登录新浪财经APP 搜索【信披】查看更多考评等级 湖南崇德科技股份有限公司（以下简称"公司"）于2025年11月21日下午接待了机构调研。本次调研为特 定对象调研，华福证券、华源证券、鹏华基金、冲积资产等4家机构参与，公司副总经理、财务总监、 董事会秘书龙畅负责接待并与投资者进行交流。 投资者活动基本信息 本次调研活动时间为2025年11月21日14:00-15:30，地点位于公司会议室。参与机构及人员包括华福证券 鲁星泽、华源证券邓力、鹏华基金黄奕彬、冲积资产褚壹钦褚。接待过程中，公司严格遵守信息披露规 定，未出现未公开重大信息泄露，双方已按深交所要求签署调研《承诺书》。 调研核心内容解读生产经营稳健 订单与产能双充足 公司介绍，目前生产经营一切正常，订单充足，生产线处于满负荷状态，生产运营根据订单情况合理排 产。财务数据显示，2025年前三季度公司实现营业收入4.45亿元，归母净利润1.02亿元，扣非归母净利 润8932.81万元，业绩保持稳健增长。国际市场拓展提速 头部客户阵容亮眼 风电滑动轴承是公司上市后拓展的新产品线，目前表现亮眼。公司预计，风电齿轮箱用滑动轴承营收相 较于前两年将实现大幅增长，且在 ...

证券代码：301548 证券简称：崇德科技 4、公司核电板块的发展情况？ 答：公司深耕核电滑动轴承多年，通过持续自主创新推动国产化替代，已具备为 核电领域含岛内主冷却剂泵在内的重大装配提供高可靠性滑动轴承设计-制造-测试- 监测-评价等全套解决方案。通过长时间的厚积薄发，公司近年来核电装备配套订单 显著增加，承接了多个核电轴承项目，公司核电轴承订单已创新高。同时，为进一步 巩固公司核电板块的技术实力和市场地位，公司建设了主泵轴承专门生产线，提升产 能和品质保障能力。 5、公司风电板块的发展情况？ 答：公司风电滑动轴承业务是公司动压油膜滑动轴承业务的有效组成部分，是上 市以来形成的新产品线；预计风电齿轮箱用滑动轴承营收相较于前两年有大幅增长， 且在手订单充足，预计未来风电业务成长性良好。公司正在努力提升激光熔覆效率， 对相关工艺进行改进。 湖南崇德科技股份有限公司 投资者关系活动记录表 编号：2025-011 | | 特定对象调研 □分析师会议 ☑ | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □ ...

本次大赛以"创新引领、实战赋能、差异制胜"为主题，由中国二十二冶市场开发部、科技质量部、经营预算部、党群工作部共同承办，通过"比技术、比 报价、比策划、比服务、比差异化优势"，进一步激发活力，彰显实效，锻造精英团队，赋能市场攻坚，全面提升公投能力。大赛前期共计收到各单位递 交的投标案例26份，共有26家单位参与比赛，根据专家评审确定15名参赛队进入决赛。 市场营销编标大赛 创新引领 实战赋能 差异制胜 打造"整体强"的市场营销体系 11月8日，中国二十二冶2025年市场营销编标大赛决赛圆满落幕，旨在深入贯彻落实公司人才强企战略，全面提升营销系统技术、报价人员的专业素养和 实战能力，着力打造一支业务精湛、作风过硬的投标团队。中国二十二冶党委副书记、职工董事张育鹏，副总经理赵山虎，以及市场开发部、科技质量 部、经营预算部、党群工作部等职能部门相关人员出席。 2025 为二等奖团队颁奖 大赛以打造"整体强"的市场营销体系为宗旨，分为选手述标、答辩两个环节，全面提升市场营销人员的项目策划、标书编制、PPT制作、现场述标能力。 赛事要求紧密围绕企业需求、解决业主痛点，从技术、资源、服务和全周期价值等维度打造差异化优势。 ...

Core Insights - The Chinese government is actively promoting the development of a national data factor market, with plans to establish 10 comprehensive pilot zones in regions like Beijing, Zhejiang, and Anhui to enhance the integration of the digital and real economies [1][2] - The marketization and valuation of data factors are emphasized as key objectives, with a focus on public data utilization and enterprise innovation to drive economic growth [1][2] - The data factor market in China is projected to reach approximately 204.29 billion yuan by 2025, indicating significant growth potential [3] Policy Developments - The National Data Bureau has released several important policies to support the data factor industry, including the "Digital China Construction 2025 Action Plan," which aims for the core industries of the digital economy to account for over 10% of GDP by 2025 [2] - The "Data Factor × Three-Year Action Plan (2024-2026)" aims to expand the application of data factors significantly by 2026, with a target of creating over 300 exemplary application scenarios [2] Company Initiatives - Companies like Beijing Yihualu Information Technology Co., Ltd. are leading the data factor industry by completing multiple national-level data asset projects and focusing on standardization and productization of data services [3] - Guangzhou Kingmed Diagnostics Group Co., Ltd. has made strides in the compliant trading of medical testing data, marking a significant step in the industry [4] - Zhejiang Big Data Trading Center Co., Ltd. is working to establish a comprehensive data factor trading system in Zhejiang Province, covering various sectors and enhancing data circulation [5] Market Trends - The data factor industry is witnessing a surge in application scenarios across multiple sectors, with a call for improved data resource systems and enhanced trading mechanisms to unlock the multiplier effect of data [5] - The focus on data-driven innovation is expected to foster deeper integration of data with industries such as smart manufacturing, healthcare, and smart cities, creating demonstrative effects [5]

Core Insights - The National Data Bureau emphasizes the acceleration of the marketization and valuation process of data elements, indicating a shift towards more diverse methods of realizing data value [1] Group 1: Marketization and Valuation of Data - The National Data Bureau's official stated that the process of marketization and valuation of data elements is being expedited, highlighting the increasing significance of data assets in the economy [1] - As of now, 88 listed companies have disclosed data assets amounting to 2.486 billion yuan, which represents an increase of 70 companies and 2.382 billion yuan compared to the first quarter of 2024 [1] Group 2: Economic Impact and Participation - The essence of data element valuation is described as the integration of data as a production factor into the economic and social system, thereby creating and realizing value [1] - The initiative is expected to encourage more business entities to participate in the construction of the data market, promoting a deeper marketization process [1]

Group 1 - Boeing has returned three Boeing 737 Max aircraft intended for Chinese airlines, stating that China has stopped accepting Boeing passenger planes. The Chinese Ministry of Commerce expressed willingness to support normal business cooperation between the two countries and urged the U.S. to create a stable and predictable environment for trade and investment activities [1] - The National Development and Reform Commission has issued the second batch of 81 billion yuan in ultra-long-term special government bonds this year, continuing to support the replacement of consumer goods [1] - The head of the National Bureau of Statistics announced at the 8th Digital China Construction Summit that efforts will be made to promote the marketization and valuation of data elements, and to refine the "three rights separation" scheme for data property rights [1] Group 2 - The Ministry of Natural Resources reported that the preliminary calculation of the marine production value in the first quarter was 2.5 trillion yuan, with a year-on-year growth of 5.7%, which is 0.3 percentage points higher than the GDP growth rate [1] - The National Bureau of Statistics released data indicating that cultural enterprises achieved operating income of 339.39 billion yuan in the first quarter, representing a year-on-year growth of 6.2% on a comparable basis [1] - Preliminary results show that the Liberal Party led by Carney won the federal House of Commons election in Canada on the 28th [1] Group 3 - The market experienced narrow fluctuations in early trading, with the three major indices showing mixed results. The Shanghai and Shenzhen markets had a half-day trading volume of 645.7 billion yuan, a decrease of 70.1 billion yuan compared to the previous trading day. By the close, the Shanghai Composite Index fell by 0.03%, while the Shenzhen Component Index rose by 0.09%, and the ChiNext Index increased by 0.05%. In Hong Kong, the Hang Seng Index rose by 0.12%, and the Hang Seng Tech Index increased by 0.81% [2]

Core Viewpoint - The Director of the National Data Bureau, Liu Liehong, emphasized the importance of promoting the marketization and valuation of data elements, as well as refining the "three rights separation" scheme for data property rights [1] Group 1: Market Development - The initiative aims to accelerate the cultivation of a unified national data market [1] - There is a focus on constructing a standard system for data circulation and transaction [1] Group 2: Regulatory Framework - The plan includes detailing circulation and transaction rules for data [1] - The promotion of standard demonstration contracts for data circulation and transactions is also highlighted [1]