地铁设计(003013) - 2023年11月16日投资者关系活动记录表

Market Position and Competition - The company holds a high market share in Guangzhou and Guangdong Province, with a market share of approximately 90% among the top ten bidding units in urban rail transit design projects [1] - The urban rail transit industry is characterized by high concentration and intense competition among leading enterprises [1] Business Expansion and Strategy - The company emphasizes the expansion of its business outside the province, establishing localized branches in various regions to enhance customer service and project experience [1] - The company plans to strengthen its market expansion efforts outside the province, targeting major cities such as Beijing, Tianjin, Nanjing, and Shenzhen [2] Industry Outlook - The urban rail transit industry is expected to benefit from government policies promoting high-quality economic development and infrastructure investment [2] - The "dual carbon" initiative is anticipated to drive research in green energy and transportation, providing significant growth opportunities for the industry [2] Financial Performance and Challenges - The company has experienced cash flow fluctuations due to macroeconomic downturns and local fiscal pressures, but the overall credit status of its clients remains strong [3] - The company expects its related party transactions in 2023 to remain consistent with previous years, influenced by regional rail transit construction plans [3] Innovation and Technology - The company is advancing a "Design + Digital Technology" development model, focusing on core rail transit business while integrating digital technologies such as BIM [3] - The company is actively exploring energy-saving technologies and has initiated projects in energy management systems for urban rail transit [4] New Business Ventures - The company has established Guangzhou Kehui Energy Co., Ltd. to expand into new business models such as contract energy management [4] - The company has invested 100 million yuan to participate in the establishment of Guangzhou Energy Storage Group, aiming to enhance its engagement in the energy storage sector [5]