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永达股份:主要业务为大型专用设备金属结构件和高速重载齿轮锻件的生产与销售
Zheng Quan Ri Bao Wang· 2025-10-24 09:43
Core Viewpoint - Yongda Co., Ltd. (001239) emphasizes its role in the emerging "deep earth economy," which focuses on the development of underground spaces and resources, including geological exploration and underground engineering [1] Company Overview - Yongda Co., Ltd. specializes in the production and sales of large specialized equipment metal structural components and high-speed heavy-duty gear forgings [1] - The company serves as a core supplier for China Railway Construction Heavy Industry Co., Ltd., providing a range of metal structural products such as shield bodies, cutter heads, and segment machines [1] Industry Contribution - Yongda Co., Ltd. plays a significant role in the construction of underground engineering projects within the deep earth economy, supplying essential components for tunnel boring machines [1] - Notable projects include the ultra-large diameter tunnel boring machine "Dinghai" developed by China Railway 11th Bureau and China Railway Construction Heavy Industry, as well as the "Dream" vertical shaft tunneling machine, both of which utilize components produced by Yongda Co., Ltd. [1]
永达股份股价微跌0.12% 公司回应盾构机业务进展
Jin Rong Jie· 2025-08-13 17:19
Core Viewpoint - Yongda Co., Ltd. experienced a slight decline in stock price, closing at 17.25 yuan on August 13, with a trading volume of 50,010 hands and a transaction amount of 86 million yuan [1] Company Overview - Yongda Co., Ltd. specializes in the research and manufacturing of tunnel excavation equipment and metal structural components for engineering machinery [1] - The company's products are widely used in infrastructure construction fields such as rail transit and hydropower [1] - As a core supplier for China Railway Construction Heavy Industry Co., Ltd., Yongda provides critical components like shield bodies and cutter heads [1] Market Position and Opportunities - The company has stated its capability to supply metal structural components for mainstream shield machines in the domestic market [1] - Although not directly involved in the Yarlung Tsangpo River hydropower project, the company believes that the construction of this project will stimulate demand for related equipment [1] - Yongda clarified that it currently has no business dealings with Shanhe Intelligent [1]
永达股份:公司全方位为铁建重工提供盾体等金属结构产品
Zheng Quan Ri Bao Wang· 2025-08-13 13:07
Group 1 - The company, Yongda Co., Ltd. (001239), is a core supplier for China Railway Construction Heavy Industry Co., Ltd. [1] - Yongda Co., Ltd. provides a comprehensive range of metal structure products including shield bodies, cutter heads, and segment machines [1]
永达股份:公司作为铁建重工核心供应商,全方位为铁建重工提供盾体、刀盘体、管片机等金属结构产品
Mei Ri Jing Ji Xin Wen· 2025-08-13 01:19
Group 1 - The company is a core supplier for China Railway Construction Heavy Industry, providing a range of metal structure products including shield bodies, cutter heads, and segment machines [2] - The inquiry from investors highlights the company's role and the competitive landscape in the industry [2]