国能日新(301162) - 2023年8月18日投资者关系活动记录表

Financial Performance - The company achieved a revenue of 189 million CNY in the first half of 2023, representing a year-on-year increase of 34.14% [2] - The net profit attributable to shareholders reached 33.15 million CNY, up 57.29% compared to the previous year [2] - The net profit after deducting non-recurring gains and losses was 25.24 million CNY, reflecting a growth of 32.25% [2] Business Development - Revenue from power prediction services amounted to 128 million CNY, a growth of 11.22% year-on-year, with a gross profit margin of 71.89% [3] - The revenue from grid-connected control products surged to 37.23 million CNY, marking a significant increase of 154.19% [3] - The revenue from the company's grid management system reached 7.15 million CNY, up 226.55% year-on-year [3] - Innovative business segments generated a total revenue of 5.84 million CNY, reflecting a growth of 268.05% [3] Research and Development - R&D expenses totaled 40.46 million CNY, an increase of 55.96%, accounting for 21.43% of the company's revenue [3] - The company holds 57 invention patents and 97 software copyrights as of the first half of 2023 [3] Market Trends - The installed capacity of photovoltaic power plants increased by approximately 154% year-on-year, with a total of 78.42 GW added in the first half of 2023 [6] - The company anticipates further acceleration in installed capacity in the second half of 2023 due to favorable market conditions [6] Customer Engagement - The renewal rate for power prediction services remains above 95% as of the first half of 2023 [4] - The company is actively expanding its customer base for controllable load resources, including industrial loads and electric vehicle charging stations [8]