西子清洁能源装备制造股份有限公司投资者关系活 动记录表 （2025-10-22） 证券代码： 002534 证券简称：西子洁能 1 电力、钢铁、建材、水泥等高耗能行业企业。清洁环保能源装备主要包括垃圾 焚烧锅炉、生物质锅炉、废水废气废物（包括污泥）锅炉、熔盐吸热器、换热 器、储罐及核电设备等，主要用于垃圾废物处理厂、石化厂、核电站和光热项 目等新能源领域。解决方案主要包括但不限于以熔盐储能、导热油换热器、石 化化工换热器、海水淡化装置、气化炉（容器、热交换器）等其他换热器及压 力容器为核心设备等综合解决方案项目。备件主要包括过热器、省煤器等部件， 服务包括技术服务、项目改造工程、维修维保等业务。 2、光热订单公司可以参与哪些环节？公司在该领域的竞争优势主要是？ 就产业链而言，按照光热电站的建设过程，可分为研发设计、系统集成、 聚光、发电、吸热、储换热五大环节。公司主要可以参与吸热、换热、储热环 节，提供吸热、换热、储热系统核心设备。 公司作为我国最早从事光热发电技术研发与工程推广应用的单位之一，自 2010 年开始进入光热太阳能发电领域，已成功参与 17 个光热发电示范项目的供 货与建设，有较强的市场和技术先 ...

西子洁能公告，2025年第三季度公司新增订单12.7亿元。截至2025年9月30日，公司在手订单合计58.84 亿元。本年累计新增订单40.54亿元。按产品分类，余热锅炉新增订单4.93亿元，清洁环保能源装备新增 订单1.46亿元，解决方案新增订单4.63亿元，备件及服务新增订单1.69亿元。 ...

Company Overview - Xizi Clean Energy was founded in 1955 and became part of Xizi Elevator Group in 2002, listed on the Shenzhen Stock Exchange in 2011, and renamed in 2022 [1] - The company's main business includes waste heat boilers, clean energy equipment, solutions, and spare parts and services [1] Business Segments - Waste heat boilers serve high-energy-consuming industries such as power and steel [1] - Clean energy equipment is applied in the renewable energy sector [1] - Solutions focus on various heat exchangers and pressure vessels [1] - Spare parts and services include components like superheaters and technical services [1] Solar Thermal Industry - Solar thermal power technology is becoming a crucial support for low-carbon development in China's wind and solar energy bases [1] - The "Qinghai Model" signifies the entry of solar thermal power into its 3.0 era [1] - The company aims to secure three 350MW project orders to increase market share in the solar thermal sector [1] - Since entering the solar thermal field in 2010, the company has participated in 17 demonstration projects, with the Qinghai Delingha 50MW solar thermal project being a notable example [1] Order Situation - In the first half of 2025, the company achieved new orders totaling 2.784 billion yuan, with waste heat boilers at 703 million yuan, clean energy equipment at 281 million yuan, solutions at 1.477 billion yuan, and spare parts and services at 323 million yuan [2] - As of June 30, the company had a backlog of orders amounting to 6.119 billion yuan [2] Future Market Directions - The company targets three growth markets: renewable energy, nuclear power, and overseas markets [2] - The renewable energy market will leverage molten salt energy storage technology to expand application scenarios [2] - The nuclear power market will enhance capacity through upgrades at the Chongxian manufacturing base [2] - The overseas market focuses on Southeast Asia, South America, and countries along the Belt and Road, with an increasing proportion of new orders since 2024 [2] Product Delivery Cycle - Boiler products are customized and have a delivery cycle of 6 to 12 months domestically, with slightly longer times for overseas orders [2] - Spare parts are maintained on-demand [2] - The company has over 20 years of experience in the nuclear power sector and plans to establish a joint venture to promote long-term development in this area in 2025 [2]

Core Viewpoint - Xizi Clean Energy (002534) announced on August 7 that it achieved new orders of 2.784 billion yuan in the first half of 2025, indicating a strong order intake and a focus on high-quality business development [1] Summary by Categories New Orders - The company secured new orders totaling 2.784 billion yuan in the first half of 2025, broken down as follows: - Waste heat boilers: 703 million yuan - Clean and environmental energy equipment: 281 million yuan - Solutions: 1.477 billion yuan - Spare parts and services: 323 million yuan [1] Order Backlog - As of June 30, 2025, the company reported an order backlog of 6.119 billion yuan, reflecting effective management of order quality and structure [1] Business Development Strategy - The company is focusing on enhancing order quality control and optimizing order structure to promote high-quality business growth. It has identified growth opportunities in four business segments and is allocating resources accordingly to improve overall order intake capacity [1]

Core Viewpoint - Xizi Clean Energy (002534.SZ) reported a significant increase in new orders for the first half of 2025, totaling 2.784 billion yuan, indicating a strong demand across its business segments [1] Summary by Categories New Orders - The company achieved new orders of 2.784 billion yuan in the first half of 2025, with specific contributions from various segments: - Waste heat boilers: 703 million yuan - Clean and environmental energy equipment: 281 million yuan - Solutions: 1.477 billion yuan - Spare parts and services: 323 million yuan [1] Backlog - As of June 30, 2025, the company reported a total backlog of 6.119 billion yuan, reflecting a robust order book and potential for future revenue [1] Business Strategy - The company is focusing on enhancing order quality management and optimizing order structure to promote high-quality business development. It has identified growth opportunities in four business segments and is allocating resources accordingly to improve overall order acquisition capabilities [1]