宏润建设(002062.SZ)发布投资者关系活动记录表，公司参股战略投资矩阵超智，后续将共同出资成立 合资公司，专注于人形机器人研发、生产和商业化应用。矩阵超智于今年7月的上海世界人工智能大会 发布了自主研发的Matrix-1人形机器人，已经有产品落地，有订单在手。产品采用全栈式技术布局，产 品为1.7米上下全尺寸、拥有双足双灵巧手，对标北美Figure，在研产品更轻量化，运动能力、形态、负 载、执行力及可靠性完全对标北美头部公司三代机。 ...

Group 1: Financial Performance - In the first half of the year, the company's new energy business achieved revenue of 597 million yuan, representing a year-on-year growth of 94.18% [2] - Revenue composition for the new energy business includes approximately 47 million yuan from the 80 MW photovoltaic grid-connected power station in Qinghai, about 230 million yuan from photovoltaic module production in Xuancheng, and around 320 million yuan from new energy EPC business [2] Group 2: Strategic Partnerships - The company has reached a strategic cooperation agreement with Shanghai Matrix Superintelligent System Co., Ltd., focusing on joint investment to establish a joint venture company for humanoid robot research, production, and commercialization [2][3] - Matrix Superintelligent has launched a humanoid robot at the Shanghai World Artificial Intelligence Conference, which has already secured orders [3] Group 3: Competitive Advantages - The company has a strong reputation in the infrastructure industry, with a solid financial status and ample capital reserves, which supports its investment in high-tech sectors like robotics [3] - Both companies possess complementary strengths, with the company having experience in industrial processing and Matrix Superintelligent having deep technical expertise in humanoid robotics [3] Group 4: Future Investments - The company plans to continue its investment in artificial intelligence and robotics, with a focus on the upstream and downstream industries related to robotics [5] - By the end of 2025, the company will enhance its collaboration with universities and high-tech enterprises, further expanding its innovation ecosystem [5]

人形机器人产业近年来受到国家层面高度重视。工信部等部门发布的《人形机器人创新发展指导意见》 明确提出，到2025年要实现人形机器人批量生产的目标，将其打造为经济增长的新引擎。当前，人形机 器人行业正处在从技术研发向规模化商业应用转变的关键时期。机器人企业需要资本支持和产业资源来 加速技术迭代和应用场景拓展。 宏润建设集团股份有限公司成立于1994年，于2006年在深交所成功上市，经过30年的发展，已成为中国 城市建设领域的重要参与者。作为国家高新技术企业，宏润建设在建筑工程、基础设施投资建设、工程 勘察设计等领域拥有雄厚实力。公司是国内城市轨道交通建设的重要力量，在公路、桥梁、隧道等基础 设施建设方面积累了丰富经验。宏润建设在盾构施工技术方面处于国内领先地位，并且是国内最早研发 和应用盾构换刀机器人的企业之一，这一技术背景为公司进军机器人领域奠定了坚实基础。 师出名门，矩阵超智的技术基因 矩阵超智(上海)人工智能科技有限公司成立于2024年，其创始团队拥有令人瞩目的行业背景。公司创始 人张海星曾是特斯拉中国设计中心的负责人，核心团队成员多来自特斯拉、英伟达、OpenAI等全球顶 尖科技企业。 在2025年7月 ...

Market Overview - On September 10, the infrastructure sector declined by 0.24% compared to the previous trading day, with *ST Yuan Cheng leading the decline [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Top Performers in Infrastructure Sector - Dongzhu Ecology (603359) closed at 9.22, up 10.02% with a trading volume of 17,600 lots and a transaction value of 16.21 million [1] - Chengbang Co., Ltd. (603316) closed at 10.02, up 9.99% with a trading volume of 158,500 lots and a transaction value of 156 million [1] - ST Lingnan (002717) closed at 1.60, up 5.26% with a trading volume of 1,375,000 lots and a transaction value of 206 million [1] Underperformers in Infrastructure Sector - *ST Yuan Cheng (603388) closed at 1.85, down 5.13% with a trading volume of 17,500 lots and a transaction value of 3.24 million [2] - Hongrun Construction (002062) closed at 9.05, down 3.52% with a trading volume of 786,900 lots and a transaction value of 712 million [2] - Pudong Construction (600284) closed at 8.65, down 2.70% with a trading volume of 310,700 lots and a transaction value of 27.4 million [2] Capital Flow Analysis - The infrastructure sector saw a net inflow of 99.53 million from main funds, while retail investors experienced a net outflow of 123 million [2][3] - The main funds showed significant net inflows in several stocks, including: - Huylv Ecology (001267) with a net inflow of 14.5 million [3] - Chengbang Co., Ltd. (603316) with a net inflow of 66.68 million [3] - Xinjiang Communications Construction (002941) with a net inflow of 53.23 million [3]

Core Viewpoint - The stock of Hongrun Construction has shown significant growth in 2023, with a year-to-date increase of 49.67% and a recent surge in trading activity, indicating strong investor interest and potential market confidence in the company [1][2]. Financial Performance - As of June 30, 2025, Hongrun Construction reported a revenue of 2.87 billion yuan, a year-on-year decrease of 4.48%, and a net profit attributable to shareholders of 143 million yuan, down 23.49% compared to the previous year [2]. - The company has distributed a total of 1.293 billion yuan in dividends since its A-share listing, with 342 million yuan distributed over the last three years [3]. Shareholder Information - The number of shareholders for Hongrun Construction decreased by 9.39% to 34,300 as of June 30, 2025, while the average number of circulating shares per shareholder increased by 25.39% to 32,787 shares [2]. - Notably, Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3]. Market Activity - On August 28, 2023, Hongrun Construction's stock price rose by 2.04% to 7.50 yuan per share, with a trading volume of 160 million yuan and a turnover rate of 1.92%, resulting in a total market capitalization of 9.28 billion yuan [1]. - The stock has experienced a 4.75% increase over the last five trading days, a 46.20% increase over the last 20 days, and a 61.64% increase over the last 60 days [1]. Business Overview - Hongrun Construction, established on December 29, 1994, and listed on August 16, 2006, is primarily engaged in municipal public works, building construction, urban rail transit engineering, and real estate development [1]. - The company's revenue composition includes 76.18% from construction and municipal infrastructure investment, 20.80% from renewable energy development, 5.53% from real estate development, and 0.69% from other businesses [1]. Industry Classification - Hongrun Construction is classified under the Shenwan industry category of construction decoration, specifically in the infrastructure and municipal engineering sector [1]. - The company is associated with several concept sectors, including robotics, Industry 4.0, solar energy, rail transit, and energy storage [1].

Group 1 - The core viewpoint of the article is that Hongrun Construction has signed a strategic cooperation agreement with Matrix Super Intelligence, a leading humanoid robotics company in China, to invest and establish a joint venture focused on the development, production, and commercialization of humanoid robots, positioning itself for the "disruptive revolution of the smart era" [2][3] - Matrix Super Intelligence, founded in 2024, is led by Zhang Haixing, the former head of Tesla's China design center, and its core team includes members from Tesla, NVIDIA, and OpenAI, highlighting its strong technological foundation [2] - The humanoid robot Matrix-1, launched in July 2025 at the World Artificial Intelligence Conference, features a height of 180 cm, bipedal locomotion, 22 degrees of freedom in its hands, and a complete closed-loop operating system [2] Group 2 - Hongrun Construction is a leading private enterprise in China's urban infrastructure sector and a pioneer in the shield tunneling field, with a deep technological accumulation as a national high-tech enterprise for 14 consecutive years [3] - The strategic cooperation with Matrix Super Intelligence extends Hongrun Construction's layout in the robotics technology sector, following its earlier strategic investment in the robotics company Jingzhi Technology [3] - The collaboration aims to build a core value triangle of "capital + technology + manufacturing," focusing on secondary development in areas such as servo motors, dexterous hands, AI algorithms, lightweight materials, and human-machine interaction systems, leveraging both companies' strengths to explore more application scenarios for humanoid robots [3]

Group 1 - The company has recently won a bid for the construction of the Ningbo Ring City South Road East Extension Phase I project, with a contract value of 387,620,964 yuan [1][2] - The project is under the management of the Ningbo Urban Infrastructure Construction Development Center and will be executed under a general contracting model, with a duration of 1,080 calendar days [2] - The project scope includes the construction of bridges and associated works over a length of approximately 2.36 kilometers [2] Group 2 - In 2023, the company has also secured similar projects, including the construction of supporting infrastructure for the Ningnan Trade Logistics Park and other related projects [3] - The company has no related party relationships with the project owner [4] - Winning this bid is expected to enhance the company's market competitiveness and market share, with the contract value representing 6.54% of the company's projected revenue for 2024 [5]

Group 1 - The company, Hongrun Construction, announced that it has received a bid notification from the Ningbo Public Resources Trading Platform for the construction of the Ningbo Ring City South Road East Extension Phase I project [2] - The project includes the main line section and the Fuchun River Interchange section, with a winning bid amount of 387,620,964 yuan [2]

Major Events - Kweichow Moutai's controlling shareholder obtained a loan of 2.7 billion yuan to increase holdings [1] - SMIC is actively promoting the purchase of 49% equity in SMIC North, but the transaction plan is still under discussion [1] - Guokai Microelectronics is advancing the issuance of shares and cash payment for asset acquisition and fundraising [1] - Aerospace Hongtu signed a strategic cooperation agreement with Pakistan, but the formal contract signing remains uncertain [1] - Sinopec announced a cash dividend of 0.088 yuan per share (before tax) for A-shares [1] - Hikvision's chairman proposed a mid-2025 dividend plan of 4 yuan for every 10 shares [1] - Anzheng Fashion reported no undisclosed major events [1] - China State Construction is acquiring equity in a Shanghai real estate project for approximately 15.478 billion yuan [1] - Guokai Co., Ltd. changed its stock name to Guokai Electronics [1] - Kailuan Co. completed the change in the equity structure of China Cinda [1] - Unification Co. completed the change in the equity structure of its controlling shareholder [1] - ST Xin Dongli's stock may face delisting risk warning [1] - Jinlang Technology reported normal recent operations with no significant changes in the internal and external environment [1] - Sungrow Power Supply confirmed normal operations with no undisclosed major events [1] - Tiantong Co. reported normal production and operations with no significant changes [1] - Keyuan Pharmaceutical received a decision letter on the anti-monopoly review without further examination [1] - Zhizheng Co. was approved to issue shares for asset acquisition and fundraising [1] - Amlogic plans to issue H-shares and list on the Hong Kong Stock Exchange [1] - Digital Certification's controlling shareholder changed to Beijing Data Group [1] - ST Songfa signed a contract for two 30.6 million-ton ultra-large crude oil tankers with Hengli Shipbuilding [1] - Guangqi Technology signed a contract worth 1.278 billion yuan for the mass production of metamaterials [1] - Hongrun Construction won a bid for the Ningbo Ring City South Road East Extension Phase I project with a bid price of 388 million yuan [1] Performance - Muyuan Foods reported sales revenue of 11.85 billion yuan from live pigs in August, a year-on-year decrease of 12.30% [1] - Ankai Bus's cumulative production increased by 68.06% this year [1] - Shuguang Co. reported a 45.58% increase in axle sales in August [1] - Jinxinnong reported sales revenue of 121 million yuan from live pigs in August [1] Buyback - Yingke Medical adjusted the upper limit of its share repurchase price from 26.51 yuan per share to 41.88 yuan per share [2]

Core Viewpoint - Hongrun Construction (002062) has won a bid for the Ningbo Ring City South Road East Extension Phase I project, with a contract value of 388 million yuan, which represents 6.54% of the company's projected revenue for 2024 [1] Summary by Relevant Categories Company Announcement - The company announced on September 5 that it received the bid notification from the Ningbo Public Resource Trading Platform [1] - The construction project includes the main line section and the Fuchun River interchange section [1] Financial Impact - The project has a bid price of 388 million yuan, accounting for 6.54% of the company's expected revenue for the year 2024 [1] - The construction period for the project is set at 1080 days [1]