证券代码：002967 证券简称：广电计量 公告编号：2025-035 广电计量检测集团股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 项目 本报告期 上年同期 盈利：9,500 万元—10,000 万元 归属于上市公司股东的净利润 盈利：7,969.59 万元 比上年同期增长：19.20%—25.48% 盈利：8,000 万元—8,500 万元 扣除非经常性损益后的净利润 盈利：6,604.35 万元 比上年同期增长：21.13%—28.70% 基本每股收益 盈利：0.16 元/股—0.18 元/股 盈利：0.14 元/股 营业收入 134,369.44 万元 比上年同期增长：7.91%—11.63% 二、与会计师事务所沟通情况 本次业绩预告未经注册会计师审计。 三、业绩变动原因说明 广电计量检测集团股份有限公司 董 事 会 四、其他相关说明 本次业绩预告是公司财务部门初步测算的结果，公司 2025 年半年度具体财 务数据将在公司 2025 年半年度报告中详细披露，敬请广大投资者谨慎决策，注 意投资风险。 特此公告。 强， ...

Group 1: Autonomous Driving - BYD announced it has achieved L4-level smart parking capabilities and will cover all safety and loss liabilities for users of its Tian Shen Yan vehicles in smart parking scenarios [1] - CITIC Securities predicts that by 2025, the penetration rate of mid-to-high-end autonomous driving in China is expected to double, creating a market increment of 35 billion [1] - Guohai Securities notes that the commercialization of smart driving is accelerating, with increasing penetration rates expected to benefit the domain controller hardware and software supply chain [1] Group 2: Short Dramas - The short drama market in China has reached an annual scale of 300 to 350 billion, with expectations to surpass 500 billion next year [2] - The user base for micro-short dramas is projected to exceed 600 million by 2024, with the market size expected to reach 505 billion, surpassing annual box office revenue for the first time [2] - CITIC Jinshi Securities highlights a significant shift in the short drama industry towards advertising-based business models and an influx of traditional film companies [2] Group 3: 3D Printing - Researchers at the University of Texas at Austin have developed a new 3D printing technology that seamlessly integrates soft and hard material properties, opening new possibilities for prosthetics and flexible medical devices [3] - The 3D printing market in China is expected to exceed 63 billion by 2024, growing 30 times over the past decade, with projections to surpass 100 billion by 2029 [3] - The technology is seen as a transformative force in manufacturing, with applications expanding across various industries including healthcare and education [3] Group 4: Measurement and Testing - The State Administration for Market Regulation and the Ministry of Industry and Information Technology have issued a plan to support the development of new industrial productivity through measurement [4] - The demand for high-precision measurement in emerging industries such as new energy and aerospace is increasing significantly [4] - The Chinese measurement market is projected to exceed 150 billion yuan by 2025, with a compound annual growth rate of over 10% [4]

我市发布新一批优化营商环境创新应用场景—— "软环境"持续给力 "硬实力"加速跃升 各板块围绕自身产业发展特点出台创新升级政策，不断塑造新动能、新优势。鼓楼区发挥航运管理机构 集中、航运商协会集聚、航运龙头集群的禀赋优势，积极打造南京区域性航运物流中心核心服务板块。 下关滨江商务区高标准打造全省唯一航运公共服务大厅，落地全国首个海事海商法律公益服务中心，引 入南京仲裁委仲裁联络点、南京国际航运仲裁院，着力构筑完善海事法律服务体系，为航运企业"走出 去"提供坚实法治保障。 栖霞高新区持续优化完善"1+2+5"服务体系，以"产业服务"为主线，以线上大数据服务平台和线下企业 服务中心为2大平台，推出"雁阵""龙腾""凤栖""鹿鸣""牛犇"五大行动，切实帮助企业嫁接金融资源、打 通市场壁垒、解决困难诉求，打造"高新效率""高新服务"，充分稳定企业信心、激发企业发展活力。 每一式都融合务实创新基因 市计量监督检测院近日通过创新开展"定制化计量服务"模式，成功帮助南京中车浦镇海泰制动设备有限 公司实现生产检测"两不误"，3个月内完成1600余台设备检测，保障企业生产"零延误"。 记者了解到，该模式由多领域业务骨干组成调研 ...

Group 1 - The Wuhan Jiangfeng Electronic Materials Co., Ltd. specializes in the production of ultra-pure metal sputtering targets and precision molybdenum for new display core materials, with an emphasis on leveraging local talent for technological and management innovations [1] - The China Saibao (Central China) Laboratory provides high-quality measurement and component testing services for industries such as optoelectronics, communications, and aerospace, aiming to support the development of key industries in Wuhan [1] - The Xihu Agricultural Modernization Project in the Jinghe Street area focuses on integrating agriculture with tourism, promoting the development of modern urban agriculture and the fusion of primary, secondary, and tertiary industries [2] Group 2 - Sinopec Hydrogen Energy Machinery (Wuhan) Co., Ltd. is engaged in the research, manufacturing, and system integration of hydrogen energy equipment, with a call for the company to seize opportunities in the hydrogen energy sector and enhance its technological capabilities [2] - The emphasis on high-quality development and the integration of technological and industrial innovation is crucial for traditional industries to upgrade and for new industries to emerge, ensuring sustainable economic growth [3] - The need for effective governance and social stability is highlighted as essential for supporting high-quality development, with a focus on addressing community concerns and risks [3]

电表智慧计量技术突破。基于元器件失效性分析的计量风险评估理论，利用人工智能解决使用环境条件 对电能计量性能影响，构建首个智能电表计量大数据库，建立电能表首检远程监测系统，填补了电能计 量技术多项空白，提高了在用智能电表的准确度。 在保障民生方面，开展专项民生计量监督检查行动。2024年，组织对加油站、集贸市场、眼镜制配场 所、粮库等计量器具使用单位和计量器具生产企业开展监督检查。检查各类计量器具5.33万台件，查处 计量违法案件270件。对全市8家计量授权单位开展检定、管理情况检查。组织电商平台肃清124件作弊 计量器具。今年，北京市市场监管局还开展了居民水电气计量及收费集中整治工作。针对群众反映较多 的问题，深入排查计量及收费等问题。 在"公众开放日"活动中，邀请社会公众走进科技馆、博物馆、计量科普基地等地，深入了解计量检测服 务过程，近距离感受计量科技成果，增进了对计量工作的科学认知。 新京报讯（记者陈琳）5月16日，北京市市场监管局组织开展2025年"世界计量日"北京主场活动，现场 发布了多项智慧计量技术成果。记者获悉，北京市出租汽车计价器实现在线检定，预计到2030年，北京 市出租车计价器在线检定覆盖 ...

证券研究报告 | 2025年05月14日 | 晨会纪要 | | --- | | 数据日期:2025-05-13 | 上证综指 | 深证成指沪深 | 300 指数 | 中小板综指 | 创业板综指 | 科创 50 | | --- | --- | --- | --- | --- | --- | --- | | 收盘指数（点） | 3374.87 | 10288.08 | 3896.25 | 11395.75 | 2848.02 | 1009.68 | | 涨跌幅度（%） | 0.16 | -0.12 | 0.14 | -0.20 | -0.31 | -0.15 | | 成交金额（亿元） | 5066.08 | 7849.16 | 2675.86 | 2838.92 | 3682.05 | 227.51 | 广电计量(002967.SZ) 公司快评:签署中科智易股权投资意向书，完善国 防科工业务布局 新产业(300832.SZ) 财报点评:海外业务成为核心增长驱动，流水线开始 成批量装机 【常规内容】 行业与公司 传媒行业 5 月投资策略：板块业绩触底向上，看好 AI 应用与 IP 潮玩机 会 汽车行业专题:人形机器 ...

Core Viewpoint - The acquisition of Beijing Zhongke Zhiyi Technology Co., Ltd. by Guangdian Measurement and Testing Group Co., Ltd. is aimed at enhancing capabilities in defense-related testing and evaluation, thereby improving market competitiveness [1][3][6] Group 1: Acquisition Details - On May 9, 2025, Guangdian Measurement signed a share investment intention letter with Zhongke Zhiyi, indicating a strategic move to gain control over the company [1][3] - Following the acquisition, Guangdian Measurement will appoint three directors to Zhongke Zhiyi's board, including the chairman, and will have the authority to manage operations, enhancing business synergy [3][4] Group 2: Company Focus and Strategy - Zhongke Zhiyi specializes in providing high-tech services to military units, focusing on weapon equipment testing and evaluation, with a goal to become a benchmark enterprise in the digitalization of equipment [3][4] - The company utilizes artificial intelligence and advanced modeling techniques to enhance testing and evaluation processes, supporting military training and operational management [4] Group 3: Financial Performance - Zhongke Zhiyi's revenue from 2022 to 2024 was reported as 0.56 billion, 0.60 billion, and 0.59 billion respectively, with year-on-year changes of +33.29%, +7.27%, and -2.75% [4] - The net profit for the same period was 0.11 billion, 0.10 billion, and 0.08 billion, with year-on-year changes of +6.99%, -4.78%, and -26.82% [4] Group 4: Industry Position and Outlook - Guangdian Measurement is positioned as a leading third-party measurement and testing company, focusing on strategic industries and aiming to benefit from technological innovation and domestic substitution trends [1][6] - The company maintains a profit forecast for 2025-2027, estimating net profits of 4.00 billion, 4.59 billion, and 5.35 billion, with corresponding P/E ratios of 26, 23, and 20 [1][6]

"大模型是对算法模型开发范式进行一次全新的变革，基于大模型的算法开发流程具有更智能、更高效、更灵活的特点。"于莉莉表示，以DeepSeek、 ChatGPT产品为代表的AI大模型热潮席卷全国，标志着人工智能技术正式进入大模型时代，现阶段的AI技术将快速被大模型技术整合、取代、颠覆，其基 本划分为：通用大模型、行业大模型、垂直大模型、专属大模型。 4月28日，由广州日报和广东省人工智能协会主办的"破圈与融合"人工智能主题论坛暨优秀案例发布会在广州报业文化中心举行。当前，人工智能正以前 所未有的速度重塑全球经济格局。从智能制造到智慧医疗，从金融科技到智慧城市，AI技术已深度融入千行百业，AI"破圈"已势不可挡，正成为推动经济 增长的重要引擎。 随着人工智能从梦想照进现实，一批实践者正在努力让人工智能更好地服务社会。活动现场，广电计量检测集团股份有限公司副总经理于莉莉在题为 《AI大模型驱动的企业数据管理及应用》的主旨演讲中指出，人工智能正从"以模型为中心"加速向"以数据为中心"转变，而"数据"从本质上决定了AI大模 型的落地水平。当前，数据要素管理及应用仍面临诸多痛点。 人工智能技术正式进入大模型时代，大模型催生 ...

Group 1 - The core viewpoint is that AI is empowering the measurement and testing industry to undergo digital transformation and upgrade by providing comprehensive lifecycle quality control services for AI chips, enabling reliable testing for scenarios like medical imaging and autonomous driving [2] - The company is focusing on a "technology + standards + ecosystem" strategy to build a service system covering chips, algorithms, systems, and equipment throughout their lifecycle, establishing itself as an innovative benchmark in quality assurance for the intelligent era [2] Group 2 - The AI-driven inspection solution for the telecommunications industry utilizes drones equipped with laser radar and high-precision positioning modules to generate optimal inspection routes based on tower distribution, terrain data, and historical records [3] - In case of encountering strong electromagnetic interference or obstacles like flocks of pigeons, the AI system automatically recalculates the flight path and activates avoidance strategies, ensuring safe and efficient inspections [3][4] Group 3 - Traditional manual inspections are time-consuming and pose high risks to personnel, while the AI + drone inspection solution enhances operational efficiency and safety by isolating workers from hazardous environments and quickly identifying optimal paths [4] - The company has been actively involved in establishing industry standards and initiatives, such as the "5+1" standardization development initiative for AI technology in the automotive sector, which fills a gap in the industry and supports the development of AI applications in automotive technology [5] Group 4 - The company has established a joint innovation center for AI model verification and safety testing in collaboration with Beijing E-Town AI Research Institute, aiming to create a new ecosystem for "AI + inspection and testing" [5] - A new research institute focused on embodied intelligence and robotics has been launched in partnership with Jiangnan University, which will develop standardized testing and certification services [6] - The company is committed to cultivating three types of talent: interdisciplinary professionals who understand both testing technology and AI, innovative R&D teams exploring new detection methods, and application-oriented teams enhancing AI application capabilities in various roles [6]

Financial Performance - In Q1 2025, the company achieved operating revenue of 618 million yuan, a year-on-year increase of 5.16% [4] - The net profit attributable to shareholders reached 4.8235 million yuan, reflecting a significant growth of 302.86% compared to the same period last year [4] - The company maintains a strong cash flow, with over 1 billion yuan in liquid assets and more than 5 billion yuan in effective bank credit lines as of March 31, 2025 [4] Business Growth Areas - The overall order amount in Q1 2025 experienced double-digit growth, driven by emerging industries such as automotive and integrated circuits [4] - The data science business reported a revenue growth of 28.86% in 2024, focusing on system testing, cybersecurity, and data governance [7] - The integrated circuit testing sector saw a revenue increase of 26.28% in 2024, indicating a robust growth trajectory [8] Strategic Initiatives - The company is optimizing its talent structure, with a cautious approach to personnel growth while enhancing productivity and profitability [5] - Investment and acquisition strategies are being actively pursued to enhance industry competitiveness, with a focus on sectors like special equipment, automotive, and aerospace [11] - The company is developing capabilities in commercial aerospace, establishing a dedicated testing facility and collaborating with top universities to build a high-level talent team [9] Market Opportunities - The company is capitalizing on the rapid growth of the low-altitude economy by enhancing its testing services and fostering industry collaboration [10] - In the robotics sector, the company is expanding its testing services to ensure product quality and safety [10] - The focus on high-power, high-speed, and high-integration semiconductor testing positions the company to meet the growing demands of the integrated circuit market [8]