本公司及监事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 一、监事会会议召开情况 常州光洋轴承股份有限公司（以下简称"公司"）第五届监事会第十四次会 议于2025年8月21日在常州市新北区汉江路52号公司1号会议室以现场和通讯相 结合的方式召开，会议应出席监事3名，实际出席监事3名，其中现场参会监事1 名，通讯参会监事2名。会议由公司监事会主席汪蓉女士召集和主持，公司董事 及高级管理人员列席了会议。会议的召集和召开符合《中华人民共和国公司法》 和《常州光洋轴承股份有限公司章程》等的有关规定，会议合法有效。 二、监事会会议审议情况 证券代码：002708 证券简称：光洋股份 公告编号：（2025）062号 常州光洋轴承股份有限公司 第五届监事会第十四次会议决议公告 表决结果：3票同意、0票反对、0票弃权。 经审核，监事会认为：本次募投项目延期，不存在变相改变募集资金用途的 行为，是基于募投项目实际实施情况的审慎决定，符合公司长期发展目标以及长 远利益。决策和审议程序合法、合规，不存在损害公司及全体股东特别是中小股 东利益的情形。因此，监事会同意募投项目延期事宜。 三、备查 ...

证券代码：300850 证券简称：新强联 债券代码：123161 债券简称：强联转债 洛阳新强联回转支承股份有限公司 投资者关系活动记录表 编号：2025-012 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | 现场参观 | | | 其他（电话会议） | | 参与单位名称及 | 华创证券：张一弛、吴含；广发基金：李骁；兴全基金：黄煜 | | | 杰；嘉实基金：项静远；泉果基金：罗开澜；华夏未来：丁鑫； | | 人员姓名 | 九泰基金：袁多武；弘毅远方：樊可 | | 时间 | 2025 年 8 月 22 日 14:00—15:00 | | 地点 | 公司会议室 | | 上市公司接待人 | 董事会秘书、财务总监、副总经理：寇丛梅 | | 员姓名 | 研发部部长：胡占圈 | | | 1、目前的产能利用情况，未来稳态的毛利率会维持怎么 | | | 样的水平？ | | | 目前公司产能利用率维持在较高水平，2025 年客户需求 | | | 旺盛，在手排产订单充足。未来毛利率将受产品结构、原 ...

天眼查App显示，近日，安徽顺本轴承有限公司成立，法定代表人为龚孟芳，注册资本500万人民币， 经营范围为一般项目：轴承钢材产品生产；机械零件、零部件加工；汽车零部件及配件制造；五金产品 制造；汽车零配件批发；五金产品批发；汽车零配件零售；五金产品零售（除许可业务外，可自主依法 经营法律法规非禁止或限制的项目）。 ...

机器人的关节：轴承 20250821 摘要 全球轴承市场稳定增长，汽车、航空航天、工业设备等传统需求构成基 本盘，风电、光伏、新能源汽车及智能基础设施等新兴需求快速放量， 共同驱动市场结构升级。 人形机器人商业化落地打开高精度、高附加值轴承市场，单台机器人轴 承价值量可达数千元人民币，显著提升行业营收弹性，如特斯拉 Optimus 潜在市场空间达数十亿人民币。 汽车行业是轴承最大应用领域，占比超 32%，新能源汽车对高精度轴承 需求更高。家电、工程机械、风电等领域需求分散但总量可观，人形机 器人进一步拓展了市场空间。 头部企业积极布局机器人轴承应用，如智远机器人和小米的专利显示， 通过关节轴承和鱼眼轴承提升机器人手臂灵活性和脚踝自适应性，预示 未来产品发展方向。 国内高端轴承（P4 级以上）营收占比逐步提升，2023 年达 18%，但航 空航天等关键领域仍依赖进口，磨床进口额高企，反映国产替代空间巨 大，相关设备类公司值得关注。 Q&A 人形机器人对轴承的需求为何如此重要？ 人形机器人在逐步商业化和产业化过程中，对高精度、高可靠性的轴承需求快 速释放，成为轴承行业新的增长曲线。轴承作为人形机器人关节的重要零部 ...

Core Viewpoint - The emergence of Jiangxi Hongda Self-lubricating Bearing Co., Ltd. has transformed the landscape of self-lubricating bearings in China, allowing the country to shift from a follower to a leader in the global market [1]. Group 1: Company Overview - Jiangxi Hongda specializes in self-lubricating bearings, which are crucial components in machinery, providing support and reducing friction [3]. - The company was founded in 2005 by Qiao Kui Jie, who recognized the potential of self-lubricating bearings in various industries, including engineering machinery and automotive [3][4]. - Initially, the company faced challenges due to a lack of experience and knowledge in self-lubricating technology, but it has since developed a strong reputation for quality and innovation [4][6]. Group 2: Technological Advancements - The company has developed a unique melting process that enhances the performance of self-lubricating bearings, relying on high-purity copper as a primary material [4][5]. - Jiangxi Hongda's breakthrough product, the "steel-backed copper-based sintered bearing," addresses the challenges faced by high-speed stamping molds, providing a solution for lubrication under extreme conditions [9][10]. - The innovative bearing design allows for effective lubrication even at high temperatures, maintaining a low friction coefficient of below 0.025, which is significantly better than industry standards [9][10]. Group 3: Market Position and Recognition - Jiangxi Hongda has become a key supplier for international companies such as FIBRO and MISUMI, marking its entry into the global market [6][11]. - The company has expanded its product offerings to nearly 30,000 types, serving various sectors including engineering machinery and automotive molds [14]. - The global bearing market is projected to grow from $120.98 billion in 2023 to $226.6 billion by 2030, with Jiangxi Hongda positioned to capitalize on this growth [13]. Group 4: Educational Contributions - Qiao Kui Jie also serves as an external expert at Jiangxi University of Science and Technology, emphasizing the importance of nurturing the next generation of industry professionals [14]. - The company’s commitment to education reflects its belief in the importance of passing on knowledge and expertise to future leaders in the bearing industry [14].

Core Insights - The Wafangdian Bearing Group has developed the world's first super-large tonnage slewing bearing, specifically designed for a 4000-ton all-terrain crane, marking a significant breakthrough in China's core components for ultra-large engineering machinery [1] - This slewing bearing is currently the only domestic core component capable of meeting the lifting requirements for all onshore wind turbines of 8 megawatts and above, providing strong support for future wind power installation main models [1]

les & FR 点击下载中国基金报客户端 ■ 中国基金报内容矩阵 ■ 巅峰对话 投资热点说 ETF风向标 IPO情报站 fe o 1 ■ a a - 444 and 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND 开盘速递 港股日报 全球早班车 数说人物 √ � [ 8 a 4 a g a d 4 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND ●微信搜一搜( 〔 〔 中国基金报 〕即刻获取财经资讯 ▲ 全球首款4000吨起重机回转支承轴承。图片来源：瓦房店轴承集团有限责任公司 据了解，此款回转支承是目前唯一能满足陆上所有8兆瓦及以上大型风机整体吊装需求的国产 核心部件，将为未来风电吊装主力机型提供强力支撑。 来源：科技日报微信公众号 近日，瓦房店轴承集团有限责任公司研制出超大吨位回转支承轴承。该产品是全球首款应用于 4000吨全地面起重机的核心部件，标志着我国在超大型工程机械核心基础零部件领域取得重大 突破。 ...

Group 1 - A new company, Jifuyou (Wuxi) Bearing Co., Ltd., has been established with a registered capital of 500,000 RMB [1] - The legal representative of the company is Wang Qiumei [1] - The business scope includes sales of bearings, gears, and transmission components, as well as various technical services and software development [1] Group 2 - The company is involved in the sales of high-speed precision heavy-load bearings and various automotive parts [1] - It also engages in the wholesale and retail of lubricants, specialized chemical products, and lighting equipment [1] - The company has a broad range of activities including import and export services, indicating a diverse operational strategy [1]

Group 1 - The stock price of Chuangyuan Technology on August 19 was 12.13 yuan, down 0.20 yuan or 1.62% from the previous trading day [1] - The opening price was 12.30 yuan, with a highest point of 12.31 yuan and a lowest point of 11.86 yuan, with a trading volume of 208,558 hands and a transaction amount of 251 million yuan [1] - In the first half of 2025, the company achieved operating revenue of 2.079 billion yuan and a net profit attributable to shareholders of 161 million yuan, representing a year-on-year growth of 11.15% [1] Group 2 - On August 19, the net outflow of main funds for Chuangyuan Technology was 32.7834 million yuan, with a cumulative net outflow of 58.0499 million yuan over the past five days [2]

Group 1 - Bearings are essential components in various machinery, often referred to as the "joints" of industry, found in everything from high-speed trains to household appliances [1] - The bearing industry in Liaocheng, Shandong Province, generates over 50 billion yuan annually, accounting for one-tenth of the national market [2][4] - The local market features over 7,000 types of bearings, creating a comprehensive "bearing universe" [4] Group 2 - The industry has evolved from trade to manufacturing, with a focus on creating proprietary brands and improving product quality [6][12] - The local government has established a specialized industrial zone for bearings, facilitating a unique production process that includes over 20 manufacturing steps [8][9] - The region has over 5,000 bearing-related enterprises, employing more than 200,000 individuals in production, processing, and sales [12] Group 3 - Environmental regulations have prompted a shift towards high-quality development, leading to the closure of 314 non-compliant enterprises [14] - The local government has invested in seven bearing parks to support small and micro-enterprises, enhancing their competitiveness through shared resources [16] - Digital transformation is being implemented across the industry, with a unified cloud platform facilitating better supply chain management [16][18] Group 4 - The bearing industry in Liaocheng has a unique characteristic of integrating trade and manufacturing, contributing to one-tenth of the national market share [21] - The establishment of a trade promotion association has helped local companies access international markets, with annual export revenues reaching 4.5 billion yuan [31][23] - The region has developed logistics solutions, including partnerships with transportation groups to enhance export capabilities [31][33] Group 5 - The local government has initiated regular exhibitions to attract international clients, significantly increasing the visibility of Liaocheng bearings [27][29] - The logistics network has improved, reducing transportation costs by 15% to 20%, and providing streamlined customs processes for exporters [33][35] - The region's rail services connect to major international trade routes, facilitating the global distribution of bearings [35]