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远光软件(002063) - 002063远光软件投资者关系管理信息20250619
2025-06-19 09:24
Group 1: Development Opportunities - The company aims to leverage three major development opportunities in 2025: the continuous release of digital economy policy dividends, significant momentum for domestic substitution, and a vast market space for digital platforms in the new energy system [2][3]. - The digital transformation is a crucial driver for state-owned enterprises to enhance core functions and competitiveness, leading to increased demand for digital upgrades [2]. - The national emphasis on information security and self-controlled supply chains is propelling the information technology industry to become a core strategic direction [2]. Group 2: Market Expansion Beyond the Power Industry - The company has established benchmark projects in various sectors outside the power industry, including construction, equipment manufacturing, and healthcare, laying a solid foundation for future expansion [4]. - In the healthcare sector, the company plans to promote its smart operations projects nationwide, building on previous successes [4]. Group 3: Low-Carbon Business Planning - The company is constructing a comprehensive carbon market service system, offering services such as carbon verification, carbon assets, carbon trading, and carbon footprint management [5]. - It aims to support international green energy organizations and participate in standard formulation and certification services [5]. Group 4: Artificial Intelligence Business Layout - Since 2015, the company has been researching artificial intelligence, developing a comprehensive AI platform and over a thousand RPA robots [6][7]. - The company has released various intelligent applications, enhancing the intelligence level of its DAP products across multiple large state-owned enterprises and non-power industry clients [7]. Group 5: Impact of Power Market Reforms - The deepening of the power market is creating complex trading scenarios, increasing the demand for digital and informational support for market participants [8]. - The need for enhanced capabilities in power prediction, load forecasting, and multi-resource coordination presents significant opportunities for the company's information technology services [8]. Group 6: Increasing Demand for AI and Future Layout - There is a notable increase in client interest in artificial intelligence technologies, particularly in the integration of large model technologies with specific business scenarios [9]. - The company plans to enhance its investment in AI technology and product development, focusing on deep integration with enterprise management information systems [10].