城市更新有望成为重点方向，无人环卫车市场广阔 ---机械设备周报 20250720 报告摘要： [Table_Summary] 一、本周机械板块市场表现与核心观点 1.市场表现：本周各申万一级行业板块涨多跌少，其中申万机械设备板块 上涨 2.91%，在申万分类中排第 4。申万机械三级行业整体上涨，印刷包 装机械、工程机械器件、金属制品、其他自动化设备等行业涨幅较大。 2.核心观点&重点推荐： 城市更新有望成为重点方向，关注工程机械、管网、环卫等设备。此前国务 院印发《深入实施以人为本的新型城镇化战略五年行动计划》，指出宜居、 韧性、智慧城市为重要方针，城镇老旧小区改造、城中村改造、公共基础设 施建设、加强城市洪涝治理、地下管线改造、绿色城市建设等为重要方向， 对于#工程机械、管网设备、环卫设备、消防设备等板块预计有较好的需求 促进，建议关注。 [Table_Info1] 机械设备 [Table_Date] 发布时间：2025-07-23 [Table_Invest] 优于大势 无人环卫车市场广阔，重点关注劲旅环境。全球空间或超 2000 亿。根据第 三方数据，按照我国官方环卫工人数量 200 万以上，实际人数 ...

Group 1 - The third Guangdong (Chaozhou) Specialty Food Industry Conference, themed "Food Capital New Quality Trend," was held from July 17 to 19, showcasing the region's food industry and aiming for global market integration [1][2] - The conference aims to leverage Chaozhou's status as a "World Food Capital" and "China's Food City" to create an international trade platform, achieving nearly 100 billion yuan in intended orders in its first year and 13.2 billion yuan in the second year, marking significant growth in scale and effectiveness [2][3] - The event adopted a "market-oriented exhibition + service-oriented government" model, enhancing professional standards and market competitiveness, while the "front exhibition, back factory" approach aims to efficiently convert orders and stimulate economic vitality [2][4] Group 2 - The exhibition has been upgraded to include a specialized exhibition hall for Chaoan's pillar industries, covering 80,000 square meters and accommodating nearly 3,000 international standard booths, with over 1,000 participating enterprises showcasing more than 20,000 products across the food industry chain [3][4] - The event features a promotional campaign for the "Fulu Monkey Candy Universe" IP, with a dedicated creative exhibition area and unique attractions aimed at younger audiences, highlighting the high-quality development of the food industry and Chaoan's cultural heritage [3][4] - The location in Dongshan Lake Park offers excellent transportation and is home to several food manufacturing companies, enhancing the "front exhibition, back factory" model to provide comprehensive services for product display, site visits, and business negotiations [4][5]

Group 1 - Fumiao Technology signed a strategic cooperation agreement with New Hu Textile to advance technology development and market expansion in the textile dyeing industry [1] - Fumiao Technology's shareholder, Feixiang Chemical, transferred 6.1076 million shares at a price of 16.38 yuan per share, representing 5% of the company's total shares [1] - Huaitian Thermal Power was recommended as the owner of a 700,000 kW wind power project, aligning with local government policies for investment strategy [1][2] Group 2 - Beiyinmei's controlling shareholder applied for pre-restructuring due to liquidity issues, holding 1.33 billion shares, 98.85% of which are pledged or frozen [3] - *ST Songfa's subsidiary signed a contract for the construction of two LNG dual-fuel oil tankers, expected to positively impact future performance [4] - Hongming Technology terminated a major asset restructuring plan to acquire 83% of Shenzhen Chisu Automation Equipment due to failure to reach an agreement [18] Group 3 - Guoxiang Technology's controlling shareholder plans to transfer 4 million shares at a price of 44.14 yuan per share, representing 5% of the total shares [20] - Longpin Puzhi's controlling shareholder is set to change to Changjiang Guomao after transferring 72.239 million shares at 12.42 yuan per share, totaling 1.046 billion yuan [28] - Hanwujing adjusted its 2025 fundraising plan to raise up to 3.985 billion yuan for AI chip platform projects and working capital [31]

一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.0298 | 0.1091 | -72.69 | -0.1807 | | 每股净资产（元） | 6.29 | 6.26 | 0.48 | 6.17 | | 每股公积金(元) | 5.32 | 5.3 | 0.38 | 5.34 | | 每股未分配利润(元) | -0.34 | -0.37 | 8.11 | -0.47 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 16.42 | 16.04 | 2.37 | 13.12 | | 净利润(亿元) | 0.13 | 0.41 | -68.29 | -0.67 | | 净资产收益率(%) | 0.47 | 1.55 | -69.68 | -2.55 | 三、分红送配方案情况 数据四舍五入，查看更多财务数据>> 不分配不转增 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 4606. ...