公司状况 其他潜在关注点包括公司在手订单充裕(截至2025年6月末为52.66亿元)及湖州智能化物流装备项目的产 能释放，但相关信息的详细进展需以最新公告为准。 以上内容基于公开资料整理，不构成投资建议。 经济观察网北自科技（603082）近期拟收购苏州穗柯智能科技有限公司100%股权，以提升核心装备自 产能力，该事件可能对公司未来业务发展产生影响。 公司项目推进 根据报道，北自科技于2026年2月11日就收购事项回复了上海证券交易所的审核问询函。交易对价为1.4 亿元，其中80%通过股份支付、20%通过现金支付。标的公司专注于智能物流装备(如堆垛机)，拥有20 余年研发经验及35项专利。交易完成后，北自科技计划将穗柯智能团队整合至湖州新工厂，以快速形成 堆垛机自产能力，降低采购成本(堆垛机年采购额约1-2亿元，占系统成本10%-15%)。此外，标的公司承 诺2025年、2026年、2027年扣非净利润累计不低于4560.33万元，双方客户资源在化纤、新能源等领域 形成互补。 ...

相关上市企业：音飞储存（603066）、昆船智能（301311）、北自科技（603082）、井松智能 （688251）、 相关企业：宝山钢铁股份有限公司、中国铝业集团有限公司、江西铜业集团有限公司、云南铝业股份有 限公司、浙江双箭橡胶股份有限公司、无锡信捷电气股份有限公司、深圳市汇川技术股份有限公司、海 尔智家股份有限公司、珠海格力电器股份有限公司、宁德时代新能源科技股份有限公司、隆基绿能科技 股份有限公司、北大荒农垦集团有限公司 关键词：立体仓库设备、立体仓库设备市场规模、立体仓库设备行业现状、立体仓库设备发展趋势 一、行业概述 立体仓库设备泛指以高层货架（通常高度≥6米）为主体结构，用于实现货物立体化、高密度存储与存 取的一系列设备系统。其本质是通过向垂直空间发展来大幅提升空间利用率。根据自动化程度不同，可 分为依赖人工/叉车操作的"高架库"和高度自动化的"自动化立体仓库"系统。 内容概况：当前，中国立体仓库设备行业正处在从快速扩张向高质量发展转型的关键时期。2024年，中 国立体仓库设备行业市场规模约为435.19亿元，同比增长12.52%。在土地、人工成本持续上升和制造业 利润承压的背景下，企业投资立 ...

Group 1 - The core viewpoint of the article is that Beizhi Technology (603082) primarily exports directly to overseas customers through domestic entities [1] Group 2 - The company responded to investor inquiries on its interactive platform regarding its export strategy [1]

Core Viewpoint - Beizhi Technology (603082) is actively pursuing strategic acquisitions and partnerships to enhance its position in the automation equipment sector, with a focus on intelligent logistics systems and equipment [1][2][3] Company Announcements - Beizhi Technology plans to acquire 100% equity of Suzhou Suike Intelligent Technology Co., Ltd. for a total transaction price of 140 million yuan, with 80% paid in shares and 20% in cash [1][3] - The company aims to raise up to 32 million yuan in supporting funds to cover cash payments and intermediary fees related to the acquisition [1] - The acquisition does not constitute a major asset restructuring, related party transaction, or restructuring listing [1] Financial Performance and Commitments - The target company has made profit commitments for the years 2026 to 2028, and a compensation agreement has been signed [1] - The assessment value of the target company is approximately 140.4 million yuan, with the final transaction price set at 140 million yuan [2] Contracts and Partnerships - Beizhi Technology has signed a procurement contract with SAIC-GM-Wuling Automobile Co., Ltd. for automation equipment, with a total contract value of 103.96 million yuan, aimed at the construction of intelligent manufacturing logistics for new energy vehicles [2][3] - The contract will take effect upon signing and will be paid according to project progress, with delivery scheduled for Guangxi [2] Regulatory Approvals - The acquisition transaction is subject to approval by the Shanghai Stock Exchange and registration with the China Securities Regulatory Commission before implementation [2][3]

Core Viewpoint - The company has signed a procurement contract with SAIC-GM-Wuling Automobile Co., Ltd. for an automation equipment project valued at 104 million RMB, marking a significant achievement in the field of intelligent manufacturing logistics for new energy vehicles [1]. Group 1 - The total contract amount is 104 million RMB, indicating a substantial investment in automation and digitalization [1]. - The project focuses on automation, digitalization, and intelligence as transformative directions, aiming to enhance the company's capabilities in the new energy vehicle sector [1]. - The implementation of an "island-style" manufacturing model will facilitate the construction of a distributed logistics flexible delivery system, promoting intelligent collaboration among people, machines, and materials within the workshop [1].

Core Viewpoint - The company has signed a procurement contract worth 104 million yuan with SAIC-GM Wuling Automobile Co., Ltd, marking a significant achievement in the field of intelligent manufacturing logistics for new energy vehicles [1] Group 1: Contract Details - The total contract amount is 104 million yuan, indicating a substantial investment in automation and digitalization [1] - The project focuses on creating a distributed logistics flexible complete delivery system based on an "island-style" manufacturing model [1] Group 2: Impact on Company - The implementation of the project aims to achieve intelligent collaboration among people, machines, and materials within the workshop [1] - Successful execution of the contract is expected to positively impact the company's operational performance, enhancing its sustainable profitability and overall competitiveness [1]

证券代码：603082 证券简称：北自科技 公告编号：2026-003 北自所（北京）科技发展股份有限公司 关于自愿披露签订日常经营合同的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 合同类型及金额： 合同类型：日常经营性合同 合同总金额：人民币 10,396.00 万元 合同生效条件：本合同自双方签字盖章后生效。 对上市公司当期业绩的影响：若本合同顺利履行，对北自所（北京）科 技发展股份有限公司（以下简称"公司"）本年度及未来业绩将产生一定积极影 响，且不影响公司经营的独立性。 特别风险提示： 1、合同条款中已对合同金额、生效条件、支付方式、违约责任等内容做出 了明确约定，合同双方均具有履约能力，但在未来合同履行过程中如果遇到外部 宏观环境重大变化、国家有关政策变化以及其他不可预见或不可抗力等因素，有 可能会导致合同无法如期或全部履行。 2、相关项目利润的贡献尚无法准确预计，相关财务数据的确认请以公司经 审计财务报告为准。 综上，敬请广大投资者注意投资风险。 公司名称：上汽通用五菱汽车股份有限公司 企 ...

Core Viewpoint - The company has signed a procurement contract worth 104 million yuan with SAIC-GM-Wuling Automobile Co., Ltd., marking a significant achievement in the field of intelligent manufacturing logistics for new energy vehicles [1]. Group 1: Contract Details - The total contract amount is 104 million yuan, indicating a substantial investment in automation and digitalization [1]. - The project focuses on automation, digitalization, and intelligence as transformative directions [1]. Group 2: Strategic Implications - The project aims to establish a distributed logistics flexible complete delivery system around the "island-style" manufacturing model [1]. - It will enable intelligent collaborative operations among people, machines, and materials within the workshop, enhancing market expansion and influence in the relevant field [1]. Group 3: Financial Impact - Successful execution of the contract is expected to positively impact the company's operating performance, enhancing its sustainable profitability and overall competitiveness [1].

Core Viewpoint - The company, Beizhi Technology, has signed a procurement contract worth 104 million yuan with SAIC-GM-Wuling Automobile Co., Ltd., marking a significant achievement in the field of intelligent manufacturing logistics for new energy vehicles [1]. Group 1: Contract Details - The total amount of the contract is 104 million yuan [1]. - The project focuses on automation, digitalization, and intelligence as key transformation directions [1]. Group 2: Project Objectives - The project aims to construct a distributed logistics flexible complete delivery system based on an "island-style" manufacturing model [1]. - It will facilitate intelligent collaborative operations among people, machines, and materials within the workshop [1]. Group 3: Market Impact - This achievement is expected to help the company further expand its market presence and enhance its influence in the relevant field [1].

XYZH/2025BJAA4F0171 北自所（北京）科技发展股份有限公司 核查报告 信永中和会计师事务所（特殊普通合伙） 关于北自所（北京）科技发展股份有限公司发行股份 及支付现金购买资产并募集配套资金 申请的审核问询函中相关财务问题的专项核查意见 XYZH/2025BJAA4F0184 北自所（北京）科技发展股份有限公司 上海证券交易所： 按照贵所下发的《关于北自所（北京）科技发展股份有限公司发行股份及支付现金 购买资产并募集配套资金申请的审核问询函》（上证上审并购重组）〔2025〕95 号）（以 下简称"审核问询函"）的要求，信永中和会计师事务所（特殊普通合伙）（以下简称 "信永中和"）作为北自所（北京）科技发展股份有限公司（以下简称"公司"、"上 市公司"或"北自科技"）的审计机构，就问询函有关财务问题进行了认真核查与落实， 并按照问询函的要求对所涉及的问题进行了回复，现提交贵所，请予审核。 本审核问询函回复（以下简称"本回复"）中的报告期指 2023 年、2024 年和 2025 年 1-6 月；除此之外，如无特别说明，本回复所述的词语或简称与重组报告书中释义所 定义的词语或简称具有相同的含义。在本 ...