证券日报网讯耐普矿机10月9日在互动平台回答投资者提问时表示，截至2025年9月30日收盘，公司股东 人数为14264户。 （文章来源：证券日报） ...

这次并非双方的合作"首秀"。在去年11月举办的上海宝马展上，徐工集团曾与福德士河集团签署订单，创下当时中国电动矿山机械出口最大单纪录。 此次战略合作协议的达成，不仅是双方合作规模的"升级"，更代表着全球矿业巨头对徐工集团在绿色矿山领域全价值链创新优势的高度认可与肯定。 徐工集团致力于全球零碳智慧矿山最佳实践，深度聚焦"人工智能＋矿山机械"方向，深耕地上地下全系列工艺工法，为全球客户提供完整性、成熟性、 领先性和可落地性的零碳智慧矿山成套化解决方案。而当前全球矿业正在经历绿色革命，零碳化转型成为行业共识。作为全球矿业巨头，福德士河集团在行 业内率先提出2030年完全脱碳目标，计划彻底消除铁矿石运营中的化石燃料使用，其绿色转型"蓝图"与徐工集团零碳智慧矿山发展理念深度契合。双方此次 签约设备将满足福德士河集团未来240吨级纯电矿用卡车车队近一半的设备需求，服务于铁矿石开采作业，助力其实现2030年陆地运营零碳排放目标。 近日，徐工集团与澳大利亚福德士河集团（Fortescue）在北京举行了绿色采矿设备解决方案战略合作协议签署仪式。根据协议，徐工集团将在2028至 2030年期间为福德士河集团提供150台至200台 ...

耐普矿机工作人员表示，在二期项目车间内，产线核心设备快锻压机重达2000吨，光是主体部分快锻液压机组上横梁就重达37吨。可想而知，让这些大设 备智能起来，并不容易。 走进耐普矿机位于江西上饶市经开区的二期扩建项目生产车间，一条全自动焊接柔性生产线正在有序运转，机械臂化身高效精准的焊接能手，集成多元功 能，从工件抓取起步，经表面激光清洗、感应加热，再到拼搭焊接，直至下料装卸，全程实现自动化生产。"焊接工序集成视觉识别系统与数字孪生技 术，大大提升焊接合格率，产能较传统人工焊接模式大幅提升。"耐普矿机总经理程胜在接受中国证券报记者专访时表示。 公司硫化车间 车间里"智"含量高的背后，正是耐普矿机"十四五"以来高质量发展的一个生动缩影。近日，中国上市公司协会联合中国证券报等媒体，开展"我在'十四 五'这五年 上市公司在行动"主题宣传活动。"'十四五'以来，耐普矿机走过了一段不平凡的发展历程，实现了国际化战略升级与主营业务的跨越式发 展。"程胜说。 自主创新动能足 耐普矿机是一家集研发、生产、销售和服务于一体的重型矿山选矿装备及其新材料耐磨备件的专业制造企业。选矿设备都是"大块头"，而其生产设备同样 也是"大家伙"。 ...

Core Insights - XCMG Group has signed a supply contract for new energy mining equipment with Fortescue Metals Group, marking the largest green mining machinery export order from China to date [1][3] - The strategic cooperation signifies an upgrade in collaboration scale and highlights global mining giants' recognition of XCMG's innovative advantages in the green mining sector [1][3] Industry Trends - The global mining industry is undergoing a green revolution, with decarbonization becoming a consensus [3] - Fortescue Metals Group has set a goal to achieve complete decarbonization by 2030, and the order from XCMG will fulfill nearly half of its equipment needs for a fleet of 240-ton pure electric mining trucks [3] Company Developments - XCMG has established a strong presence in the global mining sector, with its mining machinery utilized across Africa, Europe, and the Americas [5] - The company has been recognized for its focus on "artificial intelligence + mining machinery," providing comprehensive and mature zero-carbon smart mining solutions [5] - XCMG and Fortescue Metals Group will explore green low-carbon technologies and the development of the new energy industry together, contributing to global climate challenges [7]

自主创新动能足 耐普矿机是一家集研发、生产、销售和服务于一体的重型矿山选矿装备及其新材料耐磨备件的专业制造 企业。选矿设备都是"大块头"，而其生产设备同样也是"大家伙"。 耐普矿机工作人员表示，在二期项目车间内，产线核心设备快锻压机重达2000吨，光是主体部分快锻液 压机组上横梁就重达37吨。可想而知，让这些大设备智能起来，并不容易。 "车间里全自动焊接柔性生产线相当于一个焊接智能工作站，它通过视觉识别定位，结合激光传感纠偏 系统，焊接更精准，焊缝质量高，缺陷率低。"程胜表示，在定制非标产品领域，智能机器人应用并不 广泛，但耐普矿机是先行者，率先尝试攻克难题，满足个性化需求。 这与耐普矿机对研发创新与自主核心技术的高度重视是分不开的。 走进耐普矿机（300818）位于江西上饶市经开区的二期扩建项目生产车间，一条全自动焊接柔性生产线 正在有序运转，机械臂化身高效精准的焊接能手，集成多元功能，从工件抓取起步，经表面激光清洗、 感应加热，再到拼搭焊接，直至下料装卸，全程实现自动化生产。"焊接工序集成视觉识别系统与数字 孪生技术，大大提升焊接合格率，产能较传统人工焊接模式大幅提升。"耐普矿机总经理程胜在接受中 国证券 ...

Core Viewpoint - The "Precision Procurement Trade Matching Conference" held in Tai'an aims to enhance international trade opportunities for local enterprises, showcasing the strength of "Tai'an Manufacturing" and facilitating direct sourcing from global markets [1] Group 1: Event Overview - The conference was organized by the Shandong Provincial Department of Commerce and the Tai'an Municipal Government, with participation from 14 key foreign trade enterprises in various sectors including mining machinery, engineering machinery, power equipment, and new materials [1] - The event focused on precise trade matching, inviting multiple overseas buyers for one-on-one discussions with Tai'an enterprises to promote efficient international sourcing [1] Group 2: Participating Companies - Key exhibiting companies from the Tai'an High-tech Zone included Shandong Lude New Materials, Libo Heavy Industry, Taikai High Voltage Switchgear, Youluoka (300099) Digital Technology, and Magic Intelligent Technology, showcasing products such as geosynthetics, conveying machinery, and smart vending machines [1] - The participation of these leading enterprises reflects the diversification of the high-tech zone's industry and the new momentum in foreign trade [1] Group 3: Strategic Importance - This event is part of Tai'an's implementation of the "Shandong Trade Global" initiative, aimed at stabilizing the scale and optimizing the structure of foreign trade [1] - The conference not only broadens order channels for enterprises but also injects new energy into Tai'an's goal of becoming a new highland for opening up to the outside world [1] - Participating companies expressed their commitment to leveraging this platform to showcase product advantages and deepen connections with international market demands, further expanding export scale and enhancing the international influence of "Tai'an Intelligent Manufacturing" [1]

中证报中证网讯（王珞）近日，徐工集团与澳大利亚福德士河集团（Fortescue）在北京举行绿色采矿设 备解决方案战略合作协议签署仪式。徐工集团、徐工机械（000425）董事长杨东升与福德士河集团执行 董事长安德鲁·福瑞斯特博士共同签署新能源矿山设备供货合约。徐工将在2028至2030年期间为福德士 河集团提供150台至200台240吨纯电动矿卡。这是迄今为止中国签订的最大绿色矿山机械出口订单。 据了解，这并非双方的首次合作。在去年11月举办的上海宝马展上，徐工曾与福德士河集团签署订单， 创下当时中国电动矿山机械出口最大单纪录。 徐工集团表示，本次战略合作协议的达成，不仅是双方合作规模的"升级"，更代表着全球矿业巨头对徐 工在绿色矿山领域全价值链创新优势的高度认可与肯定。该合作已成为福德士河集团全球绿色战略落地 的重要组成部分。徐工以全球领先的矿业装备与技术，为福德士河集团加速工业脱碳商业化进程提供坚 实支撑，双方也将携手推进全球矿业高质量、可持续发展。 全球矿业正在经历绿色革命，零碳化转型成为行业共识。作为全球矿业巨头，福德士河集团在行业内率 先提出2030年完全脱碳目标，计划彻底消除铁矿石运营中的化石燃料使 ...

这一订单规模也创出了中国绿色矿山设备出口最大单纪录。徐工集团相关负责人表示，这批设备将满足 福德士河集团未来240吨级纯电矿用卡车车队近一半的设备需求，服务于铁矿石开采作业，助力其实现 2030年陆地运营零碳排放目标。 事实上，这并非双方首次展开合作。在2024年11月举办的上海宝马展（bauma CHINA，上海国际工程 机械、建材机械、矿山机械、工程车辆及设备博览会）上，徐工集团曾与福德士河集团签署订单，曾创 下当时中国电动矿山机械出口最大单纪录。 中国迄今为止签订的最大绿色矿山机械出口订单已经诞生。 9月26日，在联合国大会召开期间，澳大利亚福德士河集团（Fortescue，以下简称"福德士河集团"）正 式在美国纽约宣布已与徐工集团就新能源矿山设备供应签署合约。 据《中国经营报》记者了解，徐工集团日前与福德士河集团在北京举行绿色采矿设备解决方案战略合作 协议签署仪式。徐工集团、徐工机械董事长杨东升与福德士河集团执行董事长安德鲁·福瑞斯特博士共 同签署新能源矿山设备供货合约。根据协议，徐工将在2028至2030年期间为福德士河集团提供150台至 200台240吨纯电动矿卡。 相关资料显示，福德士河集团是全 ...

Core Insights - The article highlights the rapid growth of AI applications in the energy sector, particularly in the context of zero-carbon mining robots, with Boreton (01333) positioned as a leading player in this niche market [1][2]. Group 1: Policy and Market Drivers - Recent policies from the National Energy Administration, including the "Implementation Opinions on Promoting High-Quality Development of 'AI + Energy'," are driving the integration of AI in energy applications [1][2]. - The dual carbon policy is steering the transition of mining engineering towards renewable energy, making it a key focus area for zero-carbon initiatives [2]. Group 2: Company Developments - Boreton has secured a strategic cooperation agreement with Mingyang Mining to provide at least 1,000 electric unmanned mining vehicles, indicating a growing demand for electric and intelligent mining solutions [3]. - The company has received a significant order worth 118 million yuan from China Resources Cement, showcasing its strong client relationships and order pipeline [3][4]. Group 3: Technological Innovations - Boreton is collaborating with Huawei to develop a "networked energy storage technology," aiming to transform mining operations from energy consumers to clean energy producers [5]. - The company is also advancing its energy storage projects, evidenced by a recent contract with Guoxia Technology for energy storage system equipment, marking a significant step in its development [6]. Group 4: Market Recognition and Growth Potential - Boreton's innovative approach in AI and energy applications has led to its inclusion in the Hang Seng Composite Index, reflecting strong market recognition and potential for valuation growth [7]. - The company is expected to enhance its growth trajectory through its light storage energy services, which are seen as a new growth avenue [7].

耐普矿机9月25日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 开源证券股份有限公司西安西大街证券营业部 | 3023.34 | 4.30 | | 买二 | 国泰海通证券股份有限公司上海长宁区江苏路证券营业 | 2462.37 | 52.57 | | | 部 | | | | 买三 | 国泰海通证券股份有限公司泰州鼓楼南路第一证券营业 | 1931.70 | 11.72 | | | 部 | | | | 买四 | 华鑫证券有限责任公司上海光复路证券营业部 | 1234.86 | 15.24 | | 买五 | 华鑫证券有限责任公司上海宛平南路证券营业部 | 1195.90 | 0.00 | | 卖一 | 华泰证券股份有限公司深圳平安金融中心证券营业部 | 7.23 | 3684.96 | | 卖二 | 中信建投证券股份有限公司上饶中山西路证券营业部 | 0.00 | 1387.62 | | 卖三 | 机构专用 | 0.00 | 1369.37 | | 卖四 | 长江证券股份有限 ...