SGC(603269) 证券时报网·2025-01-08 22:47Core Viewpoint - Sea Gull Co., Ltd. (海鸥股份) has experienced a significant stock price increase, reaching a closing price of 14.03 yuan per share, marking its third consecutive trading day of a price limit increase. However, the company has issued a risk warning regarding its involvement in nuclear power and data computing center projects, clarifying that these areas represent emerging business segments with uncertain future prospects [1][2]. Group 1: Business Operations - Sea Gull Co., Ltd. primarily engages in the research, design, manufacturing, and installation of various cooling towers, providing technical services related to industrial and civil cooling towers [1]. - The company’s downstream clients include sectors such as petrochemicals, metallurgy, thermal power, nuclear power, and data computing centers, with nuclear power and data computing centers currently accounting for less than 1% of total revenue [1]. Group 2: Recent Developments - On December 22, 2023, Sea Gull Co., Ltd. acquired a 60% stake in Suzhou Green Meng Hydrogen Energy Technology Co., Ltd., with the hydrogen production equipment business expected to contribute approximately 2.5% to the company's revenue in 2024, indicating a minor impact on overall performance [1]. - The company has not identified any other significant undisclosed matters that could materially affect its stock price during the trading period [1]. Group 3: Financial Performance - For the first three quarters of 2024, Sea Gull Co., Ltd. reported a revenue of 1.101 billion yuan, representing a year-on-year growth of 24.76%, and a net profit attributable to shareholders of 40.9488 million yuan, reflecting a 10.45% increase [2]. - As of June 30, 2024, the company held a total order backlog of 3.743 billion yuan, indicating a strong pipeline for future revenue [2].