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【朗新集团(300682.SZ)】聚力数字化,多元谱芳华——首次覆盖报告(殷中枢/施鑫展/宋黎超)
光大证券研究· 2025-11-15 00:05
Core Viewpoint - The company focuses on energy digitization and energy internet strategies, leveraging AI technology to provide convenient, economical, and green electricity services [4]. Group 1: Business Strategy and Development - The company provides core business software solutions and digitization services to major clients like State Grid and Southern Power Grid, contributing to the construction of a new power system [4]. - The company has expanded its industrial matrix, with rapid development in the aggregation charging platform and electricity trading business, contributing to revenue growth [5]. - As of June 2025, the new electric aggregation charging platform has over 23 million registered users and has connected with 4,300 charging operators, with more than 2 million charging devices [5]. Group 2: Focus on Digital Business - In 2024, the company is committed to focusing on energy digitization and energy internet strategies, having divested from non-core businesses like set-top box operations [6]. - The company’s three main business pillars are energy digitization, energy internet, and internet television, with a clear future development direction supported by the Ant Group platform [6]. Group 3: Market Position and Future Outlook - The company is building an energy trading platform and utilizing AI predictive models for load and price forecasting, which will enhance its position in the electricity trading market as market reforms continue [5].