证券代码：000534 证券简称：万泽股份 公告编号:2026-011 万泽实业股份有限公司 关于为下属子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 2、万泽航空最近一年又一期的主要财务状况： 2 一、担保情况概述 万泽实业股份有限公司（以下简称"公司"或"本公司"）下属子公 司深圳市万泽航空科技有限责任公司（以下简称"万泽航空"）已获得深 圳市高新投小额贷款有限公司5,000万元深圳市福田区知识产权ABS贷款， 期限1年，用途为日常经营周转；本次授信由本公司、内蒙古双奇药业股份 有限公司及本公司实际控制人林伟光先生提供连带责任保证担保，并以万 泽航空拥有的2项专利作为质押担保；由深圳市高新投融资担保有限公司为 上述融资业务的还本付息义务提供不可撤销的连带责任保证担保，由本公 司、内蒙古双奇药业股份有限公司及本公司实际控制人林伟光先生以反担 保保证人的身份向深圳市高新投融资担保有限公司提供不可撤销的连带反 担保保证责任。 2025 年 6 月 30 日，公司 2024 年度股东大会审议通过《关于拟向相关 金融机构申请综合授信额度的议 ...

凤凰网财经讯 2月26日，市场探底回升，三大指数涨跌不一，创业板指盘中一度跌超1%，黄白线分 化。沪深两市成交额2.54万亿，较上一个交易日放量759亿。盘面上，市场热点快速轮动，全市场超 2800只个股下跌。从板块来看，算力硬件方向涨幅居前，PCB、CPO、液冷服务器、算力芯片概念均表 现强势，深南电路、大族激光、广合科技、川润股份涨停。电力板块走强，赣能股份2连板，华银电力 涨停。燃气轮机概念集体大涨，应流股份、万泽股份、东方电气、常宝股份封涨停。小金属概念表现活 跃，云南锗业、章源钨业双双2连板。环保股尾盘拉升，中科环保、启迪环境封涨停。下跌方面，影视 院线、保险、房地产等板块跌幅居前。其中影视院线概念股连续大跌，博纳影业触及跌停。截至收盘， 沪指跌0.01%，深成指涨0.19%，创业板指跌0.29%。 ...

声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 02月26日消息，截止13:35，高温合金板块走强，万泽股份、抚顺特钢涨停，钢研高纳、图南股份、东 方钽业等个股涨幅居前。 ...

证券代码：000534 证券简称：万泽股份 公告编号：2026-010 万泽实业股份有限公司 关于控股股东解除部分股份担保及信托登记情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 万泽集团原将持有的本公司28,000,000股无限售流通股划转至"万泽集 团－红塔证券－25泽EB03担保及信托财产专户"、"万泽集团－红塔证券－ 25泽EB04担保及信托财产专户"用于为2025年面向专业投资者非公开发行 科技创新可交换公司债券（第二期）（债券简称：25万泽KEB3、25万泽KEB4） 的换股和本息偿付提供担保；截至2026年2月6日，"25万泽KEB3"、"25万 泽KEB4"已全部换股完毕，自2026年2月10日起在深圳证券交易所摘牌。 万泽集团原将持有的本公司12,280,000股无限售流通股划转至"万泽集 团－红塔证券－23泽EB02担保及信托财产专户"用于为非公开发行的2023 年面向专业投资者非公开发行可交换公司债券（第一期）品种二（债券简 称：23万泽EB02）的换股和本息偿付提供担保；截至2026年2月10日，"23 万泽实业股份有限公司 ...

万泽股份涨6.14%，报34.22元/股，股价再创新高，总市值突破174.36亿元，成交额达5.37亿元。（AI生 成） ...

Group 1 - The stock of Wanze Co., Ltd. reached its daily limit, increasing by 9.99% [2] - The trading volume exceeded 700 million yuan [2]

Group 1 - The core point of the article is that Wanze Co., Ltd. (SZ000534) reached its daily limit up on February 12, 2026, with a price of 35.46 yuan, marking a 9.99% increase and a total market capitalization of 18.069 billion yuan [1] Group 2 - The reasons for the stock price surge include the completion of the 2025 stock incentive plan with high performance targets, requiring a 119.7% increase in net profit by 2027, which is expected to stabilize the core team and enhance operational efficiency [2] - The company has provided guarantees for Shanghai Wanze and Wanze Aviation, securing credit lines of 110 million yuan and 10 million yuan, respectively, to support business development in the micro-ecological live bacteria products and high-temperature alloys sectors, which are crucial for aerospace applications [2] - There was a net inflow of large orders on the day, indicating interest from major funds, and the technical indicators showed a bullish trend, attracting technical investors [2]

Summary of Key Points from Conference Call Records Industry Overview - The focus is on the power generation sector, particularly related to turbine blades and gas turbines, which are identified as critical bottlenecks in overseas power generation [1][2]. Company Highlights - **AIDC Power Sector Update**: The performance of foreign enterprises has been comprehensively reviewed, resulting in a summary of "overall exceeding expectations + overall upward revision of expectations." GEV has publicly raised its guidance twice in two months [1]. - **Key Companies Recommended**: Five companies are core recommendations based on the marginal changes in the economic conditions in Europe and the U.S., which reflect on the domestic supply chain [1]. Specific Companies Mentioned - **应流股份 (Yingliu Co.)**: Recognized as a leading company in turbine blades with an order backlog of 3 billion. It has established strategic partnerships with major players like Baker Hughes and Siemens, and is a core supplier for GE Aviation [2]. - **万泽股份 (Wanze Co.)**: Identified as a secondary leader in turbine blades, recently becoming a new supplier for Siemens in modified turbine blades. It has signed long-term contracts in the Middle East and is a core supplier for domestic commercial turbine blades [2]. - **杰瑞股份 (Jereh Co.)**: Since November, the company has secured four major AIDC power generation orders from the three largest North American clients, totaling 500 million USD, indicating a strong positioning with key customer resources [4]. - **联德股份 (Liande Co.) & 鹰普精密 (Eagle Precision)**: These companies are core suppliers of cylinder blocks and cylinder heads for Caterpillar, which is expanding production in the engine sector [2]. Market Dynamics - The manufacturing sector in Europe and the U.S. is experiencing low inventory replenishment, coupled with a resonance from AI in power generation, leading to significant marginal changes in economic conditions [1]. - Caterpillar has recently received a 2GW internal combustion engine order, indicating a growing demand in the internal combustion and modified turbine sectors [2][3]. Additional Insights - The turbine blade segment is highlighted as having the highest technical barriers and value, emphasizing its importance in the power generation supply chain [2]. - The expansion of Caterpillar is expected to generate considerable incremental orders, reflecting a positive outlook for the industry [3].

Group 1 - The core point of the article is that Wanze Co., Ltd. (000534.SZ) experienced a stock price increase of 5.27%, reaching a historical high of 33.350 yuan, with a total market capitalization of 16.993 billion yuan [1]

Summary of Key Points from Conference Call Industry Overview - The focus is on the gas turbine and turbine blade sectors, which are currently underappreciated despite their critical role in power generation [1] - The industry is characterized by high technical barriers, significant capital expenditures, and long development cycles, leading to a stable and concentrated market structure [2] Core Companies Mentioned - **Howmet and PCC**: Global leaders in turbine blade manufacturing [2] - **Domestic Key Players**: - **应流股份 (Yingliu)**: Leading in turbine blades, has established relationships with major clients like Baker Hughes, Siemens, GE Aviation, and Ansaldo [2] - **万泽股份 (Wanze)**: Emerging as a secondary supplier for turbine blades, has made breakthroughs with overseas clients and is a core supplier for domestic turbine blades [2] - **航亚科技 (Hangya)**: Leading in compressor blades, holds significant shares with GE Aviation and Safran [2] Market Dynamics - The gas turbine industry is entering a decade-long super cycle, presenting opportunities for various stakeholders: - **杰瑞股份 (Jereh)**: Targeted by manufacturers [2] - **东方电气 (Dongfang Electric)** and **海联讯 (Hailianxun)**: Focused on main engine manufacturing [2] - **鹰普精密 (Eagle Precision)** and **联德股份 (Liande)**: Concentrated on component manufacturing [2] Key Insights from Musk's Interview - Elon Musk highlighted the overlooked bottleneck in power generation related to turbine blades, emphasizing that the demand for power generation exceeds simple calculations based on GPU power and PUE [1] - Musk suggested that SpaceX and Tesla may need to manufacture their own turbine blades due to a 12-18 month delivery delay caused by limited production capacity from only three global foundries [1] Additional Considerations - The turbine blade sector is noted for its high value and technological complexity, which may lead to investment opportunities as the industry stabilizes and matures [2] - There is a systemic research focus on North American AIDC power generation, with additional opportunities identified in internal combustion engines, modified aviation turbines, and solid oxide fuel cells (SOFC) [2]