Core Viewpoint - The company has successfully signed the syndicate loan agreement for the first phase of the accelerator project, which will effectively support the project's progress and is proceeding as planned without significant delays [2] Group 1 - The syndicate loan agreement for the first phase of the accelerator project was completed in August 2024 [2] - The funding from the loan will effectively support the advancement of the project [2] - All work related to the project is progressing in an orderly manner according to the established plan [2]

Market Overview - The wind power equipment sector experienced a decline of 2.59% on January 29, with Weili Transmission leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Individual Stock Performance - Feiwo Technology (301232) saw a significant increase of 6.83%, closing at 249.98 with a trading volume of 84,900 shares and a transaction value of 2.022 billion [1] - Tian Shun Wind Energy (002531) increased by 1.63%, closing at 7.50 with a trading volume of 331,400 shares and a transaction value of 246 million [1] - Weili Transmission (300904) experienced a notable decline of 6.50%, closing at 63.00 with a trading volume of 20,900 shares and a transaction value of 135 million [2] - Changyou Technology (301557) fell by 6.14%, closing at 106.01 with a trading volume of 13,500 shares and a transaction value of 147 million [2] Capital Flow Analysis - The wind power equipment sector saw a net outflow of 863 million from institutional investors, while retail investors had a net inflow of 794 million [2] - The table of capital flow indicates that Feiwo Technology had a net outflow of 85.3041 million from institutional investors, while Tian Shun Wind Energy had a net inflow of 26.5910 million [3] - The overall trend shows that retail investors are more active in the sector, with significant net inflows despite the institutional outflows [2][3]

Group 1 - The company, Weili Transmission, announced an expected revenue of 850 million to 950 million yuan for 2025, representing a year-on-year growth of 146.0% to 175.2% [2] - The net profit attributable to shareholders is projected to be a loss of 85 million to 115 million yuan, compared to a loss of 29.5497 million yuan in the same period last year [2]

本期业绩变动的主要原因如下：1、风电行业市场竞争态势持续活跃，行业成本压力逐步向上游传导， 公司风电齿轮箱产品售价面临进一步承压，对公司整体盈利水平及利润空间造成一定程度影响；2、公 司积极调整经营发展战略，报告期内营业收入实现同比大幅增长。但为保障增速器智慧工厂(一期)项目 快速达成产能目标，公司加大人员及产能投入力度，致使职工薪酬、社会保险及福利费支出显著增加， 叠加费用化利息同比大幅上升，公司整体利润空间相应承压。3、报告期内，公司非经常性损益同比大 幅缩减，预计减少净利润2000-2500万，主要原因系与收益相关的政府补助显著下降，叠加交易性金融 资产处置产生损失所致。 格隆汇1月28日丨威力传动(300904.SZ)公布，预计2025年1月1日至2025年12月31日归属于上市公司股东 的净利润亏损1.15亿元-8500万元；扣除非经常性损益后的净利润亏损1.37亿元-1.07亿元。 ...

威力传动（300904）(300904.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净亏损8500 万元至1.15亿元;扣除非经常性损益后的净亏损1.07亿元至1.37亿元。 ...

Core Viewpoint - The company, Weili Transmission, has disclosed its earnings forecast for the fiscal year 2025, indicating a significant expected net loss for shareholders [1] Financial Performance - The company anticipates a net loss attributable to shareholders ranging from 85 million to 115 million yuan [1] - The net loss, after excluding non-recurring gains and losses, is projected to be between 107 million and 137 million yuan [1]

威力传动公告称，预计2025年营收8.5-9.5亿元，上年同期3.45亿元；归属于上市公司股东的净利润亏损 8500-1.15亿元，上年同期亏损2954.97万元；扣非后净利润亏损1.07-1.37亿元，上年同期亏损1.16亿元。 业绩变动因风电产品售价承压、调整战略加大投入使成本增加、非经常性损益同比缩2000-2500万元。 该数据为初步测算，未经审计。 ...

证券代码：300904 证券简称：威力传动 公告编号：2025-004 银川威力传动技术股份有限公司 2025 年度业绩预告 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。 一、本期业绩预计情况 三、业绩变动原因说明 报告期内，公司预计归属于上市公司股东的净利润亏损约 8,500 万元至 11,500 万元。本期业绩变动的主要原因如下： 1、风电行业市场竞争态势持续活跃，行业成本压力逐步向上游传导，公 司风电齿轮箱产品售价面临进一步承压，对公司整体盈利水平及利润空间造成 一定程度影响； 2、公司积极调整经营发展战略，报告期内营业收入实现同比大幅增长。 但为保障增速器智慧工厂（一期）项目快速达成产能目标，公司加大人员及产 单位：万元 项 目 本报告期 上年同期 归属于上市公司股东的净利润 -11,500～-8,500 -2,954.97 扣除非经常性损益后的净利润 -13,700～-10,700 -11,643.15 营业收入 85,000～95,000 34,519.23 能投入力度，致使职工薪酬、社会保险及福利费支出显著增加，叠加费用化利 息同比大幅上升，公 ...

南财智讯1月28日电，威力传动在投资者关系活动中表示，目前围绕技术、生产、供应链及运营多维度 推进增速器降本举措：技术端通过结构优化提升扭矩密度、减少零部件数量并精准适配不同功率机型； 生产端依托增速器智慧工厂实现关键工序自动化与全流程信息化管理，叠加屋顶光伏降低能耗，随一期 达产1500台产能释放规模效应；供应链端建立供应商评价体系，推行"合理低价"采购与"高毛利自制+低 毛利外采"模式；运营端通过流程优化缩短订单响应周期，并拓展主机厂客户扩大销量以摊薄单位运营 成本。 ...

投资者关系活动记录表 编号：2026-003 | | | | □特定对象调研 □分析师会议 | | | --- | --- | --- | --- | --- | | 资 者 | 关 | 系 活 | □媒体采访 □业绩说明会 | 投 | | 动类别 | | | □新闻发布会 □路演活动 | | | | | | □现场参观 其他：线上会议 ☑ | | | 与 单 | 位 | 名 称 | 长江证券、工银安盛、大家资产、Millennium、博裕资本、前海人 | 参 | | 及人员姓名 | | | 寿、沙钢投资、长江资管、国金基金 | | | 时间 | | | 2026 年 1 月 28 日 | | | 地点 | | | 线上会议 | | | 市 公 | 司 | 接 待 | 副总裁、董事会秘书周建林先生 | 上 | | 人员姓名 | | | | | | | | | 一、介绍公司概况 | | | | | | 副总裁、董事会秘书周建林先生向与会的机构投资者简要介绍 | | | | | | 了公司近期经营情况及增速器智慧工厂项目进展。 | | | | | | 二、与投资者沟通和交流的主要问题 | | | | | | 1、 ...