每经AI快讯，有投资者在投资者互动平台提问：如广州工控对贵司的投资是以股权投资为主而非战略 控股，那公司是否欢迎江苏省内的企业也对贵司进行股权投资，进而整合同类资产？江苏省内国资系统 要求加速推进资产证券化，江苏省港口集团的港机资产，扬子江及泰州、太仓造船厂和舜天船厂的船舶 资产都有证券化的需求，公司是否接纳江苏属地内的同类相关资产整合？ （记者 王晓波） 润邦股份（002483.SZ）12月18日在投资者互动平台表示， 广州工控对公司的投资是战略投资、产业投 资。公司及公司主要股东目前暂无对公司进行资产整合的相关计划。 ...

Group 1 - The core viewpoint of the article highlights that Runbang Co., Ltd. has experienced rapid development in its port machinery business in recent years [2] - The company reported a strong order backlog and positive market expansion, indicating robust growth in production and sales scale [2]

Investment Rating - The report maintains a rating of "Accumulate" for the company [6][12]. Core Insights - The company reported a revenue of 17.396 billion yuan for the first half of 2025, reflecting a year-on-year increase of 0.97%. The net profit attributable to shareholders was 344 million yuan, up 12.37% year-on-year, while the net profit excluding non-recurring items reached 246 million yuan, showing a significant increase of 111.44% year-on-year [4][5]. - The company's port machinery orders increased by 27% year-on-year, with new contracts and bids in the first half of 2025 amounting to 3.586 billion USD, of which the port machinery business accounted for approximately 3.14 billion USD [5]. - The company has shown a decrease in expense ratios, indicating effective cost reduction and efficiency improvement measures [5]. Financial Forecast and Valuation - The company is expected to achieve revenues of 39.739 billion yuan, 43.635 billion yuan, and 46.901 billion yuan for the years 2025 to 2027, representing year-on-year growth rates of 15.33%, 9.80%, and 7.49% respectively. The net profit attributable to shareholders is projected to be 751 million yuan, 957 million yuan, and 1.134 billion yuan for the same period, with corresponding growth rates of 40.70%, 27.54%, and 18.45% [6][10]. - The price-to-earnings (P/E) ratios are forecasted to be 30.81, 24.16, and 20.40 for the years 2025 to 2027 [6][10].