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 | --- | --- | |---------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Group 1: Company Overview and Strategic Goals - The company has established two main business segments: environmental protection and energy [2] - The strategic goal is to invest in the construction of over 10,000 monitoring stations to create the largest and most comprehensive ecological environment perception network globally [2] - The vision is to leverage technology to improve the environment, aiming for clearer skies, cleaner water, and a better home [2] Group 2: Environmental Monitoring - The company has strong market influence in water quality monitoring, with significant growth potential in the online water quality monitoring market [3] - The acquisition of Shangyang Environmental Technology has enhanced the company's industry experience and market capabilities [3] - The company is actively involved in various environmental monitoring projects, including air quality and groundwater monitoring [4] Group 3: Environmental Governance - The company entered the soil remediation sector by acquiring Hunan Bilun, focusing on industrial and commercial land [5] - The market potential for soil remediation is estimated to reach 10 trillion, with significant growth opportunities in various provinces [5] - The company is leveraging its technological advantages and strong order acquisition capabilities to expand its presence in the soil remediation market [5] Group 4: Big Data in Environmental Protection - The company is investing in smart environmental protection and environmental big data applications, establishing a solid foundation for data procurement models [5] - The environmental monitoring data management platform is designed for centralized data management and analysis [7] - The company aims to transition into a comprehensive environmental service provider through data acquisition, processing, and application [7] Group 5: Energy Sector - The company has seen rapid development in the smart grid online monitoring sector since 2010, although competition has intensified [6] - The company is focusing on information services for power engineering projects, maintaining a leading market share in power engineering cost tools [6] - The company is exploring new growth opportunities in the energy sector, including the development of mobile applications for distribution networks [6]

Group 1: Company Overview - Ningbo LIGONG Environmental Energy Technology Co., Ltd. was established in 2000 and listed on the Shenzhen Stock Exchange in 2009 [2] - The company expanded its business into environmental protection by acquiring Jiangxi Bowei and Beijing Shangyang in 2015, and Hunan Bilun in 2016, forming a comprehensive environmental monitoring and management service [2][3] - The company operates in two main sectors: environmental protection and energy, with four key business segments: water quality monitoring, air monitoring, soil remediation, and power monitoring [2][3] Group 2: Business Segments - Environmental protection services include comprehensive solutions in smart environmental management, intelligent operation and maintenance, environmental assessment, and decision-making support [2] - Energy services focus on power monitoring and information technology, achieving over 80% market share in power engineering cost estimation software [2][3] - The company’s power monitoring covers generation, transmission, and transformation, providing real-time monitoring and data analysis for reliable operation [2][3] Group 3: Market Position and Financials - Jiangxi Bowei holds the leading position in the domestic power engineering cost estimation and information system market, with a market share exceeding 80% and a gross margin of over 90% for its cost estimation software [3][4] - The company has approximately 30,000 to 40,000 clients, primarily including owners, power design institutes, construction units, and consulting firms [5] - The return rate for general products exceeds 95% [5] Group 4: Innovation and Technology - The company has developed advanced solutions such as a data visualization platform, drone inspection systems, and a cloud-based cost estimation system, enhancing operational efficiency and safety [4] - The integration of artificial intelligence and IoT technologies in their services aims to optimize project management and improve inspection processes [4] - The company is expanding its design market in multiple provinces, focusing on power distribution engineering design and cost consulting services [4][5]

Group 1: Impact of COVID-19 and Market Potential - The COVID-19 pandemic has had a slight impact on the company's business, but the effects are currently manageable [2] - The water quality monitoring equipment sector has long-term growth potential driven by government initiatives against water pollution [2][3] Group 2: Government Policies and Industry Growth - Recent government policies emphasize strengthening monitoring capabilities and establishing a comprehensive ecological environment monitoring network [3] - The company has maintained high growth rates in water quality monitoring due to supportive policies such as the "Water Ten Measures" and related guidelines [3][4] Group 3: Financial Performance - In 2017, the company achieved a revenue of 229.38 million CNY, a decrease of 13.57% year-on-year, while net profit was 58.44 million CNY, an increase of 63.45% [4] - The net profit excluding non-recurring gains was 54.50 million CNY, reflecting a growth of 53.32% year-on-year [4] Group 4: Competitive Advantages and Market Position - The company has a strong competitive edge in the environmental monitoring industry, supported by a robust R&D team and over 800 personnel in software and information technology [5] - Major competitors in the water quality monitoring field include companies like Lihe Technology and Zhongxing Instruments, but the company believes it holds a leading position in the market [5][6] Group 5: Future Outlook and Strategic Development - The company plans to continue expanding its environmental information technology business, focusing on market demand and innovative solutions [5] - The soil remediation business currently has a processing capacity of approximately 2.5 million cubic meters, with expectations for market growth driven by government initiatives [7]

证券代码：002322 证券简称：理工环科 编号： 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 | --- | --- | --- | |-----------------------|-------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

Company Overview - Ningbo LIGONG Environmental Energy Technology Co., Ltd. was established in 2000 and listed on the Shenzhen Stock Exchange in 2009. The company underwent a major asset restructuring in 2015, expanding its business from power monitoring to environmental protection [2]. - The company has developed a comprehensive business structure consisting of two main areas: power informationization and environmental protection, with four business segments [2][3]. Business Segments Environmental Protection - The environmental protection segment includes water quality monitoring, air quality monitoring, and soil remediation, providing comprehensive services in five areas: smart environmental protection, intelligent operation and maintenance, environmental assessment, precise law enforcement, and environmental consulting [3]. - The company has developed a unique data service procurement model, known as the "Zhejiang Model," which emphasizes the use of data for environmental monitoring and management [3]. Soil Remediation - After acquiring Hunan Bilun Company, the company has successfully completed several major projects, including over 100 million yuan in soil remediation projects [4][5]. - The company specializes in heavy metal remediation and organic pollutant restoration, holding a first-class qualification in environmental construction [5]. Power Monitoring - As the first listed company in power monitoring, the company covers the entire power generation, transmission, and transformation process, providing comprehensive monitoring solutions [5][6]. - The company has developed a remote monitoring center that allows for real-time monitoring of power equipment across the country, enhancing operational efficiency [6]. Power Informationization - The wholly-owned subsidiary Jiangxi Bowei Company leads the market in power engineering cost and information systems, with a market share exceeding 80% and a gross profit margin of over 90% [6][7]. - The company has expanded its offerings to include design software and innovative projects, such as drone inspection solutions and three-dimensional design platforms [7][8]. Market Position and Future Outlook - The company has established a strong market presence in both environmental protection and power monitoring sectors, with significant project wins across various regions [4][5]. - The integration of technology across its business segments allows for shared resources and collaborative growth, positioning the company for future expansion in both the energy and environmental sectors [8].

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 ...

证券代码：002322 证券简称：理工环科 编号： 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：理工环科 编号： 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 \n动类别 | √ \n活动□现场参观 | 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 \n□ 其他 | | 参与单位名称 及人员姓名 | | 国联证券 马宝德、张剑波、沈刚 | | 日期、时间 | 2019 年 5 月 21 日 | 13:00 | | 地点 | 公司会议室 | | | 公司接待人姓 | | 副总经理、董事会秘书李雪会，证券事务代表俞凌佳。 | | 名 附件清单（如 | 2019 年 5 月 21 | 日调研活 ...

证券代码：002322 证券简称：理工环科 编号： 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 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 人员姓名 | 新时代证券 ...