1H25 业绩基本符合市场预期 公司公布1H25 业绩：公司1H25 收入15.4 亿元，同比-0.39%；归母净利润2864 万元，同比-23.0%； 2Q25 收入8.76 亿元，同比-0.6%，归母净利润2527 万元，同比-55.2%。1H25 业绩基本符合市场预期。 RWA 迎历史性发展机遇，看好公司乘势而上。2024 年8 月，公司与蚂蚁数科合作在香港完成全国首单 基于新能源资产的RWA，以新电途平台上的部分充电桩作为锚定资产。我们认为新能源RWA 为众多优 质新能源资产提供了创新的融资方式；随着电力市场加速，公司有望链接服务更多的风光储充等新能源 资产，帮助广大中小运营商盘活存量资产，形成"融资-运营-收益"的良性循环。 盈利预测与估值 考虑电力市场建设明显提速，我们上调25/26 年盈利预测26.1%/30.9%至4.27/5.76 亿元，当前股价对应 25/26 年58.2x /43.1x P/E。维持跑赢行业评级，考虑AI 大模型投入打开远期业绩释放空间，叠加RWA 带 动估值中枢上移，切换估值至26 年，上调目标价70.5%至24.9 元，对应26 年46.7xP/E，隐含8.4%的上行 ...

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 | 鹏华基金、诺德基金、朱雀基金、中金公司、中信建投、华泰 | | 称及人员姓 | 证券、天风证券、民生证券、长江证券、开源证券、国金证 | | | 券、华西证券等多家券商及投资机构人员参加了本次沟通交流 | | 名 | 会，参会人员共计 90 余人。 | | 时间 | 年 月 日 2025 8 21 20:30~21:30 | | 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 2025 年半年度业绩情况及业务 进展向投资者做了总体介绍： | | | 朗新科技集团聚焦能源数智化、能源互联网双轮发展战 | | 投资者关系 | 略，致力于成为一家 AI 驱动、Web3.0 赋能的领先的能源科技 | | 活动主要内 | 企业，通过构建链接海量电力负荷用户 ...

转自：证券时报 人民财讯8月20日电，企查查APP显示，近日，西藏三晖能源科技有限公司成立，法定代表人为唐国 勇，注册资本为1000万元，经营范围包含：储能技术服务；电池零配件生产；电池零配件销售；变压 器、整流器和电感器制造；物联网技术研发等。企查查股权穿透显示，该公司由三晖电气旗下深圳三晖 能源科技有限公司、上海三晖新能能源科技有限公司等共同持股。 ...

人民财讯8月12日电，企查查APP显示，近日，深圳广储能源科技有限公司成立，注册资本1.5亿元，经 营范围包含：软件销售；新材料技术推广服务；大数据服务；合同能源管理等。企查查股权穿透显示， 该公司由赣锋锂业（002460）旗下深圳易储能源科技有限公司全资持股。 ...

Core Viewpoint - The company plans to issue a renewable corporate bond with a total face value of up to 2.5 billion RMB to broaden financing channels, optimize debt structure, and reduce financing costs [1][2][3] Group 1: Bond Issuance Details - The renewable corporate bond will be publicly issued to professional investors on the exchange, with a total registered scale not exceeding 2.5 billion RMB [1][2] - The bond will have a basic term of no more than 5 years and can be a single-term or a mixed-term product [2] - The bond will have a fixed interest rate during the initial term, with the specific rate determined based on market conditions [2] Group 2: Fund Utilization - The funds raised from the bond issuance are intended for debt repayment, working capital, project construction and operation, project capital, and equity contributions [2][3] Group 3: Authorization and Decision Validity - The board of directors seeks authorization from the shareholders' meeting to handle all matters related to the bond issuance, including adjustments to the issuance terms based on market conditions [2][3] - The resolution for the bond issuance is valid for 36 months from the date of the shareholders' meeting decision [3] Group 4: Impact on the Company - The issuance of renewable corporate bonds will help broaden financing channels, optimize the debt structure, and lower financing costs without significantly impacting the company's normal operations or harming shareholder interests [3]

Core Insights - The Fourth Conference on Carbon Capture, Utilization, and Storage (CCUS) technology will be held from July 29 to 31, 2025, in Urumqi, Xinjiang, with over 300 experts and scholars participating [1][2] Group 1: Conference Overview - The conference is guided by the China 21st Century Agenda Management Center and hosted by Xinjiang University and the China Sustainable Development Research Association [1] - Keynote speeches will be delivered by prominent academicians and experts, focusing on CCUS technology innovation and industrial application [3] Group 2: Strategic Importance of CCUS - The conference emphasizes the strategic significance of accelerating the development of CCUS technology in the context of global climate change and China's dual carbon goals [2] - CCUS is identified as a critical technological pathway for achieving carbon neutrality and supporting the green transformation of high-carbon industries [2] Group 3: Topics and Discussions - The conference will cover various topics including policy mechanisms, cutting-edge advancements, and engineering practices related to CCUS technology [2][4] - Roundtable discussions will address key issues such as the demand for carbon neutrality technology, the positioning and prospects of CCUS technology, and international cooperation in CCUS [3] Group 4: Academic and Industry Collaboration - The conference features seven specialized sub-forums that comprehensively cover the entire innovation and application chain of CCUS technology [4] - Experts from top universities and leading energy companies will share the latest research findings, showcasing both fundamental research breakthroughs and engineering practice cases [4]

Group 1 - Tianjin Ente Energy Technology Co., Ltd. has launched the "Blade" series of all-silicon carbide inverters, which significantly enhance energy efficiency and adaptability in energy storage stations, achieving a 50% reduction in energy loss, a 66.67% weight reduction, and a 600% increase in power density [1] - The Tianjin innovation-driven development strategy is supported by the establishment of science and technology parks, which provide a nurturing environment for research institutions and technology companies [1] - In 2024, Tianjin's overall R&D investment intensity is projected to reach 3.58%, placing it among the top cities globally in the "Nature Index - Research Cities" ranking [1] Group 2 - Tianjin is leveraging its rich educational resources to promote deep integration between local universities and science and technology parks, facilitating the reform of technology achievement rights and benefits [2] - The Tianjin Science and Technology Bureau is implementing six operational mechanisms in the Tianjin Kaikai Park to optimize project selection, cultivation, and market transition of technological achievements [2] - Last year, Tianjin's technology contract transaction volume exceeded 200 billion yuan, marking a growth of over 10% [2] Group 3 - The Beijing-Tianjin Zhongguancun Technology City is enhancing its industrial ecosystem by adopting 203 services from Beijing's Zhongguancun, facilitating efficient production and operation for companies [3] - Tianjin is focusing on building a complementary and collaborative science and technology park system, strengthening cooperation with various industrial parks in Beijing [3] - In 2024, the transaction volume of technology contracts between Tianjin and the Beijing-Hebei region is expected to grow by over 35% [3] Group 4 - Tianjin aims to continuously promote the development of science and technology parks like Tianjin Kaikai, optimizing policies and service offerings to accelerate the transformation of achievements and upgrade industries [4]

Core Viewpoint - The article discusses the challenges faced by state-owned enterprises in China regarding asset valuation in the context of technological innovation, highlighting the need for improved evaluation methods and regulatory frameworks to adapt to rapid technological advancements [1][10][38]. Group 1: Challenges in Asset Valuation - The speed of technological advancement has outpaced the ability of existing evaluation systems to adapt, leading to difficulties in valuing innovative technologies [2][3]. - A specific case involves a deep-sea exploration patent where the valuation process faced significant disagreements over projected market penetration rates, with the technical team predicting over 30% while evaluators suggested only 15% [6][18]. - The lack of market comparables for certain assets creates a "deadlock" in valuation, as seen in the case of a geological exploration company's data assets, which were undervalued due to the absence of transaction references [28][30]. Group 2: Regulatory Developments - The State-owned Assets Supervision and Administration Commission (SASAC) is working on revising asset evaluation management systems to provide targeted regulations for the valuation of assets in the technology innovation sector [11][38]. - New regulations allow for alternative valuation methods for "core" technologies, but practical implementation remains challenging due to existing evaluation frameworks [19][38]. - The Ministry of Finance is guiding the establishment of a comprehensive asset evaluation standard system, which includes 33 evaluation standards that must be adhered to by evaluation institutions [39][40]. Group 3: Operational Inefficiencies - The current asset evaluation process is lengthy, often taking 2 to 3 months, which discourages investment in innovative enterprises [36]. - There is a general lack of a robust evaluation methodology tailored for state-owned technology enterprises, leading to increased risks in valuation outcomes [35]. - The complexity of operational processes in state-owned venture capital further complicates investment and exit decision-making [36].

Core Viewpoint - Starbucks China has announced a strategic partnership with Envision Group to develop a digital carbon management platform aimed at reducing carbon emissions across its supply chain over the next three years [1][2]. Group 1: Strategic Partnership - The collaboration will cover 100% of Starbucks' direct suppliers and key indirect suppliers, focusing on measuring the carbon footprint of thousands of products [1][2]. - The partnership aims to create a new model of "full-chain collaborative carbon reduction" [1]. Group 2: Sustainability Initiatives - Starbucks has integrated Envision's smart IoT operating system in over 7,500 stores, enabling real-time data tracking for energy efficiency and carbon reduction [1]. - The Starbucks Coffee Innovation Park utilizes Envision's "zero-carbon integrated energy solution" to achieve energy savings, cost reduction, and carbon reduction through various measures such as solar panels and digital carbon management systems [1]. Group 3: Supply Chain Carbon Emissions - Approximately 70% of Starbucks' total carbon emissions come from suppliers, prompting the company to focus on complex supply chain carbon reduction efforts [2]. - The partnership will provide suppliers with clear insights into their carbon emissions, with pilot projects in sustainable dairy aiming for refined carbon management through green energy procurement and optimized feed management [2].

Core Insights - The article emphasizes the transformation of the Jurong City Political Consultative Conference (CPPCC) from passive duty fulfillment to proactive engagement in development through knowledge application [1][2][3] Group 1: Knowledge and Learning Initiatives - The Wenchang Academy serves as a library and a platform for idea exchange, hosting over 20 thematic activities this year, attracting more than 1,000 participants [2] - CPPCC members submitted 188 proposals and over 80 reports on public sentiment, focusing on key issues of concern to the municipal government and the public [2] Group 2: Practical Engagement and Development - CPPCC members actively engage in research and discussions on core topics such as reform empowerment and improving the business environment, showcasing their professional commitment [3] - Notable members, such as Cai Jiyan, promote Jurong's resources and business environment at various promotional events, receiving positive feedback [3] - Member Ren Ai leads a technology company to overcome technical challenges, contributing to local industrial strategies and proposing targeted initiatives for business growth [3] Group 3: Technological Innovation and Industry Development - Zhai Hongjin, Chief Engineer of Ningwu New Materials Co., focuses on technological breakthroughs, leading projects that align with international standards and save foreign exchange for the country [4] - His research on microchannel polyether polyol preparation technology has been adopted by the provincial CPPCC and submitted to the national level [4] Group 4: Enhanced Collaboration and Research - The CPPCC has upgraded its collaboration platforms to create a three-in-one system for micro-research, micro-consultation, and micro-supervision, enhancing the precision and efficiency of member duties [5] - Members have conducted over 20 field research activities, producing reports on various sectors, which have been effectively adopted [5] - The shift from waiting for tasks to proactively seeking topics reflects a renewed vigor in member engagement, positioning them as key drivers of local development [5]