瑞财经 刘治颖6月25日，江苏凯达重工股份有限公司（以下简称：凯达重工）北交所IPO获受理，保荐机构为民生证券股份有限公司，保荐代表人为项捷 克、臧宝玉，会计师事务所为天健会计师事务所（特殊普通合伙）。 招股书显示，凯达重工专注于轧辊、辊环等钢材轧制关键部件的研发、生产、销售，主要服务国内外知名钢铁企业。公司根据客户在轧机类型、钢材品类、 轧制工艺、材质和性能参数等方面的差异化需求，开展针对性的设计与优化服务，主要包括工装模具、铸造工艺、合金成分、热处理工艺、精密加工和售后 支持服务等。 本次IPO，凯达重工拟募集资金2.95亿元，将用于凯达西太湖高性能轧辊生产基地建设项目。 业绩方面，2022年至2024年，凯达重工营业收入分别为3.79亿元、4.52亿元、4.6亿元，净利润分别为4869.01万元、6531.61万元、6274.49万元，毛利率分别 为24.82%、26.77%、23.93%。 | 项目 | 2024年12月31日 /2024年度 | 2023年 /202 | | --- | --- | --- | | 资产总计(元) | 552,176,368.76 | 498. | | 股东权益合计( ...

公司董事长曹宇中表示，公司以在精密磨削装备领域实现从"中国制造"到"中国创造"的跨越为企业使 命，这不仅是突破高端装备进口依赖的产业突围，更是以自主创新构建行业话语权的战略布局。公司自 成立以来，始终以技术创新为内核，搭建先进的智造管理平台，构建科学的质量管控体系。产品从单一 数控轧辊磨床到系列高端精密磨削装备，公司始终秉承"专注、聚焦、只做第一"的理念，以"高精高 效、创新创赢"为方向，不断突破多项技术壁垒，用创新引领中国创造，让中国高端装备赢得更多的市 场认可和信赖。 公司联合创始人刘翔雄表示，装备制造特别是工业母机产业的发展，需要长期的经验积累和技术沉淀。 华辰装备作为行业内代表性企业，积极响应国家号召，始终坚持技术创新，多项核心技术实现革命性突 破，多款产品引领国际先进技术水平，为中国高端装备制造领域的技术革新注入创新动能。 中国机床工具工业协会会长毛予峰表示，机华辰装备发布的多款新产品，不仅展现了企业在研发上的硬 实力，更体现了对市场趋势的敏锐洞察和前瞻性布局。 对于未来发展，公司表示将继续以"创新驱动"为内核，以技术突破带动产业链协同升级，为中国从"制 造大国"迈向"制造强国"注入持续动能。 6月 ...

磨床行业的基本分类和市场现状是怎样的？ 磨床深度报告汇报 20250624 摘要 全球磨床市场规模约为 60 亿人民币，中国占比 20%，约为 12 亿人民 币，国产磨床占国内市场 52%份额，但中国磨床净进口差额仍高达 5.9 亿美元，表明高端市场仍依赖进口。 中国磨床出口占比约为 26%，远低于德国（80%）和日本（56%）， 表明中国磨床在全球竞争力方面仍有较大提升空间，尤其是在高端精密 磨床领域。 中国主要进口外圆磨和工具磨，占比达 22%-23%，工具磨进口依赖度 高，反映出国内刀具市场国产化率较低，尤其是硬质合金刀具和金属陶 瓷刀具。 磨床成本主要由结构件、数控驱动系统和主轴构成，其中主轴成本占比 最高，技术壁垒也最高，尤其是在电主轴设计和模杆技术方面，对线切 割效率、精密性和温度控制要求极高。 磨床行业数控系统国产化进展缓慢，主要依赖西门子、发那科和三菱等 外资品牌，国产数控系统在磨床领域的应用门槛较高，需要进行底层和 二次修改。 Q&A 磨床行业可以按照加工方式和加工精度进行分类。按加工方式，磨床分为基础 款和专用型。基础款包括外圆磨、平面磨和内圆磨三大类，占据了较大的市场 份额。2025 年 ...

Financial Data and Key Metrics Changes - Ampco Pittsburgh Corporation reported earnings per common share of $0.06 for Q1 2025, an improvement of $0.20 compared to the prior year quarter [4] - Adjusted EBITDA for the quarter was $8,800,000, up from $5,100,000 in Q1 2024, indicating significant EBITDA improvements across both segments [4] - Consolidated net sales for Q1 2025 were $104,300,000, a decline of approximately 5% compared to Q1 2024, but a 3% increase sequentially versus Q4 2024 [24] - Net income attributable to Ampco Pittsburgh for Q1 2025 was $1,100,000, compared to a net loss of $2,700,000 in the prior year, reflecting a $0.20 per share EPS improvement [27] Business Segment Data and Key Metrics Changes - The Forged and Cast Engineered Products segment reported net sales of $72,300,000 for Q1 2025, down from $77,720,000 in Q1 2024, but segment EBITDA improved to $8,270,000 from $6,000,000 [8] - The Air and Liquid Systems segment had record order intake driven by the nuclear market, with adjusted EBITDA increasing to $3,800,000 from $2,200,000 in the prior year [15][21] Market Data and Key Metrics Changes - Global steel demand remains soft but stable in North America and Europe, with U.S. tariffs on rules currently limited to a baseline of 10% [9][10] - The company expects to benefit from the tariffs as they create a significant tailwind for the domestic FEP business, with projected sales and margins rising from $11,800,000 in 2024 [12][13] Company Strategy and Development Direction - The company is focused on enhancing profitability through pricing, operational efficiency, and disciplined management of external risks, including tariffs and geopolitical uncertainties [13] - There is a strong emphasis on the nuclear market, with expectations for record levels of orders and shipments, particularly for heat exchangers [16][21] Management's Comments on Operating Environment and Future Outlook - Management anticipates some near-term impacts in Q2 due to market reactions to recent tariffs but intends to protect margins by passing costs to customers [5] - The company remains optimistic about the future, particularly in the nuclear sector, and expects continued strong demand from the U.S. Navy for pumps [18][21] Other Important Information - The total backlog as of March 31, 2025, was $368,500,000, an increase of 6% compared to the previous year [27] - The company made a pension contribution of $800,000 during the quarter, with capital expenditures of $2,200,000 [28] Q&A Session Summary Question: No questions were registered during the Q&A session - The operator noted that there were no questions from participants, and the session concluded without any inquiries [29][30]

Ampco-Pittsburgh (AP) Q4 2024 Earnings Call March 13, 2025 10:30 AM ET Company Participants Kim Knox - Corporate SecretaryJ. Brett McBrayer - CEO & DirectorDavid Anderson - President of Air & Liquid Systems CorporationSam Lyon - President of Union Electric Steel CorporationMike McAuley - CFO, Senior VP & TreasurerJohn H. Bair - PresidentDennis Scannell - Partner Conference Call Participants David Wright - Analyst Operator Good morning, everyone, and welcome to the Ampco Pittsburgh Corporation Fourth Quarter ...