3/19-20日·2026虚拟电厂系列研讨会 王老师18911725159 文丨北极星储能网 除公司层面的主动布局外，林洋能源控股股东华虹电子也同步发布增持计划，拟自2026年2月9日起的12 个月内，以自有资金通过集中竞价交易方式增持公司股份，增持资金总额区间为5000万元至1亿元。 迎历史机遇，三大主业向好！ 上述一系列举措的推出，都是基于林洋能源对自身主营业务未来增长空间的高度认可与坚定看好。 当前，林洋能源深耕智能电网、新能源、储能三大核心领域，致力于打造全球一流的产品与运营服务 商。近期行业利好政策密集释放，也为林洋能源三大主营业务的发展注入新动能。 国家电网与南方电网官宣"十五五"期间将启动5万亿元总投资，加码新型电力系统建设，此举将为企业 拓展智能电网业务创造新的市场发展空间。与此同时，"114号文"明确的容量补偿电价机制，为储能行 业实现商业化、市场化运营筑牢基础，未来将有助于提升储能项目盈利水平。 而林洋能源也明确表示，将紧抓此次行业机遇，全面推动业务升级发展。尤其是继续聚焦主业，持续深 化经营管理，以扎实的经营业绩、稳健的发展态势，切实回馈广大投资者的信任与支持。 在智能电网领域，林洋能源 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601222 证券简称：林洋能源 公告编号：临2026-03 江苏林洋能源股份有限公司 第六届董事会第五次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 江苏林洋能源股份有限公司于2026年2月7日在江苏省启东市林洋路666号公司会议室，以现场结合通讯 表决方式召开第六届董事会第五次会议。本次会议通知于2026年2月2日以电话、电子邮件等方式送达全 体董事，于2026年2月6日发出增加议案的补充通知，并取得全体董事的认可按期召开会议。本次会议应 参加董事7人，实际参加7人，公司高级管理人员列席会议，会议由董事长尹彪先生召集和主持，会议的 通知和召开符合《公司法》、《公司章程》及《董事会议事规则》的有关规定。经与会董事认真审议并 表决，通过了以下决议： 一、审议并通过了《关于注销已回购股份的议案》 基于对公司未来持续稳定发展的信心和对公司长期价值的认可，为切实维护广大投资者利益，进一步增 强投资者信心，结合公司实际情况，公司拟将存放于回购专用证券账户中尚未 ...

Core Viewpoint - The company Keda Intelligent has submitted an application for a dual listing on the Hong Kong Stock Exchange, aiming to expand its international presence while focusing on its core businesses in digital energy and intelligent robotics, which are considered key sectors in current technological development [1]. Group 1: Business Overview - Keda Intelligent's digital energy business is its traditional strength and primary revenue source, providing smart power distribution products and solutions to state-owned grid companies and high-energy-consuming enterprises [1]. - The company's revenue figures for the first nine months of 2023, 2024, and 2025 are 3.025 billion, 2.687 billion, and 1.904 billion respectively, with a leading position in the FTU market and a second-place ranking in the integrated circuit breaker market [1]. - In the intelligent robotics sector, Keda Intelligent supplies industrial robots and inspection robots to grid companies and large industrial clients, with cumulative revenue from industrial robots ranking first in the country from 2020 to 2024 [1]. Group 2: Research and Development Trends - There is a noticeable decline in Keda Intelligent's R&D investment, contrasting sharply with the technology industry's expectations, as the R&D expense ratio decreased from 8.6% in 2023 to 6.8% in the first nine months of 2025, and absolute R&D expenses fell from 260 million to 129 million [1][2]. - The reduction in R&D spending may hinder the company's technological innovation capabilities, particularly in the competitive intelligent robotics market against rivals like Siasun and Estun [2]. Group 3: Business Performance and Challenges - The dual business model of Keda Intelligent is unbalanced, with the digital energy segment's revenue share increasing from 66.1% in 2023 to 78.7% in the first nine months of 2025, while the intelligent robotics segment's share decreased from 33.9% to 23.3% [2]. - Revenue from the intelligent robotics business dropped from 1.024 billion in 2023 to 444 million in the first nine months of 2025, with a significant year-on-year decline of 42.8% expected in 2024 [2][3]. - The decline in the robotics business is attributed to a slowdown in the domestic industrial robot sector and the sale of subsidiaries related to robotics, which has resulted in nearly 2.3 billion in cumulative losses by September 30, 2025 [3]. Group 4: Future Outlook - Keda Intelligent is undergoing a restructuring process through a series of divestitures of non-core or underperforming subsidiaries, which has led to operational challenges [3]. - The upcoming Hong Kong listing may provide access to international capital and broader market opportunities, but the company must demonstrate its ability to establish sustainable core technological advantages beyond benefiting from policy incentives [3].