（来源：内蒙古日报） 推动高质量发展实现新跃升，要以协同发展为抓手，厚植绿色底色、扩大开放之势。积极推动城乡区域 协调发展，增强发展的整体性和协同性。厚植绿色发展底色，加快构建新型能源体系，提高绿电就地消 纳比例，打好"三北"工程攻坚战和蓝天、碧水、净土保卫战，发展林草沙等生态产业和碳汇经济，不断 拓展绿色发展新空间。进一步提高开放发展水平，加快推进自贸试验区、经济合作区、产业协作园区等 平台建设，深化对内区域合作，打通制约高效融入新发展格局的卡点堵点，以高水平开放促进高质量发 展。 推动高质量发展实现新跃升，要以人民为中心，守牢安全发展底线。高质量发展的最终价值体现在增进 民生福祉上，要让发展成果更好惠及各族群众，实施好"十大民生工程"，促进群众收入持续稳定增长， 切实让群众看见变化、得到实惠、感受到温暖。安全是发展的前提，各地要始终绷紧安全之弦，做好安 全生产风险隐患排查整治、防凌防汛防火、极端天气应对等工作，坚决守牢安全发展底线，以高水平安 全护航高质量发展行稳致远。 一年之计在于春。开局之年的机遇，不会主动找上门来，需要我们主动发现、主动抢抓、主动作为；发 展中的难题，不会自行解决，需要我们主动面对、 ...

南昌矿机集团股份有限公司投资者关系活动记录表 证券代码：001360 证券简称：南矿集团 编号：2026-008 答：公司优化砂石骨料业务结构的核心思路是提升工程骨料业务占比，逐步 降低商品骨料业务占比，以此改善骨料业务的盈利质量和回款情况。当前骨料市 场虽受房地产行业影响，商品骨料需求下降，但基建领域仍为骨料业务提供一定 的需求支撑，例如水电站、核电站等大型基建项目，均会带来一定的骨料新增需 求，为公司工程骨料业务发展创造了条件。 4.公司 2026 年是否计划推出股权激励计划，相关规划及考量是什么？ 答：公司高度重视核心人才的吸引和留存，认可股权激励在人才激励方面的 重要作用，如实施股权激励将采用"重点人员、重点项目"的模式，核心针对海 外业务、服务、资源领域的核心人才，通过股权激励绑定核心人才利益，激发团 队积极性，契合公司海外、后市场、资源投资等战略落地的人才需求。 5.公司当前产能规模如何，是否具备产能扩张的能力，未来产能提升的方式 是什么？ 答：公司目前拥有湾里、罗亭、海安三大制造基地，设备产品以标准化为主， 根据矿石的磨蚀性指数等参数进行定制化腔型设计，砂石骨料和矿山设备产线通 用。当前公司的订 ...

UZMETAL - MASHEXPO 展会时间：2026年4月7-9日 2026乌兹别克斯坦第17届国际冶金与金属加工展 文君 欧亚商汇 文君 一.展会介绍 2026年，全球冶金与金属加工行业的目光将聚焦于中亚地区，一场盛大的行业盛会——第 17届乌兹别克斯坦冶金、金属加工及机床、焊接展览会（Uz Metal Mash Expo）即将在乌兹别克斯坦首 都塔什干展览中心拉开帷幕。这场展会定于2026年4月7日至9日举行，由IEG展览公司主办，自2008年 起每年一届，已成为中亚地区影响力的冶金与金属加工行业盛会。 Uz Metal Mash Expo展会面积达到 10,000平方米，预计吸引超过19,471名专业观众和15个国家和地区的200家参展商及品牌参展。展会地点 位于乌兹别克斯坦塔什干市，交通便利，设施完善。展会不仅得到了乌兹别克斯坦地质与矿产资源委员 会的大力支持，还凭借其独特的地理位置和行业影响力，吸引了全球范围内的参展商和观众。 同期行 业盛会： 乌兹别克斯坦矿山机械工程机械展览会 Uz Mining Expo 乌兹别克斯坦安防展览会 Uz Secure Expo 乌兹别克斯坦化工展览会 Uz C ...

奋进正当时。2月22日，长沙经开区各大企业陆续按下复工复产"启动键"，为全年高质量发展蓄势 赋能。根据园区摸底统计，全区规工企业正月初八前（含初八）复工率将超过七成。据不完全统计，截 至2月22日（正月初六），长沙规工企业开复工率较去年高约一个百分点，50强企业中27家企业已复 工。 正月初六，年味仍浓，长沙经开区的各大厂区内已是一番火热景象。在延锋汽车饰件系统（长沙）有限 公司的厂房内，工人们正在各自岗位上娴熟操作，一件件崭新的汽车内饰件随着传送带有序下线。 "我们于初六复工，今天主要是为了满足上汽大众的订单需求，大概有40%的员工回到了岗位。"延锋汽 车总计划工程师于睿穿梭于生产线之间，声音洪亮地说，"这两天，我们的产品专供上汽大众，确保供 应链稳定。到了初八，全员将基本到岗，届时将为比亚迪、广汽埃安等客户服务。" 视线转向中联重科矿山机械（长沙）有限公司，这里的"抢跑"步伐迈得更早。正月初四，当大多数人还 沉浸在阖家团圆的温馨中时，中联矿机的车间里已是焊花飞溅，超过200名员工精神抖擞地回到了熟悉 的工作岗位。正月初五，返岗人数进一步增加，研发、工艺、质量等配套人员也悉数到位，为一线生产 保驾护航。 据 ...

Core Viewpoint - The mining machinery industry is expected to maintain high prosperity due to increasing geopolitical disturbances and countries' demands for self-sufficient supply chains, which is beneficial for the sector where North Industries Corporation operates [1] Industry Analysis - The report from Dongfang Securities indicates that domestic mining machinery has advantages in cost-effectiveness and customization, providing significant room for market share growth, which will positively impact the mining machinery sector [1] Financial Report Analysis - North Industries Corporation's Q3 2025 performance is projected to see a net profit attributable to shareholders ranging from 170 million to 185 million yuan, representing a year-on-year growth of 56.90% to 70.74% [1] - The valuation analysis shows a net profit of 181 million yuan, a year-on-year increase of 67.26%, with a return on equity of 10.51%, indicating a solid fundamental performance [1] Stock Performance - Over the last five trading days (as of February 13, 2026), North Industries Corporation's stock price has increased by 2.99%, although it experienced a single-day decline of 2.60% on February 13, closing at 30.35 yuan [1] - The trading volume reached 161 million yuan on February 10, with a turnover rate of 3.04%, while the trading volume decreased to 96 million yuan on February 13, reflecting cautious market sentiment [1] Recent Events - On February 10, 2026, North Industries Corporation announced the appointment of Su Xiangjun as the secretary of the board, further improving the company's governance structure [1]

Group 1 - The company has shown active business progress, highlighting its strategic transformation and order reserve potential, with a focus on black metals, particularly iron ore, which has the highest order share [2] - The company is expanding its smart operation business through a "small investment, multiple points" strategy, utilizing joint venture mines as experimental platforms to support product iteration [2] - Major projects such as the Uzbekistan project (contract amount of 149 million yuan) and the West Jin Mining project (contract amount of 296 million yuan) are progressing as planned, which is expected to enhance brand influence and promote domestic substitution [2] Group 2 - The stock price has shown a volatile trend, closing at 25.59 yuan on February 13, with a single-day decline of 2.25% and a trading volume of 121 million yuan [3] - Over the past five days, the stock has experienced a fluctuation of 0.27%, with an amplitude of 6.39%, indicating short-term capital divergence [3] - The stock is currently near the Bollinger Band lower support level of 24.85 yuan, with a weak MACD indicator, while the KDJ shows signs of oversold recovery, necessitating attention to the effectiveness of the support level [3]

Group 1: Business Expansion and Strategy - The company is expanding its intelligent operation and maintenance (O&M) business, leveraging its equipment manufacturing and industry experience to establish a scalable foundation for growth [2] - The expansion strategy involves a "small investment, multiple points" approach, using minority stakes in mines as O&M trial platforms to create a data loop for product iteration and process optimization [2] - The core competitive advantage lies in the integration of equipment, services, and intelligence, supported by a global marketing network and digital O&M capabilities [2] Group 2: Revenue Model - The revenue model is driven by two main services: predictive maintenance and professional repair after the warranty period, and full-process operational services provided by specialized teams [2] - Continuous service income from these two service categories is the primary source of profit, enhancing customer experience and fostering long-term partnerships [2] Group 3: Market Characteristics - The company's metal mining orders are primarily focused on ferrous metals, with iron ore orders having the highest proportion due to large-scale mining advantages [3] - The non-ferrous metal business is diversifying, covering high-value minerals such as gold, copper, and lithium, with copper contributing significantly to order scale and output [3] Group 4: International Operations - The company has developed systematic capabilities in overseas mining operations, supported by a team with practical experience in exploration, mining, and processing [3] - The overseas business exhibits a significantly higher gross margin compared to domestic operations, attributed to a differentiated pricing strategy that emphasizes value competition and brand trust [4] Group 5: Asset Management Strategy - The company adheres to a light asset operation strategy, focusing on service capability construction rather than large-scale production base investments due to the risks associated with heavy asset expansion [5] - Resources are primarily allocated to warehousing, logistics, and technical team configurations to achieve flexible global layouts, with minimal production retained for core components [5]

Core Viewpoint - Boreton (01333) has seen a stock price increase of over 5%, currently trading at 21.36 HKD with a transaction volume of 54.47 million HKD, indicating strong market interest amid geopolitical tensions affecting resource supply chains [1] Industry Summary - The mining machinery industry is expected to benefit from increased capital expenditure due to heightened global geopolitical disturbances, leading to sustained high demand in the sector [1] - Domestic mining machinery manufacturers possess competitive advantages in terms of cost-effectiveness and customized equipment design, suggesting significant potential for increased global market share as the trend towards self-sufficient resource supply chains continues [1] Company Summary - Boreton plans to launch a new generation of unmanned mining trucks by 2025 and expand into overseas markets such as Africa, indicating a strategic growth initiative [1] - The penetration rate of new energy engineering machinery is expected to rise, with Boreton's product iteration to the BRT970EV model and continuous market expansion [1] - The mining sector is identified as a key application area for autonomous commercial vehicles, with a projected penetration rate of 50% by 2030 [1] - Boreton has introduced the 9M145E model, an original unmanned mining truck equipped with a self-developed E2E intelligent driving system and smart scheduling platform, facilitating collaborative operations among multiple devices [1] - The company has a robust order backlog, having signed a procurement agreement for 1,000 units with Mingyang Mining and supplying 150 units to Fujian Rixin, indicating accelerated commercialization [1]

Group 1 - Boreton (01333) saw a stock price increase of over 5%, currently trading at 21.36 HKD with a transaction volume of 54.47 million HKD [1] - Oriental Securities reported that global geopolitical disturbances are increasing, leading to a stronger demand for resource supply chain and industrial chain security, which will directly benefit the mining machinery industry through increased capital expenditure [1] - Domestic mining machinery has competitive advantages in cost-effectiveness and customized design, with significant potential for global market share growth under the trend of self-controllable resource supply chains [1] Group 2 - Tianfeng Securities noted that Boreton plans to launch a new generation of unmanned mining trucks by 2025 and expand into overseas markets such as Africa [1] - The penetration rate of new energy engineering machinery is expected to continue rising, with Boreton's product iteration to the BRT970EV model and ongoing market expansion [1] - The mining area is identified as a core application scenario for autonomous commercial vehicles, with a projected penetration rate of 50% by 2030 [1] - Boreton has introduced the original unmanned mining truck model 9M145E, equipped with a self-developed E2E intelligent driving system and smart scheduling platform for multi-device collaborative operations [1] - The company has a strong order reserve, having signed a procurement agreement for 1,000 units with Mingyang Mining and supplying 150 units to Fujian Rixin, accelerating commercialization [1]

Company and Industry Summary Company:耐普矿机 (Nippon Mining & Metals) Key Points - **Client Acquisition**: The company has secured a three-year framework agreement for wear parts with Rio Tinto's Oyu Tolgoi LLC mine, marking a significant achievement in acquiring a top-tier global copper-gold mining client [1] - **Oyu Tolgoi Mine Details**: The Oyu Tolgoi mine is located in Mongolia, with Rio Tinto holding a 66% stake and the Mongolian government holding 34%. The mine has copper reserves of 40.66 million tons and gold reserves of 5.546 million ounces, with potential for further resource expansion [1] - **Production Goals**: The target is to achieve an average annual copper production of 500,000 tons by the year 2036 [1] - **Product Coverage**: The wear parts supplied will cover various components including cylindrical screens, pipelines, hydrocyclones, and slurry pumps, indicating a comprehensive approach to servicing the mining operations [1] - **Market Positioning**: The acquisition of a prestigious client from a European company reinforces the company's market strength and supports the narrative of increasing market share through new product offerings [1] - **Future Prospects**: There is an expectation for continued customer development in the area of mill liners, suggesting ongoing growth opportunities for the company [1]