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三德科技:在手订单超8亿元,无人化智能装备需求可持续

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]