您好，公司设计和制造的深冷装备及独立运营的特种气体已应用于航空航天领域，未来随着商业航天的 发展，公司也能从中受益；同时公司的深冷技术及装置在国内外可控核聚变部分项目有相应业绩。公司 作为深冷行业的龙头企业，多年来专注于深耕深冷技术，不断研发新产品拓展下游应用领域，为公司发 展提供新的赛道。感谢您的关注！查看更多董秘问答>> 投资者提问： 你好董秘，请具体介绍一下公司产品在商业航空领域上的具体应用？是否已经产生业务收入？政策大力 发展商业航空，卫星通信，是否能会成为公司业绩增长的曲线？2核聚变相关布局是否已有收入和行业 地位如何？谢谢 董秘回答(中泰股份SZ300435)： 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 ...

Investment Rating - The report maintains a "Buy" rating for the public utility sector [5] Core Views - The report emphasizes the importance of green electricity consumption and solid waste management in the context of the "dual carbon" goals set for 2026, suggesting a focus on the green electricity sector for potential valuation recovery [4][8] - The report highlights the ongoing decline in electricity prices and the need for adjustments in the installation rhythm of new green electricity projects based on regional supply and demand [4][3] - The report suggests that the electricity market reform is progressing, with a focus on expanding the electricity spot market and auxiliary services, while also noting the transformation of thermal power's functional positioning [4] Summary by Sections Market Review - The SW public utility sector experienced a slight decline of 0.09% this week, ranking 11th among 31 SW sectors, while the Shanghai Composite Index fell by 0.34% [23] - Among sub-sectors, thermal power increased by 0.22%, while hydropower decreased by 0.26% [23] - The top five performing stocks in the public utility sector this week were: Jiaze New Energy (+9.71%), Yinxing Energy (+8.58%), Zhongtai Co. (+7.79%), Xichang Power (+5.38%), and Chenzhou International (+4.14%) [29] Price Updates - The report notes a significant drop in thermal coal prices, with Qinhuangdao port's 5500 kcal thermal coal price decreasing by 39 CNY/ton this week [2][9] - The average settlement price for electricity in Guangdong was reported at 292.88 CNY/MWh, down from 354.64 CNY/MWh the previous week [10] Key Events - Various provinces have begun releasing results for the "136" document's incremental project bidding, with significant volumes of green electricity being auctioned at varying prices [3][7] - The Central Economic Work Conference reiterated the commitment to the "dual carbon" goals, emphasizing the need for a comprehensive green transition and the expansion of green electricity applications [8]

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The SW Machinery Equipment Index increased by 1.38% in the last week, ranking 4th among 31 primary industry categories, while the CSI 300 Index decreased by 0.08% [11] - Year-to-date, the SW Machinery Equipment Index has risen by 35.94%, outperforming the CSI 300 Index, which increased by 16.42% [15] Summary by Sections Market Review - The SW Machinery Equipment Index has shown strong performance, ranking 4th among industry categories for the week and 6th year-to-date [11][15] Key Insights - Tractor exports in October saw a significant increase of 54% compared to the previous months, indicating a positive outlook for 2026 [20] - The Middle East is accelerating its natural gas investments, with a projected 97% increase in capital expenditure from 2023-2024 compared to the average from 2014-2022 [22] - GEV has raised its gas turbine production target, indicating a robust demand for turbine blades, with a focus on domestic leader Yingliu [22] - The nuclear fusion sector is entering a new phase with multiple bids expected to be awarded soon, signaling a potential increase in orders for leading supply chain companies [22] Sector Performance Indicators - General Machinery: Continues to face pressure with a PMI of 49.2% [21] - Engineering Machinery: Shows signs of upward momentum with excavator sales increasing by 7.8% year-on-year [30] - Railway Equipment: Maintains steady growth with fixed asset investment around 6% [39] - Shipbuilding: Experiences a slowdown in price decline, indicating stabilization [42] - Oilfield Equipment: Bottoming out with stable demand in the Middle East [44] - Industrial Gases: Demand expected to rise as raw material prices decrease [50] - Gas Turbines: Strong growth with GEV reporting a 39% increase in new orders [51]

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 920576 | 天力复合 | 1 | 30.00 | 66.29亿 | 194.75 | | 920396 | 常辅服分 | 1 | 19.74 | 28.87亿 | 203.01 | | 301137 | 哈特運 | | 13.36 | 103亿 | 225.27 | | 688102 | 斯瑞新材 | 1 | 10.55 | 251亿 | 269.89 | | 601179 | 中国西电 | 1 | 10.06 | 465亿 | 21.45 | | 001208 | 华蒙线缆 | 1 | 10.03 | 104亿 | 80.89 | | 600990 | 四创电子 | 1 | 10.00 | 84.39亿 | 46.29 | | 002639 | 雪人集团 | 1 | 9.99 | 140亿 | 165.11 | | 000969 | 安泰科技 | 1 | 9.98 | 219亿 | 89.71 | | 601399 | 国机重装 | 1 | 9.9 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 920576 | 天力复合 | 1 | 30.00 | 66.29亿 | 194.75 | | 920396 | 常辅服份 | 1 | 19.74 | 28.87 乙 | 203.01 | | 301137 | 哈特迎 | | 13.36 | 103亿 | 225.27 | | 688102 | 斯瑞新材 | 1 | 10.55 | 251亿 | 269.89 | | 601179 | 中国西电 | 4 | 10.06 | 465亿 | 21.45 | | 001208 | 华蒙线缆 | 1 | 10.03 | 104亿 | 80.89 | | 600990 | 四创电子 | 1 | 10.00 | 84.39亿 | 46.29 | | 002639 | 雪人集团 | 1 | 9.99 | 140亿 | 165.11 | | 000969 | 安泰科技 | 1 | 9.98 | 219亿 | 89.71 | | 601399 | 国机重装 | 1 | 9. ...

天和防务：公司的射频器件和芯片产品可用于卫星通信领域 12月11日，多家上市公司通过互动平台、披露投资者关系活动记录表等渠道披露公司在商业航天、芯片 等方面最新情况： 【商业航天】 航宇科技：已成功开发蓝箭航天、天兵科技等商业航天客户 紫光国微：在商业航天领域，公司的FPGA、回读刷新芯片、存储器、总线接口等系列产品正陆续导入 超捷股份：单枚火箭的结构件产品价值量约1500万元，预计2026年商业航天相关业务营收将实现较快增 长 【芯片】 【核电】 中国铀业：已同中国核电签署了长贸协议，约定向中国核电下属核电公司供应天然铀 【卫星通信】 【3D打印】 长江材料：公司生产的3D打印砂应用于3D打印砂型铸造 【其他】 (本文来自第一财经) 中泰股份：公司深冷装备及独立运营的特种气体已应用于航空航天领域 通光线缆：航空航天用耐高温电缆销售额占公司总营收的比例较小 普天科技：PCB产品部分应用于商业航天领域 科翔股份：公司PCB产品可以应用于航空航天领域，目前已有供货 陕西华达：公司长期为长征系列火箭配套产品 格力电器：格力碳化硅功率芯片已从家电领域拓展至新能源、工业及特种场景 英唐智控：受行业需求影响，公司存储芯片 ...

（编辑 丛可心 王雪儿） 证券日报网讯 12月11日，中泰股份在互动平台回答投资者提问时表示，液冷领域目前公司内部已完成 技术讨论并推进研发立项，正在团队组建过程中，在公司技术、制造以及销售基础框架都完善的情况 下，将积极拓展市场布局。 ...

财经频道更多独家策划、专家专栏，免费查阅>>责任编辑：安东 格隆汇12月11日丨中泰股份(300435.SZ)在互动平台表示，公司生产的液氧过冷器有助于提升火箭运载 能力，公司独立运营的特种气体已进入我国航空航天体系可应用于航空航天领域的燃料系统、推进系统 等方面。公司目前产能处于爬坡阶段，可以满足当前市场需求。公司将积极参与商业航天领域，助力建 设航天强国。 ...

责任编辑：山上 格隆汇12月11日丨中泰股份(300435.SZ)在投资者互动平台表示，公司设计和制造的深冷装备及独立运 营的特种气体已应用于航空航天领域，公司将积极参与商业航天领域，助力建设航天强国。 股票频道更多独家策划、专家专栏，免费查阅>> ...

格隆汇12月11日丨中泰股份(300435.SZ)在互动平台表示，公司生产的液氧过冷器有助于提升火箭运载 能力，公司独立运营的特种气体已进入我国航空航天体系可应用于航空航天领域的燃料系统、推进系统 等方面。公司目前产能处于爬坡阶段，可以满足当前市场需求。公司将积极参与商业航天领域，助力建 设航天强国。 ...