Core Viewpoint - The company has developed an AI model named "Kuangming" to enhance the accuracy and efficiency of various predictive data related to electricity pricing, renewable energy generation, extreme weather warnings, and meteorological resource forecasting [1] Group 1: AI Technology Application - The company is utilizing its self-developed AI prediction technology in energy storage projects to improve the operational efficiency of energy storage stations [1] - The AI model integrates provincial electricity market policies and the charging and discharging characteristics of energy storage stations under different scenarios [1] Group 2: Operational Strategies - The company has developed corresponding operational strategies based on the AI model to enhance the comprehensive operational benefits of energy storage stations [1]

Core Viewpoint - Guoneng Rixin announced that as of the date of the announcement, the company and its subsidiaries have no overdue external guarantees, nor are there any external guarantees involved in litigation or losses due to guarantee judgments [2] Summary by Categories - **Company Status** - The company has confirmed that there are no overdue external guarantees [2] - There are no ongoing litigations related to external guarantees [2] - The company has not been judged to bear losses due to guarantees [2]

关于为子公司提供担保的进展公告 证券代码：301162 证券简称：国能日新 公告编号：2025-110 国能日新科技股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、担保情况概述 国能日新科技股份有限公司（以下简称"公司"或"国能日新"）于 2024 年 12 月 24 日召开了 2024 年第二次临时股东大会，于 2025 年 9 月 10 日召开了 2025 年第二次临时股东大会，审议通过了《关于 2025 年度为子公司提供担保额 度预计的议案》及《关于增加 2025 年度为子公司提供担保额度预计的议案》， 2025 年度公司拟为合并报表范围内部分子公司（含授权期限内新设立或纳入合 并范围的子公司）提供担保额度总计不超过 5.5 亿元（该担保额度包含公司已审 批通过且仍在有效期内的担保额度），其中公司拟为资产负债率 70%及以上的控 股子公司提供担保的额度为不超过 2 亿元，为资产负债率 70%以下的控股子公司 提供担保的额度为不超过 3.5 亿元。具体内容详见公司分别于 2024 年 12 月 7 日、 2025 年 8 月 23 日在巨 ...

Investment Rating - The report maintains a "Recommended" rating for the computer industry, indicating a positive outlook for the sector [5]. Core Insights - The computer industry is experiencing pressure on IT spending from government and enterprise clients due to macroeconomic factors, but a new growth trend driven by the AI technology revolution is emerging. The domestic computing power sector is showing significant turning points, and financial technology innovation is becoming an important industry trend [3][10]. - Key areas of focus include domestic AI computing demand, AI terminals and applications, beneficiaries of financial technology innovation, and high-growth segments within the industry [3][10]. Market Review - During the week of September 15-19, the CSI 300 index fell by 0.44%, while the small and medium-sized board index rose by 1.99%, and the ChiNext index increased by 2.34%. The computer sector (CITIC) saw a slight increase of 0.16% [19]. - The top five gainers in the sector were Information Development (+25.71%), Kaipu Cloud (+16.08%), Huijin Co. (+13.83%), Neusoft Group (+10.57%), and Suoling Co. (+9.07%). The top five decliners were *ST Dongtong (-65.05%), Zhongke Jincai (-10.53%), Anbotong (-9.87%), Feilixin (-9.36%), and Langxin Group (-9.01%) [19][24]. Company Dynamics - Guoneng Rixin plans to invest 42.53 million yuan to acquire a 25% stake in Tibet Dongrun Digital Energy Co., which has recently completed its business registration changes [15]. - Softcom Power has announced a share reduction plan by its controlling shareholder, intending to reduce holdings by up to 19.06 million shares, representing no more than 2% of the total share capital [16]. Weekly Insights - The report suggests focusing on companies with strong growth potential, including Cambrian, Haiguang Information, Inspur Information, and China Great Wall in the AI computing demand segment. In AI terminals and applications, companies like Kingsoft Office, Zhuoyi Information, and Keda Xunfei are highlighted. Beneficiaries of financial technology innovation include Zhongke Jincai, Jingbeifang, and Yuxin Technology [3][10].

Group 1 - The core viewpoint of the article is that Guoneng Rixin (SZ 301162) has engaged with investors, providing insights into its business operations and revenue composition [1] - As of the report date, Guoneng Rixin's market capitalization stands at 7.7 billion yuan [1] - The revenue composition for Guoneng Rixin in the first half of 2025 shows that the energy information technology sector accounts for 89.82%, while comprehensive energy services make up 10.18% [1]

Group 1: Business Growth and Market Demand - In the first half of 2025, the company added 1,116 new power prediction station users, a 26% increase compared to the end of 2024, bringing the total to 5,461 stations [2][3] - The renewal rate for power prediction service fees has consistently remained above 95%, indicating strong growth in service revenue [2][3] - The demand for power prediction services has significantly increased due to the rapid expansion of new energy installations and the release of related requirements [2][3] Group 2: Policy and Market Changes - The National Energy Administration's policy on distributed photovoltaic management emphasizes the "four capabilities" (observable, measurable, adjustable, controllable), impacting the market and driving the growth of new clients [3] - The company identifies three core pain points for trading entities in the rapidly changing electricity market: information asymmetry, data processing pressure, and risk management challenges [5][6] Group 3: AI Model Development and Applications - The company has developed the "Kuangming" new energy AI model, which has improved prediction accuracy and response to extreme weather events, leveraging over 15 years of data and expertise [3][4] - The "Kuangming" model 3.0 version was officially released on August 29, 2025, enhancing the company's capabilities in long-term trend analysis and operational efficiency [4] Group 4: Asset Operations and Financial Performance - The subsidiary, Rixin Hongsheng Smart Energy, reported revenue of 32.63 million yuan in the first half of 2025, achieving over sixfold growth year-on-year and marking its first profitable period [8] - The company is expanding its asset operation strategy through acquisitions and self-built projects, while also applying for electricity trading qualifications in various regions [8]

Core Viewpoint - Guoneng Rixin announced the approval of changes to its registered capital and amendments to its articles of association during the meetings held on August 22 and September 10, 2025 [1] Group 1 - The company held the 16th meeting of the third board of directors and the second extraordinary general meeting of shareholders in 2025 [1] - The company has completed the business registration change procedures and obtained a new business license from the Haidian District Market Supervision Administration in Beijing [1]

证券代码：301162 证券简称：国能日新 公告编号：2025-109 国能日新科技股份有限公司 法定代表人：雍正 注册资本：13,258.3724 万元 成立日期：2008 年 02 月 02 日 住 所：北京市海淀区西三旗建材城内 1 幢二层 227 号 关于完成工商变更登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 国能日新科技股份有限公司（以下简称"公司"）分别于 2025 年 8 月 22 日、2025 年 9 月 10 日召开了第三届董事会第十六次会议、2025 年第二次临时股 东大会，审议并通过了《关于变更注册资本及修订<公司章程>的议案》。 根据会议决议，公司办理了工商变更登记手续。近日，公司取得了北京市海 淀区市场监督管理局换发的《营业执照》。变更后登记的相关信息如下： 名 称：国能日新科技股份有限公司 统一社会信用代码：911101086723891430 类 型：股份有限公司（上市） 经营范围：技术开发、技术推广、技术转让、技术咨询、技术服务；计算机 系统服务；基础软件服务、应用软件服务；销售计算机、软件及辅助设备、家具； 货 ...

Core Viewpoint - Guoneng Rixin's stock price has shown significant growth this year, with a 61.90% increase, indicating strong market performance and investor interest [2]. Group 1: Stock Performance - As of September 16, Guoneng Rixin's stock price rose by 2.06% to 60.38 CNY per share, with a trading volume of 1.28 billion CNY and a turnover rate of 2.51%, resulting in a total market capitalization of 8.005 billion CNY [1]. - Year-to-date, the stock has increased by 61.90%, with a 5.08% rise in the last five trading days, an 18.83% increase over the past 20 days, and a 22.42% increase over the last 60 days [2]. Group 2: Company Overview - Guoneng Rixin, established on February 2, 2008, and listed on April 29, 2022, is located in Haidian District, Beijing. The company specializes in providing renewable energy forecasting products and related services to the renewable energy market [2]. - The main revenue sources include renewable energy forecasting products (69.49%), smart grid control systems (17.29%), and other products and services (11.30%) [2]. Group 3: Financial Performance - For the first half of 2025, Guoneng Rixin reported a revenue of 321 million CNY, representing a year-on-year growth of 43.15%, and a net profit attributable to shareholders of 45.9732 million CNY, up 32.48% year-on-year [2]. - The company has distributed a total of 193 million CNY in dividends since its A-share listing, with 161 million CNY distributed over the past three years [3]. Group 4: Shareholder Information - As of June 30, 2025, Guoneng Rixin had 6,586 shareholders, a decrease of 2.80% from the previous period, with an average of 12,940 circulating shares per shareholder, an increase of 41.06% [2]. - Notably, Nord Value Advantage Mixed Fund is now among the top five circulating shareholders, holding 2.3915 million shares, while Huaxia New Economy Mixed Fund has exited the top ten list [3].

关于对外投资进展暨完成工商变更登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 证券代码：301162 证券简称：国能日新 公告编号：2025-108 国能日新科技股份有限公司 2、统一社会信用代码：91540195MAD3J6LK0M 3、住所：西藏自治区拉萨市柳梧新区北京大道 24 号海亮世纪新城南岸天都 11 期 21 幢 1 单元 3 层 315 号 4、法定代表人：赵怀英 5、注册资本：34,548.40 万元人民币 6、类型：其他有限责任公司 一、对外投资概述 国能日新科技股份有限公司（以下简称"公司"）于 2025 年 8 月 22 日召开 总经理办公会，通过了《关于对外投资暨签署进一步投资协议的议案》，公司以 自有资金 4,253.33 万元认购西藏东润数字能源有限公司（以下简称"西藏东润"） 新增的 3,497.60 万元注册资本，本次投资完成后公司将持有西藏东润 25%的股权。 根据《深圳证券交易所创业板股票上市规则》《公司章程》等相关规定，本次对 外投资事项在公司总经理审议权限范围内，无需提交董事会或股东大会审议。 具 体 内 ...