兰石重装（603169）公告，全资子公司青岛兰石重型机械设备有限公司拟以自有或自筹资金9998.21万 元收购关联方青岛兰石石油装备工程有限公司100%股权。本次交易完成后，青岛装备将成为公司的三 级子公司。交易价格以深圳市鹏信资产评估土地房地产估价有限公司出具的评估报告为依据，并经双方 协商确定。此次收购是基于公司核能业务发展和经营规划需要，旨在整合资源，提升核能装备制造能 力。交易已获董事会审议通过，无需提交股东大会审议。 ...

Core Viewpoint - Lansi Heavy Industry is actively advancing its transition to renewable energy, recently winning a significant contract for a compressed air energy storage project valued at 99.96 million yuan [1][2]. Group 1: Company Developments - Lansi Heavy Industry has officially entered the renewable energy market since 2021, focusing on sectors such as photovoltaic polysilicon, nuclear energy, and hydrogen energy [1][4]. - The company has invested nearly 700 million yuan in research and development from 2022 to 2024, leading to continuous revenue growth [1][5]. - Revenue has increased from 4.037 billion yuan in 2021 to 5.791 billion yuan in 2024, with net profit showing fluctuations, reaching 156 million yuan in 2023 [1][5]. Group 2: Recent Contracts and Projects - The company has secured a contract for the "China Power Construction Corporation's" compressed air energy storage project, which will utilize advanced storage technology and is expected to drive local energy storage industry development [2][3]. - Lansi Heavy Industry will provide various storage tanks and associated equipment for the project, marking its largest single order in the compressed air storage sector [2][3]. Group 3: Research and Innovation - The company has made significant strides in the energy storage field, with its high-temperature molten salt storage system entering the market promotion phase [3]. - Lansi Heavy Industry is also expanding its hydrogen energy initiatives, with plans to establish a comprehensive hydrogen production and storage facility by 2024 [3][4]. - The company has signed contracts for hydrogen production equipment projects in Saudi Arabia, indicating its growing international presence [3]. Group 4: Financial Performance - Financial reports indicate that Lansi Heavy Industry's revenue has consistently grown over four years, with a notable increase in the first quarter of 2025, achieving 1.412 billion yuan, a 52.3% year-on-year growth [5]. - The net profit for the first quarter of 2025 was 14.55 million yuan, reflecting a 56.08% decrease compared to the previous year [5]. - The company has completed 37 technology transfer projects, generating orders worth 780 million yuan [5].

Core Viewpoint - Lanzhou Lanshi Heavy Equipment Co., Ltd. is seizing market opportunities and continuously promoting transformation and upgrading in the context of global energy structure transition and carbon neutrality goals, focusing on the development of new energy industries such as nuclear energy, hydrogen energy, solar thermal, energy storage, and high-temperature alloy new materials [1][2]. Group 1 - The company recently received a bid notification from China Power Construction Corporation for the "China Power Construction (Feicheng) 2×300MW (Phase I) Salt Cavern Compressed Air Energy Storage Power Station" project, with a winning bid of 99.96 million yuan [1]. - The project utilizes the first domestic set of advanced energy storage methods based on a new generation of energy storage concepts, achieving high system energy storage and power generation efficiency, with equipment utilization rates exceeding conventional energy storage systems [1]. - Upon completion, the project will serve as a key engine for the local development of a "storage city" with a capacity of tens of millions of kilowatts, promoting the leapfrog development of new energy storage technology industrialization [1]. Group 2 - This project represents the company's largest single order in the field of compressed air energy storage, following its achievements in molten salt storage, wave energy power storage, and ammonia-hydrogen coupling storage [2]. - The company plans to leverage its advantages in high-end energy equipment research and manufacturing to enhance technological innovation and industrial collaboration, providing comprehensive solutions for the high-quality development of the energy storage industry [2].

Core Viewpoint - The company has received a bid notification for a project from China Power Construction Corporation, which is expected to positively impact its financial performance in 2025 [1][2]. Group 1: Project Details - The project is titled "China Power Construction 2×300MW (Phase I) Salt Cavern Compressed Air Energy Storage Power Station Heat Storage Tank and Auxiliary Equipment Project" [1]. - The bid amount for the project is 99.96 million yuan [1]. - The project is managed by China Power Construction (Feicheng) New Energy Co., Ltd., which has a registered capital of 5 million yuan and focuses on power generation, transmission, and emerging energy technology research [1][2]. Group 2: Impact on the Company - The bid amount represents 1.73% of the company's audited revenue for the year 2024, indicating a significant contribution to the company's financials [2]. - The project is expected to have a positive impact on the company's operating performance for the year 2025, with specific amounts to be confirmed by the annual audit report [2]. - The project will not affect the company's independence, as it will not create a dependency on the client or owner [2].

证券代码：603169 证券简称：兰石重装 公告编号：临 2025-057 兰州兰石重型装备股份有限公司 关于收到项目中标通知书的公告 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个别及连带责任。 兰州兰石重型装备股份有限公司（以下简称"公司"）于近日收到中国电力 建设股份有限公司采购中心发来的《中标通知书》，公司中标中电建（肥城）新 能源有限公司（以下简称"中电建肥城公司"）招标的"中国电建中电建肥城 2 ×300MW（一期）盐穴压缩空气储能电站储热水罐及其附属设备项目"。中标 具体情况如下： 一、中标项目基本情况 项目名称：中国电建中电建肥城 2×300MW（一期）盐穴压缩空气储能电站 储热水罐及其附属设备项目 项目编号：POWERCHINA-00-250044 注册地址：山东省泰安市肥城市肥城经济开发区创业路 4 号 招标代理机构：浙江绿链数字科技有限公司 招标人：中电建（肥城）新能源有限公司 中标单位：兰州兰石重型装备股份有限公司 中标价格：9,996 万元 二、业主方基本情况 公司名称：中电建（肥城）新能源有限公司 成立日期 ...

Core Viewpoint - The company, 兰石重装 (603169), has received a bid notification for a project from 中国电建 (601669) related to a 2×300MW (Phase I) salt cavern compressed air energy storage power station, with a bid amount of 99.96 million yuan, which represents 1.73% of the company's audited revenue for the year 2024 [1] Group 1 - The project involves the supply of thermal water tanks and associated equipment [1] - The expected positive impact on the company's operating performance for the year 2025, with specific amounts to be confirmed by the annual audit report [1]

Group 1: Market Overview - The market has seen an increase, surpassing 4200, driven by a court ruling invalidating tariffs imposed by the US, which has boosted global risk appetite [1] - The strongest sectors today include autonomous driving and stablecoins, indicating a shift in investor focus [1] Group 2: Nuclear Fusion Research - The Southwestern Institute of Physics has achieved a new operational record for fusion devices in China, highlighting advancements in nuclear fusion research [2][1] - This development raises questions about the potential for this niche sector to gain traction and attract investment [2] Group 3: Company Involvement in Nuclear Fusion - Yongding Co., Ltd. has achieved leading performance in wire rod length and low-temperature strong magnetic field applications, with products used in superconducting induction heating and fusion magnets, maintaining close cooperation with the Southwestern Institute of Physics [6] - Chenguang Medical has ongoing technical communication with the Southwestern Institute regarding the supply of superconducting magnets, contingent on specific procurement needs [7] - Qiaoyuan Co. has established a reputation in the medical sector and maintains relationships with military research institutions, including the Southwestern Institute [8] - Lansi Heavy Industry is involved in the development of nuclear fusion-related products and has successfully applied a new type of heat exchanger in a fusion engineering project [9][10] - Guoguang Electric has received a provincial science and technology award for a project in collaboration with the Southwestern Institute focused on high-sensitivity leak detection technology for fusion components [10] - Antai Technology is at the forefront of research and manufacturing in fusion filter components, collaborating with the Southwestern Institute [11] - Hekang New Energy provides operational and maintenance services for high-voltage water-cooled variable frequency systems used by the Southwestern Institute [11] - Jingye Intelligent is exploring cooperation in remote operation and maintenance technology for fusion reactors with the Southwestern Institute [12] - Yingjie Electric serves various research institutions, including the Southwestern Institute, providing power supplies for scientific research and experimental testing [13]

Group 1 - The National Petroleum and Natural Gas Index (399439) has seen an increase of 0.43% as of May 28, 2025, with notable gains from companies such as Zhuoran Co. (688121) up 4.25% and Lansi Heavy Industry (603169) up 3.81% [1] - The oil and gas ETF (159697) rose by 0.31%, with the latest price reported at 0.97 yuan [2] - The development project of the Kenli 10-2 oilfield group, which is the largest lithologic oilfield discovered offshore China with proven geological reserves exceeding 100 million tons, has entered the offshore operation phase [2] Group 2 - The top ten weighted stocks in the National Petroleum and Natural Gas Index account for 66.65% of the index, including major companies like China National Petroleum (601857) and Sinopec (600028) [3] - Short-term pressures on international oil prices are expected due to tariff policies and OPEC+ production increases, but geopolitical risk premiums and global demand resilience may support oil price stability [2] - The oil and gas upstream capital expenditure is increasing, leading to a recovery in the oil service industry and enhanced competitiveness driven by technological advancements [2]

可控核聚变——未来发电能源的优选 可控核聚变性能优异、核心指标 Q 值持续提升、产业化资本加速，是未来发电能源的优选。可控核聚变发电的模 式兼具高能量密度、原料易得、布置灵活、安全环保等优点，相较于其他主流发电方式优势显著；从核聚变的商 业化落地来看，Q 值的大小决定了商业化落地的进程，近年来 Q 值不断提升、已经大于 1，实现能量的盈亏平衡； 目前国内多个核聚变 Q 值目标持续提升，商业化落地进程有望持续推进。此外，国际资本也处于加速阶段，根据 《核聚变 2024 行业报告》，多数核聚变公司预计核聚变商业发电在 2031-2035 年实现，2024 年行业累计融资金 额已经超过 71 亿美元，同比 23 年增加 9 亿美元。 25 年可控核聚变产业技术突破+招标加速，"十五五"期间板块进入密集资本开支期 产业链核心价值量主要在中游设备，磁体环节价值量最大 可控核聚变反应堆的设备主要包括磁体、偏滤器、第一壁、真空室等；参考国际最大的核聚变项目 ITER 项目的 成本构成来看，磁体、真空室、供电环节、制冷环节成本占比分别为 28%、8%、8%、5%；其中磁体为核聚变产业 链价值量最大环节，高温超导磁体有望贡献更 ...

Group 1 - The "Factory BA" basketball tournament in Shenyang showcases the industrial spirit and craftsmanship of the region, featuring 42 teams composed of workers and engineers from various industries [1][3][6] - The event is supported by multiple local government bodies, emphasizing its significance in promoting Shenyang's industrial culture and community engagement [3][6] - The opening ceremony included a powerful performance of "We Workers Have Power," symbolizing the unity and strength of the industrial workforce [4][5] Group 2 - The tournament features teams from well-known industrial enterprises, highlighting the presence of over 3,300 industrial companies in the Tiexi District, which is a vital part of Shenyang's economic landscape [3][8] - The opening match between the previous champion and runner-up not only serves as a friendly competition but also ignites passion and pride among the participants and spectators [6][8] - The event aims to honor the labor spirit and craftsmanship, positioning it as a new journey for revitalization in the Tiexi District [6][8]