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杭氧发力新能源产业抢占未来制高点
Hang Zhou Ri Bao· 2025-12-19 05:12
12月18日,杭氧集团氢能源装备产业基地项目在临安青山湖科技城正式投产。杭氧向绿、向新、向 深低温发展的新征程全面开启。 建成氢能源装备产业基地、开拓氢能和核聚变能领域、深耕"极低温"赛道……杭氧集团股份有限公 司作为中国气体产业和装备制造领域的龙头企业,加快产业转型拓展,发力新能源产业,全链条创新开 辟产业新路径,抢占未来科技制高点, 开启"十五五"发展新蓝图。 省内首个氢能源装备产业基地投产 杭氧集团氢能源装备产业基地。 现代化产业体系是中国式现代化的物质技术基础。党的二十届四中全会通过的"十五五"规划建议提 出,加快新能源、新材料、航空航天、低空经济等战略性新兴产业集群发展。完善产业生态,实施新技 术新产品新场景大规模应用示范行动,加快新兴产业规模化发展。前瞻布局未来产业,探索多元技术路 线、典型应用场景、可行商业模式、市场监管规则,推动量子科技、生物制造、氢能和核聚变能、脑机 接口、具身智能、第六代移动通信等成为新的经济增长点。 杭氧集团发布一系列新能源产业创新技术及产品。 杭氧临安制造基地一侧,新建的氢能源装备产业基地迎来了来自国内外的合作伙伴、行业专家及企 业代表。该项目占地面积62.53亩,建筑 ...
纽威股份(603699):业绩维持高速增长 海外产能释放值得期待
Xin Lang Cai Jing· 2025-11-01 00:38
Group 1 - The company reported a revenue of 5.6 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 25.8% [1] - The net profit attributable to shareholders for the same period was 1.11 billion yuan, with a year-on-year increase of 34.5% [1] - In Q3 alone, the company achieved a revenue of 2.2 billion yuan, showing a year-on-year growth of 36.0% and a quarter-on-quarter increase of 19.0% [1] Group 2 - The company's gross margin for the first three quarters of 2025 was 36.9%, up 0.2 percentage points year-on-year, while the net profit margin was 20.1%, up 1.4 percentage points year-on-year [1] - As of Q3 2025, the company had a gross margin of 38.7%, which is a decrease of 0.2 percentage points year-on-year but an increase of 2.6 percentage points quarter-on-quarter [1] - The company’s contract liabilities reached 650 million yuan, reflecting an increase of 84.3% compared to the beginning of the year [1] Group 3 - The global valve market is expected to exceed 92.3 billion USD by 2025, driven by energy transition and smart infrastructure demand [2] - The company provides high-performance products across various sectors, including oil and gas, chemicals, marine engineering, power energy, hydrogen, energy storage, carbon capture, and new energy [2] - The expansion of the company's factory in Vietnam and the new factory in Saudi Arabia are expected to be completed by 2026, enhancing the company's global strategy and market competitiveness [2] Group 4 - The forecasted net profits attributable to shareholders for 2025, 2026, and 2027 are 1.56 billion yuan, 1.96 billion yuan, and 2.29 billion yuan, respectively, indicating a compound annual growth rate of 26% over the next three years [2] - The company maintains a "buy" rating due to strong order backlog and anticipated growth from overseas business expansion and new capacity release [2]