更有券商研究报告显示，深远海区域拥有丰富的风能资源，全球可用的海上风能资源超过710亿千瓦， 其中深远海占比超过70%；并提出深远海风电开发元年将至，2025年至2027年装机量复合增长率达 56%。更有机构预测，深海科技产业规模将超3万亿元，深海系泊系统核心供应商将显著受益。 值得关注的是，巨力索具近期动作频频，拟投资1亿元设立海洋科技全资子公司，专注于深海系泊产品 市场。对此，公司管理层人士表示，未来漂浮式风机要实现大面积推广面临的一个重点问题就是降低成 本，系泊系统作为整个漂浮系统中的关键部件，其费用占比较高，是未来降本的重点。钢丝绳系泊缆、 纤维系泊缆以其重量轻、易施工的特点。而巨力索具构建的三大产品线（单股永久系泊钢丝绳、系泊纤 维缆、深海系泊系统配件）以其重量轻、易施工的特点，将成为最优选择，市场优势明显。巨力索具目 前又是唯一的具有成套系泊索设计能力和制作能力的企业，未来的深海系泊市场巨力索具将占有不可替 代的地位。 特别针对深远海系泊系统，公司管理层人士表示，自2023年以来，公司已经先后取得了DNV长期系泊 缆绳（涤纶）工厂认可证书、DNV长期系泊钢丝绳接头及缆绳套环锻件工厂认可证书、系泊索 ...

锚定"蓝色"赛道 布局"深海"机遇 杨建国在投资者见面会上表示，市场普遍对索具的概念不清晰。实际上，从曾经的起重吊装、捆绑挪移的小工具，到如今的天上、地下、海洋、核电、航空 等国家重点工程和高科技建设领域，索具已成为大国工匠精神的重要载体。巨力索具已是国内索具行业的头部企业，占据市场主导地位。公司主要产品包括 10大类别，覆盖海洋工程、电力装备、桥梁工程、传统工业行业等核心领域，服务全球100多个国家和地区。近年来，巨力索具在自我调整产业结构的大背 景下，风电、核电、起重、海洋工程、航空航天等新兴领域订单增长迅速。在海洋工程领域，巨力索具已构建单股永久系泊钢丝绳、系泊纤维缆、深海系泊 系统配件三大产品线，具备为客户设计定制化方案的技术支撑。 值得关注的是，本次投资者见面会重点聚焦公司深海战略布局。2025年政府工作报告首次将"深海科技"纳入新质生产力培育方向，标志着深海科技从技术探 索向产业化应用的战略升级。董事会秘书张云对上证报记者表示，此次投资者见面会召开的契机也正是因为国家对未来深海科技领域发展规划的政策东风助 推和巨大的市场机遇，结合公司正在战略转型关键期、业务取得重大进展，为展示技术实力和回应市场关 ...

Core Viewpoint - The company, Giant Lifting (巨力索具), held its first large-scale investor meeting since its listing in 2010, focusing on its deep-sea strategic layout, technological advantages, and future plans [1] Group 1: Company Overview - The company has become an industry leader in the lifting equipment sector, having led the formulation of 16 national and industry standards, and participated in the development of 49 standards overall [1] - The term "lifting equipment" was popularized in China by the company, highlighting its significant role in the industry [1] Group 2: Deep-Sea Strategic Layout - The company is focusing on the deep-sea technology sector, which is expected to exceed 3 trillion yuan in overall industry scale due to government initiatives [2] - The company announced plans to invest 100 million yuan to establish a wholly-owned subsidiary in Tianjin, dedicated to the deep-sea mooring products market [2] - Key product lines include single-strand permanent mooring steel wire ropes, fiber mooring cables, and structural connectors, with the single-strand permanent mooring steel wire rope recognized as a major technological equipment project [2] Group 3: Market Potential and Challenges - The projected offshore wind power installed capacity during the 14th Five-Year Plan is expected to reach 52 GW, requiring over 3,000 floating wind turbines, with each mooring system valued at several million yuan [3] - The overall market scale for mooring systems could reach hundreds of billions, presenting significant growth opportunities for the company [3] - Despite the promising outlook, challenges remain in scaling deep-sea mooring technology, as the current domestic floating wind power is still in the demonstration phase [3] - The establishment of the Tianjin project aims to create a competitive edge in service efficiency and cost, aligning with national strategies and securing policy support [3]

巨力索具股份有限公司 投资者关系档案 证券代码：002342 证券简称：巨力索具 巨力索具股份有限公司 投资者关系活动记录表 编号：【2025】002 投资者关系 活动类别 ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 ■现场参观 □ 一对一沟通 □其他 （请文字说明其他活动内容） 接待时间 2025 年 10 月 11 日 接待地点 巨力索具股份有限公司 接待人员 董事长杨建国、副总裁李彦英、副总裁张亚男、董事会秘书张云、财 务总监付强、技术总工赵春江、证券事务代表蔡留洋 接待对象 中国证券报、上海证券报、证券时报、证券日报、新京报、财联社、 全景网、中国企业家杂志、基本面力场、环球网、清华大学全球证券 市场研究院、中信证券、中金证券、银河证券、财达证券、东方证券、 国新证券、东北证券、中银证券、中银国际证券、中泰证券、广发证 券、太平洋证券、中邮证券、海通期货、国泰海通证券、国金证券、 海川证券、万和证券、金泰证券、天津优达产投集团、巨量边界、人 寿资管、深圳路演时代、鹏扬基金、肆叁壹科技、钰璋资管、河北报 业股权投资基金、中邮保险资管、沃虎私募基金、茁安投资、中特新 ...

Investment Overview - The company plans to invest 100 million RMB to establish a wholly-owned subsidiary, Giant Lifting Marine Technology (Tianjin) Co., Ltd. [1] - The investment decision was approved during the 36th meeting of the 7th Board of Directors on August 14, 2025, and does not require shareholder approval [1][5]. Investment Target Basic Information - The subsidiary will focus on various sectors including marine engineering equipment development, manufacturing, and sales, as well as environmental protection equipment and underwater systems [2][3]. Purpose and Impact of the Investment - The investment aligns with the growing global demand for marine resource development, particularly in offshore oil and gas extraction, renewable energy, and marine aquaculture [3][4]. - The government has recognized "deep-sea technology" as a key area for industrial development, indicating a strategic shift towards the commercialization of deep-sea technologies [3]. - Local governments in coastal regions are also implementing policies to promote marine economic development, which supports the company's strategic direction [3]. Company's Competitive Position - The company has established a strong foundation in the lifting equipment sector and has been addressing key technological challenges in marine engineering equipment [4]. - The establishment of the subsidiary is expected to enhance the company's sustainable development capabilities without negatively impacting its financial status or shareholder interests [5]. Current Status and Future Plans - The subsidiary is still in the planning stage and will require approval from relevant regulatory authorities before commencing operations [5]. - The company will continue to disclose updates regarding the establishment and operational plans of the new subsidiary [5].

Group 1: Marine Economy Development - The marine economy is experiencing strong growth, with Guangdong's marine production value expected to exceed 2 trillion yuan in 2024, accounting for about 20% of the national total [1] - The Shanghai Marine Industry Development Plan aims to establish two major marine industry development hubs by 2030, with a target for the shipbuilding and marine engineering equipment industry to exceed 45 billion yuan [1] - Fujian's 14th Five-Year Plan includes the marine economy as a strategic emerging industry, planning to create 10 national-level deep-sea aquaculture demonstration zones by 2025, driving over 50 billion yuan in investment [1] Group 2: Global and Domestic Marine Economy Trends - The global marine economy is projected to grow from 2.5 trillion USD to 3 trillion USD by 2030, creating over 31 million direct jobs and indirectly supporting over 200 million jobs [3] - China's marine economy is set to surpass 10 trillion yuan in 2024, marking a 75.9% increase over the past decade, with emerging marine industries growing by 7.2% [3] - The marine manufacturing sector contributes over 30% to the marine production value, with significant increases in approved marine project numbers and areas [3] Group 3: Industry Trends and Innovations - Key trends in China's marine economy include technological innovation driving industry transformation, a focus on green and low-carbon development, and the integration of digital technologies [4] - The influx of capital and talent into marine sectors is accelerating, while international cooperation is creating new opportunities for marine economic development [4] Group 4: Listed Companies in Marine Economy - There are 36 listed companies in the A-share marine economy sector, with the machinery equipment sector having the highest representation at 25% [5] - The geographical distribution shows Zhejiang with 7 companies, while Guangdong and Shanghai each have 6 [6] - As of June 26, 2023, 15 companies have seen stock price increases exceeding 10%, including HaiLanXin and JuLiSuoJu, with significant growth in their respective sectors [6][7] Group 5: Company Performance - JuLiSuoJu reported a revenue of 488 million yuan in Q1 2025, a 12.44% increase year-on-year, with a net profit of 5.9861 million yuan, up 63.30% [8]

Market Overview - On June 4, the market continued to recover, with 3,900 stocks rising and 1,200 stocks falling, including 86 stocks hitting the daily limit up and 2 stocks hitting the limit down [1] - Market hotspots focused on solid-state batteries, IP economy, and beer sectors [1] High-Performance Stocks - Craft beer company Lehui International achieved 5 consecutive limit ups in 7 days, driven by growth in its Q1 report [3][4] - Financial service company Yuyin Co. recorded 5 consecutive limit ups, previously involved in digital currency [3][4] - Autonomous driving concept stocks such as Hexing Co. and Qiaoyin Co. also showed strong performance with multiple limit ups [3][4] Trading Data - The top three net purchases on the Dragon and Tiger list were Jili Rigging (147 million), Keheng Co. (85.86 million), and Huijin Co. (83.08 million) [5] - The top three net sales were Xue Ren Co. (114 million), Huijin Tong (78.64 million), and Hezhuan Intelligent (71.66 million) [5] Stock Performance - Notable stocks included: - Guoshen Youse: +10.00%, price at 52.03, turnover rate 7.29%, total transaction amount 2.56 billion [6] - Jili Rigging: +10.02%, price at 6.37, turnover rate 15.45%, total transaction amount 899 million [6] - Keheng Co.: +20.02%, price at 11.75, turnover rate 15.50%, total transaction amount 373 million [6] Institutional Activity - Institutional net purchases included Huasheng Pharmaceutical (40.36 million), Huijin Co. (38.27 million), and Hengbao Co. (37.82 million) [8] - Institutional net sales were led by Baile Electric (96.78 million), Lepu Medical (68.21 million), and Tianyuan Pet (55.06 million) [9] Sector Highlights - Solid-state battery and rare earth sectors saw significant interest, with Keheng Co. achieving a 20% limit up and a turnover rate of 15.5% [14] - The deep-sea mooring system sector is developing core products with international leading technical indicators, applicable in deep-sea oil and gas platforms [13]