核罐装备
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日月股份:明阳智能是公司的重要客户而非竞争对手
Zheng Quan Ri Bao Wang· 2026-01-16 15:14
Core Viewpoint - The company emphasizes its strategic shift from production-driven to technology-driven operations, highlighting its collaboration with key clients and the development of advanced products in various energy sectors [1] Group 1: Client Relationships - The company identifies Mingyang Smart Energy as an important client rather than a competitor [1] Group 2: Business Development Initiatives - The company is actively expanding into deep-sea wind power business and developing floating platform technologies [1] - The company is advancing in nuclear power, hydropower equipment, and core components, with nuclear can equipment already in the industrialization phase [1] - A strategic cooperation agreement has been established with the Ningbo Institute of Materials Technology and Engineering of the Chinese Academy of Sciences to jointly build a research center for high-strength, corrosion-resistant special alloy precision castings [1]
日月股份(603218.SH):核罐装备已进入产业化推进阶段
Ge Long Hui· 2026-01-16 08:37
Core Viewpoint - The company emphasizes its role as a key customer of Mingyang Smart Energy rather than a competitor, and it aims to transition from a production-driven model to a technology-driven one [1] Group 1: Business Strategy - The company is actively expanding into deep-sea wind power business and developing cutting-edge products such as floating platforms [1] - The company is focusing on the development of nuclear power, hydropower equipment, and core components, with nuclear can equipment already in the industrialization phase [1] - A strategic cooperation agreement has been established with the Ningbo Institute of Materials Technology and Engineering of the Chinese Academy of Sciences to jointly build a "Research and Development Center for High-Strength Corrosion-Resistant Special Alloy Precision Castings" in the field of high-temperature alloys [1]