YGSOFT(SZ:002063)2022-12-08 09:20Group 1: Impact of Electricity Reform - The electricity reform is expected to impact the company in several ways, including precise cost accounting for transmission and distribution, which could create opportunities in financial management systems [2][3] - Increased market participants will lead to a larger customer base for the company [3] - New market demands from higher marketization levels will present new opportunities for the company [3] - The company is interested in expanding its business to electricity end-users if private enterprises are allowed to participate in electricity sales, potentially leading to new business models and derivative services [3] Group 2: Development of Fuel Intelligence Industry - The company plans to continuously integrate the fuel intelligence industry chain [3][4] - Major power generation groups are expected to advance fuel intelligence initiatives, with Guodian Group planning to complete intelligent construction at 33 power plants next year [3] - The company aims to establish a model project for fuel intelligence in each group to drive subsequent business development [3][4] Group 3: Strategic Business Development - The company's development strategy is clear, focusing on three main business models: product upgrades, functional expansions, and increasing customer numbers [4] - The electricity sector remains a key focus, with significant room for information technology improvements compared to finance and telecommunications [4] - The company is leveraging its existing market foundation to promote project management software in the electricity sector, while also exploring opportunities in the military sector through strategic partnerships [4][5] Group 4: New Products for Social Governance - The company is addressing issues related to document verification and management through an encrypted image code system, which can function without mobile internet or communication networks [5] - A pilot program for this solution is set to begin in Zhuhai, aiming to alleviate difficulties in document handling for citizens [5]