Core Viewpoint - The report highlights a significant decline in the production of metal smelting equipment in China, indicating potential challenges for companies in the industry [1]. Industry Summary - According to data from the National Bureau of Statistics, the production of metal smelting equipment in China was 68,000 tons in December 2025, representing a year-on-year decrease of 18.6% [1]. - The cumulative production of metal smelting equipment from January to December 2025 reached 697,000 tons, showing a cumulative decline of 15.1% [1]. - The report from Zhiyan Consulting provides insights into the market development trends and investment opportunities in the metallurgical equipment manufacturing industry from 2026 to 2032 [1]. Company Summary - Listed companies in the sector include China Steel International (000928), CITIC Heavy Industries (601608), Dalian Heavy Industry (002204), Taiyuan Heavy Industry (600169), China First Heavy Industries (601106), Shanghai Electric (601727), and Dongfang Electric (600875) [1].

Group 1 - The core point of the article is that Dalian Huari Heavy Industry Group Co., Ltd. won a procurement project from Heilongjiang Fulong Wind Power Co., Ltd. for the maintenance service of the SL1500 wind turbine gearbox, with a bid amount of 1.612 million yuan [1][2] Group 2 - Dalian Heavy Industry (002204.SZ) reported a revenue of 14.281 billion yuan for 2024, with a revenue growth rate of 18.97% and a net profit attributable to the parent company of 498 million yuan, reflecting a net profit growth rate of 37.12% [1][2] - In the first half of 2025, the company achieved a revenue of 7.453 billion yuan, with a revenue growth rate of 6.38% and a net profit attributable to the parent company of 312 million yuan, indicating a net profit growth rate of 13.88% [1][2] - The company operates in the industrial sector, with its main product types including environmental machinery, specialized equipment, and components. The revenue composition for 2024 is as follows: material handling equipment segment: 28.11%; new energy equipment segment: 27.76%; metallurgy equipment segment: 18.96%; core components segment: 12.66%; engineering general contracting projects segment: 8.64%; others: 3.88% [1][2]

Group 1 - The company Dalian Heavy Industry announced a guarantee limit of 5.173 billion RMB and 3 million USD for its subsidiaries for the year 2025 [1] - As of now, the actual guarantee balance stands at 2.357 billion RMB and 3 million USD [1] - The total maximum cumulative guarantee limit, once the bank credit guarantees expire, will reach 7.793 billion RMB and 100 million USD, which is approximately 115.83% of the company's audited net assets of 7.329 billion RMB as of December 31, 2024 [1]

证券代码：002204 证券简称：大连重工 公告编号：2026-003 大连华锐重工集团股份有限公司 关于为下属公司申请银行综合授信提供担保的公告 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。 重要内容提示： 1.大连华锐重工集团股份有限公司（以下简称"公司"）第六届董事 会第二十七次会议审议通过了《关于申请综合授信额度及为下属公司提 供担保的议案》，公司2026年度拟为15家下属全资子公司提供预计不超过 77.93亿元人民币和1亿美元的担保额度，约占公司2024年12月31日经审计 归属于上市公司股东的净资产73.29亿元的115.83%（美元兑人民币汇率按 6.9570计算）。 2.公司不存在对外担保逾期的情况，本次担保无反担保，预计的担保 额度并非实际担保金额，实际担保金额尚需以实际签署并发生的担保合 同为准。 3.该事项尚需提交股东会审议。 4.特别风险提示：上述担保金额超过公司最近一期经审计净资产的 50%，且存在对资产负债率超过70%的被担保对象担保，但均为对合并报 表范围内全资子公司提供的担保，财务风险处于公司可控范围内，敬请 投资者充分关注担 ...

证券代码：002204 证券简称：大连重工 公告编号：2026-004 大连华锐重工集团股份有限公司 关于2026年度日常关联交易预计的公告 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、 误导性陈述或者重大遗漏。 根据《深圳证券交易所股票上市规则》的有关规定，结合以往 的实际情况，大连华锐重工集团股份有限公司（以下简称"公司"） 对2026年度日常关联交易进行了预计，具体情况如下： 一、日常关联交易基本情况 （一）日常关联交易概述 1.根据 2026 年生产经营需要，公司拟与关联方大连重工装备 集团有限公司（以下简称"重工装备集团"）及其子公司、大检质 量技术服务（大连）集团股份有限公司及其子公司（原大连检验检 测认证集团有限公司于 2026 年 1 月更名，以下简称"大检集团"） 发生日常关联交易，总金额预计不超过 168,813.61 万元，其中： 向关联方采购金额约为 118,804.00 万元；向关联方销售金额约为 50,009.61 万元。公司 2025 年实际发生的日常关联交易总额为 59,091.61 万元。 2.2026 年 2 月 5 日，公司第六届董事会第二十七 ...

证券代码：002204 证券简称：大连重工 公告编号：2026-005 大连华锐重工集团股份有限公司 关于召开 2026 年第一次临时股东会的通知 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、召开会议的基本情况 1.股东会届次：2026年第一次临时股东会 2.股东会的召集人：董事会 3.会议召开的合法、合规性：公司第六届董事会第二十七次会 议审议通过了《关于召开2026年第一次临时股东会的议案》。本次 股东会的召集、召开符合《公司法》《证券法》《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》《上市公司股东会规则》等法律、行政法 规、部门规章、规范性文件及《公司章程》的有关规定。 4.会议时间: （1）现场会议时间：2026年3月20日（星期五）16:00。 （2）网络投票时间：通过深圳证券交易所系统进行网络投票 的具体时间为2026年3月20日9:15-9:25，9:30-11:30，13:00-15:00； 通过深圳证券交易所互联网投票系统投票的具体时间为2026年3月 20日9:15至15:00的 ...

证券代码：002204 证券简称：大连重工 公告编号：2026-002 大连华锐重工集团股份有限公司 第六届董事会第二十七次会议决议公告 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。 大连华锐重工集团股份有限公司（以下简称"公司"）第六届 董事会第二十七次会议于 2026 年 2 月 2 日以书面送达和电子邮件 的方式发出会议通知，于 2026 年 2 月 5 日以通讯表决方式召开。 会议应参与表决董事 9 人，发出会议表决票 9 份，实际收到董事表 决回函 9 份，公司董事全部参加会议。会议的召开和审议程序符合 《公司法》和《公司章程》的有关规定。 资讯网（http://www.cninfo.com.cn）上的《关于为下属公司申请银 行综合授信提供担保的公告》（公告编号:2026-003）。 表决结果：同意 9 票，反对 0 票，弃权 0 票。 本议案需提请股东会审议。 会议以记名投票方式，审议通过了以下议案： 一、《2025 年度经营工作报告》 表决结果：同意 9 票，反对 0 票，弃权 0 票。 二、《关于申请综合授信额度及为下属公司提供担保的议案》 ...

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]

（文章来源：证券日报） 证券日报网讯 2月3日，大连重工在互动平台回答投资者提问时表示，截至2026年1月30日收市后，公司 合并普通账户和融资融券信用账户的持有人数为74424户。 ...

Core Viewpoint - Dalian Heavy Industry (002204.SZ) focuses on the development, research, and sales of large complete sets of equipment and core components in various fields, including material handling equipment, metallurgical equipment, new energy equipment, transmission and control systems, and marine equipment [1] Group 1 - The company provides large high-end equipment and intelligent service solutions for foundational industries of the national economy, such as metallurgy, ports, energy, mining, engineering, transportation, and shipbuilding [1] - Currently, the company has no plans to engage in space photovoltaic-related business and will continue to focus on its main business [1] - The company aims to consolidate and enhance its core competitiveness in the field of major technical equipment [1]