Core Viewpoint - The company, Nengke Technology (603859.SH), has noted increased market attention on AI applications and commercial aerospace concepts, but its AI-related products and services are still in the development stage and do not involve the research and development of general AI models [1] Group 1: Company Overview - The main products of the company include industrial software, industrial electrical equipment, and industrial AI [1] - The company's commercial aerospace customer orders represent a small proportion of overall revenue and do not involve the production or sales of core components [1] Group 2: Business Impact - The company indicates that the short-term impact on its operating performance from commercial aerospace will not be significant [1] - There is a noted uncertainty regarding the future operating conditions of the company's AI-related business [1]
能科科技:公司商业航天客户订单金额在整体营业收入中占比很小 不涉及AI领域通用大模型的研发