中控技术股份有限公司 证券代码：688777 证券简称：中控技术 公告编号：2025-041 二、 回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关规定，现将公司回购股份进展情况公告如下： 截至 2025 年 11 月 21 日，公司通过上海证券交易所交易系统以集中竞价交易 方式已累计回购股份5,943,706 股，占公司总股本 791,189,527 股的比例为 0.7512%， 回购成交的最高价为人民币 51.49 元/股，最低价为人民币 48.30 元/股，成交总金 额为人民币 298,880,900.47 元（不含交易佣金等交易费用）。 关于以集中竞价交易方式回购公司股份的进展公告 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责任。 重要内容提示： | 回购方案首次披露日 | 2025/10/25 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ...

九号公司-WD在分析师会议上明确，其割草机器人业务将聚焦中高端市场，并正加速海外供应链布局，计划在潜在的反倾销裁决前完成海外量产。渠道方 面，其产品已覆盖亚马逊、沃尔玛等北美主流线上平台，并将于明年进驻线下连锁门店。公司还计划在2026年1月的CES展会上推出多款新品，进一步丰富 产品线。 在产业链上游，核心零部件企业同样积极布局。汇川技术已针对人形机器人开发了包括驱动器、电机、行星滚柱丝杠及多种关节模组在内的核心产品，致力 于将工业领域的技术与批量应用经验迁移至此，解决行业痛点。 奥普特则通过与机器人公司越疆科技的深度合作，展示了其3D视觉系统与机械臂的高精度协同能力，共同打造了高效的物流分拣方案。此举为其未来切入 精密装配、自主导航等前沿应用奠定了基础。 三花智控为把握行业机遇，已于今年正式成立机器人事业部，并同步推进海外生产基地建设，旨在通过优化的全球供应链，提升竞争力并为后续产能扩张做 好准备。 【环球网财经综合报道】据Choice数据统计，近一个月（10月19日至11月22日），共有17家A股上市公司接待机构调研量超过200家。其中，机器人赛道成 为最受瞩目的焦点，共有7家相关企业位列其中，显示出资 ...

Core Viewpoint - Zhongkong Technology (688777) has made significant advancements in the automation and AI sectors, particularly in the chemical industry, showcasing its potential for intelligent upgrades and operational efficiency [2][3]. Group 1: Company Developments - Zhongkong Technology's "无人调度" (Unmanned Dispatch) system, developed in collaboration with Wanhua Chemical, has been successfully implemented at Wanhua's industrial park, marking a historic leap towards fully autonomous factories in China's chemical sector [2]. - The company's general control system UCS has been applied in major projects, including China Petroleum's 1.2 million tons/year ethylene project, with total investments exceeding 79 billion yuan [2][5]. - The TPT model, acting as the "smart brain," captures trends in milliseconds, while UCS serves as the "nerve center," providing high-quality real-time data, contributing to a fully autonomous factory technology system [2]. Group 2: Project Outcomes - The implementation of TPT has led to significant operational improvements, including a 99.79% accuracy rate in anomaly warnings, a 25% reduction in furnace time, a 60% decrease in construction costs, and a 67% increase in personnel efficiency [2]. - TPT has been successfully deployed in over a hundred industrial scenarios, with notable results such as a 0.373% increase in single-furnace ethylene yield at China Petroleum, translating to an annual benefit exceeding 15 million yuan [3][5].

责任编辑：小浪快报 资料显示，中控技术股份有限公司位于浙江省杭州市滨江区六和路309号，成立日期1999年12月7日，上 市日期2020年11月24日，公司主营业务涉及面向流程工业为主的工业企业提供以自动化控制系统为核 心,涵盖工业软件、自动化仪表及运维服务的智能制造产品及解决方案,赋能用户提升自动化、数字化、 智能化水平,实现工业生产自动化控制和智能化管理。主营业务收入构成为：工业自动化及智能制造解 决方案58.43%，仪器仪表17.66%，S2B业务10.80%，工业软件7.62%，运维服务4.43%，其他(补 充)1.06%。 中控技术所属申万行业为：机械设备-自动化设备-工控设备。所属概念板块包括：工业软件、AI模型、 新型工业化、DeepSeek概念、人形机器人等。 截至9月30日，中控技术股东户数4.38万，较上期增加9.67%；人均流通股17893股，较上期减少8.75%。 2025年1月-9月，中控技术实现营业收入56.54亿元，同比减少10.78%；归母净利润4.32亿元，同比减少 39.78%。 分红方面，中控技术A股上市后累计派现18.22亿元。近三年，累计派现15.16亿元。 机构持仓 ...

Core Viewpoint - Zhongkong Technology's stock price has experienced a decline, with a current trading price of 49.17 yuan per share and a market capitalization of 38.903 billion yuan, reflecting a net outflow of funds and a decrease in stock performance over various time frames [1][2]. Company Overview - Zhongkong Technology Co., Ltd. is based in Hangzhou, Zhejiang Province, and was established on December 7, 1999. The company went public on November 24, 2020. Its main business involves providing automation control systems and intelligent manufacturing solutions primarily for process industries [1]. - The revenue composition of Zhongkong Technology includes: Industrial Automation and Intelligent Manufacturing Solutions (58.43%), Instruments and Meters (17.66%), S2B Business (10.80%), Industrial Software (7.62%), Operation and Maintenance Services (4.43%), and Others (1.06%) [1]. Financial Performance - For the period from January to September 2025, Zhongkong Technology reported a revenue of 5.654 billion yuan, a year-on-year decrease of 10.78%. The net profit attributable to shareholders was 432 million yuan, down 39.78% compared to the previous year [2]. - Since its A-share listing, Zhongkong Technology has distributed a total of 1.822 billion yuan in dividends, with 1.516 billion yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders of Zhongkong Technology increased to 43,800, representing a 9.67% rise. The average circulating shares per person decreased by 8.75% to 17,893 shares [2]. - The top ten circulating shareholders include various ETFs, with notable changes in holdings, such as E Fund's holdings decreasing by 3.3223 million shares and Huaxia's holdings decreasing by 1.2681 million shares [3].

Core Viewpoint - The A-share market experienced a strong rebound on November 13, particularly in the hard technology sector, with the Robot ETF Fund (159213) rising over 1% and attracting significant net inflows of 9 million yuan on the same day, following a total of over 30 million yuan in net inflows over the previous five days [1][3]. Group 1: Market Performance - The Robot ETF Fund (159213) ended the day with a gain of over 1%, marking the end of a three-day decline [1]. - The fund has seen continuous strong capital inflow, with a total of over 30 million yuan in net inflows over the last five days [1]. - Key component stocks of the Robot ETF Fund showed positive performance, with several stocks, including Dahua Technology and Zhongkong Technology, rising by over 2% and 1% respectively [3]. Group 2: Component Stocks - The top ten component stocks of the Robot ETF Fund include: - Huichuan Technology (300124) with a gain of 1.26% and an estimated weight of 10.22% - Keda Xunfei (002230) with a gain of 0.63% and an estimated weight of 9.25% - Dahua Technology (002236) with a gain of 2.20% and an estimated weight of 5.26% [4]. Group 3: Industry Developments - Yushu Technology launched a full-stack solution for humanoid robot data collection training, featuring the G1-D robot, which is designed for various applications [5]. - UBTECH announced the mass production of its Walker S2 humanoid robots, with a delivery target of 500 units this year, contributing to a cumulative order amount exceeding 800 million yuan for the Walker series [5]. - Industry experts predict that 2026 will mark a significant turning point for the humanoid robot industry, akin to the "iPhone moment," leading to large-scale production and benefiting companies across the supply chain [6]. Group 4: Future Outlook - The robot sector is expected to enter a phase of validation and consolidation after significant adjustments in October, with key developments from companies like Tesla and others supporting market expectations [7]. - Domestic robot companies are accelerating their capitalizations, with notable IPO plans from Yushu Technology and Leju Robotics, indicating a critical moment for the industry [8]. - Major tech players are intensifying their focus on humanoid robots, with expectations for significant production increases by 2026, potentially reaching a shipment volume of "ten thousand units" for domestic robots [8].

Core Points - The Shanghai Composite Index is at 4008.92 points, above the annual line, with a change of 0.22% [1] - A total trading volume of A-shares reached 894.89 billion yuan today [1] - 39 A-shares have surpassed the annual line, with notable stocks including Hangxin Technology, Liwang Co., and Chuanfa Longmang, showing significant deviation rates [1] Summary by Category Market Performance - The Shanghai Composite Index is currently at 4008.92 points, reflecting a 0.22% increase [1] - The total trading volume for A-shares today is 894.89 billion yuan [1] Stocks Surpassing Annual Line - 39 A-shares have crossed the annual line, with the highest deviation rates recorded for: - Hangxin Technology: 4.59% - Liwang Co.: 3.56% - Chuanfa Longmang: 3.27% [1] - Other stocks with smaller deviation rates include: - Jiuzhou Group - Dali Kaipu - Tiens Wind Power [1] Detailed Stock Data - Notable stocks and their performance: - Hangxin Technology: +4.52%, turnover rate 5.95%, latest price 17.34 yuan, deviation rate 4.59% [1] - Liwang Co.: +5.42%, turnover rate 5.46%, latest price 28.02 yuan, deviation rate 3.56% [1] - Chuanfa Longmang: +3.57%, turnover rate 3.12%, latest price 13.07 yuan, deviation rate 3.27% [1]

Investment Rating - The investment rating for the company is "Buy" and is maintained [8] Core Views - The company reported a revenue of 5.654 billion yuan for the first three quarters of 2025, a year-on-year decrease of 10.78%, and a net profit attributable to shareholders of 432 million yuan, down 39.78% year-on-year. The transition pains continue, but there are signs of recovery in key indicators such as contract liabilities and inventory, which increased by 12% and 3% respectively quarter-on-quarter in Q3 [2][6] - New business segments, particularly in industrial AI, showed growth with revenues from TPT and robotics reaching 154 million yuan and 122 million yuan respectively, marking increases of 37.56 million yuan and 11.69 million yuan compared to H1 [2][6] - The company expects net profits attributable to shareholders to reach 910 million yuan, 1.16 billion yuan, and 1.46 billion yuan for 2025-2027, reflecting a year-on-year change of -18.4%, +27.4%, and +25.9% respectively, indicating a potential recovery [2][6] Summary by Sections Financial Performance - For the first three quarters of 2025, the company achieved a total revenue of 5.654 billion yuan, down 10.78% year-on-year, and a net profit of 432 million yuan, down 39.78% year-on-year. The Q3 performance showed a revenue of 1.824 billion yuan, a decrease of 12.52% year-on-year, and a net profit of 78 million yuan, down 61.25% year-on-year [6][2] - The gross margin for Q3 was approximately 31.42%, with a slight decline compared to previous periods, attributed to increased competition and pricing pressures in a challenging market environment [13] Business Development - The TPT platform has entered a phase of large-scale application, with over 110 successful projects implemented across various industries, including petrochemicals and thermal power. The TPT 2.0 platform was launched, enhancing capabilities and flexibility for users [13] - The company has begun to see results from its subscription model, with annual recurring revenue (ARR) reported at 76.91 million yuan, indicating progress in its strategic transformation [13] Investment Outlook - The company is expected to face ongoing transition challenges but is viewed positively for its long-term value in the industrial AI sector. The focus on new business models and technology advancements is anticipated to drive future growth [13][2]

Group 1 - The company has approved a share repurchase plan using its own funds and raised funds, with a maximum repurchase price of RMB 68.81 per share and a total repurchase amount between RMB 50 million and RMB 100 million [2] - The repurchase period is set for up to 12 months from the board's approval date [2] - As of October 31, 2025, the company had not yet implemented the share repurchase [3] Group 2 - On November 4, 2025, the company conducted its first share repurchase, acquiring 196,397 shares, which is 0.0248% of the total share capital of 791,189,527 shares [3] - The highest price for the repurchased shares was RMB 51.00, and the lowest was RMB 50.77, with a total transaction amount of RMB 10,000,668.77 (excluding transaction fees) [3] - The share repurchase complies with relevant laws and regulations [4]

Core Viewpoint - The company Zhongkong Technology (688777) announced a share buyback plan, intending to repurchase shares worth between 500 million to 1 billion yuan at a price not exceeding 68.81 yuan per share [1] Group 1 - The total amount allocated for the share buyback ranges from 500 million to 1 billion yuan [1] - The maximum repurchase price is set at 68.81 yuan per share [1]