Group 1: Company Overview and Merger Progress - The merger with Hangzhou Steam Turbine Group Co., Ltd. (Hangzhou Steam Turbine) has been completed, and the new shares were listed on February 11, 2026 [2][3] - The company plans to change its name, securities abbreviation, business scope, registered capital, and address post-merger [2] - The board of directors has initiated the election of the sixth board members, with relevant proposals approved in the first temporary meeting of 2026 [2] Group 2: Hangzhou Steam Turbine's Business and History - Hangzhou Steam Turbine, established in 1958, is a key player in the industrial steam turbine sector in China, contributing significantly to national economic security and defense [3] - The company has a diverse product range, including steam turbines, gas turbines, and related services, with applications in various industries such as petrochemicals, textiles, and power generation [3][4] - The development of industrial steam turbines has evolved through four stages, from product exploration to independent innovation since 2000 [4] Group 3: Gas Turbine Business Development - The gas turbine business is a core focus for the company's strategic transformation during the 14th and 15th Five-Year Plans [4] - Since 2005, the company has collaborated with Mitsubishi and Siemens, delivering over 50 gas turbine units to the market [5] - The first self-developed 50MW gas turbine model is expected to complete its full-load testing by mid-2025, marking a significant milestone in the company's independent R&D efforts [5] Group 4: Project Progress and Market Expansion - The Lianyungang gas turbine demonstration project is crucial for the application of the self-developed gas turbine, with key milestones achieved, including project registration and contract signing [5] - The company has established a subsidiary focused on independent operation and maintenance services for gas turbines, enhancing its service capabilities [6] - The overseas market expansion strategy focuses on countries along the Belt and Road Initiative, primarily through partnerships with domestic contractors [7][8]
海联讯(300277) - 2026年2月12日投资者关系活动记录表