斯凯孚全球汽车事业部总裁Kerstin等公司高层在本次车展新闻发布会上表示，参见此次车展不仅是斯凯 孚聚焦新能源赛道的里程碑，更是对行业"高效、低碳、智能"需求的深度回应。斯凯孚方面在接受中国 证券报记者采访时强调，在出海已经成为中国车企大势所趋的背景下，斯凯孚能够在大部分海外地区为 中国车企提供足够的本地支持，以及在部分车企出海过程中提供一些前期的帮助。 中证报中证网讯（记者 王辉）4月23日，以"拥抱创新 共赢未来"为主题的2025上海车展开幕。国际知名 汽车零部件供应商斯凯孚（SKF）携创新产品矩阵亮相本届车展，并启动了新能源技术战略全景图。 作为拥有超百年历史的全球轴承技术领导者，斯凯孚相关负责人表示，公司早在1912年就通过代理商进 入了中国市场。当前，斯凯孚秉承"植根中国、技术引领"的发展理念，扎根中国已有110多年，在生产 制造、技术研发、客户服务以及供应链等方面均进行了端到端、全价值链的本地化投资和布局。斯凯孚 不仅将中国视为重要的业务市场，更是重要的创新中心。2025年4月，斯凯孚汽车亚太总部项目已落地 上海市嘉定区。 针对新能源汽车领域的相关需求，斯凯孚方面在接受记者采访时表示，相关技术和 ...

Core Viewpoint - Xiaxia Precision has reported a revenue of 666 million yuan for 2024, marking a 26.09% increase year-on-year, while focusing on the long-term potential of the humanoid robot industry as a core growth direction [1][2]. Financial Performance - The company achieved a net profit attributable to shareholders of 62.08 million yuan, a decrease of 13.47% compared to the previous year, and a deductive net profit of 55.04 million yuan, down 8.52% year-on-year [2]. - Research and development expenses reached 41.53 million yuan, an increase of 26.40% year-on-year, accounting for over 6% of total revenue [2]. Product and Market Strategy - The sales of automotive gears now account for over 50% of the company's revenue, indicating a strong focus on this segment [1]. - The company is enhancing its product structure and optimizing its supply chain to mitigate the impact of declining profit margins in the automotive gear sector [2]. Technological Development - The company is investing in the development of precision small gears and reducers for humanoid robots, leveraging existing technologies from the automotive sector [3]. - The company plans to acquire land for a project aimed at developing core components for intelligent transmission systems, with a total investment of up to 1 billion yuan [3]. Future Outlook - The company aims to deepen its focus on core business areas and enhance competitiveness in response to the growing demand for gears and reducers in the robotics industry [4]. - With the commercialization of humanoid robots by companies like Tesla, the demand for precision gears and core components is expected to experience explosive growth [3].

Core Insights - The company, Hite High-tech, reported a revenue of 1.319 billion yuan for 2024, marking a year-on-year increase of 25.26% [1] - The net profit attributable to shareholders reached 70.8825 million yuan, up 51.34% year-on-year, while the non-recurring net profit surged by 304.26% to 41.3666 million yuan [1] - The net cash flow from operating activities was 407 million yuan, reflecting a growth of 20.44% compared to the previous year [1] Business Overview - Hite High-tech specializes in high-end core equipment development, aviation engineering technology and services, and high-performance integrated circuit design and manufacturing [2] - It is the first private company in China to engage in the research and development of aviation products and services, holding multiple licenses for various aviation services [2] - The company has developed capabilities in manufacturing advanced aviation products, including flight simulators and aircraft oxygen systems, positioning itself as a leading provider in the domestic aviation sector [2] Strategic Focus - In 2024, the company will continue its "three-in-one" strategy focusing on high-end core equipment, aviation engineering services, and integrated circuit manufacturing, aiming to enhance its core competitiveness [3] - The company plans to increase its overseas market penetration and invest in innovative R&D to boost its independent development capabilities [3] - Revenue from high-end core equipment development is expected to grow by 9.63% year-on-year, with ongoing product series development across various aviation components [3] Aviation Engineering Services - Revenue from aviation engineering services increased by 31.01% year-on-year, driven by the growth of China's civil aviation sector [4] - The company is enhancing its maintenance capabilities and deepening collaborations with OEMs to improve service quality and efficiency [4] - Hite High-tech's subsidiary, Huaxin Technology, has obtained IATF16949 certification, enabling its semiconductor products to enter the automotive market [4] Future Outlook - The company's strategic positioning aligns with national initiatives in aerospace, low-altitude economy, and artificial intelligence, presenting significant market opportunities [4] - By 2025, the company aims to deepen its development strategies and focus on new productivity in aviation products and services, enhancing operational efficiency for sustainable growth [4]

Core Viewpoint - The company, Zhuoran Co., reported a decline in revenue and net profit for the fiscal year 2024, while emphasizing its commitment to innovation and strategic growth despite the challenges faced in the petrochemical industry [1][2]. Financial Performance - The company's total revenue for 2024 reached 2.838 billion yuan, a year-on-year decrease of 4.07% - The net profit attributable to shareholders was 95 million yuan, down 38.46% compared to the previous year - Total assets increased to 8.709 billion yuan, reflecting a growth of 13.86% from 2023 - Operating cash flow turned positive at 236 million yuan [1]. R&D and Innovation - Zhuoran Co. invested 113 million yuan in R&D for 2024, marking a 21.52% increase from the previous year - The proportion of R&D investment relative to revenue rose by 0.84 percentage points to 3.99% - The company holds a total of 290 intellectual property rights, including 52 invention patents and 202 utility model patents, with 18 new invention patents granted in 2024 [2][3]. Business Model Transformation - The company has transitioned from traditional manufacturing to modular intelligent manufacturing, enhancing production efficiency through parallel processing of different modules - A comprehensive quality control system has been established, supported by smart manufacturing equipment and certifications such as ISO9001, ISO14001, and OHSAS18001 [3]. Market Strategy and Expansion - The global petrochemical equipment market is projected to reach 235 billion USD by 2025, with a compound annual growth rate of 4.8% - Zhuoran Co. aims to capitalize on this growth, focusing on deepening its domestic presence while expanding globally, currently covering 27 provinces in China and 16 countries overseas - The company has established long-term partnerships with major domestic energy firms and has been recognized as an excellent supplier by international engineering companies [4]. Digital Transformation - Zhuoran Co. is exploring digital transformation through collaborations, such as with Shanghai Puhua Technology Development Co., to create a full lifecycle project management platform - The implementation of a smart task management system and a big data-based project forecasting model has improved operational efficiency and decision-making quality [5].

中证报中证网讯(记者张鹏飞)4月22日晚间，先达股份（603086）发布2024年年度报告。报告显示，公 司全年实现营业收入24.19亿元，实现归母净利润为-2587.55万元，同比大幅减亏7822.72万元，减亏幅 度达73.57%。尽管农药行业面临价格低迷与需求疲软的双重压力，公司通过创新驱动与国内外市场协 同发展，经营业绩显著改善。公司同步披露的一季报显示，2025年一季度公司实现扭亏为盈，净利润达 2169.3万元。 创新创制成核心引擎多款产品产业化提速 海外市场方面，公司烯草酮制剂出口量同比激增88%，核心产品在巴西、美国、阿根廷等市场完成登 记，2,4-滴丁酸、氟吡酰草胺等独家产品海外订单逐步放量。创制化合物吡唑喹草酯、苯丙草酮在东南 亚、拉美等水稻主产区启动示范试验，药效反馈积极，为全球化布局奠定基础。 先达股份坚持创新驱动战略，聚焦高端除草剂领域，构建以喹草酮、吡唑喹草酯、苯丙草酮为核心的创 制化合物矩阵，形成差异化竞争力。 产能方面，新项目建设稳步推进，支撑公司长期发展。报告期内，辽宁基地一期至五期项目已成功投产 并实现产值，进一步巩固了公司在核心原药产能方面的优势。同时，公司新建"年产18 ...

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中证报中证网讯(王珞)4月22日，云中马（603130）公布2024年年报，报告期内实现营业收入26.2亿元， 同比增长12.6%；归母净利润为1.0亿元，同比下降16.0%；扣非归母净利润为8017万元，同比下降 16.9%；经营现金流净额为6805万元，同比增长120.2%。其中第四季度，公司营业收入为7.76亿元，同 比增长26.2%；归母净利润为3315万元，同比增长16.0%；扣非归母净利润为2125万元，同比下降 15.1%。 公司还发布了2024年年度权益分配预案：以总股本13751.42万股为基数，向全体股东每10股派发现金红 利人民币1.00元，合计派发现金红利人民币1375.14万元，不送红股，不进行资本公积转增股本。 云中马主营业务为革基布的研发、生产和销售。公司目前主要产品为针织革基布，产品主要销往人造革 合成革生产商，最终应用于鞋、箱包、家具、装饰材料等消费品。报告期内新增了6条功能性革基布生 产线，总生产线数量达到37条，年产量增至22万吨。 公司在科技创新方面不断发力，已获得86项实用新型专利和8项发明专利，增强了市场竞争力。除创新 研发了湿拉毛革基布生产工艺外，公司还自主研发了 ...

公司深度绑定全球头部客户，在节能与新能源汽车领域实现国际汽车品牌TOP10、自主品牌TOP5及造 车新势力TOP5全覆盖，并100%覆盖全球变频空调压缩机TOP5品牌。同时，公司积极布局新兴赛道， 向人形机器人、低空飞行器等前沿领域延伸，完成空心杯电机等核心部件的小批量供货，获评"人形机 器人领域最具价值材料类企业"。 分红方面，正海磁材高度重视强化股东回报，自2011年上市以来，公司已实施11次现金分红，累计分红 金额达11.13亿元，平均分红率45.45%。 中证报中证网讯(记者张鹏飞)正海磁材（300224）4月22日晚间披露2024年年报，报告期内，公司实现 营业收入55.39亿元，实现归属于上市公司股东的净利润9234.02万元。公司凭借技术优势与战略布局， 在高性能钕铁硼永磁材料领域实现销量连续七年增长。 报告期内，公司高性能钕铁硼永磁材料销量达20166吨，同比增长17.39%；钕铁硼永磁材料组件销量达 1.13亿件，同比增长2694.66%。其中，节能与新能源汽车市场出货量同比增长25%，累计搭载561万台 套新能源汽车电机；家电市场出货量同比增长28%，智能消费电子领域增速达100%，展现多 ...

捷成股份表示，近年来随着人工智能技术的升级迭代和大模型架构的应用，公司提出了"以资源型版权 业务为主体+以 AIGC、版权创新业务为两翼"的"一体两翼"的新发展战略。2024年度，在"做具有国际 创新技术的数字文化产业集团"的既定战略目标下，公司管理层积极落实上述"一体两翼"的战略布局。 聚焦主业 以"内容版权运营"为核心 2024年度，在新战略指引下，公司坚持以"内容版权运营"为战略核心，秉承"多轮次-多渠道-多场景-多 模式-多年限"的业务变现核心经营理念，集全司资源构建以"版权"为核心的产业链，业务聚焦新媒体版 权运营及发行。 中证报中证网讯（王珞）捷成股份（300182）4月22日发布业绩报告显示，2024年公司实现营收28.66亿 元，净利润2.38亿元。 AI智能创作引擎ChatPV是基于公司已有的私域视频创作素材以及公域网络两方获取影视版权、知识、 舆情与音视频等信息作为学习素材，通过多模态分析能力将素材纳入智能体工厂，运用大模型通用模型 对智能体工厂内素材进行深度学习、主题训练与能力管理，最终在ChatPV内实现AI影视拆条、AI影视 二创、AI短视频与微视频创作与AI广告新闻专题快编等应用功 ...

生态环境部信息中心大数据发展部室主任吴海东表示，钢铁行业是我国国民经济的支柱产业，是能源消 耗和碳排放的主要来源之一，也是实现"双碳"目标的主战场，其绿色转型对于实现全球可持续发展目标 具有关键意义。当前，新一轮科技革命和产业变革深入发展，科技创新成为国际战略博弈的主战场，为 全球产业发展带来了重大而深远的影响。"能源+AI"的深度融合，催生出一系列新产业（300832）、新 业态和新模式，给企业传统能源生产和消费模式带来突破性变革，正深刻重塑全球生产秩序和产业发展 格局。深度脱碳需要政府、企业、科研机构和社会各界共同努力，推动AI技术在能源和工业领域的广 泛应用，全方位全过程发展绿色生产力，加快推动传统产业高端化、智能化、绿色化发展。 河钢数字相关负责人表示，随着全国碳市场扩容至钢铁、水泥、电解铝三大行业，WesCarber的发布不 仅是一次产品升级，更标志着中国工业低碳转型从"单点突破"迈向"系统重构"。 中证报中证网讯(记者董添)4月22日，由河钢数字主办的以"AI赋能绿色、能碳加'数'前行"为主题 的"2025河钢数字绿色低碳新品发布会"在京召开。 会上，由世界钢铁协会、中国钢铁工业协会联合指导的"W ...