xldz(SZ:002546)2024-06-07 14:43Group 1: Business Overview - The company operates in three main business segments: electric information collection systems, smart electricity cloud services, and power cabinets [2] - Electric information collection systems include master station systems, special transformer terminals, concentrators, and collectors, primarily serving State Grid Corporation of China and China Southern Power Grid [2] - Smart electricity cloud services provide low-cost construction of electricity monitoring and management systems for various electricity enterprises, utilizing big data for value-added services [2] Group 2: Demand Response and Virtual Power Plants - Some functionalities of the electric information collection systems can be applied to virtual power plants, with the company having rich experience in demand response [3] - The smart electricity cloud platform offers comprehensive data and technical support for users participating in demand response, ensuring efficient load management during power restrictions [3] Group 3: Business Model and Market Opportunities - The smart electricity cloud service model allows users to access services without purchasing equipment, paying only for service fees while the company provides installation and maintenance [3] - The company is actively monitoring electricity market reforms to seek new market opportunities [3]