Quan Jing Wang
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海尔智慧家庭战略再获认可
Quan Jing Wang· 2025-12-08 10:31
对用户而言,依托Uhome大模型,海尔智慧家庭将用户从家务中解放,实现主动服务;同时,借助海尔 智家APP这个统一的交互入口,也能获得从购买、送装到保养、维修全流程的五星级服务。 如果说科技展是海尔智慧家庭战略的"成果展示台",那么"智慧家庭创新实验室"就是其后台技术系统的 重要支撑。该实验室通过"产—学—研"深度融合,致力于解决家居智能化过程中的核心痛点,如全周期 服务断层、设备互通难等。这不仅为海尔智慧家庭战略奠定了持续迭代的根基,更意味着海尔智慧家庭 正将多年积累的探索经验融入国家"好房子"建设标准体系,从源头参与未来人居范式的定义。 战略深层意义:对行业重构价值链,对用户重塑生活方式 从展览落地到实验室深耕,海尔智慧家庭战略布局其意义对行业与用户而言各有侧重却又高度统一。在 行业层面,海尔智慧家庭一方面,联合央企国企、科研机构等打破行业壁垒,构建开放生态;另一方 面,将实验室研发与场景实践结合,推动成熟经验转化为标准化产品。 刚刚过去的11月,海尔智慧家庭通过"一展一研"双重动作,再获认可。先是在"好房子科技展"通过63个 智慧场景让AI生活落地可感;11月28日再成立智慧家庭创新实验室,攻坚行业技术 ...
产能跃升・生态扩容:思林杰番禺基地投产引领工业测控新范式
Quan Jing Wang· 2025-12-08 09:38
Core Insights - The production launch of the embedded intelligent instrument module expansion project by Guangzhou Silin Jie Technology Co., Ltd. marks a significant leap in its R&D, production, and operational capabilities in the embedded intelligent instrument module sector, addressing market demand and enhancing technological strength [1][2] Capacity Enhancement - The new base in Panyu is equipped with a dust-free workshop, advanced laboratories, and an AI testing demonstration center, significantly improving product consistency and delivery efficiency while reserving ample capacity for future business expansion [2] - The company's core competitiveness stems from its self-developed "controller module + functional module" hardware architecture, which breaks the monopoly of imported equipment in the consumer electronics PCBA testing field, achieving a dominant position [2] - In the first three quarters of 2025, the company achieved total revenue of 180 million yuan, a year-on-year increase of 55.76%, with Q3 revenue reaching 76.99 million yuan, up 97.04% year-on-year, indicating a positive interaction between scaled production and market demand [3] Ecosystem Expansion - The new base serves as a hub for industry chain collaboration, strategic expansion, and global layout, enhancing the company's diversified development pattern [4] - The company has established deep cooperative relationships with leading global enterprises such as Quanta Computer and Foxconn, and has formed strategic partnerships with the Guangdong Product Quality Supervision and Inspection Research Institute to promote domestic applications of testing instruments [4] - The project is expected to drive the collaborative upgrade of upstream and downstream supporting enterprises, injecting strong momentum into the local economy [4] Business Field Expansion - The formal launch of the "14th Five-Year Plan" strategy marks a significant milestone, with low-altitude economy and artificial intelligence identified as core tracks [5] - The company plans to acquire 71% of Qingdao Keke Electronics for 1.314 billion yuan to leverage its technology in military control components, expanding into high-value markets such as military and aerospace [5] - The company aims to deepen its presence in the Asia-Pacific market while actively expanding into high-end markets in Europe and North America [5] Industry Empowerment - As a benchmark enterprise in the domestic industrial automation testing field, the company focuses on independent innovation and technological breakthroughs to drive industry transformation and promote the localization of high-end instrument equipment [6] - The company has maintained a high level of R&D investment, with R&D expenses accounting for 25.43%, 30.95%, and 26.57% of revenue from 2022 to 2024, respectively [6] - The company has accumulated 32 independent invention patents and a total of 244 various patents and software copyrights, establishing a solid technological barrier [6] Technological Innovation - The company's self-developed embedded intelligent instrument module has successfully broken the foreign monopoly in the high-end testing field, enhancing customer cooperation and business sustainability [7] - The company extends its core technology into emerging fields such as new energy, biomedical, and semiconductor testing, providing customized core module solutions through collaboration with customer R&D teams [7] - The company aims to leverage its Panyu base to deepen industry chain collaboration and emerging track layout, enhancing the reliability standards of military-grade products for civilian upgrades [7]
服务450个百千万工程项目,中国平安四向发力支持广东乡村振兴 “三村工程”调研活动走进潮州汕头
Quan Jing Wang· 2025-12-08 07:22
为积极响应广东省委省政府号召,助力"百县千镇万村高质量发展工程"和"绿美广东"全面落地,近日, 中国平安(601318)在潮州、汕头两地开展了以"金融守护产业强 科技赋能振兴路"为主题的三村工程 调研活动。活动中,平安集团董事长马明哲一行先后调研了潮州"红绿灯"道路安全风险减量项目、古茶 树救治保险、汕头蔬菜生产基地等项目。这是马明哲第五次去广东省内机构调研访谈,也是平安集团高 管层数十场在全国各地推动乡村振兴调研的一部分。 据悉,自广东省推动城乡区域协调发展、开展"百千万工程"以来,中国平安以自身的"三村工程"为支 点,围绕"金融支持、绿美广东、乡村治理、消费帮扶"四大重点方向,累计服务"百千万工程"项目超 450个,直接投入资金超6000万,向广东省普惠小微客户提供4亿元利率补贴,融资授信超135亿元支持 广东涉农、县域、基建等方面发展,累计减费让利金额超1亿元。 此外,平安还深化警保联动机制,通过乡间讲堂、案例解析、互动体验等方式,构建农村"交通安全+金 融反诈"风险教育双线守护体系。截至10月底,道路安全知识普及活动已覆盖国内多个区县的超500个村 庄、11万人次村民,切实守护人民群众出行平安。 支持 ...
亚钾国际产业园全面升级招商会圆满成功,新增投资10.88亿美元!
Quan Jing Wang· 2025-12-08 06:46
Core Insights - The core event is the "International Potash Industrial Park Comprehensive Upgrade Investment Promotion Conference" held in Shenzhen, China, marking the launch of the Laos "15th Five-Year Plan" and the introduction of the "Potash Industrial Park Decree" [1][4]. Investment and Economic Impact - The conference resulted in the signing of 16 industrial projects with an expected investment of $10.88 billion, projected to generate an annual output value of $18.28 billion [1]. - The projects include key sectors such as bromine chemical industry, chip-level metal materials, industrial silicon, potassium sulfate, and compound fertilizers, indicating a significant upgrade in the industrial ecosystem [1]. Strategic Partnerships - Strategic cooperation agreements were signed with Stanley Agricultural Group, Chengdu Yuntu Holdings, and Wenzhou Xifa Industrial Co., focusing on deep collaboration within the industrial chain [1]. Production Capacity Expansion - The successful commissioning of the main transportation system at the Xiaodongbu Mine and the trial operation of the third million-ton potash fertilizer project officially launched a new era of 3 million tons of potash fertilizer production capacity [2]. Value Chain Enhancement - The company aims to extend and enhance the industrial chain, driven by technology, to create a collaborative and symbiotic industrial ecosystem, thereby promoting value chain elevation [3]. Government Support and Policy Framework - The Lao government has established a competitive policy framework through the "Potash Industrial Park Decree," which includes special tax incentives and aims to create a strategic logistics hub [4]. - The government emphasizes the importance of potash as a key resource for industrial transformation and invites Chinese investors to participate in the development of the potash industrial park [4]. Regional Development Goals - The Governor of the Khammouane Province highlighted the role of the potash industrial park in generating revenue for the government and local development, aiming to transform the region into a modern industrial zone [5]. Collaborative Ecosystem - The increasing number and quality of enterprises in the potash industrial park are enhancing its collaborative ecosystem, allowing downstream companies to reduce raw material procurement costs and facilitating rapid project implementation [6]. - Financial institutions, including China Export & Credit Insurance Corporation, are actively supporting the industrial development through customized risk protection and financing solutions [6][7]. Long-term Vision - The company is committed to building a sustainable industrial ecosystem that integrates both potash and non-potash industries, aiming for long-term growth and value creation [7].
重磅文件推动低空经济发展新阶段 市场看好万丰奥威未来发展
Quan Jing Wang· 2025-12-08 06:45
与此同时,工信部等六部门联合印发的《关于增强消费品供需适配性进一步促进消费的实施方案》明确 提出"有序扩大低空旅游、航空运动、私人飞行、消费级无人机等低空消费供给",并支持建设航空飞行 营地,为产业从基础设施迈向大众消费市场提供了明确的政策牵引。管理体系与消费场景的同步推进, 正共同推动低空经济迈向规范与市场双轮驱动的新阶段。 近期,低空经济在完善顶层管理体系与拓展消费新供给方面取得重要进展。万丰奥威(002085) (002085.SZ)作为低空经济领域的领军企业,市场看好其未来发展。国元证券发布研报称,建议关注 万丰奥威低空领域整机制造业务。 近日,中央空管办制定出台《国家级和省、市级低空飞行综合监管服务平台功能要求(1.0版)》等信 息交互规范,通过统一接口、强化动态监管与数据共享,致力于构建全国一体化的低空管理系统,为产 业安全有序发展筑牢根基。国泰海通认为,中央空管办加强规范低空管理系统建设,1.5万亿低空经济 市场向"规模化落地"跨越。 中信建投(601066)研报认为,根据《通用航空装备创新应用实施方案(2024-2030年)》提出到2030 年形成万亿级市场规模。以2027年为节点,我国将致力 ...
把握出海机遇推进纵向深耕 西磁科技接受华安证券等机构调研
Quan Jing Wang· 2025-12-08 05:09
Core Insights - The company, Ximic Technology, is focusing on automating and smartizing its permanent and electromagnetic iron removal equipment to enhance competitiveness and reduce delivery times [1][4] - The lithium battery industry is experiencing significant growth, with the global market projected to increase from $13.9 billion in 2024 to $55.52 billion by 2032, reflecting a CAGR of 18.9% [3] - The battery recycling market is emerging as a lucrative opportunity, expected to grow from $5.41 billion in 2024 to $24.15 billion by 2032, with a CAGR of 20.60% [4] Company Strategy - Ximic Technology plans to expand its applications in the lithium battery sector, including battery manufacturing and recycling, leveraging its existing relationships with key overseas clients [1][3] - The company aims to enhance its product offerings by penetrating new technology fields such as solid-state batteries and sodium-ion batteries, thereby broadening its growth potential [2][4] - The company is committed to increasing the automation and intelligence of its production lines, which aligns with the needs of modern smart factories and unmanned workshops [4][5] Market Trends - The global push for green energy and the dual carbon goals are driving the lithium battery industry's growth, creating a favorable environment for companies like Ximic Technology [2][5] - The strategic direction of Ximic Technology aligns with national policies encouraging investment in green energy projects, particularly in the context of the Belt and Road Initiative [1][2]
并购金力股份:佛塑科技50.8亿锁定湿法隔膜龙头,抢占锂电新高地
Quan Jing Wang· 2025-12-08 04:38
佛塑科技12月1日公告:拟以50.8亿元总价收购金力股份全部股权,其中46.8亿元定向发行股份、4亿元 现金支付。标的公司专注湿法基膜及涂覆隔膜,2024年国内湿法隔膜市占率18%,排名行业第二,已建 及在建产线共46条,七成以上为2023年后投产的先进大宽幅设备,具备5μm及以下超薄高强度隔膜的稳 定量产能力,成本与性能领先。下游新能源车、储能需求高增,2025年上半年中国锂电池隔膜出货量 136亿平,同比增长49%,湿法隔膜112亿平,同比增长58%,占比超80%,行业价格止跌回稳。金力股 份2025年1—10月实现营业收入32.6亿元,净利润2.55亿元(未经审计),规模效应已现。GGII预计 2025—2027年中国湿法隔膜需求年复合增速约19%,2027年达295亿平,高端产能仍稀缺。交易完成 后,金力股份可借助上市平台拓宽融资渠道,降低财务费用;佛塑科技则快速切入新赛道,分享锂电产 业长周期红利,并通过资源整合进一步放大规模优势,巩固在高端隔膜市场的领先地位。 ...
掌阅科技漫剧“星芒计划”正式启动 短剧业务构建全链路生态
Quan Jing Wang· 2025-12-08 03:09
近日,掌阅科技正式发布漫剧"星芒计划",宣布开放10000+部优质小说IP合作,涵盖玄幻、历史、末 世、悬疑等与漫剧爆款品类高度契合的题材。该计划不仅提供海量IP资源,更有AI编导全程陪跑、成熟 团队助力发行,助力精品内容高效出圈。合作方在剧本、成品剧买断费用除保底外,可享受最高30%的 利润分成。 此前披露的三季报显示,掌阅科技未来将双线并进:一方面优化国内短剧业务,提升项目质量与盈利能 力;另一方面将漫剧与海外短剧作为突破重点——漫剧方面,依托IP优势与AI技术储备,提升网文IP向 漫剧的转化效率,在漫剧领域实现"IP+工具+运营"多维度领先;海外短剧方面,逐步加大海外本土剧比 重,提升付费转化运营效率,努力跻身短剧出海头部阵营。 值得注意的是,今年9月,掌阅科技完成品牌焕新,将公司使命升级为"让创作点亮美好时光",Slogan 同步更新为"悦享美好时光",标志着公司正式迈入"创作驱动多元内容生态"的新阶段。 伴随品牌升级,掌阅科技同步推进多元长链条布局,构建差异化内容生态。掌阅科技9月10日发布旗下 四大短剧厂牌——聚焦女性频道的"告白剧场"、深耕古装赛道的"千灯绘世"、专注玄幻武侠的"玄尊万 象"、主 ...
流感高发,“清肺行动”!昆药集团携手一心堂守护呼吸健康
Quan Jing Wang· 2025-12-08 02:24
12月5日,国家卫生健康委在新闻发布会上指出,全国已有17个省份流感活动处于高流行水平,门急诊 流感样病例患者中流感病毒检测阳性率达51%。作为影响呼吸健康的重要疾病,流感可引起发热、头 痛、肌痛等全身症状,严重时会沿呼吸道向下蔓延,直接引发肺炎。因此,在流感高发季节,保护肺 部、科学预防呼吸类疾病具有格外重要的意义。 基于这一迫切需求,昆药集团携手一心堂药业于河南共同发起以"清肺到位,肺力充沛"为主题的活 动"清肺行动",将专业知识转化为全民可参与的公益盛事,倡导公众关注呼吸系统健康,树立科学防治 的理念。 "清肺行动"的核心概念,源于昆药集团核心产品"昆中药清肺化痰丸"。作为昆药集团子公司昆中药的独 家产品,清肺化痰丸最早可追溯至宋代《太平惠民和剂局方》中的"三拗汤",后结合明代《韩氏医通》 的"三子养亲汤"和《医方考》的"清气化痰丸"升级改良而成,精选黄芩、桔梗、川贝母、苦杏仁等多味 道地药材,具有清肺、化痰、止咳的功效。清咸丰年间(1857年),清肺化痰丸便由昆中药起源店开始 广泛制售,素有"五劳七伤之妙药,止咳平喘之仙方"的美誉。 昆中药作为昆药集团旗下子公司,是获得吉尼斯世界纪录认证的"最古老制药 ...
欧菲光新获“摄像头模组”专利 引领光学行业创新发展
Quan Jing Wang· 2025-12-08 02:14
近期,从国家知识产权局获悉,欧菲光集团旗下子公司南昌欧菲光电技术有限公司自主研发的一项名 为"摄像头模组"的专利成功通过审批,获得"实用新型专利"授权,以硬核技术实力引领光学行业创新发 展。 另外,由于可变光圈位于第一镜体和第二镜体之间,当光线通过第二镜体进入第一镜体时,可变光圈能 够调节由第二镜体进入第一镜体的进光量,从而提高了摄像头模组的成像质量,并便于摄像头模组控制 景深及营造特殊的视觉效果。 公开资料显示,欧菲光一直以技术为导向、以创新为驱动,坚持"提前布局,全面布局"的专利布局理 念,推动公司长效发展。2025年上半年,研发投入达到7.58亿元,占营业收入比重为7.70%,布局领域 涉及智能手机、智能汽车和新领域等。截至2025年6月30日,欧菲光在全球已申请有效专利2128件(国 内1918件,海外210件),已获得授权专利1734 件 (国内1569件、海外165件)。 据悉,该"摄像头模组"实用新型专利可使摄像头模组集成可变光圈的同时,提高摄像头模组的结构紧凑 型,成像质量也一并提升。由于目前的电子产品均在追求小型化,给摄像头模组预留的空间较小,若直 接将可变光圈简单安装在摄像头模组上,会显著 ...