景业智能11月28日大宗交易平台出现一笔成交，成交量4.45万股，成交金额237.79万元，大宗交易成交 价为53.49元，相对今日收盘价折价4.99%。该笔交易的买方营业部为东北证券股份有限公司北京朝阳分 公司，卖方营业部为中信建投证券股份有限公司北京海淀分公司。 证券时报·数据宝统计显示，景业智能今日收盘价为56.30元，上涨0.72%，日换手率为0.46%，成交额为 2635.63万元，全天主力资金净流入50.72万元，近5日该股累计上涨0.90%，近5日资金合计净流入853.83 万元。 11月28日景业智能大宗交易一览 两融数据显示，该股最新融资余额为2.20亿元，近5日增加762.90万元，增幅为3.59%。 据天眼查APP显示，杭州景业智能科技股份有限公司成立于2015年05月20日，注册资本10218.9714万人 民币。（数据宝） | 成交量 | 成交金额 | 成交价 | 相对当日收盘折 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | ...

Core Viewpoint - The announcement details the unconditional transfer of 9,270,000 shares (9.07% of total share capital) of Hangzhou Jingye Intelligent Technology Co., Ltd. from Shanghai Nuclear Engineering & Construction Co., Ltd. to China Baoyuan Co., Ltd., both subsidiaries of China National Nuclear Corporation, with no change in the controlling shareholder or actual controller of the company [2][3][5]. Group 1: Details of the Share Transfer - Shanghai Nuclear Engineering & Construction Co., Ltd. plans to transfer 9,270,000 shares (9.07% of total share capital) of the company to China Baoyuan Co., Ltd. without compensation [2]. - Both the transferring party (Shanghai Nuclear Engineering) and the receiving party (China Baoyuan) are wholly-owned subsidiaries of China National Nuclear Corporation, which has approved the transfer [2][3]. - The transfer does not involve a tender offer and will not change the controlling shareholder or actual controller of the company [2][5]. Group 2: Shareholding Structure Changes - Before the transfer, Shanghai Nuclear Engineering held 9,270,000 shares (9.07% of total share capital), while China Baoyuan held no shares [4]. - After the transfer, China Baoyuan will hold 9,270,000 shares (9.07% of total share capital), and Shanghai Nuclear Engineering will no longer hold any shares [4]. Group 3: Implications of the Share Transfer - The transfer is an internal transfer of state-owned assets and will not affect the company's main business structure or daily operations [5]. - The transfer has been approved by China National Nuclear Corporation and will require registration with the China Securities Depository and Clearing Corporation [5].

Core Viewpoint - The company Jingye Intelligent (688290.SH) announced the transfer of 9.07% of its shares from China Nuclear Pu Yuan to China Bao Yuan without compensation, as approved by the China National Nuclear Corporation [1] Group 1: Share Transfer Details - The transfer involves 9.27 million shares, which represents 9.07% of the total share capital of Jingye Intelligent [1] - After the transfer, China Bao Yuan will hold the same number of shares, while China Nuclear Pu Yuan will no longer hold any shares in the company [1] - This equity change is classified as an internal transfer of state-owned assets and does not involve a tender offer [1] Group 2: Corporate Structure - Both China Nuclear Pu Yuan and China Bao Yuan are wholly-owned subsidiaries of the China National Nuclear Corporation [1] - The transfer has been approved by the China National Nuclear Corporation, and a share transfer agreement has been signed between the two parties [1]

景业智能公告，上海中核浦原有限公司拟将其持有的公司927万股（占公司总股本的9.07%）无偿划转 至中国宝原有限公司。本次股权无偿划转完成后，中国宝原将直接持有公司927万股（占公司总股本的 9.07%），中核浦原将不再持有公司股份。 ...

签署日期：2025年11月24日 杭州景业智能科技股份有限公司 简式权益变动报告书 上市公司名称：杭州景业智能科技股份有限公司 股票简称：景业智能 股票代码：688290 股票上市地点：上海证券交易所 信息披露义务人：上海中核浦原有限公司 住所：上海市桂林路396号 通讯地址：上海市桂林路396号 股份变动性质：股份减少（国有股权无偿划转） 1 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国公司法》《中华人民 共和国证券法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容 与格式准则第15号——权益变动报告书》《上海证券交易所科创板股票上市规则》 及相关法律、法规和规范性文件编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人内部规定中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》及《公开发 行证券的公司信息披露内容与格式准则第15号——权益变动报告书》的规定，本 报告书已全面披露信息披露义务人在杭州景业智能科技股份有限公司中拥有权 益的股份变动情况。截至本报告书签署之日，除本报告书披露的信息外，信息披 ...

杭州景业智能科技股份有限公司 简式权益变动报告书 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国公司法》《中华人民 共和国证券法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容 与格式准则第15号——权益变动报告书》《上海证券交易所科创板股票上市规则》 及相关法律、法规和规范性文件编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人内部规定中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》及《公开发 行证券的公司信息披露内容与格式准则第15号——权益变动报告书》的规定，本 报告书已全面披露信息披露义务人在杭州景业智能科技股份有限公司中拥有权 益的股份变动情况。截至本报告书签署之日，除本报告书披露的信息外，信息披 露义务人没有通过任何其他方式增加或减少其在杭州景业智能科技股份有限公 司中拥有权益的股份。 四、本次权益变动系根据本报告书所载明的资料进行。除信息披露义务人外， 没有委托或者授权任何其他人提供未在本报告中列载的信息和对本报告做出任 何解释或者说明。 上市公司名称：杭州景业智能科技股份有限公司 股 ...

证券代码：688290 证券简称：景业智能 公告编号：2025-071 杭州景业智能科技股份有限公司 上海中核浦原有限公司（以下简称"中核浦原"）拟将其持有的杭州景业智能 科技股份有限公司（以下简称"公司"）9,270,000 股（占公司总股本的 9.07%）无偿 划转至中国宝原有限公司（以下简称"中国宝原"）。 本次股权无偿划转的划出方中核浦原和划入方中国宝原均为中国核工业集 团有限公司（以下简称"中核集团"）的全资子公司，中核集团已批准本次国有股权 无偿划转。 本次股东权益变动系国有股权无偿划转，不涉及要约收购，不会导致公司 控股股东及实际控制人的情况发生变化。 一、国有股权无偿划转的基本情况 公司于 2025 年 11 月 24 日收到中核浦原《关于中核浦原无偿划转景业智能股 权至中国宝原的告知函》，同意将中核浦原所持公司 9,270,000 股（占公司总股本 的 9.07%）无偿划转至中国宝原。本次无偿划转完成后，中国宝原将直接持有公司 9,270,000 股（占公司总股本的 9.07%），中核浦原将不再持有公司股份。 关于持股 5%以上股东国有股权无偿划转的提示性公告 本公司董事会及全体董事保证本公 ...

Investment Rating - The industry rating is "Outperform the Market" indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [13]. Core Insights - The strategic partnership between Jingye Intelligent and domestic full-function GPU company Moore Threads aims to advance the "AI + Embodied Intelligence" strategy, with plans to launch multiple robots equipped with domestic computing solutions based on application scenarios [3][5]. - The IRON humanoid robot showcased by Xiaopeng at the Technology Day demonstrated impressive walking capabilities, while Tesla's Optimus robot also showed significant improvements in flexibility, indicating advancements in humanoid robotics [4]. - The humanoid robot market in China is projected to reach nearly 38 billion yuan by 2030, with a compound annual growth rate (CAGR) exceeding 61% from 2024 to 2030, as sales are expected to grow from approximately 4,000 units to 271,200 units [5]. Summary by Sections - **Strategic Partnerships**: Jingye Intelligent collaborates with Moore Threads to enhance AI capabilities in robotics, focusing on embodied intelligence and AI server development [3]. - **Technological Advancements**: The IRON humanoid robot and Tesla's Optimus robot showcase significant improvements in mobility and functionality, reflecting the rapid evolution in humanoid robotics [4]. - **Market Projections**: The Chinese humanoid robot market is anticipated to grow substantially, with significant increases in both market size and unit sales over the next decade [5].

Investment Rating - The industry rating is "Outperform the Market" indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [14]. Core Insights - The global nuclear energy sector is experiencing a revival, with significant interest in small modular reactors (SMRs) as a key solution for meeting the growing energy demands of artificial intelligence [4][5]. - China National Nuclear Corporation (CNNC) showcased its full industry chain capabilities at the 2025 World Nuclear Energy Exhibition (WNE), highlighting technologies such as "Hualong One" and "Linglong One," which have attracted global attention [3]. - The collaboration between CNNC and international partners, including Electricité de France, emphasizes the importance of SMR technology in promoting diversified applications of nuclear energy [4]. Summary by Sections Industry Overview - The report discusses the advancements in nuclear energy, particularly focusing on the development and application of small modular reactors (SMRs) [4][5]. - The exhibition highlighted CNNC's progress in small reactor construction, which has garnered interest from global corporate executives and institutional representatives [3]. Key Companies to Watch - **Jingye Intelligent**: Collaborating with Zhejiang University to establish a joint R&D center for micro-reactor/SMR technology, showing significant growth potential in the context of global AI demand and energy transition [6]. - **Jia Electric**: The main helium fan is the only power device for the primary loop of fourth-generation high-temperature gas-cooled reactors, with its subsidiary leading in nuclear pump products [6]. - **Guoguang Electric**: Key components for the ITER project, focusing on filter and cladding systems [6]. - **Lanshi Heavy Industry**: Covers upstream nuclear fuel systems, midstream nuclear power plant equipment, and downstream spent fuel processing [6]. - **Kexin Electromechanical**: Manufacturing high-temperature gas-cooled reactor products, with new fuel transport containers replacing imports [6]. - **Hailu Heavy Industry**: Services various reactor types, including third and fourth-generation reactors and thermonuclear fusion reactors (ITER) [6]. - **Jiangsu Shentong**: Secured over 90% of orders for nuclear-grade butterfly valves and ball valves for new nuclear power projects in China [6].

Core Insights - The company emphasizes technology innovation as its core driving force [1] - The company is increasing its R&D investment to focus on three key areas [1] Group 1: Key Areas of Focus - The first area is the iteration and upgrade of key technologies and core products [1] - The second area involves deepening the development of special quadruped and humanoid robots to create intelligent and highly adaptable solutions [1] - The third area is the research and development of micro-reactor/SMR key technologies to provide innovative power for the clean energy sector [1]