调研基本情况 2026年1月22日至23日，江苏润邦重工股份有限公司（证券代码：002483，证券简称：润邦股份）在公 司全资子公司南通润邦重机有限公司接待了特定对象调研。本次调研活动类别为特定对象调研，华夏基 金、中正投资、骏耀投资等3家机构的基金经理及投资经理参与，公司副总裁兼董事会秘书谢贵兴、证 券事务代表刘聪、证券事务专员窦晓林负责接待并交流。 参与单位名称及人员姓名 华夏基金 张雪韬 中正投资 杨忠水 骏耀投资 张子钢、陈帅君 上市公司接待人员姓名 副总裁兼董事会秘书 谢贵兴 证券事务代表 刘聪 证券事务专员 窦晓林 业务进展：多领域订单充足，海工装备成增长引擎 交流中，公司透露2026年以来业务拓展成效显著。在物料起重搬运装备领域，已成功获取轮胎吊、门座 式起重机、轨道式龙门起重机等多类产品的国内外订单，与巴基斯坦卡拉奇门户码头、印尼NPCT1码 头等达成重要合作。同时，海工船舶及特种运输船舶项目推进顺利，目前在手订单充足。 润邦工业聚焦港口自动化趋势，加大轮胎吊、轨道吊、岸桥等核心产品研发，与科研院所合作取得多项 成果，已获得多个港口码头自动化设备订单及升级改造订单。随着智慧港口时代到来，公司港 ...

Core Viewpoint - The company, Fostar, plans to invest approximately 1 billion RMB in the construction of an intelligent manufacturing project for marine engineering and equipment, aiming to enhance its competitive edge in high-end equipment manufacturing and extend the application of cryogenic technology [1][3]. Group 1: Investment Details - Fostar has signed an investment agreement with the Qidong Municipal Government to develop the "Fostar Marine Engineering and Equipment Intelligent Manufacturing Project" in the Qidong Lusi Port Economic Development Zone, with a total investment of around 1 billion RMB [1]. - The project will cover a total area of approximately 505 acres, including 240 acres of industrial land and 265 acres of industrial sea area, with a coastline usage of about 380 meters [1]. - A wholly-owned subsidiary will be established to manage the investment, construction, and operation of the project, with a registered capital of no less than 588 million RMB [2]. Group 2: Strategic Importance - The application of cryogenic technology in marine engineering is becoming increasingly critical, particularly in the transportation and processing of liquefied natural gas (LNG) [3]. - The project aims to capture market opportunities in high-value marine equipment manufacturing, thereby expanding the company's product application areas and creating new growth points [3]. - The construction of a heavy-duty terminal as part of the project will enhance the company's delivery capabilities for large equipment, improving customer retention and export advantages in the large and super-large equipment sectors [3].

Core Viewpoint - The company, 福斯达 (603173.SH), has signed an investment agreement with the government of 启东市 to establish a high-end equipment intelligent manufacturing project, aiming to enhance the application of deep cooling technology and increase the value of the industrial chain [1] Group 1: Project Overview - The total investment for the project is approximately 1 billion RMB, with a total land and sea area of about 505 acres, including 240 acres of industrial land and 265 acres of industrial sea [1] - The project will focus on producing large marine engineering equipment, large oil and gas modules, and large chemical containers [1] - A heavy-duty terminal will be constructed to meet the manufacturing, assembly, and delivery needs of large equipment [1] Group 2: Company Structure - The company plans to establish a wholly-owned subsidiary in 启东吕四港经济开发区, which will include a manufacturing company, a trading company, and a port logistics operation company [1] - The registered capital for the project company will be no less than 588 million RMB, responsible for bidding on the required industrial land and sea, as well as the investment and operation of the project [1]

Core Viewpoint - The company, 福斯达 (603173.SH), has signed an investment agreement with the government of 启东市 to establish a high-end equipment intelligent manufacturing project, aiming to enhance the application of deep cooling technology and increase the value of the industrial chain [1] Group 1: Project Overview - The total investment for the project is approximately 1 billion RMB, with a total land and sea area of about 505 acres, including 240 acres of industrial land and 265 acres of industrial sea [1] - The project will focus on producing large marine engineering equipment, large oil and gas modules, and large chemical containers [1] - A heavy-duty terminal will be constructed to meet the manufacturing, assembly, and delivery needs of large equipment [1] Group 2: Company Structure - The company plans to establish a wholly-owned subsidiary in 启东吕四港经济开发区, which will include a manufacturing company, a trading company, and a port logistics operation company [1] - The registered capital of the project company will be no less than 588 million RMB, responsible for bidding on the required industrial land and sea, as well as the investment and construction of the project [1]