（编辑 袁冠琳） 证券日报网讯 1月6日，三一重工在互动平台回答投资者提问时表示，公司自2021年开始成立新能源技 术委员会，管理新能源技术发展规划、专利布局、前瞻技术研究以及新技术产业孵化等工作，各产品事 业部也成立了电动化经营与科研团队。此外，公司重视培育与引进专业电动化人才，覆盖电池、电控、 电驱、电子电气、控制算法和热管理等领域。公司全面推进工程车辆、装载机械、挖掘机械、起重机械 等产品的低碳化，聚焦纯电、混动和氢燃料三大技术路线，持续迭代新能源产品。2025年上半年，公司 持续提升新能源产品覆盖度，总计完成30多款新能源产品上市。 ...

Core Viewpoint - Sany Heavy Industry's stock price has shown a year-to-date increase of 31.15%, but has recently experienced fluctuations, including a 2.03% drop on December 29, 2023, with a market capitalization of 190.7 billion yuan [1]. Financial Performance - For the period from January to September 2025, Sany Heavy Industry reported a revenue of 65.741 billion yuan, reflecting a year-on-year growth of 13.56% [2]. - The net profit attributable to shareholders for the same period was 7.136 billion yuan, marking a significant year-on-year increase of 46.58% [2]. Shareholder Information - As of September 30, 2025, the number of shareholders for Sany Heavy Industry was 452,900, a decrease of 15% from the previous period [2]. - The average number of circulating shares per shareholder increased by 17.65% to 18,709 shares [2]. Dividend Distribution - Since its A-share listing, Sany Heavy Industry has distributed a total of 31.876 billion yuan in dividends, with 8.858 billion yuan distributed over the last three years [3]. Major Shareholders - As of September 30, 2025, Hong Kong Central Clearing Limited was the second-largest circulating shareholder, holding 1.091 billion shares, an increase of 91.071 million shares from the previous period [3]. - China Securities Finance Corporation remained the fourth-largest shareholder with 233 million shares, unchanged from the previous period [3].

Core Viewpoint - Sany Heavy Industry has shown a significant increase in stock performance and financial metrics, indicating strong operational growth and investor interest [1][2]. Group 1: Stock Performance - On December 26, Sany Heavy Industry's stock rose by 2.42%, with a trading volume of 1.511 billion yuan [1]. - The financing buy-in amount for Sany Heavy Industry on the same day was 116 million yuan, while the financing repayment was 141 million yuan, resulting in a net financing outflow of 24.75 million yuan [1]. - As of December 26, the total financing and securities lending balance for Sany Heavy Industry was 1.771 billion yuan [1]. Group 2: Financial Metrics - For the period from January to September 2025, Sany Heavy Industry achieved an operating revenue of 65.741 billion yuan, representing a year-on-year growth of 13.56% [2]. - The net profit attributable to shareholders for the same period was 7.136 billion yuan, reflecting a year-on-year increase of 46.58% [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Sany Heavy Industry was 452,900, a decrease of 15% compared to the previous period [2]. - The average number of circulating shares per shareholder increased by 17.65% to 18,709 shares [2]. - The company has distributed a total of 31.876 billion yuan in dividends since its A-share listing, with 8.858 billion yuan distributed in the last three years [3].

记者12月27日从省人社厅获悉，经业绩评审、技能评价和社会公示，来自江苏上上电缆集团有限公 司的李斌等24人被评为江苏2025年首席技师。 江苏上上电缆集团有限公司总工程师李斌从事电线电缆产品研发及生产30余年，在工艺技术、材料 研究、产品开发及生产等方面积累了丰富经验，此次获评首席技师前已拥有研究员级高级工程师头 衔，"研究员级高级工程师的职称评价偏重理论，首席技师更能体现一个人的技术攻关和技术创新能 力。"李斌说，电线电缆工艺性强、技能要求高，公司建立了严格的技能薪酬激励制度，好的技术人员 月薪甚至高过中层管理人员。 今年38岁的徐州徐工挖掘机械有限公司加工中心操作工马陆是此次获评首席技师中最年轻的一位。 深耕数控机床精密加工多年的马陆在智能自适应技术领域拥有独创技术并获国家发明专利2项，开发应 用的智能监测分析、视觉测量、自适应控制等智造技术处于行业领先水平，累计为企业创造收益3500余 万元，拥有全国技术能手、江苏工匠等多项荣誉，其徒弟还获得过全国智能制造大赛冠军。 我国于2022年开始建立并推行由学徒工、初级工、中级工、高级工、技师、高级技师、特级技师、 首席技师构成的"新八级工"职业技能等级制度， ...

Core Viewpoint - The "15th Five-Year Plan" period is crucial for Changsha to achieve basic socialist modernization, emphasizing high-quality development and the integration of various strategic initiatives to enhance economic and social growth. Group 1: Achievements During the "14th Five-Year Plan" - Significant achievements were made during the "14th Five-Year Plan" period, including the elevation of Changsha to a megacity status and the establishment of the Chang-Zhu-Tan urban agglomeration as the first national-level urban agglomeration in Central China [2][3] - The city has accelerated the construction of a modern industrial system, improved advanced manufacturing quality, and enhanced innovation capabilities, ranking among the top in the nation [2][3] - Changsha has been recognized as one of the happiest cities in China for 18 consecutive years, reflecting the continuous improvement in residents' well-being [2] Group 2: Development Environment and Challenges - The "15th Five-Year Plan" period is characterized by both strategic opportunities and risks, with increasing uncertainties in the international and domestic landscape [4] - The city is positioned to strengthen its role as a core city in the province, with the upcoming 16th National Games providing a significant opportunity for long-term development [4] - Challenges include the need for faster development of emerging industries, strengthening technological innovation, and addressing resource constraints [4] Group 3: Guiding Principles and Goals - The guiding principles for the "15th Five-Year Plan" include upholding the leadership of the Communist Party, prioritizing people-centered development, and promoting high-quality growth [6][7][8] - The main goals include achieving better high-quality development outcomes, enhancing the construction of the "three high grounds," and promoting the integration of Chang-Zhu-Tan [11][12] Group 4: Economic and Industrial Development - The focus will be on building a modern industrial system centered on advanced manufacturing, with an emphasis on enhancing the value-added of manufacturing and fostering new industries [15][16] - The city aims to strengthen its competitive edge in key industries such as engineering machinery, automotive, and new materials, while also promoting the development of new energy vehicles [15][16] - Efforts will be made to upgrade traditional industries and enhance the quality of modern service industries, including logistics and creative services [17][30] Group 5: Technological Innovation and Talent Development - The plan emphasizes the establishment of a high-level innovation platform and the enhancement of independent innovation capabilities, aiming to build Changsha into a global research and development center [18][19] - There will be a focus on integrating education, technology, and talent development to foster a conducive environment for innovation [20] Group 6: Urban Development and Infrastructure - The strategy includes optimizing urban spatial layout and enhancing urban infrastructure to support comprehensive urban development [31][33] - The city will implement major infrastructure projects to improve connectivity and enhance the overall urban environment [33] Group 7: Rural Development and Agricultural Modernization - The plan prioritizes agricultural modernization and rural development, aiming to improve living conditions in rural areas and ensure food security [37][38] - Efforts will be made to promote sustainable agricultural practices and enhance the quality of rural life [37][38] Group 8: Cultural Development and Social Welfare - The cultural strategy focuses on promoting socialist core values and enhancing cultural heritage, aiming to create a vibrant cultural environment [40][41] - The plan aims to improve the quality of life for residents through better employment opportunities, education, and social services [44][45]

Core Viewpoint - SANY Heavy Industry has shown a significant increase in stock price and financial performance, indicating strong market interest and operational growth. Group 1: Stock Performance - On December 26, SANY Heavy Industry's stock rose by 2.03%, reaching 21.09 CNY per share, with a trading volume of 308 million CNY and a turnover rate of 0.17%, resulting in a total market capitalization of 193.92 billion CNY [1] - Year-to-date, the stock price has increased by 33.36%, with a slight decline of 0.71% over the last five trading days, a 3.79% increase over the last 20 days, and a 3.44% decline over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, SANY Heavy Industry reported a revenue of 65.74 billion CNY, representing a year-on-year growth of 13.56%, and a net profit attributable to shareholders of 7.14 billion CNY, which is a 46.58% increase compared to the previous year [2] - The company has distributed a total of 31.88 billion CNY in dividends since its A-share listing, with 8.86 billion CNY distributed in the last three years [3] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for SANY Heavy Industry was 452,900, a decrease of 15.00% from the previous period, while the average number of circulating shares per person increased by 17.65% to 18,709 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 1.09 billion shares, an increase of 91.07 million shares from the previous period [3]

Core Viewpoint - Sany Heavy Industry's stock has experienced fluctuations, with a recent decline of 2.01% and a year-to-date increase of 29.44%, indicating volatility in investor sentiment and market performance [1]. Financial Performance - For the period from January to September 2025, Sany Heavy Industry reported a revenue of 65.741 billion yuan, representing a year-on-year growth of 13.56% [2]. - The net profit attributable to shareholders for the same period was 7.136 billion yuan, showing a significant year-on-year increase of 46.58% [2]. Shareholder Information - As of September 30, 2025, the number of shareholders for Sany Heavy Industry was 452,900, a decrease of 15.00% from the previous period [2]. - The average number of circulating shares per shareholder increased by 17.65% to 18,709 shares [2]. Dividend Distribution - Since its A-share listing, Sany Heavy Industry has distributed a total of 31.876 billion yuan in dividends, with 8.858 billion yuan distributed over the last three years [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the second-largest circulating shareholder, holding 1.091 billion shares, an increase of 91.071 million shares from the previous period [3]. - China Securities Finance Corporation remained the fourth-largest shareholder with 233 million shares, unchanged from the previous period [3]. - Several ETFs, including Huaxia SSE 50 ETF and Huatai-PB CSI 300 ETF, have seen reductions in their holdings, indicating potential shifts in institutional investment strategies [3].

Core Insights - The 2025 Hunan Private Enterprises Top 100 list has been officially released, marking the fifth edition of this ranking, showcasing the stable development and growth of the listed companies over the past year [2] - The overall scale of the top 100 private enterprises has reached new heights, with significant increases in total revenue and total assets compared to the previous year [2] - Manufacturing companies dominate the list, with 50 out of 100 firms, highlighting new materials, new energy, and high-end equipment manufacturing as key growth areas [2] Company Rankings - The top three companies are SANY Group, BYD Auto, and Lens Technology, with SANY Group leading the list with an annual revenue of approximately 124.23 billion yuan [7][8] - BYD Auto ranks second, recognized for its comprehensive layout in the new energy vehicle sector, serving as a model for the transformation of Hunan's automotive industry [7] - Lens Technology, ranked third, has achieved vertical integration capabilities from raw material production to final assembly, establishing long-term strategic partnerships with leading global consumer electronics and smart automotive brands [7] Industry Characteristics - The listed companies are primarily headquartered in cities such as Changsha, Loudi, Zhuzhou, and Hengyang, forming a collaborative development pattern centered around provincial capitals [2] - The manufacturing sector is characterized by high R&D investment, high added value, and high growth potential, representing the future direction of industrial development in Hunan [2] - The top 10 companies include diverse sectors such as high-tech materials, digital smart devices, and supply chain management, indicating a broad spectrum of industry representation [4][6]

Core Viewpoint - Sany Heavy Industry has successfully expanded its overseas business, achieving significant growth in sales and maintaining a leading position in the global market for its main products [1] Group 1: Overseas Business Performance - The company has established a presence in over 150 countries and regions worldwide, divided into four main markets: Asia-Pacific, Europe, Americas, and Africa [1] - In the first half of 2025, the company reported overseas sales revenue of 26.302 billion yuan, an increase of 11.72% year-on-year, with overseas revenue accounting for 60.26% of total main business revenue [1] - Revenue breakdown by region includes: - Asia-Pacific: 11.455 billion yuan, up 16.3% - Europe: 6.152 billion yuan, up 0.66% - Americas: 5.065 billion yuan, up 1.36% - Africa: 3.630 billion yuan, up 40.48% [1] Group 2: Product Leadership and Profitability - The company maintains a leading market share in excavators globally, while its concrete machinery remains the number one brand worldwide [1] - The gross profit margin for overseas main business increased to 31.18% in the first half of 2025, up 1.04 percentage points from the same period last year, attributed to price adjustments, structural optimization, and cost reduction measures [1]

Core Viewpoint - Zoomlion Heavy Industry Science and Technology Co., Ltd. has announced the completion of its fundraising projects and plans to permanently supplement its working capital with the remaining funds from these projects, totaling approximately 223.92 million yuan [1] Group 1: Fundraising Projects - The company has completed several fundraising projects, including the "Excavation Machinery Intelligent Manufacturing Project," "Key Components Intelligent Manufacturing Project," and "Concrete Mixer Product Intelligent Manufacturing Upgrade Project" [1] - The remaining funds from these projects, including interest income, amount to 223,917,397.64 yuan [1] Group 2: Financial Management - The company intends to use the surplus funds to permanently supplement its working capital [1] - Following the transfer of funds, the company will promptly cancel the dedicated fundraising accounts related to these projects [1]