龙软科技(688078) - 2023年11月23日投资者关系活动记录表

Group 1: Company Overview and Market Position - Longsoft Technology holds a leading position in the coal mine intelligentization sector, with a market share in the intelligent coal mining field [2] - As of October 2023, the company has successfully applied its GIS products in 61 out of 71 national-level demonstration mines [2] - The company has established 1,043 intelligent coal mining faces and 1,277 intelligent tunneling faces nationwide [2] Group 2: Technological Advancements - Longsoft Technology focuses on solving critical issues in coal mine intelligentization, such as transparent geology and intelligent comprehensive mining [2] - The company has developed a self-adaptive coal cutting technology system, which has been recognized as a significant advantage in intelligentization assessments [3] - Key technologies include a measurement robot device and an automatic measurement system, which have received international patents in the US, Canada, Australia, and Russia [3] Group 3: Orders and Market Demand - The bidding speed for orders has increased significantly in Q4 2023, with new orders up compared to the same period last year [3] - The company maintains a robust order reserve, indicating strong market demand for its products and services [3] Group 4: Strategic Partnerships - Longsoft collaborates with Huawei to integrate communication systems and AI models for advanced coal mine construction [4] - The company has established partnerships with leading firms such as iFlytek and Neusoft to enhance its technological offerings [4] Group 5: International Expansion - Longsoft is in the early stages of expanding its overseas business, with a strategic cooperation agreement signed with Russia's Raspa Coal Company [4] - The focus of international efforts includes intelligent mining and equipment modernization [4] Group 6: Future Development Goals - The company aims to lead the intelligent coal mining software information sector and contribute to the national goal of achieving full industry intelligentization by 2035 [6] - Longsoft Technology is committed to leveraging its technological advantages to drive market growth and innovation in intelligent mining solutions [6]