01月08日消息，截止10:30，重工装备板块走强，中国一重（维权）、中信重工、ST太重（维权）涨 停。 责任编辑：小浪快报 ...

证券日报网讯1月6日，大连重工（002204）在互动平台回答投资者提问时表示，"高端制造"是公司"五 化"(智能化、绿色化、高端化、国际化、服务化)战略转型的重要组成部分。未来，大连重工将依托物 料搬运机械、冶金机械、能源装备等优势业务板块，重点向高端化发展，系统部署大兆瓦风电核心部 件，超大型风电铸件产品和工业齿轮箱产品等高端化业务板块。在新质生产力方面，公司以创建国际一 流重工企业集团的发展愿景为战略引领，围绕国家重大装备国产化需要、顾客需求，以改革创新为动 力、全流程数智化转型等一系列变革为主线，聚焦物料搬运、冶金、传动、后服务等领域，大力实 施"市场需求+技术创新"双轮驱动，不断增强企业价值创造力和软、硬件结合的差异化竞争力，走高质 量可持续发展之路。关于并购重组，公司始终聚焦主业、关注产业链上下游的发展机遇，在持续夯实内 生增长动力的同时，也会积极研判包括外延并购在内的多种发展方式，以助力公司实现战略升级和高质 量发展。公司一切重大决策均将严格遵守相关法律法规，并坚持以维护全体股东权益为核心，稳步推进 业务布局，努力提升公司价值，积极回报投资者的信任。如达到标准，公司将及时履行信息披露义务。 ...

鉴于上述协议即将到期且委托管理内容保持不变、重工装备集团除公司外其他资产未发生重大变化，公 司与重工装备集团于2025年12月26日续签《委托管理协议》，委托期限自2026年1月1日起至2026年12月 31日止，委托管理费用为2,548.11万元。双方将在期满前协商续签事宜，具体以双方后续协商为准。委 托管理期间，如重工装备集团除公司外其他资产发生重大变化，即委托管理期间重工装备集团除公司外 其他资产总额（以2024年12月31日为节点，按重工装备集团年度审计报告为准）单次或累计增加、减少 不超过20%（含20%），前述委托管理费用不发生变化，如超过20%双方另行协商确定。 格隆汇12月26日丨大连重工(002204.SZ)公布，公司与控股股东大连重工装备集团有限公司（简称"重工 装备集团"）于2025年3月20日签订了《委托管理协议》，重工装备集团将其部分职能部门的日常管理职 能委托本公司行使，委托期限自2025年3月21日起至2025年12月31日止，委托管理费用为1,981.86万元。 根据协议约定，双方将在期满前协商2026年委托事宜，如续期时委托管理内容不变，则重工装备集团按 2,548.11万元 ...

鉴于上述协议即将到期且委托管理内容保持不变、重工装备集团除公司外其他资产未发生重大变化，公 司与重工装备集团于2025年12月26日续签《委托管理协议》，委托期限自2026年1月1日起至2026年12月 31日止，委托管理费用为2,548.11万元。双方将在期满前协商续签事宜，具体以双方后续协商为准。委 托管理期间，如重工装备集团除公司外其他资产发生重大变化，即委托管理期间重工装备集团除公司外 其他资产总额（以2024年12月31日为节点，按重工装备集团年度审计报告为准）单次或累计增加、减少 不超过20%（含20%），前述委托管理费用不发生变化，如超过20%双方另行协商确定。 格隆汇12月26日丨大连重工(002204.SZ)公布，公司与控股股东大连重工装备集团有限公司（简称"重工 装备集团"）于2025年3月20日签订了《委托管理协议》，重工装备集团将其部分职能部门的日常管理职 能委托本公司行使，委托期限自2025年3月21日起至2025年12月31日止，委托管理费用为1,981.86万元。 根据协议约定，双方将在期满前协商2026年委托事宜，如续期时委托管理内容不变，则重工装备集团按 2,548.11万元 ...

12月19日消息，截止10:45，重工装备板块活跃，中国一重（维权）、大连重工涨停。 责任编辑：小浪快报 ...

Company Overview - Tianqi Co., Ltd. (SZ 002009) announced a temporary board meeting on December 10, 2025, to discuss the management system for shares held by senior executives [1] - As of the report, Tianqi's market capitalization is 6.6 billion yuan [1] Revenue Composition - For the first half of 2025, Tianqi's revenue composition is as follows: - Intelligent equipment: 67.55% - Heavy equipment: 14.54% - Lithium battery recycling division: 11.02% - Circular economy sector: 4.87% - Other businesses: 2.02% [1]

Core Viewpoint - Nengke Technology (603859) has a diverse project portfolio covering multiple industries, indicating a broad market presence and potential for growth [1] Group 1: Industry Coverage - The company has projects in heavy machinery, automotive, high-tech electronics, general machinery, and energy power sectors, showcasing its involvement in various key industries [1]

Core Viewpoint - The company, Lanshi Heavy Equipment, has clarified its limited involvement in the controlled nuclear fusion sector, stating that only microchannel heat exchangers and plate heat exchangers are applicable, contributing less than 0.1% to its revenue [1][2][3]. Group 1: Business Developments - Lanshi Heavy Equipment announced a significant order worth 581 million CNY in the nuclear energy sector, which does not pertain to controlled nuclear fusion [3][4]. - The contract with China Nuclear Engineering involves providing main process equipment for nuclear energy projects, with a construction period of approximately one year [4]. - The company has seen a continuous increase in nuclear energy orders, with a 32.16% year-on-year growth in new orders amounting to 306 million CNY in the first half of the year [4]. Group 2: Financial Performance - For the first three quarters of 2025, Lanshi Heavy Equipment reported a revenue of 4.746 billion CNY, reflecting a year-on-year increase of 26.93% [5]. - The net profit attributable to shareholders for the same period was 11.196 million CNY, showing a significant decline of 88.33% compared to the previous year [5]. - Research and development expenses increased by 65.67% year-on-year during the first three quarters of 2025 [5].

Group 1 - The core point of the article is that Tianqi Co., Ltd. held a temporary board meeting to discuss the appointment of a financial officer and reported its revenue composition for the first half of 2025 [1] - As of the report, Tianqi Co., Ltd. has a market capitalization of 6.6 billion yuan [1] - The revenue composition for Tianqi Co., Ltd. in the first half of 2025 is as follows: intelligent equipment accounts for 67.55%, heavy equipment accounts for 14.54%, lithium battery recycling division accounts for 11.02%, recycling industry accounts for 4.87%, and other businesses account for 2.02% [1] Group 2 - A notable transaction was reported where a well-known brand spent 170 million yuan to acquire 2,000 shares of a target company with a registered capital of only 10,000 Hong Kong dollars, raising questions about the necessity of the acquisition [1] - The Shanghai Stock Exchange expressed confusion regarding the rationale behind the acquisition due to the significant premium involved [1]

Group 1 - The core viewpoint of the news is that Riyue Co., Ltd. has seen a significant increase in its stock price, with a rise of 5.02% to 12.96 CNY per share, and a total market capitalization of 13.354 billion CNY [1] - Riyue Co., Ltd. is located in Ningbo, Zhejiang Province, and was established on December 13, 2007, with its listing date on December 28, 2016. The company specializes in the research, development, production, and sales of large heavy machinery castings [1] - The trading volume for Riyue shares reached 293 million CNY, with a turnover rate of 2.23% [1] Group 2 - The Xinjiang Qianhai United Fund has a significant holding in Riyue Co., Ltd., with its fund, Qianhai United Yonglong Mixed A (004128), reducing its stake by 148,400 shares in the second quarter, now holding 1.1874 million shares, which accounts for 6.97% of the fund's net value [2] - The fund has achieved a year-to-date return of 28.43%, ranking 1786 out of 8178 in its category, and a one-year return of 46.41%, ranking 2354 out of 7978 [2] - The fund manager, Zhang Lei, has been in position for 5 years and 91 days, with the fund's total asset size at 448 million CNY [3]