西子洁能(002534) - 2017年8月22日投资者关系活动记录表

Group 1: Company Overview - The company was established in 1955 and underwent restructuring with Xizi Group's investment in 2002, subsequently listing on the SME board in 2011 [2] - The main products include waste heat boilers, industrial boilers, power station boilers, nuclear power auxiliary machines, and solar thermal equipment, with waste heat boilers holding a market share of over 50% [2] - The company has maintained stable development through new product R&D and internal cost control despite intense market competition [2] Group 2: Performance Highlights - In the first half of the year, significant overseas orders were delivered, including two H-class gas turbine waste heat boilers to Pakistan [3] - Internal cost control measures have shown positive results, and there has been a reduction in special bad debt provisions during the same period [3] Group 3: Market Opportunities - The domestic market for natural gas power generation is benefiting from national energy-saving and environmental protection policies, leading to increased demand for waste heat boilers [3] - The company is leveraging its brand recognition and competitive advantages to expand its overseas market presence, particularly in countries along the "Belt and Road" initiative [3] Group 4: Future Developments - The first phase of the Xizi Smart Industrial Park is being developed using over 8,000 square meters of existing office space, with the second phase under construction and expected to be completed by the end of 2018 [4] - The park will focus on intelligent R&D and manufacturing, with a total area of approximately 240,000 square meters planned for future operations [4] Group 5: Stock Incentive Plan - In 2016, the company implemented its first stock incentive plan, which includes performance indicators based on market value and net profit, with 35% of the first phase already unlocked for trading [4] Group 6: Domestic Order Growth - Growth in domestic orders is primarily seen in waste heat boilers, power station boilers, biomass boilers, and new products in the petrochemical fiber sector [4]