日上集团(002593) - 日上集团调研活动信息

Company Overview - The company focuses on two main businesses: steel structure and automotive wheels [2] - The steel structure business targets petrochemical steel structures, large industrial plants, public buildings, and high-rise buildings [2] - The company is one of the largest steel wheel manufacturers in the domestic commercial vehicle market and the largest steel wheel exporter [2] - The Zhangzhou Hua'an factory is one of the most advanced prefabricated steel structure production bases in the industry [2] Steel Structure Business - The steel structure business is concentrated in petrochemical equipment steel structures and large high-end industrial plants [3] - The company has a competitive advantage in technology, quality, and mature management systems [3] - Key projects in 2023 include the Guangdong Zhanjiang BASF integrated project, Huizhou ExxonMobil refining project, and Zhangzhou Chi Mei PC project [3] - The company has long-term project collaborations with major international EPC companies such as JGC, Mitsubishi, and Fluor [3] - Future development will focus on extending services such as steel grating and maintenance systems to increase customer stickiness [3] Automotive Wheels Business - The forged aluminum wheels align with the trend of lightweight and low-carbon energy-saving in the automotive market [4] - Sales scale and product gross profit margin of forged aluminum wheels have significantly increased compared to last year [4] - The company has 7 wheel production bases in Xiamen, Sichuan Nanchong, Vietnam, Zhangzhou Hua'an, and Tangshan Caofeidian [4] - The Caofeidian factory started production this year, aiming to enhance competitiveness in raw material costs and northern market development [4] Market and Export - The export market is recovering, with projects such as the Qatar RAS ethylene project and Iraq oil and gas facilities project [3] - The company is actively exploring new projects in Belt and Road countries and the Middle East, particularly Saudi Arabia [3] - The Zhangzhou Hua'an factory's proximity to the port provides a unique advantage in undertaking large overseas projects [3]