公司回答表示：尊敬的投资者，您好！盾构机上碳化钨材料主要应用于刀盘刀具耐磨部位，具体重量与 设备类型、设备直径、刀具配置相关。 金融界8月1日消息，有投资者在互动平台向铁建重工提问：请问公司单个盾构机需要用到多少碳化钨材 料？是网上传的300公斤吗？ ...

证券之星消息，7月31日工程机械板块较上一交易日下跌1.75%，恒立钻具领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。工程机械板块个股涨跌见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002685 | 华东重机 | 1.77 | 16.49% | -7968.42万 | -7.42% | -9730.03万 | -9.06% | | 603273 | 天元智能 | 1.43 Z | 31.42% | -9306.72万 | -20.44% | -4995.12万 | -10.97% | | 600031 | 三重工 | 5753.81万 | 3.76% | -1.01亿 | -6.59% | 4340.16万 | 2.83% | | 605389 | 长龄液压 | 2906.05万 | 13.52% | -1788.58万 | -8.32% ...

Core Viewpoint - China Railway Construction Heavy Industry Group Co., Ltd. announced a cash dividend of RMB 0.085 per share for the 2024 fiscal year, approved at the annual shareholders' meeting on June 19, 2025 [1][6]. Summary by Sections Dividend Distribution - The total cash dividend distribution amounts to RMB 453,347,245 based on a total share capital of 5,333,497,000 shares [3][5]. - The dividend will be distributed to all shareholders registered with China Securities Depository and Clearing Corporation Limited, Shanghai Branch, as of the close of trading on the registration date [2]. Implementation Method - The dividends for unrestricted circulating shares will be distributed through the clearing system of China Securities Depository and Clearing Corporation Limited, Shanghai Branch [3]. - Shareholders who have completed designated transactions can receive their cash dividends at their designated securities business department on the payment date [3]. Taxation on Dividends - For individual shareholders holding unrestricted circulating shares for over one year, the cash dividend of RMB 0.085 per share is exempt from personal income tax [7]. - For shares held for one year or less, the company will not withhold personal income tax at the time of distribution; tax will be calculated based on the holding period when the shares are sold [7]. - Qualified Foreign Institutional Investors (QFII) will have a 10% corporate income tax withheld, resulting in a net cash dividend of RMB 0.0765 per share [8]. - Hong Kong market investors will also receive a net cash dividend of RMB 0.0765 per share after a 10% withholding tax [8]. - Other institutional investors and corporate shareholders will receive the gross cash dividend of RMB 0.085 per share, responsible for their own tax declarations [9].

Core Viewpoint - The company announced a cash dividend distribution plan, with a payout of RMB 0.085 per share, totaling RMB 453,347,245, approved at the annual shareholders' meeting on June 19, 2025 [1] Dividend Distribution Plan - The cash dividend of RMB 0.085 per share is based on a total share capital of 5,333,497,000 shares [1] - The dividend will be distributed to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shanghai Branch, after the market closes on the registration date [1] Taxation on Dividends - For individual shareholders holding shares for over one year, the dividend income is exempt from personal income tax, resulting in an actual cash dividend of RMB 0.085 per share [2] - For shares held for one year or less, the company will not withhold personal income tax at the time of distribution; however, tax liabilities will be calculated and deducted by the securities company [2] - The actual tax burden varies based on the holding period, with a 20% tax for holdings of one month or less, and a 10% tax for holdings between one month and one year [2] Distribution to Foreign Investors - Qualified Foreign Institutional Investors (QFII) will have a 10% corporate income tax withheld, resulting in a net cash dividend of RMB 0.0765 per share [3] - Hong Kong market investors will also have a 10% tax withheld, leading to the same net cash dividend of RMB 0.0765 per share [4] - Other institutional investors and corporate shareholders will be responsible for their own tax declarations, with the company distributing the gross dividend amount [4]

证券日报网讯 7月30日晚间，铁建重工发布公告称，2024年年度权益分派方案为每股现金红利0.085元 （含税），股权登记日为2025年8月6日，除权（息）日为2025年8月7日。 （文章来源：证券日报） ...

证券代码：688425 证券简称：铁建重工 公告编号：2025-031 中国铁建重工集团股份有限公司 2024年年度权益分派实施公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： 每股现金红利0.085元 相关日期 | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/8/6 | 2025/8/7 | 2025/8/7 | 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 6 月 19 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称中国结算上海分公司）登记在册的本公司全体股东。 3. 分配方案： 本次利润分配以方案实施前的公司总股本5,333,497,000股为基数，每股派发 现金红利0.085元（含税），共计派发现金红利453,347,245元。 是否涉及差异化分红送转：否 每股分配比例 三、 相关日期 | 股权登记日 | ...

Core Insights - The Central State-Owned Enterprises Innovation-Driven Index (000861) has shown a 0.31% increase as of July 29, 2025, with notable stock performances from companies like Changfei Fiber (9.58% increase) and China Railway Construction Heavy Industry (5.43% increase) [3] - The Central State-Owned Enterprises Innovation-Driven ETF (515900) has risen by 0.32%, with a recent price of 1.55 yuan, and has accumulated a 3.77% increase over the past two weeks [3] - Market consensus remains focused on "low valuation cycle recovery" and "technology growth industry trends," with sector rotation intensifying [3] Performance Metrics - The Central State-Owned Enterprises Innovation-Driven ETF has seen a significant scale increase of 1.16 billion yuan over the past two weeks, ranking in the top quarter among comparable funds [4] - The ETF's net value has increased by 11.25% over the past year, with a maximum monthly return of 15.05% since inception [4] - The ETF has a year-to-date relative drawdown of 0.08%, with the fastest recovery time among comparable funds at 105 days [5] Fee and Tracking Precision - The management fee for the Central State-Owned Enterprises Innovation-Driven ETF is 0.15%, and the custody fee is 0.05%, both of which are the lowest among comparable funds [5] - The ETF has a tracking error of 0.038% over the past five years, indicating the highest tracking precision among comparable funds [5] Index Composition - The Central State-Owned Enterprises Innovation-Driven Index comprises 100 representative listed companies evaluated for innovation and profitability, with the top ten weighted stocks accounting for 34.87% of the index [5]

Investment Rating - The report maintains a "Recommended" investment rating for the industry [7] Core Viewpoints - The low-altitude economy is developing well, with strong support from government policies, particularly in emergency equipment and low-altitude applications [3][4] - The mechanical equipment sector is expected to maintain steady growth, driven by competitive advantages in exports and domestic demand [4] Weekly Market Review - From July 20 to July 25, 2025, the Shanghai Composite Index rose by 1.67%, the Shenzhen Component Index by 2.33%, and the ChiNext Index by 2.76%. The Shenwan Mechanical Equipment Index increased by 2.56%, outperforming the CSI 300 Index by 0.86 percentage points, ranking 16th among 31 Shenwan primary industries [12][14] - Sub-sectors such as general equipment, specialized equipment, rail transit equipment II, engineering machinery, and automation equipment saw respective increases of 2.32%, 1.98%, 3.02%, 5.34%, and 1.48% [12][15] Key Sector Tracking - The low-altitude economy sector is bolstered by various government initiatives, including the "Three-Year Action Plan for High-Quality Development of Emergency Equipment Industry in Hunan Province (2025-2027)", aiming for an industry revenue exceeding 100 billion yuan by 2027 [3][25] - The mechanical equipment sector is supported by a recent trade agreement between the US and Japan, which is expected to enhance the competitive position of domestic leading enterprises [4] Investment Recommendations - For the low-altitude economy, recommended companies include Deep City Transportation, Sujiao Science and Technology, Huasheng Group, and Nairui Radar [5] - In the mechanical equipment sector, recommended companies include Sany Heavy Industry, XCMG, and Anhui Heli for engineering machinery, and Huazhong CNC and Kede CNC for industrial mother machines [5]

机械设备行业资金流入榜 沪指7月28日上涨0.12%，申万所属行业中，今日上涨的有15个，涨幅居前的行业为国防军工、非银金 融，涨幅分别为1.86%、1.51%。机械设备行业今日上涨0.55%。跌幅居前的行业为煤炭、钢铁，跌幅分 别为2.60%、1.41%。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002097 | 山河智能 | 9.99 | 26.28 | 36408.16 | | 002278 | 神开股份 | 9.96 | 18.16 | 30029.54 | | 002611 | 东方精工 | 3.81 | 11.23 | 18324.71 | | 000680 | 山推股份 | 9.97 | 5.46 | 18145.33 | | 002008 | 大族激光 | 6.28 | 6.65 | 16138.45 | | 002837 | 英维克 | 4.23 | 3.88 | 15498.98 | | 600343 | 航天动力 | 7.30 | 10.77 | 8512.02 | ...

Group 1 - The railway fixed asset investment in June reached 113.8 billion, showing a year-on-year growth of 4.6%, indicating high industry prosperity despite a high base from the previous year [1] - From January to June, the total railway fixed asset investment was 355.9 billion, with a year-on-year increase of 5.5% [1] - The number of railway passengers reached 2.236 billion, reflecting a year-on-year growth of 6.7%, while freight volume was 25.58 million tons, up by 1.8% [1] Group 2 - The railway department has increased night high-speed trains to meet the rising passenger demand during the summer peak, with June passenger volume at 373 million, a 3.6% increase year-on-year [2] - The Chengdu-Chongqing high-speed railway is under construction and will operate at a speed of 400 km/h, reducing travel time between Chengdu and Chongqing to 50 minutes [2] Group 3 - Several rail transit equipment companies reported better-than-expected performance in the first half of the year, confirming the sector's prosperity, with China CNR expected to achieve a net profit of 6.722-7.562 billion, a growth of 60-80% [3] - Other companies like Siwei Control and Jinchuan Group also reported significant profit increases, with growth rates ranging from 45% to over 200% [3] Group 4 - The upcoming vehicle tenders are expected to see a significant increase, with the second half of the year projected to have a tender volume that may exceed expectations [4] - The total new railway line expected to be put into operation in the second half is around 2300 kilometers, following a modest 301 kilometers in the first half [4] Group 5 - The focus is recommended on vehicle equipment segments, with key suppliers such as China CNR and Siwei Control highlighted for their reliability in the upcoming peak and major repair years [5] - Other companies to watch include Times Electric, China Communications, and Jinchuang Group, among others, for their respective components and systems [5]