| | 问:董秘你好:贵公司的变压器产品能否用于AI算力的数据中心?公司是否有相关方面的订单?(来自: 深交所互动易) | | 答:您好,我公司组合电器、隔离开关、开关柜及变压器产品都可以应用于为算力中心提供电源的变电站或配电站,比如我公司10KV高能效非晶合金变压器分别于2021年应用于“中国移动甘肃天水云数据中心”,2023年应用于“国网湖南配网智能应用数据中心”。 |
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| | 问:你好!董秘,马斯克和黄仁勋提出“算力的尽头是电力”等观点,公司在AI和数据中心有无电力业务?(来自: 深交所互动易) | | 答:您好,我公司组合电器、隔离开关、开关柜及变压器产品都可以应用于为算力中心提供电源的变电站或配电站”。 |
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| | 问:请问贵公司的输变电设备可以用于数据中心吗?及算力相关的机柜吗?(来自: 深交所互动易) | | 答:您好,我公司组合电器、隔离开关、开关柜及变压器产品都可以应用于为算力中心提供电源的变电站或配电站,比如我公司10KV高能效非晶合金变压器分别于2021年应用于“中国移动甘肃天水云数据中心”,2023年应用于“国网湖南配网智能应用数据中心”。 |
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| | 问:请问截止2024年12月20日收盘公司股东数是多少?谢谢(来自: 深交所互动易) | | 答:您好,截至2024年12月20日,公司股东总户数为40731户。 |
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| | 问:董秘您好!请问截止12月10号,公司的股东人数是多少?谢谢(来自: 深交所互动易) | | 答:您好, 截止至2024年12月10日,公司股东总户数40,928户。 |
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| | 问:贵司持有富特科技800多万股,请问是否年报中会将持有富特科技年末的投资增值计入?谢谢(来自: 深交所互动易) | | 答:您好,根据企业会计准则相关规定,公司对持有富特科技的股权按照“长期股权投资”科目列报,并对其采用“权益法”进行核算,公司按持股比例享有或分担富特科技实现的净损益和其他综合收益的份额,并分别确认投资收益和其他综合收益。谢谢 |
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| | 问:请问贵公司对外投资中除了富特科技已上市外,还有参股哪些上市公司?另外截止目前投资富特科技账面产生的收益是多少?谢谢(来自: 深交所互动易) | | 答:您好,目前公司除参股富特科技外,公司还因部分债权转为股份而持有少量力帆科技的股票,截至2023年末,公司对富特科技长期股权投资的期末账面价值为6,556.50万元。 |
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| | 问:董秘您好!请问截止11月20号,公司的股东人数是多少?谢谢(来自: 深交所互动易) | | 答:您好,截止至2024年11月20日,公司股东总户数为42,085户。 |
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| | 问:请问三季度环比是什么原因导致业绩大幅下滑?谢谢(来自: 深交所互动易) | | 答:您好,公司第三季度产品交付规模相比第二季度有所缩减,部分产品交货时间有所后延,谢谢您的关注。 |
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| | 问:董秘您好,之前管理层在电话会议表示,让投资者对下半年业绩保持信心,且下半年一般为交货旺季,但是三季报出来的业绩似乎不及预期,请问背后的原因是什么?谢谢解答(来自: 深交所互动易) | | 答:您好,根据所处行业及公司往年的经验来看,一般情况下,产品的交付比例下半年会略高于上半年,但产品实际交付还受客户工程进度等因素的影响,公司第三季度产品交付规模相比第二季度有所缩减,部分产品交货时间有所后延,但公司整体经营情况未发生变化,生产经营活动依旧有条不紊正常开展,谢谢您的关注。 |
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| | 问:请问截止2024年10月18日收盘公司股东数是多少?谢谢(来自: 深交所互动易) | | 答:您好,截止至2024年10月18日,公司股东总户数为34909户,谢谢关注。 |
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| | 问:请问截止2024年10月10日公司股东人数是多少?谢谢(来自: 深交所互动易) | | 答:您好,截止至2024年10月10日,公司股东总户数32,743户。 |
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| | 问:长高电新未来的发展方向和重点工作任务是什么?(来自: 投资者关系互动平台) | | 答:尊敬的投资者您好,公司目前的发展战略是以新质生产力推动公司高质量持续发展。未来,公司将继续紧跟“碳中和、碳达峰”“新基建”“新型电力系统”等国家战略,充分发挥扎根电力行业的设备制造优势,坚持研发创新,以特高压、绿色化、智慧化为方向,紧跟市场需求,继续将现有的输变电设备制造业务做大做强,当前的主要工作任务有以下几个方面:
1、借助资本市场融资渠道,推进产业升级,助力公司高质量发展。
2024年,经董事会与股东大会审议批准,公司启动三大生产基地的新建及扩建项目,三个项目的实施是为公司向特高压、绿色化、智慧化战略方向发展提供硬件条件,进一步丰富公司产品品类,提高生产能力及公司整体竞争实力。公司同步披露了再融资预案,旨在借助资本市场融资渠道,推动公司新一轮高质量发展。
2、加强市场深耕细作,夯实销售基础,实现订单的跨越式增长。
市场作为企业发展的龙头,公司仍需不断夯实营销实力,稳固国网市场的同时,积极开拓南网市场和配网市场以及电网系统外市场,积极探索海外市场,增加订单来源,分散客户集中度。公司将继续推行销售政策改革,继续下沉至二三级市场,寻找新的市场增量。
3、加强产品研发,提升产品竞争力。
加快363kV、750kV GIS等产品的研发进度,以满足市场对更高电压等级产品的需求。 推动成套设备向绿色环保型产品发展及智慧化升级,提升产品的市场竞争力。
4、加强内部管理,提升运营效率和质量。通过优化生产流程、加强质量控制和成本管理等措施,降低生产成本,提升盈利能力 |
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| | 问:长高电新未来的数字化转型计划包括哪些方面?(来自: 投资者关系互动平台) | | 答:公司数字化转型工作主要包含以下几个方面:
一、生产数字化
智慧工厂的建设:引进先进的智能制造设备和系统,如自动化生产线、智能机器人等,实现生产过程的自动化和智能化。通过数字化手段对生产流程进行优化和监控,提高生产效率和产品质量。使用MES生产管理系统,通过系统化的数据采集、监控实现对生产过程的全面管理和优化。
二、产品数字化
加大公司在智慧型电力设备领域的研发投入,开发具有远程监控、故障诊断、智能运维等功能的电力设备。
三、管理数字化
引进ERP系统,实现企业内部资源的整合和优化配置。 通过ERP系统对企业的生产、销售、财务等业务流程进行数字化管理,提高管理效率和准确性。
四、办公系统的数字化
推广智能办公系统,如OA系统、企业微信等线上工作流程申请和审批,完善审批程序,提高员工工作效率和协作能力,利用数字化手段对员工绩效进行管理和评估,为人力资源管理提供科学依据。
五、采购招标流程数字化
利用线上招标平台提高采购效率,降低采购成本,进一步增强招标程序的规范性,招标过程的透明度和公平性。 |
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