长江商报消息 ●长江商报记者 徐阳 运机集团（001288.SZ）积极"出海"，提升全球市场竞争力。 2月10日晚，运机集团公告，全资子公司签署13.31亿元海外EPC总承包合同，约占公司2024年度经审计 营业收入的86.66%。 长江商报记者注意到，运机集团自成立以来始终专注于以带式输送机为核心的节能环保型输送机械成套 设备的研发、设计、生产和销售。近年来，运机集团坚持技术创新与市场需求双轮驱动，业绩保持快速 增长。 业绩预告显示，公司预计2025年度归属于上市公司股东的净利润（以下简称"归母净利润"）为2.2亿— 2.52亿元，比上年同期增长40.00%—60.00%。 日前，运机集团宣布，拟定增募资不超7.88亿元，用于数字孪生智能输送机生产项目和几内亚智能运维 服务平台项目，夯实公司业务竞争力。 子公司签署13.31亿重大合同 根据公告，运机集团全资子公司运机集团国际控股有限公司（以下简称"运机国际"）于2026年2月10日 与西部国际控股津巴布韦建材投资有限公司签订了《西部国际控股津巴布韦建材投资有限公司3500t/d 熟料水泥生产线、2×18MW电站及智能输送机系统EPC总承包合同书》，合同预估 ...

Core Viewpoint - The company announced a significant contract with a total estimated value of 1.331 billion RMB, which represents approximately 86.66% of its projected audited revenue for 2024 [2][3]. Group 1: Contract Details - The contract was signed between the company's wholly-owned subsidiary, Yunjigroup International Holdings Limited, and West International Holdings Zimbabwe Building Materials Investment Limited [2]. - The estimated total price of the contract is 1.331 billion RMB, and the company expects to recognize revenue of no more than 160 million RMB from this contract due to the application of the net method for revenue recognition [2][11]. - The scope of the contract includes a complete new dry-process clinker cement production line, a 2×18MW power station, and auxiliary production facilities [7]. Group 2: Financial Impact - The estimated total price of the contract is approximately 86.66% of the company's projected revenue of 1.536 billion RMB for 2024 [3]. - The company clarified that the actual revenue from the contract will be significantly lower than the total contract value due to the net method of accounting and potential subcontracting of certain components [11]. Group 3: Market Reaction - Following the announcement, the company's stock price increased by over 4% at one point on February 11, with a closing increase of 2.02% by 1:40 PM [2].

Summary of Conference Call Notes Company and Industry Involved - The company discussed is **Guangfa Machinery** (广发机械), specifically focusing on its recent contract in the **African market** and the **post-market strategy**. Core Points and Arguments 1. **New Contract Acquisition** - The company announced a contract with **West Cement Zimbabwe** for a **13.3 billion EPC** project, which includes a **3500t/d clinker cement production line**, **2×18MW power station**, and an **intelligent conveyor system** [1][2] 2. **Profit Enhancement for 2026** - The new orders have increased to over **60 billion**, covering until **2027**. - The project is expected to be fully delivered by **June 2027**, with the majority of revenue recognition occurring this year. - Estimated potential profit enhancement for 2026 is **1 billion** [1][2] 3. **Milestone Significance of African and Post-Market Strategy** - The company is providing a comprehensive solution that includes **equipment services and power supply**, integrating various resources for overseas operations. - This strategy lays the foundation for the operational maintenance of the **belt conveyor post-market** [1] Other Important but Possibly Overlooked Content 1. **Location and Market Potential** - The project is located in **Zimbabwe**, which may allow West Cement to penetrate the mining sector [2] 2. **Future Outlook** - The company's core business fundamentals are solid, with a **2026 PE ratio of approximately 20x** and **13x for 2027**. - Other projects in Africa are being tracked, which may lead to additional orders. - There is a planned **post-New Year capital increase** at a locked price [2]

葛卫东10亿元认购江淮汽车定增股票。 重要的消息有哪些 1．申购提示：通领科技申购代码为920187，发行价29.62元/股，申购上限70.20万股。投资有风 险，申购需谨慎。 今日关注 申购提示：今日一只新股申购。 中国人民银行（以下简称"央行"）2月10日发布《2025年第四季度中国货币政策执行 报告》，提出继续实施好适度宽松的货币政策。 五部门发布《关于加强信息通信业能力建设 支撑低空基础设施发展的实施意见》。 2．央行2月10日发布《2025年第四季度中国货币政策执行报告》（下称《报告》）。对于下一阶 段货币政策，《报告》提出，央行将做好逆周期和跨周期调节，提升宏观经济治理效能，支 持"十五五"实现良好开局。继续实施好适度宽松的货币政策，发挥增量政策和存量政策集成效 应。 3．工业和信息化部等五部门办公厅（秘书局、综合局、综合司）发布《关于加强信息通信业能 力建设 支撑低空基础设施发展的实施意见》。其中提出，坚持需求牵引、重点突出，以有条件、 有需求的低空飞行活动区域为重点，因地制宜推动信息类基础设施建设与低空应用协同发展。坚 持集约复用、多元协同，在充分利用现有公众移动通信设施等基础上，综合采用地面 ...

Core Insights - The news highlights significant corporate announcements and performance reports from various companies, indicating potential investment opportunities and market movements. Group 1: Corporate Announcements - Ge Weidong invested 1 billion yuan to subscribe for shares in Jianghuai Automobile's private placement, acquiring approximately 20.05 million shares at a price of 49.88 yuan per share, contributing to a total fundraising of about 3.5 billion yuan from eight investors [3][4] - *ST Cube completed its suspension review and will resume trading on February 11, 2026, after confirming no undisclosed significant matters related to the company [2] - Yunnan Baiyao plans to invest 137 million yuan in a second phase project for oral liquid production to meet growing market demand [11] Group 2: Performance Reports - Semiconductor manufacturer SMIC reported a 23.2% year-on-year increase in net profit for Q4 2025, reaching 1.223 billion yuan, driven by increased wafer sales and improved capacity utilization [5] - Special Biological Company reported a net profit of 1.038 billion yuan for 2025, reflecting a 25.39% increase year-on-year, attributed to stable sales of key products and new product approvals [6] - New Zobang achieved a net profit of 1.098 billion yuan in 2025, marking a 16.56% increase compared to the previous year [6] Group 3: Fundraising and Restructuring - New Han New Materials plans to raise up to 1 billion yuan through a private placement to fund projects related to high-performance resins and composite materials [8] - Chutian Long intends to raise up to 760 million yuan for the development of innovative safety products and digital operations [8] - Yi Yi Co. decided to terminate its plan to acquire 100% equity of a pet food company due to changes in the target company's operational conditions [8] Group 4: Major Contracts and Investments - Yunjiji Group signed an EPC contract worth 1.331 billion yuan for a cement production line and power station in Zimbabwe, representing 86.66% of the company's audited revenue for 2024 [9] - Solar Energy's subsidiary plans to acquire 100% of Jinhua Windling for 527 million yuan, enhancing its position in the solar power industry [9] - Yutong Technology intends to acquire 51% of Huayan Technology for 448.8 million yuan, which will become a subsidiary post-transaction [9]

格隆汇2月10日丨运机集团(001288.SZ)公布，公司全资子公司运机集团国际控股有限公司（简称"运机 国际"）于2026年2月10日与西部国际控股津巴布韦建材投资有限公司签订了《西部国际控股津巴布韦建 材投资有限公司3500t/d熟料水泥生产线、2*18MW电站及智能输送机系统EPC总承包合同书》，合同预 估不含税总价为人民币13.31亿元（按照2026年1月28日人民币兑美元汇率折算约合1.9亿美元），约占公 司2024年度经审计营业收入的86.66%。 ...

证券代码：001288 证券简称：运机集团 公告编号：2026-012 四川省自贡运输机械集团股份有限公司 关于公司全资子公司签署日常经营重大合同的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 1、本合同已正式签订并生效，在履行过程中可能存在法律法规、行业政策、 市场环境及其他因素发生重大变化等不确定性因素，可能影响合同的正常履行及 公司收益的确认，敬请投资者注意投资风险。 2、本合同的签订预计将对公司未来财务状况、经营成果产生积极影响。 一、合同签署概况 四川省自贡运输机械集团股份有限公司（以下简称"公司"）全资子公司运 机集团国际控股有限公司（以下简称"运机国际"）于 2026 年 2 月 10 日与西部 国际控股津巴布韦建材投资有限公司签订了《西部国际控股津巴布韦建材投资有 限公司 3500t/d 熟料水泥生产线、2*18MW 电站及智能输送机系统 EPC 总承包合 同书》，合同预估不含税总价为人民币 1,331,000,000 元（按照 2026 年 1 月 28 日人民币兑美元汇率折算约合 190,687,679 美元），约占公司 2024 ...

华宝安盈混合A（010868）基金经理为曾健飞。 截至发稿，曾健飞累计任职时间6年183天，现任基金资产总规模25.21亿元，任职期间最佳基金回报 82.89%， 任职期间最差基金回报3.69%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，华宝基金旗下1只基金重仓运机集团。华宝安盈混合A（010868）四季度持有股数4.24万股， 与上期相比持股数量不变，占基金净值比例为0.55%，位居第七大重仓股。根据测算，今日浮亏损失约 7.8万元。 华宝安盈混合A（010868）成立日期2021年6月8日，最新规模1.94亿。今年以来收益3.66%，同类排名 4922/8873；近一年收益13.29%，同类排名6027/8119；成立以来收益20.73%。 2月5日，运机集团跌5.04%，截至发稿，报34.66元/股，成交1.04亿元，换手率1.92%，总市值81.41亿 元。 资料显 ...

Core Viewpoint - The A-share market saw a significant rally in the engineering machinery sector on February 3, with multiple stocks experiencing substantial gains, indicating a positive trend in this industry [1]. Group 1: Stock Performance - Jiangshun Technology (江顺科技) reached the daily limit with a 10% increase, bringing its total market value to 66.33 billion [2]. - Construction Machinery (建设机械) and Sikan Technology (思看科技) both rose by over 8%, with Sikan Technology's market value at 137 billion [2]. - Huadian Technology (华电科工) increased by over 7%, with a market value of 134 billion [2]. - Anhui Heli (安徽合力) and Zoomlion Heavy Industry (中联重科) both saw gains exceeding 6%, with market values of 198 billion and 797 billion respectively [2]. - Sany Heavy Industry (三一重工) rose by 6.03%, with a market value of 2085 billion [2]. - Other notable performers included Shantui (山推股份) and Hengli Hydraulic (恒立液压), both increasing by over 5% [2]. Group 2: Year-to-Date Performance - Jiangshun Technology has a year-to-date increase of 42.17% [2]. - Sikan Technology shows a remarkable year-to-date increase of 65.88% [2]. - Huadian Technology has a year-to-date increase of 46.56% [2]. - Anhui Heli's year-to-date increase stands at 6.41% [2]. - Zoomlion Heavy Industry has a year-to-date increase of 9.40% [2]. - Sany Heavy Industry's year-to-date increase is 7.29% [2].

Core Viewpoint - The A-share market saw a collective surge in engineering machinery stocks, with several companies experiencing significant price increases, indicating a positive trend in the sector [1]. Group 1: Stock Performance - Jiangshun Technology reached the daily limit with a 10% increase, marking a year-to-date rise of 42.17% [2]. - Construction Machinery and Sika Technology both rose by over 8%, with Sika Technology showing a year-to-date increase of 65.88% [2]. - Huadian Engineering increased by over 7%, with a year-to-date rise of 46.56% [2]. - Anhui Heli and Zoomlion both saw increases of over 6%, with Anhui Heli's year-to-date rise at 6.41% and Zoomlion at 9.40% [2]. - Sany Heavy Industry rose by 6.03%, with a year-to-date increase of 7.29% [2]. - Other notable performers included Shantui, Hengli Hydraulic, and Fushite, all rising over 5% [1][2]. Group 2: Market Capitalization - Jiangshun Technology has a total market capitalization of 66.33 billion [2]. - Construction Machinery's market cap stands at 56.44 billion [2]. - Sika Technology has a market cap of 137 billion [2]. - Huadian Engineering's market cap is 134 billion [2]. - Anhui Heli has a market cap of 198 billion, while Zoomlion's is 797 billion [2]. - Sany Heavy Industry has a market cap of 208.5 billion [2]. - Shantui's market cap is 186 billion, and Hengli Hydraulic's is 152.7 billion [2]. - Fushite has a market cap of 47.63 billion, while Tietuo Machinery's is 2.618 billion [2]. - Xugong Machinery has a market cap of 130.5 billion [2].