智洋创新(688191) - 2023年12月14日投资者交流活动记录表

Group 1: Investor Relations Activities - The investor relations activities included specific object research, analyst meetings, media interviews, and performance briefings [2] - Participants included representatives from Zhongyou Securities and CICC Asset Management [2] - The meeting took place on December 14, 2023, in the company conference room [2] Group 2: Future Market Space in Power Sector - As of the end of 2021, the length of transmission lines above 35kV was 2,227,400 kilometers, with approximately 5 million transmission towers [2] - The estimated deployment of visualization devices in transmission lines is around 500 million sets, with current deployment estimated at 800,000 to 1 million sets, indicating a low coverage rate and significant future market potential [2] Group 3: Smart Substation Operation and Maintenance Market - The smart substation operation and maintenance market in China was valued at 3.81 billion yuan in 2016, with a year-on-year growth of 30.7% [3] - The market size reached 10.16 billion yuan in 2020, with a growth rate of 21.5%, indicating a promising future outlook for smart substation operations [3] Group 4: Water Conservancy Product Solutions - The company has developed a digital twin smart water conservancy system that includes features for forecasting, early warning, simulation, and planning [3] - The system encompasses various applications, including drone monitoring, water resource management, and urban flood prevention platforms [3] Group 5: Progress in New Business Areas - The company is expanding its business in the water conservancy sector beyond Shandong, with successful projects like the Mengshan Reservoir recognized as a standardized management project by the Ministry of Water Resources [3] - In the rail transit sector, the company is advancing its safety environment control products, with ongoing projects such as the Guinan High-speed Railway intelligent security system [3]