Financial Performance - As of June 2025, accounts receivable balance is 1.493 billion, with 74% (1.1 billion) aged within one year, primarily from high-quality state-owned enterprise partners, indicating low bad debt risk [4] - Cumulative dividends since the company's listing exceed 300 million, with plans for continued investor returns [8] Strategic Development - The company is establishing a wholly-owned subsidiary in Tianjin to enhance industrialization and competitiveness in the deep-sea economy, focusing on three product lines: single permanent mooring steel wire ropes, mooring fiber cables, and deep-sea mooring system components [5][8] - The project is aligned with national policies promoting deep-sea wind power and is currently preparing a feasibility study report [5][8] Product and Market Position - The company has obtained multiple DNV factory recognition certificates, marking its transition from providing single mooring products to offering comprehensive long-term mooring solutions [6] - The mooring system is a critical component of floating systems, with significant cost reduction potential, positioning the company as a unique provider with complete design and manufacturing capabilities in the deep-sea mooring market [7]

Group 1 - The company, Jili Rigging (SZ 002342), announced the receipt of a patent certificate from the National Intellectual Property Administration of China for an "automated pipe stacking device for oil casing in maritime logistics bases" on October 9, 2025 [1] - For the first half of 2025, the company's revenue composition was as follows: 39.53% from the metal products industry, 37.06% from general equipment manufacturing, 16.9% from the textile industry, and 6.5% from other businesses [1] - As of the report date, Jili Rigging's market capitalization was 7.2 billion yuan [1]

证券代码：002342 证券简称：巨力索具 公告编号：2025-046 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 于 2025 年 10 月 9 日，巨力索具股份有限公司收到中华人民共和国国家知识 产权局授予的 1 项专利证书，具体情况如下： 一、专利基本情况 | 序号 | 专利名称 | 专利 | 专利号 | 证书号 | | 发明人 | | | | 专利 | | 授权 | | 专利权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 类型 | | | | | | | | 申请日 | | 公告日 | | | | | 一种用于海运 | | | | 杨 超 | 李 雪 | 军 | 何 | 杰 | | | | | | | | 物流基地石油 | 发明专 | ZL 2021 1 | 第 8236083 | 延冠杰 | 崔建英 | | 李 | 娜 | 年 2021 | 10 | 2025 | 年 09 | 巨力索具股 ...

Core Viewpoint - The stock of Jieli Rigging has shown significant growth this year, with a year-to-date increase of 132.82%, despite recent declines in the short term [1][2]. Group 1: Stock Performance - As of October 9, Jieli Rigging's stock price reached 7.52 CNY per share, with a market capitalization of 7.219 billion CNY [1]. - The stock experienced a net inflow of 149.97 thousand CNY from main funds, with large orders accounting for 16.80% of purchases and 14.54% of sales [1]. - Over the past five trading days, the stock has decreased by 1.05%, and it has seen a decline of 3.09% over the last 20 days and 6.47% over the last 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Jieli Rigging reported a revenue of 1.14 billion CNY, reflecting a year-on-year growth of 17.45% [2]. - The net profit attributable to shareholders for the same period was 9.35 million CNY, marking a substantial increase of 137.21% year-on-year [2]. Group 3: Company Overview - Jieli Rigging, established on December 7, 2004, and listed on January 26, 2010, specializes in the research, design, production, and sales of rigging and related products [1]. - The company's revenue composition includes 45.25% from engineering and metal rigging, 29.57% from wire ropes and wire rope rigging, 16.90% from synthetic fiber lifting slings, 6.50% from raw materials and labor, and 1.77% from chains and chain rigging [1]. - The company has distributed a total of 310 million CNY in dividends since its A-share listing, with 2.88 million CNY distributed in the last three years [3].

Core Viewpoint - The company, Jieli Rigging, responded to investor inquiries on September 29, indicating that shareholders should refer to the company's periodic reports disclosed in designated media for information regarding the number of shareholders [2] Group 1 - The company addressed investor questions on an interactive platform [2] - The company emphasized the importance of periodic reports for shareholder information [2]

Group 1 - The core viewpoint of the articles highlights the significant role of Giant Lifting in supporting major projects such as offshore wind power, deep-sea engineering, and bridge construction, aligning with China's "14th Five-Year Plan" for economic and social development [1] - Giant Lifting specializes in the research, development, manufacturing, and sales of lifting equipment, with applications across various industries including manufacturing, mining, construction, and transportation [1] - The company has developed China's first 55-ton large megawatt offshore single-blade lifting device, which enhances the installation window for wind turbines and possesses complete independent intellectual property rights [1][2] Group 2 - In the first half of the year, Giant Lifting reported a revenue of 1.14 billion yuan, representing a year-on-year growth of 17.45%, and a net profit of 9.35 million yuan, with a significant increase of 137.21% [2] - The lifting equipment industry is experiencing steady demand growth, particularly in traditional sectors such as metallurgy, mining, and construction, with notable performance in the lifting sector [2] - The demand for high-strength deep-sea lifting equipment is driven by the increasing installation capacity in renewable energy sectors, including wind, solar, and nuclear power, as well as infrastructure projects related to "new infrastructure" initiatives [2] Group 3 - Giant Lifting has participated in several national key projects, including the production of various lifting devices for the Baihetan Hydropower Station, showcasing its capabilities in large-scale projects [3] - The company has developed high-performance products for deep-sea engineering, ensuring stability for the "Hai Ji No. 2" platform, which is the tallest and heaviest jacket in Asia [3] - In spatial structures, Giant Lifting produced high-vanadium sealing cables for the Xiong'an Sports Center, reflecting the ecological philosophy of the Xiong'an New Area through its unique design [3]

Core Insights - Deep-sea resource development focuses on areas deeper than 200 meters, encompassing strategic resources such as minerals, energy, and biological resources, which are crucial for overcoming land resource limitations and ensuring national security [1][2] - The Chinese government has integrated deep-sea development into its national security strategy, designating it as a strategic emerging industry in the 2025 government work report, supported by a special fund of 50 billion yuan for marine economy [1][5] - The industry is projected to reach a scale of 3.25 trillion yuan by 2025 and exceed 5 trillion yuan by 2030, driven by significant growth in oil and gas development, mining, and biopharmaceutical sectors [1][9] Industry Overview - Deep-sea resource development involves exploration, extraction, and utilization of resources in deep-sea areas, aiming to acquire strategic resources through advanced technologies [2][3] - The sector is categorized into five main types: deep-sea mineral resources, oil and gas resources, biological resources, energy resources, and spatial resources [3] Development Drivers - National strategy and policy support are key drivers, with deep-sea development included in China's national security framework and significant funding allocated to support technological advancements [5][6] - The high dependency on foreign oil and gas, with over 70% reliance, necessitates deep-sea oil and gas development as a strategic solution to energy security [5][6] - Technological breakthroughs and domestic equipment manufacturing have positioned China to lead in deep-sea resource development, enhancing its global competitiveness [6][7] Current Industry Status - The deep-sea economy is rapidly growing, with the marine economy reaching 10.54 trillion yuan in 2024, driven by significant demand in deep-sea oil and gas and biological resource development [8][9] - The deep-sea oil and gas sector has seen substantial advancements, with the first ultra-deepwater gas field "Deep Sea No. 1" entering production, marking China's entry into the global first tier of deep-sea oil and gas development [10][11] Corporate Landscape - Major companies in the deep-sea resource development sector include China National Offshore Oil Corporation, China Shipbuilding Industry Corporation, and others, forming a comprehensive ecosystem from resource development to equipment manufacturing [13][14] - The industry is characterized by a full-chain ecosystem that integrates resource development, equipment manufacturing, technological innovation, and regional collaboration [13][14] Future Trends - The industry is expected to evolve towards technological integration and intelligence, with AI and quantum sensing driving automation and efficiency in exploration and extraction processes [15][16] - Environmental sustainability will become a core focus, with the adoption of eco-friendly technologies and the establishment of monitoring systems to minimize ecological impact [16][17] - Expansion into ultra-deepwater and polar regions will reshape the competitive landscape, necessitating international cooperation and standard-setting to address high costs and technical challenges [17][18]

Group 1 - The core viewpoint of the article highlights the performance of Jili Rigging during the 2025 semi-annual report, showcasing significant growth in both revenue and net profit [1] - The company reported a revenue of 1.14 billion yuan, representing a year-on-year increase of 17.45% [1] - The net profit for the period was 9.35 million yuan, which is a substantial year-on-year growth of 137.21% [1] Group 2 - Jili Rigging specializes in the research, development, manufacturing, and sales of rigging products, with a focus on enhancing market competitiveness and profitability [1] - The main product lines include soft rigging series, chain series, wire rope series, fixture beam series, forged rigging series, cable, steel rods, heavy equipment series, and rigging equipment, totaling nine major product series [1]

Group 1 - The core business of the company is the research, development, manufacturing, and sales of rigging and related products [1] - The company has consistently focused on its main business since its establishment, emphasizing deepening its core operations [1] - The main products of the company include nine major series: soft rigging series, chain series, wire rope series, fixture beam series, forged rigging series, cable, steel pull rods, heavy equipment series, and rigging equipment [1]

Core Viewpoint - The company, Jili Rigging (002342), is actively developing its marine business, focusing on key technology bottlenecks in marine engineering equipment and has established a comprehensive product line to enhance market presence and competitiveness [1] Group 1: Marine Business Development - The company has been working on the research and development of long-term mooring systems to address key technology bottlenecks in marine engineering [1] - Jili Rigging has mastered the design and manufacturing technologies for long-term mooring products, overcoming high fatigue performance challenges [1] - In 2024, the company plans to leverage its three major product lines—single-strand permanent mooring steel ropes, mooring fiber cables, and deep-sea mooring system accessories—to actively promote its market presence [1] Group 2: Corporate Structure and Strategy - To enhance industrialization and scale effects in the marine sector, the company has established a wholly-owned subsidiary in Tianjin [1] - The company aims to build core competitive advantages in efficient service and cost-effectiveness, benchmarking against international peers in the same industry [1] Group 3: Main Business Overview - Jili Rigging specializes in the research, development, manufacturing, and sales of rigging products, with a primary focus on various series of rigging and related products [1] - The main product categories include soft rigging series, chain series, steel wire rope series, clamp beam series, forged rigging series, cables, steel rods, heavy equipment series, and rigging equipment [1]