一、利润分配预案基本情况 根据公司 2025 年半年度财务报告（未经审计），2025 年半年度合并报表归属于上市 公 司 股 东 的 净 利 润 126,055,501.51 元 ， 期 末 合 并 报 表 累 计 未 分 配 利 润 为 年半年度可供分配利润为 673,457,287.22 元。 根据中国证监会鼓励上市公司现金分红及给予投资者稳定、合理回报的指导意见， 并在符合利润分配原则，保证公司正常经营和长远发展的前提下，公司根据《中华人民 共和国公司法》和《浙江长盛滑动轴承股份有限公司章程》 证券代码：300718 证券简称：长盛轴承 公告编号：2025-042 浙江长盛滑动轴承股份有限公司 关于 2025 年半年度利润分配预案的公告 本公司及董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。 浙江长盛滑动轴承股份有限公司（以下简称"公司"）于 2025 年 8 月 25 日召开的 第五届董事会第八次会议和第五届监事会第八次会议，审议通过了《关于 2025 年半年 度利润分配预案的议案》，本议案尚需提请公司 2025 年第一次临时股东大会审议。现将 有关情况公告如 ...

Core Insights - The company reported a revenue of approximately 283 million yuan for the first half of 2025, representing a year-on-year growth of 8.59%, and a net profit attributable to shareholders of approximately 66.28 million yuan, up 5.15% year-on-year [2] - The global energy landscape is undergoing significant changes, with increased electricity consumption in data centers driven by rapid advancements in artificial intelligence, and a shift towards renewable energy in regions like Europe, leading to a heightened demand for stable and efficient power equipment [2] - The company is advancing its "one core, two wings" development strategy, focusing on technological innovation and global expansion [2] Technological Developments - The company achieved multiple breakthroughs in technology research and development, including successful applications of high-performance bearings in the petrochemical sector, further consolidation of cost advantages and reliability in wind power sliding bearings, and accelerated industrialization of innovative product lines such as water-lubricated and air-floating bearings [2] - PEEK bearings have been supplied in bulk to industries such as refrigeration, deep well pumping, and high-speed gearboxes [2] Manufacturing Management - The company completed a new design of its production system and successfully relocated equipment, with the new workshop and intelligent team model now operational [2] - A highly efficient discrete production model has been established, achieving refined management goals by reducing material variety while enhancing material information expression [2] International Market Performance - In the first half of 2025, the company's international strategy saw significant breakthroughs, with overseas revenue increasing by 14.58% and an overseas business gross margin of 50.04% [3] - The company successfully won multiple international client projects, expanding its global customer matrix [3] Business Model Transformation - The product line has successfully transitioned from a "backend empowerment" model to a "proactive market engagement" strategy, providing comprehensive solutions to clients [3] - The upgrade from a single product supply model to a "technology + service" comprehensive model has opened up new growth opportunities for the company [3] Future Outlook - The company plans to continue following its "one core, two wings" strategy, solidifying its core industry, building high-end brands with core products, and accelerating international market expansion to mitigate domestic competition pressures and create high-quality growth opportunities [3]

Core Viewpoint - The bearing industry in Linqing City is transitioning towards high-quality development, focusing on high-end, intelligent, green, and clustered growth, addressing challenges such as talent shortages and weak technological innovation capabilities [1][4]. Group 1: Industry Development - Linqing City is one of the five major bearing industry clusters in China, facing challenges like insufficient technical talent and weak innovation capabilities [1]. - The local government is promoting the integration of industry, academia, and research to enhance technological and talent support for the bearing industry [1][3]. Group 2: Collaboration and Innovation - Continuous deepening of industry-academia-research cooperation has been emphasized, with 11 matching activities conducted to align enterprise needs with university resources [3]. - Key technology breakthroughs are being pursued through collaboration between enterprises and academic institutions, with three bearing companies approved for municipal-level projects this year [3][4]. Group 3: Talent Utilization - The strategy of "not seeking ownership, but seeking use" is being implemented to flexibly introduce innovative talent through industry-academia partnerships [4]. - Nineteen experts from universities have been flexibly introduced this year to support the development of the bearing industry in Linqing City [4].

Core Viewpoint - The global energy landscape is undergoing significant changes, driven by advancements in artificial intelligence and a shift towards renewable energy, creating new market opportunities for competitive bearing companies like Chongde Technology [1] Group 1: Financial Performance - Chongde Technology reported a revenue of 283 million yuan, an increase of 8.59% year-on-year, and a net profit attributable to shareholders of 66.28 million yuan, up 5.15% year-on-year [1] - The company plans to distribute a cash dividend of 2.00 yuan per 10 shares, totaling 17.31 million yuan [1] Group 2: Technological Advancements - The company achieved multiple breakthroughs in technology research and development, including successful applications of high-performance bearings in the petrochemical sector and continuous iterations of wind power sliding bearings [2] - New product lines such as water-lubricated bearings and air-floating bearings are accelerating in research and industrialization, gaining initial customer recognition [2] - Chongde Technology has redesigned its production system and implemented a new workshop and intelligent team model, significantly enhancing production efficiency and shortening delivery cycles [2] Group 3: International Market Expansion - Chongde Technology's international revenue grew by 14.58% year-on-year, with an overseas business gross margin of 50.04% [3] - The company successfully won multiple international client projects and signed a strategic acquisition agreement with Germany's Levicron, enhancing its global brand influence and technical collaboration [3] - The business model has shifted from backend empowerment to proactive market engagement, providing comprehensive solutions to clients and marking a significant advancement in marketization [3] Group 4: Strategic Direction - The domestic bearing industry is experiencing accelerated restructuring, with a shift from price competition to high-value creation, increasing customer demands for product reliability and advanced technology [4] - Chongde Technology aims to leverage its technological barriers and brand effects to expand market share, guided by its "one core, two wings" strategy [4] - The company plans to strengthen its core competitiveness in industrial bearings and international client development while seizing opportunities in global energy transition and equipment upgrades for high-quality growth [4]

Core Viewpoint - The company announced a profit distribution plan for the first half of 2025, proposing a cash dividend of 0.45 yuan per 10 shares, which reflects a payout ratio of 27.76% of the net profit attributable to shareholders [1][2]. Profit Distribution Plan - The proposed cash dividend is 0.45 yuan per 10 shares (including tax) [1]. - The total share capital as of August 26, 2025, is 399,553,571 shares, which will be the basis for the profit distribution [1]. - The profit distribution plan aligns with the company's three-year dividend return plan (2024-2026) and the authorization from the 2024 annual general meeting [1][2]. Decision-Making Process - The board of directors held a meeting to review and approve the profit distribution plan, which complies with the company's articles of association and shareholder return planning [2]. - The supervisory board also reviewed and approved the profit distribution plan, confirming its compliance with relevant laws and regulations [2].

Core Insights - The bearing industry in China, particularly in Liaocheng, Shandong Province, is a significant contributor to the national economy, generating over 50 billion yuan annually, accounting for one-tenth of the national market [1] - The transformation of the bearing industry from trade to manufacturing has been marked by the establishment of a comprehensive industrial cluster in three towns, focusing on manufacturing, logistics, and component processing [2][4] - The local government has implemented measures to address environmental challenges, leading to the establishment of seven bearing parks and a focus on digital transformation within the industry [5][6] Group 1 - The bearing market in Liaocheng is characterized by a vast array of over 7,000 types of bearings, creating a "bearing universe" that supports various industrial applications [1] - The local industry has evolved from simple trade to sophisticated manufacturing, with companies like Cai Meigui's leading in asymmetric roller bearings, achieving national sales leadership [2][3] - The region has seen the establishment of over 5,000 bearing-related enterprises, employing more than 200,000 individuals in production and sales [4] Group 2 - The introduction of the "Blue Sky Defense War" plan in 2018 has posed challenges for local bearing companies, leading to the closure of 314 firms due to environmental regulations [4] - The establishment of an industrial chain task force has facilitated the construction of standardized factories and improved environmental compliance, enhancing competitiveness [4] - Digital integration has become a key strategy for traditional industries, with over 5,000 companies transitioning to cloud-based operations, resulting in significant transaction volumes [5][6] Group 3 - The "Belt and Road" initiative has provided new opportunities for the bearing industry, with local companies increasing their international presence through trade promotion associations and exhibitions [7][8] - The establishment of the Luwest International Land Port has improved logistics efficiency, reducing transportation costs by 15% to 20% and streamlining customs processes for exporters [8] - Daily freight services from the land port connect Liaocheng to global markets, enhancing the export capabilities of local bearing manufacturers [8]

Core Viewpoint - The bearing industry in Lingbi County, Anhui Province, has developed a complete industrial chain from bearing steel pipe manufacturing to assembly, research, and testing, aiming to create a "100 billion cluster" and promote intelligent manufacturing in the sector [1][12]. Group 1: Industry Development - The bearing industry is crucial for equipment manufacturing, serving various applications from watches to airplanes [1]. - Lingbi County has established a bearing industry park that has grown from 4,000 square meters to 12,000 square meters, with over 300 product categories developed in five years [2]. - The county has attracted numerous bearing and supporting enterprises, leading to a significant increase in production capacity and value, with the industry park expected to exceed 4 billion yuan in output by 2024 [15]. Group 2: Innovation and Technology - Companies in Lingbi are focusing on continuous innovation, utilizing new technologies, materials, and processes to develop high-precision and high-performance mechanical products [4]. - The county has nurtured 13 high-tech enterprises and 5 strategic emerging industry companies, with a technology contract transaction volume of 3 billion yuan [6]. - The implementation of an innovation-driven development strategy has strengthened the role of enterprises in technological advancements [4][6]. Group 3: Government Support and Talent Development - The local government provides comprehensive support to enterprises, including fixed asset investment, factory leasing, financing guarantees, and tax incentives [9]. - A collaborative mechanism integrating production, education, research, and inspection has been established, resulting in the training of 760 skilled talents in the bearing industry [11]. - The establishment of a technician college in partnership with Hefei University of Technology aims to enhance the skill set of the workforce in the bearing sector [11]. Group 4: Future Prospects - The Lingbi bearing industry is transitioning towards high-end, intelligent, and green manufacturing, with plans to become a leading hub for high-quality bearing production [15]. - The industry is expected to continue attracting investment and talent, contributing to the overall economic development of the region [12].

Group 1 - The fifth meeting of the supervisory board of Changzhou Guangyang Bearing Co., Ltd. was held on August 21, 2025, with all three supervisors present, confirming the legality and validity of the meeting [1] - The supervisory board approved the 2025 semi-annual report, stating that the report accurately reflects the company's actual situation without any false records or misleading statements [1] - The supervisory board also approved the special report on the management and actual use of raised funds, affirming its compliance with relevant laws and regulations [2] Group 2 - The supervisory board agreed to the postponement of fundraising projects, emphasizing that this decision does not change the intended use of the raised funds and aligns with the company's long-term development goals [2] - The decision-making and review processes for the fundraising project postponement were deemed legal and compliant, ensuring no harm to the interests of the company and its shareholders, particularly minority shareholders [2]

Group 1: Capacity and Profitability - The company's current capacity utilization rate remains high, with strong customer demand and sufficient orders on hand for 2025 [2] - Future gross margin will be influenced by product structure, raw material prices, scale effects, and market competition, but is expected to remain stable due to the increasing proportion of high-value-added products and ongoing cost control [2][3] Group 2: Technological Strength and R&D - The company possesses strong technological capabilities with independent R&D and industrialization abilities, having achieved international advanced levels in key products such as wind power main shaft bearings and shield machine main shaft bearings [3] - The company emphasizes R&D as a key driver for growth, focusing on cutting-edge technology and core product iterations, while establishing a dynamic R&D investment mechanism to maintain its technological leadership [3] Group 3: Product Development and Market Strategy - Progress in the single-row tapered roller bearings (TRB) sector is positive, with mass production and supply already achieved, and the company aims to enhance product reliability and market competitiveness [3] - The company plans to continue optimizing TRB product performance and increase market promotion efforts to meet market demand [3]

天眼查App显示，近日，安徽顺本轴承有限公司成立，法定代表人为龚孟芳，注册资本500万人民币， 经营范围为一般项目：轴承钢材产品生产；机械零件、零部件加工；汽车零部件及配件制造；五金产品 制造；汽车零配件批发；五金产品批发；汽车零配件零售；五金产品零售（除许可业务外，可自主依法 经营法律法规非禁止或限制的项目）。 ...