Core Viewpoint - Company is actively involved in the marine engineering sector, focusing on various products including offshore wind power components, large marine crankshafts, offshore lifting equipment, and single-point mooring systems [2] Summary by Categories Marine Engineering Products - Company produces key components for offshore wind power with bulk supply capabilities for 2-16MW wind power gearboxes, 3-30MW core castings, and 5-20MW mainstream tower structures [2] - Large marine crankshafts are manufactured for advanced international models including MAN series 50-108 and Wärtsilä series 52-96 low-speed marine diesel engines [2] - Offshore lifting equipment includes specifications ranging from 1100 tons to 3500 tons for deck lifting equipment, and 200 to 1000 tons for shipbuilding gantry cranes [2] Production and Orders - The products are primarily produced on an order basis and are mostly non-standard custom products, with the exception of wind power equipment [2] - As of 2024, products with orders extending beyond that year account for approximately 12% of total orders [2] Market Outlook and Strategy - In the context of national policies aimed at strengthening marine capabilities, the company plans to continue monitoring marine economic policies and exploring market demands [2] - The company aims to expand its marine engineering service areas while actively promoting the reserve of related technologies [2]

Core Viewpoint - The company emphasizes its focus on improving operational quality and long-term value despite stock price fluctuations, which are influenced by various market factors [1][2][3] Group 1: Company Performance - In the first half of 2025, the company achieved a revenue of 7.453 billion yuan, representing a year-on-year increase of 6.38%, and a net profit attributable to shareholders of 312 million yuan, up 13.88% [3] - The growth in net profit was primarily driven by the material handling equipment segment, while the new energy equipment segment experienced a decline in gross margin [3][3] Group 2: Stock Price and Shareholder Concerns - The company acknowledges investor concerns regarding stock price performance, attributing fluctuations to macroeconomic conditions, industry policies, and market sentiment [1][2] - The management reassures that the stock incentive plan adheres to regulatory requirements and aims to attract and retain core talent, ultimately enhancing competitiveness and sustainable development [2][3] Group 3: Strategic Focus and Future Plans - The company is committed to a strategy centered on "internationalization, high-end, intelligence, greening, and service" to enhance innovation capabilities and optimize industry structure [1][2] - Future plans include focusing on the marine economy and leveraging existing technical capabilities to capture domestic and international markets for marine engineering equipment [3]