证券之星消息，2月2日专用设备板块较上一交易日下跌2.45%，浙矿股份领跌。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。专用设备板块个股涨跌见下表： 从资金流向上来看，当日专用设备板块主力资金净流出16.08亿元，游资资金净流入6.57亿元，散户资金 净流入9.52亿元。专用设备板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600232 | 金鹰股份 | 9.32 | 10.04% | 15.68万 | | 1.43亿 | | 002009 | 天奇股份 | 29.73 | 4.76% | 119.89万 | | 36.13亿 | | 301338 | 凯格精机 | 129.58 | 3.42% | 6.68万 | | 8.76亿 | | 603391 | 力聚热能 | 71.78 | 2.97% | 6.78万 | | 4.85亿 | | 300669 | 沪宁股份 | 31.86 | 2.58 ...

证券日报网讯2月2日，浙矿股份（300837）在互动平台回答投资者提问时表示，公司密切关注行业发展 动态，积极应对市场环境变化，做好发展经营工作。 ...

2026年1月28日，招商证券股份有限公司发布研报《浙矿股份："业务结构+运营模式"升级共振并购铅银 矿打造第二成长曲线》，研究员为郭倩倩、刘伟洁、高杨洋、张洵伊、朱鹏丞。研报称，看好浙矿股份 在砂石矿山和金属矿山、资源回收利用主业的发展前景，同时公司并购海外铅银矿有望在未来增厚业 绩。公司对应25/26/27年的PE分别为65.4、53.9、48.1，首次覆盖给予"增持"投资评级。 中国经济网北京2月2日讯浙矿股份（300837）(300837.SZ)今日收报45.10元，跌幅13.14%，总市值45.10 亿元。 ...

格隆汇2月2日丨浙矿股份(300837.SZ)在投资者互动平台表示，公司产品和服务不涉及石油、煤炭领 域。 ...

证券之星消息，1月29日专用设备板块较上一交易日下跌1.85%，浙矿股份领跌。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。专用设备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) | | | --- | --- | --- | --- | --- | --- | --- | | 600499 | 科达制造 | 16.26 | 10.01% | 56.21万 | | 260.6 | | 002490 | 山东墨龙 | 9.78 | 8.07% | 140.15万 | | 13.15亿 | | 300509 | 新美星 | 15.91 | 6.28% | 29.90万 | | 4.73亿 | | 301158 | 德石股份 | 26.83 | 6.09% | 24.94万 | | 6.46亿 | | 603488 | 展鵬科技 | 11.15 | 5.89% | 29.71万 | | 3.24亿 | | 002667 | 威领股份 | 22.71 | 5.19% | 50.98万 | | 11.27亿 | | ...

（记者 张明双） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司收购的Alaigyr 公司矿山矿石储量是多少， 主要是哪几类金属？ 浙矿股份（300837.SZ）1月28日在投资者互动平台表示，公司拟收购的 Alaigyr 公司矿山为多金属矿， 核心品类为铅，另有伴生银及其他伴生金属。目前中介机构正开展标的资产的审计、评估相关工作，有 关信息请关注公司后续公告内容。 ...

数据显示，中加基金旗下1只基金位居浙矿股份十大流通股东。中加专精特新量化选股混合发起式A （021990）三季度新进十大流通股东，持有股数34.39万股，占流通股的比例为0.5%。根据测算，今日 浮亏损失约111.77万元。 中加专精特新量化选股混合发起式A（021990）成立日期2024年11月12日，最新规模1.51亿。今年以来 收益9.25%，同类排名2517/8864；近一年收益66.92%，同类排名1043/8126；成立以来收益74.16%。 中加专精特新量化选股混合发起式A（021990）基金经理为林沐尘。 1月28日，浙矿股份跌5.34%，截至发稿，报57.62元/股，成交1.40亿元，换手率3.42%，总市值57.62亿 元。 资料显示，浙矿重工股份有限公司位于浙江省长兴县和平镇工业园区，成立日期2003年9月4日，上市日 期2020年6月5日，公司主营业务涉及破碎、筛选成套设备的研发、设计、生产和销售。主营业务收入构 成为：破碎筛选成套生产线40.17%，破碎筛选单机设备21.84%，运营管理21.13%，配件及其他 16.86%。 从浙矿股份十大流通股东角度 截至发稿，林沐尘累计任职时间 ...

Key Points Summary Industry Overview - The mining machinery industry is expected to enter a new cycle of prosperity due to supply shortages and rising prices of metal commodities, influenced by anticipated interest rate cuts from the Federal Reserve [1][2] Company Recommendations XCMG Machinery - Leading in complete open-pit mining machinery, comparable to Caterpillar and Komatsu - Projected mining machinery revenue for 2025 is 13 billion (including spare parts), a year-on-year increase of 50% - Target for 2030 mining machinery revenue is 40 billion, with a CAGR of 25-30% [1] SANY International - Mining machinery accounts for 40% of total revenue - Overseas mining trucks are expected to contribute significantly to growth in 2026, with overseas mining machinery expected to exceed 50% of mining machinery business (6 billion) - Channel model adjustments are anticipated to enhance profitability; target for overseas mining machinery business in 2028 is 13 billion, aiming for over 100% growth in three years [1] Shantui - Leading in mining bulldozers, aiming to create a complete open-pit excavation solution - Expected sales of mining equipment to account for over 10% in 2025 [2] NPE Mining Machinery - Leading in wear-resistant parts for mineral processing, comparable to Meiyit Electric Steel - Projected mining machinery revenue for 2025 is 1 billion, with over 50% from overseas - Anticipated new product launches and overseas capacity expansion could lead to a new performance upturn, with a mid-term revenue target of 2 billion and profit target of 400 million by 2028 [2] New Sharp Co., Ltd. - Main business in hard alloys and rock drilling tools, comparable to Sandvik - Projected mining machinery revenue for 2025 is 1.8 billion, with 40% from overseas; recognized as a leading comprehensive solution provider for mining consumables [2] Nanmin Group - Main business in crushing and screening machinery, comparable to Metso/Sandvik - Projected mining machinery revenue for 2025 is 800 million, with 20% from overseas - Strategic changes include signing a ten-year operation contract for a large iron ore project and investing in a Zimbabwean gold mine, transitioning to an "equipment + operation" overseas model [2] Zhejiang Mining Co. - Main business in crushing and screening machinery, comparable to Metso/Sandvik - Projected mining machinery revenue for 2025 is 700 million, with 20% from overseas - Strategic changes include acquiring a lead-silver mine in Kazakhstan, initiating a dual-driven development phase of "mining machinery overseas + mining operation" [2]

Investment Rating - The report suggests a positive outlook for the mining machinery industry, indicating a potential upward trend in demand due to expectations of a global mining machinery demand turning point in 2026 [1][23]. Core Insights - The global mining machinery market is projected to be valued between 100 to 150 billion USD, with a balanced structure across various segments including drilling, crushing, mineral processing, open-pit, and underground equipment [5][8]. - The report highlights a shift in the business model of equipment companies from "manufacturing" to "operational services and resource development," driven by increased competition in the domestic market [20][23]. - The anticipated decline in interest rates by the Federal Reserve is expected to boost capital expenditures in the mining sector, leading to increased sales of mining machinery [18][20]. Market Overview - The mining machinery industry consists of 477 listed companies with a total market capitalization of 552.5 billion CNY, representing 4.9% of the market [2]. - The report notes that the mining machinery sector is a significant high-end segment within the broader engineering machinery market, with a steady growth trajectory expected as the industry enters a new replacement cycle [8][20]. Demand Outlook - Global capital expenditures by leading mining companies are projected to stabilize, with a potential recovery in demand for mining machinery as commodity prices strengthen [5][20]. - The report cites that in the first half of 2025, global leading mining companies' capital expenditures are expected to be 13.8 billion USD, reflecting a year-on-year decrease of 5.48% [20]. Industry Trends - The report identifies a trend where mining machinery companies are increasingly extending their business models to include operational and investment services, as evidenced by recent partnerships and equity acquisitions in mining projects [20][23]. - The report emphasizes the importance of high-end, automated products in the competitive landscape of the mining machinery sector, as companies adapt to changing market demands [20]. Investment Recommendations - The report recommends focusing on companies leading in open-pit mining machinery and those making significant progress in international markets, such as XCMG, SANY International, and others [23]. - It also suggests monitoring companies that are evolving their business models towards operational services and resource development, including Nape Mining Machinery and Zhejiang Mining [23].

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.87亿元，其中，买入成交额为9052.01 万元，卖出成交额为9610.22万元，合计净卖出558.21万元。 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买一、买三、卖一、卖二、卖四，合 计买入金额4544.84万元，卖出金额6788.75万元，合计净卖出2243.91万元。 浙矿股份今日涨停，全天换手率13.21%，成交额5.04亿元，振幅16.14%。龙虎榜数据显示，机构净卖出 2243.91万元，营业部席位合计净买入1685.70万元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%上榜，机构专用席位净卖出2243.91万元。 浙矿股份1月21日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 机构专用 | 1882.99 | 1986.89 | | 买二 | 华鑫证券有限责任公司上海宛平南路证券营业部 | 1698.63 | 0.49 | | 买三 | 机构专用 | 1617.11 | 1322.85 | | ...