登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：003037 证券简称：三和管桩 公告编号：2025-037 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 二、与会计师事务所沟通情况 公司业绩预告有关事项与会计师事务所未进行预沟通，相关财务数据未经会计师事务所预审计。 三、业绩变动原因说明 一、本期业绩预计情况 1．业绩预告期间 2025年1月1日至2025年6月30日 2．预计的经营业绩 预计净利润为正值且属于下列情形之一： □扭亏为盈 √同向上升 □同向下降 注：上表中的"元"均指人民币元。 1、报告期内，公司紧跟市场需求，专注核心业务，精耕主业，聚焦光伏、风电、水利等新兴领域，持 续丰富产品矩阵。在产销量与营收双增长的同时，得益于成本管控优化与产品结构改善，毛利率得到有 效提升，共同驱动了公司业绩稳步回升。 2、报告期内，公司非经常性损益对归属于上市公司股东的净利润的影响金额预计约为人民币1,800万 元，同比增加约783万元，主要是营业外支出减少及投资收益增加所致。 四 、风险提示 本次业绩预告是公司财务部门的初步测算结果，未经注册会计师 ...

智通财经7月11日电，三和管桩(003037.SZ)公告称，2025年上半年预计归属于上市公司股东的净利润为 6000万元–7500万元，比上年同期增长3090.81%–3888.51%。报告期内，公司紧跟市场需求，专注核心 业务，聚焦光伏、风电、水利等新兴领域，产销量与营收双增长，叠加成本管控优化与产品结构改善， 毛利率提升，驱动业绩稳步回升。 三和管桩：上半年净利同比预增3091%-3889% ...

国内方面，国内风电项目中标规模为87584.38MW，其中陆上集中式风电项目中标规模为 75124.08MW，海上风电项目中标规模为7138MW，分散式风电项目中标规模为1184.3MW，一体化项目 中标规模为4138MW。 其中，明阳智能中标规模为13830.18MW，位居行业排名榜第二。一体化项目方面，明阳智能以 1475MW居首，中标吉林松原市乾安县45万风光同场项目350MW等5个项目；分散式项目中，明阳智能 斩获139MW，包括河南南阳霜降地区24MW、海港区吴家房50MW等5个项目。国内海上风电市场上半 年中标总量达7138MW，其中明阳智能国内海上风电中标合计500MW。 从上半年数据来看，风电行业头部企业竞争格局稳定，海上风电与海外市场成为增长引擎，漂浮式、分 散式等细分领域技术迭代加速，为行业高质量发展注入新动能。 华泰证券表示，国内方面，明阳智能议价能力较强，供应链价格稳定，通过提高叶片自供比例、优化经 营效率实现降本，盈利能力或持续提升。公司漂浮式风机技术储备深厚，充分受益于国内深远海发展， 有望陆续实现订单落地；海外方面，公司海外布局领先，已进入欧洲业主供应商名单，目前积极推动意 大利 ...

市场的加速器——信用债 ETF 的影响 今日概览 ◼ 重磅研报 【固定收益】市场的加速器——信用债 ETF 的影响——20250710 【海外】禾赛（HSAI.O）-赋能机器，感知世界——20250710 ◼ 研究视点 【电力设备】大金重工（002487.SZ）-业绩超预期，海风盈利提升—— 20250710 证券研究报告 | 朝闻国盛 gszqdatemark 2025 07 11 年 月 日 朝闻国盛 作者 | 分析师 张斌梅 | | | | | --- | --- | --- | --- | | 执业证书编号：S0680523070007 | | | | | 邮箱：zhangbinmei@gszq.com | | | | | 行业表现前五名 | | | | | 行业 | 1 月 | 3 月 | 1 年 | | 综合 | 9.8% | 19.7% | 72.9% | | 通信 | 9.0% | 22.7% | 33.3% | | 电力设备 | 8.7% | 15.5% | 31.8% | | 银行 | 8.4% | 20.4% | 36.5% | | 非银金融 | 7.9% | 14.0% | 47.2% ...

Group 1: Marine Economy Development - The core viewpoint emphasizes the importance of high-quality development in the marine economy as part of China's modernization strategy, driven by technological innovation [1] - The Chinese government is focusing on enhancing independent innovation capabilities in marine technology and fostering leading marine technology enterprises [1] - The article highlights the significance of marine resources and the need for strategic management to boost the marine economy [1] Group 2: Marine Aquaculture - The article discusses the advantages of large-scale aquaculture, specifically the use of oversized net cages that enhance the quality of fish, such as the large yellow croaker [2] - The unique geographical features of the region, including nutrient-rich waters from three rivers, contribute to the area's prominence in yellow croaker production [2] - Innovations in net cage design, such as using high-density polyethylene, improve resilience against harsh weather conditions [2][3] Group 3: Smart Aquaculture Technologies - The integration of smart technologies in aquaculture management allows for real-time monitoring of water quality parameters, significantly reducing disease rates among fish [3] - The establishment of a net-free sound wave marine ranch aims to simulate wild conditions for fish, aiding in the recovery of natural populations [3] Group 4: Wind Power Development - The article outlines the rapid development of offshore wind power in Fujian, with a total installed capacity of 383,000 kilowatts expected by May 2025 [6][7] - The use of domestic equipment in offshore wind projects marks a significant advancement in China's high-end manufacturing capabilities [7] - The article highlights the importance of energy storage solutions to enhance the utilization of offshore wind power [7] Group 5: Seaweed Industry Potential - Seaweed is identified as a valuable resource with significant potential for high-end applications, such as the production of ultra-pure sodium alginate for medical use [8][9] - The successful industrialization of ultra-pure sodium alginate represents a breakthrough in overcoming previous market monopolies [9] Group 6: LNG Dual-Fuel Shipbuilding - The construction of LNG dual-fuel ships is highlighted as a response to international emissions reduction targets, with significant reductions in CO2 emissions [10][12] - The article discusses the challenges faced in developing LNG fuel tanks and the innovative solutions implemented by domestic shipbuilders [11] Group 7: Desalination Projects - The establishment of a large-scale seawater desalination project in Tianjin aims to meet the freshwater needs of the chemical industry, replacing over 5 million tons of freshwater annually [14][15] - The project utilizes advanced dual-membrane desalination technology, achieving significant efficiency in freshwater production [15][16] - The integration of a circular economy model around desalination processes is being developed to enhance resource utilization [16]

完善产业链协同与供应链建设。推动上下游企业之间的深度合作，促进中小企业融入产业链，推动产业 链企业之间的资源共享和技术交流。如三峡能源等30家风电产业链上下游企业签署合作协议，推动海上 风电产业链的协同发展。优化供应链管理，支持企业开展供应链协同创新，提升供应链的稳定性和竞争 力。如盐城形成"3小时供应链"，95%的风机零部件在江苏省内实现集成供应，有效提升了供应链效 率。 提升海上风电安全管理水平。推动地方政府建立海上风电安全协调机制，加强能源、自然资源、生态环 境、港航、应急等部门之间的协同合作，形成工作合力。建设远程监控平台，建设小物标雷达、水文气 象信息采集系统、电子围栏等感知设施和甚高频通信设施，实现对海上风电场的全方位监控。例如，漳 州海事局在漳浦六鳌海上风电场二期项目中，通过布设电子围栏硬件设备、雷达设备，设置三级预警 线，实现了对海上风电场的有效监控。 2022年，国家发展改革委等9部门印发《"十四五"可再生能源发展规划》，提出"优化发展方式，大规模 开发可再生能源"，明确海上风电开发建设重点方向。今年，《自然资源部关于进一步加强海上风电项 目用海管理的通知》印发，从规划管控、节约集约、用海审 ...

特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客 户，用作新媒体形势下研究信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿 订阅、接收或使用本订阅号中的任何信息。本订阅号难以设置访问权限，若给您造成不便， 敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相关人员为光大 证券的客户。 报告摘要 点击注册小程序 查看完整报告 2025年7月9日，北方稀土公告，预计2025年半年度实现归属于母公司所有者的净利润9亿元-9.6亿元，同比 增加1882.54%到2014.71%。 根据公司公告，新能源汽车1-5月产销同比分别增长45.2%和44%，新能源汽车新车销量达到汽车新车总销 量的44%。截至4月底，全国累计发电装机容量34.9亿千瓦，同比增长15.9%。其中风电装机容量5.4亿千 瓦，同比增长18.2%。根据《锂钴稀土磁材静待反转，固态电池材料成长可期——能源金属2025年度投资 策略》：需求端机器人、飞行汽车等新应用场景将成为稀土磁材增长新引擎，预计2025年和2026年全球氧 化镨钕需求分别为11.7万吨和12.69万吨，同比增速+9.7% ...

Group 1: Photovoltaic Silicon Material Industry - The photovoltaic silicon material industry is expected to accelerate capacity consolidation, with the Ministry of Industry and Information Technology emphasizing the need for high-quality development in the solar industry [1] - By 2027, the industry is projected to enter a stable development phase, with significant advantages in the silicon material segment due to differences in capacity costs and financial strength among companies [1] - Key companies to watch include GCL-Poly Energy, Xinte Energy, Tongwei Co., and TBEA [1] Group 2: Solid-State Battery Industry - The solid-state battery industry is witnessing continuous advancements, with equipment from Winbond Technology successfully delivered to major domestic clients [2] - Material production is ramping up, with significant capacity in oxide electrolytes and expectations for sulfide electrolytes to achieve ton-level shipments by 2025 [2] - Companies of interest in this sector include Xiamen Tungsten, Tianqi Lithium, and others involved in the solid-state battery supply chain [2] Group 3: Offshore Wind Power Development - The central government is promoting the orderly development of offshore wind power, with a focus on enhancing the marine economy and encouraging private investment [3] - Goldwind Technology has secured over 7.7GW of international orders for 2024, with significant revenue growth reported for its international subsidiary [3] - Key players in the wind power sector include Goldwind Technology, Oriental Cable, and Dajin Heavy Industry [3] Group 4: Data Center Investment - Global data center investments are accelerating, with Amazon planning to invest AUD 20 billion (approximately USD 13.1 billion) in Australia and SK Telecom collaborating with Amazon Web Services for a significant data center project in South Korea [4] - The deployment of NVIDIA's GB300 AI systems is underway, indicating a growing demand for AI computing resources [4] - Companies to monitor in the AIDC power equipment sector include Jinpan Technology, Xinte Electric, and others [4] Group 5: Key Company Earnings Forecasts - The report provides earnings forecasts and investment ratings for several companies, with Goldwind Technology rated "Outperform" and projected to have an EPS of 1.28 in 2025 [5] - Jinpan Technology and other companies also received "Outperform" ratings, indicating positive market sentiment [5] Group 6: Industry Performance Overview - The electric power equipment sector outperformed the market in June, with a 6.68% increase compared to a 2.5% rise in the CSI 300 index [13] - The sector's PE ratio at the end of June was 30.3, reflecting a slight recovery in valuations [13] - The report highlights that the electric power equipment industry has shown strong performance across various sub-sectors, including lithium battery materials and wind power [23]

中信证券指出，稀土行业供需格局有望迎来拐点。新能源汽车、消费电子、变频空调、风电等需求有望 持续提升，机器人、低空经济和工业电机等新兴领域有望打开远期需求成长空间。 展望2025下半年，国投证券看好黄金、铜、稀土的投资机会，认为黄金有望受益于美元信用走弱和美国 降息预期增强，看好金价续创新高。铜冶炼原料供给受限，需求具备长期韧性，看好铜价中枢上移。预 计出口逐步放开、需求持续增长、供给刚性下，稀土价格有望迎来上涨。 从估值水平来看，截至6月底，中证有色金属指数市净率为2.24，位于上市以来34.45%分位点的历史较 低位置，低于中证有色金属指数上市以来周频市净率数据的中位数2.52，估值较低，配置性价比较高。 短暂休整后，再冲锋！今日（7月10日）揽尽有色金属行业龙头的有色龙头ETF（159876）红盘活跃， 场内价格现涨0.51%。成份股方面，北方稀土涨超6%，华钰矿业涨逾5%，中国稀土涨超3%，中孚实 业、中国铝业等个股跟涨。 消息面上，美东时间7月8日，特朗普在内阁会议上宣称将对所有进口到美国的铜征收50%的新关税。美 国商务部长卢特尼克表示，特朗普有意对铜征收50%关税的目的是将铜生产转移回美国国内， ...

m 2025 年 7 月 9 日 | H70455@capital.com.tw | | | --- | --- | | 沈嘉婕 目标价(元) | RMB 40 | 公司基本资讯 | 产业别 | | 机械设备 | | --- | --- | --- | | A 股价(2025/7/8) | | 33.91 | | 深证成指(2025/7/8) | | 10588.39 | | 股价 12 个月高/低 | | 34.95/17.21 | | 总发行股数(百万) | | 637.75 | | A 股数(百万) | | 630.92 | | A 市值(亿元) | | 213.95 | | 主要股东 | | 阜新金胤能源 | | | | 咨询有限公司 | | | | (38.93%) | | 每股净值(元) | | 11.68 | | 股价/账面净值 | | 2.90 | | | 一个月 三个月 | 一年 | | 股价涨跌(%) | 19.7 35.8 | 60.3 | | 近期评等 | | | | 风电装备产品 | 93% | | --- | --- | | 新能源发电 | 5.8% | 机构投资者占流通 A 股比 ...