瑞奇智造(833781) - 投资者关系活动记录表

Business Overview - The company specializes in high-end process equipment, focusing on three main areas: high-end equipment manufacturing, installation engineering, and technical services [2][3] - Revenue has steadily increased over the past three years: CNY 290 million in 2021, CNY 339 million in 2022, and CNY 373 million in 2023 [3] Revenue Structure - The company has transitioned from a traditional pressure vessel manufacturer to a provider of comprehensive solutions, with over 70% of revenue now coming from nuclear energy and new energy sectors by 2021 [4] - High-end equipment manufacturing accounted for 83%, 68%, and 85% of total revenue in 2021, 2022, and 2023 respectively, with a significant increase of approximately CNY 86 million (37.4%) in 2023 [4] - Revenue from the nuclear and new energy sectors was CNY 215 million, CNY 209 million, and CNY 260 million in 2021, 2022, and 2023 respectively, showing a 25% increase in 2023 [4] Industry Trends - The high-end equipment manufacturing sector is a key driver of economic growth, with a projected market size for pressure vessels in China expected to reach CNY 473.2 billion by 2025 [5][10] - The nuclear energy sector is anticipated to grow significantly, with 55 operational nuclear power units in China as of 2023, and a strong pipeline of new projects [5][10] - The renewable energy sector, particularly solar power, has seen a 55.2% increase in installed capacity in 2023, with a total of approximately 609.49 GW [6] Nuclear Energy Focus - The company has been involved in the nuclear energy sector for over 10 years, offering a range of products including nuclear power simulators and spent fuel treatment devices [8] - The company has established long-term partnerships with major institutions in the nuclear sector, enhancing customer loyalty and market position [9] Future Development Plans - The company plans to invest CNY 232 million in a new specialized equipment production base, expected to increase capacity by approximately 8,000 tons, alleviating current production constraints [12] - The focus will remain on high-value products in nuclear energy, new energy, and environmental protection sectors, aiming for sustainable growth and enhanced competitiveness [12]