Core Insights - The event showcased new products and solutions from Zoomlion Heavy Industry, attracting global clients and resulting in a total order value of 1.1 billion yuan, which boosts the company's market expansion efforts for 2026 [1][3]. Product Launch - Zoomlion introduced the new 136-ton hybrid electric drive dump truck ZTE240HEV, featuring a powerful engine and large-capacity battery, achieving a 15% increase in power, 10% improvement in transport efficiency, and over 12% in overall energy savings [3]. - The truck's design includes a cast-welded torsion-resistant frame and a multi-mode braking system, enhancing reliability and safety in complex mining conditions [3]. Smart Mining Solutions - The company demonstrated its fully automated unmanned mining truck and smart mining supervision platform, receiving positive feedback from clients [5]. - The smart mining solution enables automated collaboration across the entire mining process, with advanced technologies such as 120 milliseconds low-latency remote control and intelligent obstacle avoidance for multiple mining trucks [5]. - The mining supervision platform features three core functions: "3D digital twin," "equipment health monitoring," and "operational precision statistics," providing visual, traceable, and manageable mining operations, thus opening new pathways for cost reduction and efficiency improvement [5]. Customer Engagement - At the event, over 20 star products from the earthmoving machinery sector were showcased, including the newly developed three-section arm narrow-body excavator ZE225GNB, designed for high adaptability and efficiency in complex working conditions [7]. - The excavator's compact width of 2.54 meters allows for compliant transportation, reducing costs, while its three-section arm design enhances operational range and efficiency in tight spaces [7]. - Customers engaged in interactive experiences with the equipment, leading to a significant strategic cooperation consensus, as evidenced by the 1.1 billion yuan in signed contracts, highlighting the global market appeal of Zoomlion's high-end equipment [7].

Core Insights - The global humanoid robot industry is predominantly led by China, which houses over 110 companies, accounting for more than 50% of the total 220 humanoid robot manufacturers worldwide [1] - China excels in hardware and integration segments, while the US leads in the "brain" segment, focusing on AI models and software [4][5] - China has filed approximately five times more humanoid robot patents than the US, with a total of 7,705 patents, indicating a strong emphasis on innovation and technology development [6] - The competition among China, the US, and Japan in the humanoid robot industry is characterized by distinct strategies and market focuses [9] Industry Overview - Major listed companies in China's humanoid robot sector include Huichuan Technology, Sanhua Intelligent Control, Lens Technology, Hengli Hydraulic, Top Group, Linying Intelligent Manufacturing, Zoomlion Heavy Industry, and Jinli Permanent Magnet [1] - The global humanoid robot industry is expected to reach a market size of 861 billion yuan by 2027, with China aiming for a fully controllable supply chain and over 70% localization of core components [9][11] Competitive Landscape - Chinese companies like Zhiyuan Robotics and UTree Technology are rapidly advancing in mass production and cost control, while US firms like Boston Dynamics and Tesla focus on core technology breakthroughs [11][12] - The strategic direction for Chinese firms includes low-cost strategies to expand into consumer and industrial markets, while US companies are investing heavily in AI and technology development [11] - Japan's approach is centered on precision manufacturing and specialized components, targeting healthcare and industrial applications [9][11] Patent and Innovation - China leads in humanoid robot patent applications, with 7,705 patents compared to the US's 1,561 and Japan's 1,102, showcasing its dominance in core technology areas [6] - The focus of Chinese patents includes body structure, intelligent perception, and drive control, indicating a comprehensive approach to technology development [6] Market Projections - By 2027, the humanoid robot market is projected to achieve significant growth, with China aiming for a market scale of 861 billion yuan and the US targeting over 40% of the global market share [9][11]

Core Viewpoint - The sales of excavators and loaders in January 2026 show significant growth, indicating a strong recovery in the domestic and international construction machinery market driven by major infrastructure projects and increasing demand for equipment upgrades [2][3][4]. Excavator Sales - In January 2026, a total of 18,708 excavators were sold, representing a year-on-year increase of 49.5%, with domestic sales reaching 8,723 units (up 61.4%) and exports totaling 9,985 units (up 40.5%) [2][3]. - The strong growth in domestic sales is attributed to a low base from the previous year due to the early Spring Festival, and upcoming projects in various sectors are expected to further boost demand [3]. - The export value of excavators in December 2025 was $1.277 billion, a month-on-month increase of 39.28%, and a year-on-year increase of 75.17% compared to December 2024 [3]. Loader Sales - In January 2026, a total of 11,759 loaders were sold, marking a year-on-year increase of 48.5%, with domestic sales of 5,293 units (up 42.8%) and exports of 6,466 units (up 53.4%) [2][4]. - The growth in domestic loader sales is driven by the commencement of major projects, such as the Yaxia Hydropower Station and the New Tibet Railway, which have increased demand for earth-moving equipment [4]. - The sales of electric loaders reached 2,990 units, with an electric penetration rate of 25.43%, indicating a growing acceptance of electric machinery in the market [4]. Company Performance - Liugong (000528) is projected to achieve a net profit of 1.526 billion to 1.659 billion yuan for 2025, reflecting a year-on-year growth of 15-25%, driven by stable demand in the domestic construction machinery sector [4]. - The company's growth strategy focuses on comprehensive solutions, digitalization, and globalization, aiming to optimize business combinations and reduce costs across the value chain [4]. Investment Recommendations - The report suggests focusing on companies with strong brand recognition, comprehensive product matrices, efficient cost management, and robust R&D capabilities, such as SANY Heavy Industry (600031), Zoomlion (000157), Liugong, Shantui (000680), and Hengli Hydraulic (601100) [5].

Core Insights - The sales of excavators in January 2026 are projected to reach 18,700 units, representing a year-on-year increase of 49.5% [1] - Domestic sales are expected to be 8,723 units, up 61.4% year-on-year, while exports are anticipated to be 9,985 units, reflecting a 40.5% increase [1] - The export volume of used machinery from October to December 2025 has shown significant growth, with increases of 69%, 80%, and 99% respectively, indicating effective clearance of existing equipment [1] Industry Outlook - According to Huatai Securities, the continuous rise in global copper prices is likely to boost demand for overseas mining machinery, supporting the growth of domestic leading manufacturers and component companies [1] - The engineering machinery sector is expected to experience a dual upward trend driven by both domestic and international factors, with key infrastructure projects and a potential recovery in real estate providing support for domestic demand [1] - Guotai Junan Securities highlights the strong performance of overseas markets during the current engineering machinery boom, with domestic companies focusing on Southeast Asia, Europe, and South America, indicating positive industry growth prospects [1] Related Companies - Key companies in the engineering machinery sector include China Longgong (03339), Sany Heavy Industry (600031), Sany International (00631), Zoomlion Heavy Industry (000157), and Zhongchuang Zhiling (601717) [2]

长沙晚报掌上长沙2月9日讯（全媒体记者 周斌）日前，数十台中联重科ZE215G挖掘机顺利交付新加坡当地客 户，将投入樟宜机场T5航站楼建设项目中。此次批量交付标志着中联重科土方机械在当地市场打开新局面。 据悉，新加坡樟宜机场被广泛认为是全球最美机场之一，并多次荣获"全球最佳机场"称号。樟宜机场T5航站楼项 目是新加坡有史以来最大的机场扩建项目，中联重科设备将在机场场地平整、基础开挖等关键环节发挥重要作 用，以中国智造实力为基础设施升级注入强劲动力。此次批量交付的ZE215G挖掘机，是中联重科针对海外市场需 求精心打造的明星机型，广受全球客户青睐和认可，其定制升级也高度契合该项目客户需求。 为了确保客户"购机无忧、用车放心"，在主机尚未运抵新加坡前，中联重科已将相关配套配件全部备妥，同时派 驻专业技术人员驻点服务，实现24小时快速响应，全方位保障设备持续稳定运行。"中联重科的专业态度、优质产 品和贴心服务，让我们对此次合作充满信心。相信这批挖掘机能高效完成各项作业任务，也期待未来能与中联重 科开展更深入、更广泛的合作。"新加坡客户代表表示。 关键词：长沙园区 新质生产力 >>我要举报 D ( "此次批量交付，是 ...

Investment Rating - The report rates the mechanical industry as "Overweight," indicating a positive outlook for the sector compared to the overall market performance [2][13]. Core Insights - The mechanical industry is expected to see stable performance with technological advancements leading to a value reversal. Key areas of growth include space photovoltaics, machine tools, robotics, and laser technology [4][7]. Summary by Sections Performance Forecast - The report predicts significant growth for 21 key tracked mechanical companies in Q4 2025, with notable forecasts such as Zoomlion (183%), DingTai High-Tech (179%), and Wolong Electric (82%) [4][5]. Space Photovoltaics - The commercial space sector is entering a new phase characterized by large-scale deployment and capability upgrades, leading to increased demand for space photovoltaics. The report highlights a projected super cycle in satellite manufacturing and launching over the next decade, driven by the need for satellite energy systems [4]. Machine Tools & Cutting Tools - The machine tool sector is expected to transition towards high-end, CNC, and intelligent manufacturing. The report anticipates a 9.7% increase in metal cutting machine production in 2025, with a strong focus on domestic production of core components [4][7]. - Cutting tool manufacturers are expected to benefit from rising raw material prices and increased domestic demand, with a focus on high-end product breakthroughs [4]. Robotics & Components - The humanoid robot industry is progressing towards commercialization, with significant developments expected in 2025. The report identifies three main trends: Tesla's humanoid robot iterations, global giants entering the robotics space, and various robot forms being deployed in practical applications [4]. Laser Technology - General laser technology is experiencing rapid growth due to advancements in high-power and specialized applications. The report recommends companies like Baichu Electronics and Dier Laser for investment [7]. Engineering Machinery - The report anticipates a resonance of domestic and foreign demand in 2026, driven by infrastructure projects and equipment upgrades. Key companies recommended include SANY Heavy Industry and XCMG [7]. Forklifts - The forklift market is projected to grow, with a 12.9% increase in total sales expected in 2025. The report emphasizes the trend towards automation and smart logistics in the industry [7]. Rail Transit Equipment - The report notes a strong demand for rail transit equipment, with a projected 6.0% increase in fixed asset investment in railways for 2025. Recommended companies include CRRC and Siwei Control [7].

华泰证券则表示，2026年工程机械有望演绎内外共振上行。雅鲁藏布江下游水电工程等重点基建项目的 陆续落地开工、地产的潜在复苏有望为内需提供支撑，同时全球金属价格持续上涨有望充分拉动海外矿 山机械需求，看好国产工程机械主机厂全球市占率的提升。 消息面上，根据中国工程机械工业协会，2026年1月销售各类挖掘机18708台，同比增长49.5%。其中国 内销量8723台，同比增长61.4%；出口量9985台，同比增长40.5%，土方内外销超预期。国泰海通证券 发布研报称，本轮工程机械景气周期中海外表现亮眼，国内企业持续深耕、发力于东南亚、欧洲、南美 等市场，看好行业业绩增长。 工程机械股延续近期涨势，截至发稿，中国龙工(03339)涨5.52%，报3.44港元；三一重工（600031） (06031)涨5.13%，报25.4港元；三一国际(00631)涨4.14%，报14.1港元；中联重科（000157）(01157)涨 4.01%，报9.6港元。 ...

机构持仓方面，截止2025年9月30日，中联重科十大流通股东中，中国证券金融股份有限公司位居第六 大流通股东，持股2.33亿股，持股数量较上期不变。香港中央结算有限公司位居第七大流通股东，持股 2.02亿股，相比上期增加1973.44万股。华泰柏瑞沪深300ETF（510300）位居第十大流通股东，持股 8447.99万股，相比上期减少432.63万股。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 中联重科所属申万行业为：机械设备-工程机械-工程机械整机。所属概念板块包括：挖掘机、雅下电站 概念、白马股、农机、节能环保等。 截至9月30日，中联重科股东户数23.64万，较上期减少9.85%；人均流通股0股，较上期增加0.00%。 2025年1月-9月，中联重科实现营业收入371.56亿元，同比增长8.06%；归母净利润39.20亿元，同比增长 24.89%。 分红方面，中联重科A股上市后累计派现306.10亿元 ...

来源：新浪基金∞工作室 2月9日，基建ETF华夏（159635）开盘涨0.00%，报1.152元。基建ETF华夏（159635）重仓股方面，中 国建筑开盘涨0.59%，中国中铁涨1.09%，中国电建涨0.54%，徐工机械涨1.83%，中联重科涨2.14%，三 一重工涨1.74%，中国铁建涨0.55%，中国能建涨0.83%，中国交建涨0.49%，金诚信涨2.28%。 基建ETF华夏（159635）业绩比较基准为中证基建指数收益率，管理人为华夏基金管理有限公司，基金 经理为严筱娴，成立（2022-06-28）以来回报为15.34%，近一个月回报为1.19%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 ...

当日关注点 截至2026年2月6日收盘，中联重科(000157)报收于9.33元，下跌0.43%，换手率1.13%，成交量79.91万 手，成交额7.44亿元。 交易信息汇总 资金流向 中联重科股份有限公司已向香港联合交易所有限公司申请批准发行的人民币6,000,000,000元于2031年到 期的H股可转换债券上市及买卖。该债券仅面向专业投资者发行，上市及获准买卖将于2026年2月6日生 效。 H股公告：刊发发售通函 - 人民币6,000,000,000元以美元结算于2031年到期的0.70%可换股债券 中联重科股份有限公司发行人民币60亿元、票面利率0.70%、以美元结算、于2031年到期的可换股债 券。债券自2026年2月5日起计息，每半年支付一次利息。持有人有权自发行日后第41天起至到期日前七 个工作日内，将债券按初始转换价每股港币10.02元转换为公司H股。公司可于2028年2月19日后有条件 赎回全部债券，或在特定事件发生时由持有人要求赎回。债券已在港交所上市，仅售予专业投资者。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资 ...