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]

编号： 20250020 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 5.应收账款比较多，是否会有风险？如何控制？ 公司主要客户为国家电网、南方电网等大型能源电力集 团，客户商业信用良好。公司高度重视应收账款管理工作， 建立了多部门联合专项工作小组，优化完善考核机制，加强 对应收账款的催收清理工作，以进一步控制应收账款规模。 6.人工智能的业务布局有哪些？ 投资者关系活动 类别 特定对象调研 □分析师会议 □媒体采访 业绩说明会 □新闻发布会 □路演活动 □现场参观 其他 参与单位名称及 人员姓名 中信建投张敏 时间 2025 年 9 月 19 日 地点 现场会议 上市公司接待人 员姓名 副总裁、董事会秘书袁绣华，证券事务代表刘多纳 投资者关系活动 主要内容介绍 1.请问公司 DAP 产品的推广策略如何？ 公司将继续深耕电力行业，拓展发电集团及地方能源市 场，并向医疗、建筑等非电行业延伸，通过"总部标杆+区域 复制"模式实现跨行业突破。 2.请问公司在DAP全域应用进展如何？ 2025年上半年，在DAP全域应用领域，一是电网主业工程 物资资产精益管理方面，围绕国家电 ...

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]