Group 1: Product Overview - The company has launched the "Intelligent Control System for Fly Ash" to address environmental concerns related to fly ash management [2][3] - The system focuses on two main aspects: sales processing of fly ash and dynamic management, including unmanned monitoring and weighing [3] - The initial version of the system (1.0) is ready for pilot implementation, with high customer expectations for its market potential [3] Group 2: Market Context - The Chinese government has issued strict regulations on fly ash management, highlighting its environmental impact, particularly its contribution to PM2.5 pollution [2][3] - The shift in fly ash management from a cost to a revenue-generating opportunity for power plants is driven by regulatory pressures and internal motivations [5] Group 3: Competitive Landscape - Currently, there are no direct competitors in the market offering similar products or services related to fly ash management [5] - The relationship between the company and its subsidiaries is complementary, allowing for a comprehensive coverage of the fuel supply chain [5][6] Group 4: Customer Engagement - Customer willingness to implement the "Intelligent Control System for Fly Ash" is positive, influenced by external regulatory requirements and internal profit motivations [5] - The company is actively engaging with various stakeholders, including analysts and investors, to promote its new product offerings [2][4]

证券代码：002063 证券简称：远光软件 远光软件股份有限公司投资者关系活动记录表 编号： 2015001 | --- | --- | --- | |-----------------------|-----------------|------------------------------------------------------------------| | | √ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系活动 | □ | 新闻发布会 □路演活动 | | 类别 | □ 现场参观 | | | | □其他 （ ） | | | 参与单位名称及 | | 安信证券李波、信达澳银基金冯明远、银泰资管于建科、招商证券张士宝 | | 人员姓名 | | | | 时间 | 1 月 4 日 | | | 地点 | 公司会议室 | | | 上市公司接待人 员姓名 | | 朱安、肖海、彭家辉、李丽萍、黄琛 | | 投资者关系活动 | 1. | 并购广安后，对我们在电力行业的业务拓展将会起到哪些积极的作 | | 主要内容介绍 | 用？ | | | | | 答：广安的核心优 ...

证券代码：002063 证券简称：远光软件 编号： 2015013 远光软件股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|------------------|--------------------------------------------------------------------| | | □ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系活动 | □ | 新闻发布会 √路演活动 | | 类别 | □ 现场参观 | | | | □其他 （ ） | | | | | 中银基金王伟然、太平洋保险杨静、华安基金谢振东、华安基金吴丰树、 | | | | 华安基金饶晓鹏、天冶基金章旭峰、兴业全球基金杨岳斌、兴业全球基金 | | | | 陈玲、信诚基金刘锐、中欧基金黄盼盼、富国基金毕天宇、上投摩根基金王 | | | | 嵩、博时基金齐宁、嘉实基金周龙、银华基金周书、中国人寿资产管理周伟 | | 参与单位名称及 | | 业、金码投资魏梦杰、金码投资谢艳萍、中国人保资产黄海培、中国人保资 | | 人员 ...

证券代码：002063 证券简称：远光软件 编号： 2015004 | --- | --- | --- | |-----------------------|----------------------------|------------------------------------------------------------------| | | √ 特定对象调研 □分析师会议 | | | | □ 媒体采访 □业绩说明会 | | | 投资者关系活动 | □ 新闻发布会 □路演活动 | | | 类别 | □ 现场参观 | | | | □其他 （ ） | | | 参与单位名称及 | | 农银惠理基金凌晨、华夏基金朱晋、申万宏源蒋毅、泾溪投资舒亮 | | 人员姓名 | | | | 时间 | 3 月 10 日 | | | 地点 | 公司 | | | 上市公司接待人 员姓名 | | 黄笑华、朱安、万军、李丽萍、黄琛 | | 投资者关系活动 | | 1、项目管理业务受大的经济因素影响大吗？ | | 主要内容介绍 | | 答：中国经济持续发展，项目管理不可或缺。有两类业务必然会用到项 | | | | 目管理，首先 ...

证券代码：002063 证券简称：远光软件 编号： 2015006 远光软件股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |-----------------------------|--------------------------|----------------------------------------------------|--------------------------------------------------------------------| | | | | | | | □ | 特定对象调研 □分析师会议 | | | | □ | 媒体采访 □业绩说明会 | | | 投资者关系活动 | □ | 新闻发布会 □路演活动 | | | 类别 | □ 现场参观 | | | | | | | √其他 （深交所"践行中国梦•走进上市公司"投资者开放日活动） | | | 1 | | 、通过东吴证券、浙商证券、万联证券、国元证券、国海证券、广发证券、 | | | | | 招商证券、方正证券、中投证券、中银国际、中信证券、东莞证券、平安证 | | 参与单位 ...

编号： 2015007 证券代码：002063 证券简称：远光软件 远光软件股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------|----------------------------|------------------------------------------------------------------------| | | □ 特定对象调研 □分析师会议 | | | | □ 媒体采访 □业绩说明会 | | | 投资者关系活动 | □ 新闻发布会 √路演活动 | | | 类别 | □ 现场参观 | | | | □其他 （ ） | | | | | 申万宏源刘洋、申万宏源刘畅、中国人寿丁树军、国泰基金王毅超、中金证 | | | | 券卢婷、华夏基金董阳阳、华夏基金刘金玉、易方达基金樊正伟、嘉实基金 | | 参与单位名称及 | | 焦云、嘉实基金周龙、嘉实基金谢泽林、嘉实基金吴云峰、嘉实基金郭杰、 | | 人员姓名 | | 嘉实基金刘辉、嘉实基金归凯、嘉实基金邵秋涛、华创证券徐远航、华创证 | | | | 券张健、金码投资魏梦杰、 ...

Group 1: Financial Performance and Projections - The company anticipates a performance growth of 0%-20% for 2014, contingent on the confirmation of delayed revenues from completed projects [3] - Due to audit issues, some projects from last year will not be reflected in the financial reports, impacting the expected growth [3] - Significant R&D costs were incurred for centralized deployment projects, which were not capitalized but directly reflected in the 2014 financial statements [3] Group 2: Project Confirmation and Revenue Recognition - Projects not confirmed last year are categorized into two types: those with incomplete processes and those affected by client deployment progress [4] - The probability of confirming projects from the first category in the first half of this year is high, while the second category may not be fully confirmed [4] Group 3: Strategic Initiatives and Market Opportunities - The company is closely monitoring the electricity reform, which is expected to increase the number of enterprise clients and create new opportunities for existing products [5] - The marketing system is anticipated to undergo a reshuffle, with higher demands for real-time pricing systems, which the company is equipped to meet [5] Group 4: Product Development and Innovations - The company is promoting its "Zhengmin Tong" product in 97 communities in Zhuhai, aimed at improving communication between the government and the public [6] - The introduction of a certificate image code system is expected to enhance convenience in document verification [6] Group 5: Business Expansion and Client Engagement - The company has successfully bid for fuel projects with major state-owned enterprises, aiming to enrich its fuel intelligence industry chain [5] - Over 280 enterprises are currently utilizing the company's risk control products, which have received high recognition from relevant authorities [7]

证券代码：002063 证券简称：远光软件 远光软件股份有限公司投资者关系活动记录表 编号： 2015005 | --- | --- | --- | |-----------------------|----------------------------|---------------------------------------------------------------------| | | | | | | √ | 特定对象调研 □分析师会议 | | | □ 媒体采访 □业绩说明会 | | | 投资者关系活动 | □ 新闻发布会 □路演活动 | | | 类别 | □ 现场参观 | | | | □其他 （ ） | | | 参与单位名称及 | | 国信证券李信军、国信证券王结义、 SMC 中国基金饶海宁、中邮基金王建 | | 人员姓名 | 东北证券笪佳敏 | | | 时间 | 3 月 17 日 | | | | | | | 地点 | 公司 | | | 上市公司接待人 员姓名 | 李丽萍、肖海、周海霞、黄琛 | | | 投资者关系活动 | 1 | 、燃料智能化市场的空间有多大？ | | 主要内容介绍 | ...

证券代码：002063 证券简称：远光软件 远光软件股份有限公司投资者关系活动记录表 编号： 2015003 | --- | --- | --- | |-----------------------|-----------------|--------------------------------------------------------------------| | | | | | | √ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系活动 | □ | 新闻发布会 □路演活动 | | 类别 | □ 现场参观 | | | | □其他 （ ） | | | 参与单位名称及 | | 广发基金罗洋、太平洋保险王晶、新盛资产陆宇翔、华宝兴业基金窦金虎、 | | 人员姓名 | | 长城证券周伟佳、大成基金郝蕾 | | 时间 | 3 月 5 日 | | | 地点 | 公司 | | | 上市公司接待人 员姓名 | | 黄笑华、朱安、郑佩敏、李丽萍、肖海、周海霞、黄琛 | | 投资者关系活动 | 1 | 、请问广安一个军工项目的规收入模有多大？ | | 主要内容介绍 | ...

Group 1: Performance Overview - The company announced a significant change in performance for 2014, attributing it to delays in business progress and increased R&D costs [1][2] - The net profit for the year is projected to increase by 0-20% compared to the same period last year, based on the company's third-quarter report [2][3] Group 2: Business Operations - The company has strengthened communication with major clients to expedite project settlements, with some projects showing substantial progress [2] - The company maintains a leading position in the EPC (Engineering, Procurement, and Construction) sector for fuel intelligence business, while acknowledging the market is still in a nurturing phase [3][4] Group 3: Strategic Development - The company is closely monitoring national policies related to power system reforms and is actively interpreting these policies to align with its strategic development plans [3][4] - Future electricity sales operations will initially focus on Zhuhai, with potential expansion to Guangdong and southern regions depending on suitable opportunities [4] Group 4: Product Development - The company offers risk control and project management products targeted at industries outside its core business, indicating a focus on incremental growth in this area [4]