证券代码：001388 证券简称:信通电子 山东信通电子股份有限公司 投资者关系活动记录表 编号：2025-004 | | □分析师会议 特定对象调研 | | --- | --- | | | □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 | 中国国际金融 曲昊源 闫汐语 | | 名 | 东北证券 高晓宾 陈唯嘉 周振华 魏珊珊 | | 2025 时间 | 年 11 月 19 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 | 1、请说明公司对海外业务的发展展望？公司海外拓展方式是什么？ | | | 答：尊敬的投资者，您好，多年以来，公司一直积极开拓海外市场， | | 答记录 | 海外市场也逐步建立起一定的客户基础。2023 年以来，针对海外国家 | | | 电网数字化需求，公司也意识到存在广阔的市场空间，也已进行相关 ...

Core Viewpoint - The company, Xintong Electronics, is optimistic about the future market potential in the communication and power sectors, emphasizing significant growth opportunities in smart inspection robots and power transmission operations [1][2]. Group 1: Business Development and Market Potential - The company held an investor relations event on July 15, discussing future business development, smart inspection robots, and power sector planning [1]. - The estimated market capacity for power transmission is expected to grow significantly, especially when considering various inspection technologies like drones and robots [1]. - The sales revenue for the company's substation intelligent auxiliary control system is projected to reach 152.87 million yuan in 2024, reflecting an 80% year-on-year increase [2]. Group 2: Technological Advancements and Innovations - The company has made substantial progress in the field of intelligent inspection robots, focusing on the transmission line inspection market, which is anticipated to have considerable growth potential [3]. - The company is developing a comprehensive inspection model that integrates artificial intelligence, big data, and edge computing to enhance operational efficiency in the communication and power sectors [3]. - The company has established a professional AI team to strengthen its technological capabilities and has developed core technologies that are already being applied in smart operations for communication and power sectors [3]. Group 3: Strategic Focus and Future Plans - The company is committed to expanding its product line in the power transmission operation and maintenance sector, enhancing its competitive edge in online monitoring and multi-dimensional inspection [1][2]. - The company aims to continuously improve its product competitiveness by focusing on core technologies and expanding into new sub-sectors within the communication and power industries [2]. - The demand for intelligent inspection devices is expected to rise as the scale of the power grid expands, particularly with the ongoing deployment of ultra-high voltage transmission lines [4][5].

Group 1: Business Development and Market Potential - The company is a leading provider of IoT solutions in the power and communication sectors, focusing on intelligent operation and maintenance scenarios, with a strong market share in core products [1] - The market for transmission operation and maintenance is expected to grow significantly, especially with the increasing length of transmission lines and the introduction of new technologies like drones and robots for inspection [2] - The market size for the intelligent auxiliary control system for substations is substantial, with a sales revenue of 152.87 million yuan in 2024, representing an 80% year-on-year growth [2] Group 2: Technological Advancements and Innovations - The company is actively developing new sub-tracks in the transmission operation and maintenance field, enhancing its product line and competitive edge in online monitoring and multi-dimensional inspections [2] - The integration of AI, big data, and edge computing is crucial for achieving smart operation and maintenance, with ongoing development of core technologies that have been recognized by users in the communication and power sectors [4] - The demand for intelligent inspection devices is closely linked to the expansion of the transmission network, with a growing need for these devices as the scale of the power grid increases [3] Group 3: Future Outlook and Strategic Focus - The company plans to closely monitor developments in the power generation sector and customer needs, indicating potential future expansion into this area [5] - A clear development strategy is in place to deepen engagement with customer demands in the power and communication industries, focusing on product enhancement and technological innovation [2]