Group 1: Business Development and Market Potential - The company is a leading provider of IoT solutions in the power and communication sectors, focusing on intelligent operation and maintenance scenarios, with a strong market share in core products [1] - The market for transmission operation and maintenance is expected to grow significantly, especially with the increasing length of transmission lines and the introduction of new technologies like drones and robots for inspection [2] - The market size for the intelligent auxiliary control system for substations is substantial, with a sales revenue of 152.87 million yuan in 2024, representing an 80% year-on-year growth [2] Group 2: Technological Advancements and Innovations - The company is actively developing new sub-tracks in the transmission operation and maintenance field, enhancing its product line and competitive edge in online monitoring and multi-dimensional inspections [2] - The integration of AI, big data, and edge computing is crucial for achieving smart operation and maintenance, with ongoing development of core technologies that have been recognized by users in the communication and power sectors [4] - The demand for intelligent inspection devices is closely linked to the expansion of the transmission network, with a growing need for these devices as the scale of the power grid increases [3] Group 3: Future Outlook and Strategic Focus - The company plans to closely monitor developments in the power generation sector and customer needs, indicating potential future expansion into this area [5] - A clear development strategy is in place to deepen engagement with customer demands in the power and communication industries, focusing on product enhancement and technological innovation [2]
信通电子(001388) - 001388信通电子投资者关系管理信息20250715