BOOMY(688290)
Search documents
景业智能:预计2025年全年净亏损2750万元左右
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-16 09:49
21智讯1月16日电,景业智能发布年度业绩预告,预计2025年全年归属于上市公司股东的净利润 为-2,750万元左右;预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为-4,400万元左 右。变动原因:(一)报告期内,受各业务领域验收项目减少以及市场竞争加剧影响,公司营业收入和 毛利率同比下降。同时,公司持续加大研发投入,研发费用增加,对当期净利润产生较大影响。(二) 报告期内,核工业领域特定项目因产品暂定价与最终审定价格存在价差,公司依据审定结果相应调减当 期营业收入,对当期经营业绩产生较大影响。 ...
最可控核聚变技术跃进,多只概念股研发强度高
Xin Lang Cai Jing· 2026-01-07 23:51
Group 1 - The concept of controlled nuclear fusion has gained momentum, with several stocks such as China Nuclear Engineering, Snowman Group, and others hitting the daily limit up, while stocks like Yingjie Electric and Zhongtai Co. have seen increases of over 6% [1][6] - The Chinese Academy of Sciences has announced a breakthrough in controlled nuclear fusion technology, confirming the existence of a density-free zone in the EAST experimental device, which provides important physical evidence for high-density operation of magnetic confinement fusion devices [1][6] - Controlled nuclear fusion is considered the ultimate solution for the energy revolution due to its abundant resources, environmental friendliness, and zero-carbon safety [1][6] Group 2 - The global fusion industry has experienced explosive growth, with total investment rising from $1.9 billion in 2021 to $9.7 billion, and an additional $2.6 billion expected in 2024 [2][7] - The global nuclear fusion market is projected to reach $496.55 billion by 2030 and exceed $1 trillion by 2050, driven by breakthroughs in high-temperature superconductors and artificial intelligence [2][7] - The focus of the controlled nuclear fusion industry is on technological engineering and commercial feasibility, with significant investment opportunities concentrated in the upstream sector [2][7] Group 3 - There are 59 stocks in the A-share market related to controlled nuclear fusion, with 22 companies reporting R&D expenses exceeding 5% of their revenue for the first three quarters of 2025 [3][8] - Companies like Changguang Huaxin and Aikesaibo have high R&D intensity, with R&D expenses as a percentage of revenue exceeding 20% [3][8] - Among the 22 companies, 16 reported year-on-year growth in R&D expenses, with notable increases from Juguang Technology (87.76%), Jingye Intelligent (64.87%), and Aikesaibo (42.62%) [3][8]
机器人概念股低开高走,锋龙股份5连板
Mei Ri Jing Ji Xin Wen· 2025-12-30 01:57
每经AI快讯,12月30日,机器人概念股低开高走,锋龙股份5连板,五洲新春直线涨停,龙洲股份、步 科股份、昊志机电、景业智能等跟涨。 (文章来源:每日经济新闻) ...
杭州景业智能科技股份有限公司关于设立控股子公司暨关联交易、开展新业务的公告
Shang Hai Zheng Quan Bao· 2025-12-29 20:59
Core Viewpoint - The company plans to establish a holding subsidiary, Hangzhou Jinghan Energy Technology Co., Ltd., focusing on advanced nuclear energy systems and key equipment development, with a registered capital of RMB 50 million [2][3]. Group 1: New Business Overview - The new subsidiary will have a registered capital of RMB 50 million, with the company contributing RMB 17.5 million (35%) and other investors contributing the remainder [2][5]. - The main business of the new company will focus on research, design, and manufacturing of advanced nuclear energy systems and key equipment [3][5]. - The establishment of the new company has been approved by various board meetings and does not constitute a major asset restructuring as per regulations [3][6]. Group 2: Industry Context - The global market for small modular reactors (SMR) is entering a commercial demonstration phase, with significant growth potential, projected to exceed several hundred billion USD in the next decade [13][14]. - China is a leading country in the development and demonstration of SMR and micro-reactor technologies, with significant advantages in engineering practices and market application potential [14]. Group 3: Management and Operational Structure - The company will directly hold 35% of the new subsidiary's shares and indirectly control 51% through its wholly-owned subsidiary [15]. - The new company will establish a governance structure and management system in line with the parent company's standards, ensuring compliance and effective risk management [16][24]. Group 4: Financial and Operational Impact - The new business is a strategic move for the company, leveraging its existing capabilities in the nuclear industry to expand into advanced nuclear systems [27]. - Initial investments will be made using the company's own funds, with expectations of potential short-term losses as the new business develops [28][29].
贵州茅台控股股东完成30亿元增持;*ST熊猫涉嫌信披违规被证监会立案丨公告精选
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-29 14:18
Key Points - Guizhou Moutai's controlling shareholder, Moutai Group, has completed a share buyback plan, acquiring 2,071,359 shares for a total of 3 billion yuan, increasing its stake to 56.63% of the total share capital [1] - Juneyao Airlines plans to purchase 25 Airbus A320 series aircraft for a total of 4.1 billion USD, with deliveries scheduled between 2028 and 2032 [1] - ST Panda is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [1] - Huali Co. has terminated its plan to acquire a 51% stake in Zhongke Huilian due to a lack of consensus on key transaction terms [1][2] - China Duty Free Group's subsidiary has signed a contract for a duty-free project at Beijing Capital International Airport, covering an area of 10,646.74 m², with a guaranteed operating fee of 480.27 million yuan in the first year [3] - Haisheng Pharmaceutical's invested company has initiated Phase II clinical trials for NWRD06, a novel RNA drug targeting GPC3 for liver cancer, marking a significant milestone in cancer treatment [3] - WISCO Development is planning to acquire stakes in WISCO Mining and Luzhong Mining through asset swaps and cash payments, leading to a temporary suspension of its stock [4] - Yonghui Supermarket intends to publicly sell a 28.095% stake in its subsidiary Yonghui Cloud Gold Technology [5] - Shanxi Expressway plans to acquire a 15% stake in Shanxi Transportation Industry Development Group for 74.8 million yuan [5] - China Energy Construction's subsidiary has won a 6.864 billion yuan ecological comprehensive governance project [5]
上纬新材具身智能机器人未实现量产 宏微科技与国内传动领域头部公司签署战略合作协议
Xin Lang Cai Jing· 2025-12-29 13:11
Group 1 - Nanchip Technology plans to sign a technical development authorization agreement with a related party to develop adaptive IP and obtain permanent licensing [4][5] - Guoxin Technology has laid out plans for smart driving MCU chips and is developing a high-performance AI chip with a pre-computing power of over 10,000 DMIPS, which is three times that of its previous model [5][6] - Jingye Intelligent plans to establish a holding subsidiary focused on advanced nuclear energy systems, with a registered capital of 50 million yuan, aiming to leverage its existing technology and management advantages in the nuclear industry [6] Group 2 - Shanghai's municipal government is promoting the use of digital technology in service consumption, including support for AR, VR, and AI applications, to create immersive and sustainable service consumption scenarios [2] - The People's Bank of China has introduced an action plan for digital RMB, which will officially launch on January 1, 2026, with significant transaction volumes already processed [1] - Lingxin Qiaoshou has completed an A++ round of financing, planning to deliver 50,000 to 100,000 dexterous hands by 2026 [7]
景业智能拟设立控股子公司 开展先进核能系统及其关键设备新业务
智通财经网· 2025-12-29 11:44
Core Viewpoint - The company, Jingye Intelligent (688290.SH), plans to establish a holding subsidiary named Hangzhou Jinghan Energy Technology Co., Ltd. with a registered capital of 50 million yuan [1] Group 1: Investment Structure - The company will contribute 17.5 million yuan, accounting for 35% of the new subsidiary's capital [1] - Yang Xingtuan will invest 11.35 million yuan, representing 22.7% [1] - Hangzhou Jingrun's investment partnership will contribute 8 million yuan, making up 16% [1] - Lai Jianliang will invest 7.5 million yuan, which is 15% [1] - Hangzhou Hagon's investment partnership will contribute 5 million yuan, accounting for 10% [1] - Wanli will invest 650,000 yuan, representing 1.3% [1] Group 2: Business Focus - The new company will focus on the research, design, and manufacturing of advanced nuclear energy systems and their key equipment [1] Group 3: Key Personnel - Yang Xingtuan, the technical leader of the team, is a PhD from Tsinghua University and has extensive experience in nuclear science and engineering [1] - He has previously served as the deputy director of the Tsinghua University Institute of Nuclear Energy and New Energy Technology [1] - Yang is also the vice chairman of the National Committee on Reactor Thermal-Hydraulics [1]
景业智能(688290.SH)拟设立控股子公司 开展先进核能系统及其关键设备新业务
智通财经网· 2025-12-29 11:41
Core Viewpoint - Company plans to establish a subsidiary, Hangzhou Jinghan Energy Technology Co., Ltd., with a registered capital of 50 million yuan, focusing on advanced nuclear energy systems and key equipment development, design, and manufacturing [1] Group 1: Investment Structure - Company will contribute 17.5 million yuan, holding a 35% stake in the new subsidiary [1] - Yang Xingtuan will invest 11.35 million yuan for a 22.7% stake [1] - Hangzhou Jingrun's investment partnership will contribute 8 million yuan, representing a 16% stake [1] - Lai Jianliang will invest 7.5 million yuan for a 15% stake [1] - Hangzhou Hagon's investment partnership will contribute 5 million yuan, holding a 10% stake [1] - Wanli will invest 650,000 yuan, representing a 1.3% stake [1] Group 2: Key Personnel - Yang Xingtuan, the technical leader of the team, is a Tsinghua University PhD with extensive experience in nuclear science and engineering [1] - He has previously served as the deputy director of the Tsinghua University Institute of Nuclear Energy and New Energy Technology [1] - Yang is also the vice chairman of the National Reactor Thermal Hydraulics Professional Committee [1] Group 3: Company Background - Lai Jianliang, one of the investors, is the chairman and actual controller of the company [1] - Hangzhou Jingrun's investment partnership is managed by Zhike Technology, a wholly-owned subsidiary of the company [1]
景业智能拟开展SMR业务 提示风险称“短期内难以实现盈利”
Zheng Quan Shi Bao Wang· 2025-12-29 11:16
Core Viewpoint - Jingye Intelligent (688290) is advancing its Small Modular Reactor (SMR) business by establishing a holding subsidiary focused on the research, design, and manufacturing of advanced nuclear energy systems and key equipment [1][2]. Group 1: Company Developments - The newly established subsidiary is tentatively named Hangzhou Jinghan Energy Technology Co., Ltd. (referred to as "Jinghan Energy") and will be controlled 51% by Jingye Intelligent [1]. - Key personnel involved in this project include Jingye Intelligent's Chairman Lai Jianliang, Professor Yang Xingtuan from Tsinghua University, and Dr. Wan Li from Zhejiang University, all of whom have extensive experience in relevant fields [1]. - Jingye Intelligent aims to integrate Jinghan Energy into its consolidated financial statements, holding 35% directly and an additional 16% indirectly through a wholly-owned subsidiary [1]. Group 2: Industry Context - SMR has gained popularity this year due to the explosive growth in energy demand from global data centers, with advantages such as power adaptability and near-zero emissions [2]. - China is recognized as one of the leading countries in the research and demonstration of SMR and micro-reactor technologies, with the "Linglong No. 1" project being the first globally to pass the International Atomic Energy Agency's safety review and is expected to commence commercial operations by 2026 [2]. - Jingye Intelligent has identified nuclear fusion and SMR as key strategic directions for its development, actively collaborating with nuclear industry clients and institutions like Zhejiang University to establish joint research centers and laboratories [2]. Group 3: Technical and Market Considerations - Jingye Intelligent has developed a complete product system in the nuclear industrial intelligent equipment and special robotics sector, which supports the R&D and manufacturing of SMR-related equipment [3]. - The company has accumulated trust and resources from serving leading clients in the nuclear industry, which will facilitate market alignment and project collaboration for the new SMR business [3]. - Jinghan Energy is currently in a critical phase of assembling its technical team and developing core technologies, facing high technical challenges across all stages of design, manufacturing, system integration, and safety verification [3].
景业智能(688290.SH):拟设立控股子公司开展新业务聚焦于先进核能系统及其关键设备的研发、设计及制造
Ge Long Hui A P P· 2025-12-29 10:32
Core Viewpoint - The company, Jingye Intelligent (688290.SH), plans to establish a holding subsidiary to engage in new business focused on advanced nuclear energy systems and their key equipment development, design, and manufacturing [1] Group 1: Investment Details - The registered capital for the new subsidiary is set at RMB 50 million [1] - The company will contribute RMB 17.5 million, accounting for 35% of the registered capital [1] - Other investors include Yang Xingtuan with RMB 11.35 million (22.7%), Hangzhou Jingrun with RMB 8 million (16%), Lai Jianliang with RMB 7.5 million (15%), Hangzhou Hegong with RMB 5 million (10%), and Wan Li with RMB 650,000 (1.3%) [1]