【私募调研记录】沣京资本调研海陆重工

Group 1 - The core viewpoint of the news highlights that Fengjing Capital has conducted research on a listed company, Hailu Heavy Industry, which specializes in industrial waste heat boilers, pressure vessels, nuclear safety equipment manufacturing, environmental governance services, and photovoltaic power station operations [1] - Hailu Heavy Industry is a key player in the domestic special waste heat boiler sector, actively participating in national standard formulation and holding a high market share [1] - The company possesses A-level design qualifications and manufacturing licenses for its pressure vessel business, with products widely used in the chemical industry [1] Group 2 - Hailu Heavy Industry has been involved in nuclear power equipment manufacturing since 1998 and has completed several first-piece manufacturing tasks, with ongoing projects for fourth-generation nuclear power equipment [1] - The company plans to deepen its core business, enhance technological innovation and management efforts, optimize resource allocation, and improve profitability and market competitiveness in the future [1]