理工能科(002322) - 投资者关系活动记录表2024年3月7日

Group 1: Company Overview - Ningbo LIGONG Environment Energy Technology Co., Ltd. was established in December 2000 and listed on the Shenzhen Stock Exchange in 2009 [2] - The company focuses on software informatization and intelligent instruments, covering energy and environmental sectors [2] - Key transformation occurred in 2015 with the acquisition of Jiangxi Bowei and Beijing Shangyang, marking a significant step in the company's transition [2] Group 2: AI and Software Development - Current AI applications in the power industry focus on video recognition, including inspection and site management, with ongoing deep development in this area [3] - The company plans to enhance its cost estimation software, which typically requires updates every 4-5 years, aligning with the different revision cycles of pricing standards [3] Group 3: Business Expansion and Market Opportunities - The company aims to integrate AI and digital technologies to deepen product offerings and meet user demands, particularly in renewable energy sectors like wind, nuclear, and solar [3] - Increased openness in the power system is expected to expand the user base and drive software product demand [3] Group 4: Competitive Advantages - The company emphasizes digital solutions in engineering construction, leveraging its technical expertise to enhance collaboration with third-party units [3] - The digital construction business has formed a competitive advantage, particularly with the integration of drone technology for security in substations [3] Group 5: Intelligent Instruments and Market Growth - The MGA8000 transformer gas chromatography online monitoring system, launched in 2023, addresses significant market challenges and has received positive recognition [3] - Demand for online monitoring products is projected to increase due to regulatory requirements for high-voltage transformers and the aging of existing equipment [3] - The new monitoring system is expected to enhance economic benefits in the high-voltage sector, with significant growth potential [3]