另外，随着新能源汽车、机器人等新兴产业的快速发展，双飞集团也在积极布局相关领域业务，抢抓行 业发展机遇。双飞集团年报中提到，接下来，公司将以大客户开发和新能源、机器人用滑动轴承的产品 设计为重点，围绕客户使用条件开展定制化方案开发，推动核心产品适配性和技术含量进一步提升。 4月21日，双飞无油轴承集团股份有限公司（以下简称"双飞集团"）发布2024年年度报告，公司实现营 业收入8.49亿元，同比增长12.70%；实现归属于上市公司股东的净利润6737.01万元，同比增长 15.80%。公司两大核心业务均保持良好增长势头。2024年，公司滑动轴承板块实现营业收入5.37亿元， 同比增长6.84%；复合材料板块实现营业收入1.85亿元，同比增长14.87%。 业绩增长的背后，是双飞集团面对市场需求升级的主动变革。近年来，公司以技术投入破解高性能装备 需求难题，2024年研发投入达5484.84万元，同比增长14.39%。 具体来看，双飞集团通过引进国外先进设备与自主创新结合，成功开发出机械手、端面摩擦磨损试验机 等自动化生产检测设备，逐步扭转国内高性能滑动轴承装备依赖进口的局面，生产效率与自动化水平显 著提升。目 ...

Group 1: Investor Relations Activity Overview - The investor relations activity was an earnings briefing held on April 18, 2025, via an online platform [3] - Key participants included the company's chairman, general manager, and financial officer [3] Group 2: Business Growth and Market Strategy - Both domestic and international businesses experienced growth during the reporting period, with a focus on sectors such as new energy vehicles, aerospace, defense, industrial automation, robotics, and high-end equipment [5] - The company aims to balance resource allocation between domestic and international markets while driving dual development [5] Group 3: Market Position and Product Performance - The company is a leading manufacturer in the domestic needle bearing market, with a commitment to quality and innovation [6] - In 2024, the company reported a 12.42% increase in revenue and a 21.32% increase in net profit, driven primarily by growth in the automotive, industrial automation, and power tool sectors [7] Group 4: Order Status and Future Plans - The company currently has a saturated order book for 2025 [8] - There is no immediate share repurchase plan, with further announcements expected [9]

2）绝缘轴套处于验证测试阶段，未来有望在新能源汽车、变频空调等领域放量2024 年11 月，公司成功 申请"绝缘轴承内套圈"专利，所研发产品旨在通过在内圈装配形成绝缘层以有效阻止电流通过轴承，防 止轴承电腐蚀，延长轴承使用寿命，在新能源汽车、变频空调等领域应用前景广阔。报告期内公司进行 了绝缘轴承套圈的研发和送样工作，目前处于验证测试阶段。 公司核心竞争力：技术领先的轴承套圈龙头，研发配套能力强劲1）公司技术领先，研发配套能力强 劲：公司自成立以来在轴承套圈产业链不断进行工序间的集成创新和工序内的微创新，在工艺流程优化 方面的技术积累已覆盖精锻、精切、车削、磨削、热处理、精磨、探伤、清洗、防锈等全部生产过程。 2）公司产品质量过硬，客户粘性大：公司与舍弗勒、斯凯孚、恩斯克、恩梯恩、捷太格特等全球大型 轴承企业建立了长期、稳定的合作关系。目前，公司产品在全球范围内均有广泛使用，已出口至欧洲、 北美洲、南美洲、亚洲的不同国家及地区。整体来看，轴承套圈市场规模大，行业集中度较低，公司的 市场占有率仍具备进一步提升的空间。 3）全球化设厂工作稳步推进，墨西哥工厂预计25 年下半年开始设备进厂，26 年初开始进行生产。 ...

每经记者 梁枭 每经编辑 马子卿 筹划近9个月后，宝塔实业拟调整重大资产重组方案。 上周五（4月11日）晚间，宝塔实业（SZ000595，股价5.61元，市值63.88亿元）公告称，公司于4月11日召开董事会会议，审议通过相关议 案，决定终止发行股份购买资产并募集配套资金，并拟对原重大资产重组方案进行重大调整，并向深交所申请撤回重大资产重组申请文 件。 根据公告内容，具体调整主要是拟剥离置入资产包中的太阳山风电三四期项目，并不再发行股份及募集配套资金。至于剥离上述资产原 因，则与该项目未来补贴资金回收存在不确定性有关。 《每日经济新闻》记者注意到，根据宝塔实业此前发布的业绩预告，公司预计去年亏损1.4亿元～1.9亿元，公司股票在2024年度报告披露 后可能被"*ST"。而根据关联交易报告书（草案），以2023年度业绩来看，交易完成后宝塔实业将"扭亏为盈"。 剥离置入资产包中的太阳山风电三四期项目对上市公司后续扭亏有多大影响？4月14日上午，记者以投资者身份致电宝塔实业，相关工作 人员表示："对公司未来盈利肯定是有影响的，毕竟把它的一部分资产撤出来了。"他还表示，做出上述调整主要是为了加快重组进程，新 的草案待 ...

Summary of Jinwo Co., Ltd. Conference Call Company Overview - Jinwo Co., Ltd. is a leader in the domestic bearing ring sector, focusing on innovative research and development in bearing technology and production equipment [9][10]. Financial Performance - In Q4 2024, Jinwo's revenue increased compared to Q3, but net profit declined due to two main factors: a stock incentive plan costing 3.34 million yuan and increased expenses during year-end financial clearing [3][4]. - For the full year 2024, revenue grew by 16% year-on-year, while net profit excluding non-recurring items increased by 38.28% to 25 million yuan. However, net profit including non-recurring items fell by 30% due to a one-time asset disposal gain in 2023 [5][6]. - The company incurred additional expenses of 10 million yuan from stock incentives and convertible bond interest, impacting overall performance [5]. Key Development Areas - Jinwo's future focus includes: - Sleeve bearings - Humanoid robots - Insulated bearing technology - The global sleeve bearing market is valued at over 100 billion yuan, presenting significant growth potential for Jinwo [6][7]. International Expansion - Jinwo aims for a balanced revenue split of 50% domestic and 50% international, targeting a 20% annual growth rate. The company is establishing a presence in Mexico, with plans to operationalize by 2025, capitalizing on the exit of Western capital from traditional manufacturing [7][10]. - The company is also exploring opportunities in Europe and Southeast Asia, with a goal of achieving 3 billion yuan in overseas revenue and 3 billion yuan in domestic revenue [10][11]. Project Insights - The "High-Speed Loan" project incurred a loss of nearly 20 million yuan in 2024 due to high initial costs, but profitability is expected in 2025 [8]. - Jinwo's insulated bearing technology has made significant advancements, collaborating with Tsinghua University to develop cost-effective and durable solutions for electric vehicles and air conditioning systems [14][15]. Market and Competitive Position - Jinwo maintains a gross margin of 21%-23% and a net profit margin exceeding 10%. The company is positioned as a full industry chain player, which is expected to enhance profitability as production capacity utilization improves [11][17]. - The company is optimistic about the insulated bearing market, particularly in the electric vehicle sector, where demand is expected to grow significantly [14][15]. Future Outlook - Jinwo projects a 20% annual growth rate, with expectations for improved profitability as new capacities come online. The company anticipates that its main business will continue to grow, with a 16% increase in 2024 and a nearly 40% rise in net profit excluding non-recurring items [17][18]. - The long-term vision is to transform into a technology-driven company, focusing on innovation and adapting to industry trends [18].

证券代码：002708 证券简称：光洋股份 公告编号：（2025）015号 常州光洋轴承股份有限公司 本公司及监事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 一、监事会会议召开情况 常州光洋轴承股份有限公司（以下简称"公司"）第五届监事会第十一次 会议于2025年4月2日在常州市新北区汉江路52号公司1号会议室以现场和通讯相 结合的方式召开，会议应出席监事3名，实际出席监事3名，其中参加现场会议 监事1名，以通讯参会方式监事2名，会议由监事王开放先生召集，并经全体监 事共同推举王开放先生主持本次监事会会议，公司董事及高级管理人员列席了 会议。本次会议的召集和召开符合《中华人民共和国公司法》和《公司章程》 的有关规定，会议合法有效。 二、监事会会议审议情况 表决结果：3票同意、0票反对、0票弃权。 同意补选汪蓉女士担任公司第五届监事会非职工代表监事，任期自公司股 东大会审议通过之日起至第五届监事会任期届满之日止。 本议案须提交公司2025年第一次临时股东大会审议。 （草案）>及其摘要的议案》 经审核，监事会认为：《常州光洋轴承股份有限公司2025年员工持股计划 （草案） ...

一、对外投资概况 常州光洋轴承股份有限公司（以下简称"公司"）于2024年8月2日召开第五 届董事会第九次会议审议通过了《关于投资设立境外全资子公司的议案》，为拓 展海外市场、满足PCB客户业务需求，进一步强化产业链竞争优势，推进国际化 战略布局，公司全资子公司光洋（香港）商贸有限公司（以下简称"香港光洋"） 拟作为出资主体，在越南投资设立公司全资子公司，投资总额拟定为60万美元， 具体内容详见公司于2024年8月3日在巨潮资讯网（www.cninfo.com.cn）披露的 《关于投资设立境外全资子公司的公告》，公告编号：（2024）053号。 二、投资进展情况 证券代码：002708 证券简称：光洋股份 公告编号：（2025）018号 常州光洋轴承股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 鉴于目前越南当地政府的投资许可规定，为了更好的利用相关政策，公司于 增加投资额度的议案》，仍由公司全资子公司香港光洋作为出资主体，在越南投 资设立公司全资子公司，投资总额增加至120万美元。 本次投资不构成关联交易，也不构成《上市公司重大资产重组管理办法 ...

常州光洋轴承股份有限公司 第一章 总则 第二条 本员工持股计划的目的 公司依据《公司法》《证券法》《指导意见》等有关法律、行政法规、规章、 规范性文件和《公司章程》的规定，制定了《常州光洋轴承股份有限公司 2025 年员工持股计划（草案）》（以下简称"本员工持股计划草案"）。 公司员工自愿、合法、合规地参与本员工持股计划，持有公司股票的目的在 于建立和完善员工、股东的利益共享机制，改善公司治理水平，提高职工的凝聚 力和公司竞争力，调动员工的积极性和创造性，促进公司长期、持续、健康发展。 第三条 本员工持股计划的基本原则 （一）依法合规原则 第一条 为规范常州光洋轴承股份有限公司（以下简称"光洋股份"或"公 司"）2025 年员工持股计划（以下简称"本员工持股计划"）的实施，根据《中 华人民和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以下 简称"《证券法》"）、 《关于上市公司实施员工持股计划试点的指导意见》 （以下简 称"《指导意见》"）、《深圳证券交易所上市公司自律监管指引第 1 号——主板上 市公司规范运作》（以下简称"《自律监管指引第 1 号》"）等相关法律、行政法 规、规范性文件 ...

Core Viewpoint - Xiangyang Bearing has experienced significant stock performance, achieving six limit-up days within seven trading days, with a cumulative increase of 65.29% and a turnover rate of 170.39% [1] Trading Performance - As of March 17, 2025, the stock recorded a daily increase of 9.99% with a turnover rate of 22.44% and a net inflow of main funds amounting to 46,804.06 thousand yuan [2] - The stock has shown volatility with fluctuations in daily performance, including a previous drop of 6.72% on March 14, 2025, and a high turnover rate of 35.57% on March 13, 2025 [2] Financial Data - For the first three quarters of 2024, the company reported total operating revenue of 1.095 billion yuan, a year-on-year decrease of 8.30%, and a net profit of -19 million yuan, a year-on-year increase of 56.34% [1] - The company has projected a net profit of -35 million yuan for the upcoming financial results [1] Margin Trading - As of March 17, 2025, the margin trading balance for the stock was 135 million yuan, with a financing balance of 135 million yuan, reflecting an increase of 18.27 million yuan from the previous trading day, marking a 15.62% growth [1]

Core Viewpoint - The company Changsheng Bearing has raised its share repurchase price limit to 128.50 yuan per share, marking the third adjustment of its repurchase plan since its announcement in September 2024 [1][2][3]. Summary by Sections Repurchase Plan Adjustments - The initial repurchase plan announced in September 2024 set a price limit of 21 yuan per share, with a repurchase amount between 20 million and 40 million yuan [2]. - The price limit was adjusted to 20.83 yuan per share in October 2024 due to a rights distribution [2]. - In February 2025, the price limit was raised to 66.80 yuan per share, more than doubling the previous limit [2]. - The latest adjustment to 128.50 yuan per share represents a significant increase and is effective from March 18, 2025 [1][3]. Stock Performance - Since the announcement of the repurchase plan, the stock price has increased by 569%, with a peak price of 118 yuan recorded on February 20, 2025 [4]. - As of March 17, 2025, the stock closed at 95.44 yuan, which is 42.87% above the latest repurchase price limit [3][4]. - The company has not yet executed any repurchase transactions despite the significant stock price increase [3]. Financial Performance - As of the end of Q3 2024, the company reported a revenue of 835 million yuan, a year-on-year increase of 1.95%, and a net profit of 169 million yuan, a year-on-year decrease of 5.29% [3]. Market Position and Future Outlook - The company has established a partnership with Yushutech to develop sliding bearings for humanoid robots, which may enhance its technological advantages in the industry [4]. - However, the revenue from the robotics components currently accounts for less than 1% of the company's total income, indicating that the stock price surge may not be supported by corresponding earnings growth [4][5].