EF001 免責聲明 | 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因 | | | --- | --- | | 公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 | | | 股票發行人現金股息公告 | | | 發行人名稱 | 中聯重科股份有限公司 | | 股份代號 | 01157 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 | 截至2025年6月30日止六個月之中期股息 | | 公告日期 | 2025年8月29日 | | 公告狀態 | 新公告 | | 股息信息 | | | 股息類型 | 中期（半年期） | | 股息性質 | 普通股息 | | 財政年末 | 2025年12月31日 | | 宣派股息的報告期末 | 2025年6月30日 | | 宣派股息 | 每 股 0.2 RMB | | 股東批准日期 | 有待公佈 | | 香港過戶登記處相關信息 | | | 派息金額及公司預設派發貨幣 | 有待公佈 | | 匯率 | 有待公佈 | | 除淨日 | 有 ...

人民财讯8月29日电，中联重科（000157）8月29日晚间披露半年报，2025年上半年，公司实现营业收入 为248.55亿元，同比增长1.3%；归母净利润27.65亿元，同比增长20.84%；基本每股收益0.32元；拟每10 股派发现金红利2元(含税)。 ...

格隆汇8月29日丨中联重科(000157.SZ)公布2025年半年度报告，上半年公司实现营业收入248.55亿元， 同比增长1.30%；归属于上市公司股东的净利润27.65亿元，同比增长20.84%；归属于上市公司股东的扣 除非经常性损益的净利润19.25亿元，同比增长30.08%；基本每股收益0.32元；拟向全体股东每10股派 发现金红利2.00元(含税)。 ...

Group 1 - The company announced a revenue of 24.855 billion yuan for the first half of 2025, representing a year-on-year growth of 1.30% [1] - The net profit for the same period was 2.765 billion yuan, showing a year-on-year increase of 20.84% [1] - The company plans to distribute a cash dividend of 2 yuan (including tax) for every 10 shares to all shareholders [1]

Investment Rating - The industry is rated as "Positive" for the next 12 months, expecting a growth rate exceeding 10% compared to the CSI 300 index [38] Core Views - Excavator sales maintained a strong recovery in July, with significant growth in both domestic and international markets. The demand for construction machinery is expected to continue due to favorable policies such as water conservancy projects and urban renewal actions. Additionally, the reduction of tariff disturbances in major global regions will enhance the cost-performance advantage of domestic construction machinery [3][30] - The recent launch of NVIDIA's new robot computing platform, Jetson Thor, has significantly improved performance and energy efficiency compared to its predecessor. This advancement is seen as a critical phase for the industry, enabling humanoid robots to achieve higher levels of autonomy and control capabilities. Continuous attention to investment opportunities in the supply chain is recommended [3][30] Industry News - The tower crane utilization rate in July was 57.2%, an increase of 0.3 percentage points from the previous month [10] - The national construction machinery operating rate in July was 44.43%, with a month-on-month increase of 4.44% [10] - The U.S. has included mobile cranes, bulldozers, and other heavy equipment in its steel and aluminum tariff list, which may impact the industry [10] Company Announcements - Huichuan Technology reported a 40.15% year-on-year increase in net profit for the first half of 2025 [18] - Sany Heavy Industry announced a 46.00% year-on-year increase in net profit for the first half of 2025 [19] - Zhongdali De reported a 6.50% year-on-year increase in net profit for the first half of 2025 [20] Market Review - From August 20 to August 26, 2025, the CSI 300 index rose by 5.43%, while the machinery equipment industry increased by 2.90%, underperforming the CSI 300 by 2.53 percentage points [21] - As of August 26, 2025, the TTM P/E ratio for the machinery equipment industry was 31.40 times, with a valuation premium of 135.94% compared to the CSI 300 [22]

最近几年，中国挖掘机出口量大增。 2012年，年出口量只有1.49万台；2022年，年出口量达到了10.95万台。 十年间，增长了近十倍。 中国历年挖掘机出口量 比如徐工研发生产的700吨液压挖掘机，重700吨，长23.5米，高9.44米，宽9.09米，一铲斗能挖起60吨的物料。 中国挖掘机除了实现国产化，更重要的是在技术创新上走在世界前列。 数据来源：中国工程机械工业协会 制图：中商情报网 此前，液压元件一度被德国、日本、美国、韩国等国家垄断。 中国挖掘机，是如何成功出海的？ 一是技术突破，问鼎一流。 30年前，挖掘机基本上都是国外的产品作为主导。 中国只能依赖进口，受制于人的后果是，中国想制造多少台挖掘机，自己说了不算，而是由国外零部件企业控制。 中国不仅拿不出可以媲美的产品，甚至在关键部件、关键技术上被卡脖子。 从2011年开始，中国企业实现了液压元件的国产化，并能开发出全球种类最全的挖掘机液压元件，支撑中国挖掘机轰鸣向前。 就拿液压元件来说，这是挖掘机械的核心零部件。 从微型、小型、中型、大型到超大型，应有尽有，可以满足海外客户的各种需求。 700吨液压挖掘机 这台庞然大物，首次实现了我国在超大型液压 ...

Core Viewpoint - Zhonglian Heavy Industry's stock price has shown fluctuations, with a recent decline of 2.09% and a year-to-date increase of 8.23% [1][2]. Group 1: Stock Performance - As of August 27, Zhonglian Heavy Industry's stock price was 7.50 CNY per share, with a market capitalization of 648.64 billion CNY [1]. - The stock has experienced a 0.00% change over the last 5 and 20 trading days, while it increased by 11.11% over the last 60 days [2]. Group 2: Financial Performance - For the first quarter of 2025, Zhonglian Heavy Industry reported a revenue of 121.17 billion CNY, representing a year-on-year growth of 2.92%, and a net profit attributable to shareholders of 14.10 billion CNY, which is a significant increase of 53.98% [2]. Group 3: Shareholder Information - As of March 31, 2025, the number of shareholders for Zhonglian Heavy Industry was 262,200, reflecting a 1.00% increase from the previous period [2]. - The company has distributed a total of 288.80 billion CNY in dividends since its A-share listing, with 80.13 billion CNY distributed over the last three years [3]. Group 4: Institutional Holdings - The largest circulating shareholder as of March 31, 2025, was Hong Kong Central Clearing Limited, holding 233 million shares, which is a decrease of 61.66 million shares from the previous period [3].

Core Insights - The Ministry of Industry and Information Technology has announced the "2025 5G Factory Directory," which includes 560 projects across 48 industries, with a notable increase in the number of factories from Changsha [1] Group 1: 5G Factory Developments - Seven factories from Changsha have been selected, including those from Shanhe Intelligent, Zoomlion, Xibang International, SANY, ZTE, Hengmao Information, and China Electronics [1] - The selected factories are primarily in specialized equipment manufacturing, automotive manufacturing, and computer, communication, and other electronic equipment manufacturing, showcasing high technological intensity and strong industrial synergy [1] Group 2: Technological Advancements - The Zoomlion Pumping Machinery 5G Smart Factory utilizes the self-developed Zhongke Cloud Valley Industrial Internet platform to achieve end-to-end digital integration, enhancing production intelligence and efficiency [2] - The factory has implemented eight key business scenarios supported by 5G infrastructure, resulting in an 80% improvement in welding penetration rates and a 99% fulfillment rate for automated material delivery [2] Group 3: Operational Efficiency - Hengmao Information's 5G factory has improved production efficiency and management, with a reported 81% reduction in after-sales inventory levels and a 15% decrease in operational costs due to the implementation of 5G technology [2] - The use of industrial internet platforms has allowed for deeper data analysis, leading to enhanced quality, cost, and delivery improvements [3] Group 4: Industry Impact - Since 2023, the Ministry has been selecting 5G factories for three consecutive years, with over 1,000 factories selected, significantly promoting the transformation and upgrading of traditional industries [3]

Group 1 - The core viewpoint of the news is that Zoomlion Heavy Industry Science and Technology Co., Ltd. (中联重科) has shown positive financial performance in the first quarter of 2025, with significant growth in net profit and revenue [1][3] - As of August 25, 2025, the company's stock price closed at 7.66 yuan, reflecting a 1.59% increase, with a trading volume of 1.0553 million hands and a transaction amount of 803 million yuan [1] - The company reported total operating revenue of 12.117 billion yuan for Q1 2025, a year-on-year increase of 2.92%, and a net profit attributable to shareholders of 1.410 billion yuan, up 53.98% year-on-year [1] Group 2 - The company has a liquidity ratio of 1.735 and a quick ratio of 1.220, indicating a strong short-term financial position [1] - The asset-liability ratio stands at 53.08%, suggesting a balanced approach to leveraging [1] - Zoomlion has made investments in 104 companies and participated in 5,000 bidding projects, showcasing its active engagement in the market [2]

Core Viewpoint - The Chinese construction machinery industry is undergoing a significant digital and green transformation, with companies like Zoomlion leading the way in autonomous and intelligent construction equipment [1] Group 1: Technological Advancements - The operation of concrete pump trucks has been simplified to a single joystick control, reducing the complexity from seven handles to one, enhancing precision and safety [2] - Zoomlion's autonomous construction equipment includes various machines such as concrete pump trucks, cranes, and excavators, all capable of self-operation and coordination [3] - The transition to electric-powered machinery has resulted in quieter operations, contributing to a more pleasant working environment [3] Group 2: Efficiency and Productivity - The implementation of intelligent construction systems has led to a 90% reduction in task briefing time, a 28% decrease in waiting time, and a 30% shortening of construction cycles, with labor efficiency increasing by 300% [5] - The integration of AI models is being explored to enable machines to autonomously interpret and execute tasks based on natural language commands [5] Group 3: Safety and Worker Welfare - The shift towards automation and intelligent machinery aims to enhance worker safety by removing them from hazardous environments, allowing them to focus on higher-skilled tasks [6] - The development of smart mining solutions has significantly improved safety and efficiency in extreme working conditions, such as those found in northern metal mines [6] Group 4: Future Outlook - Upcoming major projects, such as the Yaxia Hydropower Station and the New Tibet Railway, will require advanced construction techniques in challenging environments, emphasizing the need for green and digital solutions [6]