证券代码：300540 证券简称：蜀道装备 四川蜀道装备科技股份有限公司 投资者关系活动记录表 编号：2026-002 了坚实基础。 三、氢能产业交流内容 1、公司对氢能产业是如何总体规划的？ 回复：公司制定了清晰的氢能产业发展规划路径，以深低温液氢技术 为核、以庞大场景应用为驱、以开放产业合作为翼，目标构建覆盖全产业 链的研发制造能力和示范应用体系。公司作为蜀道集团氢能产业发展的牵 头单位和专业平台，依托自身深厚的深低温技术底蕴和蜀道集团广泛的应 用场景，在氢能产业起步阶段，紧密围绕国家及四川省的战略导向，开展 产业系统顶层规划，实现从技术储备到产业孵化的跨越。公司作为集团氢 能产业技术研发、业务拓展和投资建设的唯一牵头单位，牵头编制了《蜀 道集团氢能产业发展实施方案》，将氢能定位为培育新质生产力、推动产 业绿色转型的关键抓手。 2、公司的核心技术布局和产学研合作的情况？ 回复：核心技术布局：液氢方面，公司研发紧紧围绕深低温工程技术 的核心优势，早在2017年已申报并取得液氢相关专利，目前已具备5吨/天 氢液化装置的制造能力，并正在研发30吨/天的大规模液化技术，综合能 耗已达到国内领先水平；制氢方面，公司 ...

Group 1: Company Overview and Operations - Sichuan Shudao Equipment Technology Co., Ltd. is focusing on hydrogen fuel cell systems and components, with production expected to start in 2025 [2] - The company has made significant breakthroughs in frontier fields such as BOG helium extraction and hydrogen liquefaction, aligning with national "dual carbon" strategies [2][3] Group 2: Future Growth Drivers - The core business of deep cold gas equipment serves as a stable revenue source, while the company aims for transformation towards clean energy and industrial gas operations [4] - The company is leveraging partnerships, such as with Toyota, to develop a hydrogen fuel cell intelligent manufacturing base, projected to be operational by the end of 2025 [4] Group 3: Gas Operation Business Strategy - The company plans to become a comprehensive gas service provider, integrating technology R&D, equipment manufacturing, and investment operations [4] - Significant progress has been made in gas operation projects, including the successful launch of the Inner Mongolia Yahui helium extraction project [4] Group 4: Business Models and Market Opportunities - Gas operation models include on-site gas production for large clients and retail supply for smaller customers, providing stable cash flow through long-term contracts [5][6] - The industrial gas sector presents integration opportunities due to technological upgrades and domestic replacements, particularly for smaller enterprises lacking manufacturing capabilities [6]