证券日报网讯中控技术10月20日在互动平台回答投资者提问时表示，截至目前，公司已打造新一 代"Plantbot"AI+机器人智能运行架构，涵盖巡检与操作机器人，协作装备类机器人，供应链物流机器 人，以及面向工业领域的人形机器人4类机器人产品。其中面向工业领域的人形机器人作为PlantbotAI架 构下的前沿探索，具备类人形态与通用作业能力，可适应现有工厂人机环境，执行多场景复杂任务。依 托大模型驱动的任务规划与自主学习能力，未来将实现"一机多能"的灵活部署，为极端环境作业、技能 短缺岗位替代及工厂智能化跃迁提供解决方案。国务院日前印发的《关于深入实施人工智能+行动的意 见》明确提出，要加快推动人工智能与产业发展深度融合。而中控技术在"人工智能+工业"领域的最新 成果——时间序列大模型TPT2，正是响应这一号召，致力于解决流程工业中长期存在的安全生产、质 量优化、能耗控制等核心痛点，以可量化的经济效益为企业降本增效、防控风险，成为中国乃至全球工 业智能化进程中的标志性成果。 ...

Investment Rating - The report assigns an "Overweight" rating for the mechanical equipment industry, indicating a positive outlook compared to the broader market index [1]. Core Insights - The report emphasizes the increasing importance of embodied intelligent robots in both policy and research sectors, with a focus on commercial deployment and large-scale manufacturing [3][17]. - The "Shanghai Intelligent Terminal Industry High-Quality Development Action Plan (2026-2027)" has been released, aiming for the industry to exceed 300 billion yuan by 2027 and to cultivate globally influential consumer brands [3][18]. - The report highlights significant advancements in humanoid robots, including the launch of new products and procurement contracts, indicating a robust growth trajectory in the sector [19][20]. Summary by Sections Company Announcements - Inveke reported a revenue of 4.026 billion yuan for the first three quarters of 2025, a year-on-year increase of 40.19% [11]. - Huace Testing anticipates a net profit growth of 8.26%-9.51% for the same period, driven by service upgrades and innovation [12]. - Linyi Zhizhao expects a net profit of 1.890 billion to 2.120 billion yuan, reflecting a growth of 34.10%-50.42% [13]. Robotics Industry Dynamics - The report notes a heightened focus on the commercialization of embodied intelligent robots, with significant R&D activity expected to drive industry growth [17]. - The introduction of the Zhiyuan Spirit G2 robot, designed for industrial applications, showcases advancements in operational capabilities and precision [19]. - The Figure03 humanoid robot has been launched, featuring enhanced sensory and operational capabilities, indicating a shift towards practical applications in everyday environments [20][21]. Industrial Automation - Siemens is actively expanding its industrial software capabilities through multiple acquisitions, enhancing its position in the digital industrial software market [23][24]. - Domestic leaders are integrating AI into industrial automation, with companies like Huichuan Technology and Zhongkong Technology making strides in software development for smart manufacturing [29][30]. Market Review - The report notes a decline in the mechanical equipment sector, with a drop of 5.84%, underperforming the broader market index [30].

Group 1: Event Overview - The fourth (2025) Oil and Petrochemical Industry Exhibition and Yipai Industrial Products Exhibition was held in Nanjing, showcasing over 500 leading global companies and highlighting China's leap in the localization of oil and petrochemical equipment [1] - The exhibition covered an area of 70,000 square meters, featuring significant advancements in domestic manufacturing capabilities, including deep exploration equipment and large-scale refining technologies [1] Group 2: Deep Exploration Equipment - The "Jingwei Linghang" rotary steering drilling system developed by Sinopec Jingwei Company is designed for efficient development of deep and ultra-deep oil and gas resources, achieving international advanced performance with a temperature resistance of 175°C and pressure resistance of 172 MPa [3] - The "Jingwei Shijie" AMR resistivity boundary detection instrument can measure resistivity and boundary in real-time, with a detection depth of 5.6 meters, significantly aiding in precise horizontal well landing [3] Group 3: Drilling and Fracturing Equipment - Sinopec's Idrilling (Yinglong) scientific drilling system utilizes AI algorithms for real-time optimization of drilling parameters, enhancing operational efficiency by 40% compared to previous models [4] - China National Petroleum Corporation (CNPC) showcased the F-2800QHL ultra-deep well high-power drilling pump group, capable of meeting various operational demands across multiple scenarios [4] Group 4: Refining Core Equipment - The exhibition highlighted domestic breakthroughs in core equipment, marking a shift from "catching up" to "leading" in major equipment technology [6] - Harbin Electric Group's high-efficiency electric motors achieved the new national standard for energy efficiency, showcasing advancements in energy-saving technologies [6] Group 5: Ethylene Production Equipment - Shenyang Blower Works Group presented the domestically produced ethylene three-machine set, which has surpassed imported models in certain performance metrics [8] - Hangzhou Steam Turbine Group displayed a turbine model for the world's largest single-line ethylene project, demonstrating top-tier performance [8] Group 6: Special Valves - Beijing Aerospace Petrochemical Technology Equipment Engineering Company developed a 60-inch large-diameter cracking gas valve, breaking decades of foreign monopoly in this field [9] - CNNC Suvalve Technology's high-temperature and high-pressure distribution valves have been successfully applied in several domestic refining facilities, marking a significant domestic achievement [9] Group 7: Intelligent Control Systems - Wolong Electric Drive Group's TDF105-2 synchronous generator has achieved international leading levels in capacity and efficiency, addressing industry challenges [11] - Hangzhou Haili Automation's HiaGuard MAX safety control system is the first fully domestically produced dual-safety integrated system, enhancing industrial safety [11][13]

Core Insights - The 2025 Zhongkong Technology global product launch and industrial AI innovation conference was successfully held in Hangzhou, introducing the TPT2 model, a revolutionary industrial AI tool tailored for process industries [1][2] - TPT2 is based on industrial time-series data and features strong generalization and closed-loop application capabilities, marking a significant advancement in industrial AI [1][3] Group 1: TPT2 Model Features - TPT2's core value lies in three aspects: intensive empowerment, expert-level interaction, and full-link closed-loop capabilities [1] - It utilizes the SCOPES capability matrix to disrupt the traditional "one scenario, one model" development approach, enabling root cause identification and precise predictions through conversational interaction [1][3] - The model supports a full process loop of "perception-recognition-decision-execution," overcoming technical bottlenecks in less human and unmanned production [1][3] Group 2: Industry Impact and Collaboration - Zhongkong's founder, Chu Jian, emphasized that TPT2 is not merely a generic model but is deeply integrated with industrial scenarios to address key issues such as safety, quality, cost, efficiency, and low carbon [2] - The establishment of the "Industrial AI Data Alliance" was announced, involving over 130 industry leaders to promote data sharing, value co-creation, and ecological construction [2] - The alliance aims to facilitate standardized governance of industrial data and cross-scenario circulation, enhancing the pre-training and application of industrial large models [2] Group 3: Performance and Future Outlook - TPT2 has demonstrated a prediction accuracy of 99.79% in a project with PetroChina, generating an annual net profit exceeding 3.15 million yuan per furnace [3] - The company maintains a stable R&D expense ratio of over 10%, with a projected R&D investment of 978 million yuan in 2024, reflecting a year-on-year increase of 7.7% [3] - TPT2 is expected to tap into a market space exceeding 10 billion yuan in the process industry, driving the evolution of industrial software towards open collaboration [3]

Core Viewpoint - Zhongkong Technology Co., Ltd. officially launched the TPT2 time-series pre-trained transformer model, which focuses on the deep integration of process industry and artificial intelligence, marking a significant step towards large-scale application and implementation in the market [1][2]. Group 1: Product Launch and Market Response - TPT2 has received strong market recognition with 518 pre-ordering companies and 112 units sold as of August 28, alongside 3,268 online registered users, indicating a positive reception from customers [1]. - The model is designed specifically for the process industry, utilizing unique time-series data algorithms to achieve closed-loop applications across various production scenarios, enhancing production safety, product quality, and energy efficiency [2]. Group 2: Industry Position and Strategic Initiatives - Zhongkong Technology is leveraging its extensive customer base of over 30,000 to accumulate industrial data, emphasizing the importance of implementation alongside data, algorithms, and computing power [2]. - The company has successfully implemented over 100 projects nationwide with TPT since last year, including significant projects with major state-owned enterprises like Sinopec and China Coal Group, which serve as benchmarks for AI integration in industrial manufacturing [3]. Group 3: Technological Advancements and Competitive Edge - TPT2 represents a core value upgrade through three dimensions: centralized empowerment, penetrating data value layers, and overcoming traditional development models, thus providing a solid technical foundation for automation and intelligent transformation in complex industrial environments [3]. - The model integrates multiple technological systems, evolving from traditional tools to intelligent agents capable of proactive anomaly detection, risk assessment, and autonomous decision-making [3]. Group 4: Financial Performance and R&D Investment - Zhongkong Technology maintains a high R&D investment rate of over 10% for several years, supporting product innovation and industry leadership, while also optimizing management to enhance operational efficiency [4]. - The company's overall expense ratio has decreased, with management expenses around 5% and sales expenses around 9%, positioning it favorably within the industry [4].