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崇德科技:公司核电轴承订单已创新高
Xin Lang Cai Jing· 2025-11-18 07:26
崇德科技(301548.SZ)发布投资者关系活动记录表公告称,公司的主要产品和服务为动压油膜滑动轴承 产品、风电滑动轴承、高速永磁电机产品及工业传动及服务,聚焦于能源发电、工业驱动、石油化工及 船舶等领域,滑动轴承产品广泛应用于重大装备、高精设备如重型燃气轮机、大型汽轮机、风力发电设 备、高效压缩机、高速电机、泵及齿轮箱等装备,为关键基础零部件。公司深耕核电滑动轴承多年,通 过持续自主创新推动国产化替代,已具备为核电领域含岛内主冷却剂泵在内的重大装配提供高可靠性滑 动轴承设计-制造-测试监测-评价等全套解决方案。通过长时间的厚积薄发,公司近年来核电装备配套订 单显著增加,承接了多个核电轴承项目,公司核电轴承订单已创新高。 ...
崇德科技(301548) - 2025年11月17日投资者关系活动记录表
2025-11-18 07:16
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 投资者关系活动记录表 答:公司深耕核电滑动轴承多年,通过持续自主创新推动国产化替代,已具备为 核电领域含岛内主冷却剂泵在内的重大装配提供高可靠性滑动轴承设计-制造-测试- 监测-评价等全套解决方案。通过长时间的厚积薄发,公司近年来核电装备配套订单 显著增加,承接了多个核电轴承项目,公司核电轴承订单已创新高。同时,为进一步 巩固公司核电板块的技术实力和市场地位,公司建设了主泵轴承专门生产线,提升产 能和品质保障能力。 6、公司的产能利用情况? 编号:2025-010 | | 特定对象调研 □分析师会议 ☑ | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 | | 参与单位名称 | 名单如下(排名不分先后): | | 及人员姓名 | 长城基金(林皓)、长城证券(孙诗宁) | | 时 间 | 年 月 日 2025 11 17 10:00-11:30 | | 地 点 | 公司会议室 | | 上市公司接待 | 龙畅(副总经理、财务总 ...
崇德科技(301548) - 2025年5月7日投资者关系活动记录表
2025-05-08 07:32
Group 1: Company Overview - The main products and services include dynamic pressure oil film sliding bearings, wind power sliding bearings, high-speed permanent magnet motor products, and industrial transmission services, focusing on energy generation, industrial drive, petrochemicals, and shipping sectors [2] - In 2024, the company achieved operating revenue of CNY 518 million and a net profit attributable to shareholders of CNY 115 million [2] Group 2: Financial Performance - In Q1 2025, the company reported operating revenue of CNY 121 million and a net profit attributable to shareholders of CNY 27.81 million [2] - For 2024, revenue by industry shows: - Industrial drive: CNY 298 million (57.64%) - Energy generation: CNY 121 million (23.31%) - Petrochemicals: CNY 44 million (8.41%) - Shipping: CNY 26 million (4.93%) - Other: CNY 30 million (5.70%) [3] Group 3: International Business - The company’s international business, including direct exports and domestic factory support, has been growing rapidly, with direct export revenue reaching CNY 80.68 million in 2024, a year-on-year increase of 27.87% [4] Group 4: Nuclear Power Sector - The company has developed high-reliability sliding bearing solutions for the nuclear power sector, with a significant increase in orders for nuclear power bearings [5] Group 5: Dividend Policy - The company actively implements a cash dividend policy, prioritizing cash dividends over stock dividends, and may consider mid-term profit distributions under certain conditions [6] Group 6: Product Development - The company has established a research team for gas-lift bearings, focusing on a development model of "independent research + international cooperation + technology introduction" [7] Group 7: Capacity Utilization - The company has improved capacity utilization through optimization of production equipment, processes, and logistics, with plans for significant capacity increases as new projects come online [8]