FOREVER TECHNOLOGY(SZ:300365)2022-12-08 03:21Group 1: Company Overview and Strategic Direction - The chairman, Jiang Chunhua, provided insights into recent industry policies and the development of the Henghua Cloud Service Platform, emphasizing the company's strategic direction and progress [2]. - The company is focusing on the new energy sector, aligning with national policies on energy conservation and emissions reduction, which are critical for the integration of renewable energy into the grid [4]. Group 2: Industry Policies and Market Opportunities - Recent policies from the Shanghai Securities Journal indicate that the electricity reform will soon release implementation opinions, which will allow various market entities to engage in electricity sales and distribution [2]. - The company is positioned to leverage opportunities arising from the electricity reform, particularly in providing comprehensive energy services [2]. Group 3: Cloud Service Platform Development - The Henghua Cloud Service Platform has achieved significant milestones over three years and is currently undergoing internal testing, with plans for customer trials by the end of the year [3]. - The platform aims to provide online SaaS services tailored to industry users, featuring characteristics such as cloud deployment, mobile collaboration, and scalability [3]. Group 4: Strategic Partnerships - A strategic cooperation agreement was signed with Guodian Dadu River New Energy Investment Co., Ltd., focusing on joint market development and risk management in the electricity sector [3]. - The partnership will encompass various areas, including the construction of energy service information platforms and the development of clean energy projects [3]. Group 5: Investor Engagement and Q&A Highlights - During the investor Q&A, it was noted that over 80% of existing design tools in the power design industry are from Daoheng Times, indicating a strong market presence [5]. - The company plans to offer design tools through the cloud platform, significantly reducing costs for design institutes by charging based on project usage rather than a full purchase [5]. - The estimated number of surveyors in the country is around 200,000, with the cloud platform designed to facilitate data access and increase revenue for design institutes [6]. Group 6: Future Challenges and Opportunities - The company acknowledges the need to overcome various challenges and policy bottlenecks to achieve its strategic goals, emphasizing the importance of investor support [4]. - The platform's future profitability will depend on user experience and engagement, with potential revenue streams including registration fees and advertising [6].