证券代码：300540 证券简称：蜀道装备 公告编号：2025-044 一、重要提示 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 √不适用 公司计划不派发现金红利，不送红股，不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 二、公司基本情况 □是 √否 ■ 3、公司股东数量及持股情况 单位：股 ■ 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 1、公司简介 ■ 2、主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 前10名股东及前10名无限售流通股股东因转融通出借/归还原因导致较上期发生变化 □适用 √不适用 公司是否具有表决权差异安排 □是 √否 4、控股股东或实际控制人变更情况 控股股东报告期内变更 □适用 √不适用 公司报告期控股股东未发生变更。 实际控制人报告期 ...

智通财经APP获悉，8月26日，中国证监会发布《关于国鸿氢能科技(嘉兴)股份有限公司境内未上市股份"全流通"备案通知书》。根据备案通知书，国鸿氢能 (09663)12名股东拟将所持合计41,303,978股境内未上市股份转为境外上市股份，并在香港联合交易所上市流通。公司自本备案通知书出具之日起12个月内未 完成股份转换，拟继续推进的，应当更新备案材料。 | 序号 | 股东名称 | 甲信 流 | | --- | --- | --- | | 1 | 共青城水大鱼大科技产业投资中心(有限合伙) | | | 2 | 共青城氢鸿新能源产业投资合伙企业(有限合伙) | | | 3 | 陕西星璨善美零碳股权投资基金合伙企业(有限合伙) | | | 4 | 珠海横琴卓能股权投资合伙企业(有限合伙) | | | 5 | 重庆渝氢私募股权投资基金合伙企业(有限合伙) | | 根据弗若斯特沙利文的资料，公司为中国氢燃料电池行业市场的领先企业，(i)按氢燃料电池电堆出货量计，自2017年至2022年连续六年公司均排名第一， (ii)按氢燃料电池系统销售价值计，公司于2022年排名第一及(iii)按氢燃料电池系统销售量计，公司于202 ...

Core Viewpoint - The collaboration between Shudao Equipment and Toyota has progressed with the establishment of a joint venture focused on hydrogen energy applications, particularly in heavy-duty trucks and other sectors [1][2]. Group 1: Joint Venture Details - The joint venture, named Shudao Toyota Hydrogen Energy Technology (Sichuan) Co., Ltd., was officially registered with a capital of 236 million yuan, with Shudao Equipment holding 45%, Shudao Group 5%, and Toyota 50% [2]. - The joint venture will engage in the production, sales, and after-sales service of hydrogen fuel cell systems and components, and is in the process of forming an independent R&D team [2][3]. - The production line for hydrogen fuel cells is being established in Chengdu, aiming for localized production [2][3]. Group 2: Market Focus and Applications - The primary application for hydrogen energy batteries is currently in heavy-duty trucks, with plans to also target low-altitude economic drones and energy storage [1][2]. - The joint venture aims to leverage the Chengdu-Chongqing hydrogen corridor to promote the large-scale application of hydrogen energy in heavy-duty trucks and expand into hydrogen power generation [2]. Group 3: Project Timeline and Development Goals - The joint venture's fuel cell production line is expected to be completed and operational by the fourth quarter of 2025 [3]. - The project is part of a broader strategy to integrate hydrogen energy technology into transportation infrastructure and vehicles, enhancing the hydrogen industry's development in Sichuan [3]. Group 4: Regional Policy Support - Sichuan Province has introduced supportive policies for hydrogen energy development, including a long-term development plan aiming for significant advancements in hydrogen fuel cell vehicle applications by 2027 [4][5]. - The plan includes goals for the promotion of over 4,000 hydrogen fuel cell vehicles and the establishment of hydrogen refueling stations, positioning Sichuan as a key player in the national hydrogen energy landscape [4][5].

Core Insights - The hydrogen energy industry in Shaanxi is rapidly developing, with over 100 hydrogen enterprises established, and the total industry output value expected to exceed 4 billion yuan this year [1] - The first fully automated hydrogen fuel cell stack production line in Northwest China has been launched, enabling domestic production of hydrogen fuel cell stacks that were previously monopolized by foreign companies [2] - Significant cost reductions in hydrogen storage and transportation have been achieved, with new technology lowering the cost from 23.3 yuan per kilogram to below 11 yuan [3] Industry Development - The "14th Five-Year Plan" for hydrogen energy industry development in Shaanxi is being implemented, promoting large-scale demonstration applications of hydrogen energy in various sectors such as public transport and logistics [4] - The first hydrogen energy bus line in Shaanxi has been launched, showcasing the practical application of hydrogen energy in public transportation [5] - Hydrogen-powered assistive bikes are being used in tourist areas, demonstrating the versatility of hydrogen energy applications [6] Ecosystem Construction - A complete hydrogen energy industry chain is being established in the Yulin High-tech Zone, integrating hydrogen production, storage, refueling, and application [7] - The first international joint laboratory for hydrogen energy in Shaanxi has been established, focusing on new hydrogen storage materials and AI-assisted design [7] - The strategic layout of "one core leading, two axes connecting, and three centers supporting" is being implemented to strengthen the hydrogen energy industry in Shaanxi [8][9] Future Projections - By 2025, Shaanxi aims to achieve an annual high-purity hydrogen production capacity of 50,000 tons, with over 200 hydrogen enterprises and a core component output value of around 1 billion yuan [11] - By 2030, a comprehensive hydrogen energy technology innovation system and green hydrogen preparation and supply system are expected to be established, supporting carbon peak goals [11]

Core Insights - The hydrogen energy industry in Shaanxi is rapidly developing, with over 100 hydrogen enterprises established in the province, and the total industry chain output value expected to exceed 4 billion yuan this year [1][4] - The 2025 Hydrogen Energy Specialized Competition is being held in Shaanxi, showcasing the collaboration of government, industry, academia, and finance to accelerate hydrogen technology transformation and industrial upgrading [1][5] Industry Development - The hydrogen fuel cell stack production line in Shaanxi has achieved autonomy in materials, research, and production, with a capacity of 2,000 units per year and a potential output value of approximately 300 million yuan [2][3] - The cost of traditional high-pressure hydrogen storage is 23.3 yuan per kilogram, while new technology can reduce this to below 11 yuan, facilitating safer transportation of hydrogen [3] Policy and Infrastructure - Shaanxi's "14th Five-Year" hydrogen industry development plan aims to establish a complete supply chain and industry system by 2025, with a target industry scale exceeding 100 billion yuan [4][7] - The establishment of hydrogen energy standardization committees in Shaanxi and Xi'an is intended to coordinate technological resources and promote the application of hydrogen energy [3][7] Collaborative Initiatives - The international hydrogen energy joint laboratory involving Shaanxi Hydrogen Energy, Xi'an Jiaotong University, and Serbia aims to research new hydrogen storage materials and AI-assisted hydrogen energy systems [5] - The development of a complete hydrogen energy industry chain in Yulin, Shaanxi, is underway, focusing on hydrogen production, storage, refueling, and application [5][6] Future Projections - By 2025, Shaanxi is expected to have a hydrogen production capacity of 50,000 tons per year and over 200 hydrogen enterprises, with the core components of the hydrogen energy industry projected to generate an output value of 1 billion yuan [7]

Core Viewpoint - Inner Mongolia's Baotou City is focusing on the development of hydrogen energy and energy storage industries, leveraging a "chain leader" approach to create a comprehensive industrial ecosystem [1][2][4]. Group 1: Industry Development - Baotou's hydrogen energy storage industrial park is witnessing rapid project advancements, with multiple production lines nearing completion, including 5,000 sets of fuel cell stack assembly lines and 250 MW PEM electrolyzer production lines [2][3]. - The total investment for the energy storage system assembly project by Inner Mongolia Yuanjing Mengxin Group is 500 million yuan, with an expected annual output value of approximately 2 billion yuan [3]. - The establishment of a complete industrial chain is underway, integrating core technologies from catalysts to fuel cell stacks and energy storage systems [4][5]. Group 2: Economic Impact - The four production lines in the hydrogen energy sector are projected to generate a total output value of 1 billion yuan upon completion [2]. - The Baotou area is expected to attract significant investments, with 84 major projects planned for 2025, totaling an investment of 77.98 billion yuan [7][8]. - The local government is providing comprehensive support to enterprises, enhancing confidence and accelerating project implementation [7]. Group 3: Future Plans - Baotou aims to strengthen project management and ensure the smooth execution of major projects, focusing on the hydrogen energy sector as a key area for growth [8]. - The region is positioning itself as a leader in the hydrogen energy industry, with plans for full-chain layout and cluster development [8].

Group 1 - The Shaanxi Automobile New Energy Intelligent Factory is actively engaged in the production of heavy-duty trucks, showcasing advanced manufacturing capabilities [1][2] - The factory's intelligent tire automated assembly workstation utilizes a visual positioning system with a precision of 0.02 mm, enabling fully automated tire assembly with an annual capacity of 50,000 heavy truck chassis and 100,000 vehicle cabins [2] - The assembly line boasts an automation rate exceeding 70%, allowing for the simultaneous assembly of over 10 different vehicle models, making it one of the most versatile production lines in the domestic heavy truck sector [3] Group 2 - The Xi'an Xuhydrogen Times Technology Co., Ltd. operates the first fully automated hydrogen fuel cell stack production line in Shaanxi, which recently underwent an upgrade [3][4] - The third-generation hydrogen fuel cell stack product is expected to be released within the year, with a rated power of 150 kW and a power density of 4.1 kW/L, capable of producing 2,000 units annually to meet the demand of 1,000 hydrogen heavy trucks [4]

Group 1 - The core idea emphasizes the transition to green energy and products, linking emerging industries through green initiatives to achieve better structural development and efficiency [1][2] - The region of Ordos, Inner Mongolia, is heavily reliant on coal, with proven coal reserves of 56 billion tons and an annual production capacity of approximately 210 million tons, necessitating a shift towards green transformation due to increasing mining subsidence areas [1][2] - The local government aims to leverage existing advantages in coal chemical technology and abundant renewable resources to facilitate a proactive approach to industrial transformation [1][2] Group 2 - The coal industry is evolving from a traditional model of "digging coal and selling coal" to a more integrated approach, where coal is converted into various products such as liquefied natural gas and fuels, enhancing the value chain [2] - The establishment of a zero-carbon park in the Ordos Mengsu Economic Development Zone showcases the integration of renewable energy sources like solar and wind power, contributing to a clean and efficient energy system [2] - The region has successfully implemented green mining practices, with 47 green mines established and a reclamation rate of 96.85% for open-pit coal mines, demonstrating a commitment to ecological restoration and sustainable development [3]

Group 1 - Dalian has been approved as a national demonstration city for fuel cell vehicles, becoming the only selected city in Liaoning Province, with Jinpu New Area as a key hub for hydrogen industry innovation and high-end equipment manufacturing [1] - New Research Hydrogen Technology Co., Ltd. has established a leading hydrogen technology R&D and production base, with an investment exceeding 20 million yuan, achieving an annual production capacity of 2,000 hydrogen fuel cell stacks and systems [2] - The company has developed a world record for low-temperature cold start at -52°C and has over 250 intellectual property rights authorized, demonstrating significant advancements in hydrogen fuel cell technology [2] Group 2 - The company plans to expand hydrogen heavy truck demonstration operations nationwide, focusing on high-power fuel cell systems, with current products like the 123 kW and 153 kW systems gaining market recognition [3] - Guochuang Hydrogen Energy Technology Co., Ltd. is dedicated to key technology breakthroughs in fuel cell engines and components, aiming to create a world-class, independently controllable fuel cell technology source [3] - The newly established green zero-carbon hydrogen fuel cell R&D and advanced manufacturing base in Jinpu New Area has a production capacity of 5,000 fuel cell engines annually, contributing to an economic impact of 3 to 5 billion yuan [4]