Q&A 请介绍一下开源证券北交所研究中心的背景和特点。 开源证券北交所研究中心是业内较早设立的专门针对新三板和北交所的研究团 队。我们从 2015 年新三板开板时就开始进行研究，经历了十多年的发展。我 们的特点主要体现在三个方面：首先，我们的研究起步较早，积累了丰富的经 验；其次，我们覆盖的公司数量较多，包括新三板和北交所的大量企业；最后， 我们的研究深度较高，长期跟踪并深入了解许多细分行业中的公司。 苏州股份 2026 年前三季度毛利率达 37%，较 2022 年提升显著，净利 率从 14.86%升至 22%，ROE 保持较高水平，负债率稳定在 10%- 14%，财务状况良好。 苏州股份未来发展重点包括机器人、新能源汽车、航空航天及全球化布 局和产能扩张，尤其是在人形机器人领域，精密轴承需求将显著增加， 公司致力于研发超薄精密滚针谐波传动装置，实现进口替代。 中国汽车制造业和工业机器人行业对滚针轴承需求持续增长，国家政策 大力支持关键零部件产业发展，苏州股份作为细分行业龙头，有望受益 于汽车以旧换新、新能源汽车及人形机器人等高景气赛道，实现高速增 长。 为什么会推出"龙头集结号"系列电话会议？ 推出"龙头集 ...

每经AI快讯，1月28日，力星股份（300421）(300421.SZ)公告称，公司拟向特定对象发行A股股票，股 票数量不超过8820.91万股(含本数)，募集资金总额不超过5.6亿元，用于高精度长寿命陶瓷轴承球工程 化产业化项目、G5(G3)级高精度钢球智能制造项目等。本次发行前滚存的未分配利润由公司新老股东 按照发行后的股份比例共同享有。 ...

Group 1 - The stock price of Changsheng Bearing dropped by 5.02% to 82.05 CNY per share, with a trading volume of 814 million CNY and a turnover rate of 5.01%, resulting in a total market capitalization of 24.515 billion CNY [1] - Changsheng Bearing, established on June 14, 1995, and listed on November 6, 2017, specializes in the research, production, and sales of self-lubricating bearings and high-performance polymers [1] - The revenue composition of Changsheng Bearing includes: 48.26% from metal-plastic polymer self-lubricating rolled bearings, 25.44% from bimetal boundary lubricated rolled bearings, 23.51% from metal-based self-lubricating bearings, and 2.79% from other sources [1] Group 2 - Among the top ten circulating shareholders of Changsheng Bearing, a fund under Southern Fund holds a position, specifically the Southern CSI 1000 ETF (512100), which reduced its holdings by 9,600 shares to 1.0922 million shares, representing 0.56% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) has a current scale of 78.996 billion CNY and has achieved a year-to-date return of 11.52%, ranking 1478 out of 5580 in its category, with a one-year return of 47.26%, ranking 1699 out of 4271 [2]

洛轴再度刷新我国高端装备制造领域纪录。近日，国内首台套外径4.6米高径向承载能力三排圆柱滚子 转盘轴承，在洛阳轴承集团股份有限公司顺利下线并通过验收。 责任编辑： 何山 在研制过程中，洛轴研发团队相继突破了特大型转盘轴承高径向承载能力设计、特宽径向滚道面高硬度 及大层深淬火等关键技术，创新性提出适配该轴承结构使用的安装及维护方法，成功解决了120米天线 轴承的一系列技术难题，"实现产品一次验收成功，填补国内特大型高承载望远镜方位轴承研制的空 白。"洛轴技术中心特种精密轴承研究所所长周琳说。 120米口径全可动射电望远镜是国家天文领域的重大工程，采用完整波束波导馈电系统，发射功率达到 一兆瓦，建成后将成为全球口径最大、发射功率最强的全可动射电望远镜，预计2028年全面竣工。 "届时，该望远镜将与我们此前配套的贵州FAST（500米口径球面射电望远镜），以及新疆奇台110米射 电望远镜形成功能互补，推动我国在射电天文领域构建'多极支撑'的科研格局，显著提升我国在全球天 文学界的话语权与影响力。"洛轴集团有关负责人表示。（记者 刘洋 范坤鹏） 这台"巨无霸"轴承是为全球最大的120米口径全可动射电望远镜量身定制的方 ...

转自：中国科学报 一台巨型盾构机直径超过十几米的刀盘产生的惊人推力，最终由一套直径数米的主轴承一力承担；一架 高速运转中的航空发动机，主轴承需要在高温、高速、极端受力下毫厘不差地工作。 企业的焦虑更直接，盾构机造价数亿元，进口主轴承不仅价格高昂、交付周期长，还存在"断供"风险； 背后基建工程耗资以百亿元计，国产主轴承即便造出来，谁也不敢冒"一旦失效就导致工程停滞"的风 险。 "卡脖子"问题面前，"国家队"必须站出来。 经过研判，中国科学院正式启动"高端轴承自主可控制造"战略性先导科技专项，金属所整合所内涵盖轴 承钢、热处理、陶瓷等领域的12个团队及院内7家研究所力量，联合中交天和机械设备制造有限公司 （以下简称中交天和）、洛阳新强联回转支承股份有限公司等20余家企业，构建起"行政指挥线+技术 指挥线+党委保障线"三线并行机制。 轴承，这个看似普通的工业部件，却是衡量一个国家工业基础与科技实力的"试金石"。 "十四五"期间，一场围绕高端轴承的自主可控攻坚战悄然打响，并取得关键突破。 中国科学院金属研究所（以下简称金属所）牵头，联合20余家科研机构与企业攻关，研制出直径8米级 超大型盾构机主轴承"破壁者"，攻克高 ...

（编辑 楚丽君） 证券日报网讯 1月23日，金帝股份在互动平台回答投资者提问时表示，公司通过多年的市场积累与开 拓，在轴承保持架市场树立了良好的口碑与形象，并与斯凯孚（SKF）、舍弗勒（Schaeffler）、恩斯克 （NSK）、铁姆肯（Timken）、捷太格特（JTEKT）等全球八大轴承公司及浙江天马轴承、瓦房店轴 承集团、Liebherr、无锡华洋、镇海银球等国内外知名轴承厂商建立长期稳定的合作伙伴关系，协同推 进研发和技术交流互动，具有较高的客户黏性，形成了长期、优质、稳定的客户群资源。公司若有并购 收购计划，将根据股票上市规则、上市公司自律监管指引等相关政策法规履行相关程序，及时、公平地 披露相关信息，以保证所披露的信息真实、准确、完整。 ...

Group 1: Market Strategy - The company employs a differentiated production strategy for the aftermarket and original equipment manufacturer (OEM) markets, offering customized products for small batches and quick responses, while providing large-volume products for the OEM market [1][2] - The company plans to enhance its production capacity with a project aimed at producing 6.29 million high-end automotive bearings annually, which includes 1.2 million third-generation hub units and 600,000 intelligent heavy-duty truck hub units [2] Group 2: Import Substitution and Competitive Advantage - The company focuses on product manufacturing differentiation as a core competitive advantage, supported by a flexible production line that allows for quick adjustments based on order volumes, thus improving equipment utilization and reducing production cycles [2][3] - The company has developed a comprehensive supply chain and supplier system tailored to its business model, enabling it to meet quality standards while responding swiftly to market demands [2] Group 3: Robotics and Component Synergy - The company is advancing the mass production of robotic components, including harmonic reducers and actuator modules, which align with its precision component manufacturing strengths [3] - There is potential for synergy between the main business and robotic components, as some R&D technologies and production equipment can be shared [3]

Core Viewpoint - Renben Co., Ltd. has applied for a change in its listing status to "inquired" on the Shanghai Stock Exchange, with a fundraising target of 3.8 billion RMB [1] Group 1: Company Overview - Renben Co., Ltd. is the largest and most comprehensive bearing manufacturing group in China, engaged in the R&D, production, and sales of bearings and related products [1][2] - The company operates in over 70 countries and regions, with nine production bases and nearly 20,000 employees, covering the entire industry chain from bearing materials to finished products [1] - Renben's product range includes over 50,000 types of bearings, widely used in key sectors such as automotive, light industry machinery, heavy machinery, and major equipment [1][2] - The company has maintained the highest production and sales volume in the domestic industry for twelve consecutive years since 2013 and is the only Chinese company to enter the global top ten in the bearing industry [1][2] Group 2: Clientele and Market Position - The company serves a wide range of well-known enterprises across various industrial sectors, including major automotive brands like FAW, Dongfeng, and Toyota, as well as leading companies in light industry and heavy machinery [2] - Renben has established partnerships with notable equipment manufacturers such as CRRC and China Railway Equipment, further solidifying its market position [2] - The company has made significant technological advancements in key areas such as rail transportation, wind power generation, and precision machine tools, enhancing its competitiveness in the high-end bearing market [2] Group 3: Financial Performance - For the fiscal years 2022, 2023, and 2024, the company reported revenues of approximately 9.388 billion RMB, 10.482 billion RMB, and 11.960 billion RMB, respectively, with a projected revenue of 6.471 billion RMB for the first half of 2025 [3] - Corresponding net profits for the same periods were approximately 635 million RMB, 701 million RMB, 829 million RMB, and 442 million RMB for the first half of 2025 [3]

本次冲击上市，人本股份拟募集资金约38亿元，扣除发行费用后将投入年产9000万套机器人及智能装备 轴承项目，年产7500万套新能源车用轴承及高精密工业轴承项目，长寿命、高可靠精密轴承项目，高端 装备用关键零部件产业化和自主替代项目，补充流动资金。 据悉，人本股份主要从事轴承及相关产品的研发、生产和销售业务。公司IPO于2025年12月29日获得受 理。 北京商报讯（记者 马换换 李佳雪）1月22日晚间，上交所官网显示，人本股份有限公司（以下简称"人 本股份"）主板IPO进入问询阶段。 ...

每经AI快讯，有投资者在投资者互动平台提问：公司有没有进行人工智能的业务？有没有进行规模化 的工业互联网的业务？ 双飞集团（300817.SZ）1月21日在投资者互动平台表示，公司专注于无油轴承相关产品的研发、生产与 销售，目前暂未开展人工智能相关业务，后续若有相关布局，将严格按照信息披露规则及时履行披露义 务。 （文章来源：每日经济新闻） ...