证券日报网讯 12月15日晚间，骏创科技发布公告称，公司第四届董事会第十六次会议审议通过《关于 公司的议案》等多项议案。 （文章来源：证券日报） ...

证券日报网讯12月15日晚间，骏创科技发布公告称，公司将于2025年12月31日14：00召开2025年第二次 临时股东会。 ...

Group 1 - The Beizheng 50 Index has dropped over 3% [1] - Among the constituent stocks, Jun Chuang Technology has fallen over 6% [1] - Yun Xingyu, Shuguang Shuchuang, and Tianma New Materials have all decreased by over 5% [1]

Investment Rating - The report indicates a strong rebound in the North Exchange, with a focus on the technology growth sector, particularly semiconductors and robotics, which are seen as core investment themes [4][9]. Core Insights - The North Exchange A-shares trading volume reached 20.69 billion yuan on September 24, a decrease of 3.72 billion yuan from the previous trading day, while the North Exchange 50 Index closed at 1578.92, up 2.03% [2][9]. - The North Exchange specialized and innovative index closed at 2762.51, increasing by 2.66% [2][9]. - Among the 276 companies listed on the North Exchange, 236 saw their stock prices rise, 2 remained flat, and 38 experienced declines [2][16]. Summary by Sections Market Review - On September 24, the North Exchange A-shares trading volume was 20.69 billion yuan, down from the previous day by 3.72 billion yuan [2][9]. - The North Exchange 50 Index increased by 2.03%, with a PE_TTM of 74.04 [2][9]. - The specialized and innovative index rose by 2.66% [2][9]. - The top five gainers included Henghe Co. (30.0%), Meizhigao (10.6%), Kaide Quartz (9.9%), Tiangang Co. (8.9%), and Yuanhang Precision (8.3%) [2][16]. - The top five decliners were Anhui Phoenix (-4.4%), Hongzhi Technology (-3.6%), Rongyi Precision (-3.0%), Wantong Hydraulic (-2.9%), and Tianma New Materials (-2.7%) [2][16]. Important News - Eight departments issued guidelines to promote digital consumption, proposing 14 tasks across four areas to enhance the digital consumption ecosystem [3][19]. - The "Vehicle-Road-Cloud Integration" pilot city construction is accelerating, with various cities, including Beijing and Haikou, advancing related projects [3][20]. Key Company Announcements - Kexin New Materials announced the acquisition of a utility model patent for a fixed device for transporting new energy crucibles [3][21]. - Xici Technology plans to invest up to 160 million yuan of idle funds in safe financial products [3][21].

Core Viewpoint - The article emphasizes the emergence of a new paradigm in China's economy, termed the "new new three samples," which includes robotics, artificial intelligence (AI), and innovative pharmaceuticals, as key drivers for high-quality economic development and a shift from traditional growth models to technology-led advancements [1][4][29]. Robotics Sector - The robotics sector has seen significant market capitalization growth, with companies like Huichuan Technology exceeding 200 billion yuan and several stocks doubling in price within the year [2][13]. - The market for industrial robots in China is projected to reach 302,000 units in 2024, maintaining its position as the largest industrial robot market globally [30]. - Key challenges include reliance on imported high-end servo motors and precision components, which need to be addressed to enhance domestic capabilities [33]. Artificial Intelligence Sector - The AI sector is characterized by a large number of high-value companies, with six firms exceeding a market cap of 100 billion yuan, including Cambricon and Hikvision [19]. - The demand for AI capabilities has surged, particularly in large model applications, leading to significant revenue growth for companies like Industrial Fulian and Cambricon, with year-on-year increases of 35.58% and 4347.82%, respectively [20]. - The sector is supported by national policies aimed at integrating AI into various industries, with a comprehensive action plan released to enhance AI's role in economic development [22]. Innovative Pharmaceuticals Sector - The innovative pharmaceuticals sector is represented by major players like Heng Rui Medicine, which is nearing a market cap of 500 billion yuan, and BeiGene, which recently achieved profitability [24][28]. - Recent policy measures have been introduced to support the development of innovative drugs, including streamlined approval processes and enhanced reimbursement mechanisms [27]. - The sector is witnessing a shift from loss-making to profitability, with companies like BeiGene demonstrating the commercial viability of innovative drug models [28]. Strategic Importance - The "new new three samples" signify a transition from scale-driven manufacturing to technology-driven innovation, crucial for enhancing China's global competitiveness and economic resilience [7][9][31]. - The collaboration among robotics, AI, and innovative pharmaceuticals creates a synergistic effect that strengthens overall productivity and fosters new business models [8][31]. - Addressing the "bottleneck" issues in these sectors is essential for sustaining growth and achieving leadership in global technology competition [32][33]. Policy Recommendations - To enhance competitiveness, policies should focus on data openness, regulatory reforms, and infrastructure development to support AI and innovative pharmaceuticals [35][38]. - Establishing a robust talent pipeline and fostering interdisciplinary education will be critical for sustaining innovation in these sectors [37][38]. - Encouraging public-private partnerships and international collaboration will further strengthen China's position in the global market [39].

1 中信建投证券股份有限公司 关于苏州骏创汽车科技股份有限公司 2025 年上半年度持续督导跟踪报告 根据《证券发行上市保荐业务管理办法》《北京证券交易所股票上市规则》 （以下简称"《上市规则》"）等有关法律法规、规范性文件等的规定，中信建投 证券股份有限公司（以下简称"保荐机构"）作为苏州骏创汽车科技股份有限公司 （以下简称"骏创科技"或"公司"）的保荐机构，负责骏创科技的持续督导工作， 并出具 2025 年上半年度持续督导跟踪报告。 | 项目 | 工作内容 | | --- | --- | | 1、公司信息披露审阅情况 | 保荐机构及时审阅了公司信息披露文件。 | | 2、督导公司建立健全并有效 | 保荐机构督导公司建立健全规则制度，本督导期内，公司有 | | 执行规则制度的情况 | 效执行了现行规则制度。 | | 3、募集资金使用监督情况 | 公司前次募集资金已于 2023 年使用完毕，募集资金专户已全 | | | 部注销。 | | 4、督导公司规范运作情况 | 保荐机构通过日常沟通、现场核查、查阅资料等方式，督促 | | | 公司规范运作；本持续督导内，公司在规范运作方面不存在 | | | 重大违规。 ...

证券代码：833533 证券简称：骏创科技 公告编号：2025-106 苏州骏创汽车科技股份有限公司 投资者关系活动记录表 □分析师会议 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2025 年 9 月 4 日 活动地点：全景网"投资者关系互动平台"（https://ir.p5w.net） 参会单位及人员：通过网络方式参加 2025 年半年度业绩说明会的投资者。 上市公司接待人员：1、董事长兼总经理：沈安居先生；2、财务总监兼董事 会秘书：陈显鲁先生；3、保荐代表人：林天先生。 三、 投资者关系活动主要内容 本次业绩说明会通过播放公司宣传视频、半年报解读视频等形式，对公司情 况及 2025 年半年度经营业绩情况进行了全面介绍。同时公司在业绩说明会上就 投资者关心的问题进行了回答，主要问题及回复情况如下： 1、公司营业收入下降，而公司成本、费用没有同步下 ...

Core Viewpoint - The company held a performance briefing for the first half of 2025, addressing key concerns from investors regarding revenue, cost control, new business development, overseas operations, and future growth plans [1] Group 1: Cost Control Measures - The company faced challenges with declining revenue while costs remained high, primarily due to investments in manufacturing capabilities and increased fixed costs from equipment and warehouse leasing in North America [2] - Management has prioritized cost control, implementing three core measures: enhancing bargaining power with suppliers, optimizing production processes for efficiency, and shifting some outsourced production to in-house to reduce costs [2] Group 2: New Business Development - The company is making progress in the energy storage and power battery sectors, having secured partnerships with leading clients like Honeycomb Energy and CATL, with projects entering mass production or small batch delivery [3] - Although current revenue contributions from these new ventures are minimal, the company is optimistic about future collaborations, indicating a strategic focus on the new energy sector [3] - The management refrained from commenting on specific collaborations in humanoid robotics due to confidentiality agreements but highlighted their technological advantages in electric control, drive, and battery systems [3] Group 3: North American Operations - The North American subsidiary has improved operational performance, with a significant increase in capacity utilization and expectations of turning profitable in Q4 [4] - The company is actively seeking new clients in response to rising domestic procurement demands in the U.S. [4] - The second phase of the domestic facility construction is progressing well, expected to be operational by year-end, significantly increasing operational space by over 47,000 square meters [4] Group 4: Future Outlook - Despite short-term revenue fluctuations, the management demonstrated a clear strategic vision and confidence in future growth, focusing on cost control, new business implementation, and optimizing capacity [5] - The company is committed to a balanced approach of internal growth and external expansion, with expectations for improved performance in the second half of the year [5]

Group 1 - The automotive parts sector increased by 0.85% on September 2, with Sunny Optical Technology leading the gains [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] - Notable gainers in the automotive parts sector included Sunny Optical Technology, which rose by 21.14% to a closing price of 40.00, and other companies like Tsinghua Tongfang and Yisheng Precision, which saw increases of 17.62% and 15.01% respectively [1] Group 2 - The automotive parts sector experienced a net outflow of 1.81 billion yuan from institutional investors, while retail investors saw a net inflow of 1.977 billion yuan [2] - Major decliners included Sulian Co., which fell by 8.30% to a closing price of 42.99, and Hailian Jinhui, which dropped by 8.24% to 9.80 [2] - The trading volume for the automotive parts sector was significant, with Sunny Optical Technology achieving a transaction amount of 604 million yuan [1]

Group 1 - The A-share market saw a surge in robotics concept stocks, with several stocks hitting the daily limit up [1] - Notable performers included Shunyu Precision with a 30% increase, and Shangwei New Materials with a 20% increase [2] - Market rumors suggest that Tesla and its suppliers held a conference call, potentially revising production guidance for next year to 1,000-10,000 units per week, translating to an annualized production of 50,000-500,000 units [1] Group 2 - Shunyu Precision's market capitalization reached 2.789 billion, with a year-to-date increase of 153.84% [2] - Shangwei New Materials had a market capitalization of 41.2 billion, with an impressive year-to-date increase of 1439.90% [2] - Other companies like Zhenyu Technology and Haon Automotive also showed significant gains, with year-to-date increases of 222.19% and 144.85% respectively [2]