2026年1月6日，远东智慧能源股份有限公司（以下简称"远东股份"）发布关于子公司中标项目的提示性 公告。2025年12月份，该公司收到子公司中标/签约千万元以上合同订单，合计约为30.7亿元。 随着国内外新能源、新型电力系统及智能制造等领域需求集中释放，远东股份凭借其多元化的产品矩阵 与前瞻性的市场布局，正在收获新一轮发展红利。远东股份表示，公司为智能缆网、智能电池、智慧机 场龙头企业，上述合同订单将对公司未来经营业绩产生积极影响。 远东股份相关负责人向《证券日报》记者表示，公司大额订单的签订是行业需求放量、产品竞争力提 升、市场布局深化三重因素共振的结果。 加速市场拓展 远东股份成立于1985年，致力成为全球领先的智慧能源、智慧城市服务商。从核聚变实验装置到各地绿 色建筑，从电力能源到AI、算力、机器人，这家以"智能缆网、智能电池、智慧机场"三大业务为支柱的 企业，正在新兴产业与传统制造交叉领域加速拓展市场份额。 该公司订单结构正呈现多元化发展态势。 智能电网线缆业务在2025年12月份获得订单总额约7.06亿元，包括与国家电网及各地电网公司的合作。 同时，其他战略客户订单总额达23.63亿元，覆盖清洁能 ...

智能电池业务1-12月累计中标/签约千万元以上合同订单为34.56亿元，同比增长37.86%；12月中标/签约 千万元以上合同订单为9.11亿元，同比增长555.71%，环比增长65.24%。 智慧机场业务1-12月累计中标/签约千万元以上合同订单为26.67亿元，同比增长3.38%；12月中标/签约 千万元以上合同订单为4.29亿元，环比增长154.48%。 1月5日，远东股份（600869）发布公告称，2025年12月，公司收到子公司中标/签约千万元以上合同订 单合计为人民币30.69亿元，同比增长119.31%，环比增长28.81%。1-12月，公司收到子公司中标/签约千 万元以上合同订单合计为281.38亿元，同比增长14.42%，创历史新高。 智能缆网业务1-12月累计中标/签约千万元以上合同订单为220.15亿元，同比增长12.86%；12月中标/签 约千万元以上合同订单为17.29亿元，同比增长37.17%，环比增长3.99%。 ...

1月5日晚间，远东股份（600869）发布公告称，2025年12月，公司收到子公司中标/签约千万元以上合 同订单合计为人民币30.69亿元，同比增长119.31%，环比增长28.81%。1—12月，公司收到子公司中标/ 签约千万元以上合同订单合计为281.38亿元，同比增长14.42%，创历史新高。 智能缆网业务1—12月累计中标/签约千万元以上合同订单为220.15亿元，同比增长12.86%；12月中标/签 约千万元以上合同订单为17.29亿元，同比增长37.17%，环比增长3.99%；智能电池业务1—12月累计中 标/签约千万元以上合同订单为34.56亿元，同比增长37.86%；12月中标/签约千万元以上合同订单为9.11 亿元，同比增长555.71%，环比增长65.24%；智慧机场业务1—12月累计中标/签约千万元以上合同订单 为26.67亿元，同比增长3.38%；12月中标/签约千万元以上合同订单为4.29亿元，环比增长154.48%。(秦 声) ...

公司为智能缆网、智能电池、智慧机场龙头/领跑企业，上述合同订单将对公司未来经营业绩产生积极 影响，但不影响公司业务独立性。 格隆汇1月5日丨远东股份(600869.SH)公布，2025年12月份，公司收到子公司中标/签约千万元以上合同 订单合计为人民币30.69亿元。 ...

聚焦能源电力，一体两翼稳健发展，AI 有望实现突破公司聚焦于能源电力，逐步形成智能缆网、智能 电池、智慧机场一体两翼产业布局，从订单情况看各业务均表现向好趋势，新布局业务有望贡献成长新 动力。 1）25 年前三季度归母净利润1.68 亿元，同比扭亏为盈。 2）25 年1-10 月公司中标/签约千万元以上合同订单合计214.02 亿元，YOY+4.5%，创历史新高，智能缆 网、智能电池和智慧机场分别获超千万合同订单166.40/23.17/24.46 亿元，随着在手订单逐步交付，今 年业绩增速有望转正；3）AI 领域有望突破，目前已实现全球领先人工智能芯片公司高速铜缆、智驾数 据传输线、车载线、电源线及连接器等批量供货，并聚焦仿生歧管微通道与材料创新，推动下一代芯片 液冷板测试与量产筹备；同时已获得国内领先AI 算力芯片公司code。AI 产业快速发展有望带动公司相 关业务放量。 4）25 年前三季度，公司人工智能、算力和机器人新兴市场业务实现营收7.13 亿元，同比增长 139.52%。 公司坚持智能缆网、智能电池、智慧机场一体两翼产业布局，传统业务持续改善向好，AI 新业务有望 贡献业绩及估值弹性。预计25 ...

福州大学张久俊院士同样看好其前景。他表示，智能电池是能源革命与人工智能交叉的产物，凭借自诊 断、自修复等能力，将为交通、电力、航空航天等领域提供全新解决方案，推动电池产业向高端化、系 统化升级，为我国抢占全球储能竞争制高点带来战略机遇。 作为论坛承办方，北京理工大学（珠海）展现了其在领域内的前沿布局。该校先进能源材料与智能电池 创新中心，已在全固态电池、AI材料筛选等关键方向取得系列进展，并与多家高新技术企业协同推进 技术孵化。同期举办的研究生论坛，则着眼于未来，致力于为产业培养和储备跨学科创新的"智力活 水"。 南都讯 记者陈栋 当人工智能"闯入"新能源赛场，能源存储的未来正被重新定义。12月13日至14日，第 一届智能电池战略发展论坛暨大湾区AI驱动能源材料研究生论坛在珠海举行，国内外院士、产业领袖 与青年科研力量齐聚，共同探寻"AI+能源"的融合新路径，为粤港澳大湾区抢占下一代储能技术高地凝 聚智慧。 论坛落地珠海，绝非偶然，其背后是坚实的产业底盘与清晰的前瞻布局。 何为智能电池？北京理工大学（珠海）陈人杰教授指出，其不仅是具备高比能、高安全等性能的储能单 元，更是能"感知自身状态、理解外部环境并自主调 ...

Core Viewpoint - Nanjing Inks Intelligent Technology Co., Ltd. has completed a new round of financing amounting to nearly 200 million RMB, indicating strong confidence in the embodied intelligence sector and affirming its leading position in core components [1][3]. Group 1: Company Overview - Founded in September 2022, Inks is led by CEO Zhu Zonghuang, who has extensive experience in robotics and joint module development since 2018, positioning the company as an early innovator in the core components sector [4]. - The company focuses on the research and development of humanoid and quadruped robot joint modules, establishing a forward-looking layout in the embodied intelligence landscape [4]. Group 2: Financing and Growth - The recent 200 million RMB financing will strengthen Inks' core competitiveness, enabling heavy asset investment in core technology and capacity construction [6]. - Inks has completed two rounds of financing within six months, reflecting the capital market's confidence in the embodied intelligence track and the company's explosive potential [3]. Group 3: Market Performance - In 2024, Inks is expected to achieve a shipment volume of over 10,000 robot joint modules, with a tenfold increase anticipated by 2025, making it the first company in the industry to reach an annual shipment volume of 100,000 units [8]. - The company has received high recognition from over 90% of industry clients, with a leading position in the market share [9]. Group 4: Product Development - Inks has developed a standardized joint product matrix covering various technical solutions, meeting diverse joint needs for different robot sizes [9]. - The company plans to launch a new hollow wiring joint product in 2025, further establishing itself as a standard setter in the industry [9]. Group 5: Strategic Expansion - Inks is expanding its strategic landscape beyond core joint modules, aiming to build a complete, self-sufficient hardware ecosystem [12]. - The company has introduced a communication module and a smart battery, forming a comprehensive power system solution for humanoid robots [14]. Group 6: Industry Context - The intelligent robotics industry has seen significant growth, with over 451,700 companies as of December 2024, marking a 206.73% increase since 2020 [16]. - Inks is positioned as a key partner for leading enterprises in the industry, facilitating the transition from technology validation to large-scale commercialization [16]. Group 7: Future Plans - The recent financing will primarily be used for building million-unit production capacity and supply chain development, enhancing Inks' ability for large-scale delivery [17]. - The company aims to play a crucial role in the hardware innovation infrastructure, contributing to the evolution of the artificial intelligence and robotics industry [17].

远东强势登榜 25中国能源企业500 20 运东控股集团 远东股份 股票代码:600869 近日，由中国能源报与中国能源经济研究院联合发布了"中国能源企业500强" 榜单。 2024年，全球能源市场呈现供需宽松态势，原油、动力煤价格随市场供给过剩同步下滑，传统能源价格中枢持续下移。国内层面，鼓励民间投资政策密集 落地，能源领域市场准入进一步放宽，核电、储能、油气支线等重点领域对民企开放力度显著加大，市场活力持续释放。新能源产业面临结构性分化，部 分领域前期盲目扩张导致产能过剩，低价恶性竞争问题日益凸显。电力行业凭借需求端稳步增长与供给侧结构优化形成共振，实现稳健发展。传统能源领 域"增储上产"成效显著，能源安全保障能力持续提升，但受绿色转型加速和市场需求结构变化影响，转型压力进一步增大。 中国能源企业500强（以下简称"500强"）作为能源产业核心力量，是保障安全、推动转型、拉动增长的中坚力量。本报告基于2024年中国能源企业营业收 入等数据，聚焦其规模实力、资本格局、行业发展、区域分布等角度，为产业高质量发展提供参考。 2024年，全球能源市场呈现供需宽松态势，原油、动力煤价格随市场供给过剩同步下滑，传统能 ...

Core Viewpoint - Far East Smart Energy Co., Ltd. reported significant growth in contract orders for November 2025, with a total of 2.383 billion yuan, marking a year-on-year increase of 33.04% and a quarter-on-quarter increase of 124.38% [1] Group 1: Overall Performance - The company received contracts exceeding 10 million yuan totaling 2.383 billion yuan in November 2025, showing strong growth in all major business segments [1] - Year-on-year growth for the total contract orders was 33.04%, while quarter-on-quarter growth was 124.38% [1] Group 2: Business Segment Performance - In the smart cable network segment, contracts exceeding 10 million yuan amounted to 1.663 billion yuan, reflecting a year-on-year increase of 3.52% and a quarter-on-quarter increase of 93.44% [1] - In the smart battery segment, contracts exceeding 10 million yuan reached 552 million yuan, demonstrating a remarkable year-on-year increase of 975.06% and a quarter-on-quarter increase of 356.36% [1] - In the smart airport segment, contracts exceeding 10 million yuan totaled 168 million yuan, with a year-on-year increase of 26.13% and a quarter-on-quarter increase of 106.56% [1]

Core Viewpoint - The company is focusing on the integration of "electricity + computing power + AI" to drive sustainable growth in its three main business areas, supported by a robust industrial foundation in the power energy sector over the past 40 years [1][2]. Group 1: Business Performance - In the first half of 2025, the company achieved operating revenue of 12.976 billion yuan, a year-on-year increase of 14.38%, with the second quarter reaching 8.102 billion yuan, a quarter-on-quarter growth of 66.24% [1]. - The net profit attributable to shareholders in the first half of 2025 was 144 million yuan, up 210.60% year-on-year, with the second quarter contributing 98 million yuan, a quarter-on-quarter increase of 112.41% [1]. - The net cash flow from operating activities was 433 million yuan, reflecting a year-on-year growth of 220.68%, indicating strong operational cash generation [1]. Group 2: Market Expansion - The company is aggressively expanding into emerging markets in artificial intelligence, computing power, and robotics, with a significant revenue contribution of 487 million yuan in these sectors, representing a year-on-year increase of 204.61% and a quarter-on-quarter growth of 377.25% [2]. - The dual-dimensional layout of "power supply foundation + equipment empowerment" is being established through accelerated development in liquid cooling technology, high-speed connectors, and AI servers, among others [2]. Group 3: Client Engagement - The company has supported over 200 large data centers, including those for China Telecom and Alibaba Cloud, establishing a comprehensive support system [3]. - It has secured supplier codes from leading global AI chip companies, enabling bulk supply of power cables and vehicle-mounted cables, while continuously advancing the supply of high-speed copper cables and liquid cooling plates [3]. - The company aims to expand its market presence by connecting with more high-quality domestic and international clients as product iterations and demand grow [3]. Group 4: Profit Forecast - Revenue projections for the company are estimated to reach 29.538 billion yuan in 2025, 33.291 billion yuan in 2026, and 36.170 billion yuan in 2027, with year-on-year growth rates of 13%, 13%, and 9% respectively [4]. - The net profit attributable to shareholders is forecasted to be 291 million yuan in 2025, 529 million yuan in 2026, and 903 million yuan in 2027 [4]. - Based on comparable companies, the target price is set at 10.56 yuan, with an initial coverage rating of "buy" [4].