耐普矿机实现全球顶级铜金矿山客户突破，持续重点推荐！ 核心结论：从欧洲企业手中拿下全球顶尖客户证实公司实力，我们讲的新品带来市占率提升加速的逻辑现在看 起来更清晰了！继续期待后续磨机衬板的客户开拓~ 事件：公司今日公告签约力拓OyuTolgoiLLC矿山耐磨件三年期框架协议。 耐普矿机实现全球顶级铜金矿山客户突破，持续重点推荐！ 核心结论：从欧洲企业手中拿下全球顶尖客户证实公司实力，我们讲的新品带来市占率提升加速的逻辑现在看 起来更清晰了！继续期待后续磨机衬板的客户开拓~ 事件：公司今日公告签约力拓OyuTolgoiLLC矿山耐磨件三年期框架协议。 ➡OyuTolgoiLLC为全球顶级铜金矿山：位于蒙古国，力拓持股比例66%，蒙古国政府34%，铜储4066万吨，金储 5546万盎司，还有较大增储空间。 #目标在28-36年实现平均50万吨铜年产量！ ➡本次耐磨件主要覆盖了圆筒筛、管道、旋流器、渣浆泵等环节， ➡OyuTolgoiLLC为全球顶级铜金矿山：位于蒙古国，力拓持股比例66%，蒙古国政府34%， ...

经济观察网2026年2月12日，耐普矿机（300818）股价上涨5.98%，报收44.45元。其股价表现主要与以 下因素相关： 资金动向 当日主力资金净流入292.03万元，游资资金净流入916.72万元，主动买入力量较强。 业务进展情况 公司控股子公司与蒙古国Oyu Tolgoi LLC签订三年期货物供应及服务框架合同，预计对未来三年经营业 绩产生积极影响，有助于进一步开拓海外市场。 机构观点 截至2月10日，公司股东户数较上期略有减少，筹码集中度提升。近90天内共有3家机构给出评级，显示 机构关注度较高。 股价与资金表现 股价突破短期均线，技术动能增强。当日所属有色铜、新材料、一带一路等概念板块普遍上涨，形成板 块效应。 以上内容基于公开资料整理，不构成投资建议。 ...

Core Viewpoint - The engineering machinery sector is experiencing significant growth driven by strong domestic and export demand, with sales data for excavators in January 2026 showing a 49.5% year-on-year increase, indicating a clear improvement in the industry's fundamentals [2][3]. Group 1: Market Performance - As of February 12, the Shanghai Composite Index rose by 0.02%, the Shenzhen Component Index increased by 0.32%, and the ChiNext Index gained 0.48%, with sectors like power equipment and small metals leading the gains [2]. - The Engineering Machinery ETF (E Fund, 159138) saw a rise of 1.27%, with constituent stocks such as Linde Co. (605060.SH) and China National Heavy Duty Truck Group (000951.SZ) increasing by over 5% [2]. Group 2: Industry Demand and Growth Drivers - The demand for engineering machinery is supported by factors such as increased construction activity, a rebound in iron ore and non-ferrous metal mining, and rising forestry investments, alongside a low base from the previous year [3]. - The domestic market is expected to see a mild recovery, bolstered by ongoing equipment renewal policies and the implementation of new industrialization and infrastructure initiatives [3]. Group 3: Global Market Dynamics - The global supply chain for mineral resources is being reshaped by increasing geopolitical tensions, leading to a heightened demand for mining companies to enhance their capital expenditures [3]. - Chinese manufacturers are expected to gain a larger share of the global market due to their cost-effectiveness and customized service capabilities, particularly in the context of the Belt and Road Initiative [3]. Group 4: Future Outlook - The domestic engineering machinery market is projected to continue its mild recovery into 2026, with core product sales expected to remain positive [4]. - The overseas sales growth of engineering machinery is anticipated to remain robust, particularly in Africa and countries along the Belt and Road, although competition and trade barriers may intensify [4].

Group 1: Major Announcements - Unisplendour plans to raise no more than 5.57 billion yuan through a private placement to acquire a 6.98% stake in New H3C and for other projects [2] - Zhongwei Semiconductor intends to establish an IPM production line project in Ziyang, Sichuan, using 1.21 billion yuan of leftover IPO funds [2] - Kaiying Network has signed a settlement agreement with Legend IP, which is expected to positively impact the company's profit by approximately 200 million yuan [2] Group 2: Project Developments - Blue Ocean Huaten plans to invest 8 million yuan in Wanren Technology to support its daily operations and AI project development [4] - Yuedian Power A has successfully put into operation the expansion project of the Huizhou Power Plant, which includes two 1000MW units [7] - Longmag Technology intends to raise up to 760 million yuan for its second phase project in Vietnam and chip inductor manufacturing [8] Group 3: Financial Performance - Top Group expects a net profit of 2.6 billion to 2.9 billion yuan for 2025, a decrease of 3.35% to 13.35% year-on-year due to rising raw material costs and increased market competition [20] - Jingchen Technology reported a net profit of 871 million yuan for 2025, a 6% increase year-on-year, with record high sales of over 174 million chips [21] - Guodian Xintong's net profit for 2025 is projected at 678 million yuan, a decline of 16.91% year-on-year, primarily due to increased credit impairment losses and tax expenses [22] Group 4: Shareholder Actions - Jieshun Technology's actual controller plans to reduce holdings by up to 2.8% of the company's shares [27] - Lihexing's controlling shareholder and concerted actors plan to collectively reduce their holdings by up to 1% [27] - Kory Technology's shareholders plan to reduce their holdings by a total of up to 3.13% [29] Group 5: Stock Buybacks - Quzhou Dongfeng plans to repurchase shares worth between 50 million and 100 million yuan, with a maximum price of 6.48 yuan per share [30]

（文章来源：证券日报） 证券日报网讯 2月11日，耐普矿机发布公告称，公司控股子公司NATIONALMININGMACHINERYLLC 近日与蒙古国OyuTolgoiLLC签订了三年期《货物供应（及关联服务）合同》，为OyuTolgoiLLC提供选 矿设备耐磨备件以及工程和设计服务、咨询服务、安装技术服务、售后服务等。 ...

Group 1 - Unisplendour Corporation has decided to terminate its plan to issue H-shares and list on the Hong Kong Stock Exchange due to strategic development considerations [2] - Yuandong Biotech is participating in a follow-up procurement for 13 products, with expected sales revenue of approximately 651 million yuan in 2024, accounting for 48.25% of total revenue [3] - Blue Lithium has terminated its participation in the GreenMei Indonesia project due to strategic adjustments by GreenMei, with no significant impact on its operations [4] Group 2 - Jinhaitong plans to invest up to 400 million yuan in the construction of a semiconductor equipment manufacturing center in Shanghai, covering an area of 55,000 square meters [5] - Kaiying Network's subsidiary has signed a settlement agreement with Legend IP, which is expected to positively impact profits by approximately 200 million yuan [6] - Newray plans to acquire 70% of PCB tool company Huilian Electronics for no more than 700 million yuan, enhancing its market position in the PCB tool sector [7] Group 3 - Longbai Group intends to acquire a 5.46% stake in Yunnan Guotai for 234 million yuan [8] - Dawi Technology's Zhangbei data center project is set to be completed by October 2025, primarily providing customized standard data center environments [9] Group 4 - Guobang Electronics reported a net profit of 508 million yuan for 2025, a year-on-year increase of 4.72%, despite a revenue decline of 7.92% [11] - Daotong Technology achieved a net profit of 935 million yuan in 2025, reflecting a significant year-on-year growth of 45.89% [12] - Jingchen Co. reported a net profit of 871 million yuan for 2025, with a growth of 6% year-on-year [13] Group 5 - Qizhou Dongfeng plans to repurchase shares worth between 50 million and 100 million yuan to implement an employee stock ownership plan [17] - Keri Technology's shareholders plan to reduce their holdings by a total of up to 3.13% of the company's shares [19] Group 6 - Roman Co. signed a 260 million yuan contract for a wind power project, with the company’s share of the contract amounting to approximately 190 million yuan [21] - Zhongke Haixun is expected to win projects totaling approximately 288 million yuan [22] - Shan Jian Co. won four construction projects with a total value of 4.834 billion yuan [23]

证券日报网讯2月11日，耐普矿机（300818）在互动平台回答投资者提问时表示，截至2026年2月10日收 盘，公司股东人数为11616户。 ...

智通财经APP讯， 耐普矿机(300818.SZ)发布公告，公司控股子公司NATIONAL MINING MACHINERYLLC(民族矿机有限责任公司)近日与蒙古国Oyu Tolgoi LLC签订了三年期《货物供应(及关 联服务)合同》，为Oyu Tolgoi LLC提供选矿设备耐磨备件以及工程和设计服务、咨询服务、安装技术 服务、售后服务等。 ...

Oyu Tolgoi LLC 是蒙古国最大的铜金矿开采企业，运营着位于南戈壁地区的奥尤陶勒盖（Oyu Tolgoi） 项目，是一个拥有超过 4600 万吨铜和2600 吨黄金总资源量的巨型矿床。2025 年矿山产量同比增长 50%，并计划未来四年露天矿和地下矿年均铜开采量达 50 万吨。该项目是全球规模领先的铜矿床之 一，由RioTinto（力拓）主导运营，对蒙古国经济及全球铜供应具有关键意义，属于全球超大铜业公 司，资金实力雄厚，本合同履约风险较小。 格隆汇2月11日丨耐普矿机(300818.SZ)公布，控股子公司NATIONALMINING MACHINERY LLC（民族 矿机有限责任公司）近日与蒙古国Oyu Tolgoi LLC 签订了三年期《货物供应（及关联服务）合同》，为 Oyu Tolgoi LLC提供选矿设备耐磨备件以及工程和设计服务、咨询服务、安装技术服务、售后服务等。 ...

格隆汇2月11日丨耐普矿机(300818.SZ)公布，控股子公司NATIONALMINING MACHINERY LLC（民族 矿机有限责任公司）近日与蒙古国Oyu Tolgoi LLC 签订了三年期《货物供应（及关联服务）合同》，为 Oyu Tolgoi LLC提供选矿设备耐磨备件以及工程和设计服务、咨询服务、安装技术服务、售后服务等。 Oyu Tolgoi LLC 是蒙古国最大的铜金矿开采企业，运营着位于南戈壁地区的奥尤陶勒盖（Oyu Tolgoi） 项目，是一个拥有超过 4600 万吨铜和2600 吨黄金总资源量的巨型矿床。2025 年矿山产量同比增长 50%，并计划未来四年露天矿和地下矿年均铜开采量达 50 万吨。该项目是全球规模领先的铜矿床之 一，由RioTinto（力拓）主导运营，对蒙古国经济及全球铜供应具有关键意义，属于全球超大铜业公 司，资金实力雄厚，本合同履约风险较小。 ...