SCIYON(SZ:002380) Ge Long Hui A P P·2026-01-23 15:34Core 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].