FOREVER TECHNOLOGY(SZ:300365)2022-11-09 12:41Group 1: Company Overview and Market Position - The company focuses on the power energy sector, differentiating itself from foreign software by specializing in vertical fields since its inception, emphasizing a "specialized, refined, unique, and innovative" development path [1][2]. - The company has developed its own BIM platform, which is crucial for digital applications in the industry, and has a strong brand effect globally [1][2]. Group 2: Software Development and Updates - The software update cycle is generally 3-5 years, influenced by various factors such as operating system upgrades and industry standards [3]. - The company plans to deploy its 3D software on a large scale from 2019 to 2025, with ongoing product development to meet market demands [3]. Group 3: Renewable Energy Business Growth - The company aims to expand its market in renewable energy, particularly in solar, wind, and energy storage, driven by dual carbon policies [3][4]. - In 2021, the newly installed capacity for solar power was 54.88 GW, and in the first three quarters of 2022, it was 52.6 GW, indicating significant market potential [3]. Group 4: Financial Performance and Future Projections - The company's revenue from renewable energy-related businesses is expected to grow by 20-30% in the coming years [4]. - Currently, the company has nearly 1 billion yuan in unconfirmed orders, focusing on digital applications in the power industry [4][5]. Group 5: Competitive Advantages - The company has over 20 years of experience in the power industry, with a strong technical foundation and certification system, allowing it to provide integrated design products and services [5]. - The company actively participates in setting 3D design standards for distribution networks, enhancing its market competitiveness [5].