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调研速递|浙江金盾风机股份有限公司接受12家机构调研,核电业务成关注要点
Xin Lang Cai Jing· 2025-09-11 10:18
9月11日,浙江金盾风机股份有限公司在公司三楼会议室现场接待了12家机构及个人投资者的特定对象 调研。参与调研的机构包括杭州深根固柢投资管理有限公司、金库骐楷(杭州)私募基金管理有限公司 等。上市公司接待人员有董事长、总经理兼董事会秘书王淼根先生,财务总监何鹏程先生。 点击查看公告原文>> 此次投资者关系活动主要分为公司简要介绍及互动问答两部分。在互动问答环节,投资者就公司多方面 情况进行提问,公司答复要点如下: 1.业绩相关:受大环境影响,公司控股子公司同风源机电安装项目 因工程审计缓慢无法确认收入,致上半年主营业务收入下降。不过,核电业务板块收入在2025年上半年 大幅增长,从在手订单及行业趋势看,核电业务有望成未来业绩主要增长点。 2.订单情况:公司目前整 体在手订单约7.28亿元,其中核电在手订单3.58亿元左右。未来几年,核电业务收入有望达公司整体营 收50%以上。公司正积极参与海外核电项目,已取得一些进展。 3.雅鲁藏布江水电站:该水电站招标时 间尚未确定。从五级隧道水电站分布看,隧道施工及后期运营需大量"长距离、高海拔"隧道施工风机和 水电站设备通风系统。公司已在林芝设办事处,前期在西藏地区和大 ...
金盾股份(300411) - 300411金盾股份投资者关系管理信息20250911
2025-09-11 09:28
Group 1: Company Overview - Chairman Wang Miaogen provided a brief introduction to the company's basic situation, business characteristics, and operational status [3]. Group 2: Financial Performance - The company's main business revenue decreased in the first half of the year due to external environmental impacts, particularly from the slow audit of the Tongfeng Electromechanical Installation Project, leading to a significant drop in income from that segment [3]. - The nuclear power business segment saw substantial growth in the first half of 2025, with expectations that it will become a major growth point for future performance [3]. Group 3: Orders and Projections - The company currently has a total order backlog of approximately 728 million CNY, with around 358 million CNY attributed to nuclear power orders [3]. - Based on the current order backlog, nuclear power revenue is expected to account for over 50% of the company's overall revenue in the coming years [3]. Group 4: Market Expansion - The company is actively participating in overseas nuclear power projects, with some progress already made, driven by the Belt and Road Initiative [3]. - There is no confirmed timeline for the bidding of the Yarlung Tsangpo Hydropower Station, but the company is prepared for significant demand in ventilation systems for high-altitude hydropower projects [3]. Group 5: New Business Ventures - The company is collaborating with Tsinghua University to develop a ducted fan for low-altitude aircraft, with successful prototype test flights completed [4]. - Future applications for the ducted fan include flying cars, industrial drones, and advanced model aircraft, with a focus on efficiency, quiet operation, and smart integration [4]. Group 6: Technical Advantages - The company possesses deep technical expertise and product certification advantages in the nuclear-grade ventilation equipment sector, meeting the highest nuclear safety standards [4]. - The high-altitude ventilation system is designed for harsh environmental conditions, featuring specialized axial flow fans and oxygen generation systems to ensure effective ventilation in high-altitude construction [4].