证券日报网讯 12月15日，三德科技在互动平台回答投资者提问时表示，公司近年来的订单增量主要由 无人化智能装备业务贡献，该业务构成复杂、涉及环节众多，且有工程化和定制化属性，其交付周期存 在一定差异，标准交付周期一般为6至12个月。随着无人化智能装备业务订单的持续增长，公司为保障 项目交付的及时性与稳定性，相应提前进行关键物料与通用模块的战略备货，自2024年第四季度开始， 公司无人化智能装备业务已进入常态化交付阶段。基于行业特性，通常公司下半年的订单交付量多于上 半年，目前交付进度正常。 （编辑 丛可心） ...

证券日报网讯 12月5日，三德科技（300515）在互动平台回答投资者提问时表示，股东人数问题不属于 规则规定的强制披露范围，为遵循公平原则，公司不在互动平台上披露该信息，敬请谅解。为保证所有 投资者平等获悉公司信息，公司会在定期报告中披露对应时点的股东人数。 ...

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]

Group 1 - SanDe Technology (SZ 300515) announced that it will accept investor research from November 12 to November 13, 2025, with participation from the company's Deputy General Manager and Board Secretary, Tang Fangdong, and Securities Affairs Representative, Deng Yixin [1] - For the year 2024, SanDe Technology's revenue composition is entirely from the instrumentation and meter industry, accounting for 100.0% [1]

Core Insights - The company has successfully applied its analytical instruments in various non-coal sample testing areas, including coke, biomass, solid hazardous waste, and cement black raw materials [1] - The company has achieved order fulfillment for its unmanned intelligent equipment in the solid hazardous waste sector [1] - The company is actively pursuing research projects in other non-coal fields and is continuously expanding the application scenarios of its products [1]

Group 1 - The core viewpoint of the article highlights that SanDe Technology has signed contracts with unfulfilled performance obligations amounting to over 800 million yuan, primarily related to unmanned intelligent equipment orders [1] - The demand for unmanned intelligent equipment is strong due to the clear trend of digital transformation and upgrading in industries such as thermal power, coal, and steel [1] - The new orders signed in 2025 are expected to reach a historical high for the same period, aligning with the company's annual management goals [1] Group 2 - The company maintains a cautiously optimistic outlook on the sustainability of its unmanned intelligent equipment business, considering the significant potential for existing upgrades and the continuous increase in new coal power projects [1]