Core Viewpoint - China Electric Power Xinlong (002298.SZ) experienced a 4.68% increase in stock price with a turnover rate of 39.23% and a transaction volume of 2.99 billion yuan [1] Trading Activity Summary - Institutional investors bought a total of 141 million yuan while selling 61.71 million yuan, resulting in a net sell of 79.20 million yuan [1] - The top three selling entities included "Zhongshan Road" with a net sell of 53.65 million yuan, "Chengdu System" with a net sell of 46.26 million yuan, and "Fen Ge" with a net sell of 38.67 million yuan [1] Top Buying and Selling Entities - The top five buying entities included: 1. Institutional Special Account with a purchase amount of 60.61 million yuan, accounting for 2.03% of total transactions 2. Institutional Special Account with a purchase amount of 44.14 million yuan, accounting for 1.39% of total transactions 3. Institutional Special Account with a purchase amount of 38.88 million yuan, accounting for 1.30% of total transactions 4. Dongfang Caifu Securities Lhasa Tuanjie Road First Securities Office with a purchase amount of 34.70 million yuan, accounting for 1.16% of total transactions 5. Dongfang Caifu Securities Lhasa East Ring Road First Securities Office with a purchase amount of 30.61 million yuan, accounting for 1.02% of total transactions [1] - The top five selling entities included: 1. Guotai Junan Securities Shanghai Songjiang District Zhongshan Road Securities Office with a sell amount of 25.49 million yuan, accounting for 0.01% of total transactions 2. Guotai Junan Securities Chengdu North First Ring Road Securities Office with a sell amount of 23.25 million yuan, accounting for 0.01% of total transactions 3. Dongya Qianhai Securities Shenzhen Branch with a sell amount of 0.00 million yuan, accounting for 0.00% of total transactions [1]

Group 1 - The company has established three main business segments: "Smart Energy Use, Smart City, and Smart New Energy" [1] - The Smart New Energy segment includes energy storage, photovoltaic, and smart energy management platform [1] - The research and development team is currently working on preliminary research for energy storage products using solid-state batteries as the storage medium [1] Group 2 - The company currently does not have data center products equipped with liquid cooling technology [1]

Core Viewpoint - Anhui Zhongdian Xindong Technology Co., Ltd. held an online investor reception day on September 15, 2025, discussing business cooperation and strategic layout with investors [1] Group 1: Business Cooperation and Strategic Focus - The company has collaborated with Huawei and other partners in the trust ecology through its subsidiary Beijing Zhongdian Xinfang, focusing on technology and product mutual certification [1] - The company aims to strengthen its three main business strategies: enhancing smart energy use, stabilizing smart city initiatives, and promoting renewable energy development [1][2] - The company has established three business segments: smart energy use, smart cities, and renewable energy, with ongoing projects in each area [2] Group 2: Storage and Energy Solutions - The company has accumulated experience in storage-related technologies and intelligent power distribution equipment, applied in projects like the Suzhou Artificial Intelligence Computing Power Center, but lacks a layout for storage chips [2] - The company’s lithium iron phosphate energy storage products have achieved mass production, although it does not manufacture lithium iron phosphate batteries [2] Group 3: Financial Management and Market Strategy - The company emphasizes accounts receivable management to enhance cash flow and reduce risks associated with receivables [2] - To improve profitability, the company focuses on market leadership, customer-centric approaches, precise marketing, and expanding sales channels [2] - The company is actively promoting market value management through its strategic initiatives and has no current collaboration with CATL but is open to future partnerships [2]

Group 1: Business Strategy and Focus Areas - The company focuses on three main business strategies: strengthening smart energy, stabilizing smart cities, and promoting the development of new energy [2][3][4]. - Key projects include applications in data centers, urban rail transit, and partnerships with major enterprises like China General Nuclear Power Group and COFCO [3][4]. Group 2: Collaborations and Partnerships - The company collaborates with various partners, including Huawei and HiSilicon, for technology and product mutual certification [2][3]. - Currently, there are no collaborations in storage chips, but the company has a certain level of product and technology accumulation in storage-related technologies [5][7]. Group 3: Financial Management and Performance - The company emphasizes the importance of managing accounts receivable and has implemented measures to improve cash flow and reduce risks [4][5]. - Specific performance details for the third quarter will be available in related announcements, with a focus on maintaining high-quality development [6][8]. Group 4: Product Development and Innovations - The company has launched lithium iron phosphate energy storage products, although it does not manufacture lithium iron phosphate batteries [4][6]. - The company is actively developing solutions in smart energy management, including energy storage systems and photovoltaic power stations [4][8]. Group 5: Market Position and Future Outlook - The management expresses confidence in the company's future development and is committed to enhancing core competitiveness and profitability through various strategic initiatives [5][6]. - The company is focused on market-driven strategies and customer-centric approaches to expand sales channels and improve operational efficiency [6][8].

Market Overview - On September 12, the software development sector declined by 0.49%, with Anbotong leading the drop [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Top Gainers in Software Development Sector - Cais Information (688631) closed at 88.65, up 7.01% with a trading volume of 46,500 shares and a turnover of 405 million [1] - Weide Information (688171) closed at 56.75, up 6.57% with a trading volume of 26,700 shares and a turnover of 150 million [1] - ST Lifang (300344) closed at 5.55, up 6.12% with a trading volume of 352,900 shares and a turnover of 195 million [1] - Zhongdian Xinlong (002298) closed at 10.37, up 5.60% with a trading volume of 1,008,800 shares and a turnover of 1.024 billion [1] - Deepin Technology (300454) closed at 123.24, up 4.18% with a trading volume of 127,300 shares and a turnover of 1.567 billion [1] Top Decliners in Software Development Sector - Anbotong (688168) closed at 100.67, down 8.96% with a trading volume of 34,600 shares and a turnover of 35.4 million [2] - ST Guangdao (839680) closed at 10.15, down 8.89% with a trading volume of 87,800 shares and a turnover of 91.995 million [2] - Jingwei Hengrun (688326) closed at 114.45, down 3.50% with a trading volume of 14,100 shares and a turnover of 162 million [2] Capital Flow Analysis - The software development sector experienced a net outflow of 3.111 billion from institutional investors, while retail investors saw a net inflow of 2.08 billion [2][3] - Major stocks like Deepin Technology (300454) had a net inflow of 1.79 billion from institutional investors, but a net outflow of 2.23 billion from retail investors [3] - Anbotong (688168) had a net inflow of 590.45 million from institutional investors, but also saw significant outflows from retail investors [3]

本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP, 参与本次互动交流，活动时间为 2025 年 9 月 15 日（周一）15:00-17:00。届时公 司将在线就公司业绩、公司治理、发展战略和经营状况等投资者关心的问题，与投 资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告！ 安徽中电鑫龙科技股份有限公司 董事会 证券代码：002298 证券简称：中电鑫龙 编号：2025-056 安徽中电鑫龙科技股份有限公司 关于参加 2025 年安徽辖区上市公司投资者 网上集体接待日活动的公告 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。 为进一步加强与投资者的互动交流，安徽中电鑫龙科技股份有限公司（以下简 称"公司"）将参加由安徽证监局指导，安徽上市公司协会与深圳市全景网络有限 公司联合举办的"2025 年安徽辖区上市公司投资者网上集体接待日"活动，现将 相关事项公告如下： 二〇二五年九月十二日 ...

Group 1 - The company has established three main business segments: "Smart Energy Use, Smart City, and Smart New Energy" [1] - The Smart New Energy segment includes energy storage, photovoltaic, and smart energy management platform, with energy storage products utilizing lithium iron phosphate batteries [1] - The research and development team is currently conducting preliminary research on energy storage products using solid-state batteries as the storage medium [1]

Core Viewpoint - The company Zhongdian Xilong (002298.SZ) has stated that it is currently not engaged in any collaboration with Alibaba in the field of AI chips [1] Company Summary - Zhongdian Xilong has clarified its position regarding partnerships in AI chip development, specifically denying any ongoing cooperation with Alibaba [1]

Group 1 - The core point of the article is that Zhongdian Xindong has confirmed that it is currently not collaborating with Alibaba on AI chip development [1] Group 2 - Zhongdian Xindong made this statement on September 5 during an interaction on a platform [1]

Group 1 - The company, Zhongdian Xinlong, stated on September 3 that it is not a member of the "AI SSD Innovation Alliance" initiated by Huawei and currently has no cooperation with Huawei in storage products [2]