XZCE(SZ:002534) Zheng Quan Shi Bao Wang·2025-10-29 03:57Core Insights - The company, Xizi Clean Energy, celebrated its 70th anniversary, marking its evolution from a local boiler manufacturer to a global leader in clean energy equipment, with operations in over 50 countries [1] - The company aims to become a global top-tier solutions provider, as evidenced by the signing of four key projects during the anniversary celebration [1] Group 1: Industry Leadership and Innovation - Xizi Clean Energy is recognized as a pioneer and standard-setter in the domestic waste heat boiler industry, maintaining over 50% market share in China [2] - The company has delivered over 450 waste heat boilers globally, achieving significant technological breakthroughs and receiving multiple national awards for its innovations [2] - The company has transitioned from a follower to a leader in the industry, with successful development of high-end equipment and a strong focus on quality [2] Group 2: Key Projects and Market Recognition - Notable domestic projects include the Datang South Power Phase II project, which enhances China's heavy-duty gas turbine technology, and the Huizhou New Materials Industrial Park project, which supports green low-carbon development [3] - Internationally, the company secured a project in Nigeria for 12 units of 9E gas turbine waste heat boilers and provided critical components for the Riverside2 waste-to-energy plant in the UK, showcasing its global competitiveness [3] Group 3: Green Transformation in Coal Chemical Industry - The company signed a significant project for the green intelligent low-carbon upgrade of Henan Tianrui Coal Chemical, aiming to create a leading coal chemical industry base with a projected annual output value exceeding 11 billion yuan [4] - The project incorporates advanced technologies and is expected to create over 1,000 jobs while contributing significantly to local tax revenues [4] Group 4: Nuclear Power and High-End Equipment - Xizi Clean Energy has established a strong presence in the nuclear power sector, providing essential equipment for multiple nuclear power plants across China [6] - The company has developed a robust capability in manufacturing nuclear-grade equipment, contributing to the high-quality development of the nuclear power industry [6] Group 5: Expanding Product Lines and Market Potential - The company is expanding its product offerings in the gas-steam combined cycle unit sector, with projects that will significantly enhance regional power supply stability [7] - Analysts view the company's dual-track strategy in nuclear power and solar thermal energy as a pathway for growth, with substantial order backlogs supporting future performance [7] Group 6: Global Vision and Future Strategy - Xizi Clean Energy is focused on becoming a leading global provider of clean energy equipment and solutions, with a strategy centered on technological advancement and market expansion [8] - The company is actively pursuing opportunities in both domestic and international markets, with recent projects in Southeast Asia, Europe, and Africa [8] - Partnerships with international firms, such as the collaboration with Sri Lanka's LTL Group, further solidify its position in the global energy equipment market [8] Group 7: Commitment to Sustainable Development - The company emphasizes its mission to improve the environment and contribute to the dual carbon goals of "30·60," leveraging technological innovation as a core driver for future growth [9] - Xizi Clean Energy aims to collaborate with industry partners to build a new energy system and support sustainable development initiatives [9]