公告称，收益增长主要归因于期内成功完成多项大型太阳能发电系统项目。亏损的主要原因是由于因地 缘政治的原因导致数据中心相关的重要系统及芯片货源短缺，遂令智慧城市行业的发展持续滞后。集团 的智慧城市解决方案业务收入及营运业绩取得显著减少。 冠军科技集团(00092)公布截至2025年12月31日止6个月的中期业绩，收益3352.4万港元，同比增长 54.76%;公司拥有人应占亏损2783.6万港元，同比增长28.83%;每股亏损2.83港仙。 ...

公告称，收益增长主要归因于期内成功完成多项大型太阳能发电系统项目。亏损的主要原因是由于因地 缘政治的原因导致数据中心相关的重要系统及芯片货源短缺，遂令智慧城市行业的发展持续滞后。集团 的智慧城市解决方案业务收入及营运业绩取得显著减少。 智通财经APP讯，冠军科技集团(00092)公布截至2025年12月31日止6个月的中期业绩，收益3352.4万港 元，同比增长54.76%;公司拥有人应占亏损2783.6万港元，同比增长28.83%;每股亏损2.83港仙。 ...

截至2025年12月31日止6个月录得应占股东综合亏损的主要原因是由于因地缘政治的原因导致数据中心 相关的重要系统及芯片货源短缺，遂令智慧城市行业的发展持续滞后。集团的智慧城市解决方案业务收 入及营运业绩录得显著减少。 格隆汇2月26日丨冠军科技集团(00092.HK)公告，集团于截至2025年12月31日止6个月录得总收益约3350 万港元，同比增加约54.4%。增长主要归因于期内成功完成多项大型太阳能发电系统项目。公司拥有人 应占亏损约为2780万港元，去年同期亏损则约为2160万港元。董事会决议不会宣布派发截至2025年12月 31日止6个月中期股息(2024年：无)。 ...

作为连接中东与全球市场的重要枢纽，迪拜近几年越来越受到中国企业的青睐。 截至2025年年底，在迪拜商会注册的中国企业数量以11.6%的年复合增长率稳步攀升，会员总数现 已突破6000家。 "目前，中国稳居迪拜最大的贸易伙伴地位，2024年双边非石油贸易额高达807亿美元。这一坚实的 经贸基础为双方深化合作奠定了稳固基石。"近日，迪拜商会主席兼首席执行官穆罕默德·阿里·拉希德· 卢塔（H.E. Mohammad Ali Rashed Lootah）在接受《国际金融报》记者专访时表示。 目前，迪拜商会在中国的上海、深圳和香港设有三个代表处，在促进双边贸易与投资方面发挥着关 键作用。 近期，迪拜商会团队赴深圳和广州开展路演，与18家贸易及投资机构深入交流。卢塔透露，为延续 双边合作不断升温的良好态势，迪拜方面还将于今年5月再次组织由迪拜公共与私营部门高层组成的顶 级代表团访问深圳，这充分彰显了迪拜深化与中国合作的坚定决心。 保障大湾区企业项目落地 "一直以来，迪拜商业界对中国，尤其是大湾区的认知程度和合作意愿极为强烈，这一战略聚焦与 迪拜经济议程（D33）高度契合。"卢塔表示，D33议程旨在通过数字化转型项目每年创 ...

北交所策略专题报告 2026 年 02 月 06 日 掘金北交所后备军：三维视觉龙头先临三维及光器件鑫巨宏受理中 ——北交所新质生产力后备军筛选三十 北交所研究团队 诸海滨（分析师） zhuhaibin@kysec.cn 证书编号：S0790522080007 北交所上市"后备军"214 家，分布在高端装备、TMT 等新质生产力行业中 截至 2026 年 2 月 1 日，北交所已有 214 家公司获受理，待上会企业 163 家，覆 盖高端装备（64 家）、TMT（27 家）、化工新材料（36 家）、消费（19 家）、生 物医药（12 家）等多元细分领域。受理和辅导中公司中，包含了一些新质生产 力公司，我们从中首选专精特新、单项冠军企业、"独角兽"企业。同时，我们 也着重关注氢能源、商业航天、低空经济等行业。 后备军筛选系列已 30 期，筛选出一批已经上市的新质生产力公司 在 2025 年北交所上市的 26 家公司中，本系列报告我们优选出星图测控、开发科 技、天工股份、广信科技、酉立智能、志高机械、宏远股份、能之光、三协电 机、世昌股份、锦华新材、江天科技等。其余优选公司中已过会公司包括：英氏 控股、雅图高新、 ...

近期，广东省深圳市坪山区推出"场景森林"计划，开放百余个应用场景，打造首个先进制造业与现代服 务业"两业融合"的场景森林，将城区分散、孤立的AI应用场景整合成有机共生、持续成长的生态系统， 让企业、居民在其中舒适地获得服务、感受智慧。 此外，要与时俱进依托新技术持续激发城市创新活力。各地需以"一盘棋"战略思维，搭建"政产学研 用"一体化协同生态，在产业层面充分释放产业空间、汇聚产业资源，在人才层面构建梯次人才引育体 系，在金融层面为"耐心资本"等提供更有力的支持，构建形成政府统筹协调、经营主体参与、专家专业 论证的协同模式，进而推动生态体系从简单的企业空间集聚，跃升为产业链上下游协同、价值共创的共 生生态。 （文章来源：经济日报） 过去，传统城市发展往往聚焦于单一产业升级或技术点状突破，难以形成系统性效能。如今，依托开源 鸿蒙生态等技术载体，有助于推动技术创新、产业升级与城市治理、民生服务的全要素深度耦合，重塑 城市发展要素配置体系，为建设创新、宜居、美丽、韧性、文明、智慧的现代化人民城市提供深层次的 数字驱动力。 善用新技术，能更好实现技术与市场的高效配置。各地科技企业研发出越来越多自主可控的技术底座， 不 ...

Core Insights - The third Xiong'an Future City Scenario Conference has officially released its first batch of 564 scenario demands, with a total investment of 9.29 billion RMB [1][2] - The conference aims to foster innovation and application of new technologies and products, accelerating the transformation of scientific achievements into practical applications [1] Investment Breakdown - The scenario demands cover nine areas, with specific investments allocated as follows: - Aerospace information: 41 demands with an investment of 1.06 billion RMB, focusing on "Satellite Internet+" and "Beidou+" scenarios [1] - Low-altitude transportation: 55 demands with an investment of 750 million RMB, including low-altitude applications and infrastructure [1] - Robotics: 69 demands with an investment of 400 million RMB, encompassing industrial, service, and special robots [1] - Healthcare: 37 demands with an investment of 220 million RMB [2] - Smart agriculture: 61 demands with an investment of 870 million RMB [2] - Safety and emergency: 62 demands with an investment of 390 million RMB [2] - Green energy: 59 demands with an investment of 2.52 billion RMB [2] - Smart city: 68 demands with an investment of 960 million RMB [2] - Artificial intelligence: 112 demands with an investment of 2.12 billion RMB [2]

Core Insights - The third Xiong'an Future City Scenario Conference announced the first batch of scenario demands, totaling 68 smart city scenarios with an investment of 960 million yuan [1] Urban Operation Management - Cities such as Xiong'an, Qinhuangdao, and Cangzhou have proposed demands for digital twin technology for vehicle-road collaboration, intelligent sewage management, and a digital urban management platform [1] Livelihood Services - Xiong'an and Baoding have raised demands for intelligent waste classification and smart home elderly care services [1] Industrial Service Scenarios - High-tech zones and economic development zones have expressed needs for digitalization in industrial park operations [2] Cybersecurity Scenarios - Regions including Xiong'an have put forward demands for IPV6+, HarmonyOS + RISC-V, and cybersecurity operations [3] Smart Logistics Scenarios - Xiong'an and Langfang have proposed needs for shared intelligent circular packaging and e-commerce sorting centers [4] Financial Technology Scenarios - Banks in Handan, Zhangjiakou, and Hebei Rural Credit Cooperative have highlighted demands for credit process restructuring and risk management [5]

Core Viewpoint - China Electric Xindong (002298) is currently operating normally and does not face any conditions that would trigger ST status, despite forecasting a loss for the fiscal year 2025 due to industry cycles and customer structure adjustments [1] Group 1: Financial Performance - The projected loss for 2025 is primarily attributed to the full subsidiary Beijing Zhongdian Xingfa, which is experiencing delayed project payments and decreased customer payment capabilities [1] - The company has made provisions for asset impairment in accordance with accounting standards, but the overall amount for this year is expected to be significantly lower compared to the previous year [1] Group 2: Strategic Initiatives - Beijing Zhongdian Xingfa has achieved certain improvements in project payments, market expansion, and cost control, leading to a continuous enhancement in asset quality [1] - The company is committed to strengthening its smart city business strategy while accelerating market development in the new energy sector and implementing an "outbound" strategy [1] - The company aims to create additional growth curves in various industries and regions to promote sustainable high-quality development [1]

Group 1: Financial Performance - The company expects to achieve a turnaround in 2025, with projected net profit ranging from 11,500,000 to 16,000,000 yuan, driven by significant growth in the computing power service sector [2] - Overall operating conditions are still impacted by the smart city sector, which has high fixed costs and slower-than-expected project payments affecting profit [2] Group 2: Order Status - The company has a substantial backlog of orders and is actively progressing with their delivery according to planned schedules [3] - Revenue recognition for the 2025 signed orders will occur gradually based on project delivery cycles and acceptance progress [3] Group 3: International Business Development - The company is advancing its overseas strategy, particularly in Southeast Asia, focusing on AI application and computing power service demands driven by local smart city initiatives [4] - The international expansion faces uncertainties such as geopolitical conflicts, regulatory environments, cultural differences, currency fluctuations, and complex cross-border compliance [4] - The company aims to proceed cautiously with its international business layout, adhering to the principle of "seeking progress while maintaining stability" and establishing robust risk management mechanisms [4] Group 4: Investor Advisory - The company encourages investors to be aware of and rationally assess potential risks associated with overseas business developments, as the pace of progress remains uncertain due to various unpredictable factors [5]