Group 1: Business Model and Revenue Generation - The "Dianhong" IoT operating system is the first domestic power IoT operating system developed based on the national open-source system, primarily generating revenue through the sale of "Dianhong" core modules and providing customized technical services for industry-specific components [2] - The company aims to continuously build the "Dianhong" ecosystem by expanding its market share in smart hardware and software systems within the power grid sector [2] Group 2: Investment and Project Significance - The total investment for the "Spatiotemporal Intelligent Digital Twin Platform Construction Project" is 339.5493 million yuan, focusing on digital grid twin main platform system construction and foundational computing power [3] - This project aims to enhance decision-making efficiency and management levels in the energy sector by addressing traditional data integration and dynamic simulation challenges [3] Group 3: Digital Infrastructure and Client Base - The company's digital infrastructure business is widely applicable, providing customized digital transformation technology bases for large state-owned enterprises [3] - The company plans to strengthen digital infrastructure construction and optimize cloud services, including the establishment of a "3+1+X" cloud data center and enterprise-level data lakes [3] Group 4: Order Status and Future Expansion - As of June 30, 2025, the total orders on hand amount to 8.037 billion yuan, with non-related customer orders at 810 million yuan [3] - The company intends to gradually expand its business into the State Grid region and overseas, leveraging its accumulated technology and experience in the digital transformation of the power industry [3]
南网数字(301638) - 2026-001投资者关系活动记录表0106