华菱线缆：中标多个项目 总金额约5.57亿元 7月23日，华菱线缆（001208）发布公告称，公司近期在核电及电力领域、矿山领域、轨道交通领域和 冶金领域中标合同金额共计约5.57亿元，占2024年经审计营业收入的13.40%。中标项目包括南方电网配 网材料招标项目、中国原子能科学研究院电缆项目、紫金矿业等多家单位的矿山采购项目、天津轨道交 通供电物资采购项目以及中色国际等单位的冶金采购项目 资料显示，华菱线缆成立于2003年7月，主营业务是电线电缆的研发、生产及销售。 所属行业：电力设备–电网设备–线缆部件及其他 伟思医疗：股东拟减持不超过3%公司股份 7月23日，伟思医疗（688580）发布公告称，股东南京志达创业投资中心（有限合伙）计划通过集中竞 价和大宗交易方式减持公司股份，合计不超过287.31万股，占公司总股本的比例不超过3%。此次减持 系股东自身资金需求，减持期间为2025年8月14日至2025年11月11日。 资料显示，伟思医疗成立于2001年1月，主营业务是医疗器械的研发、生产和销售。 所属行业：医药生物–医疗器械–医疗设备 汉仪股份：拟1.02亿元获得上海皮东文化传媒39%股权 7月23日 ...

2025.07. 22 7月22日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 贵州茅台：拟与控股股东共同出资成立研究院公司 贵州茅台(600519)公告，公司拟与控股股东茅台集团共同出资成立贵州茅台酒厂（集团）科学与技 术研究院有限责任公司（简称"研究院公司"）。研究院公司注册资本金为10亿元，其中公司以货币 +实物（实验仪器）形式出资4.9亿元（占股49%），茅台集团以货币+实物（科技大楼）形式出资 5.1亿元（占股51%）。 歌尔股份：拟约104亿港元收购精密金属结构件资产 歌尔股份(002241)公告，公司与香港联丰达成初步意向，拟以自有或自筹资金约104亿港元（折合 人民币约95亿元），收购香港联丰全资子公司香港米亚及昌宏有限公司100%股权。香港米亚及昌宏 有限公司在精密金属结构件领域内具有行业领先的竞争力，且与公司现有的精密结构件业务具有优势 互补和协同作用。 浙富控股：全资子公司从事大中型成套水轮发电机组的研发、设计、制造与服务 浙富控股(002266)公告，公司关注到近期市场对雅鲁藏布江下游水电工程（简称"雅下工程"）关注 度较高。公司 ...

证券代码：300515 证券简称：三德科技 公告编号：2025-022 湖南三德科技股份有限公司 关于实际控制人的一致行动人、持股 5%以上股东及董事 股份减持计划的预披露公告 公司实际控制人的一致行动人暨持股5%以上股东朱先富先生、持股5%以 上股东陈开和先生及董事、副总经理周智勇先生，保证向本公司提供的信息内 容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 2、持有公司股份 10,314,600 股（占剔除回购专户股数后总股本比例为 5.14%） 的股东陈开和先生，计划自本公告披露之日起 15 个交易日后的 3 个月内（窗口 期不减持）即 2025 年 8 月 13 日至 2025 年 11 月 12 日，以集中竞价方式或大宗 交易方式减持本公司股份不超过 1,000,000 股（占扣除回购专户股数后总股本比 例为 0.50%）。 3、持有公司股份 3,985,000 股（占剔除回购专户股数后总股本比例为 1.98%） 的董事、副总经理周智勇先生，计划自本公告披露之日起 15 个交易日后的 3 个 月内（窗口期不减持）即 2025 年 8 月 13 日至 2025 年 11 月 12 日，以集中 ...

Group 1: Company Overview - Founded in 1993, the company operates in two main product categories: analytical instruments and unmanned intelligent equipment, along with related technical services [1] - The company's products are primarily used for analyzing coal quality indicators and can be extended to other solid combustible materials [1] - The company is the only A-share listed company in its niche market, focusing on the "instruments" and "automation" sectors [2] Group 2: Market Position and Strategy - The company has established a competitive advantage in the coal detection and unmanned intelligent equipment sectors, being a leading player in this market [3] - The unmanned intelligent equipment business is a successful example of the company's "vertical extension" strategy, with revenue surpassing analytical instruments in 2024 [2] Group 3: Market Demand and Competition - The market for unmanned intelligent equipment is growing, but high market barriers exist due to the complexity of the products and the specific needs of downstream clients [4] - The company believes that the barriers to entry, such as technological requirements and customer expectations, create a "moat" around its business [4] Group 4: Impact of Coal Prices - Historical data indicates that fluctuations in coal prices have minimal impact on the company's performance due to the balanced nature of its client base [5] - The company's products are essential for clients' operations, making them a "necessity" despite price changes [5] Group 5: Business Expansion and Workforce - The company's operational services accounted for 14.11% of revenue in 2024, indicating a stable growth outlook for this segment [8] - The workforce has increased in recent years to support the growth of the unmanned intelligent equipment business, with a dedicated sales team established for this product line [8]

证券代码：300515 证券简称：三德科技 湖南三德科技股份有限公司投资者关系活动记录表 1、公司产品从分析仪器拓展到无人化智能装备的动机及该产 品需求的驱动因素是什么？ 答：公司从分析仪器拓展到无人化智能装备是公司"纵延"战 略的具体实施。其驱动因素主要有以下几点:(1)我国传统行业进入 转型升级、提升自动化及智能化阶段，同时在人工成本上升、专业 性要求提高、成本控制压力增大等背景下，下游行业对高质量发展 的需求不断增加，以数字化、智能化赋能产业转型升级为大势所趋； (2)中国人口增速放缓、人员对工作生活环境的要求日益提高以及部 分生产环节(如煤炭采样、制备)工作环境不适宜人工，无人化成为 发展趋势；(3)下游客户特别是火电行业的客户均为大型能源类央 企，其有动力、实力进行智能化升级并付诸于行动，给相应产品带 来了强劲需求；(4)公司在煤炭分析检测仪器设备领域深耕经营数十 年，拥有纵延拓展的深厚技术储备、行业应用经验与客户资源积累。 2、公司在非煤领域的拓展进度? 答：公司分析仪器产品在焦炭、生物质、固危废、水泥黑生料、 重油等非煤样品分析检测方面已经有长时间的成熟应用，无人化智 能装备产品则在固危废领域亦 ...

证券代码：300515 证券简称：三德科技 湖南三德科技股份有限公司投资者关系活动记录表 编号：2025-007 | | 特定对象调研□分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访□业绩说明会 | | | □新闻发布会□路演活动 | | 类别 | 现场参观 | | | □其他 | | | 东方财富证券周喆；国投瑞银基金贺明之、李研蓉、朴虹睿、 冯新月；汇添富基金郑磊； | | 参与单位名称及 | 国泰君安证券于歆；友邦人寿丁戈； | | 人员姓名 | 东方财富证券周旭辉；创富启航张人亮；喻德安；谢红；刘 | | | 焕煊。 | | | （以上排名不分先后） | | 时间 | 2025 年 6 月 24 日、6 月 27 日 | | 地点 | 公司会议室、产品体验中心 | | 上市公司接待 | 副总经理兼董事会秘书唐芳东 | | 人员姓名 | 证券事务代表邓意欣 | | | 一、公司基本情况 公司创立于 1993 年，现有分析仪器、无人化智能装备两个产 | | | 品群以及衍生于前述两个产品群的运维等技术服务三个业务板块。 | | 投资者关系活动 | 公司产品主要用于煤炭质 ...

Market Performance - A-shares saw collective gains on June 23, with the Shanghai Composite Index rising by 0.65% to close at 3381.58 points, the Shenzhen Component Index increasing by 0.43% to 10048.39 points, and the ChiNext Index up by 0.39% to 2017.63 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 112.26 billion yuan, an increase of 54.9 billion yuan compared to the previous Friday [1] Sector Performance - Almost all industry sectors experienced gains, with notable increases in energy metals, mining, shipping ports, software development, oil, battery, computer equipment, and internet services, while the liquor industry saw a decline [1] - The digital currency sector had significant gains, driven by the rise of the US stablecoin Circle, which surged by 20% last Friday, and the official launch of domestic cross-border payments [1] Chip and Semiconductor Sector - Chip and semiconductor equipment stocks also performed well, influenced by the US's threat to revoke exemptions for several global semiconductor giants related to China, which is seen as a positive for domestic alternatives [2] - Anticipation of strong performance in the tech sector for the first half of the year is building ahead of upcoming semi-annual reports [2] Technical Analysis - The Shanghai Composite Index did not touch the 60-day moving average during its pullback, indicating strong support at this level, and closed above the 20-day moving average, suggesting limited downside potential [2] - Increased trading volume and a rare inflow of over 8 billion yuan from main funds indicate a recovery in market confidence [2] Local Stock Performance - In Hunan stocks, 118 out of 146 stocks rose, with four stocks increasing by over 10%, led by Sand Technology, which surged by 19.98% [3] - Sand Technology specializes in the research, production, and sales of experimental analysis instruments and intelligent control solutions for fuel, reporting a net profit growth of 45.38% year-on-year in its latest quarterly report [3]

Core Points - The Shanghai Composite Index closed at 3365.07 points, below the five-day moving average, with a change of 0.15% [1] - The total trading volume of A-shares reached 683.87 billion yuan [1] - A total of 820 A-shares have prices that surpassed the five-day moving average [1] Individual Stock Performance - SanDe Technology (300515) had a price increase of 19.98% with a deviation rate of 13.78% from the five-day moving average [2] - HaiXin Energy Technology (300072) saw a price increase of 20.06% with a deviation rate of 12.77% [2] - QiLin Information Security (688152) experienced a price increase of 13.18% with a deviation rate of 9.66% [2] - Other notable stocks include TengYuan Cobalt (301219) with a 14.39% increase and a 9.34% deviation rate, and Jiangsu BoYun (301003) with a 14.60% increase and a 9.11% deviation rate [2]

证券代码：300515 证券简称：三德科技 公告编号：2025-021 湖南三德科技股份有限公司 2024 年年度权益分派实施公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、湖南三德科技股份有限公司（以下简称"公司"）2024 年度利润分配方案 为：以公司现有总股本 205,754,500 股扣减回购专用证券账户 4,993,350 股后的 200,761,150 股为基数，向全体股东每 10 股派发现金红利 3.00 元（含税），不 送红股，不以资本公积金转增股本。在本公告披露之日起至实施权益分派股权登 记日期间，如公司总股本发生变动，公司将按现金分红比例不变的原则做相应调 整。 2、本次权益分派实施后，按公司总股本折算的每股现金分红及据此计算的 除权除息参考价相关参数和公式计算如下： 按总股本折算的每 10 股现金红利（含税）=本次现金分红总额÷公司总股本 ×10=60,228,345.00 ÷ 205,754,500 ×10≈ 2.927194 元（保留 6 位小数，最后一位直 接截取，不四舍五入） 本次权益分派实施后的除权除息价格 ...

Company Overview - Founded in 1993, the company operates in two main product groups: analytical instruments and unmanned intelligent equipment, along with technical services [1] - Products are primarily used for coal quality analysis and management, applicable to various solid combustible materials [1] - The company is a leading player in the coal detection instrument and unmanned intelligent equipment sectors, being the only A-share listed company in this niche [2] Market Position and Orders - As of Q1 2025, the company reported a 43% year-on-year increase in orders on hand, with new bids reaching a record high for the same period [2] - Most orders for unmanned intelligent equipment are from existing power plants undergoing upgrades, indicating significant market potential [2] - The company has established a second growth curve with unmanned intelligent equipment surpassing analytical instruments in revenue for the first time in 2024 [2] Competitive Landscape - The company has over 30 years of experience in the coal quality analysis instrument sector and is one of the few manufacturers with complete proprietary rights for unmanned intelligent equipment [3] - The market is highly specialized, and there is a lack of authoritative market share data [3] Customer Engagement and Services - The company provides essential data for industries such as thermal power, coal, metallurgy, and chemicals, which operate continuously [4] - To enhance customer loyalty, the company offers professional and convenient technical services, including remote diagnostics and intelligent management [5] Industry Demand Trends - Demand for unmanned intelligent equipment originated in the thermal power sector, where coal costs typically exceed 70% [6] - Other industries are still in pilot or partial application stages, indicating potential for future growth [6] Production Capacity - The company’s manufacturing base in Changxing significantly increased production capacity after its launch in 2023, with sufficient capacity to meet future operational needs [7] International Market Strategy - Currently, the company’s overseas business mainly involves analytical instruments, as conditions for exporting intelligent equipment are not yet fully mature [8] - The company plans to explore opportunities for exporting intelligent equipment as it accumulates market experience domestically [8] Investment and Acquisition Plans - The company has no current plans for investments or acquisitions but will monitor industry dynamics for potential resource integration opportunities [9]