朗新集团(300682) - 朗新科技调研活动信息

Group 1: Company Overview and Strategy - Longxin Technology focuses on energy digitalization, leveraging the "dual-wheel drive" development strategy to enhance digital services and operations in the energy sector [4] - The company aims to support the national "dual carbon" strategy by promoting electrification and energy efficiency in energy consumption [4] - Longxin has developed its own energy internet service platform, providing various energy services to consumers and facilitating the electrification of end-user energy consumption [4] Group 2: Market Opportunities and Business Growth - The recent energy market reforms in China have created significant business opportunities, with policies aimed at marketization and ensuring energy supply [6] - Longxin's energy digitalization software services are expected to see accelerated growth, with ongoing investments in research and development [6] - The company has served over 370 million users and more than 6,400 institutional clients through its energy internet service platform [6] Group 3: Development in Energy Digitalization Services - Longxin is actively participating in the construction of a national unified electricity market system, supporting market transactions across twelve provinces [7][8] - The company has a dedicated team of approximately 2,500 employees in the energy digitalization service sector, with over 50% in research and development roles [9] - Longxin is focusing on new opportunities in energy digitalization, including energy data centers and smart energy services [8] Group 4: Charging Business Progress - The company’s charging business, "Xindian Tu," has seen rapid growth, with cumulative charging volume exceeding 500 million kWh this year [10] - Longxin has established connections with major charging operators, enhancing its service network and user experience [10] - The growth of electric vehicle ownership is driving demand for public charging stations, positioning Longxin favorably in a rapidly expanding market [10]