非公路矿用自卸车

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北方股份涨2.03%,成交额2401.49万元,主力资金净流入250.91万元
Xin Lang Cai Jing· 2025-09-29 02:18
9月29日,北方股份盘中上涨2.03%,截至09:59,报22.16元/股,成交2401.49万元,换手率0.65%,总市 值37.67亿元。 资金流向方面,主力资金净流入250.91万元,大单买入449.83万元,占比18.73%,卖出198.93万元,占 比8.28%。 机构持仓方面,截止2025年6月30日,北方股份十大流通股东中,华商甄选回报混合A(010761)位居 第十大流通股东,持股92.92万股,为新进股东。 北方股份今年以来股价涨23.15%,近5个交易日涨3.07%,近20日跌9.18%,近60日跌0.73%。 资料显示,内蒙古北方重型汽车股份有限公司位于内蒙古包头市稀土高新技术产业开发区北方股份大 厦,成立日期1988年4月26日,上市日期2000年6月30日,公司主营业务涉及非公路矿用自卸车的研发、 生产、销售和服务。主营业务收入构成为:整车销售合同81.07%,备件及服务合同18.71%,其他(补 充)0.22%。 北方股份所属申万行业为:机械设备-专用设备-能源及重型设备。所属概念板块包括:央企改革、航天 军工、小盘、QFII持股、一带一路等。 截至6月30日,北方股份股东户数1. ...
北方股份(600262.SH):公司无军品业务
Ge Long Hui· 2025-09-10 07:59
Group 1 - The core business of the company is the research, development, production, sales, and service of non-road mining dump trucks [1] - The company also provides spare parts, maintenance contracting, and labor services for mining vehicles [1] - The company's products are widely used in seven major mining sectors: metallurgy, coal, non-ferrous metals, chemicals, building materials, hydropower, and transportation infrastructure [1] Group 2 - The company is a leader in the domestic mining vehicle industry [1] - Currently, the company does not engage in military products [1]
北方股份股价跌5.02%,华商基金旗下1只基金位居十大流通股东,持有92.92万股浮亏损失110.57万元
Xin Lang Cai Jing· 2025-09-03 05:47
Group 1 - The core point of the article highlights the recent decline in the stock price of Northern Heavy Industries Group Co., Ltd., which fell by 5.02% to 22.51 CNY per share, with a trading volume of 185 million CNY and a turnover rate of 4.75%, resulting in a total market capitalization of 3.827 billion CNY [1] - Northern Heavy Industries specializes in the research, production, sales, and service of off-road mining dump trucks, with its main business revenue composition being 81.07% from complete vehicle sales contracts, 18.71% from spare parts and service contracts, and 0.22% from other sources [1] Group 2 - From the perspective of the top ten circulating shareholders, Huashang Fund has a fund that entered the top ten shareholders of Northern Heavy Industries, holding 929,200 shares, which accounts for 0.55% of the circulating shares, with an estimated floating loss of approximately 1.1057 million CNY [2] - The Huashang Zhenxuan Return Mixed A Fund (010761) was established on January 19, 2021, with a latest scale of 2.261 billion CNY, achieving a year-to-date return of 38.96% and ranking 1277 out of 8180 in its category, while its one-year return is 63.67%, ranking 1522 out of 7967 [2]
北方股份股价跌5.02%,华商基金旗下1只基金位居十大流通股东,持有92.92万股浮亏损失118.94万元
Xin Lang Cai Jing· 2025-08-27 06:21
Group 1 - The core point of the news is that Northern Heavy Industries Co., Ltd. experienced a 5.02% drop in stock price, closing at 24.20 CNY per share, with a trading volume of 446 million CNY and a turnover rate of 10.69%, resulting in a total market capitalization of 4.114 billion CNY [1] - The company, established on April 26, 1988, and listed on June 30, 2000, specializes in the research, production, sales, and service of off-road mining dump trucks, with main business revenue composition being 81.07% from complete vehicle sales contracts, 18.71% from parts and service contracts, and 0.22% from other sources [1] Group 2 - From the perspective of the top ten circulating shareholders, Huashang Fund has a fund that entered the top ten shareholders of Northern Heavy Industries, holding 929,200 shares, which accounts for 0.55% of the circulating shares, with an estimated floating loss of approximately 1.1894 million CNY today [2] - The Huashang Selected Return Mixed A Fund (010761), established on January 19, 2021, has a latest scale of 2.261 billion CNY, with a year-to-date return of 39.32%, ranking 1074 out of 8194 in its category, and a one-year return of 62.13%, ranking 1495 out of 7963 [2]
三一国际(0631.HK):能源装备布局完善 未来成长可期
Ge Long Hui· 2025-07-24 11:33
Core Viewpoint - SANY International is positioned as a leading player in the domestic energy equipment industry, with a diversified portfolio across mining, logistics, oil and gas, and emerging industries such as solar energy and lithium batteries [1] Mining Equipment - Global capital expenditure remains high, with China's coal production stable and steadily increasing fixed asset investment in coal mining, projected to grow from 264.8 billion yuan in 2017 to 611.8 billion yuan in 2024 [2] - SANY International's coal machinery revenue is expected to rise from 1.3 billion yuan in 2017 to 10.2 billion yuan in 2024, with a compound annual growth rate (CAGR) of 34%, increasing market share from 2.0% to 8.5% [2] Logistics Equipment - China's container throughput is projected to reach 332 million TEUs in 2024, with a CAGR of 6.0% since 2010, indicating a growing market for port machinery [3] - SANY International holds a significant market share in small port machinery, with projected market shares of 68.3% for mobile cranes and 68.6% for stackers in 2024 [4] Oil and Gas Equipment & Emerging Industries - High oil prices are expected to support capital expenditure from major oil companies, with domestic "three barrels of oil" capital expenditure projected to reach 565.2 billion yuan in 2024, growing at a CAGR of 7.6% [5] - The solar energy sector is anticipated to see continued growth, with global new installations projected to reach 1,078 GW by 2030, reflecting a CAGR of 12.6% [6] - The lithium battery sector is rapidly developing, with China's new energy vehicle sales expected to reach 12.87 million units in 2024, growing at a CAGR of 61% [6] Investment Outlook - SANY International has established a comprehensive platform covering traditional mining, port logistics, oil and gas equipment, and emerging sectors like solar and lithium batteries, with expected revenue growth from 25.8 billion yuan in 2025 to 37.34 billion yuan in 2027 [7]
天津发展租赁贸易新业态
Jing Ji Ri Bao· 2025-06-09 21:44
Group 1 - A batch of non-road mining dump trucks produced by Inner Mongolia North Heavy Industries Group Co., Ltd. has completed export leasing procedures at Tianjin Dongjiang Customs and is being shipped overseas from Tianjin Port [1] - Tianjin Dongjiang Customs has established a rapid customs clearance mechanism, completing the customs procedures in just one day by providing guidance on various business processes [1] - The leasing trade, as an important part of emerging trade formats, allows domestic companies to expand international markets and reduce financial pressure on lessees, with Tianjin's leasing trade import and export volume reaching 14.58 billion yuan, a year-on-year increase of 247.9% [1] Group 2 - Financial institutions in Tianjin, such as Agricultural Bank of China Tianjin Branch, are actively supporting the development of leasing trade, with a leasing business balance exceeding 18 billion yuan and new investments of over 5.5 billion yuan this year [2] - The bonded leasing model in Tianjin has been promoted to other regions like Shanghai, Guangzhou, and Chongqing, forming an annual bonded leasing industry worth hundreds of billions [2] - In 2024, Tianjin Customs' bonded leasing model was selected as one of the first pilot projects for the "Smart Customs Strong Country" initiative by the General Administration of Customs [2]
2025年4月工程机械主要产品月平均工作时长为90.1小时,同比增长3.20%
工程机械杂志· 2025-05-09 04:01
Core Viewpoint - The engineering machinery industry shows signs of recovery, with improvements in working hours and operating rates, although some metrics indicate a decline compared to previous periods [5][7]. Group 1: Monthly Working Hours - In April 2025, the average working hours for major engineering machinery products was 90.1 hours, representing a year-on-year increase of 3.20% but a slight month-on-month decrease of 0.05% [1]. - Specific working hours for various machinery in April 2025 included: excavators at 85 hours, loaders at 98.3 hours, and non-road mining dump trucks at 170 hours [1]. Group 2: Monthly Operating Rates - The operating rate for engineering machinery in April 2025 was 62%, which is a year-on-year decrease of 4.29 percentage points but an increase of 1.17 percentage points from the previous month [2]. - Operating rates for specific machinery in April 2025 included: excavators at 66.3%, loaders at 62.4%, and concrete pump trucks at 43% [2]. Group 3: Historical Data Review - The average working hours for major engineering machinery products in December 2024 was 93.9 hours, showing a month-on-month decline of 2.91% [5]. - In March 2025, the average working hours increased to 90.1 hours, with a year-on-year growth of 6.53% [6]. Group 4: Market Dynamics - The engineering machinery industry is experiencing a potential recovery, with improved expectations following a significant increase in exports, which rose over 70% despite a 13-month decline in domestic sales [7][9]. - February 2025 saw an improvement in operating rates, contributing to a more optimistic outlook for the engineering machinery sector [9].