登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：605060 证券简称：联德股份 公告编号：2026-002 杭州联德精密机械股份有限公司 关于公司股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 杭州联德精密机械股份有限公司（以下简称"公司"或"本公司"）股票于2026年2月6日、2月9日、2月 10日连续三个交易日内日收盘价格涨幅偏离值累计超过20%。根据《上海证券交易所交易规则》的有关 规定，属于股票交易异常波动情形。 ● 经公司自查并向控股股东及实际控制人核实，截至本公告披露日，不存在应披露而未披露的重大信 息。 ● 公司敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 （一）二级市场交易风险 公司股票于2026年2月6日、2月9日、2月10日连续三个交易日内收盘价格涨幅偏离值累计超过20%，根 据《上海证券交易所交易规则》的有关规定，属于股票交易价格异常波动。 二、公司关注并核实的相关情况 （三）媒体报道、市场传闻、热点概念情 ...

联德股份（605060）(605060.SH)发布股价异动公告称，公司关注到目前市场对公司燃气轮机业务关注 度较高，经自查，公司2025年前三季度营业收入为93,028.87万元，其中燃气轮机零部件收入约为400- 500万元，占营业收入比例不足1%，目前公司燃气轮机业务仅实现小批量供货，对公司业绩影响有限， 敬请广大投资者注意投资风险。 ...

智通财经APP讯，联德股份(605060.SH)发布股价异动公告称，公司关注到目前市场对公司燃气轮机业 务关注度较高，经自查，公司2025年前三季度营业收入为93,028.87万元，其中燃气轮机零部件收入约为 400-500万元，占营业收入比例不足1%，目前公司燃气轮机业务仅实现小批量供货，对公司业绩影响有 限，敬请广大投资者注意投资风险。 ...

Group 1 - The company has noted a high market interest in its gas turbine business [1] - For the first three quarters of 2025, the company's operating revenue was 930.29 million yuan, with gas turbine component revenue approximately between 4 to 5 million yuan, accounting for less than 1% of total revenue [1] - Currently, the company's gas turbine business has only achieved small batch supply, which has a limited impact on overall performance [1]

证券日报网1月28日讯，豪迈科技（002595）在接受调研者提问时表示，当前，公司大型零部件机械产 品订单饱满，生产产线满负荷运转。2025年上半年，公司风电零部件业务和燃气轮机零部件业务均实现 了较好的增长。未来业务的发展及增长情况可能受市场变化、供求关系、政策动态等多重因素影响。 ...

Core Viewpoint - The company, Haomai Technology, reports a strong order backlog for its large component machinery products, with production lines operating at full capacity. The wind power and gas turbine component businesses are expected to see good growth in the first half of 2025, although future business development may be influenced by market changes, supply-demand relationships, and policy dynamics [1]. Group 1 - The company has a full order backlog for large component machinery products [1] - Production lines are operating at full capacity [1] - The wind power and gas turbine component businesses are projected to achieve good growth in the first half of 2025 [1] Group 2 - Future business growth may be affected by multiple factors including market changes, supply-demand dynamics, and policy developments [1]

Core Viewpoint - The rapid iteration of AI technology is significantly increasing energy demand, leading to explosive growth in computing power and the expansion of new load types such as data centers, creating investment opportunities in the power sector [2][3]. Group 1: Investment Opportunities in the Power Sector - By 2025, several stocks in the power sector are expected to double in value, with indices related to ultra-high voltage and power grid equipment showing annual growth exceeding 70% [2][3]. - The "Power Selection Index" rose by 10.49% in 2025, while the "Hang Seng A-Share Power Grid Equipment" index saw a growth of over 70%, indicating strong performance in related ETFs [3]. - Fund managers emphasize the increasing importance of power supply, particularly due to aging infrastructure and energy transition needs, which are driving sustained demand for power equipment [2][3]. Group 2: Electricity Shortage and AI Demand - The ongoing AI boom is creating a strong logic for electricity shortages, particularly in the U.S. where AI data centers face significant power supply constraints, with shortages potentially exceeding 10% in the coming years [4][5]. - AI training, exemplified by OpenAI's GPT-3XL model, can consume up to 11.83 million megawatt-hours annually, highlighting the substantial electricity requirements for AI operations [4]. - By 2027, NVIDIA's GPU clusters alone are projected to consume between 150-200 GW of electricity, equivalent to the total electricity consumption of France, underscoring the critical nature of power supply for AI development [5]. Group 3: Strategic Directions in the Power Industry - Three key areas for investment in the power sector are emerging: 1. The grid side, where demand for power equipment is increasing due to data center integration and aging infrastructure, providing opportunities for Chinese companies in overseas markets [6]. 2. The user side, where data center power density is rising, potentially leading to a shift towards higher voltage and direct current supply architectures [7]. 3. The power source side, where various energy sources such as gas, nuclear, and solid oxide fuel cells are expected to enhance power supply capabilities for data centers [7]. - The overall landscape of the power industry is characterized by supply constraints, increased demand for renewable energy solutions, and China's competitive advantages in energy supply and manufacturing [7].

Core Viewpoint - Hengrun Co., Ltd. (603985) reported that its gas turbine business, primarily focused on gas turbine components, is currently operating normally with good business development [1] Company Summary - The main products of the company in the gas turbine sector are gas turbine components [1] - The company confirmed that its production and operational activities are proceeding normally [1] - Business volume in the gas turbine segment is developing well [1]

格隆汇12月25日丨航发科技(600391.SH)在互动平台表示，公司作为聚焦航空发动机及燃气轮机零部件 研发制造的公司，长期深耕外贸转包业务，已与GE Vernova等企业建立长期稳定合作关系，为其燃气轮 机等相关产品提供零部件配套，2024年曾获得GE Vernova"杰出合作伙伴奖"。 ...

Group 1: Tire Mould Business - The pricing mechanism for tire moulds considers specifications, difficulty, complexity, and order cycles, with profit margins linked to product type and complexity [2] - Tire moulds are replaced either due to reaching their lifespan or due to design updates, with lifespan influenced by material, processing technology, and usage methods [2] - The overseas production capacity for tire moulds accounts for approximately 10% of total mould capacity, with facilities established in countries like the USA, Thailand, and Hungary [2] Group 2: CNC Machine Tool Business - Since launching in 2022, the CNC machine tool products have seen repeat orders, with sales primarily in five-axis machining centers and other advanced machinery [3] - For the period from January to September 2025, the CNC machine tool segment achieved approximately CNY 800 million in revenue [3] - The production capacity for large component machinery is expanding, with a new 70,000-ton casting capacity being developed [3] Group 3: Gas Turbine and Wind Power Business - Major clients for the gas turbine business include GE, Mitsubishi, and Siemens [4] - Wind power product prices fluctuate with the market, while gas turbine prices remain relatively stable [4] - The global demand for gas turbines is expected to grow, with the company currently operating at full capacity [4] Group 4: Cost Structure - In 2024, raw materials account for about one-third of the costs in the tire mould business, while in large component machinery, the proportion is around 50% [4] - Key raw materials for tire moulds include forged steel and aluminum ingots, while large component machinery primarily uses pig iron and scrap steel [4] Group 5: Corporate Strategy - There are currently no plans to inject associated company businesses into the listed company, with any future developments to be disclosed as required [5]