近日，国家能源集团国能信控公司"面向电力数字化转型升级的智能可视化开发运维平台"成功入选第12届TiD质量竞争力大会发布的《2025年度软件行业优 秀案例集》，并获评"新产业优秀工具"。 该项目依托国能信控自主研发的星海·IMS开发平台，通过全景可视化运维、智能知识库与跨平台一键部署引擎，构建起行业先进的"所见即所得"智能交互体 系，实现电力运维从"人工驱动"到"数据驱动"的跨越。通过采用可视化操作中间件，对全量操作进行图形化封装与零代码驱动，大幅降低技术门槛。基于动 态知识图谱，深度融合AI技术，持续学习、优化决策，实施精准运维，故障处理效率与准确率得到明显提升。目前，该平台已在集团多家省公司及厂站落 地应用并取得显著成效，实现新产品上线部署周期缩短50%以上，运维人力成本降低45%，初级运维可完成80%中高级操作，有效缓解专业人才短缺问题。 本届TiD2025大会以"聚焦新质生产力，助力软件高质量发展"为主题，围绕"新产业、新模式、新动能"，深度研讨AI原生开发、智能体协同研发、大模型驱 动测试等颠覆性实践。此次评选从创新性、适用性、完整性、效益四个维度开展，综合考量解决方案的创新与成长性、产品优势、运营 ...

Investment Rating - The report maintains an "Outperform" rating for the company with a target price of RMB 42.88 [1][5][9] Core Insights - The company has successfully won a project for the Guangdong Power Grid's distributed energy storage system, marking a breakthrough in its energy storage business, which is expected to accelerate order releases and promote long-term growth [1][5][10] - Revenue for 2024 is projected to reach RMB 3.01 billion, representing an 18.8% year-on-year increase, while net profit attributable to shareholders is expected to be RMB 365 million, up 29.7% year-on-year [5][9] - The company is entering a phase of significant order growth following the signing of contracts for energy storage projects, validating its technology and integration capabilities [5][10] Financial Summary - Total revenue is forecasted to grow from RMB 2.54 billion in 2023 to RMB 6.73 billion by 2027, with a compound annual growth rate (CAGR) of 28.4% [3][6] - Net profit attributable to shareholders is expected to increase from RMB 281 million in 2023 to RMB 818 million in 2027, reflecting a CAGR of 26.8% [3][6] - The company's gross profit margin is projected to improve from 28.4% in 2023 to 31.0% in 2027 [3][7] Revenue Breakdown - The company’s revenue is expected to be driven by various segments, including: - Testing and commissioning services, with revenue projected to grow from RMB 780.10 million in 2024 to RMB 1.65 billion in 2027 [7] - Smart distribution and power supply equipment, with revenue expected to rise from RMB 760.33 million in 2024 to RMB 2.08 billion in 2027 [7] - Energy storage system technology services, with a slight recovery expected, growing from RMB 593.40 million in 2024 to RMB 789.81 million in 2027 [7] Market Context - The digital transformation of the power sector is accelerating, supported by government policies aimed at enhancing energy infrastructure and promoting digitalization [5][10] - The company is positioned to benefit from the growing demand for energy storage solutions as it enters the bulk procurement system for distribution network electrochemical storage equipment [5][10]