证券代码：002322 证券简称：理工监测 编号： 宁波理工监测科技股份有限公司投资者关系活动记录表 | --- | --- | |----------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活动 类别 | √特定对象调研□分析师会议□媒体采访□业绩说明会□新闻发布会□路 演活动□现场参观 □其他 | | 参与单位名称及 | 国海证券 谭倩、杨雪 | | 人员姓名 | | | 日期 ...

证券代码：002322 证券简称：理工监测 宁波理工监测科技股份有限公司投资者关系活动记录表 编号： | --- | --- | --- | --- | --- | |---------------------------|------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------|--------------------------| | 投资者关系活动 \n类别 | | √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 \n□新闻发布会 □路演活动 □现场参观 □其他 | | | | 参与单位名称及 | 民生证券 陈龙 | | | | | 人员姓名 | | | | | | 日期、时间 2015 年 6 月 2 | ...

编号： 证券代码：002322 证券简称：理工环科 宁波理工环境能源科技股份有限公司投资者关系活动记录表 | --- | --- | |---------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | 投资者关系活动 | √特定对象调研□分析师会议□媒体采访□业绩说明会□新闻发布会□路 | | 类别 | 演活动□现场参观 □其他 | | 参与单位名称及 | 中国人寿 崔雷；国泰君安 邱子良；天 ...

编号： 证券代码：002322 证券简称：理工环科 宁波理工环境能源科技股份有限公司投资者关系活动记录表 | --- | --- | |----------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

编号： 证券代码：002322 证券简称：理工环科 宁波理工环境能源科技股份有限公司投资者关系活动记录表 | --- | --- | |----------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：002322 证券简称：理工监测 编号： 宁波理工监测科技股份有限公司投资者关系活动记录表 | --- | --- | |----------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

编号： 证券代码：002322 证券简称：理工监测 宁波理工监测科技股份有限公司投资者关系活动记录表 | --- | --- | |----------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | 投资者关系活动 | √特定对象调 ...

Company Overview - Ningbo LIGONG Monitoring Technology Co., Ltd. was established in 2000 and listed on the Shenzhen Stock Exchange in 2009. The company specializes in online monitoring products for the power industry, including various monitoring systems for water, insulation, and transmission lines [2]. - The company experienced rapid growth due to the promotion of smart grids by the State Grid Corporation in 2010, although competition intensified and affected product pricing [2]. Market Trends and Opportunities - The promotion of state inspection equipment by the State Grid is expected to positively impact the company, although significant volume growth has not yet been observed [2]. - During the 13th Five-Year Plan, water environment monitoring and management have become priorities, particularly in Zhejiang Province, which is actively pursuing initiatives for water pollution control [2]. - The ongoing "Five Water Governance" project in Taizhou, Zhejiang, presents significant growth opportunities for the water monitoring market [2]. Strategic Development Direction - The company has established a strategic direction focusing on three main business segments: online monitoring equipment for power, information services for power engineering projects, and environmental monitoring [3]. - The strategic framework aims to position the company as a leader in technology, quality, service, and market share, with a focus on "environmental protection, energy saving, and intelligence" [3]. Mergers and Acquisitions - The acquisition of Beijing Shanyang Oriental Environmental Technology Co., Ltd. is expected to enhance the company's capabilities in the environmental monitoring sector and provide strong market synergy [3]. - The integration of Shanyang's market strengths with LIGONG's R&D capabilities is anticipated to create significant collaborative effects [3]. Financial Performance and Projections - The restructuring process has been completed, with new shares listed in October 2015, and management integration is also finalized [3]. - The company aims to continue seeking new projects and quality acquisition targets to expand its business and enhance profitability [3]. Competitive Position - Jiangxi Bowei New Technology Co., Ltd. focuses on the informatization of power engineering and has maintained a leading market share in power engineering cost software [4]. - Bowei's software products are recognized for their practicality and efficiency, contributing to the overall profitability and stability of the company [5].

Company Overview - Ningbo LIGONG Monitoring Technology Co., Ltd. was established in 2000 and listed on the Shenzhen Stock Exchange in 2009, primarily focusing on online monitoring products for the power industry [2]. - The company has developed various monitoring products, including online monitoring for SF6, micro-water, partial discharge, and transmission lines, benefiting from the rapid expansion of the smart grid promoted by the State Grid Corporation [2]. Market Dynamics - The market for online monitoring products has seen increased competition due to rapid expansion, leading to a decrease in product prices despite a slight increase in demand [2]. - The promotion of state inspection equipment by the State Grid is expected to positively impact the company, although the actual effect will depend on the promotion's intensity [2]. Strategic Development - The company has established a strategic direction focusing on "environmental protection, energy saving, and intelligence," aiming to become a leader in technology, quality, service, and market share [3]. - The company is actively seeking new projects and quality acquisition targets to expand its business and enhance profitability [3]. Acquisition and Integration - The acquisition of Beijing Shangyang Oriental Environmental Technology Co., Ltd. is expected to enhance the company's capabilities in the environmental monitoring sector, leveraging Shangyang's market influence and the company's technological strengths [3]. - The integration of management, research, and culture is ongoing, with the restructuring process completed in October 2015 [3]. Environmental Monitoring Market - The "Thirteenth Five-Year Plan" emphasizes water environment monitoring and management, presenting significant growth opportunities for the company in the water monitoring market [2]. - The company plans to expand its services in air monitoring, drinking water monitoring, and coastal monitoring while maintaining its leading position in surface water monitoring [4]. Financial Performance - Jiangxi Bowei New Technology Co., Ltd. focuses on the informatization of power engineering, maintaining a leading market share in power engineering cost software, which contributes stable cash flow and profitability to the company [4]. - The company aims to enhance its profitability by reducing performance volatility due to uncertainties in client bidding processes [4]. Conclusion - The company is positioned to leverage its technological advancements and market strategies to enhance its competitive edge in both the power and environmental monitoring sectors, aiming for sustainable growth and profitability [3][4].

编号： 证券代码：002322 证券简称：理工环科 宁波理工环境能源科技股份有限公司投资者关系活动记录表 | --- | --- | |---------------------|------------------------------------------------------------------------------| | | | | 投资者关系活动 | √特定对象调研□分析师会议□媒体采访□业绩说明会□新闻发布会□路 | | 类别 | 演活动□现场参观 □其他 | | 参与单位名称及 | 大成基金 杨挺、黄海昕；浙商证券 牛波、郑丽娟 | | 人员姓名 | | | | 日期、时间 2016 年 10 月 27 日 14:00 | | 地点 公司会议室 | | | | 公司接待人姓名 董事会秘书李雪会，监事会主席郑键，证代俞凌佳 | | 附件清单（如有） 无 | | | | 一、公司基本情况 | | | 公司形成了环境监测和治理板块、智能电网在线监测板块和电力工程项目建设信 | | | 息化服务板块三大业务板块。在巩固和扩大三大板块各自竞争优势的基础上，公司将 | | | 以数据获取为主体， ...