Research Update|Yuanguang Software Hosts Eight Institutions Including Oriental Securities 2025 Revenue of 2.593 Billion Yuan, YoY Growth of 8.12%

Basic Research Overview

On March 18, 2026, Yuan Guang Software Co., Ltd. (hereinafter referred to as “Yuan Guang Software”) participated in the Spring Strategy Conference held in Shanghai via an on-site meeting with Orient Securities, Huachuang Securities, and other institutions. The company hosted research visits from eight organizations, including Orient Securities, Fortis Fund, Panhou Momentum, Shangqi Investment, Guoxin Zhongshu Investment, Jinghe Assets, and others. Company securities affairs representative Liu Duona attended and engaged in discussions with institutional investors on the company’s operations, business layout, and future development.

List of Participating Research Institutions

Steady Growth in 2025 Operating Performance

During the research, institutions first focused on the company’s 2025 operational results. Yuan Guang Software stated that during the reporting period, the company adhered to a strategy of diversified markets and products, focusing on core systems for digital enterprises (DAP) and digital products for smart energy. The company achieved comprehensive market expansion in key areas such as energy and electricity, new central enterprises, local state-owned enterprises, upstream and downstream energy sectors, and healthcare.

Financial data shows that in 2025, the company achieved operating revenue of approximately 2.593 billion yuan (about 259.32 million RMB), an 8.12% year-over-year increase; net profit attributable to shareholders of listed companies was approximately 301 million yuan (about 30.1 million RMB), a 2.80% increase YoY. Meanwhile, cash inflows from operating activities increased by 168 million yuan YoY, and net cash flow from operating activities increased by 49.5 million yuan YoY, indicating steady improvement in cash generation capacity.

Core Business Layout and Policy Opportunities

Market Expansion Driven by Policy

Yuan Guang Software pointed out that the State-owned Assets Supervision and Administration Commission (SASAC) continues to promote the digital and intelligent transformation of central enterprises and the construction of a world-class financial management system. It has also deployed initiatives such as “AI+” and independent innovation and controllable work, providing broad space for business expansion. Relying on over 30 years of experience serving large central energy enterprises, the company leverages its technological accumulation, project experience, and mature product systems to quickly respond to the common and personalized transformation needs of state-owned enterprises. Policy guidance and market demand upgrades form the core underlying logic for business growth.

Strengthening Smart Energy Business with Computation and Power Coordination

For smart energy, the company plans to enhance collaboration around four main directions: virtual power plants, zero-carbon parks, energy-carbon platforms, and electricity trading. It aims to build a closed-loop business system centered on computation and power coordination: aggregating capacity and load via virtual power plants, creating demonstration projects for integrated “source-grid-load-storage” in zero-carbon parks, breaking down data barriers between electricity, carbon, and computation through the energy-carbon platform, and empowering power trading to enable computation centers to participate in electricity markets. With deep industry experience in energy and power, autonomous full-stack technology, and operational capabilities aligned with power market rules, the company has developed differentiated competitive advantages in integrated solutions for electricity, carbon, and computation. It offers services such as carbon accounting, green electricity tracing, and carbon asset management, helping clients reduce costs, improve efficiency, and achieve green transformation.

Widespread Application of Artificial Intelligence Technologies

In AI, the company adopts a strategic focus on AI-driven development, building an intelligent platform that automates the entire process from interface definition to MCP service generation. It has launched the enterprise-level “Digital Intelligence Person” super assistant as a unified natural language interaction interface. The company has released general enterprise intelligent agents such as knowledge Q&A, form automation, and business review, as well as specialized applications like travel planning and financial scheduling, enabling interaction upgrades like “dialogue equals operation” and “commands processed instantly.” Additionally, it integrates large models, OCR, IoT, and other technologies to develop intelligent hardware, such as unattended order-taking smart ticket kiosks and integrated inquiry and data machines, which are widely used by clients including State Grid, Southern Grid, China Energy Investment Corporation, Western Mining, and Huashan Hospital.

Significant Progress in Healthcare Sector Expansion

In healthcare, the company has built a smart operation management platform for multiple campuses of Shenzhen Second People’s Hospital, with modules such as budgeting and reimbursement launched; developed a digital financial system for Huashan Hospital affiliated with Fudan University, with modules like budgeting and contracts fully operational across the hospital; and has newly expanded projects including a smart financial system for Xi’an Jiaotong University First Affiliated Hospital and a budget management system for Shanghai Fifth People’s Hospital. The company has also completed acceptance for projects at Peking University Dental Hospital and Henan Provincial People’s Hospital, continuously enhancing its industry influence.

Personnel Scale and Future Planning

Regarding personnel, Yuan Guang Software stated that the company will continue to optimize its staffing structure by seizing opportunities in enterprise digital transformation, new power system construction, key software independence, and integration of AI and large models, supporting business development needs. No significant information requiring disclosure was involved in this research.

Disclaimer: Market risks exist; investment should be cautious. This article is automatically generated by AI large models based on third-party databases and does not represent Sina Finance’s views. All information herein is for reference only and does not constitute personal investment advice. Please refer to official announcements for accuracy. For questions, contact biz@staff.sina.com.cn.

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