格隆汇12月11日丨崇德科技(301548.SZ)在投资者互动平台表示，公司已成功向上海电气、东方电气、 中国重燃、哈汽等国内主要燃气轮机厂商供应燃机轴承，实现了燃机滑动轴承自主设计和制造，并与国 际电力设备头部企业GE等开始了合作。 ...

（文章来源：证券日报） 证券日报网讯 12月2日，崇德科技在互动平台回答投资者提问时表示，截至11月28日公司股东总户数为 9800多户。 ...

Company Overview - The main products and services include dynamic pressure oil film sliding bearings, wind power sliding bearings, high-speed permanent magnet motor products, and industrial transmission services, focusing on energy generation, industrial drive, petrochemicals, and shipping sectors [2] - The sliding bearing products are widely used in major equipment and high-precision devices such as heavy gas turbines, large steam turbines, wind power equipment, efficient compressors, high-speed motors, pumps, and gearboxes [2] Financial Performance - For the first three quarters of 2025, the company achieved a revenue of CNY 445 million and a net profit attributable to shareholders of CNY 102 million, with a non-recurring net profit of CNY 89.33 million [2] - The production lines are currently operating at full capacity, with a steady increase in capacity utilization through optimization of production equipment, processes, and logistics [2] Future Development Strategy - The company will continue to focus on industrial sliding bearings as the core, with emerging industries (including industrial services) and high-speed motors as the two wings, aiming for "internationalization, high-end, and value" [3] Competitive Landscape - Major competitors include international leading companies in sliding bearings such as RENK AG, Waukesha, Miba, Kingsbury, and Michell [4] Strategic Partnerships - The company has maintained a long-term and stable strategic partnership with SKF since its establishment in 2003, acting as an authorized industrial distributor for SKF products [5] - SKF became a shareholder in the company in 2022, recognizing the company's technology and market potential [5] Wind Power Sector - The wind power sliding bearing business is a significant part of the dynamic pressure oil film sliding bearing segment, with expected substantial revenue growth compared to the previous two years and a strong order backlog [6] High-Speed Permanent Magnet Motor Applications - High-speed permanent magnet motors can be applied in various fields, including vacuum pumps, steam compressors, blowers, and sectors such as paper, steel, refrigeration, chemicals, pharmaceuticals, construction materials, food fermentation, wastewater treatment, distributed energy, and nuclear power [7]

Core Insights - Chongde Technology stated that as of November 20, 2025, the total number of shareholders will exceed 10,000 [2] Company Summary - Chongde Technology is actively engaging with investors through interactive platforms [2] - The company is projecting significant growth in its shareholder base by 2025 [2]

Core Insights - The company conducted an institutional research meeting on November 21, 2025, attended by four institutions, including Huafu Securities and Penghua Fund, with the company's executives leading the discussions [1][2]. Group 1: Business Performance - The company reported stable production operations with sufficient orders, operating at full capacity, and has achieved a revenue of 445 million yuan and a net profit of 102 million yuan in the first three quarters of 2025, indicating steady growth [3]. - The company has seen significant growth in international markets, collaborating with renowned global clients such as Siemens AG and GE, and aims to further enhance its market share [3]. - In the nuclear power sector, the company has made breakthroughs with a record high in order volume for nuclear bearings, supported by the establishment of a dedicated production line for main pump bearings [3]. Group 2: Growth Drivers - The wind power business has emerged as a new growth engine, with expectations of substantial revenue growth from wind turbine gearbox bearings, supported by a strong order backlog and production efficiency improvements [3]. - The company is advancing its research in air bearings and precision air spindles, employing a development model that combines independent research, international collaboration, and technology introduction [3]. Group 3: Strategic Focus - The company is committed to focusing on industrial sliding bearings as its core, with emerging industries and high-speed motors as wings, aiming to enhance operational efficiency and achieve high-quality development through internationalization, high-end positioning, and value creation [3][4].

Core Viewpoint - Chongde Technology (301548) is focusing on the development of air-floating bearings and precision air-floating spindles through a strategy of "independent research and development + international cooperation + technology introduction" to address market demands [1] Group 1 - The company has established a dedicated research team for air-floating bearings [1] - A market demand survey for air-floating bearings has been completed [1] - The company aims to achieve breakthrough development in the air-floating bearing sector [1]

Core Viewpoint - Chongde Technology (301548.SZ) produces dynamic pressure oil film sliding bearings primarily used in the electric propulsion systems of ships, with increasing demand due to the trend towards high-speed and heavy-load vessels [1] Company Summary - The company specializes in dynamic pressure oil film sliding bearings [1] - These bearings are essential components in the main power units of ships, particularly gas turbines [1] Industry Summary - The shipbuilding industry is evolving towards higher speeds and heavier loads, driving the demand for advanced components like dynamic pressure oil film sliding bearings [1] - The increasing reliance on gas turbines in ship propulsion systems is expected to further boost the need for these bearings [1]

Group 1: Company Overview - The main products and services include dynamic pressure oil film sliding bearings, wind power sliding bearings, high-speed permanent magnet motor products, and industrial transmission services, focusing on energy generation, industrial drive, petrochemicals, and shipping sectors [2] - The company achieved a revenue of 445 million CNY and a net profit of 102 million CNY in the first three quarters of 2025, with a non-recurring net profit of approximately 89.33 million CNY [2] Group 2: Production and Capacity Utilization - The company is operating at full capacity, with production schedules optimized based on order conditions, and is enhancing capacity utilization through improvements in equipment, processes, and logistics [2] - The company plans to significantly increase capacity with the gradual commissioning of fundraising projects [2] Group 3: International Sales - The company has maintained rapid growth in international business, including direct exports and domestic factory support for international clients, with notable clients such as Siemens AG, GE, and ABB [4] Group 4: Nuclear Power Sector - The company has developed high-reliability sliding bearing solutions for the nuclear power sector, resulting in a significant increase in orders for nuclear power bearings, reaching a new high [5] Group 5: Wind Power Sector - The wind power sliding bearing business is expected to see substantial revenue growth compared to the previous two years, with a strong order backlog and ongoing improvements in laser cladding efficiency [6] Group 6: Future Development Strategy - The company aims to focus on industrial sliding bearings while expanding into emerging industries and high-speed motors, pursuing internationalization, high-end development, and value creation [8]

证券时报•数据宝统计，截至发稿，崇德科技最新股价为49.52元，上涨0.98%，本期筹码集中以来股价 累计下跌14.62%。具体到各交易日，3次上涨，6次下跌。 （原标题：崇德科技最新股东户数环比下降9.09% 筹码趋向集中） 崇德科技11月24日披露，截至11月20日公司股东户数为10000户，较上期（11月10日）减少1000户，环 比降幅为9.09%。 融资融券数据显示，该股最新（11月21日）两融余额为1.21亿元，其中，融资余额为1.21亿元，本期筹 码集中以来融资余额合计增加180.51万元，增幅为1.52%。 公司发布的三季报数据显示，前三季公司共实现营业收入4.45亿元，同比增长20.25%，实现净利润1.02 亿元，同比增长19.68%，基本每股收益为1.1730元，加权平均净资产收益率6.76%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 ...

（文章来源：证券日报） 证券日报网讯 11月20日晚间，崇德科技发布公告称，持有湖南崇德科技股份有限公司（以下简称"公 司"）股份9，295，975股（占公司总股本的比例为10.69%，占公司剔除回购专户股份后总股本的比例 为10.74%）的股东、董事吴星明先生计划自本减持计划公告之日起15个交易日后的3个月内（2025年12 月12日-2026年3月11日）通过大宗交易方式减持公司股份不超过1，671，513股，占公司总股本（87， 000，000股）的比例为1.92%，占公司剔除回购专户股份后总股本（86，573，800股）的比例为1.93% （如遇派息、送股、转增股本、配股等除权除息事项，上述拟减持股份数量将相应进行调整，但减持股 份占公司总股本的比例不变）。 ...