【环球时报驻日本特约记者 严格 环球时报记者 马梦阳】"日本公司正面临美国政府钢铁和铝关税的广 泛影响。"《日经亚洲评论》28日报道称，美国政府将以钢铁和铝为原材料的商品作为"衍生商品"，纳 入征税对象，"（日本）企业需要承担比最初想象更重的负担，从建筑设备到叉子、刀具等餐具，已经 涉及至少720种产品"。 今年7月，日美达成协议，日本输美产品的"对等关税"、汽车及汽车零部件税率为15%。明确关税税率 让企业更容易制定策略，以消化额外成本，但钢铁和铝关税"改变了游戏规则"，因为企业继续面临更多 类别被纳入"衍生商品"清单的风险。9月19日，日本经济产业大臣武藤容治在谈到扩大钢铁和铝关税产 品时说："我们将努力确定影响，同时与相关行业进行协调。" 面对复杂的钢铝关税，向美出口割草机的日企山彦表示，由于关税的计算方式不清晰，公司目前无法详 细核算自身会受到多大影响。日本一家轴承制造企业有关人士表示："如果不能明确征收钢铁和铝关税 的零部件，转嫁成本也很难。" 此外，美国商务部本月还启动了一项调查，以判断是否需要对机床、工业机器人和医疗设备征收特定行 业的关税或限制进口。据报道，日本机床行业正屏息观望最终的关税税率 ...

传统产业转型升级是推动我国经济高质量发展的重要抓手。习近平总书记年内多次考察均聚焦这一领域，强调要让老工业基地焕发新活力。"老厂焕 新记"系列节目从全国众多制造业老企业里，特意选出了几家始建于"一五"时期的工厂，兵分多路深入探访。 从依靠进口到实现国产化突破，从"想都不敢想"到如今的国际先进水平，这家有着70多年历史的老企业，究竟是怎么在高端轴承领域进行的突破呢？ 凌红，作为这根16兆瓦风电主轴轴承的总工程师，至今回忆起研发历程仍历历在目。当时，国内一家大型风电企业推进海上风电建设，最初已敲定选 用国外品牌的产品。然而，国外厂商未按约定时间完成研发。这时候，凌红团队以"替补选手"身份接下这项艰巨任务。 本期我们一起去河南洛阳的洛轴集团，看看一根轴承的跨越式发展。 一根轴承的"突围战" 提起轴承，很多人都不陌生，它号称工业的"关节"，在生活中随处可见，从马路上行驶的各种车辆，到大型风力发电设备，都有它的身影。但在过去 很长一段时间里，我国的高端轴承长期依赖进口，如今，我国的关键轴承技术获得了重大突破，也打破了这个格局。 您现在看到的这台风机，是已经并网发电的16兆瓦海上风电"巨人"。几十上百米长、重量以吨计的风 ...

其核心设计在于滚子的交叉排列方式，结构特点为内外圈一体化设计，滚子呈90°交叉排列，相邻滚子 方向垂直；工作原理为滚子与滚道呈线接触，同时承受径向力、轴向力和倾覆力矩，实现多方向载荷的 高效承载。其相比普通轴承，结构更紧凑，刚性提升50%以上，且旋转精度可达微米级。就技术壁垒而 言，其高技术壁垒主要体现在精密加工（需极高的尺寸精度和旋转精度，误差需控制在微米级）、材料 工艺（需采用高强度、高韧性的材料，确保在重载和冲击载荷下的可靠性，且高精度磨床是保证精度的 核心设备）和装配检测（装配精度要求极高，需确保滚子与滚道的完美配合）等方面，目前市场仍由国 际巨头主导。 薄壁交叉滚子轴承是机器人中的关键角色。在各类精密减速机中扮演着不可或缺的角色，是其实现高精 度、高刚性回转运动的核心支撑元件。以谐波减速机为例，薄壁交叉滚子轴承主要用于谐波减速器的输 出端，核心功能为直接支撑柔轮或与输出轴连接，承受输出端的径向力、轴向力和倾覆力矩。 事件：近日，联域股份与洛阳奥维特精密轴承有限公司举行战略合作签约仪式，联域股份战略投资入股 洛阳奥维特，成为其主要股东。洛阳奥维特，长期聚焦精密轴承主业，已成为众多国内知名装备制造企 业 ...

宇捷轴承走专精特新之路，与济南大学合作开展基于组织调控的高性能轴承关键制造技术及应用，从精密仿形锻造、无氧退火、可控气氛盐浴淬火等环节 优化轴承内部组织结构，实现0脱碳，硬度均匀性1HRC以内，形成压应力层，使用寿命提升30%以上。此项技术应用于冶金、化工重型机械等高端领域， 相关YJ-T系列调心滚子轴承可适配大型设备主轴转动需求，显著提升了设备运行稳定性，降低了运维频次与成本。 同时，企业联合河南科技大学、山东大学开发安全可控调心滚子轴承柔性智能生产线，采用数字孪生技术，使产品精度达到P5等级，生产周期由60天缩 短到40天，节约劳动力成本30%；此项技术聚焦高端装备制造领域，产出的高精度轴承可满足大型纸机、大型煤机机组、钢铁连轧设备的严苛适配需求， 产品50%以上出口欧美国家，并成功配套国内大型钢铁、煤机等企业，实现替代进口，打破了国外品牌在高端轴承市场的垄断。 公司作为轴承和轴承热处理国家标准起草单位之一，UXG品牌调心滚子轴承在国家行检全部合格并被评为"优等品"，在风机、冶金、矿山、油田、造纸 等重载领域深受客户好评，是中国冶金目录推荐产品，是工程机械轴承、重型机械轴承、石油化工设备轴承、通用机械轴承 ...

证券日报网讯 力星股份9月24日在互动平台回答投资者提问时表示，公司目前重点开发的氮化硅陶瓷球 产品尚处于小批量生产和样品认证阶段，主要产品应用领域包括：工业母机、精磨机床的高转速主轴轴 承、新能源汽车电驱系统等。 （编辑 王雪儿） ...

截至9月19日，崇德科技股东户数8500.00，较上期增加4.94%；人均流通股3086股，较上期减少4.71%。 2025年1月-6月，崇德科技实现营业收入2.83亿元，同比增长8.59%；归母净利润6627.81万元，同比增长 5.15%。 9月23日，崇德科技跌0.99%，成交额7194.85万元。两融数据显示，当日崇德科技获融资买入额1255.86 万元，融资偿还621.52万元，融资净买入634.34万元。截至9月23日，崇德科技融资融券余额合计 7746.43万元。 融资方面，崇德科技当日融资买入1255.86万元。当前融资余额7746.43万元，占流通市值的4.08%，融 资余额低于近一年50%分位水平，处于较低位。 融券方面，崇德科技9月23日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年80%分位水平，处于高位。 资料显示，湖南崇德科技股份有限公司位于湖南省湘潭市高新区茶园路9号，成立日期2003年11月12 日，上市日期2023年9月20日，公司主营业务涉及动压油膜滑动轴承的研发、设计、生产及销售,滚动轴 ...

Core Insights - The company is a key supplier in the bearing industry, focusing on bearing rings, with a projected revenue share of 95.5% from bearing rings in 2024 [1] - The company has shown steady revenue growth, achieving a revenue of 1.146 billion yuan in 2024, a year-on-year increase of 15.98%, but faced a net profit decline of 30.69% to 26 million yuan [1] - The gross margin has slightly improved, with a comprehensive gross margin of 13.21% in 2024, increasing to 14.93% in the first half of 2025 [1] Financial Performance - In 2024, the company reported a revenue of 1.146 billion yuan, up 15.98% year-on-year [1] - The net profit for 2024 was 26 million yuan, down 30.69% year-on-year, but rebounded to 25 million yuan in the first half of 2025, a 94% increase [1] - The comprehensive gross margin improved from 13.21% in 2024 to 14.93% in the first half of 2025 [1] Market Position and Competition - The bearing industry has a fragmented competitive landscape, with domestic competitors including Wuzhou Xinchun and Zhejiang Xinzi Precision Machinery [2] - The company has opportunities to increase its market share, particularly with the introduction of new insulated bearing rings currently in the testing phase [2] New Business Opportunities - The company is entering the planetary roller screw market, which is crucial for humanoid robots, with a projected demand of 70 million units by 2030 [3] - The technology used in the planetary roller screw business overlaps 60% to 70% with existing bearing ring operations, allowing for significant technical reuse [3] - A production line for 500,000 sets of screws is planned to be established by 2025 [3] Growth Projections - Revenue forecasts for the company are 1.349 billion yuan in 2025, 1.689 billion yuan in 2026, and 2.178 billion yuan in 2027 [3] - Projected net profits are 75 million yuan in 2025, 120 million yuan in 2026, and 181 million yuan in 2027 [3] - The company is expected to benefit from the development of low-cost insulated bearing rings and the growth of humanoid robots [3]

Core Viewpoint - Chongde Technology (301548.SZ) is actively engaging in the distribution of rolling bearing products from SKF and is focusing on the development of air-floating bearings and precision air-floating spindle products through a collaborative approach [1] Group 1: Company Strategy - The company has established a research and development team dedicated to air-floating bearings [1] - A market demand survey for air-floating bearings has been completed to inform future development [1] - The company aims to achieve breakthrough development through a strategy of "independent research and development + international cooperation + technology introduction" [1]

Group 1 - The core viewpoint of the news is that Longxi Co., Ltd. experienced a decline in stock price, dropping by 5.01% to 27.71 CNY per share, with a trading volume of 605 million CNY and a turnover rate of 5.34%, resulting in a total market capitalization of 11.072 billion CNY [1] - Longxi Co., Ltd. specializes in the research, production, and sales of various types of bearings, gearboxes, and supply chain services, with its main business revenue composition being 50.87% from bearing products, 44.40% from other trades (such as steel), 2.38% from gearboxes, and smaller percentages from other categories [1] Group 2 - From the perspective of fund holdings, the Oriental Alpha Fund has a significant position in Longxi Co., Ltd., with its Oriental Alpha Preferred Mixed A Fund holding 1.1927 million shares, accounting for 3.69% of the fund's net value, making it the sixth-largest holding [2] - The Oriental Alpha Preferred Mixed A Fund has achieved a year-to-date return of 73.73% and a one-year return of 124.3%, ranking 290 out of 8172 and 274 out of 7995 respectively [2]

Group 1 - The core point of the news is the decline in the stock price of Longxi Co., which fell by 5.01% to 27.71 CNY per share, with a trading volume of 605 million CNY and a turnover rate of 5.34%, resulting in a total market capitalization of 11.072 billion CNY [1] - Longxi Co. specializes in the research, production, and sales of various types of bearings, gearboxes, and related supply chain services, with its main business revenue composition being 50.87% from bearing products, 44.40% from other trades (such as steel), 2.38% from gearboxes, and smaller percentages from other categories [1] Group 2 - From the perspective of fund holdings, one fund under Caitong Securities Asset Management has a significant position in Longxi Co., with the Caitong Asset Management Zhenxiang Growth Mixed A fund holding 859,800 shares, accounting for 8.69% of the fund's net value, making it the largest holding [2] - The Caitong Asset Management Zhenxiang Growth Mixed A fund has experienced a year-to-date return of 40.85% and a one-year return of 85.1%, ranking 1736 out of 8172 and 1063 out of 7995 respectively in its category [2]