证券日报网1月27日讯 ，威力传动在接受调研者提问时表示，目前公司围绕技术、生产、供应链及运营 多维度推进降本举措，具体如下：（1）技术端优化降本：公司持续加大研发投入，在增速器研发阶段 不断优化内部结构设计，提升产品扭矩密度。这样能在保证相同输出功率和扭矩的前提下，让产品质 量、体积更小，减少零部件数量，直接降低原材料消耗成本。同时针对不同功率机型精准研发适配产 品，通过设计优化减少差异化生产带来的额外成本。（2）智能化生产提效降本：增速器智慧工厂正处 于产能爬坡阶段，目前核心生产设备已基本部署到位。工厂内关键工序实现自动化，搭配智能物流和全 流程信息化管理，既能提升加工精度与合格率以减少废品损失，又能摊薄固定资产折旧和研发分摊等固 定成本。且随着一期逐步达成1500台的加工能力，规模效应将进一步降低单位产品的生产耗时与人工成 本。此外，工厂还搭建了屋顶光伏电站，显著减少了生产环节的能耗支出。（3）供应链精益化控本： 公司搭建了成熟的供应商评价筛选体系，通过供应链大会、实地走访等方式挖掘优质供应商。采购时遵 循"合理低价"原则，在原材料价格波动期以招标采购控制成本，同时与核心供应商建立长期合作，保障 供应稳 ...

（编辑 任世碧） 证券日报网1月27日讯 ，威力传动在接受调研者提问时表示，公司本次再融资采用向特定对象发行A股 股票的方式，募集资金总额不超过6亿元（含本数），募集资金扣除相关发行费用后将用于风电增速器 智慧工厂（一期）及补充流动资金。相关工作正按计划稳步推进。2025年9月15日，公司召开2025年第 四次临时股东会，审议通过了《关于公司符合向特定对象发行A股股票条件的议案》《关于公司2025年 度向特定对象发行A股股票方案的议案》等全部相关议案，为后续申报工作奠定了基础。根据监管要 求，本次向特定对象发行股票事项尚需提交深圳证券交易所审核通过，并经中国证券监督管理委员会同 意注册后方可实施。后续公司将严格按照相关法律法规的规定，及时履行信息披露义务。 ...

证券日报网1月27日讯，威力传动（300904）在接受调研者提问时表示，公司新增员工主要是为增速器 智慧工厂储备人才，涵盖了工艺技术、生产管理、质量检测等与工厂运营密切相关的岗位，参与了工厂 设备的调试与小批量试制，为增速器智慧工厂的顺利推进提供重要支撑。虽然短期人员投入增加了成 本，但随着增速器工厂投产临近以及订单的逐步落地，这些投入将转化为产能和营收增长的动力。长期 而言，增速器业务的规模化发展将成为公司新的盈利增长点，有效覆盖前期人才投入成本，实现可持续 发展。 ...

证券代码：300904 证券简称：威力传动 银川威力传动技术股份有限公司 投资者关系活动记录表 编号：2026-002 投 资 者 关 系 活 动类别 ☑ 特定对象调研 □媒体采访 □新闻发布会 ☑ 现场参观 □分析师会议 □业绩说明会 □路演活动 □其他 参 与 单 位 名 称 及人员姓名 华创证券 时间 2026 年 1 月 27 日 地点 公司会议室 上 市 公 司 接 待 人员姓名 副总裁、董事会秘书周建林先生 投 资 者 关 系 活 动主要内容介绍 一、介绍公司概况 现场调研的投资者参观了公司展厅及工厂，公司副总裁、董事 会秘书周建林先生向机构投资者简要介绍了公司成长历程，重点介 绍了企业的主营业务及核心产品情况。 二、与投资者沟通和交流的主要问题 1、增速器产品如何进行成本优化？ 答：目前我们围绕技术、生产、供应链及运营多维度推进降本 举措，具体如下： （1）技术端优化降本：我们持续加大研发投入，在增速器研发 阶段不断优化内部结构设计，提升产品扭矩密度。这样能在保证相 同输出功率和扭矩的前提下，让产品质量、体积更小，减少零部件 数量，直接降低原材料消耗成本。同时针对不同功率机型精准研发 适配产品， ...

Core Viewpoint - The company has completed the construction of the first phase of its wind turbine gearbox smart factory, which will have an annual production capacity of 2,000 units [1] Group 1: Production and Capacity - The company is actively promoting its gearbox products in the market and is deepening cooperation with customers [1] - The production capacity planning will be scientifically coordinated based on market demand and project production progress [1] Group 2: Financial Information - The company will disclose relevant financial information regarding revenue performance in the fourth quarter of 2025 and annual profit in its upcoming 2025 annual report [1] - The company emphasizes strict compliance with information disclosure regulations and timely fulfillment of disclosure obligations [1]

Core Viewpoint - The global and Chinese wind power installation capacity is experiencing continuous growth, establishing a solid demand foundation for the wind power gearbox market [1] Industry Summary - According to the Global Wind Energy Council, the global wind power installed capacity is expected to reach an additional 981 GW from 2025 to 2030, with an average annual increase of 164 GW [1] - In China, the newly added wind power installation capacity from January to November 2025 is projected to be 82.5 GW, representing a year-on-year growth of 59.5% [1] Company Summary - The company is leveraging its technological advantages to capture a larger share of the high-end gearbox market, driven by the proliferation of high-power models due to technological iterations [1]

Core Viewpoint - The company expects a significant increase in gross margin following the launch of its wind power gearbox smart factory, driven by enhanced product value and cost reduction through economies of scale [1] Group 1: Production and Efficiency - The smart production line will improve the precision and qualification rate of component processing, thereby reducing waste loss [1] - The annual production capacity increase will dilute fixed costs such as depreciation of fixed assets and R&D expenses [1] Group 2: Market Impact - As production capacity is released and market share expands, the positive impact of this business on the overall gross margin of the company will gradually become apparent [1]

Group 1: Company Overview and Growth - The company has invested a total of 1,321.11 million CNY in the wind power gearbox smart factory as of October 31, 2025, with the project entering a critical phase of construction [1] - The smart factory is expected to significantly enhance the gross margin of gearboxes due to increased product value and cost reduction from economies of scale [1][2] Group 2: Market Outlook - The global and Chinese wind power installation capacity is continuously expanding, with a projected addition of 981 GW globally from 2025 to 2030, averaging 164 GW per year [2] - In China, the newly installed wind power capacity reached 82.5 GW from January to November 2025, a year-on-year increase of 59.5%, with a cumulative capacity of 600 million KW, marking a 22.4% increase [3] Group 3: Industry Barriers - Key barriers in the wind power gearbox industry include high technical requirements, significant capital investment, stringent supplier qualification processes, and the need for brand reputation [3][4] Group 4: Competitive Advantages of the Smart Factory - The smart factory will enhance market adaptability, operational efficiency, and financial performance, positioning the company to transition from following industry trends to leading the market [4] - The factory's capabilities will address the supply gap for high-power gearboxes and improve responsiveness to customer customization needs [4] Group 5: Manufacturing Process Advantages - The company has established a robust quality control system, ensuring a product lifespan of up to 20 years and a warranty period of 5 years, meeting stringent customer requirements [5] - Advanced manufacturing techniques, including five-axis CNC machining, enhance the precision and quality of gearbox components, ensuring compliance with GB6 grade accuracy standards [5]

证券日报网讯 1月13日，威力传动发布公告称，公司第四届董事会第二次会议审议通过《关于接受关联 方担保暨关联交易的议案》。 （文章来源：证券日报） ...

每经头条（nbdtoutiao）——"春节也要加班，抢在4月1日前交货"！有光伏企业在抢出口，也有企业很 纠结：白银等原材料成本激增，决策困难 （记者 张明双） 每经AI快讯，威力传动1月13日晚间发布公告称，公司第四届第二次董事会会议于2026年1月13日在公 司会议室召开。会议审议了《关于接受关联方担保暨关联交易的议案》等文件。 ...