证券日报网讯1月5日，华伍股份（300095）在互动平台回答投资者提问时表示，公司现有业务主要聚焦 于港口、冶金等工业制动领域，以及风电、水电等清洁能源装备和工程机械、轨道交通等相关配套，产 品技术主要满足上述应用场景对制动安全性、可靠性的高要求。在商业航天领域，公司尚处于起步和探 索阶段，未形成规模性订单或产生重大营收，对公司整体经营业绩的影响较小，公司目前尚未与天兵科 技存在业务合作关系。公司将持续关注行业动态，审慎推进相关布局。 ...

证券日报网讯12月29日，东方电气（600875）在互动平台回答投资者提问时表示，东方电气在2025世界 清洁能源装备大会上发布了自主研发的首款15兆瓦纯氢燃气轮机。 ...

新华社上海12月25日电（记者杨有宗、龚雯）"机器人同事"如何赋能工厂？eVTOL又将怎样重构出行？在新质生产力加速崛起的浪潮中，新兴产业赛道不断 涌现新标杆。"机器人同事"、eVTOL、绿色储能……新兴产业赛道上的一个个新事物，不仅彰显着中国产业创新的活力，更解码着经济向高端化、智能化、 绿色化跃升的核心动力，成为推动高质量发展的重要引擎。 新时达工厂内的小负载机器人自动化生产线。新华社发随着工业机器人技术的成熟和成本优化，越来越多制造企业开始批量引入，从汽车零部件加工到电子 终端组装，"机器人同事"已逐渐成为生产线标配。2025年，工业机器人正加速渗透到实体经济各领域，成为发展新质生产力的重要载体。全国各地也纷纷出 台政策支持工业机器人产业发展，搭建产研对接平台，推动机器人与汽车、机械、电子等产业深度融合，助力制造业从规模扩张向质量效益转型。工业机器 人产量持续攀升，印证着我国制造业智能化转型的坚实步伐。国家统计局数据显示，2025年1月至10月，我国工业机器人产量达到60.27万台，同比增长 28.8%，已超过2024年全年，产量创出新高。"空中交通"成现实 低空经济打开万亿市场"从上海飞苏州只要15分 ...

格隆汇12月24日丨浙富控股(002266.SZ)在投资者互动平台表示，公司桐庐清洁能源装备项目部分已竣 工验收，目前部分设备尚在调试中。 ...

浙富控股（002266.SZ）12月24日在投资者互动平台表示，公司桐庐清洁能源装备项目部分已竣工验 收，目前部分设备尚在调试中。 每经AI快讯，有投资者在投资者互动平台提问：公司在杭州桐庐新建的高端清洁能源装备项目，公司 预计什么时候能建成投产？ （记者 王晓波） ...

格隆汇12月24日丨浙富控股(002266.SZ)在投资者互动平台表示，公司桐庐清洁能源装备项目部分已竣 工验收，目前部分设备尚在调试中。 ...

12月17日晚，中国中车（601766）公告披露，公司及下属企业于近期（主要为2025年9月至12月）签订了若干项重大合同，合计金额约533.1亿元，占公司 2024年营业收入的21.6%。 值得关注的是，在若干项重大合同中，风电设备和储能设备累计合同金额高达166.5亿元。 公告显示，中国中车下属企业与中国电建集团中南勘测设计研究院有限公司、华润新能源（伊吾）有限公司、中绿电（若羌）储能科技有限公司、内蒙古 能源集团化德电储新能源有限公司等分别签订了总计约166.5亿元的风电设备销售合同和储能设备销售合同。 作为全球规模领先、品种齐全、技术一流的轨道交通装备和重要的清洁能源装备供应商，中国中车正加快向"制造+服务"和系统解决方案提供商转型。其 中，公司依托轨道交通装备领域积累的核心技术优势，已构建起覆盖风电全产业链的产业格局，产品涵盖发电机、叶片、塔筒、变流器、齿轮箱、变压器 等关键零部件的完整产业链。 在技术创新方面，中国中车持续突破，近期推出的12MW级超大功率高速传动系统永磁风力发电机，融合双馈与中速永磁技术路线的优势，进一步巩固了 其在高端风电装备领域的竞争力。 铁路设备和新产业齐头并进 2025年 ...

证券代码：002353 证券简称：杰瑞股份 烟台杰瑞石油服务集团股份有限公司投资者关系活动记录表 编号：20251217 | | 特定对象调研 □媒体采访 | □分析师会议 □业绩说明会 | | | | --- | --- | --- | --- | --- | | 投资者关系活动 类别 | □新闻发布会 | □路演活动 | | | | | 现场参观 | | | | | □其他 | | | | | | | | 场次一 | | | | | 序号 | 代表机构 | 姓 名 | | | | 1 | 汇添富基金 | 蔡志文 | | | | 2 | 汇添富基金 | 马 磊 | | | | 3 | 汇添富基金 | 袁天洋 | | | | 4 | 汇添富基金 | 江 健 | | | | | 场次二 | | | | | 序号 | 代表机构 | 姓 名 | | | | 1 | Point 72 | Rex Feng | | | | 2 | Point 72 | Christina | He | | | 3 | 高毅资产 | 邢天成 | | | 活动参与人员 | | 场次三 | | | | | 序号 | 代表机构 | 姓 名 ...

Group 1: China Civil Aviation Information Network (00696) - The company is a leading GDS provider globally and the largest in China, with a global market share of approximately 28% and a domestic market share of about 95% [10] - The company's performance is highly correlated with the growth of the civil aviation industry, with expected flight bookings reaching 732 million in 2024, surpassing the 2019 peak [10] - The launch of the "official direct sales platform" in July 2025 positions the company to enter the trillion-yuan OTA market, aiming to reduce reliance on traditional OTAs [10] - The company is projected to achieve net profits of 2.21 billion, 2.43 billion, and 2.65 billion yuan from 2025 to 2027, with a maintained "buy" rating based on recovery in the civil aviation sector [10] Group 2: Xiangsheng Medical (688358) - Xiangsheng Medical has focused on ultrasound technology since its establishment in 1996, holding over 400 intellectual property rights and offering a comprehensive range of ultrasound products [11] - The company aims to leverage its "portable + intelligent" advantage, with products like SonoFamily series that include high-end and portable ultrasound devices, enhancing its competitive edge [11] - The company is expected to achieve revenues of 517 million, 620 million, and 744 million yuan from 2025 to 2027, with net profits projected at 146 million, 182 million, and 229 million yuan, respectively, maintaining a "buy" rating [13] Group 3: CIMC Enric (03899.HK) - CIMC Enric is a clean energy equipment platform under CIMC, focusing on LNG transportation, storage, and processing, with a projected net profit CAGR of 17% from 2020 to 2024 [13] - The company has a robust order backlog of 30.8 billion yuan, with 27.3 billion yuan in clean energy equipment orders, benefiting from the LNG market's growth [14] - The company is expected to achieve net profits of 1.13 billion, 1.47 billion, and 1.76 billion yuan from 2025 to 2027, with a "buy" rating based on a 29% upside potential from its current valuation [15] Group 4: PVA Industry (皖维高新 600063) - The company has established a comprehensive PVA industrial chain, with a focus on cost advantages and long-term growth potential, aiming to expand into high-value new materials [23] - The company is positioned to benefit from a recovery in demand for PVA products, with a projected increase in production capacity and profitability in the coming years [23] - The company is expected to achieve revenues of 8.064 billion, 8.881 billion, and 9.768 billion yuan from 2025 to 2027, with net profits projected at 473 million, 622 million, and 862 million yuan, respectively, maintaining an "overweight" rating [25] Group 5: Social Services Industry - The introduction of spring and autumn holidays has stimulated tourism demand, with significant increases in travel and spending during these periods [26] - The winter "snow holiday" policy has also contributed to the recovery of the ice and snow tourism industry, with various incentives driving participation [26] - The overall service consumption is expected to benefit from government policies aimed at boosting demand, with a focus on tourism and related sectors [27]

Core Viewpoint - Shenyin Wanguo has initiated coverage on CIMC Enric (03899) with a "Buy" rating, highlighting its strong financial health and robust order backlog, driven by growth in natural gas demand, decarbonization in shipping, and hydrogen industry policies [1] Group 1: Company Overview - CIMC Enric is a clean energy equipment platform under CIMC Group, focusing on transportation, storage, and processing equipment for natural gas, along with integrated services [2] - The company is expected to achieve a CAGR of 17% in net profit attributable to shareholders from 2020 to 2024, primarily benefiting from the continuous improvement in clean energy equipment performance [2] - The company has maintained a return on equity (ROE) above 10% over the past four years, with a dividend payout ratio exceeding 50% in the last two years [2] Group 2: Energy Equipment - The company has a strong order backlog, with total orders reaching 30.8 billion yuan as of Q3 2025, including 27.3 billion yuan in clean energy equipment [3] - Natural gas is expected to play a crucial role in energy transition, with anticipated price declines driving LNG infrastructure development, benefiting the company's leading position in LNG storage and transportation products [3] - The shipping industry is expected to see a doubling of LNG-powered vessels by 2030, driven by environmental regulations and economic advantages, which will boost orders for LNG bunkering vessels and fuel tanks [3] - The company is well-positioned to benefit from hydrogen energy policies, with its core products spanning the entire hydrogen production, storage, transportation, and utilization chain [3] Group 3: Energy Operations - The company is utilizing coke oven gas to produce blue hydrogen and LNG, with its first project set to be operational in 2024, aiming for a cumulative capacity of approximately 200,000 tons of hydrogen and 1 million tons of LNG by 2027 [4] - The potential for green methanol is significant, driven by decarbonization in shipping and renewable energy consumption, with the company’s 50,000-ton biomass methanol project expected to benefit first [4] Group 4: Other Business Segments - The chemical environment segment, which holds over 50% of the global market share in tank containers, is expected to face short-term pressure due to chemical cycle impacts, prompting the company to expand its after-market services [5] - The liquid food segment, including well-known brands like Ziemann beer equipment, is experiencing a slowdown in consumer demand, leading to a diversification strategy to enhance resilience [5]