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，中控技术深耕流程工业三十余 年，全面覆盖流程工业化工、石化、油气、能源电力、制药食品、冶金等数十个重点行业。近年来，公 司创新打造"1+2+N"工业AI驱动的企业智能运行新架构，大规模应用通用控制系统UCS、时间序列大模 型TPT、百万点实时数据库和热值在线分析仪等一批行业前沿的新产品、新技术，助力企业构建全球领 先智能工厂、打造世界级行业标杆项目，其中公司工业AI产品TPT已在各类生产运行场景中开展闭环应 用，在石化、煤化工、氯碱、热电等行业的百余个工业场景中开始逐步落地实践，价值创造能力显著。 2025年前三季度，公司TPT业务收入1.54亿元，已逐步实现规模化商业落地。 ...

Core Viewpoint - The company, Chuan Yi Co., Ltd. (川仪股份), is actively engaging in collaboration with East China University of Science and Technology in areas such as industrial intelligent operating systems, industrial intelligent models and algorithms, and edge intelligent hardware [1] Group 1 - The company is involved in discussions and cooperation with a prominent academic institution [1] - The focus of the collaboration includes advanced technological fields relevant to industrial automation and intelligence [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，公司在投资并购方面旨在通过战 略性并购与合作，进一步巩固和提升公司的技术实力和市场竞争力。自上市以来，公司积极布局投资并 购，尤其是在工业AI方向，通过并购具有创新能力和技术优势的国内外企业，引进先进技术和人才， 推动公司的技术创新和产品升级。过去几年，中控技术已经完成了多项重要投资并购，包括全球顶尖的 工程设计公司Wood中国、高端分析仪领军企业荷兰Hobré公司、数字化领域的领军企业达美盛和培慕科 技、中国工业智能领域的领军企业天泽智云、人形机器人领域的浙江人形机器人创新中心有限公司等。 未来，中控技术将继续深化产业链整合，加快向新质生产力转型的步伐，关注包括工业AI在内的各领 域优质企业以及海外投资并购机会，构建一个拥有强大核心竞争力的生态体系。 ...

（文章来源：证券日报） 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，二级市场股价受宏观经济、行 业周期、市场流动性等多种因素影响，请投资者理性对待并注意投资风险。公司一直以来致力于提升内 在价值，通过技术创新、优化产品和服务，提高公司的竞争力和盈利能力，并与投资者保持密切沟通， 通过多种渠道和方式向市场传递公司价值、战略和发展前景。 ...

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。 ...

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]

Core Viewpoint - Dongtu Technology emphasizes its capability in high-precision industrial scenarios, particularly in rocket and aerospace equipment manufacturing, through its core products like intelligent controllers and industrial operating systems [1] Group 1 - The company has a strong technical accumulation in high-precision control and industrial-grade stability, making its products suitable for applications in the aerospace sector [1]

爱建证券研报指出，汇川技术是中国工业自动化龙头，机器人业务驱动新成长。认为市场当前对公司估 值仍以传统工控业务为锚，尚未充分计入其向人形机器人等新兴领域延伸的中长期成长空间，随着具身 智能产业化推进，公司有望逐步受益。公司在机器人核心驱动系统或控制系统相关定制产品通过验证、 客户合作落地或订单披露；公司通用自动化业务盈利能力改善。首次覆盖，给予"买入"评级。 ...

Investment Rating - The report assigns a "Buy" rating for the company, Huichuan Technology (300124.SZ), as part of its initial coverage [4][6]. Core Insights - Huichuan Technology is a leader in China's industrial automation sector, with its robotics business driving new growth. The company is expected to benefit significantly from the commercialization of humanoid robots and the increasing contribution of its new energy-related business [1][6]. - The company’s revenue is projected to grow from 30,420 million RMB in 2023 to 69,075 million RMB by 2027, with a compound annual growth rate (CAGR) of approximately 21.1% [2][30]. - The net profit attributable to shareholders is forecasted to increase from 4,742 million RMB in 2023 to 8,032 million RMB in 2027, reflecting a growth rate of 19.4% [2][30]. - The report highlights that the company's servo system products hold a market share of 28.3% in China, positioning it favorably in the industry [6][11]. Financial Data and Profit Forecast - Revenue projections for the company are as follows: - 2025E: 46,517 million RMB (25.6% YoY growth) - 2026E: 57,056 million RMB (22.7% YoY growth) - 2027E: 69,075 million RMB (21.1% YoY growth) [2][30]. - Net profit forecasts are: - 2025E: 5,559 million RMB (29.7% YoY growth) - 2026E: 6,729 million RMB (21.0% YoY growth) - 2027E: 8,032 million RMB (19.4% YoY growth) [2][30]. - The report anticipates a steady improvement in gross margins, with projections of 30.2% in 2025E, 28.8% in 2026E, and 28.4% in 2027E [2][30]. Industry Context - The global humanoid robot market is expected to reach a volume of 6 million units and a market size exceeding 120 billion USD by 2035, with optimistic scenarios suggesting sales could surpass 10 million units and a market size of 260 billion USD [6][11]. - The report emphasizes that the company is well-positioned to capitalize on the growth of the humanoid robotics sector, which is anticipated to expand significantly in the coming years [6][11].