科大智能科技股份有限公司 证券代码：300222 证券简称：科大智能 科大智能科技股份有限公司 投资者活动记录表 编号：2025-02 投资者关系活动 类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 √现场参观 □电话会议 □其他： （请文字说明其他活动内容） 参与单位名称 东方财富证券股份有限公司、上海景行私募基金管理有限公司、上海禧弘私 募基金管理有限公司、上海远希私募基金管理有限公司、上海佑诗私募基金 管理有限公司、福建滚雪球投资管理有限公司、财通证券股份有限公司 时间 2025 年 7 月 16 日 14:30-17:00 地点 公司会议室、展厅 公司接待人员 姓名 董事会秘书王家伦先生、证券事务代表金杨女士 投资者关系活动 主要内容介绍 投资者参观了公司展厅及部分生产线，并就相关问题进行了沟通。 1、请董秘介绍一下公司的整体业务情况。 答：公司深耕电力能源领域 20 多年，是一家通过自主研制智能化产品集 "源-网-荷-储"完整产业链布局的数字能源综合解决方案供应商。公司以"数 字能源"和"智能机器人应用"两大业务载体，积极布局主动配电网、储能、 机器人先进控制 ...

Core Viewpoint - The company is positioned to benefit from the rapid development of new energy systems and the digital energy sector, driven by national policies and market demands [7][11]. Company Overview - The company operates primarily in two business segments: "Digital Energy" and "Intelligent Robotics," focusing on core technologies such as active distribution networks, energy storage, advanced control of robots, and artificial intelligence [3][6]. - The company has over 20 years of experience in the electric power energy sector, providing integrated solutions across the entire "source-network-load-storage" industrial chain [6][14]. Digital Energy Sector - The company is one of the earliest entrants in the distribution automation field in China, actively participating in the development of smart grids and new energy systems [4][5]. - National policies are accelerating the construction of new power systems, with significant investment expected in the digital energy sector, projected to exceed 10 trillion yuan by 2030 [7][10]. - The transition to a digital and intelligent distribution network is essential to accommodate the increasing penetration of distributed renewable energy and electric vehicles [8][9]. Intelligent Robotics Sector - The robotics industry in China is expected to maintain a high growth rate, with an annual revenue growth rate exceeding 20% by 2025 [12]. - The company has developed a diverse range of customized intelligent robotic products and solutions, serving various industries including automotive, new energy, and rail transportation [15]. - The increasing competition in the robotics sector has led to challenges in profitability, with many companies facing intense market pressure [12]. Business Model - The digital energy business primarily serves state-owned power companies and large energy-consuming enterprises, utilizing a bidding process for order acquisition [13]. - The intelligent robotics business operates on a "make-to-order" model, focusing on customized solutions based on client needs [13]. Market Position - The company holds a strong market position in the electric power and energy sector, with significant influence in smart distribution and energy storage products [14]. - The company's robotics products are widely recognized in various applications, achieving high market acceptance and operational efficiency [15].