JL(SZ:300589)2024-06-06 01:31Group 1: Company Overview - Jianglong Shipbuilding is a leading enterprise in the aluminum alloy boat sector, recognized as a "specialized and innovative" small giant by the state [3] - The company has built China's largest (71 meters) and most passenger-capable (1,200 passengers) aluminum alloy catamaran, "Beiyou 26" [3] - Jianglong Shipbuilding has entered the wind power operation vessel market, securing multiple orders for specialized wind power operation vessels [3] Group 2: Recent Developments - The State Council issued the "2024-2025 Energy Saving and Carbon Reduction Action Plan," which supports the company's new energy boat business by promoting the scrapping and updating of old transport vessels and the electrification of coastal and inland river vessels [2] - The recent transfer of 51% equity of Aolong Shipbuilding to Zhuhai Ocean Development Group is expected to enhance collaboration in marine industries, while Jianglong retains 49% equity in Aolong [2] Group 3: Cost Reduction and Efficiency Improvement - The company aims to reduce costs and improve efficiency by refining product design and process technology, managing production schedules, and enhancing labor efficiency [3] - Continuous management of product cost budgeting, item control, and analysis of non-normal consumption will be implemented to achieve cost reduction goals [3]