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蜀道装备(300540) - 投资者活动记录表(2025年09月08日)
SSETSSET(SZ:300540)2025-09-08 09:22

Company Overview - The company reported a revenue of 205 million CNY in the first half of 2025, a 35.24% increase year-on-year [1] - Net profit attributable to shareholders reached 10.15 million CNY, a staggering 5972.30% increase compared to the same period last year [1][2] Competitive Advantages - The company specializes in cryogenic separation technology, focusing on natural gas liquefaction and air separation [3] - It has the capability to design and manufacture LNG liquefaction plants with a daily processing capacity of 10 million cubic meters and air separation units with a daily output of 1,000 tons [3] R&D Investment - In 2024, R&D investment was 31.58 million CNY, accounting for 3.66% of the annual revenue of 862 million CNY [4] - In the first half of 2025, R&D investment was 11.12 million CNY, representing 5.42% of the half-year revenue [4] - The company plans to increase R&D investment to drive innovation and technology breakthroughs [4] Talent Acquisition and Development - The company has a strong R&D team of nearly 100 personnel, including over 15 senior engineers with more than 20 years of experience [5] - It implements a reward mechanism for innovation and actively recruits high-level talents to enhance its workforce [5] Hydrogen Energy Initiatives - The company is collaborating with Shudao Group and Toyota on hydrogen energy projects, including the establishment of a joint venture for fuel cell production [6] - It is involved in the development of hydrogen energy infrastructure and aims to launch production by Q4 2025 [6] Innovation Collaboration - The company adopts an open innovation model, partnering with suppliers, customers, universities, and research institutions to enhance innovation efficiency [7] - Collaborations with universities like Electronic Science and Technology University and Shandong University focus on advancing hydrogen energy technology [7] Strategic Focus - The company emphasizes a strategy of "focusing on transformation, innovation-driven, internal growth and external expansion, and collaborative development" [8] - It aims to balance resource allocation between equipment manufacturing and gas operation businesses to ensure sustainable growth [8] Information Disclosure - The company adheres to strict information disclosure regulations, ensuring that all communications with investors are accurate and timely [9]