| 300879 | 5 人 4 1 X | ZU.UUYO | 14:50 | 海概念 | | --- | --- | --- | --- | --- | | 宝馨科技 | | | | 机器人+光 | | 002514 | 首板 | 9.98% | 09:32 | 伏 | | 华丽家族 | 首板 | 9.92% | 09:44 | 机器人 | | 600503 | | | | +石墨烯 | | 凯迪股份 | 首板 | 10.01% | 10:16 | 机器人 | | 605288 | | | | | | 云内动力 | 首板 | 9.87% | 10:18 | 机器人 | | 000903 | | | | +发电机 | | 云中马 603130 | 首板 | 10.00% | 10:41 | 机器人 | | 南山智尚 | 首板 | 19.98% | 10:54 | 机器人 | | 300918 | | | | | | 信捷电气 | 首板 | 10.00% | 11:00 | 机器人 | | 603416 | | | | | | 赛福天 | 首板 | 10.00% | 11:21 | 深海科技 | | 6030 ...

一、行情： 5月6日，可控核聚变板块走强，久盛电气20cm封板，海陆重工、雪人股份、合锻智能、永鼎股份、兰石重装等集体上板；中州特材、鑫宏业、常辅股份 等涨超10%。 二、事件： 据新华社报道，国际热核聚变实验堆（ITER）组织官网4月30日宣布，其已完成全球最大、最强的脉冲超导电磁体系统的所有组件制造，这是聚变能源 领域的一项里程碑式成就。 ITER是一个能产生大规模核聚变反应的托卡马克装置，被誉为全世界最大的"人造太阳"，欧盟、中国、美国、日本、韩国、印度和俄罗斯共同资助这一 项目。该项目是当今世界规模最大、影响最深远的国际大科学工程之一，旨在模拟太阳发光发热的核聚变过程，探索受控核聚变技术商业化可行性。 另据智通财经报道，国内头部信息技术、交通运输企业等已与核能企业合作开展了小型堆为数据中心供电的示范项目前期论证，以及一体化车载微型动 力堆研发项目等。据IAEA统计，目前全球有80多种小堆设计与概念方案，其普遍基于第三代核电技术，并部分借鉴和吸纳了第四代核能系统技术理 念。 三、机构解读： 近年来核聚变处在产业风口，不仅各国政府开始认知到聚变能的潜力，并加快了政策落地与资金扶持，资本布局也在加速。核聚变 ...

证券时报·数据宝统计，截至（4月30日）收盘，沪指报3279.03点，跌7.62点，跌幅为0.23%；深成指报 9899.82点，涨50.02点，涨幅为0.51%；创业板指报1948.03点，涨16.09点，涨幅为0.83%。个股方面， 今日67只A股换手率超过20%。（数据宝） （文章来源：证券时报网） | | 金力泰 | | | | | --- | --- | --- | --- | --- | | 002298 | 中电鑫龙 | 5.75 | 24.07 | 4.55 | | 301225 | 恒勃股份 | 56.00 | 24.06 | 1.08 | | 603086 | 先达股份 | 8.70 | 23.81 | -0.91 | | 300548 | 博创科技 | 45.75 | 23.56 | 2.81 | | 300963 | 中洲特材 | 15.14 | 23.40 | -6.83 | | 870199 | 倍益康 | 29.19 | 23.38 | 29.96 | | 000510 | 新金路 | 4.37 | 23.19 | -9.34 | | 002229 | 鸿博股份 | 15.88 ...

截至4月29日收盘，可控核聚变概念下跌0.87%，位居概念板块跌幅榜前列，板块内，*ST立航跌停，浙 能电力、爱科赛博、兰石重装等跌幅居前，股价上涨的有27只，涨幅居前的有鑫宏业、应流股份、合锻 智能等，分别上涨6.83%、3.70%、3.20%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PEEK材料 | 5.60 | 超超临界发电 | -1.53 | | 染料 | 3.85 | 抽水蓄能 | -0.87 | | 减速器 | 2.85 | 可控核聚变 | -0.87 | | POE胶膜 | 2.77 | 航运概念 | -0.86 | | 人形机器人 | 2.30 | 青蒿素 | -0.81 | | 噪声防治 | 2.20 | ST板块 | -0.79 | | 碳纤维 | 2.20 | 免税店 | -0.60 | | 汽车拆解概念 | 2.17 | 跨境支付(CIPS) | -0.51 | | 一体化压铸 | 2.14 | 赛马概念 | -0.45 | | 有机硅概念 | 2.09 | 煤炭概念 | - ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002255 证券简称：海陆重工 公告编号：2025-028 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.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 3.第一季度报告是否经审计 □是 R否 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 R否 （三） 主要会计数据和财务指标发生变动的情况及原因 R适用 □不适用 （二） 非经常性损益项目和金额 R适用 □不适用 单位：元 其他符合非经常性损益定义的损益项目的具体情况 □适用 R不适用 公司不存在其他符合非经常性损益定义的损益项目的具体情况。 将《公开发行证券的公司信息披露解释性公告第1号——非经常性损益》中列举的非经常性损益项目界 定为经常性损益项目的情况说明 □适用 ...

海陆重工（002255）公告，2025年第一季度营收为4.67亿元，同比增长0.33%；净利润为7374.89万元， 同比增长62.37%。 ...

Financial Performance - The company's operating revenue for Q1 2025 was ¥466,891,117.16, a slight increase of 0.33% compared to ¥465,376,644.65 in the same period last year[5] - Net profit attributable to shareholders increased by 62.37% to ¥73,748,906.36 from ¥45,419,615.41 year-on-year[5] - Basic and diluted earnings per share rose by 64.75% to ¥0.0888 from ¥0.0539 in the same quarter last year[5] - The total comprehensive income for Q1 2025 was ¥73,774,187.60, reflecting a 76.93% increase from ¥41,696,867.12 in the same period last year[11] - Net profit for the current period was ¥73,768,842.45, compared to ¥42,969,607.58 in the previous period, indicating an increase of approximately 71.6%[23] - The company achieved a total comprehensive income of ¥73,774,187.60, compared to ¥41,696,867.12 in the previous period, representing an increase of about 76.5%[24] Cash Flow - The net cash flow from operating activities improved significantly to ¥31,448,145.03, compared to a negative cash flow of ¥31,240,963.14 in the previous year, marking a 200.66% increase[5] - The net cash flow from operating activities was ¥31,448,145.03, a significant improvement compared to a net outflow of ¥31,240,963.14 in the previous period[25] - Net cash flow from investment activities was -$23,492,965.24, indicating a decrease compared to the previous period's -$24,782,337.25[26] - The net cash flow from financing activities was -$9,902,073.33, compared to -$4,902,485.55 in the previous period[26] - Cash flow from operating activities was not detailed in the provided content, but the overall cash and cash equivalents decreased by $1,195,964.09[26] Assets and Liabilities - Total assets at the end of Q1 2025 were ¥6,925,564,022.70, a marginal increase of 0.02% from ¥6,924,203,732.36 at the end of the previous year[5] - The company's current assets totaled CNY 5,147,007,163.95, compared to CNY 5,110,557,941.90 at the start of the period, indicating a growth in liquidity[19] - The total liabilities decreased to ¥2,779,566,896.77 from ¥2,851,980,794.07, showing a reduction of approximately 2.5%[21] - Total current liabilities decreased from CNY 2,691,275,735.85 to CNY 2,615,558,679.17, a reduction of approximately 2.81%[20] - The company's long-term investments slightly decreased from CNY 43,147,649.65 to CNY 42,155,352.57[20] Financial Ratios and Returns - The company's weighted average return on equity increased to 1.82% from 1.23% year-on-year[5] - The company reported a decrease in financial expenses, with a net financial income of -¥5,819,789.93 compared to -¥3,980,514.68 previously[22] Tax and Investment Income - The company reported a 39.70% decrease in taxes and surcharges, down to ¥4,182,789.10 from ¥6,936,428.78, attributed to a reduction in value-added tax[11] - Investment income showed a significant decline of 370.24%, resulting in a loss of ¥780,664.65 compared to a loss of ¥166,013.03 in the previous year[11] Other Information - The company did not undergo an audit for the first quarter report[27] - The company plans to implement new accounting standards starting in 2025[27]

正如我近期分析的那样，迫于美元、美债以及美国内部的压力，特朗普政府终于认怂了。 昨晚美国总统特朗普表示，尽管对美联储未能更迅速地降息感到不满，但没有解雇美联储主席鲍威尔的计划，希望鲍威尔在利率问题上采取更积极的行动。 对于关税，美国财长贝森特在一场闭门的投资者会议上表示，关税僵局不可持续，预计将在不久的将来，形势有所缓和。特朗普也在公开场合发表了讲话， 他承认美国目前对自中国进口商品的关税过高，预计税率将大幅降低。 不管后面怎么谈，起码口风上软化了，避险情绪降温，刚好美股跌到低位、黄金涨到高位，资金顺势做切换。 美股周二大幅收涨，道指涨2.66%，纳指涨2.71%，标普500指数涨2.51%。热门中概股表现强势，纳斯达克中国金龙指数收涨3.69%。盘后美股股指期货继续 走强，美股股指期货涨幅扩大，纳指期货涨2%，标普500指数期货涨1.65%，道指期货涨1.26%。除了沪指外，今天亚太股市全线上涨，欧洲股市也大涨。 受避险情绪降温影响，现货黄金跌破3300美元/盎司，日内大跌2.4%，较昨日创造的历史峰值回落了200美元。 其实特朗普政府近期的变化早就在4月10日暂停对等关税时就有迹可循，之前关税主要是贸易代 ...

Group 1: Company Overview - The company specializes in the manufacturing and sales of industrial waste heat boilers, large and special material pressure vessels, and nuclear safety equipment [1] - It also provides environmental comprehensive governance services for solid waste and wastewater treatment and recovery [1] - The company operates photovoltaic power plants [1] Group 2: Nuclear Power Products - The company has been manufacturing nuclear power equipment since 1998, completing several domestic and international first-time manufacturing tasks over 20 years [1] - Key nuclear safety equipment includes various components such as injection tanks, internal component lifting baskets, and emergency water supply tanks [1] - The company is actively involved in domestic nuclear power construction and has achieved significant results in the reactor-level container field [1] Group 3: Future Projects - The fourth-generation nuclear power equipment project is currently undergoing approval procedures, with construction expected to start in the second half of 2025 and production in the second half of 2026 [2] - This project aims to alleviate current capacity bottlenecks and enhance production capabilities [2] - The company plans to strengthen its nuclear power business in line with national development policies [2] Group 4: Q1 2025 Performance - The company has forecasted a net profit increase of 50%-65% for Q1 2025, attributed to improved order quality and a higher proportion of high-margin product orders [2] - The sales gross margin has shown significant growth compared to the same period last year [2] Group 5: Strategic Planning - The company emphasizes strong R&D capabilities and accurate market positioning, ensuring product quality while pursuing innovation [2] - Future strategies include deepening core business, enhancing technological innovation, and improving management and cost control [2] - The goal is to optimize resource allocation to increase profitability and market competitiveness [2]

本次会议前面向方证证券的专业投资者提供观点所有信息或观点不构成投资建议根据监管规定会议不得交流敏感内幕信息未经方证证券事先书面许可任何机构或个人点击录音制作纪要转发转载传播复制编辑 各位投资者大家早上好我是方证企业分析师赵璐那今天我们非常荣幸邀请到了这个海陆重工的董秘张总来跟我们解读一下2024年的年报然后公司也是在20年取得了非常稳健的业绩增长然后要不接下来就由 这个张总简单给我们介绍一下这个24年的经营情况好的感谢赵露啊24年呢我们基本上都是稳健增长那个因为我们应急嘛看经济论看的比较多经济论去年是营收的话是 小幅的减少的大概是27.88个亿然后去年各方面都是比较平稳的对我们来说各个子公司什么有一些变化但幅度也影响也不大大体是这么个情况去年就是清洁了订单在手的应该是42个亿吧其他好像没有什么特殊的 那个锅炉也是比较稳定的一个增长还有我们工业制造当中的压力容器去年也表现得也不错这个核电上面稍微比预期的稍微差一点其他各个事业部都挺正常的我就大体介绍到这里 好的好的谢谢那个张总还是先请教一下就是关于在手订单的问题我们好像那个二月份的时候披露过24年的新签订单和在手订单的情况这个应该是去年新签应该是27.7亿元是吧 ...