证券研究报告·公司点评报告·专用设备 无锡鼎邦（872931） 2025 中报点评：国内客户总体需求放缓致业 绩承压下滑，期待国外业务拓展带来新增量 增持（维持） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 438.44 | 400.95 | 453.94 | 512.12 | 572.12 | | 同比（%） | 19.52 | (8.55) | 13.22 | 12.82 | 11.72 | | 归母净利润（百万元） | 47.06 | 39.16 | 45.11 | 52.94 | 62.69 | | 同比（%） | 16.47 | (16.79) | 15.19 | 17.35 | 18.42 | | EPS-最新摊薄（元/股） | 0.50 | 0.42 | 0.48 | 0.56 | 0.67 | | P/E（现价&最新摊薄） | 38.32 | 46.05 | 39.98 | 34.07 | 28.77 | ...

Group 1 - The core viewpoint of the news is the implementation of the "Tianjin Electricity Demand Side Management Implementation Details," which encourages various electricity users to participate in virtual power plant construction and promotes renewable energy consumption [1][2] - The guidelines support industrial electricity users, large commercial complexes, hotels, and public buildings in actively engaging in virtual power plant operations and participating in electricity market transactions [1] - The document emphasizes the importance of renewable energy supply for electricity users and encourages the use of advanced technologies like virtual power plants and 5G for load aggregation [1] Group 2 - The implementation details encourage power grid companies and energy management service providers to conduct energy-saving diagnostic services for key enterprises, especially small and medium-sized enterprises [2] - It promotes the adoption of energy management contracts and energy hosting models for energy efficiency improvements and encourages the application of advanced energy-saving technologies in key industries such as steel, petrochemicals, and chemicals [2] - The news also mentions the upcoming "2025 Third Virtual Power Plant Operation and Future Development Seminar" aimed at building a market-oriented virtual power plant operation system and driving digital transformation in the energy sector [2]

2.暖通空调设备营收占比提升至 33.04%，请问主要涉及到 哪些业务产品？ 答: 暖通空调设备作为公司持续深耕的新业务，其 2024 年 营业收入为 25,573.68 万元，占总营业收入的 27.58%。公司暖通 空调设备产品，主要分 3 大平台：离心机平台、螺杆机平台、涡 旋机平台；3 大平台共分 8 大系列产品：磁悬浮离心式冷水机组、 水地源磁悬浮离心热泵机组、能源塔磁悬浮离心热泵机组、超高 温 85℃水地源螺杆热泵机组、低环温能源塔螺杆热泵机组、-35℃ 超低环温空气源螺杆热泵机组、商用低温空气源热泵机组、户用 低温空气源热泵机组。未来将持续扩大暖通产品在数据机房、医 院、酒店、工业制冷、农业养殖等下游领域的拓展。 证券代码：301317 证券简称：鑫磊股份 鑫磊压缩机股份有限公司 投资者关系活动记录表 编号：2025-003 | ☑ | 特定对象调研 分析师会议 □ | | --- | --- | | 投资者关系活动 □ | □ 业绩说明会 媒体采访 | | 类别 □ | 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 ...