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油城青春之歌不辍:以创新铸就民企高质量发展引擎
Qi Lu Wan Bao· 2025-07-09 03:13
齐鲁晚报·齐鲁壹点记者 白新鑫 在黄河入海口的东营,一股青年主导的创新浪潮正重塑着民营经济的基因。从打破国际垄断的新材料研发,到打造行业首 家智慧工厂;从攻克高端风电核心部件技术瓶颈,到引领传统造纸业数字化转型——这支东营青年生力军,正以创新之 能、实干之姿,奏响山东民营经济高质量发展的青春乐章。 技术攻坚,锻造"硬核实力" 在催化材料领域,DPF(柴油车颗粒过滤器)用于国六柴油车碳烟颗粒捕集处理,是柴油车符合国六排放标准的关键部 件。碳化硅DPF因其独特的制程工艺,技术难度大、成品率低,长期被国外企业垄断,是汽车尾气处理领域的"卡脖子"技 术。 在此背景下,山东国瓷功能材料股份有限公司(下简称"国瓷材料")成立碳化硅DPF项目组,青年研发工程师王键勇挑重 担,担任项目核心技术负责人。 "青年人就是敢闯敢拼,我们秉持着'24小时研发精神'在项目中攻坚克难。"据王键介绍,其带领团队从原材料选择、配方技 术、成型技术、烧结技术、后处理技术和装备等进行系统深入研究。 面对烧结工序不良率偏高的问题,王键带领团队昼夜攻关,最终发现"炉内气氛微循环"是症结所在。通过流体力学仿真模 拟,他们重新设计炉内气体循环系统,第一炉 ...
青春当先开新局|青春“绿”动力:激活山东高质量发展新活力
Qi Lu Wan Bao· 2025-07-09 03:12
齐鲁晚报·齐鲁壹点记者 白新鑫 山东力诺瑞特新能源有限公司研发团队与上海交通大学联合攻关,成功开发出180℃高温热泵蒸汽系统,节能率突破40%。 该技术已应用于酿酒、化工等高耗能领域,替代传统燃煤锅炉,入选国家科技进步奖项目。其建设的全球首座太阳能平板 集热器"黑灯工厂",通过智能控制实现零碳排放生产,成为工业热力系统低碳转型的示范样板。 太阳能驱动"黑灯工厂"全速运转,小麦从育种到深加工实现全程零废弃,化工废弃物在先进工艺中实现资源重生……在山 东加速构建绿色低碳循环经济体系的进程中,青年力量正成为关键技术突破与产业模式创新的关键引擎。 7月1日至4日,由团省委组织的2025年第一期"青春当先开新局"融媒采风活动走进济南、滨州、东营三地,深入探访多家民 营企业,解码青年人才如何以科技赋能产业转型,推动绿色循环经济体系加速成型。 一幅幅青年创新创业推动发展的生动画卷,成为山东经济高质量发展的最美注脚。 新材料与新能源的绿色攻坚 在产业链上游,一场由青年主导的技术革命正打破国际垄断,夯实绿色根基。 山东国瓷功能材料股份有限公司研发工程师王键带领团队,向柴油车尾气处理的"卡脖子"技术发起冲锋。面对长期被国外 企业 ...
第8000台国产风机主轴承下线 风电核心大部件国产替代再上新台阶
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-07-06 21:57
"轴承不是一个简单的结构件,是机器运转的'关节'所在,其性能直接影响到整个设备的可靠性。"洛轴 集团总经理于海波在接受《中国能源报》记者采访时表示,"对于风电机组来说,主轴承的转速、温 升、精度等指标的细微变化,都会直接影响发电性能,一旦阻力增加,功耗就会增长。" 极高的要求之下,风机主轴承也被视作风电部件国产化进程中的"最后一环"。2019年前后,我国风电机 组主轴承高度依赖进口,随着中国新能源行业飞速发展,产业链"短板"带来高成本、供货难的挑战,自 研自制成为保障供应链安全的唯一手段。 面对市场需求、降本增效、供应安全等多重挑战,洛轴和远景携手努力,风机主轴承"黑匣子"最终被打 开,风电部件国产化的"最后一公里"得以走通。"洛轴与远景针对风机主轴承原材料、硬件设备、制造 工艺、检测测试等多个环节进行深入探讨,逐条逐项解决技术难点,最终实现国产风机主轴承的下线交 付。"于海波介绍说。 "远景与洛轴的全方位合作始于2018年,如今,超过7200台远景自研风机主轴承投运6年多来保持着'零 失效'纪录,这是国际顶级品牌也没能做到的。"远景能源高级副总裁、首席产品官、风机与装备产品平 台总裁娄益民表示,"目前,远景 ...
金雷股份(300443):25Q1业绩高增 铸件业务产能利用率提升盈利修复
Xin Lang Cai Jing· 2025-05-18 12:41
Group 1 - The company reported a total operating revenue of 505 million yuan for Q1 2025, a year-on-year increase of 97.5%, driven by increased shipment volume [1] - The total profit reached 63 million yuan, up 95.12% year-on-year, while the net profit attributable to shareholders was 56 million yuan, reflecting a 91.2% increase [1] - The non-recurring net profit was 53 million yuan, showing a significant year-on-year growth of 127.2% [1] Group 2 - The company is a leading global manufacturer of forged main shafts for wind power, covering a full range of models from 1.5MW to 9.5MW, with advanced technology and production processes [2] - The company has adopted hollow forging technology to improve material yield and capacity utilization for large MW forged main shafts, enhancing its market share in this segment [2] - In the casting segment, the company has ramped up R&D and production for large wind turbine components, achieving a 120% year-on-year increase in delivery volume for casting main shafts and bearing seats [2] Group 3 - The company has maintained stable growth in industrial casting and forging products, with a 29.46% year-on-year increase in revenue from other precision shaft products, reaching 376 million yuan in 2024 [3] - An employee stock ownership plan was announced in April 2025, involving up to 2.805 million shares, which is about 0.88% of the total share capital, aimed at enhancing operational vitality [3] - The company expects to benefit from high growth in wind power installations and increased shipment volumes, with profit recovery anticipated as casting capacity continues to ramp up [3]
金雷股份(300443):2025Q1业绩高增 盈利能力有望持续提升
Xin Lang Cai Jing· 2025-04-29 02:50
Core Viewpoint - The company reported significant year-on-year growth in Q1 2025, with revenue reaching 505 million yuan, a 97.54% increase, and net profit attributable to shareholders at 56 million yuan, up 91.17% [1][2]. Group 1: Q1 2025 Performance - In Q1 2025, the company achieved a net profit of 56 million yuan, representing a year-on-year increase of 91.2%, while the non-recurring net profit rose by 127.2% to 53 million yuan [1][2]. - The gross margin for Q1 2025 was 21.38%, showing a year-on-year decrease of 2.53 percentage points but an increase of 2.89 percentage points from the previous quarter [2]. - The net profit margin stood at 11.06%, down 0.37 percentage points year-on-year but up 7.46 percentage points quarter-on-quarter [2]. Group 2: Industry Outlook - The wind power industry is entering a peak delivery season, with the company expected to benefit significantly due to its capabilities in producing wind turbine components [3]. - Since March 2025, major offshore wind projects in China have commenced, leading to an anticipated 115% year-on-year increase in new offshore wind installations, projected to reach 12 GW [3]. - As a leading manufacturer of wind turbine main shafts, the company is likely to see increased demand, which may enhance its capacity utilization and profitability [3]. Group 3: Future Projections - The company forecasts revenues of 2.72 billion yuan, 3.55 billion yuan, and 4.52 billion yuan for 2025-2027, with year-on-year growth rates of 38.4%, 30.5%, and 27.3% respectively [4]. - Net profits are expected to reach 520 million yuan, 640 million yuan, and 810 million yuan for the same period, with growth rates of 201.9%, 23.1%, and 26.0% respectively [4]. - Earnings per share (EPS) are projected to be 1.6 yuan, 2.0 yuan, and 2.5 yuan for 2025-2027 [4].