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景业智能:预计2025年全年净亏损2750万元左右
21智讯1月16日电,景业智能发布年度业绩预告,预计2025年全年归属于上市公司股东的净利润 为-2,750万元左右;预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为-4,400万元左 右。变动原因:(一)报告期内,受各业务领域验收项目减少以及市场竞争加剧影响,公司营业收入和 毛利率同比下降。同时,公司持续加大研发投入,研发费用增加,对当期净利润产生较大影响。(二) 报告期内,核工业领域特定项目因产品暂定价与最终审定价格存在价差,公司依据审定结果相应调减当 期营业收入,对当期经营业绩产生较大影响。 ...
最可控核聚变技术跃进,多只概念股研发强度高
Xin Lang Cai Jing· 2026-01-07 23:51
Group 1 - The concept of controlled nuclear fusion has gained momentum, with several stocks such as China Nuclear Engineering, Snowman Group, and others hitting the daily limit up, while stocks like Yingjie Electric and Zhongtai Co. have seen increases of over 6% [1][6] - The Chinese Academy of Sciences has announced a breakthrough in controlled nuclear fusion technology, confirming the existence of a density-free zone in the EAST experimental device, which provides important physical evidence for high-density operation of magnetic confinement fusion devices [1][6] - Controlled nuclear fusion is considered the ultimate solution for the energy revolution due to its abundant resources, environmental friendliness, and zero-carbon safety [1][6] Group 2 - The global fusion industry has experienced explosive growth, with total investment rising from $1.9 billion in 2021 to $9.7 billion, and an additional $2.6 billion expected in 2024 [2][7] - The global nuclear fusion market is projected to reach $496.55 billion by 2030 and exceed $1 trillion by 2050, driven by breakthroughs in high-temperature superconductors and artificial intelligence [2][7] - The focus of the controlled nuclear fusion industry is on technological engineering and commercial feasibility, with significant investment opportunities concentrated in the upstream sector [2][7] Group 3 - There are 59 stocks in the A-share market related to controlled nuclear fusion, with 22 companies reporting R&D expenses exceeding 5% of their revenue for the first three quarters of 2025 [3][8] - Companies like Changguang Huaxin and Aikesaibo have high R&D intensity, with R&D expenses as a percentage of revenue exceeding 20% [3][8] - Among the 22 companies, 16 reported year-on-year growth in R&D expenses, with notable increases from Juguang Technology (87.76%), Jingye Intelligent (64.87%), and Aikesaibo (42.62%) [3][8]
机器人概念股低开高走,锋龙股份5连板
Mei Ri Jing Ji Xin Wen· 2025-12-30 01:57
每经AI快讯,12月30日,机器人概念股低开高走,锋龙股份5连板,五洲新春直线涨停,龙洲股份、步 科股份、昊志机电、景业智能等跟涨。 (文章来源:每日经济新闻) ...
杭州景业智能科技股份有限公司关于设立控股子公司暨关联交易、开展新业务的公告
Core Viewpoint - The company plans to establish a holding subsidiary, Hangzhou Jinghan Energy Technology Co., Ltd., focusing on advanced nuclear energy systems and key equipment development, with a registered capital of RMB 50 million [2][3]. Group 1: New Business Overview - The new subsidiary will have a registered capital of RMB 50 million, with the company contributing RMB 17.5 million (35%) and other investors contributing the remainder [2][5]. - The main business of the new company will focus on research, design, and manufacturing of advanced nuclear energy systems and key equipment [3][5]. - The establishment of the new company has been approved by various board meetings and does not constitute a major asset restructuring as per regulations [3][6]. Group 2: Industry Context - The global market for small modular reactors (SMR) is entering a commercial demonstration phase, with significant growth potential, projected to exceed several hundred billion USD in the next decade [13][14]. - China is a leading country in the development and demonstration of SMR and micro-reactor technologies, with significant advantages in engineering practices and market application potential [14]. Group 3: Management and Operational Structure - The company will directly hold 35% of the new subsidiary's shares and indirectly control 51% through its wholly-owned subsidiary [15]. - The new company will establish a governance structure and management system in line with the parent company's standards, ensuring compliance and effective risk management [16][24]. Group 4: Financial and Operational Impact - The new business is a strategic move for the company, leveraging its existing capabilities in the nuclear industry to expand into advanced nuclear systems [27]. - Initial investments will be made using the company's own funds, with expectations of potential short-term losses as the new business develops [28][29].
贵州茅台控股股东完成30亿元增持;*ST熊猫涉嫌信披违规被证监会立案丨公告精选
Key Points - Guizhou Moutai's controlling shareholder, Moutai Group, has completed a share buyback plan, acquiring 2,071,359 shares for a total of 3 billion yuan, increasing its stake to 56.63% of the total share capital [1] - Juneyao Airlines plans to purchase 25 Airbus A320 series aircraft for a total of 4.1 billion USD, with deliveries scheduled between 2028 and 2032 [1] - ST Panda is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [1] - Huali Co. has terminated its plan to acquire a 51% stake in Zhongke Huilian due to a lack of consensus on key transaction terms [1][2] - China Duty Free Group's subsidiary has signed a contract for a duty-free project at Beijing Capital International Airport, covering an area of 10,646.74 m², with a guaranteed operating fee of 480.27 million yuan in the first year [3] - Haisheng Pharmaceutical's invested company has initiated Phase II clinical trials for NWRD06, a novel RNA drug targeting GPC3 for liver cancer, marking a significant milestone in cancer treatment [3] - WISCO Development is planning to acquire stakes in WISCO Mining and Luzhong Mining through asset swaps and cash payments, leading to a temporary suspension of its stock [4] - Yonghui Supermarket intends to publicly sell a 28.095% stake in its subsidiary Yonghui Cloud Gold Technology [5] - Shanxi Expressway plans to acquire a 15% stake in Shanxi Transportation Industry Development Group for 74.8 million yuan [5] - China Energy Construction's subsidiary has won a 6.864 billion yuan ecological comprehensive governance project [5]
上纬新材具身智能机器人未实现量产 宏微科技与国内传动领域头部公司签署战略合作协议
Xin Lang Cai Jing· 2025-12-29 13:11
Group 1 - Nanchip Technology plans to sign a technical development authorization agreement with a related party to develop adaptive IP and obtain permanent licensing [4][5] - Guoxin Technology has laid out plans for smart driving MCU chips and is developing a high-performance AI chip with a pre-computing power of over 10,000 DMIPS, which is three times that of its previous model [5][6] - Jingye Intelligent plans to establish a holding subsidiary focused on advanced nuclear energy systems, with a registered capital of 50 million yuan, aiming to leverage its existing technology and management advantages in the nuclear industry [6] Group 2 - Shanghai's municipal government is promoting the use of digital technology in service consumption, including support for AR, VR, and AI applications, to create immersive and sustainable service consumption scenarios [2] - The People's Bank of China has introduced an action plan for digital RMB, which will officially launch on January 1, 2026, with significant transaction volumes already processed [1] - Lingxin Qiaoshou has completed an A++ round of financing, planning to deliver 50,000 to 100,000 dexterous hands by 2026 [7]
景业智能拟设立控股子公司 开展先进核能系统及其关键设备新业务
智通财经网· 2025-12-29 11:44
Core Viewpoint - The company, Jingye Intelligent (688290.SH), plans to establish a holding subsidiary named Hangzhou Jinghan Energy Technology Co., Ltd. with a registered capital of 50 million yuan [1] Group 1: Investment Structure - The company will contribute 17.5 million yuan, accounting for 35% of the new subsidiary's capital [1] - Yang Xingtuan will invest 11.35 million yuan, representing 22.7% [1] - Hangzhou Jingrun's investment partnership will contribute 8 million yuan, making up 16% [1] - Lai Jianliang will invest 7.5 million yuan, which is 15% [1] - Hangzhou Hagon's investment partnership will contribute 5 million yuan, accounting for 10% [1] - Wanli will invest 650,000 yuan, representing 1.3% [1] Group 2: Business Focus - The new company will focus on the research, design, and manufacturing of advanced nuclear energy systems and their key equipment [1] Group 3: Key Personnel - Yang Xingtuan, the technical leader of the team, is a PhD from Tsinghua University and has extensive experience in nuclear science and engineering [1] - He has previously served as the deputy director of the Tsinghua University Institute of Nuclear Energy and New Energy Technology [1] - Yang is also the vice chairman of the National Committee on Reactor Thermal-Hydraulics [1]
景业智能(688290.SH)拟设立控股子公司 开展先进核能系统及其关键设备新业务
智通财经网· 2025-12-29 11:41
Core Viewpoint - Company plans to establish a subsidiary, Hangzhou Jinghan Energy Technology Co., Ltd., with a registered capital of 50 million yuan, focusing on advanced nuclear energy systems and key equipment development, design, and manufacturing [1] Group 1: Investment Structure - Company will contribute 17.5 million yuan, holding a 35% stake in the new subsidiary [1] - Yang Xingtuan will invest 11.35 million yuan for a 22.7% stake [1] - Hangzhou Jingrun's investment partnership will contribute 8 million yuan, representing a 16% stake [1] - Lai Jianliang will invest 7.5 million yuan for a 15% stake [1] - Hangzhou Hagon's investment partnership will contribute 5 million yuan, holding a 10% stake [1] - Wanli will invest 650,000 yuan, representing a 1.3% stake [1] Group 2: Key Personnel - Yang Xingtuan, the technical leader of the team, is a Tsinghua University PhD with extensive experience in nuclear science and engineering [1] - He has previously served as the deputy director of the Tsinghua University Institute of Nuclear Energy and New Energy Technology [1] - Yang is also the vice chairman of the National Reactor Thermal Hydraulics Professional Committee [1] Group 3: Company Background - Lai Jianliang, one of the investors, is the chairman and actual controller of the company [1] - Hangzhou Jingrun's investment partnership is managed by Zhike Technology, a wholly-owned subsidiary of the company [1]
景业智能拟开展SMR业务 提示风险称“短期内难以实现盈利”
"公司积极布局SMR技术,联合核工业客户和浙江大学等机构成立联合研发中心,建立联合实验室,探 索建立具有固有安全、环境零影响和具备高度经济性的小堆微堆方案。"景业智能此前曾表示。而本次 成立专职子公司,是景业智能将这一战略布局推向台前的标志性举措。 在景业智能看来,通过长期深耕核工业智能装备与特种机器人领域,公司已形成核工业机器人、智能装 备、具身智能+AI系统及核应急装备等完整产品体系,具备核心部件自主研制、系统集成与工程落地的 全链条能力,可为SMR相关装备研发制造提供直接支撑,缩短周期并保障供应链安全;依托多年服务 核工业头部客户所积累的信任与资源,也能为SMR新业务提供精准市场对接与项目协同。 景业智能将合计控制景瀚能动51%股权,并将其纳入合并财务报表范围。具体来看,景业智能直接持有 景瀚能动35%股权,并通过全资子公司作为执行事务合伙人的杭州景润自有资金投资合伙企业(有限合 伙)间接控制16%股权。此外,杨星团、来建良、万力等分别持有22.7%、15%、1.3%股份。 SMR在今年成为热门概念。随着AI大模型发展,全球数据中心能源需求爆发式增长,SMR因功率适 配、近零排放等优势成为破局关键。在海 ...
景业智能(688290.SH):拟设立控股子公司开展新业务聚焦于先进核能系统及其关键设备的研发、设计及制造
Ge Long Hui A P P· 2025-12-29 10:32
Core Viewpoint - The company, Jingye Intelligent (688290.SH), plans to establish a holding subsidiary to engage in new business focused on advanced nuclear energy systems and their key equipment development, design, and manufacturing [1] Group 1: Investment Details - The registered capital for the new subsidiary is set at RMB 50 million [1] - The company will contribute RMB 17.5 million, accounting for 35% of the registered capital [1] - Other investors include Yang Xingtuan with RMB 11.35 million (22.7%), Hangzhou Jingrun with RMB 8 million (16%), Lai Jianliang with RMB 7.5 million (15%), Hangzhou Hegong with RMB 5 million (10%), and Wan Li with RMB 650,000 (1.3%) [1]