国能日新(301162) - 2024年10月28日投资者关系活动记录表

Financial Performance - The company achieved a revenue of 365 million CNY in the first three quarters of 2024, representing a year-on-year growth of 18.15% [1] - The net profit attributable to shareholders was 53.21 million CNY, with a year-on-year increase of 2.69% [1] - Research and development expenses accounted for approximately 21% of operating revenue, indicating stable investment in innovation [3] Business Development - The company is focused on expanding its new energy power prediction services, with a steady increase in the number of power station clients [2] - The company is actively developing new energy grid control products and innovative businesses such as power trading and virtual power plants [1] - The company has signed contracts for distributed photovoltaic prediction services, although these orders represent a small proportion of the overall power prediction business [2] Market Trends and Strategies - The new energy installation market remains robust, benefiting the company's core business areas [1] - The company is enhancing its asset operation capabilities on the user side, focusing on distributed photovoltaic and energy storage projects [4] - The company is closely monitoring policy changes and regional implementations to optimize its operational strategies and improve project profitability [4] Technological Advancements - The company launched the "Kuanming" new energy model, which significantly improves prediction accuracy and efficiency in various fields [3] - The company is developing AI models for meteorological predictions, which are expected to enhance its service offerings in power prediction and grid management [3] Accounts Receivable Management - The scale of accounts receivable is increasing due to business growth and client payment processes, but the company maintains a stable collection rate [4] - The client base primarily consists of large state-owned enterprises, ensuring a high level of creditworthiness and reliable payment [4]