证券日报网12月8日讯远光软件在12月5日回答调研者提问时表示，DAP产品实现了产品分层，分平台 层、标准产品层、行业产品层、客户层，将标准功能、最佳实践沉淀在平台层、标准产品层、行业产品 层，前三层即可大部分满足客户的需求，客户少量个性化需求可通过低代码平台、无代码平台（配置工 具）在客户层实现。该模式避免了完全定制带来的高成本，也可享受产品所具备的最佳实践及需求的快 速响应。配合央企数字化转型的建设目标，公司与客户共同成长，形成稳定合作关系。 （文章来源：证券日报） ...

证券代码：002063 证券简称：远光软件 3.大数据业务未来的发展怎么看？ 公司不断推进大数据业务深化，当前聚焦数据治理、数 据场景服务、工具提供及智能场景，未来潜力在于激活客户 数据要素价值。电网数据真实、全面，能反映经济运行情况， 可用于多种场景。公司正积极探索与客户更多的合作模式， 未来将数据作为生产要素赋能更多领域，构建新增长极。 4.公司是否设有投资部，会并购与业务相关的标的吗？ 公司设有产业投资部，除了对子公司进行投后管理，提 供资源支持及业务赋能，负责低质无效资产的清理与处置， 如有合适标的，公司不排除通过并购重组方式扩大营收。 5.公司是否会考虑通过回购股份或分红等方式提升市 值？ 公司会综合考虑多种因素来决定是否采取回购股份、分 红、增持、股权激励或投资并购等措施提升市值。具体决策 将取决于公司资金的使用安排、股价表现以及回购用途等， 目前对各类提升市值的方式均持开放态度，但具体实施时点 需视实际情况评估确定。 远光软件股份有限公司 投资者关系活动记录表 编号： 20250024 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 ...

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]

Group 1: AI Business Layout - YG Software began AI technology research in 2015, developing over a thousand RPA robots and various intelligent devices, forming a 3+N business model for AI development [2] - The company focuses on large model technology, releasing products like Yuan Guang Zhi Yan 2.0 and various intelligent applications to enhance DAP product intelligence [2][4] Group 2: Future AI Business Planning - YG Software aims to deepen the integration of AI with enterprise management systems, enhancing digital transformation and intelligent upgrades [4] - Key directions include enriching the AI middle platform, scaling DAP product applications, and expanding AI applications in the power grid sector [4] Group 3: Impact of Electricity Market Reforms - The company identifies significant opportunities in digitalization and information support for market participants due to complex trading scenarios [5] - Key application areas include AI-based power forecasting, load forecasting, and multi-energy collaborative trading decisions [6] Group 4: Customer Demand for AI and Large Models - There is a notable increase in customer interest in AI technologies, particularly in the integration of large models with specific business scenarios [6] - YG Software plans to enhance R&D investment in AI technologies and products, focusing on embedded intelligence applications [6] Group 5: AI Business Revenue Classification - The decision to separately classify AI business revenue is driven by increased customer focus and significant growth potential in this area [6] Group 6: Personnel Changes - The overall personnel scale is expected to remain stable, with a focus on attracting key talent to support major projects and technology advancements [7] Group 7: Profit Distribution and Cash Flow - The company plans to balance profit distribution with sustainable development, considering strategic planning and external financing conditions [7] - Operating cash flow improved significantly, with a year-on-year increase of 45,105.98 million yuan and an 18.5% increase in revenue collection rate [7]