Core Insights - The company reported a revenue of 1.607 billion yuan and a net profit of 120 million yuan for Q1 2025, indicating a stable performance in its core business [1] - R&D investment increased by 1.66% year-on-year, accounting for 13.01% of revenue, with cumulative R&D spending exceeding 3.4 billion yuan since its listing [1] - The company is focusing on AI and robotics to enhance its industrial solutions, with significant applications in various sectors [2] Group 1: Financial Performance - In Q1 2025, the company achieved a revenue of 1.607 billion yuan and a net profit of 120 million yuan [1] - R&D expenses grew by 1.66% year-on-year, representing 13.01% of total revenue, an increase of 1.18 percentage points [1] Group 2: Business Development - The company maintains a leading market share in DCS and SIS systems, with growth driven by AI and robotics initiatives [1] - The AI business has been successfully applied in industries such as petrochemicals and power generation, improving production efficiency by nearly 50% [1][2] Group 3: Market Expansion - The company is actively pursuing international clients in the Middle East and Southeast Asia, with new projects signed with major firms like Saudi Aramco [2] - The domestic market is seeing increased demand for localized alternatives, supported by national policies [2] Group 4: Strategic Initiatives - The company has established joint ventures and AI labs with major steel companies, aiming for significant equipment updates in the metallurgy sector [3] - It has secured contracts with leading global oil companies, enhancing its international market presence [3][4] Group 5: Future Outlook - The company is positioned to benefit from the "ALL in AI" strategy, expanding its global network to over 50 countries and 35,000 enterprises [4] - The combination of domestic policy support, enhanced AI technology penetration, and global collaboration is expected to drive future growth [4]

Market Overview - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 29.894 billion yuan, with the Sci-Tech Innovation Board seeing a net outflow of 1.687 billion yuan [1] - A total of 213 stocks saw net inflows, while 369 stocks experienced net outflows [1] Sci-Tech Innovation Board Performance - On the Sci-Tech Innovation Board, 181 stocks rose, while 399 stocks fell, with one stock, Kesi Technology, hitting the daily limit down [1] - The top three stocks with the highest net inflow of funds were Cambrian (81.9231 million yuan), Daotong Technology (56.5519 million yuan), and Chip Origin (47.8249 million yuan) [2] Continuous Fund Flow Analysis - There are 42 stocks that have seen continuous net inflows for more than three trading days, with Rendu Biotech leading at 11 consecutive days of inflow [2] - Conversely, 154 stocks have experienced continuous net outflows, with Aiko Optoelectronics and Excellent New Energy both seeing 12 consecutive days of outflow [2] Top Fund Inflows - The top stocks by net inflow include: - Cambrian: 81.9231 million yuan, with a flow rate of 2.05% and a price increase of 3.02% [2] - Daotong Technology: 56.5519 million yuan, with a flow rate of 12.75% and a price increase of 2.02% [2] - Chip Origin: 47.8248 million yuan, with a flow rate of 6.53% and a price decrease of 0.55% [2] Notable Outflows - The stock with the highest net outflow was Hengxuan Technology, which saw a net outflow of 117 million yuan despite a price increase of 5.01% [1] - Other notable outflows included Zhongkong Technology and Shijia Photon, with net outflows of 99.0516 million yuan and 92.2874 million yuan, respectively [1]

Core Viewpoint - The construction of intelligent oilfields in China is entering a new stage of high-quality development driven by the "Digital China" initiative and energy security strategy, with significant growth expected in the market size of intelligent oilfield services [1][11]. Industry Overview - Intelligent oilfields utilize modern information technologies such as IoT, big data, cloud computing, and artificial intelligence for intelligent management throughout the oilfield lifecycle, breaking down data silos and enhancing operational efficiency [2][5]. - The intelligent oilfield service market in China is projected to exceed 19 billion yuan in 2024, reflecting a year-on-year growth of 19.5%, with expectations to reach 22.1 billion yuan by 2025 [1][11]. Industry Chain - The intelligent oilfield industry ecosystem in China encompasses the entire chain from technology research and development to system integration and application scenarios, with upstream suppliers providing smart hardware and digital solutions, midstream integrators focusing on data platforms, and downstream operators implementing these technologies [5]. Market Dynamics - As of 2024, China has developed 1,159 oilfields, with 33.4% having completed intelligent upgrades, indicating a trend towards increased automation and efficiency in oilfield operations [7][9]. - The industrial crude oil output in China is expected to reach 213 million tons in 2024, maintaining a stable growth trajectory [9]. Competitive Landscape - The intelligent oilfield sector is characterized by a competitive landscape dominated by state-owned enterprises, with major players like China National Petroleum Corporation (CNPC), China Petroleum & Chemical Corporation (Sinopec), and China National Offshore Oil Corporation (CNOOC) holding over 60% market share [15][19]. - Private technology firms are also emerging, providing specialized solutions and contributing to a diverse competitive environment [17][19]. Development Trends - The intelligent oilfield industry is evolving towards ecological construction and sustainable development, with AI and digital twin technologies enhancing efficiency and supporting carbon reduction goals [21][22]. - The market is witnessing a shift towards "technological autonomy and ecological openness," with domestic equipment breaking international monopolies and collaborative efforts among companies to provide comprehensive solutions [23]. Key Players - Major state-owned enterprises like CNPC and Sinopec lead the market, supported by ICT giants such as Huawei and Alibaba Cloud, which provide foundational digital technologies [20]. - Specialized service providers like AnKong Technology and LiKong Technology focus on niche markets, establishing competitive advantages in their respective fields [20].

点击上方"公众号"可订阅哦！ 兴业证券计算机小组 蒋佳霖/孙乾/ 杨本鸿/ 陈鑫/张旭光/杨海盟/桂杨 数据来源:Wind,兴业证券经济与金融研究院整理 图 2、计算机行业的标准配置比例 4. 98 4. 58% 5% 3. 86% . 57% 4 4. 11% 3. 57% 4. 18% 4. 04% 3. 36% 56% 3. 54% 23% 4% 3. 3.52% 3, 2. 919 2. 86! 3.09 2. 68% 2- 71 67% 3% 2. 19% 2. 29% 2. 60% 2. 50% 2. 08% 1_38% 1. 65% 2% 1.4 1. 44% 1. 36% 1. 29% 1% 14% 13. 36% 11. 52% 12% 11. 30% 10% 8. 97% 8. 84% 7. 88% 7.72% 8% 7. 50% 6. 3 6. 75% 6. 119 6. 51% 696 4. 67% 5. 00% 4. 80% 4. 35% 4. 8RW 01% 4 496 4. 29% 4. 44% 3.64% A 149 3.78% 3.19% 3. 24% 2. 72% 2. 6 ...

证券代码：688777 证券简称：中控技术 公告编号：2025-015 中控技术股份有限公司 2024年年度股东大会决议公告 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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东大会召开的时间：2025 年 4 月 22 日 （二） 股东大会召开的地点：浙江省杭州市滨江区六和路 309 号中控科技园公 司会议室 （三） 出席会议的普通股股东持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 377 | | --- | --- | | 普通股股东人数 | 377 | | 2、出席会议的股东所持有的表决权数量 | 218,749,002 | | 普通股股东所持有表决权数量 | 218,749,002 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比例 | 27.8408 | | （%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 27.8408 | （四） 表决方式是否符合《公司法》及公司章程的规 ...

4月16日，由中国自动化学会主办的2025中国自动化产业年会（CAIAC 2025）暨第二十届中国自动化产 业世纪行活动在北京顺利召开。本届大会以"提智向新 聚势前行"为主题，全面总结了过去一年中国自 动化产业在技术创新、产业升级等方面取得的突破性进展，并对2024年度为推动自动化领域发展作出突 出贡献的先进个人、优秀团队和标杆企业进行了表彰。 中控技术表示，公司将以更加成熟稳健的步伐深耕于流程工业领域持续深耕流程工业智能化领域，加速 工业AI的产业化落地与价值转化。我们始终秉持"开放、协作、共赢"的理念，期待与全球合作伙伴携 手，共同谱写工业智能化时代的新篇章，为全球工业转型升级贡献中国智慧和中国方案。 中控技术凭借在工业AI领域的深入探索与创新实践，共斩获"年度企业""年度团队""年度最具价值解决 方案""年度最具竞争力创新产品""年度最具影响力工程项目""年度优质工业安全服务商"六项中国自动 化年度大奖。 作为工业AI领域的探路者、领路人，2024年，中控技术全面开启"All in AI"战略，并正式确立了"成为工 业AI全球领先企业，用AI推动工业可持续发展"的宏伟愿景，搭建了互联互通的数智生态平台， ...

Core Viewpoint - The company Zhongkong Technology (688777) has introduced a new industrial AI-driven operational framework called "1+2+N," which aims to enhance enterprise intelligence and has shown significant growth in various sectors, including overseas business and robotics [1][3]. Group 1: Company Performance - As of April 18, 2025, Zhongkong Technology's stock closed at 47.67 yuan, down 1.83% from the previous week [1]. - The company's total market capitalization is 37.687 billion yuan, ranking 3rd in the automation equipment sector and 352nd among all A-shares [1]. - In 2024, the company achieved revenue of 8.85 billion yuan in the oil and gas sector and over 2 billion yuan in new orders in the liquor industry [1][3]. Group 2: Technological Developments - The "1+2+N" framework consists of one factory operating system, two core models (TPT and HGT), and multiple industrial agents covering various scenarios [1]. - The HGT model is a hybrid of open-source large language models and proprietary graph attention models, featuring four core technologies and three main application scenarios [2]. Group 3: International Expansion - In 2024, Zhongkong Technology's overseas business generated 749 million yuan in revenue, marking a year-on-year increase of 118.27% [2][3]. - The company has established deep partnerships with international clients, including Saudi Aramco and Indonesia's Pertamina, with new overseas contracts totaling 1.355 billion yuan [2]. Group 4: Robotics Business - The robotics segment achieved revenue of 56.01 million yuan in 2024, with new orders amounting to 167 million yuan [2][3]. - The company launched the "Plantbot" solution for process industry robotics and successfully secured multiple high-end international projects [2].

据了解，中证浙江企业综合指数与中证浙江民营企业指数分别选取注册地在浙江省的全部上市公司证券 与民营上市公司证券作为指数样本，以反映浙江省上市公司证券和民营上市公司证券的整体表现。该指 数以2004年12月31日为基日，以1000.0点为基点。 金融界4月14日消息，上证指数高开高走，中证浙江民营企业指数 (浙江民企，000840)报7165.72点。 数据统计显示，中证浙江民营企业指数近一个月下跌12.68%，近三个月上涨3.32%，年至今下跌 1.28%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样本中剔除。样本公司发生收 购、合并、分拆等情形的处理，参照计算与维护细则处理。 从指数持仓来看，中证浙江民营企业指数十大权重分别为：同花顺（2.27%）、三花智控（2.22%）、 华友钴业（1.69%）、恒生电子（1.58%）、拓普集团（1.32%）、华东医药（1.31%）、新和成 （1.3%）、大华股份（1.23%）、中控技术（1.22%）、卫星化学（1.15%）。 从中证浙江民营企业指数持仓样 ...

Group 1: Industrial AI and Automation - The core business of the company shows stable growth, with revenue reaching 9.14 billion yuan in 2024, a year-on-year increase of 6% [3] - The industrial automation and intelligent manufacturing solutions segment achieved revenue of 5.64 billion yuan, up 14% year-on-year, accounting for 62% of total revenue [3] - The company has established a robot product business system, generating revenue of 56.01 million yuan in 2024, marking rapid growth from zero [4] Group 2: Alibaba's E-commerce and Cloud Computing - Alibaba is expected to achieve total revenue of 236.1 billion yuan in FY2025Q4, representing a year-on-year growth of 6% [9] - The Taotian Group's revenue is projected to grow by 5% to 98 billion yuan, with a gross merchandise volume (GMV) increase of 5% [10] - The cloud computing segment is anticipated to generate revenue of 30 billion yuan, reflecting a year-on-year growth of 17% [12] Group 3: Jitu Express Logistics - Jitu Express has expanded its logistics business across 13 countries, leveraging e-commerce growth in Southeast Asia and China [14] - The company achieved profitability in 2024, marking a significant turnaround [15] - Revenue projections for Jitu Express are set at 11.44 billion, 13.01 billion, and 14.89 billion USD for 2025-2027, with corresponding net profits of 343 million, 583 million, and 886 million USD [23] Group 4: Anhui Heli Engineering Machinery - Anhui Heli reported revenue of 17.325 billion yuan in 2024, a year-on-year increase of 0.99% [25] - The company has accelerated its overseas market expansion, achieving a 13% year-on-year increase in overseas revenue to 6.93 billion yuan [27] - The domestic market revenue decreased by 6% to 10.19 billion yuan, but the company is optimizing its industrial layout [27] Group 5: China Oriental Education - The company achieved revenue of 4.12 billion yuan in 2024, a year-on-year increase of 3.5%, with a net profit of 510 million yuan, up 88% [29] - The gross profit margin improved to 51.4%, driven by an optimized course structure [30] - The company plans to maintain a dividend payout ratio of no less than 60% from 2025 to 2027 [31] Group 6: Weichai Power - Weichai Power reported revenue of 215.69 billion yuan in 2024, with a net profit of 11.4 billion yuan, reflecting a year-on-year growth of 26.5% [34] - The company plans to distribute a cash dividend of 3.47 yuan per 10 shares, totaling approximately 30.24 billion yuan [37] - Revenue projections for Weichai Power are set at 227.7 billion, 244.5 billion, and 263.5 billion yuan for 2025-2027, with corresponding net profits of 12.4 billion, 13.7 billion, and 15.5 billion yuan [38] Group 7: Hehe Information Technology - Hehe Information is a leading AI and big data company, with a revenue compound annual growth rate (CAGR) of 21% from 2022 to 2024 [39] - The company has a large user base, with 168 million monthly active users (MAU) across its core products as of Q3 2024 [39] - The intelligent text recognition market is projected to reach 33 billion USD globally by 2030, with a CAGR of 14.8% from 2023 to 2030 [44]