证券代码：301548 证券简称：崇德科技 公告编号：2026-005 湖南崇德科技股份有限公司 董事会薪酬与考核委员会关于公司 2026 年限制性股票激励计划 首次授予激励对象名单的公示情况说明及核查意见 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记载、误导性 陈述或重大遗漏。 湖南崇德科技股份有限公司（以下简称"公司"）于2026年2月9日召开第二届 董事会第十六次会议，审议通过了《关于公司<2026年限制性股票激励计划(草案 )>及摘要的议案》《关于公司<2026年限制性股票激励计划实施考核管理办法> 的议案》等相关议案，具体内容详见同日刊登在中国证监会指定的创业板信息披 露网站巨潮资讯网（www.cninfo.com.cn）的相关公告。 根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）、《深 圳证券交易所创业板股票上市规则》和《公司章程》等相关规定，公司对《2026 年限制性股票激励计划（草案）》（以下简称"本次激励计划"）首次授予激励 对象的名单在公司内部进行了公示。公司董事会薪酬与考核委员会（以下简称" 薪酬与考核委员会"）结合公示情况对首次授予激励对象进行了核查 ...

工程塑料助剂需求较好，公司满负荷生产，正在 积极进行产能扩张；公司下属矿山中拥有丰富的 稀有金属资源，未来几年金属量预计会持续增加 ——0225调研日报 2026/02/25 16:20 今日内容： 瑞丰高材：工程塑料助剂需求较好，公司满负荷生产，正在积极进行产能扩张 【公司积极调整PVC助剂产品结构】 近几年PVC助剂行业整体增速较慢。其中ACR和CPE竞争激烈、毛利较低；公司MBS产品技 术含量较高，主要与日本钟渊、韩国LG、美国陶氏等外资企业竞争，且下游大部分需求来自 消费品行业（透明包装等），与地产关联度较低，需求较好。公司积极调整产品结构，通过 差异化竞争策略，重点开发片材、卡材、包装薄膜、药包材等非地产领域，传统业务仍保持 稳定增长。 【工程塑料助剂需求较好，公司满负荷生产】 公司目前工程塑料助剂产能为1万吨/年，当前需求较好，处于满负荷状态。2024年度，工程 塑料助剂实现营业收入1.07亿元，较2023年增长212.46%；2025年上半年，工程塑料助剂实 现营业收入6,723万元，同比增长82.49%。 【正在积极进行产能扩张】 公司正在实施6万吨/年工程塑料助剂新建项目，计划分两期建设：一 ...

国寿安保智慧生活股票A（001672）基金经理为张琦。 截至发稿，张琦累计任职时间15年239天，现任基金资产总规模29.51亿元，任职期间最佳基金回报 294.45%， 任职期间最差基金回报-19.09%。 2月27日，崇德科技跌5.03%，截至发稿，报91.06元/股，成交1.38亿元，换手率5.64%，总市值79.22亿 元。 资料显示，湖南崇德科技股份有限公司位于湖南省湘潭市高新区茶园路9号，成立日期2003年11月12 日，上市日期2023年9月20日，公司主营业务涉及动压油膜滑动轴承的研发、设计、生产及销售,滚动轴 承及相关产品等的销售。主营业务收入构成为：轴承组件33.43%，轴承总成28.43%，其他产品 17.29%，滚动轴承相关产品16.56%，其他(补充)4.29%。 从崇德科技十大流通股东角度 数据显示，国寿安保基金旗下1只基金位居崇德科技十大流通股东。国寿安保智慧生活股票A （001672）三季度减持10万股，持有股数110.52万股，占流通股的比例为4.21%。根据测算，今日浮亏 损失约532.7万元。 国寿安保智慧生活股票A（001672）成立日期2015年9月1日，最新规模21 ...

2月21日，湖南崇德科技（301548）股份有限公司(以下简称"崇德科技")在官方平台发布消息称，公司 与哈尔滨电气动力装备有限公司(以下简称"哈电动装")联合研发的华龙一号巴基斯坦恰希玛C-5项目主 泵双向推力轴承首台套，已于近日顺利完成全部厂内验收流程，正式启运发往项目现场。作为华龙一号 全球内陆首堆海外落地的核心部件，此次交付标志着我国在高端核电轴承领域实现了从"跟跑"到"并 跑"的重大跨越，也彰显了这家湖南本土的国家级专精特新"小巨人"企业在核电轴承国产化、全球化布 局中的硬核技术实力。 针对此次产品交付的产业价值与战略意义，湖南大学电气与信息工程学院黎福海教授在接受《证券日 报》记者采访时表示："崇德科技作为国家级专精特新'小巨人'企业，此次完成华龙一号海外项目主泵 轴承的成功交付，既是我国高端装备核心部件国产化替代的标志性成果，更是中小企业聚焦主业、深耕 细分领域、突破'卡脖子'技术的典型示范。" "对于湖南高端制造产业而言，这一成果也充分彰显了湖南专精特新企业在国家重大技术装备攻关中的 重要作用。"黎福海教授表示，"以崇德科技为代表的湖南本土'小巨人'企业，正在高端装备核心配套领 域持续实现技术 ...

Group 1 - The company has a significant event regarding a major shareholder and board member, Wu Xingming, who plans to reduce his holdings by up to 870,000 shares, representing 1.0000% of the total share capital, due to personal financial needs [2] - The company held its 16th meeting of the second board of directors on February 9, 2026, to discuss a proposal for the shareholders' meeting to authorize the board to handle matters related to equity incentives, which may involve further procedures for shareholder approval [3] - The company's production lines are currently operating at full capacity, and with the gradual commissioning of fundraising projects, production capacity is expected to increase significantly; additionally, the company has established long-term partnerships with leading international firms such as Siemens, GE, and ABB, leading to a continuous rise in the proportion of international business revenue [4]

Investment Rating - The report assigns a "Buy-A" rating to the company with a 12-month target price of 105.59 CNY, corresponding to a 50x PE for 2026 [6]. Core Insights - The company is a leader in the domestic replacement of dynamic pressure oil film sliding bearings, with a strong focus on both domestic and international markets. The financial structure has been continuously optimized, with significant improvements in profitability and a reduction in debt levels post-IPO [1][4]. - The dynamic pressure oil film sliding bearing market is expected to grow significantly, driven by high demand in nuclear power, gas turbines, and wind energy sectors. The company is well-positioned to capture market share due to its competitive advantages and the conservative strategies of foreign competitors [2][3]. Summary by Sections 1. Company Overview - Founded in 2003, the company has established itself as a leader in the domestic replacement of high-end sliding bearings, achieving significant breakthroughs in key sectors such as nuclear power and marine applications. The company has developed over 200 specialized sliding bearing products [13]. - The core team is stable, with the founder holding a significant stake in the company, which enhances operational vitality. The team includes experienced professionals with extensive industry backgrounds [18][19]. 2. Market Potential - The global market for dynamic pressure oil film sliding bearings is projected to reach approximately 3.62 billion USD by 2026, with the Chinese market expected to be around 6.72 billion CNY. The growth is supported by trends in industrial drive, energy generation, and the increasing size of machinery [2][37]. - The company benefits from a favorable competitive landscape, as foreign competitors are adopting conservative growth strategies, providing more opportunities for domestic players [2][3]. 3. Business Development - The company is focusing on innovation and collaboration with foreign experts to enhance its product offerings. The shift towards international markets is evident, with an increasing proportion of revenue and improved gross margins from overseas clients [3][4]. - New business segments, including gas turbine bearings and PEEK bearings, are expected to contribute to revenue growth, with projections indicating continued market share expansion [3][4]. 4. Financial Forecast - Revenue is expected to grow from 6.19 billion CNY in 2025 to 9.00 billion CNY in 2027, with net profits projected to increase from 1.35 billion CNY to 2.30 billion CNY during the same period. The company maintains a strong net profit margin and return on equity [5][4]. - The financial structure has improved significantly post-IPO, with a reduction in the debt-to-asset ratio to 14.0% in 2024, and all interest-bearing debts have been repaid [35].

Core Viewpoint - The company, Chongde Technology (301548.SZ), is operating normally with sufficient orders and is optimizing production based on order conditions [1] Financial Performance - In the first three quarters of 2025, the company achieved operating revenue of 445 million yuan and a net profit attributable to shareholders of 102 million yuan, with a net profit excluding non-recurring items of approximately 89.33 million yuan [1] Production Capacity and Operations - The company's production lines are currently operating at full capacity, with a steady increase in capacity utilization through optimization of production equipment, processes, and logistics [1] - The company is outsourcing lower-technical processing operations to improve efficiency [1] - With the gradual commissioning of the company's fundraising projects, production capacity is expected to increase significantly, supporting business growth [1]

Group 1 - The core viewpoint of the article highlights that Chongde Technology (301548.SZ) has established long-term partnerships with several leading international companies, including Siemens, GE, ABB, Ingersoll Rand, and Atlas [1] - The revenue from international business is continuously increasing, indicating a growing influence of the brand in the international sliding bearing sector [1]

Group 1 - The company, Chongde Technology, has established long-term partnerships with several leading international firms, including Siemens, GE, ABB, Ingersoll Rand, and Atlas [2] - The revenue from international business is continuously increasing, indicating a growing influence in the international sliding bearing market [2]

Core Viewpoint - The company aims to focus on "internationalization, new quality, and branding" strategies to enhance its main business in sliding bearings and expand into high-end markets and emerging industries while exploring new technology applications for high-quality development [2] Group 1 - The company will continue to deepen its main business in sliding bearings [2] - The company plans to expand into high-end markets and emerging industries [2] - The company intends to strategically explore new technology frontiers for industrial layout [2]