登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603092 证券简称：德力佳 公告编号：2026-001 德力佳传动科技（江苏）股份有限公司 关于项目投资暨签订合作协议的公告 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、准确性和完整性承担法律责任。 重要内容提示： ● 投资标的名称：德力佳10兆瓦以上风电用变速箱研发制造项目 ● 投资金额：项目总投资50亿元（初期预投20亿，包括所有基建、首批设备投资及部分流动资金；后期 投资进度视产能需求分批实施。具体以实际投资金额为准） ● 交易实施尚需履行的审批及其他相关程序 项目尚处于前期规划阶段，需完成备案、环评、规划许可、施工许可等多项前置审批。若国家或地方政 策调整、审批条件发生变化，可能导致项目实施受阻，存在延期、暂停或终止的风险。 3、收益及市场风险 项目投资金额为当前市场条件下的估算，不构成业绩预测或承诺。项目短期内不会对业绩产生影响，投 产后收益将受宏观经济、市场供需、行业竞争及技术迭代等因素影响，存在无法实现预期收益的风险； 建设周期内若市场需求不及预期，亦可能影响项目实施及效益实 ...

Core Viewpoint - The China wind power fiber fabric industry is at a critical juncture, transitioning from a "large" to a "strong" phase, necessitating leading companies to focus on technological advancements and global strategies to maintain their competitive edge [7] Company Overview - Zhejiang Zhenstone New Materials Co., Ltd. is a national high-tech enterprise primarily engaged in the research, production, and sales of fiber-reinforced materials in the clean energy sector, with over 70% of its revenue derived from wind power fiber fabrics [4][5] - The company has become a global leader in wind blade material manufacturing, holding over 35% of the global market share for wind power glass fiber fabrics in 2024, and is recognized for its innovative solutions across various clean energy applications [4][5] Market Dynamics - The global wind power installation capacity is continuously increasing, with a clear trend towards larger blades, which can weigh nearly 20 tons and require about 60% glass fiber, driving demand for wind power fabrics [5] - The Chinese market demand for wind power fabrics is projected to reach 810,000 tons by 2025, indicating a robust market environment despite seasonal fluctuations [5] Industry Challenges - The industry faces significant challenges, including ongoing technological upgrade pressures and the risk of material substitution, particularly from carbon fiber, which is gaining market share in wind blade applications [6] - The international trade environment poses additional challenges, with anti-dumping and countervailing duties affecting the competitiveness of Chinese glass fiber products in overseas markets [6] - There is a potential risk of structural oversupply in low-end segments, as new entrants target high-performance fiber markets, necessitating strategic foresight from leading companies to avoid price wars and market saturation [6] Future Directions - Leading companies must not only maintain their current market positions but also strive for advancements in high-modulus and ultra-high-modulus products, while exploring new materials like carbon fiber [7] - A strategic shift towards localized production overseas is essential to mitigate trade risks and transition from merely exporting products to establishing technology standards and brand recognition globally [7]