本文源自：金融界AI电报 中联重科(01157.HK)发布公告，将于2026年1月9日派发截至2025年6月30日止6个月的中期股息每股0.22 港元。 ...

智通财经APP讯，中联重科(01157)发布公告，将于2026年1月9日派发截至2025年6月30日止6个月的中期 股息每股0.22港元。 ...

柳工最新推出5吨混动装载机——856TE HEV MAX，以技术创新为驱动，针对各类复杂工况深度适配，集超长续航、高效节能与强悍性能于一体，为绿 色施工再一次提供了全新解决方案。 动力强劲，能量传递效率高 搭载广西康明斯B3.9增程器与34kW·h功率型电池，额定发电功率达80kW； 高速电机匹配技术，实现电机电机与变速箱高效集成，功率密度高，响应迅速； 定轴式变速箱换挡平顺，标配散热器，更利于高速跑车和长时间满负荷作业； 高效节能，超长续航 SALE DEVENTION STATUS P 19 ASSESS IS ERI BCH n ... . IEA UIS B ra STE G 1 2018 e LIUGO 6 C e 0 1 TRE WALLER TREE t eller and and the start of the states of the see and the see and the see and the see and the see and the seat the seems of the seems of the see and the see and the seat the ...

中国发展网讯 赵志斌 记者郭建军报道 12月11日上午，中共山西省委宣传部、山西省人民政府新闻办公室举行"高质量完成'十四五'规划"系列主题第十九 场新闻发布会。省国资委有关负责同志在会上详细介绍了"十四五"期间全省国资国企改革发展、产业转型、科技创新等方面的显著成效，并就媒体关注的 热点问题回答了记者提问。 作为山西高质量发展、全方位转型的主力军，全省国资系统以提高核心竞争力和增强核心功能为重点，坚定不移推进国企改革走深走实，各项工作取得突 破性进展。数据显示，"十四五"期间，省属企业净利润同比增长4.78%，归母净利润增长超25%，成本费用利润率等关键指标创历史最好水平，主要经营 指标位居全国前列，为全省经济稳增长提供了坚实支撑。 在产业转型与科技创新领域，山西国资国企奏响了新旧动能转换的"交响曲"。省国资委先后部署14个原创技术策源地建设，实施省属企业科技创 新"1551"工程及2025年度"793"攻关任务，聚焦7个方面93项具体任务，加速攻克煤矿瓦斯高效抽采、数智采掘等49项关键核心技术。截至目前，省属企业 已建成28个国家级创新平台、206个省级创新平台，近百个智能化煤矿实现"一键启动"开采；晋能 ...

Core Insights - The Ministry of Industry and Information Technology released the "Guidelines for Promoting Digital Transformation in Key Industries (2025 Edition)" at the 2025 Integration of Informatization and Industrialization Conference, focusing on 14 industries including steel and petrochemicals [1][2] - The guidelines aim to assist enterprises in overcoming challenges related to unclear demands and paths in their digital transformation efforts, transitioning from fragmented exploration to systematic advancement [1][2] Group 1: Digital Transformation Framework - The "Scenario Navigation Map" covers 14 industries and includes various digital transformation scenarios and cross-business collaboration scenarios, structured around five business activities: R&D design, production manufacturing, operation services, business management, and supply chain management [1][2] - The structured design of the map helps bridge the language barrier between industrialization and digitalization, enabling enterprises to identify transformation entry points accurately [1][2] Group 2: Implementation Strategy - The guidelines emphasize using scenarios as the core approach for transformation, with clear boundaries for each scenario that focus on specific business pain points [2] - Enterprises are encouraged to follow a step-by-step implementation process: conducting scenario diagnosis and analysis, developing a transformation plan, resource allocation based on the element list, and ultimately achieving cross-scenario collaboration and overall optimization [2] Group 3: Future Directions - The Ministry plans to guide localities in implementing pilot applications of the "One Map and Four Lists" approach, continuously updating the industry scenario maps and fostering excellent solutions and service providers [2] - The goal is to make the "Scenario Navigation Map" a practical blueprint for high-quality development in manufacturing, injecting momentum into the deep integration of the real economy and the digital economy [2]

HITACHI Reliable Solutions 日立建机将更名为 ANDCROS Solutions Beyond Machinery 2027年4月1日 日立建机株式会社将更名为LANDCROS株式会社 以近百年的信赖为基础,迈向下一个百年的创新。 贴近全球每一个施工现场,开拓全新未来。 LANDCROS ＊图片仪供参考,请以实物为准 6日立建机销售(中国)有限公司 【行业热点】 1 业绩改观，工程机械行业复苏或已在路上？ 2. 如期切换， 工程机械12月1日起开启"国四"时代 3. 内销连续下滑13个月，今年出口大涨超7成 周期中的挖掘机行业何日再逢春？ 4. 2月开工率改善 工程机械行业预期"暖洋洋" 5. 卡特彼勒正接近周期性转折点 下调评级至"中性" 【市场数据】 1.挖掘机销量数据 2025年 2024年 【1月】 、 【2月】 、 【3月】 、 【4月】 、 【5月】 、 【6月】 、 【7月】、 【8月】 、 【9月】 、 【10月】 、 【11月】、 【12月】 2023年 【1月】 、 【2月】 、 【3月】 、 【4月】 、 【5月】 、 【6月】 、 【7月】 、 【8月】 、 ...

从资金流向上来看，当日工程机械板块主力资金净流出8.74亿元，游资资金净流入1.17亿元，散户资金 净流入7.57亿元。工程机械板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月11日工程机械板块较上一交易日下跌1.64%，厦工股份领跌。当日上证指数报收于 3873.32，下跌0.7%。深证成指报收于13147.39，下跌1.27%。工程机械板块个股涨跌见下表： ...

Investment Rating - The report maintains a "Market Weight" rating for the engineering machinery industry, indicating that the industry index is expected to perform within ±10% of the market index over the next six months [36]. Core Insights - In November 2025, excavator sales reached 20,027 units, representing a year-on-year increase of 13.85% and a month-on-month increase of 10.67%. Domestic sales accounted for 9,842 units, with a year-on-year growth of 9.11% and a month-on-month growth of 16.23% [3]. - Loader sales in November 2025 totaled 11,419 units, showing a year-on-year increase of 32.07% and a month-on-month increase of 6.99%. Domestic sales were 5,671 units, with a year-on-year growth of 29.39% [4]. - The report highlights a significant recovery in demand for excavators in Europe and North America, with both domestic and export sales showing positive trends [5]. - The report emphasizes the ongoing transition towards electric machinery, driven by stricter environmental regulations in Europe and North America, with a projected market for electric construction machinery expected to grow significantly [6]. Summary by Sections Excavator Sales - In November 2025, excavator sales were 20,027 units, with domestic sales at 9,842 units and export sales at 10,185 units, the latter accounting for 50.86% of total sales. Year-to-date sales from January to November reached 212,162 units, a 16.73% increase year-on-year [3]. Loader Sales - Loader sales in November 2025 were 11,419 units, with domestic sales of 5,671 units and export sales of 5,748 units. Year-to-date loader sales reached 115,831 units, reflecting a year-on-year increase of 17.24% [4]. Market Trends - The report notes that while domestic demand in real estate remains weak, there are signs of recovery in the mining sector and infrastructure investments, which could lead to a new growth cycle for the engineering machinery industry [5]. - The report also mentions that the export trade value of engineering machinery products was $4.668 billion in October, with a year-on-year growth of 1.30% [5]. Technological Development - The report stresses the importance of electric and intelligent machinery in the industry, with significant growth potential in the electric machinery market, particularly in light of upcoming regulations in Europe [6].

Core Insights - The mechanical equipment industry is expected to experience stable growth in 2026, driven by domestic policy support and the increasing importance of technology empowerment, particularly benefiting mid-cap blue-chip companies [3][8][15] - Key investment opportunities are identified in eight sub-sectors: lithium battery equipment, industrial mother machines, oil and gas equipment, forklift equipment, machinery for overseas markets, engineering machinery, coal machinery, and light industrial equipment [3][18] - The humanoid robot sector is approaching a production inflection point, presenting investment opportunities for mid-cap blue-chip companies within this segment [3][8] Sub-sector Summaries 1. Lithium Battery Equipment - The lithium battery equipment sector is showing signs of recovery, with a significant increase in new orders, reflecting a growth trend [19][21] - The industry is expected to benefit from the development of solid-state batteries, with commercial production anticipated by 2027, leading to increased demand for related equipment [23][25] 2. Industrial Mother Machines - The industrial mother machine sector is projected to maintain stable growth, supported by favorable policies and increasing domestic demand [27][29] - The market is expected to see improvements in profitability as the demand for high-end CNC machines increases, with a current low penetration rate of domestic products [30] 3. Oil and Gas Equipment - The oil and gas equipment sector faced challenges in 2025 but is expected to recover in 2026 due to policy support and increasing demand [33][35] - The sector is likely to benefit from the growing demand for gas turbines driven by the rapid construction of data centers [35][36] 4. Forklift Equipment - The forklift industry demonstrated resilience in 2025, with sales growth driven by domestic and international demand [39][41] - The introduction of AI-powered products is expected to create new growth opportunities in the sector [46] 5. Machinery for Overseas Markets - The machinery sector for overseas markets faced challenges in 2025 but is anticipated to recover in 2026 as U.S. demand improves [49][57] - Companies are expected to enhance their profitability through cost management strategies and product optimization [57] 6. Engineering Machinery - The engineering machinery sector is experiencing growth driven by both domestic and international markets, with significant sales increases in excavators [59][61] - The sector is expected to benefit from ongoing infrastructure projects and the replacement of aging equipment [61][62] 7. Coal Machinery - The coal machinery sector is under pressure in 2025 but is projected to improve in 2026 as market conditions stabilize [68]

中国银河（601881）证券发布研报称，11月挖机内外销增速较10月环比均增长，行业内外需共振向上态 势明确。10月风电水电驱动的非挖板块复苏态势持续;海外，一方面，欧美需求有所恢复，澳非拉矿山 机械需求保持强劲，另一方面，24年国内品牌出口量占全球(不含中国)需求比例为19.2%，尚有较大提 升空间。该行看好中国工程机械行业继续保持内外销向上的良好态势。 11月国内开工小时数同比仍走弱 10月小松海外开工小时数：北美和印尼同比下滑，欧洲和日本同比回暖。协会数据，11月工程机械主要 产品月平均工作时长为84.2小时，同比下降13%，环比增长4.08%;主要产品月开工率为56.5%，同比下 降12.1个百分点，环比增长1.5个百分点。据小松官网，2025年10月北美、欧洲、日本、印尼小松挖掘机 开工小时数分别为72.9h、80.9h、48.2h、219.3h，同比增速分别-2.9%、+2.1%、+4.5%、-0.3%。 1-10月挖机出口额同比25.9%;世界级铁矿西芒杜铁矿投产 1)1-10月我国挖掘机出口总额85.2亿美元，同比增长25.9%。比利时、菲律宾、马里市场当月同比下降， 印尼、俄罗斯、几内亚市场 ...