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一条曲轴“智变”,带动集群跨越
Xin Hua Ri Bao· 2025-12-28 22:03
□ 本报记者梅源 近日,总投资10.5亿元的大排量曲轴智能制造项目,在泰州市海陵区罡杨工业园区签约。项目将新建10 条智能化生产线,达产后预计年产曲轴300万套、年销售额超12亿元,标志着泰州市海陵区在以链式思 维推动产业转型升级、加快发展新质生产力的征程上迈出了关键一步。 此次项目主体江苏罡阳股份有限公司是海陵本土企业,1988年从生产摩托车曲轴起步,逐渐成长为全球 小型动力轴类产品的重要生产基地,在全球市场占有率高达45%,成为行业内的领军者。 面对消费升级带来的新市场需求,公司董事长陈杰表示:"新项目是我们实现智能制造、绿色制造的战 略布局,更是驱动企业迈向'百年罡阳、百亿罡阳'目标的核心引擎。"这一战略布局,彰显了企业创新 进取的决心。 "我们的目标不仅是培育单家企业,更是要锻造一条完整、坚韧的产业链。"海陵高新区相关负责人的话 语掷地有声。依托"车件之乡"深厚的产业底蕴和省级产业基地的强大平台优势,海陵区精心构建起一个 从核心部件研发生产、配套服务完善到市场拓展的全方位产业生态圈。 在这个生态圈中,各企业优势互补、协同发展。林海集团的自主品牌摩托车凭借卓越的品质和独特的设 计,年销量约3万辆;微特利 ...
秦安股份涨2.09%,成交额5609.28万元,主力资金净流入17.81万元
Xin Lang Zheng Quan· 2025-12-19 06:10
资金流向方面,主力资金净流入17.81万元,特大单买入340.66万元,占比6.07%,卖出439.84万元,占 比7.84%;大单买入824.42万元,占比14.70%,卖出707.43万元,占比12.61%。 秦安股份今年以来股价涨131.46%,近5个交易日涨0.49%,近20日涨15.44%,近60日涨18.32%。 今年以来秦安股份已经4次登上龙虎榜,最近一次登上龙虎榜为12月1日。 资料显示,重庆秦安机电股份有限公司位于重庆市九龙坡区西彭工业园区森迪大道58号,成立日期1995 年9月5日,上市日期2017年5月17日,公司主营业务涉及从事汽车发动机核心零部件:气缸体、气缸盖、 曲轴等产品的研发、生产与销售。主营业务收入构成为:机加分部96.71%,铸造分部58.96%,其他(补 充)2.34%。 12月19日,秦安股份盘中上涨2.09%,截至14:04,报18.54元/股,成交5609.28万元,换手率0.70%,总 市值81.35亿元。 秦安股份所属申万行业为:汽车-汽车零部件-底盘与发动机系统。所属概念板块包括:汽车零部件、年 度强势、长安汽车概念、理想汽车概念、融资融券等。 分红方面,秦安 ...
联合精密1.94亿收购打造新增长点 推进收入多元化毛利率达22.29%
Chang Jiang Shang Bao· 2025-12-18 01:25
12月16日晚间,联合精密披露对外收购计划,拟以1.938亿元收购成都迈特航空制造有限公司(以下简 称"迈特航空")51%股权。本次交易完成后,迈特航空将成为公司控股子公司。 长江商报消息联合精密(001268)(001268.SZ)将借助对外并购打造新的业绩增长点。 本次收购是联合精密进入新业务领域并培育利润增长点的重要举措。 长江商报记者注意到,作为美的、格力等家电企业的供应商,一直以来联合精密下游客户集中度较高。 为此,联合精密持续开拓新客户,并逐步开拓冰箱压缩机、汽车零部件等其他应用领域产品,增强收入 多元化,降低销售市场和客户集中的风险。 随着公司积极扩充产能并不断拓展客户资源,2025年前三季度,联合精密实现营业收入5.97亿元,同比 增长10.37%;归属于上市公司股东的净利润(以下简称"归母净利润")5954.16万元,同比增长18.57%。报 告期内,公司销售毛利率、销售净利率分别由上年同期的21.41%、9.28%提升至22.29%、9.97%。 本次交易中,交易对手方作出业绩承诺,2025年至2027年,迈特航空的净利润将合计不低于5600万元。 标的估值3.84亿承诺三年赚5600万 ...
1.9亿元!成都郫都企业被广东上市公司收购51%股权,三年对赌5600万净利润→
Sou Hu Cai Jing· 2025-12-17 11:13
12月16日晚间,广东扬山联合精密制造股份有限公司(证券简称"联合精密")公告称,公司拟以1.938亿元的价格收购邱廷贵等11个交易对手方合计持有的 成都迈特航空制造有限公司(以下简称"迈特航空")51%股权,并与交易对手方签署《股权转让协议》。本次交易完成后,迈特航空将成为公司控股子公 司。 以8月31日为评估基准日,用收益法评估的迈特航空股东全部权益价值评估值为3.84亿元,与账面股东全部权益1.93亿元相比评估增值1.91亿元,增值率为 98.61%。经交易各方协商,确定本次交易迈特航空51%股权的价格为1.938亿元。 迈特航空 为国家级专精特新"小巨人"企业 迈特航空成立于2010年,位于成都市郫都区,注册资本1497.59万元,是专业从事航空、航天标准件及结构件研发、制造、试验检测的国家级高新技术企 业、国家级专精特新"小巨人"企业,具备完整的标准件、结构件全工序加工制造、检测能力。公司实验检测中心通过了国家实验室(CNAS)认证,多种特 种工艺获得了Nadcap国际认证。迈特航空主要产品包括国标、航标、企标等标准件和结构件。 据悉,迈特航空法定代表人、董事长邱廷贵通过此次交易套现约1.04亿元, ...
南特科技登陆北交所 开启发展新起点
Huan Qiu Wang· 2025-11-28 01:41
Core Viewpoint - Nantong Technology has officially listed on the Beijing Stock Exchange, attracting significant attention from the capital market due to its strong technical foundation, stable customer resources, and clear growth trajectory [1] Group 1: Business Overview - Nantong Technology specializes in the research, production, and sales of precision mechanical components, primarily focusing on air conditioning compressor parts and automotive precision components [3][5] - The company has established stable partnerships with leading manufacturers such as Midea Group and Gree Electric, with component supply shares of approximately 13% and 30% respectively, indicating high market concentration and customer loyalty [3] - Nantong Technology has expanded its automotive precision parts business, achieving sales revenue growth from 6.25 million yuan in 2022 to 16.05 million yuan in 2024, reflecting a strong growth momentum [3] Group 2: Technological Innovation - The company emphasizes technological innovation as a core driver of development, holding 16 invention patents and 72 utility model patents, and has participated in drafting industry standards [3][5] - Nantong Technology has a complete production system from mold design to melting casting and precision processing, making it one of the few companies in the industry with full-process capabilities [5] Group 3: Financial Performance - The company has shown impressive financial growth, with operating revenues of 833.68 million yuan in 2022, 938.34 million yuan in 2023, and projected revenues of 1.03 billion yuan in 2024, reflecting a compound annual growth rate of 11.2% from 2022 to 2024 [6][8] - The net profit has also increased significantly, from 46.64 million yuan in 2022 to 98.22 million yuan in 2024, demonstrating strong profitability [6][8] Group 4: Production Capacity and Expansion Plans - Nantong Technology's production capacity utilization rates are high, exceeding 90% for precision parts and over 100% for cast parts in 2024, indicating a need for capacity expansion [10][11] - The company plans to implement two major fundraising projects, with a total investment of approximately 381 million yuan, aimed at expanding production capacity and enhancing research and development capabilities [11][12] - The projects include the construction of new production workshops and additional production lines, expected to significantly increase the annual production capacity of compressor components [12]
锚定方向 攻坚克难
Liao Ning Ri Bao· 2025-11-27 01:13
Group 1 - The 13th Plenary Session of the 13th Provincial Committee of the Communist Party of China in Liaoning has set the direction and blueprint for the province's comprehensive revitalization during the 14th Five-Year Plan period [1] - The meeting emphasized that the next five years will be a strategic opportunity period for Liaoning to consolidate and expand advantages, break bottlenecks, and strengthen weaknesses [1][2] - The focus will be on high-quality development, with efforts to achieve effective qualitative improvements and reasonable quantitative growth in the economy [1] Group 2 - Jinzhou aims to attract investment in key industries such as petrochemicals and new materials, targeting the creation of two trillion-level industrial clusters [1][2] - Fuxin is set to enhance its transformation and upgrading capabilities, focusing on clean energy and ecological projects to address development bottlenecks [2] - The optimization of the business environment is recognized as crucial for productivity and competitiveness, serving as a foundation for high-quality development in Liaoning [2] Group 3 - The provincial natural resources system will implement a special action to create the best business environment, providing comprehensive services for enterprises [3] - The transportation system will focus on modernizing infrastructure and enhancing the role of ports in supporting regional revitalization [3] - The development of the marine economy is highlighted as a strategic area, with initiatives to enhance competitiveness and foster growth in this sector [4][5] Group 4 - The low-altitude economy will be developed, with plans to enhance the capabilities of Shenyang Airport and achieve significant passenger throughput targets [5] - Liaoning's universities, such as Shenyang Pharmaceutical University, will leverage their strengths in research and innovation to support the province's high-quality development [5][6] - Companies like China Export & Credit Insurance Corporation and China Grain Reserves Corporation are committed to enhancing their roles in supporting the modern industrial system and ensuring food security [6]
三联锻造:对奇瑞汽车无直接或持股情况
Ge Long Hui· 2025-11-24 07:16
Core Viewpoint - Sanlian Forging (001282.SZ) indirectly supplies products to Chery Automobile, including components such as fork shafts, stainless steel high-pressure common rails, wheel hubs, and crankshafts, but has no direct ownership or stake in Chery Automobile [1] Group 1 - Sanlian Forging is an indirect supplier to Chery Automobile [1] - The products supplied to Chery include fork shafts, stainless steel high-pressure common rails, wheel hubs, and crankshafts [1] - There is no direct ownership or shareholding relationship between Sanlian Forging and Chery Automobile [1]
三联锻造(001282.SZ):对奇瑞汽车无直接或持股情况
Ge Long Hui· 2025-11-24 07:14
Core Viewpoint - Sanlian Forging (001282.SZ) indirectly supplies products to Chery Automobile, including components such as fork shafts, stainless steel high-pressure common rails, wheel hubs, and crankshafts, but has no direct ownership or stake in Chery Automobile [1] Group 1 - Sanlian Forging is an indirect supplier to Chery Automobile [1] - The products supplied to Chery include fork shafts, stainless steel high-pressure common rails, wheel hubs, and crankshafts [1] - There is no direct relationship or shareholding between Sanlian Forging and Chery Automobile [1]
亮相南京国际内燃机展!康硕激活商用车产业新动能
第一商用车网· 2025-11-21 01:48
Core Viewpoint - The article highlights the significant advancements and market strategies of Kangshuo Group in the internal combustion engine and power equipment industry, emphasizing its focus on low-carbon, electrification, and intelligent manufacturing solutions [1][3]. Group 1: Company Overview - Kangshuo Group, established in 2010, is recognized as a national high-tech enterprise and a "little giant" specializing in key components, leading the domestic market in intelligent manufacturing [1]. - The company has built long-term partnerships with major commercial vehicle manufacturers and engine factories, focusing on reliability and customer trust [3]. Group 2: Market Strategy - Kangshuo has adopted a strategy of producing, reserving, and developing products to meet the dynamic demands of the commercial vehicle market, ensuring value for customers [3]. - The company provides comprehensive support during product development, leveraging advanced sand mold 3D printing technology to assist clients in adapting to engine technology changes [3]. Group 3: International Expansion - Since 2021, Kangshuo has expanded into overseas markets, achieving notable success in sand printing services and casting supply [5]. - The company has established a service network across multiple regions, including Europe, South America, Southeast Asia, the Middle East, and Russia, enhancing its international presence [5]. Group 4: Technological Innovation - Kangshuo's sand mold 3D printing technology significantly reduces mold production time from two to three weeks to just six hours, improving efficiency and lowering costs [10]. - This technology supports the production of components for hydrogen internal combustion engines, meeting the industry's need for high-density cooling channels and other complex structures [10]. Group 5: Competitive Advantage - The company's integrated manufacturing process covers all stages from mold development to inspection, providing high-quality components efficiently [7][12]. - Kangshuo's one-stop service model allows clients to submit designs and receive complete production services, reducing project timelines by 20%-30% compared to competitors [13]. Group 6: Future Outlook - Kangshuo aims to continue its role as an innovative market leader, contributing to the global power equipment industry's development through advanced technology and high-quality products [14].
福达股份:公司当前在手订单状况良好,曲轴生产线与精密锻件生产线的产能建设正按计划推进
Mei Ri Jing Ji Xin Wen· 2025-11-14 09:03
Core Viewpoint - The company, Fuda Co., Ltd. (603166.SH), has reported a healthy order backlog and is committed to delivering orders as scheduled [1] Group 1: Order Status - The current order status of the company is good, indicating a strong demand for its products [1] - The company is actively working to ensure that orders are delivered on time [1] Group 2: Production Capacity - The production capacity construction for the crankshaft production line and precision forging production line is progressing as planned [1]