以下文章来源于莫洛奇 ，作者莫洛奇 莫洛奇 . 一家专注于研发直线传动设备的科技公司，我们会不定期在本公众号分享一切关于我司产品的最新信息。 活动地点： 广州南沙国际会展中心（2楼船厅及广州厅） 活动规模： 展商规模200+、参会企业2000+、专业观众20000+ 同期活动： 2025起点固态电池金鼎奖颁奖典礼、SSBA固态电池产业联盟理事会 第一批展商及赞助商： 金钠科技/茹天科技/海四达钠星/融捷能源/易事特钠电/泰和科技/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/科达新能 源/时代思康/富钠能源/极电特能/华普森/瑞扬新能源/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升新能源/扬广科技/银川苏银产业园/兆钠新能源/精诚模具/儒特股份/希 倍动力/先导干燥/瓦时动力/博粤新材料/苏州翼动新能/亿隆能源/钠创新能源/瑞森新材料/海裕百特/凯德利/长篙新材/清研电子 /孚悦科技 等 2025 年 8 月 27 日，莫洛奇科技与荣津科技在磁悬浮领域的战略合作取得重大突破，双方达成深度合作意向，成功推动近千米磁悬浮项目落 地，立志打造磁悬浮物流线行业第一品牌。 倒计时38天 CINE202 ...

以下文章来源于莫洛奇 ，作者莫洛奇 莫洛奇 . 一家专注于研发直线传动设备的科技公司，我们会不定期在本公众号分享一切关于我司产品的最新信息。 倒计时38天 CINE2025固态电池展暨固态电池行业年会 主办单位： 起点固态电池、起点锂电、SSBA固态电池联盟 协办单位及固态年会总冠名： 茹天科技 活动时间： 2025年11月6-8日 活动地点： 广州南沙国际会展中心（2楼船厅及广州厅） 第一批展商及赞助商： 金钠科技/茹天科技/海四达钠星/融捷能源/易事特钠电/泰和科技/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/科达新能 源/时代思康/富钠能源/极电特能/华普森/瑞扬新能源/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升新能源/扬广科技/银川苏银产业园/兆钠新能源/精诚模具/儒特股份/希 倍动力/先导干燥/瓦时动力/博粤新材料/苏州翼动新能/亿隆能源/钠创新能源/瑞森新材料/海裕百特/凯德利/长篙新材/清研电子 /孚悦科技 等 2025 年 8 月 27 日，莫洛奇科技与荣津科技在磁悬浮领域的战略合作取得重大突破，双方达成深度合作意向，成功推动近千米磁悬浮项目落 地，立志打造磁悬浮物流线行 ...

Core Viewpoint - The penetration rate of magnetic levitation compressors is expected to increase, benefiting Hanzhong Precision Machinery's products due to rising demand for cooling systems in data centers driven by AI computing power growth [1] Group 1: Magnetic Levitation Compressors - The collaboration between NVIDIA and OpenAI includes a significant investment of up to $100 billion (approximately 711.5 billion RMB) for building large data centers, which will drive the demand for upgraded cooling systems [1] - Traditional cooling technologies face energy consumption bottlenecks, making magnetic levitation compressors a key technology for energy-saving retrofits in data centers [1] - Hanzhong Precision Machinery offers a total of 9 models in the RTM series of magnetic levitation refrigeration compressors suitable for data center applications, indicating potential for substantial benefits in the future [1] Group 2: Vacuum Pumps and Industry Outlook - Currently, the company's vacuum pumps are primarily used in the photovoltaic industry, specifically in crystal pulling and battery cell segments [1] - As capital expenditures in the photovoltaic and semiconductor industries are expected to recover, the company is likely to benefit significantly from this trend [1] - The report maintains a "strongly recommended" rating for the company, reflecting positive expectations for its future performance [1]

公众号记得加星标⭐️，第一时间看推送不会错过。 而在这轮技术变革的浪潮中，本土企业苏磁科技脱颖而出，作为率先实现产业化落地的先行者，其产 品已成功切入多家国产半导体企业供应链。 这家企业为何能快速崛起？带着对磁悬浮技术在半导体领域应用的好奇，半导体行业观察与苏磁科技 创始人兼CEO尹成科博士进行了深入交流。在这次对话中，一个关于技术突破与产业变革的故事逐渐 清晰。 从百年技术到国产突围 "磁悬浮技术其实早在一百多年前就被提出，但长久未能真正走向产业化。"尹成科博士回忆，国内从 1985年便在高校启动研究，直到2008年才有磁悬浮人工心脏、磁悬浮鼓风机这样的应用开始落地。 而在半导体等高端制造领域，国外长期掌握核心产品，并对中国实行禁运。 真正的转折点出现在2020年前后。伴随贸易摩擦升级，半导体产业"卡脖子"问题暴露无遗。据统计， 70多种关键零部件受制于人，其中约30%与磁悬浮相关。"那时行业一下子醒悟过来，原来磁悬浮不 仅是前沿技术，更是产业安全的关键。" 那么，磁悬浮为何能成为半导体生产的关键？尹成科博士又 从技术角度做了进一步解释。 对于半导体行业而言，"洁净"是头等大事。 在洁净车间内，哪怕一粒肉眼 ...

Core Viewpoint - The demand for magnetic levitation bearingless motors is increasing in China due to the transition in energy structure and rising environmental awareness, with the market expected to reach 394 million yuan in 2024, a year-on-year growth of 10.16% [1][6]. Overview - Magnetic levitation bearingless motors, also known as bearingless slice motors, integrate magnetic levitation technology with motor drive technology, eliminating traditional mechanical bearings and achieving contactless suspension through magnetic field forces, resulting in low friction, low noise, high efficiency, and high precision [2][3]. Development History - The development of magnetic levitation bearingless motors began in the mid-1970s, with significant contributions from researchers in Germany, the United States, and Japan, leading to various prototypes and advancements in the technology [3][4]. Market Policies - The Chinese government has recognized magnetic levitation technology as a strategic emerging industry, implementing various supportive policies to foster the development of the magnetic levitation bearingless motor industry [5][6]. Industry Chain - The industry chain for magnetic levitation bearingless motors includes upstream sectors such as magnetic materials and electronic components, midstream design and production, and downstream applications in industrial automation, smart homes, and healthcare [5][6]. Current Development Status - The magnetic levitation bearingless motor industry in China is still in its development phase, with a limited number of participants, including both domestic and international companies. Domestic companies are rapidly increasing their market share and technological capabilities [7][8]. Representative Companies - Notable domestic companies include Suzhou SuMag Intelligent Technology Co., Ltd., which focuses on high-purity and low-shear magnetic levitation motors for various sectors, and PanShi Technology (Shenzhen) Co., Ltd., which aims to lead the industrial application of magnetic levitation technology in China [8][9]. Future Development Trends - The magnetic levitation bearingless motor technology is expected to mature and expand into more fields, including high-end medical equipment and precision instrument manufacturing, with potential for cost reduction and increased domestic production capabilities [10][11].

Core Viewpoint - Nanjing CIGU Technology Corp. reported a decline in revenue and profit for the first half of 2025, with total revenue of approximately 151.64 million yuan, a slight increase of 1.17% compared to the same period last year, while net profit attributable to shareholders decreased by 46.10% to approximately 4.48 million yuan [4]. Company Overview and Financial Indicators - The company specializes in the research, production, and sales of magnetic suspension fluid machinery and core components such as magnetic suspension bearings and high-speed motors [18]. - The company’s total assets as of the end of the reporting period were approximately 1.38 billion yuan, a decrease of 3.61% from the previous year [4]. - The net assets attributable to shareholders were approximately 1.01 billion yuan, down 1.44% from the end of the previous year [4]. Industry Analysis 1. Blower Industry - The blower industry is characterized by a shift towards energy-efficient models, with magnetic suspension centrifugal blowers gaining popularity due to their performance advantages [7]. - The compound annual growth rate (CAGR) for centrifugal blowers' output value from 2019 to 2023 was 0.42%, while the output volume grew at a CAGR of 19.30% [6]. - The market for magnetic suspension centrifugal blowers is expanding, with increasing applications in various sectors such as wastewater treatment and chemical processing [19]. 2. Air Compressor Industry - The air compressor market is experiencing growth, with a projected CAGR of 4.25% from 2019 to 2024, driven by rising industrial demand [8]. - Magnetic suspension air compressors are emerging as a high-efficiency solution, with their market penetration expected to increase significantly by 2030 [9]. 3. Refrigeration Compressor Industry - The refrigeration compressor market has shown resilience, with a ten-year CAGR of 3.8%, and is projected to continue growing due to increasing energy efficiency demands [10]. - Magnetic suspension refrigeration compressors are gaining traction in the market, offering significant energy savings and performance improvements [11]. 4. Vacuum Pump Industry - The vacuum pump market is rapidly evolving, with a projected market size of over 200 billion yuan by 2025, driven by advancements in technology and increasing applications in various industries [12]. - High-speed magnetic suspension vacuum pumps are becoming more prevalent, with a focus on energy efficiency and performance [15]. 5. ORC Power Generation System Industry - The Organic Rankine Cycle (ORC) power generation system market is expanding, supported by strong demand for industrial waste heat recovery solutions [13]. - The integration of magnetic suspension technology in ORC systems enhances efficiency and reduces mechanical wear, positioning the company favorably in this niche market [16].

Core Viewpoint - The company, Maglev Technology, is experiencing significant stock price growth and plans to invest in a new research and production base for magnetic levitation compressors and related products, aiming to enhance its product structure and market competitiveness [1][3]. Group 1: Stock Performance - On August 6, Maglev Technology's stock price rose by 6.84%, reaching a peak of 45.9 yuan per share, marking a nearly 50% increase since the end of July [1]. Group 2: Investment Project - The company plans to sign an investment agreement with the Nanjing Airport Economic Development Zone (Jiangning) to establish a "Research and Production Base for Magnetic Levitation Compressors and Related Products," with a total planned investment of 700 million yuan, divided into two phases [1][3]. - The first phase of the project is budgeted at 305 million yuan, focusing on the development and production of products such as magnetic levitation ORC waste heat power generation units, magnetic levitation vacuum pumps, and magnetic levitation refrigeration compressors [1][3]. Group 3: Company Overview and Financials - Maglev Technology is recognized as China's first company to industrialize high-power, high-speed drive equipment using magnetic levitation bearings as a core technology, achieving a revenue of 478 million yuan in 2024, a year-on-year increase of 15.70%, and a net profit of 51.5 million yuan, up 7.16% [2]. - The company has successfully developed and promoted magnetic levitation air compressors with power ratings from 110 kW to 400 kW and is advancing the development of higher power and pressure models [2].

Group 1 - The company plans to sign an "Investment Construction Agreement" with the Nanjing Airport Economic Development Zone (Jiangning) Management Committee to establish a "Maglev Compressor and Related Products R&D and Production Base" project [1] - The total planned investment for the project is 700 million yuan, which will be developed in two phases, with the first phase planned investment amounting to 305 million yuan [1] - The project will primarily focus on the R&D and production of products related to maglev compressors, including maglev ORC waste heat power generation units, maglev vacuum pumps, and maglev refrigeration compressors [1]

Group 1 - The core viewpoint of the article is that Maglev Technology (688448.SH) plans to sign an investment construction agreement with the Nanjing Airport Economic Development Zone (Jiangning) Management Committee to establish a research and production base for magnetic levitation compressors and related products [1] - The total planned investment for the project is 700 million yuan, which will be developed in two phases, with the first phase planned to invest approximately 305 million yuan [1] - The project will focus on the research and production of products primarily involving magnetic levitation compressors, including magnetic levitation ORC waste heat power generation units, magnetic levitation vacuum pumps, and magnetic levitation refrigeration compressors [1] Group 2 - The planned land area for the project is approximately 118 acres, with the first phase covering about 52 acres and the second phase covering about 66 acres [1] - The specific investment and output details for the second phase will be agreed upon in a separate investment agreement between the parties involved [1]

Core Insights - The first domestic magnetic levitation ground source heat pump unit is operational in Weifang, providing cooling and heating with a significant energy efficiency improvement, saving approximately 230,000 yuan in electricity costs per heating season [1][2][4] Group 1: Technology and Innovation - The magnetic levitation technology eliminates mechanical friction, resulting in a 30% reduction in energy consumption compared to traditional ground source heat pumps [1][4] - The collaboration between the Fourth Exploration Team and Tianrui Heavy Industry led to the rapid development of this technology, overcoming key technical challenges in just three months [3][4] - The technology has been recognized for addressing common issues in traditional equipment, such as high energy consumption and noise, and has been successfully applied in various fields [4][5] Group 2: Market Impact and Applications - The magnetic levitation heat pump technology has generated significant interest, with over 50 domestic and international experts expressing interest after its demonstration at the China Geological Conference [4] - The technology is applicable in scenarios requiring precise temperature control, indicating a broad market potential [5]