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国网信通:筑牢能源数字化根基
Zheng Quan Shi Bao· 2025-12-07 17:56
公司财务数据同样稳健。2024年,国网信通实现营收73.15亿元、归母净利润6.83亿元;2025年前三季度 营收56.87亿元、归母净利润3.51亿元,加权平均净资产收益率保持行业较好水平。2025年上半年,国网 信通研发投入约4.82亿元,专利授权61项,科技创新能力得到行业高度认可。 展望"十五五",国网信通已明确战略路径,瞄定国内领先的能源数字化智能化创新企业发展目标,服务 聚焦新型电力系统建设、企业高质量发展,布局数字化基础设施、电力数字化应用、企业数字化应用、 能源创新服务、大数据、前沿技术创新六大业务领域,以实业发展和资本运作两轮驱动,持续拓展发展 新空间、塑造发展新优势、培育发展新动能。 作为服务电力能源行业数字化转型的骨干企业,国网信通(600131)在"十四五"收官节点交出亮眼答 卷。 "十四五"时期,国网信通深度融入"数字中国"战略,在能源数字化领域成果丰硕。同时,上市公司经营 质效实现量级跃升,净利润、市值、每股收益等核心指标创下五年新高。 数字化基础设施业务作为核心根基,国网信通先后完成哈密—重庆±800kV特高压直流输电工程通信系 统调试、宁夏—湖南800kV特高压直流输电工程光纤 ...
国网信通上半年收入35.25亿,深耕能源数智化,技术突破+资源整合双轮驱动
Core Insights - The company reported a revenue of 3.525 billion and a net profit of 266 million for the first half of 2025, indicating significant progress in its digital transformation efforts within the energy sector [1] - The integration of Yili Technology into the company enhances its capabilities in energy digitalization, supporting its goal to become a leading innovative enterprise in this field [7] Group 1: Business Performance - The company achieved notable operational results in its energy digitalization business, with significant advancements in various digital projects [2] - The digital infrastructure projects, including the 100G high-efficiency data transmission platform and the power satellite IoT solutions, have been successfully implemented, improving communication support for the energy sector [2] - The company completed key projects such as the Hami-Chongqing ±800 kV HVDC communication system and the Ningxia-Hunan 800 kV fiber optic communication project, solidifying its market position [2] Group 2: Digital Application Advancements - The company successfully transitioned to a unified permission management system for pilot units, enhancing security and autonomy in enterprise management [3] - The launch of the new generation enterprise portal and smart marketing management systems has improved operational efficiency and expanded the company's digital application footprint [3] - The company has effectively implemented AI-driven marketing solutions across multiple provincial power companies, significantly enhancing the efficiency and quality of electricity marketing services [3] Group 3: Technological Innovation - The company invested approximately 482 million in R&D during the first half of the year, resulting in 61 patent grants and 65 published research papers, showcasing its commitment to innovation [5] - Focus areas for innovation include artificial intelligence and "5G + quantum" technologies, with successful applications in energy scenarios [5] - The deployment of advanced platforms and tools, such as the intelligent generation technology for power supply solutions, has been rolled out in various regions [5][6] Group 4: Energy Innovation Services - The company is actively developing digital products to support carbon neutrality goals and enhance electricity trading capabilities [6] - Projects related to virtual power plants and load management systems have been initiated, contributing to energy supply security for significant events [6] - The launch of the national carbon emission monitoring and analysis service platform highlights the company's commitment to supporting environmental sustainability [6]