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宏润建设(002062) - 002062宏润建设投资者关系管理信息20250911

Group 1: Financial Performance - In the first half of the year, the company's new energy business achieved revenue of 597 million yuan, representing a year-on-year growth of 94.18% [2] - Revenue composition for the new energy business includes approximately 47 million yuan from the 80 MW photovoltaic grid-connected power station in Qinghai, about 230 million yuan from photovoltaic module production in Xuancheng, and around 320 million yuan from new energy EPC business [2] Group 2: Strategic Partnerships - The company has reached a strategic cooperation agreement with Shanghai Matrix Superintelligent System Co., Ltd., focusing on joint investment to establish a joint venture company for humanoid robot research, production, and commercialization [2][3] - Matrix Superintelligent has launched a humanoid robot at the Shanghai World Artificial Intelligence Conference, which has already secured orders [3] Group 3: Competitive Advantages - The company has a strong reputation in the infrastructure industry, with a solid financial status and ample capital reserves, which supports its investment in high-tech sectors like robotics [3] - Both companies possess complementary strengths, with the company having experience in industrial processing and Matrix Superintelligent having deep technical expertise in humanoid robotics [3] Group 4: Future Investments - The company plans to continue its investment in artificial intelligence and robotics, with a focus on the upstream and downstream industries related to robotics [5] - By the end of 2025, the company will enhance its collaboration with universities and high-tech enterprises, further expanding its innovation ecosystem [5]