港股东方电气（01072.HK）今日开盘后出现急剧拉升行情，最高价格达到119.9港元/股，较上一个 交易日收盘价上涨超700%。 记者从Wind行情数据看到，在上午9时30分22秒，东方电气出现一笔异常成交，以119.9港元/股的价格成 交400股。不过，该笔交易后，公司股价迅速回落。 | 09:30:18 | 19.040+ | 400 | | --- | --- | --- | | 2 | 19.040 | 7000 | | 3 | 19.020+ | 2200 | | 4 | 19.3004 | 5400 | | 5 | 19.3204 | 600 | | б | 19.340+ | 1200 | | 7 | 19.380+ | 1.08万 | | 8 | 19.340+ | 2800 | | 9 | 19.3804 | 1.36万 | | 10 | 19.380 | 1000 | | 11 | 19.380 | 5000 | | 12 | 19.380 | 26.96万 | | 13 | 19.360+ | 5.14万 | | 11 | 10.2204 | 0000 | | 09:30:22 | 1 ...

冰轮环境作为地方国企，拥有六七十年制冷压缩机研发经验，掌握全压 力、全宽温、多工制技术，并实现关键部件国产自主可控，为业务发展 奠定坚实基础。 公司业务结构多元，包括冷链装备（1/3）、能源化工装备（1/4）、中 央空调（1/3）和节能制热（近 10%），2024 年海外收入占比提升至 30%，全球化布局成效显著。 冰轮环境核心竞争力在于技术创新，拥有国内唯一螺杆制冷压缩机完全 自主知识产权，覆盖多种场景需求，并在二氧化碳和氨等制冷剂方面领 先。 IDC 业务由子公司顿汉布什集团承担，增长迅速，占中央空调收入约 30%，新签订单同比增长显著，预计未来几年将成为公司增长最快板块 之一。 公司两款产品入选工信部国家绿色数据中心先进技术名录，冷凝器和冷 却塔被列入国家节能降碳示范技术推荐名单，彰显其在绿色低碳技术领 域的实力。 Q&A 冰轮环境 20250716 冰轮环境的核心投资逻辑是什么？ 摘要 冰轮环境是一家主业扎实、表现优异的公司，主要产品是制冷压缩机，尤其在 螺杆压缩机领域达到了行业单项冠军水平，在冷链装备中的市场占有率也是行 业第一。公司所在赛道竞争格局良好，制造业基础扎实。过去一两个季度，公 司订单连 ...

证券代码：603173 证券简称：福斯达 公告编号：2025-029 杭州福斯达深冷装备股份有限公司 2025年半年度业绩预增公告 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。 重要内容提示： ● 本期业绩预告适用于实现盈利，且净利润与上年同期相比上升50%以上。 ● 公司预计2025年半年度实现归属于母公司所有者的扣除非经常性损益的净利润22,250.00万元到 25,750.00万元，与上年同期（法定披露数据）相比，将增加13,510.39万元到17,010.39万元，同比增加 154.59%到194.64%。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年6月30日 （二）业绩预告情况 ● 杭州福斯达深冷装备股份有限公司（以下简称"公司"）预计2025年半年度实现归属于母公司所有者的 净利润22,500.00万元到26,000.00万元，与上年同期（法定披露数据）相比，将增加12,052.50万元到 15,552.50万元，同比增加115.36%到148.86%。 经财务部门初步测算，预计20 ...

Core Viewpoint - Zhonghua Equipment is facing a projected loss for the first half of the year, while simultaneously planning to acquire two companies in the rubber machinery and chemical equipment sectors, indicating a strategic shift despite current financial challenges [1][2][3]. Group 1: Financial Performance - Zhonghua Equipment expects a net loss of between 14.71 million yuan and 22.06 million yuan for the first half of the year, which is an improvement compared to the previous year [1][2]. - The company anticipates a non-recurring net profit loss of between 9.87 million yuan and 17.22 million yuan for the same period [2]. - The decline in revenue is attributed to a slowdown in investment growth in the petrochemical and rubber tire industries, impacting equipment demand [3]. Group 2: Acquisition Plans - Zhonghua Equipment plans to acquire 100% of the shares of Yiyang Rubber Plastic Machinery Group Co., Ltd. and Beijing Blue Star Chemical Machinery Co., Ltd. through a share issuance [1][4]. - The acquisitions are part of a strategy to enhance the company's core competitiveness in the rubber machinery sector, supported by its parent company, China National Chemical Corporation [4][5]. - The company has previously managed Yiyang Rubber Machinery under a trust agreement due to conditions not being met for direct acquisition [5]. Group 3: Strategic Focus - The company is focusing on optimizing resource allocation internally and expanding market outreach externally, aiming to improve operational quality [3]. - A significant factor in the expected improvement in financial performance is the completion of a major asset restructuring project by the end of 2024, which will exclude overseas loss-making businesses from consolidated financial statements [3]. - Zhonghua Equipment plans to enhance market order acquisition and implement refined cost control measures in the second half of the year to boost operational efficiency [3].

证券代码：603173 证券简称：福斯达 公告编号：2025-029 杭州福斯达深冷装备股份有限公司 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。 重要内容提示： ? 本期业绩预告适用于实现盈利，且净利润与上年同期相比上升 50%以上。 ? 杭州福斯达深冷装备股份有限公司（以下简称"公司"）预计 2025 年半 年度实现归属于母公司所有者的净利润 22,500.00 万元到 26,000.00 万元，与上 年同期（法定披露数据）相比，将增加 12,052.50 万元到 15,552.50 万元，同比 增加 115.36%到 148.86%。 ? 公司预计 2025 年半年度实现归属于母公司所有者的扣除非经常性损益 的净利润 22,250.00 万元到 25,750.00 万元，与上年同期（法定披露数据）相比， 将增加 13,510.39 万元到 17,010.39 万元，同比增加 154.59%到 194.64%。 一、本期业绩预告情况 （一）业绩预告期间 （二）业绩预告情况 经财务部门初步测算，预计 2025 年半年度实现 ...

六月的南京，在中圣科技（江苏）集团股份有限公司（以下简称中圣科技）园区内，一台台印 有"Sunpower Tech"标志的高效换热器正整装待发。这些高端装备即将启程，将参与全球最大海上酸气 处理项目——Hail&Ghasha开发工程，在含硫量高达23%的极端工况下，为油气田提供高效稳定的换热 解决方案。这些承载着绿色使命的"中国智造"，正作为"钢铁外交官"，将可持续发展的中国方案输送至 全球能源枢纽。 凭借高效传热技术的持续创新，中圣科技的高端装备赢得了全球市场认可。远销海外的成功，从未 改变中圣科技植根于心的初心使命——将创新成果服务于国家所需、社会所盼，特别是致力于解决关系 国计民生的节能环保难题，以实际行动争做"美丽中国我先行"的实践者。 热尽其用：从白色烟羽到深度节能 火力发电厂烟囱的"白色烟羽"，因烟气团外形呈羽毛状而得名，其背后是空气污染与能源消耗问 题。十年前，火力发电厂作为能源消耗与转化单位，常常因工艺选择出现白烟滚滚，其中的可凝结颗粒 物可形成"石膏雨"，引发雾霾。中圣科技依托自主研发的高效传热技术，为火力发电行业提供解决方 案。 为响应行业之需、贴合应用场景，中圣科技依托高效传热技术，自主 ...

银轮股份：拟设合资公司 发力具身智能机器人零部件市场 6月12日，银轮股份（002126）发布公告称，公司与苏州伟创电气科技股份有限公司、深圳市科达利实 业股份有限公司、上海开普勒机器人有限公司及深圳市伟立成长企业管理咨询合伙企业（有限合伙）签 订《合资设立公司协议》，共同出资设立苏州依智灵巧驱动科技有限公司。银轮股份拟投资1000万元， 持股比例为20%。此次投资旨在借助各方在具身智能机器人零部件领域的技术优势和市场资源，推动具 身智能机器人产业的快速发展。 资料显示，银轮股份成立于1999年3月，主营业务是油、水、气、冷媒间的热交换器、汽车空调等热管 理产品以及后处理排气系统相关产品的研发、生产与销售。 所属行业：基础化工–化学制品–其他化学制品 福建金森：董事长应飚离任 6月12日，福建金森（002679）发布公告称，公司董事、董事长（法定代表人）应飚因工作原因提交书 面辞职报告，申请辞去董事、董事长及董事会专门委员会等相关职务。应飚的辞职将在公司选举出新任 董事长后生效，辞职后他将不再担任公司任何职务。 所属行业：汽车–汽车零部件–底盘与发动机系统 智明达：股东拟询价转让503万股股份 6月12日，智 ...

Group 1 - Gansu Province aims to establish a national strategic raw material guarantee zone, targeting an industrial output value exceeding 1 trillion yuan by 2030, while fostering competitive industrial clusters [1] - The raw materials industry in Gansu is showing strong support, with a projected industrial added value growth of 14.7% in 2024, outpacing the provincial average by 3.9 percentage points, contributing 70.8% to the province's industrial output [1] - Major projects, including a 65 billion yuan investment in the Juhua Silicon Fluorine New Materials project, are underway, alongside the acceleration of the Lanzhou Petrochemical ethylene renovation and JinChuan Group copper smelting process upgrades [1] Group 2 - Gansu is accelerating the construction of a distinctive industrial pattern in the equipment manufacturing sector, with key enterprises like Lanzhou Lishi Group and Electric Group being cultivated [2] - The province has established six major specialized sectors, including petrochemical equipment, new energy equipment, and high-end CNC machine tools, creating industrial clusters in Lanzhou and Tianshui [2] - With a solid industrial foundation, Gansu is set to promote the high-end, intelligent, and green transformation of manufacturing, supporting industrial upgrades in the western region [2]

Group 1 - The central government aims to establish a modern enterprise system suitable for China's conditions within approximately five years, emphasizing the integrity obligations of controlling shareholders and encouraging the introduction of institutional investors with over 5% shareholding as active shareholders in listed companies [1] - The State-owned Assets Supervision and Administration Commission (SASAC) previously proposed incorporating market value management into the performance assessment of central enterprise leaders, leading to a significant increase in the market value of state-owned enterprises [1] - Central enterprises are crucial in key industries such as finance, electronics, biomedicine, power equipment, national defense, and public utilities, and their performance is closely correlated with major stock indices [1] Group 2 - The "Kotevaluation" concept focuses on strategic emerging industries and advanced technologies that can transform into future industries, emphasizing high innovation, low valuation, and international competitiveness, particularly in critical areas like semiconductors and biotechnology [2] - China National Chemical Equipment Corporation focuses on chemical equipment and rubber machinery as a central enterprise [3] - CITIC Heavy Industries is a leading company in mining machinery and is developing special robots as a second growth curve [4]

Group 1 - The article discusses the independent financial advisory role of CITIC Construction Investment Securities Co., Ltd. for China National Chemical Equipment (Qingdao) Co., Ltd. regarding a major asset sale and related transactions in 2024 [1][2] - The transaction involves the conversion of a debt of €47,777.22 million into equity, resulting in the company no longer controlling Luxembourg Equipment, which will become an associate company [4][5] - The transaction has been approved and complies with relevant laws and regulations, including the Company Law and Securities Law [7][9] Group 2 - The financial advisor conducted due diligence and confirmed the authenticity, accuracy, and completeness of the information provided for the transaction [2][10] - The company aims to improve its operational status, asset quality, and financial condition through this major asset restructuring, transitioning its main business focus from plastic machinery to chemical and rubber machinery [11][12] - The financial data for 2024 shows a significant decrease in revenue by 17.18% to ¥961,181.95 million, while the net profit attributable to shareholders was a loss of ¥220,151.06 million [12]