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龙源技术(300105) - 300105龙源技术投资者关系管理信息20250516

Group 1: Company Overview and Investor Relations Activities - The investor relations activity took place on May 16, 2025, from 10:00 to 11:00 at the company's headquarters [2] - Key personnel included Chief Accountant and Board Secretary Liu Kelen and Securities Affairs Representative Gong Wenjing [2] Group 2: Impact of New Policies - The release of the "New Generation Coal Power Upgrade Special Action Implementation Plan (2025-2027)" reinforces the core goals of the "Three Reform Linkage" initiative, focusing on energy efficiency, carbon emission reduction, and flexible modifications [2] - The new plan introduces higher requirements for deep peak regulation and reduced coal consumption, along with new smart operation technology requirements [2] Group 3: Project Orders and Scope - Order amounts for the "Three Reform Linkage" projects vary significantly, ranging from several million to over one hundred million [3] - Current modifications primarily focus on the boiler body, with no involvement in the turbine side at this time [3] Group 4: Equipment and Market Expansion - Measures for extending the service life of decommissioned units include technical upgrades, converting units to emergency backup or peak power sources, and participating in frequency regulation and peak shaving services [3] - The company is cautiously entering the steel, cement, and chemical sectors for energy-saving and environmental protection modifications due to reduced profitability in these industries [3] Group 5: Biomass and International Market Development - The biomass business aligns with the "dual carbon" goals, focusing on specific technology applications and scenario validations [3] - The company is actively expanding into overseas markets, particularly targeting coal power unit upgrade demands in countries along the "Belt and Road" initiative, achieving breakthroughs in regions like South Africa [3]