M&S ELECTRONICS(SH:688311) Zheng Quan Shi Bao Wang·2025-12-29 11:16Core Viewpoint - The strategic cooperation agreement between Alliance Electronics and Sichuan Energy Investment aims to leverage each other's resources to enhance technological innovation and business collaboration in the power industry, particularly in areas such as power communication, IoT, and data intelligence [1][2]. Group 1: Strategic Cooperation Agreement - Alliance Electronics and Sichuan Energy Investment signed a strategic cooperation agreement to deepen collaboration in the power sector [1]. - The agreement focuses on areas such as power communication network innovation, data intelligence platform development, and enhancing the anti-interference capabilities of power equipment [1][2]. - Both companies plan to establish mechanisms for high-level meetings, daily operations, and information synchronization to ensure smooth cooperation [2]. Group 2: Financial Overview of Sichuan Energy Investment - Sichuan Energy Investment reported a projected revenue of 4.776 billion yuan and a net profit of 400 million yuan for the fiscal year 2024 [1]. - As of December 31, 2024, the total assets of Sichuan Energy Investment are expected to reach 7.362 billion yuan, with total equity attributable to shareholders amounting to 3.615 billion yuan [1]. Group 3: Technological Development Focus - The collaboration will include the development of applications for smart meters and centralized devices, focusing on features like topology recognition and rapid fault location [2]. - A joint effort will be made to create a big data platform that integrates electricity usage information, equipment status, and grid operation data, incorporating AI analysis modules for smart applications [2]. - The partnership will explore the integration of satellite communication with drones for power inspection and emergency material delivery [2].