Group 1: Company Performance and Financials - The company reported that its 2021 revenue primarily came from software sales and services, with a growth in software service revenue, but overall business growth was below expectations due to delays in new energy project confirmations [3][4] - The total amount of new energy projects that have not yet confirmed revenue exceeds 10GW, with expected revenue recognition primarily in 2022 [3][4] - The company improved its accounts receivable collection in 2021, showing significant improvement compared to the end of 2020 and the first three quarters of 2021 [3][4] Group 2: Future Business Outlook - The company anticipates optimistic order conditions for 2022 due to strong market demand and sufficient order reserves from previous investments in new energy, water conservancy, and transportation sectors [3][4] - The company maintains a research and development investment ratio of around 10%, ensuring continued innovation in core technologies [4][5] - The company is focusing on digital applications in the power industry, with significant opportunities in photovoltaic and wind energy consulting and design services under the national dual carbon policy [5][6] Group 3: Industry Engagement and Projects - The company is involved in multiple high-voltage projects, with a market share in the three-dimensional design segment being relatively high [5][6] - The company has successfully applied its products in various sectors, including water conservancy and transportation, with significant increases in market demand compared to the previous year [5][6] - The company is actively participating in the development of three-dimensional design standards for distribution networks, which will enhance its service offerings in the new energy sector [5][6]
恒华科技(300365) - 2022年1月27日投资者关系活动记录表