格隆汇12月5日丨富瑞特装(300228.SZ)在投资者互动平台表示，公司控股子公司富瑞新能研发制造的高 温压力腔体、磁控溅射腔体等产品可应用于半导体设备。 ...

格隆汇12月5日丨富瑞特装(300228.SZ)在投资者互动平台表示，公司控股子公司富瑞新能研发制造的高 温压力腔体、磁控溅射腔体等产品可应用于半导体设备。 ...

受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我们！ 一、部分案件已在审理中 回溯此案，公司曾因误导性陈述被监管出具行政监管措施，当时股价大跌并造成不少投资者出现损失。 目前维权时效还未到期，投资者还可加入维权。 上海沪紫律师事务所刘鹏律师团队代理的诉其证券虚假陈述责任纠纷案已递交多批次至法院立案审理， 并收到多批次核损报告。现符合要求的投资者还可加入。（南方精工维权入口） 根据相关法律法规暂定于2023年6月20日-2023年7月5日期间买入，并在2023年7月6日之后卖出或仍 持有而亏损的即符合要求。维权主张的是因公司误导性陈述造成的损失，投资者如在上述区间内有亏损 即可自主决定是否参与维权。 二、误导性陈述引纠纷 回溯此案背景。2023年6月19日，南方精工（维权）在深圳证券交易所互动易平台上回复投资者时，称 其"在国内RV减速机配套轴承等组件供应领域占据绝对的市场份额"，且"相关样品已送至美国特斯拉， 试验结果良好，获得较高认可"。 这些关于 ...

Investment Rating - The report assigns an "Accumulate" rating for the company, marking the first coverage of the stock [1]. Core Insights - The company, Hangyang Co., Ltd., is a leading domestic manufacturer of air separation equipment, with its gas sales business emerging as a new growth driver. The core business segments are air separation equipment and gas sales, which together are expected to contribute nearly 90% of revenue by 2024 [7][13]. - The air separation equipment market is experiencing a trend towards larger-scale production, with significant demand from the petrochemical and coal chemical industries, which are expected to drive future growth [7][40]. - The industrial gas market is a cyclical industry with a current market size of over 200 billion yuan in China, and the company is positioned to benefit from the ongoing trend of domestic production and increasing outsourcing of gas supply [7][19]. Summary by Sections 1. Company Overview - Hangyang Co., Ltd. has a long history in air separation equipment, starting from the development of China's first oxygen generator in 1956. The company has since evolved into a leader in the domestic market, with a market share of 43% in 2020 [13][16]. - The gas sales business has grown significantly, increasing its revenue contribution from 2% in 2007 to 59% in 2024, indicating strong growth potential [16][19]. 2. Air Separation Equipment - The air separation equipment industry is characterized by a clear trend towards larger equipment, with average production capacity increasing from 0.5 million m³/h in 2011 to 2.4 million m³/h in 2020. The demand is concentrated in the steel, petrochemical, and coal chemical sectors [40][44]. - The company is expected to benefit from the increasing demand for large-scale air separation equipment, particularly from new projects in the coal chemical sector in Xinjiang, which are projected to require substantial investment [46][47]. 3. Industrial Gas Market - The industrial gas market is a vital component of modern industrial production, with major applications in steel, petrochemicals, and electronics. The market is expected to grow significantly, with the company poised to capture a larger share as domestic production increases [19][37]. - The report highlights the potential for the company to expand its market share in the industrial gas sector, where it currently holds about 6% of the market, compared to over 60% for leading foreign competitors [7][19]. 4. Financial Projections - The company is projected to achieve a net profit of 1.16 billion yuan in 2025, with a corresponding dynamic P/E ratio of 24 times. The expected growth in gas prices alongside macroeconomic recovery is anticipated to support profitability [1][7].

（文章来源：每日经济新闻） 每经AI快讯，12月5日，减速器板块短线拉升，步科股份涨超15%，斯菱股份、力星股份、丰立智能、 五洲新春、精研科技等跟涨。 ...

Group 1 - The first phase of the Yibin Technology Industrial Park is expected to be fully operational by 2025 [2] - The second phase of the new high-power MPCVD single crystal diamond project will have some equipment ready for use by 2026 [2] - The equipment from the second phase will primarily produce cultivated diamond roughs, diamond heat sinks, and diamond optical window pieces, with the current market for diamond heat sinks and optical windows still developing [2]

格隆汇12月5日丨国机精工(002046.SZ)在投资者互动平台表示，公司航天类轴承仅在国内销售，头部的 民营火箭公司基本都是公司客户。 ...

Core Viewpoint - The company Guojijinggong (002046.SZ) announced that the Yibin Technology Industrial Park (Phase I) construction project is expected to be fully operational by 2025, while the new high-power MPCVD single crystal diamond project (Phase II) will have some equipment ready for use by 2026 [1] Group 1 - The Yibin Technology Industrial Park (Phase I) is projected to be fully operational by 2025 [1] - The new high-power MPCVD single crystal diamond project (Phase II) will have some equipment available by 2026 [1] - The equipment from the Phase II project will be used to produce cultivated diamond rough, diamond heat sinks, and diamond optical window pieces [1] Group 2 - The market for diamond heat sinks and diamond optical window pieces is still developing, resulting in limited market capacity [1] - Currently, the majority of products produced by existing equipment are cultivated diamond rough [1]

（文章来源：证券日报） 证券日报网讯 12月4日晚间，联德股份发布公告称，截至2025年12月3日，控股股东一致行动人湖州旭 腾、湖州佳宏、湖州朔谊、湖州迅嘉通过集中竞价减持公司股份2，405，800股，占公司股份总数的 1.00%，大宗交易方式减持公司股份3，282，200股，占公司股份总数的1.37%。本次减持计划实施完 毕。 ...

第二产业特别是高端制造业的稳定支撑作用依然关键。 即将到来的2026年，是"十五五"规划开局之年。 中国宏观经济论坛（CMF）日前发布的《中国宏观经济分析与预测报告》（下称《报告》）显示，2025年中国经济奋力寻求突 破，基本实现预期发展目标。未来五年，中国经济将保持中高速增长，但也面临出口回落、投资降速、房地产风险可能外溢等 风险挑战。 虽然仍然面临不少挑战，但《报告》称，中国经济平稳运行发展面临三大新机遇，即"十五五"规划的开启和适度超前布局将打 开全新增长空间、更加积极的财政政策和宽松的货币政策蓄势待发、微观市场主体将在宏观经济回暖基础上迸发新的活力。这 三大上行机遇将共同助力2026年中国经济稳中有进、回升向好。 具体到工业经济形势，《报告》指出，今年以来，工业生产保持强劲态势。企业效益在曲折中改善，亏损面减小，产能利用率 不足制约投资扩张动力。清理拖欠企业账款取得成效，产成品库存积压问题也得到一定缓解。 "值得注意的是，近年来第二产业贡献率呈现企稳回升迹象。"《报告》称。 工业生产顶压前行 今年以来，尽管国际环境复杂严峻，国内市场竞争压力上升，但更加积极有为的宏观政策有力实施，支持实体经济发展力度加 ...