人民财讯11月18日电，斯菱股份（301550）11月18日公告，公司拟以3.92亿元购买宁波银球科技股份有 限公司(简称"银球科技")24.3427%股权。标的公司主营业务为微型、小型、一体化等精密轴承的研发、 生产及销售，相关产品主要应用于家用电器、工业电机、汽车零部件、纺织机械、机器人等领域，主要 客户群体包括国内外知名的家电制造企业及工业电机制造企业，如戴森(Dyson)、尼得科(Nidec)、美的 集团（000333）、卧龙电驱（600580）、格力集团等，在精密轴承领域具有行业领先地位。公司本次购 买标的公司股权有助于拓展精密轴承业务，通过发挥产业协同效应，共同推动在汽车零部件及人形机器 人用精密轴承等重要领域的深度合作。 ...

标的公司主营业务为微型、小型、一体化等精密轴承的研发、生产及销售，相关产品主要应用于家用电 器、工业电机、汽车零部件、纺织机械、机器人等领域，主要客户群体包括国内外知名的家电制造企业 及工业电机制造企业，如戴森（Dyson）、尼得科（Nidec）、美的集团、卧龙电驱、格力集团等，在精 密轴承领域具有行业领先地位。公司本次购买标的公司股权有助于拓展精密轴承业务，通过发挥产业协 同效应，共同推动在汽车零部件及人形机器人用精密轴承等重要领域的深度合作，进一步提升公司综合 竞争能力及整体盈利能力，为股东创造更大的价值。 格隆汇11月18日丨斯菱股份(301550.SZ)公布，为满足公司战略发展需要，同时进一步拓展精密轴承业 务，公司于2025年11月18日与宁波银球科技股份有限公司（简称"标的公司"或"银球科技"）股东胡永 朋、李定华签署了《浙江斯菱汽车轴承股份有限公司与胡永朋、李定华关于宁波银球科技股份有限公司 之股份转让协议》，公司以自有资金或自筹资金392,225,364.00元购买标的公司24.3427%股权（对应 23,076,833股股份），其中分别向胡永朋、李定华购买其持有的标的公司22.3427%股权 ...

崇德科技(301548.SZ)发布投资者关系活动记录表公告称，公司的主要产品和服务为动压油膜滑动轴承 产品、风电滑动轴承、高速永磁电机产品及工业传动及服务，聚焦于能源发电、工业驱动、石油化工及 船舶等领域，滑动轴承产品广泛应用于重大装备、高精设备如重型燃气轮机、大型汽轮机、风力发电设 备、高效压缩机、高速电机、泵及齿轮箱等装备，为关键基础零部件。公司深耕核电滑动轴承多年，通 过持续自主创新推动国产化替代，已具备为核电领域含岛内主冷却剂泵在内的重大装配提供高可靠性滑 动轴承设计-制造-测试监测-评价等全套解决方案。通过长时间的厚积薄发，公司近年来核电装备配套订 单显著增加，承接了多个核电轴承项目，公司核电轴承订单已创新高。 ...

Core Viewpoint - Chongde Technology shows strong performance growth driven by its focus on sliding bearing core business and advancements in high-performance bearing technology [1] Group 1: Business Performance - The company’s self-developed hydrodynamic oil film sliding bearing products are widely used in high-end fields such as energy generation, industrial drive, petrochemicals, and shipping, with market shares projected at 24.30%, 55.10%, 10.24%, and 6.06% respectively by the first half of 2025 [1] - The overall performance remains robust with a strong profit growth momentum, supported by increased orders in high-end energy sectors such as nuclear power, wind power, gas turbines, and petrochemicals [1] Group 2: Technological Advancements - The company has achieved several key breakthroughs in high-performance bearing technology, making substantial progress in hydrodynamic oil film sliding bearings, new material applications, and new bearing product lines [1] - The acquisition of German company Levicron enhances the company’s technological layout and drives its international strategy, boosting global competitiveness [1] Group 3: Market Strategy - The company is responding to the power demands of data centers by supplying bearings to Dongfang Electric, indicating a strategic alignment with market needs [1]

证券代码：301548 证券简称：崇德科技 湖南崇德科技股份有限公司 投资者关系活动记录表 答：公司深耕核电滑动轴承多年，通过持续自主创新推动国产化替代，已具备为 核电领域含岛内主冷却剂泵在内的重大装配提供高可靠性滑动轴承设计-制造-测试- 监测-评价等全套解决方案。通过长时间的厚积薄发，公司近年来核电装备配套订单 显著增加，承接了多个核电轴承项目，公司核电轴承订单已创新高。同时，为进一步 巩固公司核电板块的技术实力和市场地位，公司建设了主泵轴承专门生产线，提升产 能和品质保障能力。 6、公司的产能利用情况？ 编号：2025-010 | | 特定对象调研 □分析师会议 ☑ | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 | | 参与单位名称 | 名单如下（排名不分先后）： | | 及人员姓名 | 长城基金（林皓）、长城证券（孙诗宁） | | 时 间 | 年 月 日 2025 11 17 10:00-11:30 | | 地 点 | 公司会议室 | | 上市公司接待 | 龙畅（副总经理、财务总 ...

Core Insights - The company focuses on the research, design, production, and sales of hydrodynamic oil film sliding bearings, with strong performance growth in recent periods [1][2][5] Revenue and Profitability - In Q3 2025, the company achieved operating revenue of 162 million yuan, a year-on-year increase of 48.04%, and a net profit attributable to shareholders of 36 million yuan, up 60.87% [2] - For the first three quarters of 2025, operating revenue, net profit, and net profit after deducting non-recurring gains and losses were 445 million yuan, 102 million yuan, and 89 million yuan, respectively, representing year-on-year growth of 20.25%, 19.68%, and 24.44% [2] - The gross margin and net margin for the first three quarters were 37.22% and 22.97%, showing slight declines of 0.95 percentage points and 0.06 percentage points year-on-year [2] Product and Market Development - The company’s self-developed hydrodynamic oil film sliding bearings are widely used in high-end fields such as energy generation, industrial drive, petrochemicals, and shipping, with significant order increases in nuclear power, wind power, gas turbines, and petrochemical sectors [1][5] - The company’s overseas revenue reached 44 million yuan in the first half of 2025, accounting for 15.37% of total revenue, with a year-on-year growth of 14.58% [4] Strategic Acquisitions - The company completed the acquisition of 100% of German Levicron GmbH for 8.5 million euros, enhancing its technological capabilities and international competitiveness [3] - Levicron GmbH's core products include ultra-precision CNC machine tool spindle systems, which will help the company establish a no-oil lubrication bearing technology system and access the European high-end manufacturing market [3] Future Projections - Revenue forecasts for 2025, 2026, and 2027 are 585 million yuan, 665 million yuan, and 816 million yuan, respectively, with corresponding EPS of 1.54 yuan, 1.86 yuan, and 2.14 yuan [5] - The current stock price corresponds to PE ratios of 35.5, 29.5, and 25.6 for the years 2025, 2026, and 2027 [5]

Investment Rating - The report assigns a "Buy" investment rating for the company, marking its first coverage [9]. Core Insights - The company focuses on the research, design, production, and sales of hydrodynamic oil film sliding bearings, with strong performance growth observed [4]. - In the first half of 2025, the company's revenue structure showed that sliding bearing components, total sliding bearings, and related products generated revenues of 0.95 billion, 0.81 billion, and 0.47 billion yuan, respectively, with year-on-year growth rates of +7.73%, +1.12%, and -3.09% [4]. - The company has made significant technological breakthroughs in high-performance bearing technology, particularly in hydrodynamic oil film sliding bearings and new material applications [4]. - The acquisition of German Levicron GmbH for 8.5 million euros enhances the company's technological layout and international competitiveness [5][7]. - The company has secured contracts for gas turbine bearings, including a project worth approximately 9.8 million yuan with Dongfang Electric [8]. Revenue and Profitability - In Q3 2025, the company achieved a revenue of 1.62 billion yuan, representing a year-on-year increase of 48.04%, with a net profit of 0.36 billion yuan, up 60.87% [5]. - For the first three quarters of 2025, the company reported revenues of 4.45 billion yuan, a year-on-year increase of 20.25%, and a net profit of 1.02 billion yuan, up 19.68% [5]. - The gross margin and net margin for the first three quarters were 37.22% and 22.97%, respectively [5]. Future Projections - The company forecasts revenues of 5.85 billion, 6.65 billion, and 8.16 billion yuan for 2025, 2026, and 2027, respectively, with corresponding EPS of 1.54, 1.86, and 2.14 yuan [9][11]. - The projected PE ratios for the years 2025, 2026, and 2027 are 35.5, 29.5, and 25.6, respectively [9].

Group 1: Industry Development - Liu Ning emphasized the importance of innovation-driven development in the bearing equipment industry cluster in Xin'an County, highlighting the application of bearing products in wind power and marine engineering [3] - The company Luoyang Beibo High-end Equipment Co., Ltd. produces glass deep processing equipment that is exported globally, showcasing the potential for high-end manufacturing [3] - The focus on building a modern industrial system includes strengthening key technology breakthroughs and enhancing the competitiveness of the industrial chain [3] Group 2: Aerospace and New Materials - At the Luoyang Aerospace Equipment Intelligent Innovation Industrial Park, Liu Ning discussed the development of the aerospace equipment industry and the importance of integrating resources and promoting innovation [4] - Luoyang Hanghui New Materials Co., Ltd. is recognized as a national-level "little giant" enterprise specializing in high-end titanium alloy materials, indicating a strong focus on advanced manufacturing technologies [4] - The emphasis on developing strategic emerging industries, such as new materials, aligns with national strategic needs and aims to enhance technological research and application scenarios [4] Group 3: Cultural Heritage and Tourism - Liu Ning visited the Qiantang Zhizhai Museum to assess the preservation and utilization of cultural relics, stressing the importance of protecting and promoting Chinese cultural heritage [4] - The integration of cultural heritage with tourism is seen as a vital area for development, aiming for creative transformation and innovative development of intangible cultural heritage [4] Group 4: Economic and Social Development - The focus on the "1+2+4+N" target task system aims to enhance the integration of technological and industrial innovation, strengthening county-level leading industries [5] - The goal is to improve the quality of industrial park construction and ensure the successful completion of annual objectives, contributing to the overall economic development strategy [5]

11月17日，龙溪股份涨5.77%，截至发稿，报22.91元/股，成交2.31亿元，换手率2.59%，总市值91.54亿 元。 资料显示，福建龙溪轴承(集团)股份有限公司位于福建省漳州市龙文区湖滨路1号碧湖城市广场1号楼， 成立日期1997年12月24日，上市日期2002年8月5日，公司主营业务涉及关节轴承、圆锥滚子轴承、齿 轮/变速箱的研发、生产与销售,供应链服务与生产物资贸易。主营业务收入构成为：轴承产品62.11%， 金属材料贸易销售32.42%，其他4.55%，齿轮箱2.82%，其他(补充)1.89%，粉末冶金0.87%。 从龙溪股份十大流通股东角度 数据显示，永赢基金旗下1只基金位居龙溪股份十大流通股东。永赢先进制造智选混合发起A （018124）三季度减持1235.16万股，持有股数546.27万股，占流通股的比例为1.37%。根据测算，今日 浮盈赚取约682.84万元。 永赢先进制造智选混合发起A（018124）成立日期2023年5月4日，最新规模46.97亿。今年以来收益 64.82%，同类排名346/8213；近一年收益84.8%，同类排名65/8130；成立以来收益108.47%。 永赢先 ...

Group 1 - The core viewpoint of the news is that Jinwo Co., Ltd. has shown significant financial performance with a notable increase in revenue and net profit, alongside high financing activity in the stock market [1][2]. Group 2 - As of November 14, Jinwo Co., Ltd. experienced a slight stock price increase of 0.05%, with a trading volume of 114 million yuan [1]. - On the same day, the company had a financing buy-in amount of 16.56 million yuan and a financing repayment of 16.10 million yuan, resulting in a net financing buy of 453,400 yuan [1]. - The total financing and securities balance for Jinwo Co., Ltd. reached 296 million yuan, accounting for 3.95% of its circulating market value, which is above the 90th percentile level over the past year [1]. - The company has not engaged in any short selling activities on November 14, with a short selling balance of 0 yuan, indicating a high level of investor confidence [1]. Group 3 - As of September 30, the number of shareholders for Jinwo Co., Ltd. increased to 9,346, reflecting an 8.46% rise compared to the previous period [2]. - For the period from January to September 2025, the company reported a revenue of 930 million yuan, representing a year-on-year growth of 10.56%, and a net profit attributable to shareholders of 37.34 million yuan, which is a 74.83% increase year-on-year [2]. - Since its A-share listing, Jinwo Co., Ltd. has distributed a total of 102 million yuan in dividends, with 39.93 million yuan distributed over the past three years [2]. - Among the top ten circulating shareholders, Penghua Carbon Neutral Theme Mixed A (016530) is the fourth largest, holding 3.65 million shares, which is a decrease of 1.28 million shares from the previous period [2].