格隆汇9月24日丨达刚控股(300103.SZ)在互动平台表示，公司高端路面装备研制板块涵盖了从沥青加 热、存储、运输与深加工设备到道路施工与养护专用车辆、专用设备及沥青拌和站等沥青路面筑养护系 列产品的研制、生产、销售、租赁及技术服务。《农村公路条例》的制定与颁布，对推动农村公路高质 量发展具有积极的促进作用。公司的筑养路机械产品既可用于高速公路的修建与养护，也可用于一般等 级道路的修建与养护，公司高度关注该条例的实施对公路基础建设市场的影响和商机。 ...

针对矿场工作面多变、道路多变的情况，徐工在能源补给方式上采取纯电动换电机制，探索形成了快速 换电方案，换电成功率已从60%提升到了95%以上。此外，徐工纯电动无人驾驶矿用自卸车已达到L4级 自动化驾驶水平，综合运行效率是人工驾驶的1.2倍，经专家进行技术成果鉴定，已达到国际领先水 平。 "目前，徐工矿机已经将ESG作为我们的必答题，将环境、社会和公司治理三大核心指标作为可持续发 展的重要标准；同时聚焦'双碳'服务国家能源安全战略，坚守以人为本，坚守长期主义，持续打造可持 续发展的内生力和影响力。" 9月23日，由《中国经营报》主办的"绿色引领重塑未来——2025中国企业可持续发展行动大会"在北京 市举行。徐工矿业机械研究院副院长胡德平在《矿山未来零碳先行》主题演讲中分享了徐工集团及旗下 徐工矿机践行绿色低碳发展战略、实现可持续发展的经验做法。 "目前，智能化、绿色化已经成为徐工集团的重要发展战略。在这样的战略引领下，徐工已经做了多方 面的前瞻布局。"胡德平表示，徐工百台纯电动无人驾驶矿用自卸车已在内蒙古伊敏露天矿实现规模化 运行，交出了一份"零碳矿山"的徐工答卷。 在胡德平看来，节能降耗一直是矿山企业非常关注 ...

中新网北京9月24日电 (记者 胡默达)第十七届中国(北京)国际工程机械、建材机械及矿山机械展览会 (BICES2025)23日在中国国际展览中心顺义馆启幕，一众高端化、智慧化、绿色化新产品及配套服务亮 相，展示出中国工程机械市场向高、向智、向绿发展的趋势。 第十七届中国(北京)国际工程机械、建材机械及矿山机械展览会(BICES2025)23日启幕。图为民众在徐 工集团展台内参观动力、电控等核心配套件。 中新社记者 胡默达 摄 "今年是卡特彼勒进入中国50周年。50年来，中国始终是卡特彼勒全球市场的最重要组成部分之一。未 来，我们将继续深耕中国市场。"卡特彼勒公司全球高级副总裁杨程建说，面对新需求，该企业根据中 国客户的反馈，新设计推出Cat3101百吨级超大型液压挖掘机，在节约能耗的同时，专为大方量煤矿工 程制造，海拔高度4500米时依然能保持满功率输出作业。 国内参展商方面，三一集团展出SW956E系列无人智能驾驶与远程遥控产品，徐工集团推出全系列新能 源主机产品。两家国内头部企业均着眼于构建覆盖全产业链条的完整技术生态，为多场景作业提供一站 式解决方案。三一集团大客户经理刘亚飞说，以人工智能为引领的数字 ...

Core Viewpoint - Anhui Heli (600761.SH) is utilizing part of its temporarily idle raised funds for cash management, specifically through structured deposits with Industrial Bank, while ensuring that this does not affect the normal operations and project investments of the company [1][2]. Group 1: Fundraising and Investment Management - On December 19, 2022, the company raised a total of 2.043 billion yuan through a public offering of convertible bonds [2]. - The company plans to use up to 750 million yuan of the temporarily idle raised funds for cash management [2]. - As of September 17, the company has purchased 29 principal-protected floating income bank wealth management products in the past 12 months, utilizing 530 million yuan of the available investment quota, with 220 million yuan remaining [1]. Group 2: Recent Financial Activities - On March 13, the company subscribed to a structured deposit product from Industrial Bank for 60 million yuan, which matured on September 15, yielding a return of 729,900 yuan [1]. - Following the maturity, the company subscribed to two additional structured deposit products from Industrial Bank, totaling 70 million yuan [1]. - The company emphasizes that the use of idle funds for cash management is aimed at improving the efficiency of fund utilization without altering the intended use of the raised funds [1].

国泰君安高端装备混合发起A（017933）基金经理为李煜。 数据显示，国泰海通资管旗下1只基金重仓山推股份。国泰君安高端装备混合发起A（017933）二季度 持有股数6.58万股，占基金净值比例为4.7%，位居第五大重仓股。根据测算，今日浮盈赚取约3.29万 元。 国泰君安高端装备混合发起A（017933）成立日期2023年3月1日，最新规模807.71万。今年以来收益 15.17%，同类排名4997/8173；近一年收益23.36%，同类排名5629/7996；成立以来亏损4.1%。 9月24日，山推股份涨5.08%，截至发稿，报10.34元/股，成交5.83亿元，换手率4.35%，总市值155.11亿 元。 资料显示，山推工程机械股份有限公司位于山东省济宁市高新区327国道58号,香港铜锣湾勿地臣街1号 时代广场2座31楼，成立日期1993年12月14日，上市日期1997年1月22日，公司主营业务涉及建筑工程机 械、矿山机械、农田基本建设机械、收获机械及配件的研究、开发、制造、销售、租赁、维修及技术咨 询服务。主营业务收入构成为：工程机械主机产品73.25%，工程机械配件及其他19.45%，其他(补 充) ...

Company Overview - Shantui Construction Machinery Co., Ltd. is located in Jining, Shandong Province, and was established on December 14, 1993, with its listing date on January 22, 1997. The company specializes in the research, development, manufacturing, sales, leasing, maintenance, and technical consulting services of construction machinery, mining machinery, agricultural machinery, harvesting machinery, and their parts [1]. Financial Performance - As of September 24, Shantui's stock price increased by 5.08%, reaching 10.34 CNY per share, with a trading volume of 583 million CNY and a turnover rate of 4.35%. The total market capitalization stands at 15.511 billion CNY [1]. - The main revenue composition of Shantui includes 73.25% from construction machinery main products, 19.45% from construction machinery parts and others, and 7.31% from other supplementary sources [1]. Fund Holdings - According to data, one fund under E Fund has a significant holding in Shantui. The E Fund New Silk Road Mixed Fund (001373) held 6.5969 million shares in the second quarter, accounting for 2.12% of the fund's net value, making it the ninth largest holding. The estimated floating profit for today is approximately 3.2985 million CNY [2]. - The E Fund New Silk Road Mixed Fund was established on May 27, 2015, with a current scale of 2.787 billion CNY. Year-to-date returns are 21.42%, ranking 4102 out of 8173 in its category; the one-year return is 35.67%, ranking 4502 out of 7996; and since inception, the return is 106.9% [2].

Group 1 - The report summarizes key insights from the macro strategy team regarding the manufacturing sector, focusing on cyclical reversals, growth opportunities, military trade expansion, and overseas development [1] - The core investment targets identified include companies such as Yokogawa Precision, Zhejiang Rongtai, Shanghai Yanpu, and Sany Heavy Industry, among others [2][3] - The report highlights the strong investment value of leading companies in the engineering machinery sector and notes the significant valuation of the humanoid robot startup Figure at $39 billion [4] Group 2 - The performance of various sectors in the manufacturing industry is tracked, with coal, electric equipment, electronics, and automotive sectors showing positive growth rates of 4% to 3% [5][27] - The industrial gas sector led the manufacturing indices with a 9% increase, followed by the Yangtze Engineering Machinery Index at 6% and the National New Energy Vehicle Index at 4% [5][29] - The report emphasizes the growth potential in the domestic chip market, particularly in FPGA technology, with a projected market size increase from $2.5 billion in 2024 to $4.7 billion by 2030, reflecting a CAGR of 11% [10] Group 3 - The report discusses the strategic partnership between Aolide and BOE Technology Group, which aims to enhance growth in the AMOLED sector through collaboration on equipment and materials [12][13] - Aolide's revenue for the first half of 2025 reached 6.61 billion yuan, marking a 14.92% year-on-year increase, with a significant rise in net profit attributed to improved operational cash flow [12][16] - The solid-state battery equipment sector is highlighted as a new growth area, with the market expected to grow from 2.06 billion yuan in 2025 to 33.62 billion yuan by 2030, indicating a CAGR of 74.8% [14] Group 4 - The report identifies the cooling and air conditioning components business as a key revenue driver, with a 25.49% year-on-year increase in revenue for the first half of 2025, driven by global climate demands [15][16] - The automotive components business also showed growth, with revenue increasing by 8.83% in the same period, supported by a diversified customer base including major automotive manufacturers [16] - The report notes the strategic focus on liquid cooling and robotics as emerging growth areas, with significant potential in data center applications and robotic actuator manufacturing [16][17] Group 5 - The report highlights the potential of the deep-sea technology sector, particularly in floating wind power, with a projected market growth rate of 70% CAGR from 2024 to 2030 [17][18] - The company is positioned to benefit from the increasing demand for mooring chains in the offshore oil and gas sector, with a strong order intake in 2025 [17][20] - The report emphasizes the importance of government policies in promoting deep-sea technology, which is expected to drive growth in the sector [18][20]

Core Viewpoint - Caterpillar showcased innovative products and services at the 17th China (Beijing) International Engineering Machinery, Building Materials Machinery, and Mining Machinery Exhibition (BICES2025), emphasizing its commitment to sustainability and customer productivity as it celebrates its centenary and 50 years in China [1][2] Group 1: Innovation and Product Showcase - The exhibition highlighted Caterpillar's focus on autonomous driving, alternative fuels, connectivity, digitalization, and electrification (AACE) to enhance customer productivity, safety, and sustainability for the next century [1] - Key products displayed included the commemorative "Centennial Gray" Cat323GX excavator, the Cat3101 super-large hydraulic excavator, and the Cat320D new power excavator [2] - The new generation electric-driven loader 669G (423.9 kWh) was launched, along with three other new models: 688G loader, 656G loader, and 3110F wide-body dump truck [2] Group 2: Historical Significance and Customer Engagement - Caterpillar's participation in BICES2025 is part of its global centennial celebrations, showcasing a century of innovation and customer success [1] - The exhibition featured a "Caterpillar Centennial Wall" that illustrated the company's history and its role in helping customers succeed over the past century [2] - A key handover ceremony for new vehicles was held, marking a new phase in collaboration between Caterpillar and its customers [2]

Group 1 - The core viewpoint of the news is that Hangcha Group's stock has seen a significant increase of 5.03%, reaching a price of 29.88 CNY per share, with a total market capitalization of 39.137 billion CNY [1] - Hangcha Group, established in December 2016, specializes in the research, production, and sales of industrial vehicles and key components, with 98.46% of its revenue coming from forklifts and parts [1] - The trading volume for Hangcha Group was 241 million CNY, with a turnover rate of 0.63% [1] Group 2 - Dachen Fund has a significant holding in Hangcha Group, with its Dachen CSI Engineering Machinery ETF (159542) increasing its stake by 2,800 shares in the second quarter, now holding 11,300 shares, which represents 2.06% of the fund's net value [2] - The Dachen CSI Engineering Machinery ETF has achieved a year-to-date return of 24.81% and a one-year return of 45.49%, ranking 2040 out of 4220 and 2192 out of 3814 respectively [2] - The fund manager, Zheng Shaofang, has been in charge for 2 years and 83 days, with the best return during this period being 45.67% [3]

Group 1 - The core viewpoint of the news is that several companies have received significant target price increases from brokers, indicating potential investment opportunities in the market [1] - The companies with the highest target price increases are Shenling Environment, Daimay Co., and Zhongding Co., with target price increases of 35.04%, 22.52%, and 9.02% respectively [1][2] - Shenling Environment operates in the general equipment industry, while Daimay Co. and Zhongding Co. are part of the automotive parts industry [1] Group 2 - On September 23, a total of 42 listed companies received broker recommendations, with Guanghetong and Kaili Medical each receiving 2 recommendations, and China General Nuclear Power receiving 1 recommendation [2][3] - The companies that received the most broker recommendations include Guanghetong in the communication equipment sector and Kaili Medical in the medical device sector [3] - There were 12 instances of first-time coverage by brokers on September 23, with companies like Huadong Heavy Machinery and Longxin General receiving "buy" ratings from various securities firms [4]