科大智能科技股份有限公司 证券代码：300222 证券简称：科大智能 公告编号：2025-061 科大智能科技股份有限公司（以下简称"公司"）2025年8月26日、8月27 日连续2个交易日收盘价格涨幅偏离值累计超过30%，根据深圳证券交易所的有 关规定，属于股票交易异常波动的情况。 二、公司关注并核实相关情况的说明 针对公司股票交易异常波动情况，公司董事会通过电话及现场问询等方式， 对公司控股股东、实际控制人及公司全体董事、监事及高级管理人员就相关问题 进行了核实，现就相关情况说明如下： 1、公司于2025年8月26日披露了《2025年半年度报告》等相关公告，2025 年上半年，公司实现营业总收入133,977.71万元，较上年同期增长7.17%；归属于 上市公司股东的净利润为7,680.51万元，较上年同期增长214.85%；归属于上市公 司股东的扣除非经常性损益的净利润5,804.36万元，较上年同期增长1,260.37%。 2、公司前期披露的信息不存在需要更正、补充之处。 3、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 科大智能科技股份有限公司 关于股价异 ...

Group 1 - Keda Intelligent (300222.SZ) experienced a significant increase of 19.19% in stock price, with a turnover rate of 40.54% and a transaction volume of 3.729 billion yuan [1] - The net buying from the Shenzhen Stock Connect amounted to 52.48 million yuan, while the "Chengdu faction" ranked second in net buying with 99.99 million yuan [1] - The top selling entity was China International Capital Corporation's Beijing Academy of Sciences South Road branch, with a net selling of 218 million yuan [1] Group 2 - The top five buying entities accounted for a total buying amount of 449.9483 million yuan, representing 12.07% of the total transaction volume [2] - The buying activity from the Shenzhen Stock Connect was notable, with a significant portion of the total buying coming from this channel [2] - The trading activity indicates strong interest from both institutional and retail investors, highlighting potential bullish sentiment towards Keda Intelligent [1][2]

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交8.54亿元，其中，买入成交额为4.50亿 元，卖出成交额为4.04亿元，合计净买入4550.00万元。 卖五 东方财富证券股份有限公司拉萨团结路第二证券营业 部 2415.67 2301.18 具体来看，今日上榜的营业部中，深股通为第一大买入营业部及第二大卖出营业部，买入金额为1.26亿 元，卖出金额为7302.67万元，合计净买入5247.89万元。 资金流向方面，今日该股主力资金净流入5.35亿元，其中，特大单净流入6.50亿元，大单资金净流出 1.15亿元。近5日主力资金净流入4.85亿元。 融资融券数据显示，该股最新（8月26日）两融余额为4.32亿元，其中，融资余额为4.31亿元，融券余额 为91.81万元。近5日融资余额合计增加5449.60万元，增幅为14.49%，融券余额合计增加21.24万元，增 幅30.10%。（数据宝） 科大智能今日上涨19.19%，全天换手率40.54%，成交额37.29亿元，振幅18.85%。龙虎榜数据显示，深 股通净买入5247.89万元，营业部席位合计净卖出697.89万元。 科大智能8月27日交易公开信息 ...

Market Overview - The grid equipment sector experienced a decline of 2.16% on the previous trading day, with Jinguang Co., Ltd. leading the losses [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Stock Performance - Keda Intelligent (300222) saw a significant increase of 19.19%, closing at 14.97, with a trading volume of 2.5694 million shares and a transaction value of 3.729 billion [1] - Other notable gainers included Honglida (688330) with a 10.60% increase, Wan Sheng Intelligent (300882) up by 5.46%, and RIFENG (002953) rising by 4.37% [1] - Conversely, Jinguang Co., Ltd. (300510) led the declines with a drop of 10.15%, closing at 4.78, with a trading volume of 1.5468 million shares and a transaction value of 780 million [2] Capital Flow - The grid equipment sector saw a net outflow of 2.191 billion from institutional investors, while retail investors contributed a net inflow of 1.937 billion [2] - The table of capital flow indicates that Keda Intelligent had a net inflow of 531 million from institutional investors, while retail investors had a net outflow of 213 million [3]

Group 1 - The National Robot Industry Index (980022) has seen a strong increase of 2.77%, with component stocks such as Keda Intelligent (300222) hitting the daily limit up, Jiangsu Beiren (688218) rising by 8.39%, and Stone Technology (688169) increasing by 5.70% [1] - The index reflects the price changes of listed companies in the robot industry on the Shanghai and Shenzhen stock exchanges, consisting of 50 component stocks, with a high focus on humanoid robots and leading companies in high growth, where the top ten weighted stocks account for about 40% [1] - The State Council has issued an opinion on the implementation of the "Artificial Intelligence +" initiative, emphasizing six key actions to promote the deep integration of artificial intelligence with various sectors of the economy and society [1][2] Group 2 - The report from CITIC Securities highlights that the "Artificial Intelligence +" initiative aims for a penetration rate of over 90% for new generation intelligent terminals and intelligent agents by 2030, indicating significant support for embodied intelligent robots as a new generation of intelligent terminal products [2] - The initiative is expected to facilitate the development of technology, supporting infrastructure, and regulatory frameworks, propelling the industry into a phase of high-quality development [2]

Group 1 - The top 20 stocks with significant capital inflow as of August 27 include: Yanshan Technology (1.618 billion), Huayin Electric Power (948 million), and Yingweik (730 million) [1] - Yanshan Technology experienced a price increase of 10.08%, while Huayin Electric Power rose by 9.63% [2] - Other notable stocks with substantial capital inflow include Jishi Media (567 million), Tianfeng Securities (485 million), and Maigemeite (437 million) [1][2] Group 2 - The sectors represented among the top inflow stocks include internet services, electric power, specialized equipment, cultural media, and securities [2][3] - Yanshan Technology and Huayin Electric Power are both in the electric power sector, indicating strong interest in this industry [2][3] - The stock with the highest price increase is Keda Intelligent, which rose by 17.75% with a capital inflow of 413 million [2]

Core Viewpoint - The electric grid equipment sector experienced a 0.6% increase on the previous trading day, with Sanhui Electric leading the gains, while the Shanghai Composite Index closed at 3868.38, down 0.39% [1]. Group 1: Stock Performance - Sanhui Electric (002857) closed at 28.63, up 9.99%, with a trading volume of 78,800 shares and a transaction value of 221 million yuan [1]. - Rifa Co., Ltd. (002953) closed at 14.89, up 9.97%, with a trading volume of 750,600 shares and a transaction value of 1.037 billion yuan [1]. - Keda Intelligent (300222) closed at 12.56, up 8.37%, with a trading volume of 1,293,800 shares and a transaction value of 1.638 billion yuan [1]. - Wan Sheng Intelligent (300882) closed at 18.50, up 7.18%, with a trading volume of 276,900 shares and a transaction value of 518 million yuan [1]. - Meishuo Technology (301295) closed at 29.26, up 4.61%, with a trading volume of 66,200 shares and a transaction value of 189 million yuan [1]. Group 2: Capital Flow - The electric grid equipment sector saw a net inflow of 98.84 million yuan from main funds, while retail funds had a net inflow of 95.04 million yuan [2]. - The main funds' net inflow for Jingda Co., Ltd. (600577) was 139 million yuan, accounting for 13.88% of the total, while retail funds had a net outflow of 12.39% [3]. - The main funds' net inflow for Xuch Electric (000400) was 131 million yuan, representing 12.16%, with retail funds showing a net outflow of 7.60% [3].

Group 1 - The core viewpoint is that the robot ETF (562500) is currently experiencing a slight decline but remains above the five-day moving average, indicating potential buying opportunities [1] - Keda Intelligent leads the component stocks with an 8.46% increase, reporting a net profit growth of over 200% year-on-year, while Tianzhun Technology and Yuntian Lifefly see declines of 8.02% and 5.58% respectively [1] - The trading volume shows a turnover of 5% and a transaction amount of 859 million, indicating a slight decrease compared to previous high volumes, suggesting a stable market waiting for the next upward movement [1] Group 2 - Everbright Securities predicts that 2025 will be a breakthrough year for humanoid robot mass production, with the potential for significant growth in the downstream industry chain [2] - The mass production of tens of thousands of units is expected to address data scarcity issues, pushing humanoid robots towards more generalized and practical applications [2] - The robot ETF (562500) is noted as the only robot-themed ETF in the market with a scale exceeding 10 billion, covering various segments including humanoid, industrial, and service robots [2]

Core Viewpoint - Keda Intelligent's financial performance in the first half of 2025 shows significant growth, driven by advancements in the new power system and the expansion of renewable energy applications [1][2]. Financial Performance - Keda Intelligent achieved operating revenue of 1.34 billion yuan, a year-on-year increase of 7.17% [1]. - The net profit attributable to shareholders reached 76.81 million yuan, up 214.85% year-on-year [1]. - The non-recurring net profit was 58.04 million yuan, reflecting a substantial increase of 1260.37% [1]. Business Segments - The company operates in two main segments: digital energy and intelligent robotics [1]. - Digital energy business revenue grew by 6.03% year-on-year, accounting for 73% of total operating revenue, with a gross margin of 23.32%, up from 21.8% in the previous year [2]. - Intelligent robotics business revenue reached 344 million yuan, marking a 13.19% increase year-on-year [3]. Market Outlook - The intelligent distribution network industry is expected to have significant potential, with various high-growth avenues identified, including virtual power plants and microgrids [2]. - The rapid development of the intelligent robotics sector positions it as a potential new growth engine for Keda Intelligent [3]. - A report predicts that the scale of China's industrial robot industry will reach 68.26 billion yuan by 2025 and grow to 105.26 billion yuan by 2030 [3]. Financial Health - Keda Intelligent's debt-to-asset ratio decreased to 60.77% as of June 30, 2025, down from 64.23% in the same period last year, indicating improved financial structure and risk resilience [3]. - The current ratio stood at 1.37, slightly up from 1.34 year-on-year, reflecting stable liquidity [3].

Group 1 - The core point of the article is that Keda Intelligent (SZ 300222) held its sixth board meeting on August 25, 2025, to review the 2025 semi-annual report and its summary [1] - For the year 2024, Keda Intelligent's revenue composition shows that 98.11% comes from industrial production intelligence, while other businesses account for 1.89% [1] - As of the report, Keda Intelligent has a market capitalization of 9 billion yuan [1]