| Ph 212"s with a dollar 11 list 1 high 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | | 026-02-27 | 三一重工 | 600031 | 国泰海湾运营股份 23.15 5991.22 | 258.8 | 觀點點 | 190 | 2月27日，三一重工大宗交易成交258.8万股，成交额5991.22万元，占当日总成交额的4.62%，成交价 23.15元，较市场收盘价23.15元持平。 ...

中新网长沙2月27日电 (唐小晴 胡鸽 欧亚琦 彭婷)2月26日，长沙经开区2026年高质量发展大会召开，邀 请园区300家突出贡献企业及规上企业高管齐聚一堂、共谋发展。 为切实降低企业成本、强化金融支撑，园区还推出基金服务体系与自持物业免租金试点办法。今年，长 沙经开区将设立总规模50亿元、首期实缴10亿元的先进制造业产业基金，按"1+X+N"架构重点投向主导 长沙经开区2026年高质量发展大会召开。长沙经开区供图 产业及新兴未来产业。配套的金融支持政策极具吸引力：对实投园区企业超2000万元的私募或创投基 金，给予最高净投资额2%的奖励；法人金融机构落户，最高奖励5000万元。 为充分发挥优秀企业的榜样引领作用，大会对2025年度为园区发展作出突出贡献的100家企业(单位)进 行通报表扬。其中，三一集团有限公司、蓝思科技(长沙)有限公司等20家企业获经济效益突出贡献单 位。 营商环境就是阳光雨露。本次大会倾情奉上"新春大礼包"，密集发布2026年度投资机会清单、"人工智 能+制造"行动方案、"星创荟"创新服务体系、基金服务体系、"我为企业+"服务行动方案及自持物业免 租金试点实施办法，全方位、多维度为企业 ...

Group 1: Key Insights - The report highlights the strong growth potential of the semiconductor industry, particularly driven by the demand for high-speed optical chips due to the ongoing upgrades in overseas computing power, catalyzed by events like the NVIDIA GTC conference [4] - The report emphasizes the transition of the defense industry towards intelligent and information-based munitions, with the company being a key player in the production of solid rocket engines, which positions it well for future growth [4] - The real estate sector is currently in an adjustment phase, with expectations of increased industry concentration and a shift from scale to quality, benefiting leading companies like the one analyzed [5] - The automotive sector is seeing advancements in intelligent driving solutions, with the company positioned as a core supplier for L3 autonomous driving technology, indicating a strong growth trajectory [5] - The chemical industry is experiencing a tightening supply of refrigerants, with the company expected to benefit significantly from this trend, as well as from its leadership in fluoropolymer materials [6] - The agricultural sector is projected to see stable growth despite recent price declines, with the company actively increasing its arable land and benefiting from rising grain prices [7] - The logistics sector is expanding its capacity through new shipbuilding initiatives, with a strong dividend policy and low valuation enhancing its attractiveness [8] - The machinery sector is recovering, with significant growth in excavator sales, positioning the company to capitalize on the industry's resurgence [8] - The hotel industry is entering a phase of accelerated expansion, with a focus on quality and quantity in new openings, indicating a positive outlook for the company [9]

太平洋证券主要观点如下： 智通财经APP获悉，太平洋证券发布研报称，工程机械行业在内销上，国内需求持续恢复，同时出口 端，海外景气度向好、利润率更高，行业有望随着出口继续向上以及规模效应下，盈利能力持续改善， 看好上行周期利润持续释放，继续看好工程机械板块。 事件 近日，中国工程机械工业协会发布2026年1月工程机械行业主要产品销售快报一和快报二。 1月内销整体实现较高增幅，看好国内市场需求继续向上 1月工程机械主要产品内销整体实现较高增长，具体来看：挖掘机销售8723台，同比增长61.4%；装载 机销售5293台，同比增长42.8%；平地机销售104台，同比下降8.77%；压路机销售448台，同比增长 7.43%；摊铺机销售67台，同比增长19.6%；汽车起重机销售821台，同比增长55.2%；履带起重机销售 88台，同比增长126%；随车起重机销售1608台，同比增长0.56%；塔式起重机销售202台，同比增长 6.88%。内销整体表现不错，主要系春节错位影响，展望全年，国内随着资金端逐步到位，地产、基建 端利好政策的推进，以及叠加工程机械更新周期，行业在政策端带来需求好转及更新周期启动双重利好 下，有望 ...

Investment Rating - The industry is rated positively, with expectations of overall returns exceeding the CSI 300 Index by more than 5% in the next six months [7]. Core Insights - The report highlights a significant growth in both domestic and export sales of construction machinery in January, indicating a strong upward trend in demand [4][5]. - Domestic sales of key products such as excavators and loaders saw substantial year-on-year increases, with excavator sales reaching 8,723 units, up 61.4%, and loader sales at 5,293 units, up 42.8% [4]. - Export sales also showed robust growth, with excavator exports at 9,985 units, a 40.5% increase, and loader exports at 6,466 units, up 53.4% [5]. - The report anticipates continued improvement in the industry driven by favorable policies in real estate and infrastructure, alongside a renewal cycle for construction machinery [4]. Summary by Sections Domestic Sales Performance - In January, domestic sales of construction machinery experienced high growth, with notable increases in excavators (61.4%) and loaders (42.8%) [4]. - The overall domestic market is expected to continue its upward trajectory due to improved funding and supportive policies [4]. Export Sales Performance - All categories of machinery exports showed year-on-year growth in January, with excavators and loaders seeing increases of 40.5% and 53.4%, respectively [5]. - The report suggests that as overseas market conditions improve, domestic brands will gain further market share internationally [5]. Investment Recommendations - The report recommends a positive outlook for the construction machinery sector, highlighting companies such as SANY Heavy Industry, Hengli Hydraulic, and LiuGong as key investment opportunities [5].

机械 分析师：刘智 登记编码：S0730520110001 liuzhi@ccnew.com 021-50586775 顺周期机械复苏持续，AI、人形机器人产业 蓬勃发展 ——机械行业月报 证券研究报告-行业月报 强于大市(维持) 机械相对沪深 300 指数表现 资料来源：中原证券 -18% -10% -1% 7% 15% 23% 32% 40% 2025.02 2025.06 2025.10 2026.02 机械 沪深300 相关报告 《机械行业月报：持续推荐人形机器人、AIDC 配套设备，关注低位滞涨板块的轮动机遇》 2026-01-27 《机械行业月报：人形机器人有望成为美国科 技战略主线，建议持续关注人形机器人、AIDC 配套设备》 2025-12-29 《机械行业月报：十五五规划强调科技自立， 未来产业引领，重点关注周期复苏和未来产业 投资机遇》 2025-11-26 联系人：李智 22楼 投资要点： ⚫ 2 月中信机械板块上涨 6.01%，跑赢沪深 300 指数（+0.63%）5.38 个百分点，在 30 个中信一级行业中排名第 2 名：截至 2026 年 2 月 25 日收盘，2 月中信机械板块 ...

此外，一批处于IPO关键阶段的企业掌舵者同台获誉，进一步凸显湖南民营经济梯队培育的良好成效。 其中，英氏控股董事长马文斌上榜，该公司北交所IPO已顺利过会；美程新材料董事长方豪杰获评，企 业已于2025年启动上市辅导，IPO进程稳步推进。 此次表彰的百名优秀民营企业家，覆盖湖南工程机械、绿色农产品及食品加工、生物医药、新能源、先 进材料等重点产业链，既是湖南传统产业转型升级、优势产业延链强链的引领者，也是新兴产业培育、 新质生产力打造的开拓者，成为该省建设"4×4"现代化产业体系、实现"三高四新"发展目标的重要支 撑。 从获评名单来看，三一重工（600031）、蓝思科技（300433）、爱尔眼科（300015）、盐津铺子 （002847）、金杯电工（002533）、楚天科技（300358）、达嘉维康（301126）、军信股份 （301109）、圣湘生物、万兴科技（300624）等多家湘股的董事长/核心掌舵人悉数上榜，覆盖工程机 械、消费制造、医药生物、新能源科技等多个优势产业领域，成为湖南实体经济与资本市场融合发展的 中坚力量。 多个上市湘企关联企业负责人也获此殊荣。克明食品（002661）全资子公司克明五谷 ...

机械 分析师：刘智 登记编码：S0730520110001 liuzhi@ccnew.com 021-50586775 机械相对沪深 300 指数表现 资料来源：中原证券 -18% -10% -1% 7% 15% 23% 32% 40% 2025.02 2025.06 2025.10 2026.02 机械 沪深300 顺周期机械复苏持续，AI、人形机器人产业 蓬勃发展 ——机械行业月报 证券研究报告-行业月报 强于大市(维持) 相关报告 《机械行业月报：持续推荐人形机器人、AIDC 配套设备，关注低位滞涨板块的轮动机遇》 2026-01-27 《机械行业月报：人形机器人有望成为美国科 技战略主线，建议持续关注人形机器人、AIDC 配套设备》 2025-12-29 《机械行业月报：十五五规划强调科技自立， 未来产业引领，重点关注周期复苏和未来产业 投资机遇》 2025-11-26 联系人：李智 22楼 投资要点： ⚫ 2 月中信机械板块上涨 6.01%，跑赢沪深 300 指数（+0.63%）5.38 个百分点，在 30 个中信一级行业中排名第 2 名：截至 2026 年 2 月 25 日收盘，2 月中信机械板块 ...

Investment Rating - The report maintains an "Outperform" rating for the engineering machinery sector [1]. Core Insights - January 2026 saw strong sales growth in excavators and loaders, driven by a combination of replacement cycles and external demand. The outlook for 2026 is positive, supported by proactive fiscal policies, stabilization in the European construction sector, and sustained high demand in emerging markets. The report emphasizes the importance of focusing on domestic demand renewal and overseas expansion strategies [5][11]. - The engineering machinery index rose approximately 0.15% in January 2026, underperforming the Shanghai Composite Index by 3.61 percentage points [11]. - Excavator sales in January 2026 reached 18,708 units, a year-on-year increase of 49.5%, with domestic sales at 8,723 units (up 61.4%) and exports at 9,985 units (up 40.5%) [16]. - Loader sales for the same month totaled 11,759 units, reflecting a 48.5% year-on-year increase, with domestic sales of 5,293 units (up 42.8%) and exports of 6,466 units (up 53.4%) [16]. Summary by Sections Market Review - The engineering machinery index in January 2026 increased by about 0.15%, lagging behind major indices such as the Shanghai Composite and CSI 300 [11]. - The performance of different segments showed mixed results, with the average price-to-earnings (PE) ratios for complete machine manufacturing and components being 29 and 39, respectively [11]. Industry Tracking - The report highlights significant growth in excavator and loader sales, with excavators showing a 49.5% increase and loaders a 48.5% increase in January 2026 [16][18]. - The report notes that electric excavators and loaders are gaining traction, with electric loader sales reaching 2,990 units and a penetration rate of 25.43% [16]. Macro Dynamics - The manufacturing PMI for January 2026 was reported at 49.3%, indicating a slight contraction in manufacturing activity. However, production levels remain above the critical point, suggesting ongoing expansion in manufacturing [44]. - Infrastructure investment is supported by the issuance of special bonds amounting to approximately 367.7 billion yuan, a year-on-year increase of 79.5% [5]. Key Targets - Recommended key players in the sector include leading manufacturers such as Zoomlion (000157), Sany Heavy Industry (600031), and XCMG (000425), as well as core component suppliers like Hengli Hydraulic (601100) and Aidi Precision (603638) [5][54].

来源：美通社 拉斯维加斯2026年2月25日 /美通社/ -- 三一将在拉斯维加斯会议中心举办的2026年美国工程机械展 (CONEXPO-CON/AGG 2026)上，展示其适配北美市场的最全面产品组合、前沿技术与服务体系。围 绕"Together, We Move the Future Forward"（携手共筑未来）的主题，三一将向业界呈现卓越性能、智能 科技与长期合作伙伴关系如何共同驱动工程机械行业迈入新时代。 Meet SANY at CONEXPO 2026 更强性能，更低溢价 在F44054号展位，三一将展出32款主机设备和17款属具，其中包括10款专为北美市场设计的新机型。 其中包括： 除了硬件设备，三一还将展示一系列旨在最大限度减少设备停机时间、保障高效运转的智能解决方案。 三一AI服务助手(SASA)：提供智能诊断、交互式故障识别和快速零件识别功能，实现高效维护。 SY10U微型挖掘机：零尾回转设计，机动性卓越。配备全液压负载传感系统、悬浮座椅和宽扶 手，带来卓越的操作体验。 SY335LC中型挖掘机：搭载9升、209千瓦的康明斯(Cummins)发动机，在同类产品中扭矩更强、 排量更大。 ...