蜀道装备(300540) - 投资者活动记录表(2024年10月22日)
SSETSSET(SZ:300540)2024-10-22 11:19

Group 1: Company Overview and Strategic Direction - The company introduced its development history, competitive advantages, and the "14th Five-Year" development plan following a change in control, emphasizing the acceleration of strategic transformation across four business segments [1] - The company is transitioning from an equipment manufacturer to an operational service provider, particularly in the industrial gas sector, to capitalize on market demand opportunities [1] Group 2: Hydrogen Energy Business Expansion - The company has made significant advancements in hydrogen energy, focusing on large-scale hydrogen liquefaction and storage, with key equipment already developed [2] - Future plans include collaboration with industry partners to create a hydrogen industry cluster, enhancing capabilities in hydrogen production, storage, transportation, and utilization [2] Group 3: Mergers and Acquisitions Strategy - The company aims to prioritize mergers and acquisitions as a key driver for transformation and sustainable development, focusing on LNG plants, industrial gases, and hydrogen sectors [2] - Active efforts are underway to identify quality targets and projects in the LNG and industrial gas sectors to enhance the entire industry chain [2]

SSET-蜀道装备(300540) - 投资者活动记录表(2024年10月22日) - Reportify