Core Viewpoint - Kexin Electromechanical has recently obtained the Special Equipment Production License from the State Administration for Market Regulation, which enhances its manufacturing capabilities in high-pressure vessels and boosts its competitiveness in the pressure vessel manufacturing sector [1] Group 1 - The company has received the production license for ultra-high pressure vessels (A6), indicating national recognition of its manufacturing standards [1] - This license provides qualification assurance for the company's future production of ultra-high pressure vessel equipment [1] - The achievement is expected to further enhance the company's comprehensive competitiveness in the pressure vessel manufacturing field and promote the extension of its industrial chain to higher-end products [1]

Core Viewpoint - Kexin Electromechanical has recently obtained a special equipment production license from the State Administration for Market Regulation, which includes the manufacturing of large high-pressure vessels and ultra-high-pressure vessels, providing qualification assurance for the company's future production of ultra-high-pressure equipment [1] Group 1 - The company has received the special equipment production license for ultra-high-pressure vessels (A6) [1] - This license will support the company's capability to undertake the production of ultra-high-pressure equipment [1]

四川科新机电股份有限公司 关于取得超高压容器（A6）生产许可证的公告 科技创新 爱人宏业 证券代码：300092 证券简称：科新机电 公告编号：2026-006 本公司及董事会全体人员保证信息披露的内容真实、准确和完整， 没有虚假记载、误导性陈述或者重大遗漏。 四川科新机电股份有限公司（以下简称"公司"）于近日获得国家市场监督管理 总局颁发的《中华人民共和国特种设备生产许可证（含压力容器制造大型高压容器、 超高压容器）》（编号:TS2210171-2029），具体情况如下： 一、许可证主要内容 单位名称：四川科新机电股份有限公司 2.四川省德阳市什邡市马祖镇涌麟村 3.四川省德阳市什邡市马祖镇白沙村 4.宁夏回族自治区银川市灵武市宁东镇环保产业园 经审查，获准从事以下特种设备生产活动： | 许可项目 | 许可子项目 | 许可参数 | 备注 | | --- | --- | --- | --- | | 压力容器制造 | 大型高压容器（A1） | -- | 含多层压力容器；含超大型中低压非球形压力容 器现场制造；制造地址 2：限中、低压容器（D）； | | | | | 制造地址 3、4：限其他高压容器（A2）；压力 ...

Group 1 - The core point of the article is that Kexin Electromechanical (300092) reported its total number of shareholders as 20,907 (excluding margin accounts) as of February 10, 2026 [1]

Core Viewpoint - The company, Kexin Electromechanical, is involved in the gas turbine-related business, providing auxiliary equipment to domestic and international clients [2] Group 1 - The company offers core heat exchangers, air coolers, gas heaters, and BOP piping systems as part of its product lineup [2]

Group 1 - The company is involved in gas turbine-related business, primarily providing auxiliary equipment such as core heat exchangers, air coolers, gas heaters, and BOP piping systems to domestic and international clients [2] - Since 2006, the company has continuously engaged in this business, with the recent successful delivery of the first domestically produced air cooler for the J-type heavy-duty gas turbine [2] - Currently, this segment accounts for a relatively small proportion of the company's overall revenue, and its performance is significantly influenced by the investment pace in the downstream energy sector and the demand from main engine manufacturers [2]

Core Viewpoint - The company, Kexin Electromechanical (300092.SZ), is involved in the gas turbine-related business, providing auxiliary equipment to domestic and international clients [1] Group 1 - The company has been engaged in this business since 2006, indicating a long-term commitment to the sector [1] - Recently, the company successfully delivered the first domestically produced air cooler for the J-type heavy-duty gas turbine [1]

Group 1 - The core point of the article is that Kexin Electromechanical (300092) reported its total number of shareholders as 20,710 (excluding margin accounts) as of January 31, 2026 [1]

Investment Rating - The industry rating is "stronger than the market" indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [13]. Core Insights - Major technology and new energy companies are entering the nuclear power sector, creating a diversified new landscape for nuclear energy in China. Companies like Alibaba and Geely are investing in coastal nuclear power projects, focusing on stable energy to support computing power demands [3][4]. - The policy environment is increasingly favorable for private investment in nuclear power, with the proportion of private capital expected to rise to 10% by 2024. This trend is supported by the integration of AI and nuclear energy, which is anticipated to deepen as the demand for computing power grows [4]. - Small Modular Reactors (SMR) are highlighted as a key solution to meet the energy demands of AI, with significant interest from technology giants. Companies are developing tailored energy solutions for data centers using SMR technology [5]. Company Summaries - **Jingye Intelligent**: Plans to establish a subsidiary focused on SMR technology for AI data center power supply [6]. - **Jia Electric**: Its main helium fan is the only power device for the fourth-generation high-temperature gas-cooled reactor's primary circuit, leading in the nuclear power business segment [6]. - **Guoguang Electric**: Provides critical components for the ITER project, focusing on filter and cladding systems [6]. - **Lanshi Heavy Industry**: Covers the entire nuclear energy supply chain from upstream nuclear fuel systems to downstream spent fuel processing [6]. - **Kexin Electromechanical**: Produces high-temperature gas-cooled reactor products and has developed domestic alternatives for new fuel transport containers [6]. - **Hailu Heavy Industry**: Services various reactor types, including third and fourth-generation reactors and fusion reactors [6]. - **Jiangsu Shentong**: Secured over 90% of orders for nuclear-grade butterfly valves and ball valves for new nuclear power projects in China [6].

Group 1: Company Performance and Revenue - Luzhou Laojiao's overseas revenue is approximately 186 million yuan, accounting for 0.60% of total revenue [1][14] - Sichuan Shuangma focuses on biomedicine and has established a portfolio of innovative drugs in various disease areas, with a strong global supply capability for peptide raw materials [2][15] - Sichuan Shuangma's peptide products are exported to countries including the USA, Brazil, India, and Spain, with a significant presence in the chronic disease treatment market [2][15] Group 2: Product Applications and Market Expansion - Sichuan Shuangma produces over a hundred types of beauty peptides, collaborating with leading global cosmetic brands to enhance product innovation [3][16] - Zhongmi Holdings has applied its high-speed mechanical seals in commercial aerospace, although this segment's revenue is relatively low compared to its traditional petrochemical market [4][17] - Zhongmi Holdings is monitoring the demand for sealing products in the large aircraft sector but has not identified significant market needs yet [5][18] Group 3: Technological Development and Future Prospects - Jinshi Yaya's vacuum coating technology is not currently applied in space photovoltaic equipment but the company is exploring potential collaborations in other fields [6][19] - Houpu Co. has experience in distributed energy projects in both natural gas and hydrogen applications [7][20] - Zhimin Da is developing a high-radiation-resistant computing platform for space applications, although this technology is still in the research phase [8][21] Group 4: Market Strategy and Competitive Position - Sichuan Jiuzhou has successfully entered the overseas market with its Wi-Fi routers, while focusing on domestic sales for its camera products [12][25] - Jiuzhou's subsidiary is actively pursuing opportunities in the low-altitude economy, with significant progress in technology and product development [12][25] - Kexin Mechanical and Electrical is concentrating on high-end process equipment in energy and chemical sectors, while exploring new growth points in intelligent manufacturing [10][24]