蜀道装备(300540.SZ)：已成功为国内商业发射企业交付关键设备

Core Viewpoint - The company is focusing on becoming a comprehensive supplier of commercial aerospace fuel and equipment, leveraging its expertise in cryogenic engineering and aligning with national strategic plans for emerging industries [1] Group 1: Business Focus - The company is participating in the commercial aerospace sector primarily as a high-end gas equipment supplier [1] - It has successfully delivered key equipment to domestic commercial launch enterprises, including liquid air separation devices and rocket propellant-grade liquid methane production units [1] Group 2: Strategic Development - The company is actively adjusting its business focus and industrial layout in line with the "14th Five-Year Plan" for emerging industries, identifying commercial aerospace energy equipment as a key development direction [1] - Future plans include extending its capabilities down the supply chain, transitioning from merely supplying equipment to providing gases, energy, and services [1] Group 3: Project Implementation - The company has supplied cryogenic propellants and high-purity gas production equipment to two domestic aerospace bases, with projects currently in the delivery or joint debugging phase [1]