7月15日，信通电子（001388.SZ）发布公告称，公司于7月15日在淄博高新区举行了投资者关系活动。 此次活动的主要内容围绕公司未来业务发展空间、智能巡检机器人布局及电力领域的业务规划等方面展 开。 通信和电力均为关系到国计民生的基础性行业，具有技术发展快、投资大等特点。信通电子表示，未 来，公司所在行业面临的市场空间巨大，发展前景乐观。 "在估算输电市场容量时仅考虑可视化巡检这一细分产品领域，若考虑无人机巡检、机器人巡检的市场 容量，则估算的市场容量将更大。"信通电子称，未来随着我国输电线路长度的增加，产品市场容量仍 将持续增加，具有更加广阔的市场空间。同时信通电子也在积极拓展输电运维领域的新子赛道，丰富产 品线，提升输电线路在线监测以及空天地立体巡检的综合竞争力。 这一主营业务销售收入同比增80% 信通电子就目前几块业务未来的发展空间回答了投资者提问。 变电站智能辅控系统是信通电子的主营业务之一。"2024年，信通电子变电站智能辅控系统的销售收入 为15287.21万元，同比增长80%，增长较快。"信通电子披露。 信通电子表示，公司配备有专业的人工智能团队，人工智能方面的研发力量、技术储备持续增强，对 ...

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]