该协议有助于进一步推广公司在纯电动工程设备及无人驾驶的技术与产品，拓展集团在矿山运输领域的 业务。 福建日鑫为一家于中华人民共和国依法成立的有限责任公司，主要从事工程机械设备租赁、销售及相关 运维服务，业务范围涵盖福建及周边地区，具有稳定的矿山客户基础及施工经验。 智通财经APP讯，博雷顿(01333)发布公告，博雷顿科技股份公司近日与福建日鑫机械租赁有限公司订立 了一项无人驾驶战略合作框架协议。据此，该协议各订约方拟根据优势互补、合作共赢的原则，在矿山 无人驾驶运输业务领域展开长期战略合作。 ...

Group 1: New Cycle - The Chinese economy is entering a new cycle rather than reaching its peak, with significant challenges such as insufficient effective demand [2] - Major infrastructure projects, like the Yarlung Tsangpo River hydropower station with an investment of 1.2 trillion yuan, are expected to stimulate investment demand [2] - The focus on enhancing domestic consumption through innovative marketing strategies, as seen in Chongqing's tourism initiatives, highlights the shift towards demand-side growth [2][3] Group 2: New Quality Productivity - The "15th Five-Year Plan" emphasizes the importance of new quality productivity, which is driven by the digital revolution and artificial intelligence [4] - Industries previously considered advanced, such as finance and healthcare, are being redefined through AI applications, enhancing efficiency and user experience [4] - The goal is to achieve a significant leap in productivity that positions China favorably in global competition, similar to its current advantages in mobile payments and high-speed rail [4] Group 3: New Development Concept - The focus of the "15th Five-Year Plan" is on improving people's well-being and promoting comprehensive human development, moving beyond mere material wealth [5] - The importance of the workforce, particularly the 200 million industrial workers, is highlighted as essential for sustaining China's manufacturing success [6] - Investments in education, health, and employment are crucial for enhancing the overall quality of life and ensuring sustainable development [6] Group 4: Dual Circulation New Development Pattern - The "15th Five-Year Plan" introduces a dual circulation strategy, balancing domestic and international markets to navigate global uncertainties [7] - Despite challenges from trade tensions, China's exports have shown resilience, with significant growth in trade with regions like Africa and ASEAN [7] - Companies like XCMG exemplify the dual circulation model by integrating domestic and international operations, enhancing service capabilities alongside product exports [8]

Core Insights - China Longgong (03339) reported a mid-term performance for the six months ending June 30, 2025, with revenue of 5.596 billion RMB, a year-on-year increase of 69.67% [1] - Shareholder profit reached 632 million RMB, up 37.83% year-on-year, with basic earnings per share at 0.15 RMB [1] Business Segment Performance - The loader business remains the core segment, contributing 41.12% to total sales, an increase of 0.81 percentage points from 40.31% in the same period of 2024 [1] - Forklift sales decreased by 4.79 percentage points to 33.61% compared to the same period in 2024 [1] - Excavator sales surged by 59.58% year-on-year, accounting for 14.44% of total sales, up 4.99 percentage points from 9.45% in 2024 [1] Regional Performance - The Northwest region saw a 22.3% year-on-year sales growth, with market share increasing from 7.01% to 8.58% [1] - The Central region achieved an 8.9% sales growth, reaching a market share of 10.29% [1] - The Southern region experienced moderate growth of 3.6%, raising its market share to 9.57% [1] Wheel Loader Segment - The wheel loader segment's total revenue grew by 6.5% to 2.301 billion RMB, driven by strong demand for high-end (ZL60 model) and mini wheel loaders, which saw revenue increases of 27.7% and 7.9% respectively [2] - Revenue from the flagship ZL50 model slightly declined by 3.9% due to weak export sales [2] - The overall segment benefited from a diversified product mix, with the contribution from mini and ZL40 models significantly increasing, while the gross margin improved to 20.6% due to better product mix and cost control [2]

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Industrial Machinery Index increased by 0.49%, with notable stocks such as Iron Construction Heavy Industry hitting the daily limit up and others like Jepter and Jingzhida rising by 3.61% and 2.96% respectively [1] - The Sci-Tech Machinery ETF (588850) has seen a weekly increase of 6.49% as of July 22, 2025, indicating strong market performance [1] - The top ten weighted stocks in the Industrial Machinery Index account for 48.05% of the index, with Zhongkong Technology and Bichu Electronics being the largest contributors [1][3] Group 2 - The Yarlung Tsangpo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, officially commenced construction on July 19, 2025 [3] - The project is expected to create significant demand for construction machinery and equipment due to its large scale and long construction period, similar to the Three Gorges Project [4] - Companies with capabilities in new energy, unmanned operations, and large-tonnage complete equipment are likely to benefit from the challenging working conditions in Tibet [4]

Core Viewpoint - The China International Supply Chain Promotion Expo (Chain Expo) showcases the significance of China's supply chain, attracting numerous international exhibitors and highlighting the country's robust market potential [1][2]. Group 1: Event Overview - The Chain Expo saw participation from over 230 new exhibitors, with a record 35% of foreign exhibitors, indicating a growing international interest [2][6]. - The event featured 651 companies and institutions from 75 countries and regions, with 50% of foreign exhibitors coming from Europe and the United States [6][7]. - The expo included six major chains and a supply chain service exhibition area, demonstrating the latest achievements and experiences in global supply chain cooperation [7]. Group 2: Company Participation - Nvidia's CEO Huang Renxun emphasized the importance of the Chinese market for American companies, marking his first attendance at the Chain Expo [2]. - Newegg, an American company, showcased its collaboration with a Chinese tech firm to highlight cross-border e-commerce and smart supply chain innovations [4]. - Honeywell introduced two innovative automation products developed by its local team in China, focusing on smart upgrades in the construction and shipping industries [4][6]. Group 3: Industry Insights - The expo featured advanced manufacturing solutions, including high-tech products like robotic hands and flying cars, reflecting the complexity and scale of the supply chain [6][7]. - A company specializing in high-freedom robotic hands holds over 80% of the domestic market share and more than 50% globally, indicating strong competitive positioning [8]. - Another company, focusing on mobile crushing and screening equipment, reported a 70% localization rate in its products, aiming to deepen its overseas market penetration [10].