泉果基金调研长华集团，整体在手订单充裕，产能利用率将大幅提升

Group 1 - The core viewpoint of the news is that the company Longhua Group is undergoing significant developments in its product lines, particularly in planetary roller screw and carbon-ceramic brake discs, which are expected to enhance its market position and profitability [1][2][3][4] Group 2 - Longhua Group has successfully produced new iterative samples of planetary roller screws, which are currently in the R&D phase and have not yet achieved mass production [1][2] - The company has acquired nearly 100 acres of land in the Hangzhou Bay New Area to design and plan a new production line for planetary roller screws, indicating proactive measures for future growth [1][2] Group 3 - The carbon-ceramic brake disc is expected to reach a market scale of nearly 10 billion RMB, with the company starting to supply new energy vehicle manufacturers by the end of 2024 [3][4] - The company has announced new customer contracts totaling 2.013 billion RMB as of July 2025, with a strong order backlog and plans to enhance production capacity [4]