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蜀道装备:上半年营收和净利润双增长
Zhong Zheng Wang· 2025-08-27 02:33
交通服务装备制造业务方面,公司加快产品开发力度,成功开发配电设备新产品品类,并完善充电桩产 品品类覆盖;持续发掘市场需求,推动公司配电柜、充电桩等机电产品在产业协同中建立常态化供应渠 道,为后续的市场开拓奠定坚实基础。 气体运营业务方面,工业气体领域,公司持续为四川蜀能矿产有限责任公司提供氮气供应相关设备租赁 和运维管理服务,同时与蜀道集团内部单位开展氧、氩、二氧化碳、高纯氩等工业气体合作。特种气体 领域,全面保障内蒙古雅海BOG提氦项目的稳供保供服务,确保项目运行稳定。高原氧设备产品类领 域,承建阿坝县首个光伏制氧项目—莲宝叶则高原酒店供氧系统,创新采用"集中制氧+智慧供氧"系统 解决方案,为旅客构建起海拔3300米的生命健康保障体系;完成小型医用吸氧器的市场调研与销售拓 展;积极推进蜀道集团内部产业协同单位在制氧设备产品的购销合作,拓展应用场景。 清洁能源业务方面,LNG业务领域,公司持续深化与现有上游液厂及下游终端客户的合作,积极拓展 新的上下游资源,保障供应链稳定畅通;积极拓展LNG以外的其他清洁能源销售业务,丰富业务品 类。氢能业务领域,公司配合蜀道集团完成《氢能铁路示范应用项目建议书》编制,配合蜀 ...
蜀道装备(300540) - 投资者活动记录表(2025年06月05日)
2025-06-05 13:28
Company Overview - The company introduced its development history, competitive advantages, and the layout of its four major business segments [2] - The strategic focus for 2025 includes enhancing core business, ensuring steady growth, and leveraging resources from the Shudao Group [2] Financial Performance - The company aims for continuous revenue growth, with a focus on "transformation, innovation, internal growth, and external expansion" [2] - The gross margin for 2024 is expected to improve due to comprehensive cost control measures, optimizing cost structure, and enhancing operational efficiency [3] - New signed contracts from 2021 to 2024 were approximately CNY 245 million, CNY 899 million, CNY 1.003 billion, and CNY 1.335 billion respectively, indicating a significant increase in order volume [4] Business Development - The company provides extraction and storage equipment for various gases, including helium and nitrogen, based on its expertise in cryogenic technology [4] - Recent projects, such as the Inner Mongolia Yahui Helium Project and Shuneng Mabei Nitrogen Project, have contributed to new growth momentum [4] - As of the end of 2024, the company and its subsidiaries hold 132 authorized patents, including 40 invention patents and 92 utility model patents [4] Joint Ventures and Collaborations - A joint venture with Shudao Group and Toyota was approved on April 14, 2025, to establish a fuel cell stack production line in Chengdu [5][6] - The project aims to integrate the supply chain for hydrogen energy technology and promote local production and commercialization [6] Hydrogen Energy Initiatives - The company is actively developing liquid hydrogen locomotive technology and collaborating with leading industry players [7] - A research plan is being formulated for the design and production of liquid hydrogen devices and onboard storage tanks [7] Compliance and Communication - The company adheres to information disclosure regulations, ensuring that all communications with investors are accurate, complete, and timely [7]