Global Market Observation - The Hang Seng Index closed at 26,338, up 2.76% for the day and 2.76% year-to-date [1] - The Hang Seng Tech Index saw a significant increase of 4.00% [1] - The US markets showed mixed results, with the Dow Jones up 0.66% and the S&P 500 up 0.19%, while the Nasdaq slightly decreased by 0.03% [1] Hong Kong Stock Performance - The Hang Seng Financial Index rose by 2.12%, while the Hang Seng Industrial Index increased by 3.27% [2] - The Hang Seng Property Index experienced a gain of 1.96% [2] Sector Performance Insights - Information technology, materials, and discretionary consumption sectors led the gains in the Hong Kong market, while utilities, staples, and real estate lagged [3] - The domestic semiconductor industry is undergoing a wave of mergers and acquisitions, indicating a strategic intent to strengthen supply chains and enhance core competitiveness [3] Consumer Trends - The New Year holiday consumption in China exceeded expectations, with 595 million people traveling, a year-on-year increase of 19.6% [3] - Sales in the duty-free market in Hainan during the holiday saw significant growth, with sales volume, shopping visits, and spending increasing by 52.4%, 60.6%, and 128.9% respectively [3] International Market Dynamics - European stocks rose significantly, while US stocks had modest gains, with energy, industrials, and materials leading the way [3] - The US military action in Venezuela slightly increased geopolitical and supply chain risks, impacting US market performance [3] Commodity Market Movements - Oil prices initially rose but later fell, with OPEC+ confirming no change in oil supply for the first quarter [3] - The IEA forecasts a surplus of 3.8 million barrels per day in the oil market by 2026 [3]

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Core Viewpoint - The company is convening its first extraordinary general meeting of shareholders for 2026 on January 15, 2026, to discuss the change of fundraising investment projects, specifically shifting from the "Headquarters R&D Center Construction Project" to the "Machine Vision Intelligent Manufacturing Expansion Project" with a new investment amount of 533.06 million yuan [19][20]. Group 1: Meeting Details - The extraordinary general meeting will be held on January 15, 2026, at 10:00 AM in Dongguan, Guangdong Province [2]. - Shareholders can vote through the Shanghai Stock Exchange's online voting system on the same day [4][6]. - The meeting will include both on-site and online voting methods [4]. Group 2: Fundraising Project Change - The original project, "Headquarters R&D Center Construction Project," is being changed to "Machine Vision Intelligent Manufacturing Expansion Project" due to inefficiencies in the original plan [19][23]. - The new project will utilize 444.25 million yuan from the remaining funds of the original project and terminated projects, which is 28.92% of the total fundraising amount [20][23]. - The new project is expected to have a construction period of five years, from 2026 to 2031, and will gradually start production and achieve design capacity [20][43]. Group 3: Project Justification - The change is driven by the need to enhance fundraising efficiency and align with the company's strategic development goals [31][32]. - The new project aims to expand production capacity for core machine vision products, responding to increasing market demand in various sectors [36][39]. - The project aligns with national industrial policies supporting smart manufacturing and technological innovation [39][40]. Group 4: Financial Overview - The total investment for the new project is estimated at 533.06 million yuan, with expected sales revenue primarily from core products such as light sources, controllers, cameras, lenses, and code readers [19][43]. - The company has a solid financial foundation, having raised a total of 1.618 billion yuan from its initial public offering, with net proceeds of 1.536 billion yuan after deducting issuance costs [21].

Core Viewpoint - The company has been deeply engaged in the process industry for over 30 years, covering various key sectors such as chemicals, petrochemicals, oil and gas, energy, pharmaceuticals, food, and metallurgy [1] Group 1: Company Innovations - The company has developed an "1+2+N" industrial AI-driven enterprise intelligent operation framework, which includes the large-scale application of new products and technologies such as the Universal Control System (UCS), Time Series Big Model (TPT), real-time database with a million data points, and online calorific value analyzers [1] - The industrial AI product TPT has been implemented in over a hundred industrial scenarios across sectors like petrochemicals, coal chemicals, chlor-alkali, and thermal power, demonstrating significant value creation capabilities [1] Group 2: Financial Performance - In the first three quarters of 2025, the company's TPT business revenue reached 154 million yuan, indicating a gradual realization of large-scale commercial deployment [1]

Core Viewpoint - The company has achieved significant revenue and profit growth in the first three quarters of 2025, focusing on emerging businesses such as industrial AI and robotics, which are expected to drive future development [1] Financial Performance - In the first three quarters of 2025, the company reported a revenue of 5.654 billion yuan and a net profit attributable to shareholders of 432 million yuan [1] - The industrial AI product TPT generated a revenue of 154 million yuan, while the robotics business contributed 122 million yuan [1] Strategic Focus - The company is actively shifting its strategic focus towards high-potential emerging businesses, particularly in industrial AI and robotics, and has made positive progress in these areas [1] - The company aims to continue investing in and industrializing emerging businesses, integrating artificial intelligence deeply into its product and technology systems to create new development opportunities [1]

Core Viewpoint - The company aims to enhance its technological strength and market competitiveness through strategic mergers and acquisitions, particularly in the industrial AI sector [1] Group 1: Investment and Mergers - Since its listing, the company has actively pursued investments and mergers, focusing on acquiring domestic and international firms with innovative capabilities and technological advantages [1] - The company has completed several significant investments and acquisitions, including top engineering design firm Wood China, leading high-end analytical instrument company Hobré from the Netherlands, and digital sector leaders like DMS and Peimoco [1] - Future plans include deepening industry chain integration and accelerating the transition to new productive forces, with a focus on high-quality enterprises in various fields, including industrial AI, and overseas investment opportunities [1] Group 2: Technological Innovation - The company is committed to introducing advanced technologies and talent through its acquisitions to drive technological innovation and product upgrades [1] - The acquisitions also include leaders in the industrial intelligence sector, such as Tianze Zhiyun, and the humanoid robot field, represented by Zhejiang Humanoid Robot Innovation Center [1]

证券日报网讯 12月30日，中控技术在互动平台回答投资者提问时表示，历经三十多年的发展和沉淀， 公司已在流程工业领域奠定了坚实的客户基础与广泛的影响力，公司已覆盖流程工业领域50多个细分行 业3万7千多家客户，累计部署包括DCS在内的工业控制系统逾10万套，约1亿个I/O点数。在工业AI时代 下，工业控制系统是所有AI实施执行的硬件基础，依托广泛的用户基础、丰富的应用场景以及累计运 行在10万套工业控制系统上超过100EB的庞大工业数据量，公司现已成为拥有流程工业各细分领域数据 最为丰富的工业实时数据公司。公司已于去年推出了工业软件会员订阅制模式，并将其作为公司商业模 式创新的关键组成部分大力推广。订阅制模式有效促进了先进工业AI软件、设备及技术在工业场景的 应用落地，截至2025年6月底，公司已累计签约938家订阅制客户，截至2025年9月底，订阅制业务带来 的软件年费ARR收入已达7691.35万元。 ...

证券日报网讯 12月30日，中控技术在互动平台回答投资者提问时表示，公司已于去年推出工业软件的 会员订阅制模式，并将其作为公司商业模式创新的关键组成部分大力推广，该模式旨在为不同规模的客 户提供多样化的高价值软件包组合，并通过持续的软件迭代升级，为客户提供卓越的服务体验，显著提 升软件在企业数字化转型中的部署效率与长期价值。会员订阅制模式有效促进了先进工业AI软件、设 备及技术在工业场景的应用落地，截至2025年6月底，公司已累计签约938家订阅制客户，实现了商业模 式战略性突破。此外，今年8月份公司发布了新一代工业AI大模型TPT2，应用模式从1.0时代的专家上 门实施扩展为既保留了企业本地部署的诉求，更增加了平台化、自助式服务，用户企业可像使用专业工 具一样，自主查询数据、寻求优化方案、获取预警信息，极大降低了使用门槛和成本，真正实现了AI 能力的普惠化。 ...

Core Viewpoint - The company, Zhongkong Technology, has actively engaged in share repurchase, indicating a commitment to enhancing shareholder value and supporting its innovative business goals in industrial AI [2] Group 1: Share Repurchase Details - As of November 30, 2025, the company has repurchased a total of 5.943706 million shares, which represents 0.7512% of its total share capital [2] - The highest repurchase price was RMB 51.49 per share, while the lowest was RMB 48.30 per share, with a total transaction amount of RMB 298.8809 million [2] Group 2: Future Plans - The company plans to continue share repurchases, considering various factors, and aims to utilize the repurchased shares for employee stock ownership plans and equity incentives [2] - This strategy is intended to motivate teams and individuals who contribute to technological innovation and rapid business breakthroughs, particularly in the development of the company's time series large model TPT and subscription-based industrial AI innovations [2]

Core Insights - The collaboration between the company and Huawei has deepened in recent years, leading to the development of comprehensive AI innovation solutions across multiple industries [2] Group 1: Partnership and Collaboration - In September, the company and Huawei jointly launched AI innovation solutions by integrating the company's industry knowledge and AI capabilities with Huawei's ICT infrastructure [2] - The partnership focuses on strategic alignment in areas such as multi-industry scenario innovation and the integration of AI large models with hardware [2] Group 2: Technological Integration - The company's "1+2+N" industrial AI-driven enterprise intelligence operation framework will utilize Huawei's Kunpeng servers and OceanStor storage for unified data connectivity, modeling, and analysis capabilities [2] - The company's self-developed time series large model TPT and hypergraph large model HGT will be trained and inferred on Huawei's Ascend AI computing platform to enable automation in production processes and enterprise operations [2] Group 3: Future Developments - The new generation of the company's Universal Control System (UCS) will be deeply integrated with Huawei's Kunpeng hardware, redefining the product form and application value of control systems through software definition and cloud-native technology [2] - The company plans to explore a new industrial service ecosystem by combining its offline PlantMate 5S store with the online PlantMart marketplace [2]