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调研速递|厚普股份接受投资者调研,固态储氢应用等要点披露
Xin Lang Zheng Quan· 2025-09-12 10:14
Core Viewpoint - The company held an online investor meeting to discuss its performance and future strategies, focusing on clean energy and hydrogen storage applications [1][2]. Group 1: Company Performance and Strategy - The company successfully applied solid-state hydrogen storage products in hydrogen two-wheelers, although specific pricing details were not disclosed [2]. - The company has established a comprehensive industrial chain in the natural gas vehicle sector, covering design, core component R&D, production, equipment integration, station construction, and after-sales service [2]. - The company aims to expand its clean energy business, including natural gas and hydrogen, while optimizing production efficiency and product quality [2]. Group 2: Technology and Innovation - The company has developed a dynamic knowledge graph for the CNG/LNG/hydrogen sectors, integrating data resources for self-evolving capabilities [2]. - The company is testing an AI initiative to create a knowledge matrix covering energy production, storage, transportation, and usage, aimed at reducing consulting costs and fostering an open industrial ecosystem [2]. Group 3: Legal and Financial Matters - The company is involved in ongoing litigation regarding the Lingstone project, with an appeal filed against the first-instance judgment, awaiting the second-instance court's decision [2]. - The company plans to address its financial needs through a public offering approved by the regulatory authority, which is currently progressing as scheduled [2].
厚普股份(300471) - 300471厚普股份投资者关系管理信息20250912
2025-09-12 09:41
Group 1: Business Operations and Market Position - The company has established a comprehensive industrial chain in the natural gas vehicle sector, covering design, core component R&D, production, equipment integration, station construction, and after-sales service [1] - The company has been actively involved in the hydrogen energy sector since 2013, developing solutions for hydrogen refueling [1][3] - The company is participating in multiple hydrogen production and storage projects, leveraging PEM hydrogen production technology for efficient hydrogen preparation [4] Group 2: Financial Performance and Challenges - The company reported a significant increase in revenue driven by rising demand for natural gas, supported by national industrial policies and a decline in natural gas prices [3] - The company is currently facing litigation related to the Lingstone project, with the first-instance judgment issued and an appeal filed, creating uncertainty regarding future financial impacts [4][5] - The company has experienced three consecutive years of losses, leading to a decline in stock price and market recognition [5] Group 3: Future Strategies and Investor Relations - The company aims to enhance its profitability and market value through quality improvement, cost reduction, and expansion into overseas markets [5] - The company is committed to transparent communication with investors, providing regular updates on strategic planning and business progress [5] - The company is in the process of a private placement approved by the China Securities Regulatory Commission, with ongoing efforts to address funding gaps [5]
四川正编制氢能产业中长期发展规划 强调因地制宜避免“内卷”
Mei Ri Jing Ji Xin Wen· 2025-04-24 12:01
每经记者 刘旭强 每经编辑 杨欢 今年3月,万亿规模国家创业投资引导基金的"点名"支持,让氢能储能这一前沿领域再度被关注。随着 氢能产业进入快速发展新阶段,各地支持绿氢产业发展的顶层设计和配套政策相继出台。 4月23日,由四川省经信厅主办的2025氢能产业大会暨四川省氢能产业链供需对接会在成都举行,四川 省经信厅二级巡视员罗明现场透露,四川正抓紧编制《四川省氢能产业中长期发展规划(2025—2035 年)》,进一步精准指导全省各地因地制宜发展氢能产业。 《每日经济新闻》记者注意到,自去年以来,四川支持氢能产业的政策频出。决心已明,政府和企业又 该如何合力破解氢能成本高、储运难等客观制约因素? 四川已形成氢气全产业链布局 万亿规模国家创投引导基金的"青睐",让氢能领域再度走到人们视线中央。 3月6日,国家发展改革委主任郑栅洁在全国两会经济主题记者会上表示,国家正在推动设立国家创业投 资引导基金——聚焦人工智能、量子科技、氢能储能等前沿领域,吸引带动地方、社会资本近1万亿 元。业内人士普遍认为,这一基金的注入,有望加速氢能储能相关技术创新和产业化进程。 在4月23日举行的2025氢能产业大会上,燃料电池权威专家、 ...