Financial Performance - The company's operating revenue for Q1 2025 was ¥666,685,172.94, a slight decrease of 0.12% compared to ¥667,505,407.63 in the same period last year[5] - Net profit attributable to shareholders was ¥3,370,908.82, representing a significant increase of 117.53% from a loss of ¥19,227,215.14 in the previous year[5] - The net cash flow from operating activities was -¥205,407,212.38, showing a minor improvement of 0.82% compared to -¥207,097,199.72 in the same period last year[5] - Total operating revenue for the current period is ¥666,685,172.94, a slight decrease from ¥667,505,407.63 in the previous period, representing a decline of approximately 0.12%[23] - Net profit for the current period is a loss of ¥10,237,521.65, an improvement compared to a loss of ¥46,877,267.62 in the previous period[24] - The company reported a net profit attributable to the parent company of ¥3,370,908.82, contrasting with a loss of ¥19,227,215.14 in the previous period[24] - The total comprehensive income attributable to the parent company was 2,673,708.82, compared to a loss of 52,518,515.14 in the previous period[25] - Basic and diluted earnings per share were both 0.0031, recovering from a loss of 0.0180 in the previous period[25] Assets and Liabilities - The company's total assets decreased by 6.74% to ¥9,132,492,223.27 from ¥9,792,773,457.42 at the end of the previous year[5] - Total assets decreased to ¥9,132,492,223.27 from ¥9,792,773,457.42, indicating a reduction of approximately 6.73%[22] - Total liabilities decreased to ¥2,592,450,706.98 from ¥3,241,797,219.48, reflecting a decline of about 20.05%[22] - Non-current assets totaled ¥3,724,033,809.68, down from ¥4,004,838,767.98, a decrease of approximately 6.97%[22] Cash Flow - The company's cash and cash equivalents at the end of the period amount to ¥1,829,120,171.21, down from ¥1,927,299,576.86 at the beginning of the period[20] - Cash inflow from operating activities was 1,226,081,413.02, slightly up from 1,211,005,247.09 in the previous period[27] - Cash outflow from operating activities totaled 1,431,488,625.40, compared to 1,418,102,446.81 in the previous period[27] - Cash outflow from investing activities was 453,861,991.17, significantly higher than 186,483,529.30 in the previous period[28] - Cash inflow from financing activities was 220,658,033.73, slightly down from 224,970,000.00 in the previous period[28] - The ending cash and cash equivalents balance was 942,461,989.36, down from 1,385,467,886.86 in the previous period[28] Shareholder Information - The total number of common shareholders at the end of the reporting period is 27,081[16] - The largest shareholder, Wuxi Puhua Equity Investment Partnership, holds 11.70% of shares, totaling 126,402,660 shares, with 69,371,944 shares pledged[16] - The second-largest shareholder, Shanghai Yunxin Venture Capital, holds 10.75% of shares, totaling 116,099,800 shares[16] - The top ten shareholders collectively hold a significant portion of the company's equity, with the largest ten shareholders holding a total of 426,000,000 shares[16] - The company has identified several shareholders as acting in concert, which may influence future corporate governance decisions[17] Investment and Expenses - Investment income rose by 53.95% to ¥11,217,784.00, attributed to increased earnings from joint ventures[13] - Research and development expenses increased to ¥121,437,903.12 from ¥119,043,694.02, representing an increase of approximately 2.01%[24] - The company reported a 151.99% increase in inventory, primarily due to increased contract performance costs[11] Business Operations - The energy digitalization business continued to grow steadily, with significant progress in AI, new energy management, and power marketization, although revenue and profit are expected to peak in the second half of the year[6] - The "New Electric Path" charging platform expanded its network and user connections, significantly reducing operational losses compared to the previous year[6] - The scale of the company's electricity trading business exceeded 700 million kWh, achieving over 100% year-on-year growth due to the application of AI trading models[6]

据记者梳理，朗新集团对非核心业务进行剥离是此次净利润亏损的主要原因之一。例如，朗新集团通过 果断清理电视机顶盒、数字城市、工业互联网等非核心资产，实现从"多元扩张"到"垂直深耕"的范式跃 迁，促进经营性净现金流高达5.54亿元，也印证了业务瘦身后运营质量的实质性提升。 朗新集团表示，在"双碳"目标与能源革命双重驱动下，公司战略取舍逻辑愈发清晰，将甩掉低效产能 的"旧包袱"，紧握AI与数智化的"新钥匙"。 朗新集团表示，这种以短期阵痛换取长期价值的战略决心，恰为其在"双碳"市场中轻装上阵奠定基础， 即聚焦能源数智化与能源互联网业务，并加速转化为"AI+能源"的产业革新势能。 （文章来源：证券日报） 目前，朗新集团已经为大型电网公司、29个省级区域提供用电数字化解决方案，全面参与国网新一代营 销系统开发及负荷管理、电力市场等创新应用，服务超5亿个终端用户，并打造"线下服务+线上运营"的 独特模式，助力源网荷储协同升级。 近日，朗新科技集团股份有限公司（以下简称"朗新集团"）发布2024年年度报告。报告期内，公司实现 营业收入44.79亿元；归属于上市公司股东的净利润亏损2.5亿元。 随着我国落实"双碳"行动和高质 ...

一、主要会计数据和财务指标 前十大流通股东累计持有： 57913.74万股，累计占流通股比： 40.24%，较上期变化： -2276.53万股。 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | -0.4800 | -0.6300 | 23.81 | -0.2400 | | 每股净资产（元） | 0 | 1.61 | -100 | 1.07 | | 每股公积金(元) | 2.7 | 2.7 | 0 | 1.86 | | 每股未分配利润(元) | -2.67 | -2.19 | -21.92 | -1.90 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 20.11 | 24.59 | -18.22 | 32.24 | | 净利润(亿元) | -6.86 | -8.99 | 23.69 | -2.9 | | 净资产收益率(%) | -34.56 | -34.39 | -0.49 | -20.53 | 数据四舍五入，查看更多 ...

Core Viewpoint - Langxin Group reported a revenue of 4.479 billion yuan for 2024, a year-on-year decrease of 5.24%, and a net profit attributable to shareholders of -250 million yuan, marking a shift from profit to loss [2][5] Business Restructuring - The company has fully optimized and restructured its non-core businesses, including the divestiture of TV set-top boxes, digital cities, digital foreign trade, and industrial internet [3] - The restructuring is expected to have no further impact on the company's performance, allowing it to operate more efficiently starting in 2025 [3] Financial Impact - The strategic focus on core business led to a one-time financial impact of approximately 488 million yuan due to goodwill impairment, inventory impairment, and the capitalization of prior costs [2][5] - This restructuring resulted in the company's first loss since its listing, which may cause short-term market fluctuations but is seen as a necessary step for long-term growth [5] Energy Digitalization - In the energy digitalization sector, the company provided software solutions and digital services to major clients like State Grid and Southern Power Grid, achieving a gross margin of 33.99%, down 6.35% year-on-year [3][4] - The decline in gross margin is attributed to increased costs from expanding into new markets and developing new product lines, including AI and data platforms [4] Energy Internet Growth - The energy internet business generated 1.804 billion yuan in revenue, a year-on-year increase of 17.63, driven by rapid growth in power market transactions and AI applications [4] - The company is focusing on creating operational scenarios for electricity services, such as life payment and virtual power plants [4] AI Strategy - The establishment of an AI research institute in 2023 aims to enhance capabilities in energy market trading predictions and applications of AI in energy systems [6][9] - AI technology is expected to significantly improve operational efficiency and support the transition to a new energy system, addressing challenges in energy structure changes [7] Future Directions - The company plans to accelerate its transformation into an AI-driven technology energy enterprise, enhancing R&D investments in AI and applying it across business innovations [8][9] - Future strategies include transitioning from project-based software services to a platform-based energy operation model, focusing on AI applications in energy resource management [9]

4月21日晚间，朗新集团（300682.SZ）发布2024年年度报告，公司实现营业收入44.79亿元；实现归属 于上市公司股东的净利润-2.5亿元；能源互联网业务实现营收18.04亿元，同比增长17.63%。 朗新集团2024年度出现亏损，对非核心业务的剥离和重组是此次亏损的原因。这一举措引起了外界对公 司的关注。 尽管报告期内业绩受非核心业务剥离影响短期承压，但朗新集团通过果断清理电视机顶盒、数字城市、 工业互联网等非核心资产，实现从"多元扩张"到"垂直深耕"的范式跃迁。经营性净现金流5.54亿元的强 劲表现，也印证了业务瘦身后运营质量的实质性提升。 这种以短期阵痛换取长期价值的战略决心，恰为其在"双碳"主战场轻装上阵奠定基础——聚焦的能源数 智化与能源互联网业务，正加速转化为"AI+能源"的产业革新势能。 "双碳"战略下能源转型的破局之道 随着我国"双碳"战略和高质量发展目标向纵深推进，我国能源体系面临安全、经济、绿色协同发展的深 层挑战。当前，国家正加速构建新型电力系统基础设施，深化的电力体制改革。 因此产业演进呈现鲜明特征，电力能源和数字化技术正在不断融合，形成以市场化导向为牵引、数智化 能力为支撑、 ...

证券代码：300682 证券简称：朗新集团 朗新科技集团股份有限公司 投资者关系活动记录表 | 投资者关系 | 特定对象调研 电话会议 | | --- | --- | | 活动类别 | | | 参与单位名 | 中金公司、长江证券、中信建投证券、中泰证券、国泰海通、 | | 称及人员姓 | 广发证券、瑞银证券、摩根士丹利、富瑞金融、华商基金、金 | | 名 | 鹰基金等多家国内外券商及投资机构人员参加了本次沟通交流 | | | 会，参会人员共计 80 余人。 | | 时间 | 年 月 日 2025 4 22 15:00~16:00 | | 地点 | 电话会议 | | 上市公司接 | 董事会秘书王慎勇 | | 待人员姓名 | 投资者关系总监王彬彬 | | | 证券事务代表王利 | | | 会议主要交流内容： | | | 董秘王慎勇先生首先对公司 2024 年度业绩情况及业务进展 | | | 向投资者做了总体介绍： | | 投资者关系 | 2024 年度，公司聚焦能源数智化、能源互联网双轮发展战 | | | 略，大力投入 AI 技术研究与应用，推动公司从客户业务驱动到 | | 活动主要内 | AI 技术驱动，从项目 ...

Core Insights - The company reported a total revenue of 4.479 billion yuan in 2024, a year-on-year decrease of 5.24% [1] - The net profit attributable to shareholders was -250 million yuan, a decline of 141.44% year-on-year, while the net profit excluding non-recurring items was -278 million yuan, down 152.14% [1] - The significant drop in financial performance was largely attributed to the restructuring and divestiture of non-core businesses [4] Financial Impact of Non-Core Business Divestiture - The divestiture of non-core businesses such as set-top boxes, digital cities, digital foreign trade, and industrial internet resulted in a one-time financial impact of approximately 488 million yuan, including goodwill impairment and the capitalization of prior costs [4] - Despite the management's assertion that the financial indicators of core businesses in energy digitalization and energy internet remained stable, the short-term financial pressure is still significant [4] - The operating cash flow for the reporting period was 555 million yuan, reflecting a year-on-year decrease of 15.84%, indicating challenges in cash flow management [4] Performance in Energy Digitalization - Revenue from the energy digitalization sector decreased by 7.51% to 2.147 billion yuan, primarily due to the revenue decline during the restructuring process [5] - The company has made significant investments in technological innovation, shifting its technical architecture to "cloud + AI," but this has not yet translated into revenue growth [5] - Future revenue recovery will depend on the company's ability to leverage technological innovation and expand into new business areas [5] Growth in Energy Internet Sector - The energy internet business achieved a revenue of 1.804 billion yuan in 2024, marking a year-on-year growth of 17.63% [6] - Key achievements include over 500 million users for utility payment services and nearly 20 million daily active users, as well as significant growth in the new electric vehicle charging business [6] - The company has also made strides in virtual power plants and market transactions, with a total trading volume exceeding 1.9 billion kWh, representing a growth of over five times year-on-year [6] Overall Outlook - The company faces considerable financial pressure in 2024 but has made notable progress in the energy internet sector through a focus on core businesses and increased investment in technology [6] - The ability to achieve sustainable development will depend on the dual drivers of energy digitalization and energy internet [6]

Group 1 - The core viewpoint of the news is the disclosure of the shareholding structure of Langxin Group as of April 21, 2025, highlighting significant institutional investor participation [1] - A total of 232 institutional investors hold shares in Langxin Group, with a combined holding of 583 million shares, representing 53.75% of the total share capital [1] - The top ten institutional investors account for 50.05% of the total shares, with a slight decrease of 0.29 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, Zhejiang Merchants Huijin Quantitative Selection Stock A, reported a decrease in holdings compared to the previous quarter [2] - A total of 221 new public funds were disclosed this quarter, including several notable funds such as Quan Guo Xu Yuan Three-Year Holding Period Mixed A and Southern CSI 1000 ETF [2] - One foreign fund, Yue Qi Capital Limited, also reported a decrease in holdings, with a reduction rate of 0.28% [2]

前十大流通股东累计持有： 55876.87万股，累计占流通股比： 53.14%，较上期变化： 96.77 万股。 | 名称 | 持有数量(万股) | 占总股本比例(%) | 增减情况(万股) | | --- | --- | --- | --- | | 无锡朴华股权投资合伙企业(有限合伙) | 12640.27 | 12.02 | 不变 | | 上海云鑫创业投资有限公司 | 11609.98 | 11.04 | 不变 | | Yue Qi Capital Limited | 7181.15 | 6.83 | -308.51 | | 上海云钜创业投资有限公司 | 6349.21 | 6.04 | 不变 | | 无锡群英股权投资合伙企业(有限合伙) | 3824.54 | 3.64 | 不变 | | 无锡杰华投资合伙企业(有限合伙) | 3079.61 | 2.93 | 不变 | | 香港中央结算有限公司 | 2902.60 | 2.76 | 405.28 | | 无锡易朴投资合伙企业(有限合伙) | 2884.55 | 2.74 | 不变 | | 罗惠玲 | 2740.33 | 2.61 | 不变 | | 无锡曦 ...

Financial Performance - The company's operating revenue decreased by approximately 5.24% during the reporting period[4] - The net profit attributable to shareholders of the listed company recorded a loss, primarily due to a one-time financial impact of approximately 488 million RMB from the restructuring of non-core businesses[4] - The company's operating revenue for 2024 was ¥4,479,343,609.52, a decrease of 5.24% compared to ¥4,727,289,210.10 in 2023[18] - The net profit attributable to shareholders for 2024 was -¥250,277,338.89, representing a decline of 141.44% from ¥603,945,488.22 in 2023[18] - The net cash flow from operating activities decreased by 15.84% to ¥553,786,774.78 in 2024 from ¥657,986,824.69 in 2023[18] - The total assets at the end of 2024 were ¥9,792,773,457.42, down 1.86% from ¥9,978,148,404.43 at the end of 2023[18] - The net assets attributable to shareholders decreased by 10.53% to ¥6,818,402,052.61 at the end of 2024 from ¥7,621,006,322.84 at the end of 2023[18] - The basic earnings per share for 2024 was -¥0.23, a decline of 141.07% compared to ¥0.56 in 2023[18] - The company reported a total of ¥27,692,452.48 in non-recurring gains and losses for 2024, down from ¥70,781,898.02 in 2023[26] - The company experienced a significant loss in the fourth quarter of 2024, with a net profit attributable to shareholders of -¥410,433,273.33[21] - The weighted average return on equity for 2024 was -3.47%, a decrease from 8.17% in 2023[18] Dividend and Shareholder Returns - The company plans to distribute a cash dividend of 2.50 RMB per 10 shares (including tax) based on a total of 1,078,235,821 shares[5] - In 2024, the company distributed cash dividends of 2.80 yuan per 10 shares, totaling over 300 million yuan, as part of its commitment to shareholder returns[106] - The total cash dividend amount, including share repurchase, is RMB 408,785,066.16, which accounts for 100% of the total profit distribution[139] - The company aims for a cash dividend policy that ensures at least 15% of the distributable profit is distributed as cash dividends when conditions allow[136] - The company plans to maintain a stable cash dividend distribution, with a cumulative cash distribution of at least 30% of the average annual distributable profit over the last three years[136] Market and Business Strategy - The main business indicators for energy digitalization and energy internet remained stable, with enhanced market competitiveness in the power energy sector[4] - The company aims to become a leading AI-driven technology energy enterprise, focusing on energy digitalization and energy internet strategies[39] - The company has established various electricity service platforms, including life payment, charging aggregation, and virtual power plants, to facilitate platform-based electricity trading[37] - The company utilizes AI technology to enhance customer service efficiency and improve load forecasting accuracy in electricity marketing and trading[31] - The company plans to continue to expand its platform-based electricity trading business, aiming for rapid growth in trading scale through deep integration of various load demands and energy assets[102] Research and Development - The company has over 1500 patents and software copyrights, with more than 500 patent applications in 2024[43] - The company’s R&D investment for 2024 amounted to ¥536,574,247.64, representing 11.98% of operating revenue, an increase from 11.00% in 2023[66] - The company aims to enhance AI model training capabilities and support applications in the power industry through major R&D projects[64] - The AI large model training project has been completed, focusing on integrating model applications and enhancing service capabilities[64] - The company is investing 200 million RMB in R&D for new technologies aimed at enhancing product efficiency and user experience[185] Operational Efficiency - The company reported a total of RMB 29,934,854.89 in raised funds used during the year, with a cumulative total of RMB 794,896,464.86, including interest income after bank fees of RMB 6,554,955.43[88] - The company achieved over 1,600 visualized results from data projects, estimating a labor cost saving of several million yuan[65] - The company has successfully reduced operational costs by 8% through efficiency improvements in the supply chain[185] - The company is focused on building a unified model management system to enhance operational efficiency and predictive capabilities[65] Corporate Governance - The company emphasizes the independence of its operations from the controlling shareholder, maintaining a complete business system and independent operational capabilities[112] - The board of directors consists of 8 members, including 3 independent directors, ensuring a majority of independent opinions in committees[109] - The company has established a comprehensive internal control system to manage risks and ensure normal business operations[110] - The company prioritizes transparent information disclosure, adhering to relevant laws and regulations to protect shareholder rights[110] Community Engagement and Social Responsibility - The company donated 200 sets of intelligent terminal devices valued at 140,000 yuan to 8 elderly care institutions, benefiting 2,000 elderly individuals[154] - The "Pointing to the Heart - Life Care" program reached 8,728 beneficiaries, achieving a completion rate of 872.8% in promoting mental health knowledge among the elderly[154] - In April 2024, the company supported a special fund for palliative care in Wuxi, aiming to assist 150 terminally ill patients with professional services[155] - The company organized a summer camp in July-August 2024 for 62 participants, including 50 girls from Xinjiang, to broaden their horizons and promote healthy growth[157] Future Outlook - The company has provided a revenue guidance of 1.5 billion RMB for the fiscal year 2025, which reflects an expected growth of 25%[185] - The company plans to expand its market presence in Southeast Asia, targeting a 10% market share by 2025[188] - Future outlook remains positive, with a projected EBITDA margin improvement of 5% by the end of 2025[185] - The company is exploring potential acquisitions to enhance its technology portfolio, with a budget of 500 million RMB allocated for this purpose[185]