（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘你好，公司产品是否能应用于潍柴动力的燃气发 电机组产品中？ 德宏股份（603701.SH）12月18日在投资者互动平台表示，尊敬的投资者，您好！公司产品车用交流发 电机是汽车的主要电源和车用发动机的关键零部件之一。目前公司产品主要应用于汽车，以及工程机 械、农用机械等非道路机械。 ...

北美缺电受益板块（燃机 HRSG）重点标的更新：杰瑞股 份、豪迈科技、博盈特焊 20251214 摘要 杰瑞股份预计 2025 年底至 2026 年通过超 2 亿美元燃气发电机组订单 实现约 15 亿人民币销售收入，净利润增量 3-4 亿元，并预计 2025 年 租赁收入达 7,000 万美元，对应 2 亿人民币利润。 杰瑞股份燃气轮机资源超 800 兆瓦，与贝克休斯、西门子合作，计划扩 展资源能力，目标是在全球高端数据中心能源赛道占据领先地位，五年 内发电板块规模达到 60-70 亿人民币收入水平。 博因汉公司股价在不到两个月内翻倍，受益于燃机发电板块热度， HRSG 业务发布 H2 级扩展公告，预计未来将发布订单公告验证接单能 力，推动股价上涨。 HRSG 公司近期扩产以满足客户需求，燃机行业自去年以来持续涨价， 预计未来几个季度 HRSG 也将涨价，中小型燃机配套存在巨大潜力。 博因汉公司主营业务稳步上升，海外市场净利润率接近或超过 20%，油 气期权业务供应德国和日本厂家，计划在中东本土配置产能，预计明年 一季度出现明显进展。 Q&A 杰瑞股份在北美发电机组业务上有哪些重大进展？ 杰瑞股份近期在北美发 ...

2024年，赛瓦特营收5.2亿元，同比增21%；净利4288.90万元，同比增15%。其中，境外营业收入较上年同期增长100.19%。 瑞财经 严明会 近日，赛瓦特（山东）动力科技股份有限公司（以下简称：赛瓦特）在山东证监局完成IPO辅导备案，拟北交所IPO。 赛瓦特成立于2006年，注册资本1.2亿元，主营燃油发电机组、燃气发电机组、太阳能发电机组、瓦斯发电机组和移动照明灯塔。 赛瓦特实际控制人为济宁市财政局，公司董事长为刘晓东。 ...

新华社杭州12月1日电（记者孔令杭）11月30日晚上8时，国家能源集团浙江安吉梅溪2×9H级燃机 新建工程1号机组已完成168小时满负荷试运行，正式并网发电。 据介绍，该项目建设两台单机容量84.3万千瓦燃气发电机组，机组效率高达64.15%，与常规百万千 瓦燃煤机组相比，效率提升约17个百分点。此次投运的是首台机组。 "两台燃机全部投产后，年最高发电量可达70亿千瓦时，能满足600万居民一年用电需求，将有效增 强今冬浙江电力供应，为当地产业升级与经济社会发展提供高效低碳的电力保障。"国网湖州供电公司 调控中心副主任沈诚亮介绍。 据国网浙江电力预测，今冬浙江全社会最高用电负荷将达到1.15亿千瓦。为保障全省电力可靠供 应，国网浙江电力加快新建发电机组并网。 数据显示，截至10月底，浙江省内电源装机已经达到1.74亿千瓦。 【纠错】 【责任编辑:邱丽芳】 ...

Robotics - Yuexin Health has established a joint venture with Jinshi Robotics to jointly develop robots in the health and wellness sector [1] - BYD is actively focusing on the field of embodied intelligent robots and is laying out future industries [1] - Huayang Group is advancing its supporting cooperation business in the robotics sector [1] - Lianchuang Electronics has shipped optical products related to humanoid robots, but sales remain low [1] Battery - Haimuxing has completed the entire process for mass production of lithium metal solid-state batteries [1] Communication - Fenghuo Communication is in the pilot verification and small-scale commercial use phase for hollow-core optical fibers [1] - Tianfu Communication faced production and delivery challenges in the third quarter due to personnel or material shortages and is actively coordinating to increase output [1] PCB - Shiyun Circuit plans to build a new generation PCB intelligent manufacturing base project, expected to be operational by mid-2026 [2] - Shennand Circuit has HDI process capabilities in its PCB business [2] Electrical Equipment - Zhenjiang Co. continues to ship steel structure products such as gas turbine generator bases and shells for overseas gas turbine customers [1] - KOTAI Power can produce gas generator sets [1] Other - Rockchip has multiple clients launching AI toy products based on the company's main control chips [1] - Fu'ao Co. has no plans for A and B share mergers [1] - Water Co.'s special PTFE materials have been used in nuclear power facilities and ultra-high voltage fields [1] - Fuwei Co. has no plans to acquire Hongqi Automobile [1] - Xinheng has begun sales of liquid methionine products [1] - Changchun Gaoxin focuses on traditional advantages and innovative directions in endocrine metabolism, with over 40 candidate drugs in clinical stages or submitted for IND [1] - Huasen Pharmaceutical's special medical food production line will gradually release capacity [1]

Group 1 - The company, KOTAI Power (300153.SZ), confirmed that it can produce gas-fired generator sets, which can utilize biogas and associated gas as fuel [2] - The gas-fired generator sets can be integrated into modules to achieve combined heat and power (CHP) or combined heat, power, and cooling (CCHP), enhancing overall energy efficiency [2] - The company will continue to explore the potential for integrating its generator sets with new energy forms [2]

Core Viewpoint - KOTAI Power announced its capability to produce gas generator sets that can utilize biogas and associated gas as fuel, enhancing overall energy efficiency through integrated heat and power generation systems [1] Group 1 - The company can produce gas generator sets that utilize biogas and associated gas as fuel [1] - The products can be integrated to achieve combined heat and power (CHP) or combined heat, power, and cooling (CCHP) systems [1] - The company will continue to explore the potential for integrating its generator sets with new energy forms [1]

Core Viewpoint - The company, KOTAI Power, confirmed its capability to produce gas generator sets that can utilize biogas and associated gas as fuel, enhancing overall energy efficiency through integrated heat and power generation systems [1] Group 1 - The company produces gas generator sets that can operate on clean fuels such as biogas and associated gas [1] - The gas generator sets can be integrated for combined heat and power (CHP) or combined heat, power, and cooling (CCHP) systems [1] - The company is exploring the potential for integrating its generator sets with new energy forms [1]

Core Insights - The Anji Meixi Gas Turbine 500 kV transmission project has been officially completed and put into operation, facilitating the connection of two gas turbine units to the grid [1] - The project is part of Zhejiang Province's efforts to expand effective investment and promote green and low-carbon energy development [1] - The new gas turbine units have a capacity of 843,000 kW each, utilizing advanced technology with an efficiency of up to 64.15%, representing a 17 percentage point improvement over traditional coal-fired units [1] Investment and Infrastructure - The total investment for the Meixi Gas Turbine 500 kV transmission project is approximately 410 million yuan, which includes two sub-projects: the Meixi Power Plant to Miaoxi 500 kV line and the Changlongshan to Miaoxi 500 kV line renovation [1] - The project involved the construction of 113 new towers and 34.506 kilometers of double-circuit overhead lines, along with 1.948 kilometers of single-circuit overhead lines [1] Operational Efficiency and Capacity - Once both gas turbine units are fully operational, the annual maximum power generation is expected to reach 7 billion kWh, sufficient to meet the electricity needs of 6 million residents for a year [2] - The project enhances the capability of the northern Zhejiang power grid to accommodate renewable energy sources, ensuring 100% absorption of the clean electricity generated by the Meixi gas turbines [2]

Core Viewpoint - The company operates with a dual focus on "gas + clean energy," developing a comprehensive natural gas supply chain and actively expanding into clean energy sectors like photovoltaics [1][3]. Group 1: Business Operations - The company has established a full industry system for natural gas, including exploration, transportation, storage, and sales, while also expanding into clean energy such as photovoltaics [1]. - The gas-fired power generation business is primarily managed by its subsidiary, Shenran Thermal Power, which has two operational 9E gas-steam combined cycle units with a capacity of 2×180MW and plans to launch a 470MW 9F unit by June 2024 [1]. - The first 9F unit has generated approximately 1.02 billion kilowatt-hours of electricity since its launch, and the second unit is expected to contribute additional revenue [1]. Group 2: Supply Chain and Innovation - The company has secured natural gas supply agreements with major suppliers like PetroChina, Sinopec, and BP China, ensuring stable and secure gas supply through various infrastructure [2]. - A long-term agreement with PetroChina guarantees a contract volume of 9.69 billion cubic meters over ten years, while another agreement with Guangdong Dapeng Company ensures an annual supply of 271,000 tons of natural gas [2]. - The company has established a robust innovation ecosystem, with 7 national high-tech enterprises and 6 specialized enterprises, and has developed various gas control equipment and energy devices [2]. Group 3: Financial Outlook - The company has 53 gas business operating rights across 11 provinces, with a projected pipeline gas sales volume of 4.975 billion cubic meters in 2024, reflecting a year-on-year growth of 2.78% [3]. - The subsidiary, Swick, is the second-largest photovoltaic encapsulation film manufacturer globally, with an annual production capacity exceeding 1 billion square meters across four production bases [3]. - The company maintains a "buy" rating, with expected earnings per share of 0.52 yuan for 2025 and 2026, and 0.53 yuan for 2027, corresponding to a PE valuation of 13 times [3].