证券日报网讯远光软件（002063）8月13日在互动平台回答投资者提问时表示，截至8月10日，公司股东 总户数为88994户。 ...

Group 1: Industry Perspective on Institutional Research - The overall number of institutional research engagements in the A-share market has decreased, with a total of 118 engagements last week, lower than 163 engagements in the same week of 2024, indicating a cooling interest in research activities [3][13][21] - Among the primary industries, the highest levels of attention were observed in electronics, power equipment, pharmaceuticals, machinery, computers, and automobiles, with power equipment, non-bank financials, and public utilities showing a year-on-year increase in attention [3][12][19] - In July, the total number of institutional research engagements in the A-share market was 1,345, down from 1,505 in the same month of 2024, with machinery, electronics, pharmaceuticals, automobiles, and power equipment receiving the most attention [21][22][26] Group 2: Individual Company Perspective on Institutional Research - Companies such as Huaming Equipment, Tapai Group, BOE Technology Group, and Jereh Group received significant market attention, with high numbers of research engagements and institutional participation [4][28][32] - Huaming Equipment was frequently researched, with 9 engagements last week, focusing on its role in the power equipment sector and its connections to traditional high-energy-consuming industries [30][31] - Jereh Group has been actively expanding its international strategy, particularly in the Middle East, and was also frequently researched, with 2 engagements last week [30][31]

Group 1 - The company, Yuanguang Software, stated on August 8 that it will arrange asset acquisitions or disposals based on actual operational needs to promote asset preservation and appreciation [1]

Market Performance - The ERP concept index declined by 3.00%, ranking among the top declines in the concept sector as of the market close on August 8 [1] - Within the ERP sector, major decliners included Dingjie Zhizhi, Saiyi Information, and Yonyou Network, while only five stocks saw price increases, with Jingda Co., Changrong Co., and Jian Design leading the gains at 0.78%, 0.50%, and 0.48% respectively [1] Capital Flow - The ERP concept sector experienced a net outflow of 2.465 billion yuan, with 25 stocks facing net outflows, and six stocks seeing outflows exceeding 100 million yuan [2] - The stock with the highest net outflow was Hand Information, with a net outflow of 479 million yuan, followed by Dingjie Zhizhi, Yonyou Network, and Runhe Software with net outflows of 471 million yuan, 343 million yuan, and 338 million yuan respectively [2][3] - Conversely, the stocks with the highest net inflows included Jingda Co., Yingtang Zhikong, and Aerospace Information, with net inflows of 38.63 million yuan, 16.47 million yuan, and 5.59 million yuan respectively [2][3]

Core Viewpoint - The announcement from Yuanguang Software highlights the increasing complexity of the electricity market, necessitating enhanced digital and informational support for market participants to improve their operational capabilities [1] Industry Summary - The electricity market is evolving with multiple resource types, trading varieties, trading windows, and regions, leading to a high-frequency collaborative trading environment [1] - Market participants, including power generation companies, electricity sales companies, independent energy storage operators, and virtual power plants, face a growing demand for improved capabilities in various areas [1] Company Summary - Yuanguang Software identifies significant opportunities in the digitalization of electricity trading, driven by the need for enhanced power forecasting accuracy and multi-source optimization for power generation companies [1] - The company emphasizes the importance of improving load forecasting precision and real-time pricing decision-making for electricity sales companies [1] - Independent energy storage operators are encouraged to refine cost accounting and revenue assessment across multiple markets, while virtual power plants need to develop resource evaluation and collaborative scheduling capabilities [1] - Key focus areas for the company include AI-based power forecasting, load forecasting, electricity price forecasting, multi-energy collaborative trading decisions, energy storage cost assessment, and virtual power plant adjustment capability evaluation [1]

Group 1: Business Opportunities in Smart Energy - The company identifies significant opportunities in the smart energy sector due to the complex trading scenarios in the electricity market, which require enhanced digital and informational support [2] - Key areas for improvement include AI-based power forecasting, load forecasting, and multi-energy collaborative trading decisions [3] Group 2: Employee Incentives - The company emphasizes the importance of a long-term incentive mechanism to attract and retain talent, considering various factors before launching a new equity incentive plan [4] Group 3: AI Technology Improvements - AI has been integrated into product development and operational efficiency, enhancing code generation, review, and automated testing, leading to improved work efficiency over the past year [5] Group 4: Business Layout in the AI Era - The company has developed a comprehensive AI platform, integrating various models and creating intelligent applications to facilitate digital transformation for clients in the energy sector [6][7] Group 5: Financial Performance and Future Outlook - The company has experienced a decline in performance in 2024 and Q1 2025 due to increased R&D investments, but plans to strengthen its market position and explore non-energy sectors to mitigate risks [7] Group 6: Blockchain Business Development - The company has established a robust blockchain technology platform and plans to continue investing in this area, focusing on innovation and ecosystem collaboration [8] - Although the company has not yet implemented RWA business, its blockchain technology is poised to support asset verification and traceability in this field [8]

Core Viewpoint - The company has not yet implemented RWA (Real World Assets) business but is actively following the development of the blockchain industry, policy trends, and application scenarios [1] Group 1: Company Developments - The company is focusing on the development of blockchain technology and its potential applications in the RWA sector [1] - The company has reserved relevant technologies and business models to support future developments in the blockchain space [1] Group 2: Technology Application - The company's blockchain technology can be applied in the RWA field, providing reliable technical support for asset confirmation, circulation, and traceability [1]

Core Viewpoint - The company, Yuanguang Software, has developed a series of products and solutions based on blockchain technology, focusing on digital enterprises, smart energy, and social connectivity, which have been successfully implemented in multiple power companies [1] Group 1: Products and Solutions - The company offers various products and solutions including supply chain finance, electronic documents, electronic licenses, electronic signatures, clean energy traceability, power reliability management, and community management [1] - These products and solutions have accumulated rich industry application experience, effectively assisting enterprises in digital transformation and trustworthy data circulation [1] Group 2: Project Achievements - The projects participated in by the company have received multiple honors, such as the National Management Science Award for the Electric Benefit Chain and Financial Intelligence Chain projects, and the second prize in the Blockchain Track of the Digital China Innovation Competition for the Limin Chain project [1]

Core Viewpoint - The company is actively developing blockchain technology and artificial intelligence solutions, focusing on digital transformation in various sectors, including energy and enterprise management [2][3][6]. Blockchain Technology - The company has developed a range of products and solutions based on blockchain technology, including supply chain finance, electronic documents, and clean energy traceability, which have been successfully implemented in several power enterprises [2]. - Future plans for blockchain business include continuous investment, focusing on technological innovation and ecosystem collaboration to enhance product offerings and solutions [3]. - Although the company has not yet implemented Real World Asset (RWA) business, it is preparing relevant technologies and business models for potential applications in asset rights confirmation and traceability [4]. Smart Energy Opportunities - The company identifies significant opportunities in the smart energy sector due to the increasing complexity of trading scenarios in the electricity market, which requires enhanced digital and informational support [5]. - Key focus areas include power prediction, load forecasting, and multi-resource collaborative trading decision-making, which align with market demands for improved operational capabilities [5]. Artificial Intelligence Initiatives - The company has developed an integrated AI platform, "Yuan Guang Tian Feng," which incorporates various AI models and enables automated service generation, enhancing operational efficiency for clients [6]. - AI applications include intelligent assistants for enterprise operations, data analysis, and specialized applications for travel planning and financial scheduling [6]. Market Value Management - The company is committed to enhancing value creation through strategic planning and investment in key technologies such as cloud computing, big data, and AI [7][8]. - Efforts to improve transparency and investor relations are underway to foster a better understanding of the company's operations and long-term value [8]. Financial Performance - In Q1 2025, the company reported a main revenue of 417 million, a year-on-year decrease of 9.47%, while net profit attributable to shareholders was 9.39 million, an increase of 2.66% [8]. - The company has a debt ratio of 12.03% and a gross profit margin of 54.39% [8].

Core Viewpoint - The virtual power plant (VPP) is emerging as a new operational model in the energy sector, significantly enhancing power supply security and promoting renewable energy consumption. The industry is transitioning from an invitation-based model to a market-oriented approach, with government targets set for 2027 and 2030 to increase regulation capacity to 20 million kilowatts and over 50 million kilowatts, respectively [1][11][25]. Industry Overview - Virtual power plants aggregate distributed energy resources, adjustable loads, and storage systems, acting as new operational entities that participate in power system optimization and market transactions [2]. - The development of virtual power plants is supported by a comprehensive policy framework established by the government, which includes various action plans and guidelines aimed at fostering innovation and market mechanisms [8][11]. Development Background - The rapid growth of renewable energy in China, particularly in solar and wind power, has created a pressing need for flexible power management solutions. Virtual power plants can significantly reduce the need for redundant capacity by providing flexible load adjustments [13][15]. - The construction cost of virtual power plants is only one-eighth that of traditional coal-fired power plants, making them a cost-effective solution for peak load management [15]. Current Status - The virtual power plant industry in China has established a complete industrial chain, encompassing resource aggregation, platform operation, and market trading. Key regions include Shandong, Guangdong, Zhejiang, and Shanghai, where pilot projects are actively being developed [17][19]. - The commercial model is evolving from a single demand response approach to a diversified model that includes power trading and carbon services [19]. Competitive Landscape - The industry features a diverse competitive landscape with participation from state-owned enterprises, private companies, and technology firms. Major players include State Grid, Huaneng Group, and Guodian NARI, which leverage their resources and infrastructure to dominate the market [23]. - Private companies like Guoneng Rixin and Teruid focus on technological innovation and niche markets, while tech giants such as Huawei and Tencent are entering the sector with advanced digital technologies [23]. Future Trends - The virtual power plant industry is expected to experience accelerated growth driven by policy support and market mechanisms, with projections indicating a market size exceeding 10.2 billion yuan by 2025 and surpassing 100 billion yuan by 2030 [25][26]. - Technological advancements in AI, 5G, and blockchain will enhance operational efficiency and real-time responsiveness, transforming virtual power plants into intelligent energy management systems [27]. - The integration of virtual power plants with other sectors, such as transportation and building management, will create new business models and expand the ecosystem [28].