格隆汇8月20日丨润邦股份(002483.SZ)于投资者互动平台表示，目前公司能够承接的船舶包括海洋工程 船舶(如平台供应船、海洋工程辅助船等)、特种运输船舶等。目前，公司具备年产各类海工船舶和特种 运输船舶不少于10艘的产能，公司将紧跟国家"深海科技"战略，紧紧抓住市场机遇积极拓展海洋工程船 舶相关市场，进一步加大相关投入，持续提升市场竞争力，把公司海洋工程装备业务进一步做大做强， 大力发展海洋经济，助力我国海洋经济产业快速发展。 ...

Group 1 - The core viewpoint of the article highlights the decline in electricity generation in Jiangsu Province, with a total generation of 489.8 billion kWh in May 2025, representing a year-on-year decrease of 4.3% [1] - From January to May 2025, Jiangsu's total electricity generation was 2406.5 billion kWh, showing a year-on-year decline of 5.3% [1] - Breakdown of electricity generation by type for January to May 2025: thermal power generation was 1858.5 billion kWh (77.2% of total), down 6.9%; hydropower generation was 16.8 billion kWh (0.7% of total), up 33.3%; nuclear power generation was 212.1 billion kWh (8.8% of total), down 2.5%; wind power generation was 239.5 billion kWh (10% of total), down 3.1%; solar power generation was 79.64 billion kWh (3.3% of total), up 19% [1] Group 2 - The report referenced is the "2025-2031 China Energy Industry Market Research Analysis and Investment Prospect Assessment Report" published by Zhiyan Consulting [1] - The statistical scope of the report includes large-scale industrial enterprises with annual main business income of 20 million yuan and above, ensuring comparability of data year-on-year [2] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, providing in-depth industry research reports, business plans, feasibility studies, and customized services [2]

Group 1 - The company has rapidly integrated resources and actively expanded its market since acquiring Kalmar's port container crane business in 2022 [1] - The port machinery business is experiencing rapid growth, with a sufficient backlog of orders and positive market expansion [1] - The production and sales scale of the company continues to increase [1]

Group 1: Business Overview - The company is focusing on the shipbuilding and offshore engineering sectors, which are experiencing a new high cycle, driven by marine oil and gas development activities and an active shipping market [3][4]. - The company aims to become a globally influential provider of offshore vessels and special transport ships [3]. Group 2: Order Status - Since 2024, the company has intensified its market expansion efforts, securing ship orders from Germany, Singapore, and Latin America, including chemical tankers and platform supply vessels [4]. - The company currently has multiple ongoing negotiations for marine engineering and special transport vessel projects [4]. Group 3: Technological Development - The company is integrating artificial intelligence into its operations to enhance production efficiency, product quality, and innovation capabilities [4]. - Automation and intelligent technology have been progressively implemented in products such as container port cranes and mobile port cranes, contributing to the automation of port operations [4]. Group 4: International Market Expansion - In 2024, the company's export sales accounted for 80.44% of its total sales, with a focus on optimizing its international sales network and after-sales service [4]. - The company has established sales and service networks in Southeast Asia, South Asia, the Middle East, Europe, Australia, Latin America, and Africa, aiming to capitalize on commercial opportunities in developing countries [4]. Group 5: Future Development Direction - The material handling equipment and shipbuilding offshore equipment sectors are expected to be the main growth points for the company in the coming years [5]. - The company plans to enhance its core competitiveness in high-end equipment through independent research and technological innovation [5].

Group 1 - The core viewpoint of the article highlights that Runbang Co., Ltd. is intensifying its efforts in the shipbuilding market, having secured orders from countries and regions such as Germany, Singapore, and Latin America since the beginning of 2024 [1] - The company has been involved in the offshore engineering shipbuilding sector since 2011, accumulating significant experience in this field [1] - Runbang Co., Ltd. possesses its own shipyard, which is adequately sized to meet the construction requirements of the ship orders it has undertaken, including high-end stainless steel manufacturing capabilities for specialized transport vessels [1]

Group 1: Company Orders and Market Expansion - The company has intensified efforts in the shipbuilding market since 2024, securing orders from Germany, Singapore, and Latin America, including chemical tankers and platform supply vessels [2][3] - Multiple ongoing negotiations for marine engineering vessels and specialized transport vessel orders are in progress [2][3] Group 2: Hardware Advantages in Shipbuilding - The company possesses its own shipyard, which is adequately sized to meet the requirements of the contracted shipbuilding projects [3] - A high-end stainless steel manufacturing workshop enhances the capability to meet the demands of high-end specialized transport vessels [3] - The shipyard features a roof design, allowing for indoor work unaffected by weather, thus ensuring production quality and efficiency [3] - Since 2011, the company has accumulated significant experience in marine engineering vessels, improving contract fulfillment capabilities [3] Group 3: Technological Development in High-end Equipment - The company is actively integrating artificial intelligence (AI) into its operations to enhance production efficiency, product quality, and innovation [3] - Automation and intelligent technology have been progressively implemented in products like container port cranes and mobile port cranes, aiding in the development of automated and unmanned ports [3] - Several orders for automated equipment and upgrades have been secured, with plans to increase R&D efforts in intelligent and automated high-end equipment [3] Group 4: Future Development and Strategic Planning - The company is constructing the "Tongzhou Bay Equipment Manufacturing Base" to expand its capabilities in marine engineering and material handling equipment [4] - The focus will be on enhancing market share in high-end equipment and establishing new growth points for performance [4] - The company plans to maintain a high dividend level, reflecting its commitment to shareholder returns while balancing future funding needs and industry conditions [4] - Future growth will primarily come from material handling equipment and marine engineering equipment, with a focus on independent R&D and technological innovation [4]

通过天眼查大数据分析，江苏润邦重工股份有限公司共对外投资了8家企业，参与招投标项目11次，知 识产权方面有商标信息36条，专利信息138条，此外企业还拥有行政许可10个。 润邦股份最新一期业绩显示，截至2025一季报，公司营业总收入13.67亿元、同比减少3.15%，归属净利 润7016.43万元，同比增长12.28%，扣非净利润7239.85万元，同比增长41.45%，流动比率1.464、速动比 率1.228、资产负债率55.57%。 天眼查商业履历信息显示，江苏润邦重工股份有限公司，成立于2003年，位于南通市，是一家以从事铁 路、船舶、航空航天和其他运输设备制造业为主的企业。企业注册资本88646.8413万人民币，实缴资本 88646.8413万人民币。公司法定代表人为刘中秋。 金融界消息 截至2025年7月31日收盘，润邦股份（002483）报收于6.7元，上涨0.15%，换手率3.93%， 成交量34.83万手，成交金额2.35亿元。 资金流向方面，今日主力资金净流入1633.13万元，占比成交额6.94%。其中，超大单净流入479.15万 元、占成交额2.04%，大单净流入1153.98万元、占 ...

Group 1 - Runbang Co., Ltd. (002483) has signed a cooperation agreement with Ningbo Beilun Third Container Co., Ltd. to provide 13 units of RTG Level 4 automation retrofitting and 6 units of RTG PLC system upgrade services [1] - The project is scheduled for completion by the end of 2025 [1]

Group 1: Research Basic Information - The research object is Runbang Co., Ltd., belonging to the special equipment industry, and the reception time was July 9, 2025. The company's reception staff included the vice president, the secretary of the board of directors, Xie Guixing, the representative of securities affairs, Liu Cong, and the commissioner of securities affairs, Dou Xiaolin [16] Group 2: Detailed Research Institutions - The research institutions include Changjiang Securities (represented by Si Hongli), Guolian Fund (represented by Lu Junyou), Everbright Asset Management (represented by Bian Shaohua), Guoxin Asset Management (represented by Yan Jiaoyang), Bank of Communications Schroder Fund (represented by Feng Qing), Added - value Investment (represented by Zhou Haofeng), and HSBC Jintrust Fund (represented by Zhou Zongzhou) [17] Group 3: Main Content Ship Production Capacity and Order Execution - The company currently has the capacity to produce no less than 10 ships per year, and there is still room for further improvement in shipbuilding capacity through optimization and adjustment. The ship - building contracts are being fulfilled normally [22] High - end Equipment Technology Development - The company seizes the opportunity of AI development, aiming to integrate AI with existing industries. It has gradually realized the R & D and application of intelligent and automated technologies in products such as container port cranes, mobile port cranes, and bulk material handling and conveying equipment, and has obtained multiple orders for automated equipment and equipment automation upgrades. It will further increase R & D efforts [22][23] Future Performance Growth - The material lifting and handling equipment business and the ship and offshore engineering equipment business will be the main growth points for the company's performance in the next few years. The company will expand its business scale through technological innovation and global business layout [24] Tongzhou Bay Base - The company is building the "Tongzhou Bay Equipment Manufacturing Base Project" to expand production capacity in the fields of offshore engineering equipment, material lifting and handling equipment, ships and supporting equipment, and increase market share [24] Internationalization Strategy - The company's high - end equipment business is mainly overseas, with overseas sales accounting for about 70%. It will strengthen the construction of sales and after - sales service networks, increase R & D investment, implement an international talent development strategy, and focus on increasing after - sales service revenue [24] Dividend Policy - Considering factors such as the company's 2024 profitability, future capital needs, industry conditions, and shareholder returns, the company increased dividends in 2024. It will continue to focus on its main business, enhance its core competitiveness, and increase dividends when conditions permit [25][26]

Group 1: Company Production and Capacity - The company has an annual shipbuilding capacity of no less than 10 vessels, with potential for further optimization and enhancement of production capacity [3] - The company is actively organizing production and maintaining normal contract performance for related shipbuilding orders [3] Group 2: Technological Development and Innovation - The company is integrating artificial intelligence into its products, enhancing production efficiency, product quality, and innovation capabilities [4] - The company has received multiple orders for automated equipment and upgrades in port terminals, aiming to boost the automation level of its high-end equipment [4] Group 3: Future Growth and Market Expansion - The material handling equipment and marine engineering equipment sectors are expected to be the main growth drivers in the coming years [4] - The company is constructing the "Tongzhou Bay Equipment Manufacturing Base" to expand its high-end equipment production capacity and market share [4] Group 4: Internationalization Strategy - Approximately 70% of the company's high-end equipment business comes from overseas sales, reflecting its strong international presence [5] - The company plans to enhance its sales and after-sales service networks while investing in technology and international talent development [5] Group 5: Dividend Policy and Shareholder Returns - The company has significantly increased its dividend for 2024 compared to the previous year, emphasizing shareholder returns amid ongoing growth [5] - Future dividends will be aligned with the company's profitability, funding needs, and market conditions, with a commitment to enhancing shareholder value [5]