xldz(SZ:002546)2023-04-21 06:10Business Overview - The main business segments of the company include electric information collection systems, smart electricity cloud services, and power cabinets. The electric information collection system is crucial for smart grid construction, providing digital and automated support for electricity monitoring and management [2][3]. Market Impact - During the "14th Five-Year Plan" period, the total investment in the national grid is expected to exceed CNY 3 trillion, significantly higher than the CNY 2.57 trillion during the "13th Five-Year Plan" [3][4]. - In 2022, the State Grid Corporation of China reported an annual grid investment of CNY 509.4 billion, marking the first time it surpassed CNY 500 billion [3]. Smart Electricity Cloud Services - The smart electricity cloud service model does not require users to purchase equipment; instead, the company provides installation and maintenance services for a service fee [3]. - The service aims to enhance energy efficiency and environmental monitoring, contributing positively to energy conservation and carbon emission monitoring [3]. Load Management System - The new electric load management system is expected to achieve load control capabilities of over 20% of the maximum load in the region by 2025, with monitoring capabilities reaching 70% [4]. - The company has extensive experience in building load management systems, aligning its business with the new system's requirements [4]. Future Development Plans - The company aims to transition from being a power equipment supplier to an integrated energy service provider, expanding its value-added services and enhancing its market position in the electric information collection industry [4].