今年以来能科科技已经3次登上龙虎榜，最近一次登上龙虎榜为8月27日。 资料显示，能科科技股份有限公司位于北京市海淀区西北旺东路10号院5号楼互联网创新中心2层，成立 日期2006年12月26日，上市日期2016年10月21日，公司主营业务涉及聚焦国防军工、高科技电子与 5G、汽车及轨道交通、装备制造等四个行业,全面拓展新能源、消费品和基础设施等行业,提供云产品与 服务、软件系统与服务、数字孪生产线与服务等类型的数字化转型解决方案。主营业务收入构成为：云 产品与服务30.35%，工业工程及工业电气产品与服务30.24%，软件系统与服务20.90%，AI产品与服务 18.08%，其他(补充)0.43%。 能科科技所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：工业软件、数字孪生、新 型工业化、东数西算、人工智能等。 截至6月30日，能科科技股东户数2.60万，较上期减少13.21%；人均流通股9413股，较上期增加 15.23%。2025年1月-6月，能科科技实现营业收入7.38亿元，同比增长4.91%；归母净利润1.11亿元，同 比增长18.75%。 分红方面，能科科技A股上市后累计派现796 ...

Group 1 - The core viewpoint of the article highlights that Xin Yuan Fund has conducted research on a listed company, Nengke Technology, which is experiencing growth in AI product and service revenue due to favorable external conditions and internal strategic support [1] - Nengke Technology's gross margin has improved due to adjustments in business and product structure, with increased investment in high-margin sectors and a reduction in inefficient operations [1] - The company is focusing on developing AI terminal products for key industries and civilian scenarios, while also working on industrial software intelligent assistant products [1] Group 2 - Xin Yuan Fund was established in 2013 and currently manages a total asset scale of 213.558 billion yuan, ranking 35th out of 210 in the public fund industry [2] - The fund has a total of 165 public funds under management, ranking 46th out of 210, and employs 21 public fund managers, ranking 67th out of 210 [2] - The best-performing public fund product in the past year is the Xin Yuan Guozheng 2000 Index Enhanced A, which has seen a growth of 81.03% with a latest unit net value of 1.35 [2]

Group 1: Company Insights - Nengke Technology reported growth in AI product and service revenue due to favorable external conditions and internal strategies, with a focus on high-margin sectors and innovation in technology products [1] - Huatai Medical's gross profit margin for the first half of 2025 is 73.71%, an increase of 1 percentage point from 2024, driven by domestic raw material sourcing and production automation [2] - Dongxin Co. indicated continuous improvement in revenue and gross profit in Q3, with a recovery in market demand for SLC NAND Flash and a slight price increase for DDR3 products [3] Group 2: Market Trends - The manufacturing sector is experiencing a clear trend towards intelligent upgrades, supported by policies and the accumulation of quality customer resources [1] - The industry is expected to achieve double-digit growth in 2025, with Huatai Medical projecting over 20,000 three-dimensional surgeries and 4,500 PF surgeries for the year [2] - Demand for smart wearable devices is strong, with Dongxin focusing on TWS headphones and smart wristbands, while also advancing Wi-Fi 7 wireless communication chip development [3] Group 3: Financial Performance - Huatai Medical's net profit margin reached 35.03%, up 0.81 percentage points year-on-year, with a sales expense ratio of 17.24%, down 0.46 percentage points [2] - Dongxin's second-quarter performance was bolstered by strong contributions from SLC NAND products, benefiting from robust demand in the domestic operator bidding market [3]

Group 1: Yuanfei Pet - Yuanfei Pet achieved a revenue of 792 million yuan in the first half of 2025, representing a year-on-year growth of 45.52%, with all product lines showing growth, particularly in pet snacks and domestic revenue [1] - The net profit attributable to the parent company slightly increased by 0.37%, while the gross margin decreased by 0.93%, and sales expenses surged by 97.13% [1] - The company’s two factories in Cambodia are operating at near full capacity, with new production capacity expected to be launched next year [1] Group 2: Haier Biomedical - In terms of overseas revenue, Europe accounts for 40%, Africa 30%, Asia 20%, and the Americas 10%, with low-temperature storage market share below 10% [2] - Smart medication and blood technology each contribute 11% to revenue, while laboratory solutions account for 17%, with the former two being more profitable [2] - The company aims for a 15%-30% revenue growth through stock incentive plans and has seen a 38% increase in domestic large project funnels [2] Group 3: Proya - Proya's cash dividend plan for the first half of 2025 will account for nearly 40% of the net profit attributable to the parent company, with a commitment to sustainable dividends [3] - The company is planning a Hong Kong stock listing to support global development and enhance brand image and shareholder returns [3] - The gross margin increased to 73.38% in the first half of 2025, with sales expense ratio rising due to increased brand investment [3] Group 4: Nengke Technology - Nengke Technology reported growth in AI products and services revenue, supported by external environment and internal strategies, with a clear trend towards smart manufacturing upgrades [4] - The gross margin improved due to adjustments in business and product structure, focusing on high-margin sectors while reducing inefficient operations [4] - The company is in the early stages of vertical application fields, with significant R&D investments and a long development cycle, aiming to enhance market share through continuous innovation [4]

根据市场公开信息及8月28日披露的机构调研信息，知名私募呈瑞投资近期对5家上市公司进行了调研， 相关名单如下： 1）仙琚制药 （呈瑞投资参与公司电话会议） 仙琚制药2025年中报显示，公司主营收入18.69亿元，同比下降12.56%；归母净利润3.08亿元，同比下 降9.26%；扣非净利润2.67亿元，同比下降19.52%；其中2025年第二季度，公司单季度主营收入8.61亿 元，同比下降21.72%；单季度归母净利润1.64亿元，同比下降12.89%；单季度扣非净利润1.23亿元，同 比下降34.15%；负债率16.73%，投资收益-961.69万元，财务费用-488.5万元，毛利率63.16%。 调研纪要：珀莱雅2025年半年度分红方案现金分红总额占归母净利润的比例提升到接近40%，未来将保 持优秀、可持续的分红。公司筹划港股上市，旨在全球化发展，提供充足资金支持，提升品牌形象和知 名度，增强股东回报。董事会新增独立董事范明曦女士和职工代表董事，新聘任董事会秘书薛霞女士。 2025年上半年毛利率提升至73.38%，销售费用率增加因品牌投入加大。大单品策略取得显著成效，未 来将继续迭代和品类延展。彩棠品牌深 ...

Group 1 - The core viewpoint of the article highlights that Nengke Technology's AI products and services revenue growth is supported by both external environment and internal strategic initiatives, with a clear trend towards intelligent upgrades in the manufacturing industry [1] - The company has seen an increase in gross margin due to adjustments in business and product structure, focusing on high-margin sectors while reducing inefficient operations [1] - Nengke Technology is developing different types of terminal models for key industries and civilian scenarios, and is advancing industrial software intelligent assistant products [1] Group 2 - The company is in the early stages of vertical application fields, requiring significant R&D investment and having a long development and monetization cycle, which allows for long-term data technology accumulation [1] - Future plans include increasing R&D investment to maintain rapid iteration and enhance market share [1]

Group 1 - CITIC Prudential Fund recently conducted research on two listed companies: Jiuan Medical and Nengke Technology [1] - Jiuan Medical's new product for 2024 utilizes colloidal gold immunochromatography technology for qualitative detection of influenza A, B, and Covid viruses, and is now a common home virus screening tool in the US market [1] - Nengke Technology reported that revenue growth from AI products and services is supported by external environment and internal strategies, with a clear trend towards smart manufacturing upgrades [1] Group 2 - Nengke Technology's gross margin improvement is attributed to business and product structure adjustments, focusing on high-margin sectors while reducing inefficient operations [1] - The company is in the early stages of vertical application development, with significant R&D investment and a long development cycle, aiming to enhance market share through continuous innovation [1] - CITIC Prudential Fund has an asset management scale of 162.93 billion yuan, ranking 44th among 210 funds, with a recent top-performing fund showing a 96.13% growth over the past year [2]

Group 1: Nepco Mining Machinery (耐普矿机) - The company expects to achieve revenue of 413 million yuan in the first half of 2025, a year-on-year decrease of 34.04%, with net profit attributable to shareholders at 16.99 million yuan, down 79.86% year-on-year but up 100.34% quarter-on-quarter [1] - Overseas revenue proportion has increased to 54.88%, with performance pressure mainly due to the absence of EPC projects, increased depreciation of 45 million yuan, foreign exchange losses, and rising R&D expenses [1] - The company is focused on copper and gold mining investments, with five overseas bases planned, and future total production capacity expected to reach 3 billion yuan [1] Group 2: Zhenyu Technology (震裕科技) - The company reported that net profit growth outpaced revenue growth in the first half of 2025, benefiting from economies of scale and cost reduction [2] - Revenue from lithium battery structural components increased by over 40% year-on-year, with expectations for continued growth in the second half of the year [2] - The company is positioned as a hardware service provider for humanoid robots, with new products expected to launch in the second half of the year [2] Group 3: Nengke Technology (能科科技) - Revenue growth in AI products and services is supported by external environment and internal strategies, with a clear trend towards smart manufacturing upgrades [3] - The company has seen an increase in gross margin due to adjustments in business and product structure, focusing on high-margin sectors [3] - The company plans to increase R&D investment to maintain rapid iteration and enhance market share in the long term [3] Group 4: Haoyang Co., Ltd. (浩洋股份) - The company achieved revenue of approximately 522 million yuan in the first half of 2025, a year-on-year decrease of 21.99%, with net profit at 78 million yuan, down 61.69% year-on-year [4] - Following the acquisition of Danish SGM company assets, new products have been positively received in the market, with European demand remaining strong [4] - The company anticipates growth in overseas performance activities over the next two years, with expectations for the U.S. market to gradually recover [4]

Group 1 - The core viewpoint of the news highlights the positive growth in AI product and service revenue for Nengke Technology, driven by both external market conditions and internal strategic support [1] - The trend of intelligent upgrading in the manufacturing industry is clear, with continuous policy support aiding the accumulation of high-quality customer resources for the company [1] - The increase in gross margin is attributed to adjustments in business and product structure, with a focus on high-margin sectors and a reduction in inefficient operations [1] Group 2 - Nengke Technology is currently in the early stages of vertical application fields, with significant R&D investment and a long development and monetization cycle [1] - The company plans to increase R&D investment to maintain rapid iteration and enhance market share [1] - The AI terminal business focuses on key industries and civilian scenarios, developing various terminal vertical models and advancing intelligent industrial projects [1]

北京商报讯（记者 马换换 王蔓蕾）8月28日晚间，合合信息（688615）发布2025年半年度报告显示，公 司上半年实现归属净利润约为2.35亿元，同比增长6.63%。 财报显示，2025年上半年，合合信息实现营业收入约为8.43亿元，同比增长22.51%；对应实现归属净利 润约为2.35亿元，同比增长6.63%。 据了解，合合信息是一家领先的人工智能产品公司，主要为全球C端用户及多元行业B端客户提供AI产 品与服务。 ...