Core Points - The first national standard for the magnetic levitation industry in China, titled "Magnetic Levitation Power Technology Terminology" (GB/T 46078—2025), was released in Weifang, Shandong on September 23 [1][3][4] - This standard serves as a foundational document for the technical standard system, unifying industry terminology and laying a solid foundation for the development of subsequent product technical specifications and testing methods [3][4] - The standard aims to promote technological innovation, regulate development, and enhance international competitiveness within the magnetic levitation industry [3][4] Industry Impact - Magnetic levitation power technology is a key area supported by China as a new productive force, with applications in emerging industries such as cement, papermaking, wastewater treatment, thermal power, chemicals, pharmaceuticals, semiconductors, and aerospace [3][4] - The standard addresses issues related to high communication costs and difficulties in technology promotion due to the lack of unified standards, thereby facilitating clearer technical exchanges and reducing R&D costs [3][4] - The release of this standard is expected to improve product quality and reliability, enhance user confidence, and expand market application scale [4]

格隆汇7月29日丨瑞晨环保(301273.SZ)在互动平台表示，目前公司不生产磁悬浮鼓风机，也无法运用于 数据中心相关领域。 ...

Investment Overview - The company is establishing a new subsidiary, Hunan Xiangdian Strong Magnetic Technology Co., Ltd., with a registered capital of RMB 100 million [2][24] - The investment structure includes a cash contribution of RMB 60 million from the company's wholly-owned subsidiary, Changsha Xiangdian Electric Technology Co., Ltd., and a 40% contribution from Huazhong University of Science and Technology through intellectual property [2][4] Investment Details - Changsha Xiangdian Electric Technology Co., Ltd. will hold a 60% stake, while Huazhong University of Science and Technology will hold 40%, with 70% of the university's contribution awarded to the technical team as personal shares [2][4] - The first phase of cash contribution from Changsha Xiangdian is RMB 30.795 million, with the second phase to follow [4] Strategic Importance - The focus of the new company is on the development of magnetic levitation bearing high-speed motors, which are identified as a strategic product direction for the company [3][56] - The collaboration with Huazhong University aims to leverage their technological advantages in magnetic levitation bearing control technology to accelerate the development of the high-speed motor industry [3][56] Financial Projections - The new company is projected to achieve a net present value of investment returns of RMB 108.32 million by the seventh year of operation, indicating a positive outlook for investment recovery [20] Governance Structure - The new company will have a governance structure consisting of a shareholders' meeting, a board of directors with five members, and a management team [17][35] - The board will include three members nominated by Changsha Xiangdian, one by Huazhong University, and one by Lu Yang, who represents the technical team [17][35] Risk Management - The company acknowledges potential risks related to product development, market demand, and the exit strategy for the university's investment, with measures in place to mitigate these risks [22][56]

Group 1 - The government work report emphasizes the integration of technological innovation and industrial innovation, aiming to enhance the effectiveness of technology transfer and support policies for private enterprises [1] - The company, Tianrui Heavy Industry, specializes in magnetic levitation technology, which is a multidisciplinary approach combining electromagnetics, electronics, control engineering, and mechanics, providing energy-saving solutions for high-energy-consuming industries [1] - Magnetic levitation equipment offers significant environmental and economic benefits, achieving an average energy saving of 30% compared to traditional rotating machinery, with a long lifespan and no oil pollution [1] Group 2 - Tianrui Heavy Industry has developed eight types of efficient energy-saving equipment, including magnetic levitation blowers, which are applied in various industries such as cement, papermaking, alumina, wastewater treatment, steel, and chemicals [1] - The government report's directive to develop new productive forces according to local conditions provides guidance for private enterprises to promote technological innovation and industrial upgrading [1] - The company plans to continue advancing in the field of magnetic levitation technology, aiming to contribute to the green, low-carbon, and high-quality development of the economy and support China's dual carbon goals [2]