人民财讯8月13日电，润邦股份8月13日在机构调研时表示，公司自2022年收购卡尔玛（Kalmar）港口集 装箱起重机业务以来，快速整合资源，积极拓展市场。目前港机业务发展迅猛，在手订单充足，市场拓 展情况良好，产销规模持续提升。 转自：证券时报 ...

Group 1: Business Overview - The company is focusing on the shipbuilding and offshore engineering sectors, which are experiencing a new high cycle, driven by marine oil and gas development activities and an active shipping market [3][4]. - The company aims to become a globally influential provider of offshore vessels and special transport ships [3]. Group 2: Order Status - Since 2024, the company has intensified its market expansion efforts, securing ship orders from Germany, Singapore, and Latin America, including chemical tankers and platform supply vessels [4]. - The company currently has multiple ongoing negotiations for marine engineering and special transport vessel projects [4]. Group 3: Technological Development - The company is integrating artificial intelligence into its operations to enhance production efficiency, product quality, and innovation capabilities [4]. - Automation and intelligent technology have been progressively implemented in products such as container port cranes and mobile port cranes, contributing to the automation of port operations [4]. Group 4: International Market Expansion - In 2024, the company's export sales accounted for 80.44% of its total sales, with a focus on optimizing its international sales network and after-sales service [4]. - The company has established sales and service networks in Southeast Asia, South Asia, the Middle East, Europe, Australia, Latin America, and Africa, aiming to capitalize on commercial opportunities in developing countries [4]. Group 5: Future Development Direction - The material handling equipment and shipbuilding offshore equipment sectors are expected to be the main growth points for the company in the coming years [5]. - The company plans to enhance its core competitiveness in high-end equipment through independent research and technological innovation [5].

Group 1 - The core theme of the event held by Shanghai Zhenhua Heavy Industries Co., Ltd. (ZPMC) was "New Technologies, New Products, New Standards, New Achievements," focusing on advancements in smart port construction [1] - ZPMC showcased its innovative equipment, including a live demonstration of a "one-button" remote control for quay cranes, highlighting the impact of automation on port operations [2] - Company executives discussed ZPMC's commitment to delivering world-class equipment and contributing to international standards while addressing global market opportunities and challenges [3] Group 2 - ZPMC is recognized as the world's largest manufacturer of port machinery and a leading provider of automated terminal system solutions, with numerous world-first achievements [4] - The company actively participates in the formulation of international standards, aiming to integrate into the global innovation network and promote high-quality industry development [4]

Core Viewpoint - Shanghai Zhenhua Heavy Industries Group (ZPMC) showcased its technological breakthroughs and innovations in the smart port sector during the "Smart Port Construction" media open day, emphasizing advancements in automation and intelligent management systems [1][5]. Group 1: New Technologies - ZPMC has made significant advancements in automation terminal technologies over the past three years, including fully automated quay cranes and intelligent visual perception technology, achieving over 90% success in automated container handling [2]. - The new generation ZPMC-TOS integrates planning and equipment control, adaptable to various port scenarios, and has been operational at the Zhonggu Logistics Base [2]. - An intelligent operation and maintenance platform has been implemented in multiple ports, enhancing equipment visibility and process control [2]. Group 2: New Products - ZPMC introduced several innovative products, such as the Model S yard bridge, which reduces energy consumption by 15% and is designed for high-speed automated yards [3]. - The world's first semi-circular beam quay crane reduces wind resistance by over 30%, showcasing significant energy efficiency [3]. - The electric-hydraulic dual-box lifting device, which reduces energy consumption by over 95%, represents a shift towards intelligent operational units [3]. Group 3: New Standards - ZPMC is actively involved in international standard-setting, with its experts leading ISO committees, marking a transition from participant to leader in the port machinery sector [4]. - The company has developed the first corporate-level carbon footprint accounting standard for port cranes, contributing to the industry's green development [4]. Group 4: New Achievements - ZPMC has successfully exported products to Laos, expanding its international presence to 110 countries and regions, with overseas orders constituting nearly 80% of total orders, reflecting a growth of over 30% compared to the previous year [5]. - As the largest port machinery manufacturer and automation terminal system solution provider globally, ZPMC continues to drive the development of smart ports through its innovative technologies and products [5].

Group 1 - The U.S. government's decision to impose a 100% tariff on Chinese cranes has faced strong opposition from the American Association of Port Authorities, highlighting a new dimension in the U.S.-China economic rivalry [1] - Over 80% of the cranes used in U.S. ports come from China, specifically from ZPMC, with Japanese and European companies' annual production capacity being less than one-fifth of China's [1] - The procurement cost for cranes at the Port of Houston is projected to rise from $100 million to $300 million due to the new tariffs, which could lead to significant challenges for U.S. ports [1] Group 2 - China's ZPMC has seen a 35% year-on-year increase in overseas orders, indicating the ongoing vitality of the Belt and Road Initiative [3] - The U.S. tariff policy has revealed limitations in American strategy, as it fails to revive domestic manufacturing or prevent the spread of Chinese technology standards [4] - The American Port Authorities Association predicts that U.S. ports will incur an additional $6.7 billion in costs over the next decade due to the tariffs, which will ultimately be passed on to U.S. businesses and consumers [6] Group 3 - China's dominance in the port machinery sector is attributed to decades of development, resulting in a complete industrial chain from R&D to service [4] - The integration of global supply chains has not progressed as the U.S. anticipated, with Southeast Asian countries still relying heavily on Chinese suppliers for high-end equipment [6] - The trend of talent flow is shifting, with more Chinese scholars returning home due to U.S. visa restrictions, which is strengthening China's innovation capabilities [9] Group 4 - Infrastructure construction has become a new battleground in U.S.-China competition, with Chinese companies undertaking overseas port and railway projects that often include the export of technology standards [7] - The Regional Comprehensive Economic Partnership (RCEP) has further reduced trade barriers within Asia, with China maintaining its position as the largest trading partner of ASEAN countries [9] - The essence of the U.S.-China rivalry is a competition of development models, with the U.S. attempting to maintain its advantage through sanctions and blockades, while China expands its space through open cooperation [9]

Group 1 - The core revenue composition of Zhenhua Heavy Industries for the year 2024 is as follows: port machinery accounts for 59.77%, offshore heavy equipment 24.07%, steel structures 9.7%, ship transportation 3.85%, and the Nanjing Ninggao BT project 1.2% [1] Group 2 - Zhenhua Heavy Industries announced that its 11th meeting of the 9th Board of Directors will be held on April 27, 2025, to review a proposal that will be submitted to the 2024 annual shareholders' meeting for approval [3] - The top ten unrestricted shareholders as of May 19, 2025, include China Communications Group (Hong Kong) Holdings Limited with approximately 917 million shares (17.40%), China Communications Construction Company Limited with approximately 856 million shares (16.24%), and China Communications Construction Group Limited with approximately 663 million shares (12.59%) [3] - The total shares held by the top ten circulating shareholders amount to approximately 2.582 billion shares, representing about 49.00% of the total [3]