证券代码：300904 证券简称：威力传动 公告编号：2025-050 （一）公司回购股份的时间、回购股份数量及集中竞价交易的委托时段、交 易价格等符合《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》 第十七条、十八条及公司回购股份方案的相关规定，具体如下： 银川威力传动技术股份有限公司 关于回购股份进展的公告 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。 银川威力传动技术股份有限公司（以下简称"公司"）于2025年3月14日召 开第三届董事会第三十次会议审议通过了《关于回购公司股份方案的议案》， 同意公司使用自有资金和/或自筹资金通过深圳证券交易所集中竞价交易方式回 购公司已发行的人民币普通股（A股）股票（以下简称"本次回购"），回购的 股份后续将用于股权激励或员工持股计划。本次回购的资金总额不低于人民币 6,000万元且不超过人民币9,000万元（均含本数），回购价格不超过人民币 70.00元/股。具体回购股份的数量以回购结束时实际回购的股份数量为准。本 次回购股份的实施期限自董事会审议通过本次回购股份方案之日起十二个月内。 具体内容详见公司 ...

格隆汇8月1日丨威力传动(300904.SZ)公布，截至2025年7月31日，公司通过回购专用证券账户以集中竞 价交易方式累计回购股份数量为876,500股，占公司总股本的1.2109%，最高成交价为54.05元/股，最低 成交价为46.56元/股，成交总金额为人民币4420.666万元(不含交易费用)。 ...

（编辑 郭之宸） 本报讯 （记者李立平）7月30日，银川威力传动技术股份有限公司（以下简称"威力传动"）微信公众号发布的消息显示， 在7月29日召开的第六届全国非公有制经济人士优秀中国特色社会主义事业建设者表彰大会上，公司董事长李想等100名同志荣 获"全国非公有制经济人士优秀中国特色社会主义建设者"称号。 "全国非公有制经济人士优秀中国特色社会主义事业建设者"是由中央统战部、工业和信息化部、人力资源社会保障部、市 场监管总局和全国工商联共同开展，自2004年启动以来，第二届至第五届的评选表彰时间分别为2006年、2009年、2014年、 2019年，截至目前，全国获此殊荣者不足600人。 公司微信公众号还显示，新时代呼唤新担当，新征程期待新作为，公司将以此为新的起点，坚定信念跟党走，一心一意谋 发展，恪守法治诚信经营，积极履行社会责任，努力将企业建设成为中国特色社会主义事业的优秀实践者，为中国式现代化建 设和民族复兴伟业贡献应有的力量。 ...

2024年1至12月份，威力传动的营业收入构成为：风电齿轮箱占比97.18%，其他产品占比2.82%。 （文章来源：每日经济新闻） 威力传动（SZ 300904，收盘价：54.04元）发布公告称，2025年7月31日，威力传动接受中金资管、大 家资产调研，公司副总裁、董事会秘书周建林参与接待，并回答了投资者提出的问题。 ...

Group 1: Company Overview - The company, Yinchuan Weili Transmission Technology Co., Ltd., focuses on precision reducers and gearboxes, with significant advancements in its smart factory for wind power gearboxes [1] - The company has a growth history and emphasizes its core business and products during investor presentations [1] Group 2: Funding for Smart Factory - Funding for the smart factory construction comes from self-owned funds, bank loans, and secondary market refinancing, with a planned credit limit of up to 3 billion CNY [1] - The company aims to raise up to 600 million CNY through a private placement of A-shares to support the smart factory and working capital [2] Group 3: Profitability Expectations - The smart factory is expected to significantly increase gross margins due to product value addition and economies of scale [2] - The wind power gearbox is a high-value component, with anticipated gross margins higher than conventional products, benefiting from improved production efficiency and reduced costs [2] Group 4: Industry Barriers - Key barriers in the wind power gearbox industry include: - **Technical Barriers**: High design complexity and stringent testing requirements [2] - **Financial Barriers**: Capital-intensive nature requiring significant investment in equipment and R&D [2] - **Customer and Certification Barriers**: Long supplier approval cycles and strict certification processes [2] - **Brand and Talent Barriers**: Established brands dominate, and the industry requires multidisciplinary talent [2] Group 5: Workforce Preparation - The company is proactively recruiting for the smart factory to ensure operational readiness, covering roles in technology, production management, and quality control [2] Group 6: Product Advantages - The company's gearboxes feature advantages such as smooth engagement, low noise, good sealing, high efficiency, lightweight, and cost-effectiveness, achieved through advanced materials and processing techniques [2]

Group 1 - The Dachen ChiNext AI ETF (159242.SZ) reached a new high with a maximum increase of 2.60% and a peak trading price of 1.065 as of July 31 [1] - The underlying index, ChiNext AI (970070.CNI), saw a maximum increase of 3.10%, consistently breaking historical highs [1] - Key component stocks such as Yizhongtian, New Yisheng (300502), Zhongji Xuchuang (300308), and Tianfu Communication (300904) also reached new annual highs [1] Group 2 - The ChiNext AI index focuses on AI engineering and industrialization, covering foundational technology areas like optical modules, computing chips, edge computing, and operating systems, distinguishing itself from algorithm-focused tech innovation indices [1] - The top ten holdings of the index include Zhongji Xuchuang, New Yisheng, Tianfu Communication, Softcom Power, Runze Technology, Allwinner Technology, Jingjia Micro, Deepin Technology, Beijing Junzheng, and Wangsu Technology, emphasizing domestic AI innovation and application [1] Group 3 - CITIC Securities highlights the rapid development of next-generation system-level computing, boosting confidence in the domestic AI industry chain [2] - AI applications represented by WPS AI 3 are leading innovations in Agent technology, combined with advancements in next-generation model technologies [2] - The AI industry chain is expected to accelerate under multiple driving forces, with continued optimism for investment opportunities in AI-related sectors [2]

Group 1 - The core viewpoint of the news is that 威力传动 (Weili Transmission) has shown significant revenue growth in its latest quarterly report, but its net profit has decreased substantially [1] - As of July 30, 2025, 威力传动's stock price closed at 54.88 yuan, reflecting a 1.93% increase with a trading volume of 31,900 lots and a transaction amount of 177 million yuan [1] - The company experienced a net inflow of main funds amounting to 14.48 million yuan, accounting for 8.18% of the total transaction amount, with large orders contributing significantly to this inflow [1] Group 2 - For the first quarter of 2025, 威力传动 reported total operating revenue of 110 million yuan, representing a year-on-year growth of 284.46%, while the net profit attributable to shareholders was 17.55 million yuan, a decrease of 125.71% [1] - The company has a current ratio of 1.050, a quick ratio of 0.722, and a debt-to-asset ratio of 69.83%, indicating its financial health and leverage [1] - 威力传动 was established in 2003 and is primarily engaged in the general equipment manufacturing industry, with a registered capital of 72.38 million yuan [1][2]

Group 1: Company Overview - Weili Transmission was established in 2003 in Yinchuan, with over 1,000 employees and specializes in the R&D, production, and sales of wind power gearboxes and related products [1] - The company has become a key supplier for major domestic wind power enterprises and has entered the qualified supplier lists of international companies such as Siemens-Gamesa and Adani [1] Group 2: Funding for Smart Factory - The funding for the construction of the smart factory for gearboxes will primarily come from self-owned funds, bank loans, and secondary market refinancing, with a planned credit limit of up to 3 billion yuan [2] - The company plans to raise up to 600 million yuan through a private placement of A-shares to support the smart factory and working capital [2] Group 3: R&D Investment and Cost Control - R&D expenses for 2023 were approximately 42.56 million yuan, with a projected increase of 20.65% to 51.35 million yuan in 2024, totaling 126.11 million yuan over the last three years [2] - The company focuses on optimizing the internal structure of gearboxes to reduce material costs and improve production efficiency through technological innovation and process improvements [2][3] Group 4: Market Outlook and Industry Barriers - The global wind power installed capacity is expected to grow, with an estimated addition of 981 GW from 2025 to 2030, driving demand for wind power gearboxes [4] - The Chinese market is projected to add 86 GW in 2024, a year-on-year increase of 11%, significantly outpacing global growth [4] - Industry barriers include high technical requirements, significant capital investment, stringent supplier qualifications, and the need for a strong brand reputation [3][4]

Group 1: Technological Innovation in Ningxia - Ningxia has made significant strides in technological innovation, with achievements such as the fastest high-speed rail using "Ningxia-made contact beams" and the development of the largest intelligent reverse well drilling machine in China [1] - The region aims to cultivate new productive forces, targeting 800 national high-tech enterprises, over 100 key technological breakthroughs, and the introduction and transformation of over 500 scientific achievements [1] - The installed capacity for wind and solar power is projected to reach 20.6 million kilowatts, with energy storage capacity of 600,000 kilowatts [1] Group 2: Financial Support for Enterprises - Financial institutions, such as China Bank and Ningxia Bank, have provided substantial support to companies like Weili Transmission, including a 54 million yuan stock repurchase loan and over 1.1 billion yuan in various financing products [3][4] - Weili Transmission is set to establish a smart factory for wind power gearboxes, with a total investment of 2 billion yuan, requiring significant financial backing [3][4] - The company has developed key components for offshore wind turbines, filling a domestic gap in high-power offshore wind gearbox manufacturing [2] Group 3: Shared Group's Innovations - Shared Group has made breakthroughs in 3D printing technology, creating the world's first super sand mold 3D printing equipment, which is five times more efficient than similar devices [6] - The company has invested over 1 billion yuan annually in technology upgrades and nearly 200 million yuan in R&D, relying heavily on bank support for funding [6][7] - Traffic Bank has provided continuous financial support, including a 208 million yuan project loan for the construction of a 3D printing smart factory [7] Group 4: Solar Energy Development - Ningxia Zhonghuan is a key player in solar energy, with a total investment exceeding 15 billion yuan for a 50GW solar-grade monocrystalline silicon material project [8][9] - The project has rapidly progressed, achieving production milestones within the same year of commencement, supported by a consortium of eight banks providing loans [8][9] - Agricultural Bank of Ningxia has played a crucial role in forming a 7.5 billion yuan loan consortium to support the project, alongside offering non-financial services to assist the company [9]

Group 1 - The stock price of Weili Transmission as of July 29, 2025, closed at 53.84 yuan, down 1.14% from the previous trading day, with a trading volume of 0.91 billion yuan [1] - Weili Transmission specializes in the research, production, and sales of gearboxes and speed increasers specifically for the wind power sector, making it a key supplier for various domestic and international wind power companies [1] - The company plans to accelerate capacity layout and initiate a private placement to meet the growing demand in the wind power industry [1] Group 2 - Weili Transmission is set to build a smart factory for wind power speed increasers to enhance production efficiency and market competitiveness [1] - On July 29, 2025, the net outflow of main funds for Weili Transmission was 6.183 million yuan [2]