Sunrise(SZ:300360)2023-06-14 12:14Group 1: Company Overview - Juhua Technology focuses on four main business segments: AMI systems, energy efficiency monitoring, smart water management, and electric vehicle charging solutions [2][3][4] - The company aims to optimize market layout and improve operational quality while adhering to the dual carbon goals [2][3] Group 2: Business Segments - AMI Systems: Includes smart electric meters and IoT meters, primarily serving State Grid and Southern Grid [2] - Energy Efficiency Monitoring: The "Smart Energy Monitoring IoT Cloud Platform" provides solutions for energy efficiency management, which is expected to grow significantly under the dual carbon policy [3][4] - Smart Water Management: Utilizes IoT and big data to monitor urban water systems, providing real-time data analysis for decision support [3] - Electric Vehicle Charging Solutions: The company is expanding its presence in the EV charging market, with products certified for both European and American markets [4] Group 3: Market Trends and Opportunities - The demand for energy efficiency solutions is increasing rapidly due to the dual control policy on energy consumption per GDP [2][3] - The company has seen a significant increase in demand for IoT meters, with State Grid's first batch of 2023 tenders showing a notable rise in quantity compared to the previous year [3] Group 4: Future Development - Continuous investment in R&D for system platforms and IoT sensors to meet diverse user needs [4] - The company is preparing for further expansion in overseas markets, particularly in Europe and the United States, with ongoing certification processes for its products [4]