Core Insights - The company has developed an intelligent inspection system for transmission lines, which is self-designed and produced, holding core intellectual property rights [1] - The company is expanding its product offerings in the inspection robot sector, which is expected to have a higher gross margin compared to existing monitoring devices [2] - The intelligent inspection system for substations integrates various devices for data collection, automatic inspection, and intelligent analysis, already deployed in multiple provinces [3] - The company has made significant strides in overseas market expansion, focusing on digital needs of state grids in regions like the Middle East and Southeast Asia, with higher gross margins on exported products [4] - The company has completed the development of the electric monitoring series products and is currently focusing on sales to the Southern Power Grid, with a projected increase in revenue share from this market starting in 2025 [5]
调研速递|山东信通电子接受西部证券等2家机构调研，透露业务布局与市场拓展要点