本报讯 （记者肖伟）1月23日，三一海洋重工有限公司（以下简称"三一海工"）2026全球客户峰会暨电 智新品发布会在广东珠海举行。多位港口与物流企业客户齐聚一堂，共同擘画集装箱装卸和散料装卸领 域绿色化、智能化发展新蓝图。 展望未来，三一海工将继续锚定全球化、数智化、低碳化战略，以技术创新和可靠的产品服务，与所有 合作伙伴并肩前行，共赢未来。 当日上午，嘉宾们走进三一珠海产业园，40台涵盖集装箱装卸与散料装卸两大工况的产品整齐列阵。在 设备展区，嘉宾们观看了高效精准的实景作业演示，还亲自试乘试驾，并与研发工程师现场交流，零距 离感受新一代电智产品的卓越性能。现场，三一海工展示了全球首台远控正面吊与无人平板的联合作业 演示。 （文章来源：证券日报） 三一海工研发负责人分别发布集装箱装卸和散料装卸综合解决方案，推出岸桥、场桥、水平运输设备、 正面吊、堆高机5类集装箱装卸产品线，以及门座起重机、装卸船机、高架吊、清仓机、抓料机、重叉6 类散料装卸产品线，以作业全流程电动化、智能化助力客户提升作业效率，实现清洁高效运营。 峰会上，三一集团有限公司董事、联席总裁伏卫忠致开幕辞。他强调，三一将持续推进"全球化、数智 化、 ...

Group 1 - The "Excavator Index" developed by SANY Heavy Industry based on the Root Internet Industrial Internet platform indicates a clear concentration of advantages among leading equipment categories, with truck cranes maintaining the highest operational activity for 12 consecutive months in 2025 [1] - Truck cranes are widely used in heavy infrastructure, energy projects, and large factory construction, reflecting the sustainability and intensity of major project construction [1] - Excavators and concrete mixers form the second tier, corresponding to core construction activities such as earthworks and concrete pouring, indicating steady progress in residential construction, municipal pipeline projects, and industrial park support [1] Group 2 - The operational rate of port equipment has increased for six consecutive months since July 2025, with provinces like Ningxia, Zhejiang, Shaanxi, and Guizhou leading the nation [1] - The data reflects the enhanced effectiveness of inland provinces in utilizing "dry ports" and the China-Europe Railway Express, while coastal ports benefit from route densification and smart upgrades, improving container and bulk cargo turnover efficiency [1] - The continuous growth in port equipment operational rates indicates the resilience of integrated domestic and foreign trade development, highlighting the role of ports as logistics hubs [1] Group 3 - Among specific equipment categories, the operational rates of stackers, truck cranes, rotary drilling rigs, concrete mixers, trailer pumps, and pump trucks have all seen year-on-year growth, indicating a more refined structure of infrastructure and industrial investment [2] - The increase in stacker operational rates reflects strong demand in e-commerce logistics and port freight, while the rise in concrete mixers, trailer pumps, and pump trucks indicates an accelerated construction pace for concrete pouring projects [2] - Overall, the growth in operational rates across different types of equipment demonstrates a broad coverage of investment-driven activities, showing steady improvement from large-scale infrastructure to detailed supporting projects [2] Group 4 - According to the "Excavator Index," the national construction machinery operational rate for 2025 is projected at 44.89%, with 18 provinces exceeding 50% [2] - The central region has maintained the highest construction machinery operational rate for seven consecutive months [2]

Group 1 - The "Excavator Index" developed by SANY Heavy Industry indicates a concentration of advantages among leading equipment categories in the construction machinery sector for 2025, with truck cranes maintaining the highest operational activity for 12 consecutive months [1] - Truck cranes are widely used in heavy infrastructure, energy projects, and large factory construction, reflecting the sustainability and intensity of major project construction [1] - Excavators and concrete mixers form the second tier of equipment, corresponding to core construction activities such as earthworks and concrete pouring, indicating steady progress in residential construction, municipal pipeline projects, and industrial park support [1] Group 2 - The operational rate of port equipment has increased for six consecutive months since July 2025, with provinces like Ningxia, Zhejiang, Shaanxi, and Guizhou leading the nation [3] - The data suggests that inland provinces are enhancing their "port-to-sea" capabilities through dry port construction and the China-Europe Railway Express, while coastal ports are improving efficiency through route optimization and smart upgrades [3] - The growth in port equipment operational rates reflects the resilience of integrated domestic and foreign trade development, with ports increasingly supporting logistics hubs [3] Group 3 - Among various equipment types, the operational rates of stackers, truck cranes, rotary drilling rigs, concrete mixers, trailer pumps, and pump trucks have all seen year-on-year increases [3] - The rise in stacker operational rates indicates strong demand in e-commerce logistics and port freight, while the increase in concrete mixers and pumps reflects an accelerated pace in concrete pouring projects [3] - Overall, the growth in operational rates across different equipment types demonstrates a broader coverage of investment-driven activities, showing steady improvement from large-scale infrastructure to detailed supporting projects [3] Group 4 - The national construction machinery operational rate for 2025 is projected to be 44.89%, with 18 provinces exceeding 50% [3] - The central region has led the nation in construction machinery operational rates for seven consecutive months [3]

Core Viewpoint - The introduction of AI technology, specifically the 360-degree panoramic imaging AI vehicle-person recognition system, significantly enhances safety and efficiency in port logistics operations involving heavy equipment like front lifts and stackers [1][3]. Group 1: Current Status and Safety Issues in Port Logistics - Ports are critical hubs for international logistics, where heavy equipment plays a vital role in operations, necessitating high safety standards [3]. - Human-vehicle accidents frequently occur due to limited visibility, operational complexity, and the high frequency of accidents, which adversely affect operational efficiency [3]. - The integration of AI and panoramic imaging technology is essential to inject new momentum into port operations [3]. Group 2: Working Principle of 360-Degree Panoramic Imaging AI Recognition Technology - The technology combines multiple high-definition cameras to create a real-time panoramic view, enhancing environmental awareness for operators [3]. - The system employs deep learning algorithms to accurately identify people, vehicles, and obstacles, providing timely alerts to improve response times and reduce blind spot accidents [4]. - An alert mechanism is in place to notify operators of potential dangers, effectively lowering the accident rate [4]. Group 3: Importance of Front Lifts and Stackers in Port Logistics - Front lifts are crucial for handling heavy cargo, requiring advanced imaging and intelligent warning systems due to their complex operational demands [6]. - Stackers are versatile in handling standard cargo and performing efficiently in complex terrains, significantly enhancing cargo handling efficiency at ports [6]. Group 4: Real-World Case Analysis - Many ports have begun implementing the 360-degree panoramic imaging AI recognition technology, achieving notable results [7]. - Accident rates have decreased by 40%, with a near elimination of accidents caused by driver blind spots [7]. - The introduction of the warning system has improved the scheduling efficiency of stackers and front lifts, reducing operational time by 25% [7]. Group 5: Future Outlook and Development Directions - The future of port operations is expected to trend towards greater intelligence, with interconnected equipment enhancing overall operational efficiency through data analysis [9]. - Enhanced safety measures will be achieved through more powerful recognition algorithms, sensors, and data processing capabilities [9]. - As technology matures, the demand for human operators may decrease, potentially leading to a shift towards unmanned operations for more economical operational models [9].

Core Viewpoint - The "Excavator Index" released by CCTV Finance indicates a robust momentum in infrastructure construction, with an increase in the average operating rate and workload of construction machinery in November, despite winter construction limitations [1][3]. Group 1: Operating Rates and Workloads - In November, the national average operating rate of construction machinery was 46.95%, an increase of 1.39 percentage points month-on-month, while the workload grew by 10.03%, marking a "double month-on-month growth" [3][23]. - A total of 19 provinces reported operating rates exceeding 50%, with the top ten provinces in operating rates being Anhui, Zhejiang, Hainan, Jiangxi, Beijing, Hebei, Liaoning, Henan, Shanxi, and Ningxia [3][23][26]. Group 2: Excavator Performance - The operating rate of excavators increased by 1.88 percentage points month-on-month, with a workload growth of 12.26%, leading among all types of equipment [8][28]. - The increase in excavator operating rates during the off-season indicates sustained enthusiasm for infrastructure construction [28]. Group 3: Port Equipment Performance - In November, the workload of port equipment saw a year-on-year increase of 10.16%, the highest among all equipment categories [11][30]. - Specific provinces such as Jiangsu, Guangxi, and Sichuan reported over 20% year-on-year growth in workloads for certain port equipment, while Hebei, Jiangxi, Hunan, and Shaanxi saw over 90% growth in workloads for stackers [11][30]. Group 4: Regional Performance - The central region achieved the highest comprehensive operating rate at 55.20%, with excavator operating rates at 63.29%, both leading nationally [14][32]. - The western region's comprehensive operating rate was 48.87%, with notable performance in lifting equipment and port equipment, indicating a strong economic and trade momentum [17][34]. - The eastern region maintained a steady growth trend with a comprehensive operating rate of 47.41%, and the concrete equipment operating rate was the highest among its category at 47.84% [36]. Group 5: Industry Trends - The article highlights a potential recovery in the construction machinery industry, with expectations of improved operating rates in February and a significant increase in exports [39].

Core Viewpoint - The article highlights the steady progress of infrastructure projects in China during the third quarter, with various types of construction equipment showing growth in operational hours, indicating a positive trend in fixed asset investment and economic changes [1][10]. Group 1: Equipment Performance - The average operating rate of construction machinery nationwide in the third quarter was 44.00%, with 19 provinces exceeding 50% [3]. - Among the equipment categories, lifting equipment had the highest average operating rate at 73.03%, indicating a concentration of infrastructure projects during this period [8]. - Five types of equipment, including stackers and pavers, achieved both year-on-year and quarter-on-quarter growth in operational hours [10]. Group 2: Regional Insights - The eastern region had an average operating rate of 44.70%, with Hebei's stacker work hours increasing by 214.47%, the highest in the category [18]. - The central region's average operating rate was 48.40%, with Jiangxi's stacker work volume surging by 106.45% [14]. - The western region benefited from the logistics boost from the New Land-Sea Corridor, achieving an average operating rate of 48.29%, with lifting equipment leading at 78.19% [16]. Group 3: Equipment Specifics - In the third quarter, stackers saw a total working hours increase of 29.13% year-on-year and 10.1% quarter-on-quarter [10]. - The operational rate for stackers in the northeastern region was 50.95%, the highest among all regions [12]. - The average operating rate for concrete mixing equipment in the eastern region was 46.49%, ranking first nationally [18].

Core Viewpoint - The latest data from the "CCTV Finance Excavator Index" indicates a steady progress in road construction and strong performance in port equipment, reflecting the resilience and vitality of foreign trade in August [1][10]. Group 1: National Construction Activity - In August, the average operating rate of construction machinery in the country was 43.42%, with ten provinces ranking in the top for operating rates, including Zhejiang, Hainan, and Jiangxi [3]. - Ten provinces experienced a month-on-month increase in workload, with half of these located in the western region, indicating sustained growth in infrastructure construction [6]. Group 2: Road Equipment Performance - The workload of road equipment in August increased by 4.06% year-on-year and 5.81% month-on-month, with specific increases in paver and roller machinery [8]. - Paver machinery saw a year-on-year increase of 1.41% and a month-on-month increase of 9.74%, while roller machinery's workload increased by 5.89% year-on-year and 3.34% month-on-month [8]. Group 3: Foreign Trade and Port Equipment - August marked the third consecutive month of growth in both exports and imports, with port equipment workload increasing by 18.33% year-on-year and 1.48% month-on-month [11]. - Specific equipment such as the reach stacker and container handler showed significant increases in workload, with the reach stacker up by 9.97% year-on-year and 2.21% month-on-month [11]. Group 4: Regional Insights - The central region's comprehensive operating rate was 48.12% in August, with excavator and pile driver equipment leading in operating rates nationally [14]. - The western region demonstrated a strong economic performance, with a comprehensive operating rate of 47.69% and leading rates in various equipment categories [17]. - The northeastern region's comprehensive operating rate was 46.40%, with road equipment operating rates reaching 61.55%, the highest among all regions [20].

Core Insights - The average operating rate of construction machinery in China for August is reported at 43.42%, indicating steady progress in road construction and active performance of road equipment [1] - A total of 17 provinces in China have an operating rate exceeding 50%, with Zhejiang leading the rankings [1] Group 1: Construction Machinery Performance - The top ten provinces by operating rate include Zhejiang, Hainan, Jiangxi, Fujian, Anhui, Qinghai, Ningxia, Liaoning, Guangdong, and Xinjiang [1] - The workload of road equipment has increased by 4.06% year-on-year and 5.81% month-on-month [1] Group 2: Foreign Trade and Port Equipment - Monthly exports and imports in foreign trade have shown growth for three consecutive months [1] - The workload of port equipment has increased by 18.33% year-on-year and 1.48% month-on-month [1] - Specific equipment performance includes a 9.97% year-on-year increase and a 2.21% month-on-month increase for gantry cranes, and a 28.68% year-on-year increase and a 0.72% month-on-month increase for stackers [1]

Core Viewpoint - The excavator serves as a standard for infrastructure construction and reflects changes in fixed asset investment, with the latest data from the "CCTV Finance Excavator Index" indicating stable progress in infrastructure projects across China, particularly in the western regions showing strong growth momentum [1][3]. Group 1: National Construction Rates - In July, the national construction rate for engineering machinery was 44.43%, with a month-on-month increase of 4.44% in total workload, indicating a gradual recovery in infrastructure projects [3]. - The top ten provinces by construction rate included Zhejiang (66.25%), Hainan, Anhui, Qinghai, Jiangxi, Beijing, Liaoning, Fujian, Hebei, and Gansu, with 20 provinces exceeding a 50% construction rate, showcasing balanced development across the country [2][3]. Group 2: Regional Performance - In July, 12 provinces experienced a month-on-month increase in workload, with the top five provinces being Guizhou, Qinghai, and Guangxi from the western region [6]. - The northeastern region had the highest comprehensive construction rate at 49.81%, with port and road equipment rates leading in their categories [12]. - The central region's comprehensive construction rate was 49.28%, with excavator and pile driver rates ranking first nationally [14]. - The western region's comprehensive construction rate was 49.10%, with lifting equipment leading at 78.11% [16]. Group 3: Equipment Performance - In July, the road equipment construction rate was 32.15%, with a month-on-month increase of 2.6% and a year-on-year increase of 20.09%, indicating strong activity in major road and bridge projects [8]. - Among 13 categories of equipment, five categories saw a month-on-month workload increase exceeding 10%, including rollers (18.35%), rotary drilling rigs (14.37%), and crawler cranes (13.16%) [10]. - The eastern region led in concrete equipment construction rates at 46.6%, with specific equipment like trailer pumps and concrete mixers also ranking first nationally [18]. Group 4: Significant Projects - In Tibet, the construction workload increased by 33.4% year-on-year in July, with continuous growth in various equipment categories since March 2025 [20].

Core Viewpoint - The excavator industry is a key indicator of infrastructure construction and fixed asset investment trends in the economy, with significant growth observed in sales and operational rates in the first quarter of the year [1][2]. Group 1: Sales and Operational Data - In Q1, a total of 61,372 excavators were sold, representing a year-on-year increase of 22.8%, with domestic sales at 36,562 units (up 38.3%) and exports at 24,810 units (up 5.49%) [1]. - The average operational rate of engineering machinery nationwide was 44.67%, an increase of 1.62% year-on-year, with 12 provinces exceeding a 50% operational rate [2]. - The lifting equipment category showed the highest performance with an average operational rate of 66.28% in Q1, indicating concentrated activity in infrastructure projects [3]. Group 2: Regional Performance - The central region led with an average operational rate of 48.24%, driven by policy incentives and major project investments, with lifting equipment operational rates at 70.49% [5]. - The eastern region's average operational rate was 44.70%, with significant growth in concrete equipment and notable increases in specific equipment types like stackers and pile drivers [7]. - The western region reported an operational rate of 43.39%, with several equipment types achieving the highest year-on-year growth rates, such as pump trucks and pavers [8]. Group 3: Equipment Performance - In Q1, port equipment like stackers and front lifts saw substantial growth, with stackers increasing by 28.65% and front lifts by 9.92% year-on-year, indicating a positive trend in foreign trade [4]. - Specific equipment in the central region, such as crawler cranes and excavators, showed remarkable growth rates of 111.02% and 15.23% respectively, leading their categories nationally [5]. - The eastern region's stackers and pile drivers also exhibited impressive growth, with increases of 176.35% and 114.47% respectively in March [7].