Group 1: Company Overview - The company introduced its development history, competitive advantages, and the layout of its "14th Five-Year Plan" business segments, focusing on strategic transformation and upgrades [2] - The company specializes in cryogenic equipment manufacturing, particularly in gas liquefaction and separation technologies, with main products including LNG liquefaction units and air separation devices [3] Group 2: Production Capabilities - The company has the design and manufacturing capacity for LNG liquefaction units handling 10 million cubic meters per day, with air separation units capable of producing 1,000 tons per day [3] - The design and manufacturing capacity for gas separation units is at 100,000 Nm³/h [3] Group 3: Market Expansion and Strategy - The company’s overseas orders for cryogenic equipment are primarily concentrated in Southeast Asia and Africa, covering core applications such as LNG liquefaction and hydrogen purification [3] - Future growth will focus on expanding into "Belt and Road" countries, enhancing cooperation with local industrial enterprises, and establishing an overseas service network [3] Group 4: Gas Operation Projects - The company has initiated an industrial gas project providing nitrogen supply equipment rental and operational management services, which began production in January 2024, focusing on high-purity nitrogen supply for lithium iron phosphate plants [3] - A helium extraction project from LNG, the largest of its kind in China, commenced in October 2023, targeting various high-tech applications [3] Group 5: Investor Communication - The company engaged in thorough communication with investors regarding business conditions and future development while adhering to information disclosure regulations to ensure transparency [3]
蜀道装备(300540) - 投资者活动记录表(2026年02月10日)