证券时报记者 张娟娟 近日，中集集团在路演活动中表示，从订单储备看，截至2025年6月末，公司海工手持订单约55.5亿美元，已排产 至2027/2028年。从公司的经营状况来看，得益于在手订单保持高位，在高效交付的前提下，公司全年营收及利润 都有望保持较强的增长趋势。 事实上，不仅仅是中集集团，今年以来还有多家公司明确透露订单已排至2026年、2027年甚至2028年。 今年10月份，中国船舶透露，其订单饱满，排期已至2028年底，部分已到2029年。今年6月，中国动力透露，其主 要产品低速柴油机目前与年初价格基本持平，订单已排产到2028年。 上述公司只是国内部分订单饱满公司的缩影。今年以来，受益于行业景气度提升、"反内卷"行动持续推进以及自 身产能释放的三重利好，不少公司后续业务成长确定性高，呈现出产品排期长、订单充足等特征。 今年11月以来，上市公司通过投资者互动平台等公开渠道表示自身订单饱满或订单充足（含"行业景气度高"）， 据证券时报·数据宝不完全统计，这一类公司有77家。 从行业分布来看，这77家公司分布于13个行业，电力设备、机械设备、电子行业数量居前。 其中电力设备行业公司数量超过20家。整体 ...

Core Viewpoint - The company, Zhenjiang Co., has established a strong relationship with Siemens Energy, which enhances its market position in the gas turbine sector [1] Group 1: Customer Relationships - Siemens Energy is a key customer for the company, indicating a significant partnership that may lead to increased business opportunities [1] - The company has a competitive advantage in overseas customer channels, which is crucial for expanding its market reach [1] Group 2: Product Offerings - The company continues to supply steel structure products such as gas turbine generator bases and housings, which are essential components for gas turbines [1] - The rapid growth of the gas turbine industry is expected to drive demand for the company's products, leading to better business increments in gas turbine orders [1] Group 3: Market Recognition - There is an increasing recognition of the company's products among its customers, which is likely to contribute positively to future order volumes [1]

Core Viewpoint - The company has a strong channel advantage with deep ties to overseas customers, which is expected to enhance its business growth in the gas turbine sector as demand increases [1] Group 1: Company Performance - The company is continuously shipping steel structure products such as gas turbine generator bases and enclosures to overseas gas turbine customers [1] - The rapid development of the gas turbine industry and the increasing recognition of the company's products by customers are anticipated to lead to better business growth in gas turbine orders [1]

Core Viewpoint - The company, Zhenjiang Co., has a strong channel advantage with deep ties to overseas customers, which is expected to enhance its business growth in the gas turbine sector as demand increases [1] Group 1: Company Performance - Zhenjiang Co. is continuously shipping steel structure products such as gas turbine generator bases and enclosures to overseas gas turbine customers [1] - The rapid development of the gas turbine industry and the increasing recognition of the company's products by customers are anticipated to lead to better business growth in gas turbine orders [1]

Core Insights - The company, Zhenjiang Co., integrates design, research, production, and sales of port machinery, wind power components, electrolytic aluminum machinery, and engineering machinery steel structures [1] - The company is focusing on gas turbines with high efficiency, stability, and flexibility, which are suitable for data center power solutions, and has established strong overseas customer channels [1] - The company has significant growth potential in the field of exoskeleton robots and has formed a partnership to focus on intelligent control algorithms and bionic design, with four patent applications planned for 2024 [1] International Expansion - The company plans to establish a wholly-owned subsidiary in Germany with an investment of €6 million to enhance its global presence [1] - The establishment of a subsidiary in Hong Kong is aimed at leveraging its position as a major international financial and trade center to facilitate the company's internationalization [2] - The company is also setting up a subsidiary in Saudi Arabia to tap into the growing demand for photovoltaic fasteners in the renewable energy market, with an investment of 1,875,000 SAR [4]