本报记者 李勇 7月11日晚间，瓦房店轴承股份有限公司（以下简称"瓦轴B"）披露的业绩预告显示，经初步测算，公司预计今年上半年归 属于上市公司股东的净利润为-1900万元至-2500万元，同比减亏45.69%至58.73%；预计上半年扣除非经常性损益后的净利润 为-2800万元至-3800万元，同比减亏33.69%至51.14%。 瓦轴B拥有国内最大的轴承技术与产品的研发和制造基地，在轴承和相关领域积累了深厚的实践经验，具有较强的竞争实 力。 业绩预告显示，上半年，瓦轴B在经营方面仍承受着较大的压力。因受研发费用等上升的影响，公司业绩继续亏损。同 时，瓦轴B还在公告中提到，因受制裁影响，公司面临融资困难加剧、境内外客户采购降低甚至终止等不利局面，生存压力不 断增加。 瓦轴B公告中所提到的制裁指的是今年年初，公司曾被美国财政部（OFAC）列入"SDN清单"（Specially Designated Nationals and Blocked Persons List，即"特别指定国民与封锁人员名单"）。 辽宁同方律师事务所海口分所合伙人胡明明律师向《证券日报》记者表示："'SDN清单'通常由特定的国家或国际组织 ...

1.【 两大国产 EDA公司谈崩，华大九天宣布终止收购芯和半导体 】 7月9日晚间，国产EDA厂商华 大九天发布公告，宣布终止发行股份及支付现金购买资产并募集配套资金暨关联交易事项。据悉，公 司此前计划通过发行股份及支付现金的方式，收购芯和半导体科技（上海）股份有限公司 100% 股 份，同时募集配套资金。自筹划该交易以来，华大九天严格依照相关法律法规，积极联合各方推进各 项工作。然而，经过协商谈判，交易各方未能就核心条款达成一致。为切实维护公司及全体股东的利 益，经公司审慎研究并与交易各方友好协商，决定终止本次重大资产重组，并授权管理层办理终止相 关的各项事宜。（界面新闻） 2.【思特威推出 3MP车规级CMOS图像传感器新品SC326AT】 7月 10日 消息 ，思特威宣布推出 AutomotiveSensor(AT)Series系列3MP车规级图像传感器性能升级新品——SC326AT。作为思特威 车载系列产品中首颗实现全流程国产化的CMOS图像传感器，SC326AT基于思特威CarSens®-XR工 艺技术打造，采用3.0µm单像素与背照式架构设计，在感度、噪声抑制、高温成像稳定性、功耗控制 等核心性能 ...

证券代码：301548 证券简称：崇德科技 湖南崇德科技股份有限公司 同时，轴承产品作为工业装备的关键核心零部件，客户十分注重轴承性能的 可靠性、稳定性和服务保障的及时性，对轴承生产企业的业绩和品牌要求较高。 凭借卓越的技术创新实力、良好的产品品质、丰富的行业经验和快速响应的服务 能力，以及产品覆盖面更广、价格更优、产品交付周期更短等优势，公司已在下 游各行业树立起良好的口碑和品牌形象，建立了优质的客户资源优势，成为多家 主流能源配套厂商、石油化工、工业驱动设备及船舶配套厂商的供应商，为客户 提供各类满足其实际应用需求的产品。公司主要客户不仅包括了国内行业标杆企 业及大型国有企业集团，还包括多家国际知名跨国行业标杆企业。 3、公司的经营情况？ 答：2024 年公司实现营业收入 5.18 亿元，归母净利润 1.15 亿元，扣非归母净利 润为 9,602.09 万元；2025 年一季度公司实现营业收入 1.21 亿元，实现归母净利润 2,780.84 万元，扣非归母净利润为 2,246.96 万元。 2024 年度，公司产品分行业来看，工业驱动领域的营业收入为 2.98 亿元（滚动 轴承及相关产品的营业收入都分在 ...

7月9日晚，申科股份发布公告称，近日收到公司控股股东、实际控制人何全波及第二大股东北京华创与山东枣庄台儿庄区国资旗下深圳汇理于2025年7月7 日签署的《产权交易合同》《补充协议》，前两者拟合计转让41.89%的申科股份股权给深圳汇理，若转让顺利完成，深圳汇理将成为申科股份控股股 东。 因深圳汇理上述举措将导致其持有上市公司股份比例超过其已发行股份的30%，深圳汇理需履行全面要约收购义务，向申科股份除何全波与北京华创以外 的其他所有持有上市公司股份的股东发出全面要约。 【导读】山东区县国资拟控股申科股份，同时发出全面要约收购 值得关注的是，若本次要约收购期届满时，上市公司社会公众股东持有的股票比例低于25%，申科股份将面临股权分布不具备上市条件的风险。 2020年10月以来，屡屡尝试"卖壳"的申科股份实控人，这次能否如愿？ 股权转让触发全面要约收购 值得关注的是，若本次要约收购期届满时，上市公司社会公众股东持有的股票比例低于25%，将导致上市公司股权分布不具备《深圳证券交易所股票上市 规则》规定的上市条件，申科股份将面临股权分布不具备上市条件的风险。若申科股份出现上述退市风险警示及终止上市的情况，将有可能给申 ...

中国基金报记者 南深 2020 年 10 月以来，屡屡尝试 " 卖壳 " 的申科股份实控人，这次能否如愿？ 7 月 9 日晚，申科股份发布公告称，近日收到公司控股股东、实际控制人何全波及第二大股 东北京华创与山东枣庄台儿庄区国资旗下深圳汇理于 2025 年 7 月 7 日签署的《产权交易合 同》《补充协议》，前两者拟合计转让 41.89% 的申科股份股权给深圳汇理，若转让顺利完 成，深圳汇理将成为申科股份控股股东。 【导读】山东区县国资拟控股申科股份，同时发出全面要约收购 转让协议签署后，深圳汇理将取得上市公司申科股份 41.89% 的股份，超过上市公司已发行 股份的 30% ，按照《上市公司收购管理办法》等相关规定，前述股权转让将触发对申科股份 的全面要约收购义务。 因深圳汇理上述举措将导致其持有上市公司股份比例超过其已发行股份的 30% ，深圳汇理需 履行全面要约收购义务，向申科股份除何全波与北京华创以外的其他所有持有上市公司股份 的股东发出全面要约。 值得关注的是，若本次要约收购期届满时，上市公司社会公众股东持有的股票比例低于 25% ，申科股份将面临股权分布不具备上市条件的风险。 股权转让触发全面要约 ...

中国高端装备制造又迎来里程碑时刻。7月9日，全球最大辗环机全系列轴承在洛阳轴承集团股份有限公司下 线交付，填补了我国在超大型、超重载环形锻件装备核心零部件领域空白，标志着我国在该系列轴承的设计 与制造领域实现领跑。 同时，攻关团队创新加工工艺及检测方法，使轴承几何精度、旋转精度达到世界领先水平，打破了国外高端 轴承的技术垄断。 从产品应用场景来看，该项目轴承的成功研制，不仅满足了辗环机在极端工况下的高承载、强冲击、耐高温 等要求，还攻克了大尺寸、大壁厚套圈的材质均匀性和精密加工难题。 "此次产品的成功下线，不仅是洛轴集团技术实力的集中体现，也是我国轴承行业在超大型、超重载轴承的设 计与制造领域的又一次技术突破。轴承的交付，代表着我国超大型高端装备核心部件自主研发能力的不断提 升。"中国轴承工业协会理事长周宇表示。（记者 陈学桦 范坤鹏） 轴承，被喻为工业的"关节"，是机械设备的核心基础零部件，直接影响着装备制造能力。辗环机是大型环形 件制造核心装备，其轴承的精度、承载力和可靠性直接关系到国家重大装备的制造水平。此次需配套的辗环 机为首次研制，最大辗环直径22米，最大轧制力3552吨；其轴承的尺寸、重量超过行业 ...

Group 1 - The development of China's automotive industry has evolved from manual craftsmanship to advanced technology, exemplified by Xiaomi's factory where over 700 robots are involved in production, achieving a vehicle output every 76 seconds [1] - President Xi Jinping emphasized the importance of traditional manufacturing as a vital part of the real economy, advocating for technological innovation to revitalize traditional industries [1] - China's industrial growth has transitioned from reliance on imports to becoming the world's largest manufacturing nation with a complete range of industrial categories [1] Group 2 - The bearing industry, described as the "joints" of industry, has seen significant advancements, with China's manufacturing value added exceeding 30 trillion yuan annually since the 14th Five-Year Plan, maintaining a global leadership position for 15 consecutive years [2] - The shift from a broad manufacturing base to a focus on high-quality production is driven by technological empowerment, as seen in the application of graphene in sports shoes and innovations in the textile and apparel industry [2] - Shanghai's automated terminal has achieved a labor productivity rate 213% higher than traditional terminals, contributing to a record container throughput of over 50 million TEUs [2] Group 3 - The transition to green industries is exemplified by Ordos, which has developed multiple circular industrial chains from coal, moving from a reliance on coal as a fuel to utilizing it for materials and green industries [3] - Traditional industries are not synonymous with sunset or low-end industries; through technological advancements and innovation, they can evolve into high-value production sectors [3] - The emphasis on perseverance and the utilization of advanced technology and equipment is crucial for China's modernization and economic development [3]

Group 1 - The Shandong provincial government is implementing a standardized administrative law enforcement system to optimize the business environment, focusing on clear management through a "three-list" system [1][2] - The first list, the "Legal Matters List," clarifies who conducts inspections by identifying all administrative inspection items related to enterprises, with 434 inspection items published on the government website [1] - The second list, the "Inspection List," specifies what is inspected, comprising 512 categories of inspections with 1,267 inspection items and 7,962 inspection contents, allowing enforcement personnel to check according to the list [1] Group 2 - The third list, the "One Industry One Book" administrative guidance list, addresses the issue of prioritizing enforcement over service, providing legal operation guidelines tailored to local industry characteristics [2] - For example, in Linqing City, a major bearing production area, the implementation of this guidance has led to a reduction in litigation cases by 13% and administrative penalties by 13.8%, while increasing employment to over 100,000 and achieving an annual output value exceeding 20 billion yuan [2]

Core Viewpoint - Wuzhou Xinchun is transitioning from traditional precision components to new energy vehicle components, facing risks related to the progress of new business developments [1][2][4] Group 1: Business Overview - The company specializes in bearings, precision mechanical components, automotive safety systems, and thermal management system components, leveraging over 20 years of expertise in precision manufacturing [4] - Wuzhou Xinchun is diversifying its product offerings based on core technologies in the bearing and precision component industry, entering new markets such as new energy vehicles and artificial intelligence hardware [4] Group 2: New Business Development - The company is focusing on the development of high-end screw products for automotive chassis systems, which are becoming mainstream due to their advantages in speed and efficiency [5] - The company has received orders for some of its screw products, indicating initial market acceptance [5] Group 3: Fundraising and Investment Projects - Wuzhou Xinchun plans to raise up to 1 billion yuan through a non-public stock issuance, with funds allocated for projects including the production of various types of screws and bearings [6][7] - The projects aim to enhance production capacity and upgrade product structure, leveraging the company's existing precision manufacturing technology [7] Group 4: Strategic Focus for 2025 - In 2025, the company aims to consolidate its leading position in the bearing industry while expanding into the new energy vehicle bearing market [8] - The strategy includes focusing on high-end equipment sectors such as aerospace and gas turbines, while phasing out low-efficiency production lines [8]

Core Viewpoint - Suzhou Tiejin Electromechanical Technology Co., Ltd. has completed a strategic financing round of nearly 200 million yuan, led by Dinghui Investment, aimed at product R&D, market expansion, and the construction of a second factory to strengthen its leading position in the micro and ultra-micro bearing sector and deepen its humanoid robot industry chain layout [1] Company Overview - Tiejin Technology was established in March 2012, with a registered capital of 45.3541 million yuan, focusing on the R&D, production, and sales of ultra-micro bearings, specifically precision ball bearings with inner diameters ranging from 1.0 to 8.0 mm [1] - The company's products are widely used in various industries, including industrial equipment, medical devices, low-altitude economy, embodied robots, and consumer electronics [1] Financial Performance - The projected operating revenue for Tiejin Technology is 274 million yuan in 2023 and 284 million yuan in 2024, with net profits of approximately 59.87 million yuan and 48.96 million yuan for the respective years [1] Shareholding Structure - Chen Zhiqiang directly holds 30.62% of the company's shares and is the actual controller, with a total of 58.64% voting rights through agreements with other shareholders [4] - Other significant shareholders include Wan Zhen Partnership and Yu Xian Partnership, holding 5.51% and 4.86% respectively, along with other individuals holding smaller stakes [4] Leadership Background - Chen Zhiqiang, born on November 10, 1975, has a background in precision electromechanical engineering, having held various positions in Shanghai Meibeiya Precision Electromechanical Co., Ltd. before becoming the chairman of Tiejin Technology [5]