朗新集团20260626

Summary of Langxin Group Conference Call Company Overview - Company: Langxin Group - Date: June 26, 2026 Key Industry Insights - Electricity Trading Market: The market is expected to present a trillion-level opportunity due to the marketization of electricity trading. Langxin Group holds electricity sales licenses in 28 provinces and cities, aiming to complete over 100 billion kWh of platform transactions in the next three years, with financial trading becoming a major growth point [2][5][14]. Core Business Developments - Stable Growth in Mature Businesses: The company is focusing on stable growth in mature businesses like payment services while nurturing growth in aggregation charging services, expecting to enter a profitable phase [2][3]. - Charging Business Strategy: The company is optimizing charging scenarios, primarily serving private car owners while controlling the scale of ride-hailing vehicle charging to achieve cost-revenue balance [2][6][11]. Financial Projections and Goals - Revenue Growth: The energy internet segment is projected to reach 1.8 billion yuan in revenue by 2024, with plans to continue innovative financial services and blockchain collaborations to enhance value [2][8]. - Future Targets: Langxin Group aims to achieve a charging target of 17 billion kWh and acquire 48 million users by 2027, leveraging partnerships with platforms like Alipay and Ele.me for user expansion [4][12]. Strategic Partnerships - Collaboration with Alibaba: The partnership utilizes RWA technology to link agricultural internet platforms, generating synergistic value through new energy asset operations and financial services [2][7][15]. - RWA Project: The company completed the first domestic RWA project based on charging piles, utilizing blockchain technology to present credible data and attract investors [4][15]. Market Dynamics - Electricity Trading Environment: The trading market is becoming more favorable due to policy changes and price dynamics, with significant price differences encouraging participation from small and medium-sized enterprises [13][14]. - User Base Expansion: The company has identified over 15 million hidden small and medium-sized commercial users through data analysis, which can be converted into customers via platform trading capabilities [14]. Additional Insights - Innovative Financial Services: The company plans to invest in value innovation, exploring new business directions such as insurance and battery services related to charging [12]. - Operational Adjustments: From 2024, the company shifted its focus to better serve private car owners, leading to significant cost control and reduced losses [11]. This summary encapsulates the key points from the Langxin Group conference call, highlighting the company's strategic direction, market opportunities, and financial goals.