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南网数字(301638) - 2026-003投资者关系活动记录表0116
2026-01-16 09:20
Group 1: Company Overview and Development - The company was established in 2017, originally named Dingxin Information Technology Co., Ltd., and rebranded in 2019 as Southern Power Grid Digital Grid Research Institute Co., Ltd. [2] - The company has integrated multiple digital-related businesses within Southern Power Grid and has established several subsidiaries, implementing a corporate middle platform strategy and prioritizing artificial intelligence [2] - Major digital technology platforms, including the Southern Grid Cloud Platform and Big Data Platform, have been constructed and upgraded since 2022 to accelerate the development of a new power system [2] Group 2: AI and Technology Development - The "Dawatt" AI model achieves 100% full-stack domestic control of software and hardware, providing specialized services in power knowledge retrieval, defect detection, power scheduling, and grid planning [3] - The Fuxi series chips are dedicated control chips for the power industry, utilizing a fully domestic instruction set and achieving a power consumption of less than 1.71W [3] - Current applications of the Fuxi chip include distribution automation terminals and low-voltage intelligent switches, with plans to expand into smart terminals and low-voltage communication [3] Group 3: Investment Projects and Expected Outcomes - Six major investment projects are expected to be completed within three years, focusing on digital twin platforms, intelligent IoT systems, and advanced AI applications [4] - The projects aim to enhance market scale, product capabilities, and establish a cloud service platform capable of processing real-time data from millions of energy devices [4][5] Group 4: Competitive Strategies and Talent Management - The company aims to lead in digital transformation by aligning core technologies with industry trends, focusing on digital twin and autonomous controllability [5] - A comprehensive talent recruitment mechanism is in place, collaborating with universities and research institutions to attract high-level talent, particularly in chip and AI model fields [5][6] - Employee training programs are regularly conducted to enhance professional skills, and a competitive compensation system is established to motivate R&D personnel [6]