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南网数字(301638) - 2026-004投资者关系活动记录表0121
2026-01-21 10:04
Group 1: "Dianhong" IoT Operating System - "Dianhong" IoT operating system is the first domestic power IoT operating system developed based on the national open-source system, featuring five technical characteristics: elastic scalability, unified model, unified bus, industrial safety, and agile networking [2] - The system enables plug-and-play capabilities for different types and brands of power equipment, facilitating massive data interconnectivity and supporting the large-scale access and operation maintenance of IoT devices in the new power system [2] - The company is actively building the "Dianhong" ecosystem through an open technology platform and cooperation mechanism to expand its market share in smart hardware and software systems within the power grid sector [2] Group 2: "Fuxi" Chip Applications - "Fuxi" chip is primarily used in power-specific chips and modules, focusing on applications in distribution network protection, production monitoring, and cybersecurity [3] - The chip is currently applied in medium and low-voltage smart products such as distribution automation terminals and low-voltage smart switches, with plans to enhance its development in smart terminals and low-voltage communication [3] - "Fuxi" chips are mainly sold to upstream and downstream ecosystem partners in the power energy industry [3] Group 3: Client Base and Market Expansion - The company's products are mainly utilized in the power energy sector, having established partnerships with major state-owned enterprises and industry leaders such as Southern Power Grid, State Grid, and China Huaneng [3] - In non-electric sectors, the company has provided efficient digital services to clients in transportation, water supply, gas, and public security, leveraging its technical adaptability and experience in digital transformation [3] - The company possesses strong core technical support capabilities and a clear market expansion strategy, indicating broad prospects for new business development [3] Group 4: AI and Digitalization in Energy - The company's digital grid business integrates new information technologies across all aspects of the power sector, enhancing the intelligence level of the physical grid and supporting the construction of a new power system that is intelligent, safe, reliable, green, and efficient [4] - Smart scenarios utilize a variety of technologies, including micro-sensors and distributed data processing, to create a powerful software platform capable of cloud resource storage and big data analysis [4] - Safety and reliability are enhanced through digital twin technology, which allows for real-time assessment and predictive maintenance of equipment, significantly improving supply reliability [4] - Green initiatives focus on improving the perception and communication capabilities of renewable energy, enhancing the accuracy of power generation predictions, and optimizing resource allocation through intelligent scheduling [4]