证券日报网讯 12月19日，南网数字在互动平台回答投资者提问时表示，股价波动受宏观经济、市场环 境等多种因素综合影响。公司将持续聚焦主营业务发展，相关业务进展请关注公司在指定信息披露媒体 上发布的公告。 （编辑 楚丽君） ...

Core Viewpoint - The company, Nanfang Digital (301638.SZ), primarily provides digital construction comprehensive solutions for clients in the electric power and energy sectors, with its "Fuxi" series chips being specialized main control chips for electricity [1] Group 1 - The company focuses on digital solutions for the electric power industry [1] - The "Fuxi" series chips are designed specifically for power control applications [1]

Group 1 - A total of 20 companies have announced their performance forecasts for the year 2025, with 14 expecting profit increases, 2 expecting profit decreases, and 1 forecasting a loss [1][2] - The companies with the highest expected profit increase include Baiao with a projected increase of 303.57% and Lixun Precision with an expected increase of 26.09% [1] - Companies such as C. Angrui and Jinhua are forecasting profit decreases of -19.44% and -5.47%, respectively [2] Group 2 - The electronic industry has several companies forecasting profit increases, including C. Muxi with a 54.22% reduction in losses and Moer Thread with a 41.36% reduction in losses [1] - The machinery and equipment sector shows positive forecasts, with companies like Aomei and Nante expecting profit increases of 16.44% and 13.02%, respectively [1] - The power equipment industry has companies like Hongyuan and Xintong Electronics forecasting profit increases of 21.42% and 5.40%, respectively [1]

Group 1 - The core viewpoint of the news is that Nanfang Electric Power Digital Grid Research Institute Co., Ltd. has shown significant growth in revenue and net profit, indicating a strong performance in the digital grid sector [2] - As of December 18, Nanfang Digital's stock price decreased by 2.21%, with a trading volume of 438 million yuan, and a net financing purchase of 3.81 million yuan [1] - The company has a total financing and margin trading balance of 272 million yuan, which accounts for 6.09% of its market capitalization [1] Group 2 - Nanfang Digital's main business segments include digital grid, enterprise digitalization, and digital infrastructure, with the largest revenue contribution coming from digital grid IoT sensing devices at 30.37% [2] - For the period from January to September 2025, Nanfang Digital achieved a revenue of 2.779 billion yuan, representing a year-on-year growth of 31.88%, and a net profit of 158 million yuan, reflecting a substantial increase of 464.76% [2] - The number of shareholders for Nanfang Digital reached 201,700, showing a significant increase of 1,440,400% compared to the previous period [2]

Core Viewpoint - The power energy industry is accelerating its transformation towards digitalization, intelligence, and greenness, with technological innovation as the core engine driving this change [1]. Group 1: Company Overview - Nanfang Power Digital has successfully listed on the Growth Enterprise Market, marking its entry into the capital market as a leading enterprise in the digitalization of the power energy sector [1]. - As a core platform under the Southern Power Grid, Nanfang Power Digital aims to build a world-class digital and intelligent innovation platform for the power grid [2][3]. - The company has developed three major business systems: digitalization of the power grid, enterprise digitalization, and digital infrastructure, driven by AI and integrated hardware and software [4][3]. Group 2: Market Potential - The digitalization market for China's power energy sector is projected to reach 315 billion yuan in 2024, with a year-on-year growth of approximately 14.55%, and is expected to grow to 370 billion yuan in 2025, with a growth rate of 17.46% [2]. - The average annual compound growth rate from 2020 to 2025 is estimated at 10.86%, indicating a significant growth trend in the digital grid industry [2]. Group 3: Financial Performance - In 2024, Nanfang Power Digital achieved a revenue of 6.09 billion yuan and a net profit of 574 million yuan [3]. - For the first nine months of 2025, the company reported a net profit attributable to shareholders of 158 million yuan, representing a year-on-year increase of 464.76% [3]. Group 4: Technological Innovation - Nanfang Power Digital has participated in the formulation of 82 standards, including 11 international standards and 33 national standards, showcasing its industry leadership [4]. - The company has developed key technologies such as the first unified IoT operating system for power, the "Fuxi" dedicated control chip, and the world's first quantum current sensor for ultra-high voltage direct current [5][4]. Group 5: Future Development - The listing on the Growth Enterprise Market is seen as a new starting point for Nanfang Power Digital, with plans to raise 2.638 billion yuan for projects focused on digital twin platforms, intelligent sensing systems, and advanced AI applications [6]. - The company aims to enhance its core competitiveness and sustainable development capabilities, aligning with national strategies for digitalization and energy security [6][7].

证券日报网讯12月17日，南网数字（301638）在互动平台回答投资者提问时表示，公司通过互联网、大 数据、云计算、自动化、人工智能等新技术、新产业（300832）、新业态、新模式与传统产业深度融 合，推动电力能源等行业向高端化、智能化、绿色化方向发展。公司围绕数字电网重点研究布局智能终 端与先进传感技术、先进信息通信与物联网技术、人工智能及先进计算技术等技术方向，形成"云-管- 边-端-芯"核心技术和产品，具备深厚的技术积累和实践经验，为构建核心竞争力打下坚实基础。公司 所处行业基本情况及其竞争状况参见公司招股说明书。 ...

Core Insights - A total of 19 companies have announced their performance forecasts for the year 2025, with 13 expecting profit increases, 2 forecasting profit declines, and 1 predicting a loss [1] Performance Forecast Summary - **Profit Increase**: - Companies such as Bai'ao (688796) expect a profit increase of 303.57%, with a closing price of 50.25 and a year-to-date decline of 23.63% [1] - Lixun Precision (002475) anticipates a profit increase of 26.09%, with a closing price of 58.66 and a year-to-date increase of 44.73% [1] - Other notable companies with profit increases include Hongyuan (920018) at 21.42%, Aomei (920080) at 16.44%, and China Uranium (001280) at 11.42% [1] - **Profit Decline**: - Zhongcheng (920003) forecasts a profit decline of 4.14%, with a closing price of 34.15 and a year-to-date decline of 11.39% [1] - Jinhua (920015) expects a profit decline of 5.47%, with a closing price of 51.11 and a year-to-date increase of 20.86% [1] - **Loss Forecast**: - C Muxi (688802) is predicting a loss but expects to reduce losses by 54.22%, with a closing price of 829.90 [1]

Core Viewpoint - The company, Nanfang Digital (南网数字), emphasizes its commitment to providing environmentally friendly and energy-efficient computing solutions through its digital infrastructure business, which includes computing power investment, construction, and operational services [1] Group 1: Business Segments - The company operates three main business segments, with the digital infrastructure segment focusing on supporting the digitalization of the power grid and enterprise operations [1]

Group 1 - The core business of the company is focused on digitalization in the electric power energy sector [1] - The company's products are not directly applied in the space computing field [1]

（原标题：南网数字(301638.SZ)：公司目前业务不涉及可控核聚变技术相关领域） 格隆汇12月17日丨南网数字(301638.SZ)在投资者互动平台表示，公司目前业务不涉及可控核聚变技术 相关领域。 ...