风险提示 登录新浪财经APP 搜索【信披】查看更多考评等级 近日，江苏联合水务科技股份有限公司（证券代码：603291，简称"联合水务"）发布公告称，公司作为 牵头人与Prosus Energy LLC、Armada Holding Company组成的联合体，成功中标沙特国家水务公司"市 政污水长期运营合同第10包（北部区域）"项目。该项目总投资估算约2.03亿沙特里亚尔，按当前汇率 折合人民币3.78亿元，合作期长达15年，标志着公司在国际化战略布局中取得重大突破。 项目规模与合作模式 该项目涵盖沙特北部区域Hail、Qassim、Al Jouf和Northern Borders四个省份的9座污水处理厂，总处理 规模达33.78万立方米/日。项目采用LTOM（长期运营维护）模式，合作期15年（含前3年不停产修复 期），具体分为两部分实施：第一部分：9个水厂的工艺、设备及管网修复升级，新增污泥干化设备第 二部分：全周期运营维护服务，确保出水、污泥及环境绩效符合沙特国家标准 项目回报机制采用"容量收入+产出收入+备用收入"组合模式： - 容量收入：覆盖资本投入成本和固定运 营成本及合理利润 - 产出收入：覆盖 ...

Group 1: Company Overview and Market Position - The company has shown positive trends in four key areas: significant overseas market expansion, rapid growth in HRSG business, potential in oil and gas composite pipe industry, and strong confidence in creating long-term value for investors [1] - The company has established three production bases globally, with a notable manufacturing advantage and significant overseas revenue growth potential, particularly from the newly operational Vietnam factory [2] Group 2: Financial Performance and Shareholder Returns - Over the past two years since its listing, the company has distributed approximately CNY 100 million in dividends, enhancing shareholder satisfaction [2] - From October 2024 to October 2025, the company repurchased shares worth over CNY 40 million, all of which were canceled, further stabilizing and enhancing investment value [2] Group 3: Production Capacity and Product Value - The Vietnam production line can produce approximately two sets of HRSG units per year, depending on production scheduling and resource availability [3] - The core components of the HRSG units, which include economizers and evaporators, represent a significant portion of the overall value, with pricing influenced by material costs and market demand [3] Group 4: Market Opportunities and Strategic Initiatives - The company is actively investing in its Vietnam base to capture the growing demand for gas turbine market opportunities, with plans for further expansion and new production lines [4] - The global oil and gas pipeline market is expected to grow structurally, driven by increasing natural gas demand and the need for infrastructure upgrades, leading to a rising demand for composite pipes [5]

智通财经APP讯，联合水务(603291.SH)发布公告，近日，公司收到沙特国家水务公司发出的中标通 知，确认公司作为牵头人与 Prosus Energy LLC、ArmadaHolding Company 组成的联合体中标沙特国家 水务公司市政污水长期运营合同第10包(北部区域)项目。项目合作期：15 年(运营期15年，其中含前3年 不停产修复期)。项目总投资估算：2.03亿沙特里亚尔(按当前汇率换算，约折合为人民币3.78亿元)。 此次成功中标该项目，彰显了公司具备参与国际竞争并交付复杂项目的综合实力。同时，中标沙特市政 污水处理项目也是联合水务"立足国内市场、积极开拓国际市场"发展战略的又一重大落地成果，有助于 公司成功切入中东水务市场，扩大海外业务版图，并为后续持续开拓南亚、东南亚、中东市场奠定坚实 基础，将驱动公司在技术、管理和资源整合方面迈向新高度，对推动联合水务成为国际一流水务企业具 有里程碑意义。此外，随着沙特国家水务公司市政污水长期运营合同第10包(北部区域)项目的落地执 行，预计将对公司经营业绩产生积极影响。 ...

汇中股份公告称，近日与Avnet Asia Pte Ltd.（安富利）续签《战略合作协议》，有效期2年，自2026年1 月1日起生效。双方将围绕汇中全系列产品全球销售、定制化产品联合研发展开合作，澳大利亚、新西 兰地区为双向独家代理。此次续签或支撑海外市场销售增长，拓宽业务领域，但协议为框架性约定，实 施有不确定性。本次协议不涉及交易金额，对当期业绩无重大影响。 ...

Core Viewpoint - The company, Changbao Co., Ltd. (002478), emphasizes its strong brand recognition and customer acceptance in the oil and gas pipeline market, particularly in overseas markets, despite current challenges in the North American market due to trade policies [1] Group 1: Market Presence - The company's main products are oil and gas pipelines, which have maintained good brand recognition and customer acceptance in overseas markets over the years [1] - Currently, the North American market is not a business area for the company due to trade policy impacts [1] - The company's business presence in the Latin American market is relatively small at this time [1] Group 2: Market Strategy - The company primarily operates in the oil and gas pipeline market in regions such as the Middle East, Southeast Asia, Africa, and Central Asia [1] - The company plans to adjust its market and product structure based on changes in the oil and gas industry, aiming to enhance competitiveness in overseas markets [1] - There is an intention to expand into new markets and obtain certifications for new products to improve market presence [1]

证券日报网讯1月7日，亚华电子（301337）在互动平台回答投资者提问时表示，公司积极探索海外市 场，产品在印尼、菲律宾、西班牙、沙特等海外50余个国家安装。2024年度海外市场实现营收670.22万 元，占公司营收的3.08%。 ...

Group 1 - The company signed a total of 698 contracts with a cumulative contract value of 24.27 billion yuan in 2025, representing a year-on-year growth of 10.5% [1] - In Q4 2025, the company signed 165 contracts with a cumulative contract value of 6.3 billion yuan, showing a year-on-year increase of 30.8% [1] - The company's steel structure sales reached 1.726 million tons in 2025, up 27.6% year-on-year, with Q4 sales of 547,000 tons, a 14.6% increase [1] Group 2 - Domestic business declined by 10% in 2025, primarily due to a decrease in public building and EPC projects, as the company shifted focus from government-funded projects to private sector investments [2] - The rapid growth of international business, with new overseas orders reaching 7.2 billion yuan in 2025, up 140.1% year-on-year, helped maintain overall business growth and offset domestic market challenges [2] - The company's industrial chain and strategic franchise business, along with BIPV business, continued to grow rapidly, achieving new orders of 1.28 billion yuan and 350 million yuan respectively, with year-on-year growth of 51.7% and 60.8% [2]

Core Viewpoint - The company is focusing on expanding its HRSG production capacity in Vietnam to meet the increasing demand from the North American market, where there is a supply-demand imbalance for gas turbines [1] Group 1: Company Strategy - The company plans to build a total of 12 HRSG production lines in Vietnam, along with expanding its Phase III production base to accommodate the new lines [1] - The company aims to enhance its production and delivery capabilities significantly with the commissioning of these 12 production lines [1] Group 2: Market Dynamics - The North American gas turbine market is currently experiencing a supply shortage, leading to an increased demand for HRSG, which is a core heat exchange device for gas turbines [1] - The company's products are expected to have a cost advantage compared to competitors from South Korea, Thailand, and Vietnam [1]

Group 1 - The company has high-level qualifications in engineering design and surveying, including comprehensive Class A certifications [2] - The company places significant emphasis on expanding into overseas markets, particularly in Vietnam [2] - In 2025, the company signed a contract for the feasibility study, front-end engineering design, and procurement services for the Ho Chi Minh City Urban Railway Line 2 project [2]

Group 1: Company Strategy and Development - The core of the company's future development strategy is driven by technological innovation, aiming to solidify and expand its wind power business while actively exploring high-tech application fields [2] - The company plans to increase R&D investment and deepen cooperation with universities to promote breakthroughs in advanced new materials technology [2] - The company aims to become an internationally recognized provider of composite material application services, diversifying its core technologies into strategic emerging fields such as non-metal molds, aerospace, drones, and military applications [2][3] Group 2: Production Bases and Logistics - The company's main production bases are located in Changzhou and Ulanqab, with a national production network covering key regions including Jiangsu, Hebei, Inner Mongolia, Hunan, Gansu, Guangxi, and Heilongjiang [4] - The layout of production bases is designed to efficiently respond to customer order demands, thereby building competitive advantages by reducing transportation costs and shortening supply cycles [4] Group 3: Mergers and Acquisitions - The company adheres to a prudent and focused principle in its merger and acquisition plans, aiming to deepen technology related to its main business and expand into identified emerging markets [5] - Future acquisitions will strictly serve the overall strategy of the company, aiming to strengthen core technological capabilities and accelerate entry into new fields [5] Group 4: Client Base and Market Expansion - The company has established strong business relationships with major domestic wind turbine manufacturers, including Envision Energy, CRRC, Yunda Co., Mingyang Smart Energy, SANY Heavy Energy, and Dongfang Electric [6] - Currently, the company's business is primarily focused on the domestic market, with indirect entry into overseas markets through supply chains of companies like Siemens Gamesa and Nordex [6] - The company plans to monitor global wind power market developments and will cautiously promote overseas market expansion when appropriate [6]