证券代码：600031 证券简称：三一重工 公告编号：2025-072 三一重工股份有限公司 2025年半年度权益分派实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 每股分配比例 A股每股现金红利0.31元 本次利润分配方案经公司2025年9月10日的2025年第四次临时股东大会审议通过。 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分公司（以下简 称"中国结算上海分公司"）登记在册的本公司全体股东。 3.差异化分红送转方案： （1）本次差异化分红方案 根据公司2025年第四次临时股东会审议通过的《2025年半年度利润分配预案》及公司回购专户持股情 况，公司本次利润分配以利润分配实施公告前确定的股权登记日的总股本8,474,390,037股，扣除回购专 用账户中的回购股份42,987,413股后，即以8,431,402,624股为基数，每股派发现金红利0.31元（含税）， 共计派发现金红利2,613,734,813.44元（含税）。 （2）本次差异化分 ...

Group 1 - The core point of the article highlights a significant block trade of 3 million shares of Hengli Hydraulic on September 29, with a transaction value of 252 million yuan, executed at a price of 84.00 yuan, which represents an 11.56% discount compared to the closing price of the day [1] - In the last three months, Hengli Hydraulic has recorded a total of 39 block trades, amounting to a cumulative transaction value of 1.11 billion yuan [1] - On the same day, Hengli Hydraulic's closing price was 94.98 yuan, reflecting a 5.89% increase, with a turnover rate of 0.81% and a total transaction volume of 1.017 billion yuan, indicating a net inflow of 36.26 million yuan in main capital [1] Group 2 - Over the past five days, Hengli Hydraulic's stock has increased by 2.64%, with the latest margin financing balance reported at 451 million yuan, showing a decrease of 17.73 million yuan, or 3.78% [1] - Jiangsu Hengli Hydraulic Co., Ltd. was established on June 2, 2005, with a registered capital of 1.34082 billion yuan [1]

（编辑 楚丽君） 证券日报网讯 9月29日晚间，三一重工发布公告称，2025年半年度利润分配方案为A股每股现金红利 0.31元（含税），股权登记日为2025年10月14日，除权（息）日为2025年10月15日。 ...

央广网北京9月29日消息（记者王逸群 金歆竹）据中央广播电视总台中国之声报道，湖南与海南，相隔千 里，一个是中部制造业强省，一个是面向全球的自由贸易港。近年来，越来越多的湖南企业，跨越山海，选择把 厂建在海南。面对企业的"南飞"，湖南省政府非但没有设限，反而是鼓励引导、积极促成。这背后，正是两地携 手打造的全国首个自贸试验区与自由贸易港共建产业园——湘琼先进制造业共建产业园，让"湖南制造"借"海南政 策"扬帆出海。 党的二十届三中全会强调，要坚持对外开放，依托超大规模市场优势，提升国际合作水平，建设更高水平开 放型经济新体制。湘琼产业园正是这一精神的具体实践。短短一年半时间，这里已落地30个产业项目，成为两省 优势互补、协同发展的生动样本。为什么湖南企业愿意远赴海南？两地共建产业园，究竟带来了什么？改革创新 中又闯过了哪些难关？ 湘企跨海，所为何来？ 9月底的海南，碧海蓝天，椰影婆娑，在海南省东方市的湘琼先进制造业共建产业园里塔吊林立，机器轰鸣声 此起彼伏，项目建设现场一派火热气息。多个湖南的制造业项目正在抓紧施工当中。为什么湖南的制造业企业要 到远在千里之外的海南省来投资建厂呢？一探究竟。 海南省东方市湘琼 ...

据悉，制造业数字化转型促进中心是推进产业数字化转型的重要公共服务体系，旨在通过资源整合、生态营造、 专业服务，创新运营模式与合作机制，加快数字化转型优秀案例和典型经验复制推广，推动新一代信息技术在制 造业大规模、深层次、高水平普及应用，支撑制造业向高端化、智能化、绿色化发展。 长沙晚报掌上长沙9月29日讯（全媒体记者 周斌）工业和信息化部办公厅28日公布首批制造业数字化转型促进中 心建设主体名单，共有62家单位上榜，4家湘企上榜，其中3家来自长沙，分别为：长沙树根互联技术有限公司、 中电工业互联网有限公司和中科云谷科技有限公司。 中科云谷则是全球高端装备制造龙头企业中联重科孵化的工业互联网高科技公司，在研产供销服、业财一体化、 产品智能化等方面，中科云谷已累计服务工程机械行业上游原材料、零部件供应商超200家，下游租赁、施工企 业等重点客户超1000家。 "这次成功入选，标志着公司在引领制造业转型升级方面再获权威认可。公司将持续深化技术创新，强化产业协 同，发挥示范引领作用，推动行业向高端化、智能化、绿色化方向加速迈进，为加快形成新质生产力、建设制造 强国注入强劲动能。"中科云谷相关负责人表示。 而中电工业互 ...

Group 1 - Company XGMA Co., Ltd. (SH 600815) held its 34th meeting of the 10th board of directors on September 29, 2025, to review the proposal regarding the assessment income for executives for the 2023-2024 term [1] - For the first half of 2025, XGMA's revenue composition was as follows: 77.79% from the construction machinery industry, 15.18% from equipment leasing, 5.72% from construction, and 1.31% from other businesses [1] - As of the report date, XGMA's market capitalization was 4.8 billion yuan [1] Group 2 - The competition between Farmer and Yibao has intensified, with Farmer's green bottle launch leading to a significant market share decline for Yibao, dropping nearly 5 percentage points [1]

Investment Rating - The industry investment rating is "Outperform the Market," indicating an expected increase of over 10% in the industry index relative to the market over the next six months [4][8]. Core Insights - In August, the sales of excavators and loaders in China continued to show double-digit year-on-year growth, with excavator sales reaching 16,523 units (up 12.8%) and loader sales at 9,440 units (up 13.3%) [1][2]. - The recovery of the engineering machinery industry is supported by solid fundamentals and long-term logic, with domestic equipment renewal policies and infrastructure projects driving short-term demand, while global infrastructure needs and enhanced competitiveness of Chinese brands are expected to sustain overseas growth [3]. - The competition in the industry has shifted from price wars to comprehensive competition in technology, branding, channels, and supply chains, with leading companies in smart and electric technology expected to better navigate cyclical fluctuations and enjoy long-term growth benefits [3]. Summary by Sections Excavator Sales - In August, a total of 16,523 excavators were sold, marking a 12.8% year-on-year increase, with domestic sales at 7,685 units (up 14.8%) and exports at 8,838 units (up 11.1%) [2]. - From January to August 2025, 154,181 excavators were sold, reflecting a 17.2% year-on-year growth, with domestic sales of 80,628 units (up 21.5%) and exports of 73,553 units (up 12.8%) [2]. Loader Sales - In August, loader sales reached 9,440 units, a 13.3% year-on-year increase, with domestic sales at 4,774 units (up 18.3%) and exports at 4,666 units (up 8.69%) [2]. - For the first eight months of 2025, a total of 83,209 loaders were sold, representing a 12.9% year-on-year increase, with domestic sales of 44,945 units (up 20.2%) and exports of 38,264 units (up 5.3%) [2]. Future Outlook - The domestic market is expected to accelerate recovery due to equipment renewal and local government debt management policies, while the competitiveness of domestic manufacturers in overseas markets is anticipated to improve, driven by the cost-effectiveness of Chinese machinery [3]. - The engineering machinery industry is characterized by a resonance of domestic and international demand alongside technological upgrades, suggesting a positive outlook for companies with market advantages and proactive overseas strategies [3].

Core Viewpoint - The engineering machinery sector experienced a significant increase of 3.17% on September 29, with Fushite leading the gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] - Fushite's stock price rose by 6.03% to 33.40, with a trading volume of 66,700 shares and a transaction value of 217 million [1] - Other notable performers included Hengli Hydraulic, which increased by 5.89% to 94.98, and Xugong Machinery, which rose by 4.76% to 11.00 [1] Group 2: Capital Flow - The engineering machinery sector saw a net inflow of 301 million from main funds, while retail investors experienced a net outflow of 301 million [2][3] - Main funds showed a significant net inflow in companies like Sany Heavy Industry, with 212 million, and Xugong Machinery, with 80.28 million [3] - In contrast, retail investors had notable outflows from companies such as Sany Heavy Industry and Hengli Hydraulic, with outflows of 194 million and 49.73 million respectively [3]

Market Performance - The Shanghai and Shenzhen stock markets opened higher on September 29, with significant gains in the afternoon driven by the securities sector [1] - The Shanghai Composite Index closed at 3862.53 points, up 0.90%, with a trading volume of approximately 968.2 billion [1] - The Shenzhen Component Index reached a new high, closing at 13479.43 points, up 2.05%, with a trading volume of about 1193.3 billion [1] - The ChiNext Index also hit a new closing high at 3238.01 points, up 2.74%, with a trading volume of around 574.7 billion [1] Sector Performance - Strong performance was noted in the lithium battery supply chain stocks during the morning session, with significant gains in sectors such as energy metals, non-ferrous metals, lithium mining, sodium batteries, solid-state batteries, engineering machinery, diversified finance, precious metals, steel, photovoltaic equipment, and insurance [1] - Conversely, sectors such as cultural education and leisure, chemical fiber, and coal experienced declines [1] Regulatory Developments - The China Household Electrical Appliances Association issued an initiative to eliminate disorderly price competition and promote a healthy market environment, emphasizing fair competition and high-quality development [3] - The association called for strict adherence to product quality standards and improved service levels across the industry, while opposing unfair competition practices [3] Drug Regulatory Oversight - The National Medical Products Administration announced intensified regulatory efforts in the pharmaceutical sector, focusing on traditional Chinese medicine, online sales, and medical aesthetics [4] - The administration aims to enhance clinical trial supervision and expedite the market entry of urgently needed drugs, while also tightening regulations in key areas [4]

Core Viewpoint - The document outlines a plan for the mechanical industry aimed at stabilizing growth from 2025 to 2026, emphasizing the support for enterprises to strengthen and expand through various policy channels and resources [1] Group 1: Support for Enterprises - The plan proposes utilizing national production and finance cooperation platforms and industrial development funds to support enterprises in becoming stronger, better, and larger [1] - It aims to cultivate several world-class enterprises in fields such as construction machinery and rail transit equipment [1] Group 2: Development of High-tech Enterprises - The initiative focuses on nurturing high-tech enterprises, single champion enterprises, and specialized "little giant" enterprises in sectors like industrial mother machines, agricultural machinery, instruments, robots, medical equipment, and basic components [1] - The plan also aims to develop a number of gazelle and unicorn enterprises within the industry [1] Group 3: Industry Organization and Globalization - The plan supports industry organizations in cultivating the top 100 mechanical and component enterprises [1] - It encourages equipment enterprises to engage in reasonable and orderly cross-border layouts, establishing overseas collaborative R&D and after-sales service bases to build a global production and service system [1]