恒华科技(300365) - 2024年3月15日投资者关系活动记录表

Financial Performance - The company achieved an operating revenue of 829 million yuan in 2023, representing a year-on-year growth of 36.46% [1][2] - The net profit attributable to ordinary shareholders was 17.86 million yuan, marking a turnaround from losses [2] - The net cash flow from operating activities reached 362 million yuan, showing a positive trend over the past three years [2] - As of the end of 2023, total assets amounted to 2.512 billion yuan, a year-on-year increase of 4.56% [2] - The net assets attributable to shareholders were 1.967 billion yuan, up 1.85% year-on-year, maintaining a low debt-to-asset ratio [2] Strategic Focus - In 2024, the company aims to leverage opportunities in digital economy, dual carbon goals, and AI technology applications, focusing on the BIM platform and software for business expansion [2] - The company plans to actively develop new energy and data center markets, providing comprehensive energy solutions including energy planning and management [2] Technology and Innovation - The company is integrating AI technology with energy business scenarios, enhancing software products from digital to intelligent transformation [3] - Specific applications include AI-assisted design in BIM, drone surveying, and energy big data analysis [3] - The company has a strong technical foundation in the power industry, enabling it to offer integrated solutions for data centers [3] Industry Trends and Regulatory Environment - The company is positioned to benefit from national policies supporting the development of distribution networks, with significant investments expected in the coming years [3][4] - The company is actively involved in the development of industry standards for distribution networks, enhancing its market presence and brand influence [4] Electric Vehicle Infrastructure - The company recognizes the growing demand for charging stations due to the rise of electric vehicles, offering comprehensive solutions for planning, design, and operation [4] - The integration of electric vehicles with the power grid is seen as crucial for the efficient operation of new power systems [4]