每经AI快讯，能科科技（SH 603859，收盘价：45.89元）10月27日晚间发布公告称，公司第五届第二十 二次董事会会议于2025年10月27日在北京市海淀区中关村软件园互联网创新中心二层公司会议室以现场 结合通讯表决的方式召开。会议审议了《2025年第三季度报告》等文件。 2024年1至12月份，能科科技的营业收入构成为：央企重工占比33.57%，通用机械占比23.68%，高科技 电子占比17.71%，汽车及交通运输占比13.25%，能源动力占比11.18%。 截至发稿，能科科技市值为112亿元。 每经头条（nbdtoutiao）——独家丨民营船王入主杉杉集团横生枝节 重整联合体浮现神秘组局人 （记者 贾运可） ...

（记者 贾运可） 截至发稿，能科科技市值为112亿元。 每经头条（nbdtoutiao）——独家丨民营船王入主杉杉集团横生枝节 重整联合体浮现神秘组局人 每经AI快讯，能科科技（SH 603859，收盘价：45.89元）10月27日晚间发布三季度业绩公告称，2025年 前三季度营收约10.89亿元，同比增加5.05%；归属于上市公司股东的净利润约1.65亿元，同比增加 40.34%；基本每股收益0.68元，同比增加40.66%。 ...

能科科技股份有限公司 2025 年第三季度报告 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存 在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 证券代码：603859 证券简称：能科科技 能科科技股份有限公司 2025 年第三季度报告 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： √适用 □不适用 单位:元 币种:人民币 | 非经常性损益项目 | 本期金额 | 年初至报告期末金额 | 说明 | | --- | --- | --- | --- | | 非流动性资产处置损益，包括已计提 | 61,235.66 | -9,208.30 | | | 资产减值准备的冲销部分 计入当期损益的政府补助，但与公司 | | | | | 正常经营业务密切相关、符合国家政 | | | | | 策规定、按照确定的标准 ...

关于 能科科技股份有限公司 2025 年第二次临时股东大会的 法律意见 北京德恒律师事务所 北京市西城区金融街 19 号富凯大厦 B 座 12 层 电话:010-52682888 传真:010-52682999 邮编:100033 北京德恒律师事务所 关于能科科技股份有限公司 2025年第二次临时股东大会的法律意见 北京德恒律师事务所 关于能科科技股份有限公司 2025 年第二次临时股东大会的 法律意见 德恒 01G20250675-02 号 致：能科科技股份有限公司 能科科技股份有限公司（以下简称"公司"）2025 年第二次临时股东大会 （以下简称"本次会议"）于 2025 年 10 月 27 日（星期一）召开。北京德恒律 师事务所（以下简称"本所"）受公司委托，根据《中华人民共和国公司法》（以 下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、 中国证券监督管理委员会《上市公司股东会规则》（以下简称"《股东会规则》"）、 《能科科技股份有限公司章程》（以下简称"《公司章程》"）的相关规定，指 派律师对本次会议的召集、召开程序、现场出席会议人员资格、表决程序等相关 事项进行见证，并 ...

能科科技10月27日公告，2025年第三季度实现营业收入3.51亿元，同比增长5.35%；归属于上市公司股 东的净利润5447.27万元，同比增长122.49%；基本每股收益0.22元。前三季度实现营业收入10.89亿元， 同比增长5.05%；归属于上市公司股东的净利润1.65亿元，同比增长40.34%。 ...

能科科技公告，第三季度营收为3.51亿元，同比增长5.35%；净利润为5447.27万元，同比增长 122.49%。前三季度营收为10.89亿元，同比增长5.05%；净利润为1.65亿元，同比增长40.34%。 ...

Group 1: Market Trends and Company Performance - A total of 173 listed companies received institutional research during the week of October 13 to 17, with approximately 20% of the researched stocks achieving positive returns, led by Huicheng Environmental with a 20.08% increase [1] - The technology sector remains a focus for institutional research despite recent adjustments, with companies like Dike Co., Nengke Technology, and Aipeng Medical attracting around 100 institutional inquiries [1] - The storage industry is experiencing continuous price increases, prompting institutions to explore investment opportunities, with companies like Dike Co. expecting strong revenue growth in their storage business [3] Group 2: Company Strategies and Responses to Policy Changes - Dike Co. is planning to acquire Jiangsu Jingkai, which will enhance its integrated layout in the storage business, potentially improving profit margins [3] - Deep Technology indicated that its semiconductor packaging business is progressing steadily, with capacity utilization meeting order demands, and it will continue to monitor market opportunities for expansion [3] - The Central Cyberspace Affairs Commission and the National Development and Reform Commission issued guidelines for AI deployment in government sectors, which South威 Software views as a significant step for the intelligentization of government services [5] Group 3: Banking Sector Insights - The banking sector has seen increased research interest as bank stocks serve as a safe haven during market adjustments, with Shanghai Bank reporting a more than 6% increase [6][7] - Shanghai Bank plans to maintain a stable dividend policy, with a cash dividend ratio of no less than 30% annually from 2025 to 2027 [7] - Ningbo Bank has also seen a 4% increase and aims to expand financial services to meet the financing needs of the real economy, emphasizing sustainable growth and shareholder returns [8]

Group 1: Market Trends and Company Performance - A total of 173 listed companies received institutional research during the week of October 13 to 17, with approximately 20% of the researched stocks achieving positive returns, led by Huicheng Environmental Protection with a 20.08% increase [2] - The technology sector remains a focus for institutional research despite recent adjustments, with companies like Dike Co., Nengke Technology, and Aipeng Medical attracting around 100 institutional inquiries [2] - The banking sector has seen an increase in research interest, with Shanghai Bank rising over 6% during the week and planning to maintain a stable dividend policy with a cash dividend ratio of no less than 30% over the next three years [10][16] Group 2: Semiconductor and Storage Industry Insights - The storage industry is experiencing continuous price increases, attracting institutional interest, with Dike Co. indicating a positive outlook for its storage business revenue growth and plans to acquire Jiangsu Jingkai [4] - Deep Technology stated that its semiconductor packaging and testing business is progressing steadily, with capacity utilization meeting order demands, while also monitoring market opportunities for potential expansion [6] - Demingli predicts a favorable trend for the storage industry cycle, driven by advancements in NAND technology and increasing demand for high-speed storage due to AI applications [6] Group 3: Policy Impact on Companies - The recent policy changes from the Central Cyberspace Administration and the National Development and Reform Commission are seen as a guiding framework for the intelligent transformation of government services, benefiting companies like Nanwei Software [8] - Zhongjin Radiation plans to strengthen communication with existing cobalt suppliers to mitigate costs following the implementation of the cobalt export quota system in the Democratic Republic of the Congo [11] - Zhongji United has prepared sufficient inventory overseas to mitigate potential impacts from tariff changes, ensuring stable operations and maintaining communication with clients for price adjustments [12]

中邮证券研报指出，能科科技深耕工业软件业务十余年，聚焦重工装备、汽车、高科技电子、通用机械 等优势行业，产品在高端装备制造业3000多家重点客户实现部署应用。2025年上半年，公司实现归母净 利润1.11亿元，同比增长18.75%；实现毛利率52.40%，同比提高4.22个百分点。公司AI业务聚焦于为客 户提供自主研发的"灵系列"AIagent产品及解决方案。另外，公司发布定增预案，布局具身智能AI训推 平台。公司具备丰富的工业数据积累，积极布局工业AI，AI业务已成为驱动公司收入增长的核心引 擎。首次覆盖，给予"买入"评级。 ...

Group 1 - The article highlights the stock price target increases for various companies as of October 16, with notable recommendations from different securities firms [1][2] - Haiguang Information received the highest target price increase of 50.38% with a target price of 350.40 yuan, while Xiaogongmiao City and Jiuzhou Pharmaceutical also received significant recommendations [1] - A total of 20 listed companies were recommended by securities firms on October 16, with Haiguang Information receiving 4 recommendations, Xiaogongmiao City 3, and Jiuzhou Pharmaceutical 2 [1] Group 2 - The article lists the number of securities firms recommending specific companies, with Haiguang Information leading with 4 firms, followed by Xiaogongmiao City with 3 and Jiuzhou Pharmaceutical with 2 [2] - Six companies received initial coverage on October 16, including Baiya Co. with a "Buy" rating from Jianghai Securities and Juhua Co. with an "Increase" rating from Tianfeng Securities [2][3] - The sectors represented among the newly covered companies include personal care products, chemical products, and IT services [3]