润邦股份(002483) - 润邦股份调研活动信息

Group 1: Offshore Wind Power Equipment - The main products in the offshore wind power equipment sector include various types of offshore wind power foundation piles, jacket structures, installation platforms, and marine cranes [2] - The company plans to invest in the "Tongzhou Bay Equipment Manufacturing Base Project" to expand its business in marine engineering equipment, port lifting equipment, and ship supporting equipment [2] - New products will include floating offshore wind power foundations, large megawatt offshore wind power stable pile platforms, and LNG clean energy modules, enhancing the company's capacity in high-end equipment [2] Group 2: International Market Expansion - The company signed a contract with a Japanese client for an offshore wind power project last year, marking a breakthrough in the overseas market, with positive customer feedback on delivered products [3] - The company aims to further increase its efforts in expanding the offshore wind power equipment business in international markets [3] Group 3: Port Resources and Infrastructure - The company owns two ports: Taicang Runhe Port (50,000-ton public cargo terminal) and Qidong Runbang Marine Port (50,000-ton multifunctional terminal), with plans for a third port upon completion of the Tongzhou Bay base [3] Group 4: Strategic Agreements and Acquisitions - In July, the company's subsidiary, Koch, signed a supplementary agreement with the UAE National Meteorological Center for a project worth approximately €200 million [3] - The company signed an asset purchase agreement with FLSmidth Group in June 2023 to acquire its global bulk material handling business, enhancing its market competitiveness [3] Group 5: Financial Risk Management - The company employs measures such as forward foreign exchange contracts and RMB settlements to mitigate the impact of exchange rate fluctuations on its operations [4] - The impact of raw material price fluctuations on the company's performance is limited due to the customized nature of its high-end equipment products, which use a cost-plus pricing model [4] Group 6: Ship Supporting Equipment - The ship supporting equipment business includes products like hatch covers for container ships and folding hatch covers for bulk carriers, with a strong competitive advantage in niche markets [4] - The ship supporting equipment sector has benefited from a booming shipbuilding industry, and the company plans to capitalize on this opportunity for rapid growth [4] Group 7: Belt and Road Initiative - The company actively responds to the national "Belt and Road" strategy and is gradually expanding its business layout in related countries [4]