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金智科技(002090) - 2023年6月2日投资者关系活动记录表
WISCOMWISCOM(SZ:002090)2023-06-02 09:13

Group 1: Business Segmentation - The company's revenue is primarily divided into two main business areas: Smart Energy and Smart City [2] - Smart Energy products include electrical automation devices and systems for power plants, substations, and distribution automation [2] - Smart City services focus on digital transformation solutions for urban operations and enterprise management [3] Group 2: Customer Distribution - Smart Energy products target customers such as State Grid Corporation, China Southern Power Grid, and various industrial enterprises [3] - The majority of revenue comes from internal network clients, with external network clients primarily being large energy companies and industrial parks [3] Group 3: Strategic Partnerships - The company has established a joint venture, Shanghai Nengyou Network Electric Technology Co., Ltd., with Shanghai Jiao Tong University to enhance its capabilities in low-carbon power and new distribution fields [3] - The joint venture was founded in February 2023 with a registered capital of 5 million yuan, where the company holds a 35% stake [3] Group 4: Development Strategy - The company focuses on its core business while aligning with national strategies for "carbon peak" and "carbon neutrality" [3] - It aims to enhance product R&D and market investment, combining organic growth with mergers and acquisitions [3] Group 5: Business Growth Areas - The company is actively expanding its energy storage business, including projects related to energy storage stations and energy management systems [4] - The rapid growth is noted in the distribution automation sector, particularly in integrated equipment for distribution networks [4]