中电鑫龙今日涨停，全天换手率28.82%，成交额22.86亿元，振幅13.07%。龙虎榜数据显示，机构净卖 出3897.15万元，营业部席位合计净买入1.87亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达8.44%、日换手率达28.81%上榜，机构专用席位净卖 出3897.15万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交5.24亿元，其中，买入成交额为3.36亿 元，卖出成交额为1.88亿元，合计净买入1.48亿元。 融资融券数据显示，该股最新（9月23日）两融余额为3.58亿元，其中，融资余额为3.58亿元，融券余额 为0.23万元。近5日融资余额合计增加1722.47万元，增幅为5.06%，融券余额合计增加166.00元，增幅 7.85%。（数据宝） 中电鑫龙9月24日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 机构专用 | 6716.74 | 5460.38 | | 买二 | 中泰证券股份有限公司湖北分公司 | 6076.85 | 2.35 | | 买三 | 开 ...

证券代码：002298 证券简称：中电鑫龙 编号：2025-057 5、经自查，公司不存在违反公平信息披露规定的其他情形。 安徽中电鑫龙科技股份有限公司 关于公司股价异常波动的公告 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。 一、股票交易异常波动情况 安徽中电鑫龙科技股份有限公司（以下简称"公司"或"本公司"）股票交易价 格连续 3 个交易日（2025 年 9 月 22 日、9 月 23 日、9 月 24 日）收盘价格涨幅偏离 值累计超过 20%，根据《深圳证券交易所交易规则》等有关规定，属于股票交易异常 波动的情形。 二、公司关注、核实情况说明 针对公司股票异常波动，公司董事会对有关事项进行了核实，有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司目前经营情况正常，不存在内外部经营环境发生重大变化的情形； 3、公司及控股股东、实际控制人不存在关于公司的应披露而未披露的重大事项， 或处于筹划阶段的重大事项； 4、经核查，控股股东、实际控制人在公司股票交易异常波动期间不存在买卖公 司股票的行为； 董事会 二○二五年九月二十四日 三、是否存 ...

Core Viewpoint - The company has established three major business segments: "Smart Energy Use, Smart City, and Smart New Energy," and has accumulated significant product and technology achievements, which are widely applied in data center projects, such as the Suzhou Artificial Intelligence Computing Power Center project [1] Business Segments - The company has formed three main business areas: Smart Energy Use, Smart City, and Smart New Energy [1] - The company has developed products and technologies that are being utilized in various data center projects [1] Partnerships and Collaborations - The company's subsidiary, Beijing Zhongdian Xingfa, has engaged in technical and product mutual certification with numerous partners in the trusted computing ecosystem, including Huawei and HiSilicon [1] Market Focus - The company will continue to monitor developments in the data center sector and strive to seize potential market opportunities [1]

Market Performance - On September 24, the software development sector rose by 0.4%, with *ST Dongtong leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Top Gainers in Software Development Sector - *ST Dongtong (300379) closed at 2.70, up 14.89% with a trading volume of 2.19 million shares and a turnover of 582 million yuan [1] - Zhongke Tongda (688038) closed at 17.03, up 11.09% with a trading volume of 121,400 shares and a turnover of 200 million yuan [1] - Zhongdian Xinlong (002298) closed at 12.54, up 10.00% with a trading volume of 1.90 million shares and a turnover of 228.6 million yuan [1] - Suochen Technology (688507) closed at 112.92, up 9.84% with a trading volume of 61,000 shares and a turnover of 646 million yuan [1] - Lais Information (688631) closed at 97.12, up 9.20% with a trading volume of 81,300 shares and a turnover of 756 million yuan [1] Top Losers in Software Development Sector - ST Chuangyi (300366) closed at 6.03, down 4.13% with a trading volume of 1.05 million shares and a turnover of 607 million yuan [2] - Information Development (300469) closed at 84.32, down 2.89% with a trading volume of 114,500 shares and a turnover of 961 million yuan [2] - Anbotong (688168) closed at 85.39, down 2.49% with a trading volume of 28,400 shares and a turnover of 24.3 million yuan [2] Capital Flow in Software Development Sector - The software development sector saw a net inflow of 1.065 billion yuan from institutional investors, while retail investors contributed a net inflow of 870 million yuan [2][3] - Speculative funds experienced a net outflow of 1.935 billion yuan [2][3] Individual Stock Capital Flow - Keda Xunfei (002230) had a net inflow of 840 million yuan from institutional investors, while it faced a net outflow of 496 million yuan from speculative funds [3] - Zhongdian Xinlong (002298) saw a net inflow of 515 million yuan from institutional investors, with a net outflow of 268 million yuan from speculative funds [3] - Sanliu Ling (601360) had a net inflow of 414 million yuan from institutional investors, while speculative funds experienced a net outflow of 216 million yuan [3]

Group 1 - The core viewpoint of the news highlights the strong performance of Alibaba-related stocks in the A-share market, driven by Alibaba's significant investment in AI infrastructure [1] - Alibaba's CEO announced a plan to invest 380 billion in AI infrastructure, indicating a substantial increase in computing power and energy consumption in the coming years [1] - By 2032, Alibaba Cloud's global data center energy consumption is expected to increase tenfold compared to 2022, marking a significant shift towards the ASI era [1] Group 2 - Several stocks, including Hangzhou Steel, Zhongdian Xindong, and Shibei Gaoxin, reached their daily limit up, showcasing a strong market reaction [2] - Notable stock performances include NetEase Software rising by over 7%, and companies like Dongsoft Group and iFlytek increasing by over 6% [2] - The overall market sentiment is positive, as indicated by the MACD golden cross signal formation, suggesting a bullish trend for these stocks [2]

Core Viewpoint - The company, Zhongdian Xindong, is leveraging the establishment of a data center by Huawei in Wuhu to enhance its business opportunities in related fields, particularly in smart energy, smart cities, and smart new energy sectors [1] Group 1: Business Development - The company has developed three main business segments: "smart energy use, smart city, and smart new energy" [1] - It has accumulated significant product and technology achievements that are widely applied in data center products and projects, such as the Suzhou Artificial Intelligence Computing Power Center project [1] - The subsidiary, Beijing Zhongdian Xingfa, has engaged in technical and product mutual certification with Huawei, HiSilicon, and various partners in the trusted computing ecosystem [1] Group 2: Market Opportunities - The company will continue to monitor developments in the data center sector to seize potential market opportunities [1]

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].