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调研速递|广哈通信接受广东辖区投资者集体接待日等1家机构调研 精彩要点披露

Core Viewpoint - Guangzhou Guangha Communication Co., Ltd. held an investor meeting on September 19, 2025, to discuss its mid-year performance and future strategies, highlighting its focus on digitalization in hydropower, AI applications, market expansion, and capital enhancement through refinancing [1]. Group 1: Investor Relations Activity - The investor meeting was categorized as a performance briefing, held on September 19, 2025, from 15:30 to 17:00, via Panoramic Network, with key personnel including Chairman Sun Yequan and CFO Chen Wei [1]. Group 2: Project Participation - The subsidiary Yiyong Shidian has been engaged in the pumped storage digitalization sector for nearly 20 years, providing services to over 60 pumped storage power stations, holding a market share of over 65% in the existing digital market [1]. - The company has received the National Quality Engineering Gold Award for the "Fengman Hydropower Station Comprehensive Quality (Reconstruction) Project" for the years 2022-2023 [1]. Group 3: AI Innovations - Guangha Communication has developed an intelligent scheduling solution based on large models, enhancing the efficiency and stability of power grid operations, which has been implemented in the National Grid's sub-level power dispatch control centers [1]. Group 4: Market Performance - The company emphasizes market value management, which is included in management performance metrics, achieving double-digit growth for several consecutive years [1]. - In the first half of the year, the company reported revenue of 194 million yuan, a year-on-year increase of 28%, and a net profit attributable to shareholders of 24.44 million yuan, up 70% year-on-year [1]. Group 5: Technological Advancements - The company has made progress in its "Nuclear Intelligence Cloud" technology system, achieving 100% domestic adaptation of 5G core network technology and establishing a domestic 5G network encryption system [1]. - The company has initiated research on a big data platform for power equipment status and has developed a cold cathode ray machine, breaking the long-standing monopoly of foreign manufacturers in the detection equipment market [1]. Group 6: Financing Developments - The company’s plan to issue shares to specific investors was approved at the shareholders' meeting on September 15, 2025, and will be submitted for exchange review [1]. - This issuance aims to enhance capital strength, expand business scale, improve operational resilience, and accelerate technology research and industrialization [1].