8月26日，西子洁能（002534）(002534.SZ)披露2025年半年度报告。在复杂多变的市场环境中，公司继 续坚持清洁能源装备主业定位，深耕余热锅炉、清洁环保能源装备、储能与核电等核心赛道，致力于为 客户提供全方位的能源利用整体解决方案。报告期内，公司实现营业收入27.94亿元，归母净利润1.48亿 元，扣非净利润1.29亿元，同比提升37.58%，整体经营稳健。特别是在余热锅炉巩固龙头优势、清洁能 源装备加速拓展、核电装备业务提速、海外市场持续突破的带动下，公司多能协同发展格局进一步清 晰。 战略聚焦四大板块管理优化推动高质量发展 在业务战略层面，西子洁能坚持"以做大做强余热锅炉、清洁能源装备、储能设备为核心的能源利用整 体解决方案与工程主业"为发展方针，围绕余热锅炉、清洁能源装备、储能设备等核心领域持续发力， 整体布局涵盖余热锅炉、清洁环保能源装备、系统解决方案及备件服务四大板块。 2025年上半年，公司清洁能源装备实现营收4.75亿元，同比增长38.65%，新增订单2.81亿元；余热锅炉 业务新增订单7.03亿元，继续巩固行业龙头地位。解决方案板块新增订单表现突出，成为公司重点发力 方向，备件及 ...

证券代码：603169 证券简称：兰石重装 公告编号：临2025-064 兰州兰石重型装备股份有限公司（以下简称"公司"）第六届董事会第四次会议于2025年8月21日以现场 加通讯表决方式在公司六楼会议室召开。会议通知于2025年8月15日以电子邮件方式送达全体董事。会 议应出席董事9人，实际出席董事9人，公司高级管理人员列席会议。会议由公司董事长郭富永主持，会 议的召集、召开符合《公司法》及公司《章程》的相关规定。 二、董事会会议审议情况 会议以记名投票方式形成如下决议： 1．审议通过《关于投资建设青岛核电装备产能提升项目的议案》 兰州兰石重型装备股份有限公司 第六届董事会第四次会议决议公告 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、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 同意公司全资子公司青岛兰石重型机械设备有限公司投资建设青岛核电装备产能提升项目，项目固定资 产投资估算为20,680.00万元。 表决结果：9票同意，0票反对，0票弃权。 详见公司同日于上海证券交易所网站（www.sse.com.cn）披露的《关于投资建设青岛核电装 ...

证券代码：002611 证券简称：东方精工 公告编号：2025-033 披露时间2025年08月14日 一、重要提示 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 √不适用 公司计划不派发现金红利，不送红股，不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ 3、公司股东数量及持股情况 单位：股 ■ 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 前10名股东及前10名无限售流通股股东因转融通出借/归还原因导致较上期发生变化 □适用 √不适用 4、控股股东或实际控制人变更情况 控股股东报告期内变更 二、公司基本情况 1、公司简介 ■ 2、主要会计数据和财务指标 □适用 √不适用 公司报告期控股股东未发生变更。 实际控制人报告期内变更 ...

□ 本报记者晏培娟艾培通讯员李心蕾 7月23日，在省重大项目——哈汽重燃及核电装备生产制造基地项目现场，大型车辆穿梭忙碌，主厂房 已完成封闭，其他辅房、内部管网等同步施工。该项目总投资10亿元，达产后年销售收入约11亿元，年 税收总额3100万元。项目建成后，哈电汽轮机(镇江)有限责任公司有望成为国内领先、行业一流的研发 制造基地。 7月16日，江苏省镇江船厂(集团)有限公司为荷兰船东建造的第二艘新型特种海洋风电装备安装运输船 提前两个月完工交付，标志着镇江船厂成功进入欧洲海工高端市场。作为镇江高新区船舶海工产业的领 军企业，今年以来，镇江船厂新接各类海工船舶订单31艘，比去年同期增长34%，目前在手订单超过60 艘，船舶交付期已延续到2028年。 "持续以创新引领产业强区、以产业激活创新动能，全力打造船舶动力产业链集群，在把优势做优、特 色做特中推动高质量发展。"镇江高新区党工委书记顾小俊说，要积极推动创新资源流动、产业协同升 级，坚定不移做大经济总量、产业规模、企业数量，以更多优质增量和特色标志成果为全省"挑大梁"多 作贡献。今年1—6月，该区GDP增长6.6%，制造业投资、高技术产业投资、技改项目投资均 ...

Industry and Company Insights - The pharmaceutical sector outperformed the overall market, with a 4.00% increase in the biopharmaceutical sector, driven by a 6.86% rise in the chemical pharmaceutical segment [8][9] - China National Pharmaceutical plans to acquire Lixin Pharmaceutical for a valuation of $1 billion, enhancing its technological platform and international capabilities [9][10] - The electric power equipment and new energy sector is optimistic about the establishment of China Fusion Energy Co., which has attracted investments totaling 11.5 billion yuan [11] - The food and beverage sector saw a decrease in fund holdings in the liquor segment, while the consumer goods segment experienced slight increases [12][14] - The automotive industry reported a 13.8% year-on-year increase in sales, with new energy vehicles accounting for 45.8% of total new car sales in June 2025 [15][16] Financial Engineering - The public FOF fund market saw a 10.01% increase in total scale, reaching 166.198 billion yuan by Q2 2025, with a median return of 2.62% for equity-focused FOFs [24][25] - The number of FOF products reached 518, with a significant portion allocated to equity and balanced funds [24][25] Company-Specific Analysis - Keda Li (002850.SZ) reported a net profit of 750-820 million yuan for H1 2025, reflecting a year-on-year increase of 16%-27% [22] - TBEA (600089.SH) is expected to benefit from the coal industry's recovery due to a recent government initiative to stabilize coal supply and pricing [23]

Investment Rating - The investment rating for the electric equipment and new energy industry is "Outperform the Market" (maintained) [1]. Core Insights - On July 22, China Fusion Energy Co., Ltd. was established with a total investment of 11.5 billion RMB from various stakeholders, marking a significant step in advancing fusion energy technology in China [2]. - The company will focus on overall design, technology verification, and digital R&D, aiming to build a technology research platform and a capital operation platform [2]. - The capital injection will be used for the construction of the technology research platform and integration of the industrial chain [2]. Company Summaries - **Jinbei Electric**: A leader in ultra-high voltage electromagnetic wire, with products used in nuclear fission projects. The company has developed a fourth-generation ultra-high temperature electromagnetic wire, ending reliance on imports in this field [2]. - **Guangda Special Materials**: A top domestic enterprise in special steel materials and wind power castings, with a strong technical foundation. The company supplies materials for superconducting coil armor and has successfully delivered low-activation martensitic steel [2]. - **Xuji Electric**: A leading enterprise in ultra-high voltage converter valves, with deep expertise in power electronics technology. The company has capabilities in new magnetic field power supply projects for magnetic confinement fusion [2]. - **Dongfang Electric**: A major energy equipment R&D and manufacturing group in China, successfully developing the first batch of blanket shielding modules for the International Thermonuclear Experimental Reactor (ITER) [2]. - **Shanghai Electric**: The largest comprehensive equipment manufacturing group in China, with a complete nuclear energy equipment manufacturing industry chain covering various nuclear power technologies [3]. Financial Forecasts - **Jinbei Electric**: Market capitalization of 7.6 billion RMB, with projected net profits of 570 million RMB in 2024, increasing to 770 million RMB by 2026 [5]. - **Guangda Special Materials**: Market capitalization of 6.6 billion RMB, with projected net profits of 110 million RMB in 2024, increasing to 410 million RMB by 2026 [5]. - **Xuji Electric**: Market capitalization of 25.3 billion RMB, with projected net profits of 1.12 billion RMB in 2024, increasing to 1.88 billion RMB by 2026 [5]. - **Dongfang Electric**: Market capitalization of 73.2 billion RMB, with projected net profits of 2.92 billion RMB in 2024, increasing to 5.52 billion RMB by 2026 [5].

Group 1 - Economic development zones are leveraging industrial advantages and technological innovation to cultivate new productive forces, accelerating the transformation of old and new driving forces for high-quality development [1] - Jiangning Economic and Technological Development Zone in Nanjing focuses on the integration of technological and industrial innovation, leading to the emergence of new industries and models [2] - Huaihua Yaxin Technology Co., Ltd. in Huaihua Economic Development Zone is enhancing its competitive edge in the international market through a collaborative layout of production bases and research centers [3] Group 2 - The National Graphene Innovation Center in Ningbo is increasing R&D investment and talent acquisition to integrate technological and industrial innovation, aiming to elevate manufacturing standards [4] - Tianjin Economic and Technological Development Zone is developing high-end shipping services while promoting the integration of shipping and manufacturing industries to enhance economic development [5] - Cangzhou Economic Development Zone is supporting small and micro enterprises in achieving technological autonomy through tailored strategies, leading to successful bids for national nuclear power projects [6]

Group 1 - The company is advancing its fourth-generation nuclear power equipment project, which will alleviate current capacity bottlenecks and enhance production capabilities, aligning with national nuclear power development policies [1] - The company expects a net profit attributable to shareholders of 190 million to 205 million yuan for the first half of the year, primarily due to improved order quality and the absence of previous year's subsidy impacts on the renewable energy sector [1] - The company specializes in manufacturing industrial waste heat boilers, large and special material pressure vessels, nuclear safety equipment, and environmental remediation services [1] Group 2 - The company has been manufacturing nuclear power equipment since 1998 and has completed several significant domestic and international projects [2] - Nuclear power plays a crucial role in the emerging energy system due to its economic, low-carbon, and stable characteristics, with China approving 11 nuclear power units in 2024, maintaining a global leadership position [2] - The domestic nuclear equipment localization rate has significantly increased, with key components achieving 100% localization, showcasing China's advanced nuclear technology on the global stage [3] Group 3 - The demand for small modular reactors is growing due to increasing global clean energy needs and the depletion of traditional energy resources, with supportive policies outlined in the "2030 Carbon Peak Action Plan" [3] - International cooperation in the nuclear sector is expected to strengthen, providing broader opportunities for the development of small modular reactor technology [3]

Group 1: Overview of Private Enterprises in China - The number of private enterprises in China is substantial, with 1.85 million organizations accounting for 96.76% of total operating entities as of the end of May [1] - The 20th China International Small and Medium Enterprises Expo showcased new technologies and products from domestic SMEs, highlighting their commitment to technological empowerment and new productivity cultivation [1] Group 2: Support for SMEs - Various government departments are actively implementing measures to support SMEs in areas such as market expansion, financing, and digital transformation [1] - The Shandong-based Yuhong Minxin (Shandong) Electronic Technology Co., Ltd. has developed a high-precision nano-membrane core for pressure sensors, addressing domestic gaps in high-end sensor technology [1] Group 3: Nuclear Power Equipment Manufacturing - Hebei Zhongyi Nuclear Power Equipment Co., Ltd. has successfully won contracts for several national nuclear power projects, breaking the foreign product monopoly [2] Group 4: Innovation and Technology Support - Cangzhou is focusing on supporting the transformation and upgrading of SMEs and the digital economy, with plans to implement an "Innovation Platform Attack Plan" to assist in high-value patent layout and technology localization [3] - Over 600,000 technology and innovation-oriented SMEs have been cultivated in China, with more than 140,000 specialized and innovative SMEs [3] Group 5: International Market Expansion - The Guangdong-based Indel Industrial Co., Ltd. specializes in manufacturing vehicle refrigerators and is expanding its international market presence, particularly in the electric vehicle sector [4] - The Ministry of Industry and Information Technology is committed to supporting SMEs in expanding international cooperation and enhancing their role in global supply chains [4]