（文章来源：证券日报） 证券日报网讯 2月6日，中密控股在互动平台回答投资者提问时表示，公司目前整体经营表现仍然非常 稳健，订单饱满。 ...

油价回升有望提高油服景气度，关注高竞 争力企业 ——油气装备跟踪 核心观点 投资建议与投资标的 受地缘冲突影响，市场对油气供应减少的担忧上升，导致油价回升。而全球的油气资本 开支正处于较低水平，存在向上恢复的空间。但是，考虑到油气项目的建设周期较长， 我们预计下游业主将更重视油气服务和装备企业的长期竞争力，因此我们看好具有高竞 争力的油服装备企业的投资机会。部分相关标的：杰瑞股份(002353，买入)、迪威尔 (688377，未评级)、博迈科(603727，未评级)、海油工程(600583，未评级)、中密控股 (300470，未评级)。 风险提示 地缘冲突缓解或供给波动导致油价下降、海外高利率拖累投资、海外贸易摩擦加剧影响 投资信心、原材料价格上涨拖累企业盈利 机械设备行业 行业研究 | 动态跟踪 国家/地区 中国 行业 机械设备行业 报告发布日期 2026 年 01 月 29 日 看好（维持） 有关分析师的申明，见本报告最后部分。其他重要信息披露见分析师申明之后部分，或请与您的投资代表联系。并请阅读本证券研究报告最后一页的免责申明。 ⚫ 地缘冲突的担忧增加，布伦特油价回升，有望提高油服景气度。近期地缘冲突持 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 1月28日 公司：泸州老窖 问题：请问公司是否有产品涉及创新药？ 四川双马：公司以直投和投资孵化器平台的方式布局生物医药等科创领域，专注于生物医药领域创新药 孵化，目前已在肿瘤、自身免疫、代谢、神经系统疾病等多个疾病领域，集中布局了一批处于早期阶 段、产品数据具备国际竞争力的创新药企业，并采用体系化、平台化的孵化模式推动成果转化。 问题：请问公司生产的多肽原料主要是出口哪些国家？主要是用于减肥药生产厂家吗？出口销售额是多 少？ 四川双马：在多肽原料药方面，深圳健元围绕重大慢性疾病领域，布局了包括司美格鲁肽、利拉鲁肽、 替尔泊肽在内的多个品种，技术储备深厚；公司核心原料药品种已成功通过中国、美国、欧洲、韩国等 多国注册备案，具备强大的全球化供应能力，是国内少数拥有大规模、高合规标准生产能力的领先供应 商之一，产品远销美国、巴西、印度、西班牙等国际市场。具体业绩情况请参见定期报告的相关内容。 问题：请问公司生产的美容肽产品是否有上百种？供应哪些大品牌化妆品厂家？ 四川双马：在美容肽业务方面，深圳健元生产的美容肽原料、高附加值的复配液体美容肽产品共计百余 种，公司已 ...

格隆汇1月27日丨中密控股(300470.SZ)在投资者互动平台表示，公司的高速机械密封产品已应用于商业 航天领域，用于密封液体运载火箭发动机中的推进剂介质，但其总体市场空间与公司传统优势所在的石 化机械密封市场相比存在显著差距。近期，公司已获得少量液体运载火箭领域的商业应用订单，但该部 分业务产生的营业收入在公司整体营收中占比较低。 ...

证券日报网讯1月27日，中密控股（300470）在互动平台回答投资者提问时表示，公司深耕机械密封多 年，技术储备充足。但公司尚未发现大飞机领域有明显的机械密封市场需求。公司会持续关注该领域， 发现市场需求时会快速跟进、拓展市场。 ...

中密控股股份有限公司 关于取得专利证书的公告 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。 中密控股股份有限公司（以下简称"中密控股"或"公司"）、控股子公司 四川日机密封件有限责任公司（以下简称"日机密封"）及控股子公司自贡新地 佩尔阀门有限公司（以下简称"新地佩尔"）于近日收到由中华人民共和国国家 知识产权局颁发的6项专利证书，获得形式为原始取得，所涉及技术与公司、日 机密封及新地佩尔的主要技术相关，具体情况如下： | 年 年 年 | 号 号 | 序 号 1 2 3 4 5 6 | | 抛研工具 | 能的密封环 水击泄压阀 | | | | | | | | | | | | 期 限 | 24 04 11 | 授权公告日 | 10 日 11 日 11 日 | 月 月 月 | 备注 证书号第 8395644 证书号第 8432066 证书号第 23520014 号 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...

Summary of Key Points from the Conference Call Industry Overview - The focus is on the energy sector, particularly natural gas and nuclear power, amid a global CAPEX upcycle driven by increasing electricity demand from AI, multi-shoring, and electrification [1][2][3][8]. Core Insights - **Electricity Demand Growth**: Global electricity demand is expected to rise significantly, with projections indicating it will exceed 32% of final energy consumption by 2050, up from 20% in 2023 [8]. - **CAPEX Projections**: A bottom-up analysis estimates a total of US$1,800 billion in global CAPEX from 2025 to 2030, focusing on offshore oil and gas exploration and production (E&P), LNG terminals, and gas-fired and nuclear power plants [2][7]. - **Industry Trends**: Four key trends identified include: 1. Consolidation in the oil and gas EPC and service market, leading to concentration among upstream equipment and parts manufacturers. 2. Outsourcing of production processes by EPC and service providers to suppliers. 3. Demand for higher quality advanced metal parts due to rising applications in deep-sea oil and gas, LNG terminals, and nuclear power plants. 4. Increased global competitiveness of Chinese equipment and parts suppliers [3][7][88]. Investment Opportunities - **Recommended Stocks**: The report initiates coverage on Neway and Develop with Buy ratings, and also recommends Yingliu, Jereh, and Sinoseal as potential beneficiaries of the CAPEX upcycle [1][3][7]. - **Market Mispricing**: The market may be underestimating the investment implications of the current natural gas and nuclear upcycle for China's upstream equipment and component manufacturers [7]. Financial Metrics of Recommended Stocks - **Neway Valve (603699.SH)**: Market cap of US$6.276 billion, expected PE of 22, with 61% overseas sales and a projected EPS CAGR of 28% from 2025 to 2027 [4]. - **Develop (688377.SH)**: Market cap of US$1.126 billion, expected PE of 37, with 62% overseas sales and a projected EPS CAGR of 51% [4]. - **Yingliu (603308.SH)**: Market cap of US$5.317 billion, expected PE of 54, with 47% overseas sales and a projected EPS CAGR of 54% [4]. - **Jereh Oil Field (002353.SZ)**: Market cap of US$12.801 billion, expected PE of 24, with 45% overseas sales and a projected EPS CAGR of 21% [4]. - **Sinoseal (300470.SZ)**: Market cap of US$5.337 billion, expected PE of 31, with 10% overseas sales and a projected EPS CAGR of 33% [4]. Additional Insights - **Natural Gas and Nuclear Power**: Both sectors are expected to benefit from stable electricity generation capabilities, with natural gas producing countries ramping up exploration and production, particularly offshore [2][20]. - **Technological Advancements**: The report highlights advancements in production technology that have significantly lowered the break-even costs for offshore oil E&P, enhancing the attractiveness of investments in this area [36][49]. - **Nuclear Power Renaissance**: There is a noted global renaissance in nuclear fission power, particularly in China, with expectations of accelerated approvals and construction of nuclear projects [65][66]. Conclusion - The energy sector, particularly natural gas and nuclear power, presents substantial investment opportunities driven by increasing electricity demand and significant CAPEX growth. Chinese manufacturers with strong overseas exposure and advanced manufacturing capabilities are well-positioned to benefit from these trends [1][7][8].

Core Insights - Sichuan plays a unique role in the western economic landscape, possessing rare energy, mineral, and agricultural resources, along with a concentration of leading enterprises in sectors like liquor, equipment manufacturing, biomedicine, and electronic information [1] - The recent ESG-V rating report by Jiaan Jinxin evaluates Sichuan's listed companies on environmental, social, governance, and value dimensions, addressing the critical question of how resource advantages can be transformed into sustainable governance and long-term value [1][2] - The ESG-V rating system introduces "value" as a key variable, assessing whether companies can achieve sustainable profitability and stable capital returns, highlighting a structural differentiation among Sichuan's listed companies [1][2] ESG-V Ratings Overview - New Yiseng is the only company in Sichuan to receive the highest ESG-V rating of AAA, demonstrating strong governance and value dimensions, indicative of a technology-intensive enterprise with controllable resource consumption [2] - The AA tier includes companies like Wuliangye, Kanghong Pharmaceutical, and Xinhua Wencuan, which, despite not having absolute advantages in environmental dimensions, exhibit strong governance structures and value stability [2] - The majority of Sichuan's listed companies fall into the A and BBB rating categories, indicating established compliance and governance frameworks but facing challenges in environmental performance and value stability [3] Industry Challenges and Transition - Many energy, mining, and heavy manufacturing companies face significant pressure in the environmental dimension, while some firms have a foundation in social responsibility but need to improve capital efficiency [3] - The overall ESG-V structure of Sichuan's listed companies reflects a transition from a resource-based economy to a value-based pricing model, with leading firms establishing stable long-term value through technology and governance [3][4] - The ESG-V rating list serves as a "health report" for regional capital structures, emphasizing that long-term investment should focus on companies that integrate resource advantages, governance capabilities, and value creation [4]

近日，《证券日报》记者实地走进中密控股进行深度调研，探寻这家"隐形冠军"从解决重大装备机械密 封难题到逐鹿国内外市场的突围之路。 借力资本市场发展壮大 中密控股的诞生，源于上世纪70年代中国工业发展的迫切需求。彼时，国内石化等行业大量引进国外设 备，核心机械密封件需定期更换，但在外汇短缺背景下，进口密封件价格高昂且面临"卡脖子"困境。 为破解这一难题，四川省机械研究设计院组建了专业密封研究室，这便是中密控股的前身。"成立之初 的使命就是让中国工业可以不再依赖进口机械密封件。"中密控股董事会秘书沈小华在接受《证券日 报》记者采访时表示。 从研究室到产业化企业，中密控股的转型绝非一蹴而就。成立初期，该公司主要以研发设计为核心；上 世纪90年代开始逐步进行产业化探索；2010年增资扩股引入员工持股后，公司进入快速发展期。这一跨 越式发展，离不开高素质创始团队的支撑。 在石油化工、核电等国民经济核心领域，机械密封件虽属"微小部件"，却承载着保障设备安全运行 的"关键使命"，一旦失效可能引发爆炸等重大安全事故。 面对全球机械密封行业被海外巨头垄断70%以上市场份额的局面，一家1978年诞生的四川企业，凭借四 十余年坚守 ...

（记者 王晓波） 中密控股（300470.SZ）1月20日在投资者互动平台表示，我们一直关注这两个项目，也会积极参与其 中。中国石化鄂尔多斯大路煤制烯烃项目目前刚开始，对公司产品的需求量以及公司能从中获得多少订 单量仍具有不确定性。内蒙古宝丰煤基新材料项目我们有参与配套其中部分压缩机干气密封和泵用机械 密封。 每经AI快讯，有投资者在投资者互动平台提问：请问公司系列密封件产品合作与中国石化鄂尔多斯大 路煤制烯烃项目和全球单厂規模最大的烯烃厂项目——内蒙古宝丰煤基新材料项目这两家大公司了吗？ ...