SSET(SZ:300540) Ge Long Hui·2026-01-30 07:20Core Viewpoint - The company, Shudao Equipment, is making significant strides in the specialty gas sector, leveraging core technologies such as cryogenic separation, purification, and liquefaction to focus on high-purity and high-value-added gas businesses [1] Group 1: Business Developments - The company has established a substantial presence in the specialty gas field, with ongoing projects in various locations [1] - In Inner Mongolia, the company has built an LNG-BOG helium production facility capable of producing high-purity helium, which is applicable in sectors like semiconductors, optical fibers, medical, and research [1] - A nitrogen production project associated with a lithium iron phosphate plant in Mabi is aimed at serving high-end applications in new energy materials [1] Group 2: Hydrogen and Technology Advancements - The company currently possesses the manufacturing capability for a 5 tons/day hydrogen liquefaction unit and is developing a large-scale liquefaction technology for 30 tons/day [1] - The comprehensive energy consumption of the hydrogen liquefaction technology has reached a leading level in the domestic market [1] Group 3: Business Model and Future Plans - The business model is driven by a dual approach of "equipment + operation," which involves providing core equipment while also participating in gas production and sales [1] - The company plans to actively expand into niche areas such as electronic specialty gases and rare gases, aligning with national strategic needs to continuously enhance its specialty gas industry layout [1]