格隆汇12月18日丨航天电器(002025.SZ)在互动平台表示，公司元器件产品广泛应用于航天、航空、电 子、兵器、通讯等领域，作为基础元器件供应商，公司无法准确知悉产品最终用途，但近年来公司在商 业航天领域的客户订货呈上升趋势。 ...

格隆汇12月18日丨惠而浦(600983.SH)公布，因实际经营及业务发展需求，公司拟与 Whirlpool Corporation（简称"惠而浦集团"）签署《<全球供应协议>有关元器件采购的补充协议》。公司与惠而浦 集团拟签订《<全球供应协议>有关元器件采购的补充协议》，主要内容如下： 1、《<全球供应协议>有关元器件采购的补充协议》适用于元器件和零件（以下合称"元器件"）的采 购。每一项同意自公司处采购并纳入工作说明书（SOW）的新元器件，均应由双方协商确定一个初始 约定价格的 PO。每一项元器件均须遵循《<全球供应协议>有关元器件采购的补充协议》约定的最低降 本比例。降本比例适用于全部元器件的 PO 价格。如果某一新元器件在某年第四季度启动生产 （SOP），则降本将在第三年1月份予以实施（于 SOP 日期之后的 12 至 15 个月后）。双方可商定高于 《<全球供应协议>有关元器件采购的补充协议》约定的最低降本目标。在此情况下，更高的降幅比例 应在元器件纳入采购范畴时确定，并作为工作说明书（SOW）的一部分予以记录。目前已在售的元器 件不适用《<全球供应协议>有关元器件采购的补充协议》约定的降本，并将另 ...

格隆汇12月18日丨惠而浦(600983.SH)公布，因实际经营及业务发展需求，公司拟与 Whirlpool Corporation（简称"惠而浦集团"）签署《 <全球供应协议> 有关 元器件采购的补充协议》。公司与惠而 浦集团拟签订《 <全球供应协议> 有关元器件采购的补充协议》，主要内容如下： 1、《 <全球供应协议> 有关元器件采购的补充协议》适用于元器件和零件（以下合称"元器件"）的采 购。每一项同意自公司处采购并纳入工作说明书（SOW）的新元器件，均应由双方协商确定一个初始 约定价格的 PO。每一项元器件均须遵循《 <全球供应协议> 有关元器件采购的补充协议》约定的最低 降本比例。降本比例适用于全部元器件的 PO 价格。如果某一新元器件在某年第四季度启动生产 3、除非《 <全球供应协议> 有关元器件采购的补充协议》另有约定，《全球供应协议》中约定的所有 其他条款仍然完全有效。如条款发生冲突，应以《 <全球供应协议> 有关元器件采购的补充协议》的条 款为准。 （SOP），则降本将在第三年1月份予以实施（于 SOP 日期之后的 12 至 15 个月后）。双方可商定高于 《 <全球供应协议> 有关元器件采 ...

2、《有关元器件采购的补充协议》的有效期自2026 年1月 1 日起至 2029 年 12 月 10 日止。 格隆汇12月18日丨惠而浦(600983.SH)公布，因实际经营及业务发展需求，公司拟与 Whirlpool Corporation（简称"惠而浦集团"）签署《有关元器件采购的补充协议》。公司与惠而浦集团拟签订《有 关元器件采购的补充协议》，主要内容如下： 1、《有关元器件采购的补充协议》适用于元器件和零件（以下合称"元器件"）的采购。每一项同意自 公司处采购并纳入工作说明书（SOW）的新元器件，均应由双方协商确定一个初始约定价格的 PO。每 一项元器件均须遵循《有关元器件采购的补充协议》约定的最低降本比例。降本比例适用于全部元器件 的 PO 价格。如果某一新元器件在某年第四季度启动生产（SOP），则降本将在第三年1月份予以实施 （于 SOP 日期之后的 12 至 15 个月后）。双方可商定高于《有关元器件采购的补充协议》约定的最低 降本目标。在此情况下，更高的降幅比例应在元器件纳入采购范畴时确定，并作为工作说明书 （SOW）的一部分予以记录。目前已在售的元器件不适用《有关元器件采购的补充协议》约定的 ...

惠而浦公告，因业务发展需求，公司拟与惠而浦集团签署《有关元器件采购的补充协议》。惠而浦集团 为公司关联人，本次交易构成关联交易，但不构成《上市公司重大资产重组管理办法》规定的重大资产 重组。本次交易已经公司2025年第四次临时董事会审议通过，尚需提交公司股东大会审议。 ...

Core Viewpoint - Qianfang Technology disclosed that as of September 30, 2025, the company's inventory book value is 262,302 million yuan, primarily consisting of equipment, components, materials for project contracts, as well as raw materials, semi-finished products, and finished goods necessary for production [2] Group 1 - The inventory book value of Qianfang Technology is 262,302 million yuan [2] - The majority of the inventory consists of project contract preparations, including equipment, components, and materials [2] - The inventory also includes raw materials, semi-finished products, and finished goods required for production [2]

证券日报网讯 12月3日，三环集团（300408）在互动平台回答投资者提问时表示，元器件产品价格随市 场供需情况等因素波动，公司将结合市场情况、生产成本等多因素确定产品价格。 ...

Core Viewpoint - The company is actively focusing on emerging technologies such as solid-state transformers to seize market opportunities in the distribution equipment sector [1] Group 1: Company Products and Services - The company's distribution equipment business includes high and low voltage busbars, medium and low voltage complete equipment, transformers, and smart components [1] - The company can provide a variety of products for data centers, including power busbars, smart busbars, complete equipment, and components [1]

Core Viewpoint - Guangdian Electric, established in December 1995 and listed in February 2011, specializes in high and low voltage power distribution equipment, focusing on reliable technology and stable quality [1] Group 1: Business Performance - In Q3 2025, Guangdian Electric reported revenue of 582 million yuan, ranking 18th among 26 companies in the industry, with the industry leader, Chint Electric, generating 46.396 billion yuan [2] - The revenue composition includes complete equipment and power electronic products at 743 million yuan (71.67%), components at 264 million yuan (25.48%), and others at 29.5587 million yuan (2.85%) [2] - The net profit for the same period was -1.4024 million yuan, placing the company 22nd in the industry, while the industry leader reported a net profit of 5.656 billion yuan [2] Group 2: Financial Ratios - As of Q3 2025, Guangdian Electric's debt-to-asset ratio was 14.95%, slightly up from 14.82% year-on-year, significantly lower than the industry average of 40.49%, indicating strong solvency [3] - The gross profit margin for the same period was 26.12%, down from 28.24% year-on-year, but still above the industry average of 23.98%, reflecting a competitive profitability advantage [3] Group 3: Executive Compensation - The chairman and president, Zhao Shuwen, received a salary of 1.6254 million yuan in 2024, a slight decrease from 1.6256 million yuan in 2023 [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 2.82% to 56,600, while the average number of circulating A-shares held per account decreased by 2.74% to 15,100 [5]

Core Viewpoint - The document outlines a plan by six departments to enhance the resilience and competitiveness of the machinery industry through various initiatives from 2025 to 2026 [1] Group 1: Industry Development Initiatives - The plan emphasizes the implementation of an industrial foundation reconstruction project focusing on high-reliability, high-strength, and high-quality basic components and advanced manufacturing processes [1] - It aims to promote the green, efficient, precise, and intelligent development of basic manufacturing processes such as casting, forging, electroplating, and heat treatment [1] - The initiative seeks to enhance the supply capacity of advanced manufacturing and improve the collaborative support capabilities of the industrial chain and supply chain [1] Group 2: Technological Advancements - A major technological equipment breakthrough project will be implemented to strengthen collaboration across the industrial chain and promote technology breakthroughs and application of results throughout the entire chain [1] - The plan aims to foster a favorable industrial ecosystem by facilitating the transformation of technological achievements [1] Group 3: High-Quality Manufacturing Development - The document outlines actions to promote high-quality development in manufacturing, targeting key areas such as industrial mother machines, agricultural machinery, instruments, industrial robots, rail transit equipment, and medical equipment [1] - The goal is to quickly achieve a number of landmark results in these fields [1] Group 4: Public Service Platforms - The plan includes the establishment of public service platforms for industrial technology, focusing on common needs in research and development, inspection and testing, and experimental verification for equipment enterprises [1] - It also aims to build industrial measurement testing and inspection centers to support these initiatives [1]