岭南股份(002717) - 2023年6月5日投资者关系活动记录表

Group 1: Core Business Areas - The company focuses on two strategic development directions: "Ecology + Cultural Tourism," emphasizing urban and rural quality improvement through three core businesses: ecological environment construction, water management, and cultural tourism [2][3]. - In ecological environment construction, the company possesses integrated operational capabilities covering design, urban landscaping, rural landscape, municipal engineering, smart city projects, and road lighting [2][3]. - The water management sector targets urban water services, water conservancy projects, and water ecological environment, encompassing the entire industry chain from research and development to operation [3]. Group 2: Cultural Tourism Projects - The cultural tourism business includes planning and design of themed cultural tourism, creative design of theme parks, tourism investment, and operational marketing [3][4]. - Notable projects include the Huangyao Ancient Town in Guangxi, the Maoshan Scenic Area in Jiangsu, and the Huaxia Tribe Tourism Area in Shandong, among others [3][4]. Group 3: Strategic Partnerships and Capital - The company has introduced state-owned capital from Zhongshan through share transfer and private placement, enhancing its financing capabilities and financial stability [3][4]. - This partnership aims to leverage the strengths of state-owned capital to improve credit ratings, diversify financing channels, and reduce asset-liability ratios [3][4]. Group 4: Technological Innovations - The company is actively exploring the integration of digital technology in cultural tourism, including a strategic partnership with Tencent for metaverse business development [4][5]. - The subsidiary, Hengrun Group, focuses on multimedia human-computer interaction technology, offering services in VR applications and immersive experiences [4]. Group 5: Future Growth Opportunities - The company is closely monitoring advancements in artificial intelligence (AI) and plans to invest resources to explore AI's integration into tourism, anticipating significant market opportunities [5]. - AI is expected to unlock a multi-billion consumer market, providing new growth avenues for the cultural tourism sector [5].