人民财讯11月27日电，杰瑞股份（002353）11月27日在电话会议中表示，公司目前拥有自主研发制造的 燃气轮机发电机组、往复式内燃机发电组、储能设备、变频设备等电力装备，已构建高度集成化、模块 化、智能化的燃气发电产品体系，可为石油天然气开发、调峰发电、应急发电、工业发电、数据中心等 多种应用场景提供定制化电力支持方案。同时，为保障核心部件供应，公司在与西门子多年合作的基础 上，更于近期与贝克休斯签署燃气轮机全球战略合作和规模订单协议。目前，公司已经正式斩获北美数 据中心发电机组销售订单，合同金额超1亿美元，公司会集中力量，尽快完成设备交付。 ...

2025年11月27日，东华重工与山能装备签署《股权转让协议》，东华重工以评估值3.45亿元收购山能装 备持有的高端支架公司100%股权。 格隆汇11月27日丨兖矿能源(600188.SH)公布,公司全资附属公司兖矿东华重工有限公司，拟收购山东能 源集团重型装备制造（集团）有限公司持有的山东能源装备集团高端支架制造有限公司100%股权。 ...

Group 1 - The core viewpoint of the article highlights that CIMC Enric (03899) has seen a stock price increase of over 3%, currently trading at 8 HKD, with a trading volume of 7.9186 million HKD [1] - On November 14, CIMC Enric announced a share buyback plan, intending to repurchase up to 1.5% of its issued shares, totaling no more than 30.4382 million shares, with a maximum expenditure of 200 million HKD [1] - The buyback aims to protect shareholder rights, strengthen market confidence, and enhance the company's investment value [1] Group 2 - According to Zhongtai Securities, CIMC Enric's new orders significantly accelerated in Q3 2025, with a year-on-year increase of 104.1% to 8.91 billion CNY, and the clean energy sector saw a 147.7% increase to 8.03 billion CNY [1] - Southwest Securities reported that the development of green methanol fuel vessels is rapidly advancing, with 75 vessels already in operation by September 2025, and the demand for methanol fuel from these vessels is expected to exceed 2 million tons per year [1] - The company's first phase of green methanol production, with an annual capacity of 50,000 tons, is expected to commence production in Q4 of this year [1]

Company Overview - The company was established in 1955 and joined the Xizi Elevator Group in 2002, listed on the Shenzhen Stock Exchange in 2011, and renamed Xizi Clean Energy Equipment Manufacturing Co., Ltd. in 2022 [4] - The main business includes the consulting, R&D, production, sales, installation, and engineering contracting of waste heat boilers and clean energy power generation equipment [4] Business Segments - The company operates in four main segments: waste heat boilers, clean energy equipment, solutions, and spare parts & services [4] - Waste heat boilers include products for power generation, steel, cement, and other high-energy-consuming industries [4] - Clean energy equipment encompasses waste incineration boilers, biomass boilers, and nuclear power equipment, primarily serving waste treatment plants and nuclear power stations [4] Nuclear Power Sector - The company has over 20 years of experience in the nuclear power sector, holding licenses for civil nuclear manufacturing [4][5] - It has supplied 186 conventional island pressure vessels and heat exchangers to multiple nuclear power stations [4] - A joint venture, Hangzhou Xizi Nuclear Technology Co., Ltd., was established in August 2025 to expand into the nuclear power market [5] International Expansion - The company focuses on Southeast Asia, South America, and countries along the Belt and Road Initiative for overseas markets [6] - Since 2024, the proportion of new orders from overseas markets has been increasing, contributing significantly to the company's performance [6] Order Status - In the first three quarters of 2025, the company achieved new orders totaling CNY 4.054 billion, with specific segments as follows: - Waste heat boilers: CNY 1.196 billion - Clean energy equipment: CNY 426 million - Solutions: CNY 1.94 billion - Spare parts & services: CNY 492 million [7] - As of September 30, 2025, the total orders on hand amounted to CNY 5.884 billion [7] Product Delivery and Market Position - The delivery cycle for boiler products typically ranges from 6 to 12 months for domestic projects, with longer timelines for overseas projects [8] - The company holds over 50% market share in the domestic gas turbine waste heat boiler sector, recognized as a leader in the industry [9] Collaboration with Kexin Technology - Kexin Technology is a leading provider of tower solar thermal power and molten salt energy storage solutions, with significant market shares in recent projects [10] - The company collaborates closely with Kexin Technology, supplying critical components for solar thermal projects and holding a 3.25% equity stake in Kexin Technology [10]

转自：中国质量报 精工铸重器 质量强国家 ——记第五届中国质量奖提名奖获得者东方电气集团东方汽轮机有限公司 □ 祝 宇 熊纹玉 在我国能源装备制造业版图上，东方电气集团东方汽轮机有限公司（以下简称"东方汽轮机"）占据很重 要的位置。前不久，这家深耕能源装备领域59载的企业，凭借"技术+管理"双擎驱动的质量管理模式， 斩获第五届中国质量奖提名奖。这一荣誉不仅是对该企业高质量发展成果的认可，更折射出我国能源装 备制造业在质量强国战略指引下，从跟跑、并跑到领跑的进阶之路。 "4个基础模块筑牢管理根基，5个重点模块破解核心痛点，N个自主模块适配个性化需求，这套系统让 精益从口号变为可落地的行动。"李艳介绍，在生产环节，企业建立拉式计划管理体系与五大配套中 心，实现主要部套制造周期缩短30%，关键部套人均效率增长近50%，整体产能提升60%，项目按期交 付率超98%；在供应链环节，通过品类管控、全生命周期管理、数字化协同，打造高效协同的精益供应 链体系，保障采购进度与质量稳定；在班组建设中，以"军、校、家"理念培育特色班组，公司承办的全 国机械冶金建材行业职工创新成果暨班组建设交流会，吸引110家企业的220余名代表观 ...

Core Insights - The article highlights the achievements of Dongfang Electric Group in the energy equipment manufacturing sector, showcasing its transition from a lagging position to a leading global player in the industry [1][2][5]. Group 1: Company Achievements - Dongfang Electric Group is recognized as one of the largest energy equipment manufacturing enterprises globally, with its power generation equipment output ranking among the top in the world for 20 consecutive years [1]. - The company has developed several significant projects, including the world's largest single-unit capacity hydropower generator at 1000 MW and the 26 MW offshore wind turbine, which is the largest in the world [1][5][6]. - The successful development of the 10 MW direct-drive offshore wind turbine in 2019 marked a significant technological leap, followed by the introduction of the 18 MW and 26 MW models in subsequent years [5][6]. Group 2: Historical Context and Development - The foundation of Dongfang Electric Group dates back to 1958, during China's third-line construction, leading to the establishment of the Deyang Hydropower Equipment Factory [2]. - The company played a crucial role in the construction of the Gezhouba Dam in the 1970s, overcoming significant technical challenges to produce a 170 MW hydropower generator [2][3]. - During the construction of the Three Gorges Project, Dongfang Electric Group independently tackled major technical issues, achieving breakthroughs that significantly improved the performance of hydropower generators [3][4]. Group 3: Technological Innovations - The company has made significant advancements in addressing vibration issues in hydropower generators, leading to a 70% reduction in electromagnetic vibration and a 5 dB decrease in noise levels [3][4]. - Dongfang Electric Group has developed proprietary technologies that have outperformed foreign competitors, demonstrating its capability in the energy equipment sector [4][5]. - The emphasis on innovation and self-reliance has been a driving force behind the company's success, aligning with national strategic needs and contributing to energy security [6].

Group 1 - The company has been actively engaged in the gas turbine market and has established partnerships with several international firms [2] - The company has received certification for its high-temperature alloy products from major companies such as Siemens Energy, GE Energy, Baker Hughes, and Caterpillar [2] - Some of the company's products have already entered mass production and supply [2]

Group 1 - The core point of the article highlights the recent decline in the stock price of Lanzhou Lanshi Heavy Equipment Co., Ltd., which fell by 5.34% to 10.81 CNY per share, with a trading volume of 257 million CNY and a turnover rate of 1.79%, resulting in a total market capitalization of 14.121 billion CNY [1] - Lanzhou Lanshi Heavy Equipment Co., Ltd. was established on October 22, 2001, and listed on October 9, 2014. The company specializes in traditional energy chemical equipment, new energy equipment, industrial intelligent equipment, and energy-saving and environmental protection equipment [1] - The main business revenue composition of the company includes traditional energy equipment (50.98%), metal new materials (16.65%), engineering general contracting (12.09%), energy-saving and environmental protection equipment (8.59%), industrial intelligent equipment (6.49%), new energy equipment (4.13%), technical services (0.70%), and others (0.37%) [1] Group 2 - From the perspective of the top ten circulating shareholders of Lanzhou Lanshi Heavy Equipment, Southern Fund's Southern CSI 1000 ETF (512100) reduced its holdings by 73,000 shares in the third quarter, now holding 5.9683 million shares, accounting for 0.46% of circulating shares, with an estimated floating loss of approximately 3.6407 million CNY [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion CNY. Year-to-date returns are 28.45%, ranking 1974 out of 4216 in its category; the one-year return is 19.26%, ranking 2173 out of 3922; and since inception, the return is 13.67% [2]

Core Viewpoint - The official launch of the new "High-end Energy Equipment Pipe Intelligent Production Line" by Dali Pu Holdings (01921) marks a significant advancement in the company's capabilities, emphasizing its commitment to technological innovation and sustainable manufacturing practices [1][2] Group 1: Production and Efficiency - The new production line will significantly enhance production efficiency through full-process automation and intelligent system collaboration, enabling large-scale and efficient output [2] - The comprehensive cost structure will be optimized by reducing unit production costs through intelligent transformation, thereby improving profitability [2] Group 2: Product and Quality Improvement - The product range will be more comprehensive, covering various oil pipe specifications and expanding into high-pressure boiler pipes and high-end mechanical pipes [2] - Quality consistency will be greatly improved due to a digital control system that ensures product stability and reliability, strengthening market competitiveness [2] Group 3: Strategic Support and Future Outlook - The production line will effectively support the implementation of the "Dali Pu High-end Energy Equipment Project" in Saudi Arabia by providing mature technology and practical foundations [2] - The establishment of this intelligent production line is a key milestone in the company's continuous innovation efforts, indicating a significant step forward in intelligent manufacturing and capacity upgrading [2]

Core Viewpoint - The official launch of the new "High-end Energy Equipment Pipe Intelligent Production Line" by Dali Pu Holdings marks a significant advancement in the company's capabilities in smart manufacturing and capacity upgrading, aiming to enhance product quality and service for the global energy sector while creating sustainable value for shareholders and investors [1][2]. Group 1: Production Efficiency and Cost Structure - The new production line will significantly enhance production efficiency through full-process automation and intelligent system collaboration, enabling large-scale and efficient output [1]. - The comprehensive cost structure will be optimized by reducing unit production costs through intelligent transformation, thereby improving profitability [1]. Group 2: Product and Quality Improvement - The product structure will become more comprehensive, covering various oil pipe specifications and expanding into high-pressure boiler pipes and high-end mechanical pipes [1]. - Quality consistency will be greatly improved due to a digital control system that ensures product stability and reliability, strengthening market competitiveness [1]. Group 3: Strategic Support and Innovation - The production line will provide a solid technological and practical foundation for the group's ongoing "Dali Pu High-end Energy Equipment Project" in Saudi Arabia [1]. - The establishment of this intelligent production line is a key milestone in the company's continuous innovation efforts, reflecting its commitment to technological advancement and lean management [2].