理工能科(002322) - 2022年2月23日投资者关系活动记录表

Group 1: Company Strategy and Focus - The company has changed its name to "理工能科" to further focus on energy technology, particularly in the new electric power system construction and digital transformation [1] - Future strategies include enhancing capabilities in areas such as big data center construction, smart supply chain, and digital handover [1] - The company aims to leverage big data and digital twin technologies to drive the digital transformation of power grid equipment [1] Group 2: Market Opportunities and Policies - The new electric power system and dual carbon policies are expected to accelerate the digital transformation of the power industry, positively impacting the company's strategic direction [2] - Investments in digital transformation by major power companies are significant, with State Grid investing $3.5 billion and Southern Power Grid aiming for a fully digital grid by 2025 [2] - The comprehensive energy service market is projected to reach approximately ¥0.8-1.2 trillion by 2025, with renewable energy services being a key area of growth [2] Group 3: Business Segments and Growth - The company has maintained over 20% annual revenue growth in its power information technology projects [3] - The company’s customized project market is divided into three tiers, with the company positioned in the third tier, focusing on collaboration with larger firms [3] - The company’s environmental monitoring services have been implemented in over 1,500 operational sites across 27 provinces, completing over 3,500 monitoring stations [5] Group 4: Financial Performance and Projections - The company’s goodwill from acquisitions in 2015 and 2016 amounts to ¥1.705 billion, with a provision for impairment of ¥178 million as of September 30, 2021 [5] - The company anticipates a total goodwill impairment of approximately ¥194 million for its subsidiary Hunan Bilun Environmental Technology [5] - The soil remediation business that was not completed in 2021 is expected to be deferred to 2022, with ongoing efforts to secure new orders [6]