1月28日，长沙海关发布消息：2025年湖南工程机械出口346.8亿元，同比增长9.6%，结构持续优化。其中，"工程机械之都"长沙贡献突出，出口额317.6亿 元，占全省总量的91.6%，持续领跑产业出海。 贸易方式上，一般贸易出口261.7亿元、占比75.5%，保税物流出口37.9亿元、激增141.5%，成为增长亮点。市场主体中，民营企业出口288.7亿元、占比 83.2%、增长39.9%，国有企业出口增长44.6%，多元主体协同发展。 海外市场方面，湖南对非洲出口增长75.9%，西亚、东南亚分别增长23.7%、25.9%，新兴市场拉动作用显著；对俄罗斯、欧盟出口保持稳定。商品端，特殊 用途机动车辆出口占比33.1%，出口114.6亿元；推土机、挖掘机、压路机等出口81.9亿元，增长30.5%；起重机出口48.6亿元，增长7%。 作为产业"领头雁"，长沙工程机械出口持续突破，2025年同比增长9.3%，产品远销181个国家和地区，较2024年新增7个市场；对阿联酋、坦桑尼亚、马里等 国家出口实现三位数增长，海外市场覆盖面与渗透率持续提升。 数说2025年湖南工程机械出口 2025年湖南工程机械出口346.8 ...

湘股1月26日涨幅TOP5 长沙晚报掌上长沙1月26日讯 截至1月26日收盘：沪指跌0.09%，报4132.6052点；深证成指跌0.85%，报 14316.637点。 湖南黄金开盘价25.270，收盘报25.270元，当日涨10.01%，当日最高价为25.270元，最低价为25.270元，成 交量7.9635万手。 湖南白银开盘价17.430，收盘报18.080元，当日涨9.98%，当日最高价为18.080元，最低价为17.430元，成 交量399.6619万手。 唐人神开盘价4.300，收盘报4.510元，当日涨5.13%，当日最高价为4.510元，最低价为4.250元，成交量 104.7088万手。 *ST高斯开盘价12.750，收盘报12.730元，当日涨4.86%，当日最高价为12.750元，最低价为12.380元，成交 量14.1327万手。 汉森制药开盘价6.920，收盘报7.050元，当日涨2.17%，当日最高价为7.170元，最低价为6.840元，成交量 19.401万手。 MACD金叉信号形成，这些股涨势不错！ 梦洁股份（维权）开盘价4.930，收盘报4.580元，当日跌-7.10%，当日 ...

| 袁闯 | 分析师 | | --- | --- | | 执业证书编号:S0530520010002 | | | yuanchuang@hnchasing.com | | | 陈郁双 | 分析师 | | 执业证书编号:S0530524110001 | | | chenyushuang@hnchasing.com | | 晨会聚焦 晨会纪要（R3） 晨会纪要 2026 年 01 月 23 日 | 市场数据 | | | | --- | --- | --- | | 指数名称 | 收盘 | 涨跌% | | 上证指数 | 4122.58 | 0.14 | | 深证成指 | 14327.05 | 0.50 | | 创业板指 | 3328.65 | 1.01 | | 科创 50 | 1541.64 | 0.41 | | 北证 50 | 1530.24 | 0.69 | | 沪深 300 | 4723.71 | 0.01 | 上证指数-沪深 300 走势图 -6% 4% 14% 24% 34% 2025-01 2025-04 2025-07 2025-10 上证指数 沪深300 一、财信研究观点 二、重要财经资讯 【宏观经济 ...

这绝非一次简单的经贸之旅，而是在国家加快构建新发展格局的宏伟战略下，一座长江中游地区中心城 市主动抓住向上发展"关键变量"的战略行动，旨在将香港这一国际顶级枢纽的变量效应，全面转化为长 沙高质量发展的增量与胜势。 长沙晚报全媒体评论员 山丘 2026年的发展画卷徐徐展开，1月20日至22日，省委常委、市委书记吴桂英率长沙市代表团以香港为"十 五五"开局出访首站，开展招商引资与招才引智活动。 顺应时势的区域协同 长沙与香港隔山望海，但情谊深远。历经岁月沉淀的互信与共赢，为此次新年首访奠定了坚实基础。 香港不仅是长沙"走出去"与"引进来"的超级桥梁，更是休戚与共的发展合伙人。数据显示，香港是长沙 最重要的经贸伙伴，全市港资企业达679家，占外资企业总量的46.6%。从耸立星城的九龙仓国金中 心，到联通全球的玉湖冷链，港资项目已成为长沙名片；而中联重科、蓝思科技等长沙龙头企业，也借 助香港平台成功扬帆远航。近30万在港湘籍乡亲和校友，更是两地割舍不断的血脉纽带。 此次出访统筹推进招商引资与招才引智，既有合作成果的巩固，更是顺应时势，使香港从"重要伙伴"升 维为能够系统性助力长沙突破内陆局限的"战略支点"。 城市跃升 ...

Group 1 - The engineering machinery sector experienced a decline of 2.3% on January 14, with Shaoyang Hydraulic leading the drop [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index rose 0.56% to 14248.6 [1] - Notable gainers in the engineering machinery sector included Southern Road Machinery, which rose by 9.99% to a closing price of 41.83, and Weiman Sealing, which increased by 2.91% to 37.84 [1] Group 2 - Shaoyang Hydraulic saw a significant drop of 9.64%, closing at 54.85, with a trading volume of 238,600 shares and a transaction value of 1.336 billion [2] - Other notable declines included Hengli Hydraulic, down 5.06% to 114.20, and Jinzhite Technology, down 3.32% to 34.34 [2] - The engineering machinery sector experienced a net outflow of 251 million in main funds, while retail investors saw a net inflow of 183 million [2] Group 3 - Southern Road Machinery had a net inflow of 74.4815 million from main funds, while retail investors had a net outflow of 54.935 million [3] - Other companies like Shanhai Intelligent and LiuGong also experienced varying levels of net inflows and outflows from different investor categories [3] - The overall trend indicates a mixed sentiment among investors, with main funds showing a net outflow while retail investors are more active in the market [3]

Core Viewpoint - The successful shipment of high-performance roller drill rigs by the company to South America marks a significant step in its overseas market expansion and demonstrates the competitiveness of "Made in China" in the global high-end mining equipment market [1][3]. Group 1: Product Details - The SWDRT270B drill rig is designed for medium to large mining and major engineering projects, with a drilling diameter range of 216mm to 270mm and a maximum drilling depth of 45 meters [2]. - This drill rig can operate stably in extreme conditions, including altitudes above 5000 meters and temperatures ranging from -60°C to +50°C, showcasing industry-leading drilling capabilities and operational efficiency [2]. - The equipment features a high-efficiency, energy-saving, and environmentally friendly design, equipped with a rock and mineral interconnection data platform for precise operations and intelligent automation [2]. Group 2: Strategic Significance - The company views the international market as a key development focus, with established subsidiaries in various regions, including the Russian-speaking area, Europe, and the Asia-Pacific, positioning South America as a critical arena for high-end mining equipment [3]. - The successful export of the roller drill rig is seen as a breakthrough for the company in the South American market, which has been dominated by international brands, thus breaking the monopoly of major global players [3]. - The company's approach of aligning technological innovation with market demands, particularly through customized products for extreme conditions, provides a viable path for Chinese manufacturing to engage in global mining market competition [3].

证券之星消息，1月8日工程机械板块较上一交易日下跌1.61%，恒立液压领跌。当日上证指数报收于 4082.98，下跌0.07%。深证成指报收于13959.48，下跌0.51%。工程机械板块个股涨跌见下表： 从资金流向上来看，当日工程机械板块主力资金净流入1.77亿元，游资资金净流出1.51亿元，散户资金净 流出2601.73万元。工程机械板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 301079 | 邵阳液压 | 1.56亿 | 23.40% | -1.05 Z | -15.78% | -5095.25万 | -7.62% | | 601100 | 恒立液压 | 1.28 Z | 7.87% | -382.57万 | -0.23% | -1.24亿 | -7.64% | | 000425 | 徐工机械 | 6765.53万 | 7.54% | -8951.97万 | -9.98% | 2 ...

1月8日，山河智能盘中上涨2.03%，截至10:42，报12.55元/股，成交2.11亿元，换手率1.58%，总市值 134.86亿元。 资金流向方面，主力资金净流入2905.38万元，特大单买入1827.99万元，占比8.66%，卖出425.27万元， 占比2.02%；大单买入4567.53万元，占比21.64%，卖出3064.86万元，占比14.52%。 山河智能今年以来股价涨1.13%，近5个交易日涨2.45%，近20日涨4.06%，近60日跌3.46%。 机构持仓方面，截止2025年9月30日，山河智能十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股1307.50万股，相比上期增加628.66万股。南方中证1000ETF（512100）位居第六大流通股 东，持股687.52万股，相比上期减少7.51万股。华夏中证1000ETF（159845）位居第八大流通股东，持 股408.86万股，为新进股东。广发中证1000ETF（560010）位居第九大流通股东，持股315.81万股，为 新进股东。 责任编辑：小浪快报 截至12月19日，山河智能股东户数16.66万，较上期减少2.92%；人均流通 ...

Core Viewpoint - Shanhe Intelligent Equipment Co., Ltd. has made a significant breakthrough in high-end equipment manufacturing with the delivery of its new long-reach excavator to a customer in the Middle East, showcasing its commitment to innovation and market expansion [1][2]. Group 1: Product Development and Features - The newly delivered long-reach excavator features a 10.8-meter boom and a 7.7-meter reinforced arm, achieving a maximum digging height of 17.2 meters, a maximum digging depth of 13.3 meters, and a maximum digging reach of 20.5 meters, making it suitable for challenging work environments such as highways and ports [1]. - The excavator is equipped with a 4-cubic-meter heavy-duty bucket, ensuring strong performance even in extended reach operations, thereby supporting various construction projects globally [1]. Group 2: Strategic Focus and Market Position - Excavator business is a strategic pillar for Shanhe Intelligent, with over 40,000 units sold in the high-end European market, reflecting strong brand reputation and customer recognition [2]. - By 2025, Shanhe Intelligent aims to continue focusing on high-end, intelligent, and green innovations, launching multiple electric products and completing a full series upgrade [2]. Group 3: Market Trends and Opportunities - The Middle East is experiencing a construction investment boom, with countries like Saudi Arabia and the UAE advancing numerous large-scale projects, leading to a rising demand for large construction machinery [2]. - The engineering machinery market in the Middle East is projected to grow at a compound annual growth rate of over 8% from 2025 to 2030, with demand expected to reach $30 billion by 2030 [3]. - Chinese engineering machinery brands are expected to increase their market share in the Middle East from 5% in 2015 to 25% by 2025, potentially exceeding 40% by 2030, driven by strong product performance and cost advantages [3].

Core Viewpoint - A new 170-ton extended arm excavator, the SWE1650FLR, has been delivered in Changsha, Hunan, setting a record for the longest arm in its class in China, and is set to serve large reclamation projects in the Middle East [1][3]. Group 1: Product Features - The SWE1650FLR features a 10.8-meter arm and a 7.7-meter reinforced dipper stick, achieving a maximum digging height of 17.2 meters, a maximum digging depth of 13.3 meters, and a maximum digging reach of 20.5 meters [3]. - The excavator is equipped with a 4-cubic-meter heavy-duty bucket, ensuring strong single-operation capability even at maximum arm extension [3]. Group 2: Market Applications - In addition to reclamation projects, the SWE1650FLR is suitable for high slope adjustments on highways and railways, port and terminal operations, and large material yard tasks, providing efficient solutions for river dredging and large foundation pit excavations [3]. Group 3: Technological Innovations - The product integrates multiple innovative technologies to meet market demands for higher, deeper, farther, and more efficient construction [3]. - Its power system features a world-first dual-system design for this tonnage class, utilizing two 90-ton power platforms to balance power and fuel economy [3]. - The hydraulic system employs an integrated design with four main pumps and two main valves, enhancing the coordination and smoothness of the equipment's operations [3].