证券代码：300699 证券简称：光威复材 威海光威复合材料股份有限公司投资者关系活动记录表 编号：【2025】第 005 号 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 路演活动 | | | □现场参观 □其他 | | | 机构投资者：安信基金、蚌埠明道资产管理、北京汇涓私募基 | | | 金、北京文博启胜投资、北京禹田资本、炳耀资产、晨壹投资、 | | | 大朴资产、东吴证券、方正证券、耕霁（上海）投资管理、广 | | | 东钜洲投资、广东省大湾区集成电路与系统应用研究院、广东 | | | 谢诺辰阳私募证券、广东正圆私募基金、广发证券、广州瑞民 | | | 私募证券投资基金、国都证券、国海证券、国金证券、国联民 | | | 生证券、国联证券、国盛证券、国投证券、国信证券、杭州海 | | | 化鸿图投资、杭州萧山精富私募基金、弘毅远方基金、鸿运私 | | | 募基金、华泰柏瑞基金、华泰证券、华泰资产、华夏基金、华 | | | 夏久盈、華商基金、汇丰晋信基金、金鹰基金、昆仑健康保险、 | | 参与单位 ...

Group 1 - The report highlights the optimistic growth in the global power equipment market, projected to exceed $700 billion by 2025, with significant investments in the power grid expected to surpass $450 billion [3][23] - The company is positioned as a leader in the high-end diesel generator market, benefiting from strategic partnerships and a robust supply chain, which enhances its pricing power [3][24] - Revenue forecasts for the company indicate substantial growth, with expected revenues of 2.76 billion, 3.76 billion, and 4.75 billion yuan for 2025, 2026, and 2027 respectively, reflecting year-on-year increases of 689%, 36%, and 26% [3][24] Group 2 - The offshore wind power sector is anticipated to experience a new wave of growth, with domestic installations expected to reach 12 GW in 2025, a 200% increase year-on-year [4][6] - The company is expanding its production capacity and focusing on the deep-sea wind market, with significant investments in export terminals to meet growing international demand [4][6] - Profit forecasts for the company suggest net profits of 8.6 billion, 11.0 billion, and 13.1 billion yuan for 2025, 2026, and 2027, with corresponding price-to-earnings ratios of 15.8, 12.3, and 10.3 [4][6] Group 3 - The nuclear power sector is witnessing accelerated investment, with completed investments reaching 36.26 billion yuan in the first four months of 2025, a 36.64% year-on-year increase [12][27] - The company is well-positioned to capitalize on the modular construction market for nuclear power, with a projected market size of approximately 864 billion yuan from 2025 to 2030 [12][28] - Expected net profits for the company are projected to be 2.3 billion, 2.5 billion, and 2.9 billion yuan for 2025, 2026, and 2027, with price-to-earnings ratios of 20, 19, and 16 [12][30] Group 4 - The magnesium alloy market is experiencing rapid growth, with the company focusing on expanding its production capacity to meet increasing demand in various sectors, including aerospace and automotive [7][31] - Revenue for the company is expected to reach 4.09 billion yuan in 2024, reflecting a 16.01% year-on-year increase, with continued growth anticipated in subsequent years [7][31] - The company is actively integrating into the lightweight strategy of leading automotive manufacturers, enhancing its market position [7][31]