SDSL(SZ:000407)2022-12-08 03:12Group 1: Company Development in Natural Gas - The company focuses on developing brand-value and light-asset natural gas terminal sectors, primarily in vehicle natural gas, regional franchise projects, and pipeline projects [2] - The company is exploring franchise rights at the municipal and county levels, with potential expansion into township areas [2] - In the transportation sector, the company is developing LNG refueling stations on highways and national/provincial roads, as well as CNG refueling stations in urban areas [2] Group 2: Impact of National Policies - The national "13th Five-Year Plan" aims to increase the share of natural gas in primary energy from 5% to over 10% by 2020, promoting the adoption of natural gas [2] - The increasing use of natural gas is expected to benefit equipment manufacturers, operators, and producers, with applications expanding across residential, commercial, industrial, and power generation sectors [2] - China is establishing a multi-layered gas supply structure, enhancing pipeline and storage facilities, which will provide significant growth opportunities for the company's natural gas business [2] Group 3: Competitive Advantages and Business Transformation - The company has established close partnerships with major gas source companies like PetroChina and Sinopec, enhancing its gas supply capabilities [3] - The company is diversifying its gas supply sources through various methods, including coal gasification, biomass gasification, and overseas LNG projects, to ensure a stable supply for future growth [3] - Over the past three years, the company's natural gas sales revenue has grown at an average rate of 200%, indicating rapid business transformation [3] Group 4: Future Aspirations - The company aims to become a leading clean energy natural gas operator in China, demonstrating strong confidence in achieving this goal [3]