海陆重工(002255) - 海陆重工调研活动信息

Group 1: Company Overview - Suzhou Hailu Heavy Industry Co., Ltd. was established in 2008, initially focusing on industrial waste heat boilers, large and special material pressure vessels, and nuclear safety equipment manufacturing and sales [2]. - The company expanded its business through acquisitions, including a 100% stake in Zhangjiagang Ge Rui Environmental Engineering Co., Ltd. in 2015, which specializes in wastewater treatment and solid waste disposal [2]. - The current business structure includes three main areas: industrial waste heat boilers, environmental comprehensive treatment services, and photovoltaic power station operations [2]. Group 2: Product Competitiveness - The company holds the leading position in the domestic market for waste heat boilers, with a strong market share and recognized qualifications and certifications [3]. - Hailu Heavy Industry is a key player in the research and manufacturing of special waste heat boilers, contributing to national standards for dry quenching waste heat boilers [3]. - The company has a robust order backlog and maintains normal production operations, primarily serving large state-owned enterprises and private enterprises [3]. Group 3: Nuclear Power Sector - Hailu Heavy Industry obtained nuclear safety equipment manufacturing qualifications in 1998 and has developed critical components for nuclear reactors, reducing reliance on foreign imports [3]. - The company is experiencing an increase in self-contracted nuclear power product orders, moving beyond single processing orders to a strategic transformation in nuclear power [3]. - Key orders include components for advanced nuclear technologies such as 'Hualong One' and CAP1400 [3]. Group 4: Strategic Partnerships - The company has signed a joint venture agreement with Jinchuan Group, with a registered capital of 1 billion, in which Hailu Heavy Industry holds a 40% stake [4]. - The joint venture focuses on producing and operating products such as nickel sulfate and ternary precursors for new energy power batteries, leveraging Jinchuan Group's resource advantages [4]. Group 5: Future Strategy - The company aims to enhance its profitability and market competitiveness by increasing technological innovation, management efficiency, and optimizing resource allocation [4].