证券日报网讯1月5日，广大特材在互动平台回答投资者提问时表示，公司产品不涉及CBF积层绝缘膜， 公司部分特殊合金材料用于航空领域，涉及军工领域业务属于涉密信息不便披露，公司部分模具钢材 料、特殊合金材料及部分铸钢件产品可实现进口替代。 ...

报告期末，公司应收账款账面价值为1.02亿元，占流动资产的比例为51.43%，占当期营业收入的比例为115.33%，金额及占流动资产、营业收入的比例较 高。 股权方面，王小宁直接持有公司43.97%的股份，并通过金维硕、金维盛间接控制公司4.42%的股份，赵爱仙直接持有公司42.06%的股份，二人系夫妻关系， 是公司控股股东、实际控制人。同时，股东王淦玮、王馥炜系王小宁、赵爱仙子女，属于一致行动关系，王小宁、赵爱仙二人合计可以控制公司100.00%的 股份。 今年11月，维尔精工公告，免去赵爱仙的财务负责人、董事会秘书，免去路建明的副总经理。聘任王旭涛为公司财务负责人，聘任虎麦峰为公司董事会秘 书。 瑞财经 刘治颖 12月1日，宁夏维尔精工股份有限公司（以下简：维尔精工）在宁夏证监局完成IPO辅导备案，辅导机构为开源证券股份有限公司。 维尔精工成立于2004年1月13日，法定代表人为王小宁，主要从事高端装备制造所需关键零部件的研发、生产和销售，主要包括铸钢件、铸铁件和铸铝件。 公司于2025年7月8日挂牌新三板。 公司主要客户为国内外知名企业或其控股子公司，包括长春轨道客车（隶属中国中车集团）、天地奔牛（隶属 ...

维尔精工成立于2004年1月13日，法定代表人为王小宁，主要从事高端装备制造所需关键零部件的研发、生产和销售，主要包括铸钢件、铸铁件和铸铝件。 公司于2025年7月8日挂牌新三板。 公司主要客户为国内外知名企业或其控股子公司，包括长春轨道客车（隶属中国中车集团）、天地奔牛（隶属中国煤炭科工集团）、西门子墨西哥公司、平 高电气、浙江可胜技术、法士特集团等。 2025年上半年，维尔精工营业收入为8823.4万元，同比减少2.01%；归属于挂牌公司股东的净利润2038.04万元，同比增长125.54%；毛利率为39.56%，上年 同期为22.52%。 | 盈利能力 | 本期 | 上年同期 | | --- | --- | --- | | 营业收入 | 88,233,962.10 | 90,040,212.31 | | 毛利率% | 39.56% | 22.52% | | 归属于挂牌公司股东的 | 20,380,354.13 | 9,036,355.05 | | 净利润 | | | | 归属于挂牌公司股东的 | 20.301.290.81 | 8,031,050.23 | | 扣除非经常性损益后的 | | | | 净利 ...

Core Viewpoint - The company Guangda Special Materials (688186.SH) has announced that its subsidiary in Deyang produces cast steel components that can be used in gas turbines [1] Company Summary - Guangda Special Materials has a subsidiary located in Deyang [1] - The Deyang subsidiary specializes in the production of cast steel components [1] - These cast steel components are applicable in the gas turbine industry [1]

Core Insights - The industrial gas turbine industry is characterized by a highly specialized and collaborative supply chain, with cast steel components and rotor forgings holding significant market positions due to their essential functions and technological barriers [1][2] Group 1: Industry Overview - Industrial gas turbines operate under extreme conditions of high temperature, pressure, and speed, making the material properties and manufacturing precision of core components critical to the reliability, efficiency, and lifespan of the entire machine [1] - Cast steel components include complex structures such as cylinders, valve housings, and partition sleeves, which are crucial for sealing, guiding, and bearing high-temperature steam [1] - Rotor forgings are the core rotating components that transmit torque and withstand significant centrifugal and thermal stresses, requiring ultra-high purity materials and advanced manufacturing techniques [1] Group 2: Market Dynamics - The market for cast steel components and rotor forgings accounts for approximately 20% of the total industrial gas turbine market size, reflecting their critical weight in the overall cost structure despite their smaller physical volume [2] - The growth of this niche market is driven by two main factors: the global push for industrial energy efficiency and carbon neutrality, leading to increased demand for high-performance components, and the emergence of innovative manufacturing technologies such as additive manufacturing and numerical simulation [2] Group 3: Future Outlook - The technological advancements and industrial upgrades in cast steel components and rotor forgings are expected to continue driving improvements in overall machine performance [3] - Future market focus will not only be on enhancing material performance limits but also on establishing a comprehensive digital quality assurance system throughout the design, manufacturing, and testing processes [3] - The healthy development of this high-value segment is strategically significant for ensuring the safety and competitiveness of national major equipment supply chains [3]

Core Insights - The article highlights the significance of cast steel components in various industries, particularly in heavy machinery, energy, and rail transportation, indicating that the production of large cast steel parts is a key indicator of a country's manufacturing development level [2] - China remains the world's largest producer of castings, with a production volume of 6.35 million tons in 2023, projected to increase to approximately 6.95 million tons in 2024 due to advancements in green casting and smart manufacturing technologies [2] Industry Overview - Cast steel components are produced through a casting process where molten steel is poured into molds and solidified, forming products with specific shapes and sizes [4] - The industry is characterized by significant economies of scale, where larger production scales lead to lower unit costs, creating barriers for new entrants [10] - The production of cast steel parts is capital-intensive, requiring substantial initial investments and long construction periods, which contributes to high financial barriers for new companies [13] Regulatory Environment - The cast steel industry is regulated by several government bodies, including the National Development and Reform Commission (NDRC) and the Ministry of Industry and Information Technology (MIIT), which oversee policy formulation and industry management [6][7] - Recent government policies aim to support and standardize the casting industry, fostering a conducive environment for its development [8][9] Market Dynamics - The demand for large cast steel components is driven by robust growth in downstream sectors such as manufacturing, energy, and rail transportation [2] - The industry is experiencing a shift towards high-end castings, with an increasing proportion of production focusing on advanced materials and technologies [2] Competitive Landscape - The industry features significant technological barriers, as cast steel products are often customized and require advanced manufacturing techniques, making it challenging for new entrants to compete [11][12] - Key players in the industry include companies like CITIC Heavy Industries and Taiyuan Heavy Industry, which possess strong technical capabilities and established market positions [15]