四大模型的协同运作，犹如为工厂装上了能够洞察复杂工艺脉动的"智慧大脑"。系统不仅能够基于历史 数据和实时信息学习推演事故发展路径，提前识别异常趋势，还能快速锁定异常原因，并通过可视化方 式清晰展示可能的事故演变路径，通过数据和模型融合驱动的动态风险集控平台，全面监测工艺、设 备、人员、物料、环境过程数据，实现风险动态监控、分析、预警和联动处置，形成"动态评估-智能推 演-自主决策"的完整闭环。这一创新不仅实现了风险管控从事后处置向事前预警的转变，更构建了从数 据感知到智能研判再到闭环处置的全流程数字化解决方案。 7月8日，"'AI+安全'风险主动预测预警模型项目启动会"在广西华谊能源化工有限公司（以下简称"广西 华谊能化"）顺利召开，标志着中控技术与广西华谊能化在"AI+安全"领域的深度合作全面开启，也预示 着能源化工行业的安全管理正从传统的"被动响应、人工处置"向"主动预防、智能防控"实现质的飞跃。 广西华谊能化始终将安全生产放在发展的首要位置，面对复杂的生产环境与高危的工艺环节，如何突破 传统安全管理模式的局限，实现从"被动应对"到"主动防控"的跨越，已成为企业高质量发展的关键课 题。 基于对行业的深刻理 ...

金融界消息 截至2025年8月12日收盘，中控技术（688777）报收于47.98元，下跌0.93%，换手率 1.44%，成交量11.30万手，成交金额5.42亿元。 资金流向方面，今日主力资金净流入1154.98万元，占比成交额2.13%。其中，超大单净流出1770.17万 元、占成交额3.26%，大单净流入2925.15万元、占成交额5.39%，中单净流出流出1261.09万元、占成交 额2.33%，小单净流入106.11万元、占成交额0.2%。 通过天眼查大数据分析，中控技术股份有限公司共对外投资了42家企业，参与招投标项目4363次，知识 产权方面有商标信息301条，专利信息1927条，此外企业还拥有行政许可239个。 来源：金融界 中控技术最新一期业绩显示，截至2025一季报，公司营业总收入16.07亿元、同比减少7.55%，归属净利 润1.20亿元，同比减少17.42%，扣非净利润7720.85万元，同比减少34.88%，流动比率1.955、速动比率 1.492、资产负债率41.64%。 天眼查商业履历信息显示，中控技术股份有限公司，成立于1999年，位于杭州市，是一家以从事仪器仪 表制造业为主的 ...

Group 1 - AI for Science (AI4S) has become a new paradigm in scientific research, entering an accelerated development phase, utilizing deep learning to solve core challenges in life sciences, materials science, and chemical reactions [7][8][21] - The development of AI4S has led to new collaborative states, with companies either using AI algorithms for contract research or building internal AI platforms for innovation [14][16] - Domestic AI development is increasingly focused on AI+ applications, with large enterprises beginning to consider early-stage layouts [21][25] Group 2 - AI4S applications are addressing three major industry pain points, including efficient information extraction, primary artificial replacement, and deep model predictions for initial assessments [32][33] - Innovation is the main theme of AI applications in the chemical industry, with a focus on six sub-sectors, including strain selection and process optimization in the fermentation industry [37][38] - AI4S applications are characterized by long R&D cycles and high costs, data-driven approaches, and high-dimensional design spaces, which traditional experiments cannot validate individually [36][33] Group 3 - The investment landscape includes companies like JingTai Technology, ZhongKong Technology, and ZhiTe New Materials, which are positioned to benefit from AI4S advancements [4][18] - The AI industry chain has seen significant growth, with upstream and midstream sectors developing rapidly under strong policy support, leading to increased capacity and innovation in hardware and software [25][26][27] - The government is actively promoting AI research cooperation, with initiatives aimed at integrating AI into solving major issues like climate and health [18][20]

Core Insights - The industrial control system (ICS) industry in China is undergoing a strategic transformation from traditional automation to intelligent and autonomous systems, driven by policy guidance and technological innovation, resulting in a market size of over 300 billion yuan with a compound annual growth rate exceeding 10% [1][6][14] - The market structure shows a clear distinction where foreign companies dominate the high-end market while domestic firms are rising in the mid-range segment, with significant advancements in localization [1][20] Industry Overview - ICS refers to the combination of hardware and software used to monitor, control, and manage industrial production processes, ensuring safety, efficiency, and stability [2] - The main categories of ICS include SCADA, DCS, PLC, RTU, and SIS, with further segmentation by industry and control levels [2] Development Background - The Chinese government has prioritized the development of ICS, implementing various policies to enhance network security, data management, and digital transformation, thereby supporting the industry's shift towards autonomy and intelligence [8][9] Industry Chain - The ICS industry has established a complete ecosystem, with upstream focusing on core components and software, midstream on manufacturing and system integration, and downstream applications in diverse sectors like renewable energy and smart manufacturing [10] Current Market Analysis - The ICS market in China is projected to exceed 300 billion yuan in 2024, with expectations to reach 320 billion yuan by 2025, driven by policy support and technological advancements [14] - The DCS market is expected to reach 14.8 billion yuan in 2024, with over 95% penetration in the petrochemical and power sectors [17] Competitive Landscape - The competitive landscape is characterized by foreign companies leading the high-end market, while domestic firms like Inovance Technology and Zhongkong Technology are gaining ground in the mid-range market [20][21] - Siemens holds a 48% market share in the PLC sector, while domestic companies are achieving significant localization breakthroughs [20] Future Trends - The ICS industry is moving towards intelligent upgrades driven by technology integration, with AI and edge computing enhancing system capabilities [24] - The push for localization and global expansion is accelerating, with domestic companies expected to increase their international market share significantly by 2030 [26] - Safety and sustainability are becoming core competitive factors, with a focus on reducing energy consumption and enhancing cybersecurity measures [27]

Core Viewpoint - The company is actively monitoring opportunities in the hydropower sector, particularly in relation to a significant investment of 1.2 trillion in hydropower projects by the government [1] Group 1 - The company has previously participated in multiple national hydropower projects [1] - The company emphasizes its commitment to closely follow policy developments and project progress in the hydropower industry [1] - The company will conduct tracking based on industry conditions and its own situation [1]

Group 1 - The stock price of Zhongkong Technology is reported at 48.48 yuan, down 1.20% from the previous trading day, with a trading volume of 124,543 hands and a transaction amount of 605 million yuan, showing a fluctuation of 1.83% [1] - Zhongkong Technology focuses on the research and development of industrial automation control systems, with main business areas including smart manufacturing and industrial software [1] - The company has made progress in the AI + industrial safety sector, having implemented its first "AI + safety" risk prediction and early warning project in collaboration with Guangxi Huayi [1] Group 2 - From July 2 to July 29, the company received multiple institutional research visits, including from Guotai Junan Securities, focusing on its technological breakthroughs and project implementations in the AI + safety field [1] - In the past year, the company has hosted 1,136 institutional visits totaling 2,268 times [1] - On August 7, the net outflow of main funds was 29.22 million yuan, with a cumulative net outflow of 61.85 million yuan over the past five days [2]

Group 1 - The core index of the Robot ETF Fund (159213), the CSI Robot Index (H30590), has seen a strong increase of 2.73%, with most constituent stocks rising significantly [1] - Notable performers include Robot (300024) which surged by 14.50%, and Huadong CNC (002248) and Zhongdali De (002896) hitting the daily limit up [1] - The ETF fund has shown continuous strength, with a reported increase of 2.8% as of 13:10 on August 6, marking a potential three-day winning streak [4] Group 2 - The top ten constituent stocks of the Robot ETF Fund include Huichuan Technology (300124) with a rise of 2.08%, and Keda Xunfei (002230) with a slight increase of 0.20% [2] - The performance of Stone Technology (688169) has slightly declined by 0.53%, while other stocks like Shuanghuan Transmission (002472) increased by 5.06% [2] - The total market capitalization of the top ten stocks reflects significant historical values, with Robot (300024) having a historical market cap of 35.78 billion [2] Group 3 - On August 5, Yushu Technology launched a new quadruped robot, Unitree A2, which weighs approximately 37 kg and has a maximum running speed of 5 m/s [3] - The Shanghai government has issued a development plan for the embodied intelligence industry, aiming for breakthroughs in at least 20 core algorithms and technologies by 2027, with a target industry scale exceeding 50 billion [5] - CITIC Securities predicts that 2025 will be a pivotal year for the mass production of embodied intelligent robots, emphasizing the integration of AI and robotics as a significant industrial revolution [5][6]

Group 1: ETF Performance - The liquidity of the Robot ETF managed by Jiashi has a turnover rate of 4.52%, with a transaction volume of 24.7961 million yuan. The average daily transaction volume over the past week is 36.7179 million yuan as of August 5 [3] - The Robot ETF has seen a significant growth in scale, increasing by 284 million yuan over the past six months, and its shares have grown by 207 million shares during the same period [3] - As of August 5, the net value of the Robot ETF has increased by 59.49% over the past year, ranking 345 out of 2948 in the index stock fund category, placing it in the top 11.70% [3] Group 2: Historical Returns - Since its inception, the Robot ETF has recorded a highest single-month return of 25.78%, with the longest consecutive months of increase being 3 months and the longest increase percentage being 37.12%. The average return during the months of increase is 8.93% [3] Group 3: Index Composition - As of July 31, 2025, the top ten weighted stocks in the CSI Robot Index include Keda Xunfei, Huichuan Technology, Stone Technology, Dahua Technology, Zhongkong Technology, Dazhu Laser, Shuanghuan Transmission, Robot, Ecovacs, and Julun Intelligent, collectively accounting for 48.86% of the index [3] Group 4: Market Trends - According to a report from Open Source Securities, the financing of domestic embodied intelligence companies is characterized by "rapid growth and hardware-software layout." The hardware sector focuses on humanoid robot bodies and core components, while the software sector emphasizes embodied intelligence algorithms and system development, forming a comprehensive industry chain layout [6] - In the secondary market, the capital actions of leading companies are accelerating, driving the collaborative development of the entire industry chain [6]

金融界2025年8月6日消息，国家知识产权局信息显示，中控技术股份有限公司取得一项名为"一种C4组 分在线调合汽油的控制系统和控制方法"的专利，授权公告号CN116241802B，申请日期为2022年12月。 来源：金融界 天眼查资料显示，中控技术股份有限公司，成立于1999年，位于杭州市，是一家以从事仪器仪表制造业 为主的企业。企业注册资本79059.1256万人民币。通过天眼查大数据分析，中控技术股份有限公司共对 外投资了42家企业，参与招投标项目4346次，财产线索方面有商标信息301条，专利信息1926条，此外 企业还拥有行政许可239个。 ...

Group 1: ETF Performance - The liquidity of the Robot ETF managed by Jiashi has a turnover rate of 2.7%, with a transaction volume of 14.57 million yuan [3] - As of August 1, the Robot ETF has seen a net value increase of 46.01% over the past year, ranking 440 out of 2944 index equity funds, placing it in the top 14.95% [3] - Since its inception, the Robot ETF has recorded a highest monthly return of 25.78%, with the longest consecutive monthly gains being 3 months and a maximum cumulative increase of 37.12%, averaging a monthly return of 8.93% during rising months [3] Group 2: Top Holdings - As of July 31, the top ten weighted stocks in the CSI Robot Index include iFlytek, Huichuan Technology, Stone Technology, Dahua Technology, Zhongkong Technology, Dazhu Laser, Shuanghuan Transmission, Robot, Ecovacs, and Julun Intelligent, collectively accounting for 48.86% of the index [3] Group 3: Market Trends - The "E-Town Robot Consumption Festival," the world's first festival themed around robot consumption, has been launched in Beijing, featuring hundreds of companies across service robots, industrial robots, and special robots, covering applications in home, medical, education, logistics, and entertainment [5] - Dongfang Securities indicates that significant marginal changes in the artificial intelligence industry are expected in the next 1-2 months, following the State Council's approval of the "Artificial Intelligence +" action plan, which aims to promote large-scale commercialization of AI applications [6] - The robot sector is viewed as a crucial application area within the AI industry, with expectations for accelerated progress in the future [6]