恒华科技(300365) - 2015年3月16日投资者关系活动记录表

Group 1: Company Development Strategy - The company will adhere to a dual-wing development strategy, focusing on technological innovation and business expansion in the smart grid information sector to maintain its leading position in the integrated service market [1] - Plans to promote an open cloud service platform and seek transformation in business and profit models to facilitate a second leap in development [1] - Aiming to build an internet-based industrial ecosystem and expand into new fields such as transportation, energy conservation, and online education [1] Group 2: Incubator and Cloud Services - The Tianjin incubator, established in December 2014, is currently in discussions with potential incubatees, chosen for its lower operational costs compared to Beijing [2] - The cloud service platform will manage the entire process of grid design and construction, featuring integrated and standalone service options [2] - The electricity system reform is expected to increase the number of potential clients, enhancing market opportunities for the company [2] Group 3: Competitive Advantages - The company has developed a unique competitive advantage through years of experience in smart grid information services, supported by a mature technology platform and comprehensive product system [3] - It has a nationwide marketing service system, making it one of the most comprehensive software companies in the smart grid sector [3] - The management team possesses extensive project experience, ensuring the company can continuously meet the practical needs of the industry [3] Group 4: Business Transformation and Future Plans - The company is actively seeking to upgrade its business model from project development to a customer and service-centered approach, focusing on comprehensive service solutions [3] - Plans to establish a cloud service platform and create an internet-based industrial ecosystem to achieve a shift in profit models [3] - The international business center, recently established, is in the market expansion phase and aims to promote software and design consulting services overseas, although it has not yet generated revenue [4]