Jinggong Technology(SZ:002006) Zheng Quan Shi Bao Wang·2025-12-03 14:35Core Viewpoint - Jinggong Technology has won a bid for the Wuhan Qingshan High-Performance Carbon Fiber Production Base Project, with a contract amount of 729 million yuan, accounting for 42.16% of the company's audited revenue for 2024 [1] Group 1: Project Details - The project involves the construction of two 5,000-ton high-performance PAN-based carbon fiber precursor production lines and one 3,000-ton carbon fiber production line [1] - Successful implementation of the project is expected to expand the production and sales scale of the company's precursor and carbonization production lines, positively impacting future operating performance [1] Group 2: Company Background and Financials - Jinggong Technology primarily engages in the research, development, production, sales, and technical services of carbon fiber specialized equipment, polyester recycling equipment, new energy-saving construction equipment, robots, and intelligent equipment [1] - The carbon fiber equipment business is the largest contributor, with revenue of 629 million yuan in the first half of this year, representing a year-on-year growth of 59.53% and accounting for nearly 60% of total revenue [1] Group 3: Market Position and Strategy - The company customizes various specifications of carbon fiber production lines and provides integrated system solutions across the entire carbon fiber industry chain, with a domestic market share exceeding 60% [2] - Jinggong Technology is actively advancing high-performance fiber project investments, with the first precursor production line undergoing debugging and set to start trial production soon [2] - The company has sufficient orders on hand, primarily for carbon fiber complete lines and core equipment, and plans to expand both domestic and international markets [2] Group 4: Innovation and Future Growth - In addition to its core business, the company is exploring new application fields such as carbon-ceramic materials and carbon fiber + PEEK, aiming to cultivate a second growth curve for core industry development [3]