Group 1: Company Overview - The company is Shandong Xintong Electronics Co., Ltd., with stock code 001388 [1] - The investor relations activity took place on September 26, 2025, from 14:00 to 15:00 [2] Group 2: Product Development and Profitability - The company's intelligent inspection system for transmission lines is entirely self-designed, developed, and produced, with all products having core independent intellectual property rights [2] - The gross margin of the intelligent inspection system varies based on product configuration, with no direct correlation to voltage levels [2] - The company is developing robotic products for inspection but has not yet generated revenue from these products; expected gross margins are anticipated to improve compared to existing monitoring devices [2][3] Group 3: System Components and Functionality - The substation remote intelligent inspection system consists of various devices, including inspection hosts, intelligent analysis hosts, drones, robots, cameras, and voiceprint devices, enabling data collection, automatic inspection, and real-time monitoring [3] - The system can identify external defects and ensure operational safety, generating inspection reports and alerts [3] Group 4: Market Expansion and Sales - The company has been actively expanding into overseas markets, with export products having higher gross margins than domestic counterparts [3] - The company has established a customer base in overseas markets and is focusing on regions such as the Middle East and Southeast Asia, leveraging the "Belt and Road" initiative [3] - Sales to the State Grid remain the largest revenue source, although sales to the Southern Grid are gradually increasing, with a notable rise in 2025 [3]
信通电子(001388) - 001388信通电子投资者关系管理信息20250926