Investment Rating - The report maintains a "Buy" rating for the company, expecting a price increase of over 15% in the next 6-12 months [5][11]. Core Insights - The company reported a revenue of 320 million RMB for the first half of 2025, representing a year-on-year increase of 43.2%, with a net profit of 50 million RMB, up 32.5% year-on-year [2]. - The power forecasting business is experiencing rapid growth, with a revenue of 210 million RMB in H1 2025, a 55.1% increase year-on-year, and a market share that remains leading in the industry [3]. - The company is expanding its innovative product lines, with a revenue of 16.16 million RMB in H2 2025, reflecting a 1.5% year-on-year growth, indicating the emergence of a second growth curve [4]. Summary by Sections Performance Review - In H1 2025, the company achieved a revenue of 320 million RMB, with a gross margin of 61.4%, down 5.9 percentage points year-on-year [2]. Operational Analysis - The power forecasting business added 1,116 new service stations, bringing the total to 5,461, with a revenue of 210 million RMB and a gross margin of 61.6% [3]. - The grid control segment generated 51.02 million RMB, a decrease of 4.6% year-on-year, while the renewable energy management segment saw a revenue drop of 35.9% to 8.36 million RMB [3]. Innovation and Growth - The company is focusing on innovative products, with developments in power trading, energy storage, virtual power plants, and microgrids, indicating a diversification of its revenue streams [4]. Profit Forecast and Valuation - The projected net profits for 2025-2027 are 130 million RMB, 160 million RMB, and 210 million RMB respectively, with corresponding P/E ratios of 56, 44, and 34 [5].

Group 1 - The company achieved operating revenue of 321 million yuan in the first half of 2025, representing a year-on-year increase of 43.15% [1] - The net profit attributable to shareholders reached 45.9732 million yuan, up 32.48% year-on-year [1] - The company’s power prediction service scale rapidly increased, with a net addition of 1,116 new power station users, a growth rate of 26% compared to the end of 2024 [1] Group 2 - The revenue from the company's new energy power prediction products was 205 million yuan, reflecting a year-on-year growth of 55.14% [1] - The company has optimized its high-precision meteorological intelligent prediction platform and core algorithms, enhancing its core capabilities [1] - The company completed the iteration upgrade of its "Kuangming" new energy model to version 2.0 in May 2025, improving the overall accuracy of new energy predictions [1] Group 3 - In the field of intelligent control for new energy grid connection, the company optimized its AGC products and introduced a "big data + neural network" solution [2] - The sales area of the company's distributed grid integration terminal products has expanded to over ten provinces, achieving compatibility with 380V low-voltage grid-connected distributed power stations [2] - The company has focused on the field of new energy information management for over ten years, achieving significant R&D results and holding 108 invention patents and 131 software copyrights as of June 30 [2]

养老金视角，本期较上一期持股增加的养老金基金共计1个，即基本养老保险基金二一零一组合，持股 增加占比达0.1%。 险资方向，本期较上一期持股增加的险资共计2个，包括中国平安人寿保险股份有限公司-投连-个险投 连、瑞众人寿保险有限责任公司-自有资金，持股增加占比达0.6%。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 2025年8月23日，国能日新(301162.SZ)发布2025年半年度报告。截至2025年8月22日，共有21个机构投 资者披露持有国能日新A股股份，合计持股量达2136.07万股，占国能日新总股本的17.77%。其中，前 十大机构投资者包括安义厚源广汇投资合伙企业(有限合伙)、中国建设银行股份有限公司-诺德价值优势 混合型证券投资基金、中国平安人寿保险股份有限公司-投连-个险投连、基本养老保险基金二一零一组 合、瑞众人寿保险有限责任公司-自有资金、华夏新兴经济一年持有混合A、诺德周期策略混合、广发 新能源精选股票A、诺德价值发现、平安匠心优选混合A，前十大机构投资者合计持股比例达16.75%。 相较于上一季度，前十大机构持股比例合计下跌了3.58个百分点。 公募基金 ...

Group 1 - The company, Guoneng Rixin, announced plans to increase the guarantee limit for its subsidiaries with a debt-to-asset ratio exceeding 70% by RMB 50 million for the year 2025 [1] - As of the announcement date, the total external guarantee balance for the company and its subsidiaries is approximately RMB 278 million, accounting for 23.99% of the latest audited consolidated equity attributable to the parent company [1] - After the approval of this guarantee, the total approved external guarantee limit for the company and its subsidiaries will be no more than RMB 550 million, representing 47.52% of the latest audited consolidated equity attributable to the parent company [1] Group 2 - For the first half of 2025, the revenue composition of Guoneng Rixin is as follows: 89.82% from the energy information technology sector and 10.18% from comprehensive energy services [1] - The current market capitalization of Guoneng Rixin is RMB 7.1 billion [1]

（编辑 李家琪） 证券日报网讯 8月22日晚间，国能日新发布公告称，公司于2025年8月22日召开第三届董事会第十六次 会议、第三届监事会第十六次会议，分别审议通过了《关于使用自有资金、银行承兑汇票等方式支付募 投项目款项并以募集资金等额置换的议案》，同意公司在募集资金投资项目实施期间根据实际情况使用 自有资金、银行承兑汇票等方式支付募投项目所需部分资金，并以募集资金等额置换。 ...

Core Points - The company Guoneng Rixin announced on August 22 that it will hold the 16th meeting of the 3rd Board of Directors and the 16th meeting of the 3rd Supervisory Board on August 22, 2025 [1] - The meetings will review and approve the proposal to use raised funds to replace pre-invested project funds and self-raised funds for issuance expenses, with a total replacement amount of 44,708,698.60 yuan [1] - The replacement includes 42,057,413.64 yuan for pre-invested project funds and 2,651,284.96 yuan for partially paid issuance expenses (excluding tax) [1]

Group 1 - The company, Guoneng Rixin, announced plans to hold the 16th meeting of the third board of directors and the 16th meeting of the third supervisory board on August 22, 2025 [2] - The company intends to apply for an increase in the guarantee limit for its subsidiaries with a debt-to-asset ratio exceeding 70% by RMB 50 million for the year 2025 [2] - The proposed increase in the guarantee limit is subject to approval at the company's shareholders' meeting in accordance with relevant regulations [2]

8月22日国能日新发布2025半年度分配预案，拟10派2.3元（含税），预计派现金额合计为3049.43万元。 派现额占净利润比例为66.33%，这是公司上市以来，累计第5次派现。 公司上市以来历次分配方案一览 | 日期 | 分配方案 | 派现金额合计（亿元） | 股息率（%） | | --- | --- | --- | --- | | 2025.06.30 | 10派2.3元（含税） | 0.30 | 0.44 | | 2024.12.31 | 10转增2派4.7元（含税） | 0.47 | 1.08 | | 2023.12.31 | 10派4.5元（含税） | 0.45 | 0.60 | | 2022.12.31 | 10转增4派5.5元（含税） | 0.39 | 0.81 | | 2021.12.31 | 10派4.5元（含税） | 0.32 | | 两融数据显示，该股最新融资余额为6059.22万元，近5日减少522.60万元，降幅为7.94%。 按申万行业统计，国能日新所属的计算机行业共有16家公司公布了2025半年度分配方案，派现金额最多 的是思维列控，派现金额为8.01亿元，其次是道通科技、柏楚 ...

（编辑 任世碧） 证券日报网讯 8月22日晚间，国能日新发布2025年半年度报告摘要称，2025年半年度公司实现营业收入 320，688，411.59元，同比增长43.15%；归属于上市公司股东的净利润为45，973，164.88元，同比增 长32.48%。 ...

Core Insights - Company achieved a revenue of 320.69 million yuan, representing a year-on-year growth of 43.15%, and a net profit attributable to shareholders of 45.97 million yuan, up 32.48% year-on-year [1] - The company proposed a mid-term dividend plan, distributing 2.30 yuan per 10 shares (including tax), reflecting a commitment to return value to investors [1] Business Performance - The company's core business in renewable energy power forecasting generated revenue of 205 million yuan, a 55.14% increase year-on-year, accounting for 63.96% of total revenue [2] - The number of serviced power stations increased by 1,116, totaling 5,461, with a year-on-year growth rate of 26%, maintaining industry-leading market share [2] - The company maintained the top position in accuracy ratings for 24 consecutive months in a program organized by the Southern Power Grid [2] Technological Innovation - R&D investment reached 52.57 million yuan, representing 16.39% of revenue, with an average R&D investment ratio of 18.55% over the past three years [2] - The company developed the "Kuangming" renewable energy model 2.0, improving wind and solar power forecasting accuracy by 1-1.5% in certain regions [2] - The company holds 108 invention patents and 131 software copyrights, showcasing significant technological innovation [2] Emerging Business Development - The company introduced an AI-driven electricity trading decision support platform, currently operational in several provinces, enhancing automated pricing strategies [3] - The energy storage and virtual power plant business is expanding, with a smart energy management system compatible with gigawatt-level storage stations [3] - The company is actively investing in the industry chain, holding stakes in companies to enhance business synergy and improve the renewable energy information industry layout [3] Market Expansion - The microgrid business is advancing in both domestic and international markets, with successful projects enhancing photovoltaic consumption [4] - The company presented at the National Energy Internet Conference, emphasizing the integration of AI, renewable energy, and digital economy for industry transformation [4] - Through stable growth in core businesses and rapid breakthroughs in emerging sectors, the company is building a comprehensive renewable energy service system for sustainable development [4]