（记者 胡玲） 健帆生物（300529.SZ）9月30日在投资者互动平台表示，（1）2024年度公司高通量、低通量血液透析 器通过集采实现的销售收入为962万元，占同期营业收入的0.36%；血液透析管路通过集采实现销售收 入336万元，占同期营业收入的0.13%。2025年上半年公司高通量、低通量血液透析器通过集采实现销 售收入1520万元，占同期营业收入的1.34%；血液透析管路通过集采实现销售收入245万元，占同期营 业收入的0.22%。截至目前，公司主营产品血液灌流器产品未被纳入国家及省级等集中带量采购范围。 （2）2025年上半年公司海外市场实现收入3443.76万元，占公司收入的3.04%。未来公司将持续高度重 视国际市场开拓，通过积极开展跨国科研合作、梳理海外经销商体系、招募海外推广人员、聚焦重点国 家等策略，深挖海外市场机会，实现国际业务"慢病+急危病"双轮驱动，打开国际业务增长新局面。 每经AI快讯，有投资者在投资者互动平台提问：董秘你好，1、请问公司血液透析器和血液透析管路集 采量占去年总销售量比例？折价多少？集采对公司业绩的影响预计如何？2、公司的海外销售进展如 何？ ...

格隆汇9月28日｜有投资者在互动平台向科德数控提问：请问贵公司海外业务发展情况如何？ 科德数控回应称，目前公司海外订单的销售渠道以经销形式为主，通过代理商建立售后技术支持体系， 确保快速响应海外客户需求。公司在深耕国内既有成熟市场的基础上，加大开拓海外市场力度，与"一 带一路"国家建立联络并实现设备销售，实现合作共赢。 ...

查看完整报告 点击注册小程序 公司大力提升工程技术服务能力，全力开拓海外优质市场，25H1海外市场新签合同额为196亿元，同比增 长71.8%。公司海外业务继续保持良好发展态势，高端化多元化市场加速开拓。在沙特市场，积极组织参 与竞标沙特阿美公司非常规压裂增产服务项目；在科威特市场，签约科威特国家石油公司（KOC）南部钻 井大包项目、钻修井人力资源招聘项目，顺利通过KOC测井、射孔、海洋钻机服务资审，成为科威特市场 唯一拥有钻井一体化服务能力的承包商。 报告摘要 事件： 公司发布《关于子公司签订项目合同的公告》，全资子公司中国石化集团国际石油工程有限公司与道达尔 能源拉塔维项目公司就伊拉克拉塔维油区二期井场及井间管线项目（NWP项目）正式签署设计、采购、供 应、施工、试运交钥匙（EPSCC）固定总价合同，合同金额3.59亿美元，约合人民币25.53亿元。 点评： 中标金额占公司24年营收的3.15%，与国际能源巨头合作进一步深化 公司本次签约的NWP项目为EPSCC合同，工期41个月，涉及5座新生产及回注井场、11座老井场改造升 级、44条集输管线约140公里。中标金额为3.59亿美元，约占公司中国会计准则下 ...

证券日报网讯顺络电子（002138）9月26日发布公告，在公司回答调研者提问时表示，公司属于基础被 动电子元器件行业，成立以来一直专注于主业发展，目前公司产品技术水平与全球知名电子元器件厂商 比肩，产品拥有核心竞争力，成立25年来，公司累积了大量全球领先的大客户群体，依托公司开创之初 确立的聚焦大客户战略，目前公司核心大客户群体已经涵盖了全球主要相关行业的标杆企业，并维持着 长期合作关系。目前公司在持续拓展手机通讯领域、汽车电子领域、AI服务器等领域的海外客户。公 司十分重视海外市场的开拓，通过持续落实大客户战略，积极开拓新兴市场及相关大客户。 ...

据悉，本次事项合作方PTTSG 是一家马来西亚的建筑公司，专注于土方和基础设施工程，同时也是一 家新兴的房地产开发商，正在涉足自动化及智能仓储、工业及住宅开发领域。另一合作方AUBO是遨博 (北京)智能科技股份有限公司(简称"遨博智能")的全资子公司。公司实际控制人、董事长韩永光先生仅 间接持有遨博智能7.1681%的股份。本次签署协议有利于公司海外市场的业务开拓和战略布局，争取更 多的客户资源和业务订单。 智通财经APP讯，东杰智能(300486.SZ)公告，PTT SYNERGY GROUP BERHAD(简称"PTTSG"或"甲 方")有意向在未来5年在马来西亚开发约200万个托盘位的自动化仓储设施用于运营。公司全资子公司东 杰智能(山东)有限公司(简称"OMH"或"乙方")与PTTSG、遨博(山东)智能机器人有限公司(简 称"AUBO"或"丙方")签署了《框架协议》。如果有正式合同落地，OMH将作为主系统集成商，为客户 提供成套设备的设计、堆垛机的制造、软件及控制系统的安装调试。其中，搬运及码垛机器人的安装与 调试业务将考虑由AUBO提供，该部分产品预计仅占合同金额的8-10%。 ...

保立佳主要从事水性丙烯酸乳液的研发、生产和销售，是国内生产水性丙烯酸乳液的主要企业。 沟通传递价值 信心共筑未来——2025年上海辖区上市公司集体接待日暨中报业绩说明会9月19日在全景 网举行。保立佳（301037）副总经理、董事会秘书李衍昊介绍，公司2025年上半年实现营业收入9.26亿 元，同比减少17.23%；归属于上市公司股东的净利润为858.64万元，同比增长136.26%，同比扭亏。未 来公司也将持续聚焦主营业务，依托公司技术研发、产能规模、质量服务、市场渠道等核心竞争力，进 一步加大海外市场开拓力度，向着全球领先的丙烯酸乳液供应商目标稳步迈进。 ...

Core Viewpoint - The company expects to achieve a net profit of 325 million to 355 million yuan in the first three quarters of 2025, representing a year-on-year growth of 71.36% to 87.19% [1] Financial Performance - In the first half of the year, the company reported revenue of 1.302 billion yuan, a decline of 4.79% compared to the same period last year, primarily due to a continuous decrease in revenue from the urban gas segment [1] - The deep cooling business has surpassed the gas segment, with the equipment sales segment generating a profit of 120 million yuan, accounting for over 90% of the total profit [1] Future Outlook - The equipment sales segment is expected to remain a key focus for the company, with ongoing efforts to expand into overseas markets [1] - The company anticipates that new overseas orders will grow at an annual rate of no less than 20% to 30% over the next 3 to 5 years [1]

Group 1: Financial Performance - In H1 2025, the company achieved revenue of 1.302 billion CNY, a decrease of 4.79% year-on-year, primarily due to a significant decline in the city gas segment [1] - The net profit for H1 2025 was 135 million CNY, an increase of 9.14% year-on-year, with the equipment sales segment contributing over 90% of the profit [1] - For the first three quarters of 2025, the expected net profit is between 325 million CNY and 355 million CNY, representing a year-on-year growth of 71.36% to 87.19% [1] Group 2: Market Strategy - The equipment sales segment remains a key focus, with ongoing efforts to expand overseas, where the company is increasingly recognized and competitive against top global manufacturers [2][3] - The domestic market is characterized by cautious sentiment, prompting the company to enhance sales efforts to maintain market share [2] - The city gas segment is actively engaging with local governments to negotiate pricing and recover outstanding debts while expanding user bases and diversifying gas procurement channels [2] Group 3: International Expansion - The company aims for a 20%-30% annual growth in new overseas orders over the next 3-5 years, supported by a mature sales channel and increasing brand recognition [3] - As of the latest report, overseas orders accounted for over 30% of the equipment segment's revenue, with more than 50% of new orders being international [4] - The company has successfully entered the supplier lists of major clients like Saudi Aramco, enhancing its credibility in the overseas market [5] Group 4: Production Capacity and Challenges - The company’s production capacity utilization is currently at 60%, which is expected to support the anticipated growth in new orders over the next few years [6] - The delivery cycle for overseas orders typically exceeds 18 months, with ongoing projects in various regions including the Middle East and Europe [6] Group 5: Technological Development - The company is exploring new technologies, including liquid cooling, and has initiated internal discussions and R&D projects in this area [8] - The company has established a leading position in domestic coal chemical processes and is actively enhancing its performance in large-scale air separation projects [7] Group 6: Risk Management - The company has previously recognized a goodwill impairment of 324 million CNY for the city gas segment, but does not anticipate triggering further impairments in 2025 based on current financial assessments [9]

Investment Rating - The report maintains a "Buy-B" rating for the company [4] Core Views - The establishment of a joint venture with Super X aims to expand the overseas HVDC product market, opening long-term growth opportunities for the company [2] - The company's revenue for H1 2025 reached 889 million yuan, a year-on-year increase of 14.3%, primarily driven by a 60.6% growth in the data center power business [3] - The company plans to enhance its HVDC product matrix and closely monitor trends in next-generation server power supplies and solid-state transformers [3] Summary by Relevant Sections Joint Venture and Market Expansion - The company has signed a joint venture agreement to invest in SuperX Digital, with a total investment of 2 million Singapore dollars, to develop a new brand "SuperX Digital Power" for overseas HVDC and ecological products [2] - The joint venture will leverage the strengths of all parties involved, including customer resources and technical expertise, to enhance the company's competitiveness in the overseas market [2] Financial Performance - In H1 2025, the company achieved a revenue of 889 million yuan, with the data center power segment contributing 410 million yuan, marking a significant growth of 60.6% [3] - The net profit attributable to the parent company for H1 2025 was 47 million yuan, a decrease of 30.2% year-on-year, mainly due to non-recurring gains from the previous period [3] Earnings Forecast - The expected EPS for 2025, 2026, and 2027 are 0.37 yuan, 0.56 yuan, and 0.78 yuan respectively, with corresponding PE ratios of 80.3, 53.1, and 37.8 [4]

Core Viewpoint - Shandong High-speed Group's recent success in securing two major contracts in Malaysia highlights the company's strategy to expand into overseas markets and seek new growth opportunities, particularly in emerging industries such as smart logistics and intelligent manufacturing [2][3][4] Group 1: Project Details - The Malaysia Smart Warehouse project involves the construction of smart warehouses across several states, with a total contract value of 60 million Malaysian Ringgit (approximately 10.2 billion RMB) [2] - The Nilai Smart City project plans to invest 7 billion USD (approximately 50.1 billion RMB) over the next decade, with an initial contract value of about 1.6 billion USD (approximately 11.45 billion RMB) [2] - Both projects leverage advanced technologies such as IoT, big data, and AI, showcasing Shandong High-speed Group's capabilities in providing integrated solutions [3][4] Group 2: Business Strategy and Performance - Shandong High-speed Group's overseas project contracts signed this year amount to approximately 27 billion RMB, representing a year-on-year growth of 360% [4] - The company has been recognized as one of the top 250 international contractors globally, ranking 51st, which enhances its credibility in securing large contracts [4] - The dual projects signify a strategic shift from traditional construction to modern logistics and supply chain services, marking a significant breakthrough in project scale and local impact [4] Group 3: Collaborative Ecosystem - The successful execution of these projects is expected to significantly increase the revenue scale and proportion of Shandong High-speed Group's overseas business, enhancing its resilience in the new economic landscape [5] - The projects also align with Malaysia's industrial upgrade and digital transformation needs, as the country seeks to enhance efficiency and competitiveness through smart solutions [6] - The establishment of a cooperation alliance in Shandong aims to create a collaborative ecosystem that promotes "Shandong manufacturing" and "Shandong services" on a global scale [6] Group 4: Industry Trends - Shandong High-speed Group is actively pursuing an international strategy that integrates foreign trade, services, and investment, thereby enhancing its competitiveness in the global market [7] - The company is also involved in various projects across different regions, including smart transportation systems in Ethiopia and renewable energy initiatives in Singapore [7] - Other Shandong enterprises are similarly exploring overseas markets to find new growth avenues, with a focus on high-tech and high-value products [8] Group 5: Economic Impact - In the first eight months of this year, Shandong's total import and export volume reached 2.32 trillion RMB, reflecting a year-on-year growth of 5.8%, the highest among the top five foreign trade provinces [10] - The provincial government is implementing measures to support enterprises in exploring new markets and fostering new growth drivers, further solidifying Shandong's position in the global market [10]