小型智能化船舶
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调研速递|蠡湖股份接待中金银海基金等7家机构 详解氢能船舶布局与双轮驱动战略
Xin Lang Cai Jing· 2025-11-25 09:23
Core Viewpoint - Wuxi Lihu Lake Pressure Technology Co., Ltd. (referred to as "Lihu Co.") held a specific investor research event on November 24, focusing on the progress of its hydrogen energy ship business, new business expansion strategies, and developments in robot components [1][2]. Group 1: Hydrogen Energy Ship Business - The subsidiary Haida Qingneng Shipbuilding (Dalian) Co., Ltd. is focusing on "hydrogen-based energy ships" and "small intelligent ships," aiming to provide hydrogen energy power solutions and services for the development and construction of small intelligent ships [3]. - The company plans to target the inland hydrogen energy ship market and align with the trends of standardized, green, and low-carbon industries [3]. Group 2: New Business Expansion - The core strategy for new business expansion is deep collaboration with existing main businesses, focusing on two paths: exploring differentiated product demands from current industry clients and leveraging precision processing capabilities to enhance product quality [4]. - The company aims to drive product structure towards high-quality development while reinforcing the synergistic effects of its main business [4]. Group 3: Robot Components - The company is concentrating on two main aspects in the robot components sector: providing high-quality core basic components and precision machined parts based on its advantages in precision casting [5]. - Additionally, it plans to strategically invest in key areas with high technical barriers and significant R&D costs to establish a long-term competitive advantage [5]. Group 4: Mergers and Acquisitions - Mergers and acquisitions are viewed as a crucial development path, guided by a "technology + market" approach, focusing on identifying quality targets in the industry [6]. - The company intends to explore emerging industries such as new fuel technologies and new materials while ensuring stable operations of its main business [6]. - The dual strategy of "internal growth" and "external expansion" is emphasized, with both strategies being complementary and advancing in parallel [6].
蠡湖股份(300694) - 投资者关系活动记录表(2025年11月24日)
2025-11-25 08:14
Group 1: Company Overview and Product Focus - The subsidiary, Haida Qingneng Shipbuilding (Dalian) Co., focuses on "hydrogen-based energy ships" and "small intelligent ships," providing hydrogen energy power solutions and development services for small intelligent vessels, targeting the inland hydrogen ship market and green, low-carbon trends in inland shipping [2] Group 2: Business Expansion Strategies - The company's strategy for expanding into new business areas emphasizes deep collaboration with its main business, utilizing two main paths: exploring differentiated product demands from existing industrial clients and leveraging its precision processing capabilities to enhance product quality [3] Group 3: Robotics Component Development - The current focus in robotics components is on providing high-quality core components and precision machined parts, while also pursuing strategic equity investments to overcome technological barriers and establish long-term competitive advantages [3] Group 4: Mergers and Acquisitions Focus - Mergers and acquisitions are a key development path, with a focus on "technology + market" to identify quality targets in upstream and downstream sectors, particularly in new fuel technologies and emerging industries like new materials and precision processing [3] Group 5: Growth Strategy - The company adopts a dual strategy of "internal growth" and "external expansion" during its critical transformation phase, ensuring stable operations while leveraging capital operations for rapid development [3] Group 6: Information Disclosure Compliance - The company ensured that the investor relations activity complied with disclosure regulations, guaranteeing that the information shared was truthful, accurate, complete, timely, and fair, without involving any undisclosed significant information [3]