理工能科(002322) - 2023年3月16日投资者关系活动记录表

Group 1: Company Overview - Ningbo LIGONG Environmental Energy Technology Co., Ltd. was founded in 2000 and listed on the Shenzhen Stock Exchange in 2009 [1] - The company has undergone significant transformation, including the acquisition of Jiangxi Bowei and Beijing Shangyang in 2015, and now focuses on software, information technology, and intelligent instruments [1] - LIGONG has over 2,200 employees and operates 23 subsidiaries and branches across major cities in China [1] Group 2: Market Position and Competitive Advantages - The company has established a high market share in the power cost estimation software sector through various procurement models, including single-source, competitive negotiation, and public bidding [2] - Key competitive advantages include a comprehensive product matrix covering the entire lifecycle of power projects, deep customer channels reaching county-level clients, and a highly specialized service system [2] - Since 2008, the company has provided information technology projects for cost control, creating a protective moat around its products [2] Group 3: New Energy and Storage Market - LIGONG has developed a preliminary product matrix for new energy, covering photovoltaic, wind, and nuclear power cost estimation, with a strong overlap with major design units in the new energy market [3] - The company is expanding its market presence in the energy storage sector, collaborating with the National Power Engineering Cost and Quota Management Center to develop standards for electrochemical energy storage [3] - A new cost estimation product for energy storage stations is set to be launched in the second half of the year [3] Group 4: Software Revenue and Stability - The revenue from Bowei's cost estimation software is characterized by cyclicality and sustainability, with a typical update cycle of five years for individual cost estimation categories [4] - The company is exploring rental models for some software products [4] - The personnel scale of Bowei has remained stable [4] Group 5: Digital Construction and Future Trends - Digital construction is a key focus for the State Grid during the 14th Five-Year Plan, with ongoing efforts to enhance intelligent perception levels at construction sites [4] - The company’s digital construction business includes traditional and emerging sectors, with a focus on safety, quality, progress, and cost management [4] - The company is developing a new generation of intelligent instruments, which are expected to improve profit margins in power monitoring instruments [4]