On September 2, 2026, Ygsoft Inc. (002063.SZ) released its investor relations activity record following its 2026 interim results conference held the previous day. The session drew participation from over eighty institutional investors, including Oriental Securities, CICC, CSC Financial, Penghua Fund, HSBC Jintrust Fund, Bank of China Investment Management, and Western Lead Fund, with discussions centered on key market concerns such as the company's H1 operating performance, DRP construction positioning, AI-native initiatives, and smart energy business plans.

According to the financial data, the company posted total operating revenue of RMB 1.061 billion in the first half of the year, along with net profit attributable to shareholders of RMB 75.6643 million, both reflecting steady growth. Segment-wise, the digital enterprise business contributed RMB 917 million in revenue, accounting for 86.47% of total revenue and remaining the cornerstone of the company's earnings. The smart energy segment generated RMB 133 million in revenue, marking an 11.61% year-on-year increase, with gross margin recovering by 8.89 percentage points compared to the same period last year, primarily driven by a higher share of software-related income. Cash flow from operating activities improved by 18.64% year-on-year, supported by the company's ongoing emphasis on refined receivables management and full-cycle payment monitoring.

During the Q&A segment, management elaborated on the latest developments in DRP construction, AI business, and smart energy. They explained that DRP is a central initiative by the State-owned Assets Supervision and Administration Commission (SASAC) to drive financial digital transformation in central state-owned enterprises, requiring these firms to establish a fully digitized enterprise-wide resource management platform by the end of the 15th Five-Year Plan period. This entails integrating functional systems such as finance, investment, legal, contracts, and HR with operational systems like procurement, bidding, production, sales, and engineering, all unified across infrastructure, workflows, and data. The company's flagship product, Yuanguang DAP, is already aligned with DRP requirements and can respond rapidly without restructuring, leveraging years of industry expertise and benchmark project experience serving central SOEs. Management underscored DRP construction as a strategic opportunity to capture new market share, precisely aligning with SASAC's regulatory mandates for financial digitalization and penetrative supervision, thereby accelerating the expansion of the digital enterprise business's market potential.

On the AI front, management noted a marked increase in client budget allocations toward AI, viewing this as a dual opportunity for cost reduction and efficiency gains alongside product enhancement. The Jiutian Lingjing AI-native platform, built around an "All in Agent" objective, is developing three core capabilities: enterprise-grade intelligent agents, ontology modeling, and AI-native R&D, transitioning enterprise management from "AI assistance" to "AI-native" operations. During the reporting period, the company deployed 31 intelligent agent application projects across group clients such as State Grid, China Southern Power Grid, SPIC, and Huadian, covering domains like treasury, risk control, and business travel. Additionally, the Smart Computing Box has been deeply integrated with the personal version of Jiutian Lingjing and is undergoing deployment and pilot testing at multiple units, including State Grid Shaanxi and State Grid Hebei, signaling a shift from technical validation to large-scale business implementation.

Regarding smart energy, management highlighted that 2026, being the inaugural year of the 15th Five-Year Plan, has seen a wave of energy and carbon policy releases, driving a clear uptick in external demand. The company is focusing on areas such as power market operations, virtual power plants, and zero-carbon park energy-carbon management, progressively evolving its business model from traditional project delivery to platform-based operations. During the period, the next-generation dispatch auto-diagramming application completed standardized deployment across more than 30 key cities nationwide, while the proprietary fuel intelligent testing system secured orders from power plants under Yue Electric and coal chemical projects in Inner Mongolia. In summary, Ygsoft Inc. is leveraging its "Jiutian Lingjing" AI-native platform as the core intelligent foundation, fully capitalizing on the rigid policy demand for DRP construction and penetrative supervision from SASAC, while also benefiting from the surge in energy and carbon policies. These factors merit close attention from the market regarding the company's future performance.