银龙股份:未来业绩增长主要基于三个方面

Core Viewpoint - The company's future performance growth is primarily based on three aspects: the prestressed materials industry, rail transit concrete products, and the new energy sector [2]. Group 1: Prestressed Materials Industry - The company focuses on traditional infrastructure sectors such as railways, bridges, water conservancy, and highways while expanding into new application areas to drive sales growth in prestressed materials [2]. - Product structure adjustment is identified as a core engine for sustained performance growth [2]. - The company aims to maintain its market share in traditional markets while actively exploring new applications [2]. Group 2: Rail Transit Concrete Products - As one of the original developers of the CRTSIII type ballastless track slab, the company is seeing increased market penetration due to national railway speed enhancements and performance requirements [2]. - The company is ensuring stable supply for existing high-speed rail track slabs, metro track slabs, and sleepers while actively seeking to expand into new markets [2]. - A full order book in this sector supports performance growth [2]. Group 3: New Energy Sector - The company is responding to the national "dual carbon" strategy and is progressively advancing its business layout in the new energy sector, which is becoming a new highlight for performance growth [2]. - In the new energy industrial field, the company's prestressed materials have achieved breakthroughs in emerging areas such as wind power concrete towers and flexible photovoltaic brackets, with significant year-on-year sales growth [2]. - The company is advancing projects like the 150MW wind power project in Hebei and the flywheel energy storage project in Shanxi to ensure timely grid connection and stable revenue sources [2].