港股上市有助于公司把握PCB行业黄金发展机 遇，3D打印业务将成公司新增长点；公司在国内 石化领域市占率非常领先，海外业务主要聚焦于 "一带一路"沿线国家——0224调研日报 2026/02/24 16:27 今日内容： 大族激光：港股上市有助于公司把握PCB行业黄金发展机遇，3D打印业务将成 公司新增长点 中密控股：公司在国内石化领域市占率非常领先，海外业务主要聚焦于"一带一 路"沿线国家 【公司在国内石化领域市占率非常领先】 在公司的业务布局中，石化领域是当前产品的主要应用方向。目前，国内中高端机械密封存 量市场规模约为60亿~70亿元人民币，其中石化相关领域的存量业务占比约25%。我们目前在 国内石化领域存量市场的市占率约为20%出头，在近几年国内石化领域增量市场大项目中， 公司市占率可达60%~70%。随着既有增量业务逐步转化为存量，未来在石化领域存量市场份 额仍有提升潜力。 【公司的产品客户粘性很高】 由于机械密封产品的价值量在项目总投资额中占比较低，而密封产品又对装置的安全运行起 到很大的作用，客户的粘性很高，所以只要密封产品运行稳定、使用没有出现重大问题，客 户通常不会更换在运行装置的密封产品供 ...

格隆汇2月24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。 ...

Group 1 - The company Zhongmi Holdings announced that it will accept investor research on February 13, 2026, with Liang Yutao, the director of the board office and securities affairs representative, participating in the reception and answering investor questions [1] Group 2 - The article highlights a significant investment success by Xu Xin, known as the "Queen of Venture Capital," who achieved an 18-fold return on a single investment, contributing to her wealth exceeding 10 billion yuan [1]

Core Viewpoint - The company emphasizes the importance of mechanical seal products in ensuring the safe operation of installations, despite their low value proportion in total project investments [1] Group 1 - The value of mechanical seal products is low relative to total project investment but is critical for operational safety [1] - Customer loyalty is high; clients typically do not change suppliers as long as the products operate reliably without major issues [1] - Loss of existing business primarily results from client bankruptcies or shutdowns, which are infrequent due to the company's clientele being predominantly profitable enterprises [1]

南财智讯2月14日电，中密控股在投资者关系活动中表示，在国内石化领域存量市场，公司市占率约为 20%出头；在近几年国内石化领域增量市场大项目中，市占率达60%~70%。随着增量业务逐步转化为 存量，未来在石化领域存量市场份额仍有提升潜力。 ...

Market Overview - The domestic mid-to-high-end mechanical seal market size is approximately RMB 60-70 billion, with the petrochemical sector accounting for about 25% of this market [2] - The company's market share in the domestic petrochemical sector is over 20%, with potential market share reaching 60-70% in large incremental projects [2] - The global mechanical seal market size is around RMB 400 billion, with the "Belt and Road" countries representing about one-third of this market [2][3] Business Strategy - The company focuses on both incremental and stock business in international markets, particularly in "Belt and Road" countries, where market capacity is closely linked to fixed asset investment plans [3] - The current strategy involves monitoring international market dynamics and pursuing both existing projects and potential new projects [3] Dividend Policy - The company emphasizes returning value to investors, considering industry characteristics, current development stage, profitability, and major investment plans when formulating dividend policies [3] Customer Retention - The mechanical seal products have high customer retention due to their critical role in operational safety, leading to low rates of customer turnover [3] - Historical losses from small customer bankruptcies have been minimal, indicating strong customer loyalty [3] Order Composition - The current order book shows a balance between incremental and stock business, with a ratio of approximately 1:1 [3]

（文章来源：证券日报） 证券日报网讯 2月13日，中密控股在互动平台回答投资者提问时表示，公司的机械密封板块业务主要分 为增量业务和存量业务两部分：在石化领域，增量业务与石化行业的新增投资建设紧密相关；存量业务 则侧重于现有项目中产品的维修与更换，受新增投资建设情况影响较小。关于2026年石化行业的整体走 势，可以参考行研报告等内容以获取更全面的信息。 ...

中密控股2月13日在互动平台表示，公司目前暂未参与固态电池的项目，公司有向多晶硅、环氧树脂装 置项目供货过机械密封产品，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。 ...

格隆汇2月13日丨中密控股(300470.SZ)在投资者互动平台表示，公司目前暂未参与固态电池的项目，公 司有向多晶硅、环氧树脂装置项目供货过机械密封产品，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。 ...

（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。 ...