资金面上，该股今日主力资金净流出499.20万元，近5日资金净流出1077.19万元。最新（1月26日）两融 余额6001.26万元，其中，融资余额5998.20万元，环比前一交易日增长0.62%，近5日融资余额累计增长 16.58%。（数据宝） （文章来源：证券时报网） 宏德股份（301163）1月27日发布2025年业绩预增公告，预计实现净利润为3850.00万元~4600.00万元， 净利润同比增长80.36%~115.50%。 证券时报·数据宝统计显示，宏德股份今日收于30.82元，上涨0.72%，日换手率为5.00%，成交额为 8373.17万元，近5日上涨4.51%。通过对2025年业绩预增50%以上的个股走势进行统计发现，预告发布 后当日股价上涨的占比60.26%，股价发布当日股价涨停的有12家。预告发布后5日股价上涨的占比 60.26%。 ...

（文章来源：每日经济新闻） 每经AI快讯，宏德股份(301163)1月27日发布业绩预告，预计2025年归母净利润为3850万元~4600万元， 同比增长80.36%~115.5%。报告期内，公司持续聚焦主业，围绕铸铁和铸铝两大业务核心进行产业布局 和市场拓展，其中铸铝业务收入和盈利能力提升，带动了公司业绩的增加。 ...

人民财讯1月27日电，宏德股份(301163)1月27日发布业绩预告，预计2025年归母净利润为3850万元— 4600万元，同比增长80.36%—115.5%。报告期内，公司持续聚焦主业，围绕铸铁和铸铝两大业务核心 进行产业布局和市场拓展，其中铸铝业务收入和盈利能力提升，带动了公司业绩的增加。 转自：证券时报 ...

证券代码：301163 证券简称：宏德股份 公告编号：2026-001 江苏宏德特种部件股份有限公司 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 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 二、与会计师事务所沟通情况 本次业绩预告相关数据是公司财务部门初步测算的结果，未经会计师事务所审计。公司已就本次 业绩预告与会计师事务所进行了预沟通，双方不存在重大分歧。 三、业绩变动原因说明 1、报告期内，公司持续聚焦主业，围绕铸铁和铸铝两大业务核心进行产业布局和市场拓展，其中 铸铝业务收入和盈利能力提升，带动了公司业绩的增加； 2、报告期内公司存在销售废旧砂箱收入约 920.00 万元，该业务具有不可持续性，界定为非经常 性损益。 2、业绩预告情况：预计净利润为正值且属于同向上升 50%以上情形 （1）以区间数进行业绩预告的 单位：万元 | 项 目 | | | 本报告期 | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上 ...

关于江苏宏德特种部件股份有限公司 2025 年度持续督导培训情况报告 国联民生证券承销保荐有限公司（以下简称"国联民生保荐"、"保荐机构"） 作为江苏宏德特种部件股份有限公司（以下简称"宏德股份"、"公司"）首次 公开发行股票并在创业板上市的保荐机构，根据《证券发行上市保荐业务管理办 法》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》等相关规 定，对宏德股份的董事及高级管理人员进行了 2025 年度持续督导现场培训。现 将培训情况报告如下： 一、培训的基本情况 1、培训时间：2026 年 1 月 19 日 国联民生证券承销保荐有限公司 本次培训对内幕信息规则及代表案例进行了重点讲解，对资本市场监管政策 和形势变化以及上市公司规范运行要求进行了分享。 三、本次培训的效果 在本次持续督导培训过程中，宏德股份予以积极配合和沟通。通过本次培训， 相关人员对内幕交易有了充分了解，对资本市场监管政策和形势变化以及上市公 司规范运行要求有了深刻认识，本次培训取得了良好的效果。 （以下无正文） （本页无正文，为《国联民生证券承销保荐有限公司关于江苏宏德特种部件 股份有限公司 2025 年度持续督导培训情况报告 ...

国联民生证券承销保荐有限公司关于江苏宏德特种部件股份有限公司 2025 年度持续督导定期现场检查报告 宋 彬 彭黎明 国联民生证券承销保荐有限公司 年 月 日 | 6.对外担保审议程序是否合规且履行了相应的信息披露义务 √ | | | | --- | --- | --- | | 7.被担保方是否不存在财务状况恶化、到期不清偿被担保债务 | | √ | | 等情形 | | | | 8.被担保债务到期后如继续提供担保，是否重新履行了相应的 | | √ | | 审批程序和披露义务 | | | | （五）募集资金使用 | | | | 现场检查手段：查阅公司募集资金账户的大额支出凭证、银行对账单、三方监管协议等 | | | | 资料，实地查看募投项目现场，与相关人员访谈。 | | | | 1.是否在募集资金到位后一个月内签订三方监管协议 | √ | | | 2.募集资金三方监管协议是否有效执行 | √ | | | 3.募集资金是否不存在第三方占用或违规进行委托理财等情形 | √ | | | 4.是否不存在未履行审议程序擅自变更募集资金用途、暂时补 | √ | | | 充流动资金、置换预先投入、改变实施地点等情形 | | ...

证券日报网讯1月12日，宏德股份（301163）在互动平台回答投资者提问时表示，公司向金风科技 （002202）提供的产品为铸铁件，主要为风电设备相关零部件；公司的铸铝件产品主要应用于电力设 备、医疗器械领域。 ...

Group 1 - Wind power equipment sector increased by 0.77% on December 17, with He望电气 leading the gains [1] - The Shanghai Composite Index closed at 3870.28, up 1.19%, while the Shenzhen Component Index closed at 13224.51, up 2.4% [1] - He望电气's closing price was 30.65, reflecting a rise of 5.36% with a trading volume of 238,100 shares and a transaction value of 708 million yuan [1] Group 2 - The wind power equipment sector saw a net outflow of 376 million yuan from institutional investors, while retail investors had a net inflow of 444 million yuan [2] - The trading data for various companies showed that He望电气 had a net inflow of 80.12 million yuan from institutional investors, while retail investors had a net outflow of 78.23 million yuan [3] - Other companies like 运达股份 and 德力佳 also experienced varying degrees of net inflows and outflows from different investor types [3]

Mergers and Acquisitions - China Metallurgical Group Corporation plans to sell assets worth 60.676 billion yuan to Minmetals Land and China Minmetals [1] - Shengda Resources intends to acquire 60% stake in Jinshi Mining for 500 million yuan [1] - Honghua Digital Science plans to acquire 49% stake in Shandong Yingkejie for 105 million yuan [1] - Weidi Co., Ltd. is set to acquire controlling stake in Jiangsu Jiuxing Precision Technology [1] Shareholding Changes - PIANO's controlling shareholder is planning a change in control, leading to stock suspension [1] - Tai Long Pharmaceutical's controlling shareholder will change to Jiangyao Holdings, with stock resuming trading [1] - ST Yishite's control will shift to Jingzhou State-owned Assets Supervision and Administration Commission [1] Buybacks and Reductions - Midea Group has completed its share buyback plan with a total amount reaching 10 billion yuan [1] - Helen Zhe plans to repurchase shares worth between 50 million to 100 million yuan [1] - Several companies, including Zhongfu Circuit and Keri International, are planning to reduce their shareholdings by up to 3% [1] Operational Data - Zhongtong Bus reported a sales volume of 1,133 units in November, marking a year-on-year increase of 39.53% [1] - Keming Foods' subsidiary saw a 110.77% year-on-year increase in pig sales revenue in November [2] - Yisheng Co., Ltd. reported a 28.43% decrease in sales revenue from white feather broiler chicks in November, totaling 215 million yuan [2] Major Investments - Cambridge Technology plans to invest 100 million USD in CIG USA to expand high-speed optical module production capacity in North America and Southeast Asia [2] - Zhejiang Rongtai intends to invest approximately 545 million yuan in Thailand for the production of 14,000 tons of mica paper and other products [2] - China Ocean Shipping Company plans to invest 258 million yuan in Shenshan Port Investment Company [2]

Core Viewpoint - The Chinese wind power casting industry is experiencing significant development opportunities due to the acceleration of global energy transition and the booming wind power industry, with a strong correlation between market size and new installed wind power capacity [1][15]. Industry Overview - Wind power castings are specialized castings used in wind turbines, accounting for approximately 10% of the total cost of wind turbines, with demand steadily increasing as the wind turbine industry grows [3][9]. - The industry has seen substantial advancements in technology, production capacity, and product quality, establishing China as a dominant force in the global wind power casting supply [1][15]. Market Size and Growth - The market size of China's wind power casting industry is projected to reach 20.64 billion yuan in 2024, representing a year-on-year growth of 13.16%, and is expected to grow to 23.37 billion yuan by 2025 [1][15]. - The global wind power casting market is anticipated to reach $4.482 billion in 2024, with a year-on-year growth of 8.61%, and is expected to increase to $5.158 billion by 2025 [14]. Production Capacity - China's wind power casting capacity is expected to grow from 2.02 million tons in 2021 to 2.69 million tons in 2024, with a compound annual growth rate of 10.02%, and is projected to reach 2.91 million tons by 2025 [16]. Key Enterprises - Major companies in the Chinese wind power casting industry include Jixin Technology, Riyue Heavy Industry, Hongde Co., and Haomai Technology, among others, which have established significant market positions through technological advancements and production capabilities [2][17]. - Jixin Technology focuses on manufacturing components for large wind turbines and has reported a revenue increase of 27.33% for its main products in the first half of 2025 [18]. - Riyue Heavy Industry has a production capacity of 700,000 tons of castings and has seen a revenue increase of 66.06% for its ductile iron products in the first half of 2025 [19]. Industry Trends - The industry is moving towards large-scale and lightweight casting development to meet the demands of high-capacity wind turbines, with a focus on optimizing structural design and using new high-strength materials [20]. - Innovations in materials and casting processes are driving technological upgrades, enhancing the mechanical performance and fatigue life of castings [21]. - The integration of smart manufacturing and green production practices is becoming a core development direction, aiming to improve efficiency and reduce environmental impact [22].