Group 1 - The core viewpoint of the news is that Langxin Group's stock has shown a year-to-date increase of 27.11%, with recent fluctuations in trading volume and price [1] - As of December 24, Langxin Group's stock price is 15.19 yuan per share, with a market capitalization of 16.378 billion yuan [1] - The company has experienced a net inflow of main funds amounting to 2.3424 million yuan, with significant buying activity from large orders [1] Group 2 - Langxin Group, established on May 7, 2003, is located in Wuxi, Jiangsu Province, and was listed on August 1, 2017 [2] - The company's main business involves information technology systems and services for public utilities, with revenue composition of 60.91% from platform operations and 35.11% from software services [2] - As of December 10, the number of shareholders in Langxin Group is 39,900, showing a decrease of 0.71% from the previous period [2] Group 3 - Langxin Group has distributed a total of 1.028 billion yuan in dividends since its A-share listing, with 658 million yuan distributed in the last three years [3] - As of September 30, 2025, Hong Kong Central Clearing Limited is the eighth largest circulating shareholder, increasing its holdings by 7.5563 million shares [3]

Core Viewpoint - The integration of digital economy and "dual carbon" strategy is reshaping the global energy system, with technological innovation in energy companies being a key measure of industry competitiveness [1] Group 1: Technological Innovation - Longxin Technology Group has made continuous breakthroughs in integrating AI and energy scenarios, becoming a significant force in driving energy transition [1] - The company has developed the "Longxin Jiugong AI Energy Model," which combines "time series prediction" and "AI agents" to address core industry challenges such as power load forecasting and risk management [2][3] - The model has achieved over 75% accuracy in price difference prediction and over 97% accuracy in load forecasting in actual applications within power spot markets [3] Group 2: Industry Implementation - Longxin Technology has created a scalable business model by coupling AI model technology with actual industry needs, exemplified by the Wuxi Zero Carbon Industrial Park [4] - The park has been recognized as a benchmark for zero-carbon technology parks in Jiangsu Province and has achieved carbon neutrality certification for two consecutive years [4] - The transition to zero-carbon parks is expected to generate over one trillion yuan in investment demand as the country moves towards low-carbon transformation [4] Group 3: Electricity Market Development - The electricity market is rapidly developing, with 28 provinces now participating in the spot market, a significant increase from 8 provinces last year [5] - Longxin Technology has obtained electricity sales qualifications in all 28 provinces, with a projected 300% growth in trading volume by the end of the year [5] - The company has also established a service platform targeting small and medium-sized enterprises, which have not yet entered the electricity market, indicating a vast market potential [5] Group 4: Public Services and Digitalization - Longxin Technology has pioneered internet payment services for public utilities, connecting over 7,000 utility institutions and serving hundreds of millions of households [6] - The "Xindian Tu" platform has created a smart charging network covering 440 cities and over 2.7 million registered users, becoming a leading charging service platform [6][7] - The company emphasizes collaboration with major players in the energy sector to enhance the digitalization of energy assets and expand its service offerings [7][8] Group 5: Global Reach and Future Outlook - Longxin Technology's influence extends to 15 countries and regions, serving over 80 million users globally, promoting Chinese energy digitalization technology along the Belt and Road [8] - The company aims to drive the energy system towards a cleaner, smarter, more efficient, and inclusive direction through technological innovation and alignment with industry and societal needs [8]

Investment Rating - The report maintains an investment rating of "Synchronize with the market - A" for the power equipment and new energy industry [1] Core Viewpoints - The industry has shown significant developments, including a major order for humanoid robots from a leading AI model company, valued at over 50 million RMB, highlighting the integration of AI and robotics [2] - The Central Economic Work Conference has set the agenda for 2026, focusing on energy independence and green transformation, which will drive the demand for renewable energy solutions [4] - The report emphasizes the importance of optimizing market pricing for centralized renewable energy generation, as outlined by the National Development and Reform Commission and the National Energy Administration [5] Summary by Relevant Sections Stock Recommendations - Recommended stocks include: - Aiyu Co., Ltd. (600732.SH) - Buy - B - Longi Green Energy (601012.SH) - Buy - B - Daqo New Energy (688303.SH) - Buy - B - Haibo Innovation (688411.SH) - Buy - A - Sungrow Power Supply (300274.SZ) - Buy - A - Deye Technology (605117.SH) - Buy - A - Langxin Group (300682.SZ) - Buy - B - Quartz Co., Ltd. (603688.SH) - Buy - A - Hengdian East Magnet (002056.SZ) - Buy - A [3][4][7] Price Tracking - The average price of polysilicon remains stable at 52.0 RMB/kg, while the average price of silicon wafers and battery cells has shown signs of stabilization after previous declines [6][8][9] Investment Suggestions - Key recommendations focus on various sectors: - BC new technology: Aiyu Co., Ltd., Longi Green Energy - Supply-side: Daqo New Energy, Fulete - Energy storage: Haibo Innovation, Sungrow Power Supply, Deye Technology - Market-oriented: Langxin Group - Domestic substitution: Quartz Co., Ltd. - Overseas expansion: Hengdian East Magnet, Bowei Alloy [10]

证券日报网讯12月15日，朗新集团（300682）在互动平台回答投资者提问时表示，截至12月10日，公司 股东人数为39934户。 ...

Core Viewpoint - Longxin Technology Group is showcasing its commitment to zero-carbon initiatives through its Wuxi Zero Carbon Industrial Park, which integrates technology and sustainable living [1][2] Group 1: Zero Carbon Industrial Park - The Wuxi Zero Carbon Industrial Park is recognized as a benchmark project for zero-carbon technology parks in Jiangsu Province, fully incorporating the zero-carbon concept into its design and operational systems [1] - The park has achieved authoritative carbon neutrality certification for two consecutive years, establishing a replicable and scalable model for digital zero-carbon parks [1] - The park utilizes a self-developed "light-storage-charging" smart microgrid system to enhance the efficiency of clean energy utilization and flexibility in energy dispatch [1] Group 2: Energy Management and Digitalization - Longxin Technology employs its carbon management platform to monitor and analyze energy consumption in real-time, promoting a comprehensive upgrade to digital, visual, and refined energy management [1] - The platform supports virtual power plant practices by aggregating and dispatching distributed resources such as photovoltaics and energy storage, improving regional power system regulation and green electricity absorption [1] Group 3: AI and Energy Transition - Longxin Technology views artificial intelligence as a core driver for the intelligent transformation of the energy industry, establishing an AI research institute focused on developing large models for the energy sector [2] - The company has launched the "Longxin Nine Functions AI Energy Model," which integrates time-series forecasting and AI agent technologies to address long-standing industry challenges such as power load forecasting and risk management [2] - The "Electricity Trading Intelligent Agent" developed from this model covers the entire electricity trading process, aiding market participants in capturing opportunities during price fluctuations and optimizing asset allocation [2] Group 4: Future Directions - Longxin Technology aims to deepen collaboration with partners in cutting-edge fields such as artificial intelligence, virtual power plants, electricity markets, and zero-carbon solutions to advance the energy system towards a cleaner, smarter, and more efficient future [2]

Core Viewpoint - Longxin Technology Group is showcasing its commitment to integrating cutting-edge technology into energy transition and daily life through its Wuxi Zero Carbon Industrial Park, emphasizing innovation and social responsibility [1][3][8] Group 1: Zero Carbon Industrial Park - The Wuxi Zero Carbon Industrial Park is recognized as a benchmark project for zero carbon technology parks in Jiangsu Province, fully integrating the "zero carbon concept" into its design and operational systems [3] - The park has received authoritative carbon neutrality certification for two consecutive years, establishing a replicable and scalable digital zero carbon park model [3] - Longxin has implemented a self-developed "light-storage-charge" smart microgrid system, enhancing energy self-sufficiency and flexibility in electricity usage [3] - The park utilizes the Longxin Energy Carbon Management Platform for real-time monitoring and optimization of energy consumption, promoting a digital and visual upgrade in energy management [3] Group 2: AI and Energy Innovation - Longxin Technology views artificial intelligence as a core driver in the intelligent transformation of the energy industry, establishing an AI research institute focused on developing large models for the energy sector [4] - The "Longxin Jiugong AI Energy Model" has achieved international recognition, winning the BIRD-Bench dual championship in July, showcasing the company's leading capabilities in this advanced technology field [4] - The AI-powered "Electricity Trading Intelligent Agent" supports the entire electricity trading process, providing intelligent support for various market participants and enhancing their trading capabilities [4] Group 3: Electricity Trading Services - Longxin has launched the electricity trading service brand "Banghui Electric," which simplifies electricity trading processes and reduces costs for small and medium-sized enterprises [5] - The service maintains a 100% contract fulfillment rate, acting as a reliable bridge between the electricity market and consumers [5] - In the new energy vehicle sector, Longxin's subsidiary, New Electric Path, has created a smart charging network covering 440 cities and over 2.4 million charging devices, serving more than 27 million registered users [5] Group 4: Digital Payment and Global Expansion - Longxin's digital payment platform connects over 7,000 public utility institutions, serving more than 500 million households and advancing payment processes into the "digital age" [6] - The company's solutions have been implemented in several Belt and Road Initiative countries, serving over 80 million overseas users and contributing to local digital transformation and sustainable development [6] Group 5: Corporate Social Responsibility and Governance - Longxin integrates ESG principles into its corporate strategy and daily operations, actively engaging in community service and social responsibility initiatives [6] - The company emphasizes employee well-being through various programs, enhancing employee satisfaction and sense of belonging [6] - Longxin aims to harmonize economic benefits with social and ecological values through technological innovation [6] Group 6: Future Vision - Longxin Technology outlines a development path centered on technological innovation and aligned with industry and societal needs, focusing on areas such as AI, virtual power plants, and zero carbon solutions [8] - The media open day serves as a platform for showcasing achievements and inviting collaboration with partners to advance cleaner, smarter, and more efficient energy systems [8]

Core Insights - The report emphasizes that the computer industry is driven by model iteration, application breakthroughs, and domestic computing power leadership, with a buy rating for the sector [2][4][17]. Industry Overview - The AI infrastructure sector is transitioning from "testing and trial" to "large-scale rollout in 2026" for domestic AI chip replacements, with a narrowing gap between domestic and international leading models [8][17][26]. - The AI application sector is categorized into three types of companies: those with recognized benchmark clients but in early stages, those with long-term trends but uncertain timelines, and those leveraging AI with reachable inflection points [8][17][19]. - The EDA and R&D software sector is seeing rapid improvement in domestic product capabilities, with mergers and acquisitions expected to accelerate due to policy support [8][17][21]. - In the intelligent driving and robotics sector, the report suggests focusing on competitive chip tracks, overseas expansion, and new autonomous driving opportunities, recommending global AMR leader Geek+ [8][18][21]. - The report notes that traditional trust and innovation directions are facing funding delays, while the release of HarmonyOS PC in 2025 is seen as a catalyst for business growth and technological upgrades [8][18][21]. - The energy information sector is expected to benefit from stable capital expenditures and market reforms, although policy implementation timelines need to be monitored [8][18][21]. Key Companies - In the AI infrastructure sector, recommended companies include Cambricon, Inspur, and Unisoc, with attention to Sugon [8][19]. - For AI applications, notable companies are Jingtaikong, Rainbowsoft, and Kingdee International, with additional focus on Hancloud and Guangyun Technology [8][19][21]. - In the intelligent driving and robotics sector, key players include Geek+, Black Sesame Intelligence, and Rui Ming Technology, with recommendations to monitor Desay SV and SOTER [8][19][21]. - In the EDA and R&D software sector, companies like GigaDevice, Gexin Electronics, and BGI are highlighted, with attention to Zhongkong Technology and Haocen Software [8][19][21]. - For trust and innovation, recommended companies include Kingsoft and Softcom, with additional focus on Taiji Co. and China Software International [8][19][21]. - In the energy information sector, notable companies are Guoneng Rixin and Longxin Group, with attention to State Grid Information and South Grid Digital [8][19][22].

Group 1 - The core point of the article is that Langxin Group held its first board meeting of the fifth session on December 9, 2025, to discuss the appointment of the board secretary and other documents [1] - For the first half of 2025, Langxin Group's revenue composition was as follows: public services accounted for 55.98%, smart energy and innovation businesses accounted for 30.6%, and the internet sector accounted for 13.42% [1] - As of the time of reporting, Langxin Group's market capitalization was 16.4 billion yuan [1]

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：2025-079 朗新科技集团股份有限公司 关于董事会完成换届选举及 聘任高级管理人员、证券事务代表的公告 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 12 月 9 日召 开 2025 年第二次临时股东大会，选举产生 4 名非独立董事、3 名独立董事，与 公司于同日召开的职工代表大会选举产生的 1 名职工代表董事共同组成第五届 董事会。 2025 年 12 月 9 日，公司召开第五届董事会第一次会议，选举产生了第五 届董事会董事长、副董事长、各专门委员会委员，并聘任了新一届高级管理人员 及证券事务代表。公司董事会换届选举已完成，现将相关情况公告如下： 1 朗新科技集团股份有限公司 战略委员会：徐长军（主任委员）、彭知平、翁朝伟、朱超、姚立杰； 审计委员会：李晓（主任委员）、姚立杰、朱超； 一、公司第五届董事会、各专门委员会、高级管理人员以及证券事务代表 人员组成情况 （一）第五届董事会组成情况 非独立董事：徐长军（董事 ...

证券代码：300682 证券简称：朗新集团 公告编号：2025-077 朗新科技集团股份有限公司 关于选举第五届董事会职工代表董事的公告 朗新科技集团股份有限公司 刘永锋先生简历 2025 年 12 月 9 日 1 朗新科技集团股份有限公司 附件： 朗新科技集团股份有限公司（以下简称"公司"）第四届董事会的任期即将 届满，根据《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 法律法规、规范性文件及《公司章程》等有关规定，公司按法定程序进行董事会 换届选举。公司董事会由 8 名董事组成，其中包括 1 名职工代表董事，由职工 代表大会选举产生。 公司于 2025 年 12 月 9 日召开职工代表大会，经与会职工代表审议，选举 刘永锋先生为公司第五届董事会职工代表董事（简历详见附件）。刘永锋先生将 与公司 2025 年第二次临时股东大会选举产生的 4 名非独立董事、3 名独立董事 共同组成公司第五届董事会，任期与本次股东大会选举产生的董事任期一致，均 自本次股东大会审议通过之日起至三年。 本次选举完成后，公司董事会中兼任高级 ...