Group 1: Main Business Areas - The company’s main business is divided into three sectors: digital grid, enterprise digitization, and digital infrastructure [2][3] - Digital grid includes intelligent operation systems and IoT sensing devices, utilizing a technology route based on physical grid integration with micro-sensing, edge computing, and data fusion [2] - Enterprise digitization focuses on customized solutions for large enterprises, enhancing operational and management capabilities through advanced digital technologies [2] Group 2: Investment and Development Plans - The fixed asset investment for Southern Power Grid in 2026 is projected to reach CNY 180 billion [3] - The "Fuxi" chip is primarily applied in power-specific chips and modules, with a focus on distribution network protection, production monitoring, and cybersecurity [3][4] - Future R&D will increase investment in smart terminals and low-voltage communication fields to support the digital transformation of distribution networks [3] Group 3: ERP System and Personnel Trends - The "Sihai Zhizi" ERP system is a fully controllable system that supports complete domestic adaptation from chips to cloud platforms, enhancing integrated management levels [4] - The company plans to maintain a growth trend in personnel size, aligning with business growth [4] Group 4: AI Integration and Applications - The company has developed AI products for the power industry, with applications in knowledge retrieval, defect detection, scheduling, and safety monitoring [4] - Digital twin technology is utilized for real-time equipment status assessment and fault prediction, enhancing equipment safety [4] - Advanced digital technologies improve renewable energy perception and communication capabilities, optimizing operational tasks [4]
南网数字(301638) - 2026-007投资者关系活动记录表0210