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中核科技(000777) - 2024年9月6日投资者关系活动记录表
SUFASUFA(SZ:000777)2024-09-06 11:21

Group 1: Order and Revenue Insights - The company reported new orders exceeding 500 million yuan in the nuclear power sector for the first half of the year, with stable orders in the petrochemical and public engineering sectors [2] - The company anticipates continued growth in nuclear power orders and plans to increase market expansion efforts in the petrochemical and public engineering sectors in the second half of the year [2] Group 2: Product Development and Market Position - The company is actively participating in the bidding for the high-temperature gas-cooled reactor project in Jiangsu, having secured the main steam isolation valve procurement contract [4] - The company has achieved full performance certification for its nuclear-grade shut-off valves, indicating a strong competitive position in this field [4] Group 3: Financial Performance and Future Outlook - The company’s revenue decline is attributed to challenges in the petrochemical and nuclear sectors, with ongoing efforts to stabilize and grow order volumes [2] - The company has completed the civil construction for its nuclear power expansion phase one and is currently installing equipment, aiming to achieve production capacity by the end of the year [6] Group 4: Reform and Governance - The company has been selected for the comprehensive reform cultivation library of the China National Nuclear Corporation, with a detailed reform plan for 2024-2025 focusing on governance and market-oriented reforms [6] - A total of 62 key reform tasks and 138 specific action items have been proposed, with 65 items completed to date, demonstrating a commitment to enhancing internal reform processes [6]