近日，宏润建设（002062）接受国泰基金、国海基金、广发基金等10家机构调研。活动交流中，公司对 外表示，基建业务是宏润立足、发展和壮大的根基，公司将利用自身技术积累和品牌影响力，持续加大 科技创新。2025年下半年以来，长三角优势区域的项目释放和落地情况有所改善。特别是三季度，公司 新承接业务量有所上升。此外，公司新能源业务表现亮眼，呈现从前端实业制造、中端总承包施工到终 端电站运营的产业链良性运作。 宏润建设在保持传统基建业务稳盘、新能源业务增量的基础上，重点培育机器人业务作为第二增长曲 线，并且已经先后布局了镜识科技、宏思未来、矩阵超智三家定位不同领域的机器人厂商。 宏思未来是以"机器人+教学场景"双驱动为核心，通过提供教育智能机器人及相关课程内容支持，服务 于中小学、国际学校和各类青少年科技项目。产品与解决方案紧密贴合全人教育方针，推动从知识灌输 向能力构建的转变，打造助力人工智能在教育场景落地的机器人厂商。 宏润建设与矩阵超智合资成立的宁波星际动力科技有限公司于11月3日正式入驻宁波前湾新区。星际动 力主打产品是全栈式人形机器人，目标实现全场景的商业落地。除双足人形机器人外，还将针对不同场 景需求 ...

Group 1: Company Insights - Aerospace Technology reported Q3 revenue of 603 million, a year-on-year increase of 46.60%, and net profit growth of 26.45%, driven by increased orders for aircraft engines and gas turbines [1] - The company has a backlog of orders amounting to 5.968 billion, primarily from international clients, and has signed long-term agreements to expand its global market presence [1] - Aerospace Technology has received the GE Aviation 2025 Innovation Award for its NISP technology and is experiencing strong demand in the gas turbine market, with rising equipment prices [1] Group 2: Industry Developments - AVIC Heavy Machinery is actively expanding into high-growth sectors such as commercial aerospace, civil aviation, and gas turbines, leveraging its expertise in forging, casting, and hydraulic systems [2] - The company has established stable supply relationships with key players in the commercial aerospace sector and is integrating into the domestic large aircraft supply chain [2] - AVIC Heavy Machinery's gas turbine business is projected to exceed 100 million in revenue by Q3 2025, with clients including GE and Siemens Energy [2] Group 3: Infrastructure and Robotics - Hongrun Construction is focusing on urban infrastructure in the Yangtze River Delta, with an increase in new business volume in Q3 [3] - The company has formed a joint venture to develop humanoid robots and aims to achieve commercialization by 2026, with a target team size of 60-100 [3] - The company is also investing in technology for quadruped robots and plans to expand production capabilities in response to demand [3] Group 4: Smart Driving Technology - Desay SV Automotive is responding to stricter smart driving regulations by enhancing performance and safety features in its products [4] - The company has secured new project orders from major international automotive manufacturers and is expanding its production facilities in Germany and Spain [4] - Desay SV has launched a robot smart base ICube, designed for durability and reliability in robotic applications [4]

证券代码：002062 证券简称：宏润建设 宏润建设集团股份有限公司投资者关系活动记录表 编号：2025-06 | 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） | | 参与单位名称 | 国泰基金经理—谢泓材、浙商证券首席分析师—刘巍、南土资 | | 及人员姓名 | 产—吴刚、招商基金—王晗、国海基金—龚泓月、广发基金— | | | 张毅、东财研究所—王翩翩、泰康资产—李金桃、友邦人寿— | | | 杨佳、通乾投资—朱灵 | | 时间 | 2025-11-18 | | 地点 | 宏润大厦现场会议； | | | 东方财富证券 2026 年度策略会 | | 上市公司接待 | 科技业务总监毛正；董事会秘书薛锋 | | 人员姓名 | | | | 1、公司感觉城市基建市场近况如何？ | | | 公司城市基建业务主要聚焦长三角优势区域，下半年以来， | | | 上述区域的项目释放和落地情况有所改善。特别是三季度，公 | | | 司新承接业务量有所上升。 ...