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金智科技(002090) - 2024年1月31日投资者关系活动记录表
WISCOMWISCOM(SZ:002090)2024-02-01 00:42

Financial Performance - The company expects a net profit attributable to shareholders of 50 million to 70 million yuan for 2023, representing an increase of 66.56% to 133.18% [2] - The non-recurring net profit is projected to be 40 million to 70 million yuan, reflecting a growth of 98.73% to 173.25% compared to the previous year [2] - The main reasons for the profit increase include a focus on "dual carbon" and "digital economy" strategies, enhanced product R&D, and effective cost reduction measures [2] Business Segments - The revenue contribution from the smart energy business is approximately 60%, while the smart city business accounts for around 40% [2][3] - The gross margin of the smart energy business is higher than that of the smart city business, indicating a greater profit contribution from the former [3] Market Expansion - The company is actively expanding in the fields of renewable energy and low-carbon business, including wind power, photovoltaics, and energy storage [3] - In 2023, the company secured multiple contracts for distributed photovoltaic design, energy storage integration, and EPC projects [3] Strategic Initiatives - The company holds a 51% stake in Shanxi Jinzhi Hongyang Technology Co., which has the qualifications to engage in electricity sales in Shanxi Province [3] - The company plans to leverage Shanxi Hongyang to expand its electricity sales business and low-carbon park construction in Shanxi [3] - The company is open to mergers and acquisitions that align with its main business and will actively seek synergistic targets under suitable conditions [4]