据国机集团，近日，具有自主知识产权的国产化首件630℃超超临界二次再热机组C630R高压转子锻件 成功发运，该锻件由集团下属企业国机重型装备集团股份有限公司联合其他单位共同研制。锻件将应用 于世界首个630℃二次再热发电项目——大唐郓城国家电力示范项目，标志着我国超超临界机组材料研 制实现从"跟跑"到"领跑"的历史性跨越。(人民财讯) ...

转自：龙头新闻·黑龙江日报 文｜龙头新闻·黑龙江日报 刘莉 记者近日从哈尔滨东安汽车动力股份有限公司获悉，今年上半年，东安动力生产发动机整机330721台， 同比增长33.95%；销售整机311624台，同比增长45.44%，顺利实现产销"双过半"。 面对外部环境严峻复杂、汽车行业"内卷式"竞争极度加剧的态势，东安动力聚焦成本，强化顶层设计， 聚智创新谋发展，挑战极致降本。进一步完善价值创造模型，全面引入"质量成本""数字智能"等模块， 从目标制定到过程管控、从跟踪反馈到评价牵引，深入开展全价值链降本工作。上半年，实现降本超1 亿元，超额完成半年成本管控任务目标。 生产现场 东安动力紧跟时代浪潮，坚持守正创新，上半年，市场开拓蹄疾步稳，产品研发硕果累累，走出一条独 具特色的自主创新之路。 创新市场开发模式，建立引导型市场开发、创新型价格管理体系、针对性市场推介，打造行业领先 的"前瞻预判+精准引导+全生态链拓展"精准化全新市场开发模式。上半年，东安动力斩获新市场项目 定点60项，同比增长173%，其中新能源和特品新市场项目各定点14项，同比分别增长100%和250%，已 定点新市场项目生命周期规划销量达300 ...

Group 1 - The core viewpoint of the news highlights the recent performance and growth prospects of Jindi Co., which has shown significant revenue increases in various segments, particularly in new energy and wind power products [1] - Jindi Co. reported a revenue of 381.40 million yuan for Q1 2025, marking a year-on-year growth of 39.81%, driven by increased production of new energy electric drive rotor products and wind power bearing products [1] - The revenue from bearing cage products reached 174.08 million yuan, up 39.01% year-on-year, while wind power bearing products saw a remarkable increase of 99.57%, generating 84.32 million yuan [1] - The automotive parts business generated 165.56 million yuan in revenue, reflecting a year-on-year growth of 44.92%, and the new energy electric drive rotor products achieved a staggering growth of 340.13%, with revenues of 55.46 million yuan [1] - The company has established a competitive advantage in the electric drive system components for new energy vehicles, with multiple series of products already developed [1] - The market for wind power bearing business is expected to expand further due to national policies supporting renewable energy, with a total project scale of 220.644 GW in 2024, a 90% increase from 2023 [1] - The statistics for the first five months of 2025 indicate a total project scale of 64.458 GW, representing a 19.17% growth compared to the same period in 2024 [1]

Core Viewpoint - The successful approval of the stock issuance and listing of Suzhou Huichuan United Power Co., Ltd. marks a significant event in the "A拆A" (A-share split listing) landscape, indicating a shift in regulatory signals that "strict" does not equate to "halt" [1][2] Company Overview - Huichuan Technology, a leading player in the industrial control sector, has a robust technical foundation, brand advantage, and financial strength, with a reported revenue of 37.041 billion yuan in 2024, reflecting a year-on-year growth of 21.77% [4][10] - United Power, established in 2016, focuses on electric drive systems and power systems for electric vehicles, showcasing strong business independence and a distinct operational focus compared to Huichuan Technology [3][10] Financial Performance - United Power's revenue projections from 2022 to 2024 are 5.027 billion yuan, 9.365 billion yuan, and 16.178 billion yuan, with a compound annual growth rate of approximately 79.39%, significantly exceeding industry averages [3][4] - The company has achieved a net profit turnaround, moving from a loss of 179 million yuan in 2022 to a profit of 936 million yuan in 2024 [3] Regulatory Environment - The new "National Nine Articles" policy has introduced stricter standards for split listings, emphasizing compliance and quality, which United Power successfully met through its independent operational structure and technological innovation [2][7] - The approval process for United Power involved rigorous scrutiny from regulatory bodies, focusing on financial independence, asset integrity, and strategic necessity [7][8] Industry Context - The electric vehicle sector is a strategic emerging industry in China, with United Power positioned at the core of the supply chain, contributing to the integration and upgrading of the automotive industry [5][6][11] - The successful split listing of United Power is expected to enhance the visibility and valuation of both the parent company and the subsidiary, fostering a clearer focus on their respective core businesses [4][10] Innovation and Growth - United Power has developed 26 core product technologies and holds 98 invention patents, demonstrating its commitment to technological leadership in the electric vehicle sector [3][5] - The company serves over 40 automotive manufacturers and 170 vehicle models, indicating its significant role in the industry and potential for future growth [11]

国际原子能机构：德黑兰遭袭建筑用于制造和测试先进离心机转子。 ...

对于3C消费电子产业链企业来说，布局汽车行业存在车规级认证、客户认证两项门槛。收购汽车产业 链企业，能很好地帮助3C企业降低入局门槛。 6月15日晚间，知名"果链"企业博众精工（688097.SH）公告一项汽车产业链的收购计划。 公告显示，博众精工拟以4.2亿元现金，收购上海沃典工业自动化有限公司（简称"上海沃典"）70%股 权，上海沃典将纳入公司合并范围。 资料显示，上海沃典专注于汽车及汽车零部件的生产智能输送系统，与宝马、奔驰、大众、沃尔沃、小 米、吉利、路特斯、小鹏、理想、上汽、奇瑞等国内外知名汽车企业建立了稳固合作关系。 值得关注的是，2023年开始，上海沃典逐步拓展海外高毛利板块业务，而且将其作为未来长期重要的发 展战略。虽然2024年公司营收仍以国内市场为主，海外业务尚处于萌发阶段，占比尚低，但目前其在手 订单中已经包含较高比例的欧美市场项目，其中欧洲市场订单占据优势比例。 博众精工指出，上海沃典在汽车智能装备领域的技术沉淀、客户资源及项目经验，可助力上市公司提升 汽车制造自动化板块竞争力，形成 "3C +新能源+汽车"多轮驱动的业务格局。 事实上，博众精工此次收购并非属于完全的"跨界"。 从现有 ...

Core Viewpoint - The company, Jinli Permanent Magnet, has successfully navigated the export control measures on medium and heavy rare earth materials by complying with national regulations and obtaining necessary export licenses for regions including the US, Europe, and Southeast Asia [2] Group 1: Export Performance - In Q1 2025, Jinli Permanent Magnet reported export sales revenue of 312 million yuan, accounting for 17.76% of total revenue, with sales to the US reaching 122 million yuan, representing 6.94% of total revenue [2] - The company does not engage in military-related businesses [2] Group 2: Compliance and Regulatory Environment - The Ministry of Commerce spokesperson emphasized China's responsible approach to reviewing export license applications for rare earth materials, ensuring compliance while considering the reasonable needs of other countries in civilian sectors [2] Group 3: Supply Chain and Partnerships - Jinli Permanent Magnet has established long-term strategic partnerships with major rare earth suppliers, including Northern Rare Earth Group and China Rare Earth Group, with purchases from these suppliers accounting for 63% of the company's total annual procurement in 2024 [2] Group 4: Sustainable Practices - The company prioritizes green recycling of rare earth materials, investing in the recycling company Yinhai New Materials, which has passed rigorous audits by SCS Global Services [3] - In 2024, Jinli Permanent Magnet utilized 2,575 tons of recycled rare earth materials, including waste magnet recovery, which constituted 30.4% of the total rare earth materials used [3]

Group 1: Company Performance - In Q1 2025, the company achieved revenue of 1.61 billion RMB, a year-on-year increase of 14.19% [2] - The net profit attributable to shareholders was 1.61 billion RMB, up 57.85% year-on-year [2] - The net profit excluding non-recurring gains and losses reached 1.06 billion RMB, reflecting a significant growth of 331.10% [2] Group 2: Export and Compliance - In Q1 2025, export sales revenue was 3.12 billion RMB, accounting for 17.76% of total revenue [3] - Sales revenue from exports to the United States was 1.22 billion RMB, representing 6.94% of total revenue [3] - The company has obtained export licenses for magnetic materials, components, and motor rotors, complying with national regulations [3] Group 3: Raw Material Procurement - In 2024, 63% of the company's raw material procurement came from strategic partnerships with Northern Rare Earth Group and China Rare Earth Group [4] - The company utilized 2,575 tons of recycled rare earth materials, which constituted 30.4% of total rare earth material usage in 2024 [4] - The procurement strategy emphasizes green recycling and risk management through a diversified supply chain [4] Group 4: Business Development - The company is actively involved in the development of embodied robot motor rotors, with initial small-scale deliveries [5] - Investments have been made in specialized facilities and equipment to support the scaling of production in the robotics sector [5] - The low-altitude aircraft sector has also seen small-scale deliveries, indicating progress in this area [5] Group 5: Share Buyback Plan - The board has approved a share buyback plan with a total fund of no less than 100 million RMB and not exceeding 200 million RMB [6][7] - The buyback will be conducted through centralized bidding and aims to reduce registered capital by canceling repurchased shares [7] - The plan reflects the company's confidence in its future development and value recognition [6]

据介绍，eRTS由两个独立的组件构成，分别是温度传感单元和换能器单元。温度传感单元直接安装在目标区域进行温度测量，确保 尽可能靠近磁铁位置。该无线温度传感单元仅从连接至电子控制单元（ECU）的有线换能器获取能量，同时向换能器提供测量数据。换 能器位于电机的外部，通过专用通信接口传输温度信息。温度传感单元与换能器单元之间采用压电式超声波技术（Piezo ultrasound）实 现双向无线通信，该技术亦可同时提供能量传输。 大陆集团被动安全与传感器事业部全球负责人霍斌表示："eRTS 传感器技术让电机的稀土资源消耗更少，成本更低，显著优于现有 的解决方案。这项创新表明我们在电动汽车传感器技术上加大研发力度和资源投入的决策非常正确。未来我们将持续拓展电动汽车传感 器产品组合。" 大陆集团介绍，目前电机温度并非直接测量获得，而是基于定子温度传感器数据、相电流测量值以及环境变量的信息计算得出，容 差范围高达15℃，而电机转子在极端环境下运行，工作温度可高达150℃。为防止磁铁因高温退磁，汽车制造商需使用昂贵的稀土元件来 覆盖整个温度容差范围，以确保磁铁具有耐热性。 6月6日，大陆集团发布消息称，成功研发一项新传感器技 ...

6月11日，位于江西赣州的稀土永磁龙头企业金力永磁公开表示，已陆续获得国家主管部门颁发的中重 稀土出口许可证，出口区域包括美国、欧洲及东南亚等，并将依法依规出口磁材、组件及电机转子。 《华尔街日报》11日认为，金力永磁从中国政府获得向包括美国在内的国家出口产品的许可，这燃起市 场对于中美紧张关系正在缓和的乐观情绪。 中国商务部研究院研究员周密12日告诉《环球时报》记者，涉及稀土的出口管制，中方一再阐明，这是 为维护国家安全和利益，履行国际义务，且并不针对任何特定国家。中国对两用物项的出口管制正趋于 完善，但出口管制不等于不出口，不等于贸易反制，而是中国对两用物项基于可管理的目标开展的。 商务部发言人12日明确表示，"愿进一步加强与相关国家的出口管制沟通对话，促进便利合规贸 易"，"并将持续加强合规申请的审批工作"。周密分析认为，中国的政策当然也适用于美国，但前提是 出口许可申请必须"合规"。周密说，"相信中国主管部门在核准稀土出口申请时，一定会厘清稀土的最 终用户和最终用途，以防止将稀土用于打压中国、有损中国安全和利益的用途。" 当地时间6月9日至10日，中美经贸官员在英国伦敦举行中美经贸磋商机制首次会议。商 ...