1. The total investment in power grid in the 14th five year plan is nearly 3 trillion, and the market space for coal mine intelligence is expected to reach 1 trillion. The cumulative planned investment in the power grid of the State Grid and China Southern Power Grid during the 14th five year plan will exceed 2.9 trillion yuan. If the power grid companies in some regions other than the two major power grids are included, the total investment in the national power grid during the 14th Five Year Plan period is expected to be nearly 3 trillion yuan. According to the report of smart enabled coal industry new trillion market released by Ernst & young, the overall market scale of smart mine exceeds RMB 1 trillion and has broad development prospects.
2. Longshine Technology Group Co.Ltd(300682) + Beijing Forever Technology Co.Ltd(300365) + Ygsoft Inc(002063) , leading enterprise in subdivided fields: Longshine Technology Group Co.Ltd(300682) is a leading enterprise in informatization of China’s energy industry. With “energy digitization” as the core and “digital technology + energy Internet” solution, it serves the national digital economy and “double carbon” strategy; Beijing Forever Technology Co.Ltd(300365) is a leading company in power BIM, committed to building an independent and controllable BIM platform and technological application innovation, and has built five mutually supporting business systems; Ygsoft Inc(002063) is a mainstream information technology, product and service provider for enterprise management, energy interconnection and social services in China. It makes full use of advanced information technologies such as cloud computing and big data to serve the national goal of “carbon peak and carbon neutralization”.
3. Ningbo Ligong Environment And Energy Technology Co.Ltd(002322) + Dongfang Electronics Co.Ltd(000682) , beneficiaries under the dual carbon background. Ningbo Ligong Environment And Energy Technology Co.Ltd(002322) with software informatization as the core, the company continues to cultivate the fields of smart energy and smart environmental protection. Under the background of “carbon neutralization”, the company’s environmental monitoring and Governance Business ushers in new opportunities; Dongfang Electronics Co.Ltd(000682) the company’s business meets the needs of energy Internet transformation. The company’s regional integrated energy management system project can maximize the consumption and utilization of renewable energy, coordinate and optimize energy demand, production and supply, and optimize the allocation of resources through the coordination and interaction of “source network load storage”.
4. Beijing Longruan Technologies Inc(688078) , a variety of products promote the intelligent development of coal mining. The state vigorously develops the intellectualization of coal mining and provides strong policy support. Beijing Longruan Technologies Inc(688078) based on longruangis platform and using new generation information technologies such as GIS, big data and Internet of things, we have continuously developed products such as data visualization, transparent mine system and simulation system to realize safe and efficient intelligent mining with few people and no one in coal mine.
Risk tips: the macro economy is depressed, the policy implementation is less than expected, the market space calculation includes subjective assumptions, the market competition intensifies, the risk of loss of core technicians, etc
