Core Viewpoint - Yuan Guang Software Co., Ltd. is focusing on steady growth through a dual-engine strategy of product and market diversification, enhancing its technological capabilities and expanding into new sectors [1][2]. Group 1: Business Performance - In Q3 2025, the company achieved a revenue of 1.57 billion yuan, representing a year-on-year increase of 1.99%, while the net profit attributable to shareholders was 123 million yuan, up 11.89% year-on-year, indicating robust growth [2]. Group 2: Energy Storage Development - The company has developed an energy storage planning system aimed at the grid side, which has been implemented in a storage planning project in Xinjiang, enhancing its capabilities in green energy services [3]. Group 3: Talent Strategy - The company is committed to attracting and nurturing talent to support its strategic initiatives, including digital transformation and the integration of AI technologies, while dynamically adjusting its organizational structure to improve efficiency [4]. Group 4: AI Strategy - The company is leading in AI technology with the development of an integrated AI platform called "Yuan Guang Tian Feng," which incorporates major models and enables full-link automation. It has launched enterprise-level intelligent applications to enhance user interaction [5]. Group 5: Non-Electric Industry Expansion - Yuan Guang Software is successfully expanding into non-electric sectors, serving clients across various industries such as healthcare, transportation, and finance, demonstrating significant cross-industry growth [6].

南财智讯11月14日电，远光软件在投资者关系活动中表示，公司以AI引领为战略导向，自主研发整合 全栈AI能力的AI中台——远光天蜂，集成适配DeepSeek、光明、大瓦特等大模型，构建智能体平台并 发布企业级超级助手"一数智人"，实现多智能体协同。公司推出知识智能问答、表单智能填报、业务智 能审核等通用智能体，以及商旅行程规划、资金智能排程等专业应用，实现"对话即操作、指令即办 理"的交互升级。通过融合大模型、OCR、物联网和生物识别技术，公司已推出智能票小栈、智能问数 一体机、智能票据交收终端等软硬一体化产品，并在国家电网、南方电网、国家电投、华山医院等多个 大型客户中实现应用落地。 ...

证券代码：002063 证券简称：远光软件 远光软件股份有限公司 投资者关系活动记录表 编号： 20250023 3.公司的人员规模会有变化吗？ 公司紧抓企业数字化转型、新型电力系统建设、关键领 域软件自主可控以及 AI 与大模型技术融合等重大机遇，持续 引进优秀人才，根据业务发展需要调整组织结构，提升组织 效能，落实公司战略部署，促进公司高质量发展。 4.人工智能的业务布局有哪些，有哪些应用落地？ 人工智能技术方面，公司以 AI 引领为战略导向，紧跟人 工智能技术发展趋势，自主研发整合全栈 AI 能力的 AI 中台- 远光天蜂，集成适配 DeepSeek、光明、大瓦特等大模型，研 发可视化编排快速构建智能体的智能体平台，实现从接口定 义到 MCP 服务的全链路自动化生成，发布企业级超级助手— 数智人，作为企业统一的自然语言交互入口，实现多智能体 的协同。发布了知识智能问答、表单智能填报、业务智能审 核、报告智能生成、数据智能分析等企业级通用智能体，研 发商旅行程规划、资金智能排程等专业型智能应用，实现核 心应用的"对话即操作、指令即办理"的全新交互体验和智 能化升级。公司整合大模型、OCR、物联网（IoT） ...

Core Insights - The company, Yuanguang Software, announced its strategic focus on artificial intelligence (AI) technology, emphasizing the development of a comprehensive AI platform called "YuanGuang TianFeng" that integrates various large models [1] - The company has launched several enterprise-level intelligent applications, including a unified natural language interaction interface and various intelligent agents for tasks such as knowledge Q&A, form filling, business auditing, report generation, and data analysis [1] - The integration of large models, OCR, IoT, and biometric technologies into smart hardware devices highlights the company's commitment to creating a seamless software-hardware ecosystem [1] Group 1 - The company is advancing its AI capabilities by developing a full-stack AI platform that supports various large models [1] - The launch of the enterprise-level super assistant "ShuZhiRen" serves as a unified entry point for natural language interactions [1] - The company has created specialized intelligent applications for business travel planning and financial scheduling, enhancing user experience through conversational interfaces [1] Group 2 - The company has released smart hardware products, including an unattended self-service payment terminal and an intelligent data query machine, showcasing its innovation in smart devices [1] - The applications of these technologies are evident in numerous case studies across major state-owned enterprises and various non-electric industry clients [1] - The integration of software and hardware solutions positions the company as a leader in the intelligent technology sector [1]

Group 1: Artificial Intelligence Business Layout - The company has developed an AI platform called "Yuan Guang Tian Feng," integrating various large models and enabling full-link automation for enterprise-level applications [1] - Key applications include intelligent Q&A, form filling, business auditing, report generation, and data analysis, enhancing user interaction through a "dialogue-to-operation" experience [1] - The integration of technologies such as large models, OCR, IoT, and biometrics into smart hardware devices showcases a strong emphasis on software-hardware integration [2] Group 2: DAP (Digital Asset Platform) Application Progress - The company is advancing DAP applications in the electric grid sector, focusing on asset management and financial integration to support project management [3] - A "DAP + Financial Platform" model is being implemented in pilot projects across various regions, aiming for comprehensive project management in collective enterprises [3] - The strategy includes deepening engagement in the electric power industry while expanding into healthcare and construction sectors through a "headquarters benchmark + regional replication" approach [3] Group 3: Zero Carbon Park Initiatives - The company is developing a smart energy carbon management platform for zero-carbon parks, covering monitoring, evaluation, optimization, trading, and certification processes [3] Group 4: Healthcare Sector Developments - The company has successfully implemented smart financial projects in multiple hospitals, enhancing budget, accounting, and resource management systems [4][5] - Ongoing optimization efforts in various hospitals aim to expand the company's influence in the healthcare sector [5] Group 5: Future Planning and Organizational Changes - As the only publicly listed company under the State Grid Digital Company, Yuan Guang Software is positioned as a key innovation platform, with future capital operations subject to legal disclosure requirements [5] - The company plans to adjust its organizational structure and recruit talent to align with digital transformation and AI integration opportunities [5]

Core Viewpoint - The company, Yuanguang Software, is actively expanding its DAP product strategy across various industries, including healthcare and construction, while focusing on risk control and AI integration in its operations [1] Group 1: DAP Product Promotion Strategy - The company plans to deepen its efforts in the power industry while extending its reach into non-electric sectors such as healthcare and construction through a "headquarters benchmark + regional replication" model [1] Group 2: DAP Full-Scale Application Progress - In the first half of 2025, the company achieved significant progress in asset management for the State Grid, utilizing a smart financial platform to support management tasks [1] - The company completed benchmark construction for full-scale applications based on the "DAP + financial platform" model [1] Group 3: Healthcare Industry Promotion - The company has successfully implemented smart financial projects in several hospitals, including the Shenzhen Second People's Hospital and Huashan Hospital affiliated with Fudan University, with multiple modules now operational [1] Group 4: Personnel Scale Planning - The company expects its overall personnel scale to remain stable compared to last year, focusing on attracting key talent while optimizing personnel structure to enhance efficiency [1] Group 5: Accounts Receivable Risk Control - The company has established a joint task force to optimize the collection of accounts receivable, primarily from large energy groups with good credit [1] Group 6: AI Business Layout - The company has developed an AI platform, Yuanguang Tianfeng, integrating various large models and launching multiple enterprise-level intelligent applications in several energy groups [1] Group 7: Smart Energy Business Opportunities - The company sees significant opportunities in the digitalization and information support needs of various market participants in the power sector, focusing on AI-based forecasting, decision-making, cost estimation, and scheduling control [1]

Group 1: DAP Product Strategy and Application - The company will continue to deepen its focus on the power industry, expanding into power generation groups and local energy markets, while also extending into non-electric sectors such as healthcare and construction through a "headquarters benchmark + regional replication" model for cross-industry breakthroughs [1] - In the first half of 2025, the DAP application in the power grid's main business has made progress in asset management, supporting the integration of financial and asset management functions across the entire project lifecycle [1] - The company has successfully implemented DAP applications in pilot projects for original collective enterprises in Liaoning and Hunan, establishing benchmarks for collective enterprise DAP applications [2] Group 2: Healthcare Industry Progress - The company has successfully completed the acceptance of smart financial projects for dozens of hospitals, including the integrated platform for Shenzhen Second People's Hospital, which covers budget management, accounting, and material management [3] - The digital finance system at Huashan Hospital has fully launched various management modules, with ongoing work to optimize services for over ten hospitals, enhancing the company's influence in the healthcare sector [3] Group 3: Personnel and Talent Management - The overall personnel scale is expected to remain stable compared to last year, with a focus on attracting key talent to support major project development and technical breakthroughs [4] - The company emphasizes cost control and efficiency improvement, aiming to optimize personnel structure and enhance employee value return [4] Group 4: Accounts Receivable Management - The company's main clients include large energy groups like State Grid and Southern Power Grid, which have good commercial credit [5] - A multi-departmental task force has been established to enhance accounts receivable management, optimizing assessment mechanisms and strengthening collection efforts [5] Group 5: Artificial Intelligence Initiatives - The company is developing an AI platform, integrating various AI capabilities and launching enterprise-level intelligent applications to support digital transformation for clients [6][7] - The AI initiatives include intelligent question answering, data analysis, and smart hardware products, enhancing operational efficiency and user experience [7] Group 6: Opportunities in Smart Energy Sector - The evolving electricity market presents significant opportunities for digital and information support, with increasing demands for accurate power forecasting and multi-resource coordination [7] - Key application scenarios include AI-based forecasting, load prediction, and virtual power plant coordination, which align with market needs for enhanced operational capabilities [7]

Group 1: DAP Product Promotion Strategy - The company will continue to deepen its focus on the power industry, expanding into power generation groups and local energy markets, while also extending into non-electric sectors such as healthcare and construction through a "headquarters benchmark + regional replication" model for cross-industry breakthroughs [1] Group 2: Opportunities in Smart Energy - The complex trading scenarios in the electricity market create significant opportunities for the company's digital and informational support, particularly in areas such as AI-based power forecasting, load forecasting, and multi-energy collaborative trading decision-making [2] Group 3: Artificial Intelligence Business Layout - The company has developed an AI platform, "Yuan Guang Tian Feng," integrating various AI capabilities and applications, including intelligent agents for enterprise-level services, enhancing operational efficiency and user experience [3] Group 4: DAP Application Progress - In the first half of 2025, the company made significant progress in DAP applications, particularly in asset management and project management for state grid enterprises, supporting comprehensive financial and asset value management [4][5] Group 5: Medical Industry Promotion - The company has successfully implemented smart financial projects in several hospitals, enhancing its influence in the healthcare sector through integrated management platforms and ongoing optimization of services [5] Group 6: Shareholder Future Plans - As the only publicly listed company controlled by the State Grid Digital Company, Yuan Guang Software is positioned as a key innovation platform, with any relevant disclosures to be made according to legal requirements [5] Group 7: Accounts Receivable Management - The company emphasizes the management of accounts receivable, particularly from major clients like the State Grid and Southern Power Grid, implementing a multi-departmental approach to optimize collection processes and control the scale of receivables [5]

Core Viewpoint - The company is actively developing blockchain technology and artificial intelligence solutions, focusing on digital transformation in various sectors, including energy and enterprise management [2][3][6]. Blockchain Technology - The company has developed a range of products and solutions based on blockchain technology, including supply chain finance, electronic documents, and clean energy traceability, which have been successfully implemented in several power enterprises [2]. - Future plans for blockchain business include continuous investment, focusing on technological innovation and ecosystem collaboration to enhance product offerings and solutions [3]. - Although the company has not yet implemented Real World Asset (RWA) business, it is preparing relevant technologies and business models for potential applications in asset rights confirmation and traceability [4]. Smart Energy Opportunities - The company identifies significant opportunities in the smart energy sector due to the increasing complexity of trading scenarios in the electricity market, which requires enhanced digital and informational support [5]. - Key focus areas include power prediction, load forecasting, and multi-resource collaborative trading decision-making, which align with market demands for improved operational capabilities [5]. Artificial Intelligence Initiatives - The company has developed an integrated AI platform, "Yuan Guang Tian Feng," which incorporates various AI models and enables automated service generation, enhancing operational efficiency for clients [6]. - AI applications include intelligent assistants for enterprise operations, data analysis, and specialized applications for travel planning and financial scheduling [6]. Market Value Management - The company is committed to enhancing value creation through strategic planning and investment in key technologies such as cloud computing, big data, and AI [7][8]. - Efforts to improve transparency and investor relations are underway to foster a better understanding of the company's operations and long-term value [8]. Financial Performance - In Q1 2025, the company reported a main revenue of 417 million, a year-on-year decrease of 9.47%, while net profit attributable to shareholders was 9.39 million, an increase of 2.66% [8]. - The company has a debt ratio of 12.03% and a gross profit margin of 54.39% [8].

Group 1: Blockchain Technology Applications - The company has developed a series of products and solutions based on blockchain technology, including supply chain finance, electronic documents, and clean energy traceability, successfully implemented in multiple power enterprises [2][3] - Projects like "Dian Yi Chain" and "Cai Zhi Chain" have received national management science awards, while "Li Min Chain" won the second prize in the Digital China Innovation Competition's blockchain track [2][3] - The company plans to continue investing in blockchain, focusing on technological innovation and ecosystem collaboration to enhance its products and solutions [3] Group 2: Opportunities in Smart Energy - The evolving electricity market presents opportunities for digital and informational support, as market participants face complex trading scenarios [4] - Key areas for improvement include AI-based power forecasting, load forecasting, and multi-energy collaborative trading decisions [4] - The company aims to leverage these needs to enhance its information technology offerings in electricity trading [4] Group 3: Artificial Intelligence Initiatives - The company has developed an AI platform, "Yuan Guang Tian Feng," integrating various large models and enabling automated service generation [5][6] - It has launched enterprise-level intelligent applications, enhancing user interaction and operational efficiency [6] - The integration of AI with IoT and biometric technologies has led to the development of smart hardware products [6] Group 4: Market Value Management Strategies - The company is committed to enhancing value creation through strategic planning and investment in key technologies like cloud computing and AI [7] - It emphasizes transparency in information disclosure to improve investor understanding and confidence [7] - The company will utilize various market value management tools to boost market confidence as needed [7]