（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]

Core Viewpoint - Weihai Guangtai announced the postponement of certain fundraising investment projects due to the current implementation progress of the convertible bond fundraising projects [1] Group 1: Project Postponements - The project "Emergency Rescue Equipment Production Base Project (Phase I)" will have its expected usable status date extended from March 31, 2026, to June 30, 2027, without changes to the project entity, total investment, or fund usage [1] - The project "Yangting Base Intelligent Transformation Project" will have its expected usable status date extended from December 31, 2025, to December 31, 2026, also maintaining the same project entity, total investment, and fund usage [1]

中兴华会计师事务所（特殊普通合伙）已进行验资，并于2023年10月25日出 具了《威海广泰空港设备股份有限公司向不特定对象发行可转换公司债券募集资 金验证报告》（中兴华验字（2023）第030034号）。 中航证券有限公司 关于威海广泰空港设备股份有限公司 部分募集资金投资项目延期的核查意见 中航证券有限公司（以下简称"中航证券"或"保荐机构"）作为威海广泰 空港设备股份有限公司（以下简称"威海广泰"或"公司"）向不特定对象发行 可转换公司债券的持续督导机构，根据《证券发行上市保荐业务管理办法》《深 圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管指引第1号—— 主板上市公司规范运作》和《上市公司募集资金监管规则》等有关规定，对威海 广泰部分募集资金投资项目延期的事项进行了审慎核查，核查情况如下： 一、募集资金的基本情况 经中国证券监督管理委员会《关于同意威海广泰空港设备股份有限公司向不 特定对象发行可转换公司债券注册的批复》(证监许可[2023]1972号文)的核准，公 司获准向社会公开发行面值总额为700,000,000.00元的可转换公司债券，期限6年。 公司本次发行可转换公司债券募集资金总额 ...