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蜀道装备(300540) - 投资者活动记录表(2025年05月29日)
SSETSSET(SZ:300540)2025-05-29 10:28

Group 1: Company Overview - The company introduced its development history, competitive advantages, and the layout of its four major business segments [1] - The strategic transformation focuses on "focusing on transformation, innovation-driven, internal growth and external mergers, and collaborative development" [1] Group 2: Business Strategy - The company aims to leverage the advantages of the Shudao Group's resources and technological innovation to implement national strategies such as "carbon peak and carbon neutrality," "transportation power," and "Belt and Road Initiative" [1] - The four main business segments include deep cold technology equipment manufacturing, gas investment operations, clean energy investment operations, and transportation service equipment manufacturing [1] Group 3: International Operations - The company's overseas business is primarily concentrated in key regions along the "Belt and Road," including Southeast Asia, Central Asia, and Central Africa [2] - The company is actively expanding its market in these regions to provide high-quality products and services [2] Group 4: Technology Development - Current R&D focuses on improving existing technology solutions and promoting the transformation of LNG equipment and air separation devices towards "large-scale, intelligent, service-oriented, and international" [2] - The company is also enhancing its capabilities in developing specialized high-purity gases for high-end manufacturing [2] Group 5: Hydrogen Power Development - The company has initiated collaborations with leading enterprises in the hydrogen energy locomotive sector and is developing a research plan for liquid hydrogen storage and related devices [2] Group 6: Financial Performance - As of the end of 2024, the company signed new contracts worth approximately 1.071 billion yuan in the deep cold technology equipment manufacturing sector, primarily for natural gas liquefaction systems and large air separation devices [2] Group 7: Market Value Management - The company emphasizes market value management and will take proactive measures to enhance it, ensuring timely information disclosure regarding significant matters [2]