中控技术公告，公司预计2025年度归属于母公司所有者的净利润为4.26亿元到5.24亿元，同比下降 53.07%到61.85%。公司2025年业绩较上年同期下降的主要原因系：宏观经济增速放缓，下游客户需求 疲软，公司主营业务收入较去年同期下降；银行理财、利息收入同比减少以及汇兑损失同比增加所致。 公司全力投入发展工业AI业务，时间序列大模型TPT等创新业务已逐步实现规模化商业落地。 ...

Revenue Projections - The company expects 2025 annual revenue to be between CNY 763,977.38 million and CNY 844,396.05 million, a decrease of CNY 69,455.35 million to CNY 149,874.02 million, representing a year-on-year decline of 7.60% to 16.40%[3]. Profit Projections - The projected net profit attributable to the parent company for 2025 is expected to be between CNY 42,618.44 million and CNY 52,415.78 million, a decrease of CNY 59,282.89 million to CNY 69,080.24 million, reflecting a year-on-year decline of 53.07% to 61.85%[3]. - The expected net profit attributable to the parent company after deducting non-recurring gains and losses is projected to be between CNY 32,762.93 million and CNY 40,294.64 million, a decrease of CNY 63,467.14 million to CNY 70,998.85 million, indicating a year-on-year reduction of 61.17% to 68.42%[3]. - The total profit for the previous year was CNY 119,847.01 million, with a net profit attributable to the parent company of CNY 111,698.67 million[4]. - The company reported earnings per share of CNY 1.42 for the previous year[5]. Performance Decline Factors - The decline in performance is primarily attributed to a slowdown in macroeconomic growth, weak downstream customer demand, and reduced income from bank wealth management and interest, along with increased exchange losses[7]. Business Focus and Innovations - The company is focusing on developing its industrial AI business, with innovations like the time series large model TPT gradually achieving commercial scale[7]. Forecast Accuracy and Investment Risks - There are no significant uncertainties affecting the accuracy of this earnings forecast[8]. - The forecast data is preliminary and subject to change pending the audited annual report for 2025[9]. - Investors are advised to be cautious regarding investment risks associated with the preliminary data[9].

人民财讯1月9日电，中控技术(688777)1月9日公告，预计2025年年度实现归属于母公司所有者的净利润 为4.26亿元到5.24亿元，同比下降53.07%到61.85%。公司2025年业绩较上年同期下降的主要原因系：宏 观经济增速放缓，下游客户需求疲软，公司主营业务收入较去年同期下降；银行理财、利息收入同比减 少以及汇兑损失同比增加所致。公司全力投入发展工业AI业务，时间序列大模型TPT等创新业务已逐步 实现规模化商业落地。 ...

Investment Rating - The report maintains an investment rating of "Leading the Market - A" for the computer industry [1][11]. Core Insights - The report highlights the acceleration of AI development in the manufacturing sector, driven by a recent policy issued by multiple government departments, aiming for significant advancements in AI technology and its applications by 2027 [3][5]. - The policy outlines specific goals, including the application of 3-5 general large models in manufacturing, the creation of 100 high-quality datasets, and the promotion of 500 typical application scenarios [3][5]. - The report emphasizes the transition of industrial AI from isolated applications to comprehensive integration across all manufacturing processes, with significant growth in AI adoption among industrial enterprises [6][7]. Summary by Sections Industry Performance - The computer industry has shown a strong market performance over the past year, with a focus on AI applications in manufacturing [1]. Policy Impact - The recent policy is a detailed implementation of previous guidelines, focusing on computational power, model development, data management, and application scenarios in manufacturing [5][6]. - Specific initiatives include support for advanced training chips, the development of industry-specific models, and the establishment of a chief data officer system in enterprises [5][6]. AI Adoption - The report notes a significant increase in the adoption of large models and intelligent agents in Chinese industrial enterprises, rising from 9.6% in September 2024 to 47.5% in 2025, with expectations for further rapid growth in 2026 [6][7]. Investment Recommendations - The report suggests focusing on companies involved in industrial AI applications, data annotation, and AI computing power, including firms like Zhong控 Technology, Kingdee International, and others [7].

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：智慧城市、人工智 能、AI模型、工业软件、DeepSeek概念等。 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。 责任编辑：小浪快报 1月9日，中控技术盘中上涨2.01%，截至14:09，报53.82元/股，成交9.90亿元，换手率2.37%，总市值 425.82亿元。 资金流向方面，主力资金净流出3221.73万元，特大单买入1.13亿元，占比11.46%，卖出1.28亿元，占比 12.91%；大单买入2.90亿元，占比29.30%，卖出3.08亿元，占比31.10%。 中控技术今年以来股价涨9.08%，近5个交易日涨9.08%，近20日涨3.10%，近60日跌3.93%。 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199 ...

Group 1 - The core viewpoint of the articles highlights the strong growth and potential of the humanoid robot market, with significant contributions from Chinese manufacturers [1][2] - According to Omdia's report, global humanoid robot shipments are expected to reach 13,000 units by 2025, with Chinese companies leading the market [1] - AGIBOT has achieved the highest global shipment volume of over 5,100 units, capturing a 39% market share, making it the leader in both shipment volume and market share [1] - The humanoid robot industry is accelerating, with multiple manufacturers launching mass production versions and some products already being utilized in factories [1] - The report predicts exponential growth in the humanoid robot sector, with shipments potentially reaching 2.6 million units by 2035 [1] - The top ten weighted stocks in the CSI Robot Index account for 52.83% of the index, indicating a concentrated investment opportunity in leading companies [1] Group 2 - The Jia Shi Robot ETF (159526) closely tracks the CSI Robot Index, focusing on companies involved in the entire robot industry chain, including system solution providers and automation equipment manufacturers [2] - Investors without stock accounts can access the robot industry development opportunities through the Jia Shi Robot ETF linked fund (024620) [2]

Group 1 - The A-share market experienced a rebound, with the Shanghai Composite Index rising nearly 1% and returning to 4100 points for the first time in 10 years [1] - The Robot ETF Fund (159213) saw a significant inflow of funds, attracting over 210 million yuan in a single day and accumulating over 2 billion yuan in inflows over the past nine days [1] - The top ten constituent stocks of the Robot ETF Fund showed strong performance, with notable gains from companies like Keda Xunfei (10.31%) and Dazhong Laser (4.12%) [1] Group 2 - The Ministry of Industry and Information Technology and eight other departments issued an implementation opinion on the "Artificial Intelligence + Manufacturing" initiative, emphasizing the acceleration of industrial robot applications and the establishment of humanoid robot production bases [2] - The humanoid robot industry is in its early production stage, with significant breakthroughs in order sizes and a shift towards mass production, indicating a growing market presence [3][4] - By 2025, the cumulative order volume for domestic humanoid robots is expected to exceed 20,000 units, with an estimated delivery volume of over 10,000 units for the year, reflecting rapid maturation of production capacity and supply chain collaboration [3] Group 3 - The humanoid robot market is projected to grow significantly, with estimates suggesting a market size of 2.383 trillion yuan by 2030, representing over 40 times growth from 2025 [6] - The industry is expected to evolve from structured industrial applications to semi-structured commercial services and eventually to open household scenarios, indicating a broadening of application areas [4] - Elon Musk's insights on humanoid robots suggest a future demand ratio of 3:1 to 5:1 between humanoid robots and humans, potentially leading to a global stock of 20 to 30 billion humanoid robots [7] Group 4 - The development of humanoid robots faces three main challenges: creating a highly dexterous hand, developing an AI brain that understands the real world, and achieving large-scale production capabilities [10] - The current focus is on advancing the AI brain, which is crucial for the practical application of humanoid robots, as hardware advancements are already converging [10][11] - Major tech companies are actively investing in humanoid robots, indicating a significant growth opportunity in this sector, with the Robot ETF Fund providing a means for investors to engage with this emerging market [11]

（原标题：400亿杭州自动化龙头发力工业智能） 63岁的褚健，正抢占工业智能的风口。 1月6日，他实控的中控技术，披露一份投资者关系纪要。回应中标某医药项目时，管理层透露，"持续将AI技术深度融入工业关键场景"。 中控技术，位于杭州，作为国产工业自动化领域龙头，其市值超过400亿。褚健团队，已加紧转向工业AI领域。 《21CBR》记者获得的一份纪要显示，在2025年10月的业绩交流会上，中控技术披露一连串惊人的数字。 管理层计划，未来4-5年内，AI业务、机器人业务的年营收规模，分别达到200亿元、50亿元，还要砸200亿元，真金白银投AI。 其终极愿景，是让中控站上万亿市值。 在中控，这位灵魂人物，仅任"战略与技术顾问"一职，日常经营事务，交给董事长兼总裁崔山等人。只是，褚仍活跃在台前，全力推动中控转型 为工业AI公司。 褚健重视的新"武器"，叫TPT。 流程工业时序大模型TPT，于2024年6月发布，是中控AI业务的核心产品，用上30多年干这行的功底。 工业的一切，几乎都跟时间序列数据有关。 比如，某设备失效了，追溯一周之前设备的振动数据，一定有发现。如果能破解这类数据，哪怕提前预知几秒，就能大幅提升生产 ...

其终极愿景，是让中控站上万亿市值。 关键武器 褚健是浙江淳安人，曾担任浙江大学副校长，一手创办中控，打破国际巨头垄断DCS（集散控制系统）的局面。 63岁的褚健，正抢占工业智能的风口。 1月6日，他实控的中控技术，披露一份投资者关系纪要。回应中标某医药项目时，管理层透露，"持续将AI技术深度融入工业关键场景"。 中控技术，位于杭州，作为国产工业自动化领域龙头，其市值超过400亿。褚健团队，已加紧转向工业AI领域。 《21CBR》记者获得的一份纪要显示，在2025年10月的业绩交流会上，中控技术披露一连串惊人的数字。 管理层计划，未来4-5年内，AI业务、机器人业务的年营收规模，分别达到200亿元、50亿元，还要砸200亿元，真金白银投AI。 在中控，这位灵魂人物，仅任"战略与技术顾问"一职，日常经营事务，交给董事长兼总裁崔山等人。只是，褚仍活跃在台前，全力推动中控转型为工业AI 公司。 褚健重视的新"武器"，叫TPT。 流程工业时序大模型TPT，于2024年6月发布，是中控AI业务的核心产品，用上30多年干这行的功底。 工业的一切，几乎都跟时间序列数据有关。 比如，某设备失效了，追溯一周之前设备的振动数据，一 ...

Market Overview - A-shares exhibited mixed performance on the 8th, with the Shanghai Composite Index experiencing narrow fluctuations, while the ChiNext Index declined, and the Sci-Tech 50 Index surged [1] - The Shanghai Composite Index closed down 0.07% at 4082.98 points, the Shenzhen Component Index fell 0.51%, the ChiNext Index dropped 0.82%, and the Sci-Tech 50 Index rose 0.82% [1] - Total trading volume in the Shanghai and Shenzhen markets was approximately 2.83 trillion yuan, a decrease of about 55 billion yuan from the previous day [1] Commercial Aerospace Sector - The commercial aerospace concept saw a significant surge, with over 20 stocks hitting the daily limit, including Qian Zhao Guang Dian and Pu Ni Ce Shi, which both reached the limit [3] - Notable performers included Jin Feng Ke Ji, which achieved a three-day limit increase, and Zhen Lei Ke Ji, which rose over 15% to reach a historical high [3] Controlled Nuclear Fusion Sector - The controlled nuclear fusion concept showed strong performance, with Ha Han Hua Tong rising over 12% and several other stocks, including China Nuclear Engineering and Aerospace Morning Light, hitting the daily limit [6] - Recent breakthroughs in controlled nuclear fusion technology were reported, with the EAST device confirming the existence of a density-free zone, providing important physical evidence for high-density operation [6][8] Industrial Software Sector - The industrial software concept gained traction, with Han De Information rising over 13% and Baoxin Software hitting the daily limit [9] - The Ministry of Industry and Information Technology, along with other departments, issued a directive to strengthen the development of industrial software, indicating a supportive policy environment for the sector [11]