从基金十大重仓股角度 10月17日，徐工机械跌5.02%，截至发稿，报11.16元/股，成交9.34亿元，换手率0.89%，总市值1311.63 亿元。 资料显示，徐工集团工程机械股份有限公司位于江苏省徐州经济技术开发区驮蓝山路26号，成立日期 1993年12月15日，上市日期1996年8月28日，公司主营业务涉及从事起重机械、铲运机械、压实机械、 路面机械、桩工机械、消防机械、高空作业机械和其他工程机械及备件的研发、制造、销售和服务工 作。主营业务收入构成为：土方机械31.05%，其他工程机械、备件及其他28.09%，起重机械19.11%， 矿业机械8.64%，高空作业机械8.34%，桩工机械4.77%。 国泰君安高端装备混合发起A（017933）基金经理为李煜。 截至发稿，李煜累计任职时间2年232天，现任基金资产总规模1255.52万元，任职期间最佳基金回 报-5.36%， 任职期间最差基金回报-6.35%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑 ...

9月30日，徐工机械涨5%，截至发稿，报11.55元/股，成交9.73亿元，换手率0.93%，总市值1357.47亿 元。 资料显示，徐工集团工程机械股份有限公司位于江苏省徐州经济技术开发区驮蓝山路26号，成立日期 1993年12月15日，上市日期1996年8月28日，公司主营业务涉及从事起重机械、铲运机械、压实机械、 路面机械、桩工机械、消防机械、高空作业机械和其他工程机械及备件的研发、制造、销售和服务工 作。主营业务收入构成为：土方机械31.05%，其他工程机械、备件及其他28.09%，起重机械19.11%， 矿业机械8.64%，高空作业机械8.34%，桩工机械4.77%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，国泰海通资管旗下1只基金重仓徐工机械。国泰君安高端装备混合发起A（017933）二季度 增持1.03万股，持有股数10.37万股，占基金净值比例为6.42%，位居第一大重仓股。根据测算，今日浮 盈赚 ...

Group 1 - XuGong Machinery's stock increased by 5.05% to 11.03 CNY per share, with a trading volume of 760 million CNY and a turnover rate of 0.76%, resulting in a total market capitalization of 129.635 billion CNY [1] - XuGong Group Engineering Machinery Co., Ltd. was established on December 15, 1993, and listed on August 28, 1996. The company specializes in the research, manufacturing, sales, and service of various types of construction machinery and parts [1] - The main business revenue composition includes: earthmoving machinery 31.05%, other construction machinery and parts 28.09%, lifting machinery 19.11%, mining machinery 8.64%, aerial work machinery 8.34%, and pile machinery 4.77% [1] Group 2 - Guohai Franklin Fund has one fund heavily invested in XuGong Machinery, specifically the Guofu Balanced Pension Three-Year Mixed (FOF) A (008625), which held 100 shares in the second quarter, unchanged from the previous period, making it the second-largest holding [2] - The Guofu Balanced Pension Three-Year Mixed (FOF) A (008625) was established on June 3, 2020, with a latest scale of 205 million CNY. Year-to-date return is 12.71%, ranking 575 out of 1047 in its category; the one-year return is 27.91%, ranking 425 out of 1013; and since inception, the return is 29.05% [2] - The fund managers, Wu Xian and Zhao Xingyu, have different tenures and performance metrics, with Wu Xian having a tenure of 5 years and 120 days and a best return of 29.05%, while Zhao Xingyu has a tenure of 68 days with a best return of 1.68% [2]

9月29日，徐工机械涨5.05%，截至发稿，报11.03元/股，成交7.64亿元，换手率0.76%，总市值1296.35 亿元。 资料显示，徐工集团工程机械股份有限公司位于江苏省徐州经济技术开发区驮蓝山路26号，成立日期 1993年12月15日，上市日期1996年8月28日，公司主营业务涉及从事起重机械、铲运机械、压实机械、 路面机械、桩工机械、消防机械、高空作业机械和其他工程机械及备件的研发、制造、销售和服务工 作。主营业务收入构成为：土方机械31.05%，其他工程机械、备件及其他28.09%，起重机械19.11%， 矿业机械8.64%，高空作业机械8.34%，桩工机械4.77%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从基金十大重仓股角度 责任编辑：小浪快报 国泰君安高端装备混合发起A（017933）基金经理为李煜。 截至发稿，李煜累计任职时间2年214天，现任基金资产总规模1255.52万元，任职期间最佳基金回 报-4.95%， 任职期间最差基金回报-5. ...

Core Viewpoint - XuGong Machinery has shown significant stock performance with a year-to-date increase of 38.10% and a market capitalization of 125.87 billion yuan as of September 29 [1][2]. Financial Performance - For the first half of 2025, XuGong Machinery achieved operating revenue of 54.81 billion yuan, representing a year-on-year growth of 10.43%, and a net profit attributable to shareholders of 4.36 billion yuan, up 17.61% year-on-year [2]. - The company has distributed a total of 12.44 billion yuan in dividends since its A-share listing, with 5.96 billion yuan distributed in the last three years [3]. Stock Market Activity - As of September 29, the stock price of XuGong Machinery was 10.71 yuan per share, with a trading volume of 368 million yuan and a turnover rate of 0.37% [1]. - The stock has seen a net inflow of 50.69 million yuan from main funds, with significant buying activity from large orders [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 22.00% to 132,800, while the average number of circulating shares per person decreased by 18.27% to 60,981 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited and China Securities Finance Corporation, with notable increases in holdings [3].

9月26日，徐工机械盘中上涨2.03%，截至10:09，报10.57元/股，成交5.71亿元，换手率0.59%，总市值 1242.29亿元。 资金流向方面，主力资金净流入1357.89万元，特大单买入7432.45万元，占比13.02%，卖出7946.28万 元，占比13.92%；大单买入1.77亿元，占比30.96%，卖出1.58亿元，占比27.69%。 徐工机械今年以来股价涨36.30%，近5个交易日涨0.48%，近20日涨10.56%，近60日涨33.88%。 徐工机械所属申万行业为：机械设备-工程机械-工程机械整机。所属概念板块包括：出海概念、增持回 购、工业4.0、MSCI中国、大盘等。 截至6月30日，徐工机械股东户数13.28万，较上期增加22.00%；人均流通股60981股，较上期减少 18.27%。2025年1月-6月，徐工机械实现营业收入548.08亿元，同比增长10.43%；归母净利润43.58亿 元，同比增长17.61%。 分红方面，徐工机械A股上市后累计派现124.45亿元。近三年，累计派现59.55亿元。 机构持仓方面，截止2025年6月30日，徐工机械十大流通股东中，香港中央结算 ...

Core Viewpoint - XuGong Machinery's stock has shown significant growth this year, with a year-to-date increase of 32.82% and a recent uptick of 5.53% over the past five trading days, indicating strong market performance and investor interest [1][2]. Company Overview - XuGong Machinery, established on December 15, 1993, and listed on August 28, 1996, is located in Xuzhou Economic and Technological Development Zone, Jiangsu Province. The company specializes in the research, manufacturing, sales, and service of various types of construction machinery and parts [1]. - The main business revenue composition includes: earthmoving machinery (31.05%), other construction machinery, parts, and others (28.09%), lifting machinery (19.11%), mining machinery (8.64%), aerial work machinery (8.34%), and piling machinery (4.77%) [1]. Financial Performance - For the first half of 2025, XuGong Machinery achieved operating revenue of 54.808 billion yuan, representing a year-on-year growth of 10.43%. The net profit attributable to shareholders was 4.358 billion yuan, reflecting a year-on-year increase of 17.61% [2]. - Since its A-share listing, the company has distributed a total of 12.445 billion yuan in dividends, with 5.955 billion yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for XuGong Machinery reached 132,800, an increase of 22% compared to the previous period. The average number of circulating shares per shareholder decreased by 18.27% to 60,981 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 534 million shares, an increase of 14.7675 million shares from the previous period [3].

Core Viewpoint - XuGong Machinery has shown a significant increase in stock price and trading volume, indicating strong market interest and potential growth in the engineering machinery sector [1][2]. Company Overview - XuGong Machinery, established on December 15, 1993, and listed on August 28, 1996, is located in Xuzhou Economic and Technological Development Zone, Jiangsu Province. The company specializes in the research, manufacturing, sales, and service of various types of construction machinery and parts [1]. - The main business revenue composition includes: earthmoving machinery (31.05%), other engineering machinery, parts, and others (28.09%), lifting machinery (19.11%), mining machinery (8.64%), aerial work machinery (8.34%), and piling machinery (4.77%) [1]. Financial Performance - For the first half of 2025, XuGong Machinery achieved operating revenue of 54.808 billion yuan, representing a year-on-year growth of 10.43%. The net profit attributable to shareholders was 4.358 billion yuan, with a year-on-year increase of 17.61% [2]. - Since its A-share listing, the company has distributed a total of 12.445 billion yuan in dividends, with 8.672 billion yuan distributed in the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for XuGong Machinery reached 132,800, an increase of 22.00% compared to the previous period. The average circulating shares per person decreased by 18.27% to 60,981 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 534 million shares (an increase of 14.7675 million shares), and China Securities Finance Corporation, holding 167 million shares (unchanged) [3].

Core Viewpoint - XuGong Machinery's stock has shown a significant increase in price and trading volume, indicating strong market interest and positive financial performance in recent periods [1][2]. Company Overview - XuGong Machinery, established on December 15, 1993, and listed on August 28, 1996, is located in Xuzhou Economic and Technological Development Zone, Jiangsu Province. The company specializes in the research, manufacturing, sales, and service of various types of construction machinery and parts [1]. - The main business revenue composition includes: earthmoving machinery (26.20%), lifting machinery (20.62%), other construction machinery and parts (16.60%), concrete machinery (10.26%), aerial work machinery (9.47%), mining machinery (6.94%), piling machinery (5.48%), and road machinery (4.43%) [1]. Financial Performance - For the first quarter of 2025, XuGong Machinery achieved a revenue of 26.815 billion yuan, representing a year-on-year growth of 10.92%. The net profit attributable to shareholders was 2.022 billion yuan, with a year-on-year increase of 26.37% [2]. - Since its A-share listing, the company has distributed a total of 12.445 billion yuan in dividends, with 8.672 billion yuan distributed in the last three years [3]. Shareholder Information - As of March 31, 2025, the number of shareholders for XuGong Machinery was 108,800, a decrease of 10.80% from the previous period. The average circulating shares per person increased by 12.11% to 74,613 shares [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 519 million shares, an increase of 206 million shares from the previous period. Other notable shareholders include Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, with slight reductions in their holdings [3]. Market Activity - On August 25, XuGong Machinery's stock price rose by 2.01%, reaching 9.12 yuan per share, with a trading volume of 751 million yuan and a turnover rate of 1.03%. The total market capitalization stood at 107.187 billion yuan [1]. - Year-to-date, the stock price has increased by 17.60%, with a 5-day increase of 5.19%, a 20-day increase of 6.05%, and a 60-day increase of 13.08% [1].

Group 1 - The latest stock price of XCMG Machinery is 8.60 yuan, with an increase of 0.02 yuan compared to the previous trading day [1] - The stock reached a maximum of 8.73 yuan and a minimum of 8.51 yuan during the trading session, with a total transaction amount of 800 million yuan [1] - The current market capitalization of the company is 101.08 billion yuan [1] Group 2 - XCMG Machinery is a significant player in the construction machinery industry, focusing on the research, manufacturing, and sales of products such as cranes, earthmoving machinery, and compaction machinery [1] - The company's products are widely used in infrastructure construction and energy development sectors [1] Group 3 - On July 30, the net outflow of main funds was 14.18 million yuan [1] - The current price-to-earnings ratio of the company is 12.49 times, and the price-to-book ratio is 1.70 times [1]