“十五五”新型能源体系启幕 久立特材持续兑现能源基建刚需红利

Group 1 - The rapid development of artificial intelligence is elevating energy issues from industry-specific topics to global strategic constraints, reshaping the global energy supply-demand landscape and the direction of new power system construction [1] - The National Energy Administration will release a comprehensive plan for the new energy system and sector-specific energy planning as part of the 14th Five-Year Plan, focusing on major engineering projects and optimizing the construction and configuration of energy production and transmission systems [1] Group 2 - Energy supply capacity and transmission efficiency are core prerequisites for building a new energy system, with key materials and core equipment continuing to fulfill essential demand [2] - Jiuli Special Materials (002318) has long been engaged in core energy sectors such as oil and gas, nuclear power, and electricity, benefiting from high industry prosperity and establishing a solid growth foundation through diversified layouts [2] - In the nuclear power sector, Jiuli's products cover all core categories, positioning the company to benefit from the construction of coastal nuclear power bases [2] Group 3 - Nuclear energy, with its stable power supply, high energy density, and low carbon emissions, occupies a strategic position in the new energy system, becoming a crucial solution for addressing energy supply-demand contradictions and achieving carbon neutrality goals [3] - The State Council has approved 10 new nuclear power units by 2025, directly driving over 200 billion yuan in nuclear power industry chain investments [3] - Jiuli Special Materials is a benchmark enterprise in the nuclear power core materials sector, offering a comprehensive range of products that meet the needs of third and fourth-generation nuclear power unit construction [3] Group 4 - The global oil and gas (including LNG) and chemical industries are entering a new recovery cycle, with significant energy infrastructure projects accelerating, leading to steady growth in demand for high-end special pipes [4] - Jiuli's product line is diverse, covering nearly 100 varieties used in oil and gas, electricity, and chemical industries, with some high-end products breaking foreign technology monopolies [4] - By the first half of 2025, Jiuli's high-value-added products in high-end equipment manufacturing and new materials achieved revenue of 1.22 billion yuan, accounting for about 20% of the company's total revenue, with a year-on-year growth of 15.42% [4] Group 5 - Jiuli Special Materials has gained widespread trust and deep cooperation from numerous large and medium-sized enterprises both domestically and internationally, becoming a key supplier for major energy and equipment companies in China [5] - The company has established long-term stable partnerships with global energy giants, enhancing its international market recognition [5] - With the global energy structure accelerating towards a green and low-carbon transition, Jiuli is well-positioned to continue benefiting from domestic energy infrastructure and new energy system construction while expanding its growth space in international markets [5]