以下是第一财经对一些重要公告的汇总，供投资者参考。 【品大事】 华天酒店(000428)公告，公司控股股东湖南旅游发展投资集团有限公司（简称"湖南旅游集团"）正在筹划合并重组事宜，重组方案尚未确定。截至目前，上 述事项不涉及公司重大资产重组事项，不会对公司治理及生产经营情况产生重大影响，可能涉及公司控股股东变更，公司实际控制人将由湖南省人民政府国 有资产监督管理委员会变更为湖南省国有文化资产监督管理委员会。 金浦钛业：子公司徐州钛白停产 预计将对2026年营收产生较大影响 金浦钛业(000545)公告，受钛白行业市场竞争加剧影响，钛白粉产品价格持续下行，公司近年持续处于亏损状态，且短时间内难以扭亏。公司决定减产，即 全资子公司徐州钛白化工有限责任公司（简称"徐州钛白"）停产。除徐州钛白停产外，全资子公司南京钛白化工有限责任公司钛白粉产品、控股子公司安徽 金浦新能源科技发展有限公司硫酸产品均保持正常生产经营。徐州钛白产能8万吨，占公司钛白粉总产能的50%。此次徐州钛白停产预计将对公司2026年营 业收入产生较大影响。 鼎信通讯：副总经理袁志双因涉嫌短线交易公司股票被证监会立案 鼎信通讯(603421)公告，公司 ...

格隆汇1月16日丨海陆重工(002255.SZ)公布，2025年度，公司新签订单金额为194,078.40万元，截至 2025年12月31日累计在手订单为359,747.63万元。以上数据均为含税价且不含已中标但尚未签订合同的 金额。 ...

格隆汇1月16日丨海陆重工（维权）(002255.SZ)公布，2025年度，公司新签订单金额为194,078.40万 元，截至2025年12月31日累计在手订单为359,747.63万元。以上数据均为含税价且不含已中标但尚未签 订合同的金额。 ...

一、2025 年度新签订单及在手订单情况 2025 年度，公司新签订单金额为 194,078.40 万元，截至 2025 年 12 月 31 日 累计在手订单为 359,747.63 万元。以上数据均为含税价且不含已中标但尚未签订 合同的金额。 证券代码：002255 证券简称：海陆重工 公告编号：2026-001 苏州海陆重工股份有限公司 关于 2025 年度订单情况的自愿性信息披露公告 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。 苏州海陆重工股份有限公司（以下简称"公司"）立足"科技领航、业界先 锋"的企业理念，紧扣战略规划和年度任务，持续深耕现有市场、拓展新市场， 取得了积极成效。现将公司 2025 年度的新签订单及在手订单情况公告如下： 苏州海陆重工股份有限公司董事会 2026 年 1 月 17 日 1 单位：万元（含税） | 按行业分类 | 2025 | 年度新签订单 | 截至 | 2025 | 年 | 12 月 31 | 日在手订单 | | --- | --- | --- | --- | --- | --- | --- | --- | | 工业 ...

海陆重工公告，2025年度，公司新签订单金额为19.41亿元，截至2025年12月31日累计在手订单为35.97 亿元。 ...

人民财讯1月16日电，海陆重工（002255）1月16日公告，2025年度，公司新签订单金额为19.41亿元(含 税)，截至2025年12月31日累计在手订单为35.97亿元(含税)。 ...

格隆汇1月15日丨海陆重工(002255.SZ)在互动平台表示，公司从1998年起开始核电设备的制造，经过20 多年在核电领域的深耕与发展，创新智造先后完成多个项目的国际、国内首件（台）制造任务。目前公 司积极参与国内外可控核聚变项目。 ...

Group 1 - The power equipment sector experienced a significant rally in the afternoon, with companies such as Zhongheng Electric and Hailu Heavy Industry hitting the daily limit up [1] - Other companies in the sector, including KOTAI Power, Keda Technology, Keda Data, and Oulu Tong, also saw increases in their stock prices [1]

Group 1 - Company沃尔核材 (002130) is a leading domestic high polymer nuclear radiation modified material enterprise, focusing on the research and supply of insulation and protection materials for fusion devices, with core products including radiation-resistant heat shrink tubing and high-temperature insulation sleeves [1][35] - The radiation-resistant heat shrink tubing is made from specially modified polymer materials, capable of withstanding strong radiation and high-temperature environments within fusion devices, used for insulating superconducting magnet coils and signal cables [1][35] - The high-temperature insulation sleeves developed by the company can withstand temperatures above 200℃, meeting the insulation needs of cables inside the fusion reactor vacuum chamber, and possess excellent corrosion resistance and aging resistance [1][35] Group 2 - Company宝胜股份 (600973) is a leading domestic wire and cable enterprise, focusing on the research and manufacturing of special cables for fusion devices, with core products including radiation-resistant low-smoke halogen-free cables and low-temperature superconducting cable accessories [2][36] - The radiation-resistant cables utilize cross-linked polyethylene insulation materials with added radiation stabilizers, capable of long-term stable operation in radiation doses of 10^6 Gy, already applied in the power distribution system of fusion experimental devices [2][36] - The company is also developing control cables specifically for fusion reactors, optimizing the cable shielding structure to enhance electromagnetic interference resistance, ensuring stable transmission of control signals [2][36] Group 3 - Company西部超导 (688122) is a leading domestic high-end titanium alloy and superconducting materials enterprise, focusing on the research of titanium alloy structural materials and superconducting strip substrates for superconducting magnets in fusion devices [3][37] - The high-strength and high-toughness titanium alloy produced by the company is a core material for the support frame of superconducting magnets, capable of withstanding the enormous electromagnetic forces generated during magnet excitation [3][37] - The company is also developing seamless titanium alloy pipes that are resistant to high pressure and corrosion, used for medium transmission in the cooling system of fusion reactors, becoming an important supplier in the nuclear fusion materials field [3][37] Group 4 - Company钢研高纳 (300034) is a leading domestic high-temperature alloy enterprise, focusing on the research of high-temperature alloy materials for core components of fusion reactors, with core products including nickel-based high-temperature alloys and refractory metal alloys [4][38] - The nickel-based high-temperature alloys developed by the company can withstand temperatures above 1200℃ and possess excellent radiation swelling resistance, suitable for components like the first wall and divertor in fusion reactors [4][38] - The company collaborates with research institutions to conduct research on surface coating technology for high-temperature alloys, enhancing the materials' high-temperature and corrosion resistance [4][38] Group 5 - Company中密控股 (300470) is a leading domestic mechanical sealing enterprise, focusing on the research and manufacturing of sealing components for fluid systems in fusion devices, with core products including high-temperature mechanical seals and vacuum seals [5][39] - The high-temperature mechanical seals can withstand high-temperature and high-pressure media in the cooling system of fusion reactors, with zero leakage sealing performance, already applied in the main circulation pump sealing system of fusion experimental devices [5][39] - The company is also developing dynamic sealing components for fusion devices, addressing sealing challenges for rotating components in fusion reactors [5][39] Group 6 - Company中泰股份 (300435) is a leading domestic deep cooling technology equipment enterprise, focusing on the research and manufacturing of low-temperature refrigeration systems for fusion devices, with core products including large liquid nitrogen refrigeration units and liquid helium temperature refrigeration equipment [6][40] - The large liquid nitrogen refrigeration units can provide a low-temperature cold source of -196℃, supporting the primary cooling of superconducting magnets [6][40] - The company is also developing integrated technology for low-temperature systems in fusion reactors, providing a comprehensive solution of "refrigeration equipment + low-temperature pipelines + insulation systems" [6][40] Group 7 - Company汉钟精机 (002158) is a leading domestic screw compressor enterprise, focusing on the research and manufacturing of vacuum pumps for the vacuum systems of fusion devices, with core products including dry screw vacuum pumps and Roots vacuum pumps [7][42] - The dry screw vacuum pumps can reduce the pressure in the vacuum chamber to 10^-5 Pa, featuring radiation resistance and low vibration, preventing oil vapor contamination in the vacuum environment [7][42] - The company is also optimizing the rotor structure design of vacuum pumps to enhance fatigue resistance and extend the service life in extreme environments of fusion devices [7][42] Group 8 - Company中科三环 (000970) is a leading domestic rare earth permanent magnet materials enterprise, focusing on the research of permanent magnet materials for the magnet systems of fusion devices, with core products including high-performance NdFeB permanent magnets [8][43] - The high coercivity NdFeB permanent magnets produced by the company have excellent magnetic performance and temperature stability, used in auxiliary magnet systems for fusion devices [8][43] - The company is also developing radiation-resistant NdFeB permanent magnets, optimizing the composition by adding niobium and dysprosium to reduce the impact of radiation on magnetic performance [8][43] Group 9 - Company安泰环境 (300179) is a leading domestic high-end environmental and energy chemical equipment enterprise, focusing on the research of gas purification and treatment systems for fusion devices, with core products including high-purity gas purifiers and waste gas treatment devices [9][44] - The gas purifiers can enhance the purity of deuterium-tritium gas to 99.9999%, removing impurities such as oxygen and moisture, ensuring efficient fusion reactions [9][44] - The company is also developing equipment for the recovery and reuse of deuterium-tritium gas, improving fuel utilization rates in fusion reactors [9][44] Group 10 - Company万华化学 (600309) is a leading domestic chemical new materials enterprise, focusing on the research and supply of high-performance polymer materials for fusion devices, with core products including radiation-resistant polyimide films and high-temperature fluoroplastics [10][45] - The radiation-resistant polyimide films have excellent insulation and radiation resistance, used for the insulation layer of superconducting magnets, preventing short circuits in magnet coils [10][45] - The company is also developing high-sealing, radiation-resistant silicone sealants for fusion devices, ensuring the sealing performance of various components [10][45] Group 11 - Company中核科技 (000777) is a leading domestic nuclear-grade valve enterprise, focusing on the research and manufacturing of special nuclear-grade valves for fusion devices, with core products including nuclear-grade shut-off valves, safety valves, and vacuum isolation valves [11][46] - The nuclear-grade shut-off valves are designed to withstand high temperatures, high pressures, and strong radiation, ensuring safe operation in fusion reactors [11][46] - The company is also developing vacuum isolation valves with a sealing vacuum degree of 10^-6 Pa, isolating the vacuum chamber of fusion reactors from external systems [11][46] Group 12 - Company海陆重工 (002255) is a leading domestic industrial furnace and nuclear power equipment enterprise, focusing on the research and manufacturing of heat treatment equipment for high-temperature components in fusion devices, with core products including vacuum heat treatment furnaces and high-temperature sintering furnaces [12][47] - The vacuum heat treatment furnaces can operate in a vacuum environment of 10^-3 Pa, enhancing the density and mechanical strength of components [12][47] - The company is also developing customized heat treatment solutions for fusion device components, optimizing their performance [12][47] Group 13 - Company盾安环境 (002011) is a leading domestic refrigeration and air conditioning equipment enterprise, focusing on the research and manufacturing of temperature control systems for fusion devices, with core products including high-precision constant temperature control systems and low-temperature cooling units [13][48] - The high-precision constant temperature control systems can maintain a temperature accuracy of ±0.1℃, ensuring stable operation of electronic devices in fusion reactors [13][48] - The company is also developing integrated temperature control systems for fusion devices, providing a comprehensive solution of "cooling equipment + temperature sensors + control systems" [13][48] Group 14 - Company抚顺特钢 (600399) is a leading domestic special steel enterprise, focusing on the research and supply of special alloy steels for fusion devices, with core products including martensitic stainless steel and precipitation-hardened stainless steel [14][49] - The martensitic stainless steel produced by the company has high strength and corrosion resistance, suitable for the shell manufacturing of vacuum chambers in fusion reactors [14][49] - The company is also conducting research on the radiation resistance of steel used in fusion devices, optimizing compositions by adding rare earth elements [14][49] Group 15 - Company东华科技 (002140) is a leading domestic engineering design and general contracting enterprise, focusing on the engineering design and system integration of fusion devices, providing full-chain services from process design to construction installation [15][50] - The company has participated in multiple engineering design projects for domestic fusion experimental devices, optimizing the layout design of vacuum chambers, cooling systems, and power systems [15][50] - The company is also developing technical reserves for the engineering design of commercial fusion power plants, supporting future construction [15][50]

Group 1 - The core viewpoint of the article highlights the competitive landscape and market concentration in China's boiler manufacturing industry, indicating a high level of competition among numerous manufacturers with similar products [1][3][6] - The first tier of the competitive landscape includes major listed companies such as Xizi Clean Energy, Huaguang Huaneng, Chuanrun Co., Hailu Heavy Industry, and Huaxi Energy, while the second tier consists of larger non-listed companies like Dongfang Boiler and Wuhan Boiler [1][3] - The market concentration in the boiler manufacturing industry is relatively high, with leading companies gaining more market share as low-end capacities exit the market due to environmental policies [6][7] Group 2 - The number of large-scale boiler manufacturing enterprises in China is significant, but many lack scale production, with the largest companies having registered capital exceeding 500 million yuan [3][10] - The geographical concentration of industrial boiler manufacturers is primarily in Shandong, Jiangsu, and Hebei, which together account for 43% of the total number of manufacturers in the country [7] - The competitive state of the boiler manufacturing industry is characterized by strong bargaining power from suppliers of raw materials, while consumer bargaining power is relatively weak due to regulatory requirements for boiler updates [11][12]