恒为科技(603496) - 关于接待投资者调研情况的公告

Group 1: Industry Trends and Market Opportunities - The network visualization industry is expected to maintain a stable growth rate, driven by the gradual construction of 5G networks and the development of big data governance [3] - The demand for network visualization applications from government sectors is anticipated to rebound in 2022, following an increase in project opportunities [3] - The "East Data West Computing" national strategy is expected to open up new opportunities for data center construction and network data traffic growth [3] Group 2: Company Performance and Orders - The company secured a 40% share in the bid for box-type devices and a 50% share for card-type devices in the China Mobile procurement orders [3] - Revenue from the intelligent system platform has grown rapidly from CNY 68.51 million in 2018 to CNY 226.19 million in 2020, reflecting a compound annual growth rate (CAGR) of over 80% [4] Group 3: Development of Domestic Information Technology - The company has been investing in domestic information technology since 2015, accumulating technology, products, and market channels [5] - The domestic information technology market is maturing, with increasing application demand supported by policy initiatives [5] - The company has established partnerships with major clients and is involved in significant domestic information technology projects, laying a solid foundation for future performance [5] Group 4: Intelligent Operations and Future Applications - The intelligent operations business, centered around smart power inspection robots, has expanded into rail transit and smart park sectors [6] - The company is actively developing solutions for clean energy sectors, including distributed and centralized photovoltaic power plants [7] Group 5: Future Growth Drivers - Growth in network visualization demand from operators and government sectors, along with expansion into financial markets, is expected to drive performance [8] - Rapid growth in demand for intelligent computing platforms and network security products in the domestic information technology market [8] - Successful applications of smart inspection robots in rail transit and smart parks are set to expand into petrochemical, electricity, and water sectors [9]