证券日报网讯1月28日，三德科技（300515）在互动平台回答投资者提问时表示，公司严格按照相关法 律法规、规则要求进行信息披露，若触及业绩预告披露标准，公司将及时公告。 ...

Core Viewpoint - SanDe Technology (300515) is actively exploring business expansion opportunities and is open to various methods, including the introduction of external investors, although there are currently no specific plans in place [1] Group 1 - The company is considering business expansion strategies [1] - There is an openness to introducing external investors as part of the expansion approach [1] - No concrete plans for expansion have been established at this time [1]

Group 1 - The core viewpoint of the article highlights that SanDe Technology's products are primarily used for the analysis and intelligent management of coal quality indicators [2] - The company serves a diverse range of downstream customers across various industries, including thermal power, coal, metallurgy, chemicals, building materials, solid hazardous waste, testing, and research [2] - Major clients in the coal industry include leading enterprises such as China Shenhua, China Coal, Shaanxi Coal, and Jin Coal, indicating the company's strong market position [2]

Core Viewpoint - The company has experienced significant order growth in its unmanned intelligent equipment business, which is complex and involves multiple stages, leading to varying delivery cycles [1] Group 1: Order Growth and Delivery - The increase in orders is primarily driven by the unmanned intelligent equipment business [1] - The standard delivery cycle for this business typically ranges from 6 to 12 months [1] - The company has begun strategic stocking of key materials and general modules to ensure timely and stable project delivery as orders continue to grow [1] Group 2: Operational Updates - Starting from the fourth quarter of 2024, the unmanned intelligent equipment business has entered a phase of normalized delivery [1] - It is common for the company to have a higher volume of order deliveries in the second half of the year compared to the first half [1] - The current delivery progress is reported to be normal [1]

Group 1 - The company, SanDe Technology (300515), stated that the number of shareholders is not a mandatory disclosure under regulations, and therefore will not disclose this information on the interactive platform to ensure fairness [1] - The company will disclose the number of shareholders at specific points in time in its regular reports to ensure all investors receive equal information [1]

Core Viewpoint - Company has reported significant demand for its unmanned intelligent equipment in coal and steel industries, particularly from leading enterprises, indicating a strong market opportunity [1] Group 1: Industry Applications - Unmanned intelligent equipment is being applied in coal and steel industries, with notable projects won from major steel companies such as Baowu, Shougang, Ansteel, and Huazhong [1] - In thermal power plants, coal costs typically account for over 70% of operational expenses, making coal testing and fuel management critical [1] Group 2: Demand Dynamics - Thermal power enterprises are increasingly prioritizing coal testing and management, leading to a heightened demand for digital transformation and upgrades [1] - Investment in corresponding testing instruments or unmanned intelligent equipment is relatively low, thus less affected by industry prosperity or capital expenditure [1] Group 3: Sector Comparisons - In contrast, industries like steel and cement have a lower proportion of coal costs, making their demand for unmanned intelligent equipment more sensitive to industry conditions and capital expenditures [1]

Core Viewpoint - SanDe Technology announced on November 14 that its overseas business primarily focuses on analytical instruments due to differences in coal commodity commercialization, settlement models, and product standards in international markets [2] Company Summary - The company is currently exploring the possibility of exporting intelligent equipment, although the conditions for such exports are not yet fully mature [2] - SanDe Technology is experiencing rapid growth in its unmanned intelligent equipment business, which has become a second growth curve for the company [2] - The company aims to accumulate valuable market experience through the digital transformation of downstream industries such as thermal power, coal, and metallurgy, which will support future export efforts [2] Industry Summary - China is the largest producer and consumer of coal globally, with abundant application scenarios for coal detection intelligent equipment [2] - The ongoing digital upgrade in industries related to coal and metallurgy presents significant opportunities for the development and maturation of related products, technologies, and standards [2]

Group 1 - The core viewpoint of the article is that there is no absolute correlation between the demand for unmanned intelligent equipment and the capacity of coal-fired power units, with each coal power enterprise typically equipping at least one set of such equipment [1] - Practical experience indicates a positive correlation between the unit capacity and the sample volume for coal detection, but the configuration of unmanned intelligent equipment subsystems or modules is influenced by various factors [1] - Factors affecting the configuration include the complexity of coal sources, the form of coal delivery, on-site physical conditions, internal management requirements, and budget considerations [1]

Core Viewpoint - SanDe Technology announced on November 14 that its analytical instruments have long been successfully applied in the analysis and testing of non-coal samples such as coke, biomass, solid hazardous waste, cement black raw materials, and heavy oil [1] Group 1 - The company has achieved orders for its unmanned intelligent equipment products in the solid hazardous waste sector [1] - The company is also conducting research projects in other non-coal fields [1]

Core Viewpoint - SanDe Technology announced on November 14 that it has fully provided for asset impairment related to overdue financial products purchased in 2023, based on a principle of prudence [1] Group 1 - The company has been closely monitoring the situation regarding the overdue financial products and has not yet received any redemption payments [1] - There are no new developments that require disclosure at this time [1]