Core Insights - Siemens Energy has officially launched a gas turbine assembly base and service center in Danzhou, Hainan, coinciding with the full closure of the Hainan Free Trade Port, with plans for completion by 2027 [1][2] - The new facility will enhance Siemens Energy's global gas turbine assembly and service network, addressing the growing demand for gas power generation equipment in both China and international markets [1][2] Group 1 - The gas turbine assembly base and service center will integrate assembly, local application validation, spare parts support, and operational services, creating a comprehensive business system [1] - Siemens Energy's initiative aligns with the goal of establishing Hainan as a high-level open economy, promoting collaborative innovation across the industry chain [1][2] - The project is expected to accelerate the development of high-end manufacturing clusters in Hainan, contributing to the modernization of the free trade port's industrial system [2] Group 2 - The establishment of the base marks a transition from a "technology provision model" to an "industry co-construction model," enhancing the quality of service and project execution efficiency [2] - Siemens Energy's business portfolio encompasses nearly the entire energy value chain, including traditional and renewable energy technologies, with projected revenues of €39.1 billion for the fiscal year 2025 [2]

Core Viewpoint - The article emphasizes the importance of deepening strategic cooperation between China and Arab countries in the energy sector, promoting practical collaboration, and creating a reliable platform for Chinese companies to connect with procurement needs in the Arab energy market [2]. Group 1: Procurement Demand Directory - The "Directory of Procurement Needs from Arab Countries - List of Quality Suppliers from China (2026-2030)" aims to systematically showcase leading energy companies based on product quality, innovation capability, and international service [2]. - The directory serves as an authoritative reference for procurement decisions in Arab countries and provides market opportunities for Chinese enterprises [2]. Group 2: Application Scope and Conditions - The application is open to leading companies in energy equipment manufacturing, technical services, and solutions across China, including but not limited to solar components, wind turbines, energy storage systems, and smart grid technologies [4][6]. - Eligible companies must be registered in China, have a good reputation, and not have serious legal violations or major safety incidents in the past three years [6]. Group 3: Application Process - Interested companies must fill out the "Quality Supplier Information Application Form," ensuring the information is accurate and highlights their strengths [5]. - The submission process includes sending a scanned PDF of the application form, along with supporting documents, to a designated email by January 31, 2026 [9]. Group 4: Additional Information - The application and compilation process does not incur any fees for the applying companies, and the information provided will be kept confidential [10]. - The initiative aims to showcase Chinese manufacturing and service capabilities, encouraging more Chinese enterprises to explore opportunities in the Arab market [13].

Core Insights - The Hainan Free Trade Port officially commenced its full island closure operation on December 18, implementing a series of policies including import tax exemption, tax policies for goods circulation, and customs supervision measures [2][4] Group 1: Customs and Trade Operations - The first batch of "zero tariff" goods, consisting of 179,000 tons of petrochemical raw materials valued at nearly 400 million yuan, arrived at Yangpu Port, saving companies nearly 10 million yuan in costs [2][4] - The first batch of goods benefiting from the processing value-added tax exemption policy successfully cleared customs at Meilan Airport, including medical equipment and aircraft parts [3][4] - The proportion of "zero tariff" imported goods will increase from 21% to 74%, covering various enterprises and institutions with actual import needs [4] Group 2: Economic Development and Investment - Three international vessels received ownership certificates on the first day of closure, marking the first batch of ships registered under the "China Yangpu Port" initiative [5] - Siemens Energy (Hainan) Co., Ltd. became the first Fortune 500 company to establish operations in Hainan, launching a significant manufacturing project [5] - The Hainan Free Trade Port's international recognition and influence have significantly increased, attracting global investors and companies [6]

证券代码：000338.SZ/2338.HK 证券简称：潍柴动力 潍柴动力股份有限公司投资者关系活动记录表 1 | | 球能源装备市场提供"中国方案"。 | | --- | --- | | | 2.公司 SOFC 业务发展规划 | | | 公司在 SOFC 领域持续深耕，通过一系列技术创新与市场布 | | | 局，不断推动这一战略性新兴产业的发展。 | | | 2025 年 11 月，公司与希锂斯在电池电堆层面签订了技术 | | | 许可协议，这意味着公司可全面掌握电池、电堆、系统、电站 | | | 的核心技术。近年来，公司聚焦 AI 数据中心、工业园区等核心 | | | 场景，对标国际竞品推出新一代大功率金属支撑商业化产品， | | | 在发电效率、体积功率密度、可启停次数及启动速度等方面均 | | | 有显著提升，凭借性能优势已与国内外多家头部企业达成意向 | | | 合作，为规模化商用奠定基础。公司将继续致力于技术创新与 | | | 应用拓展，发挥在 SOFC 领域的技术引领作用，为客户提供高可 | | | 靠性产品，助力实现"双碳"目标和全球能源转型。 | | | 3.公司在新能源重卡方向的布局和规划 ...

近日，石化机械自主研发的高端气举压缩机成功获得阿联酋客户订单，将应用于当地非常规油气开发项 目。这是该公司压缩机装备首次出口阿联酋市场，为中国石化高端能源装备深耕中东市场奠定了基础。 转自：中国石化报 针对阿联酋高温、多沙等极端工况，该气举压缩机采用定制化设计，配备可调速动力装置及智能PLC控 制系统，具备本地和远程双重操作模式及故障自主保护功能，优化润滑及散热系统，有效强化了风沙、 高温环境下设备的安全、稳定和长周期运行能力，充分满足阿联酋客户对装备可靠性、适配性的高要 求。该公司组建专项工作组，对技术保障、物资供应、生产制造、质量管控、运维服务等关键环节实施 全流程闭环管控，确保设备安全准时交付投用，持续擦亮中国石化装备制造"金字招牌"。（杨宏宇 沈 玉梅 吴州） ...

Core Viewpoint - The article emphasizes the importance of deepening China-Arab strategic cooperation in the energy sector through the "Belt and Road" initiative, aiming to connect Chinese quality enterprises with procurement needs in Arab countries for energy projects [2]. Group 1: Procurement Demand Matching - A directory titled "Procurement Demand Matching for Arab Countries - Directory of Chinese Quality Suppliers (2026-2030)" is being developed to showcase leading energy enterprises based on product quality, innovation capability, and international service [2]. - The directory aims to provide a reliable reference for procurement decisions in Arab countries and create market opportunities for Chinese companies [2]. Group 2: Application Scope and Conditions - The application is open to enterprises in energy equipment manufacturing, technical services, and solutions, including but not limited to solar components, wind turbines, energy storage systems, and smart grid technologies [4][6]. - Eligible companies must be registered in China, have a good reputation, and not have serious legal violations or major safety incidents in the past three years [6]. Group 3: Application Process - Interested companies should fill out the "Chinese Quality Supplier Information Application Form" and submit it along with supporting documents by January 31, 2026 [7]. - The application process does not incur any fees, and submitted information will be kept confidential [7]. Group 4: Opportunities for Chinese Enterprises - The initiative aims to enhance the visibility of Chinese manufacturing and service capabilities, encouraging more Chinese enterprises to explore opportunities in the Middle East [9].

对内： 优化资产结构回笼约5亿元现金 聚焦核心资源是海默科技战略转型的第一步。海默科技12月9日晚间发布的公告显示，公司拟以3.7亿元 的对价，将其持有的西安思坦仪器股份有限公司（以下简称"思坦仪器"）99.33%的股权转让给西安精英 光电技术有限公司。思坦仪器2020年至2024年累计亏损3411.38万元。交易顺利完成后，海默科技将不 再将思坦仪器纳入合并报表范围。 同时，海默科技拟将其持有的海默水下生产技术（深圳）有限公司（以下简称"海默水下"）20%股权出 售给上海深蓝协同企业管理合伙企业（有限合伙），转让价款为2500万元；并将公司水下多相流量计业 务相关无形资产转让及许可使用给海默水下子公司海默新宸水下技术（上海）有限公司，上述专利转让 和许可使用价格为7500万元。股权转让完成后，公司持有海默水下的股权比例为32.23%，不再拥有海 默水下控制权，海默水下不再纳入公司合并报表范围。 通过部分股权的转让，海默科技对海默水下实现了由控股权向重要参股权的转变，降低了直接管理成本 和持续资本开支压力，为海默科技管理层做大做强公司提供了充分的机遇。另一方面，通过无形资产交 易，公司前期研发投入能够实现较大 ...

执业证书编号：S1410524040001 1. 江海证券-黑龙江省资本市场跟踪-黑龙 江省资本市场跟踪双周报— （2025.11.9-2025.11.22）– 2025.11.24 2. 江海证券-黑龙江省资本市场跟踪-黑龙 江省资本市场跟踪双周报— （2025.10.26-2025.11.8） – 2025.11.10 3. 江海证券-黑龙江省资本市场跟踪-黑龙 江省资本市场跟踪双周报— （2025.10.12-2025.10.25） – 2025.10.29 4. 江海证券-黑龙江省资本市场跟踪-黑龙 江省资本市场跟踪双周报— （2025.9.21-2025.10.11） – 2025.10.14 5. 江海证券-黑龙江省资本市场跟踪-黑龙 江省资本市场跟踪双周报— 机械军工行业研究组 黑龙江省资本市场跟踪双周报 — — 证券研究报告·黑龙江省资本市场跟踪报告 2025 年 12 月 8 日 江海证券研究发展部 风险提示：地方经济及政策变动风险、政策不及预期风险、资本市场波动风险、 宏观经济不确定性风险等。 敬请参阅最后一页之免责条款 2 分析师：张诗瑶 （2025.11.23-2025.12.6） 投 ...

Core Viewpoint - Huibo's recent major project win of approximately 1.6 billion RMB and the accelerated construction of its high-end energy equipment manufacturing base in Tianjin signify a strong market recognition in the oil and gas energy and environmental equipment sectors, positioning the company for a dual breakthrough in business scale and technological capability [1][2]. Group 1: Major Project Win - On November 21, Huibo announced it won a contract worth 2.25 billion USD (approximately 15.96 billion RMB) for the Naft Khana oilfield rehabilitation project in Iraq, marking the largest single contract in the company's history [2][3]. - This contract represents 61.20% of Huibo's audited revenue for the fiscal year 2024, indicating a significant impact on the company's financial structure [3][4]. - The project will enhance Huibo's market position in the Middle East and lay a solid foundation for further expansion into overseas markets [2][3]. Group 2: Internationalization Strategy - Huibo has embedded internationalization in its development strategy since its inception, with overseas business surpassing domestic operations as early as 2010 [3]. - The company has established itself as a qualified supplier for major international oil companies and has gained access to several oil and gas companies in the Gulf region [3]. - The recent project win continues Huibo's strategy of deepening its presence in the Middle East through technology standardization and localized service networks [3]. Group 3: Tianjin Manufacturing Base - The Tianjin high-end energy equipment manufacturing base is a strategic move to enhance Huibo's manufacturing capabilities and reduce reliance on external processing [5][6]. - The base will integrate R&D, manufacturing, and service capabilities, aiming to create a comprehensive energy equipment industry platform [6][7]. - The facility is expected to produce an annual output value exceeding 2 billion RMB upon full operation, significantly improving project delivery efficiency [8][9]. Group 4: Market Opportunities - The global energy transition is creating a trillion-dollar market opportunity, with the domestic oil and gas equipment market projected to exceed 500 billion RMB by 2030 [10]. - Huibo's focus on high-value projects and its dual business model of oil and gas engineering services alongside environmental services positions it well to capitalize on this growth [9][10]. - The company's ongoing investments in low-carbon technologies and environmental solutions are expected to open new market spaces, particularly in CCUS and hydrogen sectors [10][11].

Core Viewpoint - Lanzhou Lanshi Heat Exchange Equipment Co., Ltd., a subsidiary of Lanzhou Lanshi Heavy Industry Co., Ltd. (603169.SH), has been recognized as a "Provincial Manufacturing Single Champion Enterprise" by the Gansu Provincial Department of Industry and Information Technology, highlighting its capabilities in technology research and market expansion [1] Company Summary - The heat exchange company has a history dating back to 1965 when it manufactured China's first plate heat exchanger, evolving into a comprehensive energy equipment solution provider that integrates research and development, design, manufacturing, and service [1] - The recognition as a "Provincial Manufacturing Single Champion Enterprise" reflects the company's strength in energy-saving and environmental protection sectors, showcasing its industry position and independent innovation capabilities [1] - This accolade is expected to enhance the company's visibility and market competitiveness [1]