理工能科(002322) - 2024年5月29日投资者关系活动记录表

Group 1: Company Overview - Ningbo LIGONG Environmental Energy Technology Co., Ltd. was established in December 2000 and listed on the Shenzhen Stock Exchange in 2009 [1] - The company focuses on software informatization and intelligent instruments, covering energy and environmental sectors [1] - Key acquisitions in 2015 included Jiangxi Bowei and Beijing Shangyang, marking a significant transformation for the company [1] Group 2: Technological Innovations - The new generation of oil chromatography intelligent online monitoring systems addresses market pain points such as data comparison errors and detection sensitivity [2] - The self-developed single acetylene three-channel rapid detection device has received high performance ratings, enabling entry into high voltage market segments [2] - The MGA8000 transformer chromatography online monitoring system provides quantitative, automatic, and rapid monitoring of dissolved fault gases in transformer oil [2] Group 3: Market Strategy and Position - The company has over 20 years of experience in the power monitoring industry, with a strong R&D team and stable customer base [2] - The strategy focuses on technology-driven market expansion, innovative cooperation, and sales models to increase market share [2] - High market share in power software products is attributed to a comprehensive product matrix and strong customer service capabilities [2] Group 4: Future Plans and Challenges - Future plans include organizational restructuring, digital capability enhancement, and optimizing performance assessment systems for sustainable development [3] - The company is committed to continuous R&D investment to enhance product performance and explore new product lines [3] - Current goodwill primarily stems from the 2015 acquisitions, with annual impairment testing based on operational performance [3]