（文章来源：证券日报） 证券日报网讯 1月9日，太极实业在互动平台回答投资者提问时表示，公司目前主营业务包括半导体业 务、工程技术服务业务和光伏电站投资运营业务。2024年度半导体业务营业收入占公司年度营业收入的 12.27%；工程总包业务营业收入占公司年度营业收入的79.52%；设计和咨询业务营业收入占公司年度 营业收入的7.00%；光伏发电业务营业收入占公司年度营业收入的0.82%。公司自上市以来坚持聚焦主 营业务、努力做优做实做强做大主业，现有证券简称能很好地体现公司聚焦实业的内涵。 ...

证券代码：002255 证券简称：海陆重工 苏州海陆重工股份有限公司 投资者关系活动记录表 编号：2025-008 | 投资者关系活动类 | √特定对象调研 □分析师会议 | | --- | --- | | 别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及人 | 兴业证券：祁佳仪、周登科 | | 员姓名 | 景领投资：王胜 | | | 太平养老保险：张凯 | | | 东北证券：刘俊奇 | | 时间 | 2025 年 12 月 9 日 10:00-11:30 | | 地点 | 董事会秘书办公室 | | 上市公司接待人员 | 董事会秘书张郭一 | | 姓名 | 一、公司主营业务简单介绍 | | | 公司主营业务未发生变化，为工业余热锅炉、大型 | | | 及特种材质压力容器及核安全设备的制造销售；固废、 | | | 废水等污染物处理及回收利用的环境综合治理服务；光 | | | 伏电站运营。 | | 投资者关系活动主 | 二、核电业务介绍 | | 要内容介绍 | 公司从 1998 年起即开始核电设备 ...

Core Viewpoint - The company, Zhaoxin Co., Ltd. (002256.SZ), focuses on dual main businesses of "fine chemicals + new energy" for synergistic development, with no current involvement in the backlit production line business [1] Group 1: Fine Chemicals Segment - The fine chemicals segment targets high-value-added environmental protection markets, with core products including eco-friendly functional coatings and materials, green home products, automotive maintenance products, and related aerosol products [1] - The segment aims to comprehensively cover diverse market demands [1] Group 2: New Energy Segment - The new energy segment centers on photovoltaic power station operations, ensuring stable electricity sales [1] - The company is expanding into photovoltaic EPC (Engineering, Procurement, and Construction) services and charging pile businesses [1] - A dual empowerment business matrix of "operations + engineering + charging" is being constructed to continuously enhance the segment's overall profitability and market competitiveness [1]

Group 1: Company Overview - The main business of Suzhou Hailu Heavy Industry Co., Ltd. remains unchanged, focusing on the manufacturing and sales of industrial waste heat boilers, large and special material pressure vessels, and nuclear safety equipment [1] - The company also provides environmental comprehensive governance services for solid waste and wastewater treatment and recycling, as well as photovoltaic power station operations [1] Group 2: Nuclear Power Business - The company supplies nuclear power equipment for various reactor types, including Generation II+, Generation III (Hualong One, Guohe One, AP1000, VVER, EPR), Generation IV (high-temperature gas-cooled reactors, sodium-cooled fast reactors, thorium molten salt reactors), and thermonuclear fusion reactors [1] - The nuclear safety equipment includes a wide range of components such as injection tanks, internal component lifting baskets, spent fuel coolers, and emergency water supply tanks, contributing to domestic nuclear power construction [2] - The ongoing investment in new Generation IV nuclear power equipment projects is progressing normally, which will effectively meet the manufacturing capacity demand for nuclear power upon production [2] Group 3: Future Strategic Planning - The company plans to deepen its core business while increasing efforts in technological innovation and management, enhancing management and cost control, and optimizing resource allocation to improve profitability and market competitiveness [2]

Core Viewpoint - The company has released its third-quarter financial report for 2025, ensuring the accuracy and completeness of the information provided, and has appointed KPMG Huazhen as its auditor for the fiscal year 2025 [9][11][21]. Financial Data Summary - The financial statements for the third quarter of 2025 have not been audited [3]. - The company guarantees the authenticity and completeness of the quarterly report, with all responsible parties affirming the accuracy of the financial information [2][9]. - The report includes significant non-recurring gains and losses, although specific amounts are not detailed [4]. Shareholder Information - The company has provided details on its major shareholders, including the exclusion of certain accounts from the top ten shareholders list for clarity [6]. - Changes in the management of investment funds related to major shareholders have been noted [6]. Audit and Compliance - KPMG Huazhen has been proposed for reappointment as the auditing firm, with a detailed overview of its qualifications and past performance [12][13]. - The audit committee has reviewed and approved the appointment of KPMG Huazhen, which is pending approval from the shareholders' meeting [21][23]. Board Meeting Resolutions - The board of directors convened to discuss and approve the third-quarter report and the appointment of the auditing firm, with unanimous support from all attending members [25][30]. - The board also discussed revisions to certain management systems in accordance with legal requirements [31].

Group 1 - The core focus of the investor meeting was on the company's main business, nuclear power operations, production and operational status, and future strategic planning [1][2]. - The company has been involved in the manufacturing and sales of industrial waste heat boilers, large and special material pressure vessels, nuclear safety equipment, and environmental remediation services, with no changes reported in its main business [3]. - The nuclear power business has been developed since 1998, with the company completing several first-of-their-kind manufacturing tasks both internationally and domestically, and the fourth-generation nuclear power equipment project is progressing as planned [3]. Group 2 - The company plans to enhance its core business while increasing technological innovation and management efforts, focusing on management and cost control, and optimizing resource allocation to improve profitability and market competitiveness [3]. - The production and operational performance from 2025 to the present has met expectations, with all projects progressing normally [3].

Group 1: Company Overview - The company specializes in the manufacturing and sales of industrial waste heat boilers, large and special material pressure vessels, and nuclear safety equipment [1] - It also provides environmental comprehensive governance services for solid waste and wastewater treatment and recycling [1] - The company operates photovoltaic power plants [1] Group 2: Nuclear Power Business - The company has been manufacturing nuclear power equipment since 1998, completing several domestic and international first-piece manufacturing tasks over 20 years [2] - Key nuclear safety equipment includes various cooling systems and storage tanks, contributing to domestic nuclear power construction [2] - The fourth-generation nuclear power equipment project disclosed at the beginning of the year is progressing smoothly, expected to alleviate current capacity bottlenecks and enhance production capabilities [2] Group 3: Production and Operational Status - The production and operational status from 2025 to date is in line with expectations, with all projects progressing normally [2] Group 4: Future Strategic Planning - The company plans to deepen its core business while increasing technological innovation and management efforts [2] - Focus will be on enhancing management and cost control, optimizing resource allocation to improve profitability and market competitiveness [2]

Group 1: Company Overview - The company specializes in the manufacturing and sales of industrial waste heat boilers, large and special material pressure vessels, and nuclear safety equipment [1] - It provides environmental comprehensive treatment services for solid waste, wastewater, and other pollutants, as well as photovoltaic power station operations [1] Group 2: Nuclear Power Business - The company has been manufacturing nuclear power equipment since 1998 and has completed several international and domestic first-piece manufacturing tasks over 20 years [2] - Key nuclear safety equipment includes various tanks and cooling systems, actively participating in the construction of nuclear power plants [2] Group 3: Performance Forecast - The company expects a net profit attributable to shareholders of 190 million to 205 million yuan for the first half of 2025, driven by improved order quality [2] - The previous year's performance was negatively impacted by renewable energy subsidy adjustments, which are not a factor this year, leading to significant profitability in the renewable energy sector [2] Group 4: Future Strategic Planning - The company plans to deepen its core business while increasing technological innovation and management efforts to enhance profitability and market competitiveness [2]

Group 1: Company Overview - The company specializes in manufacturing industrial waste heat boilers, large and special pressure vessels, and nuclear safety equipment [1] - It provides environmental comprehensive governance services, including solid waste and wastewater treatment and recycling [1] - The company operates photovoltaic power plants [1] Group 2: Nuclear Power Business - The company has been manufacturing nuclear power equipment since 1998, with over 20 years of experience in the field [2] - It has completed several international and domestic first-piece manufacturing tasks in nuclear power projects [2] - The nuclear safety equipment includes various components such as emergency water tanks, boric acid storage tanks, and non-active residual heat discharge systems [1] Group 3: Future Strategic Planning - The fourth-generation nuclear power equipment project is progressing, which will alleviate current capacity bottlenecks and enhance production capabilities [2] - The company aims to strengthen its nuclear power business in line with national development policies, improving production capacity and profitability [2] - The company focuses on technological innovation, management enhancement, and resource optimization to boost profitability and market competitiveness [2]