12月22日，海陆重工（维权）盘中上涨2.06%，截至13:35，报12.88元/股，成交11.50亿元，换手率 14.22%，总市值107.02亿元。 资金流向方面，主力资金净流出7413.29万元，特大单买入8995.10万元，占比7.82%，卖出1.33亿元，占 比11.53%；大单买入2.29亿元，占比19.93%，卖出2.61亿元，占比22.67%。 海陆重工今年以来股价涨133.71%，近5个交易日涨0.63%，近20日涨0.78%，近60日涨59.39%。 今年以来海陆重工已经14次登上龙虎榜，最近一次登上龙虎榜为11月19日，当日龙虎榜净买入2.52亿 元；买入总计3.73亿元 ，占总成交额比18.46%；卖出总计1.21亿元 ，占总成交额比6.01%。 资料显示，苏州海陆重工股份有限公司位于江苏省苏州市张家港市东南大道1号(张家港经济技术开发 区)，成立日期2000年1月18日，上市日期2008年6月25日，公司主营业务涉及从事工业余热锅炉、大型 及特种材质压力容器和核安全设备的制造销售业务,以及固废、废水等污染物处理和回收利用的环境综 合治理服务、光伏电站运营业务。主营业务收入构成为：锅炉 ...

证券代码：002255 证券简称：海陆重工 苏州海陆重工股份有限公司 投资者关系活动记录表 编号：2025-008 | 投资者关系活动类 | √特定对象调研 □分析师会议 | | --- | --- | | 别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及人 | 兴业证券：祁佳仪、周登科 | | 员姓名 | 景领投资：王胜 | | | 太平养老保险：张凯 | | | 东北证券：刘俊奇 | | 时间 | 2025 年 12 月 9 日 10:00-11:30 | | 地点 | 董事会秘书办公室 | | 上市公司接待人员 | 董事会秘书张郭一 | | 姓名 | 一、公司主营业务简单介绍 | | | 公司主营业务未发生变化，为工业余热锅炉、大型 | | | 及特种材质压力容器及核安全设备的制造销售；固废、 | | | 废水等污染物处理及回收利用的环境综合治理服务；光 | | | 伏电站运营。 | | 投资者关系活动主 | 二、核电业务介绍 | | 要内容介绍 | 公司从 1998 年起即开始核电设备 ...

Group 1: Company Insights - Lixun Precision has developed core capabilities in the humanoid robot industry, capable of independently completing precision processing of key components like harmonic gears, except for batteries and some joint modules [1] - The automotive business of Lixun Precision has a rich product matrix, including high and low voltage harnesses, special harnesses, and fast charging guns, achieving good development momentum globally [1] - Hailu Heavy Industry focuses on manufacturing industrial waste heat boilers, large and special pressure vessels, and nuclear safety equipment, with ongoing investment in fourth-generation nuclear equipment projects to meet manufacturing capacity demands [2] - Nopoxin is confident in the long-term development of the blueberry industry, with 85% of funds from a planned private placement allocated for blueberry base and R&D center construction [3] - Century Huatong's gaming products launched in 2023 are performing well, with no signs of reaching their lifecycle peak, and the company has released at least 20 products this year [4] Group 2: Market Trends and Performance - The blueberry market is experiencing a positive trend, with exports to Japan performing well, and the company aims for growth through scale expansion and efficiency improvements [3] - Century Huatong's overseas market has a user overlap of about 20%, indicating potential for growth in international markets [4] - The company has seen a 91.21% growth in its best-performing public fund product over the past year, reflecting strong market performance [4]

Group 1: Company Overview - The main business of Suzhou Hailu Heavy Industry Co., Ltd. remains unchanged, focusing on the manufacturing and sales of industrial waste heat boilers, large and special material pressure vessels, and nuclear safety equipment [1] - The company also provides environmental comprehensive governance services for solid waste and wastewater treatment and recycling, as well as photovoltaic power station operations [1] Group 2: Nuclear Power Business - The company supplies nuclear power equipment for various reactor types, including Generation II+, Generation III (Hualong One, Guohe One, AP1000, VVER, EPR), Generation IV (high-temperature gas-cooled reactors, sodium-cooled fast reactors, thorium molten salt reactors), and thermonuclear fusion reactors [1] - The nuclear safety equipment includes a wide range of components such as injection tanks, internal component lifting baskets, spent fuel coolers, and emergency water supply tanks, contributing to domestic nuclear power construction [2] - The ongoing investment in new Generation IV nuclear power equipment projects is progressing normally, which will effectively meet the manufacturing capacity demand for nuclear power upon production [2] Group 3: Future Strategic Planning - The company plans to deepen its core business while increasing efforts in technological innovation and management, enhancing management and cost control, and optimizing resource allocation to improve profitability and market competitiveness [2]

Core Viewpoint - The stock of Hailu Heavy Industry has shown significant growth this year, with a year-to-date increase of 136.62%, indicating strong market interest and performance [1][2]. Group 1: Stock Performance - As of November 25, Hailu Heavy Industry's stock price reached 13.04 CNY per share, with a trading volume of 5.91 billion CNY and a turnover rate of 7.18%, resulting in a total market capitalization of 108.35 billion CNY [1]. - The stock has experienced a 3.08% increase over the last five trading days, a 40.67% increase over the last 20 days, and a 43.28% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" 14 times this year, with the most recent appearance on November 19, where it recorded a net purchase of 252 million CNY [1]. Group 2: Company Overview - Hailu Heavy Industry, established on January 18, 2000, and listed on June 25, 2008, is located in Zhangjiagang, Jiangsu Province. The company specializes in manufacturing industrial waste heat boilers, large and special pressure vessels, and nuclear safety equipment, as well as providing environmental remediation services [2]. - The revenue composition of Hailu Heavy Industry includes: boilers and related products (38.47%), pressure vessel products (31.00%), environmental engineering services (9.87%), nuclear power products (8.07%), new energy power sales (6.94%), wastewater treatment (2.69%), solid waste disposal (0.73%), and wastewater treatment projects (0.20%) [2]. Group 3: Financial Performance - For the period from January to September 2025, Hailu Heavy Industry reported a revenue of 1.685 billion CNY, a year-on-year decrease of 5.27%, while the net profit attributable to shareholders increased by 32.67% to 320 million CNY [2]. - The company has distributed a total of 197 million CNY in dividends since its A-share listing, with 40.34 million CNY distributed over the last three years [3]. - As of September 30, 2025, the number of shareholders decreased by 17.57% to 72,500, with an average of 8,801 circulating shares per person, an increase of 21.32% [2].

Core Viewpoint - The stock of Hailu Heavy Industry has experienced significant fluctuations, with a year-to-date increase of 140.25% and a recent decline of 4.06% on November 12, 2023, indicating volatility in investor sentiment and market activity [1]. Company Overview - Hailu Heavy Industry, established on January 18, 2000, and listed on June 25, 2008, is located in Zhangjiagang, Jiangsu Province. The company specializes in manufacturing industrial waste heat boilers, large and special pressure vessels, and nuclear safety equipment, as well as providing environmental remediation services and photovoltaic power station operations [2]. - The revenue composition of Hailu Heavy Industry includes: boilers and related products (38.47%), pressure vessel products (31.00%), environmental engineering services (9.87%), nuclear power products (8.07%), new energy power sales (6.94%), wastewater treatment (2.69%), solid waste disposal (0.73%), and wastewater treatment projects (0.20%) [2]. Financial Performance - For the period from January to September 2025, Hailu Heavy Industry reported a revenue of 1.685 billion yuan, a year-on-year decrease of 5.27%, while the net profit attributable to shareholders increased by 32.67% to 320 million yuan [2]. - The company has distributed a total of 197 million yuan in dividends since its A-share listing, with 40.34 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Hailu Heavy Industry was 72,500, a decrease of 17.57% from the previous period, with an average of 8,801 circulating shares per shareholder, an increase of 21.32% [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 18.1881 million shares, which is an increase of 12.0884 million shares compared to the previous period [3]. Market Activity - On November 11, 2023, Hailu Heavy Industry appeared on the "Dragon and Tiger List" for the eighth time this year, with a net buy of -72.4455 million yuan, total purchases of 353 million yuan (9.74% of total trading volume), and total sales of 426 million yuan (11.74% of total trading volume) [1].

Core Viewpoint - Hailu Heavy Industry is a leading enterprise in the manufacturing of industrial waste heat boilers and environmental comprehensive governance services, with a full industry chain advantage Group 1: Business Overview - Hailu Heavy Industry was established on January 18, 2000, and listed on the Shenzhen Stock Exchange on June 25, 2008, with its registered and office address in Suzhou, Jiangsu Province [1] - The company's main business includes the manufacturing and sales of industrial waste heat boilers, large and special material pressure vessels, and nuclear safety equipment, as well as environmental governance services for solid waste and wastewater treatment and recycling, and photovoltaic power station operation [1] Group 2: Financial Performance - In Q3 2025, Hailu Heavy Industry achieved a revenue of 1.685 billion yuan, ranking second in the industry, while the industry leader, Xizi Clean Energy, reported a revenue of 4.333 billion yuan [2] - The main business composition includes boiler and related products generating 397 million yuan, accounting for 38.47%, and pressure vessel products generating 320 million yuan, accounting for 31.00% [2] - The net profit for Q3 2025 was 320 million yuan, ranking first in the industry, with Xizi Clean Energy's net profit at 226 million yuan [2] Group 3: Financial Ratios - As of Q3 2025, Hailu Heavy Industry's debt-to-asset ratio was 34.25%, down from 42.40% in the previous year and significantly lower than the industry average of 63.62%, indicating strong solvency [3] - The gross profit margin for Q3 2025 was 30.53%, up from 25.56% in the previous year and higher than the industry average of 24.60%, reflecting strong profitability [3] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 17.57% to 72,500, while the average number of circulating A-shares held per household increased by 21.32% to 8,801.2 [5] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked as the second-largest shareholder, holding 18.1881 million shares, an increase of 12.0884 million shares from the previous period [5] Group 5: Executive Compensation - The chairman, Xu Yuansheng, received a salary of 980,000 yuan in 2024, a decrease of 32,500 yuan from 2023 [4] - The general manager, Xu Ran, received a salary of 1.38 million yuan in 2024, an increase of 400,000 yuan from 2023 [4]

Group 1 - The core focus of the investor meeting was on the company's main business, nuclear power operations, production and operational status, and future strategic planning [1][2]. - The company has been involved in the manufacturing and sales of industrial waste heat boilers, large and special material pressure vessels, nuclear safety equipment, and environmental remediation services, with no changes reported in its main business [3]. - The nuclear power business has been developed since 1998, with the company completing several first-of-their-kind manufacturing tasks both internationally and domestically, and the fourth-generation nuclear power equipment project is progressing as planned [3]. Group 2 - The company plans to enhance its core business while increasing technological innovation and management efforts, focusing on management and cost control, and optimizing resource allocation to improve profitability and market competitiveness [3]. - The production and operational performance from 2025 to the present has met expectations, with all projects progressing normally [3].

Group 1: Company Overview - The company specializes in the manufacturing and sales of industrial waste heat boilers, large and special material pressure vessels, and nuclear safety equipment [1] - It also provides environmental comprehensive governance services for solid waste and wastewater treatment and recycling [1] - The company operates photovoltaic power plants [1] Group 2: Nuclear Power Business - The company has been manufacturing nuclear power equipment since 1998, completing several domestic and international first-piece manufacturing tasks over 20 years [2] - Key nuclear safety equipment includes various cooling systems and storage tanks, contributing to domestic nuclear power construction [2] - The fourth-generation nuclear power equipment project disclosed at the beginning of the year is progressing smoothly, expected to alleviate current capacity bottlenecks and enhance production capabilities [2] Group 3: Production and Operational Status - The production and operational status from 2025 to date is in line with expectations, with all projects progressing normally [2] Group 4: Future Strategic Planning - The company plans to deepen its core business while increasing technological innovation and management efforts [2] - Focus will be on enhancing management and cost control, optimizing resource allocation to improve profitability and market competitiveness [2]

Financial Performance - In the first half of 2025, the company reported operating revenue of 1.032 billion yuan, a year-on-year decrease of 10.44% [1] - The net profit attributable to shareholders was 191 million yuan, an increase of 50.03% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 184 million yuan, reflecting a year-on-year growth of 56.29% [1] - Basic earnings per share were 0.23 yuan [1] Profitability Metrics - The gross profit margin for the first half of 2025 was 30.32%, up by 6.74 percentage points year-on-year [1] - The net profit margin was 18.55%, an increase of 7.73 percentage points compared to the same period last year [1] Expense Management - Total operating expenses for the first half of the year were 102 million yuan, a decrease of 21.23 million yuan compared to the previous year [1] - The expense ratio was 9.90%, down by 0.81 percentage points year-on-year [1] - Sales expenses decreased by 2.90%, management expenses decreased by 4.31%, R&D expenses decreased by 26.05%, and financial expenses decreased by 69.51% [1] Executive Compensation - The chairman, Xu Yuansheng, received a salary of 980,000 yuan in 2024, while the president, Xu Ran, earned 1.38 million yuan [3] - Xu Yuansheng has a background in various leadership roles within the company and related entities [3] Company Overview - The company achieved operating revenue of 2.789 billion yuan in 2024, a slight decrease of 0.23% year-on-year [5] - The net profit attributable to shareholders was 377 million yuan, reflecting a year-on-year increase of 10.86% [5] - The company specializes in manufacturing industrial waste heat boilers, large and special material pressure vessels, and nuclear safety equipment, as well as environmental remediation services [5]