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时代新材:公司签订约44.9亿元风电叶片销售合同
Xin Lang Cai Jing· 2025-10-12 07:53
时代新材公告,公司2025年7月1日至9月30日期间与风电各大主机厂签订了《叶片销售合同》,合同金 额总计约合人民币44.9亿元。合同分为海上风电项目和陆上风电项目两部分,其中海上风电项目合同金 额为4.42亿元,陆上风电项目合同金额为40.48亿元。合同标的物包括14-16MW海上风电叶片及相关服 务和6-10MW陆上风电叶片及相关服务。合同履行预计将对公司业绩产生积极影响,但具体对公司2025 年当期业绩的影响存在不确定性。 ...
轨交设备板块10月10日跌0.26%,交控科技领跌,主力资金净流入1.47亿元
Core Viewpoint - The rail transit equipment sector experienced a decline of 0.26% on October 10, with a notable drop in the stock of Jiaokong Technology, while the overall market indices also fell, with the Shanghai Composite Index down 0.94% and the Shenzhen Component Index down 2.7% [1][2]. Market Performance - The closing price of the Shanghai Composite Index was 3897.03, and the Shenzhen Component Index closed at 13355.42 [1]. - The rail transit equipment sector saw mixed performance among individual stocks, with notable gainers including Jinchuan Group (+3.60%) and Tieda Technology (+2.11%) [1]. Stock Details - Key stocks in the rail transit equipment sector included: - Jinchuan Group (603680) closed at 12.96 with a 3.60% increase and a trading volume of 63,100 shares, totaling 80.68 million yuan in transaction value [1]. - Jiaokong Technology (688015) led the decline with a closing price of 24.55, down 3.04%, and a trading volume of 24,000 shares, amounting to 5.91 million yuan [2]. Capital Flow - The rail transit equipment sector saw a net inflow of 147 million yuan from institutional investors, while retail investors experienced a net outflow of 168 million yuan [2][3]. - Notable capital flows included: - Times New Materials (600458) had a net outflow of 34.03 million yuan from institutional investors [3]. - Tianyi New Materials (688033) recorded a net inflow of 24.74 million yuan from institutional investors [3].
2025年1-8月中国铁路机车产量为488辆 累计增长20.5%
Chan Ye Xin Xi Wang· 2025-10-09 03:38
2020-2025年1-8月中国铁路机车产量统计图 数据来源:国家统计局,智研咨询整理 知前沿,问智研。智研咨询是中国一流产业咨询机构,十数年持续深耕产业研究领域,提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力,专注于提供完善的产业解决方案,为您的投资决策赋能。 上市企业:中国中车(601766),中国中铁(601390),中国铁建(601186),晋西车轴(600495),太原重 工(600169),时代新材(600458),神州高铁(000008),康尼机电(603111),辉煌科技(002296),晋 亿实业(601002) 相关报告:智研咨询发布的《2025-2031年中国铁路机车行业市场现状分析及未来前景规划报告》 根据国家统计局数据显示:2025年8月中国铁路机车产量为48辆,同比下降22.6%;2025年1-8月中国铁 路机车累计产量为488辆,累计增长20.5%。 ...
研判2025!中国超级电容器隔膜纸行业产业链、市场规模、竞争格局和发展趋势分析:行业技术壁垒突破,市场规模持续增长[图]
Chan Ye Xin Xi Wang· 2025-10-04 00:23
内容概要:作为超级电容器关键材料之一,超级电容器隔膜纸具有较高的技术壁垒。北美、欧洲、日本 等国家和地区经济和科技较发达,超级电容器隔膜纸行业起步较早,具有多年的生产应用历史,因此, 超级电容器隔膜纸的生产技术主要掌握在美国、日本等国家企业中。而我国由于对超级电容器隔膜纸的 关注度不足,行业起步较晚。但2017年以来超级电容器隔膜纸行业研究取得显著进展,不仅掌握了 20μm至50μm的全套型号产品生产技术,还打造出千万平方米级的示范生产线,使得我国超级电容器核 心材料彻底摆脱了进口依赖,完成了从"跟跑"到"领跑"的蜕变。数据显示,2024年中国超级电容器隔膜 纸行业市场规模达到4.51亿元,同比上涨17.9%。 相关上市企业:凯恩股份(002012)、时代新材(600458)、江海股份(002484)、风华高科 (000636)等。 二、超级电容器隔膜纸行业产业链 从产业链来看,超级电容器隔膜纸行业上游原材料包括纤维素纤维、聚丙烯、聚乙烯、聚四氟乙烯等, 这些材料通常具有良好的化学稳定性、高度的孔隙率和足够的孔隙连通性。中游是指超级电容器隔膜纸 的生产制造商。下游是指应用领域,即超级电容器行业。通过该行业最终 ...
时代新材:关于控股股东国有股权划转的提示性公告
(编辑 任世碧) 证券日报网讯 9月30日晚间,时代新材发布公告称,公司于2025年9月30日收到公司控股股东中车株洲 电力机车研究所有限公司(简称"中车株洲所")《关于筹划株洲时代新材料科技股份有限公司股权划转 的函》,为落实国务院国有资产监督管理委员会(简称"国务院国资委")层级压减相关工作要求,理顺 股权关系,中车株洲所决定将其持有的公司部分股份划转给中国中车股份有限公司(简称"中国中 车")。本次划转完成后,中国中车将成为公司的控股股东(划转前后中国中车通过直接和间接方式合 计持有公司的股权比例不变),公司的实际控制人仍为中国中车集团有限公司,最终实际控制人仍为国 务院国资委。公司控制权不会发生变化。本次国有股权划转不会对公司的正常生产经营产生影响。 ...
时代新材(600458) - 2025-061关于控股股东国有股权划转的提示性公告
2025-09-30 08:36
上述事项尚处于商议筹划阶段,尚未完成相关法定程序,公司将密切关注事 项的进展,并按照相关法律法规的规定,及时履行信息披露义务,敬请广大投资 者理性投资,注意投资风险。 特此公告。 株洲时代新材料科技股份有限公司董事会 2025 年 10 月 1 日 证券代码:600458 证券简称:时代新材 公告编号:临 2025-061 株洲时代新材料科技股份有限公司 关于控股股东国有股权划转的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 株洲时代新材料科技股份有限公司(以下简称"公司"或"时代新材")于 2025 年 9 月 30 日收到公司控股股东中车株洲电力机车研究所有限公司(以下简 称"中车株洲所")《关于筹划株洲时代新材料科技股份有限公司股权划转的函》, 为落实国务院国有资产监督管理委员会(以下简称"国务院国资委")层级压减 相关工作要求,理顺股权关系,中车株洲所决定将其持有的公司部分股份划转给 中国中车股份有限公司(以下简称"中国中车")。 本次划转完成后,中国中车将成为公司的控股股东(划转前后中国中车通过 直接和 ...
轨交设备板块9月24日涨0.44%,工大高科领涨,主力资金净流入2248.89万元
Market Overview - On September 24, the rail transit equipment sector rose by 0.44% compared to the previous trading day, with Gongda Gaoke leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Stock Performance - Gongda Gaoke (688367) closed at 20.99, up 5.16% with a trading volume of 35,500 shares and a turnover of 74.22 million yuan [1] - Jiuzhou Yitui (688485) closed at 13.31, up 3.26% with a trading volume of 18,300 shares and a turnover of 24.03 million yuan [1] - Jiao Da Sino (300851) closed at 27.76, up 3.16% with a trading volume of 11,100 shares and a turnover of 30.46 million yuan [1] - Other notable stocks include Langjin Technology (300594) up 2.95%, Kanni Electromechanical (603111) up 2.14%, and Shidai New Materials (600458) up 1.91% [1] Capital Flow - The rail transit equipment sector saw a net inflow of 22.49 million yuan from institutional investors, while retail investors experienced a net outflow of 0.94 million yuan [2] - The main capital inflow and outflow for specific stocks include: - Shidai New Materials (600458) had a net inflow of 33.77 million yuan from institutional investors [3] - Zhonghe Technology (000925) had a net inflow of 22.86 million yuan from institutional investors [3] - However, Shidai New Materials also saw a significant outflow from retail investors amounting to 61.71 million yuan [3]
研判2025!中国风电叶片芯材行业产业链、发展现状、企业分析及未来趋势分析:风电叶片大型化、轻量化趋势下,风电叶片芯材行业市场规模有望持续增长[图]
Chan Ye Xin Xi Wang· 2025-09-23 01:19
Core Viewpoint - The rapid development of China's wind power industry is driving significant growth in the demand for wind turbine blades and their core materials, particularly in the wind blade core material sector, which is expected to see its market size increase from 7.35 billion yuan in 2021 to 14.05 billion yuan in 2025, reflecting an 18.1% year-on-year growth [1][6]. Wind Blade Core Material Industry Overview - Wind blades are the core components of wind turbines, responsible for converting wind energy into mechanical energy, which is then transformed into electrical energy [2]. - The manufacturing materials for wind blades include various components such as reinforcement materials, core materials, matrix materials, surface coatings, and structural adhesives [2]. Key Materials in Wind Blade Structure - Core materials, which are crucial for enhancing the structural integrity of wind blades, are typically used in the skin and web of the blades to improve stiffness and reduce weight [3][4]. - Common core materials include balsa wood, PVC foam, and PET foam, with balsa wood being the primary material due to its favorable compressive and shear strength [3][4]. Industry Chain of Wind Blade Core Materials - The upstream of the wind blade core material industry consists of raw materials like balsa wood, PVC, and PET, with a high dependency on imports for balsa wood [4]. - The midstream involves the production and manufacturing of core materials, while the downstream pertains to the application in wind blade manufacturing [4]. Market Size and Growth - The market size for the wind blade industry in China is projected to grow from 29.4 billion yuan in 2021 to 56.2 billion yuan in 2025, driven by increasing installed capacity [5][6]. - The wind blade core material market is expected to expand from 7.35 billion yuan in 2021 to 11.9 billion yuan in 2024, with a forecasted growth to 14.05 billion yuan in 2025 [1][6]. Competitive Landscape - Key players in the wind blade core material industry include both wind blade manufacturers and specialized core material producers, such as Tian Sheng New Materials and Jiangsu Changyou Environmental Technology [8][9]. - Companies are focusing on vertical integration to reduce costs and enhance competitiveness in the market [8]. Development Trends in the Industry - The trend towards larger and lighter wind blades is driving demand for improved core materials, which must meet higher performance and cost-efficiency standards [12]. - PET foam is anticipated to become the mainstream material in the future due to its mechanical strength, lower cost, and recyclability compared to balsa wood and PVC foam [13]. - The demand for wind blade core materials is expected to rise in line with the increasing global demand for clean energy and the growth of wind power installations in China [14].
风电产业链双周度跟踪(9月第2期)-20250922
Guoxin Securities· 2025-09-22 05:14
Investment Rating - The investment rating for the wind power industry is "Outperform the Market" (maintained rating) [1] Core Views - The offshore wind sector is expected to see significant project launches in Jiangsu and Guangdong in the first half of 2025, with a projected average annual installation of over 20GW during the 14th Five-Year Plan period, surpassing the previous plan's levels. The onshore wind sector is anticipated to reach a historical high of 100GW in installations in 2025, with component manufacturers experiencing growth in both volume and price [4][5] - The report suggests focusing on three main areas: 1) Leading companies in export layouts such as pile foundations and submarine cables; 2) Domestic manufacturers with bottoming profits and accelerating exports; 3) Component manufacturers benefiting from simultaneous volume and profit growth opportunities in 2025 [5] Summary by Sections Industry News - The wind power sector has generally risen in the past two weeks, with the top three performing segments being bearings (+14.9%), complete machines (+12.5%), and blades (+11.7%). The top three individual stocks were Jinlei Co. (+20.1%), Wuzhou Xinchun (+19.4%), and Yunda Co. (+17.6%) [3] Market Performance - As of mid-September 2025, the cumulative public bidding capacity for wind turbines in China is 68.6GW, with a 13% decrease year-on-year. The average winning bid price for onshore wind turbines (excluding towers) is 1,533 CNY/kW [7][8] - In 2024, the total public bidding capacity for wind turbines is projected to be 107.4GW, a 61% increase year-on-year, with onshore wind turbines accounting for 99.1GW of this total [7][8] Installation Data - In 2024, the total new wind power installation capacity is expected to be 79.8GW, with onshore wind contributing 75.8GW and offshore wind 4.0GW. The report forecasts new installations of 130GW from 2025 to 2027 [8][39] Investment Recommendations - The report recommends focusing on companies such as Goldwind Technology, Oriental Cable, and others that are positioned well for growth in the wind power sector [5]
轨交设备板块9月19日跌0%,通业科技领跌,主力资金净流出1.4亿元
Market Overview - On September 19, the rail transit equipment sector experienced a slight decline of 0.0% compared to the previous trading day, with Tongye Technology leading the drop [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Individual Stock Performance - Notable gainers in the rail transit equipment sector included: - China Railway Industry (600528) with a closing price of 8.51, up 2.16% on a trading volume of 325,800 shares and a transaction value of 276 million yuan [1] - Times Electric (688187) closed at 48.50, up 0.79% with a trading volume of 78,900 shares and a transaction value of 384 million yuan [1] - Conversely, Tongye Technology (300960) led the declines with a closing price of 27.66, down 3.92% on a trading volume of 22,400 shares and a transaction value of 63.2 million yuan [2] - Other significant decliners included: - Weiao Co., Ltd. (605001) down 3.25% to 7.45 with a transaction value of 77.2 million yuan [2] - Tieda Technology (872541) down 3.23% to 16.16 with a transaction value of 56.7 million yuan [2] Capital Flow Analysis - The rail transit equipment sector saw a net outflow of 140 million yuan from main funds, while retail investors contributed a net inflow of 111 million yuan [2] - The sector also experienced a net inflow of 28.7 million yuan from speculative funds [2]