无锡派克新材料科技股份有限公司 关于对外投资事项变更的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 证券代码：605123 证券简称：派克新材 公告编号：2025-026 无锡派克新材料科技股份有限公司（以下简称"公司"）于 2023 年 4 月 26 日召开第三届董事会第十次会议、第三届监事会第十次会议，于 2023 年 5 月 6 日召开 2022 年年度股东大会，审议通过拟对外投资建设"航空航天用特种合金 精密环形锻件智能产线建设项目"的事项，具体内容详见公司发布于上海证券交 易所网站（www.sse.com.cn）的相关公告。 二、对外投资变更情况概述 为进一步提高公司产品的市场竞争力，完善公司配套生产能力，结合公司实 际经营情况，公司拟将"航空航天用特种合金精密环形锻件智能产线建设项目" 变更为"航空航天新能源用特种合金精密环形锻件配套智能产线建设项目"，项 目实施主体不变，投资金额由 129,656.69 万元变更为 130,000 万元。 次会议，审议通过了《关于变更对外投资事项的议案 ...

宏华集团从"制造"向"智造"的转型路径日益清晰，智能钻机与海洋板块业务的持续发力，将使其在能源 装备领域扎实前行。 公开资料显示，在能源装备行业加速转型升级的背景下，宏华集团2024年度业绩报告交出一份营收利润 双增、业务结构持续优化的高分答卷。2024年实现营业收入56.33亿元，近三年复合增长率达24.2%；实 现归母净利润0.08亿元，成功扭亏。此次协议的签订，是标志着宏华集团迈入高质量发展新阶段的又一 次有效验证。随着未来营收结构的持续优化，宏华集团有望持续释放业绩增长动能。 锚定技术先导，领跑智能化钻机。2024年，宏华集团在智能装备领域实现重大突破，其推出的新一代 AI智能钻机通过搭载自研智能钻井系统，可通过机器学习算法优化钻井参数，单井作业效率较传统设 备显著提升。2024年宏华集团已斩获超15亿元智能钻机订单，为中东客户提供数套全球领先的人工岛丛 式井智能钻机，彰显中国高端装备制造的国际竞争力。同时，宏华集团深耕中东市场多年，与全球头部 石油企业在业务、前沿技术研发等领域合作紧密。本次签订的销售协议，其中所涉及的钻机设备通过机 电融合一体化设计，集成智能钻井技术、自动化管具处理、离线处理、区域 ...

从上证高端装备制造60指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证高端装备制造60指数持仓样本的行业来看，工业占比53.25%、信息技术占比33.41%、可选消费 占比11.82%、通信服务占比1.52%。 数据统计显示，上证高端装备制造60指数近一个月上涨0.53%，近三个月下跌11.12%，年至今下跌 7.02%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。每次调整的样本比例一般不超过10%。权重因子随样本定期调整而调整，调整时间与指数样本 定期调整实施时间相同。在下一个定期调整日前，权重因子一般固定不变。特殊情况下将对指数进行临 时调整。当样本退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照 计算与维护细则处理。 金融界5月27日消息，上证指数低开震荡，上证高端装备制造60指数 (高端装备，000097)下跌1.22%，报 8009.43点，成交额317.15亿元。 从指数持仓来看，上证高端装备制造60指数十大权重分别为：兆易创新（2.54%）、韦尔股份 （2.39%）、恒立液压（2.21%）、 ...

Core Points - The Guangxi government has issued the "2025 Work Points for Optimizing the Business Environment," outlining 28 key tasks and 154 specific actions to enhance the "Business Guangxi · Convenient in Gui" service brand [1] - The focus is on creating a fair, orderly, transparent, open, and efficient business environment, with 26 key initiatives planned for this year [1] Group 1 - Key initiative includes exploring the application of "land codes" for lifecycle management of planning and construction, aiming to reduce documentation and processing time through inter-departmental data sharing [2] - The industrial project approval process will shift to a phased acceptance model, allowing for earlier production and financing [2] - Remote virtual service windows will be established, utilizing technology for identity verification and interactive assistance [2] Group 2 - The government aims to enhance communication with enterprises and improve problem-solving capabilities by establishing a regular communication mechanism and involving a majority of private and small business representatives in policy-making [3] - The "immediate response" mechanism for business complaints will be improved, providing multiple channels for businesses to voice their issues [3] - A comprehensive reform and innovation mechanism for the business environment will be developed, promoting replicable and scalable best practices [3]

金融界5月26日消息，上证指数低开震荡，中证高端装备细分50指数 (高装细分50，931521)上涨1.01%， 报2437.01点，成交额175.42亿元。 数据统计显示，中证高端装备细分50指数近一个月上涨2.48%，近三个月下跌1.82%，年至今下跌 0.96%。 据了解，中证高端装备细分50指数选取50只涉及航空航天装备制造、航空动力及控制系统、微波雷达、 卫星导航、光电红外、通信设备、电子元器件、信息安全、航空航天材料等业务的代表性上市公司证券 作为指数样本，以反映航空航天等高端装备细分领域上市公司证券的整体表现。该指数以2012年12月31 日为基日，以1000.0点为基点。 从指数持仓来看，中证高端装备细分50指数十大权重分别为：中航沈飞（7.3%）、中航光电 （6.9%）、航发动力（6.21%）、中航西飞（4.69%）、中国长城（3.85%）、中航机载（3.78%）、海 格通信（3.32%）、航天电子（3.21%）、中航成飞（3.2%）、菲利华（3.17%）。 从中证高端装备细分50指数持仓的市场板块来看，上海证券交易所占比51.68%、深圳证券交易所占比 48.32%。 从中证高端装备细分5 ...

Investment Rating - The report gives the company an "Outperform" rating for the first time, with a reasonable valuation range of 13.60 to 15.10 CNY, indicating a potential upside of 15% to 27% compared to the current stock price of 11.85 CNY [5][3][4]. Core Insights - The company is a leading player in the electric tool accessory market and is accelerating its expansion into the new energy and high-end equipment sectors. In 2024, the company is expected to achieve a net profit of 300 million CNY, a year-on-year increase of 80%, despite a 6% decline in revenue to 2.221 billion CNY [1][8][24]. - The electric tool market is recovering, with the company's electric tool accessory business revenue expected to grow by 30% year-on-year to 1.138 billion CNY in 2024, accounting for 51% of total revenue [2][31]. - The new energy business is actively developing battery packs and battery swap stations, with revenue projected to be 809 million CNY in 2024, a decrease of 33% year-on-year, representing 36% of total revenue [2][52]. - The high-end equipment manufacturing business is steadily progressing, with revenue expected to be 201 million CNY in 2024, a decline of 8%, making up 9% of total revenue [3][67]. Summary by Sections Financial Performance - In 2024, the company is projected to achieve total revenue of 2.221 billion CNY, a decrease of 6% year-on-year, and a net profit of 300 million CNY, an increase of 80% year-on-year. The gross margin is expected to be 25.89%, up 6.91 percentage points year-on-year, and the net margin is expected to be 13.63%, up 6.03 percentage points year-on-year [1][8][24]. - For Q1 2025, the company is expected to report revenue of 440 million CNY, a decrease of 10% year-on-year, and a net profit of 59 million CNY, an increase of 1% year-on-year [1][8]. Business Segments - **Electric Tool Accessories**: Revenue is expected to reach 1.138 billion CNY in 2024, a year-on-year increase of 30%, with a gross margin of 23.61% [2][31]. - **New Energy**: Revenue is projected to be 809 million CNY in 2024, a decrease of 33%, with a gross margin of 32.08% [2][52]. - **High-end Equipment Manufacturing**: Expected revenue is 201 million CNY in 2024, a decline of 8%, with a gross margin of 15.71% [3][67]. Market Trends - The global electric tool market is expected to recover, with a projected 25% year-on-year increase in shipments in 2024, driven by a recovery in demand in North America and Europe [43][44]. - The company has established a strong position in the electric tool chuck market, holding nearly 50% of the global market share [1][14]. Future Outlook - The company anticipates continued growth in its electric tool accessory business, with projected revenues of 1.28 billion CNY in 2025, 1.38 billion CNY in 2026, and 1.48 billion CNY in 2027 [76]. - The new energy business is expected to grow steadily, with projected revenues of 950 million CNY in 2025, 1.05 billion CNY in 2026, and 1.15 billion CNY in 2027 [77].

Core Viewpoint - The company achieved a net profit of 300 million yuan in 2024, representing an 80% year-on-year increase, despite a 6% decline in revenue to 2.221 billion yuan [1] Group 1: Financial Performance - In 2024, the company reported a revenue of 2.221 billion yuan, down 6% year-on-year, with a net profit of 300 million yuan, up 80% year-on-year [1] - The gross margin was 25.89%, an increase of 6.91 percentage points year-on-year, while the net margin was 13.63%, up 6.03 percentage points year-on-year [1] - In Q1 2025, the company generated revenue of 440 million yuan, a 10% decline year-on-year, with a net profit of 59 million yuan, a 1% increase year-on-year [1] Group 2: Business Segments - The company is a leading global player in electric tool chucks, with a market share of nearly 50%, and has expanded its business into high-end precision machine tools and smart manufacturing solutions [1] - In 2024, the electric tool accessories business generated revenue of 1.138 billion yuan, a 30% increase year-on-year, accounting for 51% of total revenue [2] - The company has established subsidiaries in Vietnam and Mexico to enhance overseas customer service and order acquisition capabilities [2] Group 3: New Energy and High-end Equipment - The new energy business generated revenue of 809 million yuan in 2024, a 33% decline year-on-year, making up 36% of total revenue [2] - The company is actively developing battery packs and battery swap stations, leveraging existing customer advantages in the cordless and lithium battery trends [2] - The high-end equipment manufacturing business reported revenue of 201 million yuan in 2024, an 8% decline year-on-year, representing 9% of total revenue [3] - The company’s subsidiary, Jinan Yijian, is recognized as a model enterprise in the machine tool industry, focusing on hub machine tools and automation production lines [3]

投资者关系活动记录表 编号：2025-005 | 投资者关系活动类别 | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐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） | | 形式 | ☐现场 网上 ☐电话会议 | | 参与单位名称及人员姓名 | 线上参与公司2024年度网上业绩说明会的投资者 | | 时间 | 2025年5月21日15:00-17:00 | | 地点 | "价值在线"（https://www.ir-online.cn） | | | 董事长：张京豫 总经理：张倩 | | 上市公司接待人员姓名 | 独立董事：姜洪章 | | | 董事会秘书：程渝淇 | | | 财务负责人：徐丽华 | | | 1、跨境物流中地缘政治风险如俄乌冲突、贸易壁垒等 | | | 对公司中亚、欧洲线路有没有影响？ | | | 答：尊敬的投资者您好，全球供应链格局加速重构， | | | 贸易摩擦以及地缘冲突，导致国际物流通道的稳定性和畅 | | | 通性存在风险，在拓展国际业务、构建全球物流网络面临 | | 投资者关系 ...

证券代码：300103 证券简称：达刚控股 达刚控股集团股份有限公司 投资者关系活动记录表 | 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 | 投资者网上提问 | | 人员姓名 | | | 时间 | 年 月 日 2025 5 20 (周二) 下午 14:00~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1、董事长王妍 | | 员姓名 | 2、董事会秘书韦尔奇 | | | 3、证券事务代表王瑞 | | | 4、财务经理肖英 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1、2024 年存货周转天数延长至 210 天，主要因大型设备订 | | | 单交付延迟，如何通过模块化生产缩短交付周期、建立区域性设 | | 投资者 ...

汽轮机主机设备。德阳市委宣传部供图 □四川日报全媒体记者 文铭权 游飞 陈丽霏 兰楠5月18日，广汉市三星堆博物馆内，高大的青铜神 树仍然散发着跨越数千年时光的光辉；在东方电机有限公司车间里，一台巨型装备也正静卧待 发，这台由东方电机自主研发的新型百万千瓦级汽轮发电机，每小时发电量可达100万度，相当于 一座中小城市半天的用电量。当前，东方电机累计发电设备产量突破7亿千瓦，国内每4度电就有 一度电由"德阳造"发出；东方电气集团下属企业宏华集团有限公司研制的1.2万米深智钻机，钩载 能力能吊起两架满载的波音747客机；一汽解放四川分公司的数字化车间里，每5.7分钟就有一台 商用车下线……重装产业作为德阳的一张名片，如同游戏里不断上新的装备，几十年来与德阳这 座城市互相成就，书写了一段精彩的故事。近日，四川日报全媒体《"城"势而上——"经济大省挑 大梁"四川进行时》采访组走进德阳，探索这座正在全力建设"高端装备科技城"的重装之城，如何 加速"焕"新。聚力 服务更快"重装科"被一分为二采访组在德阳发现了这样一个细节——在我省各 地经济和信息化主管部门的机构设置中，唯有德阳专门设置了重大技术装备产业促进科。今年1 月 ...