YGSOFT(002063)

Search documents
远光软件:公司在不同时期会根据实际经营需要安排资产收购或处置
Zheng Quan Ri Bao Wang· 2025-08-08 15:41
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]
ERP概念下跌3.00%,6股主力资金净流出超亿元
Zheng Quan Shi Bao Wang· 2025-08-08 08:33
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]
远光软件:电力市场主体的能力提升需求,为公司的电力交易信息化带来重大机遇
Zheng Quan Ri Bao Wang· 2025-08-06 12:09
证券日报网讯远光软件(002063)8月6日发布公告,在公司回答调研者提问时表示,在电力市场深化推 进的背景下,市场主体面临着多资源类型、多交易品种、多交易窗口、多交易区域的高频协同交易局 面,交易场景复杂多样。市场主体需要更多的数字化和信息化支撑手段。发电企业需要提升新能源功率 预测准确性和多电源协同优化能力;售电公司需要加强负荷预测精度和现货报价决策能力;独立储能运 营商需要完善成本核算、多市场收益测算和智能交易策略;虚拟电厂需要建立资源评估、多市场协同和 调度控制能力。市场主体的能力提升需求,为公司的电力交易信息化带来重大机遇,重点落地场景包 括:基于AI的功率预测、负荷预测和电价预测、多能源协同交易决策、储能成本测算、虚拟电厂调节 能力评估和多资源协同调度控制。 ...
远光软件(002063) - 002063远光软件投资者关系管理信息20250806
2025-08-06 12:08
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]
远光软件(002063.SZ):未实际落地RWA业务
Ge Long Hui· 2025-08-06 12:00
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]
远光软件:公司提供的产品与解决方案已在多家电力企业成功落地
Zheng Quan Ri Bao Zhi Sheng· 2025-08-06 11:37
(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。 ...
远光软件:珠海市聚隆投资管理有限公司投资者于8月5日调研我司
Zheng Quan Zhi Xing· 2025-08-06 02:37
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].
趋势研判!2025年中国虚拟电厂(VPP)行业发展背景、产业链、发展现状及未来趋势分析:政策红利与技术突破并进,虚拟电厂迈向千亿蓝海[图]
Chan Ye Xin Xi Wang· 2025-08-06 01:11
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].
远光软件(002063) - 002063远光软件投资者关系管理信息20250806
2025-08-06 01:06
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]
【私募调研记录】银叶投资调研远光软件
Zheng Quan Zhi Xing· 2025-07-16 00:05
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]