格隆汇8月22日丨朗新集团(300682.SZ)于近期投资者关系活动表示，2025年上半年，公司能源互联网业 务实现收入超过8.6亿，同比增长约10%。公司持续深化AI技术在场景服务和电力交易中的应用，能源 服务场景和电力市场交易的业务规模均取得快速增长。 ...

Core Viewpoint - Longxin Group (300682.SZ) reported a slight year-on-year increase in revenue from its energy digitalization business, amounting to approximately 470 million in the first half of 2025, while the revenue from its grid digitalization business showed significant seasonality, resulting in a lower revenue share in the first half of the year. The company is on track to meet its annual operational goals as planned [1]. Group 1 - The energy digitalization business revenue for the first half of 2025 was approximately 470 million, showing a slight year-on-year increase [1]. - The grid digitalization business exhibited notable seasonality, leading to a lower revenue contribution in the first half of the year [1]. - The company is progressing smoothly towards its annual operational targets as planned [1].

Group 1: Company Insights - Nord Fund recently conducted research on five listed companies, including Taicheng Light, Shengyi Electronics, G-bits, Desay SV, and Longxin Group [1] - Taicheng Light's main business is passive optical devices, with over 90% revenue share and a gross margin of around 30%. The company is expanding MT connector capacity and has established a close supply relationship with its largest customer [1] - Shengyi Electronics reported a 91% increase in revenue and a 452% increase in net profit for the first half of 2025, driven by optimizing product structure and increasing high-value product share [2] - G-bits is focusing on user-driven innovation in game development, with successful titles like "Zhang Jian Chuan Shuo" and "Dao You Lai Wa Bao" showing promising early performance [3] - Desay SV achieved a revenue of 14.644 billion yuan, a 25.25% year-on-year increase, with a net profit of 1.223 billion yuan, up 45.82%. The company is expanding its overseas operations and focusing on smart driving and cockpit businesses [4] - Longxin Group's energy digitalization business generated approximately 470 million yuan in revenue, with a 10% year-on-year growth in energy internet business. The company is actively developing its charging platform and virtual power plant projects [5] Group 2: Market Trends - The telecommunications sector is seeing growth in high-speed switching markets, with Shengyi Electronics advancing in 800G and 224G product development [2] - The gaming industry is experiencing diverse demands, with G-bits adapting its strategies to focus on user needs and optimizing its product offerings [3] - The smart driving and cockpit sectors are expanding, with Desay SV leading in market share for domestic auxiliary driving domain controllers [4] - The energy sector is witnessing accelerated investment in new power systems, with Longxin Group's initiatives in distributed photovoltaic and energy trading showing significant growth [5]

Core Insights - The company reported a main revenue of 1.542 billion yuan for the first half of 2025, a year-on-year decrease of 0.39% [1] - The net profit attributable to shareholders was 28.638 million yuan, down 23.02% year-on-year [1] - The non-recurring net profit was 13.6385 million yuan, showing a significant increase of 199.94% year-on-year [1] Financial Performance - In Q2 2025, the company achieved a single-quarter main revenue of 876 million yuan, a decline of 0.6% year-on-year [1] - The net profit attributable to shareholders for Q2 2025 was 25.2671 million yuan, down 55.22% year-on-year [1] - The non-recurring net profit for Q2 2025 was 17.9195 million yuan, a decrease of 64.63% year-on-year [1] Profitability Metrics - The company's debt ratio stood at 27.98% [1] - Investment income was reported at 8.8684 million yuan, while financial expenses were -5.0719 million yuan [1] - The gross profit margin was 46.05%, reflecting an increase of 5.09% year-on-year [7] Earnings Per Share - Earnings per share (EPS) was reported at 0.03 yuan, a decrease of 24.05% year-on-year [7] - The operating cash flow per share was -0.22 yuan, a significant decline of 195.17% year-on-year [7] Shareholder Information - The top shareholders include Wuxi Puhua Equity Investment Partnership with 100 million yuan (12.22%) and Shanghai Yunxin Venture Capital with 100 million yuan (11.23%) [11]

Group 1 - The company did not distribute cash dividends, issue bonus shares, or increase capital from reserves during the reporting period [2] - There were no changes in the controlling shareholder or actual controller during the reporting period [3] - The company has no preferred shareholders or related holdings to report for the current period [3] Group 2 - All directors attended the board meeting that reviewed the report [1] - The company does not require retrospective adjustments or restatements of previous accounting data [2] - There are no significant matters to report for the current period [3]

证券代码：300682 证券简称：朗新集团 朗新科技集团股份有限公司 投资者关系活动记录表 | 投资者关系 | 特定对象调研 电话会议 | | --- | --- | | 活动类别 | | | 参与单位名 | 鹏华基金、诺德基金、朱雀基金、中金公司、中信建投、华泰 | | 称及人员姓 | 证券、天风证券、民生证券、长江证券、开源证券、国金证 | | | 券、华西证券等多家券商及投资机构人员参加了本次沟通交流 | | 名 | 会，参会人员共计 90 余人。 | | 时间 | 年 月 日 2025 8 21 20:30~21:30 | | 地点 | 电话会议 | | 上市公司接 | 董事会秘书王慎勇 | | 待人员姓名 | 投资者关系总监王彬彬 | | | 证券事务代表王利 | | | 会议主要交流内容： | | | 董秘王慎勇先生首先对公司 2025 年半年度业绩情况及业务 进展向投资者做了总体介绍： | | | 朗新科技集团聚焦能源数智化、能源互联网双轮发展战 | | 投资者关系 | 略，致力于成为一家 AI 驱动、Web3.0 赋能的领先的能源科技 | | 活动主要内 | 企业，通过构建链接海量电力负荷用户 ...

（文章来源：每日经济新闻） 朗新集团（SZ 300682，收盘价：23.24元）8月21日晚间发布半年度业绩报告称，2025年上半年营业收 入约15.42亿元，同比减少0.39%；归属于上市公司股东的净利润约2864万元，同比减少23.02%；基本每 股收益0.0262元，同比减少24.06%。 ...

每经头条（nbdtoutiao）——核心产品净值仅剩7毛钱，昔日"公募一哥"任泽松怎么了？牛市踏空真相曝 光 （记者 曾健辉） 每经AI快讯，朗新集团（SZ 300682，收盘价：23.24元）8月21日晚间发布公告称，公司第四届第三十 三次董事会会议于2025年8月21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。会议审议了《关于2025年半年度报告及其摘要的议案》等文件。 2025年1至6月份，朗新集团的营业收入构成为：公共服务占比55.98%，智慧能源及创新业务占比 30.6%，互联网行业占比13.42%。 截至发稿，朗新集团市值为251亿元。 ...

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：2025-052 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"）于 2025 年 8 月 21 日召 开第四届董事会第三十三次会议、第四届监事会第二十三次会议审议通过《关于 注销回购股份的议案》和《关于变更公司注册资本、修订 <公司章程> 并办理工 商变更登记的议案》，同意公司注销回购专用证券账户中的股份 2,011,515 股。 本次注销回购股份事项尚需提交股东大会审议，并经出席股东大会有效表决 权总数的三分之二以上通过，现将相关事项说明如下： 一、回购股份审议与实施情况 公司于 2022 年 4 月 26 日召开的第三届董事会第四十一次会议、第三届监 事会第二十七次会议分别审议通过《关于回购公司股份方案的议案》，同意公司 使用自有资金以集中竞价交易的方式回购公司部分社会公众股份（以下简称"本 次回购"），用于实施股权激励计划或员工持股计划。本次回购资金总额不低于 人民币 5,000 万元（含）且不超过 10, ...

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：2025-052 朗新科技集团股份有限公司 关于注销回购股份的公告 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。 朗新科技集团股份有限公司（以下简称"公司"）于 2025 年 8 月 21 日召 开第四届董事会第三十三次会议、第四届监事会第二十三次会议审议通过《关于 注销回购股份的议案》和《关于变更公司注册资本、修订<公司章程>并办理工 商变更登记的议案》，同意公司注销回购专用证券账户中的股份 2,011,515 股。 本次注销回购股份事项尚需提交股东大会审议，并经出席股东大会有效表决 权总数的三分之二以上通过，现将相关事项说明如下： 一、回购股份审议与实施情况 2022 年 6 月 1 日，公司披露了《关于股份回购进展的公告》（公告编号： 公司于 2022 年 4 月 26 日召开的第三届董事会第四十一次会议、第三届监 事会第二十七次会议分别审议通过《关于回购公司股份方案的议案》，同意公司 使用自有资金以集中竞价交易的方式回购公司部分社会公众股份（以下简称"本 次回购"），用于实 ...