海锅股份(301063) - 海锅股份调研活动信息

Group 1: Company Overview - Zhangjiagang Haiguo New Energy Equipment Co., Ltd. was established in June 2001, primarily engaged in the R&D, production, and sales of large and medium-sized specialized forged components [2]. - The company is recognized in the international forging market and is one of the few domestic suppliers qualified for major global oil and gas equipment manufacturers as well as large wind power equipment manufacturers [2]. Group 2: Production Capacity and Products - In 2020, the company's total forging output exceeded 100,000 tons [3]. - The company has successfully mass-produced offshore 11MW wind turbine gearbox forgings and plans to actively participate in the production of larger gearbox forgings based on market trends [3]. Group 3: Revenue Breakdown - For the first three quarters of 2021, the revenue from wind turbine gearbox forgings accounted for approximately 49%, while wind turbine bearing forgings also accounted for about 49% of the wind power forgings revenue [3]. - In 2020, wind power equipment forgings constituted around 60% of the company's main business revenue, with expectations for further growth in the current year [3]. Group 4: Market Insights - The oil and gas market is gradually recovering, and the company expresses confidence in the market outlook for the upcoming year based on fourth-quarter trends [4].