截至2025年9月26日收盘，振华重工(600320)报收于4.37元，上涨0.46%，换手率0.95%，成交量31.65万 手，成交额1.39亿元。 上海振华重工（集团）股份有限公司2025年半年度利润分配方案的公告 本公司董事会保证公告内容真实、准确、完整。每股派发现金红利0.02元（含税），B股以美元支付， 汇率按股东会决议日下一工作日中国人民银行公布的美元兑人民币中间价折算。本次利润分配以实施权 益分派股权登记日登记的总股本（扣除回购专用证券账户股份）为基数，如股权登记日前总股本变动， 拟维持每股分配比例不变，相应调整分配总额。2025年半年度公司实现归属于母公司所有者的净利润约 3.44亿元，母公司未分配利润约27.11亿元。截至公告日，公司总股本5,268,353,501股，扣除回购股份后 为5,264,353,501股，拟派发现金红利105,287,070.02元（含税），占净利润30.57%。该方案尚需提交股 东会审议。 上海振华重工（集团）股份有限公司董事会 当日关注点 交易信息汇总资金流向 9月26日主力资金净流入1831.23万元，占总成交额13.19%；游资资金净流出787.15万元， ...

Core Viewpoint - The report from Zhongyou Securities indicates that Dalian Heavy Industry has achieved positive growth in both revenue and profit in the first half of 2025, with multiple business segments performing well [1] Revenue Performance - Material handling equipment revenue reached 2.322 billion yuan, an increase of 8.51% year-on-year [1] - New energy equipment revenue was 1.734 billion yuan, reflecting a year-on-year growth of 21.45% [1] - Metallurgical equipment revenue amounted to 1.948 billion yuan, with a year-on-year increase of 21.04% [1] - Core components revenue reached 1.014 billion yuan, showing a significant year-on-year growth of 25.29% [1] Operational Efficiency - The company continues to implement cost reduction and efficiency improvement measures, along with institutional reforms to enhance operational efficiency and quality [1] Contract Backlog - As of the end of August 2025, the company has a substantial contract backlog of approximately 34.5 billion yuan, primarily scheduled for delivery between 2025 and 2027 [1] Investment Rating - The report initiates coverage with an "Overweight" rating for the company [1]

中邮证券日前研报指出，大连重工上半年营收利润双双保持正增长，各业务多点开花。分几个主要的板 块来看：2025H1，物料搬运设备营收23.22亿元，同比+8.51%；新能源设备营收17.34亿元，同比 +21.45%；冶金设备营收19.48亿元，同比+21.04%；核心零部件营收10.14亿元，同比+25.29%。公司持 续推行降本控费、制度改革等举措，进一步提升经营效率和质量。公司在手合同维持高位，国际化布局 有序推进。截至2025年8月末，公司累计在手合同约345亿元，主要将在2025-2027年交付。首次覆盖， 给予"增持"评级。 ...

太原重工(600169)今日涨停，全天换手率5.31%，成交额4.69亿元，振幅11.07%。龙虎榜数据显示，沪 股通净卖出804.00万元，营业部席位合计净买入3302.94万元。 上交所公开信息显示，当日该股因日涨幅偏离值达10.82%上榜，沪股通净卖出804.00万元。 （文章来源：证券时报网） 融资融券数据显示，该股最新（9月25日）两融余额为2.05亿元，其中，融资余额为2.05亿元，融券余额 为31.41万元。近5日融资余额合计减少566.64万元，降幅为2.69%。融券余额合计增加0.86万元，增幅 2.81%。 8月26日公司发布的半年报数据显示，上半年公司共实现营业收入47.59亿元，同比增长30.81%，实现净 利润4384.83万元，同比增长5.92%。（数据宝） 太原重工9月26日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 华鑫证券有限责任公司上海莲花路证券营业部 | 2499.98 | | | 买二 | 沪股通专用 | 1989.29 | | ...

中共中央政治局常委、国务院副总理丁薛祥23日在湖南调研。他强调，要深入学习贯彻习近平总书记在 湖南考察时的重要讲话精神，以科技创新引领产业创新，加快培育和发展新质生产力，打造国家重要先 进制造业高地。 在中联重科股份有限公司，丁薛祥实地察看智能制造生产线，观看全球领先的新能源、智能化重型机械 展示。他表示，制造业是立国之本、强国之基，要统筹推动传统产业转型升级、新兴产业发展和未来产 业培育，因地制宜发展特色产业集群，构建以先进制造业为骨干的现代化产业体系。做好企业科技创新 这篇大文章，突破一批原创性、引领性关键技术，以颠覆性创新支撑"换道超车"，推动产业高端化、智 能化、绿色化发展。 调研过程中，丁薛祥充分肯定湖南在科技创新和产业发展等方面取得的成效，希望湖南牢记习近平总书 记嘱托，在推动中部地区崛起和长江经济带发展中奋勇争先，奋力谱写中国式现代化湖南篇章。 资讯编辑：刘佳惠 021-26093916 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 丁薛祥前往湖南先进技术研究院、马栏山音视频实验室，了解新型研发机构运行、文化与科技融合等情 况。他表示，新型研发机构要总结 ...

Group 1 - The core viewpoint of the news is that Tongyu Heavy Industry has shown significant trading activity and financial performance, with a notable increase in financing and a healthy growth in revenue and profit [1][2][3] Group 2 - On September 24, Tongyu Heavy Industry's stock rose by 0.65%, with a trading volume of 533 million yuan. The financing buy-in amount for the day was 72.72 million yuan, while the financing repayment was 55.57 million yuan, resulting in a net financing buy-in of 17.16 million yuan. The total financing and securities balance reached 476 million yuan [1] - The current financing balance of Tongyu Heavy Industry is 475 million yuan, accounting for 3.94% of its circulating market value, which is above the 90th percentile level over the past year, indicating a high level of financing activity [1] - In terms of securities lending, on September 24, 115,100 shares were repaid, while 30,400 shares were sold short, amounting to 93,900 yuan at the closing price. The remaining securities lending volume was 508,600 shares, with a balance of 1.57 million yuan, which is below the 40th percentile level over the past year, indicating a low level of short selling [1] Group 3 - Tongyu Heavy Industry, established on May 25, 2002, and listed on March 8, 2011, operates in the research, production, and sales of large forged products, forming a complete industrial chain [2] - The company's main business revenue composition includes: other forgings (23.60%), castings (17.46%), modular wind power equipment (17.16%), wind power main shafts (13.43%), energy revenue (9.35%), powder metallurgy products (7.16%), structural components and complete equipment (5.83%), forgings (5.43%), and others (0.56%) [2] - For the first half of 2025, Tongyu Heavy Industry achieved a revenue of 2.943 billion yuan, representing a year-on-year growth of 7.59%, and a net profit attributable to shareholders of 60.74 million yuan, reflecting a year-on-year increase of 49.70% [2] Group 4 - Since its A-share listing, Tongyu Heavy Industry has distributed a total of 1.4 billion yuan in dividends, with 234 million yuan distributed over the past three years [3] - As of June 30, 2025, the number of shareholders of Tongyu Heavy Industry was 124,200, a decrease of 5.01% from the previous period, while the average circulating shares per person increased by 5.27% to 29,365 shares [2][3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 38.01 million shares, an increase of 11.21 million shares from the previous period. Other notable shareholders include Southern CSI 1000 ETF, Huaxia CSI 1000 ETF, and GF CSI 1000 ETF, all of which have increased their holdings [3]

近日，中国一重集团有限公司（下称"中国一重"）迎来新的人事变动，东风汽车集团有限公司原党委常委、副总经理张祖同履新中国一重，出任董事、党委 副书记一职。 张祖同在东风汽车的履历颇为丰富。他历任东风汽车公司发动机厂多个科室科长、东风汽车公司副总工艺师、东风汽车有限公司商用车发动机厂厂长等职。 2016年6月，任东风商用车有限公司党委书记、副总经理；2018年1月，升任东风汽车集团有限公司党委常委、副总经理；同年7月，还兼任东风乘用车公司 总经理。2020年3月，张祖同不再兼任东风乘用车总经理，调回集团分管东风本田、神龙公司与东风鸿泰，并担任神龙公司、东风本田汽车有限公司董事 长。 此次张祖同调任的中国一重前身为第一重型机器厂，始建于1954年，总部位于黑龙江省齐齐哈尔市，是中央管理的国有重要骨干企业，在核岛设备供应、炼 油用加氢反应器供货等领域成绩斐然。不过，从中国一重的业绩表现上来看，其确实面临着经营压力。数据显示，2025年上半年，中国一重营业收入为 46.81亿元，同比下降46.24%；归母净利润为-1.06亿元，虽同比减亏38.97%，但压力显然存在。 值得注意的是，此次人事调整后，东风汽车集团领导班子 ...

策 华福证券 2025 年 09 月 21 日 略 研 究 策 略 定 期 报 高波策略承压，看好顺周期红利——产业经济周 观点 投资要点： 近期观点 诚信专业发现价值 1 请务必阅读报告末页的声明 告 1、 美国降息落地，中国或将迎来政策宽松，价格复苏，指数加 速，市场结构调整的时间窗口。 团队成员 分析师： 李浩(S0210524050003) lh30530@hfzq.com.cn 分析师： 李刘魁(S0210524050006) llk30550@hfzq.com.cn 相关报告 1、港股开始追赶？——2025.09.14 2、市场状态高频数据库——9 月第 2 周—— 2025.09.14 3、TMT 多主题出现形态——2025.09.14 风险提示 全球制造业复苏受阻；中美关系改善不及预期；美国地产市场不 健康 研 究 报 告 证 券 华福证券 2、 短期高波动率策略承压，顺周期红利策略相对占优。 3、 看好保险，有色，能源，低 PB，恒生科技，军贸。 4、 商品白银和原油弹性大。 | 19月议息会议:一场"鹰派"的修正 | | --- | | 2 港股复盘: 恒生科技领涨 . | | ３Ａ 股市 ...

Summary of Key Points Core Viewpoint - China First Heavy Industries (中国一重) has shown mixed financial performance with a significant drop in revenue but an increase in net profit year-over-year, indicating potential operational adjustments or cost management strategies [2]. Financing and Trading Activity - On September 17, China First Heavy Industries had a trading volume of 1.00 billion yuan, with a net financing outflow of 179.66 million yuan, indicating a higher level of financing activity compared to the previous year [1]. - The company's current financing balance is 4.53 billion yuan, which constitutes 2.16% of its market capitalization, placing it in the 90th percentile of the past year [1]. - The short selling activity on the same day included a repayment of 9,800 shares and a sale of 46,400 shares, with a total selling amount of 141,500 yuan, reflecting a lower short selling interest [1]. Financial Performance - For the first half of 2025, China First Heavy Industries reported a revenue of 4.681 billion yuan, a decrease of 46.24% year-over-year, while the net profit attributable to shareholders was -106 million yuan, showing a 38.97% increase compared to the previous period [2]. - The company has not distributed any dividends in the last three years, with a total payout of 199 million yuan since its A-share listing [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased to 232,600, while the average number of circulating shares per person increased by 2.41% to 29,477 shares [2]. - Among the top ten circulating shareholders, Southern CSI 500 ETF holds 40.9688 million shares, an increase of 5.7668 million shares from the previous period, while Hong Kong Central Clearing Limited holds 40.7701 million shares, up by 13.393 million shares [3].

张祖同已任中国一重董事、党委副书记。 从中国一重集团有限公司官网获悉，张祖同已经出任中国一重董事、党委副书记。 张祖同，男，汉族，19 68年1月出生，安徽寿县人。1996年10月加入中国共产党，1991年8月参加工作。上海交通大学机械电子工程专 业工学硕士，研究员级高级工程师。 张祖同曾任东风汽车公司副总工艺师，东风汽车有限公司商用车发动机厂第一副厂长、厂长，东风汽车公司战略规划部副部长，2016 年6月任东风商用车有限公司党委书记、副总经理，2018年1月任东风汽车集团有限公司党委常委、副总经理。 中国一重前身为第一重型机器厂，是"一五"期间建设156项重点工程项目之一，始建于1954年，是中央管理的涉及国家安全和国民经济 命脉的国有重要骨干企业之一，是国家创新型试点企业、国家高新技术企业，拥有国家级企业技术中心、重型技术装备国家工程研究中 心、 国家能源重大装备材料研发中心 。 公开数据显示， 截至2 025年6月30日，中国一重的总资产为381.62亿元。 在在工業周正被布诺隆破元院 新质生产力人才计划 暨2025ESG能源青年企业家 创新创业TOP30案例征集 征集时间 2025年6月-9月30日 ...