来源：中国能源网 在广东惠州某大型石化基地的拆解项目现场，无人机一边飞行一边在读取环境数据，智能机器狗在复杂 环境中爬行扫描，仅用数分钟就锁定了残留危化品的位置。最终，该项目作业人员从常规的50人减至30 人，工期反而缩短了三分之一。智能拆解的背后，正是海江科技集团（以下简称"海江集团"）用一套 由"智慧大脑"操控的远程智能装备，为这场硬仗赋予的全新安全内涵。 在工业血脉的更迭中，无数老旧炼油、化工装置正因技术迭代、用地紧缺、能耗过高或环保不达标而步 入生命终点。它们的拆除，本是一场充满高风险、高污染的硬仗。从"智能拆解者"到"生命守护者"，十 年深耕拆解领域的海江集团把一场场硬仗变为胜仗，并悄然成为行业的"隐形冠军"。 从"人海战术"到"远程手术" "过去拆一座120米的火炬，需要10个工人系着安全带，在百米高空与动火作业为伴，奋战整整20 天。"海江集团董事长刘海江的记忆里，还深刻着传统拆解现场的惊心动魄，"每一个环节都像是在走钢 丝，稍有不慎后果不堪设想。" 2014年，27岁的刘海江创立公司时，面对的就是这样一个高风险、强依赖人力的行业状况。毕业于中国 石油大学石油工程专业的他，立下了"用技术重塑行业 ...

Group 1 - The stock price of Weihai Guangtai closed at 10.92 yuan on August 5, 2025, down 0.09% from the previous trading day, with a trading volume of 107,629 hands and a transaction amount of 117 million yuan [1] - Weihai Guangtai is primarily engaged in the research and production of airport ground equipment, firefighting equipment, and special vehicles, with products including airport container/loading platforms, aircraft towing vehicles, fire trucks, and emergency rescue equipment [1] - In the first half of 2025, the company reported an operating income of 1.425 billion yuan, a year-on-year increase of 10.91%, but the net profit attributable to shareholders was 83 million yuan, a year-on-year decrease of 22.41% [1] Group 2 - The decline in net profit is attributed to lower gross margins on delivered orders and a decrease in foreign exchange gains [1] - The company announced that the first phase of its employee stock ownership plan, involving 7.61 million shares, has been fully sold [1] - On August 5, the net outflow of main funds was 8.7508 million yuan, with a cumulative net outflow of 28.5047 million yuan over the past five days [1]

Group 1 - The company is focused on building an intelligent high-end equipment manufacturing platform [1] - The main areas of focus are airport equipment and emergency rescue equipment [1] - The company currently does not have any industrial layout in the nuclear power sector [1]

Core Insights - The exhibition "UGOL ROSSII & MINING 2025" will take place from June 3-6, 2025, in New Kuznetsk, organized by Kuzbass Fair and supported by Beijing Shengruida International Exhibition Co., Ltd [1] - The event, established in 1993, has grown significantly, with the 2024 edition featuring 100,000 square meters of exhibition space, 841 companies, and 60,000 attendees, showcasing its industry influence [3] - The upcoming exhibition is expected to attract over 1,200 companies from more than 30 countries, covering a 100,000 square meter area, highlighting advancements in mining technology and equipment [5] Exhibition Highlights - The exhibition will present a comprehensive range of mining technologies and equipment, focusing on: 1. Core mining equipment, including intelligent coal mining machines and hydraulic supports, emphasizing efficiency and safety in coal mining [5] 2. Innovations in mineral processing technology, showcasing complete solutions from raw ore processing to concentrate production [5] 3. Green development solutions, featuring coal washing and processing technologies, as well as ecological restoration techniques [5] 4. Intelligent safety systems, including explosion-proof electrical equipment and 5G remote monitoring systems, to enhance mining safety [5] 5. Cutting-edge technological breakthroughs, such as the global launch of a digital management platform for mines and a 5G+AI real-time monitoring system [5] Market Opportunities - The ongoing geopolitical situation has altered procurement patterns, presenting opportunities for Chinese companies to enter the Russian-speaking market with high-cost performance equipment [7] - The exhibition serves as a platform for companies to connect with Russian buyers and explore a trillion-level market [7] - "UGOL ROSSII & MINING 2025" is positioned as both a technological showcase and an ecological collaboration opportunity for industry peers [7]

盈利预测与投资评级：公司业绩相对承压，我们下调先前的预测，预计公司2025-2026 年的归母净利润 分别为1.33/1.62 亿元，前值4.20/4.80亿元，新增2027 年预期1.85 亿元，对应 PE 分别为40/33/29 倍，考 虑到国内外航空业恢复叠加公司电动化技术优势，因此维持"买入"评级。 产品积累和技术突破方面取得了显著成果：在空港装备领域，公司完成了全系列空港装备电动化开发与 制造，形成了覆盖机场六大作业单元的电动化产品体系，电动化产品不仅在国内市场占有率领先，还在 国际市场上逐步扩大影响力。公司还针对通航机场需求，研发了专用空港装备，进一步丰富了产品种 类。在应急救援装备方面，公司构建了"空地一体化"应急救援解决方案，涵盖消防救援、移动医疗、无 人机装备和消防报警等多个领域。消防救援装备方面，公司推出了多款高性能消防车和应急救援车辆， 满足不同灾种场景需求，提升了康氧类保障装备性能。 应急救援装备产业也取得重要进展，市场突破显著：2024 年公司应急救援装备产业取得重要进展，特 别是在移动医疗装备领域，形成了涵盖多作业单元的方舱医疗车产品体系。公司在空港装备和消防救援 装备领域取得了显 ...

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Weihai Guangtai, which closed at 9.84 yuan with a PE ratio of 28.08 times, significantly lower than the industry average of 59.86 times [1][2] - As of February 28, 2025, the number of shareholders for Weihai Guangtai increased to 39,583, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] - The company specializes in airport equipment, emergency rescue equipment, and military equipment, with a diverse product range including ground support equipment, firefighting gear, and mobile medical equipment [1] Group 2 - In the latest financial report for Q3 2024, Weihai Guangtai reported a revenue of 2.074 billion yuan, representing a year-on-year increase of 28.94%, and a net profit of 129 million yuan, reflecting a year-on-year growth of 89.14% with a gross margin of 26.18% [1] - The company ranks 119th in the industry based on PE ratio, indicating a relatively lower valuation compared to the industry median of 44.00 times [2] - The total market capitalization of Weihai Guangtai is 5.235 billion yuan, which is below the industry average market cap of 55.86 billion yuan [2]