证券日报网讯12月19日，优宁维（301166）在互动平台回答投资者提问时表示，目前公司海外业务占比 较少，主要通过线上网络宣传，新设海外子公司等开拓海外市场。公司后续会根据自主品牌产品研发的 情况，适时加快推进自主品牌产品的出海步伐。 ...

Core Viewpoint - Sany Heavy Industry has successfully expanded its overseas business, achieving significant growth in sales and maintaining a leading position in the global market for its main products [1] Group 1: Overseas Business Performance - The company has established a presence in over 150 countries and regions worldwide, divided into four main markets: Asia-Pacific, Europe, Americas, and Africa [1] - In the first half of 2025, the company reported overseas sales revenue of 26.302 billion yuan, an increase of 11.72% year-on-year, with overseas revenue accounting for 60.26% of total main business revenue [1] - Revenue breakdown by region includes: - Asia-Pacific: 11.455 billion yuan, up 16.3% - Europe: 6.152 billion yuan, up 0.66% - Americas: 5.065 billion yuan, up 1.36% - Africa: 3.630 billion yuan, up 40.48% [1] Group 2: Product Leadership and Profitability - The company maintains a leading market share in excavators globally, while its concrete machinery remains the number one brand worldwide [1] - The gross profit margin for overseas main business increased to 31.18% in the first half of 2025, up 1.04 percentage points from the same period last year, attributed to price adjustments, structural optimization, and cost reduction measures [1]

Group 1: Wind Power Market Trends - The bidding prices for wind turbine units have increased in 2024 due to several factors, including the signing of a self-discipline agreement by 12 domestic manufacturers to address unfair competition and contract issues [2] - National meetings have emphasized the need to prevent "involution" competition, leading some owners to adjust their bidding rules [2] - There is a growing emphasis on the quality and reliability of wind turbines, with more owners preferring high-quality, high-performance units, contributing to a slight increase in bidding prices this year [2] Group 2: Cost Reduction and Profitability Improvement - The company is enhancing profitability through improved R&D capabilities, product performance, and the development of competitive new products [3] - Key technical optimizations include iterative improvements in turbine parameters, load reduction in LAC systems, and the application of high-torque density gearboxes, which enhance cost competitiveness [3] - The company is also focusing on self-research of core components, such as blades, to improve gross margins [3] Group 3: International Business Expansion - The company’s international competitiveness is increasing, with a more than 100% year-on-year growth in overseas bidding capacity in 2024, marking two consecutive years of doubling growth [3] - The company has made breakthroughs in markets such as the Middle East and North Africa, securing project orders for the first time [3] - Future plans include accelerating global strategic layout and expanding overseas client acquisition to enhance order scale and create new profit growth points [3] Group 4: Offshore Wind Power Development - The company is focusing on the offshore wind power market, aiming to achieve industry leadership and establish a strong brand advantage [4] - Investments have been made in offshore wind power assembly bases in Dalian and Wenzhou, creating a dual-base layout [4] - The company is actively pursuing near and far offshore projects in Zhejiang and is monitoring deep-sea markets in Dalian and Guangdong [4] Group 5: Future Growth Drivers - Key growth drivers for the company include ongoing policy support for the renewable energy sector, technological advancements enhancing the strategic position of wind power, rapid expansion in domestic and international markets, increasing industry recognition, and growth in other business segments [4]

三一重能 20251217 摘要 三一重能预计 2025 年全年国内风机出货量将超过 15 吉瓦，2026 年国 内市场装机量预计在 110 吉瓦左右，海外市场新增订单强劲，2025 年 新增超 3 吉瓦，预计明年海外市场销售额至少 30 亿人民币。 三一重能风机业务毛利率受低价订单影响承压，但最差时期已过，预计 从 2025 年第四季度开始毛利率将有所上升，2026 年订单价格明显上 涨，大兆瓦价格涨幅可能超过 10 个百分点，毛利率有望回升至两位数 水平。 三一重能预计 2026 年采购成本将有 2-3 个百分点的下降空间，结合内 部降本措施，目标实现 3-5 个百分点的下降。齿轮箱主要供应商为蓝高 齿和德力佳，预计仍有 2-3 个点的降价空间。 三一重能海外在手订单总额约为 100 亿元人民币，主要集中在南亚和中 亚地区，占比超过 80%。海外订单毛利率一般要求在 20%以上，绿地 项目利润率较高，内部收益率(IRR)基本都在 7-8%以上。 三一重能在海上风电领域采取稳扎稳打策略，技术储备充分，2025 年 上半年突破 450 兆瓦海上风电订单，未来 3 至 5 年目标成为海上风电领 域数一数二的企业 ...

证券日报网12月16日讯真兰仪表（301303）在12月15日回答调研者提问时表示，2025年上半年，公司海 外业务实现营收1.18亿元，近年来公司海外业务拓展取得较好进展，陆续在中东、中亚、非洲、南美、 东南亚等地区与客户建立了合作关系。未来市场布局上，公司将关注全球范围内基础设施建设快速发展 的地区，如东南亚、非洲、南美洲等。这些地区在城市化进程中对燃气表等计量设备有一定需求量。公 司将针对这些新兴市场的特点，制定相应的市场进入策略。同时积极参与欧美市场的行业标准制定和技 术交流活动，及时了解行业最新动态和技术发展趋势，不断优化产品性能，保持在成熟市场的竞争力。 ...

证券代码：301010 证券简称：晶雪节能 江苏晶雪节能科技股份有限公司 投资者关系活动记录表 编号：2025-002 | 投资者关系活动 | 特定对象调研 □ 分析师会议 | ☑ | | --- | --- | --- | | 类别 | 媒体采访 □ 业绩说明会 | □ | | | 新闻发布会 □ 路演活动 | □ | | | 现场参观 | ☑ | | | 其他 （请文字说明其他活动内容） | □ | | 参与单位名称及 | 中金银海（香港）基金有限公司 雍心 | | | 人员姓名 | 中金银海（香港）基金有限公司 郭佳怡 | | | | 深圳前海恒江联合投资管理有限公司 周泽翊 | | | | 香港荣晟资本有限公司 何锐 | | | | 振华（香港）私募有限公司 朱云纲 | | | | 华润金控投资有限公司 郭常林 | | | | 无锡市环境卫生服务有限公司 卞巧凤 | | | | 企业观察报上海大数据中心 朱海明 | | | 时间 | 年 12 月 16 日 （星期二） 下午 16:00~17:00 | 2025 | | 地点 | 江苏晶雪节能科技股份有限公司 A 栋一楼会议室 | | | 上市公司接待 ...

刘亦功表示，成绩的取得离不开一汽解放全体将士的辛勤奋战，离不开全球伙伴们的携手共进，支持解 放发展、做强解放事业，是中国一汽坚定不移的战略部署。中国一汽将在政策、资源、人才等方面提供 全方位支撑，助力一汽解放加快发展步伐、迈向世界一流。 同时，刘亦功对一汽解放提出五点希望。要增强战略定力，奋力实现"十五五"良好开局；要坚持新质引 领，奋力彰显"科技解放"鲜明属性；要加快新能源转型，奋力打造"绿色解放"转型标杆；要做强海外业 务，奋力提升"国际解放"运营水平；要优化资本运作，奋力激活"上市公司"平台优势，以更大信心、更 强定力，推动解放事业再攀新高峰、再创新佳绩，为中国一汽战略转型和高质量发展，为建设汽车强 国、制造强国作出新的更大贡献！ 一汽解放党委书记、董事长李胜在致辞中指出，回望过去的五年征程，面对极端形势、变局压力，一汽 解放全面落实中国一汽战略部署和各项要求，坚定以布局应变局，以创新求突破，以转型谋发展，取得 了很多喜人成果。品牌价值连续十四年行业第一，创新指数连续八年行业第一，产业布局开拓增长新蓝 海、构建起"产业+生态"的全链优势，中重卡终端份额始终稳居国内第一，海外取得6年10倍规模跃迁、 跻身 ...

中贝通信（603220.SH）12月16日在投资者互动平台表示，尊敬的投资者您好！公司近期分别向控股子 公司贝通信香港增资3.6亿元、全资子公司安徽新能源增资1.5亿元。贝通信香港是公司拓展海外业务的 核心子公司，本次增资有利于子公司资金周转，满足其日常经营的需求，提升海外智算等业务的交付， 进一步打开海外市场。 安徽新能源主要从事锂离子电池制造，产品用于商用车动力电池和工商业储能 系统，今年前三季度，安徽新能源实现营收1.21亿元，相较去年全年6487万营收接近翻倍增长。本次增 资主要为满足安徽新能源生产经营需要，增强其运营能力。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：看到近期公司有向子公司增资，有什么目的？ ...

证券日报网讯12月15日，明阳电气（301291）在互动平台回答投资者提问时表示，公司加码布局海外产 能，已在马来西亚基地正式开展投资运营，海外业务将成为公司未来业绩新增长点。 ...

Core Viewpoint - The company is committed to expanding its overseas business, particularly through a new photovoltaic glass production line project in Egypt, aimed at enhancing its international competitiveness [1] Group 1 - The company has been deeply engaged in overseas markets for many years [1] - The new project in Egypt includes the construction of a 1400T/D single furnace five-line photovoltaic glass production line and four supporting tempered coating processing lines [1] - The expansion is aligned with the company's strategic planning and market demand [1]