登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002283 证券简称：天润工业 公告编号：2026-003 天润工业技术股份有限公司股票交易异常波动公告 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。 一、股票交易异常波动的情况介绍 天润工业技术股份有限公司（以下简称"公司"或"本公司"）股票（证券简称：天润工业；证券代码： 002283）于2026年2月12日、2026年2月13日、2026年2月24日连续三个交易日收盘价格涨幅偏离值累计 超过20%，根据《深圳证券交易所交易规则》等相关规定，属于股票交易异常波动的情况。 二、公司关注及核实情况说明 4、公司、控股股东和实际控制人不存在关于本公司的应披露而未披露的重大事项，或处于筹划阶段的 重大事项。 5、公司控股股东、实际控制人在公司股票交易异常波动期间未买卖公司股票。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据《深圳证券交易所股票上市规则》等有关规定应予以披露 而未披露的事项或与该事项有关的筹划、商谈、意向、协议等；董事会也未获悉本公司有根据《深圳证 券交 ...

（编辑 丛可心） 证券日报网讯 2月24日，天润工业发布公告称，公司股票于2026年2月12日、2026年2月13日、2026年2 月24日连续三个交易日收盘价格涨幅偏离值累计超过20%，根据《深圳证券交易所交易规则》等相关规 定，属于股票交易异常波动的情况。本公司董事会确认，本公司目前没有任何根据《深圳证券交易所股 票上市规则》等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等；董 事会也未获悉本公司有根据《深圳证券交易所股票上市规则》等有关规定应予以披露而未披露的、对本 公司股票及其衍生品种交易价格产生较大影响的信息；公司前期披露的信息不存在需要更正、补充之 处。 ...

天润工业发布异动公告，公司股票于2026年2月12日、2026年2月13日、2026年2月24日连续三个交易日 收盘价格涨幅偏离值累计超过20%。经核查，公司前期披露信息无需更正补充，未发现近期公共 传媒 有影响股价的未公开重大信息，经营情况及内外部环境未发生重大变化，不存在应披露而未披露的重大 事项，控股股东及实际控制人在异常波动期间未买卖公司股票。公司将于2026年3月31日披露《2025年 年度报告》，不存在需披露业绩预告的情况，提醒投资者理性投资注意风险。声明：市场有风险，投资 需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

证券代码：002283 证券简称：天润工业 公告编号：2026-003 天润工业技术股份有限公司 股票交易异常波动公告 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。 一、股票交易异常波动的情况介绍 5、公司控股股东、实际控制人在公司股票交易异常波动期间未买卖 公司股票。 三、是否存在应披露而未披露信息的说明 — 1 — 天润工业技术股份有限公司（以下简称"公司"或"本公司"）股票 （证券简称：天润工业；证券代码：002283）于 2026 年 2 月 12 日、2026 年 2 月 13 日、2026 年 2 月 24 日连续三个交易日收盘价格涨幅偏离值累计 超过 20%，根据《深圳证券交易所交易规则》等相关规定，属于股票交易 异常波动的情况。 二、公司关注及核实情况说明 针对公司股票交易异常波动的情况，公司董事会对有关事项进行了核 查，并通过电话及现场问询方式，对公司控股股东及实际控制人就相关事 项进行了核实，现就有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格 产生较大影响 ...

南财智讯2月24日电，天润工业公告，公司股票于2026年2月12日、2026年2月13日、2026年2月24日连续 三个交易日收盘价格涨幅偏离值累计超过20%，构成股票交易异常波动。经核查，公司前期披露的信息 不存在需要更正、补充之处；未发现近期公共传媒报道可能或已经对公司股票交易价格产生较大影响的 未公开重大信息；近期经营情况及内外部经营环境未发生重大变化；公司、控股股东及实际控制人不存 在应披露而未披露的重大事项，亦无处于筹划阶段的重大事项；控股股东、实际控制人在异常波动期间 未买卖公司股票。 ...

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 2026年2月24日，天润工业（sz002283）触及涨停，涨停价10.07元，涨幅10.05%，总市值114.74亿元， 流通市值101.06亿元，截止发稿，总成交额8.93亿元。 根据喜娜AI异动分析，天润工业涨停原因可能如下，股份回购+管理层稳定+业务多元： 1、天润工业股 份回购计划稳步推进，已完成2569.7万元，占计划下限102.8%，累计回购466.2万股，且实际回购价5.26 - 5.93元显著低于上限9.57元，体现管理层对公司未来发展的信心，一定程度上提升了市场对公司的预 期。 2、公司董事长等主要高管连任，保障了战略的连续性，同时新提名独立董事均符合监管要求，含 会计专业人士，使 ...

Group 1 - The core viewpoint of the article highlights the increasing demand for large engine generator sets as backup power sources for data centers, driven by overseas tech giants investing in self-owned power plants to ensure stable computing power supply [1] - The company is deeply integrated into the supply chain of internal combustion engine power generation and backup supply, benefiting from structural opportunities in the industry [1] Group 2 - The company has established a dual reserve of technical and production capacity, with five production lines for large crankshafts and two additional lines expected to be operational by the end of the year, aiming for an annual production capacity of 30,000 large crankshafts [2] - In the connecting rod sector, the company operates nine dedicated production lines and is building two more, with an expected annual production capacity of 700,000 connecting rods by the end of the year [2] - By 2027, the market size for the company's large crankshaft and connecting rod business is projected to exceed 1.5 billion yuan, with average unit prices and profit levels significantly higher than traditional categories [2] Group 3 - The company is actively building a global production capacity system, with the establishment of a factory in Thailand serving as a strategic hub to address geopolitical fluctuations and provide localized support to customers in Southeast Asia, North America, and Africa [3] - By 2027, overseas revenue is expected to account for 30% of total revenue, with engine and generator set supporting businesses being the main growth drivers [3] - The company is expanding its product portfolio with high value-added products, including lightweight crankshafts and connecting rods, electric steering systems, air suspension, electric drive axles, and aluminum lightweight components [3] Group 4 - Revenue forecasts for the company indicate expected revenues of 3.93 billion, 4.57 billion, and 5.5 billion yuan for 2025, 2026, and 2027 respectively, with net profits of 390 million, 490 million, and 600 million yuan [3]

Summary of Conference Call Notes Industry Overview - The focus is on the gas generator industry, particularly in North America, where there is a clear demand for gas-powered generators due to electricity shortages [1][2]. Key Insights - **Short-term Demand**: North America is experiencing a power shortage, and the long delivery times for gas turbines make it difficult to alleviate this situation quickly. It is estimated that by 2026, the electricity gap for data centers in North America will be approximately 12-15 GW, with around 80% expected to be covered by gas generators, translating to about 10-12 GW or approximately 3,000 units of gas generators [1]. - **Long-term Growth**: The demand for small to medium-sized data centers, such as edge computing centers, is expected to grow over 30% annually. Gas engines are favored due to their ability to reduce operational costs through lower parallel unit requirements and modular characteristics that decrease redundancy costs [2]. Competitive Advantages - Gas engines may become a superior alternative to gas turbines due to their two main advantages: reduced operational costs and modular design [3]. - Major overseas manufacturers have secured large orders, with individual units valued at up to 10 million yuan, significantly higher than traditional diesel generators. For instance, Caterpillar has received a 2 GW order for gas generator sets, with potential future orders reaching 8 GW, scheduled for delivery between September 2026 and August 2027 [3]. Company Recommendations - **Weichai Power**: Has established a presence in the gas generator market, with hundreds of non-data center orders expected by 2026. They plan to launch 2-3 MW products by 2027 [3]. - **Yinlun**: Acts as a core supplier for Caterpillar's gas generator thermal management systems, with a cost component of approximately 10-20 thousand dollars per unit based on a 2.5 MW generator [4]. - **Tianrun Industrial**: Supplies connecting rods for Caterpillar, with plans to expand into crankshafts, starting mass production in May 2026 [4]. Additional Companies to Watch - Other notable companies include Weifu High-Technology (after-treatment and fuel nozzles) and Changyuan Donggu (cylinder blocks and heads) [5].

Investment Rating - The report maintains an investment rating of "Leading the Market-A" for the general machinery sector [1][10]. Core Insights - The demand for power in North American data centers is increasing, leading to opportunities for domestic gas generator replacements and overseas expansion [1][10]. - The global power consumption of data centers is projected to double from approximately 415 TWh in 2024 to 945 TWh by 2030, indicating a significant growth trajectory [5]. - Caterpillar's revenue reached a historical high of $67.6 billion in 2025, with a 71% year-on-year increase in orders, driven by the surge in demand for data center backup power and gas engines [6][10]. Summary by Sections Market Performance - The general machinery sector has shown strong performance over the past year, with significant growth in the energy and power segment, which achieved a revenue of $9.4 billion, a 23% year-on-year increase [2][6]. Data Center Power Solutions - The increasing reliance on off-grid power solutions in data centers is driven by the mismatch between data center construction cycles and grid expansion timelines, necessitating the use of gas engines as primary power sources [5][8]. - Wärtsilä has secured orders for 507 MW of gas engines for data centers in the U.S., highlighting the growing trend of using gas engines for primary power supply [3][7]. Engine Market Dynamics - The share of gas engines in data center power generation is expected to rise from 28.6% in 2020 to 53.7% by 2024, with projections indicating a further increase to 70.8% by 2030, corresponding to a market size of approximately 101.8 billion RMB [8][10]. - The advantages of medium-speed engines include shorter delivery times, operational reliability in various environments, cost-effectiveness, and compliance with low emissions standards [9]. Investment Opportunities - The imbalance in supply and demand for gas engines in overseas markets presents an opportunity for domestic manufacturers to expand internationally [10][11]. - Key companies to watch include Weichai Heavy Machinery and Weichai Power, which have advantages in the North American market and in the production of gas engines [11].

Group 1: Transformer Industry - The transformer orders have significantly increased since June 2022, with some production lines nearing full capacity due to a global "transformer shortage" [2][3] - China has become the world's largest transformer producer, accounting for approximately 60% of global production capacity, which supports domestic companies in securing international orders [2] - Major companies like Igor are expanding production capacity in multiple countries, with expectations of sustained industry growth for the next 3-5 years [3] Group 2: Large Bore Engine Sector - Large bore engines are essential for ensuring the continuous operation of AI data centers, with the global electricity demand for data centers projected to double by 2030 [4] - Weichai Power has broken the monopoly of international giants in the large bore engine market, with a forecasted 259% increase in sales of data center power generation equipment by 2025 [5] - The company is expanding its production capabilities and investing in technology to meet the growing demand from both domestic and international markets [6] Group 3: Core Components - The core components sector is experiencing high demand, with companies like Tianrun Industrial operating at full capacity to meet the needs of large engine manufacturers [7] - The company has established multiple production lines for large crankshafts and is set to become a leading player in the market with significant capacity expansions planned [8] - The global market for data center power generation units is expected to grow from $6 billion in 2023 to $12 billion by 2030, indicating a robust growth trajectory for the industry [8]