Core Viewpoint - Five companies listed on the ChiNext board have announced performance forecasts for 2025, all indicating an increase in net profit [1] Group 1: Company Performance Forecasts - Tian Su (天溯) expects a net profit increase of 10.31% with a closing price of 86.70 yuan, experiencing a decline of 14.17% year-to-date [1] - N Xin Guang (N新广) anticipates a net profit increase of 10.00%, with no closing price provided [1] - Na Bai Chuan (纳百川) forecasts a net profit increase of 9.72% and a closing price of 79.58 yuan, down 30.80% year-to-date [1] - Xin Heng Hui (新恒汇) projects a net profit increase of 4.66% with a closing price of 65.96 yuan, up 57.49% year-to-date [1] - Nan Wang (南网) expects a net profit increase of 2.76% with a closing price of 18.85 yuan, up 2.00% year-to-date [1] Group 2: Industry Insights - The companies span various industries, including social services, basic chemicals, automotive, electronics, and computer technology [1]

Core Viewpoint - The article emphasizes the importance of digital and intelligent empowerment in co-creating the future of the digital power grid industry, highlighting the initiatives and collaborations led by China Southern Power Grid [1]. Group 1: Event Overview - The Southern Power Grid Co-chain Activity focuses on the modern industrial chain for the digital power grid, showcasing technological advancements and collaborative efforts [1]. - The event is organized by China Southern Power Grid Co., with participation from its digital grid group and research institute [3]. Group 2: Future Initiatives - The 2025 Digital and Intelligent Empowerment Technology Exchange aims to foster innovation and development in the digital power grid sector [1]. - The conference serves as a platform for sharing insights and strategies related to digital grid technologies [3].

Core Viewpoint - The article emphasizes the importance of digital and intelligent empowerment in co-creating the future of the digital power grid industry, highlighting the initiatives and collaborations led by Southern Power Grid [1]. Group 1 - The Southern Power Grid Company hosted a conference focused on the modern industrial chain for digital power grid technology, showcasing its commitment to innovation and collaboration in the sector [1]. - The event included a technology exchange and media briefing aimed at discussing advancements and future strategies for digital empowerment by 2025 [1]. Group 2 - The conference was organized by the Southern Power Grid Co., with support from its digital grid group and research institute, indicating a strong institutional backing for the initiatives discussed [2][3]. - The event took place in Beijing at the People's Daily, reflecting the significance of the topic within the national context and its relevance to broader industry trends [2][3].

Core Viewpoint - The company is focusing on the application of quantum technology specifically for the needs of the electric power energy industry, utilizing advanced measurement techniques for high-precision monitoring of electric current [2] Group 1: Quantum Technology Application - The company's quantum technology employs three-wave mixed-frequency microwave positioning technology and dual-channel magnetic resonance frequency differential decoupling measurement for temperature drift suppression [2] - The technology leverages quantum effects, including energy level transition for high precision and quantum tunneling effects for high-speed magnetic resistance measurement [2] - The company has mastered the key technologies for the design, manufacturing, and application of electric power quantum sensors, which are primarily used in digital grid intelligent sensing devices [2] Group 2: Implementation and Optimization - The quantum sensors have already been put into use and are undergoing continuous optimization [2] - Detailed information regarding the technology and its applications can be found in the company's prospectus [2]

招商证券股份有限公司 关于南方电网数字电网研究院股份有限公司 2025 年度持续督导培训情况报告 招商证券股份有限公司（以下简称"招商证券"或"保荐机构"）根据《深 圳证券交易所上市公司自律监管指引第 13 号——保荐业务》和《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》等相关法律法规 的要求，对南方电网数字电网研究院股份有限公司（以下简称"南网数字"、"公 司"）的董事、高级管理人员以及控股股东法定代表人等相关人员进行了 2025 年度持续督导培训，本次培训的具体情况如下： （以下无正文） 2 （此页无正文，为《招商证券股份有限公司关于南方电网数字电网研究院股份有 限公司 2025 年度持续督导培训情况报告》之签章页） 保荐代表人： 赵海明 陈春昕 | 培训时间 | 2025 年 12 月 25 日 | | --- | --- | | 培训地点 | 公司会议室，并采取现场和线上远程会议相结合的方式 | | 培训主题 | 《股票交易、信息披露、募集资金使用等注意事项》 | | 培训讲师 | 赵海明 | | 参训人员 | 控股股东法定代表人，公司董事、高级管理人员及关键岗位人员 | ...

Group 1 - The company focuses on quantum technology applications specifically for the power energy sector, utilizing three-wave mixing microwave frequency positioning technology and dual-channel magnetic resonance frequency differential decoupling measurement for temperature drift suppression [2] - The company has mastered the key technologies for the design, manufacturing, and application of electric power quantum sensors, which are primarily used in digital grid intelligent sensing devices [2] - The quantum sensors enable ultra-high precision monitoring of current, leveraging advantages from quantum effects such as energy level transition and quantum tunneling for high-speed measurements [2]

Group 1 - The core viewpoint of the article is that Nanfang Digital (SZ 301638) has provided insights into its revenue composition for the first half of 2025 during a research meeting with analysts from Guotai Junan Securities [1] - As of the report, Nanfang Digital's market capitalization is 63.2 billion yuan [1] Group 2 - The revenue composition for Nanfang Digital in the first half of 2025 is as follows: - Digital grid intelligent operation system: 18.11% - Enterprise operation management system: 15.76% - Cloud-integrated basic platform: 13.48% - Intelligent gateway business - distribution intelligent gateway: 12.03% - Data center (IDC) business: 11.33% - Enterprise asset management system: 10.54% - Digital grid IoT sensing devices - sensors: 8.67% - Digital grid IoT sensing devices - other: 5.22% [1]

Group 1: Financial Performance - In 2024, the company's revenue reached CNY 6.09 billion, a year-on-year increase of 43.81%, with a net profit of CNY 574 million, up 52.20% [2] - The expected decline in 2025's performance is attributed to a high base effect and a slowdown in major client investments, particularly from Southern Power Grid [2] - As of June 30, 2025, the company had a total order backlog of CNY 8.04 billion, with revenue recognition expected to align with project implementation cycles of 6-18 months [3] Group 2: Future Growth Prospects - The growth outlook for 2026 and beyond will be driven by the ongoing digital transformation in the power energy sector, supported by national strategies like "Digital China" and "New Power System" [3] - The company plans to expand its customer base across various sectors, including transportation, water, gas, and public administration, to diversify its revenue sources [3] Group 3: Product Development - The "Fuxi" chip is primarily aimed at distribution network protection and monitoring, with applications in distribution automation and low-voltage smart switches [3] - The "Dawatt" model focuses on production application-driven models, while the "Dianhong" operating system is designed for customized technical services related to its core modules [3]

Core Viewpoint - The company has developed a green, low-carbon, and efficient liquid cooling technology that significantly reduces energy consumption in data centers [2] Group 1 - The new data center architecture is characterized by low energy consumption, high compatibility, and strong adaptability [2] - The technology enables dynamic and precise control of cooling capacity, overcoming the limitations of traditional media [2] - Detailed product information can be found in the company's prospectus [2]

证券代码：301638 证券简称：南网数字 公告编号：2025-009 南方电网数字电网研究院股份有限公司 关于 2025 年第四次临时股东会决议的公告 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。 特别提示： 1.本次股东会不存在否决提案的情形。 2.本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 — 1 — 6.本次会议的召集、召开符合《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、行政法规、部 门规章、规范性文件及《公司章程》的有关规定。 1.会议召开时间 现场会议召开时间：2025 年 12 月 25 日（星期四）14:30； 网络投票时间：2025 年 12 月 25 日（星期四），其中，通过深 圳证券交易所交易系统进行网络投票的具体时间为 2025 年 12 月 25 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联 网投票系统投票的具体时间为 2025 年 12 ...