（文章来源：证券日报） 证券日报网讯 2月3日，柳工发布公告称，公司可转债持续督导保荐代表人由杨铭变更为高博，华泰联 合证券继续履行督导职责至监管规定结束。 ...

Group 1 - The engineering machinery sector experienced a significant increase of 6.35% on February 3, with construction machinery leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Key stocks in the engineering machinery sector showed notable price increases, with Construction Machinery rising by 9.95% to a closing price of 4.53 [1] Group 2 - The main capital inflow in the engineering machinery sector was 1.283 billion yuan, while retail investors saw a net outflow of 817 million yuan [2] - Major stocks such as Sany Heavy Industry and Zoomlion received significant net inflows from institutional investors, with Sany Heavy Industry attracting 675 million yuan [3] - The overall trading volume for the engineering machinery sector was substantial, with individual stocks like Zoomlion and Sany Heavy Industry contributing significantly to the total turnover [1][2]

证券代码：000528 证券简称：柳 工 公告编号：2026-03 债券代码：127084 债券简称：柳工转2 特此公告。 广西柳工机械股份有限公司董事会 2026 年 2 月 4 日 第 1页，共 2页 广西柳工机械股份有限公司 关于变更持续督导保荐代表人的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 广西柳工机械股份有限公司（以下简称"公司"）聘请华泰联合证券有限责任公司 （以下简称"华泰联合证券"）担任公司 2023 年向不特定对象发行可转换公司债券的 保荐机构，原委派杨柏龄女士、杨铭先生担任保荐代表人。该项目的法定持续督导期至 2024年12月31日止。因公司本次向不特定对象发行可转换公司债券尚未完全转股完毕， 且本次募集资金尚未使用完毕，华泰联合证券将对可转换公司债券转股以及募集资金存 放和使用事宜继续履行持续督导责任。 公司于近日收到华泰联合证券《关于更换广西柳工机械股份有限公司向不特定对象 发行可转换公司债券持续督导保荐代表人的函》，华泰联合证券委派的本项目保荐代表 人杨铭先生因个人工作变动原因，不再担任本项目持续督导的保荐代表人。根据相 ...

格隆汇2月3日｜中邮证券研报指出，柳工业绩稳健增长，加码国际化、新产业。公司预计2025年实现归 母净利润15.26-16.59亿元，同比增长15-25%；实现扣非归母净利润13.23-14.55亿元，同比增长 16%-28%。行业企稳复苏，公司坚持新"三全战略"。持续加大海外投入，收入占比提升至47%。展望 2026年，公司将加快在核心市场的业务布局，在关键区域新落地超10家境外子公司，依托子公司平台在 当地设立产品应用研发中心，选定合适国家建立本地KD工厂，在多国建设大修中心、整机及配件物流 运营中心，进一步打造本地化渠道网络。在矿山机械、农机领域持续完善产品，打造新增长点。维 持"买入"评级。 ...

政府工作报告提到，2025年全区地方生产总值增长5.1%，增速高于预期目标、高于上年同期、高 于全国（简称"三个高于"），取得多年未有的好成绩。 这份沉甸甸的答卷背后，传递出哪些发展新信号？2月2日，记者采访出席自治区两会的代表委员以 及相关专家，共同解读报告亮点，剖析广西经济稳中有进的关键支撑。 释放出中长期发展的确定性信号 "5.1%的经济增速不是简单的数字增长，而是含金量十足的发展答卷。"广西社会科学院宏观经济研 究所所长、研究员曹玉娟委员直言，5.1%的增速是在外部不确定性上升、国内结构持续调整的双重压 力下取得的，彰显了广西经济"向新提质、以民为本"的高质量成色，释放出中长期发展的确定性信号。 从增速看，5.1%不仅高于2024年4.2%的增速，也以"稳中有快"的态势跑赢全国5.0%的平均水平。 2025年全区规模以上工业增加值增长7.7%，制造业增加值增长9.1%；高技术制造业和装备制造业分别 实现23.7%和16.5%的高增长；汽车用锂离子动力电池、风力发电机组、服务机器人等新产品产量分别 增长54.5%、30.6%、23.0%，产业结构升级趋势更加明显。 "这些数据表明，广西的增长动力正从传统 ...

科创赋能强"新"：AI领航培育新质生产力 作为广西发展新名片，人工智能正成为激活新质生产力的核心引擎。2025年，广西"人工智能+"行动成 效显著，"南A中心"90天建成投用，新签约AI产业项目208个，与8个东盟国家开展大模型研发合作。在 此基础上，2026年广西加码布局，三年安排450亿元专项支持AI产业发展，着力构建"北上广研发+广西 集成+东盟应用"发展路径。 具体来看，广西将推进南宁国际通信业务出入口局投产运营，建设广西人工智能学院、广西—东盟具身 智能中试训练场等科创平台，打造高质量数据集和东盟语料库；深化AI与制造业融合，开发面向糖 业、新能源汽车、有色金属等领域垂类大模型和智能体，拓展农业、文旅、社会治理等多场景应用；力 争新增80家自治区级智能工厂和数字化车间，人形机器人产量突破5000台。同时，广西将通过举办"百 业千企AI转型联合大赛"等，促进人工智能创新应用，打造面向东盟的人工智能国际合作高地。 产业筑基提"金"：构建现代化产业体系 2025年，广西工业对经济增长贡献率达35.1%，为经济发展筑牢"压舱石"。2026年，广西坚持智能化、 绿色化、融合化方向，聚焦产业升级，以补链强链延链 ...

Group 1 - A total of 31 companies were investigated by well-known institutions in the past week (January 26 - February 2) [1] - The industries with significant attention included power equipment and machinery [1] - Notable companies receiving the most attention included Ying Tang Zhi Kong, Guanglong Integrated, and Ao Jian Microelectronics, which are involved in core optical communication components [1] Group 2 - The top companies by the number of institutional investigations included: - Jingzhida and Zhongji Xuchuang with 170 and 137 investigations respectively [2] - Wangsu Technology with 56 investigations [2] - Liu Gong with 46 investigations [2] - China Resources Microelectronics with 43 investigations [2] - Other companies of interest included: - Sunshine Nuohe with 17 investigations [3] - Shunhao Co. with 16 investigations [3] - Panda Dairy with 4 investigations [3] - Ninebot Company with 160 investigations on multiple occasions [3][4] - Additional companies receiving attention included: - Midea Group with 20 investigations [5] - Jin Da Wei with 17 investigations [5] - Huaneng Energy with 9 investigations [5]

Core Viewpoint - Securities firms have given "buy" ratings to over 10 A-share listed companies on February 2, focusing on industries such as gaming, engineering machinery, agriculture, communication equipment, consulting services, logistics, beauty care, and paper printing [1] Group 1: Company Ratings and Forecasts - Perfect World received significant attention from brokers, with four reports in the past month, including two on February 2, ranking first among recommended stocks. China Galaxy's report predicts a turnaround in profits with a focus on the game "Yihuan" expected to launch in 2026, estimating net profits of 736 million, 1.53 billion, and 1.7 billion yuan for 2025-2027, with corresponding P/E ratios of 50x, 24x, and 21x [3] - LiuGong also garnered attention, ranking second among recommended stocks with three reports in the past month. A report from Zhongyou Securities forecasts revenues of 33.74 billion, 37.21 billion, and 40.60 billion yuan for 2025-2027, with year-on-year growth rates of 12.22%, 10.28%, and 9.12%, and net profits of 1.59 billion, 1.98 billion, and 2.43 billion yuan, with growth rates of 20.01%, 24.63%, and 22.22% [3] - Wanchen Group ranked third, with two reports in the past month. China Galaxy's report estimates revenues of 51.4 billion, 64.1 billion, and 73 billion yuan for 2025-2027, with year-on-year growth rates of 59%, 25%, and 14%, and net profits of 1.3 billion, 2.1 billion, and 2.6 billion yuan, with growth rates of 346%, 63%, and 21% [4] Group 2: Other Notable Companies - Other companies receiving attention from brokers include Fujida, Huatu Shanding, Zhonggu Logistics, Huaxi Biotechnology, Zhongji Xuchuang, Xinyi Sheng, and Hengfeng Paper, indicating a broad interest across various sectors [4]

Investment Rating - The investment rating for the company is "Buy" and is maintained [1] Core Insights - The company is expected to achieve a net profit attributable to shareholders of 1.526 to 1.659 billion yuan in 2025, representing a year-on-year growth of 15% to 25% [4] - The company adheres to a new "Three Full Strategy" focusing on comprehensive solutions, digitalization, and globalization, which is expected to drive revenue and profit growth [5] - The company has increased its overseas investments, with international business accounting for approximately 47% of total revenue, and plans to establish over 10 new overseas subsidiaries in key markets by 2026 [6] Company Overview - The latest closing price is 11.39 yuan, with a total market capitalization of 23.2 billion yuan [3] - The company has a debt-to-asset ratio of 60.1% and a price-to-earnings ratio of 16.69 [3] Financial Forecast and Valuation - Revenue projections for 2025, 2026, and 2027 are 33.737 billion, 37.205 billion, and 40.599 billion yuan, respectively, with year-on-year growth rates of 12.22%, 10.28%, and 9.12% [8] - The net profit attributable to shareholders is forecasted to be 1.593 billion, 1.985 billion, and 2.426 billion yuan for the same years, with growth rates of 20.01%, 24.63%, and 22.22% [8] - The corresponding PE ratios for 2025, 2026, and 2027 are 14.56, 11.68, and 9.56, maintaining a "Buy" rating [8]

Investment Rating - The investment rating for the company is "Buy" and is maintained [1] Core Insights - The company is expected to achieve a net profit attributable to shareholders of 1.526 to 1.659 billion yuan in 2025, representing a year-on-year growth of 15% to 25% [4] - The company adheres to a new "Three Full Strategy" focusing on comprehensive solutions, digitalization, and globalization, which is expected to drive revenue and profit growth [5] - The company has increased its overseas investments, with international business accounting for approximately 47% of total revenue, and plans to establish over 10 new overseas subsidiaries in key markets by 2026 [6] Company Overview - The latest closing price is 11.39 yuan, with a total market capitalization of 23.2 billion yuan [3] - The company has a debt-to-asset ratio of 60.1% and a price-to-earnings ratio of 16.69 [3] Financial Forecast and Valuation - Revenue projections for 2025, 2026, and 2027 are 33.737 billion, 37.205 billion, and 40.599 billion yuan, with year-on-year growth rates of 12.22%, 10.28%, and 9.12% respectively [8] - The net profit attributable to shareholders is forecasted to be 1.593 billion, 1.985 billion, and 2.426 billion yuan for the same years, with growth rates of 20.01%, 24.63%, and 22.22% respectively [8] - The corresponding PE valuations for 2025, 2026, and 2027 are 14.56, 11.68, and 9.56, maintaining a "Buy" rating [8]