格隆汇12月10日丨佳电股份(000922.SZ)在投资者互动平台表示，小型堆因其安全性、部署灵活性及多 用途等方面的独特优势，在新一轮核能技术变革和国际产业竞争中的作用日益凸显。"玲龙一号"是中国 核工业集团有限公司自主研发并具有自主知识产权的多功能模块化小型压水堆堆型。公司控股子公司哈 动装成功为全球首座陆上商用模块化小堆——"玲龙一号"自主研制并交付全部4台核主泵。该主泵是反 应堆冷却剂系统的"心脏"，也是核岛最关键、制造难度最大的旋转设备，哈动装实现了全链条自主化研 制。同时佳电股份电动机及屏蔽泵已在中核小堆实现产品供货，产品可满足技术需求。未来公司将持续 深化核主泵技术迭代，推进装备标准化、智能化升级，依托"玲龙一号"示范经验，进一步巩固在小型模 块化核反应堆核心设备领域的领先优势，助力我国核能技术高质量发展。 ...

（文章来源：每日经济新闻） 每经AI快讯，佳电股份（000922.SZ）12月10日在投资者互动平台表示，小型堆因其安全性、部署灵活 性及多用途等方面的独特优势，在新一轮核能技术变革和国际产业竞争中的作用日益凸显。"玲龙一 号"是中国核工业集团有限公司自主研发并具有自主知识产权的多功能模块化小型压水堆堆型。公司控 股子公司哈动装成功为全球首座陆上商用模块化小堆——"玲龙一号"自主研制并交付全部4台核主泵。 该主泵是反应堆冷却剂系统的"心脏"，也是核岛最关键、制造难度最大的旋转设备，哈动装实现了全链 条自主化研制。同时佳电股份电动机及屏蔽泵已在中核小堆实现产品供货，产品可满足技术需求。未来 公司将持续深化核主泵技术迭代，推进装备标准化、智能化升级，依托"玲龙一号"示范经验，进一步巩 固在小型模块化核反应堆核心设备领域的领先优势，助力我国核能技术高质量发展。 ...

（记者 王晓波） 每经AI快讯，佳电股份（000922.SZ）12月10日在投资者互动平台表示，小型堆因其安全性、部署灵活 性及多用途等方面的独特优势，在新一轮核能技术变革和国际产业竞争中的作用日益凸显。"玲龙一 号"是中国核工业集团有限公司自主研发并具有自主知识产权的多功能模块化小型压水堆堆型。公司控 股子公司哈动装成功为全球首座陆上商用模块化小堆——"玲龙一号"自主研制并交付全部4台核主泵。 该主泵是反应堆冷却剂系统的"心脏"，也是核岛最关键、制造难度最大的旋转设备，哈动装实现了全链 条自主化研制。同时佳电股份电动机及屏蔽泵已在中核小堆实现产品供货，产品可满足技术需求。未来 公司将持续深化核主泵技术迭代，推进装备标准化、智能化升级，依托"玲龙一号"示范经验，进一步巩 固在小型模块化核反应堆核心设备领域的领先优势，助力我国核能技术高质量发展。 ...

Core Insights - China's clean energy equipment production has seen rapid growth this year, significantly contributing to the construction of a modern energy system and a new power system [2][6] - The core technology of clean energy equipment has achieved major breakthroughs in self-control, providing a solid foundation for energy security [3][8] Clean Energy Equipment Production Growth - In the first seven months of this year, solar cell production reached 470 million kilowatts, a year-on-year increase of 19.6% [2] - Wind and solar power accounted for 89.9% of newly installed power generation capacity in the first half of the year [2] - China's clean energy equipment has been exported to 108 countries and regions, with steady growth in export value [2] Technological Advancements - Sichuan Deyang is a major production base for clean energy equipment, with 70% of gas turbine units, 60% of nuclear power units, and 40% of hydropower units' core technologies developed there [3] - The G50 heavy gas turbine from Dongfang Turbine has achieved significant breakthroughs in core technology, laying the foundation for future commercialization and international competitiveness [4] - The first fourth-generation nuclear power plant with complete independent intellectual property rights has been operating stably for nearly two years, with a utilization rate of 75% and a domestic equipment rate of 93.4% [4][5] International Market and Ecosystem Development - China's clean energy equipment is transitioning from product exports to industry ecosystem outputs, with projects like the 1000-megawatt pumped storage power station in Cambodia [6] - The successful production of high-end shield pumps for a European chemical company marks the establishment of a technical and standard system [6] - Leading companies are driving small and medium enterprises to collaborate internationally, promoting a shift from product export to comprehensive output of technology, standards, and services [6][8] Standards and Global Influence - The rapid development of clean energy equipment in China is significantly influenced by standards, with numerous new standards being published at the 2025 World Clean Energy Equipment Conference [7] - The establishment and revision of 64 standards for the wind power industry during the 14th Five-Year Plan period have improved industry quality and safety [7] - China's participation in international standard-setting has enhanced its influence in the clean energy equipment sector, marking a shift from "market for technology" to "technology output standards" [8]

Group 1 - The core point of the article highlights the significant stock performance of Dayuan Pump Industry, which reached a 10.01% limit-up on August 27, trading at 57.26 yuan per share with a transaction volume of 1.28 billion yuan and a turnover rate of 15.12%, resulting in a total market capitalization of 9.433 billion yuan [1] - Dayuan Pump Industry is a globally recognized supplier of civil water pumps, with its main products including agricultural and commercial pumps as well as shielded pumps, widely used in agriculture, forestry, animal husbandry, industrial production, residential life, and urban construction [1] - The company holds 504 patents and has a sales network that spans over 100 countries and regions globally, having received multiple honors such as the China Famous Trademark and provincial high-tech enterprise status [1] Group 2 - As of March 31, the number of shareholders for Dayuan Pump Industry was 10,200, with an average of 16,200 circulating shares per person [1] - For the first quarter of 2025, Dayuan Pump Industry reported an operating income of 380 million yuan, representing a year-on-year increase of 37.21%, while the net profit attributable to shareholders was 39.2132 million yuan, showing a year-on-year decrease of 3.95% [1]

Core Insights - The company, Gaolan Co., has successfully applied its shielding pump products in liquid cooling systems for data centers [1] Company Summary - Gaolan Co. (300499.SZ) has announced the successful application of its shielding pump products in data center liquid cooling systems [1]

Core Viewpoint - The company and its subsidiaries produce shield pumps and reactor coolant pumps primarily used in the nuclear power station's main pumps [1] Group 1 - The company is involved in the production of shield pumps and reactor coolant pumps [1] - These products are essential components in nuclear power stations [1]

Group 1 - The core concept of the news is the significant stock price increase of Dayuan Pump Industry, attributed to its focus on liquid cooling technology, with a recent stock price of 42.85 yuan per share and a market capitalization of 7.1 billion yuan [1] - Dayuan Pump Industry has issued multiple announcements regarding stock price fluctuations, confirming that its liquid cooling business is part of its existing operations, with projected sales revenue of approximately 1.6 million yuan for data center liquid cooling products in Q1 2025, representing only 0.43% of total revenue [1] - The company has indicated that its production and operations are normal, with no significant changes in its main business or market environment, despite the recent stock price surge [1] Group 2 - Dayuan Pump Industry specializes in the research and manufacturing of pump products, focusing on civil pumps and shielded pumps, with applications in agriculture, home support, industrial chemicals, and liquid cooling [2] - The liquid cooling business achieved approximately 90 million yuan in revenue in 2024, reflecting over 80% year-on-year growth, with key clients including ZTE, Sugon, and Bitmain [2] - The global liquid cooling market is projected to grow from less than 3 billion dollars in 2024 to 21.3 billion dollars by 2030, with a compound annual growth rate exceeding 40% [2] Group 3 - The technical requirements for liquid cooling pumps are higher than those for traditional civil pumps, and the green data center sector imposes stricter standards regarding noise and safety [3] - Leading companies in the industry possess a first-mover advantage due to the increasing demand for environmentally friendly and efficient cooling solutions [3]

Group 1: Sales and Revenue - In 2024, the company's export business accounted for 53% of total receivables, with a gross profit margin of 39.13% [1][2] - The net profit for 2024 was 442 million yuan, representing a year-on-year growth of 15.30% [6] - The sales revenue from the U.S. market is uncertain, with expectations for 2025 indicating a potential decline of 15% to an increase of 5% [9] Group 2: Market Strategy and Competition - The company is focusing on expanding its market presence in Europe, Asia, the Middle East, and Southeast Asia to mitigate the impact of U.S. tariffs [1][5] - There is no plan for overseas production capacity at this time, despite the challenges posed by U.S. tariffs [5][12] - The company emphasizes that its products differ from those of its affiliate, Lingheng Electric, thus avoiding direct competition [2][4] Group 3: Product Development and Innovation - The company has developed a range of new products, including stainless steel pumps and specialized pumps for various applications [5][14] - Continuous training programs are conducted to enhance the technical skills of employees, ensuring ongoing innovation [5] - The company aims to maintain a focus on high-efficiency, energy-saving, and intelligent product development [8][9] Group 4: Financial Management and Shareholder Relations - The company is committed to maximizing shareholder value through a long-term profit distribution policy [2][6] - There are no current plans for share buybacks or significant shareholding increases by major shareholders [9][10] - The company actively manages financial risks and costs to ensure sustainable growth [5][9]