证券日报网讯 12月4日，国投智能在互动平台回答投资者提问时表示，公司聚焦"安全可信"核心定位， 在具身智能领域探索布局工业巡检、警务巡逻、健康养老三大垂直场景。具体情况若达到信息披露标 准，将通过官方渠道发布。 （编辑 丛可心 袁冠琳） ...

Investment Rating - The report maintains a "Buy" rating for the company, with a target price of 15.05 CNY based on a PS valuation method [3][10][6]. Core Insights - The company reported a decline in revenue and net profit for the first three quarters of 2025, with a total revenue of 795 million CNY (YoY -11.4%) and a net loss of 366 million CNY (YoY -51.2%) [2]. - The company experienced a significant drop in Q3 2025 revenue, amounting to 238 million CNY (YoY -31.9%), and a net loss of 157 million CNY (YoY -37.8%) [2]. - Despite the current downturn, the company expects a rebound in revenue due to a 23% increase in new orders in the first nine months of 2025, particularly in long-cycle business areas such as public safety big data and digital governance [9]. - The gross margin decreased to 35% in the first nine months of 2025, down 5.73 percentage points YoY, attributed to weak market demand and increased buyer bargaining power [9]. - The company is focusing on AI-driven products and cost control measures to improve gross margins in the future [9]. Financial Performance Summary - The company’s projected net profits for 2025-2027 are -318 million CNY, 28 million CNY, and 157 million CNY respectively, reflecting a downward revision from previous forecasts [3][10]. - Revenue is expected to decline from 1,984 million CNY in 2023 to 1,689 million CNY in 2025, before rebounding to 2,461 million CNY by 2027 [5]. - The gross margin is projected to stabilize around 39% in 2026 and 38.6% in 2027, indicating a gradual recovery [5]. Market Context - The company operates in the computer industry, with a current market capitalization of approximately 12.8 billion CNY [6]. - The stock has shown a 52-week price range of 19.94 CNY (high) to 11.2 CNY (low) [6]. - The report highlights the company's strategic focus on AI applications and digital transformation initiatives, particularly in collaboration with the State Investment Group [9].

经公司正式函询控股股东国投智能科技，并由其确认：截至公告披露日，控股股东未投资设立中创云 科，相关市场传闻与事实不符。截至公告披露日，公司不存在应披露而未披露的重大信息，亦不存在其 他与上述传闻相关的需澄清事项。 智通财经APP讯，国投智能(300188.SZ)发布公告，近日，公司关注到有市场传闻称公司控股股东国投智 能科技有限公司(简称国投智能科技)在湖北设立全资子公司中创云科控股(湖北)有限公司(简称中创云 科)。为避免该传闻对广大投资者及社会各界造成误导，维护投资者合法权益，公司就该事项进行专项 核查，现予以澄清说明。 ...

格隆汇12月4日丨国投智能(300188.SZ)公布澄清公告，近日，国投智能信息科技股份有限公司关注到有 市场传闻称公司控股股东国投智能科技有限公司（简称国投智能科技）在湖北设立全资子公司中创云科 控股（湖北）有限公司（简称中创云科）。为避免该传闻对广大投资者及社会各界造成误导，维护投资 者合法权益，公司就该事项进行专项核查，现予以澄清说明。 经公司正式函询控股股东国投智能科技，并由其确认：截至本公告披露日，控股股东未投资设立中创云 科，相关市场传闻与事实不符。截至本公告披露日，公司不存在应披露而未披露的重大信息，亦不存在 其他与上述传闻相关的需澄清事项。 ...

证券代码：300188 证券简称： 国投智能 公告编号：2025-73 国投智能信息科技股份有限公司澄清公告 截至本公告披露日，公司不存在应披露而未披露的重大信息，亦不存 在其他与上述传闻相关的需澄清事项。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、 传闻简述 近日，国投智能信息科技股份有限公司（以下简称国投智能或公司） 关注到有市场传闻称公司控股股东国投智能科技有限公司（以下简称国投 智能科技）在湖北设立全资子公司中创云科控股（湖北）有限公司（以下 简称中创云科）。为避免该传闻对广大投资者及社会各界造成误导，维护 投资者合法权益，公司就该事项进行专项核查，现予以澄清说明。 二、 澄清声明 经公司正式函询控股股东国投智能科技，并由其确认：截至本公告披 露日，控股股东未投资设立中创云科，相关市场传闻与事实不符。 三、 郑重提醒 感谢社会各界和广大投资者对公司的关注与支持。有关公司信息以公 司在深圳证券交易所网站（http://www.szse.cn）和公司指定信息披露媒 体刊登的相关公告为准，敬请广大投资者及时关注，理性投资，注意风险。 特此公告。 国 ...

国投智能表示，经公司正式函询控股股东国投智能科技，并由其确认：截至本公告披露日，控股股东未 投资设立中创云科，相关市场传闻与事实不符。 12月4日，国投智能发布澄清公告，针对市场传闻公司控股股东国投智能科技有限公司（简称国投智能 科技）在湖北设立全资子公司中创云科控股（湖北）有限公司（简称中创云科）进行回应。 ...

Core Viewpoint - The company, Guotou Intelligent (300188.SZ), has successfully implemented its self-developed "Tianqing" public safety model and electronic data forensics products in various public safety and network governance scenarios across the country, focusing on online crime warning and data traceability [2]. Company Summary - Guotou Intelligent has developed a public safety model named "Tianqing" which is utilized for online crime prevention and data forensics [2]. - The company's products have been applied in multiple regions nationwide, indicating a broad adoption in the public safety and network governance sectors [2].

人民财讯12月3日电，企查查APP显示，近日，中创云科控股(湖北)有限公司成立，法定代表人为张富 铭，注册资本为8613万元，经营范围包含：光伏发电设备租赁，发电技术服务，风力发电技术服务，汽 车销售，储能技术服务等。企查查股权穿透显示，该公司由国家开发投资集团有限公司旗下国投智能 （300188）科技有限公司全资持股。 ...

Core Viewpoint - The National Development Investment Corporation (国投集团) is committed to enhancing the investment value of its listed companies through capital operations, including refinancing, mergers and acquisitions, and share buybacks, while promoting the "Guotou" brand in the capital market [1][2][3] Group 1: Capital Operations - 国投集团 controls eight A-share listed companies with a total market value exceeding 200 billion yuan, aiming to strengthen the brand recognition of "Guotou" in the capital market [1] - 国投丰乐 initiated a 1.089 billion yuan private placement to enhance its capital structure and risk resistance [2] - 国投电力 completed a 7 billion yuan refinancing project to support the construction of hydropower stations, focusing on clean energy development [2] Group 2: Mergers and Acquisitions - 国投集团 acquired 超美斯, a leading company in the aramid industry, to create a dual development focus on high-performance fibers and aramid [2] - 亚普股份 acquired 赢双科技, a leader in the rotary transformer sector, to transition into the key components of new energy vehicles [2] - 国投中鲁 is undergoing a restructuring with the China Electronic Engineering Design Institute to enhance asset quality and profitability [2] Group 3: Share Buybacks and Investor Relations - 国投集团 is actively promoting share buybacks and increasing shareholdings in its listed companies to boost investor confidence [3] - Companies like 国投智能 and 亚普股份 announced share repurchase plans to protect shareholder interests [3] - The group aims to strengthen communication with investors and enhance returns through technological innovation and industrial development [3] Group 4: Company Strategies and Future Plans - 国投丰乐 plans to raise up to 1.089 billion yuan to improve liquidity and repay bank loans, with the project already approved by the Shenzhen Stock Exchange [4] - 国投智能 focuses on vertical fields such as industrial inspection and health care, establishing an innovation center for embodied intelligence [4] - 神州高铁 aims to leverage smart technology and service transformation to drive high-quality development, increasing R&D investment in new technologies [5][6] - 国投电力 plans to develop water, wind, and solar resources, targeting a total installed capacity of no less than 22.5 million kilowatts by 2025, with a commitment to increasing the dividend payout ratio from 50% to 55% [6]

Core Points - As of November 28, 2025, the total number of shareholders for Guotou Intelligent (300188) is reported to be 51,548 [1]