石化机械分析师会议 调研日期：2025年08月26日 调研行业：专用设备 参与调研的机构：线上参与公司2025年半年度业绩说明会的全体 投资者等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START ...

证券代码：002278 证券简称：神开股份 公告编号：2025-044 上海神开石油化工装备股份有限公司 募集资金使用的可行性分析报告 （修订稿） 二〇二五年八月 一、本次募集资金使用计划 本次以简易程序向特定对象发行股票的募集资金总额为 22,000.00 万元，未超 过 3 亿元且未超过公司最近一年末净资产的 20%。在扣除相关发行费用后的募集资 金净额将全部用于以下项目： 单位：万元 序号 项目名称 项目投资总额 拟使用募集资金额 合计 22,000.00 22,000.00 在本次发行募集资金到位之前，公司将根据募集资金投资项目实施进度的实际 情况以自筹资金先行投入，并在募集资金到位后按照相关法规规定的程序予以置换。 若本次实际募集资金净额少于上述募集资金拟投入金额，公司将按照相关法规规定 的程序对上述项目的募集资金投入金额进行适当调整，募集资金不足部分由公司以 自筹资金解决。 二、本次募集资金投资项目的具体情况及可行性分析 （一）高端海洋工程装备制造基地项目 在全球能源结构加速转型与海洋经济纵深发展的时代背景下，深海油气资源开 发已成为保障国家能源安全、践行"海洋强国"战略的核心抓手。为突破国际技术 ...

Core Viewpoint - The modern industrial system of Deyang City is driven by innovation, characterized by industrial collaboration and a focus on green and low-carbon development, aiming to create a multi-dimensional development framework that includes the renewal of traditional industries, the rapid rise of emerging industries, and the forward-looking layout of future industries [1][14]. Group 1: New Quality Productive Forces Overview - New Quality Productive Forces are defined as advanced productive forces characterized by high technology, high efficiency, and high quality, driven primarily by innovation, and aligned with the new development philosophy [2][3]. - This concept emphasizes the importance of technological innovation, digitalization, networking, intelligence, and greening as key features and directions for economic development [3]. Group 2: Economic Performance of Deyang City - Deyang's GDP is projected to reach 326.54 billion yuan in 2024, with a year-on-year growth of 7.2%, ranking among the top in the province [4]. - The industrial structure is optimized, with the primary, secondary, and tertiary industries contributing 8.5:51.4:40.1 to the economy, indicating a strong industrial base and improving service sector efficiency [5]. Group 3: Industrial Development Trends - Deyang's industrial output value is expected to reach 152.52 billion yuan in 2024, with a growth rate of 9.3%, contributing 60.1% to economic growth [7]. - The "3+1" leading industries, including machinery equipment, materials and chemicals, and digital economy, show significant growth rates of 15.8%, 16.9%, and 16.5% respectively, while high-tech manufacturing has seen explosive growth of 22.5% [7][10]. Group 4: Innovation and Technology - Deyang has been recognized as a national innovation-driven demonstration city, with significant advancements in its innovation ecosystem, including the establishment of key laboratories and the attraction of national research institutions [9][10]. - The city has added 68 high-tech enterprises and 205 technology-based SMEs, with high-tech industry revenue surpassing 170 billion yuan, reflecting a year-on-year growth of 12% [10]. Group 5: Policy Framework for New Quality Productive Forces - Deyang has implemented a series of policies to support the "3+1" leading industries, focusing on innovation, technology transformation, and digital transition, providing comprehensive policy support for the formation of new quality productive forces [12][13]. - The government aims to enhance industrial competitiveness through targeted investment and support for key sectors, including energy equipment and oil and gas drilling [12][14]. Group 6: Modern Industrial System - The modern industrial system in Deyang emphasizes innovation-driven development, industrial collaboration, and green low-carbon initiatives, with a focus on upgrading traditional industries and accelerating the rise of emerging industries [1][14]. - Key sectors include high-end equipment manufacturing, advanced materials, electronic information, new energy, and aerospace, with leading companies driving growth in these areas [21][23]. Group 7: Future Development Trends - Deyang is set to focus on technological innovation as a core driver, aiming to enhance the high-end upgrade of traditional industries while fostering new industries such as renewable energy and commercial aerospace [24][25]. - The city plans to deepen regional collaboration and expand international cooperation, leveraging its strategic location to enhance industrial synergy and resource sharing [26][27].

Core Insights - A transformation driven by technological innovation is accelerating in Ningxia and Gansu, focusing on new productive forces in traditional industries and emerging sectors [1][3] Group 1: Ningxia's Financial Support for Innovation - Weili Transmission Technology Co., Ltd. has successfully developed key components for China's first 10MW offshore wind turbine, supported by continuous financial services from local banks [3][6] - The China Bank Ningxia Branch provided a stock repurchase loan of 54 million yuan, marking a significant financial milestone for Weili Transmission [3] - The Ningxia Shared Group has received a total of 488 million yuan in loans from various banks to support its 3D printing technology development [6] Group 2: Gansu's Financial Strategies for Traditional and Emerging Industries - Gansu's banking sector is focusing on supporting new productive forces, with Gansu Defu New Materials Co., Ltd. receiving a 30 million yuan loan from the Export-Import Bank to enhance its production capabilities [9][10] - Lanzhou Lanshi Petroleum Equipment Engineering Co., Ltd. benefited from a 700 million yuan working capital loan to support its technological advancements [10] - The "Blue Sky Potato" agricultural industry chain platform has directly served over 29,000 potato farmers, facilitating the purchase of 1.345 million tons of potatoes [10]

Group 1: Financial Support in Ningxia - The transformation of traditional industries in Ningxia is supported by financial services, exemplified by Weili Transmission's success in producing key components for large offshore wind turbines, aided by loans from local banks [2][3] - Weili Transmission received a stock repurchase loan of 54 million yuan from Bank of China Ningxia Branch, marking a significant financial milestone for the company [2] - The Ningxia banking sector has provided comprehensive financial services to 238 high-tech enterprises and 167 specialized enterprises, promoting the development of technology-driven industries [3] Group 2: Innovations in Manufacturing - The Shared Group has pioneered the industrial application of 3D printing technology in casting, supported by a total of 488 million yuan in loans from various banks over seven years [3] - Ningxia Zhonghuan Photovoltaic Materials Co., Ltd. is producing 50GW solar-grade monocrystalline silicon rods, backed by a 7.3 billion yuan syndicated loan from eight banks [4] Group 3: Financial Initiatives in Gansu - Gansu's banking sector is focusing on supporting new productive forces, with initiatives aimed at revitalizing traditional industries and fostering new ones [5] - Defu New Materials, a producer of electrolytic copper foil, received a 300 million yuan loan from the Export-Import Bank of Gansu to expedite its project development [6] - Gansu Bank provided 700 million yuan in working capital loans to support the technological advancements of Lanzhou Lanshi Petroleum Equipment Engineering Co., Ltd. [7] Group 4: Agricultural Innovations - The "Blue Sky Potato" agricultural industry chain platform, established by China Construction Bank in Gansu, connects various stakeholders in the potato industry, enhancing operational efficiency [7][8] - Since its launch in 2022, the platform has served over 29,000 potato farmers and facilitated the purchase of 1.345 million tons of potatoes [8]