每经编辑｜陈楠 上海证券交易所上市审核委员会定于2025年7月31日召开2025年第27次上市审核委员会审议会议，届时 将审议德力佳传动科技（江苏）股份有限公司（以下简称"德力佳"）的首发事项。 资料显示，德力佳主要从事高速重载精密齿轮传动产品的研发、生产与销售，下游应用领域目前主要为 风力发电机组，核心产品为风电主齿轮箱。 因此，风电整机厂商建立了严格的供应商准入制度。供应商必须经过长时间的产品验证周期，才能进入 客户的合格供应商名录，并逐步获得批量供货的资格。这不仅要求供应商具备先进的技术实力，还需要 具备持续稳定的产品质量和可靠的交付能力。 经过多年的业务经营，公司凭借持续稳定的产品质量和可靠性，以及稳定的规模化交付能力，已成功与 金风科技、远景能源、明阳智能、三一重能等头部客户建立了良好的业务合作关系，具备明显的客户资 源优势。 值得一提的是，近年来随着中国风力发电行业的迅速发展，公司业务规模及市场占有率不断提升。根据 QY Research统计，2024年，公司全球市场占有率10.36%，位列全球第三，中国市场占有率16.22%，位 列中国第二。随着公司产能的扩充及客户的开拓，行业地位有望进一步提升 ...

Group 1 - The world's largest direct-drive floating offshore wind turbine, with a capacity of 17 megawatts, has been launched in Fuzhou, China, marking a significant breakthrough in offshore wind power equipment manufacturing [1] - The turbine features a rotor diameter of 262 meters and a swept area of approximately 53,000 square meters, equivalent to 7.5 standard soccer fields, with a hub height of about 152 meters, comparable to a 50-story residential building [1] - Compared to semi-direct drive and doubly-fed technologies, this direct-drive turbine has an increased power generation tilt angle of 2 degrees and a survival tilt angle of 3 degrees, enhancing its adaptability to movement and ensuring a utilization rate of over 99% [1] Group 2 - The turbine is a collaborative effort led by China Huaneng and China Dongfang Electric Group, featuring domestically produced key components such as the main shaft bearing, blades, generator, converter, and transformer [2] - The research team has successfully overcome challenges in simulation technology and high-fidelity model testing for floating wind power systems, as well as precision manufacturing and assembly processes for blades and low-speed permanent magnet direct-drive motors [2] - The turbine can output up to 68 million kilowatt-hours of clean electricity annually, sufficient to meet the annual electricity needs of approximately 40,000 households, with plans for demonstration validation in the Yangjiang sea area of Guangdong [2]

Group 1 - The core viewpoint of the news is that TianNeng Heavy Industry has secured several significant projects and is expanding its overseas business, particularly in the Asia-Pacific market [1] - TianNeng Heavy Industry has won bids for projects such as the Guangxi Yangjiang Fan Stone Project and parts of the Jiangsu Rudong Intertidal Zone Project [1] - The company is focusing on exporting wind power equipment, including towers and jackets, and is also involved in oil and gas pile products [1] Group 2 - The processing fee trend is on the rise this year, driven by enhanced R&D capabilities and product structure optimization [1] - High-value new products have significantly higher processing fees compared to traditional categories, indicating a shift towards more profitable offerings [1] - The delivery of overseas orders is expected to increase in the third and fourth quarters, with new orders signed this year [1]

| | 特定对象调研 | ☐分析师会议 | | --- | --- | --- | | | ☐媒体采访 | ☐业绩说明会 | | 投资者关系活动 类别 | ☐新闻发布会 | ☐路演活动 | | | ☐现场参观 | | | | ☐其他 | | | | 极之资产 姚蔚冰 天风资管周春林 富安达基金余文婷 | | | | 申万菱信王瀚 | | | | 华泰证券自营田文涛 | | | | 中银基金李润来 | | | | 中信建投何人珂 | | | | 睿郡资产丁晨霞 | | | | 华夏基金陈凌飞 | | | | 上海德汇集团有限公司蔡荣转 | | | | 英大资产巩显峰 | | | 参与单位名称及 | 兴业证券杨森 | | | 人员姓名 | 复星保德信李心宇 | | | | 石锋资产李青霖 | | | | 昆仑保险董杰 | | | | 苏银理财吴大胜 | | | | 同泰基金义胜军 | | | | 博时基金谢泽林 | | | | 正圆投资王伟平 | | | | 浙商证券翁晋翀 | | | | 平安基金杨蓓斯 | | | | 兴业证券王帅 | | | | 华夏基金陈希文 | | | 时间 | 年 月 日 2025 ...