (510320) and CICC CSI A500 ETF (512080) will be included [1][2]. - Notable stocks added include Zhongli Co., Ltd. (603194) and Lianyun Technology (688449) [1][7]. Shenzhen-Hong Kong Stock Connect - 43 ETFs such as Free Cash Flow ETF (159201) and ChiNext ETF Dongcai (159205) will be included [1][2][3][4][5][6][7][8][9][10][11]. - Stocks added include Hai'an Group (001233) and China Uranium Industry (001280) [1][7]. Effective Date - All changes will take effect on January 19, 2026 [1][2][3][4][5][6][7][8][9][10][11].

Core Viewpoint - The Hong Kong Stock Exchange announced the inclusion of 53 ETFs and 4 stocks into the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect, effective January 19, 2026, enhancing investment opportunities in the Chinese market [1]. Group 1: Shanghai-Hong Kong Stock Connect - 53 funds including the CSI 300 ETF (510320) and the A500 ETF (512080) will be added to the Shanghai-Hong Kong Stock Connect [1][2]. - The stocks included are Zhongli Co., Ltd. (603194) and Lianyun Technology (688449) [1][8]. Group 2: Shenzhen-Hong Kong Stock Connect - 43 funds including the Free Cash Flow ETF (159201) and the ChiNext ETF (159205) will be added to the Shenzhen-Hong Kong Stock Connect [1][9]. - The stocks included are Hai'an Group (001233) and China Uranium Corporation (001280) [1][13].

证券日报网讯 1月14日，中力股份在互动平台回答投资者提问时表示，为确保全体投资者能够公平获取 公司信息，依据相关规定，公司会在定期报告中披露对应期末时点的股东人数。若需要查阅非定期报告 时点的股东人数，请将本人持股证明以及有效身份证扫描件发送至公司邮箱epir@ep-ep.com。公司在核 实股东身份后，将及时予以回复。 （编辑 任世碧） ...

Group 1 - Shoukai Co. achieved a signed area of 125.72 million square meters and a signed amount of 17.845 billion yuan in 2025 [1] - Tongda Hai expects a net loss for the year 2025 [2] - Jiuri New Materials' subsidiary has entered the trial production phase for a project with an annual capacity of 350 tons of hydroxy ketone [3] Group 2 - Jixin Technology's shareholder plans to reduce their stake by up to 1% [4] - Fulai New Materials received approval from the CSRC for a stock issuance [5] - Yaqi International plans to sign a strategic cooperation framework agreement with Zhongnong Holdings [6] Group 3 - Sanwei Co.'s controlling shareholder plans to transfer up to 5.10% of shares [7] - Lekai Film's subsidiary plans to invest 97.6675 million yuan in a TAC functional film production line [8] - China Power Construction's subsidiary signed two major contracts totaling approximately 15.589 billion yuan [9] Group 4 - Shunhao Co. plans to increase its investment in a subsidiary by 74.98 million yuan [10] - Jieneng Wind Power reported a cumulative power generation of 12.417 billion kWh in 2025, a year-on-year increase of 1.43% [11] - Zhongjian Technology's H-share issuance application has been accepted by the CSRC [12] Group 5 - Hendi Pharmaceutical expects a net profit decrease of 57.4% to 66.14% in 2025 [13] - Haopeng Technology anticipates a net profit increase of 113.69% to 141.09% in 2025 [14] - Lingang Co. expects a net loss of 1.45 billion to 1.67 billion yuan in 2025 [15] Group 6 - Chuan Investment Energy reported a cumulative power generation of 6.627 billion kWh in 2025, a year-on-year increase of 13.85% [16] - Tengyuan Cobalt expects a net profit increase of 50.02% to 69.87% in 2025 [17] - Huazhi Jie plans to repurchase shares worth 30 million to 50 million yuan [18] Group 7 - Opto has won a bid for a 120 million yuan project from GoerTek [19] - Shanghai Construction reported a new contract amount of 252.942 billion yuan in 2025, a year-on-year decrease of 34.98% [20] - Hangfa Control expects a net profit decrease of 52.02% to 58.02% in 2025 [22] Group 8 - Shimao Energy is planning a change in control and will continue to suspend trading [23] - Shenwan Hongyuan Securities received approval for a bond issuance of up to 60 billion yuan [24] - Jingjiawei signed a strategic cooperation letter of intent with Jing'an Technology [25] Group 9 - Pianzaihuang completed the first subject enrollment for a clinical trial of a new drug [26] - Placo's subsidiary received a new veterinary drug registration certificate [27] - Zhongli Co. plans to reduce its stake by up to 0.75% [28] Group 10 - Solar Energy received renewable energy subsidies of 3.318 billion yuan in 2025, a year-on-year increase of 142.9% [29] - Palm Co. has filed a lawsuit to recover 144 million yuan in project payments [30][31] - Yongjin Co. plans to invest 2.658 billion yuan in a new stainless steel project [32] Group 11 - BAIC Blue Valley plans to increase its stake by 14.5 million to 16.4 million yuan [33] - Lingyun Light's stock issuance application has been approved by the CSRC [34] - Hongbo New Materials expects a net loss in 2025 [35] Group 12 - Shanghai Pharmaceuticals received approval for the listing of a new antifungal drug [36] - Changjiang Electric reported a net profit of 34.167 billion yuan in 2025, a year-on-year increase of 5.14% [37] - Weilan Bio received a new veterinary drug registration certificate [38] Group 13 - Pingzhi Information's subsidiary is expected to win a procurement project worth approximately 37.5884 million yuan [39]

（记者 贾运可） 每经头条（nbdtoutiao）——"春节也要加班，抢在4月1日前交货"！有光伏企业在抢出口，也有企业很 纠结：白银等原材料成本激增，决策困难 每经AI快讯，中力股份1月13日晚间发布公告称，公司近日收到股东湖州中提升企业管理合伙企业（有 限合伙）的《关于股份减持计划的告知函》，因其自身经营发展需要，湖州中提升企业管理合伙企业 （有限合伙）计划自本公告披露之日起15个交易日后的3个月内通过集中竞价交易方式减持公司股份数 量不超过300万股，减持比例不超过公司股份总数的0.75%，减持价格不低于发行价。此外，如公司在 减持计划实施期间发生派发红利、送红股、转增股本、增发新股或配股等股本变动、股本除权除息事项 的，减持计划将进行相应调整。 ...

公司近日收到股东湖州中提升企业管理合伙企业（有限合伙）的《关于股份 减持计划的告知函》，因其自身经营发展需要，湖州中提升企业管理合伙企业（有 限合伙）计划自本公告披露之日起 15 个交易日后的 3 个月内通过集中竞价交易 方式减持公司股份数量不超过 3,000,000 股，减持比例不超过公司股份总数的 0.75%，减持价格不低于发行价（公司上市后发生派息、送股、转增股本等除权 除息事项的，须按照中国证券监督管理委员会、上海证券交易所的有关规定调整）。 此外，如公司在减持计划实施期间发生派发红利、送红股、转增股本、增发新股 或配股等股本变动、股本除权除息事项的，减持计划将进行相应调整。 一、减持主体的基本情况 证券代码：603194 证券简称：中力股份 公告编号：2026-001 浙江中力机械股份有限公司 关于股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 股东持股的基本情况： 截至本公告日，浙江中力机械股份有限公司（以下简称"公司"或"发行人"） 股东湖州中提升企业管理合伙企业（ ...

人民财讯1月13日电，中力股份（603194）1月13日公告，湖州中提升企业管理合伙企业(有限合伙)持有 公司4.49%股份，计划通过集中竞价交易方式减持公司股份不超过300万股，减持比例不超过公司股份 总数的0.75%。 ...