理工能科(002322) - 2019年10月15日投资者关系活动记录表

Group 1: Company Overview - Ningbo LIGONG Environmental Energy Technology Co., Ltd. was established in 2000 and listed on the Shenzhen Stock Exchange in 2009 [2] - The company expanded its business into environmental protection by acquiring Jiangxi Bowei and Beijing Shangyang in 2015, and Hunan Bilun in 2016, forming a comprehensive environmental monitoring and management service [2][3] - The company operates in two main sectors: environmental protection and energy, with four key business segments: water quality monitoring, air monitoring, soil remediation, and power monitoring [2][3] Group 2: Business Segments - Environmental protection services include comprehensive solutions in smart environmental management, intelligent operation and maintenance, environmental assessment, and decision-making support [2] - Energy services focus on power monitoring and information technology, achieving over 80% market share in power engineering cost estimation software [2][3] - The company’s power monitoring covers generation, transmission, and transformation, providing real-time monitoring and data analysis for reliable operation [2][3] Group 3: Market Position and Financials - Jiangxi Bowei holds the leading position in the domestic power engineering cost estimation and information system market, with a market share exceeding 80% and a gross margin of over 90% for its cost estimation software [3][4] - The company has approximately 30,000 to 40,000 clients, primarily including owners, power design institutes, construction units, and consulting firms [5] - The return rate for general products exceeds 95% [5] Group 4: Innovation and Technology - The company has developed advanced solutions such as a data visualization platform, drone inspection systems, and a cloud-based cost estimation system, enhancing operational efficiency and safety [4] - The integration of artificial intelligence and IoT technologies in their services aims to optimize project management and improve inspection processes [4] - The company is expanding its design market in multiple provinces, focusing on power distribution engineering design and cost consulting services [4][5]