智通财经APP讯， 柳工(000528.SZ)披露2025 年年度业绩预告 ，公司预计归属于上市公司股东的净利润 15.26亿元至16.59亿元，同比增长15%–25%;归属于上市公司股东扣除非经常性损益的净利润13.23亿元 至14.55亿元，同比增长16%–28%。 ...

责任编辑：小浪快报 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为216.07万元。该股近5个交易日累 计下跌2.29%，主力资金合计净流出5846.69万元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月27日，建设机械收跌0.52%，收盘价为3.84元，发生1笔大宗交易，合计成交量30.02万股，成交金额 108.07万元。 第1笔成交价格为3.60元，成交30.02万股，成交金额108.07万元，溢价率为-6.25%，买方营业部为广发 证券股份有限公司上海民生路证券营业部，卖方营业部为中国中金财富证券有限公司上海静安区灵石路 证券营业部。 ...

格隆汇1月27日丨厦工股份(600815.SH)公布，截至2026年1月27日，本次减持计划时间区间届满，厦门 口行本次累计减持公司股份47.39万股，减持比例为0.03%。 ...

Core Viewpoint - The report highlights the significant growth driven by technology in certain sectors, while also noting the substantial losses due to cyclical downturns in others [1] Performance Growth Highlights - **Zhongwei Company (688012)**: Expected net profit between 208 million to 218 million yuan, a year-on-year increase of 28.74% to 34.93%, driven by increased recognition of plasma etching equipment and a surge in market demand [5] - **Lianchuang Optoelectronics (600363)**: Expected net profit between 43.5 million to 53.2 million yuan, a year-on-year increase of 80.36% to 120.57%, attributed to significant growth in laser business and improved profitability in traditional sectors [6] - **Ruixin Microelectronics (603893)**: Expected net profit between 102.3 million to 110.3 million yuan, a year-on-year increase of 71.97% to 85.42%, driven by rapid growth in the AIoT market and recognition of new AI technology [7] - **Sangfor Health (688336)**: Expected net profit around 290 million yuan, a year-on-year increase of approximately 311.35%, due to a significant collaboration with Pfizer and advancements in clinical research [8] - **Pulite (002324)**: Expected net profit growth of 155.76% to 194.73%, driven by the demand for high polymer materials in the automotive lightweight trend [9] - **Tonghua Dongbao (600867)**: Expected net profit around 124.21 million yuan, turning from loss to profit, driven by market share gains in insulin products [10] - **Suotong Development (603612)**: Expected net profit between 73 million to 85 million yuan, a year-on-year increase of 167.98% to 212.03%, due to rising prices and demand in the prebaked anode industry [11] Major Performance Declines - **China Shipbuilding Technology (600072)**: Expected net loss between -260 million to -340 million yuan, a year-on-year decline of over 24 times, due to cyclical downturns in shipbuilding and high material costs [12] - **Silver Nonferrous Metals (601212)**: Expected net loss between -45 million to -67.5 million yuan, transitioning from profit to loss due to legal disputes affecting financial performance [13] - **China Metallurgical Group (601618)**: Expected net profit between 130 million to 160 million yuan, a year-on-year decline of 76.28% to 80.73%, impacted by the downturn in the construction industry [14] - **Jindi Group (600383)**: Expected net loss between -1.11 billion to -1.35 billion yuan, with increased losses due to declining sales and inventory impairments [15] - **Jianfa Co. (600153)**: Expected net loss between -1 billion to -520 million yuan, transitioning from profit to loss due to increased impairments in real estate [16] Industry Trend Analysis - **Technology and Innovation-Driven Sectors**: Companies in semiconductor equipment, laser military applications, and innovative pharmaceuticals are experiencing rapid growth due to high demand in AIoT, national defense, and biomedicine [23] - **Traditional Cyclical Industries**: Sectors like coal and engineering machinery are facing significant adjustments due to demand shortages and price declines, leading to widespread performance pressures [24] - **Pharmaceutical Industry Disparities**: Innovative drugs are seeing explosive growth through external licensing, while traditional formulations and raw materials are significantly impacted by procurement policies [24] - **External Environment Uncertainties**: Factors such as international trade tensions and regulatory changes are significantly affecting corporate performance, necessitating enhanced risk management [24] - **Asset Quality Risks**: Many companies are reporting substantial asset impairment provisions, indicating potential inefficiencies in previous investments [24]

报告期内，影响公司归属于上市公司股东的净利润和扣除非经常性损益后的净利润变动的主要原因如 下： 格隆汇1月27日丨柳工(000528.SZ)公布，预计2025年1月1日至2025年12月31日归属于上市公司股东的净 利润盈利15.26亿元-16.59亿元，比上年同期增长15%-25%；扣除非经常性损益后的净利润盈利13.23亿 元-14.55亿元，比上年同期增长16%-28%。 1．国内工程机械尤其是土方机械需求受行业周期性及宏观政策影响，在上年度筑底反弹的基础上稳定 增长，国际工程机械市场整体也呈现企稳复苏态势。公司坚持"全面解决方案、全面数智化、全球化"的 新"三全"战略，通过创新国际国内双循环发展模式、统筹推进业务组合优化、全价值链降本增效等措 施，实现收入及利润双增长。2．公司一贯严格遵循会计政策，报告期内加大了对问题和风险资产核查 力度，并相应进行了计提减值准备，确保了公司财务报表的稳健性。 ...

Core Viewpoint - The engineering machinery sector experienced a slight decline of 0.04% on January 27, with Huadong Heavy Machinery leading the drop. Meanwhile, the Shanghai Composite Index rose by 0.18% and the Shenzhen Component Index increased by 0.09% [1]. Group 1: Market Performance - The closing price of Huadong Heavy Machinery was 7.22, reflecting a decrease of 4.87% with a trading volume of 575,400 shares and a transaction value of 418 million yuan [2]. - The top gainers in the engineering machinery sector included Hailun Zhe, which rose by 7.88% to a closing price of 8.62, and Zhigao Machinery, which increased by 5.64% to 45.11 [1]. - The overall trading volume in the engineering machinery sector showed a net outflow of 151 million yuan from institutional investors, while retail investors contributed a net inflow of 271 million yuan [2][3]. Group 2: Individual Stock Analysis - Xugong Machinery saw a net inflow of 113 million yuan from institutional investors, while retail investors had a net inflow of 73.79 million yuan [3]. - Zhonglian Heavy Industry reported a net inflow of 85.73 million yuan from institutional investors, but a net outflow of 49.92 million yuan from retail investors [3]. - Hailun Zhe had a net inflow of 79.60 million yuan from institutional investors, with retail investors showing a net outflow of 41.44 million yuan [3].

每经AI快讯，柳工（000528）1月27日发布业绩预告，预计2025年净利润15.26亿元~16.59亿元，同比增 长15%~25%。报告期内，国内工程机械尤其是土方机械需求受行业周期性及宏观政策影响，在上年度 筑底反弹的基础上稳定增长，国际工程机械市场整体也呈现企稳复苏态势。公司坚持"全面解决方案、 全面数智化、全球化"的新"三全"战略，通过创新国际国内双循环发展模式、统筹推进业务组合优化、 全价值链降本增效等措施，实现收入及利润双增长。 ...

人民财讯1月27日电，柳工（000528）1月27日发布业绩预告，预计2025年净利润15.26亿元—16.59亿 元，同比增长15%—25%。报告期内，国内工程机械尤其是土方机械需求受行业周期性及宏观政策影 响，在上年度筑底反弹的基础上稳定增长，国际工程机械市场整体也呈现企稳复苏态势。公司坚持"全 面解决方案、全面数智化、全球化"的新"三全"战略，通过创新国际国内双循环发展模式、统筹推进业 务组合优化、全价值链降本增效等措施，实现收入及利润双增长。 ...

Investment Rating - The report maintains an "Outperform" rating for the mechanical industry, indicating a positive outlook compared to the market [1]. Core Insights - The mechanical sector has shown strong performance, with a 9.68% increase in January, outperforming the CSI 300 index by 8.02 percentage points, ranking 8th among 30 major industries [3][10]. - Key sub-sectors such as photovoltaic equipment, 3C equipment, laser processing equipment, oil and gas equipment, and semiconductor equipment have experienced significant growth, with increases of 44.52%, 36.32%, 21.48%, 20.92%, and 20.17% respectively [3][10]. - The report suggests focusing on traditional engineering machinery with stable earnings and high dividend yields, as well as leading companies in shipbuilding and mining metallurgy equipment [4]. Summary by Sections 1. Mechanical Sector Performance - The mechanical sector's performance in January 2026 was robust, with a 9.68% increase, significantly outpacing the CSI 300 index [3][10]. - The sector's valuation is currently at a relatively high level, with the industry P/E ratio at 43.4 times, placing it in the 78.4th percentile of the past decade [15][19]. 2. Engineering Machinery - The engineering machinery sector is expected to see a recovery in 2026, driven by equipment replacement cycles and increasing domestic demand [20][41]. - Sales of excavators and loaders showed strong growth in December 2025, with excavator sales up 19.2% and loader sales up 30% year-on-year [20][28]. 3. Robotics - The industrial robotics sector continues to recover, with a 14.7% year-on-year increase in December 2025 production [42]. - The humanoid robot industry is rapidly developing, with over 140 domestic companies and significant production expected in 2025 [42][45]. 4. Shipbuilding - The shipbuilding sector is stabilizing, with new ship price indices showing an upward trend and ongoing recovery in profitability for shipbuilding companies [50].

Core Viewpoint - Chinese construction machinery companies are increasingly focusing on customized solutions and comprehensive services to meet diverse global market demands, leading to a surge in overseas orders and deliveries [1][5]. Group 1: Product Innovations and Deliveries - A long-reach excavator has been delivered to a Middle Eastern client, designed for large-scale land reclamation projects, showcasing its ability to meet specific excavation range and depth requirements [1]. - SANY Heavy Industry's concrete mixer trucks have commenced operations in Colombia, emphasizing lightweight design for compliance and an intelligent fuel-saving system for cost control [1]. - The AB46RJ aerial work platform delivered by XCMG meets the high demands of rental companies in Singapore, featuring smart human-machine interaction and self-diagnostic control systems [3]. Group 2: Market Adaptation and Localization - Companies are establishing localized teams to understand and adapt to specific market needs, conducting thorough on-site research to customize equipment for local conditions [2]. - A concrete equipment model designed for European clients has been successfully modified with a three-tier ladder and improved arm damping and cleaning systems, leading to sustained sales in the region [2]. Group 3: Recognition and Market Presence - The presence of "Made in China" products in global markets is a testament to the widespread recognition of systematic solutions centered on deep customization and comprehensive service [5]. - SANY Heavy Industry has achieved a market share of over 40,000 excavators in Europe, indicating strong acceptance of its products in international markets [1].