兰石重装：BlackRock AM North Asia Limited、北信瑞丰等多家机构于11月25日调研我司

证星公司调研2024-11-25

证券之星消息，2024年11月25日兰石重装（603169）发布公告称BlackRock AM North Asia LimitedAlice YANG 陈鸿、北信瑞丰薛瑶、财通资管吴志豪、复星保德信李心宇、富舜投资陈洪、广东莲花曹伟、国寿安保李博闻、国泰基金谢泓材、海富通基金陈华鑫、海南恒立金祖贵、瀚伦投资王柱峰、Fullerton Clients Accounts刘逸飞、合远基金林映吟、恒盈...

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Raymond、路博迈投资陈小香、农银人寿保险郝赜川、平安证券李峰、HGNH International Asset Management (SG) PTE.LTD李悦、厦门金圆金控詹荔华、上海海岸号角刘泽、上海河清史青、上海混沌投资黎晓楠、上海开思倪飞、上海泰旸骆华森、上海天猊曹国军、上投摩根倪权生、申万宏源邓拥军、深圳前海承势资本梁悦芹、T.Rowe Price International, Inc.赵毅强、太平基金史彦刚、太平资产高洪志、天风证券张樨樨 厉泽昭、西部利得温震宇、溪牛投资杜朝水、新百信周胤杰、新华资产雷凯、信泰人寿林相宜、兴银基金石亮、循远资产田超平、TBP Investment Advisory (HK) LimitedLECalvin、长城基金艾抒皓、长江资管姚远、中庚基金刘晟、中汇人寿王潇、中金公司郭威秀 张琮翎、中欧基金薛义铮、中信证券刘春茂、中英益利武娇、Trivest Advisors Limited唐旭人、北京泓澄张弢、北京景星高峰、北京容光黄沛然于2024年11月25日调研我司。具体内容如下：一、公司煤化工业务情况公司布局煤化工领域时间较早，2015年公司为进一步拓展新疆煤化工市场，在新疆哈密布局了生产基地，当前新疆基地已与兰州基地形成合力，辐射新疆、陕北、内蒙、宁夏煤化工市场。同时，公司深耕能源装备制造领域70余年，积累了丰富的技术及客户资源优势，同时拥有多种煤化工领域设备的制造能力，以及煤化工业务的EPC总承包能力。 二、提问交流环节问：公司2024年取得的煤化工业务订单有哪些？答：公司目前已披露的煤化工领域大额订单有新疆嘉国伟业新能源有限公司60 万吨/年煤焦油加氢项目（一期），合同金额135,000万元，该项目合作形式为采购、施工承包（PC）；新疆同顺源能源开发有限公司180万吨/年褐煤热解提质多联产综合利用项目（一期120万吨/年）炭化炉升级改造项目，合同金额为20,000万元，该项目合作形式为以PC开口合同合作模式承揽上述工程；哈密合顺源节能环保科技有限公司100万吨/年烘干提质煤及100万吨/年烘干沫煤项目，合同金额16,000万元，该项目合作形式为以 PC 开口合同合作模式承揽上述工程。问：介绍下新疆公司的基本情况及产能情况？答：新疆公司于2014年3月注册登记，2015年9月正式建成投产，总投资45,000万元，注册资本15,000万元，设计年生产能力20,000吨。问：公司煤化工业务领域有哪些产品？答：公司煤化工领域产品有反应器类、塔器类、换热器类、罐类，具体如下。反应器类费托合成反应器、液化反应器、沸腾床反应器、精制反应器、改质反应器、还原反应器、氧化反应器、热/温/冷高压分离器、热/冷低压分离器等。塔器类分馏塔、稳定塔、吸收塔、解析塔、气化炉、变换炉、变换气洗涤塔、未变换气洗涤塔、H2S浓缩塔、CO2解析塔、热再生塔、分离塔/分离器、水洗塔、脱硫塔、氨塔、酚塔、萃取塔、急冷塔、脱轻塔、甲醇洗涤塔、汽提塔等。换热器类水煤气废热锅炉、中温换热器、变换气水冷器、开工加热器、低压废热锅炉、一/二/三等级冷凝冷却器/加热器、冷凝器等。罐类球罐、储罐等。问：介绍下公司核能业务情况。答：公司持续加快核能装备技术创新步伐，紧盯中核甘肃国家级核技术产业园建设、打造核乏燃料循环基地契机，构建“一体两翼三新”发展格局。同时积极拓展产品品类、检维修、集成化等业务，搭建“营销+研制+服务”为一体的核能产业发展平台。目前公司的核能产品覆盖核化工、贮运容器装备、核乏燃料后处理等。兰石重装（603169）主营业务：传统能源化工装备(炼油化工、煤化工、化工新材料等领域)、新能源装备(核能、光伏多晶硅、氢能等领域)、工业智能装备(快速锻造液压机组、工业机器人等)以及节能环保装备的研发、设计、制造、检测、检维修服务及工程总承包。兰石重装2024年三季报显示，公司主营收入37.39亿元，同比上升20.22%；归母净利润9649.91万元，同比下降29.51%；扣非净利润8080.92万元，同比下降25.64%；其中2024年第三季度，公司单季度主营收入12.47亿元，同比上升38.44%；单季度归母净利润2658.74万元，同比上升20.41%；单季度扣非净利润2243.56万元，同比上升74.15%；负债率73.46%，投资收益462.0万元，财务费用1.19亿元，毛利率13.84%。该股最近90天内共有2家机构给出评级，买入评级2家；过去90天内机构目标均价为6.1。以下是详细的盈利预测信息：融资融券数据显示该股近3个月融资净流入783.12万，融资余额增加；融券净流出17.02万，融券余额减少。以上内容为证券之星据公开信息整理，由智能算法生成，不构成投资建议。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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