证券代码：300904 证券简称：威力传动 银川威力传动技术股份有限公司 投资者关系活动记录表 编号：2025-013 | 答：根据全球风能理事会（GWEC）发布的《2025 全球风能报告》， | | --- | | 2025-2030 年风电行业新增装机容量预计复合年平均增长率为 | | 8.8%，到 2030 年全球风能容量将增加 981GW。随着"十四五"规划、 | | "碳达峰"和"碳中和"等政策的推出，可再生清洁能源发电成为 | | 了中国未来发展的重点领域和主要布局点，国家政策层面也将持续 | | 推进支持建设，未来行业的发展环境将持续向好。 | | 2、减速器工厂的年折旧在多少？ | | 答：关于具体折旧数据，各位可参考公司在巨潮资讯网 | | （www.cninfo.com.cn）披露的定期报告，相关财务信息已在报告中 | | 详细列示，以便各位更全面地了解具体情况。 | | 3、公司增速器产品的优势是什么？ | | 答：风电增速器被誉为"风电装备制造业王冠上的宝石"，是 | | 风力发电机组科技含量最高的核心部件。增速器属于多级传动，其 | | 一般由行星齿轮机构、平行齿轮机构、箱体、轴承、 ...

| 证券代码：600970 | 证券简称：中材国际 | | 公告编号：临 2025-043 | | --- | --- | --- | --- | | 债券代码：241560 | 债券简称：24 | 国工 K1 | | 中国中材国际工程股份有限公司 2025 年第二季度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 中国中材国际工程股份有限公司（以下简称"公司"） 2025 年第二季度主 要经营情况公布如下： 注："未完合同额"指有效合同的结转额，即在手所有合同的结转额减去已 签订未执行及停缓建合同的结转额。 三、已签订尚未执行的重大项目进展情况 赞比亚中非水泥有限公司日产5000吨熟料生产线及配套工程项目 一、新签合同情况 1 单位：万元 币种：人民币 合同类型 2025 年 4-6 月 2025 年 1-6 月 新签合同金额 同比增减 新签合同金额 同比增减 1. 分产品 工程技术服务 683,158.10 -29% 2,767,216.55 15% 高端装备制造 202,853.31 27% 491,3 ...

Group 1: Policy and Industry Trends - The Shanghai Stock Exchange has initiated a series of promotional activities for the "1+6" policy of the Sci-Tech Innovation Board, aiming to enhance support for local economic development and technological innovation [1][2] - The introduction of the "1+6" policy has significantly boosted the confidence of equity investment institutions and technology entrepreneurs, promoting a virtuous cycle of "technology-industry-capital" [1][2] - Recent IPO approvals for several unprofitable companies and the first IPO under the fifth set of standards reflect the determination of the reforms and further stabilize market expectations [1][2] Group 2: Market Performance and Fund Flows - The overall performance of the Sci-Tech Innovation Board has seen a decline, with the Sci-Tech 50 Index dropping by 0.35% in the past week, while the biotech sector experienced significant gains [3][4] - The top five industries on the Sci-Tech Innovation Board, including electronics, biomedicine, computers, power equipment, and machinery, account for 87.2% of the total market capitalization [4] - ETFs tracking the Sci-Tech Innovation Board saw a net inflow of 3.36 billion yuan last week, although there has been a net outflow of 16.57 billion yuan since the beginning of the year [4] Group 3: Sector Insights - The new generation information technology sector is primarily focused on the electronic chip industry, with major tech companies investing heavily in AI infrastructure, indicating a surge in demand for computing power [5][6] - The high-end equipment manufacturing sector is expected to benefit from policy support aimed at enhancing the competitiveness of China's manufacturing industry, particularly in marine technology and intelligent vessels [6] - Recent policies in the pharmaceutical sector aim to support the high-quality development of innovative drugs, with a comprehensive support system being established for drug research, approval, and insurance coverage [7]

赛象科技：中标空客天津A320系列飞机第二条总装线项目飞机大部件运输工装夹具 中标金额5.33亿元 智通财经7月8日电，赛象科技(002337.SZ)公告称，公司收到"空客天津A320系列飞机第二条总装线项目 飞机大部件运输工装夹具"的《中标通知书》，中标金额为532,930,269.63元。本项目履行不影响公司业 务独立性，如签订正式合同并顺利实施，预计对公司未来合同执行期内的经营业绩产生积极影响。但需 注意，本项目尚未签订正式合同，合同签订及条款存在不确定性。 ...

中新社兰州7月8日电 题：海外客商中国"追风光" 兰洽会"扫货"新能源 中新社记者 丁思 和中国客商面对面交谈、在展馆观看中国多地新能源设备，来自也门的企业家奥特里(AL-OTHRI ALI AHMEO YAHYA)最近在甘肃兰州有些忙碌。8日他接受中新社记者采访表示，"近年来，阿拉伯国家对 新能源的需求逐年增加，从光伏产品到风电储能，公司业务不断拓展，想从甘肃寻求更多合作机遇。" 6日至10日，第31届中国兰州投资贸易洽谈会(以下简称"兰洽会")在兰州举行，兰洽会展馆展品涉及装 备制造、新能源、低空经济、人工智能等近40大类，上万种产品。 甘肃风光资源富集，全省风能可开发量5.6亿千瓦，太阳能可开发量95亿千瓦，分别居中国第四、第五 位。甘肃日趋完善的新能源装备制造产业链，形成了涵盖风机整机、光伏组件、储能装备等领域的全链 条产业集群，涉及风力发电、光伏发电、光热发电、储能、氢能等多个业态，新能源及新能源装备制造 产业年产值高达800余亿元人民币。 7月7日，甘肃省新能源及新能源装备进出口洽谈对接会在兰州举行。图为甘肃企业与采购企业洽谈 对接。(甘肃省商务厅供图) 听闻甘肃将举行关于新能源的专题对接会，埃及 ...

在八十年代的中国，军工行业的状况确实非常艰难。资金匮乏、技术落后，许多工厂面临着关门的风险。然而，当伊朗因战争急需武器而求助于外界时，由 于西方国家拒绝销售武器，他们转向中国，最终下了一笔高达八百亿人民币的订单。这笔巨额资金如同及时雨，使得整个军工行业焕发了新生，生产线重又 启动，工厂生气勃勃。 接到订单后，中国的军工企业迅速进入了忙碌的状态。以往一直模仿外国的技术，这次由于资金到位，他们不仅购置了先进的设备，还招募了更多的人才。 在这一过程中，实战成了最好的试金石，伊朗在实战中发现了武器的诸多问题，便及时送回工厂进行改进，比如发现装甲过薄后增加了厚度，发动机频繁出 现问题则进行了结构改进。 当年，许多处于困境中的工厂凭借这笔订单熬过了难关。技术人员通过从实战中获得的反馈积累了宝贵的经验，逐渐开始了自主研发。从而使得防护性能显 著提升、瞄准系统更加精准，机械故障率也大幅降低。这一系列进步使得中国军工行业不再是简单的模仿，而是开始具备独立研发和制造的能力。 这笔订单不仅带来了丰厚的金钱，还打开了一扇通往国际市场的大门。起初，军工产品在国际市场上显得相对冷淡，但随着产品质量的提升，他们发现只要 确保产品品质，就能 ...

Group 1 - The ChiNext 50 Index has undergone a component stock adjustment, increasing the weight of the information technology sector to 41% and adding five technology companies focused on new productivity [1] - Tianfeng Securities notes that the current PE valuation of the ChiNext 50 Index is at a historical percentile of 21.4%, which is relatively low compared to other broad indices like CSI 300 (51.0%) and CSI 500 (47.5%), indicating a more attractive valuation [1] - The current coefficient of variation for the entire A-share market is 0.840, indicating a high level of valuation differentiation, similar to levels seen in April 2022, while the low valuation characteristic of the ChiNext 50 may provide a safety margin [1] Group 2 - The ChiNext 50 ETF, managed by Guotai, tracks the ChiNext 50 Index, which can experience daily fluctuations of up to 20%. The index comprises 50 high-tech companies selected for their large market capitalization and good liquidity [2] - The index focuses on companies in technology innovation and strategic emerging industries, including next-generation information technology, biomedicine, and high-end equipment manufacturing, reflecting the overall market performance of China's growth-oriented innovative enterprises [2] - The index emphasizes selecting high-quality companies with core technologies and continuous innovation capabilities, providing investors with an efficient tool for investing in high-growth technology sectors [2]

Group 1 - The company, Avmax Group Inc., a wholly-owned subsidiary of Shanhe Intelligent Equipment Co., Ltd., plans to acquire 16 DHC-8-300 aircraft from Qantas Airways Limited for a total price of approximately $51.14 million, equivalent to about 367 million RMB [2][3] - The acquired aircraft will primarily be used for international regional flight operations, capitalizing on the current recovery in the global aviation industry and increasing demand for regional aircraft due to falling international oil prices [2][3] - The DHC-8-300 aircraft is recognized for its strong performance in short takeoff and landing, making it suitable for operations in high-temperature and high-altitude areas, as well as on unpaved runways [3] Group 2 - The global regional aviation market is expected to show moderate recovery by 2025, with the International Air Transport Association predicting an average aviation fuel price of $86 per barrel, a 13% decrease from 2024, which will enhance profit expectations for airlines [3] - Low-cost airlines and regional carriers are actively ordering or leasing new aircraft to expand their network coverage and seize market opportunities, indicating a trend of growth in the aircraft leasing sector [3]

Core Insights - Inner Mongolia is actively developing the hydrogen equipment manufacturing industry, aiming for high-end, large-scale, and safe production in line with national "dual carbon" goals and regional energy strategies [1][2] Group 1: Industry Development - The hydrogen equipment manufacturing sector in Inner Mongolia is rapidly growing, supported by policies such as the "14th Five-Year Plan for Hydrogen Development" and government notifications for high-quality industry advancement [1][2] - The region is establishing a comprehensive industrial chain covering hydrogen production, storage, transportation, refueling, and application [1][2] Group 2: Project and Investment - As of June 2025, Inner Mongolia is implementing nine key hydrogen equipment projects with a total investment of 2.802 billion yuan, featuring ten product types [2] - The design capacity for hydrogen production equipment is set to increase by 160% to 650 units by the end of 2023, with expectations to exceed 750 units by year-end [2] Group 3: Production Capacity - Solid hydrogen storage devices are projected to reach a capacity of 2,200 units, with hydrogen storage materials at 3,300 tons per year and hydrogen transport pipes at 5,000 tons [2] - The production capacity for hydrogen production power sources is 50 units, with purification and separation devices at 15 units; AEM and PEM electrolyzer capacities are currently at 0.2 GW and 0.25 GW respectively [2] Group 4: Future Plans - Inner Mongolia plans to enhance investment attraction and develop a collaborative ecosystem for the entire hydrogen industry chain, focusing on policy coordination, application scenarios, and technological breakthroughs [2]

Core Insights - Guangdong Province plans to arrange 1,500 key construction projects by 2025, with an annual investment target of 1 trillion yuan [1] - From January to May this year, the investment in key projects reached 452.2 billion yuan, accounting for 45.2% of the annual investment plan [1] - A total of 105 projects, including the second phase of the Hong Kong University of Science and Technology (Guangzhou) and a 10,000-ton carbon fiber project by Donghua Energy (Maoming), have commenced construction [1] Investment Projects - Ongoing projects include the Guanghe High-speed Railway segment from Baiyun Airport T3 to Jiangcun West, the Nansha to Zhuhai (Zhongshan) intercity railway, and the third phase expansion of Guangzhou Baiyun International Airport [1] - Other significant projects under construction are the Shenzhen Outer Ring Expressway (Phase III), Yangjiang Fanshi No.1 offshore wind farm, the second phase of Taipingling Nuclear Power Plant, and the South China Titanium Valley project [1] - The Longma Group's high-end equipment manufacturing base project in Yangjiang is also progressing smoothly [1]