龙源技术(300105) - 龙源技术调研活动信息

Group 1: Technology Overview - The company's coal-ammonia co-firing technology achieved a 35% co-firing ratio in a 40MWth coal boiler, providing a feasible direction for CO2 reduction in coal-fired units [2][3] - The technology's market promotion will depend on factors such as cost, policy, and market demand, especially given the higher price of ammonia compared to coal [2] Group 2: Financial Impact and Market Conditions - The company faced operational pressure due to tight cash flow among major clients, resulting in a certain impact on market operations [3] - Approximately 70% of the company's transactions in the past two years were related-party transactions [3] Group 3: Market Expansion and Future Outlook - The expansion of overseas projects has been significantly impacted by the global pandemic and various uncontrollable factors [4] - The approval for new coal-fired power plants is limited and strictly controlled [4] Group 4: Business Development and Innovations - The company is enhancing its after-sales service capabilities, leading to increased customer satisfaction and a gradual rise in spare parts sales [4] - The company is actively responding to national carbon reduction policies by developing energy-saving transformation technologies for coal-fired units [5]