东土科技公告，预计2025年度净利润为7000万元–1.05亿元，同比增长81.19%-171.78%。报告期内，公 司业务结构持续优化，新兴业务实现突破；其中，工业AI控制器业务收入同比增幅超100%；依托自主 研发的鸿道（Intewell）工业AI操作系统、MaVIEW控制软件打造的全国产化工业控制解决方案，已在 半导体制造、智能交通等关键领域于2025年度实现规模化应用。同时，工业AI操作系统及相关软件服 务收入、毛利率均保持持续上升态势，公司盈利能力不断增强。 ...

Group 1: Industrial Robotics Applications - The company focuses on market dynamics and customer needs, applying technology in communication, computing, control, and sensing fields [3] - The industrial switch is designed to meet harsh environmental requirements, ensuring compatibility and stability for critical real-time systems in industrial production [3] - The second-generation PLC (EControl Studio) utilizes Linux + RT real-time operating system, enhancing control precision and response speed, with promising prospects in industries like electronics, water treatment, and pharmaceuticals [3] - The AI controller's development will integrate neural network runtime and machine learning frameworks to address strategy control and predictive maintenance in complex conditions [3] Group 2: Energy Storage Business Development - The company entered the energy storage market in 2022, achieving significant contract volumes in centralized and commercial storage [4] - Market fluctuations and policy impacts have led to a substantial decline in average bidding prices for centralized storage systems, affecting business [4] - The future direction of energy storage is closely tied to the marketization of the domestic electricity trading market, with pilot projects already underway [4] - The company will focus on commercial storage business while cautiously expanding large storage operations [4]

Core Viewpoint - The establishment of Beijing Dongtu Semiconductor Technology Co., Ltd. marks Dongtu Technology's strategic expansion into the semiconductor industry, focusing on intelligent control systems [1][2] Group 1: Company Developments - Dongtu Technology has announced the formation of a new subsidiary dedicated to semiconductor control systems, aiming to become a leading provider of full-stack intelligent control solutions in China [1] - The company has a strong foundation in industrial internet technologies, having developed core products such as the Hongdao® operating system, industrial network chips, and industrial AI controllers [1][2] Group 2: Product and Technology Focus - The new subsidiary will apply Dongtu's existing technologies to the semiconductor sector, utilizing software-defined control technology and fully IP-based industrial networks to enhance the integration of information and industrial processes [1] - The company aims to provide self-developed hardware and software control solutions for semiconductor equipment and manufacturing lines, improving process consistency and yield rates [1][2] Group 3: Market Position and Future Plans - Dongtu Technology is committed to advancing the semiconductor industry's integrated network control and the implementation of industrial artificial intelligence, facilitating a transition from automation to intelligence [2] - The product line for the semiconductor sector has been expanded, with a complete stack of domestic solutions already validated in various applications, indicating potential for large-scale replication [2]