Nanfeng Corporation(SZ:300004)2022-12-08 08:46Group 1: Market Position and Competition - The company is the largest domestic enterprise specializing in ventilation and air treatment systems, with a market share exceeding 70% in the nuclear power sector and over 90% in the nuclear island system market [1] - In the oil and gas, coal chemical, and large industrial civil construction sectors, the company maintains a strong competitive position with its subsidiary, Zhongxing Equipment, being a leading supplier of high-end stainless steel and alloy seamless pipes [1] Group 2: Revenue and Market Share - Prior to the Fukushima nuclear accident, the nuclear power business accounted for approximately 30% of Zhongxing Equipment's total revenue, which has since decreased to about 20% due to a slowdown in nuclear power growth [2] - Zhongxing Equipment holds over 80% market share in the domestic supply of special process pipes and furnace tubes for coal chemical and oil refining industries [2] Group 3: Strategic Outlook - The company believes that the restart of nuclear power and the national "going out" strategy will have a positive impact on its business [2] - The company has relevant talent reserves and experience in international cooperation, which will help it seize opportunities presented by the "going out" strategy [2] Group 4: Technological Development - The company is preparing for trial production in its 3D printing project in collaboration with the Shanghai Nuclear Engineering Research and Design Institute, focusing on meeting project implementation timelines [2]