力聚热能公告称，其前次向中信银行购买的2500万元定期存款已于2025年12月5日到期赎回，实际收益 6.88万元。为提高资金使用效率，公司拟使用暂时闲置的募集资金进行现金管理，于2025年12月9日购 买中信银行3000万元定期存款，期限6个月，预期年化收益率1.2%，资金来源于闲置募集资金。公司此 前已审议通过使用不超4亿元闲置募集资金进行现金管理的议案，有效期12个月。不过，该项投资或受 市场波动影响。 ...

融资融券数据显示，该股最新（12月26日）两融余额为2.71亿元，其中，融资余额为2.70亿元，本期筹 码集中以来融资余额合计增加1959.63万元，增幅为7.83%。 公司发布的三季报数据显示，前三季公司共实现营业收入43.33亿元，同比下降11.20%，实现净利润 1.77亿元，同比下降58.31%，基本每股收益为0.2400元，加权平均净资产收益率4.14%。（数据宝） （文章来源：证券时报网） 西子洁能12月29日披露，截至12月20日公司股东户数为30546户，较上期（12月10日）减少1616户，环 比降幅为5.02%。 证券时报·数据宝统计，截至发稿，西子洁能最新股价为17.25元，下跌3.09%，本期筹码集中以来股价 累计上涨7.88%。具体到各交易日，8次上涨，5次下跌。 ...

融资融券数据显示，该股最新（12月19日）两融余额为1.81亿元，其中，融资余额为1.81亿元，本期筹 码集中以来融资余额合计增加2352.74万元，增幅为14.97%。 公司发布的三季报数据显示，前三季公司共实现营业收入5.22亿元，同比下降12.29%，实现净利润 5629.61万元，同比下降60.49%，基本每股收益为0.6200元，加权平均净资产收益率2.68%。 力聚热能（603391）12月22日披露，截至12月20日公司股东户数为5156户，较上期（12月10日）减少 1295户，环比降幅为20.07%。 证券时报 数据宝统计，截至发稿，力聚热能收盘价为66.61元，上涨2.51%，本期筹码集中以来股价累 计下跌10.33%。具体到各交易日，3次上涨，5次下跌，其中，跌停1次。 ...

证券日报网12月18日讯西子洁能在2025年12月18日回答调研者提问时表示，截至2025年上半年，公司余 热锅炉产品综合毛利率29.68%，未来公司将在稳固传统锅炉业务现有市占率基础上，努力提高订单质 量，提升毛利率水平。 （文章来源：证券日报） ...

人民财讯12月18日电，西子洁能（002534）12月18日在机构调研时表示，全球天然气发电需求持续攀升 (传统工业+AIDC供电需求)，伴随国际关系缓和的契机，公司将紧抓机遇，加快全球布局，精准对接国 际市场需求，全力推动燃气轮机余热锅炉全球化及北美市场的订单机会落地，持续提升"西子制 造"HRSG在国际市场的竞争力和影响力。 ...

（文章来源：证券日报） 证券日报网讯 12月16日，西子洁能在互动平台回答投资者提问时表示，公司始终基于战略匹配及协同 效应开展投资布局。近年来公司聚焦主业，对于核聚变等前沿领域，公司持续关注其技术演进与产业应 用节点。公司将结合技术成熟度与市场方向，适时布局有望形成产业协同的优质标的。 ...

西子洁能（002534.SZ）12月16日在投资者互动平台表示，公司已获得美国机械工程师协会（ASME） S、U钢印及授权证书。海外市场，公司凭借品牌效应、设备质量、交付服务多方面优势获得海外客户 的认可，在海外电力需求井喷的背景下，公司将紧抓天然气机组需求爆发的燃气轮机余热锅炉订单机 会。 每经AI快讯，有投资者在投资者互动平台提问：请问公司的HRSG是否已通过美国ASME特种设备资质 认证？公司的HRSG是否获得美国数据中心订单？ （文章来源：每日经济新闻） ...

天眼查App显示，近日，雷能锅炉（内蒙古）有限公司成立，法定代表人为张雷肖，注册资本200万人 民币，经营范围为一般项目：特种设备销售；气体、液体分离及纯净设备销售；管道运输设备销售；环 境保护专用设备销售；太阳能热利用装备销售；合同能源管理；机械设备研发；工业工程设计服务；通 用设备修理；货物进出口；技术进出口；劳务服务（不含劳务派遣）；装卸搬运；机械设备销售；泵及 真空设备销售；烘炉、熔炉及电炉销售；耐火材料销售；新能源原动设备销售。（除依法须经批准的项 目外，凭营业执照依法自主开展经营活动）许可项目：道路货物运输（不含危险货物）；特种设备安装 改造修理；建设工程施工；特种设备设计；特种设备检验检测；电气安装服务；建筑劳务分包。（依法 须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件 为准）。 ...

Group 1: Company Insights - Lixun Precision has developed core capabilities in the humanoid robot industry, capable of independently completing precision processing of key components like harmonic gears, except for batteries and some joint modules [1] - The automotive business of Lixun Precision has a rich product matrix, including high and low voltage harnesses, special harnesses, and fast charging guns, achieving good development momentum globally [1] - Hailu Heavy Industry focuses on manufacturing industrial waste heat boilers, large and special pressure vessels, and nuclear safety equipment, with ongoing investment in fourth-generation nuclear equipment projects to meet manufacturing capacity demands [2] - Nopoxin is confident in the long-term development of the blueberry industry, with 85% of funds from a planned private placement allocated for blueberry base and R&D center construction [3] - Century Huatong's gaming products launched in 2023 are performing well, with no signs of reaching their lifecycle peak, and the company has released at least 20 products this year [4] Group 2: Market Trends and Performance - The blueberry market is experiencing a positive trend, with exports to Japan performing well, and the company aims for growth through scale expansion and efficiency improvements [3] - Century Huatong's overseas market has a user overlap of about 20%, indicating potential for growth in international markets [4] - The company has seen a 91.21% growth in its best-performing public fund product over the past year, reflecting strong market performance [4]

Summary of the Conference Call for 博云特焊 Company Overview - 博云特焊 reported a significant recovery in Q3 2025, with net profit attributable to shareholders increasing by 37.44% year-on-year, reversing the downward trend observed in the first half of the year [2][3] - The gross profit margin improved to 27.32% quarter-on-quarter, indicating effective cost control and successful expansion into overseas markets [2][3] Key Financial Metrics - The company had a healthy cash flow and financial status, supporting its expansion and rapid development [3] - The total number of employees increased to approximately 1,200, with nearly 400 new hires in 2025, reflecting business expansion needs [2][5] Production Capacity and Expansion Plans - The Vietnam factory has 15 hardfacing production lines with an annual capacity of about 100,000 cubic meters; it also has 4 HRSG production lines, each capable of producing two HRSG units valued at approximately $4.5 million [2][6] - Plans to expand to 12 HRSG production lines by the end of 2026, with the first phase expected to be completed by April 2026 [6] Order and Profitability Insights - New orders target a net profit margin of over 20%, with pricing structures fixed post-quotation, although actual margins may fluctuate based on manufacturing costs [2][8] - The company aims to reduce reliance on waste incineration power generation, projecting its revenue share to drop to 50%, corresponding to about 300 million yuan [4][24] Market Strategy and Outlook - 博云特焊 is focusing on penetrating the Saudi Aramco market, with plans to expand into other markets subsequently [4][13] - The HRSG market is expected to face supply shortages in the next 3-5 years, with 博云特焊 targeting to become the largest supplier in the U.S. market [4][14] Employee Recruitment and Management - Recruitment in Vietnam has progressed well, with expectations to increase the workforce to 600 by April 2026 and 900 by the end of the year [7] - The core management team consists of Chinese personnel, while the majority of new hires are local Vietnamese [7] Shareholder Actions - 前海股东 has announced a 3% reduction in shareholding, with a potential further reduction of 2% without the need for additional announcements due to their holding dropping below 5% [2][10] - The chairman has no plans to reduce his holdings, citing a lack of motivation and previous dividends received [11][12] Competitive Landscape - The domestic waste incineration market is expected to grow, particularly in economically developed regions, while the penetration rate of hardfacing in existing waste incineration furnaces is below 20% [27] - The price war in the domestic waste incineration industry has eased, with prices previously dropping from over 20,000 yuan to around 7,000 yuan [28] Conclusion - 博云特焊 is positioned for growth with a focus on international markets, particularly in HRSG production and waste incineration technology, while maintaining a strong domestic presence. The company is actively managing costs and expanding its workforce to meet increasing demand.