人民财讯11月24日电，崇德科技（301548）11月21日在机构调研时表示，气浮轴承和精密气浮主轴产品 方面，公司已组建气浮轴承研发攻关团队，完成气浮轴承市场需求摸底调研，确定以"自主研发+国际 合作+技术引进"模式实现破局发展。 ...

证券代码：301548 证券简称：崇德科技 4、公司核电板块的发展情况？ 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。 5、公司风电板块的发展情况？ 答：公司风电滑动轴承业务是公司动压油膜滑动轴承业务的有效组成部分，是上 市以来形成的新产品线；预计风电齿轮箱用滑动轴承营收相较于前两年有大幅增长， 且在手订单充足，预计未来风电业务成长性良好。公司正在努力提升激光熔覆效率， 对相关工艺进行改进。 湖南崇德科技股份有限公司 投资者关系活动记录表 编号：2025-011 | | 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 | | | □ ...

Core Insights - Hunan Chongde Technology Co., Ltd. reported a significant increase in Q3 2025 performance, with revenue reaching 162 million yuan, a year-on-year growth of 48.04%, and a net profit attributable to shareholders of 32.14 million yuan, up 75.66% year-on-year [1][2] Group 1: Business Performance - The company's strong performance is attributed to rising demand across multiple sectors, including nuclear power, wind power, gas turbines, and petrochemicals [1] - Key technologies have been successfully implemented, including high-performance bearings for the petrochemical sector and upgraded wind power sliding bearings, which have improved cost and reliability [1] - The business model has evolved from a single product supply to a "technology + service" model, providing comprehensive solutions for bearing selection, installation, and operation [1] Group 2: International Strategy - The company has seen a significant increase in international orders, successfully winning multiple projects from global clients [2] - A strategic acquisition agreement with Levicron has been signed, enhancing the company's brand influence and technical collaboration capabilities in Europe [2] - The company aims to leverage its price advantage and rapid delivery in international markets while focusing on domestic import substitution and ODM solutions [2]

Core Viewpoint - The company, Chongde Technology, reported strong financial performance in Q3 2023, driven by its "one core, two wings" strategy focusing on technological innovation, international expansion, and management upgrades [2][3]. Financial Performance - For the first three quarters, Chongde Technology achieved revenue of 445 million yuan, a year-on-year increase of 20.25% - The net profit attributable to shareholders reached 102 million yuan, up 19.68% - The net profit excluding non-recurring items was 89.32 million yuan, growing by 24.44% [2] - In Q3 alone, the company reported revenue of 162 million yuan, a remarkable increase of 48.04% - The net profit attributable to shareholders for Q3 was 35.78 million yuan, up 60.87% - The net profit excluding non-recurring items for Q3 was 32.14 million yuan, increasing by 75.66% [2] Technological Innovation - The company has made significant advancements in core technologies, including high-performance bearings for the petrochemical sector and upgraded wind power sliding bearings [3] - New products such as water-lubricated and air-floating bearings have received initial customer recognition, while PEEK material bearings are being supplied in bulk for refrigeration, deep well pumping, and high-speed gearboxes, becoming a new growth engine [3] Business Model Transformation - Chongde Technology is shifting from a single product supply model to a "technology + service" model, providing comprehensive solutions for bearing selection, installation, and operation [3] International Expansion - The company has seen a significant increase in international orders, successfully winning multiple projects with global clients [3] - A strategic acquisition agreement with Levicron has been signed, and the European center is now operational, enhancing the company's international brand influence and technical collaboration capabilities [3] Management Upgrades - The company has implemented internal management reforms, optimizing organizational structure, performance management, and information technology, fostering a more youthful and professional team [3] - Production systems have been upgraded, with new workshops and intelligent teams improving production efficiency and flexibility [3] Future Outlook - Chongde Technology plans to continue deepening its "one core, two wings" strategy, focusing on building a "high reliability + technological innovation" SUND brand [4] - The company aims to leverage ODM solutions domestically while emphasizing price advantages and rapid delivery internationally, promoting brand internationalization and high-end development [4]

Core Viewpoint - The company held an earnings briefing to discuss its business performance, financials, and future strategies with investors, highlighting its role as a key distributor for SKF in China and its focus on high-end precision bearing development. Group 1: Business Operations - The company is an important authorized distributor for SKF in China, focusing on rolling bearing products and considering the sale of SKF's robot series based on market demand [2] - The company currently has a sufficient order backlog and is experiencing good operational conditions [2] - The company’s accounts receivable accounted for 239.65% of net profit attributable to shareholders in the first half of 2025, with a customer base primarily consisting of state-owned enterprises and foreign companies with strong credit and risk resistance [2] Group 2: Financial Performance - In the first half of 2025, the company achieved operating revenue of 283.30 million, a year-on-year increase of 8.59%, and a net profit attributable to shareholders of 66.28 million, up 5.15% year-on-year [2] - The gross profit margin decreased by 3.77% to 37.37%, and the net profit margin fell by 2.82%, primarily due to product mix changes [2] - The company plans to distribute a dividend of 2 per 10 shares in the first half of 2025, representing approximately 26.1% of net profit [2] Group 3: Market and Competition - The company invests heavily in R&D to address competition and overcapacity in the bearing industry, focusing on high-end precision bearings such as water-lubricated and air-floating bearings [2] - The company’s overseas revenue grew by 14.58% year-on-year, with a gross margin of 50.04%, and new international clients concentrated in Europe and Asia [2] Group 4: Future Developments - The company is rapidly developing its energy storage business, with applications in multiple storage fields, and the shipbuilding segment grew by 29.34% in the first half of 2025 [2] - The company is not currently planning to acquire other companies to enter the humanoid robot industry but is exploring the application of dynamic pressure oil film sliding bearings in robotics [2] - The company signed a letter of intent for acquisition with Germany's Levicron, which is currently in active progress [2]

Core Viewpoint - Chongde Technology (301548.SZ) is actively engaging in the distribution of rolling bearing products from SKF and is focusing on the development of air-floating bearings and precision air-floating spindle products through a collaborative approach [1] Group 1: Company Strategy - The company has established a research and development team dedicated to air-floating bearings [1] - A market demand survey for air-floating bearings has been completed to inform future development [1] - The company aims to achieve breakthrough development through a strategy of "independent research and development + international cooperation + technology introduction" [1]

Group 1: Financial Performance - In the first half of 2025, the company achieved a revenue of 28,330.27 million, representing a year-on-year growth of 8.59% [4] - The net profit attributable to the parent company was 6,627.81 million, with a year-on-year increase of 5.15% [4] - The gross profit margin decreased by 3.77% to 37.37%, while the net profit margin fell by 2.82% [3] Group 2: Accounts Receivable - As of the first half of 2025, accounts receivable accounted for 239.65% of the net profit attributable to the parent company, significantly exceeding industry norms [2] - The company primarily serves state-owned enterprises and foreign companies, which are considered reputable and have strong risk resistance [2] Group 3: Research and Development - The company is focusing on high-end precision bearing research, including water-lubricated bearings and gas-lift bearings [3] - R&D investment details for the first half of 2025 can be found in the company's semi-annual report [3] Group 4: International Business - International revenue grew by 14.58%, with a gross margin of 50.04%, significantly higher than domestic levels [3] - New international clients are mainly located in Europe and Asia, particularly in energy generation and industrial drive sectors [3] Group 5: Dividend Policy - The proposed dividend for the first half of 2025 is approximately 26.1% of net profit, reflecting a balance between short-term shareholder returns and long-term cash flow considerations [3] Group 6: Strategic Acquisitions - The company signed a strategic acquisition agreement with Levicron, with ongoing progress in the acquisition process [4] - The acquisition aims to leverage Levicron's core technologies and customer resources to enhance existing business operations [4]

Core Viewpoint - Chongde Technology (301548) reported a revenue of 283.30 million yuan for the first half of 2025, marking an 8.59% year-on-year increase, and a net profit attributable to shareholders of 66.28 million yuan, up 5.15% year-on-year, indicating enhanced core business competitiveness [1] Financial Performance - The company plans to distribute a cash dividend of 2.00 yuan per 10 shares (including tax), totaling 17.31 million yuan in cash dividends [1] Technological Advancements - In the first half of 2025, Chongde Technology achieved multiple breakthroughs in technology research and development, with high-performance bearings successfully applied in the petrochemical sector, and continuous iterations of wind power sliding bearings solidifying cost advantages and reliability [2] - New product lines such as water-lubricated bearings and air-floating bearings are accelerating in research and industrialization, receiving initial recognition from customers [2] - PEEK bearings have achieved bulk supply in industries such as refrigeration, deep well pumping, and high-speed gearboxes, becoming a new growth point [2] - The company completed a new design of the production system and successfully relocated equipment, with the new workshop and intelligent team model now operational, significantly enhancing production efficiency and shortening delivery cycles [2] International Market Expansion - Chongde Technology's international strategy saw significant breakthroughs, with overseas revenue increasing by 14.58% and an overseas business gross margin of 50.04% [3] - The company successfully won multiple international client projects, expanding its global customer matrix [3] - A strategic acquisition agreement was signed with Germany's Levicron, marking the official operation of the European center, which will enhance the company's brand international influence and technical collaboration capabilities [3] - The company transitioned its business model from backend empowerment to proactive market engagement, providing comprehensive solutions to clients, marking a significant advancement in the commercialization of technology and creating a new competitive market model [3]

Core Viewpoint - The company reported a steady growth in revenue and net profit for the first half of 2025, despite facing external challenges such as international trade friction and industrial chain restructuring [4]. Financial Performance - The company achieved operating revenue of 283.30 million yuan, representing a year-on-year increase of 8.59% [4]. - The net profit attributable to shareholders reached 66.28 million yuan, reflecting a year-on-year growth of 5.15% [4]. Strategic Developments - The company is focused on a "one core, two wings" development strategy, emphasizing technological innovation, international expansion, and management upgrades [4]. - Internal reforms have been implemented to enhance operational efficiency, including organizational restructuring and performance management [5]. - A comprehensive upgrade of the production system has been completed, with new workshops and intelligent team models in operation, improving production efficiency and flexibility [6]. Technological Advancements - Significant breakthroughs in core technologies have been achieved, particularly in high-performance bearings and PEEK material applications, leading to successful market recognition [7]. - New product lines, such as water-lubricated and air-floating bearings, are being developed and recognized by customers, contributing to new growth points [7]. International Expansion - The company has seen a notable increase in international orders and has successfully secured multiple international client projects [8]. - A strategic acquisition agreement with Levicron has been signed, and the European center is now operational, enhancing the company's international brand influence and technical collaboration capabilities [8]. Future Outlook - The company plans to continue focusing on core technology breakthroughs, deepening international strategies, and improving management efficiency to drive sustainable growth and achieve annual targets [9].

Core Insights - The company reported a revenue of approximately 283 million yuan for the first half of 2025, representing a year-on-year growth of 8.59%, and a net profit attributable to shareholders of approximately 66.28 million yuan, up 5.15% year-on-year [2] - The global energy landscape is undergoing significant changes, with increased electricity consumption in data centers driven by rapid advancements in artificial intelligence, and a shift towards renewable energy in regions like Europe, leading to a heightened demand for stable and efficient power equipment [2] - The company is advancing its "one core, two wings" development strategy, focusing on technological innovation and global expansion [2] Technological Developments - The company achieved multiple breakthroughs in technology research and development, including successful applications of high-performance bearings in the petrochemical sector, further consolidation of cost advantages and reliability in wind power sliding bearings, and accelerated industrialization of innovative product lines such as water-lubricated and air-floating bearings [2] - PEEK bearings have been supplied in bulk to industries such as refrigeration, deep well pumping, and high-speed gearboxes [2] Manufacturing Management - The company completed a new design of its production system and successfully relocated equipment, with the new workshop and intelligent team model now operational [2] - A highly efficient discrete production model has been established, achieving refined management goals by reducing material variety while enhancing material information expression [2] International Market Performance - In the first half of 2025, the company's international strategy saw significant breakthroughs, with overseas revenue increasing by 14.58% and an overseas business gross margin of 50.04% [3] - The company successfully won multiple international client projects, expanding its global customer matrix [3] Business Model Transformation - The product line has successfully transitioned from a "backend empowerment" model to a "proactive market engagement" strategy, providing comprehensive solutions to clients [3] - The upgrade from a single product supply model to a "technology + service" comprehensive model has opened up new growth opportunities for the company [3] Future Outlook - The company plans to continue following its "one core, two wings" strategy, solidifying its core industry, building high-end brands with core products, and accelerating international market expansion to mitigate domestic competition pressures and create high-quality growth opportunities [3]