证券代码：300105 证券简称：龙源技术 烟台龙源电力技术股份有限公司投资者关系活动记录表 编号： | --- | --- | --- | --- | --- | --- | --- | |-----------------------|--------|---------------------------------------------------------------------------------------------------------------------------------|-------|-------|-------|-------| | 投资者关系活动 \n类别 | | √特定对象调研 □分析师会议 \n□媒体采访 □业绩说明会 \n□新闻发布会 □路演活动 \n□现场参观 □其他 \n序号 机构 姓名 序号 机构 姓名 | | | | | | | | 1 中信建投 万炜 11 | | | | | | | | 2 12 | | | | | | | | 3 13 | | | | | | | | | | | | | | | | 4 14 | | | | | | 参与单位 ...

证券代码：300105 证券简称：龙源技术 烟台龙源电力技术股份有限公司投资者关系活动记录表 编号： | --- | --- | --- | --- | --- | --- | --- | |-----------------------|----------|---------------------------------------------------------------------------------------------------------------------------------|-------|-------|-------|-------| | 投资者关系活动 \n类别 | | √特定对象调研 □分析师会议 \n□媒体采访 □业绩说明会 \n□新闻发布会 □路演活动 \n□现场参观 □其他 \n序号 机构 姓名 序号 机构 姓名 | | | | | | | | 1 恒信国际 叶国亮 11 | | | | | | | | 2 恒信国际 黄道良 12 | | | | | | | | 3 恒信国际 苟发武 13 | | | | | | | | | | | | | | | | ...

Group 1: Company Performance - The company's low nitrogen business has declined rapidly due to the release of favorable policies at the end of the "Twelfth Five-Year Plan" and the completion of major unit renovations, leading to reduced market volume [1] - Increased market competition has resulted in a decrease in industry gross profit margins [1] - The implementation of ultra-low emissions for coal-fired power plants during the "Thirteenth Five-Year Plan" may bring new benefits [1] Group 2: Business Development - The oil-saving business is related to the infrastructure of coal-fired units, which has slowed down in recent years [2] - The company leads in domestic market share for plasma ignition and micro-oil businesses, and has established projects abroad [2] - The waste heat recovery business had no revenue in the previous year, primarily due to regional limitations [2] Group 3: Financial Performance - The boiler comprehensive renovation business has seen rapid revenue growth based on personalized services according to user requirements [2] - The company disclosed detailed information about new orders and backlog in the first quarter report [2]

证券代码： 300105 证券简称：龙源技术 烟台龙源电力技术股份有限公司投资者关系活动记录表 | --- | --- | |-----------------------------|-----------------------------------------------------------------------------------------------------------------------------| | | 分析师会议 | | 投资者关系活动 | 业绩说明会 | | 类别 | 路演活动 | | | | | | | | 参与单位名称及 | 长盛基金、东方基金、国联证券、中欧基金、国海富兰克林 | | 人员 | | | 时间 | | | 地点 | | | 上市公司接待人 | 刘克冷 | | 员姓名 | | | | 一、由证券事务代表宫文静女士对公司情况进行了介绍。 二、投资者提出的问题及公司回复情况。 | | | 1、公司今年业务收入结构是什么情况？ 答：基本延续上半年情况。节油、综合改造业务占比较高， | | | 综合节能改造业务较去年增加。 | | | 2、综合节能改造业务 ...

证券代码：300105 证券简称：龙源技术 编号： | --- | --- | --- | --- | --- | --- | --- | |-----------------------|--------------------------------------------|--------------------------------------------------------|------------------------|----------------------------------------------|-------------|--------------------| | 投资者关系活动 \n类别 | □媒体采访 \n□新闻发布会 \n□现场参观 \n序号 | √特定对象调研 \n机构 | □其他 \n姓名 | □分析师会议 \n□业绩说明会 \n□路演活动 \n序号 | 机构 | \n \n \n \n姓名 | | | 1 | 个人 | 吴万喜 | 11 | | | | | 2 | 个人 | 牛彩文 | 12 | | | | | 3 | | | 13 | | | | | | ...

证券代码： 300105 证券简称：龙源技术 烟台龙源电力技术股份有限公司投资者关系活动记录表 | --- | --- | --- | |---------------------|-------------------------|-----------------------------------------------------------------------------------------| | | | 分析师会议 | | 投资者关系活动 | | 业绩说明会 | | 类别 | | 路演活动 | | | | | | | | | | 参与单位名称及 人员 | | 融通基金、大成基金、东吴证券 | | 时间 | 2022 | | | 地点 | 公司本次四层会议室 | | | 上市公司接待人 | 总会计师、董事会秘书 | 刘克冷 | | 员姓名 | 证券部经理 证券事务代表 | | | | | 一、由证券事务代表宫文静女士对公司情况进行了介绍。 二、投资者提出的问题及公司回复情况。 | | | 有哪些变化？ | 1、"十三五"之后公司业务回落，近几年公司技术和业务 | | | | 答："十三五"之 ...

证券代码：300105 证券简称：龙源技 术 烟台龙源电力技术股份有限公司投资者关系活动记录表 编号： 2021-001 | --- | --- | --- | |----------------|----------------------------------|--------------------------------------------------------| | | □特定对象调研 | □分析师会议 | | 投资者关系 | □媒体采访 □业绩说明会 | | | 活动类别 | □新闻发布会 □路演活动 | | | | □现场参观 | 其他 以通讯方式 | | 参与单位名称 | 华泰柏瑞基金 1 人 | | | 时间 | 2021 年 12 月 29 日 | | | 地点 | —— | | | 上市公司 | 总会计师兼董事会秘书 | 刘克冷 | | 接待人员 | 证券部经理 黄大木 | | | | 证券事务代表 宫文静 | | | | 1 、近几年公司营业收入情况如何？ | | | | | 答：近几年营业收入构成主要为省煤器业务、等离子业务及低 | | 投资者关系活动 | 氮燃烧业务。 | ...

Group 1: Technology Overview - The company's coal-ammonia co-firing technology achieved a 35% co-firing ratio in a 40MWth coal boiler, providing a feasible direction for CO2 reduction in coal-fired units [2][3] - The technology's market promotion will depend on factors such as cost, policy, and market demand, especially given the higher price of ammonia compared to coal [2] Group 2: Financial Impact and Market Conditions - The company faced operational pressure due to tight cash flow among major clients, resulting in a certain impact on market operations [3] - Approximately 70% of the company's transactions in the past two years were related-party transactions [3] Group 3: Market Expansion and Future Outlook - The expansion of overseas projects has been significantly impacted by the global pandemic and various uncontrollable factors [4] - The approval for new coal-fired power plants is limited and strictly controlled [4] Group 4: Business Development and Innovations - The company is enhancing its after-sales service capabilities, leading to increased customer satisfaction and a gradual rise in spare parts sales [4] - The company is actively responding to national carbon reduction policies by developing energy-saving transformation technologies for coal-fired units [5]

证券代码：300105 证券简称：龙源技 术 烟台龙源电力技术股份有限公司投资者关系活动记录表 编号： 2022-001 | --- | --- | --- | |----------------|--------------------------------------|-------------------| | | □特定对象调研 | □分析师会议 | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | 类别 | □新闻发布会 □路演活动 | | | | □现场参观 | 其他 以通讯方式 | | 参与单位名称 | 华泰证券研究部 2 人 | | | 时间 | 2022 年 1 月 18 日 | | | 地点 | —— | | | 上市公司接待人 | 证券部经理 黄大木 | | | 员姓名 | 证券事务代表 宫文静 | | | | 1 、龙源技术简要介绍公司情况。 | | | | 2 、公司海外项目涉及哪些业务？ | | | 投资者关系活动 | 答：主要为节油点火业务。 | | | 主要内容介绍 | | | | | 3 、海外项目结算货币是什么？ | | | | 答：一般为美元。 | | | ...

Market Overview - The company estimates that the current market capacity for flexibility transformation in coal-fired power plants is difficult to determine due to the unique requirements of each project [3] - The flexibility transformation market for coal-fired power plants is expected to peak during the "14th Five-Year Plan" period from 2023 to 2025 [3] Company Performance - In the first half of 2022, the company's various business orders exceeded those of the same period last year [3] - The plasma ignition business has maintained a stable trend, generating approximately 200 million [3] - The company reported that the plasma ignition business's market share is around 90%, with successful overseas applications [4] Technology and Innovation - The company's plasma ignition technology allows for coal-fired units to start without fuel oil and maintain low-load stable combustion [4] - The plasma ignition technology has evolved to its fourth generation, featuring lower costs, better economic efficiency, higher safety, and increased intelligence [4] - The company offers a range of energy-saving transformation products, including economizers, waste heat utilization, and boiler comprehensive transformations [5] Future Outlook - The company plans to focus on energy-saving and environmental protection technologies in coal-fired units while investing in renewable energy and low-carbon initiatives [5] - The company has sufficient funds and plans to invest in wind power, distributed photovoltaic, and geothermal energy in the future [5]