中广核技(000881) - 中广核技调研活动信息

Group 1: Company Performance and Strategy - In 2019, the company introduced the "A+ strategy" to strengthen accelerator manufacturing and expand accelerator application scenarios [2][3] - The company reported a goodwill impairment of approximately 28 million in 2019, primarily due to traditional businesses affected by market cycles [4] - The net asset scale of the original Dalian International business is less than 1 billion, with low profitability [4] Group 2: Market Position and Competition - The company's market share in modified polymer materials is among the top in the domestic market, with plans to enhance revenue and gross margin through technological innovation and support from China General Nuclear Power Group [3][4] - The nuclear technology application business includes accelerator manufacturing, irradiation applications, and modified polymer materials, with no direct domestic competitors in the accelerator and irradiation sectors [3] Group 3: Future Outlook and Key Areas - The company aims to focus on industrial applications, including irradiation materials and disinfection, as well as nuclear medicine and public safety [3][4] - The estimated market size for nuclear technology applications in China is approximately 2 trillion to 3 trillion, based on the ratio of nuclear technology application value to GDP in developed countries [4]