杭氧股份(002430) - 2023年7月17日投资者关系活动记录表

Group 1: Equipment Development and Market Position - The largest single air separation unit produced by the company is 120,000 m³/h, meeting diverse customer demands [2] - The company maintains a high market share in the domestic large-scale air separation equipment sector, competing primarily with international peers [2] Group 2: Hydrogen Industry and Future Plans - The hydrogen industry is identified as a key development area for the company, which has already established capabilities in hydrogen purification, compression, and expansion [2] - The company successfully launched its first hydrogen refueling station in 2022 and is actively seeking end-user opportunities [2] Group 3: International Trade and Orders - The company has adjusted its foreign trade department and established an export sales team to expand its international air separation equipment market [3] - As of now, the company has over 3 million m³/h of gas projects in hand, including those that are operational, under construction, and planned [3] Group 4: Retail Gas and Pricing Strategy - The company aims to grow its bottled gas business, with a subsidiary capable of filling over 600,000 bottles annually [4] - The pricing for pipeline gas is generally stable, with contracts typically lasting 15-20 years [3] Group 5: Financial Performance and Risk Management - The gross margin for the company's equipment business has remained stable, generally between 23%-26% in recent years [4] - The primary risk for gas investment projects is the ongoing operation of users, necessitating thorough due diligence to assess project feasibility and control investment risks [4]