久立特材产品线丰富多元，涵盖DSS/SDSS、CRA-OCTG、HRB/MLP/WOL、SG-U管、油气输送用大口 径厚壁不锈钢焊接管、大型换热器用超长不锈钢焊接U型管、海水腐蚀铁素体不锈钢焊接U型管、海水 淡化及电站用钛及钛合金焊接管等近百个品种，广泛应用于油气、电力、化工等多个核心工业领域。其 中，公司部分高端产品成功打破国外技术垄断，填补国内相关领域空白，构建显著技术壁垒与市场竞争 优势。截至2025年上半年，久立特材应用于高端装备制造及新材料领域的高附加值、高技术含量产品实 现营业收入12.20亿元，占公司营收比重约20%，同比增长15.42%。 依托优质的产品品质与高效的服务能力，久立特材赢得了国内外众多大中型企业的广泛信赖与深度合 作。在国内市场，公司是中石油、中石化、中海油、中国化工集团、国家能源集团、中国广核 （003816）集团、哈尔滨电气、上海电气（601727）、东方电气（600875）等国内核心能源及装备企业 的重要供应商，深度绑定国内能源基建核心需求；在国际市场，久立特材产品远销70多个国家和地区， 成功与沙特阿美（Aramco）、英荷壳牌（Shell）、埃克森美孚（ExxonMob ...

Core Viewpoint - The company, Jiuli Special Materials, is experiencing heightened interest from the capital market, reflected in recent institutional research activities, indicating positive expectations for its long-term investment value and business development potential [1]. Group 1: Market and Business Development - Jiuli Special Materials has engaged in extensive communication with 17 institutions regarding its market expansion, main business layout, and future strategic planning [1]. - The nuclear power sector is witnessing accelerated domestic production processes, with Jiuli Special Materials positioned as a core supplier of high-value products like evaporator tubes [1]. - The global nuclear power market is projected to grow significantly, reaching approximately $37.46 billion by 2025 and $51.83 billion by 2035, presenting substantial growth opportunities for Jiuli Special Materials [2]. Group 2: Capacity Expansion and Investment - The company plans to invest 376 million yuan in a project to produce 20,000 tons of high-performance pipes for nuclear energy and oil and gas, with 120 million yuan already invested as of mid-2025 [2]. - The project is expected to enhance the company's supply capacity for nuclear pipes, supporting its ability to benefit from industry expansion and improve product structure and profitability [2]. Group 3: Customer Structure and Global Market Presence - Jiuli Special Materials has established deep partnerships with major domestic energy companies and has a global presence, exporting to over 70 countries and collaborating with Fortune 500 companies [3]. - The company’s diverse business segments, including composite pipes, alloy materials, and oil casing pipes, are driving high-quality growth [3]. Group 4: Product Development and Innovation - The composite pipe business is seeing enhanced efficiency and quality through resource integration and successful contract deliveries [3]. - The alloy materials segment is supported by a comprehensive production control system, meeting the stringent requirements of high-end industries like oil and gas and nuclear power [3]. Group 5: Strategic Initiatives and Future Outlook - The company is focusing on mergers and acquisitions to enhance its industrial chain layout and core competitiveness, with a dedicated team for project selection and advancement [5]. - Jiuli Special Materials aims to deepen its global operational layout and accelerate digital transformation to improve operational efficiency and core competitiveness [5][6]. - The company plans to expand its product offerings in high-value deep processing areas, enhancing supply chain resilience and achieving sustainable long-term development [6].