Core Insights - The ZT82J, the highest straight-arm aerial work platform globally, has been launched by Zoomlion, setting a new industry record in Europe with a working height of 82.3 meters [1][3] - The platform is aimed at providing advanced aerial work solutions for the energy and infrastructure sectors in the UK [1] Group 1 - The ZT82J is the third product from Zoomlion to break the global record for straight-arm aerial work platforms, following the 68-meter and 72-meter models [3] - The platform features a maximum working height of 82.3 meters and a maximum working range of 34.1 meters, addressing challenges in high-altitude construction [3][5] - The ZT82J incorporates innovative design elements, including a polygonal arm structure that enhances stability, reduces lateral deformation, and improves operational safety with 21 safety protection technologies [5] Group 2 - Hire Safe Solutions, a leading UK rental company, has acquired the ZT82J, marking its second high-altitude platform purchase from Zoomlion in two months [2] - The choice of Zoomlion by Hire Safe Solutions is attributed to the company's comprehensive product, parts, and service systems, aligning with the high standards expected by their clients [2] - Zoomlion's aerial work platforms are recognized for their performance and technological advantages, with sales extending to over 100 countries and multiple records set in various regions [5]

Core Viewpoint - The engineering machinery industry is undergoing a significant transformation driven by the application of AI technologies, with leading companies in the A-share market optimistic about the potential of AI to enhance their strategic positioning and product offerings [1] Group 1: Company Initiatives - SANY Heavy Industry emphasizes that AI technologies like DeepSeek will bring unprecedented changes to the industry, integrating AI into manufacturing, products, services, and operations [1] - The company has already launched products such as unmanned excavators, L4 level unmanned engineering vehicles, and unmanned pavers [1] - XCMG Machinery has partnered with NetEase to apply AI technology to their machinery, enabling remote control and cloud computing capabilities for products like excavators and loaders [1] - Zoomlion has invested heavily in R&D for AI, cloud computing, big data, and IoT, leading the industry in the number of digital technology invention patent applications [1] Group 2: Industry Trends - The trend towards automation and unmanned operations is seen as an inevitable direction for the engineering machinery sector [1] - The integration of AI with the internet, big data, and cloud computing is expected to create a new industrial ecosystem, with each product potentially becoming an "embodied intelligent device" capable of individual intelligence and collaborative operation [1]

Core Viewpoint - Zoomlion's ZT82J, the world's highest straight-arm aerial work platform, is set to enhance high-altitude operations in the UK, marking a significant achievement in the industry with a working height of 82.3 meters [2][3]. Group 1: Product Launch and Features - The ZT82J platform, with a maximum working height of 82.3 meters and a maximum working range of 34.1 meters, fills a gap in the market for aerial work platforms operating above 80 meters [3]. - The platform features a unique polygonal arm design, offering advantages such as reduced weight, improved rigidity, minimal lateral deformation, and stable control, making it suitable for various operational scenarios [3]. - The ZT82J is equipped with 21 safety protection technologies that allow real-time monitoring of operational status, enhancing safety and efficiency during use [3]. Group 2: Market Impact and Recognition - Hire Safe Solutions, a leading UK rental company, has acquired the ZT82J as its second high-altitude platform within two months, highlighting the growing demand for advanced aerial work solutions [2]. - Zoomlion's aerial work platforms have achieved sales in over 100 countries, setting multiple records for the highest platforms in various regions, showcasing the company's strong global market presence [4]. - The introduction of the ZT82J is expected to create new engineering legends in the European skyline, further solidifying Zoomlion's reputation for technological and manufacturing excellence [4].

近日，随着货轮缓缓离岸，中联重科（000157）全球最高直臂式高空作业平台ZT82J正式踏上航程，前 往英国布里斯托尔港。它将以82.3米的工作高度刷新欧洲行业纪录，凭借中国先进智造的强劲实力，为 当地能源与基建领域提供超高空作业解决方案。 ▲中联重科全球最高直臂式高空作业平台ZT82J登上货轮 据了解，采购中联重科全球最高直臂式高空作业平台ZT82J的是知名租赁商Hire Safe Solutions，这是 Hire Safe Solutions在短短两个月内引进的第二台超高高空作业平台设备——上个月该公司刚刚接收了英 国首台中联重科ZT72J臂式高空作业平台。 作为英国领先的高空设备租赁商，Hire Safe Solutions以严苛的安全标准和前沿设备著称，其选择中联重 科的原因正是"中联重科在产品、零部件及服务端建立了完善体系，其品质标准与我们客户期待的高度 一致。"ZT72J、ZT82J等世界级产品的广获认可，正是中联重科技术、制造实力以及全球市场服务能力 的最好印证。 ▲中联重科全球最高直臂式高空作业平台ZT82J ZT82J是中联重科继68米、72米级产品后，第三次刷新 全球直臂式高空作业平台高 ...

Core Insights - The China Listed Companies Association released the "2025 Cash Dividend Rankings," highlighting four prominent listed companies from Hunan, including Zoomlion, Yanjinpuzi, Jinbei Electric, and Aier Eye Hospital, for their substantial dividend performance [1][8] Cash Dividend Rankings - In the "Top 100 Cash Dividends" list, Industrial and Commercial Bank of China, China Construction Bank, and China Petroleum occupy the top three positions, with Zoomlion ranked 98th among Hunan companies [1][2] - Zoomlion has distributed dividends 27 times since its listing, with a total payout of approximately 28.9 billion yuan, exceeding its total capital raised from the market, and maintaining a historical overall dividend rate of about 47% [1][8] Dividend Payment Rate Rankings - In the "Top 100 Dividend Payment Rates" list, Dong'e Ejiao, Focus Technology, and Zoli Pharmaceutical are the top three, while Hunan companies Yanjinpuzi, Jinbei Electric, and Aier Eye Hospital rank 17th, 18th, and 92nd respectively [3][4] - Aier Eye Hospital, a leading global ophthalmology chain, plans to distribute a cash dividend of 1.487 billion yuan in 2024, with cumulative cash dividends reaching 7.12 billion yuan since its listing [3][4] Dividend Yield Rankings - The "Top 100 Dividend Yields" list features China Merchants Industry Holdings, Yutong Bus, and Haoxiangni as the top three [6][7] Overall Dividend Trends - The total cash dividends for listed companies in 2024 reached a historical high of 2.4 trillion yuan, marking a 9% increase from 2023 [9][10] - The number of companies with continuous dividends has been increasing, with 2,447 out of 4,445 companies listed for three years having paid dividends continuously over the past three years, a 12% increase from 2023 [9][10] - The average dividend payout ratio for listed companies in the Shanghai and Shenzhen stock exchanges is 39%, with 1,411 companies having an average payout ratio greater than 40% over the past five years, a 24% increase from 2023 [10]

格隆汇8月18日丨中联重科(01157.HK)公布，将于2025年8月29日(星期五)召开董事会，以考虑及批准(其 中包括)公司及其附属公司截至2025年6月30日止六个月的中期业绩及其刊发。 ...

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，並表明概不就因本公告全部或任何部分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。 中聯重科股份有限公司 * 僅供識別 （於中華人民共和國註冊成立的股份有限公司） 承董事會命 中聯重科股份有限公司 董事長 詹純新 長沙，2025年8月18日 於本公告刊發日期，本公司執行董事為詹純新博士；非執行董事為賀柳先生及王 賢平先生；以及獨立非執行董事為張成虎先生、黃國濱先生、吳寶海先生及黃珺 女士。 Zoomlion Heavy Industry Science and Technology Co., Ltd.* 董事會議通告 中聯重科股份有限公司（「本公司」）董事會（「董事會」）謹此公佈將於2025年8月 29日（星期五）召開董事會，以考慮及批准（其中包括）本公司及其附屬公司截至 2025年6月30日止六個月的中期業績及其刊發。 （股份代號：1157） ...

Investment Rating - The industry investment rating is "Overweight" [3] Core Viewpoints - The report emphasizes the significant growth potential in the humanoid robotics sector, with a projected cumulative global demand of approximately 2 million units by 2030, indicating a critical breakthrough phase from 0 to 1 [6][20] - The report highlights the acceleration of N-type penetration in photovoltaic equipment, strengthening the competitive edge of leading companies under the Matthew effect [21] - The energy storage sector is identified as essential for building a new type of power grid, with favorable policies enhancing industry prosperity [21] - The semiconductor equipment market is expected to reach $140 billion by 2030, with an increasing share from mainland China, although the domestic production rate remains low [21] - The automation market, particularly industrial consumables, is projected to grow from approximately 40 billion to 55.7 billion by 2026, benefiting from increased concentration and import substitution [22] - Hydrogen energy, particularly green hydrogen, aligns with carbon neutrality goals, supported by the rapid development of photovoltaic and wind energy [21] Summary by Sections Humanoid Robotics - Key companies recommended for investment include Huasheng Tiancai, Sanhui Electric, and Zhejiang Rongtai, among others [4] - The report discusses the recent humanoid robot sports event in Beijing, showcasing over 500 robots from 16 countries competing in various categories [15][20] - The introduction of the Genie Envisioner platform by Zhiyuan Robotics is noted as a significant advancement in the field, integrating video generation with robotic control [11][20] Photovoltaic Equipment - The report suggests focusing on leading companies like Maiwei and Jiejiacreating, which possess technological innovation and customer base advantages [21] - The overall price center of the photovoltaic industry chain is declining, with a focus on cost and efficiency improvements [21] Energy Storage - The report highlights the favorable policies for both generation-side and user-side energy storage, driving comprehensive development in the sector [21] - Companies like Xingyun and Kexin are identified as key players in the energy storage market [21] Semiconductor Equipment - The semiconductor equipment market is projected to double in the next decade, with a significant increase in demand for domestic production [22] - Companies such as Zhongwei and Beifang Huachuang are recommended for investment [22] Automation - The automation market is expected to grow significantly, with a focus on industrial consumables and the potential for leading companies to benefit from increased market concentration [22] Hydrogen Energy - The report emphasizes the importance of green hydrogen in achieving carbon neutrality, recommending companies like Longi Green Energy and Yihua Tong for investment [21]

金融界消息 截至2025年8月15日收盘，中联重科（000157）报收于7.5元，上涨1.08%，换手率0.68%， 成交量48.31万手，成交金额3.61亿元。 资金流向方面，今日主力资金净流入2958.56万元，占比成交额8.2%。其中，超大单净流入844.80万 元、占成交额2.34%，大单净流入2113.77万元、占成交额5.86%，中单净流出流出2103.43万元、占成交 额5.83%，小单净流出855.13万元、占成交额2.37%。 中联重科最新一期业绩显示，截至2025一季报，公司营业总收入121.17亿元、同比增长2.92%，归属净 利润14.10亿元，同比增长53.98%，扣非净利润8.74亿元，同比增长12.40%，流动比率1.735、速动比率 1.220、资产负债率53.08%。 天眼查商业履历信息显示，中联重科股份有限公司，成立于1999年，位于长沙市，是一家以从事汽车制 造业为主的企业。企业注册资本867799.2236万人民币，实缴资本517956.6668万人民币。公司法定代表 人为詹纯新。 通过天眼查大数据分析，中联重科股份有限公司共对外投资了104家企业，参与招投标项目500 ...

长沙晚报掌上长沙8月15日讯（全媒体记者 周斌）日前，在内蒙古某大型矿山，数百台中联重科露天矿 山高端装备组成钢铁方阵，气势如虹完成批量交付。这也是今年以来，中联重科在国内露天矿山高端装 备领域不断取得突破，频频斩获市场大单，在重点区域市占率节节攀升的又一个例子。 矿山机械作为中联重科最重要的战略新兴板块之一，露天采矿全工序成套高端装备已覆盖"钻、挖、 装、运、破、排"全作业流程，并持续推进"大型化、智能化、绿色化"发展路径及智慧矿山的应用落 地。中联重科矿山机械正打造行业领先的极致产品和服务，全力护航国家能源安全，引领全产业链高质 量发展，以绿色、智造共建美丽矿山！ 【作者：周斌】 【编辑：黄丽心】 长沙晚报社版权声明 关键词：长沙园区 新质生产力 >>我要举报 此次交付源于该客户再次购买中联重科矿山机械产品。谈起复购的缘由，客户不禁竖起大拇指，对公司 的产品和服务赞不绝口："复购一方面是基于中联重科产品卓越的使用体验，另一方面，配套的全生命 周期服务也让我们非常满意。" 作为长沙工程机械龙头的中联重科，其矿山机械的硬核实力在此次批量交付的产品中展露无遗：荣 获"2025工程机械年度产品TOP50奖"、有着 ...