总体情况及亮点成就 "十四五"以来,我国工程机械行业在市场机制作用 下,坚持企业主体地位,加快提质增效、转型升 级，有效支撑了城乡发展、道路交通、能源电力、 应急救援、国防建设等,保障了我国重大工程、重 大项目建设需要。 产业规模快速增长 南方财经全媒体集团 佐济站出击 世纪经济报道 20 21财经 国速览"十四五"工程机械硬核答卷 O我国工程机械已形成22大类工程机械产品,成为 产品类别、品种最齐全的国家之一。 O2024年,工程机械行业预计实现营业收入8165 亿元,挖掘机、起重机、装载机等主要产品产量居 会球第一。 技术水平大幅提高 企业竞争力持续增强 o 据英国KHL发布的 上人 T + = 1 = 1 = + = + = o 16.07米超大直径盾构机、 700吨挖掘机、 4000吨级履带起重机等 重大装备成功研制并实现应用。 ○2米及以上大型全液压旋挖钻机 实现批量生产。 ○ 掘进机突破国外技术垄断, 国内市场占有率超过90%。 2025年度主以上在机械制道阎5U·由作门传 亚小, 我国有13家工程机械企业进入50强, 其中,徐工集团、三一重工分别位列第4、第6。 智能绿色化产品发展提速 O纯电动 ...

| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000425 徐工机械 | | 1.18亿 ـــ | 10.35% | -8362.24万 | -7.33% | -3448.51万 | -3.02% | | 002080 中材科技 | | 9611.93万 | 6.23% | 456.12万 | 0.30% | -1.01亿 | -6.52% | | 000630 铜陵有色 | | 9558.18万 | 7.83% | -4475.96万 | -3.67% | -5082.22万 | -4.17% | | 000878 云南铜业 | | 4431.51万 | 4.82% | 5.44万 | 0.01% | -4436.94万 | -4.83% | | 000975 山金国际 | | 3344.71万 | 6.03% | 3753.80万 | 6.77% | -7098.52万 | -12.80% | | 00095 ...

2025年11月25日，京东集团与徐工集团签署新一轮战略合作协议，双方宣布将在物流、工业品、数字技术等领域深化合作。 这一看似常规的商业合作背后，是一个关乎中国制造业未来的宏大命题：根据京东工业联合国研大数据研究院的报告，2024年，中国工业供应链总成本高达 115.19万亿元，通过数智化转型，有望实现约6.77万亿元的成本降低。这相当于为中国制造业打开了一个"万亿级"的降本空间。 签约前夕，观察者网受邀走进徐州徐工生产基地，亲眼见证这场合作已经结出的硕果。 向降本要利润：采购，从成本中心到价值中心 "去年采购成本得到了显著的降低，今年预期降本规模将进一步增加。"徐工全球采购中心总经理滕胜向观察者网透露，直观地展现了采购职能的价值蜕变。 更令人振奋的是，通过非生产物资采购的数字化改革，徐工在工具、劳保等品类实现了显著降本、采购周期从二十几天缩短至3-5天的显著成效。 徐工全球采购中心非生产采购管理部负责人展示了一组更具象的数据：过去需要170多家供应商分散供应的工具和劳保用品，现在通过京东工业的MRO采购 平台一键下单，3-5天内直达全国各分厂；供应商数量从170多家整合至18家，管理效率大幅提升。 在分析徐 ...

证券之星消息，12月2日工程机械板块较上一交易日上涨0.47%，厦工股份领涨。当日上证指数报收于 3897.71，下跌0.42%。深证成指报收于13056.7，下跌0.68%。工程机械板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600815 | 厦工股份 | 4.17 | 4.77% | 240.75万 | | 9.88.6 | | 000425 | 徐工机械 | 10.52 | 3.44% | 109.69万 | | 11.41亿 | | 000528 | 柳工 | 12.25 | 1.74% | 54.54万 | | 6.69亿 | | 920706 | 铁拓机械 | 27.86 | 1.53% | 7.43万 | | 2.07亿 | | 920174 | 五新随装 | 49.22 | 1.38% | 2.72万 | | 1.36亿 | | 000157 | 中联重科 | 8.18 | 1.24% | 44.45万 | | 3.62亿 | | 600 ...

Core Points - The 20th "Golden Roundtable Award" ceremony for Chinese listed companies was held in Jiangyin, attended by over 200 guests including executives, scholars, and media representatives, highlighting achievements in corporate governance [1][2][3] - The event recognized over 100 listed companies with a total market value exceeding 10 trillion, including 16 companies with market values over 100 billion [1][2] Group 1 - The opening speech by Li Zhenqiang emphasized the importance of the "Golden Roundtable Award" as a platform for consensus and wisdom, aiming to support the transformation and upgrading of Chinese listed companies [2][3] - Jiangyin's Vice Mayor Ji Zhen highlighted the city's achievements as a manufacturing hub, with 66 listed companies and a total market value exceeding 300 billion, positioning Jiangyin as a leader among county-level cities [5][6] Group 2 - Liu Yunhong, a professor, discussed the development of corporate governance rules in China, identifying six key issues in current practices and advocating for a shift from "formal compliance" to "substantive effectiveness" [12] - Zhu Zhengyi shared insights from Longji Technology's acquisition of Xingke Jinpeng, emphasizing the strategic role of corporate secretaries in governance [12][13] - Su Mei analyzed the trends in the A-share market under the registration system, stressing the importance of value management for high-quality development [15] Group 3 - The award ceremony recognized outstanding companies and individuals in various categories, including "Most Influential Independent Director" and "Excellent Board of Directors," showcasing achievements in governance and value creation [18][20][33] - The "Best Board of Directors" award was presented to leading companies such as Weichai Power and China Ping An, reflecting their exemplary governance practices and strategic foresight [33][36]

Core Insights - The mining transportation equipment market is experiencing significant growth, with the market size expected to increase from 172.9 billion yuan in 2020 to 226.3 billion yuan in 2024, representing a growth in market share from 29.49% to 30.72% of the overall mining equipment sector [1][3][4]. Industry Definition and Classification - Mining equipment is specialized machinery used for mineral extraction, processing, and exploration, categorized into excavation equipment and transportation equipment, with the latter being crucial for transporting ore, waste, and personnel within mining sites [2][3]. Current Development Status - The demand for mining transportation equipment is rising due to the need for more efficient and reliable material transfer systems between mines and processing plants, with projections indicating a market size of 241.6 billion yuan by 2025 [3][4]. Industry Chain - The upstream of the mining transportation equipment industry includes raw materials like steel and non-ferrous metals, as well as core components such as hydraulic systems and electrical control systems. The midstream involves manufacturing and integration of transportation equipment, while the downstream applications span coal mining, metal mining, and large-scale construction [5][6]. Competitive Landscape - The global mining transportation equipment market features prominent international manufacturers such as Hitachi Construction Machinery, Komatsu, and Liebherr, while domestic players include SANY Heavy Industry, Shandong Mining Machinery, and XCMG [7][8]. Development Trends - The industry is moving towards automation, electric drive systems, and environmentally friendly solutions, with a focus on sustainable development and reduced environmental impact through the use of green conveyor belts and equipment [10].

证券日报网讯 12月1日晚间，徐工机械发布公告称，公司拟以自有资金通过二级市场回购公司股份，本 次回购的股份将用于减少公司注册资本，并自回购完成之日起十日内注销。截至2025年11月30日，公司 通过股份回购专用证券账户以集中竞价方式累计回购公司股份36，419，003股，占公司目前总股本的 0.31%。 （文章来源：证券日报） ...

证券日报网讯 12月1日晚间，徐工机械发布公告称，截至2025年11月30日，公司通过股份回购专用证券 账户以集中竞价方式累计回购公司股份314，577，416股，占公司目前总股本的2.68%，成交总额为2， 749，792，819.22元（不含交易费用）。本次回购符合相关法律法规及公司既定回购股份方案的要求。 （编辑 袁冠琳） ...

Group 1: Core Insights - The report emphasizes that the AI wave is initiating a new cycle in intelligent manufacturing, shifting the investment focus from cyclical fluctuations to "new hard-core" assets that can define the future and support the AI trend [8][9]. - Human-shaped robots are highlighted as the ultimate embodiment of AI intelligence, expected to revolutionize labor liberation and serve as a universal platform for AI interaction with the physical world [9][10]. - The report identifies solid-state batteries as a key technology that will unlock performance ceilings for human-shaped robots and electric vehicles due to their high energy density and safety [9][10]. Group 2: Human-Shaped Robots - The human-shaped robot industry is transitioning from concept validation to commercialization, with companies that have developed product capabilities in key components likely to experience significant valuation increases [13][17]. - The investment strategy focuses on essential hardware components rather than single manufacturers due to the uncertainty in design solutions, creating unique investment opportunities [25][28]. - Key companies to watch in this sector include Xinjie Electric, Huichuan Technology, and Weichuang Electric, which are positioned to benefit from the growth in human-shaped robots [17][30]. Group 3: AI Equipment and Materials - The demand for AI-related infrastructure is surging, leading to significant growth in high-performance servers, GPUs, and advanced PCB requirements [32][36]. - The PCB specialized equipment market is expected to grow from $3.306 billion in 2020 to $4.111 billion in 2024, with a CAGR of 5.60% in China [32][34]. - Key players in the equipment sector include Dazhu CNC and Chip Quik, which are well-positioned to capitalize on the increasing demand for advanced PCB manufacturing [36][40]. Group 4: Solid-State Batteries - The solid-state battery industry is accelerating towards commercialization, with major manufacturers like CATL and Zhongxin Innovation targeting 2027 for small-scale production [9][10]. - The global solid-state battery equipment market is projected to reach ¥107.94 billion by 2030, indicating a significant capital expenditure cycle ahead [9][10]. - Companies such as Lead Intelligent and Hai Moxing are recommended for their potential to benefit from this new capital expenditure cycle [9][10]. Group 5: Controlled Nuclear Fusion - Controlled nuclear fusion is transitioning from experimental phases to industrialization, with significant advancements in research and increased capital investment driving the industry forward [9][10]. - The report suggests focusing on companies involved in nuclear fusion projects, such as Hangyang Co. and Shanghai Electric, which are positioned to gain from this emerging sector [9][10]. - The demand for energy solutions is expected to grow, making nuclear fusion a critical area for investment as it promises to provide sustainable energy sources [9][10]. Group 6: Engineering Machinery - The domestic engineering machinery market is recovering, with excavator sales showing a positive trend, while overseas demand is also increasing due to factors like housing construction and manufacturing sector recovery [6][9]. - Major projects in China, such as the Yaxi Water Conservancy Project and the Xinjiang-Tibet Railway, are expected to boost domestic machinery demand [6][9]. - Key companies in this sector include Sany Heavy Industry, XCMG, and Zoomlion, which are anticipated to benefit from both domestic recovery and international expansion [6][9].

证券之星消息，12月1日江苏国企改革板块较上一交易日上涨0.2%，苏豪汇鸿领涨。当日上证指数报收 于3914.01，上涨0.65%。深证成指报收于13146.72，上涨1.25%。江苏国企改革板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600981 | 办家汇鸿 | 3.39 | 10.06% | 162.51万 | 5.15亿 | | 002778 | 中晟高科 | 24.09 | 10.00% | 3.86万 | 9214.86万 | | 300528 | 幸福蓝海 | 23.88 | 8.25% | 50.18万 | 12.02亿 | | 601456 | 国联民生 | 10.54 | 3.03% | 72.03万 1 | 7.60亿 | | 600736 | 苏州高新 | 5.76 | 2.86% | 31.49万 | 1.79亿 | | 601928 | 凤凰传媒 | 10.27 | 2.80% | 36.63万 | 3.76亿 | | 600128 | 示索 ...