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浙商中拓:中拓新材料高端精线暂无商业航空领域应用
Mei Ri Jing Ji Xin Wen· 2026-01-27 01:30
每经AI快讯,有投资者在投资者互动平台提问:公司微信公众号称,公司事业部为国家级首个聚变能 发电实验装置(可控核聚变)提供无磁钢,项目合同总量达4万吨。事业部联合专家团队全程参与图纸 优化,攻克工艺关键技术难题。请问公司还有参与了这个国家级项目的哪些材料?另外,中拓新材料二 期高端精线投产后,在冷镦精线材料攻克了高端制造毫米级难题,请问公司的高端精线不仅用于新能源 汽车,还在商业航空哪些领域得到了应用? 浙商中拓(000906.SZ)1月27日在投资者互动平台表示,公司在国家级紧凑型聚变能实验装置项目中供 应无磁钢、螺纹钢、盘螺和线材。中拓新材料高端精线暂无商业航空领域应用,公司高度重视技术创新 和新兴市场机遇,正积极关注商业航空领域的发展趋势,并基于自身产品性能,探索未来布局的可能 性。 (文章来源:每日经济新闻) ...
太钢不锈:未来发展将聚焦“产品高端化、绿色化、制造智能化”三个维度
Quan Jing Wang· 2025-09-13 04:37
Core Viewpoint - Taigang Stainless Steel (000825.SZ) is focusing on high-end product development and green manufacturing while responding to market demands and maintaining operational efficiency in a challenging steel industry environment [1][2][3] Group 1: Company Performance - In the first half of 2025, Taigang Stainless Steel achieved a revenue of 45.967 billion yuan and a net profit of 393 million yuan, representing a year-on-year increase of 182.74% [3] - The company's non-recurring net profit reached 316 million yuan, a significant increase of 652.96% compared to the same period last year [3] - Basic earnings per share were 0.069 yuan, up 187.50% year-on-year [3] Group 2: Industry Context - The steel industry is experiencing a decline in both supply and demand, with national macro-control policies positively impacting the profitability of carbon steel hot-rolled sheets [3] - The stainless steel sector is facing pressure on profitability due to challenges in both purchasing and sales [3] Group 3: Strategic Focus - The company is not planning significant capacity investments due to evident overcapacity in the stainless steel market, which has over 50 million tons of capacity with only a 70% operating rate [2] - Future strategies will focus on three dimensions: 1. Product high-endization, targeting high-demand products and enhancing brand value [2] 2. Green manufacturing, emphasizing low-carbon technologies and increased use of renewable energy [2] 3. Intelligent manufacturing, leveraging AI to redefine traditional steel production processes [2] Group 4: Project Involvement - Taigang Stainless Steel is poised to benefit from the Yajiang Hydropower Project, which is expected to generate a steel demand of 4-6 million tons, significantly impacting the steel industry [1] - The company has developed a range of supporting products for large-scale hydropower units since 2012, achieving recognition from both domestic and international high-end hydropower manufacturers [1]