龙软科技(688078) - 2022年4月投资者关系活动记录表

Group 1: Company Overview and Market Position - Longsoft Technology is focused on the intelligent transformation of coal mining, aligning with national energy strategies for clean, efficient, and safe mining practices [1][3]. - The company has established a strong market presence with its proprietary GIS platform, which has been implemented in 1,800 mines, showcasing its leadership in the industry [5][12]. - The intelligent mining market is expected to see stable demand during the 14th Five-Year Plan period, with significant growth anticipated from 2022 to 2023 due to government policies [3][11]. Group 2: Financial Performance and Projections - Longsoft aims for a revenue and net profit growth rate of no less than 60% in 2022, based on the 2020 revenue or net profit as a benchmark [3][4]. - The company reported a rapid increase in orders in Q1 2022, with a strong project reserve, indicating a positive outlook for revenue and profit growth throughout the year [3][4]. - In Q1 2022, the company achieved over 50 million yuan in receivables, marking the highest amount in its history [5][17]. Group 3: Challenges and Industry Dynamics - The intelligent mining sector is facing challenges such as high technical barriers and the need for a deep understanding of mining processes alongside relevant technology [3][11]. - The competition is intensifying as companies from other industries enter the market, with two main types of competitors: large firms unfamiliar with the coal industry and hardware-focused companies within the coal sector [5][12]. - The company is addressing the issue of receivables, with over 85% of accounts receivable being within a two-year aging structure, indicating a manageable risk of bad debts [5][17]. Group 4: Technological Advancements and Innovations - Longsoft's intelligent geological assurance system is a key competitive advantage, with a focus on high-precision geological modeling and data management [12][14]. - The company is actively developing its intelligent mining control platform, which integrates various operational processes, enhancing efficiency and reducing labor costs [12][14]. - The firm is also expanding into non-coal mining solutions, recognizing the potential for intelligent solutions in this sector, which is currently less developed than coal mining [15][17]. Group 5: Strategic Initiatives and Future Directions - Longsoft is committed to continuous innovation, with plans to upgrade its GIS platform to enhance data processing and modeling capabilities [16][17]. - The company is exploring total package solutions for intelligent mining projects, aiming to integrate all systems for seamless data management [17]. - Collaborations with major tech firms like Huawei are being pursued to enhance the company's technological offerings and market reach [17].