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调研速递|安徽中电鑫龙科技接受众多投资者调研 透露业务合作与布局要点
Xin Lang Cai Jing· 2025-09-16 11:46
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]
中电鑫龙(002298) - 2025年安徽上市公司投资者集体接待日活动记录表
2025-09-16 11:01
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].
软件开发板块9月12日跌0.49%,安博通领跌,主力资金净流出31.11亿元
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]
中电鑫龙(002298) - 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
2025-09-12 08:15
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 ...
中电鑫龙(002298.SZ):研发团队正在开展运用固态电池作为储能介质的储能产品的预研工作
Ge Long Hui· 2025-09-09 07:16
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]
中电鑫龙(002298.SZ):目前与阿里巴巴在ai芯片方面未开展合作
Ge Long Hui· 2025-09-05 07:06
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]
中电鑫龙:目前与阿里巴巴在AI芯片方面未开展合作
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]
中电鑫龙:公司不是华为“AI SSD创新联盟”首批成员单位
Zheng Quan Ri Bao· 2025-09-03 10:15
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]
中电鑫龙现2笔大宗交易 总成交金额6494.00万元
两融数据显示,该股最新融资余额为3.37亿元,近5日减少1134.01万元,降幅为3.26%。(数据宝) 9月3日中电鑫龙大宗交易一览 中电鑫龙9月3日大宗交易平台共发生2笔成交,合计成交量680.00万股,成交金额6494.00万元。成交价 格均为9.55元,相对今日收盘价折价2.35%。 进一步统计,近3个月内该股累计发生5笔大宗交易,合计成交金额为2.25亿元。 证券时报·数据宝统计显示,中电鑫龙今日收盘价为9.78元,下跌4.86%,日换手率为14.10%,成交额为 9.33亿元,全天主力资金净流出1.12亿元,近5日该股累计下跌18.84%,近5日资金合计净流出5.89亿 元。 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | (万 | (万元) | 格 | 折溢价(%) | 买方营业部 | 卖方营业部 | | 股) | | (元) | | | | | 496.00 | 4736.80 | 9.55 | -2.35 | 万联证券股份有限公司上海浦东 | 华安证券股份有限 | | | | | | 新区世纪 ...
中电鑫龙发生2笔大宗交易 合计成交7522.50万元
Group 1 - Zhongdian Xindong conducted two block trades on September 2, with a total trading volume of 7.5 million shares and a total transaction amount of 75.225 million yuan [2] - The trading price was 10.03 yuan, representing a discount of 2.43% compared to the closing price of the day [2] - Over the past three months, the stock has recorded three block trades with a cumulative transaction amount of 160 million yuan [2] Group 2 - On September 2, Zhongdian Xindong's closing price was 10.28 yuan, down 5.69%, with a daily turnover rate of 16.98% and a total transaction amount of 1.17 billion yuan [2] - The stock experienced a net outflow of 139 million yuan in main funds throughout the day, and it has declined by 13.90% over the past five days, with a total net outflow of 813 million yuan [2] - The latest margin financing balance for the stock is 347 million yuan, which has increased by 8.31 million yuan over the past five days, reflecting a growth rate of 2.45% [2]