投资者关系活动记录表 编号：2025-003 | | 特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 形式 | 线下交流 | | 参与单位名称及人员姓名 | 西部证券 刘荣辉 | | | 华福证券 钱劲宇 | | 时间 2025 | 年 9 月 26 日 下午 14：00-15:00 | | 地点 | 信通电子会议室 | | 上市公司接待人员姓名 | 董事会秘书 孙红玲 | | | 研发总监 孔志强 | | 交流内容及具体问答 | 1、公司输电线路智能巡检系统哪些环节是自研自产？哪些是外购？公 | | | 司不同电压等级产品毛利率变化情况？ | | 记录 | | | | 答：尊敬的投资者，您好，公司输电线路智能巡检系统均由公司自主设 | | | 计、研发并生产，再面向客户销售，所有产品技术均具有核心自主知识 | | | 产权。在产品生产过程中，公司会根据产品 BOM 向供应商采购原材料， | | | 之后在车间完成产品生产等。输 ...

Core Insights - Jiangxing Intelligent has completed six rounds of financing in seven years, attracting significant investment from top AI venture capital firms in China, indicating strong market confidence in the company's business model and growth potential [1][9] - The company integrates edge computing and AI technologies to empower the digital transformation of the power energy industry, positioning itself as an innovator in the sector [1][3] Company Overview - Jiangxing Intelligent was founded in 2018 and has rapidly developed a leading position in edge computing applications within the power sector, focusing on real-time monitoring and management of substations [2][3] - The company has grown from fewer than 10 employees at its inception to nearly 200, reflecting its robust research and development capabilities and market expansion [9] Technology and Innovation - The company has developed a remote intelligent inspection system that utilizes edge computing to enhance the efficiency and reliability of substation inspections, allowing for remote monitoring and significant cost savings [3][4] - Jiangxing Intelligent's "Yuanwen Big Model" leverages various data sources to improve predictive analytics in power systems, enabling early detection of equipment failures and environmental risks [8] Market Trends - The demand for renewable energy is increasing, and Jiangxing Intelligent is adapting by incorporating drone technology for aerial inspections, providing precise operational information to clients [4] - The establishment of virtual power plants is becoming a mainstream trend, with Jiangxing Intelligent participating as an aggregator, facilitating dynamic load management and contributing to the green energy transition [5][6] Future Outlook - The company plans to accelerate the development of intelligent inspection systems for renewable energy generation sites and virtual power plant platforms, aiming to enhance energy management solutions [9] - Jiangxing Intelligent is focused on integrating composite models with causal learning mechanisms to advance intelligent operations and decision-making in industrial applications [9]