YGSOFT(SZ:002063)2022-12-08 02:24Group 1: Overview of Power Reform - The current power reform model has been established, indicating a stronger control compared to the previous reform [1] - The opening of electricity sales is now clear, allowing many sales companies to directly sign contracts with power companies and end users [3] Group 2: Company Preparedness and Opportunities - The company faces urgent tasks related to the reasonable separation and calculation of transmission and distribution costs due to the reform [3] - The market for information system construction for sales companies is expected to be significant, differing greatly from the current marketing systems used by power grid enterprises [3] Group 3: Impact on Existing Business - The company's previous business, primarily focused on resource management for power grid enterprises, will not be affected by the reform [4] - The need for reasonable determination of transmission and distribution costs post-reform is anticipated to increase the company's business opportunities [4] Group 4: Market Scale and System Differences - The overall scale of business for all sales companies' information systems is expected to exceed that of current electricity marketing systems [4] - The information systems for sales companies are distinct from the electricity trading platforms, which serve as independent entities facilitating transactions between sales companies and power generation enterprises [4] Group 5: Future Innovations - The new electricity reform is expected to bring numerous business innovations and software functionalities that will differ significantly from the previous marketing systems [5]