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銀龍股份(603969.SH):產品已成功應用於珠三角水資源配置、引江濟淮等大型項目

格隆匯7月21日丨銀龍股份(603969.SH)在互動平臺表示,公司2025年上半年業績預增60%-80%,主要源於預應力材料主業的結構優化與高附加值產品(如軌道板用鋼絲、超高強鋼絞線、大橋纜索絲等)佔比提升,以及軌道交通用混凝土製品在雄商高鐵、廣湛高鐵等國家級項目的放量貢獻。同時,新能源領域(風電混塔、光伏支架等)的拓展也爲公司利潤提供一定支撐。 二級市場股價受宏觀經濟環境、行業政策、市場情緒及資金偏好等多重因素綜合影響,存在階段性波動。公司目前經營穩健,產能利用率和訂單飽滿,管理層將持續專注主業發展,以技術創新和市場份額提升驅動長期價值。 關於雅魯藏布江水電站工程,其作爲國家級重大項目,建設過程中對大壩錨固、隧洞支護、輸水管道等環節的預應力材料(如預應力錨索、高強鋼絞線、PCCP管用鋼絲等)及混凝土構件(如盾構管片等)或將產生較大需求。公司作爲預應力材料龍頭,深耕水利工程領域,產品已成功應用於珠三角水資源配置、引江濟淮等大型項目,具備耐高壓、耐腐蝕的技術優勢。目前公司已組建專業團隊緊密跟進該項目進展,積極爭取參與機會,未來若獲得相關訂單,將對業績形成積極支撐。

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