液压支架这波操作太硬核了！靠乳化液驱动，能扛起12000千牛的重量——相当于306头大象的体重，稳 稳顶住岩层不塌陷，给矿工满满的安全感！更绝的是，它还和采煤机、刮板输送机组成地下"黄金搭 档"(地下TF boys升级版)，三位一体协同作业，采煤效率直接拉满！ ...

转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院煤矿机械研究小组发布的《中国煤矿机械行业市场前瞻与投资战 略规划分析报告》。 行业主要上市公司：天地科技(600582);中创智领(601717);三一国际(00631.HK);林州重机(002535)等 本文核心内容：煤矿机械行业产业链;煤矿机械行业全景图谱 煤矿机械行业产业链全景梳理 从煤矿机械行业产业链上下游来看，煤矿机械行业上游主要包括原材料及零部件，其中金属材料包括钢 材、板材、管材、棒材等，零部件主要包括液压部件、轴承部件、电子元件以及其他部件等;煤矿机械 的中游主要是煤炭综合采掘设备制造，包括掘进机、采煤机、刮板输送机、液压支架制造等;下游应用 领域主要为煤炭行业，进一步用于火电、钢铁、化工、建材等领域。 在上游领域，我国煤矿机械原材料供应商包括本钢板材、新钢股份、五矿发展等，液压部件供应商包括 恒立液压、长岭液压等;在中游领域，我国煤矿机械生产商包括郑煤机、中煤装备公司、天地科技、三 一重工等;下游主要为煤炭企业，包括中煤能源、大唐发电、靖远煤电、山西焦煤等。 从产业链区域分布来看，目前辽宁省、山西省、北京市的煤矿机械产业链布局较全，涉及 ...

Core Insights - The coal mining machinery industry in China is experiencing significant mergers and acquisitions aimed at enhancing technological collaboration and extending industrial chains, with a focus on transitioning towards intelligent and high-end solutions [2][4]. Financing and Mergers - Listed companies in the coal mining machinery sector primarily utilize targeted issuance for financing, mainly for acquiring equity stakes and supplementing working capital [2]. - Major mergers and acquisitions include: - Taiyuan Heavy Industry's acquisition of 67% of Taiyuan Heavy Equipment for 300 million yuan, enhancing its capabilities in the long-distance continuous conveying equipment sector [3]. - Zhengzhou Coal Mining Machinery's acquisition of the remaining 14.47% of Zhengzhou Hengda Intelligent Control Technology for 1.049 billion yuan, increasing its stake to 99.49% and strengthening its position in intelligent mining [3]. - Tongbao Energy's acquisition of 55% of Langde Jinyan for 65.22 million yuan, marking its entry into the hydraulic support components market [3]. - Tian Di Technology's acquisition of two research institutes for 5.359 billion yuan, enhancing its capabilities in coal safety technology and intelligent equipment [4]. Hydraulic Supports - Hydraulic supports are critical equipment in coal mining, significantly improving mining efficiency and ensuring worker safety [5]. - Various types of hydraulic supports exist, categorized by their support methods, mining layer characteristics, and manufacturing standards [7]. - The demand for hydraulic supports is projected to reach approximately 109,400 units by 2030, with an annual compound growth rate of about 4.0% [5].

特别提示： 1、本次股东会未出现否决议案的情形。 2、本次股东会不涉及变更以往股东会已通过的决议。 3、本次股东会审议的议案对中小投资者实行单独计票。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002535 证券简称：林州重机 公告编号：2025-0083 林州重机集团股份有限公司 2025年第三次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、会议召开和出席情况 1、会议的召开时间 （1）现场会议召开时间为：2025年12月24日（星期五）下午15:00。 （2）网络投票时间为：2025年12月24日，其中，通过深圳证券交易所交易系统进行网络投票的具体时 间为：2025年12月24日上午9：15-9：25,9：30一11：30，下午13：00一15：00；通过深圳证券交易所 互联网投票系统投票的具体时间为：2025年12月24日上午9：15至15：00期间的任意时间。 （3）股权登记日：2025年12月15日（星期一）。 2、现场会议召开地点：河南省林州市产业集聚区凤宝大道与陵阳大道交叉口林州重机集团股份有限公 司办 ...

12月21日，中创智领（601717/00564）发布公告，董事长焦承尧、副总经理付奇和张海斌因个人资金需 求，计划在2026年1月14日至4月13日期间通过集中竞价方式减持股份，减持数量分别为不超过106万 股、16万股和21万股。 中创智领的主营业务是生产销售以液压支架、刮板机为主的煤矿综采设备，生产销售汽车零部件。公司 的主要产品是液压支架及其他煤机设备产品及物料、汽车动力系统零部件、底盘系统零部件、起动机及 发电机、新能源驱动电机零部件。 7月9日，公司发布公告，A股证券简称于7月15日由"郑煤机"变更为"中创智领"，证券代码"601717"保持 不变。 公司在公告中指出，随着战略转型及业务结构的变化，目前已拥有煤矿机械、汽车零部件、工业智能等 多元业务，其中汽车零部件和工业智能业务收入占比超过50%。新证券简称"中创智领"寓意"中国创 造、智能引领"，符合公司的发展战略和行业定位。 11月10日，公司发布公告，宣布公司英文名称由"ZMJ Group Company Limited"变更为"ZCZL Industrial Technology Group Company Limited"，中文名称保持 ...

Investment Rating - The investment rating for Tianma Zhikong (688570) is "Buy" [1] Core Views - The strategic investment in the joint venture "Kegong Chengtai Company" aims to enhance long-term high-quality development through collaboration and resource complementarity, focusing on the development of intelligent mining equipment [2][3] - The partnership is expected to significantly expand market space by leveraging synergies between Tianma Zhikong's core products and Kegong Chengtai's focus on high-end hydraulic supports [2] - The joint venture will also facilitate technological innovation and address existing bottlenecks in key technology areas, enhancing Tianma Zhikong's competitive edge in the intelligent mining sector [2][3] Financial Summary - Total revenue for 2023 is projected at 2,206 million, with a year-on-year growth of 12.1%. However, a decline of 15.7% is expected in 2024, followed by a significant drop of 45.5% in 2025 [4] - Net profit attributable to the parent company is forecasted to be 425 million in 2023, decreasing to 340 million in 2024, and further to 107 million in 2025, reflecting a year-on-year decline of 20.0% and 68.4% respectively [4] - The gross margin is expected to decrease from 45.1% in 2023 to 36.3% in 2025, indicating potential pressure on profitability [4] - The company maintains a solid financial position with cash reserves of 2.33 billion as of September 2025, allowing for strategic investments without impacting short-term dividend capabilities [6] - Earnings per share (EPS) is projected to decline from 0.98 in 2023 to 0.25 in 2025, with a gradual recovery expected thereafter [4][6] Strategic Initiatives - The investment in Kegong Chengtai Company is seen as a key move to optimize capital allocation and tap into the intelligent mining equipment sector, potentially leading to stable returns and growth in core business areas [6] - The company is positioned to benefit from the ongoing transformation and high-quality development of the coal industry, with significant opportunities in intelligent mining solutions driven by national policies and market demand [6]

Industry Overview - The coal mining machinery industry includes equipment used for mining processes such as excavation, support, transportation, and washing [1][4] - Coal mining is categorized into surface mining and underground mining, with specific machinery designed for each type [1] - Key equipment includes tunneling machines, coal cutters, scraper conveyors, and hydraulic supports, collectively known as "three machines and one frame" [1][3] Industry Chain Analysis - The upstream of the coal mining machinery industry consists of raw materials and components, including metals like steel and various hydraulic and electronic parts [4][6] - The midstream involves the manufacturing of comprehensive coal mining equipment, while the downstream primarily serves the coal industry and related sectors such as power generation and construction [4][6] Industry Development History - The development of mechanized coal mining in China can be divided into four stages: exploration (1970-1990), rapid development (1990-2000), breakthrough (2000-2020), and digital intelligence (2020-present) [10][12] Industry Policy Background - Recent government policies aim to enhance safety and intelligence in coal mining production, providing guidance for the development of the coal mining machinery industry [13][15] Current Industry Status - As of 2023, there are 1,887 large-scale mining machinery enterprises in China, with projections indicating an increase to approximately 1,987 by 2024 [16] - The coal mining machinery market is entering a mature phase, with the top 50 companies dominating the majority of market share [18] Competitive Landscape - The leading companies in the coal mining machinery sector include Tiandi Technology and Zhengzhou Coal Mining Machinery, with revenues exceeding 15 billion yuan [19][24] - Market share for Tiandi Technology is projected at 15.3% in 2024, while Zhengzhou Coal Mining Machinery is at 13.5% [24] Future Development Trends - The coal mining machinery industry is undergoing a transformation driven by policies and technology, focusing on smart upgrades and green transitions [27] - Despite a declining trend in coal energy consumption, the total coal consumption continues to rise, providing stable support for the coal mining machinery market [30] - The market is expected to grow at a compound annual growth rate of 5.3% from 2025 to 2030, reaching approximately 176.7 billion yuan by 2030 [30]

本报（chinatimes.net.cn）记者李佳佳 李未来 北京报道 11月27日，兖矿能源集团股份有限公司（下称"兖矿能源"，600188.SH）宣布公司全资附属公司兖矿东 华重工有限公司（"东华重工"）拟收购山东能源集团重型装备制造（集团）有限公司（"山能装备"）持 有的山东能源装备集团高端支架制造有限公司（"高端支架公司"）100%股权。 据透露，本次的交易价格为34,484.74万元，东华重工将于交割日将转让价款以现金形式一次性支付至转 让方山能装备指定的银行账户。 记者了解到，标的公司今年业绩下滑，前三季度净利润仅27.12万元，为进一步了解高端支架公司经营 情况，《华夏时报》记者致电兖矿能源董秘办，工作人员向记者透露，2025年应该是特殊情况，未来不 会这么差。 标的公司成立不足三年 资料显示，高端支架公司成立于2022年12月，注册资本3亿元，为山能装备全资子公司。 根据评估报告，高端支架公司股东全部权益账面价值为30,209.36万元，采用资产基础法评估值为 34,484.74万元，评估增值4275.39万元，增值率14.15%。 之所以采取资产基础法进行评估，兖矿能源公告中披露了三方面原因 ...

Core Viewpoint - Yanzhou Coal Mining Company plans to acquire 100% equity of Shandong Energy Equipment Group High-end Support Manufacturing Co., Ltd. for 345 million yuan, which is an associated transaction with its controlling shareholder, Shandong Energy Group [1][2] Group 1: Transaction Details - The acquisition price for the high-end support company is 345 million yuan [1] - The high-end support company was established in 2022 and specializes in manufacturing mining machinery and various equipment [1] - The high-end support company reported revenues of 551 million yuan and 544 million yuan for 2024 and January to September 2025, respectively, with net profits of 13.36 million yuan and 271,200 yuan [1] Group 2: Strategic Implications - The transaction aims to eliminate competition between Yanzhou Coal and the high-end support company, enhancing the integration of the equipment manufacturing sector [2] - It is expected to accelerate the intelligent construction of coal mines, supporting safe and efficient mining operations [2] - The acquisition will reduce related party transactions and lower procurement costs, maximizing overall efficiency [2]

央视网消息：目前，我国北方地区已进入供暖季。随着季节性用能高峰到来，能源安全稳定供应是否有保障？ 记者从中国煤炭工业协会了解到，10月份，规上工业原煤产量4.1亿吨，日均产量1312万吨。1—10月份，规上工业原煤产量39.7亿 吨，同比增长1.5%。煤炭作为能源"压舱石"，其稳定供应为全国能源安全提供了有力支撑。 中国煤炭工业协会新闻发言人 张宏：全国煤炭市场供需形势总体呈现国内产量增加、进口煤下降，需求拉动偏弱，市场供应相对宽松 态势；煤炭产运需企业要根据气候变化情况，及时做好煤炭供需衔接，确保电煤稳定供应、确保居民供暖用煤需要。 煤炭企业加紧生产 优质产能持续释放 迎峰度冬关键时期，全国煤炭企业正多措并举，全力保障煤炭稳定供应。 在内蒙古锡林郭勒盟，这家煤业公司的全自动装车系统正高效运转，将管道中的原煤精准快速地装入列车。一列满载3600吨煤炭的火 车随即启程，发往全国多个地区，为当地能源供应提供支撑。企业负责人表示，每日原煤产量可达7.5万吨，外运装车日运量在18列火 车满载6万吨电煤，最大煤炭库存量一度突破35万吨，在冬季极端天气下仍可满足连续7天的外运需求，全力保证冬季煤炭稳定供应。 在黑龙江龙煤 ...