SCIYON(002380)2022-12-04 06:52Group 1: Company Overview - The company's business primarily covers four product areas: process industrial informationization, process automation, automation instruments, and robotics & intelligent manufacturing, targeting both process industries and discrete manufacturing sectors. Approximately 60% of the business is in the electric power industry, 20% in the chemical industry, and 20% in discrete manufacturing [2][3]. Group 2: Innovation and Business Layout - The company is actively developing smart parks (e.g., smart chemical parks, smart power plants) and smart cities, with a unique focus on CPS compared to competitors. Additionally, the personnel positioning safety management system is increasingly entering the electric power and chemical sectors [3]. Group 3: Product Insights - The boiler CT temperature measurement and control device uses laser sensors to measure temperature distribution in the furnace, improving combustion efficiency by 0.5%-1%. The current market penetration is low, indicating significant future potential [3]. - The cleaning robot product enhances the cleanliness of condensers, improving heat exchange efficiency and energy savings. The product is marketed through a direct sales model, with slight adjustments in pricing and gross margin to accelerate market penetration [3]. Group 4: New Energy Vehicle Project - The promotion model for the new energy vehicle powertrain system primarily involves corporate participation in new energy vehicle operations, which is not a sustainable or healthy model, leading to a contraction in this business area [4]. Group 5: Future Plans - The company has prepared a related implementation plan for the second phase of the shareholding plan, awaiting an appropriate time for launch [4]. - The rehabilitation robot is an incubated project in collaboration with a leading domestic university in the field. Due to the long market introduction cycle, it is not expected to contribute significantly to the company's performance in the short term [4].