Company Overview - Established in 1998, listed on the Shenzhen Stock Exchange in September 2009 with stock code 002298 [2] - Recognized as a national-level intellectual property demonstration enterprise and a national high-tech enterprise [2][3] Business Strategies - Focus on three main development strategies: strengthening smart cities, expanding smart energy (power distribution equipment and components), and promoting new energy development [2][4] - Emphasis on "independent control and domestic substitution" in technology research and development [2][4] Core Competencies - Advantages in self-developed products, technology and R&D, quality, industry application, brand, marketing, and talent [6] - Key products include cloud computing platforms, smart power distribution equipment, and energy storage systems [6][7] Innovation Measures - Four major innovation initiatives: strategic innovation, talent innovation, operational innovation, and ideological innovation [5] - Focus on market transformation, product transformation, and customer structure transformation [5] Market Opportunities - Significant opportunities from national strategies such as "Digital China," "Carbon Peak and Carbon Neutrality," and "New Infrastructure" [6][7] - New energy sector identified as a new profit growth engine [7] Data Center and Storage Advantages - Over 20 years of experience in data center operations, providing AI computing power support for smart city applications [7] - Development of low-energy consumption products in distributed computing and storage, achieving a 50% increase in storage density and a 60% reduction in energy consumption compared to similar products [7]
中电兴发(002298) - 2023年10月10日投资者关系活动记录表