人民财讯8月11日电，【热点】 【经营业绩】 露笑科技：筹划发行H股并在香港联交所上市。 中国重工：自8月13日起连续停牌直至终止上市。 海康威视：董事长提议实施2025年中期分红，拟10派4元（含税）。 北大医药：全资子公司北医医药6月以来主营业务已基本中止。 皇庭国际：深圳皇庭广场将被司法拍卖，起拍价30.53亿元。 *ST苏吴：控股孙公司就Regen Biotech违约提起仲裁并获受理立案。 ST易购：拟支付2.2亿元与家乐福方达成债务和解协议。 上海建科：公司董事陈为接受纪律审查和监察调查。 金鹰重工：与新藏铁路有限公司还未开展相关业务。 三连板吉视传媒：公司未参与投资目前上映的影片。 二连板天顺股份：公司未参与新藏铁路工程项目。 东芯股份：上海砺算未纳入公司合并报表范围。 【并购】 新晨科技：终止收购天一恩华96.96%股权事项。 光库科技：拟购买苏州安捷讯光电100%股权，12日复牌。 *ST生物：筹划购买慧泽医药51%股权，预计构成重大资产重组。 东方国信：拟控股视拓云，深化智能算力领域布局。 九鼎投资：拟控股南京神源生，切入机器人产业链关键环节。 煌上煌：拟4.95亿元收购立兴食品51%股权。 ...

证券日报网讯 8月11日晚间，新强联发布公告称，公司第四届监事会第九次会议审议通过了《关于及其 摘要的议案》等。 （文章来源：证券日报） ...

证券日报网讯 8月11日晚间，新强联发布公告称，公司第四届董事会第十六次会议审议通过了《关于及 其摘要的议案》等。 （文章来源：证券日报） ...

证券日报网讯8月11日晚间，新强联（300850）发布公告称，公司2025年上半年实现营业收入为2， 209，580，741.66元，同比增长108.98%；归属于上市公司股东的净利润为399，614，821.75元，同比 增长496.60%。 ...

Group 1 - The wind power industry is experiencing a significant increase in performance, with companies like XinQiangLian reporting substantial revenue growth [1][3] - XinQiangLian's revenue for the first half of the year reached 2.21 billion yuan, a year-on-year increase of 108.98%, and net profit was 400 million yuan, compared to a loss of 101 million yuan in the same period last year [1] - The company's wind power products generated revenue of 1.676 billion yuan, up 135.53% year-on-year, with a gross margin of 30.50%, an increase of 18.38% [1] Group 2 - XinQiangLian maintains long-term and close relationships with leading clients in the marine engineering equipment sector, achieving industry-leading technology levels in products like the overall rotary support for floating cranes [2] - The company has made significant breakthroughs in the localization of shield machine bearings and components, establishing solid partnerships with major industry clients [2] - XinQiangLian's core products, such as wind power main shaft bearings and shield machine main shaft bearings, have reached international advanced levels due to technological advancements [2] Group 3 - The wind power industry is expected to continue benefiting from strong demand in both land and sea wind sectors, with component manufacturers likely to see sustained growth [3] - There is a basis for price increases in segments like castings and blades, which could lead to higher profitability [3] - The wind turbine sector may experience a profit reversal due to stable prices and cost optimization [3]

Group 1 - The company XinQiangLian reported a significant increase in revenue for the first half of 2025, reaching approximately 2.21 billion yuan, which represents a year-on-year growth of 108.98% [2] - The net profit attributable to shareholders for the same period is around 400 million yuan, with a basic earnings per share of 1.09 yuan [2] - In contrast, the revenue for the same period in 2024 was approximately 1.057 billion yuan, with a net loss attributable to shareholders of about 101 million yuan, resulting in a basic loss per share of 0.28 yuan [2]

Core Viewpoint - Luoyang Xinqianglian Slewing Bearing Co., Ltd. reported significant growth in revenue and net profit for the first half of 2025, indicating strong performance in the bearing manufacturing industry, particularly in wind power and construction machinery sectors [2][3]. Company Overview and Financial Indicators - The company operates in the general equipment manufacturing industry, specifically in the production of bearings, gears, and transmission components [3]. - The stock code is 300850, and it is listed on the Shenzhen Stock Exchange [2]. - The company reported a revenue of approximately 2.21 billion yuan for the first half of 2025, a 108.98% increase compared to the same period in 2024 [2]. - The net profit attributable to shareholders reached approximately 335.16 million yuan, marking a 2,200.56% increase year-on-year [2]. - The total assets at the end of the reporting period were approximately 11.21 billion yuan, a 12.07% increase from the previous year [2]. Industry Development - The bearing manufacturing industry in China is large but still lags in high-end, large-scale, and high-value-added products compared to global leaders [3]. - The wind power bearing sector has seen significant changes, with domestic companies narrowing the gap with international firms due to policy support and market demand [3]. - The domestic market for shield tunneling machine bearings is growing, driven by increased infrastructure investment and technological advancements [3][8]. Main Business and Products - The company’s main products include wind power main shaft bearings, yaw bearings, pitch bearings, and various types of bearings for construction machinery and marine equipment [3][6]. - The company has established a strong market position in the wind power and marine equipment sectors, with products meeting international standards [6][8]. Competitive Advantages - The company has a stable and high-quality customer base, including major manufacturers in the wind power and construction machinery sectors, ensuring a steady flow of orders [10]. - Continuous investment in research and development has led to technological breakthroughs, enhancing product competitiveness and market share [9][13]. - The company has a robust supply chain and production model, allowing for efficient procurement and production processes [5][9]. Financial Performance Analysis - The company’s operating costs increased to approximately 1.58 billion yuan, reflecting a 75.70% rise due to higher sales volume [16]. - Research and development expenses rose by 79.57% to approximately 112.05 million yuan, indicating a commitment to innovation [16]. - The company’s gross profit margin improved, driven by increased sales of high-value products [16].

回转支承专业制造 证券代码：300850 证券简称：新强联 公告编号：2025-041 债券代码：123161 债券简称：强联转债 洛阳新强联回转支承股份有限公司 第四届董事会第十六次会议决议公告 本次会议的召集、召开程序符合有关法律、法规、部门规章、规范性文件和《公司 章程》的规定。 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 二、董事会会议审议情况 整，没有虚假记载、误导性陈述或重大遗漏。 与会董事对需审议的议案进行了充分讨论，相关议案审议和表决情况如下： 一、董事会会议召开情况 洛阳新强联回转支承股份有限公司（以下简称"公司"）第四届董事会第十六次会 议（以下简称"本次会议"）于 2025 年 8 月 10 日上午 9：00 以现场会议方式召开，现 场会议的会议地点在公司四楼会议室，本次会议通知于 2025 年 7 月 31 日以电话通知、 电子通讯通知、专人通知等方式送达全体董事。本次会议由公司董事长肖争强先生召集 和主持，本次会议应到董事 6 人，实到 6 人。公司监事和高级管理人员列席了本次会议。 具体内容详见公司同日披露在巨潮资讯网（www.cninfo.com.cn）的《2025年 ...

回转支承专业制造 证券代码：300850 证券简称：新强联 公告编号：2025-042 债券代码：123161 债券简称：强联转债 洛阳新强联回转支承股份有限公司 第四届监事会第九次会议决议公告 本公司及监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。 （一）审议通过《关于<2025 年半年度报告>及其摘要的议案》 经审议，监事会认为：董事会编制和审核通过《2025 年半年度报告》及《2025 年 半年度报告摘要》的程序符合法律、行政法规和中国证监会的规定，报告内容真实、准 确、完整地反映了公司的实际情况，不存在虚假记载、误导性陈述或重大遗漏。 具体内容详见公司同日在巨潮资讯网（www.cninfo.com.cn）上披露的《2025 年半 年度报告》及《2025 年半年度报告摘要》。《2025 年半年度报告摘要》同时刊登于《上 海证券报》《证券时报》。 表决结果：3 票同意，0 票反对，0 票弃权。本议案获得通过。 （二）审议通过《关于<2025 年半年度募集资金存放与使用情况的专项报告>的议案》 回转支承专业制造 一、监事会会议召开情况 洛阳新强联回转支承股份有限公司 ...

智通财经APP讯，新强联(300850.SZ)发布2025年半年度报告，报告期内，公司实现营业收入22.1亿元， 同比增长108.98%。实现归属于上市公司股东的净利润4亿元。实现归属于上市公司股东的扣除非经常 性损益的净利润3.35亿元，同比增长2200.56%。基本每股收益1.09元。 ...