Group 1 - Ant Group concept shows signs of recovery, with Longxin Group (300682) rising over 10% [1] - Jinqiao Information (603918) previously hit the daily limit, while Jida Zhengyuan (003029), Hope Shares (301024), Yuxin Technology (300674), and Tax Friend Shares (603171) also experienced gains [1] - There is a notable influx of dark pool funds into these stocks [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：2025-038 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。 一、股票交易异常波动情况 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，以 下简称"公司"或"朗新集团"）于 2025 年 6 月 12 日、6 月 13 日、6 月 16 日 连续三个交易日收盘价格涨幅偏离值累计超过 30%，根据深圳证券交易所的相 关规定，属于股票交易异常波动的情况。 二、公司关注并核实情况 针对公司股票交易异常波动情况，公司董事会通过电话、现场等问询方式， 对控股股东、实际控制人、全体董事、监事及高级管理人员就相关问题进行核实， 现将相关情况说明如下： 1、公司未发现前期披露的信息存在需要更正、补充之处； 2、公司目前经营正常，近期经营情况及内外部经营环境未发生重大变化。 3、公司未发现近期公共传媒报道可能对公司股票交易价格产生较大影响的 未公开重大信息。 4、公司、控股股东以及实际控制人不存在关于公司应披露而未披露的重大 事项，或处于筹划阶段的重 ...

Summary of Key Points from Conference Call Industry Overview - The conference call primarily discusses the AI industry, public cloud services, and the renewable energy sector, with a focus on companies like Huoshan Engine, Guoneng Rixin, and Zhongji Xuchuang [2][9][13]. Core Insights and Arguments AI Industry - Huoshan Engine leads the domestic public cloud large model invocation market with a 46.4% market share [2][3]. - Daily invocation of Huoshan Engine's Daobao model increased from 4 trillion tokens in December 2024 to over 16.4 trillion tokens by May 2025, indicating rapid growth [3]. - AI tool token consumption has surged, with programming tools increasing by 8.4 times and general tools by 10 times [2][3]. - Visual understanding models in K12 education have seen a 12-fold increase in token consumption [2][3]. - Daily token consumption for intelligent inspection videos and video retrieval has surpassed 10 billion [4]. Pricing Strategy - Huoshan Engine's Daobao 1.6 pricing strategy varies by input range, significantly reducing costs for enterprises, especially for requests within the 0-32K range, where costs can drop by 63% [5]. Demand for Computing Power - The AI era is driving a shift from BI to multi-modal data processing, increasing demand for computing power [6]. - Domestic computing power is currently in short supply, with potential price increases expected in the second half of the year [21]. - Despite NVIDIA's potential return to the Chinese market, domestic computing power still has significant growth potential [21]. Renewable Energy Sector - The National Development and Reform Commission's green electricity direct supply policy benefits Guoneng Rixin and Langxin, enhancing their competitive edge in renewable energy generation efficiency [9]. - Guoneng Rixin's products and services are expected to help reduce waste in wind and solar energy generation [9]. Optical Module Market - The demand for optical modules is rapidly increasing, with expectations of 15-17 million units of 800G products needed by 2025 and optimistic projections of 25-30 million units by 2026 [13]. - Zhongji Xuchuang is highlighted as a leading player in the optical module market, with significant potential for rebound and sustained growth [13]. International Expansion and Market Dynamics - Companies like Changfei Fiber have improved their performance, with revenue and profit growth returning to levels seen in 2021 and 2022 [15][16]. - The international market is opening new opportunities, with overseas revenue exceeding 30% [16]. - The hollow fiber technology is identified as a key growth driver for Changfei Fiber, with significant investments from major players like Microsoft [17]. Other Important Insights - The AI industry is expected to see a new wave of growth if major models are upgraded in the coming months [6]. - The consumer electronics sector is anticipated to benefit from innovations in foldable screens and wearable devices, with significant sales expected [23][24]. - The electronic sector is currently facing challenges but may see valuation recovery opportunities, particularly in the consumer electronics segment [19]. This summary encapsulates the key points discussed in the conference call, highlighting the trends, opportunities, and challenges within the AI and renewable energy sectors, as well as the performance of specific companies.

Economic Information - In May, the national futures market recorded a trading volume of 678,609,037 contracts and a transaction value of 5,472.99 billion yuan, representing a year-on-year decline of 4.51% and 1.55% respectively [2] - From January to May, the cumulative trading volume reached 3,336,834,307 contracts, with a cumulative transaction value of 28,693.44 billion yuan, showing year-on-year growth of 15.61% and 21.33% [2] - As of June 11, the wholesale price of 25-year Flying Moutai (bulk) was 1,990 yuan per bottle, down 30 yuan from the previous day, while the price of 25-year Flying Moutai (original) remained at 2,080 yuan per bottle [2] Company Alerts - Industrial Securities has not received any information regarding a merger with Huafu Securities [3] - *ST Yazhen has been suspended from trading for verification due to multiple instances of abnormal trading fluctuations [6] - Several companies, including Chaojie Co., Aikelan, and Fengyuzhu, have announced plans for share reductions by their shareholders, with reductions not exceeding 3% of total shares [8] Overseas Alerts - The US stock market saw all three major indices close lower, with the Nasdaq down 0.5% and Intel dropping over 6%, marking its largest single-day decline in two months [4] - In London, most base metals declined, with LME nickel down 1.13% at $15,145.00 per ton and LME copper down 1.12% at $9,647.00 per ton [5] - Jeffrey Gundlach, head of DoubleLine Capital, indicated that the US debt burden and interest payments have become unsustainable, suggesting that long-term US Treasuries are no longer considered truly risk-free investments [4]

朗新集团（300682）公告，持股5%以上的股东YUE QI CAPITAL LIMITED计划以大宗交易或集中竞价 的方式减持其直接持有的公司股份不超过2156.47万股，即不超过公司总股本比例2.00%。YUE QI目前 持有朗新集团6423.45万股，占公司总股本比例5.96%。减持期间为2025年7月3日至2025年10月2日。减 持原因为资金需求。 ...

朗新集团(300682.SZ)公告称，公司持股5%以上股东YUE QI CAPITAL LIMITED计划在未来三个月内， 通过大宗交易或集中竞价的方式减持不超过21,564,700股，即不超过公司总股本的2.00%。减持期间为 公司减持计划预披露公告发布之日起15个交易日后的三个月内。 ...

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：2025-037 朗新科技集团股份有限公司 关于持股 5%以上股东减持股份的预披露公告 持股 5%以上的股东 YUE QI CAPITAL LIMITED 保证向本公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 1、减持原因：资金需求。 2、股份来源：朗新集团首次公开发行股票并上市前持有的股份及上市后朗 新集团资本公积金转增股本增加的股份。 3、减持方式：通过大宗交易或集中竞价方式进行。 4、减持股份数量及比例：拟减持数量不超过 21,564,700 股，即不超过公司 总股本比例 2.00%。其中，任意连续 90 日内通过大宗交易减持股份总数不超过 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 朗新科技集团股份有限公司（以下简称"公司"或"朗新集团"）持股 5% 以上股东 YUE QI CAPITAL LIMITED（以下简称"YUE QI"）持有本公司股份 64,234,510 股，占本公司总股本比例 5.96%（剔除公司回购专用账户中的 2,011,515 股，下同 ...

本报记者 李万晨曦 6月4日，国家能源局发布《关于组织开展新型电力系统建设第一批试点工作的通知》（以下简称《通 知》），其中重点提到了虚拟电厂的试点。随后，资本市场对虚拟电厂的关注度持续攀升。 "政策不仅为虚拟电厂建设锚定了清晰路径，更通过试点机制聚合分布式电源、可控负荷、储能等分散 电力资源，释放其灵活调节能力，为破解新能源消纳难题、提升电网稳定性提供了关键支撑。"北京科 方得科技发展有限公司研究负责人张新原在接受《证券日报》记者采访时表示，叠加今年以来持续出台 的利好政策，虚拟电厂市场热度被点燃，推动行业从技术验证向商业化运营加速跨越。 除此次《通知》外，今年4月份，国家发展改革委、国家能源局发布《关于加快推进虚拟电厂发展的指 导意见》提出到2027年、2030年，全国虚拟电厂调节能力分别达到2000万千瓦以上、5000万千瓦以上。 地方层面，上海、山东、贵州等地也于近期发布了虚拟电厂相关政策。 萨摩耶云科技集团首席经济学家郑磊在接受《证券日报》记者采访时表示，今年以来，在政策持续助力 下，虚拟电厂逐步被纳入电网实时调度体系，部分地区已实现对新能源汽车负荷、分布式电源的灵活调 控，为破解光伏、风电的间歇性 ...

Summary of Langxin Group Conference Call Company Overview - **Company**: Langxin Group - **Industry**: Energy and Electric Power Key Points and Arguments Business Growth and Strategy - Langxin Group's mature businesses, such as grid digitalization and utility payment platforms, are experiencing stable growth, benefiting from the construction of new power systems and electricity market reforms [2][3] - The aggregation charging business is entering a high-quality development phase, with expectations to reach 48 million platform users and 17 billion kWh of charging volume by 2027, and profitability anticipated next year [2][4] - The company is actively positioning itself in electricity market transactions, aiming for an annual transaction volume exceeding 100 billion kWh by 2027, with platform-based trading becoming a primary growth engine [2][5] Energy Internet Platform - Langxin Group's energy internet platform connects a vast number of users and power assets, accumulating over 500 million meter data users, providing a foundation for electricity trading [2][6] - The company focuses on private car charging needs and utilizes financial empowerment to support the expansion of public charging networks, enhancing urban network share [2][7] Market Opportunities and Challenges - The entry of new energy into the market and price fluctuations will impact small and micro enterprises, with the company’s platform offering electricity sales services at more favorable prices [2][10] - The company has three core advantages in platform-based electronic trading: scene advantage, data advantage, and AI model capability, enhancing trading competitiveness [2][11] Future Projections - By 2027, the company expects to achieve a charging volume of 17 billion kWh and 48 million platform users, with current platform users at 22 million and 1.9 million charging piles connected [2][4] - The company aims to increase its annual electricity trading volume from 6 billion kWh in 2025 to 100 billion kWh by 2027, with a growth rate of approximately 3 to 4 times per year [12][21] Digitalization and Innovation - Langxin Group has established a solid digital foundation through partnerships, accumulating data from over 3000 charging pile operators and 190,000 charging piles [15] - The company is exploring blockchain technology for asset tokenization, enhancing transparency and security in transactions [13][14] Collaboration and Ecosystem Development - The collaboration with Ant Group focuses on enhancing the energy internet strategy, targeting private car charging markets and creating shared value through ecosystem synergies [27] - The company is also working with BYD on fast charging projects and expanding financial services for charging pile expansion needs [29] Risk Management and Financial Services - The company employs risk management strategies by leveraging the dispersed nature of small and micro enterprises, reducing risks associated with large clients [28] - Innovative financial services are being developed to support the growth of new energy assets, with a focus on expanding market opportunities [29] Conclusion - Langxin Group is strategically positioned to capitalize on the growing electricity market and the transition to new energy systems, with a robust plan for growth, digitalization, and innovation in the energy sector [18][26]

事件：2025 年5 月30 日，山东省继136 号文后印发《关于做好2025 年电力市场平稳衔接过渡有关工作 的通知》。该文件进一步推动实现2025 年底前全面实现风电、太阳能发电等新能源全电量入市交易， 通过市场化方式形成上网电价的目标。 细化机制设计，保障新能源上网电价市场化改革平稳过渡。1）存增量划分&电费计算： 以2025 年6 月1 日为界划分存量和增量项目，存量项目继续执行原有保障性政策，机制电价锚定燃煤基 准价，为收益托底，增量项目完全遵循市场定价新规则，充分参与市场。2）机制电量：增量项目设计 分阶段实施方案，引入机制电量，由省级主管部门每年组织增量项目竞价，按报价由低到高排序。3） 分布式多元入市路径：允许通过自行注册虚拟电厂聚合方式参与市场交易，或以价格接受者身份由电网 代理参与市场执行，保障参与方式的灵活性。 主业持续向好，非核心业务加速重组优化。1）能源数字化：2024 年经营领域拓展到营销、采集、负 控、新型用电、数据中台、AI 创新应用等多条主力产品线，并在国网和南网相关领域取得突破。2）生 活缴费：2024 年连接超6500 家水电燃热等公用事业机构，为超过5 亿表计用户提供账 ...