人民财讯9月10日电，9月9日，国际著名氢能专家、英国皇家化学会会士肖钢一行到访兰石集团，开展 技术交流与产业调研。兰石集团党委副书记、总经理王志民，副总工程师王玉虎等参加座谈。与会双方 围绕氢能技术创新、产业布局与国际合作等内容进行了交流探讨。座谈会上，肖钢表示，兰石集团在能 源装备制造领域积淀深厚，具备布局氢能全产业链的突出优势，希望双方共同推进氢能标准体系建设、 深化国际合作，加速氢能规模化应用进程。 ...

（文章来源：证券日报） 证券日报网讯 9月5日晚间，兰石重装发布公告称，公司计划于2025年9月12日（星期五）11：00-12： 00举行2025年半年度业绩说明会。 ...

股票简称：兰石重装 关于为控股股东向金融机构申请授信额度提供担保暨关联交易的议案..................... 4 2 股票代码：603169 二〇二五年九月十五日 | 目录 | | --- | 2025 年第四次临时股东会资料 | | | 兰州兰石重型装备股份有限公司 2025 年第四次临时股东会会议议程 一、会议时间：2025 年 9 月 15 日 14 点 00 分 二、会议地点：兰州市兰州新区黄河大道西段 528 号兰州兰石重型装 备股份有限公司 6 楼会议室 三、主持人致欢迎辞 四、宣布大会参加人数、代表股数、会议有效。介绍会议出席人员， 介绍律师事务所见证律师 五、主持人提议监票人、计票人、记录人 六、股东审议以下议案： 《关于为控股股东向金融机构申请授信额度提供担保暨关联交易的 议案》； 七、议案表决 八、监票人、计票人统计表决情况 九、主持人宣布表决结果 3 议案 兰州兰石重型装备股份有限公司 关于为控股股东向金融机构申请授信额度提供担保 暨关联交易的议案 各位股东及股东代表： 兰州兰石重型装备股份有限公司（以下简称"本公司"、"公司"或"兰石重 装"）控股股东兰州兰石集团有限公司 ...

证券代码：603169 证券简称：兰石重装 公告编号：临 2025-074 兰州兰石重型装备股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： （三）会议召开方式：上证路演中心网络文字互动 会议召开时间：2025 年 9 月 12 日(星期五)11:00-12:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 " 上 证 路 演 中 心 "（ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络文字互动 投资者可于 2025 年 9 月 11 日（星期四）16:00 前登录上证路演中心网站 首页点击"提问预征集"栏目或通过公司邮箱（zqb@lshec.com）进行提问。公 司将在说明会上对投资者普遍关注的问题进行回答。 兰州兰石重型装备股份有限公司（以下简称"公司"）已于 2025 年 8 月 30 日 发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度 ...

人民财讯9月3日电，近日，兰石重装（603169）继6月份获得新疆油田264万千瓦新能源及配套煤电、碳 捕集一体化项目（一期）碳捕集项目8台关键设备制造订单后，再次承接新疆油田碳捕集项目CO 干燥 模块装置订单。该装置采用一体化设计制造，包含分子筛脱水塔、再生气冷却器、再生气换热器、聚结 过滤器等核心设备及测量仪表、控制阀门、报警系统、分析系统等多个功能单元，具有集成度高、结构 紧凑、安装方便、操作便捷等优点。 ...

Core Insights - Lanzhou Lanshi Heavy Equipment Co., Ltd. reported a revenue of 2.832 billion yuan for the first half of 2025, representing a year-on-year growth of 13.63% [1] - The net profit attributable to shareholders was 54.32 million yuan [1] Group 1: Market Expansion and Orders - The company achieved new orders totaling 4.438 billion yuan in the first half of the year, successfully developing 13 new clients [1] - In the traditional refining, chemical, and coal chemical sectors, the company secured new orders worth 2.32 billion yuan, solidifying its order base [1] - The company made significant breakthroughs in first-set equipment, signing contracts for the Dunhuang photovoltaic project of 7.6 million kilowatts and 100,000 kilowatts of thermal power, enhancing its position in the thermal molten salt energy storage market [1] Group 2: International Market Presence - The company's efforts in expanding its overseas market have shown significant results, with an increase in brand international influence [1]

Core Viewpoint - 兰石重装 (603169) reported mixed financial results for the first half of 2025, with revenue growth but a significant decline in net profit, indicating potential challenges in operational efficiency and cash flow management [1][2][3]. Financial Performance Summary - Total revenue for the first half of 2025 reached 2.832 billion yuan, a year-on-year increase of 13.63% compared to 2.492 billion yuan in 2024 [1]. - Net profit attributable to shareholders was 54.43 million yuan, down 21.91% from 69.58 million yuan in the previous year [1]. - The gross profit margin decreased to 12.48%, down 4.82% from 13.11% in 2024, while the net profit margin fell to 1.74%, a decline of 36.74% [1]. - The company reported a significant increase in accounts receivable, which accounted for 795.16% of the latest annual net profit, indicating potential liquidity issues [1][4]. Cash Flow and Debt Management - Operating cash flow per share was -0.06 yuan, a drastic decrease of 189.0% compared to 0.07 yuan in the previous year, reflecting cash flow challenges [1][3]. - The company’s total liabilities included interest-bearing debt of 3.102 billion yuan, a reduction of 20.32% from 3.893 billion yuan in 2024 [1][2]. - The ratio of cash and cash equivalents to current liabilities was only 16.43%, suggesting a tight liquidity position [4]. Operational Insights - The company has been focusing on increasing its research and development expenditures, which rose by 72.35% as part of its strategy to drive innovation and product development [2][3]. - The company is transitioning towards international markets, securing contracts in regions such as the Middle East and Southeast Asia, with international orders increasing by 41.09% year-on-year [4]. Business Model and Market Position - The business model relies heavily on R&D-driven growth, necessitating close monitoring of the underlying factors that support this strategy [4]. - The company has experienced cyclical performance, with historical data indicating a median return on invested capital (ROIC) of only 4.37% over the past decade, highlighting challenges in achieving strong capital returns [3][4].

Group 1 - The company, Lanzhou Heavy Industry (603169.SH), reported a total operating revenue of 2.832 billion yuan for the first half of 2025, representing a year-on-year increase of 13.63% [1] - The net profit attributable to shareholders of the parent company was 54.3292 million yuan, showing a year-on-year decline of 21.91% [1] - The basic earnings per share were reported at 0.0416 yuan [1]

Core Insights - The company reported a revenue of 2.832 billion yuan for the first half of 2025, representing a year-on-year growth of 13.63% [1] - New order amount reached 4.438 billion yuan, with 13 new customers acquired, indicating a continuous optimization of order structure [1] - Significant growth in strategic emerging industries: nuclear energy contracts increased by 32.16%, metal new materials orders grew by 48.08%, energy-saving and environmental protection orders rose by 16.66%, industrial intelligent equipment orders increased by 35.47%, and high value-added service orders surged by 65.22% [1] R&D and Innovation - R&D investment amounted to 109 million yuan, a year-on-year increase of 72.35%, with 36 technology achievements converted into a total value of 750 million yuan [2] - The company participated in the formulation of 9 national and industry standards and received 40 patent authorizations, including 12 invention patents [2] - The company has made breakthroughs in nuclear energy, hydrogen energy, and thermal storage, with successful overseas exports of nuclear equipment and projects in hydrogen production and storage [2] Strategic Development - The company aims to continue its "1333" development strategy, focusing on high-end, green, and intelligent transformation of energy equipment manufacturing [3] - Plans to deepen international cooperation and expand into the "Belt and Road" market, positioning itself as a leading provider of high-end energy equipment solutions [3]

公司紧抓"双碳"机遇，在核能、氢能、光热储能等领域取得多项突破。核能装备成功出口海外，氢能领 域承接纯氢工厂与加氢站项目，PEM制氢装置出口沙特，储能板块中标光热及压缩空气储能项目，高 温熔盐储能系统进入市场化推广阶段。公司还全资收购青岛装备公司，提升核能装备交付能力，参股镍 合金公司，延伸金属材料高附加值产业链。 公司积极推动智能产品装备的研发以及数字化车间、智能产线、智能工厂的建设与应用，"数字化转型 及设备更新项目"获省级专项再贷款支持。通过精益管理和供应链改革，采购成本有效降低，生产计划 完成率与合同兑现率实现双提升。 兰石重装表示，将继续围绕"1333"发展战略，以建设"百亿兰石、百年兰石、幸福兰石"为目标，持续推 动能源装备制造高端化、绿色化、智能化转型，深化国际合作，拓展"一带一路"市场，打造国际一流的 高端能源装备整体解决方案服务商。(秦声) 8月29日晚间，兰石重装（603169）发布2025年半年度报告。报告显示，公司积极应对市场挑战，坚持 创新驱动与产业转型，在"核、氢、光、储"等新能源装备领域持续突破，整体经营稳健向好，展现出强 劲的发展韧性与成长潜力。 报告期内，公司实现营业收入28 ...