科技日报记者 操秀英 10月29日，在第21届中国国际煤炭采矿技术交流会及设备展上，山东能源集团与华为共同发布云鼎伏羲化工大模型及六大成熟应用场景，以及双方联合创新 的六大核心成果。这批成果由2022年成立的山东能源—华为联合创新中心主导、云鼎科技联合华为油气矿山军团共同攻关而来，旨在为能源行业提供可规模 化复制的智能化转型路径。 （图片由活动主办方提供）责任编辑：陈可轩 相关稿件： 双方同时推出的六大创新成果，包括矿山大模型新场景、综合承载网、班组协同交互通讯系统、云鼎仓颉智能体平台、云鼎神农数字化平台、非煤矿山智能 化解决方案，全面覆盖矿山生产、网络支撑、协同管理、平台赋能及非煤矿山领域。 发布会上，中国煤炭工业协会副会长、中国煤炭学会理事长刘峰表示，山东能源集团与华为公司以前瞻战略眼光和扎实创新行动，成功探索出行业数字化转 型的可复制、可推广路径，为行业转型树立了标杆。中国煤炭工业协会作为行业发展的推动者与服务者，将持续发挥桥梁纽带作用，聚焦关键核心技术攻关 与颠覆性技术创新，搭建高水平交流与合作平台，推动创新要素高效集聚，助力优秀解决方案在行业内落地生根、开花结果。 山东能源集团党委常委、副总经理刘强 ...

近期，A股汽车零部件企业三季报陆续出炉。东方财富Choice数据显示，截至记者发稿，汽车零部件行 业已有129家上市公司披露2025年三季度报告。其中，80家公司前三季度归属于上市公司股东的净利润 同比增长，占比超六成。 "随着全球汽车市场复苏和新能源汽车的普及，汽车零部件市场规模预计将保持稳定增长态势。"鹿客岛 科技创始人兼CEO卢克林对《证券日报》记者表示，"未来，汽车零部件行业集中度有望进一步提升， 竞争重点也将从产品价格转向技术、质量以及全球化运营能力等维度。相关企业需不断提升自身能力， 以便在后续的市场竞争中占据有利地位。" 多因素带动业绩向好 整体来看，在已披露三季报的汽车零部件上市公司中，浙江金固股份有限公司(以下简称"金固股份")、 福耀玻璃工业集团股份有限公司等73家上市公司今年前三季度均实现了营收、净利双增长。其中，芜湖 福赛科技股份有限公司、成都西菱动力科技股份有限公司等8家上市公司净利润同比增速超过100%，展 现出强劲的增长势头。 例如，10月28日晚间，浙江天成自控股份有限公司发布三季报。前三季度，公司实现营业收入18.55亿 元，同比增长27.3%；实现归属于上市公司股东的净利润 ...

Core Viewpoint - The Hong Kong IPO market is experiencing significant activity, with 168 new applications received in the first half of 2025, surpassing the total for the previous year. Notable companies, including SANY Heavy Industry, are pursuing listings amid this trend [1]. Company Overview - SANY Heavy Industry, founded in 1989, is the largest engineering machinery company in China and has a history of significant growth and development [4]. - The company has a current market capitalization exceeding 161.6 billion RMB, with its stock price fluctuating from a peak of 48.51 RMB per share in 2021 to 19.07 RMB per share recently [1]. Shareholding Structure - As of May 14, 2025, the controlling shareholders, including SANY Group and key founders, hold approximately 33.73% of the company's shares [5]. Financial Performance - SANY Heavy Industry's revenue for 2024 is projected to exceed 78.3 billion RMB, with a net profit of approximately 6.09 billion RMB. The company has experienced revenue fluctuations in recent years, with revenues of about 80.8 billion RMB in 2022 and 74.0 billion RMB in 2023 [18][20]. - The company has distributed over 7 billion RMB in dividends over the past three years, indicating a commitment to returning value to shareholders [10]. Market Position and Industry Trends - SANY Heavy Industry is the third-largest engineering machinery company globally, with over 60% of its revenue coming from international markets as of 2024 [20][29]. - The global engineering machinery market is projected to grow from 213.5 billion USD in 2024 to 296.1 billion USD by 2030, with a compound annual growth rate (CAGR) of 5.6% [22]. - The company’s product segments include excavators, concrete machinery, and cranes, with excavators accounting for 38.8% of revenue in 2024 [14]. Challenges and Opportunities - The engineering machinery industry is cyclical, with demand influenced by macroeconomic conditions. SANY Heavy Industry faces risks related to tariffs and trade protectionism in international markets [18][27]. - Despite a decline in R&D personnel from 7,466 to 5,867 over the past two years, the company aims to enhance its global sales and service network through its IPO fundraising [12][18].