鼎汉技术顾庆伟：以新质生产力为引领，为人类绿色出行贡献鼎汉方案

Core Points - Beijing Dinghan Technology Group Co., Ltd. has been awarded the "Top 50 New Quality Productivity" honor in the 18th "China Listed Company Value Selection," recognizing its contributions to the "Strong Transportation Nation" initiative and its leading position in the development of new quality productivity in rail transit [1][2] - The company focuses on high-end manufacturing with a "1+N" business blueprint, emphasizing lightweight, intelligent, and green development in the rail transit sector, which is crucial for maintaining China's international technological leadership [2][4] - Dinghan Technology has made significant advancements in various fields, including signal power supply, vehicle air conditioning, and intelligent solutions, establishing itself as a renowned brand in the rail transit industry [2][4] Business Development - The company has successfully constructed three major business segments: ground electric equipment, vehicle electric equipment, and intelligent solutions, supported by a comprehensive after-sales service system [4][5] - Since becoming state-controlled in August 2021, Dinghan Technology has benefited from enhanced governance and strategic support from its major shareholder, Guangzhou State-owned Capital Management Co., Ltd., which has improved its operational efficiency and performance [4][5] - The company reported a 22% year-on-year increase in revenue and a 207% increase in net profit for the first half of 2024, with cash flow growth exceeding 1000% [4][5] Innovation and Technology - Dinghan Technology emphasizes technological innovation as a cornerstone for maintaining core competitiveness, with a focus on research and development in cutting-edge and disruptive technologies [5][6] - The company has established a research center for rail transit vehicle power supply, achieving breakthroughs in various testing capabilities, and holds a total of 200 patents, including 64 invention patents [5][6] - The company is advancing its R&D platform's digitalization and intelligence, incorporating AI and machine learning to enhance efficiency and product safety in rail transit systems [5][6] Market Opportunities - The demand for rail transit equipment is expected to grow significantly, driven by large-scale equipment updates and urbanization, providing a broad market space for Dinghan Technology [7][8] - The company is positioned to benefit from national infrastructure investments, with a reported fixed asset investment of 561.2 billion yuan in the railway sector, marking a 10.5% year-on-year increase [6][7] - Dinghan Technology plans to leverage opportunities from the dual carbon goals, new infrastructure, and the Belt and Road Initiative to enhance its technological development in AI, IoT, and energy-saving technologies [7][8]