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海陆重工(002255) - 海陆重工调研活动信息
SZHLSZHL(SZ:002255)2023-09-08 07:21

Group 1: Company Overview - Suzhou Hailu Heavy Industry Co., Ltd. was founded in 1956, initially manufacturing marine boilers and later transitioning to industrial special waste heat boilers, pressure vessels, and nuclear safety equipment [2] - The company went public in 2008 and acquired 100% of Zhangjiagang Grey Environmental Engineering Co., Ltd. in 2015, which focuses on solid waste and wastewater treatment [2] - The current main business includes manufacturing and sales of industrial waste heat boilers, pressure vessels, environmental remediation services, and photovoltaic power station operations [2][3] Group 2: Industry Insights - The waste heat boiler industry is driven by demand from downstream sectors such as power, steel, non-ferrous metals, and chemicals [3] - With the implementation of national "dual carbon" policies, waste heat boilers are recognized as essential energy-saving and environmentally friendly equipment, indicating significant growth potential [3] - The company holds the leading position in the domestic market for industrial waste heat boilers, with a high market share and recognized qualifications and certifications [3] Group 3: Product Offerings - The company manufactures various types of waste heat boilers, including those for non-ferrous smelting and dry quenching, and has developed a range of energy-saving and environmentally friendly products [3] - In the pressure vessel sector, the company holds A1 and A3 level design qualifications and produces large and special material pressure vessels for coal chemical, petrochemical, and fine chemical industries [3] - The nuclear safety equipment includes components for various nuclear reactor types, contributing to domestic manufacturing capabilities and reducing reliance on imports [4] Group 4: Environmental and Energy Business - The wholly-owned subsidiary, Zhangjiagang Grey Environmental Engineering Co., Ltd., specializes in solid waste and wastewater treatment, recognized as a specialized and innovative small enterprise in Guangdong Province for 2023 [4] - The subsidiary, Zhangjiagang Hailu New Energy Co., Ltd., operates approximately 156 MW of distributed power stations, ensuring stable power generation and good cash flow [4] Group 5: Future Strategy - The company plans to deepen its core manufacturing business while enhancing technological innovation and management efficiency to improve profitability and market competitiveness [4]