Core Viewpoint - Lansi Heavy Industry is actively advancing its transition to renewable energy, recently winning a significant contract for a compressed air energy storage project valued at 99.96 million yuan [1][2]. Group 1: Company Developments - Lansi Heavy Industry has officially entered the renewable energy market since 2021, focusing on sectors such as photovoltaic polysilicon, nuclear energy, and hydrogen energy [1][4]. - The company has invested nearly 700 million yuan in research and development from 2022 to 2024, leading to continuous revenue growth [1][5]. - Revenue has increased from 4.037 billion yuan in 2021 to 5.791 billion yuan in 2024, with net profit showing fluctuations, reaching 156 million yuan in 2023 [1][5]. Group 2: Recent Contracts and Projects - The company has secured a contract for the "China Power Construction Corporation's" compressed air energy storage project, which will utilize advanced storage technology and is expected to drive local energy storage industry development [2][3]. - Lansi Heavy Industry will provide various storage tanks and associated equipment for the project, marking its largest single order in the compressed air storage sector [2][3]. Group 3: Research and Innovation - The company has made significant strides in the energy storage field, with its high-temperature molten salt storage system entering the market promotion phase [3]. - Lansi Heavy Industry is also expanding its hydrogen energy initiatives, with plans to establish a comprehensive hydrogen production and storage facility by 2024 [3][4]. - The company has signed contracts for hydrogen production equipment projects in Saudi Arabia, indicating its growing international presence [3]. Group 4: Financial Performance - Financial reports indicate that Lansi Heavy Industry's revenue has consistently grown over four years, with a notable increase in the first quarter of 2025, achieving 1.412 billion yuan, a 52.3% year-on-year growth [5]. - The net profit for the first quarter of 2025 was 14.55 million yuan, reflecting a 56.08% decrease compared to the previous year [5]. - The company has completed 37 technology transfer projects, generating orders worth 780 million yuan [5].

据悉，中电建肥城2x300MW盐穴压缩空气储能电站项目采用国内首套基于新一代储能理念设计的先进 储能方式，系统储能及发电效率高，设备有效利用率超过常规储能系统。项目建成投产后将成为当地打 造千万千瓦级"储能之都"的重要引擎，推动新型储能技术产业化跨越式发展。兰石重装将为该项目提供 储热水罐(球罐、立式罐)及其附属设备包含冷热水球罐、定压罐、大型柱罐及换热器等设备及工艺系统 集成。 6月6日晚间，兰石重装发布公告称，公司近日收到中国电力建设股份有限公司采购中心发来的《中标通 知书》，公司中标中电建(肥城)新能源有限公司招标的"中国电建（601669）中电建肥城2×300MW(一 期)盐穴压缩空气储能电站储热水罐及其附属设备项目"，中标价格为9996万元。 本报讯(记者刘欢)在全球能源结构转型与"双碳"目标大背景下，兰州兰石重型装备股份有限公司(以下简 称"兰石重装（603169）")紧抓市场机遇，持续推动转型升级，加力发展核能、氢能、光热、储能、高 温合金新材料等新能源产业，市场开拓不断取得新突破。 兰石重装相关负责人表示，该项目是公司在熔盐储能、波浪能发电储能、氨氢耦合储能领域实现系统集 成设计及关键装备市场 ...

Core Viewpoint - The company has received a bid notification for a project from China Power Construction Corporation, which is expected to positively impact its financial performance in 2025 [1][2]. Group 1: Project Details - The project is titled "China Power Construction 2×300MW (Phase I) Salt Cavern Compressed Air Energy Storage Power Station Heat Storage Tank and Auxiliary Equipment Project" [1]. - The bid amount for the project is 99.96 million yuan [1]. - The project is managed by China Power Construction (Feicheng) New Energy Co., Ltd., which has a registered capital of 5 million yuan and focuses on power generation, transmission, and emerging energy technology research [1][2]. Group 2: Impact on the Company - The bid amount represents 1.73% of the company's audited revenue for the year 2024, indicating a significant contribution to the company's financials [2]. - The project is expected to have a positive impact on the company's operating performance for the year 2025, with specific amounts to be confirmed by the annual audit report [2]. - The project will not affect the company's independence, as it will not create a dependency on the client or owner [2].

兰石重装（603169）公告，公司近日收到中国电建（601669）肥城2×300MW(一期)盐穴压缩空气储能 电站储热水罐及其附属设备项目的中标通知书，中标金额为9996万元，占公司2024年度经审计营业收入 的1.73%。该项目预计将对公司2025年度经营业绩带来积极影响，具体金额以会计师事务所出具的年度 审计报告为准。 ...