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朗新集团(300682) - 朗新科技调研活动信息
LONGSHINELONGSHINE(SZ:300682)2023-01-31 08:56

Group 1: Company Overview - Langxin Technology Group Co., Ltd. focuses on "energy digitalization + energy internet" as its dual-driven development strategy, aiming to meet the goals of "carbon peak and carbon neutrality" [8] - The company expects a net profit of 513 million to 585 million CNY for 2022, representing a year-on-year decline of 39.42% to 30.92% [8] Group 2: Energy Digitalization Business - The revenue from energy digitalization related to the power grid remained stable compared to 2021, despite delays caused by the COVID-19 pandemic [9] - The workforce in the power grid business increased by approximately 300 people in 2022, leading to higher costs [9] - The company plans to focus on high-quality development in non-grid energy digitalization, rather than pursuing scale [10] Group 3: Energy Internet Business - The energy internet platform's revenue is expected to grow over 30% in 2022, with significant growth in the new electric vehicle charging business [11] - The platform has over 700,000 public charging devices and more than 5.5 million registered users, achieving a market share of 10% in public charging services [11] - The company anticipates continued rapid growth in charging volume in 2023, driven by the increasing penetration of electric vehicles [11] Group 4: Future Business Planning - The energy operation business is expected to grow rapidly, particularly in the Jiangsu and Zhejiang regions, with a focus on user resource accumulation [12] - The charging business is projected to maintain rapid growth, with optimized subsidy efficiency and increased revenue [12] - The internet television business experienced a decline in revenue, primarily due to a nearly 20% drop in terminal product sales in 2022 [13]