如何逆袭？ 从一家乡镇小厂到国际高端装备知名企业，巨轮智能装备股份有限公司（以下简称:巨轮智能)的发展历程折射出中国制造业的崛起之路。 从乡镇小厂变成国际高端装备名企 6月29日，南都记者跟随"2025年活力中国调研行"广东主题采访活动走进巨轮智能产业园，近距离探访这家企业的成长密码，深入了解其在装备制造领域的 崛起之路。 时代的车轮碾过，巨轮智能历练32年，现已跻身行业翘楚，成为国际高端装备知名企业。如今，巨轮智能从产品投资到产业投资再到战略投资，形成了"三 个五"的国际化经营格局，即拥有五大业态，分别是子午线轮胎模具、高精度液压硫化机、五轴数控机床、工业机器人、智能物流，产品远销欧美亚多个国 家。 巨轮智能董事谢创鸿描述，上世纪90年代，巨轮智能起步于当地的一家小型石材机械和农用机械工厂，后来创始人敏锐地察觉到中国汽车行业的发展潜力， 特别是在轮胎模具领域。"公司的第一个重大转折点是在90年代至2000年，公司创始人瞄准了轮胎模具，当时基本是国外去做的，于是决定专注于制造轮胎 模具代替进口。" "当时，刚做起来就迎来了轮胎行业的爆发期。" 谢创鸿称。2004年，伴随着市场带来的机遇和挑战，巨轮智能从一家装 ...

Group 1 - The explosion occurred at Youdao Chemical Co., Ltd. in Gaomi City, Shandong Province, resulting in 5 deaths, 6 missing persons, and 19 injuries as of 19:25 on the same day [1] - The emergency response was initiated by the Shandong provincial government, establishing a joint rescue command to manage search and rescue operations, medical treatment for the injured, and environmental monitoring [1] - Youdao Chemical is a subsidiary of Haomai Group, which reported a production value of 20.2 billion yuan in 2024 [1][4] Group 2 - Haomai Group is a leading enterprise in Gaomi City, involved in various public welfare projects including healthcare, education, and energy services [2] - The company has diversified investments in equipment manufacturing, including tire molds, mechanical processing, and oil and gas equipment [3] - Zhang Gengyun, the actual controller of Haomai Group, holds 30.21% of Haomai Technology, which has shown strong financial performance with revenues of 6.642 billion yuan in 2022 and projected growth in 2025 [3][4]

Group 1: Company Overview and Strategy - The company focuses on continuous R&D innovation to enhance product competitiveness and meet customer needs, aiming to increase market share [2] - The CNC machine tools launched in 2022 target the mid-to-high-end market, leveraging nearly 30 years of self-research experience [2] - The electric heating vulcanization machine has shown significant advantages in energy saving and environmental protection compared to traditional steam vulcanization machines [3] Group 2: Business Performance and Projections - Current business orders are robust, with expectations for sustained healthy development and good performance returns to investors [3] - The high-end casting project, with a capacity of 65,000 tons, is primarily for wind power components and is expected to start production around June 2025 [3] - The company anticipates a doubling of overall business output value for the vulcanization machine by 2025, indicating substantial market potential [5] Group 3: Market Demand and Trends - The market demand for wind power components is recovering in 2024 compared to the second half of 2023, while the gas turbine component demand remains strong [4] - The gas turbine market is expected to grow due to rising global electricity demand, with the company currently operating at full capacity [4] - Wind power product prices are volatile, while gas turbine product prices remain relatively stable [4] Group 4: International Expansion and Operations - The company has established subsidiaries in various countries, including the USA, Thailand, Hungary, India, Brazil, Vietnam, Mexico, and Cambodia, creating a comprehensive global production service system [5] - The company collaborates with numerous domestic and international enterprises for CNC systems and components [5] Group 5: Investor Relations and Future Plans - The company plans to optimize investor return mechanisms based on operational performance and shareholder demands [5] - There are currently no plans to inject related company businesses into the listed company, with any future developments to be disclosed as required [5]

Group 1: Company Overview and Financial Performance - The company has a net asset exceeding 1.3 billion yuan and maintains sufficient cash flow, indicating financial stability [2] - In Q1 2025, the company's CNC machine tool products achieved approximately 180 million yuan in revenue, reflecting continuous growth in the machine tool business [3] - The company plans to optimize its investor return mechanism based on operational performance and shareholder demands [5] Group 2: Product Development and Market Position - The company emphasizes continuous innovation in mold manufacturing, utilizing advanced technologies such as laser engraving and 3D printing [3] - The tire mold business has seen consistent revenue growth due to self-research and rapid response to customer needs [3] - The electric heating vulcanization machine has significant advantages over traditional methods, with expectations for substantial market growth in 2025 [4] Group 3: Production Capacity and Future Outlook - The high-end casting project, with a capacity of 65,000 tons, is expected to begin production around June 2025, focusing on wind power components [4] - The global demand for gas turbines is anticipated to rise, with the company currently operating at full capacity [4] - The company has established a comprehensive global production service system with subsidiaries in various countries, including the USA, Thailand, and Hungary [5] Group 4: Market Strategy and Customer Engagement - The company actively engages in investor relations through online collective reception days and specific investor surveys [2] - The CNC machine tool products cater to various industries, including precision molds, automotive, and electronics, with a focus on customized services [5] - Currently, less than 10% of the company's direct exports are to the US market, indicating potential for growth in international sales [5]

同年5月，杨叔子、熊有伦、赵梓森、周济等26位在汉院士与科学家联名向党中央、国 务院建议，在武汉建设国家级光电子信息产业基地——"中国光谷"，将"光谷梦"锚定在国家 战略高度。 65年前的5月16日，世界首台红宝石激光器诞生，联合国教科文组织将这一天定为"国际 光日"，开启现代光电子纪元。彼时，西方在该领域遥遥领先。 如今，耀绽东方。就在蛇年春晚，光谷之光直冲天际，惊艳全场。即将在汉举行的第20 届光博会首次被纳入"国际光日"系列活动。 武汉，这一国内基础最优、竞争力最强的产业集群集聚地，拓展着这一国际光电子领域 的"奥林匹克"盛会边界。 世界光谷，点亮国际之"光"。"一束光"正以创新突围，塑造更多发展新动能、新优势。 24年前的一份批复：探索中国光电子产业发展之路 5月9日，五国主流媒体记者走进光谷，搭乘"光子号"空轨，参观长飞光纤产业大楼…… 海外媒体惊叹世界最大光纤预制棒工业奇迹，盛赞长飞致力于弥合数字鸿沟，称其是属于全 人类的科技之光。 这份"国际之光"的背后，是20余年的不懈奋斗。 在武汉市政协陈列馆，一份手写提案复印件承载着非凡意义。2000年3月，全国政协九 届三次会议上，许其贞等10余位全国政 ...

出口链系列 02：关税调整影响及企业近况解读 20250512 摘要 • 春风动力四轮车美国市场销售贡献显著，约占总收入 20%，毛利贡献达 30%，但面临关税调整风险。公司通过突击出口、准备库存和增加墨西哥 产能等措施积极应对关税变化，以确保供应链稳定和市场份额。 • 捷昌驱动对美敞口主要集中在线性驱动产品，受关税直接影响的营收占比 不到 10%。公司通过海外产能布局（马来西亚和美国工厂）和与客户协商 提价等方式，有效抵御了关税波动，降低了负面影响。 • 捷昌驱动的估值核心驱动因素在于人形机器人业务，特别是线性执行器和 灵巧手电机模组。关税问题缓解后，人形机器人业务进展可能使其估值更 具优势，存在较大的提升空间。 • 浙江鼎力作为高空作业平台龙头企业，前期受中美关税影响较大，目前股 价虽有所回升，但仍低于关税事件前水平。公司主要产能位于国内，暂无 海外建厂计划，通过加紧对美发货应对关税。 • 五金工具行业是机械板块中对美敞口最高的行业，中国企业在全球市场中 扮演代工厂角色。关税政策变化导致产能向东南亚转移，龙头企业有望通 过海外产能转移抢占市场份额。 Q&A 中美关税缓和对机械行业出口企业的影响如何？ 中美 ...

近两年中国轮胎企业的投资规模持续扩大，全球布局持续推进。这种投资热潮为上游原材料供应商、设 备商带来了新的机会。公司将不断开拓国际高端客户，推动更多核心客户的批量订单落地。 展望未来，公司硫化机订单将驱动公司业绩稳定增长，公司将持续深化提质增效，充分挖掘潜力，不断 进行工艺改进与完成，努力提升生产效率，做好准时交货工作，并持续进行技术创新研发工作，保持公 司硫化机品牌技术领先优势。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com 4月29日，巨轮智能(002031)(002031.SZ)发布2025年一季度报告。报告显示，公司2025年一季度实现公 司实现营业收入1.93亿元，同比增长21.17%。2024年以来，公司积极把握轮胎行业需求复苏和轮胎厂家 出海的机会，实现市场良好的开拓，2025年公司液压式硫化机市场需求延续。 得益于轮胎行业景气度和新能源汽车市场的持续快速渗透，公司传统主业汽车轮胎装备销售 ...

Group 1: Business Overview - The main clients for the company's gas turbine business include GE, Mitsubishi, Siemens, Shanghai Electric, Dongfang Electric, and Harbin Electric [1] - The high-end casting project of 65,000 tons is primarily focused on wind power components, with production expected to commence gradually around May or June 2025 [1] - The gas turbine market is projected to see sustained demand growth due to rising global electricity needs, with the company currently operating at full capacity [1] Group 2: Product and Market Insights - The company plans to adjust production capacity between wind power and gas turbine components as needed [1] - In the large component business, offshore wind products currently have a lower market share compared to onshore wind products, with future planning dependent on market demand and policy changes [2] - The electric heating vulcanizing machine has shown significant advantages in energy savings and production environment improvements, with promising future development potential [2] Group 3: Pricing and Profitability - The pricing of vulcanizing machines varies based on customer specifications [2] - The tire mold business employs a systematic pricing mechanism, with gross margins influenced by product type and complexity [2] - The lifespan of tire molds is affected by material, processing technology, and usage methods, with increasing frequency of design updates [2] Group 4: Global Operations and Sales Strategy - The company has established subsidiaries in various countries, including the USA, Thailand, Hungary, India, Brazil, Vietnam, Mexico, and Cambodia, enhancing its global production service system [3] - The CNC machine tool business includes a range of products and offers personalized customization services, targeting industries such as precision molds, automotive, and electronics [3] - The sales strategy for CNC machine tools will combine direct sales and distribution, with a current focus on direct sales [3] Group 5: Future Development Plans - The company does not currently have plans for mergers or asset injections but will disclose any future arrangements as required [4] - The company anticipates an increase in annual production capacity due to ongoing factory construction and personnel expansion, with actual results dependent on market conditions [4]