这是记者27日下午在"长沙'十四五'答卷"系列主题新闻发布会长沙县专场上获悉的消息。据了解，与"十 三五"末对比，长沙县新增39家国家级"小巨人"企业、288家省级专精特新中小企业、437家创新型中小 企业、8家国家级制造业单项冠军企业，规工企业净增33.5%。 中新网长沙11月28日电 (记者 唐小晴)"十四五"期间，湖南长沙县工程机械产业形成世界级集群，数控 磨床入围国家级中小企业特色产业集群，铁建重工位居全球隧道工程装备制造商5强首位，蓝思科技获 评国家智能制造试点示范工厂，国科微电子获批国家级企业技术中心，博世长沙和三一18号工厂荣膺世 界级"灯塔工厂"。 亚洲最大的智能制造车间——三一18号厂房。长沙县委宣传部供图 长沙是仅次于美国伊利诺伊州、日本东京的世界第三大工程机械产业集聚地。长沙工程机械产业集群已 进入工信部世界级先进制造业集群培育池。今年1月1日，全国首部工程机械领域产业立法《长沙市促进 工程机械产业发展条例》正式施行，对工程机械产业转型升级、国际化发展、产业协同等方面明确了支 持与鼓励措施。 长沙县制造业企业加速智能化转型。长沙县委宣传部供图 当前，长沙县正通过智能制造、低空经济、生物医 ...

格隆汇11月28日丨柳工(000528.SZ)公布，公司控股子公司湖北江汉建筑工程机械有限公司（简称"江汉 建机"）及其全体股东拟签订《关于湖北江汉建筑工程机械有限公司股权结构调整及相关安排之协 议》，公司基于江汉建机的经营管理情况以及相关协议约定，不再支付对江汉建机的部分溢价投资款并 通过资本公积转增股本的方式相应调整公司在江汉建机的持股比例；同时，江汉建机现有股东湖北卓而 群企业管理咨询中心（有限合伙）（简称"卓而群"）、湖北同传共济企业管理咨询中心（有限合伙） （简称"同传共济"）、湖北知而行企业管理咨询中心（有限合伙）（简称"知而行"）以现金认购江汉建 机合计新增注册资本人民币999.6192万元，公司放弃优先认购权。本次股权结构调整完成后，公司在江 汉建机的持股比例由51.0004%降至34.5893%，江汉建机将不再纳入公司合并报表范围，江汉建机被动 成为公司的关联方。 截至2027年11月27日，公司为江汉建机提供借款本金余额为5,000万元，该款项是江汉建机在作为公司 控股子公司期间，公司支持其日常管理运营而发生的往来款。本次交易后，江汉建机将不再纳入公司合 并报表范围，上述向江汉建机提供的借 ...

中国经济网北京11月28日讯 三一重工（06031.HK）港股今日收报21.16港元，跌幅0.84%，已跌 破港股发售价。今日三一重工港股盘中最低价为21.02港元，创上市以来新低。 三一重工2025年10月28日在港交所上市，最终发售价及配发结果公告显示，三一重工发售股份数 目631,598,800股，其中，公开发售的发售股份数目58,042,600股，国际发售的发售股份数目（经计及 发售量调整权获部分行使）573,556,200股。 三一重工的独家保荐人、保荐人兼整体协调人、联席全球协调人、联席账簿管理人及联席牵头经办 人是中信证券，整体协调人、联席全球协调人、联席账簿管理人及联席牵头经办人是中金公司，联席全 球协调人、联席账簿管理人及联席牵头经办人是中银国际、招商证券国际、农银国际、工银国际。 三一重工的最终发售价为21.30港元，所得款项总额为13,453.1百万港元，扣除按最终发售价计算 之估计应付上市开支145.8百万港元，所得款项净额为13,307.3百万港元。 三一重工的基石投资者是淡马锡、盈峰资本、HHLRA、UBS AM Singapore、LMR、贝莱德基 金、RBC GAM、WT资产管 ...

Core Insights - The article highlights the significant advancements in electric construction machinery by Guangxi Liugong Machinery Co., Ltd. (Liugong), showcasing its innovative electric products and energy supply solutions [2][4]. Group 1: Electric Product Innovations - Liugong has launched over 100 electric products, establishing a comprehensive electric product matrix [2]. - The company introduced three main energy supply paths for electric products: mobile power supply, rapid battery swapping, and external power sources, aimed at achieving quick and flexible energy replenishment [2]. - An African customer noted that the operating costs of electric products are nearly 70% lower compared to traditional fuel products, indicating strong interest in procurement [2]. Group 2: International Market Performance - Liugong's overseas performance reached a historical high in the first three quarters of the year, with electric products being particularly well-received in international markets [4]. - The Chinese construction machinery industry is increasingly focusing on overseas markets as a key growth direction, with electric machinery aligning well with the trends in Europe and the U.S. [4]. - Data from the China Construction Machinery Industry Association shows that from January to September 2025, China sold 174,039 excavators, marking an 18.1% year-on-year increase, with exports accounting for 48.4% of total sales [4]. Group 3: Industry Trends and Collaborations - The article discusses the competitive landscape of the construction machinery industry, emphasizing the shift from price competition to innovation capability as a means to drive growth [4]. - Leading companies in the industry are collaborating to enhance their international presence and are focusing on digital transformation to reshape industry value [4]. - The article mentions that major players like SANY Heavy Industry have developed over 100 electric products and invested heavily in smart excavators and unmanned technologies [4].

Core Insights - The article highlights the launch of a joint initiative by 15 leading companies, including Zoomlion, to create a new paradigm in intelligent manufacturing, emphasizing the importance of shared manufacturing and digital transformation [1][2] Group 1: Intelligent Manufacturing Paradigm - The leading-level intelligent factories represent the pinnacle of China's intelligent manufacturing cultivation system, focusing on digital transformation and intelligent innovation [2] - Zoomlion is recognized as one of the first companies in China to be included in the national list of leading intelligent factories, showcasing its advanced capabilities in intelligent manufacturing [2][3] Group 2: Shared Manufacturing Model - The shared manufacturing model is a key feature of Zoomlion's excavator manufacturing facility, addressing the global challenge of producing heavy equipment in small batches [3] - The facility has achieved three global firsts: full-process intelligent manufacturing for six core manufacturing stages, efficient shared mixed-flow production for over 70 excavator models, and cross-product collaborative manufacturing [3][4] Group 3: Manufacturing Efficiency - The intelligent manufacturing facility boasts an application rate of over 80% for artificial intelligence technologies, enabling self-organization and optimization of production resources [4] - The production cycle for an excavator has been reduced to just 6.5 days, with an output rate of one excavator every six minutes, setting new benchmarks in the industry [4] Group 4: Global Impact and Future Directions - Zoomlion's intelligent manufacturing solutions have been replicated in over 20 factories worldwide, promoting collaborative innovation across the global supply chain [4] - The company aims to integrate next-generation AI and robotics into the entire manufacturing process, continuously improving its solutions and promoting them globally [4]

Core Viewpoint - The article highlights the strong performance of the Fujian stock market on November 28, driven by the release of the "14th Five-Year Plan" suggestions, which emphasize the development of various industries, including artificial intelligence and infrastructure [1][2]. Group 1: Fujian Stock Market Activity - On November 28, multiple stocks in the Fujian sector, including Qian Zhao Guang Dian and Nan Wei Software, reached their daily limit up, with over 10 stocks closing at the limit [1][2]. - The trading volume significantly increased, particularly for Hai Xin Food, which experienced a "limit up" scenario [2]. Group 2: Economic Development Plans - The "14th Five-Year Plan" suggests strengthening five trillion-level industrial clusters, including new materials and green food, and developing five hundred billion-level clusters in artificial intelligence and robotics [2]. - The plan emphasizes the construction of new infrastructure and the modernization of transportation networks, aiming to enhance cross-regional coordination and connectivity [2]. Group 3: Digital Economy and Innovation - The article discusses the push for digital economy development, including the integration of digital government and society, and the establishment of a data factor empowerment system [3]. - It highlights the importance of artificial intelligence innovation and the establishment of provincial AI industrial parks to support various sectors [3]. Group 4: State-Owned Enterprise Reforms - The plan outlines the need for strategic restructuring of state-owned enterprises (SOEs) to enhance their core functions and competitiveness [4][5]. - It includes measures to deepen mixed-ownership reforms and improve corporate governance within SOEs [5]. Group 5: Infrastructure and Cross-Strait Relations - The article mentions the construction of comprehensive transportation logistics infrastructure to facilitate cross-strait connections, particularly with Kinmen and Matsu [6]. - It emphasizes the importance of creating favorable conditions for Taiwanese residents in Fujian, promoting integration and development [6].

证券之星消息，11月28日工程机械板块较上一交易日上涨0.83%，厦工股份领涨。当日上证指数报收于 3888.6，上涨0.34%。深证成指报收于12984.08，上涨0.85%。工程机械板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600815 | 厦工股份 | 3.85 | 10.00% | 88.02万 | | 3.34亿 | | 920706 | 铁拓机械 | 28.13 | 9.16% | 9.95万 | | 2.69亿 | | 605389 | 长龄液压 | 72.40 | 6.44% | 3.53万 | | 2.54亿 | | 301279 | 金道科技 | 30.06 | 3.41% | 2.83万 | 8405.93万 | | | 600984 | 建设机械 | 4.37 | 3.07% | 63.27万 | | 2.75亿 | | 920839 | 万通液压 | 41.22 | 2.67% | 1.07万 | 4376.33万 | | | ...

Core Viewpoint - The company, Shanhe Intelligent, announced a board meeting to discuss changes in its business scope and amendments to its articles of association, reflecting strategic adjustments in its operations [1] Group 1: Company Financials - For the first half of 2025, Shanhe Intelligent's revenue composition was as follows: 81.34% from construction machinery, 14.88% from aviation business, and 3.79% from the infrastructure sector [1] - As of the report date, Shanhe Intelligent's market capitalization stood at 13.1 billion yuan [1]

Investment Rating - The report maintains a "Market Weight" rating for the mechanical equipment industry, indicating that the industry is expected to perform within ±10% of the market index over the next six months [70]. Core Insights - The mechanical equipment industry experienced a bi-weekly decline of 3.36%, outperforming the CSI 300 index by 0.61 percentage points, ranking 11th among 31 industries [12]. - Year-to-date, the mechanical equipment sector has increased by 28.67%, surpassing the CSI 300 index by 13.92 percentage points, ranking 7th among 31 industries [12]. - The report highlights the acceleration of human-shaped robot development driven by continuous policy support and technological advancements, which is expected to enhance application scenarios [4][66]. - The engineering machinery sector is projected to see sustained demand due to the commencement of major national projects and the acceleration of funding and replacement policies [4][67]. Summary by Sections Market Review - As of November 27, 2025, the mechanical equipment sector's bi-weekly performance showed a decline of 3.36%, with a month-to-date decline of 4.73% and a year-to-date increase of 28.67% [12][15]. - Among the five sub-sectors, the engineering machinery sector had the smallest decline of 0.31% bi-weekly, while the rail transit equipment II sector saw the largest decline of 6.46% [20][21]. Valuation - The overall PE TTM for the mechanical equipment sector is 30.48 times, with sub-sectors showing varying valuations: general equipment at 42.01 times, specialized equipment at 30.72 times, and rail transit equipment II at 17.16 times [3][24]. Data Updates - The report includes updates on sales figures for various machinery, such as a 10.20% year-on-year increase in truck crane sales for October 2025, and a 15.90% increase in forklift sales [63]. Company Announcements - The report notes several companies' announcements regarding shareholding changes and patent grants, indicating ongoing innovation and market activity within the sector [66]. Recommendations - The report suggests focusing on companies like Huichuan Technology, Green Harmonic, Sany Heavy Industry, and Hengli Hydraulic, citing their strong market positions and growth potential driven by infrastructure investments and technological advancements [68].

[Table_Reportdate] 2025年11月28日 [证券分析师： Table_Authors] 刘思佳 S0630516080002 liusj@longone.com.cn 联系人： 邓尧天 dytian@longone.com.cn [晨会纪要 Table_NewTitle] 20251128 重点推荐 财经要闻 ➢ 1.国家发改委：要注意防范重复度高的人形机器人产品"扎堆"上市 晨 会 纪 要 证券研究报告 HTTP://WWW.LONGONE.COM.CN 请务必仔细阅读正文后的所有说明和声明 [table_summary] ➢ 1.基数压力显现，行业亦有分化——国内观察：2025年10月工业企业利润数据 ➢ 2.10月挖掘机外销持续向好，龙头推进电动化全球化——机械设备行业简评 晨会纪要 1.重点推荐 1.1.基数压力显现，行业亦有分化——国内观察：2025 年 10 月工业企业利润数据 | 1. 重点推荐 | | 3 | | --- | --- | --- | | 1.1. 基数压力显现，行业亦有分化——国内观察：2025 | 年 10 月工业企业利润数 | | | 据 | | 3 | ...