证券代码：920002 证券简称：万达轴承 公告编号：2025-034 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 □媒体采访 □现场参观 江苏万达特种轴承股份有限公司 □新闻发布会 □分析师会议 □路演活动 √其他 (券商策略会) 二、 投资者关系活动情况 活动时间：2025 年 5 月 8 日 活动地点：北京嘉里大酒店 参会单位及人员：开源证券、东北证券、长江证券、中德高路、山西证券、 青创伯乐、兴业证券、山西证券、百嘉基金、明德天盛投资管理中心（排名不分 先后） 上市公司接待人员：公司董事会秘书、财务总监：吴来林先生；公司证券事 务代表严佳雯女士 三、 投资者关系活动主要内容 问题 1：目前，门架轴承和回转支承在叉车上的价值量情况如何？电动叉车 上的轴承价值量和传统内燃机叉车的轴承价值量是否一样？ 回答:若假设每辆叉车平均使用 12 套门架轴承（与中国轴承工业协会出具的 发行人市场份额测算方法一致），使用 1 套转向 ...

如今，人形机器人轻量化是市场和行业关注的重点，力星在这方面的布局情况如何？对此力星股份表 示，人形机器人的应用场景和工业化解决方案市场还在不断迭代中，"陶瓷球是一个积极的可能性轻量 化方案，但同时需要解决成本和原材料的稳定输入，公司研发团队正在验证中。" 力星股份（300421）近日举行业绩说明会，重点回应了公司产品在人形机器人领域的应用进展。 作为国内精密轴承钢球领域的龙头企业，力星股份轴承钢球广泛应用于汽车(燃油车、新能源汽车)、精 密数控机床、轻工家电、机器人，风力发电、工程机械、航空航天以及其他通用机械设备制造领域中所 需的各类轴承中。公司轴承钢球销售收入已连续多年排名国内第一，是目前国内唯一一家进入国际八大 轴承制造商采购体系的内资企业。 针对丝杠产品，力星股份在国内和国际市场分别有怎样的拓展计划？力星股份回应说，目前公司已经在 供微小丝杠的钢球，工业滚珠丝杠应用到机床、汽车丝杠大批量应用到驻车系统等。人形机器人行星滚 柱丝杆、灵巧手滚珠丝杠技术研发等均在有序推进中。"丝杠是公司开发第二业务曲线的重大转型项 目，力星35年的机加工能力储备，上下游滚动体和传动行业的积累，公司的丝杠开发敬请期待。" 力 ...

Core Viewpoint - Lixing Co., Ltd. demonstrates strong growth potential and strategic clarity during its 2024 online performance briefing, emphasizing innovation and digital transformation in the context of industry upgrades [1][2][3] Financial Performance - The company reported a net profit growth of 11.28% year-on-year in Q1 2025, attributed to optimized product structure and effective cost control measures [1] - The management aims for revenue targets of 2 billion yuan by 2025 and 3 billion yuan by 2028, supported by ongoing construction projects [3] Technological Innovation - Lixing has made significant breakthroughs in various technology fields, including the successful small-batch production of silicon nitride ceramic balls for applications in new energy vehicles and high-end machine tools [2] - The company’s products have passed tests for high-speed railway bearings, showcasing its strong technical capabilities and domestic substitution potential [2] Market Expansion - The company is actively expanding its market presence in the new energy vehicle sector, focusing on wheel hub and drive shaft product lines, while also increasing production capacity for micro screw steel balls for humanoid robots [2] - Lixing's international operations have progressed, with its South Carolina factory achieving mass production and the construction of a facility in Mexico, effectively addressing changes in the international trade environment [2] Capital Operations - The company is in the due diligence phase for the acquisition of Qingdao Feiyan Steel Ball, which will strengthen its strategic layout in the northern market [3] - Continuous optimization of product structure and enhanced market recognition are key focuses, alongside a commitment to shareholder returns through ongoing dividends [3] Strategic Direction - Lixing is committed to transitioning from traditional manufacturing to digital and intelligent operations, with a clear development path and solid technological foundation [3] - The company aims to enhance its core competitiveness through innovation-driven strategies, contributing to the development of China's high-end manufacturing industry [3]

【机构龙虎榜解读】军工+光栅尺+机器人,与客户签订] 光学系统研制合同,占2024年度营业收入40%,产品 满足最高的高端数控技术的需要,机构大额净买入这家公司 二、机构动向 今日机构参与度较昨日有所降低,净买卖额超1000万元个股共17只,净买入2只,净卖出15只,其中净买入奥普光电1.03亿、南 方精工6106万,净卖出航天南湖1.94亿、襄阳轴承1.16亿、浙江荣泰4607万。 三、焦点公司 奥普光电： 军工+光栅尺+机器人，光栅尺和编码器在半导体设备的测试至少三轮，已经进入收尾阶段。公司产品没有在DUV双 工件台上测试。在敞开式光栅尺的基础上,已开始高精度光栅刻划的研究工作,并完成了理论验证,预计在年底之前可完成高精 度(±1um) 光栅尺的正式样机;同时开展了超精尺的研发工作,尚处于原理样机开发阶段。公司近日与客户签订某型光学系统 研制合同,合同金额为2.97亿元人民币。该合同占公司2024年度经审计营业收入的39.84%。 控股子公司禹衡光学,主要做光删编码器,应用领域在同服、自动化、机器人、数控机床这些行业。禹衡光学主导产品光电编码 器,目前在市场上占比最多的是伺服电机行业,全行业数量上占比20 ...

申科滑动轴承股份有限公司 汉坤（证）字2025第 34332-1-O-4 号 中国广东省深圳市福田区中心四路 1-1 号嘉里建设广场第三座 20 层 518048 電話：(86 755) 3680 6500；傳真：(86 755) 3680 6599 北京 ? 上海 ? 深圳 ? 香港 ? 海口 ? 武汉 ? 新加坡 ? 纽约 www.hankunlaw.com 北京市汉坤（深圳）律师事务所 法律意见书 致：申科滑动轴承股份有限公司 北京市汉坤（深圳）律师事务所 关于 北京市汉坤（深圳）律师事务所（以下简称"本所"）接受申科滑动轴承股份 有限公司（以下简称"申科滑动"或"公司"）的委托，指派本所律师参加公司 2024 年年度股东大会（以下简称"本次股东大会"）进行法律见证。根据《中华人民共 和国公司法》（以下简称"《公司法》"）《中华人民共和国证券法》（以下简称 "《证券法》"）等有关法律、法规和规范性文件以及《申科滑动轴承股份有限公 司章程》（以下简称"《公司章程》"）的规定，本所律师对本次股东大会的召集、 召开程序、出席会议人员资格、召集人资格及会议表决程序、表决结果等事项出具 本法律意见书。 为出具本法 ...

Group 1 - The core viewpoint emphasizes the importance of industrial development as the foundation of economic growth, with a focus on reform and innovation to promote quality transformation in the industry by 2025 [1] - The city aims for a growth of over 7% in industrial added value and over 8% in industrial technological transformation investment for the year [1] - The "1285" work system will be implemented to strengthen the "reform to promote, seek quality through innovation" brand [1] Group 2 - The strategy includes enhancing industrial organization capabilities through a "chain leader system" and focusing on structural adjustment, ecological optimization, and integration of four chains [2] - Key industries targeted include non-ferrous metals, black metals, green chemicals, and agricultural product processing, with an emphasis on technological upgrades and digital transformation [2] - The plan aims to attract new enterprises in emerging industries such as information technology, health, and new energy [2] Group 3 - The initiative includes the establishment of a "1+N+X" digital economy ecosystem to promote smart industrial platform applications and AI integration in manufacturing [3] - The goal is to support the digital transformation of 1,000 small and medium-sized enterprises by showcasing 20 exemplary cases [3] - The focus will be on expanding digital industries, particularly in electronic materials and intelligent terminals [3] Group 4 - The green transformation strategy aims to deepen the construction of a green manufacturing system and cultivate 15 provincial-level green manufacturing units [4] - A combination of energy efficiency diagnostics and energy-saving inspections will be implemented to accelerate the green transition in traditional industries [4] - The plan includes a "per unit output benefit" evaluation reform to promote differentiated policies for industrial transformation [4] Group 5 - The city will implement a series of actions under the "Chat City Enterprise Home" initiative to enhance enterprise support and service efficiency [5] - The focus will be on immediate response to enterprise needs and efficient government services through an intelligent support platform [5] - Activities will include enterprise recruitment, policy promotion, and legal services to ensure compliance and operational efficiency [6] Group 6 - The industrial and information technology bureau will pursue high-end, intelligent, green, and cluster development directions while emphasizing reform and innovation [6] - The commitment is to promote the construction of a strong manufacturing city and contribute to the modernization of the region [6]

2025年05月07日，双飞集团2024年度业绩说明会在全景网顺利举行。出席本次业绩说明会的人员有董事 长、总经理周引春、董事、董事会秘书浦四金、董事、财务总监单亚元、独立董事汪萍。 5、问：公司今年的发展规划是什么 根据全景数据后台统计，在今天的交流过程中，来自全国多个省、市地区的投资者共向上市公司提问26 个，公司嘉宾共回答问题25个，答复率96.15%，充分实现了上市公司与投资者的良好互动。 以下为业绩说明会问答实录： 1、问：贵公司与长盛公司同处浙江嘉善，主营相同，都从事无油轴承、滑动轴承的生产，有相同的三 层复合、双金属和铜基镶嵌固体润滑轴承，两公司营收和行业地位相差不大。长盛公司市值值240亿， 贵司才60亿，严重低估，希望公司管理层加强市值管理回报股东。 回答：公司暂未回复。 2、问：公司在未来如何平衡利润分配与业务扩展，以确保股东回报的可持续性？【征集问题】 回答：6688你好！每年分红是企业的作风，企业上市之前就每年分红，利润分配后不影响正常的业务扩 大所需的流动资金，企业努力谋求发展，确保每年分红只增不减。 3、问：领导，您好！我来自四川大决策自润滑轴承行业竞争激烈，公司如何通过材料研发或 ...

崇德科技 20250506 摘要 • 公司 2025 年一季度毛利率略降，因高毛利率核电产品交付延期，但全年 预计稳中有升。截至目前，在手订单比年初增长超 40%，国际客户订单同 比增长近 70%，出口订单同比增长 80%，显示强劲增长势头。 • 核电领域，新项目开工，公司通过国产化审核获得批量订单，收入确认周 期通常为三年，2025 年和 2026 年将是主要收入确认年份，目前约 1 亿 订单集中在今年和明年交付。 • 滚动轴承业务转型，不再作为重点投入方向，转向工业服务，拓展全国市 场，与滑动轴承业务协同，提供后市场解决方案。去年业绩受转型期和风 电业务影响较大。 • 公司滑动轴承在核电机组配套价值量约为 2000 万至 3,000 万元，占据国 内主泵轴承市场较大份额，汽轮机领域几乎没有竞争对手，大部分需求由 公司满足。 • 公司经营性现金流净额变化主要因支付方式改变和斯凯孚取消授信，需现 金支付采购款项。应收账款和票据增加，但总体健康有序。 Q&A 请介绍一下崇达科技在 2024 年的业务表现及各个下游领域的具体情况。 在 2024 年，崇达科技在公司管理层的努力下取得了不错的成绩。尽管风电业 务对公 ...

聚焦富民兴业，在推进乡村全面振兴上实干争先。山东是经济大省也是农业强省，做好"三农"工作是我 们发展经济的基本盘和先手棋。我们坚持把农业农村优先发展作为"固本之策"，推动农业增效益、农村 增活力、农民增收入，全力打造平原特色乡村振兴齐鲁样板示范区。高质量推进产业振兴。重点抓好食 药用菌、渔业水产、粮油加工等农业特色产业，在延长链条、提升品质、拓展市场上下更大功夫，推动 乡村产业优化升级、提质增效。高水平推动城乡融合。推进烟潘唐一体化，合理布局产业园区、公共平 台、蓝绿空间、路网体系等，塑造宜居、宜业、宜贸、宜学的城镇新风貌，争做全省城镇区域一体化发 展排头兵。 （作者系山东省临清市委书记） （文章来源：经济日报） "郡县富、天下足"，县域经济若能蹄疾步稳，经济高质量发展就有了着力点和突破口。作为承上启下的 关键节点，县域经济既是政策落地的"最后一公里"，也是产业升级的"前沿第一线"，在地区经济中占据 重要地位。经济大省挑大梁，县域经济必须要勇争先。以一域之光为全局添彩，以更高站位、更实举措 持续推动县域经济高质量发展。 作为鲁西重要节点城市，近年来，临清市立足县域实际，充分发挥比较优势，挖掘自身潜能、发挥特色 ...

Core Viewpoint - The top-performing stocks in April include United Chemical and Guofang Group, with significant price increases of 159.09% and 117.10% respectively, amidst a general market decline [1][3]. Stock Performance Summary - **United Chemical**: Achieved a cumulative increase of 159.09% in April, with two trading days recording a 20% limit up. The company reported a revenue of 535 million yuan for 2024, a 24.80% increase year-on-year, and a net profit of 56.43 million yuan, up 66.81% [5]. - **Guofang Group**: Experienced a 117.10% increase, despite multiple risk warnings. The company reported a revenue of 757 million yuan for 2024, a 21.92% decrease, and a net profit of 58.01 million yuan, down 63.23% [6]. - **Hongbaoli**: Recorded a 104.27% increase, with eight trading days hitting the limit up. The company is undergoing technical modifications for its epoxy propylene project, which has not yet generated sales revenue [7]. - **ST Yushun**: Increased by 88.49%, with 16 trading days hitting the limit up. The company announced a significant asset restructuring involving a data center project [8]. - **Zhongqi New Materials**: Achieved an 85.72% increase, with a major share transfer that changed its controlling shareholder [9]. - **Lintai New Materials**: Increased by 84.94%, reporting a revenue of 101 million yuan for Q1 2025, a 107.43% increase, and a net profit of 38.36 million yuan, up 287.62% [10]. - **Wancheng Group**: Increased by 82.79%, reporting a revenue of 10.821 billion yuan for Q1 2025, a 124.02% increase, and a net profit of 215 million yuan, up 3344.13% [11][12]. - **Anji Food**: Increased by 76.69%, with a revenue of 607 million yuan for 2024, a 4.06% decrease, and a net profit of 38.33 million yuan, up 23.29% [13]. - **Leshan Electric Power**: Increased by 71.69%, with multiple risk warnings regarding high stock price increases [14]. - **Redick**: Increased by 70.20%, with ongoing uncertainty regarding its acquisition activities [15].