证券日报网讯2月13日，森远股份（300210）发布公告称，2026年1月15日至2月12日，公司持股5%以上 股东郭松森通过集中竞价及大宗交易累计减持484.22万股，占总股本1.00%，持股比例由9.00%降至 8.00%，本次减持不会导致控制权变更。 ...

证券代码：300210 证券简称：森远股份 公告编号：2026-003 鞍山森远路桥股份有限公司 关于持股 5%以上股东减持股份触及 1%整数倍的公告 股东郭松森先生保证向本公司提供的信息内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 鞍山森远路桥股份有限公司（以下简称"公司"）于近日收到公司持股5%以上股 东郭松森先生出具的《关于减持股份触及1%整数倍的告知函》。2026年1月15日至2026 年2月12日，郭松森先生通过集中竞价交易、大宗交易方式累计减持公司股份484.22万 股，占公司总股本的1.00%，其持股数量由43,593,951股减少至38,751,751股，持有公 司股份占公司总股本比例由9.00%降低至8.00%，触及1%的整数倍，现将相关情况公告 如下： | 1.基本情况 | | | --- | --- | | 信息披露义务人 | 郭松森 | | 住所 | 辽宁省鞍山市铁东区****** | | 权益变动时间 | 2026 年 1 月 15 日至 2026 年 2 月 12 日 | | 权益变动过程 | 因资金需求，郭松森先生于 2026 年 1 月 15 日至 2026 年 ...

Core Viewpoint - The engineering machinery sector is experiencing significant growth driven by strong domestic and export demand, with sales data for excavators in January 2026 showing a 49.5% year-on-year increase, indicating a clear improvement in the industry's fundamentals [2][3]. Group 1: Market Performance - As of February 12, the Shanghai Composite Index rose by 0.02%, the Shenzhen Component Index increased by 0.32%, and the ChiNext Index gained 0.48%, with sectors like power equipment and small metals leading the gains [2]. - The Engineering Machinery ETF (E Fund, 159138) saw a rise of 1.27%, with constituent stocks such as Linde Co. (605060.SH) and China National Heavy Duty Truck Group (000951.SZ) increasing by over 5% [2]. Group 2: Industry Demand and Growth Drivers - The demand for engineering machinery is supported by factors such as increased construction activity, a rebound in iron ore and non-ferrous metal mining, and rising forestry investments, alongside a low base from the previous year [3]. - The domestic market is expected to see a mild recovery, bolstered by ongoing equipment renewal policies and the implementation of new industrialization and infrastructure initiatives [3]. Group 3: Global Market Dynamics - The global supply chain for mineral resources is being reshaped by increasing geopolitical tensions, leading to a heightened demand for mining companies to enhance their capital expenditures [3]. - Chinese manufacturers are expected to gain a larger share of the global market due to their cost-effectiveness and customized service capabilities, particularly in the context of the Belt and Road Initiative [3]. Group 4: Future Outlook - The domestic engineering machinery market is projected to continue its mild recovery into 2026, with core product sales expected to remain positive [4]. - The overseas sales growth of engineering machinery is anticipated to remain robust, particularly in Africa and countries along the Belt and Road, although competition and trade barriers may intensify [4].

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-02-04 | 300210 | 森远股份 | 9.50 | 30.00 | 285.00 | 方正证券股份有限 | 中信证券股份有限 | | | | | | | | 公司鞍山湖南街证 | 公司杭州教工路证 | | | | | | | | 券营业部 | 券营业部 | 2月4日，森远股份大宗交易成交30万股，成交额285万元，占当日总成交额的3.31%，成交价9.5元，较市场收盘价9.62元折 价1.25%。 ...

证券日报网讯2月2日，森远股份（300210）在互动平台回答投资者提问时表示，公司除雪设备目前以国 内市场为主；公司与关联方签订了算力集群集成建设合同。 ...

证券日报网讯2月2日，森远股份（300210）在互动平台回答投资者提问时表示，公司一直在探索新兴领 域的业务机会，目前开展的相关算力服务业务于公司而言是机遇与挑战并存，公司如有重大事项，将及 时予以披露。 ...

Key Insights on Infrastructure Investment Opportunities - A seasonal infrastructure construction boom occurs from the end of the Spring Festival to the conclusion of the National People's Congress, lasting approximately 1-1.5 months, presenting significant investment opportunities[2] - The report identifies 10 strong sub-sectors with high odds and win rates, including engineering consulting services, environmental equipment, environmental governance, general equipment, specialized engineering, non-metallic materials, new metallic materials, specialized equipment, decoration, and plastics, with average returns of 12-15% and excess returns of 4-8% over the past decade[2][10] Selected Stocks from Strong Sub-sectors - The report highlights a portfolio of 18 stocks selected from the 10 strong sub-sectors based on a scoring model, which includes: - Engineering consulting: Qidi Design (average excess return 22.7%, win rate 100%) and Jian Ke Yuan (average excess return 16.4%, win rate 100%)[3][19] - Environmental equipment: Xianhe Environmental (average excess return 11.7%, win rate 90%) and Senyuan Co. (average excess return 12.2%, win rate 80%)[3][20] - Environmental governance: Shanghai Washba (average excess return 36.0%, win rate 100%) and Dechuang Environmental (average excess return 19.1%, win rate 89%)[3][23] - General equipment: Jialitu (average excess return 35.3%, win rate 100%) and Jinyang Sun (average excess return 28.8%, win rate 100%)[3][26] Performance and Risk Considerations - The selected 10 strong sub-sectors have consistently shown high absolute and excess return probabilities, with a stable performance track record over the past decade[10][13] - Risks include limitations of comparative studies, market learning effects leading to volatility, unexpected market downturns, and individual stock risks impacting the overall portfolio[4]

Market Overview - On January 30, the environmental equipment sector rose by 0.09% compared to the previous trading day, with Hengyu Environmental leading the gains [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] Stock Performance - Hengying Environmental (688309) closed at 31.60, up 12.06% with a trading volume of 58,100 shares and a transaction value of 175 million yuan [1] - Other notable performers included Meiyu Technology (688376) with a closing price of 69.02, up 2.77%, and Lihua Technology (300800) at 12.69, up 2.59% [1] - The table of stock performance shows various companies in the environmental equipment sector with their respective closing prices, percentage changes, trading volumes, and transaction values [1] Capital Flow - The environmental equipment sector experienced a net outflow of 124 million yuan from institutional investors, while retail investors saw a net inflow of 151 million yuan [2] - The capital flow table indicates the net inflow and outflow for various stocks within the sector, highlighting the dynamics between institutional and retail investors [2][3] Individual Stock Analysis - Yinfeng Environment (000967) had a net inflow of 28.08 million yuan from institutional investors, while Hengying Environmental (688309) saw a net inflow of 18.60 million yuan [3] - Conversely, Huahong Technology (002645) faced a significant decline of 10.00%, with a trading volume of 323,900 shares and a transaction value of 507 million yuan [2][3]

Core Viewpoint - The company, Senyuan Co., Ltd. (300210.SZ), expects a net profit attributable to shareholders of between -25 million to -17.5 million yuan for 2025, an improvement from the previous year's loss of -49.8783 million yuan [1] Financial Performance - The projected net profit after deducting non-recurring gains and losses is estimated to be between -31 million to -22 million yuan [1] - The primary reasons for the net profit loss include increased credit impairment and asset impairment provisions due to sales growth, leading to a corresponding increase in accounts receivable [1] - The company anticipates a bad debt provision of approximately 13 million to 16 million yuan for the current year [1] Asset Impairment - As per the accounting standards, the company conducted impairment tests on inventory, fixed assets, long-term equity investments, and construction in progress, resulting in an estimated asset impairment provision of about 2 million to 5 million yuan for the year [1]

证券日报网讯 1月29日，森远股份发布公告称，公司预计2025年度归属于上市公司股东的净利润为-2， 500万元至-1，750万元，上年同期为-4，987.83万元。 （文章来源：证券日报） ...