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科创板六周年!上市公司“掌门人”寄语!
Sou Hu Cai Jing· 2025-07-22 02:55
【导读】 2025年7月22日,中国资本市场这片热土上,一块名为"科创板"的"试验田"已悄然耕耘六载春秋。6年,是筚路蓝缕的创业史,是硬核科技的淬炼场,更是 创新驱动国家战略的生动注脚。589颗"科创之星"在此汇聚,闪耀着7.3万亿市值的磅礴光芒,它们从核心技术"卡脖子"的困境中破土,在新质生产力的浪 潮里拔节,共同编织着中国产业升级与科技自立自强的宏大叙事。 值此承前启后的重要时刻,我们特别邀约了数位深耕于科创板沃土的领航者——他们是前沿赛道的开拓者,是实验室到生产线奇迹的缔造人。褪去资本市 场的喧嚣,这些掌舵人欣然提笔,以最真挚的笔触,为我们留下了属于这个时代的"科创心语"。此刻,让我们一同静心聆听,这些搏击于时代潮头的灵魂 之声,如何汇成推动中国科创巨轮驶向星辰大海的澎湃涛声。 海光信息总经理沙超群 回望科创板六周年,它作为改革"试验田"的价值有目共睹。展望未来,期待科创板能持续优化对科技企业的支持机制,在研发投入、成果转化等方面给予 更精准的赋能,进一步畅通科技企业的融资渠道,助力更多企业实现技术突破。相信随着改革的深入,科创板将培育出更多引领全球的科技创新企业,推 动中国制造业向更高质量发展迈进。 ...
科远智慧(002380):利润端开花结果,构筑全链路研发体系
Investment Rating - The report maintains an "Outperform" rating with a target price of RMB 31.66 [3][7]. Core Views - The company is expected to achieve strong revenue growth, with projected revenues of RMB 2.21 billion in 2025, representing a 31.6% increase from 2024 [2][3]. - The net profit attributable to shareholders is projected to reach RMB 304 million in 2025, a 20.7% increase from 2024 [2][3]. - The company has established a robust technical ecosystem through multiple national certifications and a full-chain R&D system, enhancing its credibility in the industrial intelligence sector [8][9]. Financial Summary - Total revenue for 2023 is reported at RMB 1.41 billion, with a year-on-year growth of 21.9% [2]. - The net profit for 2023 is RMB 161 million, showing a significant increase of 137.1% compared to the previous year [2]. - The projected EPS for 2025 is RMB 1.27, with a PE ratio of 25x assigned for valuation [3][7]. Revenue Breakdown - The industrial automation segment is expected to generate RMB 1.84 billion in revenue for 2025, with a growth rate of 30% [5]. - The industrial internet segment is projected to see a revenue increase to RMB 255 million in 2025, reflecting a 25% growth [5]. - The industrial robotics segment is anticipated to double its revenue to RMB 99 million in 2025, with a growth rate of 100% [5]. Market Strategy - The company focuses on platform products and channel penetration to efficiently convert its technological advantages into market presence [9]. - It has developed an IT/OT integrated platform that provides lifecycle services through industrial cloud and big data technologies [9]. - The nationwide marketing network consists of 17 divisions, enhancing customer loyalty and market share [9].