Financial Performance - The net profit attributable to shareholders is expected to be between 100 million and 150 million yuan, representing a year-on-year increase of 139.96%[2] - The net profit after deducting non-recurring gains and losses is projected to be between 80 million and 120 million yuan, reflecting a year-on-year growth of 128.78%[2] - Non-recurring gains and losses attributable to shareholders are approximately 25 million yuan, compared to 27.69 million yuan in the same period last year[6] Cash Flow - The company's cash flow remains stable, with operating net cash flow approximately 400 million yuan[6] Electricity Trading - The electricity trading volume exceeded 6 billion kilowatt-hours, with a year-on-year increase of over 300%[5] - The company has achieved a fourfold increase in the contracted scale of electricity trading for 2026 compared to the previous year[5] Technology and R&D - The AI technology and product R&D investment has been significantly increased, contributing to the establishment of competitive barriers in the industry[4] - The company is focusing on the dual development strategy of energy digitization and energy internet, leading to positive market and business progress[4] Business Growth - The energy internet business has shown significant improvement, with the new charging platform experiencing high-quality and rapid business growth[5] Impairment Losses - Non-core business impairment losses were confirmed at approximately 120 million yuan due to further provisions for receivables[4]

Market Overview - The Shanghai Composite Index fell by 0.01% on January 20, with 20 industries experiencing gains, led by the oil and petrochemical sector with a rise of 1.74% and construction materials at 1.71% [1] - The telecommunications and defense industries saw the largest declines, with drops of 3.23% and 2.87% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 95.72 billion yuan, with 11 industries seeing net inflows [1] - The banking sector led the net inflow with 1.47 billion yuan and a daily increase of 0.80%, followed by the real estate sector with a 1.55% increase and a net inflow of 627 million yuan [1] Computer Industry Performance - The computer industry experienced a decline of 1.94%, with a total net outflow of 10.78 billion yuan [2] - Out of 336 stocks in the computer sector, 48 rose, including one hitting the daily limit, while 281 fell, with two hitting the lower limit [2] - Notable net inflows were seen in stocks like Weining Health with 212 million yuan, followed by Langxin Technology and Zhuoyi Information with 101 million yuan and 92.8 million yuan respectively [2] Top Gainers in Computer Industry - The top gainers in the computer sector included: - Weining Health: -0.26% with a turnover rate of 10.85% and a main capital flow of 21.24 million yuan - Langxin Technology: +0.73% with a turnover rate of 6.08% and a main capital flow of 10.15 million yuan - Zhuoyi Information: +0.72% with a turnover rate of 6.36% and a main capital flow of 9.28 million yuan [2] Top Losers in Computer Industry - The top losers in the computer sector included: - Yanshan Technology: -0.83% with a turnover rate of 18.11% and a main capital outflow of 732.57 million yuan - Unisplendour: -3.85% with a turnover rate of 4.10% and a main capital outflow of 585.50 million yuan - Keda Xunfei: -3.96% with a turnover rate of 5.50% and a main capital outflow of 570.39 million yuan [4]

Market Overview - The IT services sector experienced a decline of 1.27% on January 19, with Yanshan Technology leading the drop [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Top Performers in IT Services - Langxin Technology (300682) saw a closing price of 19.26, with a significant increase of 7.36% and a trading volume of 816,700 shares, amounting to 1.563 billion yuan [1] - Huina Technology (300609) closed at 45.56, up 6.00%, with a trading volume of 174,700 shares, totaling 805 million yuan [1] - Jiechuang Intelligent (301248) closed at 49.49, up 5.91%, with a trading volume of 156,700 shares, amounting to 764 million yuan [1] Underperformers in IT Services - Ruosheng Technology (002195) experienced a significant drop of 9.93%, closing at 9.62, with a trading volume of 16.73 million shares, totaling 1.6345 billion yuan [2] - ST Saiwei (300044) closed at 5.40, down 8.16%, with a trading volume of 883,400 shares, amounting to 497 million yuan [2] - Huasheng Tiancai (600410) saw a decline of 7.55%, closing at 20.33, with a trading volume of 2.6993 million shares, totaling 5.515 billion yuan [2] Capital Flow in IT Services - The IT services sector experienced a net outflow of 4.973 billion yuan from institutional investors, while retail investors saw a net inflow of 3.896 billion yuan [2] - The sector also recorded a net inflow of 1.077 billion yuan from speculative funds [2] Individual Stock Capital Flow - Zimi Co. (000938) had a net inflow of 428 million yuan from institutional investors, but a net outflow of 1.91 billion yuan from speculative funds [3] - Langxin Technology (300682) reported a net inflow of 111 million yuan from institutional investors, with outflows from both speculative and retail investors [3] - Nanjing Digital (301638) saw a net inflow of 53.01 million yuan from institutional investors, while experiencing outflows from speculative and retail investors [3]

Core Viewpoint - The A-share market for smart grid stocks has shown significant strength, with multiple companies experiencing substantial gains following the announcement of a major investment plan by the State Grid Corporation of China [1] Group 1: Market Performance - Smart grid stocks collectively surged, with notable gains including: - Shuangjie Electric up over 17% - Electric Power Research Institute up over 15% - Hongxiang Co., Huasu Technology up over 10% - Several other companies including Hanlan Co., Dalian Electric Porcelain, and others hitting the daily limit up [1] - The overall market sentiment is positive, driven by strong investment forecasts and demand in the sector [1] Group 2: Investment Outlook - The State Grid Corporation has projected a fixed asset investment of 4 trillion yuan during the 14th Five-Year Plan, a 40% increase compared to the previous plan, with an average annual investment of 800 billion yuan, indicating a compound annual growth rate (CAGR) approaching double digits [1] - Investment will focus on the construction of a new power system, aiming to enhance cross-regional and cross-provincial transmission capacity by over 30% compared to the end of the previous plan [1] Group 3: Export Growth - The North American market is experiencing a surge in demand for power equipment driven by aging infrastructure and increased electricity needs from AI data centers, leading to a significant rise in delivery times for transformers and high-voltage cables [1] - From January to November 2025, China's exports of transformers, high-voltage switches, and wires and cables are expected to grow by 35.3%, 29.4%, and 22.9% year-on-year, respectively, indicating a strong international market presence [1]

Core Viewpoint - Longxin Group focuses on a dual development strategy of "energy intelligence and energy internet," aiming to become a leading AI-driven energy technology enterprise [1] Group 1: Energy Intelligence - The company provides core business software solutions and intelligent services to major clients such as State Grid, Southern Power Grid, and Electric Power Energy Group [1] - Longxin Group emphasizes the importance of energy intelligence in its operations, aligning with national energy strategies [1] Group 2: Energy Internet - The company builds energy service scenarios such as life payment, charging aggregation, and virtual power plants, offering asset operation and electricity trading services [1] - Longxin Group constructs an energy internet platform that connects a vast number of electricity load users with a multitude of electricity supply assets [1] Group 3: Strategic Shift - The company has shifted from a diversified cross-industry development model to a focused approach in the energy technology sector [1] - To better reflect its business essence, the company has changed its stock name from "Longxin Group" to "Longxin Technology" [1]

证券代码：300682 证券简称：朗新集团 公告编号：2026-002 朗新科技集团股份有限公司 关于修订《公司章程》并变更法定代表人的公告 朗新科技集团股份有限公司 本公司及董事会全体成员保证信息披露内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 朗新科技集团股份有限公司（以下简称"公司"）已于 2026 年 1 月 16 日 召开第五届董事会第二次会议，会议审议通过了《关于修订<公司章程>并变更 法定代表人的议案》。 | 期届满时为止。董事任期届满未及时改选，在 | 董事任期从就任之日起计算，至本届董事会任 | | --- | --- | | 改选出的董事就任前，原董事仍应当依照法 | 期届满时为止。董事任期届满未及时改选，在 | | 律、行政法规、部门规章和本章程的规定，履 | 改选出的董事就任前，原董事仍应当依照法 | | 行董事职务。 | 律、行政法规、部门规章和本章程的规定，履 | | 董事可以由总经理或者其他高级管理人员兼 | 行董事职务。 | | 任，但兼任总经理或其他高级管理人员职务的 | 董事可以由总经理或者其他高级管理人员兼 | | 董事，总计不得超过公司董事总数的1/2。 ...

朗新科技集团股份有限公司 1 变更事项 变更前 变更情况 变更后 证券简称 朗新集团 变更 朗新科技 中文名称 朗新科技集团股份有限公司 不变 - 外文名称 Longshine Technology Group Co., Ltd 不变 - 外文缩写 LONGSHINE 不变 - 一、证券简称的变更说明 证券代码：300682 证券简称：朗新集团 公告编号：2026-003 朗新科技集团股份有限公司 关于变更证券简称的公告 本公司及董事会全体成员保证信息披露内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 重要内容提示： 朗新科技集团股份有限公司（以下简称"公司"）于 2026 年 1 月 16 日召 开第五届董事会第二次会议，审议通过《关于变更证券简称的议案》。现将具体 内容公告如下： 二、变更证券简称的原因 朗新科技集团聚焦"能源数智化、能源互联网"双轮发展战略，致力于成为 一家 AI 驱动的领先能源科技企业。一方面，在能源数智化领域，公司为国家电 网、南方电网、电力能源集团等客户提供核心业务软件解决方案和数智化服务； 另一方面，在能源互联网领域，公司通过搭建生活缴费、聚合充电、虚拟电厂等 能源 ...

朗新科技集团股份有限公司 关于召开 2026 年第一次临时股东会的通知 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 根据《中华人民共和国公司法》和《朗新科技集团股份有限公司章程》（以 下简称《公司章程》）有关规定，经朗新科技集团股份有限公司（以下简称"公 司"）第五届董事会第二次会议审议通过，决定于 2026 年 2 月 2 日（星期一） 召开公司 2026 年第一次临时股东会（以下简称"会议"）。现将会议有关事项 通知如下： 一、召开会议的基本情况 1、股东会届次：2026 年第一次临时股东会 2、股东会的召集人：董事会 证券代码：300682 证券简称：朗新集团 公告编号：2026-004 朗新科技集团股份有限公司 3、会议召开的合法、合规性：本次会议的召集、召开符合《中华人民共和 国公司法》、《深圳证券交易所创业板股票上市规则》、《深圳证券交易所上市 公司自律监管指引第 2 号——创业板上市公司规范运作》等法律、行政法规、部 门规章、规范性文件及《公司章程》的规定。 4、会议时间： （1）现场会议时间：2026 年 2 月 2 日 15:00。 （2） ...

朗新科技集团股份有限公司 证券代码：300682 证券简称：朗新集团 公告编号：2026-001 朗新科技集团股份有限公司 第五届董事会第二次会议决议公告 本公司及董事会全体成员保证信息披露内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 二、审议通过《关于变更证券简称的议案》 朗新科技集团聚焦"能源数智化、能源互联网"双轮发展战略，致力于成为 1 朗新科技集团股份有限公司（以下简称"公司"）第五届董事会第二次会议 已于 2026 年 1 月 16 日在无锡市新吴区净慧东道 118 号朗新科技产业园以现场 结合通讯方式召开，会议通知于 2026 年 1 月 4 日以邮件方式发出。会议应出席 董事 8 名，实际出席董事 8 名。本次会议的召开符合《中华人民共和国公司法》 （以下简称《公司法》）、《中华人民共和国证券法》以及《朗新科技集团股份有 限公司章程》（以下简称《公司章程》）的规定。本次董事会决议合法有效。 会议根据《公司法》与《公司章程》的规定，全体董事审议通过如下决议： 一、审议通过《关于修订<公司章程>并变更法定代表人的议案》 根据《公司法》、《上市公司章程指引（2025年修订）》等现行监 ...

证券日报网讯1月16日，朗新集团（300682）在互动平台回答投资者提问时表示，新电途作为第三方聚 合充电服务平台，以接入合作充电运营商充电桩为主，截至三季度末，公司新电途聚合充电平台注册用 户数突破2500万，接入充电设备数量超过220万，累计充电量近50亿度。新电途目前经营状况良好，充 电量保持快速增长，业绩持续改善，不存在运营困难等情形。 ...