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港股异动 | 中联重科(01157)涨近3% 矿山领域设备市场规模逐步扩大 机构看好公司矿山机械等新兴业务高增
智通财经网· 2025-12-02 03:02
据了解,近日,中联重科大吨位工程起重机在西芒杜矿区实现重磅批量交付,随即投入矿区核心基础设 施建设,此次批量交付的产品包括ZCC7200、ZCC3200V-1等履带起重机,以及ZRT600、ZRT700、 ZTC850V、ZTC250V等明星轮式起重机。华鑫证券指出,中联重科业务结构多元协同,新兴业务多点 突破。传统工程机械主业巩固领先地位,高空机械、矿山机械等新兴业务高增,具身智能机器人落地推 进,形成"传统+新兴"双轮驱动格局。 智通财经APP获悉,中联重科(01157)涨近3%,截至发稿,涨2.46%,报7.5港元,成交额1440.29万港 元。 消息面上,据智研咨询研究报告指出,2024年,全球矿山领域的运输设备市场规模从2020年的1729亿元 增长至2263亿元,占矿山设备的比重从2020年的29.49%扩大至30.72%;预计2025年全球矿山领域的运 输设备的市场规模有望达到2416亿元,占矿山设备的比重有望扩大至31.14%。 ...
港股异动 | 中联重科(01157)涨近3% 大吨位起重机批量交付西芒杜矿区 公司海外收入规模与质量双升
智通财经网· 2025-11-26 03:18
Core Viewpoint - Zhonglian Heavy Industry (01157) has seen a nearly 3% increase in stock price, attributed to significant equipment deliveries in the West Simandou mining area, which is known for its large and high-quality undeveloped iron ore reserves [1][1]. Group 1: Company Performance - As of the latest report, Zhonglian Heavy Industry's stock price is at 7.28 HKD with a trading volume of 31.51 million HKD [1]. - The company has delivered a range of large-tonnage construction cranes, including ZCC7200 and ZCC3200V-1, to the West Simandou mining area for core infrastructure development [1]. Group 2: Financial Insights - In the first three quarters of 2025, Zhonglian Heavy Industry's overseas revenue reached 21.31 billion CNY, accounting for 57.36% of total revenue, an increase of 6.05 percentage points compared to the same period in 2024 [1]. - The gross profit margin from overseas operations is higher than that from domestic operations, indicating an ongoing optimization of regional structure [1]. Group 3: Market Opportunities - The company is expected to benefit from the growing demand for infrastructure and mining development in Southeast Asia, the Middle East, and Africa, which are projected to become significant growth areas in the future [1]. - The recovery of infrastructure investment in Europe is also noted, with local market demand being substantial, supporting the company's future business growth through localized operations [1].