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]

Core Insights - China has included nuclear fusion in its "14th Five-Year Plan" and future industrial priorities, while countries like the US, Japan, and the UK are accelerating implementation through legislation and funding support [1] - The global nuclear fusion industry is experiencing a significant increase in financing, with a projected total of $9.766 billion by mid-2025, marking the highest annual growth in three years [2] - The industry is transitioning from laboratory research to engineering implementation, with key components' domestic production driving the pace of development [3] Industry Trends - The global landscape for nuclear fusion is diversifying, with 50% of tokamak devices and various other approaches like stellarators and lasers being explored [2] - The core value of nuclear fusion devices is concentrated in four systems: magnets, blankets, vacuum chambers, and divertors, with the highest cost shares being 28%, 17%, 14%, and 8% respectively [3] Investment Recommendations - Key companies in the nuclear fusion supply chain include China National Nuclear Corporation (000777.SZ), Lansi Heavy Industry (603169.SH), Jingye Intelligent (688290.SH), and Western Superconducting (688122.SH), with a recommendation to also monitor Kexin Electromechanical (300092.SZ) [4]

Core Points - The company announced a cash dividend of 0.0500 yuan per share (including tax) for the first half of 2025 [2] - The record date for the dividend is set for November 7, 2025, with the ex-dividend date and payment date both on November 10, 2025 [2]

中信证券股份有限公司 1 公司已于 2025 年 6 月 19 日完成将公司回购专用证券账户中所持有的 73.80 万股公司股票非交易过户至"杭州景业智能科技股份有限公司—2025 年员工持 股计划"证券账户，截至本核查意见出具日，公司回购专用证券账户持股为 95,708 股。 根据《公司法》《证券法》《上海证券交易所上市公司自律监管指引第 7 号— —回购股份（2025 年 3 月修订）》等相关法律法规、规范性文件以及《公司章程》 的规定，上述公司回购的股份不参与利润分配。因此，公司 2025 年中期利润分 配实施差异化分红。 二、本次差异化分红方案 关于杭州景业智能科技股份有限公司 差异化分红事项的核查意见 中信证券股份有限公司（以下简称"中信证券""保荐人"）作为杭州景业智 能科技股份有限公司（以下简称"景业智能""公司"）首次公开发行股票并在科 创板上市、以简易程序向特定对象发行人民币普通股（A 股）股票的保荐人，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》《上海证券交易所 上市公司自律监管指引第 7 ...

证券代码：688290 证券简称：景业智能 公告编号：2025-070 杭州景业智能科技股份有限公司 2025年半年度权益分派实施公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： 每股现金红利0.0500元 相关日期 | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/11/7 | 2025/11/10 | 2025/11/10 | 1. 发放年度：2025年半年度 2. 分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东（公 司回购专用证券账户除外）。 根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关 是否涉及差异化分红送转：是 每股分配比例 规定，上市公司回购专用证券账户中的股份，不享有股东会表决权、利润分配、 公积金转增股本、认购新股和可转换公司债券等权利，不得质押和出借。 3. 差异化分红送转方案： （1）差异化分红 ...