Group 1 - Lio Co., Ltd. reached a trading limit with a significant increase in stock price [1][2] - Kunlun Wanwei saw a rise of over 10% in its stock value [1][2] - BlueFocus Communication Group experienced an increase of over 5% [1][2] - Wanxing Technology, Koyuan Wisdom, and Guangyun Technology also showed strong performance in the market [1][2]

Core Viewpoint - AI application concept stocks experienced a significant rise, indicating growing investor interest and market optimism in this sector [1] Company Performance - Liou Co., Ltd. (002131) reached the daily limit increase [1] - Kunlun Wanwei (300418) surged over 10% [1] - BlueFocus Communication Group (300058) increased by more than 5% [1] - Other companies such as Wanxing Technology (300624), Keyuan Wisdom (002380), and Guangyun Technology also saw upward movement [1]

经济观察网科远智慧（002380）近期值得关注的事件主要包括2025年年度业绩预告的发布和近期资金流 向变化。 业绩经营情况 根据公司2026年1月23日发布的公告，预计2025年全年归属于上市公司股东的净利润为1.30亿元至1.70亿 元，同比下滑32.49%至48.38%，主要受生物质能源相关资产计提减值准备2.2亿元影响；剔除该因素 后，归母净利润约为3.5亿元，同比增长39.57%。同时，工业AI相关业务实现收入约2.6亿元，占整体营 业收入比例首次超过10%。 股票近期走势 行业政策与环境 此外，工信部于2026年1月13日发布的工业互联网新政与公司业务方向契合，可能对长期发展形成支 撑。 以上内容基于公开资料整理，不构成投资建议。 在交易层面，2026年2月4日主力资金净流入545.75万元，股价报收30.2元。 ...

Core Viewpoint - The company, Koyuan Smart (002380.SZ), anticipates a significant decline in net profit for 2025, with projections indicating a decrease of 48.38% to 32.49% compared to the previous year, while also reporting a robust growth in its core business driven by industrial automation and AI strategies [1][2]. Financial Performance - The company expects net profit attributable to shareholders for 2025 to be between 130 million to 170 million yuan, a decline of 48.38% to 32.49% year-on-year [1]. - The net profit after excluding non-recurring gains and losses is projected to be between 100 million to 140 million yuan, reflecting a decrease of 56.84% to 39.58% compared to the previous year [1]. - For the reporting period, the company achieved an operating revenue of approximately 1.86 billion yuan, representing a year-on-year growth of 10.90% [2]. - After adjusting for impairment factors related to biomass energy assets, the net profit attributable to the parent company is expected to be around 350 million yuan, marking a year-on-year increase of 39.57% [2]. Strategic Focus - The company is firmly focused on two strategic directions: industrial automation and industrial artificial intelligence, continuing to deepen its engagement in foundational industries such as energy, metallurgy, chemicals, building materials, and water services [2]. - The company is experiencing a significant release of demand for autonomous control in the industrial sector, with a notable increase in clients' willingness to upgrade to digital and intelligent solutions [2]. Business Development - The core business operations are reported to be stable, with an optimized business structure and sustained resilience in development [2]. - The company has established a comprehensive "Industrial Intelligence" system that includes applications such as intelligent inspection, monitoring, unattended operations, and smart decision-making, facilitating the transition from "human-operated" to "unmanned" industrial sites [2]. - Industrial AI-related business revenue reached approximately 260 million yuan, accounting for over 10% of the company's total operating revenue for the first time, indicating a shift from the "layout phase" to the "expansion phase" of the second growth curve [2].

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） ...

Core Viewpoint - The company expects to achieve a revenue of approximately 1.86 billion yuan in 2025, representing a year-on-year growth of 10.90%, while net profit attributable to shareholders is projected to decline by 32.49% to 48.38% [1] Financial Performance - The projected net profit for 2025 is estimated to be between 130 million yuan and 170 million yuan, showing a significant decline compared to the previous year [1] - The net profit after excluding non-recurring gains and losses is expected to be between 100 million yuan and 140 million yuan, reflecting a year-on-year decrease of 39.58% to 56.84% [1] - After excluding the impact of impairment related to biomass energy assets, the net profit attributable to shareholders is approximately 350 million yuan, indicating a year-on-year growth of 39.57% [1] Asset Management - The company has decided to dispose of low-efficiency assets in the biomass energy sector due to structural contradictions, which is expected to impact net profit attributable to shareholders by 220 million yuan [1] Business Segments - Revenue from the company's industrial AI-related business is projected to be around 260 million yuan in 2025, accounting for over 10% of total revenue [1]

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]