腾讯云副总裁、智能制造与智慧能源解决方案负责人蔡毅 智能化要落地，AI必须"走进"具体场景 【天极网IT新闻频道】在AI大模型技术深度融入产业发展的当下，工业能源企业如何通过数智化转型实现高质量发展是行业共同关注的议题。9月16日，在2025腾讯全球数字生态大会智能制造与智慧能源 专场，腾讯云副总裁、智能制造与智慧能源解决方案负责人蔡毅表示，实体企业的智能化转型，离不开广泛的用户连接、海量的企业数据和好用的算力。这一切的核心，在于AI技术的场景落地和生态协同。 当前，工业能源行业正处于数智化转型的关键阶段，单一技术已难以满足行业系统性升级需求，只有推动AI技术与实际业务场景深度融合，才能将技术优势转化为实实在在的产业价值。 毕马威中国技术和新经济管理咨询主管合伙人高人伯指出，AI技术落地的核心障碍并非模型性能、数据规模或合规风险，而是应用思维的局限。他强调，我们不应仅将AI视为优化传统流程、解决既有问 题的"锤子"——被动执行、局限于单点效率提升的工具;而应真正将AI当作主动赋能、系统创新的"神灯"——能够深入工业制造、能源运营等具体场景，通过持续学习与进化，挖掘新需求、解决新问题，实现 从"工具"到"伙伴" ...

Core Viewpoint - The company, Hengshi Technology, is committed to focusing on the development of its main business while exploring new marketing models centered around virtual power plants [1] Group 1: Business Strategy - The company aims to consolidate its existing business while also exploring new marketing models [1] - The core focus will be on energy operations to establish a solid foundation for long-term development [1] - The company plans to promote deep integration of marketing and technology, leveraging its technological advantages to steadily expand its market presence [1] Group 2: Future Outlook - The company will disclose its operational performance in upcoming periodic reports [1]

Core Insights - The company reported a revenue of HKD 177 million for the first half of 2025, representing a year-on-year growth of 24.4% [1] - The profit attributable to the company's owners was HKD 6.18 million, a significant turnaround from a loss of HKD 10.77 million in the same period last year [1] - Basic earnings per share were reported at HKD 0.042 [1] Financial Performance - Revenue from continuing operations reached HKD 177 million, marking a 24.4% increase compared to the previous year [1] - The company achieved a profit attributable to owners of HKD 6.18 million, contrasting with a loss of HKD 10.77 million in the prior year [1] - Administrative expenses decreased due to reduced one-time expenditures and daily management costs, contributing to the improved financial performance [1]

Core Viewpoint - The company reported a decline in revenue and net profit for the first half of 2025, but showed growth in non-recurring net profit and significant improvement in cash flow from operating activities [1][2]. Financial Performance - The company achieved operating revenue of 4.417 billion yuan, a year-on-year decrease of 23.30% [1] - The net profit attributable to shareholders was 285 million yuan, down 28.16% year-on-year [1] - The non-recurring net profit was 258 million yuan, an increase of 27.41% year-on-year [1] - The net cash flow from operating activities was 281 million yuan, up 86.67% year-on-year [1] - Basic earnings per share were 0.30 yuan, a decrease of 28.19% year-on-year [1] Business Segment Analysis - Equipment Business: Revenue reached 929 million yuan, a significant increase of 26.51% year-on-year, driven by industry equipment upgrades and overseas market expansion [2] - Engineering Business: Revenue from municipal environmental engineering was 439 million yuan, down 64.38% due to a strategic shift to reduce low-margin projects; power station engineering revenue was stable at 579 million yuan [2] - Operating Business: Environmental operation services generated 338 million yuan, a slight increase of 1.23%; thermal power operation revenue was 2.056 billion yuan, down 25.13% due to raw material price declines, but gross margin improved by 5.2 percentage points to 22.78% [2] Growth Opportunities - The company achieved a milestone in hydrogen energy with the successful delivery of the first batch of electrolyzers, which is expected to enhance market reputation and future order acquisition [3] - The successful verification of flexible coal-fired power technology indicates potential for commercial application, with ongoing discussions with potential clients for future orders [3] Capital Management - The company completed a share buyback plan worth 100 million yuan, representing 1.05% of total share capital, reflecting management's confidence in future growth [4] - The company successfully issued multiple medium-term notes and short-term financing bonds, with financing rates decreasing by 19.1% and 30.3% compared to the previous year, optimizing debt structure and reducing financial costs [4] Profit Forecast - The company is expected to generate operating revenues of 8.271 billion yuan, 8.628 billion yuan, and 9.185 billion yuan for 2025, 2026, and 2027 respectively, with net profits of 637 million yuan, 668 million yuan, and 734 million yuan [4]

Group 1 - The core viewpoint of the article is that Guangzheng Eye Care has provided insights into its business segments, specifically the steel structure engineering and energy operation sectors [1] - The steel structure engineering segment is operated by Guangzheng Steel Structure Co., Ltd. and Guangzheng Construction Group Co., Ltd., focusing on the design, manufacturing, and construction of steel structures, and operates independently without involvement in the clean energy sector [1] - The energy operation segment includes subsidiaries such as Guangzheng Energy (Bazhou) Co., Ltd., Tuokexun County Xintianshan Gas Co., Ltd., and Xinjiang Tianyu Energy Technology Development Co., Ltd., primarily focusing on operation and asset leasing as its core business model [1] Group 2 - The company aims to continuously optimize its business layout and enhance operational efficiency to create long-term value for shareholders [1]