Group 1 - The company held a meeting on October 14, 2025, with six institutions including Northeast Securities and Western Securities to discuss various business conditions [1] - The urban infrastructure business is primarily concentrated in the Yangtze River Delta region, with improved project release and landing since Q3 2025, leading to an increase in new business volume [2] - The real estate business contributes less than 5% to total revenue as of the first half of 2025, with ongoing efforts to accelerate inventory clearance through promotional strategies [2] Group 2 - The company has established a joint venture, Ningbo Xingji Power Technology Co., Ltd., with Shanghai Matrix Super Intelligence, focusing on humanoid robots and targeting the civilian market [3] - The company's financial stability and production capabilities support the joint venture, which is expected to launch a new generation of products by the end of this year or early next year [3] - The company's new energy business has turned a profit of 52 million yuan in the first half of 2025, benefiting from stable component prices and strong partnerships with state-owned enterprises [3] Group 3 - The company is collaborating with Jingzhi Technology, leveraging its expertise in quadruped robot technology for applications in inspection and security [4] - The partnership aims to develop specific engineering solutions through joint research and development efforts [4]

Group 1: Urban Infrastructure and Business Operations - The company's urban infrastructure business focuses on the advantageous regions of the Yangtze River Delta, with project payment collection remaining relatively stable. Since Q3 of this year, the release and implementation of projects in these areas have improved, leading to an increase in new business volume [2]. - The real estate business's overall revenue contribution is very low, with less than 5% of revenue coming from real estate operations in the first half of 2025. The business is in a continuous phase of inventory reduction, with some projects developing promotional plans to accelerate sales and recover funds [2]. Group 2: Strategic Partnerships and Collaborations - The company has reached a strategic cooperation agreement with Shanghai Matrix Superintelligence Systems Co., Ltd. The joint venture, Ningbo Star Power Technology Co., Ltd., has been established in Ningbo Qianwan New Area, focusing on humanoid robot development, manufacturing, and sales [2][3]. - The founding team of Matrix Superintelligence has a strong technical background from major global tech companies, with new product releases expected by the end of this year or early next year. The financial stability and industrial base of the company support efficient resource utilization and expansion of application scenarios and sales channels [3]. Group 3: New Energy Business Performance - The company's new energy business has turned from annual losses to a profit of 52 million yuan in the first half of 2025, benefiting from the profit contribution of photovoltaic EPC and stable component price fluctuations. The company plans to continue exploring other areas of the new energy business based on good relationships with state-owned enterprises [3]. Group 4: Technological Collaborations - The company has invested in Mirror Technology, whose R&D team has significant advantages in quadruped robot technology, particularly in mechanical structure. The products have been validated in inspection and security applications, and the company is collaborating with Mirror Technology for specific engineering field scenarios [3].

证券代码：002062 证券简称：宏润建设 5、公司发展战略规划为"建筑+新能源+科技"，请介绍 科技业务的布局和发展情况。 公司作为浙江民营企业，有着深厚的实业情怀，同时积极 践行新质生产力发展，助力企业产业转型升级。机器人行业作 为新质生产力的代表正处于量产前期投入阶段，合作方需要资 金、应用场景和生产落地能力。作为高新技术上市企业，公司 不仅拥有盾构换刀机器人联合研发经验和技术储备，更有工程 应用场景和产业基地资源，合作契合度较高。 6、公司去年出于哪些考量在货币资金充足的情况下定增 5 亿元？ 公司经营管理扎实，重视现金流管控。2022 年随着涉房企 业融资政策的放开，公司抓住机遇筹划定增事宜，成功完成向 特定对象发行 5 亿元。公司借助本次定增完成资本市场亮相， 打通融资路径，优化资产结构。 宏润建设集团股份有限公司投资者关系活动记录表 编号：2025-04 | 投资者关系 | ■特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参 ...