Core Viewpoint - The manufacturing industry is a crucial pillar of the national economy, and advancing modernization in China requires maintaining a reasonable proportion of manufacturing. The industry must leverage technological empowerment and focus on independent innovation [1]. Company Overview - Luoyang Bearing Group Co., Ltd. (referred to as "Luoyang Bearing Group") was established in 1954 and has developed a product range covering nine categories and over 30,000 types, widely used in various sectors including wind power, rail transportation, automotive, mining metallurgy, engineering machinery, and marine [1][3]. Technological Innovation - The company has made significant strides in technological innovation, with high-end bearing products accounting for 70% of total output value. During the 14th Five-Year Plan period, 13 technological achievements have reached international standards, and the domestic market share for wind power main bearings exceeds 40% [4][5]. - The company has developed the first domestic 16-megawatt wind power main bearing, addressing critical industry challenges and marking a transition from following to leading in innovation [5]. Production Capabilities - The intelligent factory of Luoyang Bearing Group showcases advanced manufacturing capabilities, featuring a fully automated production line that enhances efficiency and product quality. The factory is recognized as having a leading level of intelligence both domestically and internationally [7][8]. Financial Performance - In 2024, Luoyang Bearing Group achieved a revenue of 4.699 billion yuan, with aspirations to reach 15 billion yuan by 2030. The company is also planning to leverage capital markets to enhance its technological innovation capabilities and market share [8]. Talent Development - The company emphasizes the importance of talent cultivation, with a mentorship system in place where experienced workers guide new employees. This approach fosters a culture of continuous learning and skill enhancement [10][11].

Group 1 - The core viewpoint of the articles highlights that the recent release of new restructuring regulations is expected to revitalize the mergers and acquisitions market, as evidenced by companies like Guangyang Co. and Electric Investment Energy quickly announcing significant asset restructuring plans [1][2] - Guangyang Co. plans to issue shares and pay cash to acquire 100% of Yinqiu Technology, with the transaction expected to constitute a major asset restructuring, and the company will suspend trading from May 19 for up to 10 trading days [1] - Yinqiu Technology is a precision bearing manufacturer with an annual production capacity of 900 million sets, serving various industries including home appliances and automotive, which aligns with Guangyang Co.'s focus on the bearing sector, indicating potential for industrial synergy [1] Group 2 - Electric Investment Energy intends to acquire 100% of Baiyinhua Coal Power from the State Power Investment Corporation through a combination of share issuance and cash payment, which will significantly enhance the company's asset scale and business strength [2] - The recent amendments to the "Major Asset Restructuring Management Measures for Listed Companies" by the CSRC encourage private equity participation in mergers and acquisitions, introducing simplified review processes and new regulatory adjustments [2] - Since the introduction of the "M&A Six Guidelines" last September, over 1,400 asset restructuring cases have been disclosed, with significant increases in both the number and value of major asset restructurings compared to the previous year [2]

【深圳商报讯】（记者陈燕青）在重组新规发布后，光洋股份、电投能源等公司第一时间推出了定增收 购资产的重大资产重组方案。业内认为，随着新规的发布，未来并购重组市场将进一步回暖。 5月18日晚间，光洋股份公告称，公司正在筹划发行股份及支付现金方式购买银球科技100%股权并募集 配套资金。本次交易预计构成重大资产重组，不构成重组上市，公司股票自5月19日开市起停牌，预计 在不超过10个交易日的时间内披露本次交易方案。 官网显示，银球科技是一家集研发、生产、销售为一体的精密轴承制造商，具备年产9亿套轴承的能 力，产品应用于家电、汽车、工业电机、纺织机械、高速吸尘器等领域。银球科技与光洋股份均深耕轴 承领域，此次交易有助于实现产业协同。 同日，电投能源披露重组预案称，公司拟通过发行股份及支付现金的方式购买国家电投集团内蒙古能源 有限公司持有的白音华煤电100%股权并通过定增募集配套资金。本次交易预计构成重大资产重组和关 联交易。此前，电投能源已于5月6日开市起停牌，公司股票5月19日开市起复牌。 电投能源主营业务收入主要包括煤炭产品、电力产品、电解铝产品。白音华煤电主营业务为煤炭、铝及 电力产品的生产和销售，拥有白音华 ...

Core Viewpoint - The company is expanding its business into humanoid robot components, collaborating with manufacturers and conducting research based on market demands, although the timeline for industry capacity expansion remains uncertain [1][3]. Company Performance - In 2023, the company achieved revenue of 1.137 billion yuan, a year-on-year increase of 2.89%, and a net profit of 229 million yuan, a year-on-year decrease of 5.43% [1]. - The company's main products include self-lubricating bearings and low-friction components, which are used in various industries such as automotive, engineering machinery, and robotics [1]. Industry Insights - The humanoid robot industry is projected to grow significantly, with global market sales expected to reach 12,400 units and a market size of 6.339 billion yuan by 2025, and over 640 billion yuan by 2030 [3]. - Bearings are essential components in robots, providing support, guiding rotation, and reducing friction, with sliding bearings being particularly advantageous due to their larger contact area and lower maintenance costs [2]. Product Development and Market Strategy - The company is currently producing small batches of robot components, which account for less than 1% of its main business revenue, while some products are still in the sampling and testing phase [2]. - The company aims to strengthen collaboration with the robotics industry and develop customized solutions based on client needs [2]. Market Position and Competitive Advantage - The company's sliding bearings hold a 1% market share in the global automotive market, with advantages in product performance and stability compared to domestic competitors, and pricing and delivery efficiency compared to overseas competitors [4]. - The company has seen a steady increase in orders, as traditional components like bearings are less subject to price cuts compared to higher-value parts like chips and batteries [5]. Supply Chain and Raw Material Management - The company’s production costs are significantly influenced by copper prices, which are a major component of its raw materials [5]. - The company maintains a safety stock based on average usage and supplier requirements, with raw material inventory levels between one to one and a half months [5].

新华社北京5月20日电 题：做推动高质量发展和高效能治理的践行者——习近平总书记在河南考察 时的重要讲话激励干部群众奋勇争先谱新篇 新华社记者 习近平总书记近日在河南考察并发表重要讲话。广大干部群众表示，要以习近平总书记重要讲话精 神为遵循，全面深化改革开放，完整准确全面贯彻新发展理念，凝心聚力、鼓足干劲，自觉做推动高质 量发展和高效能治理的践行者，奋力谱写中国式现代化新篇章。 坚持创新引领 牢牢把握高质量发展首要任务 机器轰鸣中，洛阳轴承集团股份有限公司的生产线上，工人们正在忙碌作业。9大类型、3万余种产 品在这里制造，应用于航空航天、工程机械、风力发电等领域。 "习近平总书记对我们说，现代制造业离不开科技赋能，要大力加强技术攻关，走自主创新的发展 路子。这坚定了我们做好制造业、挺起民族轴承工业脊梁的决心。"现场聆听习近平总书记的重要讲 话，洛阳轴承集团股份有限公司董事长王新莹感到肩上的担子更重了。 王新莹表示，企业将加大科技研发力度，积极拥抱数字化智能化浪潮，提升核心竞争力，让轴承这 一机械设备的核心基础零部件更好服务于各产业，实现从传统制造向先进制造的跃升。 制造业是国民经济的重要支柱，科技创新是推动高 ...

Core Insights - The visit of General Secretary Xi Jinping to Luoyang highlights the importance of both modern industrial production and cultural heritage preservation, showcasing the dedication of workers in both fields [4][8][18] Group 1: Industrial Sector - Luoyang Bearing Group is focused on producing high-quality industrial components, emphasizing precision and stability in their manufacturing processes [9][13] - A notable product from Luoyang Bearing Group is a wind power main bearing that generates over 34 kilowatt-hours per rotation, which has successfully withstood four severe typhoons after overcoming significant technical challenges [13][19] - The company is committed to nurturing skilled talent, with experienced workers like Yin Shuangyang aiming to pass on their expertise to younger generations [19] Group 2: Cultural Heritage Preservation - The Longmen Grottoes research team is dedicated to meticulously documenting and preserving historical artifacts, with tasks requiring extensive time and attention to detail [11][15] - Modern technology, such as 3D printing and ground-penetrating radar, is being utilized to enhance the efficiency and effectiveness of cultural preservation efforts [15] - The preservation of cultural heritage is seen as a way to maintain the continuity of civilization and the craftsmanship of ancient artisans [18]

Core Viewpoint - The article emphasizes the critical importance of manufacturing, particularly in the context of China's industrial development and the need to strengthen the foundational capabilities of the manufacturing sector [2][4][5]. Group 1: Importance of Manufacturing - Manufacturing is described as the foundation of the nation and a key driver for national strength, with a focus on basic components, materials, and processes being essential for maintaining supply chain stability and promoting transformation [2][4]. - The significance of bearings, as a core component in various machinery, is highlighted, indicating their role in enhancing competitiveness in emerging industries like robotics and electric vehicles [2][4]. Group 2: Strategic Emphasis on Innovation - The article outlines the necessity for China to focus on high-quality development in manufacturing, with a call for innovation and mastery of key technologies [5][9]. - The importance of digital transformation and the integration of advanced technologies in manufacturing processes is underscored, with examples from the Luoyang Bearing Group showcasing their advancements in smart manufacturing [10][12]. Group 3: Policy and Planning - A series of strategic initiatives and policies have been introduced to bolster the manufacturing sector, including the emphasis on upgrading industrial foundations and modernizing supply chains [6][7][8]. - The "14th Five-Year Plan" outlines specific goals to address bottlenecks in foundational components and technologies, aiming to cultivate specialized and innovative enterprises [8][12]. Group 4: Future Directions - The article concludes with a forward-looking perspective, stressing the need for continuous innovation and structural adjustments in the manufacturing base to achieve sustainable economic and ecological benefits [12][13]. - The call for a collaborative approach to enhance overall efficiency and leverage China's vast market advantages is also emphasized [12].

□媒体采访 证券代码：920002 证券简称：万达轴承 公告编号：2025-036 江苏万达特种轴承股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 □现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2025 年 5 月 19 日 15:00-16:00 活动地点：江苏万达特种轴承股份有限公司（以下简称"公司"）于 2025 年 5 月 19 日 15:00-16:00 在全景网"投资者关系互动平台"（https://ir.p5w.net） 采用网络远程的方式召开公司2024年年度报告暨2025年一季度报告业绩说明会。 参会单位及人员：通过网络方式参加公司 2024 年年度报告暨 2025 年一季度 报告业绩说明会的投资者。 上市公司接待人员：公司董事长：徐群生先生；公司副董事长：徐明先生； 公司董事、总经理：徐飞先生；公司董事、副总经理：顾勤先生；公司董事、副 总经理 ...

Group 1 - The company achieved a revenue of 346 million yuan in 2024, a year-on-year increase of 0.64%, and a net profit of 57.57 million yuan, up 16.30% year-on-year [1] - In the first quarter of 2025, the company continued its positive growth trend, with revenue reaching 88.37 million yuan, a year-on-year increase of 3.31%, and a net profit of 18.53 million yuan, a significant increase of 29.95% year-on-year [1] - The company is a leading player in the domestic forklift bearing segment, with its products recognized by internationally renowned enterprises and maintaining a leading global market share [1] Group 2 - The company has developed a new type of 0.5T-10T forklift mast bearing, filling a domestic gap and achieving international advanced quality standards, which supports the domestic substitution process [1] - Future growth is expected from the recovery of the manufacturing industry and increased demand in warehousing and logistics, which will boost bearing demand [1] - The acceleration of industrial robots in sectors like automotive and electronics, along with the rapid development of emerging industries such as photovoltaics and semiconductors, will create new market opportunities for the bearing industry [1] Group 3 - The company has established quality clients in the industrial robot sector, including Hikvision Robotics and SANY Robotics, and plans to focus on high-value products like industrial robot turntable bearings [2] - The company is a national high-tech enterprise and one of the first "specialized, refined, and innovative" small giant enterprises, holding a leading position in the forklift bearing niche [2] - The company aims to continue driving innovation through product high-end and intelligent transformation to consolidate its market position and achieve sustained growth [2]

Core Viewpoint - The visit of General Secretary Xi Jinping to Luoyang Bearing Group Co., Ltd. highlights the importance of advancing manufacturing capabilities in the region, showcasing the company's contributions to key national projects and its ongoing technological innovations [1][6][11]. Company Overview - Luoyang Bearing Group Co., Ltd. was established in 1954, marking its long history in the bearing manufacturing industry [3]. - The company has participated in numerous national and provincial key projects, contributing significantly to major national equipment [6]. Technological Advancements - In recent years, the company has been focusing on technological innovation, enabling its development towards high-end and intelligent manufacturing [11]. - The company features a smart factory equipped with automated guided vehicles (AGVs) and advanced quality inspection processes [13][15][16]. Product Range - The company produces a variety of bearing products, including those for wind power, aerospace, subway trains, medical CT machines, and shield tunneling machines [8][9][10].