Group 1: TianNeng Heavy Industry - TianNeng Heavy Industry has recently won bids for projects including the Guangxi Nuclear Power Yangjiang Fanshi project and parts of the Jiangsu Rudong intertidal zone project [1] - The company focuses on exporting wind power equipment such as towers and jackets, primarily in the Asia-Pacific market, and is steadily expanding its overseas operations [1] - The overall trend of processing fees is on the rise, driven by enhanced R&D capabilities and the optimization of product structure, with high-value new products commanding significantly higher processing fees than traditional categories [1] - The company expects steady improvement in processing fees due to ongoing cost optimization measures and the delivery of overseas orders signed in previous years, with new orders anticipated for delivery in Q3 and Q4 of this year [1] Group 2: Agricultural Products - The company aims to build a mutually beneficial agricultural product ecosystem through improved circulation efficiency, market linkage, base business development, import-export expansion, urban food distribution, digitalization, and reasonable dividends [2] - It has established a nationwide agricultural wholesale market layout, enhancing transaction efficiency through optimized market positioning and the introduction of new trading varieties [2] - The company collaborates with approximately 400,000 acres of standardized planting bases, focusing on key regional development and enhancing its import-export service capabilities [2] - A cash dividend of 0.70 yuan per 10 shares is proposed, totaling 118,787,489.17 yuan [2]
【私募调研记录】正圆投资调研天能重工、农 产 品