Industry Overview - The Ministry of Industry and Information Technology has released a digital transformation implementation plan for the machinery industry, aiming for 50% of enterprises to achieve a maturity level of smart manufacturing by 2027 [1] - The plan includes the establishment of at least 200 excellent smart factories and the cultivation of over 200 scenario-based solutions [1] - By 2030, the plan targets that large-scale enterprises in the machinery industry will complete digital transformation and establish over 500 excellent smart factories [1] - The focus is on breakthroughs in intelligent equipment technologies such as industrial mother machines and robots, as well as innovations in consumer and high-end equipment to support industrial upgrades [1] - The smart factory market surpassed 1 trillion yuan in 2022, with high penetration rates in industries like automotive, 3C electronics, and metal smelting [1] Company Developments - Nengke Technology continues to iterate its "Le Series" industrial software products and has launched the "Ling Series" AI agent products, forming a dual self-developed product system [2] - The AI agent products have achieved breakthrough growth in applications within industries such as robotics, automotive, and aerospace [2] - Zhongkong Technology has customized the most comprehensive and compatible robot hardware and software platform for industrial applications, successfully securing major contracts for smart inspection robots and AMR projects with Saudi Aramco [2]

Group 1 - The core stock price of Zhongkong Technology (688777) closed at 47.88 yuan on August 1, 2025, reflecting a 0.23% increase from the previous week's closing price of 47.77 yuan [1] - The stock reached a peak price of 49.16 yuan on July 29, 2025, and a low of 47.39 yuan on July 30, 2025 [1] - The current total market capitalization of Zhongkong Technology is 37.854 billion yuan, ranking 3rd out of 78 in the automation equipment sector and 399th out of 5149 in the overall A-share market [1] Group 2 - Zhongkong Technology completed the registration of shares for the third vesting period of its 2021 restricted stock incentive plan, with 598,271 shares set to be listed and tradable on August 4, 2025 [2] - A total of 793 individuals are the beneficiaries of this incentive plan, and the total capital contribution received from them amounts to approximately 14.999 million yuan [2] - Following this share issuance, the total share capital of the company will increase to 791,189,527 shares, and the recent changes do not significantly impact the company's financial status or operational results [2]

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 表制造业为主的企业。企业注册资本79059.1256万人民币，实缴资本79059.1256万人民币。公司法定代 表人为CUI SHAN。 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4340次，知识 产权方面有商标信息301条，专利信息1926条，此外企业还拥有行政许可239个。 来源：金融界 金融界消息 截至2025年8月1日收盘，中控技术（688777）报收于47.88元，上涨0.08%，换手率1.31%， 成交量10.27万手，成交金额4.93亿元。 资金流向方面，今日主力资金净流入1289.95万元，占比成交额2.62%。其中，超大单净流入1480.23万 元、占成交额3.0%，大单净流出190.28万元、占成交额0.39%，中单净流出流出2059.52万元、占成交额 4.18%，小单净流入769.57万元、占成交额1.56%。 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%， ...

Group 1: ETF Performance - The liquidity of the Robot ETF managed by Jiashi has a turnover rate of 4.51%, with a transaction volume of 24.81 million yuan [2] - Over the past year, the Robot ETF has seen a significant growth in scale, increasing by 522 million yuan [2] - As of July 31, the net value of the Robot ETF has risen by 45.32%, ranking 468 out of 2943 index equity funds, placing it in the top 15.90% [2] Group 2: Fund Returns - Since its inception, the Robot ETF has achieved a maximum monthly return of 25.78%, with the longest consecutive monthly gains being three months and a maximum cumulative increase of 37.12% [2] - The average return during the months of increase is 8.93% [2] Group 3: 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 [2] Group 4: Market Trends - According to IDC, global shipments of commercial service robots surpassed 100,000 units in 2024, with delivery and cleaning robots dominating the market [4] - Chinese manufacturers lead the market with an 84.7% share of shipments, indicating rapid market expansion [4] - Companies such as Qianlang Intelligent, Pudu Robotics, Gaoxian Robotics, and Yunjijia Technology are among the leaders in global shipment volumes [4] Group 5: Industry Outlook - Great Wall Securities notes that humanoid robots are currently in the factory working phase, with various sectors like automotive, home appliances, and cloud services expanding into the robotics market [5] - The acceleration of orders for humanoid robots and the iterative development of robots are expected to lead to rapid growth in the sector [5] - The financing of robot manufacturers is accelerating, indicating a positive outlook for investment opportunities in the related industry chain [5] Group 6: Investment Opportunities - Investors without stock accounts can access opportunities in the robotics sector through the Robot ETF Jiashi linked fund (024619) [6]

金融界消息 截至2025年7月31日收盘，中控技术（688777）报收于47.84元，上涨0.25%，换手率 2.03%，成交量15.87万手，成交金额7.62亿元。 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4340次，知识 产权方面有商标信息301条，专利信息1921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 表制造业为主的企业。企业注册资本79059.1256万人民币，实缴资本79059.1256万人民币。公司法定代 表人为CUI SHAN。 资金流向方面，今日主力资金净流入8289.21万元，占比成交额10.87%。其中，超大单净流入24.35万 元、占成交额0.03%，大单净流入8264.86万元、占 ...

Core Insights - Zhongkong Technology has won a bid for the "Artificial Intelligence Time Series Large Model Intelligent Control and Optimization System Software" project from China Coal Information Technology (Beijing) Co., Ltd. [1] - The project is centered around Zhongkong Technology's self-developed time series large model TPT, focusing on gasification equipment to create an AI demonstration application [1] Company Summary - Zhongkong Technology is leveraging its proprietary technology to enhance operational efficiency in the coal gasification sector [1] - The project signifies a strategic move towards integrating AI solutions in traditional industries, potentially setting a precedent for future applications [1]

据iFind统计，截至7月29日，沪深两市共有133只个股连续5日或5日以上获主力资金净买入。连续获主 力资金净买入天数最多的股票是中国银行、聚和材料，均已连续12个交易日获净买入；连续获主力资金 净买入天数较多的还有华电国际、苏农银行、纽威股份、宇通客车、中控技术、东方电缆、神驰机电、 赛轮轮胎等股，分别获11个、11个、10个、10个、10个、9个、9个、9个交易日净买入。 （文章来源：证券时报网） ...

Group 1 - The World Artificial Intelligence Conference 2025 (WAIC2025) highlights the accelerating integration of AI in various industries, particularly in manufacturing and chemical sectors, driving a shift towards intelligent and green transformations [1][2] - AI applications, such as the Time Series Model (TPT) and Plantbot solutions, have shown significant results in the chemical industry, reducing operational times and costs, with examples including a reduction in oil switching operation time to under 2 hours and waste liquid treatment time to under 1 hour [2][3] - The integration of AI with digital twin technology and industrial metaverse is expected to enhance decision-making across the entire chemical production chain, moving towards zero-carbon and zero-accident manufacturing [3][6] Group 2 - The conference showcased advancements in robotics, with companies like Shanghai Electric and Shenzhen Cyborg introducing humanoid and heavy-load robots that significantly improve operational efficiency and reduce labor intensity [4][5] - The collaboration between large models and smaller models in robotics is anticipated to advance the technology, making robots more capable and their actions more fluid and natural [4] - The conference also featured discussions on the intersection of AI and scientific discovery, emphasizing the importance of AI in enhancing research capabilities and innovation [5][6] Group 3 - Breakthrough innovations were presented, such as the ChemBOMAS framework, which optimizes chemical reactions and significantly improves yield while reducing catalyst usage [6] - Industry leaders, including the chairman of Innovation Works, emphasized that 2025 will mark a significant year for the large-scale application of AI, comparable to the Industrial Revolution [6]

Core Points - The announcement details the third vesting period of the 2021 Restricted Stock Incentive Plan of Zhongkong Technology Co., Ltd, with 598,271 shares to be listed for trading on August 4, 2025 [2][3][15] - The decision-making process for the vesting of the restricted stock involved multiple board meetings and approvals, ensuring compliance with regulations and independent opinions [4][5][6][9][11] Summary by Sections Vesting Details - The total number of shares for this vesting period is 598,271 [3][21] - The shares will be listed for trading on August 4, 2025 [4][15] Decision-Making Process - The board of directors approved the incentive plan on December 15, 2021, and the independent directors provided opinions on its benefits [4][5] - The plan was publicly disclosed and underwent a review process with no objections raised during the internal announcement period [6][7] Stock Source and Impact - The shares are sourced from the company's issuance of A-share common stock to the incentive targets [14] - The number of incentive recipients is 793, and the vesting does not involve any company directors or senior management [15][16] Financial Impact - The company reported a net profit of approximately 120 million yuan for Q1 2025, with the new shares representing about 0.0757% of the total share capital, indicating a minimal impact on earnings per share [19]

本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 598,271股。 本次股票上市流通总数为598,271股。 证券代码：688777 证券简称：中控技术 公告编号：2025-024 中控技术股份有限公司 2021 年限制性股票激励计划第三个归属期 归属结果暨股份上市的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市流通日期为2025 年 8 月 4 日。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司相关业务规定，中控技术股份有限公司（以下简称"公司"）于 近日收到中国证券登记结算有限责任公司上海分公司出具的《证券变更登记证明》， 公司完成了 2021 年限制性股票激励计划（以下简称"本次激励计划"）第三个归 属期的股份登记工作。现将有关情况公告如下： 一、本次限制性股票归属的决策程序及相关信息披露 （一）2021 年 12 月 15 日，公司召开第五届董事会第八次会议，会议审议通 过了《关于公司<2021 年限制性股票激励计划（草案） ...