专利摘要显示，本发明提供了一种带钢表面吹扫装置，涉及带钢轧制技术领域，该带钢表面吹扫装置包 括固定框架、上气刀组件、下气刀组件、上输气管和下输气管，上气刀组件设置在固定框架内，上气刀 组件的长度方向与第一方向平行，下气刀组件设置在上气刀组件下方，上输气管设置在上气刀组件的上 方并于上气刀组件连通，下输气管设置在下气刀组件的下方并于下气刀组件连通，上气刀组件和下气刀 组件用于对沿着第二方向穿过上气刀组件和下气刀组件之间间隙的钢带进行吹扫，其中，第一方向为固 定框架的长度方向，第二方向为固定框架的宽度方向，第一方向与第二方向垂直。 中国第一重型机械股份公司，成立于2008年，位于齐齐哈尔市，是一家以从事专用设备制造业为主的企 业。企业注册资本685778.2927万人民币。通过天眼查大数据分析，中国第一重型机械股份公司共对外 投资了32家企业，参与招投标项目3430次，财产线索方面有商标信息8条，专利信息2088条，此外企业 还拥有行政许可333个。 金融界2025年8月16日消息，国家知识产权局信息显示，一重集团大连工程技术有限公司;中国第一重型 机械股份公司申请一项名为"一种带钢表面吹扫装置"的专利，公开号C ...

Investment Rating - The report maintains an "Outperform" rating for the industry [4] Core Insights - The report emphasizes the significance of the Yarlung Tsangpo River downstream hydropower project, which aims to harness the region's abundant hydropower potential and drive economic development [1][10] - The development of large-capacity impulse turbines, with a single unit capacity of approximately 800 MW, represents a world-first achievement, addressing extreme challenges in high-altitude and high-head environments [1][10] - The gas-insulated transmission line (GIL) technology is highlighted for its advantages in high-capacity power transmission, low losses, and adaptability to various environments, making it a preferred choice in special scenarios [2][26] Summary by Sections 1. Large Capacity Impulse Turbines - The Yarlung Tsangpo River downstream hydropower project is set to utilize impulse turbines with a capacity of 800 MW, surpassing current global standards [1][10] - The project faces significant technical challenges due to high water heads and extreme environmental conditions, necessitating advanced turbine designs and manufacturing techniques [10][11] 2. Gas-Insulated Transmission Lines (GIL) - GIL technology is recognized for its ability to efficiently transmit high voltage and large currents in confined spaces, making it suitable for urban and challenging geographical environments [2][26] - The report notes successful applications of GIL in various projects, including the Su Tong GIL comprehensive corridor, which is the highest voltage and largest capacity GIL project globally [27][33] 3. High-Altitude Electrical Equipment - The report discusses the need for altitude adjustments in electrical equipment due to the unique challenges posed by high-altitude environments, particularly in the Yarlung Tsangpo River project [2][3] - The development of high-altitude, high-seismic equipment is crucial for the effective transmission and consumption of clean energy [2][3] 4. Reliable Key Supply Chain - The report identifies key companies in the supply chain for hydropower equipment, including Harbin Electric, Dongfang Electric, and China XD Electric, among others [3][4] - The supply chain's reliability is essential for supporting the ambitious hydropower projects outlined in national plans [3][4]

Core Viewpoint - The construction of the first commercial controlled nuclear fusion power plant in the U.S. by Helion Energy marks a significant step towards the commercialization of fusion energy, with plans to supply power to Microsoft by 2028 [3][5]. Group 1: Company Developments - Helion Energy has initiated site construction for its controlled nuclear fusion power plant named "Orion" in Chelan County, Washington, which is a crucial milestone for integrating fusion power into the grid [3]. - The company has signed a power purchase agreement with Microsoft to supply 50 MW annually starting in 2028 [5]. - Helion's technology utilizes a magnetic inertial confinement approach, specifically the Field-Reversed Configuration (FRC) method, which is simpler and more cost-effective compared to the Tokamak technology, with construction costs estimated to be only 1/5 to 1/10 of Tokamak systems [5]. Group 2: Industry Context - Other companies in China, such as Hanhai Fusion and Xingneng Xuanguang, are also pursuing similar FRC technology, indicating a growing interest in fusion energy [6]. - A recent industry seminar in Shanghai attracted over 20 companies and nearly 30 financial institutions to discuss the future of controlled nuclear fusion, highlighting its status as a hot topic in the capital market [7]. - Nearly 50 controlled nuclear fusion concept stocks have been actively researched by investors this year, with significant interest in companies like Ice Wheel Environment and Antai Technology, which have received multiple investor inquiries [7]. Group 3: Financial Performance - Several controlled nuclear fusion concept stocks have reported significant earnings growth for the first half of 2025, with Yongding Co. expecting a net profit increase of 731% to 922% year-on-year, primarily due to increased investment income [8]. - Baosheng Co. anticipates a net profit increase of 167.98% to 301.98% for the same period, driven by the market recognition of high-value products [8].

7月28日从中国一重集团有限公司（以下简称"中国一重"）获悉，"500MW 级冲击式水轮机转轮高强韧 制造技术及装备"项目日前迎来阶段性进展，由中国一重牵头承担的核心课题——"超大超厚转轮锻件冶 —锻—热一体化强韧制造技术"成功通过"里程碑"节点验收。 该成果标志着我国掌握了500MW级全尺寸冲击式水轮机转轮锻件的极端制造能力，为国家重大水电工 程建设和能源安全提供了坚实的核心装备保障。 作为冲击式水轮发电机组的"心脏"，500MW级锻焊结构冲击式水轮机转轮由轮毂和水斗锻件焊接而 成，其超长服役寿命与极高可靠性等特点对锻件的高强度与高韧性提出了极限要求。高质量稳定批量化 制造超大、异形、高性能转轮体全尺寸锻件是世界级工程挑战。 项目研发团队展开深度协同攻关，创新构建了贯穿材料成分优化设计、精准锻造成型控制、加工资源高 效协同、热处理工艺精细调控的全链条一体化强韧制造体系。团队不仅成功解决了制约超大型冲击式转 轮制造的问题，更建立了全尺寸锻件高质量稳定制造的核心能力，圆满达成课题节点目标，为未来工程 应用铺平道路。 专家组一致认定，中国一重研制的全尺寸锻焊结构转轮锻件，具备优异且稳定的高性能储备及超高的组 织均 ...

转自：新华财经 由中国一重集团支持、东风村驻村第一书记李海旺推动引进的八十台智能化水冷空调系统，有效解决了传统香菇种植的痛点：菌棒在智能恒温环境下生长，成活率从约70%跃升至98%，奠定了丰 多元融合，绽放振兴之花 科技之力让香菇在智能温室中稳定生长，实现了效益与效率的双提升。智慧菇棚正深刻改变着东风村的面貌：土地效益激增，昔日的135亩农田，年收益仅约35万元，如今依托现代化菇棚，年产 持续投入，绘就未来新图景 东风村的振兴故事仍在续写。中国一重集团表示将继续加大帮扶力度，协调政府支持，对接央企资源，进一步夯实产业发展基础。今年年内计划新建11栋智能大棚、3座冷库并改造提升50栋现有 从中国一重集团的倾力帮扶，到水冷科技的精准应用；从资源循环利用，到全产业链的蓬勃发展——东风村以小小的香菇，做出了乡村振兴的大文章。（谢奕林） 编辑：幸骊莎 "产业振兴是乡村振兴的重中之重"。在安徽宿州泗县东风村一座座现代化的香菇大棚内，菌香四溢，一粒粒饱满的香菇，承载着致富的希望，在科技赋能下，撑起了产业兴、乡村美、农民富的新 央企担当，筑就产业高地 中国一重集团积极履行央企责任，目前已累计投入帮扶资金1050万元，并成功撬 ...

Core Viewpoint - A technological breakthrough in hydrogenation reactor manufacturing by China is reshaping the global energy landscape, previously dominated by Western countries [1][5][19]. Group 1: Technological Breakthrough - The 3000-ton hydrogenation reactor developed by China One Heavy Industry marks a significant advancement, as the most advanced similar equipment globally weighed only 2000 tons prior to this [1][5]. - This reactor's primary function is to convert heavy crude oil, which constitutes a large portion of China's annual 500 million tons of crude oil imports, into lighter fuels like gasoline and diesel [3][5]. - The conversion efficiency of traditional refining equipment is often below 50%, while the new reactor can achieve over 85% conversion efficiency, effectively doubling the yield of refined products from low-quality crude oil [5][7]. Group 2: Economic Impact - The successful implementation of this technology allows China to reduce its crude oil imports by 125 million tons annually, saving substantial foreign exchange [7]. - The processing cost per ton of crude oil in domestic refineries has decreased by 120 yuan, equivalent to recreating the production capacity of two Daqing oilfields [7]. - China's share in the global petrochemical equipment market has reached 60%, attracting interest from international giants like BASF and Mitsubishi Heavy Industries for potential collaboration [7][17]. Group 3: Historical Context and Challenges - Before 2018, over 90% of high-end refining equipment was monopolized by four Western countries, leading to significant technological dependency and financial outflow from China [5][19]. - The development of the 3000-ton reactor faced skepticism, as previous attempts by other countries to scale up from 2000 tons had failed [9][15]. - Engineers in China overcame numerous technical challenges, including material selection and structural stability, to successfully manufacture the reactor [11][13]. Group 4: Global Repercussions - The introduction of this technology has prompted oil-exporting countries in the Middle East to adjust their export strategies, focusing on producing high-sulfur oil tailored for the Chinese market [7]. - Following the reactor's success, international interest has surged, with companies like ExxonMobil seeking to rent the technology, which China has declined [15][17]. - This breakthrough signifies a shift in China's manufacturing capabilities from being a follower to a leader in heavy equipment, impacting the global energy supply chain [17][19].

Core Viewpoint - The development of a 3000-ton slurry bed hydrogenation reactor by China First Heavy Industries represents a significant technological advancement in the global energy market, challenging the dominance of Western companies in refining technology [1][6]. Group 1: Technological Innovation - The reactor operates under extreme conditions of 350°C and 240 atmospheres, requiring advanced welding techniques to ensure safety and reliability [2][3]. - China First Heavy Industries adopted an integrated forging process to minimize welding seams, which reduces the risk of failure [2][5]. - The reactor's design incorporates aerospace material heat treatment technology, ensuring stability under high temperature and pressure [3]. Group 2: Economic Impact - The reactor has the potential to increase oil yield from low-quality crude from 45% to 90%, significantly enhancing the value extracted from each barrel of oil [7][9]. - With China importing 500 million tons of crude oil annually, a 25% efficiency improvement could save 125 million tons of oil, equating to substantial financial savings [9]. - The use of this reactor allows refineries to utilize cheaper heavy oil, leading to increased profits and lower consumer prices for gasoline and diesel [11]. Group 3: Market Dynamics - The introduction of the reactor has transformed previously undesirable high-sulfur heavy oil from the Middle East into a sought-after commodity in China [9]. - The technology has stimulated demand for specialized steel, precision instruments, and sensors, fostering growth in related industries and creating thousands of jobs [11][12].

Summary of Key Points Core Viewpoint - China First Heavy Industries Company Limited is forecasting a significant net loss for the first half of 2025, with expected net profit attributable to shareholders ranging from -0.9 billion to -1.08 billion yuan, and a net profit excluding non-recurring items between -1.77 billion and -2.12 billion yuan [1][2]. Performance Forecast - The performance forecast period is specified, indicating that the company anticipates a net loss for the first half of 2025 [1]. - The expected net profit attributable to shareholders is projected to be between -0.9 billion and -1.08 billion yuan, while the net profit excluding non-recurring items is expected to be between -1.77 billion and -2.12 billion yuan [1][2]. Previous Year Comparison - In the same period last year, the net profit attributable to shareholders was -1.73 billion yuan, and the net profit excluding non-recurring items was -2.55 billion yuan, with a total profit of -1.50 billion yuan [1]. Reasons for Performance Decline - The primary reasons for the anticipated loss include adjustments in energy structure and certain industrial policies, which have negatively impacted the demand for metallurgical equipment manufacturing. Although the power station casting and nuclear power sectors performed well, the overall contribution to profit was limited due to lower-than-expected order volume and structure [2]. - The sale of a wind farm by the company's subsidiary, Yichong Electric (Qiqihar), positively influenced the total profit, but the overall net profit remains negative after tax deductions [2]. Additional Notes - The performance forecast data is preliminary and has not been audited by registered accountants. The company assures that there are no significant uncertainties affecting the accuracy of the forecast [2]. - Investors are advised to await the official disclosure of the 2025 semi-annual report for precise financial data [2].

Core Viewpoint - Several listed companies in the Shanghai and Shenzhen markets have announced significant developments, including administrative penalties, stock suspensions, changes in control, and new project contracts, which may present investment opportunities and risks for investors [2]. Regulatory Actions - ST Renzihang received an administrative penalty from the China Securities Regulatory Commission for inflating revenue by 112 million yuan and profits by 73.2852 million yuan from 2020 to mid-2022, resulting in a fine of 5 million yuan for the company and 12 million yuan for four responsible individuals [3]. - ST Zitian's stock may be terminated due to failure to correct false financial reports as mandated by the Fujian Securities Regulatory Bureau, leading to a suspension of trading starting July 21 [4]. Changes in Control - Kanghua Biological announced a transfer of 28.466 million shares (21.91% of total shares) to Shanghai Wankexin Biological, changing its controlling shareholder, with the transfer price around 1.851 billion yuan [5]. - Xiling Information's actual controllers are planning a change in control, leading to a stock suspension starting July 21, with the suspension expected to last no more than two trading days [6]. Delisting and Termination - Zhongcheng Tui's stock has been decided to be terminated by the Shenzhen Stock Exchange, with the delisting date set for July 21, following a 15-day trading period after entering the delisting preparation phase [7]. Financial Developments - Morning Feng Technology plans to increase capital by 90 million yuan to its wholly-owned subsidiary, aiming to enhance its business in the integrated power and computing sectors [9]. - China First Heavy Industries expects a net loss of 90 million to 108 million yuan for the first half of 2025, an improvement from a loss of 173 million yuan in the same period last year [14][15]. - Shaanxi Guotou A reported a 5.74% increase in net profit for the first half of 2025, totaling 726 million yuan, despite a 2.95% decline in total revenue [16]. Shareholding Changes - Hengtong Co., Ltd. plans to reduce its shareholding by up to 3%, with a maximum of 21.425 million shares to be sold [17]. - Jinma Leisure's controlling shareholder plans to reduce holdings by up to 4.83%, totaling 471,200 shares [18]. - Tianli Lithium Energy's shareholder plans to reduce holdings by 4.55%, equating to 5.4 million shares, due to the fund's operational period nearing its end [24]. Major Contracts - Qidi Design, in a consortium, won a bid for the Henan Airport Intelligent Computing Center project, with a contract amount of 859 million yuan [29]. - Donghong Co., Ltd. secured a procurement project for pressure steel pipes and fittings, with a bid price of 109 million yuan [30]. - Dash Intelligent signed a contract worth 122 million yuan for the Shenzhen Urban Rail Transit Line 13 Phase II monitoring system [31].

Group 1: Company Announcements - Chenfeng Technology plans to invest 90 million yuan in its wholly-owned subsidiary, Beiwang Zhican, to support its business development and create a new ecosystem for integrated power computing [1] - Daotong Technology's controlling shareholder proposes a mid-term dividend of 5.8 yuan per 10 shares for the year 2025 [4] - Huazheng New Materials' supervisors and executives plan to reduce their holdings by a total of no more than 124,900 shares [5] - Kuozi Jiao's controlling shareholder intends to reduce its stake by no more than 1.67% [9] - Rundu Co., Ltd.'s controlling shareholder plans to reduce its stake by no more than 3% [14] Group 2: Performance Forecasts - China First Heavy Industries expects a net loss of 90 million to 108 million yuan for the first half of 2025, an improvement from a net loss of 173 million yuan in the same period last year [2] Group 3: Shareholder Actions - China Xidian's shareholder, General Electric Singapore, plans to reduce its stake by no more than 3% [3] - Boguang New Materials' shareholder, Newhui Investment, plans to reduce its stake by no more than 1% [8] - Donghong Co., Ltd. has won a procurement project for pressure steel pipes and accessories worth 109 million yuan [6] - Tianshi Technology's wholly-owned subsidiary has resumed production after a temporary shutdown due to supplier issues [12] - Baichuan Co., Ltd.'s controlling shareholder has returned to work and is performing normal duties after being detained [13]