证券日报网讯西子洁能（002534）8月7日发布公告，在公司回答调研者提问时表示，公司控股子公司杭 州杭锅通用设备有限公司主要从事锅炉辅机及各类专用设备和重化装备的设计、制造，具有燃机旁路系 统、锅炉辅机系列、垃圾焚烧炉炉排底座系列、盾构机系列、电极锅炉等五大系列产品。该子公司自 2005年开始涉足隧道掘进业务，至今已成功生产、制造各类型号的盾构机，用于国内外城市隧道工程建 设施工。2008年，首台盾构机"西子号"研制成功，用于南京和苏州地铁隧道的挖掘工程。之后该产品应 用于新加坡电力隧道、新加坡地铁项目、上海17号线、杭州5号线，金义东城际轨道等国内外市场诸多 项目。截至目前，雅下项目尚处于开工建设初期，盾构机市场规模机构预测超百亿，公司积极主动对接 市场需求，争取订单落地的机会。 ...

Group 1: Company Overview - The company was established in 2002 and became part of the Xizi Elevator Group, listed on the Shenzhen Stock Exchange in 2011, and renamed to Xizi Clean Energy Equipment Manufacturing Co., Ltd. in 2022 [3][5]. - The main business includes waste heat boilers, clean energy power generation equipment, solutions, and spare parts and services [3][4]. Group 2: Nuclear Power Development - The company has over 20 years of experience in the nuclear power sector and holds Class 2 and 3 manufacturing licenses [5]. - It actively participates in supplying equipment for nuclear power plants, with increasing opportunities due to the growth in approved nuclear power installations [5]. Group 3: Future Market Directions - Focus on the renewable energy market, leveraging molten salt storage technology for applications in solar thermal power, user-side energy storage, and zero-carbon parks [6]. - Expansion in the nuclear power market through upgrades at the Chongxian manufacturing base to enhance production capabilities [6]. - Targeting overseas markets, particularly in Southeast Asia, South America, and regions along the Belt and Road Initiative [6][10]. Group 4: Order Situation in 2025 - In the first half of 2025, the company secured new orders totaling CNY 2.784 billion, with specific segments: waste heat boilers (CNY 703 million), clean energy equipment (CNY 281 million), solutions (CNY 1.477 billion), and spare parts and services (CNY 323 million) [7][8]. - As of June 30, 2025, the total orders on hand amounted to CNY 6.119 billion, with a focus on improving order quality and structure [8]. Group 5: Market Opportunities - The company is positioned to benefit from the explosive growth in equipment demand for the Yarlung Tsangpo River downstream hydropower project, with a market forecast exceeding CNY 10 billion [9]. - The subsidiary, Hangzhou Hangguo General Equipment Co., Ltd., specializes in various equipment, including shield machines, and has a strong track record in tunnel excavation projects [9]. Group 6: Product Delivery and Competitors - The delivery cycle for boiler products typically ranges from 6 to 12 months for domestic projects, with longer timelines for overseas projects [11]. - The company is a leader in the waste heat boiler sector, competing with major domestic boiler manufacturers [12]. Group 7: Market Management and Competitive Advantages - The company emphasizes market value management through operational efficiency, annual cash dividends, employee stock ownership plans, and transparent investor relations [13]. - In the solar thermal sector, the company has a competitive edge due to its early involvement and successful participation in significant projects, such as the Qinghai Delingha 50MW solar thermal power station [13].

格隆汇8月6日丨西子洁能(002534.SZ)在投资者关系表示，公司主要下游企业为钢铁、建材、石化、水 泥、化纤等高耗能企业、五大电力、使用清洁能源的电站以及工程公司和设计院等机构。 ...

Core Viewpoint - Xizi Clean Energy (002534.SZ) reported a significant increase in new orders for the first half of 2025, totaling 2.784 billion yuan, indicating a strong demand across its business segments [1] Summary by Categories New Orders - The company achieved new orders of 2.784 billion yuan in the first half of 2025, with specific contributions from various segments: - Waste heat boilers: 703 million yuan - Clean and environmental energy equipment: 281 million yuan - Solutions: 1.477 billion yuan - Spare parts and services: 323 million yuan [1] Backlog - As of June 30, 2025, the company reported a total backlog of 6.119 billion yuan, reflecting a robust order book and potential for future revenue [1] Business Strategy - The company is focusing on enhancing order quality management and optimizing order structure to promote high-quality business development. It has identified growth opportunities in four business segments and is allocating resources accordingly to improve overall order acquisition capabilities [1]

Core Viewpoint - Xizi Clean Energy (002534.SZ) has successfully developed its first shield machine, "Xizi," in 2008, which has been utilized in various domestic and international projects, indicating the company's strong market presence and technological capabilities [1] Company Summary - The first shield machine, "Xizi," was developed in 2008 and has been used in projects such as the Nanjing and Suzhou metro tunnels, Singapore's power tunnel, Singapore's metro projects, Shanghai Line 17, and Hangzhou Line 5 [1] - The company is actively engaging with market demands to secure orders as the shield machine market is projected to exceed 100 billion [1]

Company Overview - Founded in 1955, joined Xizi Elevator Group in 2002, listed on Shenzhen Stock Exchange in 2011, renamed to Xizi Clean Energy Equipment Manufacturing Co., Ltd. in 2022 [3][4] - Main business includes waste heat boilers, clean energy power generation equipment, and comprehensive energy utilization solutions [3][4] Business Segments - **Waste Heat Boilers**: Includes gas turbine waste heat boilers, dry quenching waste heat boilers, and various types of power station boilers [4] - **Clean Energy Equipment**: Comprises waste incineration boilers, biomass boilers, and nuclear power equipment [4] - **Solutions**: Focuses on thermal energy storage, heat exchangers, and other integrated solution projects [4] - **Spare Parts and Services**: Offers technical services, project modifications, and maintenance [4] Nuclear Power Development - Over 20 years of experience in the nuclear power sector, holding Class 2 and 3 manufacturing licenses [5] - Actively supplying equipment for nuclear power plants, with increasing market opportunities due to new installations [5] Future Market Directions - **Renewable Energy Market**: Expanding applications of molten salt energy storage technology in various energy scenarios [6] - **Nuclear Power Market**: Enhancing manufacturing capabilities for nuclear products to support rapid business growth [6] - **Overseas Market**: Targeting international markets with key products like gas turbine waste heat boilers [7][8] Order Situation - In H1 2025, the company secured new orders totaling CNY 2.784 billion, with specific contributions from various segments: - Waste Heat Boilers: CNY 703 million - Clean Energy Equipment: CNY 281 million - Solutions: CNY 1.477 billion - Spare Parts and Services: CNY 323 million - As of June 30, 2025, total orders on hand reached CNY 6.119 billion [9] Market Opportunities - Anticipated explosive growth in equipment demand due to the commencement of the Yarlung Tsangpo River downstream hydropower project, with a market size forecast exceeding CNY 10 billion [10] - Focus on Southeast Asia, South America, and regions along the Belt and Road for overseas expansion [11][12] Accounts Receivable Management - Strengthening contract review and customer risk assessment to enhance overall management and mitigate operational risks [13] Key Downstream Industries - Major downstream clients include high-energy-consuming sectors such as steel, building materials, petrochemicals, and power generation [14] Product Delivery Cycle - Customized delivery cycle for boiler products typically ranges from 6 to 12 months for domestic projects, with longer timelines for overseas projects [15]

证券之星消息，8月5日其他电源设备板块较上一交易日上涨0.27%，西子洁能领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。其他电源设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002534 | 西子洁能 | 13.14 | 3.06% | 22.39万 | 2.91亿 | | 600482 | 中国动力 | 23.36 | 2.01% | 22.99万 | 5.33亿 | | 300870 | 欧陆通 | 140.11 | 1.94% | 5.02万 | 6.95亿 | | 600212 | 绿能慧充 | 9.76 | 1.67% | - 45.08万 | 4.36亿 | | 301590 | 优优绿能 | 155.76 | 1.60% | 1.01万 | 1.57亿 | | 300376 | ST易事特 | 4.10 | 1.49% | 15.43万 | 6331.02万 | | 002366 | 融发核电 | ...

浙商证券股份有限公司 关于适用简化程序召开"西子转债" 2025 年第一次债券持有人会议的通知 西子清洁能源装备制造股份有限公司"西子转债"债券持有人： 西子清洁能源装备制造股份有限公司（以下简称"西子洁能"、"公司"）于 2021 年公开发行面值总额 11.10 亿元的可转换公司债券（以下简称"本期债券"、 "西子转债"）。经公司 2024 年 10 月 9 日第六届董事会第十五次临时会议，2024 年 10 月 25 日 2024 年第四次临时股东大会审议通过的《关于回购公司股份的议 案》，基于对公司未来持续发展的信心和长期投资价值的认可，为维护公司价值 和股东权益，增强投资者对公司投资的信心，推动公司股票价值的合理回归， 经综合考虑公司发展战略、经营情况、财务状况等因素，公司拟使用自有/自筹 资金以集中竞价方式回购公司股份，并将全部用于注销以减少注册资本。 截至本通知发出时，公司上述回购已经完成。因公司本次回购股份导致减 资金额低于本期债券发行时最近一期经审计合并口径净资产的 1%，也低于本通 知发出时最近一期经审计合并口径净资产的 1%，不会影响公司的偿债能力，同 时该事项系为维护公司价值及股东权益所 ...

Company Overview - The company was listed on the Shenzhen Stock Exchange in 2022 and was established in 1955, becoming part of the Xizi Elevator Group in 2002 and rebranded as Xizi Clean Energy Equipment Manufacturing Co., Ltd. in 2011 [1] - The main business includes the consulting, R&D, production, sales, installation, and engineering contracting of waste heat boilers and clean energy power generation equipment [1][2] Business Segments - The company operates in four main business areas: waste heat boilers, clean energy equipment, solutions, and spare parts & services [1] - Waste heat boilers include products such as gas turbine waste heat boilers and cement kiln waste heat boilers, serving high-energy-consuming industries like electricity, steel, and cement [2] Future Market Directions - **New Energy Market**: Focus on molten salt energy storage technology to expand applications in solar thermal power, user-side energy storage, and zero-carbon parks [3] - **Nuclear Power Market**: Upgrading manufacturing capabilities for nuclear power products to capture market opportunities [4] - **Overseas Market**: Leveraging leading products like gas turbine waste heat boilers to increase international market share [3] Order Situation - In the first half of 2025, the company secured new orders totaling CNY 2.784 billion, with specific segments as follows: - Waste heat boilers: CNY 703 million - Clean energy equipment: CNY 281 million - Solutions: CNY 1.477 billion - Spare parts & services: CNY 323 million - As of June 30, 2025, the total orders on hand amounted to CNY 6.119 billion [5] Competitive Landscape - The company holds a leading position in the domestic waste heat boiler sector, facing competition from major domestic boiler manufacturers [6] Supply Capability - The company’s subsidiary, Hangzhou Hangguo General Equipment Co., Ltd., has been involved in tunnel boring machine production since 2005, with successful projects in both domestic and international markets [7] Overseas Market Focus - The company targets Southeast Asia, South America, and countries along the "Belt and Road" initiative for overseas expansion [8][9] Shareholder Industries - The controlling shareholder's industries include elevators, boilers, aviation components, and clean energy, with recent contracts in the aviation sector for the C919 aircraft [9]

Key Points - The company, Xizi Clean Energy Equipment Manufacturing Co., Ltd., has announced a share repurchase plan with a budget of 50 million to 100 million RMB, aimed at reducing registered capital [1][3][5] - The repurchase period is set from October 25, 2024, to October 24, 2025, with the maximum repurchase price capped at 14.5 RMB per share [1][3] - As of July 30, 2025, the company has successfully repurchased 4,149,500 shares, representing 0.56% of the total share capital, with a total expenditure of approximately 50.2 million RMB [2][3][4] - The repurchased shares will be canceled, leading to a reduction in the company's registered capital [4][5] - The repurchase process complied with relevant regulations and did not affect the company's operational, financial, or developmental capabilities [4][5] - The company has ensured that there were no insider trading or market manipulation activities by its executives during the repurchase period [4][5]