{
  "generated_at": "2026-09-18T12:00:00+08:00",
  "updated_at": "2026-09-18T22:30:00+08:00",
  "timezone": "Asia/Shanghai",
  "ticker": "300840",
  "company": "青岛酷特智能股份有限公司",
  "title": "小时简报 · 2026-09-18 22:30",
  "summary": "【财务】2026H1 营收约3.49亿(+2.4%)、归母约0.27亿(+7%)、扣非承压；境外约1.74亿(+8.5%)；AI咨询改造约2259万（含国内安丘等）。\n【安丘】新增独立节点；合同主体/金额/进度空白。\n【越南】改造四步路径；2026-04媒体签约、06互动与半年报推进；复制约8厂；客户真名等空白。\n【组织】子公司并表节点；酷小匠11人AGI-OS/石金圆；源词彭松/PMTSoul港册；米庆洋与SFC排雷。\n【披露】apM收购已终止vs拟收购；韩方SEOK/SONG非酷特实控。\n【中标】工装制服为主，明细待补。旧专题页已下线，详见时间线节点。",
  "alerts": [
    {
      "level": "warn",
      "text": "信息差：apM 收购已终止，公开媒体仍有「拟收购」；韩方控制人勿与彭松混淆。"
    },
    {
      "level": "info",
      "text": "三线：跨国越南 / 县域安丘（独立节点）/ 时尚 apM（收购已终止）。AI 改造收入含国内，不宜全算越南。"
    },
    {
      "level": "warn",
      "text": "关键空白：美客户真名、越南合同金额与完工率、安丘合同主体与金额。"
    },
    {
      "level": "danger",
      "text": "股权：张琰约1715万股司法冻结；张蕴蓝减持部分执行；一致行动合计粗算约34.1%。"
    }
  ],
  "metrics": {
    "overseas_revenue_yi": 1.74,
    "overseas_yoy_pct": 8.5,
    "ai_consulting_revenue_wan": 2259,
    "vietnam_replica_plants_approx": 8,
    "zhangyan_freeze_wan_approx": 1715,
    "acting_in_concert_approx_pct": 34.1
  },
  "blanks": [
    "美国客户真名",
    "合同金额",
    "完工率"
  ],
  "links": [
    {
      "href": "/#/e/evt_h1_2026_finance",
      "label": "2026H1财务"
    },
    {
      "href": "/#/e/evt_anqiu_county",
      "label": "安丘县域"
    },
    {
      "href": "/#/e/evt_vietnam_overseas",
      "label": "越南海外"
    },
    {
      "href": "/#/e/evt_beijing_yuanc",
      "label": "源词/彭松"
    }
  ]
}