（记者 王瀚黎） 每经头条（nbdtoutiao）——从极寒测试到万套装车！半固态电池今年有望搭载多款新车：各大厂商摩 拳擦掌，动力电池技术迎来迭代年 每经AI快讯，上工申贝1月28日晚间发布业绩预告，预计2025年年度实现归属于母公司所有者的净利润 为-1.2亿元到-1.5亿元，与上年同期（约-2.44亿元）相比，将继续出现亏损。业绩变动主要原因是，主 营业务影响。业绩预告期内，公司在德国全资子公司杜克普爱华有限责任公司受下游主要市场欧洲汽车 制造及皮革加工需求不景气以及能源和原材料价格居高不下等因素的影响，经营持续低迷。德国DA公 司高毛利的产品销售收入同比下降，产能利用率不足，制造成本同比上升，毛利率大幅下降。以及德国 DA公司，为应对订单不足，积极进行人员、生产整合，同比增加裁员补偿、整合费用；SGIA公司的通 用航空飞行器制造业务仍处于生产恢复期，尚未盈利；国内业务虽然总体盈利，但无法覆盖境外业务的 亏损等综合影响所致。 ...

格隆汇1月28日丨上工申贝(600843.SH)公布，经公司财务部门初步测算，预计2025年年度实现归属于母 公司所有者的净利润为-12,000万元到-15,000万元，与上年同期（-24,423.13万元）相比，将继续出现亏 损。预计2025年年度实现归属于母公司所有者的扣除非经常性损益后的净利润为-34,000万元到-37,000 万元。 业绩预告期内，公司在德国全资子公司杜克普爱华有限责任公司（以下简称"DA公司"）受下游主要市 场欧洲汽车制造及皮革加工需求不景气以及能源和原材料价格居高不下等因素的影响，经营持续低迷。 德国DA公司高毛利的产品销售收入同比下降，产能利用率不足，制造成本同比上升，毛利率大幅下 降。以及德国DA公司，为应对订单不足，积极进行人员、生产整合，同比增加裁员补偿、整合费用； SGIA公司的通用航空飞行器制造业务仍处于生产恢复期，尚未盈利；国内业务虽然总体盈利，但无法 覆盖境外业务的亏损等综合影响所致。 ...

证券代码：600528 证券简称：中铁工业 编号：临 2026-001 中铁高新工业股份有限公司 2025 年主要经营数据 单位：万元 币种：人民币 | 地区分布 | 2025 年 | 2024 年 | 同比增减 | | --- | --- | --- | --- | | 境内 | 4,071,033 | 4,447,182 | -8.46% | | 境外 | 368,584 | 367,250 | 0.36% | | 合计 | 4,439,617 | 4,814,432 | -7.79% | 二、2025 年第四季度重大合同签约/中标情况 单位：万元 币种：人民币 暨第四季度重大合同签约/中标公告 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。 一、2025 年新签合同额情况 （一）按业务类型统计 单位：万元 币种：人民币 序 号 业务类型 2025 年 2024 年 同比增减 1 专用工程机械装备及相关服务业务 1,465,990 1,373,902 6.70% ① 隧道施工装备及相关服务业务 1,226,269 1,14 ...

Group 1 - Zhejiang Mining Co., Ltd. experienced a decline of 5.34% on January 28, with a stock price of 57.62 yuan per share and a trading volume of 140 million yuan, resulting in a total market capitalization of 5.762 billion yuan [1] - The company, established on September 4, 2003, and listed on June 5, 2020, specializes in the research, design, production, and sales of crushing and screening equipment [1] - The revenue composition of the company includes: 40.17% from complete crushing and screening production lines, 21.84% from single crushing and screening equipment, 21.13% from operational management, and 16.86% from parts and others [1] Group 2 - Among the top ten circulating shareholders of Zhejiang Mining, a fund under Zhongjia Fund ranks as a new entrant, holding 343,900 shares, which accounts for 0.5% of the circulating shares [2] - The Zhongjia Specialized and New Quantitative Stock Selection Mixed Fund A (021990) was established on November 12, 2024, with a current scale of 151 million yuan and a year-to-date return of 9.25%, ranking 2517 out of 8864 in its category [2] - The fund has achieved a one-year return of 66.92%, ranking 1043 out of 8126, and a cumulative return of 74.16% since its inception [2]

Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [9]. Core Insights - The company has a strong foothold in the solder paste printing equipment market, holding a 21.2% global market share in 2024, significantly ahead of competitors like ASMPT and ITW [2][62]. - The demand for AI computing power is driving a turning point in the company's performance, with a notable increase in revenue and profit margins expected in the coming years [2][24]. - The company is benefiting from the expansion of automation in the optical module sector, which is transitioning from labor-intensive processes to automated solutions [4]. Summary by Sections 1. Deepening in Solder Paste Printing - The company has been focused on solder paste printing equipment for 20 years, establishing a deep industry moat [2][14]. - The company has a stable shareholding structure, with key stakeholders holding approximately 61% of the shares, ensuring stable control [15][19]. - Solder paste printing equipment is the core product, contributing 64% of total revenue in the first half of 2025, with a significant increase in the share of high-margin III-class equipment [22][28]. 2. AI Computing Power Drives Product Upgrading - The company is positioned to benefit from the growing demand for AI computing, with significant expansions in the PCB and PCBA sectors [3][42]. - Major clients, including Foxconn and Huawei, are increasing their capital expenditures, which will drive demand for solder paste printing equipment [3][57]. - The company has established a direct sales model, deeply binding with major clients, which enhances its market position [66]. 3. Optical Module Overseas Expansion and Automation - The optical module industry is experiencing a shift towards automation, driven by the need for high precision in assembly processes [4][70]. - The company has successfully delivered fully automated assembly lines for 800G and 1.6T optical modules to overseas clients [4]. 4. Earnings Forecast and Investment Rating - The company is expected to see significant growth in net profit, with projections of 1.9 billion, 4.0 billion, and 6.0 billion yuan for 2025, 2026, and 2027 respectively [9]. - The current stock price corresponds to dynamic P/E ratios of 74, 35, and 24 for the years 2025 to 2027 [9].

Core Viewpoint - The company expects a net profit of 670 million to 742 million yuan for the fiscal year 2025, representing a year-on-year growth of 10.22% to 22.06% [1] Financial Performance - The company's operating conditions are reported to be good, with orderly and tight production [1] - Expected operating revenue for 2025 is approximately 6.05 billion yuan, reflecting a year-on-year increase of about 19.5% [1] - Domestic sales revenue is projected to be around 4.15 billion yuan, while foreign sales revenue is estimated at about 1.9 billion yuan [1]

国家知识产权局信息显示，洛阳博杨智能科技有限公司、郑州创新矿山信息技术有限公司取得一项名 为"一种煤矿井下人员精确定位方法及系统"的专利，授权公告号CN121194303B，申请日期为2025年11 月。 天眼查资料显示，洛阳博杨智能科技有限公司，成立于2020年，位于洛阳市，是一家以从事科技推广和 应用服务业为主的企业。企业注册资本100万人民币。通过天眼查大数据分析，洛阳博杨智能科技有限 公司参与招投标项目2次，专利信息6条，此外企业还拥有行政许可3个。 郑州创新矿山信息技术有限公司，成立于2004年，位于郑州市，是一家以从事专用设备制造业为主的企 业。企业注册资本5000万人民币。通过天眼查大数据分析，郑州创新矿山信息技术有限公司参与招投标 项目310次，财产线索方面有商标信息1条，专利信息34条，此外企业还拥有行政许可3个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 ...

Core Insights - In 2025, the total profit of industrial enterprises above designated size in China reached 73,982 billion yuan, marking a 0.6% increase from the previous year [1] Industry Performance Summary - The black metal smelting and rolling processing industry saw a profit increase of 3.0 times compared to the previous year, totaling 1,098.3 billion yuan, with a year-on-year growth of 299.2% [1] - The non-ferrous metal smelting and rolling processing industry grew by 22.6% [1] - The computer, communication, and other electronic equipment manufacturing industry increased by 19.5% [1] - The electricity and heat production and supply industry grew by 13.9% [1] - The specialized equipment manufacturing industry saw a profit increase of 5.7% [1] - The electrical machinery and equipment manufacturing industry grew by 4.9% [1] - The general equipment manufacturing industry increased by 4.2% [1] - The agricultural and sideline food processing industry grew by 3.2% [1] - The automobile manufacturing industry saw a slight profit increase of 0.6% [1] - The petroleum, coal, and other fuel processing industry reduced losses compared to the previous year [1] - The non-metallic mineral products industry declined by 1.7% [1] - The chemical raw materials and chemical products manufacturing industry decreased by 7.3% [1] - The textile industry experienced a decline of 12.0% [1] - The oil and gas extraction industry fell by 18.7% [1] - The coal mining and washing industry saw a significant decline of 41.8% [1] Monthly Steel Industry Performance - In December, the steel industry reported a loss of 16.70 billion yuan [2] - In November, the steel industry achieved a profit of 61.80 billion yuan [3] - In October, the steel industry reported a profit of 79.80 billion yuan [4] - In September, the steel industry achieved a profit of 136.4 billion yuan [5]

Core Viewpoint - The company maintains a dynamic balance in its order backlog, actively acquiring new orders while delivering existing ones, ensuring a stable operational situation with low performance risk in key domestic projects [2] Group 1 - The company has a stable operational situation with a high level of order backlog [2] - The current orders are primarily focused on key domestic projects in nuclear power, subways, national defense, and tunnels [2] - The risk of order fulfillment is considered low due to the nature of the projects [2]

Core Viewpoint - Kexin Electromechanical (300092) specializes in high-end heavy process equipment designed for extreme working conditions, such as high temperature, high pressure, and strong corrosion [1] Group 1: Company Overview - The company produces not ordinary electromechanical components but high-end heavy process equipment [1] - Products include core reactors, towers, heat exchangers, containers, and nuclear power equipment [1] - The company integrates mechanical design and special materials welding in its heavy complete equipment [1] Group 2: Industry Focus - The company is expanding into the oil and gas sector with modular integrated systems for electromechanical instruments [1]