证券日报网1月6日讯，南网数字（301638）在接受调研者提问时表示，"电鸿"物联操作系统是公司基于 国家开源体系研发的国内首个电力物联操作系统。目前主要是销售"电鸿"系列核心模组、提供定制 化"电鸿"特性行业组件的技术服务。公司将持续积极构建"电鸿"生态，通过开放的技术平台和合作机 制，拓展公司智能硬件终端产品及软件系统在电网领域的市场份额。 ...

投资者活动基本情况 2026年1月6日，南方电网数字电网研究院股份有限公司（下称"南方电网数字研究院"）以特定对象调研 形式接待了中信证券团队。本次调研于当日9:30-10:30在公司会议室举行，中信证券电力与新能源组研 究员李子硕、许文荣，广州临江大道营业部市场总监舒迈、客户经理林沁璇参与调研。公司总会计师兼 董事会秘书杜伟伦、证券管理部总经理及证券事务代表易晓丽等高管负责接待并回应了市场关切。 调研核心要点解析 "电鸿"物联操作系统：模组销售与技术服务双轮驱动 数字基础设施业务：聚焦央国企数字化转型 完善"云管边端"布局 针对"电鸿"物联操作系统的收入模式及商业模式，公司介绍，该系统是基于国家开源体系研发的国内首 个电力物联操作系统，目前主要通过销售"电鸿"系列核心模组、提供定制化"电鸿"特性行业组件技术服 务实现收入。未来1-2年，公司将持续构建"电鸿"生态，依托开放技术平台与合作机制，拓展智能硬件 终端及软件系统在电网领域的市场份额。 在数字基础设施业务布局方面，公司表示，该业务以通用技术平台与底层算力资源为支撑，主要面向大 型央国企提供定制化数字化转型技术底座。结合募投项目"能源行业数据要素流通交易 ...

Group 1: Business Model and Revenue Generation - The "Dianhong" IoT operating system is the first domestic power IoT operating system developed based on the national open-source system, primarily generating revenue through the sale of "Dianhong" core modules and providing customized technical services for industry-specific components [2] - The company aims to continuously build the "Dianhong" ecosystem by expanding its market share in smart hardware and software systems within the power grid sector [2] Group 2: Investment and Project Significance - The total investment for the "Spatiotemporal Intelligent Digital Twin Platform Construction Project" is 339.5493 million yuan, focusing on digital grid twin main platform system construction and foundational computing power [3] - This project aims to enhance decision-making efficiency and management levels in the energy sector by addressing traditional data integration and dynamic simulation challenges [3] Group 3: Digital Infrastructure and Client Base - The company's digital infrastructure business is widely applicable, providing customized digital transformation technology bases for large state-owned enterprises [3] - The company plans to strengthen digital infrastructure construction and optimize cloud services, including the establishment of a "3+1+X" cloud data center and enterprise-level data lakes [3] Group 4: Order Status and Future Expansion - As of June 30, 2025, the total orders on hand amount to 8.037 billion yuan, with non-related customer orders at 810 million yuan [3] - The company intends to gradually expand its business into the State Grid region and overseas, leveraging its accumulated technology and experience in the digital transformation of the power industry [3]

1月4日消息，在近日举行的2025年电鸿生态大会上，电力行业首个统一物联操作系统电鸿启动了开放原 子电鸿开源社区，同时，开放原子电鸿开源社区工作委员会正式成立，吸纳了能源央企、科研机构、产 业链企业等11家单位，形成多元化治理格局。南网数研院将向开放原子开源基金会贡献首批核心代码， 这标志着电鸿从企业级产品向产业级协同平台的战略跃迁。 今年8月，南方电网已经发布了电鸿物联操作系统3.0前瞻版。此次会议透露，南方电网已经启动4.0版本 预研，主要布局电鸿+AI，为未来全场景智能化打好基础。 中国南方电网有限公司党组成员、副总经理吴小辰在致辞中表示，未来，电鸿将继续坚持"向下扎根、 自立自强"，持续攻关核心底层技术，构建安全可靠的数字底座；同时"向上生长、开放共赢"，推动电 鸿从行业级平台向跨领域、国际化解决方案演进。 吴小辰表示，未来将继续坚持应用为王，在已有电鸿三大示范区域的基础上，2026年将新增一批城市级 全域示范单位，广泛联合产业伙伴共同开展应用创新和产品创新，大范围推广电鸿化的配网典型方案应 用，加快电鸿规模化改造，带动产业发展支撑新型电力系统建设。 吴小辰强调，电鸿不仅要服务于国内新型电力系统建设， ...

12月30日，以"打造电鸿生态，共绘电力物联未来"为主题的2025年电鸿生态大会暨媒体见面会在北京人民日报社举行。本次大会由中 国南方电网有限责任公司主办，南方电网数字电网集团有限公司、南方电网数字电网研究院股份有限公司承办，近400名来自政府部 门、行业组织、能源企业、高校及产业链创新链伙伴的代表参会，共绘开放协同的能源数字化蓝图。 在安全可信方面，电鸿已获得国内最高等级的可信安全架构认证，并通过层层安全设计，将底层硬件可信根延伸至平台侧，构建起从芯 片、内核到平台接入的全环节可信运行环境。 南方电网数字电网研究院股份有限公司电鸿运营中心高级经理、二级领军专业技术专家杜韶辉出席会议并作演讲。杜韶辉表示，技术 能力的实现并非终点，构建开放的产业生态才是关键。电鸿致力于通过开源社区，构建涵盖适配体系、联合研发体系与合作共赢体系 的生态。希望吸引芯片伙伴加速电鸿的适配与原生设计，鼓励设备厂商从适配逐步转向原生开发，并邀请广大开发者将创意与技术带 入电鸿社区，共同定义能源物联的未来技术范式。 以下为发言内容整理 在能源行业数字化转型进程中，电力物联网长期面临协议不统一、智能化水平不足等核心挑战。如何打通底层通信协议 ...

在协作圈层面，依托工业互联网与电鸿端端互联技术，通过"近场感应"采集监造数据、"即插即用"接入视频上传系统，实现了与核心 制造商实时互联的"透明工厂"，使得作业效率提升80%以上。推进监造业务向"远程监造"转型的同时，加速与产业链上下游实现设备 全生命周期数据共享、问题共治。 12月30日，以"打造电鸿生态，共绘电力物联未来"为主题的20 25年电鸿生态大会暨媒体见面会在北京人民日报社举行。本次大会由 中国南方电网有限责任公司主办，南方电网数字电网集团有限公司、南方电网数字电网研究院股份有限公司承办，近4 00名来自政府 部门、行业组织、能源企业、高校及产业链创新链伙伴的代表参会，共绘开放协同的能源数字化蓝图。 广东电网有限责任公司广州供电局党委委员、副总经理刘智勇出席会议并作主题演讲。刘智勇表示，广州作为国家中心城市与粤港澳 大湾区核心引擎， 具有负荷密度高、 场景丰富的特点。这里既有对供电可靠性要求极高的中央商务区，也存在电网结构复杂的老城 区，成为覆盖源网荷储全环节新型电力系统建设的理想试验场。结合区域特点与电网实际，围绕建设新型电力系统的需要，广州供电 局从支撑电网业务的核心圈、连接上下游的协作圈、赋 ...

轻触病床旁的互动屏幕就可以调灯光、拉窗帘，还能实时查看生命体征数据。重庆两江新区人民医院病 房里，智能输液监测系统实时同步各床位液体使用进度，毫米波雷达、可穿戴设备同步监测心率呼 吸……基于开源鸿蒙打造的智慧病房解决方案已在20多家医院部署，进一步提升对患者的关怀服务能 力。 从起步到生态繁荣，开源鸿蒙让技术与生活融合，优化教育、医疗等领域的用户体验，提升科技的民生 温度。 在陕煤集团，井下的"矿鸿"系统兼顾安全生产和高效率作业，采煤效率大幅提升。在南方电网，"电 鸿"物联操作系统让现场运维人员不用再带一大堆终端，只需手机和基础工具，让"一个系统管全域"成 为可能。 河北高速集团承德分公司指挥调度中心，值班工程师轻点屏幕，数公里外隧道内的通风机、照明、信号 灯的运行状态立刻展现在眼前。"基于开源鸿蒙，我们打造'冀鸿'智慧隧道解决方案，隧道机电系统联 动能力、事故处理效率和隧道行车安全性显著提升。"河北高速集团承德分公司机电管理中心主任张晓 蕾表示。 自2020年正式开源以来，开源鸿蒙代码量从700万行激增至1.3亿行，吸引了近万名贡献者加入，形成了 覆盖金融、教育、医疗、工业、交通等多行业的庞大生态，带动我国 ...

从起步到生态繁荣，开源鸿蒙让技术与生活融合，优化教育、医疗等领域的用户体验，提升科技的民生 温度。 在陕煤集团，井下的"矿鸿"系统兼顾安全生产和高效率作业，采煤效率大幅提升。在南方电网，"电 鸿"物联操作系统让现场运维人员不用再带一大堆终端，只需手机和基础工具，让"一个系统管全域"成 为可能。 河北高速集团承德分公司指挥调度中心，值班工程师轻点屏幕，数公里外隧道内的通风机、照明、信号 灯的运行状态立刻展现在眼前。"基于开源鸿蒙，我们打造'冀鸿'智慧隧道解决方案，隧道机电系统联 动能力、事故处理效率和隧道行车安全性显著提升。"河北高速集团承德分公司机电管理中心主任张晓 蕾表示。 自2020年正式开源以来，开源鸿蒙代码量从700万行激增至1.3亿行，吸引了近万名贡献者加入，形成了 覆盖金融、教育、医疗、工业、交通等多行业的庞大生态，带动我国基础软件领域发展，为生产生活带 来新的可能。 在湖南长沙雅礼麓谷中学体育课上，学生们尽情挥洒汗水，老师则手持平板电脑，实时监测着大家的心 率和体能数据，"如果有学生出现了心率异常等情况，我能够第一时间得到提示。"基于开源鸿蒙系统的 低时延数据传输能力，平板电脑与学生们佩戴的运动 ...

Group 1 - The strategic department director Zhang Xuan and postdoctoral researcher He Binghao attended the 13th meeting of the China-Germany Energy Working Group at the Global Energy Transition Forum, reviewing the 2024 work results and 2025 work plan, focusing on carbon capture, utilization, and storage, as well as power system flexibility [1] - Senior researcher Yuan Kanglong presented on "Research on the Enhancement of Southern Power Grid's Backbone Network Planning" at the 2025 National Power Grid Technology Exchange Conference, discussing the construction history and effectiveness of the backbone network [3] - The main network and system departments participated in a survey on "Key Equipment Technology and Engineering Applications of Flexible DC Grids," engaging with institutions like Zhejiang University and Tsinghua University to discuss foundational stability theories and key equipment development [5] Group 2 - Researcher Wang Haijin presented a report on "Key Technologies for Electricity-Carbon Accounting Based on Large Language Models" at the 6th International Forum on New Power Systems, highlighting the potential of advanced AI tools in improving the accuracy and efficiency of carbon accounting [7] - Researcher Li Yan discussed the planning layout and demonstration effectiveness of the new power system demonstration area in the southern region at the 2025 Autumn Academic Annual Meeting of "China Electric Power" [9] - Researcher Wang Haijin elaborated on the methodology of electricity-carbon accounting driven by large language models at the IEEE International Conference on Energy Engineering and Power Systems [12] Group 3 - The Guangzhou Electric Power Design Institute won three awards at the National Excellent Engineering Survey and Design Award, marking its first participation in this authoritative industry evaluation [10] - The main network department participated in the 13th International Conference on Power System Control, Operation, and Management, sharing innovative results and practical experiences in power grid planning [8] - The distribution network department conducted research on the "Electric Hong Internet of Things Operating System," focusing on digital architecture and smart terminal technologies to support the distribution network's planning [12] Group 4 - The 2025 Standard Design and Typical Cost System Document Review Meeting was held in Guangzhou, aiming to provide a scientific and unified technical basis for the planning, construction, and operation management of the Southern Power Grid [13] - The innovation management team from the enterprise management department visited Jiangsu Industrial Technology Research Institute to discuss typical experiences in traditional industry transformation [14] - The Yulin Power Supply Bureau engaged in discussions with the Southern Power Grid Energy Institute on the transformation requirements of new distribution systems [16] Group 5 - The investment department director Wu Hongliang and senior researcher Yang Yin held discussions with the deputy dean of Peking University's School of Urban Planning and Design on topics including the impact of ultra-fast charging technology on grid risks [19] - Researcher Wang Fengyun spoke at the 32nd China International Power Equipment and Technology Exhibition, discussing the role of hydrogen energy in new power systems [18] - Researcher Liu Ziyi participated in a preparatory meeting for the Global Sustainable Transportation Innovation Alliance, discussing green transformation and international carbon tax [21]

Group 1 - Institutions bought a total of 1.03 billion in South Network Digital, which focuses on digitalization in the power energy sector and is controlled by the State-owned Assets Supervision and Administration Commission [2] - The company is developing key technologies such as the "Electric Hong" IoT operating system and the "Da Watt" AI model, and has successfully created the "Fuxi" dedicated main control chip for power [2] - The company aims to shift core chips in China's energy industrial control field from "imported general" to "independent specialized" [2] Group 2 - The report indicates that a large-scale data center system with over 1 GW power is planned to be built in low Earth orbit to support AI computing [3][4] - The space computing sector is expected to accelerate commercial implementation due to favorable policies and technological advancements [4] - Companies like Qianzhao Optoelectronics and Aerospace Hanyu are leading in the domestic market for gallium arsenide solar cells, providing energy support for space computing devices [5][6] Group 3 - The Fujian provincial government is advancing infrastructure development and exploring new paths for cross-strait integration as part of its 14th Five-Year Plan [7] - Companies like Ruineng Technology are entering cutting-edge markets such as humanoid robots and new energy vehicles with their third-generation wide bandgap power semiconductor solutions [8]