格隆汇2月12日｜上交所发布关于对双良节能系统股份有限公司及有关责任人予以监管警示的决定，其 中指出，当前，"商业航天"属于市场较为关注的热点概念，为投资者高度关注。公司发布相关信息，应 当审慎、准确、客观，并充分提示不确定性风险，避免对投资者产生误导。公司在微信公众号中发布涉 及"商业航天"海外订单信息，但未说明相关订单的供货方式、销售规模及对公司整体经营影响较小等具 体情况，也未就后续订单的不确定性等情况充分提示风险，可能对投资者决策产生误导，公司直至监管 督促后才发布公告予以说明，相关信息发布不准确、不完整，风险提示不充分。上交所决定，对双良节 能系统股份有限公司及时任董事会秘书杨力康予以监管警示。 ...

上交所：对双良节能系统股份有限公司及时任董事会秘书杨力康予以监管警示。 ...

消息面上，2月12日午后，双良节能官方微信公众号发布信息称，双良节能近日先后获得3个海外订单，共计12台高效换热器设备，将用于SpaceX星舰发 射基地扩建配套的燃料生产系统。这是继前期合作后，该产品再度应用于SpaceX星舰发射基地，充分印证了海外客户对双良节能产品可靠性的高度信 任。 【导读】获SpaceX星舰发射基地订单，双良节能午后直线拉涨停 一则消息引爆股价，双良节能（600481）午后直线拉涨停。 获SpaceX星舰发射基地订单 双良节能直线拉涨停 2月12日午后，双良节能股价异动，直线拉涨停。截至收盘，该股报10.71元/股，总市值为201亿元。 据悉，SpaceX正加速推进星舰发射能力建设，计划在佛罗里达州卡纳维拉尔角新建三座发射台，分别毗邻NASA肯尼迪航天中心LC-39A发射场及卡纳维 拉尔角太空军基地LC-37发射场。随着星舰发射频次持续提升，相关装备供应链迎来指数级增长机遇。 双良节能表示，该系列订单不仅体现了国际市场对双良节能技术实力与交付体系的高度认可，也为中国高端制造进一步融入全球商业航天产业链注入强劲 动力。未来，双良节能将依托高端装备硬核实力，持续加强与世界500强企业的紧密 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2月12日下午，双良节能（600481）快速直线涨停，最高封单金额达11亿元，当天成交金额达17.62亿 元。 就在公司股价涨停前，双良集团官方微信在13时02分发布市场快讯，宣布双良节能近日先后获得3个海 外订单，共计12台高效换热器设备，将用于SpaceX星舰发射基地扩建配套的燃料生产系统。 （具体报道：利好突袭，午后直线涨停！600481，宣布获得SpaceX星舰发射基地订单！） 2月12日晚间，双良节能发布关于海外订单的说明公告，称上述订单供货标的为高效换热器，合计总金 额约170万欧元（约为人民币1392.3万元），订单总金额对公司经营业绩无重大影响。 双良节能方面在市场快讯中表示："该系列订单不仅体现了国际市场对双良节能技术实力与交付体系的 高度认可，也为中国高端制造进一步融入全球商业航天产业链注入强劲动力。未来，双良节能将依托高 端装备硬核实力，持续加强与世界500强企业的紧密合作，撬动更广阔的海外市场。" 在2月12日晚间披露的说明公告中，双良节能表示，公司目前主营业务产品包括节能节水产品、新能源 装备和光伏产品，主要下 ...

盘后紧急公告。 双良节能（600481）2月12日盘后发布关于海外订单的说明公告称，公司在2025年10月25日和2026年1月9日签订的3项订单， 供货标的为高效换热器，合 计总金额约170万欧元（以1欧元≈8.19元人民币的汇率换算，订单总金额约为人民币1392.30万元），订单总金额占公司2024年度经审计的营业收入的比例 约为0.11% ，对公司经营业绩无重大影响。 公司目前主营业务产品包括节能节水产品、新能源装备和光伏产品，主要下游应用领域有新能源发电、钢铁、煤化工、火电等，商业航天不是公司产品主 要的应用领域， 本次订单是公司通过为国际工业气体企业的燃料项目供应换热器间接参与了相关商业航天项目，未直接与SpaceX发生合作，公司为项目 非独家间接供应商。 双良节能称，公司相关订单的获取受商业航天项目建设及扩产规划的影响较大，未来订单的获取存在一定的不确定性。此外，国际政治、经济、外交关系 等因素可能影响国际合作项目的推进，如贸易摩擦、地缘政治冲突等可能导致项目暂停或终止，敬请广大投资者注意相关风险。 据了解，双良节能于2月12日13:25在其微信公众号上发布了一篇名为《双良节能再获海外订单，助力商 ...

Core Viewpoint - Recently, the company announced the acquisition of three overseas orders for high-efficiency heat exchangers, totaling approximately €1.7 million, to support the expansion of SpaceX's fuel production system at its launch base [1][2]. Group 1: Order Details - The three orders were signed on October 25, 2025, and January 9, 2026, with a total value of approximately €1.7 million, equivalent to about RMB 13.92 million [1]. - The total order amount represents approximately 0.11% of the company's audited revenue for the fiscal year 2024, indicating that it will not have a significant impact on the company's operating performance [1]. Group 2: Business Context - The company's main products include energy-saving and water-saving products, new energy equipment, and photovoltaic products, with key applications in sectors such as new energy generation, steel, coal chemical, and thermal power [2]. - The recent orders are not part of the company's primary application areas, as commercial aerospace is not a major focus; instead, the company is indirectly involved in commercial aerospace projects by supplying heat exchangers for fuel projects to international industrial gas companies [2]. - The acquisition of related orders is significantly influenced by the construction and expansion plans of commercial aerospace projects, indicating a degree of uncertainty in future order acquisition [2].

Group 1 - Fuda Alloy's controlling shareholder Wang Dawu plans to reduce his stake by up to 3% of the company's total shares, amounting to a maximum of 406.34 million shares, due to personal funding needs [1] - ST Songfa's subsidiary signed contracts for the construction of 17 vessels, with a total contract value between 1.6 billion to 1.8 billion USD [2] - Pairui Co. signed a technical cooperation agreement with a university to develop large-capacity power semiconductor devices and related power electronic modules, effective for three years [3] Group 2 - Shuangliang Energy indirectly participates in commercial aerospace projects, supplying heat exchangers for SpaceX's fuel production system, with orders totaling approximately 1.39 million CNY [4] - Hangya Technology plans to issue convertible bonds to raise up to 600 million CNY for various projects, including an intelligent manufacturing base in Malaysia [5] - Yuhua Development is publicly selling assets with a base price of 251 million CNY for residential properties [6] Group 3 - Penghui Energy plans to invest 2.1 billion CNY in a new battery production project in Zhengyang County, Henan Province, focusing on high-performance battery products [7] - Haige Communication's shareholder Yang Haizhou intends to reduce his stake by up to 0.1624% of the company's total shares [8] - Yaoshi Technology's controlling shareholder pledged 5.13% of shares to repay loans, with a pledge period from February 10, 2026, to February 2, 2027 [9][10] Group 4 - Hanyu Pharmaceutical received FDA approval for its drug Acetate Glatiramer Injection, used for treating relapsing multiple sclerosis [11] - Baiyao Tai's GoliMab Injection received EMA approval for various indications, including rheumatoid arthritis and ulcerative colitis [12] - Jiangxi Tungsten Equipment plans to issue A-shares to raise up to 1.882 billion CNY for acquisitions [13] Group 5 - Hesong New Materials expects to recognize asset impairment provisions between 23.6 million to 28.5 million CNY for 2025 [14] - ST Meichen's subsidiary is involved in two major lawsuits with a total amount of approximately 31.9 million CNY [15] - China Coal Energy reported a 7.3% year-on-year decline in coal sales for January 2026, with total sales of 20.05 million tons [16] Group 6 - Yida Co. plans to adjust its epoxy propylene derivative project, reducing the total investment from 845 million CNY to 642 million CNY [17] - Fosun Pharma's subsidiary received approval for a clinical trial of HLX15-SC for multiple myeloma treatment [18][19] - Yinfeng Communication's board members and executives have terminated their share reduction plan [20] Group 7 - Huazhong High-tech has waived its preferential purchase rights for a fund, extending the investment period from three to four years [21] - Warner Pharmaceuticals plans to participate in a national drug procurement program, with expected sales of 176 million CNY [22] - Changling Hydraulic announced a tender offer to acquire 12% of its shares at a price of 35.82 CNY per share [23] Group 8 - ST Chuan Zhi's stock may face delisting due to financial data falling below regulatory thresholds [24] - Tian Pharmaceutical and its subsidiaries are participating in a national drug procurement program, with expected sales of 323 million CNY [25] - China Metallurgical Group signed new contracts worth 73.65 billion CNY in January 2026 [26] Group 9 - Torus plans to invest 21.2 million CNY in a venture capital fund focused on artificial intelligence [27] - Shangwei Co. received a government subsidy of 1.764 million CNY, representing 10.79% of its net profit for 2024 [28] - Hanghua Co. reported a 21.97% decline in net profit for 2025, with total revenue of 1.249 billion CNY [29] Group 10 - Huaxia Bank reported a 1.72% decline in net profit for 2025, with total revenue of 91.914 billion CNY [30] - Guotou Fengle plans to transfer 51% of its stake in Hubei Fengle Ecological Fertilizer to optimize management [31] - Huaru Technology is co-investing in a fund with a total commitment of 20 million CNY [32] Group 11 - Jindike reported a loss of 173 million CNY for 2025, despite a 40.13% increase in revenue [33] - Zhenong Co. announced a 0.52% increase in shares held by a major shareholder [34] - Maike Audi plans to recognize asset impairment provisions of approximately 52.55 million CNY [35] Group 12 - Fuan Pharmaceutical's subsidiary is expected to be selected for a national drug procurement program, with projected sales of 680 million CNY [36] - Rundu Co. is participating in a national drug procurement program, with some products expected to be selected [37] - Changqing Co. has postponed its large-scale die-casting project to March 2027 due to customer requirements [38] Group 13 - Pan Asia Micro透 received a patent for a graphene-based automotive headlight defogging device [39] - Luan An Huan Neng reported a 17.1% increase in raw coal production for January 2026, totaling 5 million tons [40] - Guangji Pharmaceutical received a drug registration certificate for Mecobalamin Tablets [41] Group 14 - Ruifeng New Materials announced the resignation of its deputy general manager for personal reasons [42] - Zhiguang Electric's subsidiary signed a procurement contract for energy storage equipment worth 210.4 million CNY [43] - Youyan Powder Materials reported a 19.41% increase in net profit for 2025 [44] Group 15 - Jincheng reported a 22.2% increase in net profit for 2025, with total revenue of 253 million CNY [46]

格隆汇2月12日丨双良节能(600481.SH)公布，2026年2月12日，公司在微信公众号发布了一篇名为《双 良节能再获海外订单，助力商业航天太空探索》的市场快讯，主要内容为"近日，双良节能先后获得3个 海外订单，共计12台高效换热器设备，将用于SpaceX星舰发射基地扩建配套的燃料生产系统。这是继 前期合作后，该产品再度应用于SpaceX星舰发射基地，充分印证了海外客户对双良节能产品可靠性的 高度信任。"为使投资者准确理解公司相关业务情况，现就有关事项补充说明并风险提示如下： 公司目前主营业务产品包括节能节水产品、新能源装备和光伏产品，主要下游应用领域有新能源发电、 钢铁、煤化工、火电等，商业航天不是公司产品主要的应用领域，本次订单是公司通过为国际工业气体 企业的燃料项目供应换热器间接参与了相关商业航天项目，未直接与SpaceX发生合作，公司为项目非 独家间接供应商。 公司本次3项订单分别签订于2025年10月25日和2026年1月9日，供货标的为高效换热器，合计总金额约 170万欧元（以1欧元≅8.19人民币的汇率换算，订单总金额约为人民币1,392.30万元），订单总金额占公 司2024年度经审计的营 ...

涨停分析 光伏+液冷|1.作为中国最大的光伏多晶硅生... > 今日午后开盘10分钟左右，双良节能股价异动，并快速拉向涨停。截至收盘，其股价报10.71元/股，市值为201亿元。消息面上，今日 13：02，双良节能在微信公众号上发布"近日再获3个海外订单"消息，而交易关联方正是马斯克旗下太空探索技术公司Space X。 双良节能(600481) 02-12 16:39:08 沪 融 | 10.71 | 所属行业：机械设备 +0.65% > | | 查看所属板块 > | | | --- | --- | --- | --- | --- | | +0.97 +9.96% | | 光伏 +0.48% 最相关 | 智能制造 +0.47% | | | 今 开 9.67 | | 最 高 | 10.71 成交量 | 177万手 | | 昨 收 9.74 | | 最低 | 9.41 成交额 | 17.6亿 | | 市盈动 | -27.69 换手率 | | 9.46% 总市值 | 201亿 | 双良节能公告指出，其目前主营业务产品包括节能节水产品、新能源装备和光伏产品，主要下游应用领域有新能源发电、钢铁、煤化工、火 电等，商业航 ...

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个别及连带责任。 一、情况说明 2026 年 2 月 12 日，双良节能系统股份有限公司（以下简称"公司"）在微 信公众号发布了一篇名为《双良节能再获海外订单，助力商业航天太空探索》的 市场快讯，主要内容为"近日，双良节能先后获得 3 个海外订单，共计 12 台高 效换热器设备，将用于 Space X 星舰发射基地扩建配套的燃料生产系统。这是继 前期合作后，该产品再度应用于 Space X 星舰发射基地，充分印证了海外客户对 双良节能产品可靠性的高度信任。"为使投资者准确理解公司相关业务情况，现 就有关事项补充说明并风险提示如下： | 证券代码：600481 | 证券简称：双良节能 | 编号：2026-011 | | --- | --- | --- | | 转债代码：110095 | 转债简称：双良转债 | | 双良节能系统股份有限公司 关于海外订单的说明公告 第 1 页 共 2 页 二、其他风险提示 1、公司股票价格在 2026 年 2 月 12 日当日波动较大，单日振幅达到 13.35% ...