Group 1: Financial Performance - In 2024, the company's revenue reached CNY 6.09 billion, a year-on-year increase of 43.81%, with a net profit of CNY 574 million, up 52.20% [2] - The expected decline in 2025's performance is attributed to a high base effect and a slowdown in major client investments, particularly from Southern Power Grid [2] - As of June 30, 2025, the company had a total order backlog of CNY 8.04 billion, with revenue recognition expected to align with project implementation cycles of 6-18 months [3] Group 2: Future Growth Prospects - The growth outlook for 2026 and beyond will be driven by the ongoing digital transformation in the power energy sector, supported by national strategies like "Digital China" and "New Power System" [3] - The company plans to expand its customer base across various sectors, including transportation, water, gas, and public administration, to diversify its revenue sources [3] Group 3: Product Development - The "Fuxi" chip is primarily aimed at distribution network protection and monitoring, with applications in distribution automation and low-voltage smart switches [3] - The "Dawatt" model focuses on production application-driven models, while the "Dianhong" operating system is designed for customized technical services related to its core modules [3]
南网数字(301638) - 2025-001投资者关系活动记录表1225