新华财经南京9月26日电（记者朱程）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。 据悉，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。 近年来，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"与徐工零碳智慧矿山发展理念深度契合。徐工始终致力于全球零碳智慧矿山探索，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。 这并非双方的合作"首秀"。在去年11月举办的上海宝马展上，徐工曾与福德士河集团签署订单。此次战 略合作协议的达成，不仅是 ...

智通财经APP讯，博雷顿(01333)发布公告，近期新疆鸣阳矿业建设集团有限公司(鸣阳矿业)与本公司订 立了一项战略合作协议(该协议)。该协议各订约方拟根据优势互补、合作共赢的原则，在矿山业务领域 展开长期战略合作，推动矿山运输的电动化及智能化发展。 本集团在矿山无人驾驶及电动化领域具有领先技术和产品优势。本次合作有助于进一步推广本公司电动 矿卡及自动驾驶解决方案的应用，提升矿区运营效率及安全水平，并拓展本集团在矿山运输领域的业 务。 鸣阳矿业作为甲方，负责承担矿山整体挖装运业务，自协议生效之日起至 2028年9月22日，拟向乙方购 买不低于1000台的电动矿卡无人驾驶车辆及无人驾驶服务，用于土方剥离、采装、运输、排卸。 本公司作为乙方，负责向鸣阳矿业提供电动矿卡产品及无人驾驶技术。 订约各方将在矿山无人驾驶运输领域建立长期战略合作伙伴关系，开展深度合作，推进电动矿卡及自动 驾驶系统的应用落地，共同提升矿区运营效率及安全水平。 ...

格隆汇9月19日丨尤洛卡(300099.SZ)在投资者互动平台表示，公司目前聚焦于智慧矿山领域，尚未涉及 月球及火星开采矿车和工具相关业务。 ...

Core Viewpoint - South Mining Group is focusing on high-margin equipment sales and aftermarket services, leading to recent fluctuations in revenue and profit due to the abandonment of large integrated equipment business [1][2] Revenue and Profit - Recent revenue and profit fluctuations are attributed to the strategic decision to abandon large integrated equipment business in favor of high-margin equipment sales and aftermarket services [1] - Despite short-term financial impacts, the company has a robust order reserve with significant year-on-year growth expected in future revenues [1] Order Structure - The order structure has shifted significantly, with metal mining equipment orders now exceeding non-metal mining orders, indicating a business structure optimization [1] - Orders for black metal mining equipment dominate, while orders for non-ferrous metal mining equipment are gradually increasing, with the company entering the supply chains of several large steel groups [1] Aftermarket Business - The company has established Jiangxi Xinkuang Zhiwei Engineering Technology Co., Ltd. to enhance its aftermarket services, which boasts a gross margin exceeding 40% and strong cash flow [2] - A dedicated team, R&D department, and comprehensive service system have been set up to drive rapid growth in this business segment [1][2] Resource Layout - The resource layout focuses on precious metals (gold, copper) using a "co-investment + operation + equipment" model, with the Brownhill gold mine project in Zimbabwe already implemented [2] Accounts Receivable Management - To address the large scale of accounts receivable, the company is enhancing customer credit management, optimizing contract payment terms, and promoting aftermarket business to improve cash flow [2] Market Capitalization Management - The company is committed to enhancing profitability and asset quality through business structure optimization, aiming for long-term value enhancement [2] Overseas Business Growth - The overseas business is experiencing strong growth, with significant increases in new orders for metal mining and overseas markets expected in the first half of 2025 [2] - The overseas revenue share is reasonable, with growth concentrated in Africa, North America, and the CIS regions, alongside the establishment of subsidiaries and a research center in Sweden [2]

Financial Performance - Recent fluctuations in revenue and profit are attributed to the company's strategic decision to abandon low-margin large integrated equipment business, focusing instead on high-margin equipment sales and aftermarket services [2][3] - The company has a robust order reserve, with significant year-on-year growth expected to reflect in future revenue recognition [2] Market Segmentation - The proportion of orders for metal mining equipment has significantly surpassed that of non-metal mining equipment, indicating a favorable shift in business structure [2] - The company has entered the supply chains of several large domestic steel groups, with increasing penetration of core equipment [2] Aftermarket Business Strategy - The company has established a subsidiary focused on aftermarket services, maintaining a high gross margin and healthy cash flow [3][8] - The goal is to increase the proportion of aftermarket business significantly, transitioning from product sales to operational and service models [3][8] Resource Development - The company is primarily focused on precious metals (gold, copper) through a "co-investment + operation + equipment" model, with a successful project in Zimbabwe [4] Accounts Receivable Management - The company faces challenges with large accounts receivable due to lengthy payment approval processes from state-owned enterprises [5] - Plans to improve cash flow include enhancing customer credit management and optimizing contract payment terms [5] Value Management and Growth Strategy - The company aims for sustainable growth through business structure optimization, technological advancement, and international expansion [6] - The focus is on long-term value enhancement rather than short-term market fluctuations [6] International Business Expansion - The company has seen significant growth in overseas business, with new orders in metal mining and international markets showing strong performance [7] - Key growth regions include Africa, North America, and the CIS, with a focus on establishing a global service network [7] Aftermarket Business Advantages - The aftermarket business maintains a gross margin above 40%, with a short cash flow cycle due to "payment on delivery" models [8] - The company has experienced rapid growth in aftermarket orders since establishing a dedicated subsidiary, leveraging specialized operations and technical support [8][9]

Core Viewpoint - The company anticipates a continuous decline in net profit for 2023 and 2024 due to weak demand in the downstream sand and gravel aggregate industry, influenced by infrastructure construction and real estate sectors [1] Group 1: Financial Performance - In the first half of 2025, the company reported operating revenue of 384 million yuan, a year-on-year decrease of 8.33%, and a net profit of 41.08 million yuan, down 20.48% year-on-year [1] - The decline in performance is attributed to structural oversupply in the sand and gravel market, leading to decreased production and prices, as well as delayed customer payments resulting in increased bad debt provisions [1] Group 2: Strategic Adjustments - The company has strategically chosen to abandon large integrated equipment business, which is primarily used in EPC projects, as these projects have larger order amounts but lower profit margins [1] - The revenue structure is changing, with significant growth in parts sales (up 25.44%), operation and maintenance services (up 159.02%), and overseas income (up 63.06%), indicating a focus on core value areas [1] Group 3: Market Expansion and Innovation - New orders in the metal mining business and overseas markets for the first half of 2025 were 115 million yuan (up 44.23%) and 86 million yuan (up 146.94%), respectively [1] - The company has established subsidiaries in key markets such as Malaysia, South Africa, Zimbabwe, Australia, and Singapore, and has set up a research and development center in Sweden to create a global innovation service network [1] Group 4: Shareholder Actions - Recent share reductions by executives were made for personal financial needs and represent a small proportion of their holdings, not expected to impact the company's operations [1] - The company is considering share buybacks as a key market value management tool, with plans to evaluate based on company conditions and market environment [1]

Core Points - The company is established as a joint-stock limited company in accordance with the Company Law and other relevant regulations [1][2] - The registered capital of the company is RMB 646.5 million [2] - The company was approved by the China Securities Regulatory Commission to issue 79.6 million shares to the public and was listed on the Shanghai Stock Exchange on March 20, 2015 [1][2] Chapter Summaries Chapter 1: General Provisions - The purpose of the articles is to protect the legal rights of the company, shareholders, employees, and creditors, and to regulate the company's organization and behavior [1] - The company is a permanent joint-stock limited company registered in Shanghai [2] Chapter 2: Business Objectives and Scope - The company's business objective is to provide first-class products and services to coal mining enterprises and create optimal benefits for society, employees, and shareholders [3] - The business scope includes the development, production, and sales of mining equipment and accessories, engineering equipment, and electrical automation equipment [3] Chapter 3: Shares - The company's shares are issued in the form of stocks, with each share having a par value of RMB 1 [4] - The total number of shares issued at the establishment of the company was 156 million, with all shares fully paid up [4][5] - The company has issued 64.65 million shares, all of which are ordinary shares [5] Chapter 4: Shareholders and Shareholders' Meeting - Shareholders have rights to dividends, request meetings, supervise the company, and transfer their shares [7][8] - The company must hold an annual shareholders' meeting within six months after the end of the previous fiscal year [16] - The shareholders' meeting is the company's decision-making body and has the authority to elect directors, approve profit distribution plans, and make decisions on capital increases or decreases [13][14] Chapter 5: Proposals and Notifications for Shareholders' Meetings - Proposals must fall within the authority of the shareholders' meeting and comply with legal and regulatory requirements [57] - The company must notify shareholders of the meeting details at least 20 days in advance for annual meetings and 15 days for temporary meetings [59] Chapter 6: Voting and Resolutions of Shareholders' Meetings - Ordinary resolutions require a simple majority of the voting rights held by attending shareholders, while special resolutions require at least two-thirds of the voting rights [79][80]

Group 1 - The core business of the company is focused on the research, manufacturing, sales, and service of grinding systems, particularly the roller press, which is essential for cement production and mineral processing [1] - As of August 21, the company's stock price increased by 6.08%, reaching 14.66 CNY per share, with a trading volume of 8.92 billion CNY and a turnover rate of 11.19%, resulting in a total market capitalization of 151.51 billion CNY [1] - The company has consistently maintained synchronized growth in sales, production, and tax contributions since its establishment, achieving good economic and social benefits [1] Group 2 - As of March 31, the number of shareholders for the company was 42,300, with an average of 13,400 circulating shares per person [2] - For the first quarter of 2025, the company reported an operating income of 175 million CNY, a year-on-year decrease of 14.67%, and a net profit attributable to shareholders of 46.39 million CNY, down 17.80% year-on-year [2]

Core Viewpoint - Youluoka (300099.SZ) reported a decline in revenue but an increase in net profit for the first half of the year, indicating a mixed performance driven by operational efficiency and non-recurring gains [1] Financial Performance - The company achieved operating revenue of 239.86 million yuan, a year-on-year decrease of 5.08% [1] - The net profit attributable to shareholders was 38.53 million yuan, reflecting a year-on-year increase of 11.22% [1] Factors Influencing Performance - The decline in revenue was primarily due to the market environment affecting traditional business sectors [1] - Key drivers for profit growth included: - Significant improvement in operational efficiency, with total operating costs decreasing by 7.31 million yuan, and sales expenses reduced by 9.10 million yuan (a decrease of 23.5%) through channel optimization [1] - Notable contributions from non-recurring gains, including a year-on-year increase of 7.26 million yuan in government subsidies and a 3.91 million yuan increase in investment income [1] - Optimization of tax structure, resulting in a reduction of income tax expenses by 2.32 million yuan [1] Future Outlook - The company plans to accelerate the transformation of research and development results in smart mining in the second half of the year to drive growth in main business revenue and achieve high-quality development goals [1] - A cash dividend of 0.52 yuan per 10 shares will be distributed to all shareholders [1]

Group 1 - Ganzhou Hangtai Mining Equipment Co., Ltd. has been established with a registered capital of 6.68 million RMB [1] - The legal representative of the company is Xu Tailiang [1] - The company's business scope includes manufacturing and sales of mining machinery, black metal casting, import and export of goods, and various technical services [1] Group 2 - The company is involved in the research and development of mechanical equipment and new material technology [1] - It also provides installation services for general machinery and specialized equipment [1] - The company is authorized to conduct business activities independently based on its business license, excluding projects that require approval [1]