Market Potential - As of the end of 2022, the number of new energy vehicles in China reached 13.1 million, with projections indicating that by 2025, this number will exceed 50 million, achieving a penetration rate of over 50% [1] - The charging infrastructure market is expected to expand significantly, with policies supporting the development of charging facilities for new energy vehicles [1][2] - By the end of 2025, the market space in Guangdong Province alone is projected to exceed 20 billion RMB [2] Company Strategy - The company positions itself as a service provider for BIM platform software and industry digital applications, focusing on integrated services for "light-storage-charging" [2] - It aims to provide comprehensive services in the smart charging network sector, including site planning, design, energy access, installation, and digital operation [2][3] - The company has established a partnership with Huawei Digital Energy, becoming a certified service provider, which enhances its capabilities in the digital energy sector [3] Technological Development - The company is actively developing virtual power plant technologies, integrating various energy resources to enhance grid interaction and efficiency [3][4] - It utilizes BIM, GIS, and AIoT technologies to create smart water conservancy products, contributing to the digital twin engineering lifecycle [4] - The company has made progress in modeling underground structures, which may be applied to pumped storage projects in the future [4] Compliance and Communication - The company adheres to information disclosure regulations, ensuring that all communications are accurate, complete, and timely [4] - The investor relations activities included both online and offline meetings, ensuring comprehensive communication with participating institutions [4]
恒华科技(300365) - 2023年9月8日投资者关系活动记录表