东方电子(000682) - 东方电子投资者关系管理信息20250507

Group 1: AI and Technological Innovations - The company has made significant investments in AI and cutting-edge technologies, focusing on the integration of AI in power grid applications, including a 1000kV ultra-high voltage control platform [1] - The AI team is developing optimization models for distribution systems to address challenges in resource scheduling and management [1][2] - The company has launched the DeepSeek-based "Oriental Electric Inquiry" model, emphasizing customized development for the power industry [2] Group 2: Industry Outlook and Strategic Goals - By 2025, the share of renewable energy installations is expected to exceed 37%, with non-fossil energy consumption reaching around 20% [3] - The company aims to enhance its core competencies in smart grids, smart energy, and smart cities, focusing on six key industrial directions [3] - The company plans to maintain a balance between performance growth and shareholder returns, with a focus on sustainable development [4] Group 3: Financial Performance and Dividends - In Q1 2025, the company reported a revenue of CNY 1.406 billion, a year-on-year increase of 10.04%, and a net profit of CNY 121 million, up 19.22% [8] - The 2024 profit distribution plan reflects a slight increase compared to 2023, with future dividend policies being considered based on capital expenditure needs [4] Group 4: International Expansion and Market Strategy - The company’s overseas sales primarily focus on distribution network products, with markets including Saudi Arabia, Uzbekistan, Belgium, and South America [5] - The company is committed to deepening its presence in international markets, particularly in solar energy, microgrids, and storage solutions [5][6] Group 5: Virtual Power Plant Development - The company is a leader in the domestic virtual power plant sector, leveraging over 40 years of expertise in energy [6] - It has implemented numerous virtual power plants across various provinces, including the largest virtual power plant in Southern China [6]