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创元科技:控股子公司苏州电瓷在国家电网预中标9476.72万元项目
Xin Lang Cai Jing· 2026-02-06 08:13
创元科技2月6日公告, 公司控股子公司苏州电瓷为国家电网2026年输变电项目第一次装置性材料公开 招标采购~瓷绝缘子包2、包3的推荐中标候选人,预中标金额为2326.61万元(含税);同时,苏州电 瓷为国家电网2025年第六十六批采购(特高压项目第五次材料招标采购)~瓷绝缘子包2的推荐中标候 选人,预中标金额为7150.11万元(含税)。以上项目预中标金额合计为9476.72万元(含税),占公司 2024年度营业收入的2%。 ...
商业航天量缩分化非终结,百万卫星蓝图夯实长期逻辑,三大关键信号引契机,优质企业详细解读
Xin Lang Cai Jing· 2026-02-04 12:20
Group 1 - AVIC Chengfei is a core subsidiary of China Aviation Industry Group, specializing in the research and development of military fighter jets and trainer aircraft, holding a leading position in the aviation equipment manufacturing sector [1] - The company has successfully provided key structural components for various domestic commercial rocket enterprises and has participated in multiple commercial space launch missions, gaining high industry recognition for its technical reliability and product stability [1] - With the accelerated development of commercial aerospace, the company is expected to benefit from the increasing demand for aerospace structural components and special materials, expanding its market share significantly [1] Group 2 - AVIC Xifei is a major manufacturer of military transport aircraft, bombers, and early warning aircraft, possessing top-tier technical strength in the aviation equipment manufacturing field [2] - The company has actively expanded its commercial aerospace business by providing core products such as structural components and lightweight parts for commercial rockets, meeting the industry's demand for high reliability [2] - As the frequency of commercial space launches continues to rise, the company aims to deepen its innovation in aerospace technology and solidify its position as a core supplier in the commercial aerospace structural component sector [2] Group 3 - Xiamen Xiangyu is a leading bulk commodity supply chain service provider, leveraging its unique location in the Xiamen Free Trade Zone to build a global logistics, trade, and financial service network [3] - The company has successfully provided fuel transportation and supply chain support services for multiple domestic commercial rocket launch missions, gaining wide recognition from industry clients [3] - With the acceleration of global commercial aerospace layout, the demand for cross-border transportation and supply chain services for aerospace materials is expected to grow significantly [3] Group 4 - Hisense Visual is a domestic leader in display technology, with a comprehensive industrial layout from panel manufacturing to terminal products, holding international leadership in high-resolution display and laser display technologies [4] - The company has provided customized display components for domestic commercial satellite projects, meeting stringent aerospace-grade requirements and gaining high recognition from aerospace enterprises [4] - As the construction of low-orbit satellite constellations accelerates, the demand for spaceborne optical equipment is expected to grow significantly, positioning the company to benefit from this trend [4] Group 5 - Far East Holdings is a leading enterprise in the cable and superconducting materials sector, with strong technical capabilities and a comprehensive industrial chain [5] - The company has successfully provided core cable products for multiple domestic commercial rocket launch missions, gaining wide recognition for its technical performance and product quality [5] - As commercial aerospace equipment evolves towards intelligence, lightweight, and high power, the demand for high-performance cables and superconducting materials is expected to continue to grow [5] Group 6 - AVIC Heavy Machinery is a core supplier in the aerospace forging sector, possessing advanced forging technology and a complete processing system [6] - The company has provided key forged products for various commercial rocket enterprises, participating in multiple key commercial aerospace launch projects [6] - With the increasing frequency of commercial rocket launches, the demand for high-end alloy forgings is expected to continue to rise, allowing the company to expand its production capacity in this area [6] Group 7 - Taiyuan Iron and Steel is a leading enterprise in the stainless steel industry, with global-leading production technology and a large capacity scale [7] - The company has provided core stainless steel materials for multiple domestic commercial aerospace projects, meeting aerospace-grade standards and gaining recognition from aerospace enterprises [7] - As the demand for high-end stainless steel and special alloy materials continues to grow, the company plans to deepen its research and development in aerospace-specific materials [7] Group 8 - Jiugang Hongxing is a leading enterprise in the steel industry in Northwest China, with a complete steel production industrial chain [8] - The company has provided customized steel products for several commercial aerospace projects, gaining industry recognition for its technical performance [8] - With the scale development of commercial aerospace equipment, the demand for high-strength steel is expected to continue to grow, prompting the company to optimize its production processes [8] Group 9 - Wind Power Equipment and Aerospace Supporting Equipment is a key enterprise in the field, with strong technical capabilities and a comprehensive production system [9] - The company has provided structural components for commercial rockets and precision processing parts for aerospace ground equipment, gaining industry recognition [9] - As the frequency of commercial rocket launches increases, the demand for precision structural components is expected to continue to grow [9] Group 10 - Yiyang Technology is a leading enterprise in the field of high-end castings and forgings, with a complete production system [10] - The company has provided engine castings for domestic commercial rocket enterprises, participating in the supply of satellite thrusters [10] - With the development of commercial rockets towards high thrust and reusability, the demand for high-temperature alloy castings is expected to continue to grow [10]
创元科技:公司尚未接到海力士和中芯国际的半导体洁净室订单
Zheng Quan Ri Bao Wang· 2026-02-03 13:45
证券日报网讯 2月3日,创元科技(000551)在互动平台回答投资者提问时表示,公司全资子公司江苏 苏净是国内洁净环保领域技术创新、装备制造和工程整体解决方案的综合供应商,江苏苏净下属江苏苏 净工程江苏有限公司是从事洁净室等空气净化系统工程的高新技术企业,拥有超高等级洁净环境集成核 心技术,可为电子信息、医疗卫生、新能源、生物制药等行业客户提供综合的空气净化系统解决方案。 目前,尚未接到海力士和中芯国际的半导体洁净室订单。 ...
创元科技:全资子公司江苏苏净是国内洁净环保领域综合供应商
Zheng Quan Ri Bao· 2026-02-03 13:41
(文章来源:证券日报) 证券日报网讯 2月3日,创元科技在互动平台回答投资者提问时表示,公司全资子公司江苏苏净是国内 洁净环保领域技术创新、装备制造和工程整体解决方案的综合供应商。 ...
创元科技:公司核心业务仍以制造业为主
Zheng Quan Ri Bao· 2026-02-03 12:07
(文章来源:证券日报) 证券日报网讯 2月3日,创元科技在互动平台回答投资者提问时表示,公司核心业务仍以制造业为主, 主要从事洁净环保工程及设备、输变电高压瓷绝缘子、滚针轴承、各类光机电算一体化测绘仪器、各类 磨料磨具等产品的生产经营,形成了以"洁净环保"和"瓷绝缘子"为双主业,精密轴承、磨具磨料、精密 仪器等多种经营产业并存的格局。公司的洁净环保设备及工程和输变电高压绝缘子以及精密轴承三大业 务板块将是公司未来发展的主要方向。公司将持续聚焦主业强链补链延链,不断强化企业自身硬实力, 促进新质生产力发展,加大研发投入提升研发实力与产品竞争力的同时,深耕重点客户,积极获取更多 优质项目与订单,不断助推公司高质量发展,抢占新兴市场和技术制高点。 ...
创元科技:江苏苏净拥有专门针对医疗感染控制等的洁净设备
Ge Long Hui· 2026-02-03 08:23
格隆汇2月3日丨创元科技(000551.SZ)在投资者互动平台表示,公司全资子公司江苏苏净是国内洁净环 保领域技术创新、装备制造和工程整体解决方案的综合供应商。江苏苏净围绕电子信息、大健康和新能 源三大行业逐步加大市场拓展力度,目前,江苏苏净拥有专门针对医疗感染控制、病毒隔离、生物安全 防护的洁净设备,同时,拥有建设负压隔离病房、传染病房、洁净手术室、PCR实验室等整体病毒隔离 空间系统的能力。 ...
创元科技(000551.SZ):目前尚未接到海力士和中芯国际的半导体洁净室订单
Ge Long Hui A P P· 2026-02-03 08:20
格隆汇2月3日丨创元科技(000551.SZ)在投资者互动平台表示,公司全资子公司江苏苏净是国内洁净环 保领域技术创新、装备制造和工程整体解决方案的综合供应商,江苏苏净下属江苏苏净工程江苏有限公 司是从事洁净室等空气净化系统工程的高新技术企业,拥有超高等级洁净环境集成核心技术,可为电子 信息、医疗卫生、新能源、生物制药等行业客户提供综合的空气净化系统解决方案。 目前,尚未接到 海力士和中芯国际的半导体洁净室订单。 ...
创元科技(000551.SZ):苏州轴承长期专注于滚针轴承及滚动体的研发与制造
Ge Long Hui A P P· 2026-02-03 08:20
格隆汇2月3日丨创元科技(000551.SZ)在投资者互动平台表示,公司控股子公司苏州轴承长期专注于滚 针轴承及滚动体的研发与制造,其生产的各类轴承系列产品广泛应用于汽车转向系统、主动安全系统、 传动系统、扭矩管理系统、新能源电驱系统、智能座椅系统、变速箱、发动机和空调压缩机等重要总 成,同时还应用于工业自动化、高端装备、工程机械、减速机、液压传动系统、电动工具、纺机、农林 机械、航空航天、国防工业等多个领域。 ...
创元科技(000551.SZ):江苏苏净拥有专门针对医疗感染控制等的洁净设备
Ge Long Hui· 2026-02-03 08:11
格隆汇2月3日丨创元科技(000551.SZ)在投资者互动平台表示,公司全资子公司江苏苏净是国内洁净环 保领域技术创新、装备制造和工程整体解决方案的综合供应商。江苏苏净围绕电子信息、大健康和新能 源三大行业逐步加大市场拓展力度,目前,江苏苏净拥有专门针对医疗感染控制、病毒隔离、生物安全 防护的洁净设备,同时,拥有建设负压隔离病房、传染病房、洁净手术室、PCR实验室等整体病毒隔离 空间系统的能力。 ...
创元科技分析师会议-20260126
Dong Jian Yan Bao· 2026-01-26 15:03
Group 1: General Information - The report is about a research on Chuangyuan Technology in the environmental protection industry on January 26, 2026 [1][2][17] - Participating research institutions include Yongying Fund and Zheshang Securities [2][18] Group 2: Company Business Introduction Jiangsu Sujing - As a leading overall solution provider in the domestic clean environmental protection field, its core products cover four categories: air purification equipment and systems, biosafety equipment and systems, energy - saving and environmental protection equipment and systems, and gas production and purification. These products are widely used in emerging industries such as new information technology, energy conservation and environmental protection, biomedicine, new energy, and aerospace [23] Suzhou Electric Porcelain - As a key enterprise in the domestic electric porcelain industry, it has rich technical experience. Its high - voltage porcelain insulators for power transmission and transformation are mainly used in ultra - high and extra - high voltage power transmission lines, high - speed railways, urban rail transit, and power station electrical fields. It has strong R & D capabilities, participates in formulating national and industry standards, and has maintained a leading position in the State Grid's tenders [24][25] Suzhou Bearing - Its various bearing products are widely used in important assemblies in the automotive industry and other fields such as industrial automation, high - end equipment, and aerospace [25] Group 3: Export Business - In 2024, the company's export revenue was 675 million yuan, accounting for 16.11%. Among them, Suzhou Bearing's export revenue was 311 million yuan, accounting for 46.09%, and Suzhou Electric Porcelain's export revenue was 172 million yuan, accounting for 25.40%. In the first half of 2025, the company's export revenue was 345 million yuan, accounting for 16.58%. Among them, Suzhou Bearing's export revenue was 154 million yuan, accounting for 44.72%, and Suzhou Electric Porcelain's export revenue was 113 million yuan, accounting for 32.84% [25]