人民财讯8月12日电，新强联（300850）8月11日在机构调研时表示，目前公司风电轴承业务进展良好， 产能利用率高，2025年客户需求旺盛，在手排产订单充足，盾构机轴承和海工装备轴承等领域业务一直 保持稳定。 ...

在海工装备领域，新强联与行业内头部客户保持着长期且紧密的合作关系。新强联称，公司自主研制的 全回转浮式起重机用整体式回转支承、风电安装船用剖分式回转支承等产品，技术水平达到行业领先水 准，成功打破国外长期以来的技术垄断，市场地位优势突出。 盾构机轴承领域，新强联在盾构机轴承及其零部件的国产化替代进程中，持续深耕细作，先后在超大型 盾构机主轴承和关键零部件领域实现了多项重大突破。为中国出口海外的最大直径盾构机配套主驱动 盘、密封装置等关键部件，与行业头部客户建立起稳固且深度的合作关系。 新强联表示，凭借技术突破，公司的风电主轴轴承和盾构机主轴承等核心产品达到国际先进水平。此 外，借助产业链垂直整合布局，公司设立的子公司从事锻件、滚动体生产，不仅保障了原材料的稳定供 应和产品质量的可控性，还将加工环节的利润留存于公司内部。 盘面上，今年1月中旬以来，新强联股价大幅上涨，年内最大涨幅超130%，截至8月11日，股价报收 38.94元/股，总市值148亿元。 风电行业景气度提升，行业内公司业绩大涨。8月11日晚，新强联（300850）披露半年报，上半年实现 营业收入22.1亿元，同比增长108.98%；净利润4亿元， ...

风电行业景气度提升，行业内公司业绩大涨。8月11日晚，新强联（300850）披露半年报，上半年实现 营业收入22.1亿元，同比增长108.98%；净利润4亿元，上年同期亏损1.01亿元。 新强联表示，公司持续提高高附加值产品在整体业务中的占比，积极开拓齿轮箱轴承等新业务领域和市 场，为业务的持续增长开辟新路径。 在海工装备领域，新强联与行业内头部客户保持着长期且紧密的合作关系。新强联称，公司自主研制的 全回转浮式起重机用整体式回转支承、风电安装船用剖分式回转支承等产品，技术水平达到行业领先水 准，成功打破国外长期以来的技术垄断，市场地位优势突出。 今年上半年，风电行业表现强劲，多家零部件企业业绩预增。机构预计，在陆海风需求共振的背景下， 零部件环节有望持续受益，如铸件叶片等板块具备涨价基础，有较高的盈利弹性；而风机板块或将受益 价稳、成本优化实现盈利反转。 资料显示，新强联主要产品涵盖风电主轴轴承、偏航轴承、变桨轴承，海工装备起重机回转支承、盾构 机轴承及关键零部件、齿轮箱轴承、风电锁紧盘、风电高速联轴器，以及回转支承滚动体、回转支承保 持架和工业锻件等。 盾构机轴承领域，新强联在盾构机轴承及其零部件的国产化 ...

Core Viewpoint - The manufacturing industry is a crucial pillar of the national economy, and advancing modernization in China requires maintaining a reasonable proportion of manufacturing. The industry must leverage technological empowerment and focus on independent innovation [1]. Company Overview - Luoyang Bearing Group Co., Ltd. (referred to as "Luoyang Bearing Group") was established in 1954 and has developed a product range covering nine categories and over 30,000 types, widely used in various sectors including wind power, rail transportation, automotive, mining metallurgy, engineering machinery, and marine [1][3]. Technological Innovation - The company has made significant strides in technological innovation, with high-end bearing products accounting for 70% of total output value. During the 14th Five-Year Plan period, 13 technological achievements have reached international standards, and the domestic market share for wind power main bearings exceeds 40% [4][5]. - The company has developed the first domestic 16-megawatt wind power main bearing, addressing critical industry challenges and marking a transition from following to leading in innovation [5]. Production Capabilities - The intelligent factory of Luoyang Bearing Group showcases advanced manufacturing capabilities, featuring a fully automated production line that enhances efficiency and product quality. The factory is recognized as having a leading level of intelligence both domestically and internationally [7][8]. Financial Performance - In 2024, Luoyang Bearing Group achieved a revenue of 4.699 billion yuan, with aspirations to reach 15 billion yuan by 2030. The company is also planning to leverage capital markets to enhance its technological innovation capabilities and market share [8]. Talent Development - The company emphasizes the importance of talent cultivation, with a mentorship system in place where experienced workers guide new employees. This approach fosters a culture of continuous learning and skill enhancement [10][11].

Core Viewpoint - The visit of General Secretary Xi Jinping to Luoyang Bearing Group Co., Ltd. highlights the importance of advancing manufacturing capabilities in the region, showcasing the company's contributions to key national projects and its ongoing technological innovations [1][6][11]. Company Overview - Luoyang Bearing Group Co., Ltd. was established in 1954, marking its long history in the bearing manufacturing industry [3]. - The company has participated in numerous national and provincial key projects, contributing significantly to major national equipment [6]. Technological Advancements - In recent years, the company has been focusing on technological innovation, enabling its development towards high-end and intelligent manufacturing [11]. - The company features a smart factory equipped with automated guided vehicles (AGVs) and advanced quality inspection processes [13][15][16]. Product Range - The company produces a variety of bearing products, including those for wind power, aerospace, subway trains, medical CT machines, and shield tunneling machines [8][9][10].