创新不是空中楼阁。推动科技创新和产业创新融合，总书记十分重视。11月，总书记在广州察看广东科技创新和产业创新融合发展成果展示。 总书记指出，在加快自主创新过程中，也要大力支持自主创新产品投入应用，营造好环境。 总书记指出，抓创新就是抓发展，谋创新就是谋未来。"十五五"规划建议46次提到"科技"，61次提及"创新"，这深刻表明中国抢占科技制高点 的决心和信心。创新为帆、实干作楫，中国经济巨轮正破浪前行，驶向更加光明的未来。 转自：新华社 2025年5月，总书记来到洛阳轴承集团股份有限公司考察。洛轴自研自制的多个产品打破了中国高端轴承长期依赖进口的局面，高端轴承产值 已占总产值七成，"十四五"期间有13项科技成果达到国际水平。 总书记强调，现代制造业离不开科技赋能，要大力加强技术攻关，走自主创新的发展路子。今年以来，总书记在地方考察中多次走进制造业企 业，下车间、看产线，总书记感慨"这条路是走对了"。 传统产业焕新升级，未来产业也正拔节生长。2025年4月，总书记来到黄浦江畔的上海"模速空间"大模型创新生态社区。总书记仔细察看前沿 产品，参与青年创业者沙龙，饱含期许："人工智能是年轻的事业，也是年轻人的事业"。 ...

编号：2025-015 投资者关系 活动类别 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （请文字说明其他活动内容） 参与单位名称及 人员姓名 友邦人寿杨佳，华源证券戴铭余，个人投资者王东。 时 间 2025 年 12 月 25 日 15:30—16:30 地 点 杭州城中香格里拉酒店 上市公司 接待人员姓名 董事会秘书：何寅 投资者关系活动 主要内容介绍 公司于 12 月 25 日 15:30—16:30 参加华源证券策略会，并就投 资者关注的问题进行了回复。 主要内容如下： 1、董事会秘书对公司目前经营情况进行说明。 公司主营业务为自润滑轴承及高性能聚合物的研发、生产及销售，主 要产品为自润滑轴承、高性能改性工程塑料及氟塑料制品等产品。公 司研发的自润滑轴承具有轻量化、免维护、低噪音、低成本、长寿命、 高载荷、耐腐蚀的特点，广泛应用于汽车、工程机械、机器人、清洁 能源、港口机械、塑料机械、通用设备等行业。 从业务结构来看，公司目前最大的下游板块是汽车行业，其次是工程 机械，两者合计约占公司收入的 80%；其余为通用工业领域。汽车业 务是公司业绩长期稳 ...

截至发稿，张璐累计任职时间6年148天，现任基金资产总规模229.21亿元，任职期间最佳基金回报 113.52%， 任职期间最差基金回报-60.31%。 从基金十大重仓股角度 数据显示，永赢基金旗下1只基金重仓五洲新春。永赢新能源智选混合发起A（015828）三季度持有股 数66.48万股，占基金净值比例为3.46%，位居第十大重仓股。根据测算，今日浮盈赚取约175.51万元。 永赢新能源智选混合发起A（015828）成立日期2022年6月17日，最新规模7918.02万。今年以来收益 18.48%，同类排名4595/8087；近一年收益13.56%，同类排名5103/8071；成立以来亏损54.1%。 永赢新能源智选混合发起A（015828）基金经理为胡泽。 12月25日，五洲新春涨5.31%，截至发稿，报52.36元/股，成交14.99亿元，换手率7.98%，总市值191.74 亿元。 资料显示，浙江五洲新春集团股份有限公司位于浙江省绍兴市新昌县七星街道泰坦大道199号，成立日 期1999年11月12日，上市日期2016年10月25日，公司主营业务涉及轴承、精密机械零部件和汽车安全系 统、热管理系统零部件 ...

尽管陶瓷球目前成本较高（每个约 5 元），但随着电动化趋势和降噪需 求的增加，市场接受度提高，且随着中国企业渗透市场，原材料成本有 望降低，投资毛利率仍有调整空间。 特斯拉机器人手部结构仍以 2.5 代滚珠丝杆技术为主，但近期隐蔽方案 中滚柱丝杆用量增加，表明市场对机器人中使用滚柱丝杆存在疑惑，但 陶瓷球可提升滚柱丝杆的性能。 陶瓷球的应用不仅限于机器人，还可扩展到汽车、工程机械、航天等多 个领域，满足这些领域对降噪、润滑、散热及电腐蚀等性能的不同需求， 新技术发展也将进一步推动需求增长。 陶瓷球因其自润滑、低摩擦、抗电腐蚀等特性，在新兴领域如新能源汽 车、机器人和航空航天中展现出广泛的应用前景，尤其是在高压电动系 统中，陶瓷球对电腐蚀的抵抗能力使其成为替代传统钢制轴承的关键。 斯凯孚作为陶瓷球轴承行业的先驱，通过收购军工企业引入技术，并将 其应用于 NASA 项目及 F1 赛车、电动汽车等民用领域，积累了从粉体 制备到精密研磨的全流程核心工艺参数，定义了行业标准并保持领先地 位。 国内企业如力星股份、中材高新和国瓷材料通过不同路径进入陶瓷球产 业。力星股份技术源自斯凯孚，管理灵活；中材高新与斯凯孚有合作， ...

Core Viewpoint - The successful completion of the first extraordinary general meeting of shareholders in 2025 marks a significant step towards optimizing the corporate governance system of Shenkai Co., Ltd. and embarking on a new strategic development chapter after the entry of state-owned capital [1][2]. Group 1: Company Overview - Shenkai Co., Ltd., established in 1996, is the first publicly listed company in China specializing in thick-walled sliding bearings, with a comprehensive service capability across the entire industrial chain of thick-walled sliding bearings, machining, and large structural components [1][2]. - The company holds a leading position in production technology and market share within the industry, recognized as a national key high-tech enterprise and a member unit of the National Sliding Bearing Standardization Technical Committee [1][2]. Group 2: Market Position and Opportunities - As the first listed company in the domestic thick-walled sliding bearing sector, Shenkai Co., Ltd. is one of the manufacturers with the most diverse and complete specifications, maintaining a strong customer base in high-end applications such as power generation equipment, industrial equipment, and special ships [2]. - The domestic market for thick-walled sliding bearings is projected to exceed 20 billion yuan within three to five years, driven by the advantages of heavy load resistance and corrosion resistance, particularly in the gas turbine, nuclear power, and deep-sea wind power industries [2][3]. Group 3: Recent Developments - The recent acquisition of a 41.89% stake by Shenzhen Huili Hongsheng Industrial Holdings, which has increased its shareholding to 51.60%, marks a significant change in the company's controlling shareholder to the Taierzhuang State-owned Assets Supervision and Administration Commission [2][3]. - This acquisition is seen as a strategic move by state-owned capital to leverage the capital market for industrial upgrades, providing strong new momentum for the company's performance growth [3]. Group 4: Future Outlook - With the empowerment of state-owned capital and the guidance of the new board of directors, Shenkai Co., Ltd. aims to seize opportunities in high-end manufacturing, integrate state-owned technological resources, and promote product iteration and industrial structure optimization [3].

Core Viewpoint - Fujian Longxi Bearing (Group) Co., Ltd. has received an administrative correction order from the Fujian Securities Regulatory Commission due to improper revenue recognition related to steel trading business, leading to inaccurate disclosures in periodic reports [1] Group 1: Regulatory Actions - The Fujian Securities Regulatory Commission has decided to impose administrative correction measures on Fujian Longxi Bearing (Group) Co., Ltd. and will record this in the securities and futures market integrity database [1] - The company is required to submit a written rectification report within 30 days of receiving the decision [1] Group 2: Company Response - Fujian Longxi Bearing (Group) Co., Ltd. has stated that it will take the issues seriously and implement corrective measures [1] - The company asserts that the administrative regulatory measures will not affect its normal production and operational activities [1] Group 3: Company Overview - Fujian Longxi Bearing (Group) Co., Ltd. is a modern state-controlled listed group company engaged in the production and operation of joint bearings, tapered roller bearings, and high-end mechanical components [1]

Core Viewpoint - Longxi Co., Ltd. has been ordered to rectify its financial reporting practices by the Fujian Securities Regulatory Bureau due to improper revenue recognition in its steel trading business, leading to inaccurate disclosures in its annual reports [1] Financial Performance - In the first three quarters of this year, the company reported revenue of 1.067 billion CNY, a decrease of 22.23% year-on-year; net profit was 117 million CNY, down 29.38% year-on-year; and the non-recurring net profit was 83.74 million CNY, a reduction of 17.05% [2] - In the third quarter alone, revenue fell by 29.54% and net profit dropped by 48.45% compared to the same period last year [2] - The decline in revenue is attributed to the company's focus on key technologies and market expansion while significantly reducing its production trade scale [2] - The nearly halved net profit is primarily due to a substantial decrease in fair value gains from stocks held in listed companies, such as Industrial Securities, impacting the total profit [2] Market Performance - As of December 19, the company's stock price increased by 3.02%, closing at 24.58 CNY per share, with a total market capitalization of 9.821 billion CNY [3] - The stock's trading volume was 322,100 hands, with a turnover of 797 million CNY [4]

根据《信披办法》第五十二条相关规定，福建证监局决定对公司采取责令改正的行政监管措施，并记入 证券期货市场诚信档案数据库;同时要求公司采取有效措施进行改正，加强证券法律法规学习，提高公 司财务核算水平和规范运作意识，杜绝此类违规行为再次发生，并于收到本决定书之日起30日内向福建 证监局提交书面整改报告。 公司及下属公司对部分钢材贸易业务营业收入确认不当，导致相关年度定期报告信息披露不准确，不符 合《企业会计准则第14号--收入(2017年修订)》第三十四条的相关规定，违反了《上市公司信息披露管 理办法》(证监会令第182号,以下简称《信披办法》)第三条第一款的相关规定。 龙溪股份（600592）(600592.SH)发布公告，公司于2025年12月19日收到中国证券监督管理委员会福建 监管局(简称"福建证监局")下发的《关于对福建龙溪轴承(集团)股份有限公司采取责令改正措施的决 定》(〔2025〕95号)。 ...

公司始创于1995 年6 月，2017 年11 月在深圳证券交易所创业板成功上市。 公司主要产品包括自润滑轴承、高性能改性工程塑料及氟塑料制品等，广泛应用于汽车、工程机械、机 器人、能源、港口机械、塑料机械、农业机械等行业。公司研发能力深厚，作为行业标准的主要制定者 之一，在国内外自润滑轴承行业均具有较高的品牌知名度和行业影响力，下游客户包括卡特彼勒、利勃 海尔、三一集团、豪迈科技等众多国内外知名企业。 公司为自润滑轴承龙头，具备较高品牌知名度 人形机器人量产路线清晰，有望打开公司第二增长曲线 当前人形机器人量产路线清晰，主要企业纷纷瞄准2026 年作为量产关键节点。公司在机器人领域的研 究方向主要是应用于关节处的自润滑轴承、部分直线执行器中的产品以及灵巧手的相关部件，下游客户 包括宇树科技等业内领先企业，目前公司部分产品在机器人零部件领域已实现批量销售，部分产品尚处 于送样及试验阶段，机器人业务收入规模占比较小，未来重点关注机器人业务进展。 盈利预测与估值 中性情景下，我们预计公司2025-2027 年实现营收12.91、14.87、17.07 亿元；归母净利润分别为2.71、 3.08、3.59 亿元；E ...

Group 1 - The core viewpoint of the news is that Longxi Co., Ltd. experienced a stock price increase of 5.28%, reaching 25.12 yuan per share, with a trading volume of 290 million yuan and a turnover rate of 2.96%, resulting in a total market capitalization of 10.037 billion yuan [1] - Longxi Co., Ltd. is primarily engaged in the research, production, and sales of various types of bearings, with the main business revenue composition being: bearing products 62.11%, metal material trade sales 32.42%, others 4.55%, gearboxes 2.82%, and powder metallurgy 0.87% [1] Group 2 - Among the top ten circulating shareholders of Longxi Co., Ltd., the Dongfang Alpha Fund has entered the list with its fund, Dongfang Alpha Preferred Mixed A (007518), holding 1.0467 million shares, accounting for 0.26% of the circulating shares, and has earned approximately 1.3188 million yuan in floating profit [2] - The Dongfang Alpha Preferred Mixed A fund was established on September 12, 2019, with a current scale of 128 million yuan, achieving a year-to-date return of 40.58% and a one-year return of 39.16% [2]