我國(guo)的(de)GDP增(zeng)(zeng)速(su)(su)(su)為6.3%，全(quan)社會(hui)用電量同比(bi)增(zeng)(zeng)長(chang)5.0%，國(guo)內經濟(ji)仍(reng)存在(zai)下(xia)行壓力， 但(dan)制造業與基(ji)建(jian)投(tou)(tou)資(zi)(zi)有所(suo)反彈，工業產能利用率有所(suo)回升，投(tou)(tou)資(zi)(zi)增(zeng)(zeng)速(su)(su)(su)總體平穩。2019年(nian)上半年(nian)，全(quan)國(guo)電源類(lei)工程投(tou)(tou)資(zi)(zi)完成1002億元，同比(bi)增(zeng)(zeng)長(chang)3.3%，水電增(zeng)(zeng)長(chang)36.4%，風電增(zeng)(zeng)長(chang)54.8%，火電下(xia)降26%，核電下(xia)降30.2%，能源結構持續“清潔化”；電網類(lei)工程投(tou)(tou)資(zi)(zi)完成1644億元，同比(bi)下(xia)降19.3%，預計2019年(nian)下(xia)半年(nian)電網建(jian)設投(tou)(tou)資(zi)(zi)可能會(hui)加速(su)(su)(su)釋放，全(quan)年(nian)仍(reng)將實現(xian)年(nian)度計劃的(de)投(tou)(tou)資(zi)(zi)總規(gui)模。

2019年，國家(jia)電(dian)網(wang)(wang)提出(chu)了建設“三型兩網(wang)(wang)”的(de)戰略(lve)目標和“泛在電(dian)力物聯網(wang)(wang)” 建設規劃，并作為關鍵環(huan)節和重要內容(rong)進行(xing)推進，同(tong)時南(nan)方電(dian)網(wang)(wang)提出(chu)“數字化南(nan)網(wang)(wang)” 轉型建設方案，建設業務云、數字電(dian)網(wang)(wang)、物聯網(wang)(wang)平臺。

四方(fang)股份2019年(nian)上半年(nian)，實現營業收入(ru)13.85億元(yuan)，同比增長5.64%；凈利潤(run)3929.21萬元(yuan)，同比增長16.50%；扣非后凈利潤(run)3091.19萬元(yuan)，同比增長19.05%。

報告期內，公司董事會和經營(ying)團隊積應對外(wai)部(bu)環境變化，加(jia)強市場銷售(shou)及產品開發管理，在內部(bu)運營(ying)、客(ke)戶服務、文化建(jian)設多方面(mian)推動改進與(yu)提升，實現營(ying)業(ye)收入13.85億元(yuan)(yuan)，同(tong)比增(zeng)長(chang)5.64%；實現營(ying)業(ye)利潤0.48億元(yuan)(yuan)，同(tong)比增(zeng)長(chang)42.55%；實現歸(gui)屬于(yu)上市公司股東凈(jing)利潤0.39億元(yuan)(yuan)，同(tong)比增(zeng)長(chang)16.50%，經營(ying)活(huo)動產生的(de)現金流量(liang)凈(jing)額為1.41億元(yuan)(yuan)，較(jiao)上年(nian)同(tong)期大幅增(zeng)長(chang)。

公(gong)(gong)司(si)(si)積參(can)加國家電(dian)網(wang)(wang)組(zu)織的(de)泛在配電(dian)物聯網(wang)(wang)頂層設計研討并(bing)參(can)與相關建(jian)設項(xiang)(xiang)(xiang)目(mu)，智(zhi)能(neng)配變終端產(chan)品已中標多個項(xiang)(xiang)(xiang)目(mu)； 智(zhi)能(neng)運(yun)行管控大數據系統等產(chan)品已在示范項(xiang)(xiang)(xiang)目(mu)中應用并(bing)獲得好評。公(gong)(gong)司(si)(si)與電(dian)網(wang)(wang)客戶(hu)合作的(de)前(qian)沿技術項(xiang)(xiang)(xiang)目(mu)，如一(yi)鍵順控、智(zhi)能(neng)運(yun)檢(jian)、設備(bei)狀態感知等數十個網(wang)(wang)省(sheng)級科技項(xiang)(xiang)(xiang)目(mu)均順利開展。

輸變電(dian)(dian)(dian)(dian)(dian)(dian)領(ling)(ling)域(yu)， 新簽合(he)(he)同(tong)(tong)額(e)(e)同(tong)(tong)比(bi)增長 23%，市場(chang)(chang)(chang)(chang)份(fen)額(e)(e)穩(wen)中有升，持(chi)續(xu)(xu)位居行(xing)(xing)業前(qian)列。公(gong)(gong)司(si)(si)(si)持(chi)續(xu)(xu)跟蹤新技(ji)術(shu)發(fa)展動態(tai)，保持(chi)技(ji)術(shu)，中標國家(jia)電(dian)(dian)(dian)(dian)(dian)(dian)網(wang)首批智慧變電(dian)(dian)(dian)(dian)(dian)(dian)站(zhan)項(xiang)目(mu)，與(yu)浙江電(dian)(dian)(dian)(dian)(dian)(dian)網(wang)公(gong)(gong)司(si)(si)(si)合(he)(he)作(zuo)開發(fa)的(de)繼電(dian)(dian)(dian)(dian)(dian)(dian)保護大(da)數據(ju)系統(tong)作(zuo)為泛(fan)在物聯(lian)網(wang)前(qian)期(qi)示(shi)范(fan)項(xiang)目(mu)成果(guo)得(de)到(dao)推廣(guang)(guang)， 公(gong)(gong)司(si)(si)(si)提供全套控(kong)制(zhi)保護的(de)渝鄂直流工(gong)程順(shun)利(li)投入運行(xing)(xing)。 配(pei)用(yong)(yong)電(dian)(dian)(dian)(dian)(dian)(dian)領(ling)(ling)域(yu)， 受市場(chang)(chang)(chang)(chang)節奏放緩影響， 報告期(qi)內收(shou)入同(tong)(tong)比(bi)下滑(hua)， 公(gong)(gong)司(si)(si)(si)采取綜合(he)(he)措施，深化(hua)用(yong)(yong)戶合(he)(he)作(zuo)交流、推進配(pei)網(wang)一二次融合(he)(he)應(ying)用(yong)(yong)， 持(chi)續(xu)(xu)中標多(duo)個項(xiang)目(mu)。 參與(yu)的(de)國家(jia)重點(dian)研(yan)發(fa)計(ji)劃(hua)—配(pei)電(dian)(dian)(dian)(dian)(dian)(dian)網(wang)廣(guang)(guang)域(yu)測(ce)量(liang)控(kong)制(zhi)系統(tong)， 已完成主要開發(fa)并(bing)在廣(guang)(guang)州示(shi)范(fan)工(gong)程現(xian)場(chang)(chang)(chang)(chang)部(bu)署。 隨著市場(chang)(chang)(chang)(chang)的(de)逐(zhu)步釋放， 將(jiang)會(hui)給公(gong)(gong)司(si)(si)(si)帶來更多(duo)機會(hui)。 發(fa)電(dian)(dian)(dian)(dian)(dian)(dian)與(yu)企(qi)業電(dian)(dian)(dian)(dian)(dian)(dian)力領(ling)(ling)域(yu)， 面(mian)對光(guang)伏市場(chang)(chang)(chang)(chang)政策性(xing)萎縮、火電(dian)(dian)(dian)(dian)(dian)(dian)新建市場(chang)(chang)(chang)(chang)收(shou)窄等情(qing)況，公(gong)(gong)司(si)(si)(si)通(tong)過(guo)(guo)加(jia)強火電(dian)(dian)(dian)(dian)(dian)(dian)改(gai)造市場(chang)(chang)(chang)(chang)工(gong)作(zuo)、深耕風電(dian)(dian)(dian)(dian)(dian)(dian)市場(chang)(chang)(chang)(chang)、發(fa)揮在水電(dian)(dian)(dian)(dian)(dian)(dian)站(zhan)過(guo)(guo)程控(kong)制(zhi)和電(dian)(dian)(dian)(dian)(dian)(dian)氣(qi)控(kong)制(zhi)的(de)跨融合(he)(he)優勢(shi)(shi)等措施，保持(chi)了(le)業務規模(mo)穩(wen)定。中標三峽集團白鶴灘(tan) 16*1000MW 水電(dian)(dian)(dian)(dian)(dian)(dian)站(zhan)項(xiang)目(mu)， 該電(dian)(dian)(dian)(dian)(dian)(dian)站(zhan)為世(shi)界單機容量(liang)、總裝機第二大(da)水電(dian)(dian)(dian)(dian)(dian)(dian)站(zhan)。 公(gong)(gong)司(si)(si)(si)與(yu)石油石化(hua)、鋼鐵冶金等多(duo)行(xing)(xing)業大(da)型(xing)用(yong)(yong)電(dian)(dian)(dian)(dian)(dian)(dian)企(qi)業開展緊(jin)密合(he)(he)作(zuo)，市場(chang)(chang)(chang)(chang)拓(tuo)展初見成效(xiao)。 電(dian)(dian)(dian)(dian)(dian)(dian)力電(dian)(dian)(dian)(dian)(dian)(dian)子應(ying)用(yong)(yong)領(ling)(ling)域(yu)， 公(gong)(gong)司(si)(si)(si)持(chi)續(xu)(xu)整合(he)(he)、優化(hua)電(dian)(dian)(dian)(dian)(dian)(dian)力電(dian)(dian)(dian)(dian)(dian)(dian)子業務，聚焦優勢(shi)(shi)領(ling)(ling)域(yu)，新簽合(he)(he)同(tong)(tong)額(e)(e)同(tong)(tong)比(bi)提升 22%，重點(dian)產品應(ying)用(yong)(yong)領(ling)(ling)域(yu)得(de)到(dao)進一步擴展，電(dian)(dian)(dian)(dian)(dian)(dian)能質量(liang)治理產品，實現(xian)了(le)鐵路項(xiang)目(mu)的(de)應(ying)用(yong)(yong)突破。次同(tong)(tong)步產品保持(chi)技(ji)術(shu)優勢(shi)(shi)，中標國家(jia)能源集團哈密電(dian)(dian)(dian)(dian)(dian)(dian)廠 GTSDC 次同(tong)(tong)步振(zhen)蕩抑制(zhi)項(xiang)目(mu)。

本期(qi)(qi)輸(shu)變電(dian)保護(hu)和自動(dong)化系(xi)統(tong)(tong)產(chan)品收(shou)(shou)(shou)入(ru)(ru)同(tong)(tong)比(bi)增(zeng)(zeng)(zeng)(zeng)加，主(zhu)要(yao)原(yuan)因(yin)(yin)(yin)為業務增(zeng)(zeng)(zeng)(zeng)長，交貨(huo)合(he)同(tong)(tong)增(zeng)(zeng)(zeng)(zeng)加；發電(dian)與企業電(dian)力系(xi)統(tong)(tong)產(chan)品收(shou)(shou)(shou)入(ru)(ru)同(tong)(tong)比(bi)增(zeng)(zeng)(zeng)(zeng)加，主(zhu)要(yao)原(yuan)因(yin)(yin)(yin)為交貨(huo)合(he)同(tong)(tong)額增(zeng)(zeng)(zeng)(zeng)加；配用電(dian)系(xi)統(tong)(tong)產(chan)品收(shou)(shou)(shou)入(ru)(ru)同(tong)(tong)比(bi)下降，主(zhu)要(yao)原(yuan)因(yin)(yin)(yin)為市場節奏相(xiang)比(bi)同(tong)(tong)期(qi)(qi)放緩，導致訂(ding)單(dan)及(ji)交貨(huo)延遲；電(dian)力電(dian)子應(ying)用系(xi)統(tong)(tong)產(chan)品收(shou)(shou)(shou)入(ru)(ru)同(tong)(tong)比(bi)下降，主(zhu)要(yao)原(yuan)因(yin)(yin)(yin)為存量(liang)及(ji)新簽合(he)同(tong)(tong)要(yao)求(qiu)的交付(fu)期(qi)(qi)集中(zhong)在下半年度，本期(qi)(qi)交貨(huo)合(he)同(tong)(tong)額較少；其他主(zhu)營業務產(chan)品收(shou)(shou)(shou)入(ru)(ru)同(tong)(tong)比(bi)增(zeng)(zeng)(zeng)(zeng)加，主(zhu)要(yao)原(yuan)因(yin)(yin)(yin)為本期(qi)(qi)相(xiang)應(ying)合(he)同(tong)(tong)完工數量(liang)比(bi)同(tong)(tong)期(qi)(qi)增(zeng)(zeng)(zeng)(zeng)加。

新(xin)(xin)產品新(xin)(xin)技術研(yan)發(fa)：公(gong)司(si)堅持(chi)技術研(yan)發(fa)創新(xin)(xin)，持(chi)續加(jia)(jia)強(qiang)研(yan)發(fa)管理(li)(li)體(ti)系建設(she)，同(tong)時在智能(neng)變(bian)電(dian)站(zhan)、智慧發(fa)電(dian)、二次設(she)備(bei)運管、一二次融合、電(dian)能(neng)質量治(zhi)理(li)(li)等(deng)領域進(jin)行研(yan)發(fa)投入并取得(de)創新(xin)(xin)成(cheng)果(guo)。報(bao)告(gao)期(qi)內， 中國(guo)電(dian)機工(gong)程(cheng)學(xue)會組織的(de)“四方股份 2019 科技成(cheng)果(guo)鑒(jian)定(ding)會” 獲得(de)了(le)圓(yuan)滿(man)成(cheng)功，包括多(duo)位兩(liang)院(yuan)院(yuan)士在內的(de) 100 多(duo)位專家應邀參加(jia)(jia)了(le)會議， 共完成(cheng)了(le)12 項科技成(cheng)果(guo)的(de)鑒(jian)定(ding)，其中9 項成(cheng)果(guo)整體(ti)，3 項成(cheng)果(guo)整體(ti)、關(guan)鍵技術。2019 上半年，公(gong)司(si)參與(yu)制訂和修訂標(biao)準(zhun)發(fa)布10 項，其中 1 項標(biao)準(zhun)，4 項國(guo)家標(biao)準(zhun)， 3 項行業標(biao)準(zhun)， 2 項團體(ti)標(biao)準(zhun)。