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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
Jin Rong Jie· 2025-12-02 04:06
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。 本文源自:智通财经网 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%。 ...
中联重科涨近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
Zhi Tong Cai Jing· 2025-12-02 02:57
Core Viewpoint - Zhonglian Heavy Industry (中联重科) shares increased by nearly 3%, currently trading at 7.5 HKD with a transaction volume of 14.4 million HKD, indicating positive market sentiment towards the company [1] Industry Summary - According to a research report by Zhiyan Consulting, the global market size for transportation equipment in the mining sector is expected to grow from 172.9 billion RMB in 2020 to 226.3 billion RMB in 2024, increasing its share of mining equipment from 29.49% to 30.72%. By 2025, the market size is projected to reach 241.6 billion RMB, with its share rising to 31.14% [1] Company Summary - Recently, Zhonglian Heavy Industry achieved significant batch deliveries of large-tonnage engineering cranes to the Ximangdu mining area, which will be utilized in the construction of core infrastructure. The delivered products include ZCC7200, ZCC3200V-1 crawler cranes, and ZRT600, ZRT700, ZTC850V, ZTC250V wheeled cranes [1] - Huaxin Securities noted that Zhonglian Heavy Industry has a diversified and synergistic business structure, with traditional engineering machinery maintaining a leading position while emerging businesses such as aerial work platforms and mining machinery are experiencing high growth. The integration of intelligent robotics is also advancing, creating a dual-driven model of "traditional + emerging" [1]
中联重科涨近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
Zhi Tong Cai Jing· 2025-11-26 03:20
Core Viewpoint - Zoomlion Heavy Industry Science and Technology Co., Ltd. (中联重科) has seen a nearly 3% increase in stock price, attributed to significant equipment deliveries in the mining sector, particularly in the West African Simandou iron ore project [1] Group 1: Company Performance - As of the latest report, Zoomlion's stock price rose by 2.54% to HKD 7.28, with a trading volume of HKD 31.51 million [1] - The company achieved a substantial overseas revenue of CNY 21.31 billion in the first three quarters of 2025, with overseas revenue accounting for 57.36% of total revenue, marking a 6.05 percentage point increase compared to the same period in 2024 [1] Group 2: Market and Industry Trends - The delivery of large-tonnage cranes, including ZCC7200 and ZCC3200V-1, to the Simandou iron ore project indicates a strong demand for construction and mining equipment in regions like Southeast Asia, the Middle East, and Africa [1] - The recovery of infrastructure investment in Europe is expected to bolster market demand, with local operations in this region providing strong support for future business growth [1]