投资者关系活动基本信息 公司指出，特种场景工业巡检是具身智能先发落地的重要方向，钢铁冶金、油气化工、矿山等场景物理 条件恶劣、作业对象复杂，对具身智能需求明确。天创智能依托"天算大模型"，未来有望实现特种机器 人"精确识别-预测分析-自主作业"的具身智能运维闭环。 金洲天创计划于11月底12月初公司主办的全国石油化工企业年度大会上首次大规模公开亮相。目前金洲 管道已覆盖近300家石油天然气及化工客户，合资公司潜在客户入库认证筹备工作预计年末前完成，需 搭建完善的生产、研发及销售体系支撑。 |Col1|投资者关系活动类别|√ 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演 活动 □ 现场参观 □ 其他| |---|---| |参与单位名称及人员姓名|华福证券：俞能飞| |时间|2025年11月21日 下午 3：00—4：00| |地点|浙江省湖州市吴兴区八里店区府南路388号二楼会议室| |上市公司接待人员姓名|董 事会秘书：薛俊| 核心业务与战略布局解读 公司基本情况概述 公司主导产品涵盖热浸镀锌钢管、高频焊管、钢塑复合管材管件、不锈钢管材管件、大口径卷制埋弧焊 钢管等系 ...

证券代码： 002443 证券简称：金洲管道 浙江金洲管道科技股份有限公司投资者关系活动记录表 编号：2025-006 投资者关系活 动类别 √ 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 □ 其他 参与单位名称 及人员姓名 华福证券：俞能飞 时间 2025 年 11 月 21 日 下午 3：00—4：00 地点 浙江省湖州市吴兴区八里店区府南路 388 号二楼会议室 上市公司接待 人员姓名 董事会秘书：薛俊 投资者关系活 动主要内容介 绍 1、请介绍一下公司的基本情况。 回复：公司主导产品有热浸镀锌钢管、高频焊管、钢塑复合管材管件、 不锈钢管材管件、大口径卷制埋弧焊钢管、螺旋缝双面埋弧焊钢管、直 缝埋弧焊钢管、直缝高频电阻焊钢管、FBE/2PE/3PE 防腐钢管等系列， 产品广泛应用于给水、排水、消防、燃气、石油天然气输送、化工、建 筑、通讯、特高压电力铁塔等领域。公司始终坚持做好管道产品，经营 情况稳健，相对行业平均水平总体运行良好，目前公司财务状况优良， 负债率低，资金宽裕。 2、公司设立金洲天创机器人科技（南京）有限公司的具体计划是什么？ 后 ...

Group 1: Company Overview and Products - The company specializes in various types of pipes, including hot-dip galvanized steel pipes, high-frequency welded pipes, and composite pipes, widely used in water supply, drainage, gas, and petrochemical industries [2][3] - The company maintains a strong financial position with low debt levels and ample liquidity [2] Group 2: Hydrogen Pipeline Project - The company’s subsidiary has secured a contract for a 20 km hydrogen pipeline project, part of a larger 195 km hydrogen transport network, designed to transport 100,000 tons of hydrogen annually [3] - This project is a key component of Inner Mongolia's green hydrogen transport network and marks the first commercial hydrogen pipeline in Northwest China [3] Group 3: National Infrastructure Investment - The National Development and Reform Commission plans to invest 5 trillion yuan to construct and upgrade 700,000 km of underground pipelines, significantly boosting demand for various types of pipes [4] - It is estimated that nearly 90% of the investment during the 14th Five-Year Plan will be directed towards water supply, drainage, and gas pipeline networks, leading to an annual market growth rate exceeding 8% in the pipeline manufacturing industry [4] Group 4: Natural Gas Pipeline Project - The China-Russia-Mongolia natural gas pipeline project is being led by Gazprom, with CNPC responsible for the construction of key segments and long-term gas procurement [6] - A legally binding cooperation memorandum was signed in September 2025, indicating a phased approach to project development [6] Group 5: Company Performance and Strategy - The company reported stable profitability in the first three quarters of 2025, with a decrease in revenue and net profit compared to the previous year, but a narrowing decline compared to the first half of the year [9] - Key factors for the company's performance include product structure optimization, cost reduction efforts, and improved management of accounts receivable and inventory [10]

Core Insights - The industrial parks in the region have shown a year-on-year growth of 8.5% in industrial added value and a 2.8% increase in industrial investment for the first three quarters of the year [1][2] Group 1: Industrial Development - The region has strengthened industrial attraction and accelerated the construction of key industrial projects, leading to significant investment in major projects [1] - Notable projects include the annual production of 1,000 tons of graphene and 250,000 tons of hot-dip galvanized steel pipes in Fangchenggang, with 26 new manufacturing projects signed and initiated within the same year [1] - The Beihai industrial park has commenced the construction of the Guangxi Beihai Three Gorges Offshore Wind Power International Industrial Park, with a total investment of 21 billion yuan, laying a foundation for an offshore wind power industry base that radiates to ASEAN [1] Group 2: Infrastructure Investment - To enhance the capacity of the parks and meet the production and construction needs of enterprises, the region has actively coordinated various funding sources for infrastructure development [1] - The first batch of government bonds for industrial parks in 2025 has raised 9.265 billion yuan, supporting 85 projects [1] - A total of 1.2 billion yuan has been invested in four direct investment fund projects to continuously improve park infrastructure [1] Group 3: Public-Private Partnerships - The region is promoting public-private partnerships to maximize resource allocation, with over 100 cooperative projects established with various enterprises, totaling more than 240 billion yuan in investment [2] - Selected key industrial parks in seven cities have been designated for the development of the China-ASEAN Industrial Cooperation Zone, further deepening the reform and development of industrial parks in the region [2]

Core Viewpoint - The company reported a significant decline in revenue and net profit for the first half of 2025, indicating challenges in the market and operational performance [2][3][6]. Company Overview and Financial Indicators - The company, Zhejiang Kingland Pipeline Technologies Co., Ltd., is listed on the Shenzhen Stock Exchange under the stock code 002443 [2]. - The total revenue for the reporting period was approximately 2.02 billion yuan, a decrease of 13.84% compared to the previous year [3][6]. - The net profit attributable to shareholders was approximately 54.88 million yuan, down 31.35% year-on-year [3][6]. - Basic earnings per share decreased by 41.53% to 0.1111 yuan [3][6]. Management Discussion and Analysis - The company specializes in the research, manufacturing, and sales of welded steel pipe products and is recognized as a high-tech enterprise in the industry [3][4]. - The main products include hot-dip galvanized steel pipes, steel-plastic composite pipes, and various types of welded steel pipes [3][4]. - The company has established a comprehensive product system and technical strength in the oil and gas water transmission pipeline sector, providing solutions for various applications [4][5]. Financial Performance Analysis - The operating costs decreased by 12.70% to approximately 1.80 billion yuan, reflecting efforts to manage expenses amid declining revenues [6][7]. - The company experienced a significant drop in cash flow from operating activities, with a net outflow of approximately 46.90 million yuan [6][7]. - Research and development expenses were reduced by 27.76% to approximately 65.68 million yuan, indicating a potential impact on future innovation [6][7]. Market Position and Competitive Analysis - The company is a leading supplier in the pipeline industry, serving major clients such as PetroChina, Sinopec, and CNOOC [5][6]. - The company has a robust dealer network and emphasizes quality control and service optimization to enhance brand influence [5][6]. - The industry faces low concentration and increasing price competition, which may lead to a trend of market consolidation [10][11]. Risks and Challenges - The company is exposed to macroeconomic fluctuations that can impact demand for its products, particularly in the energy and construction sectors [10][11]. - Significant reliance on raw materials like hot-rolled coils and zinc ingots poses risks if prices fluctuate, affecting production costs [11]. - The company must continuously meet high-tech enterprise criteria to maintain tax benefits and government subsidies, which are crucial for its financial health [11].