证券日报网1月26日讯，宏润建设（002062）在接受调研者提问时表示，公司持股星际动力60%，目前 CEO和CTO已到位，团队正在组建中。后续星际动力将基于矩阵超智的底层框架，针对场景做算法调 优、提升可靠性等二次开发，扩展产品市场定位。 ...

Core Viewpoint - The company, Hongrun Construction, focuses on infrastructure construction, primarily in high-technical municipal projects such as bridges, tunnels, and rail transit [1] Group 1: Business Operations - The company is actively expanding into water conservancy projects, leveraging the successful bid for the Majing Port Hub project [1] - The company's revenue from its new energy business has shown growth and achieved stable profitability, which helps the company manage cyclical fluctuations in the construction industry [1]

证券日报网1月26日讯，宏润建设（002062）在接受调研者提问时表示，镜识科技目前用于黑豹II、专 注行业应用的"阿波罗"和家庭智能体"BAOBAO"。2026年上半年预计将发布首款人形机器人。 ...

格隆汇1月26日丨宏润建设(002062.SZ)近日接受特定对象调研时表示，2026 年，公司目标是机器人业务 小批量订单落地，实现营业收入。同时，二次开发产品实现工程场景应用，以进一步提升公司在基础设 施施工领域的科技含量和技术亮点。 ...

格隆汇1月26日丨宏润建设(002062.SZ)近日接受特定对象调研时表示，2026 年，公司目标是机器人业务 小批量订单落地，实现营业收入。同时，二次开发产品实现工程场景应用，以进一步提升公司在基础设 施施工领域的科技含量和技术亮点。 ...

格隆汇1月26日丨宏润建设(002062.SZ)近日接受特定对象调研时表示，目前公司新能源业务已从光伏组 件制造拓展至光伏电站及储能电站投资、新能源 EPC 总承包施工及电站运营，与皖能、国电投、国电 电力等央国企合作更加紧密、业务营收增长结构更加多元及均衡。 ...

宏润建设在投资者关系活动中表示，其控股子公司矩阵超智的产品定位为全尺寸、通用人工智能的人形 机器人，在研产品MATRIX-3对标北美三代机，采用轻量化设计及直线关节，相关官方视频已对外展 示。 ...

证券代码：002062 证券简称：宏润建设 宏润建设集团股份有限公司投资者关系活动记录表 编号：2026-02 2 | 投资者关系 | ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 | | --- | --- | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称 | 中金公司—张若熙、崔力丹，中信证券—孔维实 | | 及人员姓名 | | | 时间 | 2026-01-23 | | 地点 | 宏润大厦会议室 | | 上市公司接待 | 董事会秘书薛锋、科技业务总监毛正 | | 人员姓名 | | | | 1、建筑行业业绩普遍承压，面对可能出现的新签合同量 | | | 收缩，公司是否有应对方案？ | | | 公司主营基础设施建设，其中大部分是桥梁、隧道和轨道 | | | 交通等施工技术要求较高的市政类项目。借助麻泾港枢纽工程 | | | 的中标和施工，公司也将积极拓展水利类等项目。同时，新能 | | | 源业务营收增长并实现稳定盈利，从盈利结构上助力公司应对 | | | 建筑行业的周期波动。 | | 投资者关系 | 2、新 ...

Core Insights - A new company, China Nuclear (Xiangshan) Nuclear Energy Co., Ltd., was established on January 20, with a registered capital of 250 million RMB [1] Company Overview - The legal representative of the new company is Zhong Hua [1] - The business scope includes power generation, transmission, distribution, radiation monitoring, inspection and testing services, heat production and supply, business training, and investment activities using its own funds [1] Shareholder Information - The company is jointly held by China Nuclear Power (601985), Zhongke Zheneng Energy Co., Ltd., Hongrun Construction (002062), Youngor Group Co., Ltd. (600177), and Alibaba's Shanghai Yiqi Network Technology Co., Ltd. [1]

Group 1 - The core viewpoint of the report is that with a stable fundamental base, the growth potential of the company is promising [1][3] - Hongrun Construction is one of the earliest private enterprises to enter the shield tunneling construction sector in China, with over 300 kilometers of cumulative tunneling in more than 20 cities, showcasing its leading position in technical experience and project management capabilities [1] - The company is deepening its engagement in core urban agglomerations under the "Yangtze River Delta Integration" strategy, with stable business segments in urban rail transit and underground space [1] Group 2 - The company is expanding its business from traditional infrastructure to include investments in photovoltaic power plants and energy storage, forming a more balanced growth structure [1] - The new energy business is entering a high growth phase, projected to achieve a revenue increase of 298% year-on-year in 2024 and 94% in the first half of 2025, contributing significantly to profit growth [1] - The strategic shift from "construction contracting" to "infrastructure + new energy" is beginning to show results as projects accelerate [1] Group 3 - The company is strategically investing in AI robotics, establishing a joint venture with Matrix Super Intelligence to focus on key modules such as servo motors and intelligent algorithms [2] - The construction industry is currently in a contraction phase due to tightening local finances, with new contracts declining for two consecutive years, leading to pressure on the company's main business profitability [2] - As debt reduction policies continue to improve the cash flow environment, there are signs of recovery in the company's operating cash flow and cash collection ratio for 2024-2025H1 [2] Group 4 - The partnership with Matrix Super Intelligence aims to promote the large-scale application of robotics in urban infrastructure and industrial operations [3] - The ongoing commissioning of new energy projects is expected to drive performance growth, while traditional municipal construction is anticipated to gradually recover as debt reduction progresses [3] - Overall, the company's growth potential remains promising with a stable fundamental base [3]