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中国工程机械行业以绿色和数智化“破局”出海
Zhong Guo Xin Wen Wang· 2025-11-27 14:02
中新网柳州11月27日电 (林馨 卢静)"中国的电动化工程机械产品让我大开眼界。"非洲客户日前参加 2025柳工全球经销商年会暨全球客户节时表示。 图为海外客户在了解中国工程机械设备。林馨 摄 11月26日到27日,来自全球近百个国家和地区的超1500名客户深入了解广西柳工机械股份有限公司(下 称"柳工")创新成果,感受"中国智造"硬核实力。 活动现场,柳工正式发布电动产品补能方案,围绕小型设备、连续作业设备以及高能耗设备提出3大补 能路径——移动供电、快速换电、外置电源,以此实现能源快速灵活补给。 不断创新让柳工出海之路越走越宽。今年前三季度,柳工海外业绩创历史新高。"电动化产品在海外尤 为受欢迎,助力企业海外业务持续增长。"柳工国际业务中心产品营销专家彭拔萃表示。 非洲客户认为,电动化产品节约能耗且噪音低。"在柳工看到电动产品与传统燃油产品相比,整个开采 成本下降近70%。"该客户指出,会考虑采购相应设备。 如今,柳工已累计推出100多款电动产品,构建完整的电动化矩阵。在智能化方面,其推动无人化与人 工智能加速落地,无人驾驶电动装载机实现常态化作业,智慧矿山与物料管理系统覆盖8大应用场景。 图为海外客户在 ...
从制造到“智”造:柳工“无人化·数智”展区引爆全球客户节
Ke Ji Ri Bao· 2025-11-27 13:22
开幕式上,柳工集团、柳工股份党委书记、董事长郑津表示,经过67年的砥砺奋进,柳工实现了从单一产品制造,到拥有全系列产品与全面解决方案的战略 跃升;从率先探索国际化,到全球化高质量发展的历史性迈进。 据介绍,未来五年,柳工将推动从"以机器为中心"向"以客户及应用场景为核心"的全面解决方案深度跃升;以数智技术重构发展动能的全面数智化系统性升 级;从"业务国际化布局"到"全球一体化运营"的全球化战略进阶。 活动当天,柳工正式发布电动产品补能方案,围绕小型设备、连续作业设备以及高能耗设备提出3大补能路径——移动供电、快速换电、外置电源,实现能 源的快速灵活补给。同时,柳工发布矿山设备——9200F挖掘机、DW165CE电动矿用宽体车和4380D平地机,为柳工矿山家族再添强劲新成员。 科技日报记者 韦秋莹 通讯员 韦斯敏 韦镇麒 "各位来宾,请看这款全球首发的全电驱无人装载机,将为您带来更环保、高效、智能的装载作业新体验""请看这边,我们的光储充生态构建了'发电-储电 -补电'闭环,为您的电动设备快速解决续航焦虑"……在2025柳工全球经销商年会暨11·26全球客户节的"电动生态圈""无人化·数智展区"两大展区,伴随着 ...
柳 工(000528) - 000528柳 工投资者关系管理信息20251127
2025-11-27 12:00
证券代码:000528 证券简称:柳 工 债券代码:127084 债券简称:柳工转 2 广西柳工机械股份有限公司 投资者关系记录表 投资者关系 活动类别 特定对象调研 分析师会议 媒体采访 业绩说明会 新闻发布会 路演活动 现场参观 其他 参与单位名称 及人员姓名 机构投资者、证券分析师等 60 位参会人员: 大成基金、国寿安保基金、国泰基金、国投瑞银基金、华泰柏瑞基金、华夏基 金、鹏华基金、平安基金、浦银安盛基金、银华基金、长信基金、招商基金、 中欧基金、百年保险资管、宁银理财、人保资产、太平资产、招商信诺资管、 中信资管、阿杏投资、和基投资; 中信证券、中信建投证券、中金公司、华泰证券、国泰海通证券、长江证券、 东吴证券、财通证券、诚通证券、光大证券、广发证券、国海证券、国金证券、 国联民生证券、华创证券、华福证券、华鑫证券、申万宏源、信达证券、招商 证券、中泰证券、Merrill Lynch (Asia Pacific) Limited 时间 2025 年 11 月 25 日—11 月 26 日 地点 柳工国际工业园、柳工挖掘机智慧工厂、柳工全球创新中心 上市公司接待 人员姓名 1.董事长:郑津先生 2 ...
智启新篇 共鉴未来 | 2025柳工全球经销商年会暨11·26全球客户节盛大启幕
工程机械杂志· 2025-11-27 09:11
11月26日,2025柳工全球经销商年会暨11·26全球客户节在柳工智能国际工业园区盛大启 幕。 来自全球的近2000名嘉宾跨越山海、齐聚柳州,共赴一场智领未来、共谋发展的机械之 约。 暖阳当空,阔野迎宾,活动规模盛大空前。 现场展示了覆盖30多条产品线的220多台设 备,8大行业解决方案全景呈现,"电动生态圈""无人化·数智"两大智能展区同步亮相 ,充分 彰显了柳工技术跃迁与全球布局新势能。 01 战略领航 擘画未来蓝图 开幕式上,柳工集团、柳工股份党委书记、董事长郑津乘坐9200F超大型挖掘机并致辞。 郑津表示,经过67年的砥砺奋进,柳工实现了从单一产品制造,到拥有全系列产品与全面解 决方案的战略跃升;从率先探索国际化,到全球化高质量发展的历史性迈进。 未来五年,柳工将始终以"传承创新,继往开来"为精神内核,以全球化视野为引领,秉 持以客户思维、全价值链思维和生态思维为核心的经营理念,坚定以盈利增长、业务增长、 品质提升与能力成长为永恒的经营主线,矢志不渝地追求客户、产品、技术、方案的全面高 质量发展 ,推动从"以机器为中心"向"以客户及应用场景为核心"的全面解决方案深度跃升; 以数智技术重构发展动能的全 ...
柳工:业务已布局180多个海外国家和地区
Zheng Quan Ri Bao Wang· 2025-11-27 08:10
证券日报网讯11月27日,柳工(000528)在互动平台回答投资者提问时表示,公司的业务已布局180多 个海外国家和地区,北方特区是公司的优势区域,市场地位和份额处于领先位置。公司将密切关注该区 域的局势变化,适时有针对性的调整营销和运营策略,并做好充分的市场准备,积极推进全球化布局。 ...
机械设备行业2026年上半年投资策略:细分领域分化,关注三大主线
Dongguan Securities· 2025-11-26 09:14
Group 1 - The mechanical equipment industry has shown a strong performance with a 55.20% increase from January to October 2025, outperforming the CSI 300 index by 25.03 percentage points, ranking fifth among Shenwan industries [14][6][29] - Revenue and net profit attributable to the parent company for the first three quarters of 2025 grew by 6.11% and 14.52% year-on-year, respectively, indicating improved profitability and operational quality [17][29][30] - The industry is benefiting from factors such as product exports, cost control, and optimization of product structure, leading to enhanced profitability [17][29] Group 2 - The engineering machinery sector has experienced significant growth in exports, with a focus on increasing electrification rates. Domestic excavator sales showed a slowdown in October 2025, attributed to preemptive inventory replenishment [34][44][54] - The demand for engineering machinery is expected to be supported by the commencement of major national projects and accelerated funding [34][49] - The global market for electric engineering machinery is projected to grow significantly, with China's electrification rate expected to reach 7.90% by 2024 [69][74] Group 3 - The humanoid robot sector is seeing advancements in industrial applications, particularly in dexterous hand technology, which is crucial for the deployment of humanoid robots in various settings [75][78] - The integration of AI models is enhancing the capabilities of robots, making them more versatile for industrial applications [77][78] - Tesla's Optimus Gen3 is set to launch in Q1 2026, with significant demand for components, indicating a robust growth trajectory for humanoid robotics [79][80] Group 4 - The automation equipment sector is experiencing a mixed recovery, with industrial robots facing intensified competition and a shift towards high-end markets [80][81] - The demand for industrial automation is expected to recover in specific sub-sectors, while overall manufacturing PMI remains below the growth line [80][81] - The machine tool sector is witnessing a gradual recovery in revenue growth, supported by improved downstream demand and policy support [80][81] Group 5 - Investment recommendations for 2026 focus on technology development, cyclical recovery, and export chain layout, with specific companies highlighted for potential investment [6][29][40]
工程机械板块11月26日涨1.9%,柳工领涨,主力资金净流入6397.94万元
Core Insights - The engineering machinery sector experienced a 1.9% increase on November 26, with Liugong leading the gains [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Engineering Machinery Sector Performance - Liugong (000528) closed at 12.04, up 6.74% with a trading volume of 1.2395 million shares [1] - Huadong Heavy Machinery (002685) closed at 8.29, up 6.15% with a trading volume of 1.2092 million shares [1] - Other notable performers include: - XD Hangcha (603298) at 25.62, up 3.22% - Shantui (000680) at 10.56, up 3.02% - Zoomlion (000157) at 8.15, up 2.52% [1] Capital Flow Analysis - The engineering machinery sector saw a net inflow of 63.9794 million yuan from institutional investors, while retail investors experienced a net outflow of 5.171 million yuan [2] - Major stocks with significant capital inflows include: - Huadong Heavy Machinery with a net inflow of 209 million yuan [3] - Xugong Machinery with a net inflow of 40.2421 million yuan [3] - Hengli Hydraulic with a net inflow of 38.9485 million yuan [3]
智能制造迎政策加码,机器人产量高增,500质量成长ETF(560500)红盘蓄势
Sou Hu Cai Jing· 2025-11-26 03:00
Core Insights - The article highlights the growth of the Zhongzheng 500 Quality Growth Index, which increased by 0.63% as of November 26, 2025, with notable stock performances from companies like Liugong and Juxing Technology [1] - The Ministry of Industry and Information Technology has issued guidelines for high-standard digital park construction, emphasizing the digital transformation of the manufacturing sector and the integration of AI with manufacturing [1] - CITIC Securities projects that the market size for embodied intelligence will exceed one trillion, driven by the generalization capabilities of large models, which can facilitate the scaling of various applications [1] Industry Overview - Industrial robot production saw a year-on-year increase of 17.9% in October, with a cumulative growth of 28.8% from January to October, indicating a rapid development in the humanoid robot sector [2] - Domestic policies aimed at improving manufacturing profitability and reducing competition are expected to boost demand for machinery and equipment [2] - The Zhongzheng 500 Quality Growth ETF closely tracks the Zhongzheng 500 Quality Growth Index, which selects 100 companies with strong profitability and growth potential from the broader Zhongzheng 500 Index [2] Key Stocks - As of October 31, 2025, the top ten weighted stocks in the Zhongzheng 500 Quality Growth Index accounted for 21.64% of the index, with Huagong Technology and Kaiying Network being the top two [2] - The performance of individual stocks within the index varied, with Huagong Technology increasing by 3.08% and Tianshan Aluminum decreasing by 0.47% [4]
工程机械板块开盘走高,铁拓机械涨超10%
Mei Ri Jing Ji Xin Wen· 2025-11-26 01:59
每经AI快讯,11月26日,工程机械板块开盘走高,铁拓机械涨超10%,南方路机、柳工、山推股份、志 高机械、五新隧装跟涨。 (文章来源:每日经济新闻) ...
工程机械板块开盘走高
Xin Lang Cai Jing· 2025-11-26 01:39
工程机械板块开盘走高,铁拓机械涨超10%,南方路机、柳工、山推股份、志高机械、五新隧装跟涨。 ...