文/王新喜 没有签合同就敢在印度开工，华东重机开了先例。 刚收到印度阿达尼集团12.5亿订单的通知书，合同还没有签，工厂那边就已经开始全速运转起来，采 购、产线方面全力推进。在装备制造业中，华东重机这一系列的操作，让业内捏了一把汗，这可能是一 次高风险的赌注。 阿达尼这家公司在印度很有分量，它管理着全国将近三分之一的港口吞吐量，背后有莫迪政府的"印度 制造"作为支撑，这次购买华东重机的智能岸桥和轨道吊，是因为印度自己造不出这么精密又集成度高 的设备，但印度想在2030年把港口吞吐量翻四倍，但目前印度港口里九成的设备都太旧了，不好用，如 果不更新，运营肯定受影响。 而印度港口七成左右的设备都得从国外买。本地工厂能把机械组装起来，但不会连接系统。海关的 ICEGATE系统和码头的TOS系统像两扇打不开的门，他们连对接的接口都拿不到。可中国设备一装 好，数据自己就能连通，还能远程升级系统，这让印度解决了就算有图纸也解决不了问题。 他们想解决孟买、金奈这些港口拥堵的问题，中国设备成了性价比更高的选择。德国日本的设备做工精 致，但系统封闭，像孤岛一样打不开。中国设备硬件不一定最强，但接口开放，数据可以提取，协议能 修改 ...

证券之星消息，2月4日工程机械板块较上一交易日上涨1.95%，恒立液压领涨。当日上证指数报收于 4102.2，上涨0.85%。深证成指报收于14156.27，上涨0.21%。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出3.84亿元，游资资金净流入1.99亿元，散户资金净 流入1.85亿元。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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002685 | 华东重机 | -3239.08万 | 9.98% | 27.21万 | 0.08% | -3266.29万 | -10.07% | | ə səs oluna qalında qalında qalında qalında qalında qalında qalan və bir və qalında və bi | 同力股份 | 2220.44万 | 14.28% | 4.64万 | 0.03% ...

1月30日，华东重机大宗交易成交360万股，成交额2361.6万元，占当日总成交额的12%，成交价6.56 元，较市场收盘价6.76元折价2.96%。 | 权益类证券大宗交易(协议交易) | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 买方营业部 (万元) | 卖方营业部 | | 2026-01-30 | 002685 | 华东重机 | 6.56 | 360.00 | 2,361.60财达证券股份有限 | 广发证券股份有限 | | | | | | | 公司沧州解放中路 | 公司龙口港城大道 | | | | | | | 证券营业部 | 证券营业部 | ...

Group 1 - The stock of Huadong Heavy Machinery experienced a decline of 2.46%, closing at 6.75 yuan [1] - A significant block trade occurred, with a total volume of 3.5 million shares and a transaction amount of 22.925 million yuan [1] - The first transaction price was 6.55 yuan, with a total of 3.5 million shares traded, resulting in a premium rate of -2.96% [1] Group 2 - Over the past three months, the stock has recorded five block trades, with a cumulative transaction amount of 112 million yuan [1] - In the last five trading days, the stock has seen a cumulative decline of 10.24%, with a net outflow of 374 million yuan from major funds [1]

| 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2026-01-29 | 002685 | 华东重机 | 6.55 | 350.00 | 2,292.50财达证券股份有限 | | 广发证券股份有限 | | | | | | | 公司沧州解放中路 | | 公司龙口港城大道 | | | | | | | 证券营业部 | | 证券营业部 | 1月29日，华东重机大宗交易成交350万股，成交额2292.5万元，占当日总成交额的9.15%，成交价6.55 元，较市场收盘价6.75元折价2.96%。 ...

Group 1: Federal Reserve and Currency Movements - The Federal Reserve maintained the federal funds rate target range at 3.5% to 3.75%, ending a three-rate cut cycle, with a focus on achieving full employment and a 2% inflation target [1][14] - The Chinese yuan's midpoint exchange rate broke the 7.0 mark against the US dollar for the first time in two and a half years, driven by a weak dollar and seasonal demand for currency settlement [1][15] Group 2: Company Developments and Financial Performance - Huadong Heavy Machinery expects a significant decline in net profit for 2025, projecting a decrease of 39.05% to 59.36% due to the divestment of its profitable CNC machine tool business and losses from its newly acquired chip subsidiary [1][18] - Agricultural University Technology listed on the Beijing Stock Exchange, becoming Shandong's first A-share company of the year, with its stock price surging by 111.56% on the first day despite concerns over its revenue and profit trends [1][20] - Seagate Technology's stock surged over 16% to a record high following a strong earnings report, with significant revenue and earnings per share exceeding market expectations [1][20] - SK Hynix reported a nearly 1.2 times increase in net profit for the previous year, driven by the AI storage market, and expects continued growth in storage demand [1][20] Group 3: Legal and Regulatory Issues - Shenzhen Water Bay Jewelry faced withdrawal difficulties, with thousands of investors unable to cash out, raising concerns about illegal gold betting practices [1][16] - Sunflower's major asset restructuring plan was terminated due to an investigation by the Securities Regulatory Commission, leading to significant losses for investors [1][21] - Dike Co., a leader in photovoltaic silver paste, initiated patent infringement lawsuits against two companies, seeking a total of 4 billion yuan in damages [1][21] Group 4: Market Trends and Consumer Behavior - The price of international spot gold reached a new high, exceeding $5,300 per ounce, prompting major jewelry brands to adapt their business strategies to focus on design and service rather than raw material value [1][23] - The price of Flying Moutai surged to 1,600 yuan per bottle, driven by seasonal demand and supply constraints, leading to a secondary market for reselling [1][24] - Industrial Fulian, an AI giant, projected a significant increase in net profit for 2025, driven by strong growth in cloud computing and AI server revenues [1][25]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301446 | 福事特 | 49.89 | 8.22% | 5.03万 | 2.49亿 | | 920101 | 志高机械 | 47.50 | 5.30% | 7.80万 | 3.67亿 | | 600761 | 安徽合力 | 23.60 | 2.97% | 47.11万 | 11.01亿 | | 600984 | 建设机械 | 3.92 | 2.08% | 1 29.87万 | 1.16亿 | | 000528 | 柳工 | 11.63 | 1.04% | 43.49万 | 5.06亿 | | 920942 | 恒立钻具 | 32.40 | 0.84% | 1.30万 | 4255.72万 | | 920599 | 同力股份 | 21.74 | 0.56% | 8.96万 | 1.91亿 | | 688425 | 铁建重工 | 5.40 | 0.37% | 27.87万 | 1.50亿 | | 920839 | 万通液压 | 40.95 | 0 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-01-28 | 002685 | 华东重机 | 6.71 | 150.00 | | 1,006.50财达证券股份有限 | 广发证券股份有限 | | | | | | | | 公司沧州解放中路 | 公司龙口港城大道 | | | | | | | | 证券营业部 | 证券营业部 | | 2026-01-28 | 002685 | 华东重机 | 6.71 | 150.00 | | 1,006.50万正证券股份有限 | 广发证券股份有限 | | | | | | | | 公司新宗赣西大道 | 公司龙口港城大道 | | | | | | | | 证券营业部 | 证券营业部 | 1月28日，华东重机大宗交易成交300万股，成交额2013万元，占当日总成交额的4.62%，成交价6.71元，较市场收盘价6.92 元折价3.03%。 ...

证券日报网讯 1月27日，华东重机在互动平台回答投资者提问时表示，公司预计2025年实现扣除非经常 性损益后的净利润4600万元至6900万元，上年同期为-13947.01万元。公司实现了扣非后净利润扭亏为 盈。 （编辑 任世碧） ...

Group 1 - The core point of the news is that East China Heavy Machinery conducted a block trade of 9.5 million shares on January 27, with a transaction value of 68.59 million yuan, accounting for 14.1% of the total trading volume for that day, and the transaction price was 7.22 yuan, which was flat compared to the market closing price [1][2]. Group 2 - The transaction details indicate that on January 27, 2026, the stock code for East China Heavy Machinery is 002685, with a transaction price of 7.22 yuan and a total volume of 780,000 shares traded by Southwest Securities and 170,000 shares by the same brokerage [2].