为提升技能人才储备，2024年4月，智伟能科与东南大学举行研究生实践基地揭牌仪式，创建技能人才 共享平台，创新技能人才管理。 在"双碳"目标与能源转型的背景下，煤电仍承担着我国70%的顶峰保供和调节任务，是新型电力系统建 设过程中不可或缺的"压舱石"。智伟能科科技（603859）(无锡)有限公司(以下简称"智伟能科")聚焦汽 轮机能效提升，以技术创新为传统火电注入绿色新动能。 院士把脉：小汽封如何成为降碳"大利器" 8月23日，一场以"火电机组汽轮机汽封节能技术"为主题的交流会在智伟能科举行。清华大学博士、俄 罗斯自然科学院院士、教授赵文瑛，中国电力企业联合会规划发展部处长刘志强，以及中国电建 （601669）华中电力设计院、江苏利港电厂等单位专家莅临考察，探讨火电节能降碳技术新路径。 智伟能科副总经理王汉洮首先介绍了公司的产品和技术，其自主研发的"导流式多级次减压汽封"技术， 填补了国内空白，节能降耗性能远超欧美竞品，搭配"激光精准测绘""机器人精密加工"，构成了"火力 发电机组汽轮机能效恢复及抗衰减三位一体技术"，可在传统大修的基础上再降煤耗约2克/千瓦时，已 应用于全国超过120台机组。 "过去10年， ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025 年 9 月 18 日（星期四）16:00-17:00 会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow. sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 9 月 11 日（星期四）至 9 月 17 日（星期三）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 (nancalir@nancal.com)进行提问。公司将在说明会上对投资者普遍关注的问题进 行回答。 证券代码：603859 证券简称：能科科技 公告编号：2025-047 能科科技股份有限公司 关于召开 2025 年半年度业绩说明会的公告 能科科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 26 日发布公 司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度 经营成果和财务状况，公司计划于 2025 年 9 月 18 日（星期四）16: ...

9月9日，能科科技盘中上涨2.00%，截至09:43，报44.82元/股，成交1.27亿元，换手率1.17%，总市值 109.67亿元。 截至6月30日，能科科技股东户数2.60万，较上期减少13.21%；人均流通股9413股，较上期增加 15.23%。2025年1月-6月，能科科技实现营业收入7.38亿元，同比增长4.91%；归母净利润1.11亿元，同 比增长18.75%。 分红方面，能科科技A股上市后累计派现7965.01万元。近三年，累计派现2140.03万元。 机构持仓方面，截止2025年6月30日，能科科技十大流通股东中，华夏行业景气混合（003567）位居第 五大流通股东，持股373.16万股，持股数量较上期不变。交银先进制造混合A（519704）位居第七大流 通股东，持股334.67万股，为新进股东。交银均衡成长一年混合A（010936）位居第九大流通股东，持 股213.40万股，为新进股东。 责任编辑：小浪快报 能科科技今年以来股价涨50.00%，近5个交易日跌1.04%，近20日涨10.20%，近60日涨55.95%。 今年以来能科科技已经3次登上龙虎榜，最近一次登上龙虎榜为8月27日。 资 ...

Group 1 - The core viewpoint of the news highlights the recent stock performance and financial metrics of Nengke Technology, indicating a decline in stock price despite a significant year-to-date increase [1] - As of September 4, Nengke Technology's stock price was 43.30 CNY per share, with a market capitalization of 10.595 billion CNY and a trading volume of 357 million CNY [1] - The company has experienced a year-to-date stock price increase of 44.91%, but has seen a decline of 13.85% over the last five trading days [1] Group 2 - Nengke Technology, established on December 26, 2006, and listed on October 21, 2016, operates in sectors such as defense, high-tech electronics, 5G, automotive, and infrastructure [2] - The company's revenue composition includes 30.35% from cloud products and services, 30.24% from industrial engineering and electrical products, 20.90% from software systems and services, and 18.08% from AI products and services [2] - As of June 30, 2025, Nengke Technology reported a revenue of 738 million CNY, reflecting a year-on-year growth of 4.91%, and a net profit of 111 million CNY, with an 18.75% increase [2] Group 3 - Nengke Technology has distributed a total of 79.65 million CNY in dividends since its A-share listing, with 21.40 million CNY distributed over the past three years [3] - As of June 30, 2025, the top ten circulating shareholders include Huaxia Industry Prosperity Mixed Fund and Jiao Yin Advanced Manufacturing Mixed Fund, with the latter being a new shareholder [3]

能科科技 20250903 摘要 能科科技 AI 产品和服务营收同比增长 100%，达 2.11 亿元，主要受益 于 AI 中台驱动的三大类 AI 产品：AI 加具身产品智能化、AI 加工业研制 智能化、工业软件加 AI 智能助手。 公司在"AI 加具身产品智能化"领域已落地总计 2.5 亿元的特种订单， 并积极研发智能化功能植入终端设备，探索按设备和 APP 收费的商业模 式。 "AI 加工业研制智能化"已在电子、汽车、通用机械、能源等四大行业 实现五个垂域模型的落地，并有 20 个场景的 agent 落地，显著提升质 检、模型预测和图纸识别等效率。 能科科技通过收缩低毛利业务，将资源倾斜至高增长、高毛利 AI 业务， 并聚焦特种客户及民用中大型客户，有效提升了整体盈利水平。 公司通过员工持股计划激励核心骨干，该计划与 AI 业务增长绑定，目标 复合增长率 30%，但公司有信心实现 AI 业务板块翻倍增长。 公司在军工 AI 领域已落地重要订单并启动二期项目，同时与各大军工院 所洽谈合作，预计未来将实现稳定增长，但订单将拆小单处理。 能科科技预计 2025 年 AI 营业收入将实现翻倍增长，总营业收入预计增 ...

New Stock Issuance - Fushun Special Steel (600399) has a tender offer period from August 12, 2025, to September 10, 2025[1] - KaiPu Cloud (688228) reported severe abnormal fluctuations on August 30, 2025[1] - Xinhua Jin (600735) announced on August 30, 2025, regarding its stock activities[1] Trading Alerts - JiShi Media (601929) issued a notice on August 30, 2025, regarding trading activities[1] - XianDao Intelligent (300450) and DeChuang Environmental (603177) both reported updates on September 2, 2025[1] - Huahai Pharmaceutical (600521) and *ST HuiCheng (002168) also provided trading updates on September 2, 2025[1] Abnormal Fluctuations - Several companies, including Changjiang Materials (001296) and WanBangDe (002082), reported abnormal fluctuations on August 28, 2025[3] - Longjing Technology (301396) and Jinli Yongci (300748) also noted significant trading irregularities on August 27, 2025[3] - The report includes multiple links to announcements regarding trading activities and fluctuations for various companies[3]

New Stock Issuance - New stock issuance for AiFenda (301575) is priced at 27.69 RMB, effective from September 1, 2025[1] - Fushun Special Steel (600399) is undergoing a tender offer from August 12 to September 10, 2025[1] - KaiPu Cloud (688228) has a recent announcement regarding its stock[1] Market Alerts - Significant abnormal fluctuations reported for Siquan New Materials (301489) on August 22, 2025[1] - New announcements for various stocks including Xinhua Jin (600735) and Jishi Media (601929) on August 30, 2025[1] - Multiple stocks including ST Guohua (000004) and ST Huayang (603825) have recent updates as of August 29, 2025[1] Trading Insights - The report includes links to detailed announcements for stocks experiencing significant market activity, such as ST Zhongji (000972) and ST Yilanzhong (300096)[1] - The document highlights the importance of monitoring stock performance and related announcements for investment decisions[1]

今年以来能科科技已经3次登上龙虎榜，最近一次登上龙虎榜为8月27日。 资料显示，能科科技股份有限公司位于北京市海淀区西北旺东路10号院5号楼互联网创新中心2层，成立 日期2006年12月26日，上市日期2016年10月21日，公司主营业务涉及聚焦国防军工、高科技电子与 5G、汽车及轨道交通、装备制造等四个行业,全面拓展新能源、消费品和基础设施等行业,提供云产品与 服务、软件系统与服务、数字孪生产线与服务等类型的数字化转型解决方案。主营业务收入构成为：云 产品与服务30.35%，工业工程及工业电气产品与服务30.24%，软件系统与服务20.90%，AI产品与服务 18.08%，其他(补充)0.43%。 能科科技所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：工业软件、数字孪生、新 型工业化、东数西算、人工智能等。 截至6月30日，能科科技股东户数2.60万，较上期减少13.21%；人均流通股9413股，较上期增加 15.23%。2025年1月-6月，能科科技实现营业收入7.38亿元，同比增长4.91%；归母净利润1.11亿元，同 比增长18.75%。 分红方面，能科科技A股上市后累计派现796 ...

Core Viewpoint - The recent issuance of the "Artificial Intelligence+" action plan by the State Council serves as a strong policy catalyst for the AI application sector in A-shares, yet the stock prices of AI application companies experienced a decline after an initial rise, while AI hardware companies saw their stock prices increase significantly [1] Group 1: AI Application Sector Performance - AI education leader Jafa Education (300559.SZ) reported a revenue of 273 million yuan for the first half of 2025, a year-on-year increase of 5.03%, but its net profit decreased by 4.60% to 40.78 million yuan, indicating that AI business has not yet formed a significant revenue contribution [2][3] - Kunlun Wanwei (300418.SZ) achieved a revenue of 3.733 billion yuan, a 49.23% year-on-year increase, but reported a net loss of 859 million yuan, with operating costs rising by 106.21% to approximately 1.125 billion yuan, leading to a situation of increasing revenue but decreasing profit [3][4] - Zhongke Jincai (002657.SZ) reported a revenue of 345 million yuan, a 14.36% increase, but a net loss of 84.95 million yuan, with cumulative losses over the past four years amounting to approximately 510 million yuan [8][10] - Chinese Online (300364.SZ) achieved a revenue of 556 million yuan, a 20.40% increase, but reported a net loss of 226 million yuan, with sales expenses rising significantly, indicating a struggle to convert revenue growth into profit [9][10] Group 2: AI Agent Sector Performance - Guotou Intelligent (300188.SZ) reported AI-related product revenue of approximately 167 million yuan, accounting for 30% of total revenue, indicating that AI has become a significant income source for the company [11] - Nengke Technology (603859.SH) achieved AI-related revenue of approximately 211 million yuan, a year-on-year increase of 145.60%, with this segment contributing significantly to overall growth [11] - Tax Friend Co., Ltd. (603171.SH) reported AI-driven revenue of approximately 165 million yuan, representing 26.59% of its smart tax business sales, demonstrating that AI applications are translating into actual revenue [12]

New Stock Offerings - Fushun Special Steel (600399) has a tender offer period from August 12, 2025, to September 10, 2025[1] - Dongxin Co., Ltd. (688110) reported severe abnormal fluctuations on August 16, 2025[1] - Broadcom Integrated (603068) announced abnormal fluctuations on August 29, 2025[1] Market Alerts - ST Guohua (000004) and ST Gohong (000851) both reported abnormal fluctuations on August 29, 2025[1] - ST Huayang (603825) and ST Zhongji (000972) also indicated abnormal fluctuations on August 29, 2025[1] - ST Yanzhen (603389) reported abnormal fluctuations on August 26, 2025[1] Company Announcements - Zhaoxin Technology (603377) announced abnormal fluctuations on August 27, 2025[1] - Longyang Electronics (301396) reported significant fluctuations on August 28, 2025[1] - ST Dongshi (603377) indicated abnormal fluctuations on August 22, 2025[1]