CSG(SZ:300222) Zheng Quan Shi Bao Wang·2025-04-20 15:54Core Viewpoint - Keda Intelligent reported a revenue of 2.739 billion yuan for 2024, a year-on-year decrease of 11.72%, but achieved a net profit of 70.0353 million yuan, marking a turnaround from losses [1] Group 1: Business Performance - The company has focused on the development of its digital energy business, which has shown initial success in its strategic direction [1] - The digital energy segment generated 2.101 billion yuan in revenue, accounting for 75.92% of total revenue [1] - The company completed the divestiture of underperforming business units, leading to a reduction in losses [1] Group 2: Market Position and Growth - Keda Intelligent has maintained a leading market share in smart power distribution equipment, with a 41% increase in the annual contract amount for State Grid projects [1] - The company ranks among the top three in the industry for energy storage installations [1] - The AI vision technology developed for inspection robots has reached an internationally leading level, serving over a thousand projects for major enterprises [2] Group 3: Future Outlook - The ongoing construction of new power systems under the "dual carbon" goals presents significant growth opportunities for the digital energy business [2] - The company plans to increase investment in research and market development within the new power system sector, leveraging its accumulated advantages in technology, talent, and resources [2] - The first quarter of 2025 showed a revenue increase of 28.19% year-on-year, driven by growth in the digital energy business [2]