证券代码：002541 证券简称：鸿路钢构 安徽鸿路钢结构（集团）股份有限公司 2025 年 6 月 20 日、23 日投资者关系活动记录表 编号：T2025-005 | |  特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系活 动类别 | □新闻发布会 □路演活动 | | | 现场参观  电话调研 | | | □其他 | | 调研时间/参 | 2025年6月20日下午14：00—17：30 | | | 方正证券 黄雪茹；国厚金融资产管理公司吕阳；申万宏源证券唐猛；中庚基 | | | 金周汝昂。 | | 与单位名称及 | 2025年6月23日下午14：00—16：30 | | 人员姓名 | 中庚基金周汝昂；华宝基金 丁靖婓、汤慧、居桢；长江证券 张弛、袁志芃； | | | 富国基金 刘莉莉、罗松；泰康资产奚佳、李金桃。 | | 地点 | 公司会议室 | | 上市公司接待 | 董事会秘书吕庆荣、证券事务代表杜建俊 | | 人员姓名 | | | | 1、简要介绍公司近期的生产经营情况； | | | 2、参观了公司的视频监控中心，从监控中心看到集 ...

| | | | | | | and and the company of the first of the first | | --- | --- | --- | --- | --- | --- | --- | | 交易标的 | 基准日 | 评估方法 评估结果 | | 增值率 | 本次拟交易的 交易价格 | 其他说 | | 名称 | | | | | 权益比例 | 明 | | 中科视界 | 2024年 12 月 31日 | 收益法 | 114.000.00 | 191.22% | 100.00% 114.000.00 | | 中国经济网北京6月20日讯 富煌钢构(002743.SZ)昨晚公告称，公司于2025年6月19日召开第七届董 事会第十八次会议及第七届监事会第十四次会议，审议通过了《关于终止发行股份及支付现金购买资产 并募集配套资金暨关联交易事项的议案》，同意公司终止发行股份及支付现金购买资产并募集配套资金 暨关联交易事项。 对于本次交易终止的原因，富煌钢构称系考虑到当前市场环境、交易周期及二级市场等因素较本次 交易筹划初期发生变化，为切实维护上市公司和广大投资者长期利益，经公司与相关各方充分沟通及友 好 ...

长江商报奔腾新闻记者杨蝶 资料显示，东方铁塔以钢结构业务起家，2011年登陆深交所上市，当年其营业收入、净利润分别为 18.71亿元、2.63亿元，均同比实现两位数增长。2012年至2014年，受市场等因素影响，公司这两项业绩 指标持续下滑，到2014年净利润为5358万元，较2011年2.63亿元下降近80%。 在这种情况下，东方铁塔寻求外向而生。2016年，东方铁塔作价40亿元收购汇元达100%股权，进军钾 肥领域，布局第二主业。目前，公司形成制造业、钾肥双主业并行发展的格局。2024年，东方铁塔化工 业务实现收入23.8亿元，制造业实现收入17.8亿元，占同期公司总营收的比重分别为56.71%、42.42%。 近年来，受氯化钾产品价格下跌、市场竞争加剧以及宏观经济环境变化等因素影响，东方铁塔的盈利能 力并不稳定。2020年至2024年，公司的营业收入由26.51亿元逐年增长至41.96亿元，但净利润方面的表 现却不甚理想，在历经2021年和2022年两年连增后，2023年和2024年其净利润连续两年下滑，分别为 6.34亿元、5.64亿元，同比降幅分别为23.13%、10.97%。 不过，公司的盈利能力 ...

今年2月，泰州入选港口型国家物流枢纽承载城市，港口发展迎来新的机遇和挑战。泰州正持续做 大做强大健康、海工装备和高技术船舶两个地标性产业，大力发展新材料、新能源、新智造等战略性新 兴产业，打造江苏高质量发展中部支点，着力构建"港产城"深度融合的发展新格局。下一步，泰州市交 通运输部门将对集装箱货运船舶实行免收过闸费和优先过闸政策，持续降低水路通行成本。在港口能级 提升方面，全面提升5万吨级以上码头泊位数量占比，重点服务国能一期和江苏扬子泓远造船LNG船舶 制造基地工程两个百亿级项目。 泰州国际集装箱码头有限公司去年取得《港口危险货物作业附证》，获批包括锂电池、氢氧化钴、 干冰、可定片等9类危险货物作业许可，为泰州及周边地区药品进口企业提供港口物流保障。总经理黄 家庆告诉记者，公司将日韩航线由原来的每10天一班，加密至现在的每周一班，进一步提升货物在港的 中转速度，航线箱量一季度同比增长30.89%。公司还不断加强新客户开发，其中仅商品箱业务预计全 年可贡献吞吐量1.5万标箱。 3月，姜堰优力博集装箱码头迎来重要节点——单月集装箱作业量首次突破5000标箱大关，总计完 成箱量5253标箱，创开港以来历史新高。其 ...

Core Viewpoint - The report from Guosheng Securities indicates that Honglu Steel Structure (002541.SZ) is expected to see significant profit growth from 2025 to 2027, driven by rising steel prices and macro demand recovery, with projected net profits of 870 million, 1.04 billion, and 1.25 billion yuan respectively, reflecting year-on-year growth of 13%, 20%, and 20% [1] Group 1: Company Performance and Projections - The company is a leading player in steel structure manufacturing with a solid competitive advantage and ongoing management optimization [1] - In Q1 2025, the company has shown upward trends in orders, production, revenue, and net profit per ton, indicating a recovery in performance [1] - The current stock price corresponds to price-to-earnings ratios of 15, 12, and 10 for the years 2025, 2026, and 2027 respectively, suggesting that the valuation remains low [1] Group 2: Industry Trends and Technological Advancements - The steel structure industry is facing increasing demands for automation and intelligent upgrades, particularly in welding processes, which are traditionally labor-intensive and variable in quality [5] - The Chinese government's "14th Five-Year Plan" emphasizes the development of intelligent construction, predicting that by 2035, the automation rate in steel structure manufacturing will exceed 50% [5] - The company has been actively developing and deploying welding robots, with significant increases in R&D spending projected for 2023 and 2024 [8] Group 3: Benefits of Welding Robots - The introduction of welding robots is expected to enhance product quality, reduce labor costs, increase production capacity, and create new revenue streams through external sales of robotic products [13] - Cost reduction estimates suggest that the company could lower costs by 88 yuan per ton by replacing a significant portion of manual welding with robotic processes [14][15] - Production capacity could potentially double with the implementation of welding robots, leading to an estimated increase in net profit of 12.5 billion yuan from additional production [18][20]

富煌钢构跨界收购超高速视觉仪器厂商中科视界 布局高端科学仪器赛道 智通财经5月27日电，富煌钢构（002743.SZ）公告，拟收购合肥中科君达视界技术股份有限公司（中科 视界）。据悉，中科视界拥有完全自主知识产权的"千眼狼"高速摄像机和三维运动测量、精密形变形貌 测量、动态流体流场测量等核心产品，累计专利达253项，产品已应用于科研、航空航天、高端制造等 领域并出口至德国、法国、东南亚等国家。该公司专注于超高速视觉测量仪器，在A股市场具有显著稀 缺性，尚无主营业务完全可比的上市公司。此举标志着富煌钢构正式跨界布局高端精密科学仪器赛道。 ...

Core Viewpoint - Anhui Fuhuang Steel Structure Co., Ltd. plans to acquire 100% equity of Hefei Zhongke Junda Vision Technology Co., Ltd. through a combination of issuing shares and cash payment, while also raising supporting funds from specific investors [9][10]. Group 1: Transaction Overview - The transaction involves purchasing 100% equity of Zhongke Junda for a total consideration of 114,000 million yuan [10][19]. - The company aims to raise up to 40,000 million yuan through the issuance of shares to no more than 35 specific investors [14][16]. - The transaction is classified as a major asset restructuring and will not change the controlling shareholder or actual controller of the company [11][17]. Group 2: Financial Impact - Post-transaction, the company's total assets are projected to increase by 5.17% to 1,072,851.52 million yuan, while total liabilities will rise by 1.96% to 706,617.09 million yuan [19]. - The net profit attributable to shareholders is expected to grow by 30.07%, reaching 6,682.37 million yuan, significantly enhancing the company's profitability [19][20]. - Basic earnings per share will decrease slightly from 0.12 yuan to 0.11 yuan due to dilution effects, but the overall transaction is expected to improve the company's earnings capacity [20]. Group 3: Business Transition - The acquisition marks a strategic shift from traditional steel structure manufacturing to high-speed visual perception and measurement technology, which is anticipated to cultivate new profit growth points for the company [17]. - The target company specializes in the research, development, production, and sales of high-speed imaging and analysis systems, aligning with the company's goal of upgrading its business model [10][17]. Group 4: Shareholding Structure - Before the transaction, the total share capital of the company is 435,268,478 shares, which will increase to 620,849,868 shares post-transaction [17][18]. - The shareholding structure will see changes, with Fuhuang Construction's stake increasing from 33.22% to 35.38% after the transaction [18]. Group 5: Regulatory Compliance - The transaction is subject to approval from relevant authorities, and it cannot be implemented until such approvals are obtained [20]. - The company has committed to ensuring the accuracy and completeness of the information provided in the transaction documents, taking legal responsibility for any misrepresentation [3][5].

Group 1: Company Operations and Technology - The company has developed a replicable information management system to ensure product quality and timely project execution, essential for multi-base production [1] - The information system integrates with OA, HR, and NC systems, enhancing work efficiency and reducing costs through features like production tracking and automatic wage calculation [2] - The company has invested in advanced equipment for smart manufacturing, including nearly 2,000 lightweight welding robots and various automated production lines [2] Group 2: Production Capacity and Expansion Plans - By the end of 2024, the company's steel structure product capacity is expected to reach 5.2 million tons, supported by ten production bases [2] - The company is focused on optimizing control at every production stage to enhance core competitiveness [2] - The company is gradually increasing its indirect export business and is considering further overseas expansion based on market conditions [2] Group 3: Financial and Investment Insights - The company has issued convertible bonds worth 1.88 billion yuan and is focused on improving performance regarding bond-related matters [3] - Current order levels are satisfactory, with the company reporting a saturated order book [3]

江西某钢结构企业负责人感慨："过去承接大型项目总担心资金链断裂，现在通过九江银行的专项产 品，我们从采购钢板到完成工程验收全程有资金保障，还能灵活应对不同项目的结算周期，真正实现了 轻装上阵！" 本报讯 （记者曹琦）近年来，九江银行南昌分行坚持党建引领，将党支部堡垒建在普惠金融服务一 线，以"千企万户大走访"专项行动为载体，精准对接企业需求，持续推动普惠金融高质量发展，做深做 精普惠金融大文章。截至一季度末，九江银行南昌分行走访企业近3200户，普惠小微贷款余额突破70亿 元。 下一步，九江银行南昌分行将始终坚持党建引领，努力将党建优势转化为发展优势，以党建联建、党员 志愿服务队等多种方式，进园区、进企业开展常态化走访调研，了解中小微企业的经营冷暖和所期所 盼，针对性地解决融资过程中的痛点难点，用更大力度、更实举措做好普惠金融大文章，加力助推传统 企业向新发展向上突破。 日前，九江银行南昌分行工作人员在走访南昌市进贤县某钢结构企业时了解到，因下游企业资金波动， 应收账款迟迟未能收回，导致企业无法支付原材料货款。针对这一钢结构中小企业普遍面临的痛点问 题，分行党委高位统筹，迅速成立党员攻坚小组，创新推出钢结构产 ...

电焊是明火作业，焊接过程产生的金属火花会四处飞溅，操作不慎极易引发火灾、爆炸等事故。4月30 日，江苏省应急管理厅公布4起违规电焊作业典型案例，提醒广大生产经营单位必须严格落实安全生产 主体责任，切实执行电焊等特种作业持证上岗、审批监管、现场防护等制度。 焊工独自焊接受伤，企业被罚1.8万元 2024年3月，南京江北新区应急管理局根据工伤联动线索反馈，得知辖区内某企业动火作业发生事故导 致人员受伤。 执法人员立即进行执法核查，发现该企业承包商南京埃沙制冷机电设备有限公司当天正在进行设备检维 修作业，焊工许某独自一人开展焊接动火作业，未按规定安排专门人员进行动火作业现场安全管理，动 火现场安全管控措施无人督促落实。 南京埃沙制冷机电设备有限公司上述行为违反了《安全生产法》第43条的规定，南京江北新区应急管理 局依据该法第101条第(三)项，对该公司作出罚款人民币1.8万元的行政处罚。 宝应县应急管理局依据《安全生产法》第97条第(七)项、第99条第(二)项，经分别裁量、合并处罚，对 该公司作出罚款人民币2.1万元的行政处罚。 2024年11月，淮安经开区安监局执法人员受淮安市应急管理局委托，对淮安市跃健钢结构有 ...