资金流向方面，主力资金净流出2020.52万元，特大单买入0.00元，占比0.00%，卖出971.26万元，占比 5.69%；大单买入1426.11万元，占比8.36%，卖出2475.37万元，占比14.50%。 1月28日，中联重科盘中下跌2.17%，截至09:45，报8.58元/股，成交1.71亿元，换手率0.28%，总市值 742.04亿元。 中联重科今年以来股价涨1.78%，近5个交易日跌4.45%，近20日涨3.62%，近60日涨6.19%。 资料显示，中联重科股份有限公司位于湖南省长沙市银盆南路361号，成立日期1999年8月31日，上市日 期2000年10月12日，公司主营业务涉及工程机械和农业机械的研发、制造、销售和服务。主营业务收入 构成为：起重机械33.69%，混凝土机械19.59%，土方机械17.27%，高空机械10.43%，其他机械和产品 10.09%，农业机械8.00%，金融服务0.93%。 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：雅下电站概念、挖 掘机、工程机械、工业4.0、农机等。 截至9月30日，中联重科股东户数23.64万，较上期减少9.8 ...

Investment Highlights - The report emphasizes the growth potential driven by AI and the reversal of the anti-involution cycle in the manufacturing sector [1] - Key companies highlighted include Yokogawa Precision, Zhejiang Rongtai, Shanghai Yanpu, and SANY Heavy Industry among others [2][3] Industry Performance - The report notes significant performance in various sectors, with the best-performing indices being the construction materials sector (+9.23%), oil and petrochemicals (+7.71%), and steel (+7.31%) for the week ending January 23, 2026 [5][23] - In the manufacturing sector, the top indices were the photovoltaic concept index (+9.33%), aerospace and military theme index (+7.65%), and new energy concept index (+7.44%) [5][24] Key Industry Trends - The report discusses the rapid rise of space photovoltaic technology and the integration of the nuclear fusion industry in the U.S., highlighting technological breakthroughs and increased international cooperation [4][6][9] - The EDA (Electronic Design Automation) industry is noted for its consolidation and the potential for domestic breakthroughs, driven by government support and strategic acquisitions [11][12][14] Company-Specific Insights - China Shipbuilding Industry Company is expected to benefit from asset integration within the group, improving competitive dynamics and operational efficiency [15][16] - The report forecasts significant profit growth for key companies, with expected net profits for 2025-2027 showing substantial increases, particularly for companies like China Shipbuilding [17][21] Investment Recommendations - The report suggests focusing on core positions and flexible targets within the EDA sector, as domestic companies are positioned for significant growth due to increased policy support and market demand [11][17] - Specific companies to watch include Huada Jiutian, Gelun Electronics, and Guangli Micro [17]

未来公司将继续坚定践行中联特色的全球化发展战略，持续做深做透"端对端、数字化、本土化"海外业 务直销体系，依托文化、理念、数字化技术等综合优势，加快海外研发、制造、供应链、销售服务网络 等所有经营要素全面的本土化运营布局，构建海外市场长期竞争优势，推动海外业务实现稳健高速发 展。 格隆汇1月27日丨中联重科(000157.SZ)在投资者互动平台表示，公司始终坚定实施"海外业务本地化"战 略，通过"端对端、数字化、本土化"的海外业务体系，实现了在全球重点市场的快速渗透。目前，公司 产品市场已覆盖全球170多个国家和地区。 公司构建了全球市场布局和全球物流网络及零配件供应体 系，在全球主要节点型区域或国家设立了多个分子公司及常驻机构，并在在意大利、德国、匈牙利、墨 西哥、巴西、土耳其等国家拥有工业园或生产基地，通过对国内外工业园区的整合和布局，形成了遍布 全球的产业制造基地，实现了公司从"走出去"到"走进去"本地化运营的海外发展战略落地，为公司带来 新的发展机遇。 ...

截至目前，公司多款自主研发的机器人产品已历经多轮迭代。目前，数十台机器人正在工厂开展工程机 械预装配、货物分拣、摆盘、扫码上料、中型零部件装配、质检等场景的验证与数据采集工作。 机器 人领域属于前沿科技、国家重点战略产业，目前行业整体研发及应用尚处于早期投资阶段，离规模性盈 利仍需时间。 格隆汇1月27日丨中联重科(000157.SZ)在投资者互动平台表示，依托在工业互联网、人工智能、物联 网、机器人等领域的技术积累，中联重科自2024年起布局具身智能人形机器人产业，目前已具备软硬件 一体化全栈自研能力，推出多款自主研发样机，发布了"云谷具身智能大模型"和工具链。机器人关键零 部件如行星关节模组、摆线关节模组、减速器、控制器、电机等具有自主研发能力，并建有人形机器人 训练场。 ...

以高空作业平台为例，星邦智能日前交付的AB46RJ臂式高空作业平台精准满足了新加坡等市场租赁商 对设备出勤率、安全性和管理效率的极致要求，设备配备智能化人机交互、自诊断控制及智能网联系 统，帮助客户实现全周期价值优化。凭借可靠性能与出色体验，AB46RJ已广泛服务于欧洲、中东、澳 大利亚等市场。 1月21日，满载高端装备的中欧班列(长沙)"中联重科"定制化专列等候发车。林依 摄 这些活跃在世界各地的"中国制造"身影，正是以深度定制和综合服务为核心的系统性解决方案获得国际 市场广泛认可的见证。(完) 中联重科最新交付的混凝土搅拌车已在哥伦比亚投入运营，吸引客户的是产品带来的综合价值：轻量化 设计实现合规多装，智能节油系统精准控制成本，"智联砼车"平台提供70余项数据服务，实现设备远程 监管与全流程便捷操控。 中联重科混凝土机械公司智能工艺院经理陈林介绍，为适应不同市场的个性化需求，企业培养熟悉本地 需求的属地化团队深入施工现场调研，并针对当地特殊工况和气候条件，从设计到量产对设备进行全流 程定制。比如面向欧洲客户的一款混凝土设备，将爬梯设计成三级并对臂架减震和清洗系统进行适用性 改进后在当地持续畅销。 多位受访 ...

Global Research ab 20 January 2026 China Industrials 2026 GCC: Takeaways from industrial companies and tour Mixed message from GCC corporate meetings Executives from around 30 industrial companies attended UBS's GCC held in Shanghai on 12-14 January. Among the industrial companies in attendance, Hengli Hydraulic, Inovance and Sany Heavy attracted the most interest. We also organised an industrials sector dinner and post-conference tour in the same week. Industrial companies, in general, believe domestic dem ...

近日，40台搭载希迪智驾(03881)全栈自研无人驾驶系统的中联重科（000157）ZT160HEV新能源矿卡，顺利在新疆某矿区完成交付。至此，希迪智驾部署 于该矿区的无人矿卡规模已突破120台。 交付背后，是一场与极端环境、技术极限的正面交锋，更是希迪智驾核心技术实力的集中印证。该矿区地处戈壁腹地，冬季最低气温逼近-30℃，低温环 境极易导致传感器失灵、电池性能衰减、线控系统响应延迟等行业共性难题。同时，矿区作业产生的扬尘严重遮挡视觉传感器与激光雷达，直接影响环境 识别精度，对自动驾驶系统构成严峻挑战。 针对极寒痛点，希迪智驾针对性升级硬件配置，选用耐低温专用传感器及核心部件，搭配定制化加热防护模块，从硬件层面根本解决低温适应性问题，确 保传感器、线控系统等核心组件在-30℃极端低温下仍能稳定运行。 面对扬尘干扰，希迪智驾依托多重冗余感知方案，融合激光雷达、毫米波雷达与视觉传感器的互补优势，叠加自研扬尘过滤算法，有效穿透扬尘遮挡，实 现对障碍物、作业路线及周边环境的精准识别与稳定定位，彻底破解恶劣天气下的感知难题。 这是希迪智驾在智慧矿山领域实现规模化落地的又一里程碑，不仅印证了其技术方案在极端环境下的成熟 ...

Core Viewpoint - The delivery of the unmanned mining truck, developed by Zoomlion and Xidi Zhijia, marks the beginning of a new era in green smart mining operations, leveraging "green power + full-stack intelligence" solutions [1][3]. Group 1: Product and Technology - The unmanned mining truck is based on the world's largest hybrid wide-body truck ZT160HEV, designed specifically for high-intensity, long-cycle mining environments, excelling in load capacity, energy efficiency, and safety [5]. - The truck features a fully autonomous and controllable technology system, capable of high-level path planning, dynamic lane planning, automatic parking, and collaborative operations, enabling all-weather, unmanned operations [3][5]. - Compared to manned mining trucks, the unmanned version achieves breakthroughs in operational safety, economic efficiency, stability, and organizational efficiency, significantly reducing the impact of adverse weather on production [5]. Group 2: Operational Efficiency and Performance - The project team successfully completed the assembly, debugging, and production processes in just 30 days, overcoming extreme weather challenges, and achieving a new speed for large-scale deliveries in the industry [3]. - The 40 unmanned mining trucks are currently operating in stripping projects, working 18 hours continuously, which has led to a 10% increase in transportation efficiency and a 15% increase in output [5]. - The unmanned operation reduces safety risks by minimizing the number of frontline workers, significantly lowers labor costs, and maximizes lifecycle value through systematic intelligent control [5]. Group 3: Service and Strategic Direction - Zoomlion not only provides high-end intelligent equipment but also has established a comprehensive service guarantee system, including dedicated parts storage and rapid technical support tailored for extreme weather conditions [7]. - The company is committed to the development path of "large-scale, green, and intelligent" mining machinery, actively promoting a transition from traditional manual operations to data-driven, system-optimized smart operations [7].

Core Viewpoint - The launch of the first customized China-Europe Railway Express train by Zoomlion on January 22 marks a significant step in enhancing international logistics channels and supporting local high-end equipment manufacturing in Changsha during the "14th Five-Year Plan" period [2][4]. Group 1: Train Launch and Significance - The first customized China-Europe Railway Express train departed from Changsha North Station, emphasizing the importance of international logistics for local high-end equipment manufacturing [2]. - This initiative aligns with the "14th Five-Year Plan" goals, promoting high-level opening-up and international capacity cooperation, and aims to bolster Changsha as a key advanced manufacturing hub in China [2][4]. Group 2: Logistics Solutions and Services - The train provides a comprehensive "end-to-end, door-to-door" customized international logistics solution, including transportation organization, customs coordination, and overseas delivery services [2]. - The cargo includes high-end engineering machinery such as self-propelled boom lifts and telescopic forklifts, which will be transported over thousands of kilometers in over ten days [2]. Group 3: Collaborative Efforts and Efficiency - The successful operation of the train is attributed to the collaboration among local government logistics offices, customs, and railway departments, which facilitated 24/7 customs clearance and emergency support services [3]. - The use of "advance declaration" and "railway fast track" models has improved the efficiency of customs declarations and increased the inspection rate of intelligent monitoring equipment, ensuring rapid passage of goods [3]. Group 4: Future Outlook - By 2025, the China-Europe Railway Express (Changsha) is expected to operate 1,037 trains, maintaining a scale of over 1,000 trains for five consecutive years, ranking among the top in the country [5]. - The service aims to continue deepening cooperation with local manufacturing enterprises, expanding route networks, and optimizing service functions to support the province's opening-up and high-quality development [4].

港股重型机械股拉升上扬，其中，森松国际大涨超9%，三一重工涨2.2%盘中刷新上市新高价，中联重 科、三一国际涨约2%。 本文源自：金融界AI电报 ...