登录新浪财经APP 搜索【信披】查看更多考评等级 湖南崇德科技股份有限公司（以下简称"公司"）于2025年11月21日下午接待了机构调研。本次调研为特 定对象调研，华福证券、华源证券、鹏华基金、冲积资产等4家机构参与，公司副总经理、财务总监、 董事会秘书龙畅负责接待并与投资者进行交流。 投资者活动基本信息 本次调研活动时间为2025年11月21日14:00-15:30，地点位于公司会议室。参与机构及人员包括华福证券 鲁星泽、华源证券邓力、鹏华基金黄奕彬、冲积资产褚壹钦褚。接待过程中，公司严格遵守信息披露规 定，未出现未公开重大信息泄露，双方已按深交所要求签署调研《承诺书》。 调研核心内容解读生产经营稳健 订单与产能双充足 公司介绍，目前生产经营一切正常，订单充足，生产线处于满负荷状态，生产运营根据订单情况合理排 产。财务数据显示，2025年前三季度公司实现营业收入4.45亿元，归母净利润1.02亿元，扣非归母净利 润8932.81万元，业绩保持稳健增长。国际市场拓展提速 头部客户阵容亮眼 风电滑动轴承是公司上市后拓展的新产品线，目前表现亮眼。公司预计，风电齿轮箱用滑动轴承营收相 较于前两年将实现大幅增长，且在 ...

证券代码：301548 证券简称：崇德科技 4、公司核电板块的发展情况？ 答：公司深耕核电滑动轴承多年，通过持续自主创新推动国产化替代，已具备为 核电领域含岛内主冷却剂泵在内的重大装配提供高可靠性滑动轴承设计-制造-测试- 监测-评价等全套解决方案。通过长时间的厚积薄发，公司近年来核电装备配套订单 显著增加，承接了多个核电轴承项目，公司核电轴承订单已创新高。同时，为进一步 巩固公司核电板块的技术实力和市场地位，公司建设了主泵轴承专门生产线，提升产 能和品质保障能力。 5、公司风电板块的发展情况？ 答：公司风电滑动轴承业务是公司动压油膜滑动轴承业务的有效组成部分，是上 市以来形成的新产品线；预计风电齿轮箱用滑动轴承营收相较于前两年有大幅增长， 且在手订单充足，预计未来风电业务成长性良好。公司正在努力提升激光熔覆效率， 对相关工艺进行改进。 湖南崇德科技股份有限公司 投资者关系活动记录表 编号：2025-011 | | 特定对象调研 □分析师会议 ☑ | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □ ...

装备制造 [Table_ReportDate] 2025 年 11 月 24 日 [T分析师： able_Author 赵晓闯] 执业证书号：S1030511010004 电话：0755-83199599 邮箱：zhaoxc@csco.com.cn 分析师：杨贵洲 执业证书号：S1030524060001 电话：0755-83199599 邮箱：yanggz1@csco.com.cn 研究助理：董李延楠 电话：0755-83199599 邮箱：donglyn@csco.com.cn 公司具备证券投资咨询业务资格 证券研究报告 储能电芯价格持续上行 s [Table_BaseData] 行业数据 计算机 2019 年 Q3 综合毛利率（%） 9.7 综合净利率（%） 6.9 行业 ROE（%） 25.6 行业 ROA（%） 5.2 利润增长率（%） 4.21 资产负债率（%） 149 期间费用率（%） 4.54 存货周转率（%） 42.56 [Table_ReportType]装备制造行业周报（11 月第 3 周） [Table_S 市场行情回顾 ummary] ： 上周 5 个交易日机械设备、电力设备及汽车行 ...

崇德科技(301548.SZ)发布投资者关系活动记录表公告称，公司的主要产品和服务为动压油膜滑动轴承 产品、风电滑动轴承、高速永磁电机产品及工业传动及服务，聚焦于能源发电、工业驱动、石油化工及 船舶等领域，滑动轴承产品广泛应用于重大装备、高精设备如重型燃气轮机、大型汽轮机、风力发电设 备、高效压缩机、高速电机、泵及齿轮箱等装备，为关键基础零部件。公司深耕核电滑动轴承多年，通 过持续自主创新推动国产化替代，已具备为核电领域含岛内主冷却剂泵在内的重大装配提供高可靠性滑 动轴承设计-制造-测试监测-评价等全套解决方案。通过长时间的厚积薄发，公司近年来核电装备配套订 单显著增加，承接了多个核电轴承项目，公司核电轴承订单已创新高。 ...

证券代码：301548 证券简称：崇德科技 湖南崇德科技股份有限公司 投资者关系活动记录表 答：公司深耕核电滑动轴承多年，通过持续自主创新推动国产化替代，已具备为 核电领域含岛内主冷却剂泵在内的重大装配提供高可靠性滑动轴承设计-制造-测试- 监测-评价等全套解决方案。通过长时间的厚积薄发，公司近年来核电装备配套订单 显著增加，承接了多个核电轴承项目，公司核电轴承订单已创新高。同时，为进一步 巩固公司核电板块的技术实力和市场地位，公司建设了主泵轴承专门生产线，提升产 能和品质保障能力。 6、公司的产能利用情况？ 编号：2025-010 | | 特定对象调研 □分析师会议 ☑ | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 | | 参与单位名称 | 名单如下（排名不分先后）： | | 及人员姓名 | 长城基金（林皓）、长城证券（孙诗宁） | | 时 间 | 年 月 日 2025 11 17 10:00-11:30 | | 地 点 | 公司会议室 | | 上市公司接待 | 龙畅（副总经理、财务总 ...

Core Viewpoint - The company expects significant growth in its wind power bearing business, projecting a doubling of revenue compared to 2024, supported by a strong order backlog [2] Group 1: Company Performance - The wind power sliding bearing business is a new product line that has been developed since the company went public [2] - Revenue from wind power gearbox sliding bearings is anticipated to increase substantially compared to the previous two years [2] - The company is actively working to enhance laser cladding efficiency and improve related processes [2] Group 2: Industry Outlook - The future growth potential of the wind power business is considered promising due to a robust order book [2]

Core Insights - Hunan Chongde Technology Co., Ltd. reported a significant increase in Q3 2025 performance, with revenue reaching 162 million yuan, a year-on-year growth of 48.04%, and a net profit attributable to shareholders of 32.14 million yuan, up 75.66% year-on-year [1][2] Group 1: Business Performance - The company's strong performance is attributed to rising demand across multiple sectors, including nuclear power, wind power, gas turbines, and petrochemicals [1] - Key technologies have been successfully implemented, including high-performance bearings for the petrochemical sector and upgraded wind power sliding bearings, which have improved cost and reliability [1] - The business model has evolved from a single product supply to a "technology + service" model, providing comprehensive solutions for bearing selection, installation, and operation [1] Group 2: International Strategy - The company has seen a significant increase in international orders, successfully winning multiple projects from global clients [2] - A strategic acquisition agreement with Levicron has been signed, enhancing the company's brand influence and technical collaboration capabilities in Europe [2] - The company aims to leverage its price advantage and rapid delivery in international markets while focusing on domestic import substitution and ODM solutions [2]

Core Viewpoint - The company, Chongde Technology, reported strong financial performance in Q3 2023, driven by its "one core, two wings" strategy focusing on technological innovation, international expansion, and management upgrades [2][3]. Financial Performance - For the first three quarters, Chongde Technology achieved revenue of 445 million yuan, a year-on-year increase of 20.25% - The net profit attributable to shareholders reached 102 million yuan, up 19.68% - The net profit excluding non-recurring items was 89.32 million yuan, growing by 24.44% [2] - In Q3 alone, the company reported revenue of 162 million yuan, a remarkable increase of 48.04% - The net profit attributable to shareholders for Q3 was 35.78 million yuan, up 60.87% - The net profit excluding non-recurring items for Q3 was 32.14 million yuan, increasing by 75.66% [2] Technological Innovation - The company has made significant advancements in core technologies, including high-performance bearings for the petrochemical sector and upgraded wind power sliding bearings [3] - New products such as water-lubricated and air-floating bearings have received initial customer recognition, while PEEK material bearings are being supplied in bulk for refrigeration, deep well pumping, and high-speed gearboxes, becoming a new growth engine [3] Business Model Transformation - Chongde Technology is shifting from a single product supply model to a "technology + service" model, providing comprehensive solutions for bearing selection, installation, and operation [3] International Expansion - The company has seen a significant increase in international orders, successfully winning multiple projects with global clients [3] - A strategic acquisition agreement with Levicron has been signed, and the European center is now operational, enhancing the company's international brand influence and technical collaboration capabilities [3] Management Upgrades - The company has implemented internal management reforms, optimizing organizational structure, performance management, and information technology, fostering a more youthful and professional team [3] - Production systems have been upgraded, with new workshops and intelligent teams improving production efficiency and flexibility [3] Future Outlook - Chongde Technology plans to continue deepening its "one core, two wings" strategy, focusing on building a "high reliability + technological innovation" SUND brand [4] - The company aims to leverage ODM solutions domestically while emphasizing price advantages and rapid delivery internationally, promoting brand internationalization and high-end development [4]

Core Viewpoint - The company, Chongde Technology, has indicated significant growth potential in its wind power sliding bearing business, which is a new product line developed since its listing [1] Group 1: Business Performance - The wind power sliding bearing business is an effective component of the company's dynamic pressure oil film sliding bearing operations [1] - Revenue from wind power gearbox sliding bearings is expected to see substantial growth compared to the previous two years, with projections indicating a doubling in revenue by 2024 [1] - The company has a sufficient backlog of orders, suggesting a strong growth trajectory for its wind power business in the future [1]

Core Viewpoint - The company has successfully implemented the second-generation sliding bearing technology, replacing rolling bearings in wind turbine gearboxes, marking a significant advancement in the industry [1] Group 1: Technology and Innovation - The company has achieved large-scale application of the "sliding instead of rolling" technology for wind turbine gearbox bearings [1] - It has developed a fully automated production line that integrates laser cladding, machining, and testing, which is the first of its kind globally [1] - The production line aims to manufacture products at low cost while ensuring high reliability [1] Group 2: Intellectual Property and Patents - The company has established a robust intellectual property system with multiple invention patents related to wind turbine sliding bearings [1] - Recently obtained patents include a "bearing assembly for wind turbines" designed to enhance insulation effects and maintenance convenience [1] - Another patent, "manufacturing method for wind turbine sliding bearings," ensures bearing performance and optimizes production costs [1]