公司股东 ZHU QING 先生保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 证券代码：300816 证券简称：艾可蓝 公告编号：2026-003 安徽艾可蓝环保股份有限公司 关于持股 5%以上股东减持股份预披露公告 持有安徽艾可蓝环保股份有限公司（以下简称"公司"）股份 8,705,724 股（占 公司总股本比例 10.88%，占剔除回购专用证券账户中股份数量后公司总股本比 例 11.06%）的大股东 ZHU QING 先生计划自本公告披露之日起 15 个交易日后 的三个月内以集中竞价交易和大宗交易的方式合计减持公司股份不超过2,362,20 9股（占公司剔除回购专用证券账户中股份数量后总股本78,740,300股的3.00%）。 公司于近日收到股东ZHU QING先生出具的《股份减持计划告知函》，现将 有关情况公告如下： 一、股东的基本情况 | 序号 | 股东名称 | | 持股数量（股） | 占总股本比例 | 占剔除回购专用证券账户 中股份数量后总股本比例 | | --- | --- | ...

证券研究报告 公司研究 / 首次覆盖 2026 年 03 月 20 日 船舶业务快速扩大，携手艾昆纬布局 AI 医疗 报告原因： | 买入（首次评级） | | | --- | --- | | 市场数据： 2026 | 年 03 月 19 日 | | 收盘价（元） | 68.72 | | 一年内最高/最低（元） | 80.07/21.99 | | 市净率 | 6.1 | | 股息率（分红/股价） | 0.11 | | 流通 A 股市值（百万元） | 3,894 | | 上证指数/深证成指 | 4,007/13,902 | | 基础数据： | | | 年 | 09 | 月 | 30 | 日 | | | | 2025 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 每股净资产（元） | | | | | | | | 11.3 | | | | | 资产负债率% | | | | | | 60.77 | | | | | | | 总股本/流通 A | | 股（百万） | | | | 80/57 | | | | | | ...

证券研究报告 公司研究 / 首次覆盖 2026 年 03 月 20 日 一年内股价与沪深 300 指数对比走势： 资料来源：聚源数据 相关研究 朱攀 船舶业务快速扩大，携手艾昆纬布局 AI 医疗 报告原因： | 买入（首次评级） | | | --- | --- | | 市场数据： 2026 | 年 03 月 19 日 | | 收盘价（元） | 68.72 | | 一年内最高/最低（元） | 80.07/21.99 | | 市净率 | 6.1 | | 股息率（分红/股价） | 0.11 | | 流通 A 股市值（百万元） | 3,894 | | 上证指数/深证成指 | 4,007/13,902 | | 基础数据： | | | 年 | 09 | 月 | 30 | 日 | | | | 2025 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 每股净资产（元） | | | | | | | | 11.3 | | | | | 资产负债率% | | | | | | 60.77 | | | | | | | 总股本/流通 ...

公司是后处理催化剂龙头，业绩持续兑现，受益于比亚迪/吉利/中国重汽等新客户，预计26年业绩有望翻倍增长至 两亿。 受益于国七价值量倍增/绑定全球催化剂龙头普赫姆集团（60亿美金收入规模）发力出口，中长期业绩至少往5亿 以上展望。 公司是后处理催化剂龙头，业绩持续兑现，受益于比亚迪/吉利/中国重汽等新客户，预计26年业绩有望翻倍增长至 两亿。 受益于国七价值量倍增/绑定全球催化剂龙头普赫姆集团（60亿美金收入规模）发力出口，中长期业绩至少往5亿 以上展望。 二、受益于北美缺电。 公司25年开始做数据中心柴发后处理，26年在手 艾可蓝更新： 一、后处理催化剂龙头，国七出口打开成长空间。 艾可蓝更新： 一、后处理催化剂龙头，国七出口打开成长空间。 二、受益于北美缺电。 公司25年开始做数据中心柴发后处理，26年在手订单超1000台，单台价值量20-30万，净利润率超30%。 三、公司绑定全球医疗健康行业领军企业艾昆纬发展ai医疗业务。 估值：主业50亿，缺电30亿，ai医疗30亿，合计110亿，翻倍空间。 ...

Investment Rating - The investment rating for the automotive industry is "Positive" (maintained) [1] Core Insights - The report highlights that with the global expansion of AI capital expenditure, the diesel generator segment is expected to benefit directly from the increased demand for AI data center construction (AIDC). The domestic supply chain is anticipated to achieve both volume and price increases due to the supply-demand imbalance in diesel generators [4][20] - The global diesel generator market is projected to reach approximately $22.6 billion by 2026, with overseas demand at $19.6 billion and domestic demand at $3 billion. This corresponds to a global demand of about 42,000 units, with overseas demand at 35,600 units and domestic demand at 6,600 units [24][25] Summary by Sections 1. Diesel Generators: Key Power Source for Data Centers - Diesel generators are a critical power source for data centers, typically comprising a system of "grid + UPS + diesel generators" to provide backup power during outages [9] 2. Demand: Higher Overseas than Domestic, with Significant Growth Potential in Domestic Market - The report indicates that global AI capital expenditure is expected to exceed $600 billion in 2026, a year-on-year increase of over 70%. Major companies like Google, Amazon, Meta, and Microsoft are significantly increasing their investments in AI infrastructure [15][17] - Domestic companies such as ByteDance, Alibaba, and Tencent are also optimistic about their AI capital expenditure plans for 2026, contributing to the overall demand for diesel generators [15][18] 3. Supply: Acceleration of Domestic Substitution, Price and Profitability Expected to Improve - The global diesel generator market is dominated by foreign companies like Cummins and Caterpillar, but their cautious expansion cycles have led to supply shortages. Domestic suppliers are expected to gain market share due to price and delivery advantages [27] - The average price of a single unit in the domestic market is close to 3 million yuan, with prices expected to rise continuously from 2024. The price of units using foreign engines has increased by about 20% [27]

Group 1 - The core point of the news is that Aikalan's stock price dropped by 5.37% to 61.91 CNY per share, with a trading volume of 144 million CNY and a turnover rate of 4.00%, resulting in a total market capitalization of 4.953 billion CNY [1] - Aikalan Environmental Protection Co., Ltd. is located in Chizhou, Anhui Province, and was established on January 21, 2009, with its listing date on February 10, 2020 [1] - The company's main business involves the research, production, and sales of engine exhaust after-treatment products and air pollution control products, with revenue composition being 93.01% from exhaust purification products and 6.99% from other sources [1] Group 2 - Among Aikalan's top ten circulating shareholders, one fund from Nuoan Fund ranks as a significant shareholder, holding 829,800 shares, which accounts for 1.46% of the circulating shares [2] - The Nuoan Flexible Allocation Mixed Fund (320006) was newly included in the top ten circulating shareholders in the third quarter, with an estimated floating loss of approximately 2.9126 million CNY today [2] - The fund was established on May 20, 2008, with a latest scale of 773 million CNY, and has achieved a year-to-date return of 4.1%, ranking 4396 out of 8873 in its category [2]

Group 1 - The company has established and launched an AI intelligent agent platform for the medical industry, generating revenue from this business [1] - The company is building a medical health knowledge dissemination system, focusing on core functions such as medical knowledge updates, professional development education, and doctor community interaction [1] - The company aims to provide diversified services to hospitals and pharmaceutical companies, extending from "doctor services" to "industry empowerment" [1] Group 2 - The company's wholly-owned subsidiary, Xihe Chaozhi (Shanghai) Cloud Computing Technology Co., Ltd., has invested in Shanghai Yijian Cloud Computing Technology Co., Ltd., which focuses on the intelligent transformation of healthcare [3] - The subsidiary is dedicated to providing comprehensive solutions for medical institutions and health industry clients, including infrastructure construction, scenario-based applications, data intelligence analysis, and intelligent AI Agent [3]

Core Viewpoint - The company Aikelan (300816) is focusing on developing GPU resource scheduling management software aimed at research institutions and small to medium enterprises, with plans for market expansion and differentiated product offerings by 2026 [1] Group 1: Company Developments - Aikelan's Shanghai Yizhi team is dedicated to the independent research and development of GPU scheduling management software [1] - The company has successfully deployed private GPU scheduling management platforms for several domestic universities and research institutions [1] - Aikelan is actively collaborating with hardware system integrators and GPU manufacturers to enhance market outreach for its software [1] Group 2: Future Plans - By 2026, Aikelan plans to launch differentiated versions of its GPU scheduling management software, including an enterprise version, an educational version, and an operational version [1] - The aim of these differentiated products is to cater to various customer needs and further expand the company's market coverage [1] Group 3: Financial Impact - The current investments in GPU scheduling management software are expected to have a minimal impact on the company's operating performance in the short term [1]

Core Viewpoint - Aikelan (300816.SZ) is focusing on the development of GPU resource scheduling management software, targeting research institutions and small to medium enterprises for providing specialized solutions and technical support [1] Group 1: Company Developments - The Shanghai Yizhi team is dedicated to the independent research and development of GPU resource scheduling management software [1] - The company has successfully deployed private GPU resource scheduling management platforms for multiple universities and research institutions in China [1] - Aikelan is actively collaborating with hardware system integrators and GPU manufacturers to promote the market expansion of its software [1] Group 2: Future Plans - By 2026, the company plans to launch differentiated versions of its GPU resource scheduling management software to cater to various customer segments [1] - The planned versions include an enterprise edition for corporate clients, an educational edition for educational institutions, and an operational edition for operational needs [1] - This strategy aims to further expand the company's market coverage [1]

Summary of Key Points from Conference Call Records Industry Overview - The records focus on the humanoid robotics industry, highlighting various companies involved in the sector, including 日盈电子 (Riying Electronics), 特格高材 (Tegao Materials), 伟创电气 (Weichuang Electric), 开特股份 (Kaiter Co.), 亚信科技 (Yaxin Technology), 拓普集团 (Top Group), and 凯迪股份 (Kaidi Co.) [1][2][3][4][5] Core Insights and Arguments - **日盈电子 (Riying Electronics)**: - Initiated a "T Zero Mass Production Consulting" project with 特格高材 (Tegao Materials) at its headquarters [1] - The company has received high recognition for its products in the U.S. since 2025, indicating a strong market position [2] - **伟创电气 (Weichuang Electric)**: - Recently underwent a technical audit by Tesla, showcasing capabilities in motors, encoders, and drivers, with a goal to finalize product specifications by mid-February 2026 to ensure mass production starts in April [3] - Maintains a production plan of 1,000 units per week by June 2026 and 10,000 units per week by June 2027 [3] - **开特股份 (Kaiter Co.)**: - Established a joint venture with 西安旭彤 (Xi'an Xutong) to develop six-dimensional force sensors, encoders, and electronic mechanical brake systems, collaborating with 图灵机器人 (Turing Robotics) [3] - **亚信科技 (Yaxin Technology)**: - Launched a "Physical AI Laboratory" in collaboration with ABB Robotics, marking a significant step in their strategic partnership [4] - **拓普集团 (Top Group)**: - Reduced the size of dexterous hand motors from 15mm to 12mm and is enhancing product features such as vibration reduction and slip resistance in shoes, with a production capacity target of 2,000 units per week by June [4] - **凯迪股份 (Kaidi Co.)**: - Signed a strategic cooperation agreement with 新泉股份 (Xinquan Co.) to jointly develop key components for robotics [5] Additional Important Information - The records emphasize that the information is based on market rumors and does not represent personal opinions or investment advice, urging caution in interpretation [1][5] - The collaboration between companies in the humanoid robotics sector indicates a trend towards strategic partnerships aimed at enhancing technological capabilities and market reach [3][4][5]