天眼查App显示，近日，蜀道丰田氢能科技（四川）有限公司成立，法定代表人为胡圣厦，注册资本 2.36亿人民币，经营范围包括电池制造、电池销售、汽车零配件批发、电动汽车充电基础设施运营等。 股东信息显示，该公司由丰田汽车公司、蜀道装备、蜀道投资集团有限责任公司共同持股。 ...

Core Viewpoint - The collaboration between Shudao Equipment and Toyota focuses on hydrogen energy technology, particularly in heavy-duty trucks and other applications, with a joint venture established to enhance production capabilities in this sector [1][4]. Group 1: Joint Venture Details - The joint venture, named Shudao Toyota Hydrogen Energy Technology (Sichuan) Co., Ltd., was officially registered on July 28, with a registered capital of 236 million yuan [2]. - Shudao Equipment holds a 45% stake in the joint venture, while Toyota holds 50%, and Shudao Group holds 5% [2]. - The joint venture aims to produce hydrogen fuel cell systems, stacks, and components, and is in the process of forming an independent R&D team [2][5]. Group 2: Production and Market Focus - The production line for the hydrogen fuel cell project is being established in Chengdu, with plans for local production of related products [2][5]. - The joint venture will focus on the large-scale application of hydrogen energy in heavy-duty trucks and expand into hydrogen power generation [2][4]. Group 3: Strategic Importance - Toyota's interest in collaborating with Shudao Equipment is driven by the latter's technological capabilities in hydrogen energy and the logistical advantages of Sichuan [4]. - The project aligns with Sichuan's long-term development plans for the hydrogen industry, which include significant targets for hydrogen fuel cell vehicle deployment by 2027 [6].

Group 1 - Toyota has become more aggressive in the Chinese market, particularly in the hydrogen energy sector, by establishing a joint venture with Shudao Equipment and Shudao Investment Group [1] - The joint venture, Shudao Toyota Hydrogen Energy Technology (Sichuan) Co., Ltd., has a registered capital of 236 million yuan, with Toyota holding 50% of the shares [1][2] - The joint venture will focus on the production, sales, and development of hydrogen fuel cell systems and components, with plans to establish a local production line in Chengdu [1][2] Group 2 - The fuel cell production line project is progressing well, with site selection and overall design completed, and is expected to be operational by Q4 2025 [2] - The primary application for hydrogen fuel cells is in heavy-duty trucks, with the joint venture also targeting low-altitude drones and energy storage [2] - Toyota showcased its hydrogen fuel cell systems at the 7th China International Import Expo, introducing the TL Power300 fuel cell system designed for heavy-duty logistics [2] Group 3 - Toyota is exploring the "hydrogen exchange" model to facilitate hydrogen refueling for commercial vehicles, especially in areas with underdeveloped refueling infrastructure [3] - A strategic cooperation agreement was signed between Toyota and Shenneng Co. to explore the use of nickel-hydrogen batteries in energy storage applications [3] - Toyota's subsidiary, Prime Planet Energy & Solutions, is investing 3.7 billion yuan in a new electric vehicle battery production project in Dalian [3] Group 4 - A strategic cooperation agreement was signed between the Shanghai government and Toyota, leading to the establishment of a Lexus electric vehicle and battery R&D company in Jinshan District, Shanghai [4] - The Lexus electric vehicle project is expected to be completed by August 2026, with an annual production capacity of 100,000 units [4] - In the first half of the year, Toyota's sales in China reached 837,700 units, a year-on-year increase of 6.8%, making it the first Japanese automaker to surpass 25 million cumulative sales in China [4]

Core Viewpoint - The collaboration between Shudao Equipment and Toyota has progressed with the establishment of a joint venture focused on hydrogen energy applications, particularly in heavy-duty trucks and other sectors [1][2]. Group 1: Joint Venture Details - The joint venture, named Shudao Toyota Hydrogen Energy Technology (Sichuan) Co., Ltd., was officially registered with a capital of 236 million yuan, with Shudao Equipment holding 45%, Shudao Group 5%, and Toyota 50% [2]. - The joint venture will engage in the production, sales, and after-sales service of hydrogen fuel cell systems and components, and is in the process of forming an independent R&D team [2][3]. - The production line for hydrogen fuel cells is being established in Chengdu, aiming for localized production [2][3]. Group 2: Market Focus and Applications - The primary application for hydrogen energy batteries is currently in heavy-duty trucks, with plans to also target low-altitude economic drones and energy storage [1][2]. - The joint venture aims to leverage the Chengdu-Chongqing hydrogen corridor to promote the large-scale application of hydrogen energy in heavy-duty trucks and expand into hydrogen power generation [2]. Group 3: Project Timeline and Development Goals - The joint venture's fuel cell production line is expected to be completed and operational by the fourth quarter of 2025 [3]. - The project is part of a broader strategy to integrate hydrogen energy technology into transportation infrastructure and vehicles, enhancing the hydrogen industry's development in Sichuan [3]. Group 4: Regional Policy Support - Sichuan Province has introduced supportive policies for hydrogen energy development, including a long-term development plan aiming for significant advancements in hydrogen fuel cell vehicle applications by 2027 [4][5]. - The plan includes goals for the promotion of over 4,000 hydrogen fuel cell vehicles and the establishment of hydrogen refueling stations, positioning Sichuan as a key player in the national hydrogen energy landscape [4][5].

分组1 - Shijia Photon reported a revenue of 993 million yuan for the first half of the year, a year-on-year increase of 121.12% [1] - The net profit attributable to shareholders reached 217 million yuan, reflecting a significant year-on-year growth of 1712% [1] - The company has successfully developed new products for data centers and AI computing, including high-power CWDFB lasers and high-temperature FAU devices [1] 分组2 - Hunan Tianyan announced that China Changan Automobile has become its indirect controlling shareholder after a division of the Weaponry Equipment Group [2] - Following the division, China Changan Automobile holds 37.25% of Hunan Tianyan through Chen Zhi Group, maintaining the actual controller as the State-owned Assets Supervision and Administration Commission [2] 分组3 - Dong'an Power stated that its indirect controlling shareholder has changed to China Changan Automobile after the division of the Weaponry Equipment Group [2] - China Changan Automobile now holds 50.93% of Dong'an Power's total shares through Chen Zhi Group [2] 分组4 - Wantong Intelligent signed an exclusive authorization agreement with Shanghai Shenming Aosi Semiconductor Technology, allowing it to produce and sell boards based on the Fellow 1 model chip for five years [3] - This collaboration is expected to positively impact the company's future operations and aligns with its long-term development strategy [3] 分组5 - WuXi AppTec plans to adjust the upper limit for its share repurchase price from 90.72 yuan to 114.15 yuan per share [4] 分组6 - Xinya Electronics reported that the revenue from high-frequency and high-speed copper cable connectors accounted for only 3.31% of its total revenue as of the 2024 annual report [5] - The company experienced abnormal stock trading fluctuations with a cumulative price deviation exceeding 20% over three consecutive trading days [5] 分组7 - Huajin Technology plans to acquire 6% of Crystal Integrated's shares for a total price of 2.393 billion yuan, with a transfer price of 19.88 yuan per share [6] - This transaction does not constitute a related party transaction or a major asset restructuring [6] 分组8 - Fangbang Co. reported that the sales revenue from its peelable copper products accounted for less than 0.3% of its main business revenue in the first half of the year [8] - The company is monitoring potential market demand increases due to the adoption of CoWoP technology by leading overseas companies [8]

Core Viewpoint - The company, Shudao Equipment, has announced the establishment of a joint venture with Shudao Investment Group and Toyota Motor Corporation, which has received regulatory approval and completed registration [2] Group 1 - The fourth meeting of the fourth board of directors was held on March 26, 2025, where the proposal for the joint venture was approved [2] - The joint venture will be funded through cash contributions from the involved parties [2] - The joint venture has successfully passed domestic and international business concentration reviews and has obtained a business license from the Chengdu Qingbaijiang District Market Supervision Administration [2]

蜀道装备（300540）今日盘后发布公告称，公司与蜀道投资集团有限责任公司、丰田汽车公司拟成立的 合资公司已取得工商营业执照，公司名称为"蜀道丰田氢能科技（四川）有限公司"。 按照规划，该合资公司将在成都市青白江区建设氢燃料电池系统生产线，实现氢燃料电池（FC）系 统、FC电堆及关键核心零部件的研发、生产、销售、售后服务，打造氢燃料电池智能制造基地。该项 目计划2025年第四季度建成投产。 公司表示，在技术研发方面，合资公司正在组建独立的研发团队，逐步构建自主产品研发及迭代能力； 在生产制造方面，合资公司在成都建设生产线，实现氢燃料电池系统及相关产品的本地化生产；在市场 拓展方面，以成渝氢走廊丰富应用场景为牵引，重点推进氢能重卡规模化应用，同时积极拓展合资公司 产品在氢能发电等领域的推广应用。（全景网） 图\蜀道丰田氢能科技（四川）有限公司工商登记信息 来源：公司公告（局部） ...

证券代码：300540 证券简称：蜀道装备 公告编号：2025-042 四川蜀道装备科技股份有限公司 关于对外投资设立合资公司完成工商登记的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 四川蜀道装备科技股份有限公司（以下简称"公司"）于 2025 年 3 月 26 日召开第 四届董事会第四十二次会议审议通过了《关于与蜀道集团、丰田汽车公司共同投资设立 合资公司暨关联交易的议案》，同意公司与蜀道投资集团有限责任公司、丰田汽车公司 以现金出资的方式，共同设立合资公司。具体内容详见公司 2025 年 3 月 28 日刊登于巨 潮资讯网（http://www.cninfo.com.cn）《关于与蜀道集团、丰田汽车公司共同投资设 立合资公司暨关联交易的公告》（公告编号：2025-008）。 一、工商登记情况 近日，合资公司通过国内外经营者集中审查，完成了工商注册登记手续并取得了成 都市青白江区市场监督管理局颁发的《营业执照》，具体信息如下： 1、公司名称：蜀道丰田氢能科技（四川）有限公司 2、类型：有限责任公司（外商投资、非独资） 3、统一社会信用代码：9151 ...

Core Viewpoint - The joint venture company, Shudao Toyota Hydrogen Energy Technology (Sichuan) Co., Ltd., has completed its business registration, marking a significant step in the collaboration between Shudao Equipment, Shudao Investment Group, and Toyota Motor Corporation in the hydrogen fuel cell sector [1] Group 1: Joint Venture Details - The registered capital of the joint venture is 236 million yuan [1] - The joint venture will engage in the production, sales, after-sales service, and development of hydrogen fuel cell systems, fuel cell stacks, and components [1] - The fuel cell production line project has completed site selection and overall design work for the factory [1] Group 2: Future Outlook - The joint venture is expected to commence production by the fourth quarter of 2025 [1]

Industry Overview - The liquid ammonia storage tank is a specialized equipment for storing and transporting liquid ammonia, with a history dating back to the late 19th century. Its development has been driven by advancements in chemical industry and increasing demand in agriculture, medicine, and food sectors [1][4][14] - The market size of China's liquid ammonia storage tank industry is projected to reach approximately 7.788 billion yuan in 2024, representing a year-on-year growth of 10.12% [1][14] - The first phase of the world's largest green hydrogen ammonia project, with an initial capacity of 320,000 tons, was officially put into operation on July 8, 2025. This project includes a milestone liquid ammonia storage tank project that is the first large-scale low-temperature tank for storing green ammonia globally [1][14] Industry Development Background - The demand for liquid ammonia has been increasing, with production expected to grow from 45.51 million tons in 2018 to 62.10 million tons in 2024, reflecting a compound annual growth rate of 5.32% [7] - The growth in liquid ammonia production has spurred the demand for specialized storage equipment, leading to rapid technological advancements in liquid ammonia storage tanks [7] Industry Chain - The upstream of the liquid ammonia storage tank industry includes raw materials and equipment, such as special steel, low-temperature alloys, insulation materials, sealing materials, and welding materials. The core equipment includes compressors, refrigeration units, and safety valves [10] - The midstream involves the production and manufacturing of liquid ammonia storage tanks, while the downstream applications span across chemical, construction, aerospace, biomedical, and environmental sectors [10] Industry Trends - The trend towards larger liquid ammonia storage tanks is driven by increasing production capacity and import/export demands. The industry is moving towards 50,000-ton capacity tanks to reduce land use and operational costs [22] - The integration of smart technologies, such as IoT sensors and AI monitoring systems, is enhancing safety and efficiency in the liquid ammonia storage tank sector [23] - The green transformation of liquid ammonia storage tanks is essential, focusing on low-energy, corrosion-resistant materials and the adoption of BOG recovery systems to minimize carbon emissions [24] Key Companies - Major companies in the liquid ammonia storage tank market include CIMC Enric, Blue Science and Technology, and various domestic manufacturers that dominate the mid to low-end market, while international brands focus on high-end large storage tanks [15][18][20]