（编辑 王雪儿） 证券日报网讯 远光软件8月6日发布公告，在公司回答调研者提问时表示，公司基于区块链技术，围绕 数字企业、智慧能源、社会互联等领域打造了系列产品、服务与解决方案，包括供应链金融、电子单 证、电子证照、电子签、清洁能源溯源、电力可靠性管理、社团管理等多个产品。公司提供的产品与解 决方案已在多家电力企业成功落地，积累了丰富的行业应用经验，有效助力企业数字化转型与可信数据 流通。公司参与建设的项目也获得多项荣誉奖项，如电益链和财智链项目获国家管理科学奖项，利民链 项目获数字中国创新大赛区块链赛道二等奖等。 ...

证券之星消息，2025年8月6日远光软件（002063）发布公告称珠海市聚隆投资管理有限公司刘凯于2025年 8月5日调研我司。 具体内容如下： 问：区块链技术有哪些项目落地，客户应用情况如何? 答：公司基于区块链技术，围绕数字企业、智慧能源、社会互联等领域打造了系列产品、服务与解决方 案，包括供应链金融、电子单证、电子证照、电子签、清洁能源溯源、电力可靠性管理、社团管理等多个 产品。公司提供的产品与解决方案已在多家电力企业成功落地，积累了丰富的行业应用经验，有效助力企 业数字化转型与可信数据流通。公司参与建设的项目也获得多项荣誉奖项，如电益链和财智链项目获国家 管理科学奖项，利民链项目获数字中国创新大赛区块链赛道二等奖等。 问：区块链业务未来的发展规划如何? 答：经过多年发展，公司区块链业务已形成自主可控的技术平台与成熟的行业解决方案，在场景、应用方 面积累了丰富的案例成果和实践经验。未来，公司还将持续投入区块链业务，紧跟产业、政策趋势，立足 自主可控，聚焦技术创新、场景深化、生态协同，不断完善产品与解决方案，为客户应用场景提供技术、 产品、服务、运营等多维度支撑。 问：公司的区块链技术是否能应用在RWA领 ...

内容概要：虚拟电厂作为新型电力运行组织模式，通过聚合分布式电源、可调节负荷等资源，在增强电 力保供、促进新能源消纳等方面作用显著。当前，我国虚拟电厂处于从邀约型向市场型转型阶段，发展 条件日益成熟，国家出台指导意见明确2027年调节能力突破2000万千瓦、2030年跃升至5000万千瓦以上 的目标。在可再生能源规模化发展背景下，虚拟电厂降本增效优势突出，试点项目已在沿海高负荷地区 形成核心布局，商业模式向多元化转型。随着电力市场化改革推进，多层次市场体系加速构建，为虚拟 电厂提供广阔价值实现空间，预计2025年市场规模将突破102亿元，2030年跨越千亿元。未来，行业将 在政策与市场协同、技术融合创新、生态跨界融合等驱动下加速发展，构建"源网荷储充"一体化生态， 成为能源数字化转型与"双碳"目标实现的关键支撑。 上市企业：国电南瑞（600406.SH）、国能日新（301162.SZ）、积成电子（002339.SZ）、林洋能源 （601222.SH）、恒实科技（300513.SZ）、科华数据（002335.SZ）、四方股份（601126.SH）、远光软 件（002063.SZ）、金智科技（002090.SZ）、 ...

Group 1: Blockchain Technology Applications - The company has developed a series of products and solutions based on blockchain technology, including supply chain finance, electronic documents, and clean energy traceability, successfully implemented in multiple power enterprises [2][3] - Projects like "Dian Yi Chain" and "Cai Zhi Chain" have received national management science awards, while "Li Min Chain" won the second prize in the Digital China Innovation Competition's blockchain track [2][3] - The company plans to continue investing in blockchain, focusing on technological innovation and ecosystem collaboration to enhance its products and solutions [3] Group 2: Opportunities in Smart Energy - The evolving electricity market presents opportunities for digital and informational support, as market participants face complex trading scenarios [4] - Key areas for improvement include AI-based power forecasting, load forecasting, and multi-energy collaborative trading decisions [4] - The company aims to leverage these needs to enhance its information technology offerings in electricity trading [4] Group 3: Artificial Intelligence Initiatives - The company has developed an AI platform, "Yuan Guang Tian Feng," integrating various large models and enabling automated service generation [5][6] - It has launched enterprise-level intelligent applications, enhancing user interaction and operational efficiency [6] - The integration of AI with IoT and biometric technologies has led to the development of smart hardware products [6] Group 4: Market Value Management Strategies - The company is committed to enhancing value creation through strategic planning and investment in key technologies like cloud computing and AI [7] - It emphasizes transparency in information disclosure to improve investor understanding and confidence [7] - The company will utilize various market value management tools to boost market confidence as needed [7]

Group 1 - The core viewpoint of the news is that Yinye Investment has conducted research on a listed company, Yuanguang Software, which has been actively developing blockchain technology since 2015 [1] - Yuanguang Software has built a comprehensive capability in blockchain, creating a self-developed enterprise application service platform that provides technical support across the entire process of "building chains, uploading chains, and using chains" [1] - The company has developed multiple products in areas such as digital enterprises, smart energy, and social interconnectivity, successfully implemented in several power companies, and has received multiple honors [1] Group 2 - The company plans to continue investing in blockchain business, focusing on technological innovation, deepening application scenarios, and ecological collaboration to enhance its products and solutions [1] - Although the RW business has not been practically implemented, the blockchain technology can be applied in asset confirmation, circulation, and traceability [1] - Yuanguang Software possesses a self-controlled platform, multiple intellectual property rights, participates in national standard formulation, and has been recognized as one of the top 50 industrial blockchain enterprises for four consecutive years [1]

Summary of the Conference Call for YuanGuang Software Industry and Company Overview - The conference call focuses on YuanGuang Software, a company specializing in blockchain technology applications, supply chain finance, and green energy solutions [2][4][8]. Key Points and Arguments Blockchain Technology Applications - YuanGuang Software has successfully implemented blockchain technology in internal management, including electronic documents, contracts, and signatures, enhancing operational efficiency [2][4]. - The company has partnered with several provincial power companies to launch supply chain finance platforms, such as the "Dian E Lian" platform in Shanghai, "Li Min Lian" in Fujian, and "Cai Zhi Lian" in Hebei, addressing financing challenges in the industry [2][7]. Green Energy Initiatives - The company actively participates in green energy projects, providing green electricity traceability services for major events like the Beijing Winter Olympics and Hangzhou Asian Games [2][5]. - YuanGuang Software collaborates with its major shareholder, Shuke Company, to build a national green electricity perception platform and promote green certificate-related work [2][6]. Real World Assets (RWA) Development - The company is exploring the tokenization of real-world assets to provide financing solutions for high-energy-consuming enterprises undergoing green transformation, with pilot operations in Hong Kong [2][10]. - YuanGuang Software aims to expand its RWA-related products and integrate them into existing offerings to enhance supply chain finance services [7][10]. Market Potential and Future Directions - The company is constructing a national green electricity platform, having completed deployments in five pilot regions, with significant market potential anticipated [2][18]. - YuanGuang Software plans to deepen its blockchain applications, expand supply chain finance services, and strengthen its green energy initiatives, including obtaining international green certificate qualifications [8][19]. Additional Important Content Payment and Settlement Services - YuanGuang Software has developed a payment module for fund settlement, providing overseas settlement services for companies like China Power Construction and Yuexiu Group [3][21]. - The company is monitoring the development of stablecoins and their potential impact on traditional settlement systems, indicating no significant technical challenges in upgrading existing systems to incorporate blockchain technology [21]. Green Certificate Market Potential - The green certificate certification market is deemed highly promising, with a variety of certification reports required annually by numerous supply chain enterprises [19]. - The company is focused on leveraging this market opportunity to enhance its service offerings and revenue potential [19]. Collaboration with State Grid - YuanGuang Software serves as the exclusive technology supplier for State Grid Blockchain Company, providing comprehensive technical support and ensuring the platform's autonomy and upgradeability [12][13]. RWA Charging Models - The company has outlined two charging models for RWA-related services: platform fees and operational fees, depending on the nature of the service provided [20]. This summary encapsulates the key insights and developments discussed during the conference call, highlighting YuanGuang Software's strategic initiatives and market positioning in blockchain technology, green energy, and supply chain finance.

Group 1: Blockchain Business Overview - The company began its blockchain business layout in 2015, developing a comprehensive capability covering R&D, application scenarios, product operations, intellectual property protection, standard construction, and talent cultivation [2][3] - The core product system is based on a self-developed "Blockchain Enterprise Application Service Platform," which provides technology, tools, and services across the entire blockchain application process [2][3] Group 2: Project Implementation and Client Applications - The company has developed a series of products and solutions based on blockchain technology in areas such as digital enterprises, smart energy, and social interconnectivity, including supply chain finance, electronic documents, and clean energy traceability [4] - Successful implementations in multiple power enterprises have led to rich industry application experience, aiding digital transformation and trustworthy data circulation [4] Group 3: Future Development Plans - The company plans to continue investing in blockchain business, focusing on technological innovation, scenario deepening, and ecological collaboration to enhance products and solutions [5] - Although the company has not yet implemented RWA (Real World Assets) business, it is prepared with relevant technologies and business models for potential applications in asset confirmation, circulation, and traceability [5] Group 4: Competitive Advantages - The company maintains ongoing R&D investment in blockchain, possessing a self-controlled technology platform and multiple innovative products and solutions [6][7] - It has accumulated 14 blockchain information services approved by the National Internet Information Office and has been recognized as one of the top 50 blockchain enterprises for four consecutive years [7]

Investment Rating - The report maintains a "Positive" investment rating for the computer industry, specifically focusing on Real World Assets (RWA) [4] Core Insights - RWA represents a transformative innovation in financial technology by converting real-world assets into digital assets on the blockchain, potentially leading to exponential growth in the sector [2][6] - The global RWA asset market reached $24.5 billion as of June 2025, with projections to exceed $16 trillion by 2030, indicating a significant opportunity for investment [6][18] - The report emphasizes the importance of regulatory frameworks being established globally to support the growth of RWA, with regions like Hong Kong and the EU leading the way [26][30] Summary by Sections RWA: Connecting Real World Assets to Blockchain - RWA involves the tokenization of tangible and intangible assets through blockchain technology, enhancing liquidity and reducing transaction costs [11][12] - The RWA market is rapidly expanding, with a diverse range of assets including real estate, bonds, and commodities being tokenized [15][16] RWA Issuance Process and Regulatory Framework - The RWA issuance process consists of five key steps: asset selection, legal and compliance framework establishment, technology implementation, token issuance, and ongoing management [21][23] - Various countries are developing regulatory frameworks for RWA, with Hong Kong adopting a sandbox approach to foster innovation while ensuring compliance [26][30] Expansion of Asset Classes and RWA Market - RWA assets can be categorized into cash flow, equity, and non-cash flow assets, with credit and bonds currently leading the market [35][36] - The report highlights the significant growth potential in the RWA sector, particularly in tokenized real estate and securities, which are becoming increasingly popular [46][53] RWA Industry Ecosystem - The RWA ecosystem is forming a collaborative industry chain involving asset providers, technology firms, platforms, compliance custodians, and investors [4][6] - Key players in the blockchain and fintech sectors are recommended for investment, including companies like 恒生电子 and 新国都 [2][6]

Group 1 - The company appointed Chen Lihao as honorary chairman, recognizing his contributions and influence in the software industry over the past thirty years [1][2] - Chen Lihao holds 9.96% of the company's total shares and is a concerted actor with the controlling shareholder, State Grid Digital Technology Co., Ltd [2] - The remuneration for Chen Lihao in 2025 is set at 1.21 million yuan per year (pre-tax), with related expenses covered by the company [1][2] Group 2 - The board of directors approved the remuneration and related party transaction with a unanimous vote, indicating strong support for the decision [2][6] - The pricing policy for the remuneration is based on the company's director remuneration standards, industry salary levels, and operational goals, ensuring fairness and transparency [3][6] - The independent directors agreed that the remuneration aligns with the company's long-term interests and complies with relevant regulations [6]

Core Viewpoint - The legal opinion letter from Guangdong Xinda Law Firm confirms the compliance of the adjustments, exercise, and cancellation of the stock option incentive plan of Yuanguang Software Co., Ltd. with relevant laws and regulations [1][3][17] Group 1: Legal Framework and Compliance - The legal opinion is based on various laws and regulations, including the Company Law, Securities Law, and specific guidelines for stock option incentive plans [1][2] - The firm has verified that the company provided all necessary and accurate documentation for the issuance of the legal opinion [2][3] - The legal opinion is intended solely for the purpose of the company's implementation of the incentive plan and cannot be used for other purposes without prior written consent [2] Group 2: Adjustments to the Incentive Plan - The adjustments to the stock option incentive plan were approved by the board and independent directors, ensuring compliance with the management regulations [3][6] - The exercise price of the stock options was adjusted to 5.77 RMB per share following the completion of the 2023 annual equity distribution [7][12] Group 3: Exercise Conditions - The second exercise period of the incentive plan has met the required conditions, with a 30% exercise ratio applicable [12][16] - The company achieved a net asset return rate of 10.02% and a net profit growth rate of 11.23% compared to 2020, fulfilling the performance criteria for the second exercise period [12][16] Group 4: Cancellations of Stock Options - A total of 1,936,607 stock options will be canceled due to 38 incentive participants leaving the company [14][16] - Additionally, 54,150 stock options will be canceled for participants whose performance results only allow for partial exercise [14][16] - The company plans to cancel a total of 14,697,933 stock options due to unmet performance targets for the third exercise period [16][17]