南财智讯2月5日电，西子洁能在投资者关系活动中表示，公司已取得民用核二三级制造许可证，拥有核 级制造车间及完整核级设备制造能力；目前具备核聚变装置冷却水系统三级回路设备的全流程供货能 力，正力争承接二级回路设备供货项目，并同步拓展杜瓦结构生产制造能力，为我国核聚变工程提供全 面、可靠、高质量的装备支撑。 ...

南财智讯2月5日电，西子洁能在投资者关系活动中表示，公司在国内燃机余热锅炉市场占有率超过 50%，是行业领跑者；海外市场方面，作为美国N/E公司全球最大的技术转让方，已承接巴基斯坦必凯 9H级、尼日利亚12台9E等标志性项目；伴随全球天然气发电需求攀升及国际关系缓和，公司将加快全 球布局，全力推动燃气轮机余热锅炉全球化及北美市场订单落地。 ...

Company Overview - Founded in 1955, joined Xizi Elevator Group in 2002, and listed on the Shenzhen Stock Exchange in 2011 [4] - Main business includes waste heat boilers, clean energy equipment, solutions, and spare parts/services [4] - Key clients are from high energy-consuming industries such as power, steel, and cement [4] Order and Financial Performance - In 2025, the company achieved new orders totaling CNY 5.998 billion, with breakdowns as follows: - Waste heat boilers: CNY 1.967 billion - Clean energy equipment: CNY 0.632 billion - Solutions: CNY 2.688 billion - Spare parts and services: CNY 0.711 billion [5] - As of December 31, 2025, the company had an order backlog of CNY 5.916 billion [5] - The gross margin for waste heat boilers was 29.68% as of mid-2025 [7] - The company reported a net profit of CNY 220 million to CNY 280 million for 2025, a significant increase of 53.3% to 95.11% year-on-year [9] Market Position and Competitive Advantages - Holds over 50% market share in the domestic waste heat boiler sector, recognized as a leader [6] - Key projects include those for the Beijing Olympics and major energy stations [6] - Established a strong presence in international markets, particularly in Southeast Asia and South America, with significant projects in Pakistan and Nigeria [6][10] Nuclear Power Sector - Over 20 years of experience in the nuclear power sector, with licenses for civil nuclear manufacturing [8] - Focus on key equipment for nuclear islands and partnerships with major players like China General Nuclear Power Group [8] - Aims to expand into third and fourth generation nuclear power projects [8] Strategic Collaborations - Signed a strategic cooperation agreement with Beijing Qingwei Intelligent Technology Co., Ltd. to develop AI data centers and energy solutions [10][11] - The collaboration aims to integrate energy and computing capabilities, enhancing sustainability and efficiency [11] Future Outlook - Plans to enhance order quality and optimize order structure to drive high-quality business growth [5] - Focus on expanding global market presence and increasing competitiveness of "Xizi Manufacturing" in international markets [6]

中证报中证网讯(记者罗京)据"西子洁能"官微，近日，杭州市具身智能机器人产业链对接会在西子洁能 旗下的西子智慧产业园举行。会上，西子洁能宣布拟作为有限合伙人参与设立产业基金，聚焦人工智 能、具身智能及AIDC数据中心能源技术等前沿领域，通过产投联动推动技术创新与产业升级。基金由 禧筠资本创始合伙人汤筠负责运作。 上述负责人进一步表示，园区内人形机器人将开展多场景应用探索：在消费场景中从事送餐、引导、保 洁等工作；在工厂车间参与精细化生产操作；在写字楼与公寓区域承担巡逻、快递搬运、清洁等工作。 未来园区还将规划学研、赛训及机器人4S维保场景，构建"研发-测试-生产-应用-维修"全周期产业生 态。 值得关注的是，浙江人形机器人赛训基地由杭州市上城区人民政府、中移(杭州)信息技术有限公司、浙 江人形机器人创新中心有限公司、北京北奥集团有限责任公司、西子洁能、浙江浪潮通信有限公司六方 联合签约共建。各方将以"政产学研用"协同模式为核心，推动基地实现"实训、研发、赛事、应用"四位 一体的功能定位。 西子洁能相关负责人表示，依托完善的场景生态、精准的资本布局与高效的政企协同，西子洁能正以持 续开放的场景资源、专业赋能的产 ...

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]

Market Overview - The other power equipment sector experienced a decline of 0.43% on February 4, with Kehua Data leading the drop [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Stock Performance - Xizi Clean Energy (002534) saw a closing price of 18.70, with an increase of 4.59% and a trading volume of 277,800 shares, amounting to a transaction value of 514 million [1] - China Power (600482) closed at 27.77, up 1.28%, with a trading volume of 344,100 shares and a transaction value of 953 million [1] - Dongfang Electric (600875) closed at 25.99, up 1.09%, with a trading volume of 430,500 shares and a transaction value of 1.119 billion [1] - Kehua Data (002335) experienced a significant drop of 4.79%, closing at 58.86, with a trading volume of 295,600 shares [2] Capital Flow - The other power equipment sector saw a net outflow of 877 million from institutional investors, while retail investors had a net inflow of 589 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Capital Flow - Dongfang Electric (600875) had a net inflow of 21.27 million from institutional investors, but a net outflow of 17.43 million from retail investors [3] - Keda Technology (300820) experienced a net inflow of 38.32 million from institutional investors, while retail investors saw a net outflow of 51.47 million [3] - The capital flow data suggests varying levels of confidence among different investor types within the sector [3]

钙钛矿电池板块领涨，上涨2.96%，其中中来股份上涨20.0%，亚玛顿上涨10.01%，拓日新能上涨 10.0%，晶科能源、西子洁能、金晶科技涨超5%。（AI生成） 钙钛矿电池板块领涨，上涨2.96%，其中中来股份上涨20.0%，亚玛顿上涨10.01%，拓日新能上涨 10.0%，晶科能源、西子洁能、金晶科技涨超5%。（AI生成） ...

Group 1 - The core viewpoint of the news is that Xizi Clean Energy has seen a stock price increase of 5.15%, reaching 18.80 CNY per share, with a total market capitalization of 15.716 billion CNY [1] - Xizi Clean Energy specializes in the manufacturing of clean energy equipment, including waste heat boilers, power station boilers, and industrial boilers, with its main business revenue composition being: solutions 50.21%, waste heat boilers 18.98%, clean energy equipment 17.00%, spare parts and services 10.14%, and others 3.67% [1] Group 2 - According to data, a fund under Renbao Asset holds a significant position in Xizi Clean Energy, with Renbao Selected Mixed A Fund (005041) holding 100,000 shares, accounting for 1.78% of the fund's net value, making it the fourth largest holding [2] - The Renbao Selected Mixed A Fund has achieved a year-to-date return of 11.54% and a one-year return of 41.11%, ranking 883 out of 8,873 and 2,812 out of 8,119 in its respective categories [2] - The fund manager, Wu Ruozong, has been in charge for 3 years and 82 days, with the fund's total asset size currently at 161 million CNY, and the best return during his tenure being 79.4% [2]

格隆汇2月4日｜A股市场钙钛矿概念股集体走强，其中，中来股份20CM涨停，亚玛顿、拓日新能10CM 涨停，晶科能源涨超7%，西子洁能、金晶科技、鹿山新材涨超5%。 消息面上，受马斯克关于建设太空太阳能AI数据中心和200GW光伏产能规划的言论催化，国内光伏的 市场关注度急剧升温。据消息人士透露，马斯克团队近期秘密走访了中国多家光伏企业，考察项目涉及 设备、硅片、电池组件等环节，其中重点考察了有异质结、钙钛矿技术路线的光伏企业。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300393 | 中来股份 | | 20.00 | 112亿 | 54.03 | | 002623 | 亚玛顿 | + | 10.01 | 56.65 亿 | 57.24 | | 002218 | 拓日新能 | 1 | 10.00 | 99.48 亿 | 62.21 | | 688223 | 晶科能源 | 1 | 7.14 | 750亿 | 32.98 | | 002534 | 西子洁能 | 兼 | 5.43 | 158亿 | 12 ...

Group 1 - The core viewpoint of the news is that the A-share market for perovskite concept stocks has seen a significant surge, driven by Elon Musk's comments on building a space solar AI data center and a 200GW photovoltaic capacity plan [1] - Notable stocks that experienced strong performance include Zhonglai Co., which hit a 20% limit up, Yamaton and Tuori New Energy, both reaching a 10% limit up, and JinkoSolar rising over 7% [1] - The market's attention towards domestic photovoltaic companies has sharply increased, particularly after reports of Musk's team secretly visiting several Chinese photovoltaic firms to assess projects related to equipment, silicon wafers, and battery components, focusing on heterojunction and perovskite technology [1] Group 2 - Zhonglai Co. (300393) saw a 20% increase, with a total market value of 11.2 billion and a year-to-date increase of 54.03% [2] - Yamaton (002623) increased by 10.01%, with a market value of 5.665 billion and a year-to-date increase of 57.24% [2] - Tuori New Energy (002218) also rose by 10%, with a market value of 9.948 billion and a year-to-date increase of 62.21% [2] - JinkoSolar (688223) increased by 7.14%, with a market value of 75 billion and a year-to-date increase of 32.98% [2] - Other notable stocks include Xizi Clean Energy (5.43% increase), Jinjing Technology (5.31% increase), and Lushan New Materials (5.02% increase), with respective market values of 15.8 billion, 9.553 billion, and 4.5 billion [2]