证券日报网讯 中电鑫龙（002298）10月10日在互动平台回答投资者提问时表示，公司目前暂未与阿里 巴巴在AI芯片方面展开业务合作，但公司与阿里巴巴有其他方面的业务合作，比如公司为阿里巴巴江 苏总部项目提供了智能型输配电设备产品及相关服务。 ...

Core Viewpoint - China Electric Power Xinlong (002298.SZ) has not yet engaged in business cooperation with Alibaba in the AI chip sector, but does have other business collaborations with Alibaba, such as providing smart distribution equipment and related services for Alibaba's Jiangsu headquarters project [1] Group 1 - The company is currently not involved in AI chip collaboration with Alibaba [1] - The company has existing business partnerships with Alibaba in other areas [1] - The company supplies smart distribution equipment products and services to Alibaba's Jiangsu headquarters project [1]

中电鑫龙10月10日在互动平台表示，公司目前暂未与阿里巴巴在AI芯片方面展开业务合作，但公司与 阿里巴巴有其他方面的业务合作，比如公司为阿里巴巴江苏总部项目提供了智能型输配电设备产品及相 关服务。 ...

Group 1: Business Strategy and Focus Areas - The company focuses on three main business strategies: strengthening smart energy, stabilizing smart cities, and promoting the development of new energy [2][3][4]. - Key projects include applications in data centers, urban rail transit, and partnerships with major enterprises like China General Nuclear Power Group and COFCO [3][4]. Group 2: Collaborations and Partnerships - The company collaborates with various partners, including Huawei and HiSilicon, for technology and product mutual certification [2][3]. - Currently, there are no collaborations in storage chips, but the company has a certain level of product and technology accumulation in storage-related technologies [5][7]. Group 3: Financial Management and Performance - The company emphasizes the importance of managing accounts receivable and has implemented measures to improve cash flow and reduce risks [4][5]. - Specific performance details for the third quarter will be available in related announcements, with a focus on maintaining high-quality development [6][8]. Group 4: Product Development and Innovations - The company has launched lithium iron phosphate energy storage products, although it does not manufacture lithium iron phosphate batteries [4][6]. - The company is actively developing solutions in smart energy management, including energy storage systems and photovoltaic power stations [4][8]. Group 5: Market Position and Future Outlook - The management expresses confidence in the company's future development and is committed to enhancing core competitiveness and profitability through various strategic initiatives [5][6]. - The company is focused on market-driven strategies and customer-centric approaches to expand sales channels and improve operational efficiency [6][8].

Group 1 - The company, China Electric Xindong (002298.SZ), has a business collaboration with Alibaba, providing smart power distribution equipment and related services for Alibaba's Jiangsu headquarters project [1] - Currently, the company is not involved in providing services for Alibaba's chips [1]

Group 1: Business Strategies - The company focuses on three main business strategies: strengthening smart energy, stabilizing smart city development, and promoting new energy business growth [2][3] - In the smart energy sector, the company provides a comprehensive range of solutions including design, manufacturing, installation, and maintenance of intelligent power distribution equipment [2][3] - The company aims to enhance its manufacturing capabilities and optimize smart energy management systems to improve overall competitiveness [3] Group 2: New Energy Solutions - The company leverages over ten years of experience in new energy storage technology to offer tailored solutions such as photovoltaic, energy storage, and microgrid systems [3] - It aims to provide integrated turnkey solutions that help users reduce electricity costs and carbon emissions, thereby enhancing profitability [3] - The company is focused on developing a monitoring and operation cloud platform for energy storage and photovoltaic systems [3] Group 3: Market Expansion and International Strategy - The company plans to implement an "outbound strategy" to enhance its international market presence and brand influence [5][6] - It aims to establish an international business department to better integrate resources and support international market development [6] - The company is committed to optimizing its new energy industry chain through acquisitions to foster new growth drivers [4] Group 4: Financial Management and Development - The company emphasizes the importance of managing accounts receivable to ensure cash flow and financial stability [3][4] - It is focused on high-quality development by leveraging government policies that support the private economy [6] - The company is actively pursuing opportunities in water conservancy projects, having already participated in significant national projects [4]

Group 1: Business Development Strategies - The company focuses on three major business development strategies: strengthening smart energy, stabilizing smart city initiatives, and promoting the development of new energy services [2][3] - In the smart energy sector, the company aims to innovate marketing, enhance product diversification, and improve management efficiency through digitalization and smart technology applications [3][4] - The new energy sector leverages over ten years of experience in energy storage technology to provide comprehensive solutions including solar, storage, and microgrid services [3][11] Group 2: Five Key Initiatives - The "Five Grabs Project" emphasizes strategic product development, market branding, talent cultivation, management innovation, and capital operation [4][5] - The company aims to enhance product quality and innovation while focusing on market expansion and brand awareness to drive sales growth [5][6] - A talent development system is being established to foster a skilled workforce and promote a positive corporate culture [6][7] Group 3: Management and Innovation - The company is committed to improving governance and compliance with legal standards to enhance operational efficiency [7][8] - Cost control measures and technology innovation are prioritized to maximize profits and strengthen core competitiveness [8][9] - The company encourages employee participation in innovation initiatives to foster a culture of continuous improvement [9][10] Group 4: Financial Performance and Future Plans - The company reported a turnaround to profitability in the first half of 2025, driven by improved management and strategic adjustments [10][11] - Plans for mergers and acquisitions focus on optimizing the new energy supply chain to create new profit growth points [12][13] - An international business department is being established to enhance global market presence and brand influence [13]

Core Viewpoint - China Electric Xindong (002298) clarified on the interactive platform that it only provides intelligent power distribution equipment products to the Institute of Plasma Physics, Chinese Academy of Sciences, and these products are not used in controlled nuclear fusion [1] Company Summary - The company is involved in supplying intelligent power distribution equipment [1] - The products provided by the company are specifically for the Institute of Plasma Physics, Chinese Academy of Sciences [1] - There is no application of the company's products in the field of controlled nuclear fusion [1]