格隆汇7月31日丨中电鑫龙(002298.SZ)在互动平台表示，公司目前暂时没有中标雅下水电站项目，但公 司一直持续关注该项目的实施进展情况，努力抓住该项目带来的巨大市场机遇。 ...

Market Overview - The Shanghai Composite Index fell by 0.33% on July 25, with 9 out of the 28 sectors rising, led by the electronics and computer sectors, which increased by 1.37% and 1.26% respectively [1] - The main funds in the two markets experienced a net outflow of 49.376 billion yuan, with 4 sectors seeing net inflows, primarily in the computer sector, which had a net inflow of 2.924 billion yuan [1] Computer Sector Performance - The computer sector rose by 1.26% with a total net inflow of 2.924 billion yuan, comprising 335 stocks, of which 251 rose and 79 fell [2] - Notable stocks with significant net inflows included: - Yanshan Technology: 511 million yuan - Tuo Wei Information: 372 million yuan - Zhongke Shuguang: 349 million yuan [2] - The sector also had 12 stocks with net outflows exceeding 100 million yuan, led by: - Huasheng Tiancai: 431 million yuan - Sifang Jingchuang: 295 million yuan - Yinzhijie: 271 million yuan [2] Fund Flow Analysis - Top inflow stocks in the computer sector included: - Yanshan Technology: +4.44% with a turnover rate of 11.24% - Tuo Wei Information: +3.75% with a turnover rate of 14.00% - Zhongke Shuguang: +1.82% with a turnover rate of 3.26% [3] - Top outflow stocks included: - Huasheng Tiancai: +0.56% with a turnover rate of 30.73% - Sifang Jingchuang: -2.86% with a turnover rate of 10.30% - Yinzhijie: -3.41% with a turnover rate of 7.27% [3]

Group 1: Stock Performance - Yiming Pharmaceutical achieved a 10.00% increase over two consecutive days, driven by developments in Tibet and medical technology [3] - Kantai Medical saw a first board listing with a 20.03% rise, attributed to medical device advancements [4] - Zhengchuan Co. also debuted on the first board with a 9.99% increase, linked to medicinal glass [3] - Yuheng Pharmaceutical and Tianmu Pharmaceutical both recorded first board listings with increases of 10.09% and 10.00% respectively, related to the pharmaceutical sector [3] Group 2: AI and Robotics - Zhi Zhen Technology and Zhongdian Xinlong both debuted on the first board with a 10.01% increase, associated with computing power and machine learning [6] - Hubei Broadcasting and Duolun Technology also saw first board listings with increases of 10.04% and 9.95%, driven by computing power and AI applications [7] - The M-Robots open-source project was announced, aiming to create a unified robot operating system [11] Group 3: Infrastructure and Energy - The announcement of a 1.2 trillion yuan investment in a super hydropower project has led to significant interest in related stocks [13][16] - Nanfang Road Machinery and Tuoshan Heavy Industry both achieved consecutive board listings with increases of 9.99% and 10.01%, linked to engineering machinery [15] Group 4: Tourism and Hospitality - The demand for various types of tourism, including educational and family trips, has surged, with national railways reporting 341 million passenger trips [18][19] - Sizhizang Tourism and Tianfu Cultural Tourism both recorded first board listings with increases of 9.99% and 10.04%, reflecting the growing tourism sector [20] Group 5: Market Trends - The stock market has shown a strong focus on sectors such as robotics, AI, and infrastructure, with multiple companies achieving significant stock price increases [22][23]

Group 1: Business Strategies - The company focuses on three main business strategies: strengthening smart energy, stabilizing smart city development, and promoting new energy business growth [2][3] - In the smart energy sector, the company provides a comprehensive range of solutions including design, manufacturing, installation, and maintenance of intelligent power distribution equipment [2][3] - The company aims to enhance its manufacturing capabilities and optimize smart energy management systems to improve overall competitiveness [3] Group 2: New Energy Solutions - The company leverages over ten years of experience in new energy storage technology to offer tailored solutions such as photovoltaic, energy storage, and microgrid systems [3] - It aims to provide integrated turnkey solutions that help users reduce electricity costs and carbon emissions, thereby enhancing profitability [3] - The company is focused on developing a monitoring and operation cloud platform for energy storage and photovoltaic systems [3] Group 3: Market Expansion and International Strategy - The company plans to implement an "outbound strategy" to enhance its international market presence and brand influence [5][6] - It aims to establish an international business department to better integrate resources and support international market development [6] - The company is committed to optimizing its new energy industry chain through acquisitions to foster new growth drivers [4] Group 4: Financial Management and Development - The company emphasizes the importance of managing accounts receivable to ensure cash flow and financial stability [3][4] - It is focused on high-quality development by leveraging government policies that support the private economy [6] - The company is actively pursuing opportunities in water conservancy projects, having already participated in significant national projects [4]

Group 1 - The company, China Electric Xindong, is focusing on the development progress of the Yajiang downstream hydropower station project [1] - The company operates in three main business areas: smart energy (intelligent power distribution equipment and components), smart renewable energy, and smart cities [1] - The company's products are applicable to hydraulic engineering projects and have been successfully used in key national hydraulic projects such as the Gezhouba Group's hydraulic project and the South-to-North Water Diversion Project [1]

Group 1: Business Development Strategies - The company focuses on three major business development strategies: strengthening smart energy, stabilizing smart city initiatives, and promoting the development of new energy services [2][3] - In the smart energy sector, the company aims to innovate marketing, enhance product diversification, and improve management efficiency through digitalization and smart technology applications [3][4] - The new energy sector leverages over ten years of experience in energy storage technology to provide comprehensive solutions including solar, storage, and microgrid services [3][11] Group 2: Five Key Initiatives - The "Five Grabs Project" emphasizes strategic product development, market branding, talent cultivation, management innovation, and capital operation [4][5] - The company aims to enhance product quality and innovation while focusing on market expansion and brand awareness to drive sales growth [5][6] - A talent development system is being established to foster a skilled workforce and promote a positive corporate culture [6][7] Group 3: Management and Innovation - The company is committed to improving governance and compliance with legal standards to enhance operational efficiency [7][8] - Cost control measures and technology innovation are prioritized to maximize profits and strengthen core competitiveness [8][9] - The company encourages employee participation in innovation initiatives to foster a culture of continuous improvement [9][10] Group 4: Financial Performance and Future Plans - The company reported a turnaround to profitability in the first half of 2025, driven by improved management and strategic adjustments [10][11] - Plans for mergers and acquisitions focus on optimizing the new energy supply chain to create new profit growth points [12][13] - An international business department is being established to enhance global market presence and brand influence [13]

Core Viewpoint - The company, China Electric Xindong (002298.SZ), is expected to achieve a significant turnaround in its financial performance for the first half of 2025, projecting a net profit of 15 million to 22 million yuan, compared to a loss of 334 million yuan in the same period last year, indicating a year-on-year increase of 104.50% to 106.60% [1][2] Group 1: Financial Performance - The projected net profit for the first half of 2025 is between 15 million and 22 million yuan, a substantial recovery from a loss of 334 million yuan in the previous year [1] - The expected net profit after deducting non-recurring gains and losses is estimated to be between 5 million and 12 million yuan, reflecting a growth of 101.47% to 103.53% compared to the same period in 2024 [1] Group 2: Business Segments - The company's main business segments include smart energy (intelligent high and low voltage distribution equipment and components), smart new energy, and smart city projects [1] - The smart energy segment has focused on customer transformation and product structure adjustment, enhancing product innovation and core competitiveness, leading to steady performance growth [1] - The smart city segment has faced challenges due to bad debt provisions for its subsidiary, Beijing Zhongdian Xingfa Technology Co., Ltd., which reported losses for the first half of 2025 [1] Group 3: Strategic Initiatives - The company has implemented a series of improvement measures for Beijing Zhongdian Xingfa, including enhancing cooperation in comprehensive reforms, optimizing personnel structure, and expanding sales channels [1][2] - The overall business performance of China Electric Xindong is expected to improve gradually, supported by national policies promoting the development of the private economy [2] - The anticipated increase in performance marks a turning point for the company, with a focus on strengthening the smart city business strategy and accelerating the development of the new energy sector [2]

[Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company expects to achieve profitability in the first half of 2025, with net profit attributable to shareholders projected between **RMB 15 million** and **RMB 22 million**, a significant increase from the prior year's loss Performance Forecast for H1 2025 | Item | Current Reporting Period (January 1 - June 30, 2025) | Prior Year Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders (RMB million)** | Profit: 15.00 - 22.00 | Loss: 333.5227 | | Year-over-Year Growth | 104.50% - 106.60% | - | | **Net Profit After Deducting Non-Recurring Gains and Losses (RMB million)** | Profit: 12.00 - 15.00 | Loss: 339.8594 | | Year-over-Year Growth | 101.47% - 103.53% | - | | **Basic Earnings Per Share (RMB/share)** | Profit: 0.0209 - 0.0307 | Loss: 0.4650 | [Communication with Accounting Firms](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firms) This performance forecast's financial data is a preliminary internal estimate and remains unaudited by certified public accountants - The financial data in this performance forecast has not been audited by certified public accountants[3](index=3&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) The company's overall performance turned profitable, driven by robust smart energy growth that offset significant bad debt provisions in the smart city business [Smart Energy and New Energy Business Performance](index=1&type=section&id=Smart%20Energy%20and%20Smart%20New%20Energy%20Business) Smart energy achieved steady growth through customer transformation, product innovation, and refined management, actively expanding into new energy - The smart energy segment achieved sustained and steady performance growth by intensifying customer transformation, optimizing product structure, fostering product innovation, and implementing refined management for efficiency gains[4](index=4&type=chunk) - The company is actively seizing new energy development opportunities and continuously accelerating the expansion of its new energy business[4](index=4&type=chunk) [Smart City Business Performance and Countermeasures](index=1&type=section&id=Smart%20City%20Business) Smart city business incurred losses from bad debt provisions due to difficult accounts receivable collection from declining customer payment capabilities - The smart city business segment experienced operating losses for the first half of 2025 due to difficult accounts receivable collection and bad debt provisions resulting from a decline in payment capabilities of certain customers[4](index=4&type=chunk)[5](index=5&type=chunk) - The company is implementing a series of improvement measures for Beijing Zhongdian Xingfa, including strengthening collections, revitalizing inefficient assets, optimizing personnel structure, and expanding sales channels to stop losses and return to profitability[5](index=5&type=chunk) [Overall Company Performance and Future Outlook](index=2&type=section&id=Overall%20Company%20Performance%20and%20Future%20Outlook) Overall H1 2025 performance turned profitable and grew significantly due to robust smart energy growth, despite smart city losses - Overall, despite the smart city segment's losses, the company's total operating performance for the first half of 2025 achieved a significant turnaround to profitability and substantial growth compared to the prior year, supported by the steady growth of the smart energy segment[5](index=5&type=chunk) - With national policy support for the private economy and the steady advancement of the company's various strategies, the company anticipates achieving sustainable high-quality development in the future[5](index=5&type=chunk) [Other Relevant Information](index=2&type=section&id=IV.%20Other%20Relevant%20Information) This performance forecast is preliminary; final data will be in the 2025 semi-annual report, cautioning investors about risks - This performance forecast represents preliminary estimates by the company's finance department; specific financial data will be subject to the company's officially disclosed 2025 semi-annual report, urging investors to exercise caution and be aware of investment risks[6](index=6&type=chunk)

Core Viewpoint - The company Zhongdian Xinlong (002298) is focusing on strengthening its three main business strategies: smart energy, smart city, and renewable energy development, while maintaining normal overall operational status [2]. Group 1: Company Performance - As of July 9, 2025, Zhongdian Xinlong's stock closed at 6.84 yuan, down 0.73%, with a turnover rate of 8.9%, trading volume of 582,000 hands, and a transaction amount of 400 million yuan [1]. - The company is expected to disclose its 2025 semi-annual report, which will provide insights into its operational performance, especially after a loss reported in the previous year's mid-year report [2]. Group 2: Regulatory and Licensing Information - The company clarified that its subsidiary, Beijing Zhongdian Xingfa, has not obtained the Hong Kong Money Service Operator license and is not involved in the multilateral central bank digital currency bridge as previously speculated [2]. Group 3: Market Activity - On July 9, 2025, retail investors showed a net inflow of 43.69 million yuan, while institutional and speculative funds experienced net outflows of 18.14 million yuan and 25.55 million yuan, respectively [2].

证券代码：002298 证券简称：中电鑫龙 编号：2025-045 截至本公告披露日，瞿洪桂先生所持有公司的股份已全部解除司法冻结。 公司董事会全体董事保证公告内容真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏。 安徽中电鑫龙科技股份有限公司（以下简称"公司"）于 2025 年 7 月 9 日接 到控股股东瞿洪桂先生的通知，其个人被冻结的部分股份于 2025 年 7 月 8 日已解 除冻结。现将具体情况公告如下： 一、本次股份解除冻结的基本情况 1、股东股份本次解除司法冻结情况 | 股东 | 是否为控 股股东或 第一大股 | 本次解除冻 结股份数量 | 占其所 持股份 | 占公司 总股本 | 是否为 限售股 | 起始日 | | 解除日 | | 司法冻结 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 东及其一 致行动人 | （股） | 比例 | 比例 | 及限售 类型 | | | | | 执行人 | | | | | | | | 2024 年 | 11 | 2025 | 年 7 | 国家监 | | ...