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蜀道装备(300540) - 投资者活动记录表(2025年04月24日)
SSETSSET(SZ:300540)2025-04-24 12:58

Group 1: Hydrogen Energy Development - The company plans to establish a diversified hydrogen supply system by integrating existing regional resources and developing industrial by-product hydrogen projects, aiming for low-cost and sustainable hydrogen supply [2] - Focus on logistics transportation, promoting hydrogen-powered heavy trucks and building an integrated "hydrogen-station-vehicle" operational platform to scale hydrogen vehicle applications [2] - Future replication of this model in mining and industrial parks, optimizing cost-effectiveness through green hydrogen transformation and technological innovation [2] Group 2: Market Expansion and Innovation - The company aims to leverage the "Transportation Power" strategy to enhance market expansion and technological innovation over the next five years [3] - Plans to upgrade existing products and participate in energy infrastructure construction along the "Belt and Road" initiative, focusing on hydrogen fuel cell technology in collaboration with Toyota [3] - The company will explore hydrogen applications in transportation and low-altitude economy sectors to support market expansion and technological development [3] Group 3: Financial Performance - In 2024, the company achieved an operating income of 862 million yuan, a year-on-year increase of 28.90%, and a net profit of 72.37 million yuan, up 121.67% from the previous year [4] - New contract value signed in 2024 reached approximately 1.335 billion yuan, reflecting a year-on-year increase of 33.10% [4] - Interest income for 2024 was 9,327,405.60 yuan, showing a decline compared to the previous year [3] Group 4: Research and Development - The company has gradually increased R&D investment, holding a total of 132 authorized patents by the end of 2024 [6] - Significant achievements include seven invention patents and seven utility model patents granted in 2024, focusing on hydrogen production and LNG systems [6] - Successful operation of the 7000-grade liquid air separation device in an overseas project and completion of various technology projects [7] Group 5: Strategic Goals and Future Outlook - The company’s core operational goals for 2025 include focusing on main responsibilities, enhancing business expansion, and ensuring steady growth in performance [8] - Plans to develop four major business segments: deep-cooling technology manufacturing, gas investment operations, clean energy investment operations, and transportation service equipment manufacturing [8] - The company will actively explore external development opportunities through strategic investments and mergers to inject new vitality and growth momentum [8]