润邦股份(002483) - 润邦股份调研活动信息

Group 1: Business Overview - The company primarily operates in material handling equipment, with key brands including "GENMA" and "KOCH" [2][3] - "GENMA" covers three product lines: shipyard/stackyard/factory solutions, marine engineering solutions, and bulk material system solutions, applicable in various industries such as shipyards, factories, and ports [2] - "KOCH" is a globally recognized brand for bulk material handling solutions, with over 70 years of history, widely used in mining, ports, and stockyards [2] Group 2: Recent Acquisitions - In June 2023, the company’s subsidiary, Koch, signed an asset purchase agreement with FLSmidth Group to acquire its global bulk material handling business, including all existing service orders [3] - This acquisition is expected to enhance the company's market competitiveness and global service capabilities in the bulk material handling sector [3] Group 3: Product Development and Market Outlook - The company is focusing on the offshore wind power equipment market, anticipating growth due to national carbon neutrality goals and the "14th Five-Year Plan" for offshore wind development [3][4] - The company is currently constructing a 3,000-ton self-propelled crane vessel, aimed at lifting components for offshore wind projects [3] Group 4: Infrastructure and Resources - The company owns two terminals: Taicang Runhe Terminal (50,000-ton public terminal) and Qidong Runbang Marine Terminal (50,000-ton multifunctional terminal), with plans for a third terminal in Tongzhou Bay [3][4] - Recent deliveries include two sets of 1,800 cubic LNG fuel tanks, indicating a gradual entry into the LNG market [4] Group 5: Future Development Strategy - The company aims to focus on high-end equipment manufacturing and accelerate internationalization to enhance overall competitiveness [4] - Plans include the establishment of a manufacturing base in Tongzhou Bay, expanding into marine engineering, port lifting equipment, and new products like floating offshore wind foundations and LNG clean energy modules [4]