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调研速递|湖南崇德科技接受投资者调研,聚焦业务布局与财务状况
Xin Lang Cai Jing· 2025-09-23 08:22
点击查看公告原文>> 责任编辑:小浪快报 9月19日15:40 - 17:00,湖南崇德科技股份有限公司通过全景网"投资者关系互动平 台"(https://ir.p5w.net)以网络远程方式召开业绩说明会,副总经理、财务总监、董事会秘书龙畅,证 券事务代表苏辉杰、何治兴出席,就公司业务、财务等方面问题与投资者进行交流。 本次投资者关系活动类别为业绩说明会,参与单位为投资者网上提问。以下为本次业绩说明会的精彩要 点: 1.经销产品:公司作为斯凯孚(SKF)在中国的重要授权经销商,经销其滚动轴承相关产品,在机 器人领域,将根据市场需求考虑销售斯凯孚机器人系列产品。 2.订单与经营:目前公司在手订单充足, 经营情况良好。 3.应收账款:2025年上半年应收账款占归母净利润比例达239.65%,公司表示客户群体 多为国央企、外资企业等装备业头部公司,信誉良好、抗风险能力强,具体应收账款情况可查阅2025年 半年报。 4.竞争与风险应对:面对轴承行业"内卷"及产能过剩压力,公司每年投入大量研发费用,聚焦 高端精密轴承研发,如 水润滑轴承、气浮轴承等新产品研发和产业应用;针对境外业务风险,密切跟 踪前沿技术趋势,评估与 ...
唐源电气在越南签署三方协议 布局“一带一路” 沿线市场取得进展
Sou Hu Cai Jing· 2025-08-22 13:53
Core Viewpoint - Tangyuan Electric has signed a comprehensive strategic cooperation agreement with the University of Transport and Communications (UTC) and Vietnam Construction Corporation, positioning itself as a priority strategic partner in the railway sector in Vietnam, focusing on urban rail transit and high-speed rail development [1][2]. Group 1: Cooperation Objectives - The agreement aims to integrate resources and advantages among the parties to promote the development of railway transportation technology and talent cultivation in Vietnam and Southeast Asia [1][3]. - Key cooperation directions include advancing technology research and application in the railway sector, talent training, academic and technical exchanges, and collaboration among enterprises, universities, and research institutions [3][4]. Group 2: Partner Profiles - UTC is a prominent engineering university in Vietnam with approximately 27,000 students and nearly 40 majors, focusing on transportation engineering, railway transport, civil engineering, mechanical engineering, and information technology [4]. - Vietnam Construction Corporation, established in 2009, is a leading EPC contractor in Vietnam, specializing in industrial plants, civil construction, transportation engineering, and infrastructure, with a strong track record in executing projects for international companies [4]. Group 3: Market Potential - Vietnam is seen as a key participant in the Belt and Road Initiative, with significant demand for railway construction, providing a favorable market entry point for the company [4][5]. - The company believes that its focus on machine vision intelligent detection equipment and the integration of artificial intelligence and robotics has vast application prospects in Vietnam and surrounding countries [5].