Core Viewpoint - Domestic hydropower stations are replacing Western industrial control systems with domestically produced programmable logic controllers (PLCs) that utilize Loongson processors to enhance security and avoid vulnerabilities associated with networked systems [1][11]. Group 1: Industry Context - The switch to domestic PLCs signifies a broader trend in China's hydropower sector, where major facilities like the Xiluodu, Three Gorges, and Xiangjiaba hydropower stations have adopted new control systems [11]. - Historically, the PLC market has been dominated by foreign companies, with Siemens S7-300 and Schneider Premium series being commonly used in Chinese hydropower stations, which posed significant security risks [7][11]. Group 2: Technological Implications - The new PLCs developed by Aotuo Technology are based on the Loongson processor, featuring extensive communication interfaces and program space to ensure efficient operation [9][15]. - The ability to customize communication protocols and functionalities allows these PLCs to adapt to complex control scenarios, fulfilling the operational requirements of critical equipment like the tubular valve [9][11]. Group 3: Security Concerns - The reliance on foreign control systems has raised alarms about potential backdoors and vulnerabilities that could be exploited for remote control of critical infrastructure [11][13]. - Historical incidents, such as the Stuxnet virus attack on Iran's nuclear facilities, highlight the risks associated with using foreign PLCs, emphasizing the need for self-sufficiency in critical technology [13][15]. Group 4: Future Directions - The ongoing geopolitical tensions necessitate that China develops its own technology in communication and chip sectors to mitigate risks associated with foreign dependencies [17][48]. - Establishing a fully domestic ecosystem for both hardware and software is essential to eliminate potential backdoors and ensure the security of industrial control systems [46][48].

Group 1 - Longxin Zhongke announced the successful operation of the NJ400 series PLC, based on Longxin processors, at the Xiluodu Hydropower Station, replacing Schneider's Premium series and Siemens' S7-300 series PLCs, marking a significant step towards domestic control system implementation [1][3] - The Xiluodu Hydropower Station has a total installed capacity of 13.86 million kilowatts, making it the largest hydropower station on the Jinsha River, and the cylindrical valve plays a critical role in ensuring the stable operation of the power station [3][4] - The NJ400 series PLC includes a CPU main control unit, communication module, and power module, and is designed to meet the high precision control requirements of the cylindrical valve control system, supporting various communication protocols and customizable functions [3] Group 2 - The successful deployment of Longxin processors in PLCs at Xiluodu, as well as at the Three Gorges and Xiangjiaba hydropower stations, represents a breakthrough in China's key technology for hydropower equipment, enhancing the country's energy security strategy [3][4]

Core Viewpoint - Longxin Zhongke's stock price reached 130.62 yuan as of August 4, 2025, reflecting a slight increase of 0.32 yuan from the previous trading day, with a trading volume of 23,002 hands and a transaction amount of 300 million yuan, indicating a volatility of 1.24% [1] Group 1: Company Overview - Longxin Zhongke specializes in the research, development, sales, and services of processors and supporting chips, with applications in various sectors including e-government, energy, transportation, finance, telecommunications, and education [1] - The company officially launched its next-generation general-purpose processor, Longxin 3C6000, in 2025, which operates independently of any foreign technology licensing and overseas supply chains [1] Group 2: Recent Developments - The NJ400 series PLC, developed by Autotech based on Longxin processors, has been successfully put into operation at the Xiluodu Hydropower Station, replacing the previously used Schneider Premium series and Siemens S7-300 series PLCs, marking a significant step towards the complete localization of core control equipment in the hydropower station's control system [1]

Core Insights - Longxin Zhongke announced that its self-controlled NJ400 series PLC, based on Longxin processors, has been officially put into operation at the Xiluodu Hydropower Station, replacing Schneider's Premium series and Siemens' S7-300 series PLCs [1] Group 1 - The successful implementation of the NJ400 series PLC marks a significant step towards the complete localization of core control equipment for the hydropower station [1] - This development strengthens the technological foundation for the long-term safe and stable operation of the world-class hydropower station [1]