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调研速递|远光软件接受中信建投等1家机构调研 精彩要点披露
Xin Lang Cai Jing· 2025-09-19 09:36
Core Viewpoint - The company, Yuanguang Software, is actively expanding its DAP product strategy across various industries, including healthcare and construction, while focusing on risk control and AI integration in its operations [1] Group 1: DAP Product Promotion Strategy - The company plans to deepen its efforts in the power industry while extending its reach into non-electric sectors such as healthcare and construction through a "headquarters benchmark + regional replication" model [1] Group 2: DAP Full-Scale Application Progress - In the first half of 2025, the company achieved significant progress in asset management for the State Grid, utilizing a smart financial platform to support management tasks [1] - The company completed benchmark construction for full-scale applications based on the "DAP + financial platform" model [1] Group 3: Healthcare Industry Promotion - The company has successfully implemented smart financial projects in several hospitals, including the Shenzhen Second People's Hospital and Huashan Hospital affiliated with Fudan University, with multiple modules now operational [1] Group 4: Personnel Scale Planning - The company expects its overall personnel scale to remain stable compared to last year, focusing on attracting key talent while optimizing personnel structure to enhance efficiency [1] Group 5: Accounts Receivable Risk Control - The company has established a joint task force to optimize the collection of accounts receivable, primarily from large energy groups with good credit [1] Group 6: AI Business Layout - The company has developed an AI platform, Yuanguang Tianfeng, integrating various large models and launching multiple enterprise-level intelligent applications in several energy groups [1] Group 7: Smart Energy Business Opportunities - The company sees significant opportunities in the digitalization and information support needs of various market participants in the power sector, focusing on AI-based forecasting, decision-making, cost estimation, and scheduling control [1]
远光软件(002063) - 002063远光软件投资者关系管理信息20250919
2025-09-19 09:04
Group 1: DAP Product Strategy and Application - The company will continue to deepen its focus on the power industry, expanding into power generation groups and local energy markets, while also extending into non-electric sectors such as healthcare and construction through a "headquarters benchmark + regional replication" model for cross-industry breakthroughs [1] - In the first half of 2025, the DAP application in the power grid's main business has made progress in asset management, supporting the integration of financial and asset management functions across the entire project lifecycle [1] - The company has successfully implemented DAP applications in pilot projects for original collective enterprises in Liaoning and Hunan, establishing benchmarks for collective enterprise DAP applications [2] Group 2: Healthcare Industry Progress - The company has successfully completed the acceptance of smart financial projects for dozens of hospitals, including the integrated platform for Shenzhen Second People's Hospital, which covers budget management, accounting, and material management [3] - The digital finance system at Huashan Hospital has fully launched various management modules, with ongoing work to optimize services for over ten hospitals, enhancing the company's influence in the healthcare sector [3] Group 3: Personnel and Talent Management - The overall personnel scale is expected to remain stable compared to last year, with a focus on attracting key talent to support major project development and technical breakthroughs [4] - The company emphasizes cost control and efficiency improvement, aiming to optimize personnel structure and enhance employee value return [4] Group 4: Accounts Receivable Management - The company's main clients include large energy groups like State Grid and Southern Power Grid, which have good commercial credit [5] - A multi-departmental task force has been established to enhance accounts receivable management, optimizing assessment mechanisms and strengthening collection efforts [5] Group 5: Artificial Intelligence Initiatives - The company is developing an AI platform, integrating various AI capabilities and launching enterprise-level intelligent applications to support digital transformation for clients [6][7] - The AI initiatives include intelligent question answering, data analysis, and smart hardware products, enhancing operational efficiency and user experience [7] Group 6: Opportunities in Smart Energy Sector - The evolving electricity market presents significant opportunities for digital and information support, with increasing demands for accurate power forecasting and multi-resource coordination [7] - Key application scenarios include AI-based forecasting, load prediction, and virtual power plant coordination, which align with market needs for enhanced operational capabilities [7]
远光软件(002063) - 远光软件股份有限公司关于参加2025年广东辖区上市公司投资者网上集体接待日活动的公告
2025-09-16 11:01
本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假 记载、误导性陈述或重大遗漏。 为进一步加强与投资者的互动交流,远光软件股份有限公司(以下简称"公 司")将参加由广东证监局、广东上市公司协会联合举办的"向新提质 价值领 航——2025 年广东辖区投资者网上集体接待日"活动,现将相关事项公告如下: 证券代码:002063 证券简称:远光软件 公告编号:2025-039 远光软件股份有限公司 关于参加 2025 年广东辖区上市公司投资者网上 集体接待日活动的公告 特此公告。 远光软件股份有限公司董事会 2025 年 9 月 16 日 1 本次活动将采用网络远程的方式举行,投资者可登录"全景路演"网站 (http://rs.p5w.net),或关注微信公众号:全景财经,参与本次互动交流, 活动时间为 2025 年 9 月 19 日(周五)15:30-17:00。 届时公司董事长石瑞杰先生,董事、总裁秦秀芬女士,董事、高级副总裁、 财务总监林武星先生,独立董事樊勇先生、亓峰先生、赵合喜先生、赵桂林先生, 副总裁、董事会秘书袁绣华女士将在线就公司 2025 年半年度业绩、发展战略、 经营状况等投资者关 ...
远光软件:截至9月10日股东总户数为91892户
Zheng Quan Ri Bao· 2025-09-15 11:18
证券日报网讯远光软件9月15日在互动平台回答投资者提问时表示,截至9月10日,公司股东总户数为 91892户。 (文章来源:证券日报) ...
远光软件中标:广东电网有限责任公司2025年资源租赁(税务发票与财政票据采集及接口服务)项目中标公示
Sou Hu Cai Jing· 2025-09-13 04:37
Core Points - Guangdong Power Grid Co., Ltd. announced the winning bid for the 2025 resource leasing project, which includes tax invoice and financial bill collection and interface services, awarded to YuanGuang Software Co., Ltd. [1][2] - YuanGuang Software has participated in 6,429 bidding projects and has invested in 19 companies, indicating a strong presence in the market [1] - The company holds significant intellectual property assets, including 385 trademark registrations, 1,183 patents, and 551 copyrights, along with 55 administrative licenses [1] Company Summary - The winning supplier for the Guangdong Power Grid project is YuanGuang Software Co., Ltd. [2] - The project was officially announced on September 11, 2025, and is located in Guangdong Province [2] - YuanGuang Software's extensive participation in bidding projects and its investment activities reflect its robust operational capabilities in the industry [1]
远光软件:截至8月31日股东总户数为91079户
Zheng Quan Ri Bao· 2025-09-03 11:09
Group 1 - The company, Yuanguang Software, reported that as of August 31, the total number of shareholders was 91,079 [2]
远光软件:本届数博会公司发布了“智能问数和智能问数一体机”两款创新产品
Mei Ri Jing Ji Xin Wen· 2025-09-03 04:45
Core Insights - The company showcased two innovative products, "Smart Query" and "Smart Query All-in-One Machine," at the 2025 China International Big Data Industry Expo [2] - The "Smart Query" product is designed to address the challenges of traditional Business Intelligence (BI) tools, offering a "dialogue for analysis" mode that integrates various data functions [2] - The "Smart Query All-in-One Machine" is a privatized version of the "Smart Query" product, enabling financial personnel to perform complex analyses without needing specialized skills [2] Product Details - "Smart Query" is built on the Realinsight platform and aims to simplify data analysis for users by providing real-time insights and reducing operational costs [2] - The product has been successfully implemented at State Power Investment Corporation and is being promoted in other organizations such as State Grid Headquarters and Southern Power Grid Broadcasting [2] - The "Smart Query All-in-One Machine" includes pre-set financial statements and key indicators, allowing for immediate use and significantly lowering the analysis threshold [2]
远光软件跌2.06%,成交额1.26亿元,主力资金净流出393.62万元
Xin Lang Zheng Quan· 2025-09-03 02:40
Core Viewpoint - The stock of YuanGuang Software has experienced fluctuations, with a recent decline of 2.06% and a year-to-date increase of 7.85%, indicating volatility in its market performance [1]. Financial Performance - For the first half of 2025, YuanGuang Software reported a revenue of 1.055 billion yuan, representing a year-on-year growth of 0.98%, while the net profit attributable to shareholders was 75.43 million yuan, showing a significant increase of 33.61% [2]. Shareholder Information - As of August 20, 2025, the number of shareholders for YuanGuang Software decreased by 2.36% to 86,900, with an average of 20,240 circulating shares per shareholder, which increased by 2.42% [2]. - The company has distributed a total of 800 million yuan in dividends since its A-share listing, with 186 million yuan distributed over the past three years [3]. Stockholder Composition - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, which reduced its holdings by 7.24 million shares to 14.99 million shares, while Southern CSI 1000 ETF increased its holdings by 1.16 million shares to 12.58 million shares [3].
远光软件:未来公司会持续关注区块链发展趋势
Core Viewpoint - The company has developed a proprietary blockchain application service platform that emphasizes security, usability, and efficiency, aiming to facilitate the implementation of blockchain technology in various business scenarios [1] Group 1: Blockchain Technology Platform - The blockchain application service platform is designed to support the entire process of blockchain application implementation, providing a series of products, services, standards, and tools [1] - The platform aims to accelerate the adoption of blockchain scenarios and reduce the cost of using blockchain technology [1] - The company is focused on driving innovation in business models through its blockchain solutions [1] Group 2: Application Areas - The company has multiple blockchain products and application cases targeting digital enterprises, smart energy, and social connectivity [1] - Future developments will continue to monitor blockchain trends and iterate on the blockchain application service platform to support business innovation [1]
远光软件:远光软件坚持市场多元发展思路,深耕电力行业
Group 1 - The company, Yuanguang Software, emphasizes a diversified market development strategy, focusing on the electricity industry while also expanding into non-electric sectors such as healthcare and construction [1] - The company aims to deepen its presence in the power generation group and local energy markets, indicating a strategic approach to growth [1] - Yuanguang Software employs a "headquarters benchmark + regional replication" model to achieve cross-industry breakthroughs, showcasing its innovative business strategy [1]