此前，公司公告称拟与蜀道产融管理公司、蜀道股权基金公司共同投资设立规模达20亿元的蜀道（四 川）气体产业股权投资基金，重点投向工业气体、LNG及氢能领域。蜀道装备作为有限合伙人认缴出 资10亿元，占比50%。该关联交易已获董事会审议通过，尚需提交股东大会批准。公司表示，基金设立 旨在强化公司在工业气体、清洁能源及氢能领域的产业布局，通过"产业+资本"协同提升投资效率。 据悉，产业投资基金的设立将助力公司加快产业布局和并购投资，而重大海外合同的获取则有望对未来 经营业绩产生积极影响，共同推动公司在清洁能源领域的战略发展。 蜀道装备（300540）近期宣布两项重要事项。12月15日，公司宣布其海外市场拓展取得突破，中标尼日 利亚Rumuji天然气液化设施项目，中标金额约6486万美元（折合人民币约4.58亿元）。该项目中标金额 约占公司2024年度营业收入的53.13%，是公司首次在非洲承接中大型LNG装置项目，标志着国际化战 略的重要进展。 ...

（文章来源：证券日报） 证券日报网讯 12月8日，蜀道装备在互动平台回答投资者提问时表示，公司长期致力于气体低温液化与 分离技术的研究与应用，深耕天然气液化、空气分离、电子特气及稀有气体深冷分离等领域。在相关业 务中，公司生产的空分装置可实现液氧及高纯度液氧的生产，LNG装置可实现液态甲烷的生产。此 外，公司还具备推进剂级别高纯度液态甲烷装置的设计与制造能力。 ...

格隆汇12月8日丨蜀道装备(300540.SZ)在互动平台表示，公司长期致力于气体低温液化与分离技术的研 究与应用，深耕天然气液化、空气分离、电子特气及稀有气体深冷分离等领域。在相关业务中，公司生 产的空分装置可实现液氧及高纯度液氧的生产，LNG装置可实现液态甲烷的生产。此外，公司还具备 推进剂级别高纯度液态甲烷装置的设计与制造能力。 ...

Core Viewpoint - The company is actively expanding its high-purity and electronic-grade specialty gas business in response to the growing demand from the semiconductor and high-end manufacturing sectors [1] Group 1: Company Operations - The company's main business includes LNG facilities, air separation units, hydrogen energy equipment, and transportation equipment [1] - In the industrial gas sector, the company primarily supplies bulk gases such as carbon dioxide, oxygen, nitrogen, and argon, and has also started supplying specialty gases like helium [1] Group 2: Market Trends - Since the second half of 2025, some industrial gas prices have shown a moderate upward trend due to rising energy costs and a recovery in downstream high-end manufacturing demand [1] - The company is optimizing supply chain management to ensure stable supply for customers while maintaining reasonable profit levels [1]

Core Viewpoint - The stock of Sichuan Shudao Equipment Co., Ltd. has shown significant growth in recent months, with a notable increase in both stock price and financial performance, indicating a positive trend in the company's operations and market position [1][2]. Financial Performance - As of June 30, the company reported a revenue of 205 million yuan, representing a year-on-year growth of 35.24% [2]. - The net profit attributable to shareholders reached 10.15 million yuan, marking a substantial increase of 5972.30% compared to the previous period [2]. - The company has distributed a total of 23.94 million yuan in dividends since its A-share listing, with 8.20 million yuan distributed over the last three years [3]. Stock Market Activity - On September 15, the stock price increased by 2.08%, reaching 19.59 yuan per share, with a trading volume of 67.79 million yuan and a turnover rate of 1.70% [1]. - The stock has appreciated by 12.08% year-to-date, with a 6.64% increase over the last five trading days, 8.77% over the last twenty days, and 22.06% over the last sixty days [1]. Shareholder Information - The number of shareholders increased to 15,900, reflecting a growth of 6.44% from the previous period [2]. - The average number of circulating shares per shareholder rose to 13,028, an increase of 33.82% [2]. Business Overview - Sichuan Shudao Equipment specializes in providing liquefied natural gas (LNG) equipment, storage tanks, and environmental protection equipment, with LNG devices accounting for 54.94% of its revenue [1]. - The company operates within the machinery and equipment sector, specifically in specialized equipment [1].