YGSOFT(SZ:002063)2025-04-24 11:58Group 1: Development Opportunities - The company aims to leverage three major development opportunities in 2025: the continuous release of digital economy policy dividends, the significant windfall of domestic substitution, and the vast market space for digital platforms in the new energy system [2][3] - The digital transformation is a crucial driving force for state-owned enterprises to enhance core functions and competitiveness, creating substantial opportunities for the company in assisting enterprises with digital upgrades [2] - The national emphasis on information security and the urgent need for self-controllable supply chains are propelling the information innovation industry to become a core national strategic direction [2][3] Group 2: Market Expansion - The company has established benchmark projects in various industries outside the power sector, including construction, equipment manufacturing, and healthcare, laying a solid foundation for future expansion [4] - In the healthcare sector, the company plans to promote its smart operations benchmark projects nationwide, with similar strategies applied to other industries [4] Group 3: Workforce Changes - The overall workforce size is expected to remain stable compared to last year, with a focus on actively recruiting key talent to support critical project development and technological breakthroughs [5] - The company will continue to emphasize cost control and efficiency improvement, aiming to enhance per capita efficiency and optimize personnel structure [5] Group 4: Artificial Intelligence Initiatives - Since 2015, the company has been researching artificial intelligence, developing over 900 RPA robots and various intelligent devices, forming a 3+N business model for AI development [6][7] - Future plans include enhancing the AI middle platform, expanding the scale of intelligent applications, and developing AI applications in the power grid sector [8][11] Group 5: Impact of Power Market Reforms - The deepening of power market reforms presents significant opportunities for the company, as market participants require more digital and informational support to navigate complex trading scenarios [9][10] - The demand for enhanced capabilities in power prediction, load forecasting, and multi-resource collaborative trading will drive the company's information technology services in the power trading sector [10] Group 6: Client Demand for AI - There has been a notable increase in client interest in artificial intelligence technologies, particularly in the integration of large model technologies with specific business scenarios [11] - The company plans to increase investment in AI technology and product development, focusing on deep integration with enterprise management information systems [11]