7月5日，省委书记刘宁、深入贯彻中央八项规定精神学习教育中央第二指导组组长徐令义到洛阳市部分企业、社区，调研企业发展、基层治理和学习教育开 展情况。 在中钢洛耐科技股份有限公司，刘宁、徐令义走进老厂房，参观"不忘初心、信念永恒——洛耐职工怀念习仲勋同志展览"。在展览现场，刘宁、徐令义仔细 观看一张张历史照片、一件件历史文物，认真聆听习仲勋同志的革命事迹与奋斗历程。刘宁、徐令义强调，老一辈革命家体现的坚定理想信念、崇高党性修 养、强烈使命担当和真挚为民情怀，永远是我们学习的光辉榜样。要从中汲取精神滋养和前行动力，不断增强守初心担使命的思想和行动自觉，走好新时代 党的群众路线，进一步转变作风、激发干劲、担当作为，把学习教育成果转化为推动高质量发展的实际成效。 刘宁徐令义到洛阳市调研时强调 牢记领袖嘱托着力建设现代化产业( 体推进学查改确保学习教育取得: 调研中，刘宁、徐令义听取洛阳市学习教育开展情况汇报，强调要深刻领悟"两个确立"的决定性意义，坚决做到"两个维护"，深学细悟习近平总书记在中央 政治局第二十一次集体学习时和在河南考察时重要讲话精神，按照省委十一届九次全会部署，聚焦"两高四着力"，重实效、强实干、抓落 ...

Core Viewpoint - Jiangyin Hengrui Heavy Industry Co., Ltd. has successfully acquired land use rights for a project aimed at producing 2,000 sets of wind turbine gearbox components, with a total planned investment of 1.2 billion RMB [1][4]. Group 1: Transaction Overview - Hengrui Transmission, a wholly-owned subsidiary, won the land use rights for 16.54 million RMB through an online bidding process [1][2]. - The funding for this acquisition comes from the company's own or self-raised funds [1][3]. - The project has been approved by the company's board and does not constitute a related party transaction or a major asset restructuring as defined by regulations [1][2]. Group 2: Project Details - The total investment for the wind turbine gearbox component project is planned at 1.2 billion RMB, with the first phase requiring 500 million RMB [1][4]. - The land acquired is essential for the project's construction and aligns with the company's strategic planning and operational development [4]. Group 3: Contractual Obligations - The contract stipulates that if the project does not commence or complete on time, penalties will be incurred, including a daily fine of 0.5‰ of the total land price for each day of delay, capped at 20% of the total land price [3]. - If the project remains inactive for over a year, it may be classified as idle land, leading to additional fees or potential forfeiture of the land use rights [3]. Group 4: Impact on the Company - The acquisition of land use rights is expected to support the company's long-term sustainable development and will not adversely affect its financial status or operational performance [4].

Core Viewpoint - The A-share listed companies have shown positive performance in their half-year reports, with a significant proportion of companies expecting profit growth, driven by various factors including international market expansion and cost reduction measures [1][2][3]. Group 1: Performance Forecasts - Out of 26 companies that announced their performance forecasts, approximately 77% are expected to report positive results, with 9 companies anticipating "slight growth," 6 "increased growth," 4 "continued profit," 1 "turning profitable," and 1 "slight decrease" [2][3]. - Companies such as Guangda Special Materials and Shengnuo Bio are expected to see net profit increases exceeding 100% [2][5]. - The industries with the highest concentration of companies expecting positive results include pharmaceuticals, semiconductors, and hardware equipment [2][9]. Group 2: Individual Company Highlights - Guangda Special Materials forecasts a net profit of approximately 200 million yuan, representing a growth of 367.51% [4][5]. - Shengnuo Bio anticipates a net profit between 77.03 million and 94.14 million yuan, with a growth rate of 253.54% to 332.10% [4][5]. - Tai Ling Micro expects a net profit of about 99 million yuan, reflecting a growth of approximately 267% [4][6]. Group 3: Market Trends and Insights - The overall net profit growth of A-share listed companies is expected to continue improving, driven by macroeconomic policies and industry restructuring [8][9]. - Analysts predict that sectors such as consumer services, information technology, and midstream manufacturing will see relatively high profit growth in 2025 [8][9]. - The market sentiment is optimistic, with many institutions recommending an overweight position in the Chinese stock market, anticipating a bull market in both A-shares and Hong Kong stocks [9].

Core Viewpoint - Guangda Special Materials expects significant growth in its performance for the first half of 2025, driven by strong demand in downstream industries and the effectiveness of its investment projects [1] Group 1: Financial Performance - The company anticipates a revenue of approximately 2.5 billion yuan for the first half of 2025, representing an increase of about 619 million yuan, or a year-on-year growth of approximately 32.91% [1] - The expected net profit attributable to shareholders is around 200 million yuan, an increase of about 157 million yuan, reflecting a year-on-year growth of approximately 367.51% [1] - Guangda Special Materials has seen a significant increase in sales revenue due to the gradual release of production capacity in its wind power gearbox components project and enhanced average equipment utilization [1] Group 2: Market Dynamics - The overall demand in the company's downstream industries is improving, contributing to robust production and sales [1] - The offshore wind power casting project has improved capacity utilization through various technical upgrades and cost-reduction measures, leading to enhanced profitability [1] Group 3: Stock Performance - The company's stock has performed well in 2023, with a cumulative increase of 74.99% as of June 10 [2] - The number of shareholders decreased by 1.89% from the end of May, totaling 9,809 shareholders [2] Group 4: Industry Context - Among A-shares, 13 companies have reported positive performance forecasts for the first half of the year, indicating a favorable trend in the market [4] - Guangda Special Materials ranks among the top companies in terms of net profit scale, with several other companies also showing significant growth in their forecasts [5][6]

Core Points - The company held its fifth supervisory board meeting on June 19, 2025, via telecommunication, with all three supervisors present [1][2] - The board approved an investment project for its wholly-owned subsidiary, Jiangyin Hengrun Transmission Technology Co., Ltd., to construct a production line for 2,000 sets of wind turbine gearbox components [1] - The total planned investment for the project is 1.2 billion RMB, with the first phase requiring an investment of 500 million RMB [1]

Core Viewpoint - Hengrun Co., Ltd. plans to invest 1.2 billion yuan in a project to produce 2,000 sets of wind turbine gearbox components annually through its wholly-owned subsidiary Hengrun Transmission [1] Investment Details - The total planned investment for the project is 1.2 billion yuan, with the first phase requiring an investment of 500 million yuan [1] - The funding for this project will come from the company's own or self-raised funds, indicating a reliance on internal financing sources [1] - The investment will be made in stages according to the construction progress of the project, highlighting a structured approach to capital allocation [1]

Core Viewpoint - The company, Guangda Special Materials, is actively repurchasing shares to boost market confidence, with a total of 17.77 million shares repurchased for 390 million yuan, nearing the upper limit of its repurchase plan of 400 million yuan [1][3][4]. Group 1: Share Repurchase - Guangda Special Materials has initiated a new round of share repurchase, with a total repurchase amount not less than 200 million yuan and not exceeding 400 million yuan [2][4]. - The company’s share price has significantly increased, rising over 80% from 14.99 yuan per share at the beginning of the year to 27.11 yuan per share by June 18 [2][4]. - The repurchase is based on the confidence in the company's future development and aims to protect the interests of investors, especially small and medium-sized investors [4]. Group 2: Financial Performance - The company has shown a remarkable improvement in profitability, with a year-on-year increase in net profit and non-recurring net profit exceeding 20 times for two consecutive quarters [3][6]. - In the fourth quarter of 2024, the company reported a net profit of 35.33 million yuan and a non-recurring net profit of 30.98 million yuan, representing year-on-year growth of 7348.26% and 2424.28%, respectively [6]. - The company’s revenue for the first quarter of this year reached 1.12 billion yuan, a year-on-year increase of 25.75%, with a net profit of 74.25 million yuan, up 1488.76% [6]. Group 3: Business Operations - Guangda Special Materials focuses on high-end steel materials and components for industries such as renewable energy and rail transportation, with revenue steadily increasing from 1.81 billion yuan in 2020 to 4.003 billion yuan in 2024 [5]. - The company’s revenue from the renewable energy wind power business accounted for 54.86% of total revenue in 2024, with energy equipment and mechanical equipment contributing 19.8% and 9.32%, respectively [6]. - The company is also exploring strategic emerging industries such as military nuclear power, aerospace, and marine engineering, with R&D expenses exceeding 200 million yuan in 2024 [7].

大连重工回复：尊敬的投资者您好：国家新能源产业支持政策有效促进公司风电产品业务的发展。目 前，风电板块占公司订货总额约32.5%（近1/3），主要产品包括风电齿轮箱、铸件、塔筒及配套服务 等，其中85%以上的风电订单来自国内排名前10的风电主机厂商。新能源（尤其是风电）的支持政策对 公司进一步提升订货额、拓展风电市场业务具有积极的促进作用。公司通过深入研究行业政策、积极对 接客户需求、优化产品及客户结构，并加强风电板块统筹管理，全力推动公司风电板块订单增长。国家 海洋经济支持政策为公司海工市场拓展提供积极助力。目前，公司相关业务主要集中在造船（船用）及 海工领域，其中船用曲轴今年订货规模已达7亿元，2022年以来订货呈逐年递增趋势；其他海工相关产 品（包括船用铸件、造船门吊、甲板吊、螺旋桨和单点系泊、船用齿轮箱等）年均订货约1亿元，占比 相对较小。公司积极把握政策有利契机，适时调整产品结构，组建专项团队大力推进海工产品市场拓 展，力争对规模和效益作出积极贡献。感谢您的公司的关注！ 证券之星消息，大连重工(002204)06月18日在投资者关系平台上答复投资者关心的问题。 以上内容为证券之星据公开信息整理，由A ...

"制造业是国民经济的重要支柱，推进中国式现代化必须保持制造业合理比重。现代制造业离不开科技赋能， 要大力加强技术攻关，走自主创新的发展路子。" ——习近平 轴承，作为机器运转的"精密关节"，既是装备制造业的基石，又是衡量国家工业实力的重要标尺。 5月19日下午，洛阳轴承集团股份有限公司（以下简称"洛轴集团"）全体职工无比激动——"习近平总书记来 到我们的智能工厂，来看我们了！" 洛阳轴承集团股份有限公司的智能生产线（5月19日摄）。 河南日报记者 聂冬晗 摄 转型升级："工业关节"展示中国制造硬实力 走进洛轴集团风电齿轮箱轴承智能工厂，一个个轴承如同工业文明的精密艺术品整齐陈列。从内径几厘米的 机器人轴承、新能源汽车轴承，到外径数米的盾构机轴承、风力发电机轴承，这些"工业关节"生动展示着中 国制造的硬核实力。 回忆起习近平总书记考察时的情形，洛轴集团党委书记、董事长王新莹难掩兴奋。他说，总书记对现代制造 业的关心，让洛轴集团更加坚定了发展的信心，"接下来，我们将在海上风电轴承、高速铁路轴承和新能源汽 车轴承等方面进一步布局，坚定不移发展高端制造业"。 世界上能转的机器，都离不开轴承。 洛轴集团自诞生之日起，便 ...

摘要：风电齿轮箱，也称为风电机组齿轮箱或风力涡轮机齿轮箱，它位于风力涡轮机的底部，连接着风轮（叶片）和发电机。其核心作用是将风轮叶片的旋 转动力转化为高速旋转和适当的扭矩，以驱动发电机产生电能。由于风力作用下风轮的转速相对较低，并不稳定，远低于发电机正常工作所需要的转速，因 此需要通过齿轮箱内的多级齿轮副进行增速，将风轮的低速旋转转换为发电机所需的高速旋转。数据显示，2024年，中国风电齿轮箱行业市场规模约为 326.45亿元。 二、行业政策 作为能源转型的重要组成部分，风电行业发展成为各国政府关注的焦点。近些年中国政府相继出台政策扶持风电行业的发展，也带动中国风电齿轮箱行业快 速发展。例如，2024年3月，河南省人民政府办公厅印发《河南省加快制造业"六新"突破实施方案》，提出要大力发展大容量海上风机新装备，提高风轮叶 片、齿轮箱、大容量发电机及变流器、偏航系统等配套水平，加快发展海上风电换流阀和控制保护、高精度直流测量、数字换流站、低频输电断路器等产 品，提升新型变配电装备供给水平。2025年2月，国家能源局印发《2025年能源工作指导意见》，提出要积极推进第二批、第三批"沙戈荒"大型风电光伏基 地和主要流 ...