JINDUN(SZ:300411) Xin Lang Cai Jing·2025-09-11 10:18Core Viewpoint - The investor relations activity conducted by Zhejiang Jindun Wind Power Co., Ltd. highlighted the company's current challenges and future growth prospects, particularly in the nuclear power sector and new business areas such as low-altitude economy and high-altitude ventilation systems [2]. Group 1: Company Performance and Orders - The company's main business revenue declined in the first half of the year due to slow project audits affecting its subsidiary Tongfeng's installation projects, but the nuclear power segment is expected to see significant growth by mid-2025 [2]. - The total orders on hand amount to approximately 728 million yuan, with around 358 million yuan attributed to nuclear power projects, which could contribute over 50% to the company's overall revenue in the coming years [2]. Group 2: Business Development and New Opportunities - The company is actively participating in overseas nuclear power projects and has made some progress [2]. - The timeline for the Yarlung Tsangpo River Hydropower Station tender is yet to be determined, but the company has established a presence in Linzhi to support large hydropower projects [2]. - In the low-altitude economy sector, the company is focusing on new business opportunities related to low-altitude aircraft, with potential mergers and acquisitions aimed at expanding vertically and horizontally within the industry [2]. Group 3: Technological Advancements - The company has a strong technical foundation in nuclear-grade ventilation systems, with products meeting the highest nuclear safety standards and widely used in mainstream nuclear projects like "Hualong One" [2]. - The high-altitude ventilation system is designed for harsh environments, utilizing specialized fans and large-capacity oxygen generation devices to address traditional equipment challenges, offering efficiency, safety, and adaptability [2].