南财智讯12月29日电，南矿集团公告，公司近日与岚县伟业选矿有限公司签订《岚县伟业460万吨/年选 矿项目设备采购及生产运营合同》。根据合同约定，在项目建设完成并经双方验收具备正常生产条件 后，公司将负责本项目选矿厂全流程运营（不含尾矿库运营），预计10年运营费用约为30.00亿元。合 同的履行预计将对公司未来年度的营业收入和营业利润产生积极影响。公司已就设备管理费、设备款支 付、运营服务费等事项与对方作出明确约定，并与交易对手方实际控制人签订了股权质押合同以保障债 权实现。 ...

天眼查App显示，12月26日，中煤科工（西安）智能成套装备科技有限公司成立，法定代表人为杜耀 波，注册资本20亿人民币，经营范围包括矿山机械制造、矿山机械销售、机械设备研发、通用设备制造 等。股东信息显示，该公司由天地科技（600582）、中煤科工集团上海有限公司、天玛智控（688570） 等共同持股。 ...

Investment Rating - The report suggests a positive outlook for the high-end equipment manufacturing industry in China, emphasizing a "dual-driven" growth model characterized by strong domestic demand and robust international expansion [3][5]. Core Insights - The high-end equipment industry in China is experiencing a structural transformation, with a focus on technological advancements and brand development, leading to increased global market share [3]. - The report highlights two main investment themes: the technological self-reliance driven by AI and the deepening international expansion of Chinese equipment manufacturers [4][5]. - Key sectors to watch include gas turbines, industrial mother machines, controlled nuclear fusion, quantum computing, robotics, and 3D printing, which are expected to drive future growth [4][41]. Summary by Sections Domestic Manufacturing and Investment - Manufacturing investment in China is under short-term pressure, but high-end manufacturing and equipment sectors are emerging as growth engines, with a 1.9% year-on-year increase in manufacturing fixed asset investment [15][19]. - The report notes that high-tech manufacturing and equipment manufacturing sectors maintain high levels of activity despite overall investment slowdowns [15][22]. Export Performance - China's high-end equipment exports are performing well, driven by the global AI investment boom and recovery in demand from developed markets [28][31]. - In the first ten months of 2025, China's exports of electromechanical products reached 13.43 trillion yuan, marking an 8.7% year-on-year increase [28][31]. Technological Self-Reliance - The report emphasizes the importance of technological self-reliance, particularly in sectors like gas turbines and quantum computing, which are expected to see significant growth due to increasing global demand [4][48]. - The global gas turbine market is projected to grow significantly, with sales expected to rise from 44.1 GW in 2023 to an average of 60 GW from 2024 to 2026, reflecting a 36% increase [49][50]. International Expansion - Chinese equipment manufacturers are poised for further international growth, particularly in emerging markets, with sectors like engineering machinery and agricultural equipment expected to see substantial export growth [5][41]. - The report highlights the potential for Chinese companies in the oil and gas equipment sector, particularly in the Middle East, where demand is expected to rise significantly [5][13].

格隆汇12月24日丨耐普矿机(300818.SZ)在投资者互动平台表示，哥伦比亚矿山项目环评暂无进展。 ...

证券日报网讯12月23日，耐普矿机（300818）在互动平台回答投资者提问时表示，截至2025年12月19日 收盘，公司股东人数为8605户。 ...

□ 本报记者 颜 颖 2024年，江苏制造业增加值4.63万亿元，占GDP比重达33.8%，连续4年稳居第一制造业大省；全省制造 业高质量发展指数连续5年全国第一，两化融合发展水平指数连续10年全国第一；目前拥有国家级先进 制造业集群14个，数量居全国第一……记者随"活力中国调研行"走进一线企业，感受到实体经济的有力 脉搏频频在车间活跃跳动。立足因地制宜发展新质生产力，江苏正全力构建自主可控、安全可靠、竞争 力强的现代化产业体系。 企业挺立潮头，锻造创新"主引擎" "猜猜能切割出来多少硅片？"指着展柜里一根近70厘米长的硅棒，位于徐州经开区的弘元新材料（徐 州）有限公司副总经理吴传杰公布答案："约5000片，每一片比纸还薄。"在恒温恒湿的洁净车间内，硅 片经历着从厚重到轻薄的蜕变之旅——长达600米的自动化产线上，7道精密切割工序环环相扣，每道工 序都在智能装备精准控制下完成，这些硅片将被加工成高效电池片。 光伏行业价格波动剧烈，产品超薄，光电转换效率提高，技术优势就能转化为价格优势和市场优势。该 公司电池片产线负责人于佳说，业内N型TOPCon光伏晶硅电池理论转换极限效率为28.7%，而目前公司 量产的N型 ...

2024年，江苏制造业增加值4.63万亿元，占GDP比重达33.8%，连续4年稳居第一制造业大省；全省 制造业高质量发展指数连续5年全国第一，两化融合发展水平指数连续10年全国第一；目前拥有国家级 先进制造业集群14个，数量居全国第一……记者随"活力中国调研行"走进一线企业，感受到实体经济的 有力脉搏频频在车间活跃跳动。立足因地制宜发展新质生产力，江苏正全力构建自主可控、安全可靠、 竞争力强的现代化产业体系。 近年来，江苏加快构建以企业为主体的产业创新体系，引导企业主动创新求变。既鼓励企业加快技 术和产品创新，也引导企业加快模式创新。在国家战略需求和产业发展关键环节，企业日益发挥"出题 人""答题人""阅卷人"作用，自主推动工业产品质量迈向中高端。 目前，江苏拥有国家级先进制造业集群14个，数量居全国第一。作为产业集群的"细胞"，江苏5.7 万家高新技术企业贡献近八成研发投入和九成专利授权，这种以企业为主体的创新生态，让江苏的产业 链供应链在面对外部冲击时，具有极强的自我修复和迭代能力。 数智深度融合，激活增效"新密码" 载重90吨的纯电动宽体自卸车、没有驾驶室的无人矿卡、全球最大的400吨后驱刚性矿车……在 ...

公司于2025年12月20日收到深交所出具的《山东矿机_再融资_查阅项目中止通知》,因中国证券监督管 理委员会江苏监管局对公司本次向特定对象发行的会计师永拓会计师事务所(特殊普通合伙)依法作出行 政处罚，禁止其从事证券服务业务，根据《深圳证券交易所上市公司证券发行上市审核规则》第二十条 的相关规定，深交所中止公司本次发行上市审核。 公司与上述中介机构被行政处罚的事项无关，公司本次申请中止审核不会影响公司的正常生产经营。公 司拟聘请新的会计师事务所，公司将根据《深圳证券交易所股票发行上市审核规则》的相关规定，在满 足恢复审核条件后及时向深交所申请恢复对本次向特定对象发行股票的审核。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002526 证券简称：山东矿机 公告编号：2025-055 山东矿机集团股份有限公司 关于收到深圳证券交易所中止审核公司 向特定对象发行股票通知的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 山东矿机集团股份有限公司（以下简称"公司"）向特定对象发行股票的申请文件于2025年3月21日获得 深圳证券交易所（以下简称 ...

Core Insights - The report highlights that the macroeconomic environment in 2026 will be influenced by U.S. midterm election pressures, defense demands in Europe and Japan, and China's focus on stable growth, leading to continued policy easing in the first half of the year [2] - The AI boom is expected to enhance efficiency and stock valuations but may also exacerbate job losses and economic K-shaped divergence [2] - The report suggests that the second half of 2026 may see a rebound in inflation due to global liquidity easing, a weaker dollar, and China's anti-involution efforts, potentially causing volatility in high-valuation assets [2] Industry Outlook Chinese Internet Software - 2026 is seen as a critical year for competing for user attention in the AI era, with a focus on lowering usage barriers, enhancing decision-making efficiency, and creating real value [2] - Companies with stable cash flows supporting AI investments and strong operational capabilities are expected to have higher long-term investment value [5] Semiconductor - The report maintains four core investment themes for 2026: AI-driven structural growth, China's semiconductor self-sufficiency trend, high-yield defensive allocations, and industry consolidation [7] - The global semiconductor market is projected to grow by 26% to $975 billion in 2026, with AI-related segments leading the growth [7] Technology - The global tech industry is expected to experience demand differentiation and accelerated AI innovation, with a focus on AI computing infrastructure and end-user AI products [8] - Key companies to watch include Apple, which is anticipated to have a year of innovation with new AI products [8] Consumer Sectors Essential Consumption - The report identifies three main investment themes: deepening consumption stratification, focusing on essential survival needs, and leveraging overseas expansion to hedge against domestic uncertainties [10][20] - Companies in the food and beverage sector, such as Nongfu Spring and China Resources Beverages, are recommended due to their stable demand and attractive valuations [21] Discretionary Consumption - The outlook for the discretionary consumption sector is cautious, with expected retail sales growth of about 3.5% in 2026, slightly down from 4% in 2025 [11] - The report suggests a focus on survival-type consumption and low-cost emotional comfort products, with recommendations for companies like Luckin Coffee and Bosideng [11][21] Automotive - The Chinese automotive industry is expected to show resilience despite pressures from subsidy reductions and tax incentives, with retail sales of passenger vehicles projected to remain stable [12] - Key trends include intensified competition and the introduction of new models, particularly in the new energy vehicle segment [12] Pharmaceuticals - The innovative drug sector has seen significant growth driven by overseas licensing deals, but future catalysts are expected to shift from upfront payments to milestone achievements [13] - The CXO industry is anticipated to continue its recovery in 2026, supported by a rebound in domestic R&D demand [13] Real Estate - The report forecasts a continued contraction in the real estate market, with total residential sales expected to decline by 8% in 2026 [16][17] - Investment themes include focusing on stock market service providers and companies with strong operational capabilities in commercial assets [18][19]

2026年南非约翰内斯堡国际矿山与电力博览会 展出时间：2026年9月7-11日 展出地点：约翰内斯堡国际展览中心 举办周期：两年一届 展会介绍： 南非约翰内斯堡国际矿山与电力博览会始创于1972年，作为非洲大陆规模及影响力最大的专业展览会享誉51载，其影响力遍及南部非洲乃至整个非洲大陆， 是非洲首屈一指的顶级专业盛会。该展览每两年举办一次，由英国的蒙哥马利展览集团公司所属的南非专业展览有限公司主办，经过多年积累和历史选择， 通过矿山机械、工程机械、电力能源、工业制造及自动化等主题领域的联动展览，该展甚至将南非宝马国际工程机械展彻底击败并挤出了当地市场，目前已 发展成为世界顶尖水平的全球国际性大展，是非洲唯一且最具影响力的顶级专业博览会。 南非的矿产资源丰富，是世界第四大矿产国。黄金和钻石的储量和产量均居世界首位。世界上已经探明的地下综合性矿产资源共有150种，而这些矿产资源 在南非及非洲其他地区均有储藏，尤其是与发展科技产业和促进经济可持续发展密切相关的50多种贵重稀有矿产品及近年来新能源行业依托的核心矿种。南 非的交通四通八达，道路维修、改建和扩建等一直在进行，市政建设热度不减，加上南非本身矿产丰富，这些 ...