Core Viewpoint - The company, Sudar Co., announced on August 21 that providing after-sales service for main engine manufacturers is a form of on-site operation service, which is an effective customer acquisition method despite its low revenue contribution [1] Group 1 - The company offers after-sales service for self-repaired equipment, indicating a commitment to customer support [1] - The revenue contribution from this after-sales service business is relatively low, but it serves as a strategic tool for customer acquisition [1]

证券日报网讯速达股份（001277）8月21日发布公告，在公司回答调研者提问时表示，煤机后市场有三 个相关方，分别是主机厂商、设备使用方、后市场服务商。其中设备使用方是煤炭生产企业，拥有专业 的技术能力、成熟的招投标机制，后市场服务商的选择完全由煤炭生产企业自主掌控。 ...

证券日报网讯速达股份（001277）8月21日发布公告，在公司回答调研者提问时表示，煤机使用的配件 较多，公司主要通过完整的供应链体系和高效的三级库存体系完成供货，但公司也具备少部分配件的自 主生产能力。 ...

Core Viewpoint - The company, SuDa Co., Ltd. (stock code: 001277), clarified that the technology from Saifu Fluid can be partially applied to liquid cooling systems, but the claim of a "dimensionality reduction attack" is inaccurate and the rumors are unfounded, as the current status is merely in the research phase [1] Group 1 - The company announced on August 21 that it responded to inquiries during a research meeting [1] - The technology from Saifu Fluid has specific applications but varies by industry due to different technical requirements [1] - The company emphasized that the current engagement with Saifu Fluid is still in the research stage [1]

证券日报网讯速达股份（001277）8月21日发布公告，在公司回答调研者提问时表示，公司考虑实施以 下两种并购活动，一是并购重组液压流体连接件渠道和工厂，形成综合竞争力较强的液压流体连接件产 业规模。二是在国有企业混改期间，可与其维修中心合资组建再制造中心或购买其维修中心进行升级改 造。 ...

证券日报网讯速达股份（001277）8月21日发布公告，在公司回答调研者提问时表示，维修再制造需要 较大的场地和专业的设备，公司一般是将需维修的支架拉回维修中心。如有需要也会派人去客户现场拆 解、组装，但关键的部位还是拉回基地进行维修。为此公司围绕国内较大的煤炭生产区域建立了6个维 修中心，服务半径300-500公里，保证为客户提供及时、高效的服务。 ...

证券日报网讯速达股份（001277）8月21日发布公告，在公司回答调研者提问时表示，今年的数据目前 无法确定，赛福流体的收入占比还需待年末予以统计。 ...

证券日报网讯速达股份（001277）8月21日发布公告，在公司回答调研者提问时表示，目前，公司围绕 产品计划和市场计划，结合近两年的市场情况展开研究，以期有更好的市场表现。后续如公司在相关方 面取得实质性进展或突破，将按相关规定进行信息披露。 ...

证券日报网讯速达股份（001277）8月21日发布公告，在公司回答调研者提问时表示，赛福流体2024年 营业收入2亿元左右。 ...

Core Viewpoint - Suda Co., Ltd. has successfully entered the aftermarket for construction machinery through its fluid connection components business, establishing stable partnerships with leading clients in the industry [1] Group 1: Business Performance - The revenue from the shield tunneling machinery pipeline components business has shown steady growth, achieving approximately 28 million yuan in 2022, accounting for 2.6% of total revenue; in 2023 and 2024, the revenue is expected to exceed 60 million yuan, maintaining a stable revenue proportion of around 5.3% [1] - The subsidiary, Saifu Fluid, is projected to achieve approximately 200 million yuan in revenue in 2024, showcasing significant performance [2] Group 2: Strategic Plans - Suda Co., Ltd. plans to pursue two types of strategic mergers and acquisitions when the timing is right: integrating sales channels and production facilities for hydraulic fluid connection components to form a competitive industrial scale, and leveraging opportunities from the mixed ownership reform of state-owned enterprises to deepen its layout through joint ventures or acquisitions of existing repair centers [1] - The company is currently screening potential targets according to its established plan and will strictly fulfill information disclosure obligations regarding future progress [1] Group 3: Business Model - The company primarily acquires orders through bidding and competitive negotiations, with a pricing model that includes agreement pricing for single repair and remanufacturing services, as well as long-term contracts for ongoing cooperation [2] - A specialized service package has been introduced, bundling maintenance, parts supply, repair, and remanufacturing services, with billing based on the customer's coal output [2] - The second-hand equipment rental and sales business involves purchasing or leasing idle equipment, which is then repaired and technically modified before resale or rental, with transaction prices determined through bidding or competitive negotiations [2] Group 4: Competitive Advantage - Saifu Fluid has a significant technical advantage over competitors like Yingweike, with hydraulic system pipeline pressure levels generally reaching 30-40 MPa, much higher than the data center pipeline's sub-1 MPa; additionally, Saifu Fluid has the capability to design and produce stainless steel pipelines, aligning with material requirements in data center applications [2] - The stringent cleanliness standards in hydraulic systems have led Saifu Fluid to maintain higher levels of process control [2]