格隆汇1月23日丨科远智慧(002380.SZ)公布，预计2025年归属于上市公司股东的净利润13,000万元– 17,000万元，比上年同期下降48.38%–32.49%，扣除非经常性损益后的净利润10,000万元–14,000万元， 比上年同期下降56.84%–39.58%。 报告期内，公司坚定锚定工业自动化与工业人工智能两大战略方向，持续深耕能源、冶金、化工、建 材、水务等国民经济基础行业。在工业领域自主可控需求持续释放、客户数字化与智能化升级意愿显著 增强的背景下，公司核心主业运行稳健，业务结构进一步优化，发展韧性持续显现。预计报告期内，公 司实现营业收入约18.6亿元，同比增长10.90%；剔除生物质能源相关资产减值因素影响后，归母净利润 约3.5亿元，同比增长39.57%。主业经营质量持续改善，订单交付节奏良好，核心客户粘性不断增强， 为公司中长期稳健发展奠定了坚实基础。在夯实传统控制技术优势的同时，公司顺应新一轮工业技术变 革趋势，全面拥抱工业人工智能浪潮，依托多年沉淀的控制、机理与工艺数据积累，构建起覆盖智能巡 检、智能监盘、无人值守、智能决策等典型应用场景的"工业智能体"体系，加速推动工业现 ...

证券日报网讯 1月23日，科远智慧发布公告称，公司2025年度审计项目合伙人由朱佑敏变更为张铭，项 目质量复核人员由吕卫星变更为朱艳，继续由公证天业会计师事务所提供服务。 （文章来源：证券日报） ...

证券日报网讯 1月23日，科远智慧发布2025年度业绩预告称，公司预计2025年归属于上市公司股东的净 利润为13，000万元–17，000万元，比上年同期下降48.38%–32.49%。 （编辑 任世碧） ...

科远智慧公告称，2025年公司预计实现营业收入约18.6亿元，同比增长10.90%；归属于上市公司股东的 净利润为1.3亿元 - 1.7亿元，同比下降32.49% - 48.38%。扣除非经常性损益后净利润为1亿元 - 1.4亿元， 同比下降39.58% - 56.84%。剔除生物质能源相关资产减值因素影响后，归母净利润约3.5亿元，同比增 长39.57%。因生物质能源领域结构性矛盾凸显，公司决定处置相关低效资产，预计影响归母净利润2.2 亿元。另外，2025年公司工业AI相关业务收入约2.6亿元，占比超10%。 ...

南京科远智慧科技集团股份有限公司 证券代码：002380 证券简称：科远智慧 公告编号：2026-002 1、基本信息 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 南京科远智慧科技集团股份有限公司（以下简称"公司"）于 2025 年 4 月 23 日召开第六届董事会第十三次会议，审议通过了《关于聘请公司 2025 年度审计机构 的议案》，同意公司续聘公证天业会计师事务所（特殊普通合伙）（以下简称"公证 天业会计师事务所"）为公司 2025 年度审计机构及内部控制审计机构。本议案经公 司于 2025 年 5 月 23 日召开的 2024 年度股东大会审议通过，具体内容详见公司 2025 年 4 月 25 日、2025 年 5 月 24 日公告的《关于续聘 2025 年度会计师事务所的公告》 （公告编号：2025-005）、《2024 年度股东大会决议的公告》（公告编号：2025-020）。 一、签字会计师及项目质量复核人员变更情况 公司近日收到公证天业会计师事务所《关于变更南京科远智慧科技集团股份有 限公司 2025 年度签字注册会计师及项目质量复核人员的函 ...

证券代码：002380 证券简称：科远智慧 公告编号：2026-001 南京科远智慧科技集团股份有限公司 2025年度业绩预告 本次业绩预告相关的财务数据未经注册会计师审计，公司已就业绩预告有关 重大事项与会计师事务所进行了预沟通，双方不存在分歧。 三、业绩变动原因说明 1.关于报告期内主营业务经营情况的说明 报告期内，公司坚定锚定工业自动化与工业人工智能两大战略方向，持续深 耕能源、冶金、化工、建材、水务等国民经济基础行业。在工业领域自主可控需 求持续释放、客户数字化与智能化升级意愿显著增强的背景下，公司核心主业运 行稳健，业务结构进一步优化，发展韧性持续显现。 预计报告期内，公司实现营业收入约 18.6 亿元，同比增长 10.90%；剔除生 物质能源相关资产减值因素影响后，归母净利润约 3.5 亿元，同比增长 39.57%。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：□扭亏为盈 □同向上升 同向下降 | 项 | 目 | | 本 ...

Core Insights - The process control system (PCS) is essential for monitoring, controlling, and optimizing industrial processes across various sectors, including chemicals, oil, electricity, pharmaceuticals, and food processing [1][2] - The global PCS market is projected to grow from approximately $59.4 billion in 2024 to $61.73 billion in 2025, reflecting a year-on-year growth of 3.9% [9] - In China, the PCS market is expected to reach around 43.4 billion yuan by 2025, driven by advancements in smart manufacturing and automation technologies [11][12] Industry Overview - PCS includes various automation systems such as DCS (Distributed Control System) and PLC (Programmable Logic Controller), each suited for different industrial environments [2] - DCS solutions account for about 46% of the market, primarily used in oil, gas, and chemical industries, while PLCs represent 38%, widely deployed in automotive and packaging sectors [9] - The application of PCS is expanding, with significant usage in oil and gas (29%), chemicals (22%), automotive (14%), and food and beverage (13%) sectors in 2024 [9][10] Market Dynamics - The PCS industry is experiencing rapid growth due to the integration of new technologies such as AI, big data, IoT, and cloud computing, which are transforming production management and decision-making systems [11] - The Chinese automation industry has made significant strides in technology and product quality, narrowing the gap with international brands and increasing domestic market share [12] Development Trends - The PCS sector is evolving with the integration of automation technology (AT), information technology (IT), process technology (PT), operational technology (OT), and equipment technology (ET) to create intelligent management and control systems [13] - The push for domestic innovation and the complete localization of automation equipment is becoming increasingly important for enhancing supply chain security in China [13]

Core Viewpoint - Concentrated Solar Power (CSP) is a promising renewable energy technology in China, with significant growth potential and a well-established industrial chain, aiming to reach a market size of 16 billion yuan in 2024 and 16.7 billion yuan in 2025 [1][5]. Group 1: Industry Definition and Classification - CSP refers to technology that converts solar energy into thermal energy and then into electrical energy, categorized into four main types: tower, trough, linear Fresnel, and dish CSP plants [1][2]. Group 2: Current Development Status - CSP is recognized as a key technology for renewable energy, complementing wind and solar power, and is crucial for China's energy structure transformation [5][6]. - As of Q3 2025, China has built 21 CSP plants with a total installed capacity of 1.57 million kilowatts, ranking third globally, and has 30 projects under construction with an additional capacity of 3.1 million kilowatts [6][11]. - The industry is experiencing a compound annual growth rate of 11.7%, significantly higher than the global average of 4.24% [6]. Group 3: Industry Chain - The CSP industry chain consists of upstream components (concentrating systems, heat absorption systems, thermal storage systems, etc.), midstream development and operation of CSP plants, and downstream applications in industrial and residential sectors [7]. Group 4: Development Environment and Policies - CSP's strategic importance is highlighted in various national policies aimed at promoting large-scale development and integration with other renewable sources [8][9]. Group 5: Competitive Landscape - The CSP industry in China features multiple competing enterprises, including Xizi Clean Energy, China Power Construction, and Shanghai Electric, which drive technological innovation [9][10]. - Xizi Clean Energy has developed a 50MW molten salt storage system, showcasing its leadership in the CSP storage sector [10]. Group 6: Future Outlook - The CSP market is expected to see continued investment and project development, transitioning from a technical option to a strategic necessity, with anticipated upgrades in efficiency, application scenarios, and industry collaboration [11].

证券日报网讯12月1日，科远智慧（002380）在互动平台回答投资者提问时表示，截至2025年11月20 日，公司股东人数为24907户。 ...

Core Insights - The steel industry is undergoing a transformation towards intelligent manufacturing, with a focus on digitalization and data-driven operations [1][2] Group 1: Intelligent Manufacturing - The conference held in Nanjing highlighted the integration of smart manufacturing in the steel industry, showcasing advancements in technology and data utilization [1] - Nanjing Steel Group has implemented a digital control center that allows for real-time monitoring of production lines, significantly reducing reliance on traditional methods [4][5] - The use of AI technology has made previously opaque processes transparent, with numerous intelligent application models and automated reporting systems enhancing operational efficiency [4][5] Group 2: Quality Control Innovations - Advanced technologies such as machine vision and robotic systems have improved the quality inspection process, increasing efficiency by 50% [5] - The application of phased array ultrasonic testing acts like a "CT scan" for steel products, enabling the detection of internal defects that are not visible to the naked eye [5] Group 3: Equipment Maintenance and Operations - The "Equipment Doctor" system at Nanjing Steel has shifted maintenance from reactive to proactive, utilizing various detection technologies to anticipate issues before they arise [7] - Engineers equipped with AR smart glasses can conduct inspections and access real-time data and maintenance history, enhancing operational oversight [7] Group 4: Smart Scheduling and Efficiency - The intelligent scheduling system developed by Koyuan Smart has automated production planning and optimized operational rhythms, allowing for better resource allocation [9][11] - This shift enables steel companies to focus more on process optimization and strategic improvements rather than daily operational issues, enhancing overall productivity [12]