同壁财经讯，企查查数据显示，根据《山东省机场管理集团有限公司气源车、电源车采购项目（气源 车）成交结果公示》，威海广泰空港设备股份有限公司于2026年2月6日公告中标山东省机场管理集团有 限公司采购项目，中标金额为173.70万元。 相关上市公司：威海广泰(002111.SZ) 同壁财经小贴士： 威海广泰（002111.SZ）2024年营业收入为28.88亿元，营业收入增长率为20.09%，归属母公司净利润为 0.75亿元，归属母公司净利润增长率为-40.62%，净资产收益率为2.40%。 2025年上半年公司营业收入为14.25亿元，营业收入增长率为10.91%，归属母公司净利润为0.83亿元， 归属母公司净利润增长率为-22.41%。 目前公司属于工业行业，主要产品类型为专用设备与零部件，2024年报主营构成为空港装备:55.31%;消 防设备:40.04%;其他产品:4.65%。 同壁财经讯，企查查数据显示，根据《山东省机场管理集团有限公司气源车、电源车采购项目（气源 车）成交结果公示》，威海广泰空港设备股份有限公司于2026年2月6日公告中标山东省机场管理集团有 限公司采购项目，中标金额为173.70 ...

Core Viewpoint - The low-altitude economy sector is showing mixed results for 2025, with 22 companies expected to be profitable while another 22 are projected to incur losses, indicating a significant divergence in performance within the industry [3]. Performance Forecast Summary Profit Growth - 11 companies are expected to report profit increases, with notable projections including: - Xinzhi Group (002664.SZ) and Shangluo Electronics (300975.SZ) anticipating several-fold increases in net profit [4]. - Weihai Guangtai (002111.SZ), Tongyu Heavy Industry (300185.SZ), and Guangyang Co. (002708.SZ) expecting over 50% growth in net profit [4]. - Wan Feng Aowei (002085.SZ) and Zongshen Power (001696.SZ) also forecasted net profit growth [4]. Losses - 22 companies are projected to incur losses, with several notable cases: - Zhongtian Rocket (003009.SZ) and Andavil (300719.SZ) have shifted from profit to loss [7]. - Haige Communication (002465.SZ) is investing heavily in R&D, leading to increased costs and a projected loss [7]. - Companies like Aerospace Power (600343.SH) and Sihua Electronics (600990.SH) are also expected to continue reporting losses [8]. Industry Insights - The low-altitude economy's contribution to overall profits remains limited, with most revenue still coming from aircraft manufacturing and infrastructure construction [3]. - Companies like Wan Feng Aowei are leveraging their low-altitude business to drive profit growth, supported by strong orders in general aviation aircraft manufacturing and strategic acquisitions [5]. - The industry is witnessing a shift towards commercial applications of low-altitude technologies, with companies preparing for a significant commercialization phase in 2026 [9][10]. Strategic Developments - Companies are increasingly focusing on integrating low-altitude infrastructure and management platforms, as seen with Suzhou Keda's strategic investments in civil aviation infrastructure [11]. - The emphasis on R&D and market expansion in emerging fields like low-altitude economy is evident, with companies aiming to enhance their competitive edge through innovative solutions [7][11].

（编辑 丛可心） 证券日报网讯 1月28日，威海广泰发布公告称，公司预计2025年度归属于上市公司股东的净利润为11， 939.94万元至14，178.67万元，比上年同期7，462.46万元增长60.00%至90.00%。 ...

格隆汇1月28日丨威海广泰(002111.SZ)公布，预计2025年归属于上市公司股东的净利润11,939.94万元～ 14,178.67万元，比上年同期增长60.00%～90.00%，扣除非经常性损益后的净利润9,645.91万元～ 11,884.65万元，比上年同期增长37.75%～69.72%。 报告期，公司空港装备国际市场继续以大型地服公司和设备租赁公司为重点，通过品牌效应不断延伸开 发新市场；国内市场持续深耕枢纽机场和省会机场项目，取得订单量充足。同时，公司全面深化"五大 变革"，不断加快智能制造转型，空港装备提产扩能成效初显，生产效率稳步提升。公司科学排产，加 快产品的交付，空港装备业务收入实现较大幅度增长。 ...

南财智讯1月28日电，威海广泰发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 11939.94万元—14178.67万元，同比预增60.00%—90.00%；预计2025年全年归属于上市公司股东的扣除 非经常性损益的净利润为9645.91万元—11884.65万元，同比预增37.75%—69.72%。报告期，公司空港 装备国际市场继续以大型地服公司和设备租赁公司为重点，通过品牌效应不断延伸开发新市场；国内市 场持续深耕枢纽机场和省会机场项目，取得订单量充足。同时，公司全面深化"五大变革"，不断加快智 能制造转型，空港装备提产扩能成效初显，生产效率稳步提升。公司科学排产，加快产品的交付，空港 装备业务收入实现较大幅度增长。 ...

威海广泰公告，预计2025年度净利润为1.19亿元至1.42亿元，同比增长60.00%～90.00%。报告期内，公 司空港装备国际市场继续以大型地服公司和设备租赁公司为重点，通过品牌效应不断延伸开发新市场； 国内市场持续深耕枢纽机场和省会机场项目，取得订单量充足。同时，公司全面深化"五大变革"，不断 加快智能制造转型，空港装备提产扩能成效初显，生产效率稳步提升。公司科学排产，加快产品的交 付，空港装备业务收入实现较大幅度增长。 ...

威海广泰空港设备股份有限公司 2025 年度业绩预告 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。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 证券代码：002111 证券简称：威海广泰 公告编号：2026-004 债券代码：127095 债券简称：广泰转债 四、风险提示 1、本次业绩预告是公司财务部门的初步估算，具体财务数据将在 2025 年年度报告中详细披露。 2、公司将严格依照有关法律法规的规定和要求，及时做好信息披露工作，敬请广大投资者谨慎决 策，注意投资风险。 2、业绩预告情况：预计净利润为正值且属于同向上升 50%以上情形 （1）以区间数进行业绩预告的 单位：万元 | 项 | 目 | | | 本报告期 | | 上年同期 | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 | | 11,939.94 | | ～ | 14,178.67 | | | 东的净利润 | | 比上年同期 增长 | 60.00% | ～ | 90.00 ...

Core Viewpoint - The ground comprehensive service industry in China's civil aviation sector is experiencing rapid growth, driven by the recovery of air transport and supportive government policies, with the market expected to reach 230 billion yuan in 2024, reflecting a year-on-year increase of 2.2% [1][5]. Industry Overview - Ground comprehensive services encompass essential services provided when aircraft arrive and depart from airports, including management, passenger services, baggage handling, cargo services, and aircraft maintenance [3]. - The industry is crucial for aviation safety and significantly impacts the efficiency and quality of services provided to airlines and consumers [3]. Market Size and Trends - The market size of China's ground comprehensive services reached 250 billion yuan in 2019, fluctuated due to the pandemic from 2020 to 2022, and is recovering with a projected market size of 230 billion yuan in 2024 [1][5]. - The number of transport airports in China is expected to increase to 263 by the end of 2024, further driving demand for ground services [5]. Policy Support - The government has introduced various policies to enhance ground services, including guidelines for optimizing first-time passenger services and regulations for managing airport service operations [4]. Competitive Landscape - The ground comprehensive service market is highly competitive, with major players including large airlines like China Eastern Airlines and China Southern Airlines, specialized ground service companies, and airport management firms [6][7]. - Large airlines dominate the market due to their extensive service networks and operational experience, while specialized companies excel in specific service areas [6]. Development Trends - Digital transformation is reshaping the industry, enabling better demand forecasting and resource optimization through data analysis [9]. - The industry is moving towards green and sustainable practices, incorporating eco-friendly vehicles and energy-efficient equipment to reduce environmental impact [10]. - Service models are diversifying to meet individual passenger needs, introducing innovative services like exclusive transfers and smart baggage tracking [12]. - Market competition is intensifying as more companies enter the sector, leading to increased consolidation and a need for companies to enhance their competitiveness [13].

Investment Rating - The report maintains a "Recommended" rating for the mechanical industry, with a focus on mining equipment, AI devices, and consumables [1]. Core Insights - The mechanical industry is expected to enter a new recovery cycle driven by monetary and fiscal policies, with significant capital expenditure anticipated in mining due to rising prices of non-ferrous metals [6][8]. - The AI sector is experiencing rapid growth, leading to increased demand for high-performance servers, GPUs, and advanced PCBs, which are critical for AI applications [6][20]. - The report highlights key companies in various segments, including industrial control, robotics, machine tools, and testing industries, suggesting a broad range of investment opportunities [6][8]. Summary by Sections Industry Overview - The mechanical industry comprises 636 listed companies with a total market capitalization of approximately 70,956.73 billion yuan and a circulating market value of about 58,998.75 billion yuan [3]. Company Profit Forecasts and Valuations - Several companies are highlighted with strong profit forecasts and investment ratings, including: - Huichuan Technology (300124.SZ): EPS forecasted at 2.11 yuan for 2025, with a strong buy rating [2]. - Falan Technology (603966.SH): EPS forecasted at 0.60 yuan for 2025, with a strong buy rating [2]. - Xinjie Electric (603416.SH): EPS forecasted at 1.83 yuan for 2025, with a strong buy rating [2]. - Other notable mentions include companies like Anhui Heli (600761.SH) and Sany Heavy Industry (600031.SH), both receiving strong buy ratings [2]. Market Performance - The mechanical sector has shown a positive performance with a 1.4% increase in the index, while the overall market performance varied across different indices [10][13]. - The 3C equipment segment experienced the highest growth at 14.4%, indicating strong demand in this area [11]. Investment Recommendations - The report suggests focusing on companies that are well-positioned to benefit from the AI wave, such as: - Dingtai High-Tech and Zhongtung High-Tech in the consumables sector [20][21]. - Dazhu CNC and Xinqi Micro-Assembly in the equipment sector [20]. - The report emphasizes the importance of high-end equipment and consumables in the PCB market, projecting significant growth in this area [20][21]. Key Data Tracking - The report includes macroeconomic indicators and industry-specific data, such as the manufacturing PMI and fixed asset investment growth rates, which are crucial for understanding the industry's health [32][36].

Core Viewpoint - Weihai Guangtai announced the approval of a proposal regarding the extension of certain fundraising investment projects by its eighth board of directors at the seventh meeting [2] Group 1 - The company held its seventh meeting of the eighth board of directors on January 16 [2] - The meeting resulted in the approval of a proposal to extend the timeline for some fundraising investment projects [2]