证券日报网讯 2月24日，通裕重工在互动平台回答投资者提问时表示，公司的产品涵盖能源电力（含风 电、水电、火电、核电）、石化、船舶、海工装备、冶金、航空航天、矿山、水泥等领域。 （文章来源：证券日报） ...

证券日报网讯2月24日，通裕重工（300185）在互动平台回答投资者提问时表示，目前公司固态储氢项 目尚未有新的进展。 ...

（编辑 任世碧） 证券日报网讯 2月24日，通裕重工在互动平台回答投资者提问时表示，公司全资子公司济南冶科所主要 从事硬质合金及相关产品的研制、生产和销售，生产包括金刚石压机用顶锤、棒材、盾构刀具、数控金 属切削工具等。 ...

经济观察网通裕重工（300185）发布2025年业绩预告，净利润预计同比增长超五成，同时近期融资数据 波动显示资金情绪分化，公司所属风电设备板块亦受市场轮动影响。 业绩经营情况 通裕重工于2026年1月23日发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为6,250万 元至7,250万元，同比增长51.05%至75.22%；扣非净利润预计同比增长151.70%至195.85%。业绩增长主 要受铸件业务收入及毛利率提升、原材料成本下降及降本增效推动。后续需关注正式年度报告的披露时 间，以验证业绩兑现情况。 公司状况 此外，公司股东户数截至2025年9月30日为13.41万户，较上期增加7.98%，机构持仓略有调整，但无近 期重大事件公告如减持或新订单披露。 以上内容基于公开资料整理，不构成投资建议。 近期融资交易显示资金面短期变化：2026年2月3日，通裕重工股价上涨3.09%，但融资净流出369.48万 元，融资融券余额合计3.63亿元，处于近一年较高分位水平。2026年1月30日，股价下跌2.61%，融资净 买入170.08万元，反映资金情绪分化。这些数据可能放大股价波动性，需持续跟踪资金动 ...

| 证券代码：300185 | 证券简称：通裕重工 | 公告编号：2026-005 | | --- | --- | --- | | 债券代码：123149 | 债券简称：通裕转债 | | 通裕重工股份有限公司 关于持股 5%以上股东部分股份质押及解除质押的公告 公司持股 5%以上股东司兴奎先生保证向公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或者重大遗漏。 公司及董事会全体成员保证公告内容与信息披露人提供的信息一致。 通裕重工股份有限公司（以下简称"公司"）近日接到公司持股5%以上股东 司兴奎先生通知，获悉其将所持有的本公司部分股份办理了质押融资业务，并解 除了部分股份质押，具体事项如下： 一、股东股份质押基本情况 截至本公告披露日，司兴奎先生所持质押股份情况如下： | 单位：股 | | --- | | | | | 本次质 | 本次质 | 占其所 | 占公司 | 已质押股份情况 已质押股 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 名称 | 持股数量 | 持股 ...

Group 1 - Company Tongyu Heavy Industry announced that as of the date of the announcement, its shareholder Xiang Kui has pledged a total of 90.31 million shares, accounting for 37.39% of his total holdings [1] Group 2 - The Chinese video large model, referred to as "the strongest on the surface," can generate a 15-second video from dozens of prompts and is commercially deliverable, leading to a surge in film and television stocks [1]

Core Viewpoint - Tongyu Heavy Industry experienced a stock price increase of 3.09% on February 3, with a trading volume of 297 million yuan, indicating positive market sentiment towards the company [1]. Financing Summary - On February 3, Tongyu Heavy Industry had a financing buy-in amount of 19.52 million yuan and a financing repayment of 23.22 million yuan, resulting in a net financing outflow of 3.69 million yuan [1]. - As of February 3, the total financing and securities lending balance for Tongyu Heavy Industry was 363 million yuan, with the financing balance at 361 million yuan, representing 3.09% of the circulating market value, which is above the 70th percentile level over the past year [1]. - The company repaid 900 shares of securities lending and sold 19,000 shares on February 3, with a selling amount of 57,000 yuan, while the securities lending balance was 207.78 million yuan, also exceeding the 70th percentile level over the past year [1]. Company Overview - Tongyu Heavy Industry, established on May 25, 2002, and listed on March 8, 2011, is located in the National High-tech Industrial Development Zone of Dezhou, Shandong Province. The company specializes in the research, production, and sales of large forged products, forming a complete industrial chain [2]. - The main business revenue composition includes: other forgings (23.60%), castings (17.46%), modular wind power equipment (17.16%), wind power main shafts (13.43%), energy revenue (9.35%), powder metallurgy products (7.16%), structural components and complete equipment (5.83%), forgings (5.43%), and others (0.56%) [2]. - As of September 30, the number of shareholders for Tongyu Heavy Industry was 134,100, an increase of 7.98% from the previous period, while the average circulating shares per person decreased by 5.85% to 27,647 shares [2]. Financial Performance - For the period from January to September 2025, Tongyu Heavy Industry achieved an operating income of 4.732 billion yuan, representing a year-on-year growth of 10.67%, and a net profit attributable to shareholders of 83.825 million yuan, reflecting a year-on-year increase of 53.29% [2]. Dividend Information - Since its A-share listing, Tongyu Heavy Industry has distributed a total of 1.423 billion yuan in dividends, with 257 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, among the top ten circulating shareholders of Tongyu Heavy Industry, Hong Kong Central Clearing Limited held 33.1934 million shares, a decrease of 4.8182 million shares from the previous period. Other notable shareholders include Southern CSI 1000 ETF, Huaxia CSI 1000 ETF, and GF CSI 1000 ETF, all of which also saw reductions in their holdings [3].

Core Viewpoint - The low-altitude economy sector is showing mixed results for 2025, with 22 companies expected to be profitable while another 22 are projected to incur losses, indicating a significant divergence in performance within the industry [3]. Performance Forecast Summary Profit Growth - 11 companies are expected to report profit increases, with notable projections including: - Xinzhi Group (002664.SZ) and Shangluo Electronics (300975.SZ) anticipating several-fold increases in net profit [4]. - Weihai Guangtai (002111.SZ), Tongyu Heavy Industry (300185.SZ), and Guangyang Co. (002708.SZ) expecting over 50% growth in net profit [4]. - Wan Feng Aowei (002085.SZ) and Zongshen Power (001696.SZ) also forecasted net profit growth [4]. Losses - 22 companies are projected to incur losses, with several notable cases: - Zhongtian Rocket (003009.SZ) and Andavil (300719.SZ) have shifted from profit to loss [7]. - Haige Communication (002465.SZ) is investing heavily in R&D, leading to increased costs and a projected loss [7]. - Companies like Aerospace Power (600343.SH) and Sihua Electronics (600990.SH) are also expected to continue reporting losses [8]. Industry Insights - The low-altitude economy's contribution to overall profits remains limited, with most revenue still coming from aircraft manufacturing and infrastructure construction [3]. - Companies like Wan Feng Aowei are leveraging their low-altitude business to drive profit growth, supported by strong orders in general aviation aircraft manufacturing and strategic acquisitions [5]. - The industry is witnessing a shift towards commercial applications of low-altitude technologies, with companies preparing for a significant commercialization phase in 2026 [9][10]. Strategic Developments - Companies are increasingly focusing on integrating low-altitude infrastructure and management platforms, as seen with Suzhou Keda's strategic investments in civil aviation infrastructure [11]. - The emphasis on R&D and market expansion in emerging fields like low-altitude economy is evident, with companies aiming to enhance their competitive edge through innovative solutions [7][11].

债券代码：123149 债券简称：通裕转债 证券代码：300185 证券简称：通裕重工 公告编号：2026-004 通裕重工股份有限公司 关于公司为子公司济南冶科所提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或者重大遗漏。 一、担保情况概述 通裕重工股份有限公司（以下简称"公司"）于近日收到了以下担保合同： （1）公司与齐鲁银行股份有限公司济南领秀城支行（以下简称"齐鲁银行济南 领秀城支行"）于 2026 年 1 月 29 日签署的《齐鲁银行保证合同》，公司为全资 子公司济南市冶金科学研究所有限责任公司（以下简称"济南冶科所"）在齐鲁 银行济南领秀城支行办理的融资业务提供 5,000 万元担保。（2）公司与日照银 行股份有限公司济南分行（以下简称"日照银行济南分行"）于 2026 年 1 月 29 日签署的《本金最高额保证合同》，公司为济南冶科所在日照银行济南分行办理 的融资业务提供 5,500 万元担保。（3）公司与青岛农村商业银行股份有限公司 章丘支行（以下简称"青岛农商行章丘支行"）于 2026 年 1 月 29 日签署的《最 高额保证合同》， ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：中国基金网 周三由于美元持续走软以及市场避险情绪升温，近日持续飙涨的国际金价继续强势上涨，伦敦黄金现货 价格以及纽约黄金期货价格均突破并可站稳每盎司5200美元，盘中甚至一度摸高至5300美元/盎司。 2026年的第一个月尚未结束，黄金价格已多次刷新历史新高，涨幅超800美元。受金价持续创新高的刺 激，近期股价走势亦同步进入疯狂上涨周期的A股黄金类上市公司在周三更是上演大面积涨停潮，多只 黄金类ETF出现暴涨，比如黄金股票ETF（517400）、黄金股ETF（517520）、黄金股票ETF基金 （159322）、黄金股ETF（159562）等ETF的单日涨幅均在9%以上！而个股的表现则更为精彩，中国黄 金（600916）、中金黄金（600489）、湖南黄金（002155）、四川黄金（001337）、招金黄金 （000506）、恒邦股份（002237）、西部黄金（601069）、赤峰黄金（600988）、湖南白银 （002716）、盛达资源（000603）、威领股份（002667）、白银有色（601212）、铜陵有色 （000630 ...