Group 1: BIM Standards Impact - The introduction of BIM construction standards marks a significant step towards unifying industry practices, facilitating information sharing across the entire lifecycle of construction projects [1] - BIM technology aligns closely with the digitalization needs of the power industry, particularly in smart grid asset management [2] - The establishment of national BIM standards enhances data flow and application, reinforcing the competitive advantage of the company in the power sector [2] Group 2: Market Opportunities - The release of BIM national standards signals new market demands, expanding the market capacity for the company's information technology products [2] - The company has obtained Class A design qualifications in the power sector, solidifying its competitive edge in engineering design services [2] - Recent design competitions showcased the company's capabilities, with projects winning first and second prizes, demonstrating effective application of BIM design principles [2] Group 3: Industry Growth Potential - The implementation of BIM construction standards is expected to stimulate market demand and attract more enterprises to participate in the power industry [3] - The ongoing research and development in three-dimensional digital design by various design institutes indicates a growing interest in BIM applications [3]

Financial Performance - The company achieved operating revenue of 15,702.87 million yuan in Q3 2017, a year-on-year increase of 43.48% [2] - Net profit attributable to shareholders was 2,396.39 million yuan, up 63.99% compared to the same period last year [3] - For the year-to-date, operating revenue reached 45,081.05 million yuan, reflecting a growth of 54.31% [3] - Year-to-date net profit attributable to shareholders was 7,156.04 million yuan, a 61.29% increase year-on-year [3] Revenue Breakdown - Traditional business revenue was 24,884.01 million yuan, accounting for 55.20% of total revenue [3] - "Electric + " product revenue was 10,324.63 million yuan, making up 22.90% of total revenue [3] - EPC cloud service revenue was 4,196.10 million yuan, representing 9.31% of total revenue [3] - Integrated power distribution cloud platform revenue was 2,134.55 million yuan, contributing 4.73% to total revenue [3] Cloud Service Platform - The cloud service platform registered 56,514 users, with 4,229 being enterprises [3] - The "Electric +" platform had 23,000 registered users, while the "Remote Knowledge" platform had over 20,000 individual users [4] - The company expects to confirm approximately 200 million yuan in revenue from ongoing projects by the end of the year [4] Business Strategy and Market Position - The company is focusing on an internet-based cloud service model to enhance its market position in the energy sector [5] - Traditional business software accounts for over 50% of traditional business revenue, which saw a 100% increase in Q3 [5] - The company is gradually shifting its sales model to adapt to the cloud service approach, with a mix of free and paid modules for the integrated power distribution cloud platform [6] Industry Insights - The company is exploring opportunities in the energy sector, which is undergoing significant reforms and increasing participation from private capital [5] - The penetration rate of cloud service products is still developing, with ongoing efforts to attract more clients [6]

证券代码：300365 证券简称：恒华科技 北京恒华伟业科技股份有限公司 投资者关系活动记录表 编号：2020-008 | --- | --- | --- | --- | --- | |-----------------------|-----------------------------------------------------------------------------------|--------------------|----------------------------------------------------|--------| | 投资者关系活动 \n类别 | □特定对象调研 \n□媒体采访 □业绩说明会 \n□新闻发布会 □路演活动 \n□现场参观 \n■其他 | \n（电话会议调研） | □分析师会议 | | | | 海通证券 | 杨林 | 海通证券 | 郑宏达 | | | 海通证券 | 卢骁洋 | 招商基金（上海） | 李京洋 | | | 西部利得基金 | 吴桐 | 西部利得基金 | 杨浩宇 | | | 东海基金 | 侯子超 | 中海基金 | 包江麟 | | | 华宸 ...

证券代码：300365 证券简称：恒华科技 北京恒华伟业科技股份有限公司 投资者关系活动记录表 编号：2019-003 | --- | --- | --- | --- | --- | --- | |-----------------------|--------------------------------------------------------------------------------------------------------|-------------|------------|-------|--------| | 投资者关系活动 \n类别 | ■特定对象调研 \n□媒体采访 □业绩说明会 \n□新闻发布会 □路演活动 \n□现场参观 \n■其他 （电话会议调研） | □分析师会议 | | | | | | 上午电话会议参与人员名单： | | | | | | | 新时代证券 | 田杰华 | 新时代证券 | | 赵晓晗 | | | 华夏基金 | 张 帆 | 华夏基金 | | 孙艺峻 | | | 交银施罗德 | 刘庆祥 | 交银施罗德 | 何 | 帅 | | | 中金基金 | 田 萌 | ...

Group 1: Company Overview and Business Model - The company is positioned as an information service provider for smart grids, offering integrated and specialized services throughout the entire lifecycle of smart grid projects [3]. - The business structure has been reorganized into three main segments: design, infrastructure management, and power distribution [3]. - The company is transitioning to a SaaS model, providing online services and building a community to connect suppliers in the energy internet ecosystem [3][4]. Group 2: Market and Industry Trends - The energy sector is increasingly focusing on efficient energy utilization and the development of a comprehensive energy service model [4]. - The number of registered power trading companies reached approximately 3,500 by the end of 2017, with market-based electricity transactions accounting for 26% of total electricity consumption [4][5]. - The company’s power distribution segment accounted for 17.39% of total revenue in 2017, indicating a significant contribution to overall business [5]. Group 3: Future Growth and Development - The company anticipates substantial growth opportunities as the benefits of electricity system reforms are just beginning to materialize [6]. - The market for comprehensive energy services is expected to expand significantly, driven by the push for clean energy and cost reduction [6]. - The company currently employs around 1,100 people, with future growth in personnel expected to be moderate, focusing on core technical and management roles [7]. Group 4: SaaS Product Development - The company has signed contracts with over 240 power trading companies for its SaaS products, showcasing a strong competitive advantage in the industry [5]. - The SaaS product lines include design, infrastructure management, and power distribution, with a focus on leveraging new technologies like BIM for enhanced service delivery [6]. - The growth of enterprise users is primarily driven by design firms and power distribution companies, indicating a targeted market approach [7].

证券代码：300365 证券简称：恒华科技 编号：2018-005 北京恒华伟业科技股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | --- | |-----------------------|-------------------------------------------------------------------------------------|---------|-------------|---------| | 投资者关系活动 \n类别 | ■特定对象调研 \n□媒体采访 □业绩说明会 \n□新闻发布会 □路演活动 \n□现场参观 \n□其他 | | □分析师会议 | | | | 国泰君安 | 李沐华 | 国泰君安 | 杨文健 | | | 申万宏源 | 宁柯瑜 | 申万宏源 | 刘嘉珊 | | | 新时代证券 | 孙业亮 | 新时代证券 | 王继雪 | | | 远策投资 | 李 超 | 远策投资 | 王菡珏 | | | 聚睿投资 | 陈俊良 | 聚睿投资 | 汲亚飞 | | | 天弘基金 | 周楷宁 | 天弘基金 | 吴明鉴 | | 参与单位名称 ...

1 证券代码：300365 证券简称：恒华科技 北京恒华伟业科技股份有限公司 投资者关系活动记录表 编号：2018-004 | --- | --- | --- | --- | --- | |-----------------------|-----------------------------------------------------------------------------------------------|---------|------------|----------------------------------------------------| | 投资者关系活动 \n类别 | ■特定对象调研 □分析师会议 \n□媒体采访 □业绩说明会 \n□新闻发布会 □路演活动 \n□现场参观 \n□其他 | | | | | | 交银施罗德 | 刘庆祥 | 交银施罗德 | 杨 浩 | | | 交银施罗德 | 何 帅 | 交银施罗德 | 沈 楠 | | | 新时代证券 | 田杰华 | 新时代证券 | 孙业亮 | | | 国金证券 | 邓 伟 | 东兴证券 | 韩 宇 | | 参与单位名称及 ...

证券代码：300365 证券简称：恒华科技 北京恒华伟业科技股份有限公司 投资者关系活动记录表 编号：2018-006 | --- | --- | --- | --- | --- | --- | |-----------------------|-----------------------------------------------------------------------------------------------|--------|--------|----------------------------------------------------|---------| | 投资者关系活动 \n类别 | ■特定对象调研 □分析师会议 \n□媒体采访 □业绩说明会 \n□新闻发布会 □路演活动 \n□现场参观 \n□其他 | | | | | | | 新时代证券 | | 田杰华 | 新时代证券 | 孙业亮 | | | 长城证券 | 杨 | 烨 | 中信证券 | 张 帅 | | | 广发证券 | 郑 | 楠 | 安信证券 | 徐文杰 | | | 天风证券 | | 葛婧瑜 | 恒泰证券 | 焦 ...

证券代码：300365 证券简称：恒华科技 北京恒华伟业科技股份有限公司 投资者关系活动记录表 编号：2018-007 | --- | --- | --- | --- | --- | --- | |-----------------------|---------------------------------------------------------------------------------------------------------------|---------|--------|--------------------------------------------------------|----------------| | 投资者关系活 \n动类别 | □特定对象调研 □分析师会议 \n□媒体采访 □业绩说明会 \n□新闻发布会 □路演活动 \n□现场参观 \n■其他（电话会议调研） | | | | | | | 天风证券 | | 沈海兵 | 天风证券 | 张 鑫 | | | 泓德基金 | | 董肖俊 | 中信建投证券 | 张咏梅 | | | 招商证券 | | 刘逸君 | 国寿养老 ...

证券代码：300365 证券简称：恒华科技 1 北京恒华伟业科技股份有限公司 投资者关系活动记录表 编号：2018-008 | --- | --- | --- | --- | --- | --- | |-----------------------|---------------------------------------------------------------------------------------------------------------|---------|--------------|-------|--------| | 投资者关系活 \n动类别 | □特定对象调研 □分析师会议 \n□媒体采访 □业绩说明会 \n□新闻发布会 □路演活动 \n□现场参观 \n■其他（电话会议调研） | | | | | | | 安信证券 | 徐文杰 | 方正证券 | 冯 | 鹏 | | | 易方达基金 | 胡鲁斌 | 中信证券 | | 程伟庆 | | | 泓德基金 | 董肖俊 | 民生证券 | | 李 林 | | | 东吴基金 | 徐亦达 | 天弘基金 | | 周楷宁 | | | 易方达基金 ...