证券代码：600592 证券简称：龙溪股份 编号：2025-010 福建龙溪轴承（集团）股份有限公司 关于会计政策变更的公告 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。 重要内容提示： 会计政策变更的主要内容：本次变更会计政策依据财政部发布的《会计 准则解释第 17 号》《企业会计准则应用指南汇编 2024》以及《企业会计准则解 释第 18 号》相关规定，对公司的会计政策进行相应变更。 二、本次会计政策变更的主要内容及影响 （一）执行《企业会计准则解释第 17 号》。 1.执行时间 公司自 2024 年 1 月 1 日起执行《企业会计准则解释第 17 号》； 2.对公司的影响 会计政策变更的影响：本次变更涉及以前年度的追溯调整，不会对公司 财务状况、经营成果产生重大影响。 一、本次会计政策变更概况 2023 年 11 月，财政部发布《企业会计准则解释第 17 号》，规定了"关于 流动负债与非流动负债的划分""关于供应商融资安排的披露""关于售后租回 交易的会计处理"的相关内容，该解释规定自 2024 年 1 月 1 日起施 ...

| 项目 | 2024 年度确认金额（万元） | | --- | --- | | 一、信用减值损失 | 150.04 | | 其中：应收票据坏账损失 | -13.35 | | 应收账款坏账损失 | 373.05 | | 其他应收款坏账损失 | -209.66 | | 二、资产减值损失 | 6,697.82 | | 其中：存货跌价损失 | 5,331.78 | | 固定资产减值损失 | 1,366.04 | | 合计 | 6,847.86 | 证券代码：600592 证券简称：龙溪股份 编号：2025-012 福建龙溪轴承（集团）股份有限公司 关于计提资产减值准备的公告 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。 福建龙溪轴承（集团）股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日以现场结合通讯方式召开九届六次董事会，审议通过《关于计提资产减值 准备的议案》，根据《企业会计准则》及公司会计政策与会计估计的相关要求， 对截止 2024 年 12 月 31 日的各项资产进行了减值迹象的识别和测试，并根据结 果对 ...

龙溪股份（600592）公告，2025年第一季度营业收入4.09亿元，同比下降13.77%。净利润2982.43万 元，同比下降15.38%。 ...

赛事的热度引爆了人形机器人赛道，昨日，A股人形机器人概念股午后显著拉升。截至下午收盘，相关 概念股涨多跌少，其中，震裕科技（300953）、万达轴承、奥比中光、利亚德涨幅皆超10%；福莱新材 （605488）涨停；强瑞技术（301128）、鸣志电器（603728）、伟创电气、斯菱股份（301550）、日盈 电子（603286）、风语筑、汉威科技（300007）、翔楼新材（301160）、绿的谐波、天奇股份 （002009）、超捷股份（301005）等均涨超7%。 港股方面，昨日港股休市，此前一个交易日优必选和小米集团均收涨。前者4月17日收盘涨0.36%报 70.450港元/股，换手率0.76%，振幅2.35%，成交额2亿港元；后者当日收盘涨1.70%报41.95港元/股，换 手率0.89%，振幅4.24%，成交额79.1亿港元。 AI+机器人投资机会涌现 商报讯(记者叶晓珺)周末的人形机器人马拉松比赛，掀起了行业热潮，也引爆了二级市场。昨日早间， 人形机器人指数上涨0.84%，报9440.57，成交额212.36亿元，东方锆业（002167）、奥比中光领涨。港 股方面，虽说昨日休市，但概念股小米和优必选此前 ...

Core Viewpoint - The large aircraft concept is experiencing significant growth, with companies like Hangfa Technology and Longxi Co. reaching their daily price limits, indicating strong market interest and potential investment opportunities in the aerospace sector [1] Group 1: Market Performance - Hangfa Technology and Longxi Co. have hit their daily price limits, while Hangya Technology has increased by over 10%, reflecting a bullish trend in the aerospace industry [1] - Other companies such as Aileda, Kede CNC, Hangyu Technology, Beimo High-tech, and Hangfa Control also showed positive performance, indicating a broader market rally in this sector [1] Group 2: Industry Outlook - According to a report by Tianfeng Securities, China's commercial aircraft manufacturing and engine industry may be on the verge of a historic development opportunity [1] - The demand for new commercial engines in China is expected to exceed $600 billion over the next 20 years (2023-2042), averaging an annual demand of over 200 billion RMB, highlighting the vast market potential [1]

Investment Rating - The report assigns an "Outperform" rating for the company [6]. Core Views - The company is a leading manufacturer of joint bearings, benefiting from the growth opportunities in humanoid robotics [1][4]. - The joint bearing market is a niche with high technical barriers, and the company holds over 75% market share in China [2][3]. - The company has established itself as a core supplier for humanoid robots, with significant growth potential in this sector [4][3]. Company Overview - The company has over 60 years of experience in joint bearings and is the largest supplier and exporter in China [1][15]. - It has participated in key national projects, including C919 and Shenzhou, and has a strong presence in both domestic and international markets [1][27]. - The company has a complete manufacturing chain with over 10,000 varieties of joint bearings [21]. Financial Analysis - The company has shown steady revenue growth, with a CAGR of 17.60% from 2017 to 2023, reaching 1.904 billion yuan in 2023 [32][33]. - The net profit is projected to grow from 171.4 million yuan in 2024 to 259.8 million yuan in 2026 [4][5]. - The joint bearing segment has a gross margin exceeding 45%, contributing significantly to the company's profitability [32][42]. Market Trends - The global joint bearing market is estimated at approximately 10-15 billion yuan, with the company positioned to capture a significant share due to its technological advantages [2][3]. - The demand for joint bearings in humanoid robots is expected to drive future growth, as traditional bearings cannot meet the multi-degree-of-freedom requirements [3][4]. Profitability and Valuation - The company's stock is valued between 21.58 and 24.27 yuan, with projected PE ratios of 36, 29, and 24 for the years 2024 to 2026 [4][6]. - The company has maintained a stable net profit margin, with a recovery to 10.11% in the first three quarters of 2024 [42][43].

Investment Rating - The report maintains an "Outperform" rating for the machinery equipment industry [5]. Core Views - The humanoid robot sector is rapidly advancing, with Tesla's humanoid robot aiming for mass production of 5,000 units by 2025. Domestic companies like Yushutech and ZhiYuan Robotics are also innovating quickly, focusing on key components such as reducers and sensors [3][4]. - AI infrastructure is experiencing growth driven by demand for data centers, benefiting companies involved in cooling systems [4]. - The low-altitude economy is progressing with infrastructure initiatives, aiming to create a unified air traffic management network [4]. Industry Dynamics - Humanoid Robots: Recent demonstrations include the release of a dexterous hand technology by Xingdong Era and a boxing video by Yushutech [1][18]. - Smart Welding: The application of pipeline welding robots by China National Petroleum has achieved scale [20]. - Low-altitude Economy: New companies and initiatives are being established to support the development of low-altitude economic infrastructure [21][26]. Company Dynamics - Yushutech and Chang'an Automobile signed a strategic cooperation agreement to collaborate on robotics technology [31]. - ZhiYuan Robotics participated in a roundtable discussion on economic trends [22]. - A joint venture was established between Junpu Intelligent and ZhiYuan Robotics to focus on humanoid robots [29]. Event Outlook - A humanoid robot half-marathon is scheduled to take place in Beijing on April 19, 2025, featuring humanoid robots competing alongside human participants [37]. Key Company Profit Forecasts and Investment Ratings - Companies such as Lide Harmony, Mingzhi Electric, and Huichuan Technology are rated as "Outperform" with various earnings per share (EPS) forecasts for 2023 and 2024 [9].

Group 1 - The stock of Longxi Co., Ltd. has experienced a significant increase, with 5 out of 7 trading days resulting in a trading halt, leading to a cumulative increase of 44.14% [1] - The stock's turnover rate reached 66.37%, with a trading volume of 5.8673 million shares and a transaction amount of 113 million yuan as of 9:30 AM [1] - The total market capitalization of the stock in the A-share market is currently 7.671 billion yuan [1] Group 2 - As of March 5, the margin trading balance for Longxi Co., Ltd. is 341 million yuan, with a financing balance of 341 million yuan, reflecting an increase of 2.5643 million yuan or 0.76% from the previous trading day [1] - Over the past 7 days, the margin trading balance has increased by 52.2797 million yuan, representing a growth of 18.13% [1] - The stock has appeared on the Dragon and Tiger list twice due to a cumulative deviation in the increase of 20% over three consecutive trading days, with institutional net purchases amounting to 67.3061 million yuan [1] Group 3 - For the first three quarters of 2024, Longxi Co., Ltd. reported total operating revenue of 1.583 billion yuan, marking a year-on-year growth of 12.18% [1] - The net profit for the same period was 166 million yuan, showing a slight decline of 0.27% year-on-year [1]

证券代码：600592 证券简称：龙溪股份 编号：2025-005 福建龙溪轴承（集团）股份有限公司 股票交易异常波动公告 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。 重要内容提示： ●福建龙溪轴承（集团）股份有限公司（以下简称"公司"）股票于2025年3 月3日、3月4日、3月5日连续三个交易日内收盘价格涨幅偏离值累计超过20％， 属于股票交易异常波动。 ●经公司自查并通过向控股股东、实际控制人书面发函查证，截至本公告披 露日，不存在应披露而未披露的重大事项或重大信息。 ●公司主营业务为关节轴承、圆锥滚子轴承、齿轮/变速箱的研发、生产与销 售。公司基本面未发生变化，但今年以来，面临着市场竞争日趋激烈、人工成本 持续攀升及产品出口加征关税等诸多困难和挑战，公司将积极主动采取措施，力 争主营业务及经营业绩保持平稳。 ●公司注意到近期市场上关于人形机器人相关热点概念的关注度较高，公司 人形机器人领域配套产品关节轴承目前仍处于研制或小批送样、试验阶段，且未 来该领域的业务存在重大不确定性。2024年至今，该业务产品收入仅为130 ...

漳州市人民政府国有资产监督管理委员会 关于龙溪股份股价异常波动征询函的回复 漳州市九龙江集团有限公司作为福建龙溪轴承(集团) 股份有限公司(以下简称"龙溪股份")的控股股东,截至 目前,除龙溪股份在指定媒体已披露信息之外,我司不存在 影响龙溪股份股票交易异常波动的重大事项;不存在其他应 披露而未披露的重大信息,包括但不限于重大资产重组、股 份发行、收购、债务重组、业务重组、资产剥离、资产注入、 股份回购、股权激励、引进战略投资者等重大事项。 我委亦将严格遵守《上海证券交易所股票上市规则》等 有关规定,依法履行信息披露义 特此回复。 漳州市人民政府 管理委员会 2025年3月 漳州市九龙江集团有限公司关于龙溪股份 股票交易异常波动征询函的回复 福建龙溪轴承(集团)股份有限公司: 我司于 2025年 3 月 5 日收到贵司发来的《福建龙溪轴 承(集团)股份有限公司关于股价异常波动的征询函》,经 我司自查确认,现回复如下: 福建龙溪轴承(集团)股份有限公司: 我委于 2025年3月5日收到贵司发来的《福建龙溪轴 承(集团)股份有限公司关于股票交易异常波动的征询函》, 经我委自查确认，现回复如下: 漳州市人民政府国有 ...