以下文章来源于日立建机 ，作者日立建机 日立建机 . 日立建机销售(中国)有限公司成立于2022年08月17日，地点位于中国(上海)自由贸易试验区。 日立建机株式会社（执行董事社长：先崎正文，以下简称"日立建机"）近日与资源巨头力拓集团旗 下负责技术开发的子公司 Technological Resources Pty Limited （总部位于澳大利亚墨尔本，以下简称" Technological Resources 公司"）签署了关于超大型液压挖掘机远程操控技术开发相关的合作备忘录。根 据该备忘录，日立建机与力拓集团将在未来 5 年内，就超大型液压挖掘机的驾驶辅助、远程操控、挖掘 装载作业的半自动化驾驶等技术展开合作，共同开发下一代矿山运营的相关技术。 在需要 365 天 24 小时稳定运营的矿山现场，安全性和生产效率的提升是最重要的课题。为此，超 大型液压挖掘机远程操控技术的引入将成为解决这些课题的重要一步。 在此次合作中，日立建机将负责远程操控技术的开发，力拓集团将在西澳大利亚州皮尔巴拉地区的 矿山现场，使用搭载这些技术的超大型液压挖掘机进行挖掘作业，并提供运行数据和反馈。半自动化驾 驶功能中，操作员只 ...

Investment Rating - The investment rating for the company is "Buy" [3] Core Views - The company plans to acquire 51% of Xuzhou Xugong Heavy Vehicles for 820 million RMB, aiming to become a global leader in open-pit mining machinery [1] - The acquisition will enhance the company's competitive advantage in mining machinery by integrating a complete range of products, providing a one-stop service for global mining customers [1] - The company has been ranked among the top five global manufacturers of open-pit mining equipment for six consecutive years, achieving a revenue of 5.9 billion RMB in 2023 with a CAGR of 44% from 2019 to 2023 [2] - The company has secured significant international contracts, including a nearly 800 million RMB contract for core mining equipment for the Simfer project in Guinea [2] - The company expects revenue growth from 2024 to 2026, with projected revenues of 909 billion, 1,047 billion, and 1,279 billion RMB, respectively [3] Summary by Sections Acquisition Details - The company announced an acquisition of 51% of Xuzhou Xugong Heavy Vehicles for 820 million RMB, which will be consolidated into its financial statements [1][10] - The seller, Xugong Nanjing, is a wholly-owned subsidiary of Xugong Group, focusing on vehicle design, production, and sales [1] Performance Commitments - Xugong Nanjing has committed to a net profit of no less than 1.44 billion, 1.61 billion, and 1.81 billion RMB for the years 2025 to 2027, totaling at least 4.86 billion RMB [2][10] Market Position and Growth - The company ranked fourth among global open-pit mining equipment manufacturers in 2024, being the only Chinese company in the top five [2] - The mining machinery revenue accounted for 7.1% of total revenue in the first half of 2024, with a gross margin of 24% [2] Revenue and Profit Forecast - The company forecasts revenues of 909 billion, 1,047 billion, and 1,279 billion RMB for 2024, 2025, and 2026, respectively, with year-on-year growth rates of -2%, 15%, and 22% [3] - The projected net profit for the same years is 62 billion, 78 billion, and 97 billion RMB, with growth rates of 16%, 26%, and 25% [3]