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 listed in 2008, initially focusing on the manufacturing and sales of industrial waste heat boilers, large and special material pressure vessels, and nuclear safety equipment [2]. - The company acquired 100% of Zhangjiagang Ge Rui Environmental Engineering Co., Ltd. in 2015, expanding into wastewater treatment, solid waste landfill, and hazardous waste treatment [2]. - In 2016, Zhangjiagang Hailu New Energy Co., Ltd. was established, focusing on photovoltaic power station operations, leading to a diversified business model [2]. Group 2: Product and Market Position - Hailu Heavy Industry holds the top position in domestic qualifications and certifications for waste heat boiler manufacturing, recognized as a national high-tech enterprise and a prominent brand in Jiangsu Province [3]. - The company maintains a leading market share in the domestic industrial waste heat boiler sector, with a strong customer base primarily consisting of state-owned enterprises [3]. - Hailu is involved in drafting national standards for dry quenching waste heat boilers and continues to lead in the converter waste heat boiler and non-ferrous metallurgy waste heat boiler markets [3]. Group 3: Nuclear Power Competitive Advantage - The company obtained nuclear safety equipment manufacturing qualifications in 1998 and has developed critical components for nuclear reactors, reducing reliance on foreign imports [3]. - Hailu has seen a significant increase in self-contracted nuclear power product orders, moving beyond single processing orders to a strategic transformation in nuclear power [3]. - The company has secured important orders related to advanced nuclear technologies, including the 'Hualong One' and CAP1400 third-generation nuclear power technologies [3]. Group 4: Financial Performance and Future Strategy - The company's operational performance in 2021 met expectations, with stable growth in profitability compared to the previous year, supported by a sufficient order backlog [3]. - Future strategies include deepening core business operations, enhancing technological innovation, and improving management and cost control to boost profitability and market competitiveness [3].