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4月20日晚间,中熔电气(301031.SZ)发布2025年一季度报告,今年1-3月,公司实现营业收入3.90亿元,同比增长44.98%;实现归母净利润6075.49万元,同比增长125.81%;扣非净利润5859.47万元,同比增长127.19%;基本每股收益0.92元/股。

中熔电气表示,今年一季度,公司业务规模扩大,业绩实现显著增长。

此前,公司在2024年年度报告中披露今年经营计划,公司表示2025年将继续努力打造符合国际车企要求的车规级器件制造现场及器件试验、测试现场,同时将加大研发力度,将更多器件集成化、模块化、智能化,并打造先进制造工艺、掌握先进自动产线的自主知识产权。

其中,公司将持续加大研发投入力度。一方面推进主营产品升级、优化,满足市场和客户需求;另一方面加快激励熔断器(高速电路开断器)、智能熔断器(智能高速电路开断器)、防雷专用后备保护熔断器、继电器、电流传感器、集成产品等新产品开发,为公司培育新业绩增长点。此外,继续加强对公司战略研究的前瞻性,关注人工智能数据中心、eVOLT、具身智能新兴行业的产品需求,持续推进研发技术的储备和项目立项,提高公司研发技术的创新能力与市场竞争力。

还将进一步扩充海外市场,2025年,公司将依据国际市场变化,继续加大海外市场的布局,推进日本孙公司设立完成,以更好地服务全球客户。同时,在目前全球政治经济格局演变的形势下,公司将持续关注国际最新动态,高度关注外部环境变化及政策调整,保障公司的稳健经营。

  美国最高法院周一拒绝受理货运铁路巨头CSX公司重提反垄断诉讼的请求。CSX公司指控竞争对手诺福克南方公司非法限制其使用弗吉尼亚州东海岸一处关键货运码头的权利,导致CSX公司损失数亿美元利润。

  大法官们驳回了CSX公司对下级法院去年一项裁决的上诉。下级法院认为,这家总部位于佛罗里达州杰克逊维尔的公司起诉时间过晚,错过了就违反美国反垄断法提出索赔的四年时效期。CSX公司曾辩称,诉讼时效不应适用于其诉讼。

  2018年,CSX公司在弗吉尼亚州一家联邦法院对诺福克南方公司提起诉讼,指控这家竞争对手与诺福克及朴茨茅斯铁路公司合谋,对弗吉尼亚州诺福克国际码头(东海岸最重要的码头之一)的服务收取过高费用。

  大型国际集装箱船利用诺福克码头将货物卸载到火车和卡车上,以便运往内陆目的地。

  诺福克及朴茨茅斯铁路公司也是被告之一,这是一家小型铁路公司,多数股权由诺福克南方公司持有,在码头提供轨道和“调车”服务。

  CSX公司在码头没有自己的轨道,因此必须付费才能使用。在诉讼中,CSX公司称,诺福克南方公司和诺福克及朴茨茅斯铁路公司在2009年设定了人为抬高的轨道使用费率——每节车厢210美元,这一费率至今仍在沿用。

  根据CSX公司的诉讼,诺福克南方公司的这一优势使其能够向依赖诺福克码头的海运承运人收取人为抬高的价格。CSX公司称,自己被阻止与海运托运人签订盈利的合同。

  CSX公司表示,诺福克南方公司涉嫌对使用码头收取过高费用的行为每天都在继续,只要这一费用仍然存在,就不应受四年诉讼时效的限制而不能提起诉讼。

  位于弗吉尼亚州里士满的美国第四巡回上诉法院在2024年维持了一名法官对CSX公司诉讼的驳回决定。第四巡回上诉法院称,诺福克南方公司的铁路收费“在诉讼时效期内没有造成新的损害,没有给CSX公司带来新的伤害”。

  在向最高法院提出的上诉中,CSX公司表示,第四巡回上诉法院的裁决实际上为诺福克南方公司在诺福克码头规避竞争提供了“豁免保护”。

  诺福克南方公司在提交给最高法院的文件中称,CSX公司在提起诉讼前“无所作为”了九年。

  诺福克南方公司表示,第四巡回上诉法院的裁决是正确的,2009年设定费率的时间“已超出诉讼时效期,而且仅仅维持这一费率属于不作为,不会每天重新触发诉讼时效”。

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