编号： 20250019 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 华泰证券岳铂雄，友山私募周铭，长江养老保险杨小林，广 发证券吴祖鹏，国泰海通杨林、钟明翰，中信证券王盛乾， 东方证券浦俊懿 时间 2025 年 8 月 29 日 地点 现场会议 上市公司接待人 员姓名 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.公司在智慧能源领域有哪些业务机遇？ 在电力市场深化推进的背景下，市场主体面临着多资源 类型、多交易品种、多交易窗口、多交易区域的高频协同交 易局面，交易场景复杂多样。市场主体需要更多的数字化和 信息化支撑手段。 发电企业需要提升新能源功率预测准确性和多电源协同 优化能力；售电公司需要加强负荷预测精度和现货报价决策 能力；独立储能运营商需要完善成本核算、多市场收益测算 和智能交易策略；虚拟电厂需要建立资源评估、多市场协 ...

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]