Investment Rating - The report does not explicitly provide an investment rating for the industry or companies discussed [28]. Core Insights - The report highlights that the mechanical equipment, electronics, and computer industries are currently receiving significant attention from institutional investors, with a notable increase in the number of institutions conducting research in these sectors [10][12]. - Key companies such as Ice Wheel Environment and Nengke Technology are leading in institutional research, showcasing their advancements in high-growth areas like data center cooling and aerospace digitalization [24][26]. Summary by Sections 1. Institutional Research on Popular Industries - During the week of January 5 to January 9, 2026, the mechanical equipment, computer, electronics, automotive, and basic chemicals sectors were the most researched by institutions, with a particular focus on the computer and automotive sectors in the past five days [10][12]. - Over the past 30 days, the same sectors maintained high interest, with mechanical equipment and electronics receiving the most attention from research institutions [12]. 2. Institutional Research on Popular Companies - In the week of January 5 to January 9, 2026, Ice Wheel Environment and BOE Technology Group were among the top companies researched, each receiving attention from more than 10 institutions [16][19]. - Over the past 30 days, Ice Wheel Environment, Kebo Technology, and Dazhu Laser were highlighted for their significant research activity, with Ice Wheel Environment receiving 13 research visits [20][21]. 3. Key Company Research Insights Ice Wheel Environment - The focus of the research on Ice Wheel Environment included advancements in data center liquid cooling, nuclear thermal management, and the commercialization of "dual carbon" technologies. The company has successfully implemented its cooling systems in major projects like the National Supercomputing Center in Guangzhou and is expanding into international markets [24][26]. - The company has also made strides in nuclear power technologies, with successful applications in several nuclear power plants and recent wins in projects related to small modular reactors [24]. Nengke Technology - Nengke Technology showcased its leadership in the aerospace sector, having served over 200 aerospace clients with total orders exceeding 1 billion yuan. The company is leveraging AI technologies in various manufacturing processes, including rocket assembly quality inspection and CAD drawing recognition [25][26]. - The company is also initiating product development in remote sensing based on new customer demands for satellite monitoring, and it has received approval for a fundraising initiative to support the development of three AI platforms [26].

Group 1 - The core point of the news is that Nengke Technology's stock has increased by 5.08%, reaching a price of 47.56 yuan per share, with a trading volume of 588 million yuan and a turnover rate of 5.17%, resulting in a total market capitalization of 11.638 billion yuan [1] - Nengke Technology Co., Ltd. is located in Haidian District, Beijing, and was established on December 26, 2006, with its listing date on October 21, 2016. The company focuses on industries such as national defense and military, high-tech electronics and 5G, automotive and rail transportation, and equipment manufacturing, while also expanding into new energy, consumer goods, and infrastructure sectors [1] - The company's main business revenue composition includes: cloud products and services (30.35%), industrial engineering and industrial electrical products and services (30.24%), software systems and services (20.90%), AI products and services (18.08%), and others (0.43%) [1] Group 2 - From the perspective of major fund holdings, data shows that the Zhongjia Fund has a significant position in Nengke Technology, with the Zhongjia Reform Dividend Mixed Fund (001537) holding 20,500 shares, accounting for 2.88% of the fund's net value, ranking as the ninth largest holding [2] - The Zhongjia Reform Dividend Mixed Fund (001537) was established on August 13, 2015, with a latest scale of 34.2462 million yuan. Year-to-date returns are 10.77%, ranking 184 out of 8,827 in its category; the one-year return is 50.26%, ranking 1,929 out of 8,084; and the return since inception is 42.35% [2] Group 3 - The fund managers of the Zhongjia Reform Dividend Mixed Fund (001537) are Huang Xiaolei and Yu Chengkun. As of the report, Huang Xiaolei has a cumulative tenure of 2 years and 303 days, with the fund's total asset scale at 34.2458 million yuan, achieving a best return of 6.56% and a worst return of -2.68% during his tenure [3] - Yu Chengkun has a cumulative tenure of 2 years and 259 days, with the same fund asset scale of 34.2458 million yuan, achieving a best return of 48.94% and a worst return of -3.92% during his tenure [3]

Core Viewpoint - Nengke Technology's stock has shown a positive trend with a year-to-date increase of 9.87%, reflecting strong market interest and performance in various sectors [1][2]. Group 1: Stock Performance - On January 9, Nengke Technology's stock rose by 2.08%, reaching a price of 46.20 CNY per share, with a trading volume of 2.22 billion CNY and a turnover rate of 1.99% [1]. - The company has experienced a stock price increase of 9.87% this year, with a 17.08% rise over the past 20 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Nengke Technology reported a revenue of 1.089 billion CNY, representing a year-on-year growth of 5.05%, and a net profit attributable to shareholders of 165 million CNY, which is a 40.34% increase compared to the previous year [2]. - Cumulative cash dividends since the company's A-share listing amount to 79.65 million CNY, with 21.40 million CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Nengke Technology reached 35,500, an increase of 36.38% from the previous period, while the average number of circulating shares per person decreased by 26.67% to 6,902 shares [2]. - New significant shareholders include Hong Kong Central Clearing Limited and Guolian Anbao Smart Life Stock A, which are now among the top ten circulating shareholders [3]. Group 4: Business Overview - Nengke Technology, established on December 26, 2006, and listed on October 21, 2016, focuses on sectors such as national defense, high-tech electronics, 5G, automotive and rail transportation, and equipment manufacturing, while also expanding into renewable energy, consumer goods, and infrastructure [1]. - The company's revenue composition includes cloud products and services (30.35%), industrial engineering and electrical products and services (30.24%), software systems and services (20.90%), AI products and services (18.08%), and other (0.43%) [1].

能科科技股份有限公司（以下简称"公司"）于2026年1月7日收到上海证券交易所（以下简称"上交所"） 出具的《关于受理能科科技股份有限公司沪市主板上市公司发行证券申请的通知》（上证上审（再融 资）〔2026〕2号）。上交所依据相关规定对公司报送的沪市主板上市公司发行证券的募集说明书及相 关申请文件进行了核对，认为该项申请文件齐备，符合法定形式，决定予以受理并依法进行审核。 公司本次向特定对象发行A股股票事项尚需经上交所审核通过并获得中国证券监督管理委员会（以下简 称"中国证监会"）作出同意注册的决定后方可实施，最终能否通过上交所审核并获得中国证监会同意注 册的决定尚存在不确定性。公司将根据进展情况，按照相关法律法规的要求及时履行信息披露义务，敬 请广大投资者注意投资风险。 特此公告。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603859 证券简称：能科科技 公告编号：2026-001 能科科技股份有限公司 关于向特定对象发行A股股票申请 获得上海证券交易所受理的公告 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 ...

股票代码：603859 股票简称：能科科技 能科科技股份有限公司 Nancal Technology Co.,Ltd 北京市房山区德润南路 9 号院 2025 年度向特定对象发行 A 股股票 募集说明书 （申报稿） 保荐机构（主承销商） 能科科技股份有限公司 募集说明书 北京市朝阳区建国门外大街 1 号国贸大厦 2 座 27 层及 28 层 二〇二五年十二月 能科科技股份有限公司 募集说明书 声 明 本公司及全体董事、审计委员会委员、高级管理人员承诺募集说明书及其他信息披 露资料不存在任何虚假记载、误导性陈述或重大遗漏，并对其真实性、准确性及完整性 承担相应的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人保证募集说明书中财务会计资 料真实、完整。 中国证券监督管理委员会、上海证券交易所对本次发行所作的任何决定或意见，均 不表明其对申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其对 发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任何与之相 反的声明均属虚假不实陈述。 根据《证券法》的规定，证券依法发行后，发行人经营与收益的变化，由发行人自 行负责。投资者自主判断发 ...

能科科技股份有限公司 关于向特定对象发行 A 股股票申请 获得上海证券交易所受理的公告 能科科技股份有限公司 董事会 2026 年 1 月 8 日 证券代码：603859 证券简称：能科科技 公告编号：2026-001 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。 能科科技股份有限公司（以下简称"公司"）于 2026 年 1 月 7 日收到上海证券 交易所（以下简称"上交所"）出具的《关于受理能科科技股份有限公司沪市主板上 市公司发行证券申请的通知》（上证上审（再融资）〔2026〕2 号）。上交所依据相关 规定对公司报送的沪市主板上市公司发行证券的募集说明书及相关申请文件进行了 核对，认为该项申请文件齐备，符合法定形式，决定予以受理并依法进行审核。 公司本次向特定对象发行A股股票事项尚需经上交所审核通过并获得中国证券 监督管理委员会（以下简称"中国证监会"）作出同意注册的决定后方可实施，最终 能否通过上交所审核并获得中国证监会同意注册的决定尚存在不确定性。公司将根 据进展情况，按照相关法律法规的要求及时履行信息披露义务，敬请 ...

之 中国国际金融股份有限公司 关于能科科技股份有限公司 2025 年度向特定对象发行 A 股股票 上市保荐书 保荐机构（主承销商） （北京市朝阳区建国门外大街 1 号国贸大厦 2 座 27 层及 28 层） 二〇二五年十二月 能科科技股份有限公司 上市保荐书 声 明 上海证券交易所： 中国国际金融股份有限公司（以下简称"中金公司""保荐机构"）接受能科科技股 份有限公司（以下简称"能科科技""发行人""公司"）的委托，担任能科科技股份有 限公司本次向特定对象发行股票（以下简称"本次发行"）的保荐机构，就本次发行项 目出具发行保荐书。 中金公司及其保荐代表人根据《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》"）、《证券发行上市保荐业务管理办法》 《上市公司证券发行注册管理办法》（以下简称"《注册管理办法》"）等有关法律、法规 的规定，诚实守信，勤勉尽责，严格按照依法制订的业务规则、行业执业规范和道德准 则出具本发行保荐书，并保证所出具文件的真实性、准确性和完整性。 本发行保荐书如无特别说明，相关用语具有与《能科科技股份有限公司 2025 年度 向特定对象发行 ...

（北京市朝阳区建国门外大街 1 号国贸大厦 2 座 27 层及 28 层） 中国国际金融股份有限公司 关于能科科技股份有限公司 2025 年度向特定对象发行 A 股股票 之 发行保荐书 保荐机构（主承销商） 二〇二五年十二月 能科科技股份有限公司 发行保荐书 声 明 上海证券交易所： 中国国际金融股份有限公司（以下简称"中金公司""保荐机构"）接受能科科技 股份有限公司（以下简称"能科科技""发行人""公司"）的委托，担任能科科技股 份有限公司本次向特定对象发行股票（以下简称"本次发行"）的保荐机构，就本次发 行项目出具发行保荐书。 中金公司及其保荐代表人根据《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》"）、《证券发行上市保荐业务管 理办法》《上市公司证券发行注册管理办法》（以下简称"《注册管理办法》"）等有 关法律、法规的规定，诚实守信，勤勉尽责，严格按照依法制定的业务规则、行业执业 规范和道德准则出具本发行保荐书，并保证所出具文件的真实性、准确性和完整性。 本发行保荐书如无特别说明，相关用语具有与《能科科技股份有限公司 2025 年度 向特定对象发行 ...

法律意见 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 年度向特定对象发行 A 股股票的 | | 释义 1 | | --- | --- | | 一、 | 本次发行的批准和授权 5 | | 二、 | 本次发行的主体资格 6 | | 三、 | 本次发行的实质条件 7 | | 四、 | 发行人的设立 10 | | 五、 | 发行人的独立性 10 | | 六、 | 发行人的股东和实际控制人 10 | | 七、 | 发行人的股本及演变 13 | | 八、 | 发行人的业务 14 | | 九、 | 关联交易及同业竞争 15 | | 十、 | 发行人的主要财产 16 | | 十一、 | 发行人的重大债权债务 16 | | 十二、 | 重大资产变化及收购兼并 18 | | 十三、 | 发行人章程的制定与修改 18 | | 十四、 | 发行人股东（大）会、董事会、监事会议事规则及规范运作 18 | | 十五、 | 发行人董事、监事、高级管理人员及其变化 19 | | 十六、 | ...

能科科技股份有限公司 审 计 报 告 天圆全审字[2025]000765 号 圆 全 会 计 师 事 务 TIANYUANQUAN CERTIFIED PUBLIC ACCOUNTANTS LLP TYOCP/ 审计报告 天圆全审字[2025]000765 号 能科科技股份有限公司全体股东: 一、审计意见 我们审计了能科科技股份有限公司(以下简称"能科科技")财务报表,包 括 2024年12月31日的合并及母公司资产负债表,2024年度的合并及母公司利 润表、合并及母公司现金流量表、合并及母公司所有者权益变动表以及相关财务 报表附注。 我们认为,后附的财务报表在所有重大方面按照企业会计准则的规定编制, 公允反映了能科科技 2024年12月31日的合并及母公司财务状况以及 2024年度 的合并及母公司经营成果和合并及母公司现金流量。 二、形成审计意见的基础 我们按照中国注册会计师审计准则的规定执行了审计工作。审计报告的"注 册会计师对财务报表审计的责任"部分进一步阐述了我们在这些准则下的责任。 按照中国注册会计师职业道德守则,我们独立于能科科技,并履行了职业道德方 面的其他责任。我们相信,我们获取的审计证据是充 ...