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铂力特(688333) - 西安铂力特增材技术股份有限公司2024年度会计师事务所的履职情况评估报告及审计委员会履行监督职责情况报告
2025-04-28 16:15
西安铂力特增材技术股份有限公司 根据公司《审计委员会工作制度》等有关规定,公司审计委员会对会计师事 务所履行监督职责的情况如下: 1、审计委员会对信永中和的专业资质、业务能力、诚信状况、独立性、过 往审计工作情况及其执业质量等进行了严格核查和评价,认为其具备为公司提供 审计工作的资质和专业能力,能够满足公司审计工作的要求。2024 年 3 月 27 日, 第三届董事会审计委员会第六次会议审议通过《关于续聘会计师事务所议案》, 同意续聘信永中和为公司外部审计机构,并同意提交第三届董事会第九次会议审 议。 2024 年度会计师事务所的履职情况评估报告及审计委员会履 行监督职责情况报告 根据《中华人民共和国公司法》《中华人民共和国证券法》《国有企业、上 市公司选聘会计师事务所管理办法》和《上海证券交易所科创板上市公司自律监 管指引第 1 号——规范运作》等相关规范性文件的规定,以及公司《公司章程》 《审计委员会工作制度》的有关规定,现将西安铂力特增材技术股份有限公司(以 下简称"公司")2024 年度会计师事务所的履职情况评估报告及审计委员会履 行监督职责情况报告如下: 一、2024 年度会计师事务所履职情况说明 ...
【国信电子胡剑团队|3D打印框架报告】苹果布局3D打印,推动消费电子精密制造革新
剑道电子· 2025-04-23 05:08
Core Viewpoint - Apple is actively investing in 3D printing technology to drive innovation in precision manufacturing within the consumer electronics sector, aiming to enhance product design and production efficiency [5][54]. Group 1: 3D Printing Technology Overview - Additive manufacturing, also known as 3D printing, is a cutting-edge manufacturing technology that builds objects layer by layer from three-dimensional model data, contrasting with traditional subtractive manufacturing methods [3][9]. - Key advantages of additive manufacturing include reduced R&D cycles, lower costs without the need for molds, efficient formation of complex structures, high material utilization rates, and improved mechanical properties due to rapid solidification processes [15][19]. Group 2: Market Growth and Projections - The global 3D printing market was approximately $20 billion in 2023, with projections to reach $36.2 billion by 2026, reflecting a compound annual growth rate (CAGR) of 21.8% [9][36]. - China's 3D printing market is expected to grow from approximately 32 billion yuan in 2022 to 41.5 billion yuan by 2024, indicating significant growth potential [36][37]. Group 3: Applications and Industry Segments - Major downstream applications of 3D printing include aerospace (13.3%), medical (13.7%), automotive (14.0%), and consumer electronics (14.0%), highlighting the technology's versatility across various sectors [37][38]. - In the consumer electronics sector, 3D printing is being utilized for manufacturing precision components such as hinges for foldable devices, with Apple exploring its application in products like the Apple Watch and foldable phones [52][54]. Group 4: Cost Reduction and Efficiency Improvements - The cost of titanium alloy powder used in 3D printing has decreased significantly, from 600 yuan/kg in 2023 to below 300 yuan/kg in 2024, representing a 50% reduction, which is expected to enhance the economic viability of additive manufacturing [50][51]. - Innovations such as beam shaping technology and the introduction of multi-laser systems are improving production efficiency, with some systems achieving up to 2.7 times the output compared to traditional dual-laser setups [50][51]. Group 5: Industry Players and Competitive Landscape - Key players in the 3D printing equipment market include established companies like EOS and 3D Systems, alongside emerging Chinese firms such as Plater and Huazhu High-Tech, which are rapidly gaining market share [39][43]. - The competitive landscape is evolving, with domestic manufacturers increasingly focusing on the localization of core components to reduce reliance on imports and lower production costs [50][51].
制造成长周报(第9期):动纪元发布最新灵巧手演示,宇树科技发布机器人拳击视频-20250415
Guoxin Securities· 2025-04-15 02:15
Investment Rating - The report maintains an "Outperform" rating for the machinery equipment industry [5]. Core Views - The humanoid robot sector is rapidly advancing, with Tesla's humanoid robot aiming for mass production of 5,000 units by 2025. Domestic companies like Yushutech and ZhiYuan Robotics are also innovating quickly, focusing on key components such as reducers and sensors [3][4]. - AI infrastructure is experiencing growth driven by demand for data centers, benefiting companies involved in cooling systems [4]. - The low-altitude economy is progressing with infrastructure initiatives, aiming to create a unified air traffic management network [4]. Industry Dynamics - Humanoid Robots: Recent demonstrations include the release of a dexterous hand technology by Xingdong Era and a boxing video by Yushutech [1][18]. - Smart Welding: The application of pipeline welding robots by China National Petroleum has achieved scale [20]. - Low-altitude Economy: New companies and initiatives are being established to support the development of low-altitude economic infrastructure [21][26]. Company Dynamics - Yushutech and Chang'an Automobile signed a strategic cooperation agreement to collaborate on robotics technology [31]. - ZhiYuan Robotics participated in a roundtable discussion on economic trends [22]. - A joint venture was established between Junpu Intelligent and ZhiYuan Robotics to focus on humanoid robots [29]. Event Outlook - A humanoid robot half-marathon is scheduled to take place in Beijing on April 19, 2025, featuring humanoid robots competing alongside human participants [37]. Key Company Profit Forecasts and Investment Ratings - Companies such as Lide Harmony, Mingzhi Electric, and Huichuan Technology are rated as "Outperform" with various earnings per share (EPS) forecasts for 2023 and 2024 [9].
民生证券:3D打印应用持续拓宽 赋能人形机器人升级迭代
智通财经网· 2025-04-10 08:58
Core Insights - The 3D printing industry is rapidly developing, with applications expanding from traditional aerospace to automotive and consumer electronics sectors, driven by continuous improvements in efficiency [1][2] - The global 3D printing market size exceeded $20 billion in 2023 and is projected to reach $27.7 billion by 2025, with a CAGR of 16.1% from 2021 to 2025 [1] - The domestic 3D printing market in China reached 36.7 billion yuan in 2023, with an expected growth to over 40 billion yuan in 2024, reflecting a CAGR of approximately 23.45% from 2019 to 2023 [1] Industry Overview - In terms of product segmentation, 3D printing materials account for 17.04%, printing equipment for 22.42%, printing services for 40.09%, and others for 20.45% [2] - The leading application areas in 2023 include automotive (14.4%), consumer electronics (14.0%), medical (13.7%), and aerospace (13.3%), indicating a significant rise in consumer demand [2] Human-Robot Interaction - Humanoid robots are evolving towards higher intelligence and performance, facing challenges in technology, cost, and safety, which 3D printing can help address [3] - 3D printing can be utilized for manufacturing structural components of humanoid robots, enabling complex designs and lightweight materials while enhancing reliability [3][4] - The technology supports the creation of biomimetic structures, such as flexible skin and muscle-like components, improving the robot's lifelike qualities [3][4] Technological Advancements - 3D printing facilitates the upgrade of critical components in humanoid robots, streamlining production processes and reducing material waste, thus controlling costs [4] - Rapid prototyping through 3D printing shortens development cycles, aiding in the iterative design of humanoid robots [4] - The technology also allows for personalized customization of core components and aesthetic parts, as well as the design of cooling channels to meet thermal management needs [4] Investment Opportunities - Recommended investment targets include leading domestic companies in 3D printing metal powders, such as Youyan Powder Materials (688456.SH), and notable 3D printing equipment manufacturers like Plater (688333.SH) and Huazhu High-Tech (688433.SH) [5]
挑战与机遇并存!科创100指数ETF(588030)上涨4.37%,生益电子涨超13%
Sou Hu Cai Jing· 2025-04-10 02:34
规模方面,科创100指数ETF近1年规模增长3.71亿元,实现显著增长,新增规模位居可比基金2/10。 份额方面,科创100指数ETF近2周份额增长1.14亿份,实现显著增长,新增份额位居可比基金2/10。 资金流入方面,科创100指数ETF近4个交易日内有3日资金净流入,合计"吸金"6572.26万元,日均净流入达1643.06万元。 数据显示,杠杆资金持续布局中。科创100指数ETF前一交易日融资净买额达403.64万元,最新融资余额达3.32亿元。 截至2025年4月10日 10:10,上证科创板100指数(000698)强势上涨4.56%,成分股生益电子(688183)上涨13.18%,华曙高科(688433)上涨12.94%,道通科技 (688208)上涨12.70%,铂力特(688333),奥普特(688686)等个股跟涨。科创100指数ETF(588030)上涨4.37%, 冲击3连涨。最新价报0.93元。拉长时间看,截 至2025年4月9日,科创100指数ETF近3月累计上涨4.44%。 流动性方面,科创100指数ETF盘中换手3.81%,成交2.29亿元。拉长时间看,截至4月9日,科创100 ...
3D打印框架报告:苹果布局3D打印,推动消费电子精密制造革新
Guoxin Securities· 2025-04-07 05:52
Investment Rating - The investment rating for the industry is "Outperform the Market" (maintained) [2] Core Insights - The additive manufacturing, also known as 3D printing, is revolutionizing precision manufacturing in consumer electronics, driven by companies like Apple [5][8] - The global 3D printing market is projected to grow from approximately $20 billion in 2023 to $36.2 billion by 2026, with a CAGR of 21.8% [5][31] - China is identified as the most promising market for 3D printing, with an expected market size of approximately 41.5 billion yuan by 2024 [5][31] Summary by Sections 1. Comparison of Additive Manufacturing and Traditional Manufacturing - Additive manufacturing offers significant advantages such as reduced R&D costs, efficient formation of complex structures, high material utilization, and rapid solidification processes [5][11] - The technology is categorized into metal and non-metal types, with metal 3D printing being more mature and widely applied in aerospace, medical, and automotive sectors [5][19] 2. Cost Reduction and Efficiency Improvement - The industry is transitioning to "Additive Manufacturing 2.0," focusing on cost reduction and efficiency improvements to enable mass production [5][49] - The price of titanium alloy powder has decreased significantly, from 600 yuan/kg to below 300 yuan/kg, contributing to lower production costs [5][49] 3. Main Downstream Applications: Consumer Electronics, Aerospace, and Automotive - The consumer electronics sector is a key application area for 3D printing, with components like hinges for foldable phones being produced using this technology [5][68] - Apple has been actively exploring 3D printing for products like the Apple Watch and foldable devices, indicating a strategic shift towards additive manufacturing [5][71] - In aerospace, the market for 3D printing is expected to reach $4.1 billion by 2024, growing to $8.2 billion by 2029 [5][72] 4. Industry Chain Related Companies - Recommended companies to watch include 3D printing equipment manufacturers like Platinum and Huazhu High-Tech, as well as core component suppliers like Jingyan Technology and Luxshare Precision [5]
铂力特: 西安铂力特增材技术股份有限公司第三届监事会第十四次会议决议公告
Zheng Quan Zhi Xing· 2025-03-28 10:56
Meeting Details - The third meeting of the Supervisory Board of Xi'an Boli Tech Additive Technology Co., Ltd. was held on March 28, 2025, combining in-person and communication methods [1] - The meeting was chaired by Ms. Gong Puling, with all three members present, complying with relevant laws and regulations [1] Resolutions Passed - The Supervisory Board approved the proposal to increase the use of idle raised funds for cash management, allowing up to RMB 900 million [1] - The board confirmed that the proposal aligns with regulatory requirements and does not alter the intended use of the raised funds, ensuring the normal investment plan remains unaffected [1] - The decision aims to enhance the efficiency of fund utilization, benefiting the company and all shareholders [1]
铂力特(688333) - 西安铂力特增材技术股份有限公司第三届监事会第十四次会议决议公告
2025-03-28 09:53
西安铂力特增材技术股份有限公司(以下简称"公司")第三届监事会第十四 次会议于 2025 年 3 月 28 日以现场结合通讯方式召开。本次会议由监事会主席宫蒲 玲女士主持,会议应到 3 人,实到 3 人。本次会议的召集、召开符合《中华人民共 和国公司法》《公司章程》及《监事会议事规则》的相关规定。 二、监事会会议审议情况 经与会监事认真讨论,审议并通过如下事项: 证券代码:688333 证券简称:铂力特 公告编号:2025-013 西安铂力特增材技术股份有限公司 第三届监事会第十四次会议决议公告 本公司监事会及全体监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、准确性和完整性依法承担法律责任。 一、 监事会会议召开情况 表决情况:同意 3 票,反对 0 票,弃权 0 票。 具体内容详见公司同日于上海证券交易所网站(www.sse.com.cn)披露的《西 安铂力特增材技术股份有限公司关于增加使用部分闲置募集资金进行现金管理的 公告》(公告编号:2025-012) 特此公告。 西安铂力特增材技术股份有限公司监事会 2025 年 3 月 28 日 (一)审议通过了《关于增加使用 ...
铂力特(688333) - 中信建投证券股份有限公司关于西安铂力特增材技术股份有限公司增加使用部分闲置募集资金进行现金管理的核查意见
2025-03-28 09:50
2023 年 7 月 5 日,公司收到中国证监会出具的《关于同意西安铂力特增材 技术股份有限公司向特定对象发行股票注册的批复》(证监许可﹝2023﹞1444 号),同意公司向特定对象发行股票的注册申请。 根据信永中和会计师事务所(特殊普通合伙)于 2023 年 12 月 6 日出具的 《西安铂力特增材技术股份有限公司 2022 年度向特定对象发行 A 股股票募集资 金验资报告》(XYZH/2023XAAA3B0103),经审验,公司本次向特定对象发行 A 股股票 32,048,107 股,每股发行价格 94.5 元;本次发行的募集资金总额为 302,854.61 万元,扣除各项发行费用(不含增值税)共计 2,115.02 万元,公司实 际募集资金净额为 300,739.59 万元。 募集资金到账后,已全部存放于经公司董事会批准开设的募集资金专项账户 内,公司与保荐人、存放募集资金的商业银行签署了募集资金三方监管协议。 中信建投证券股份有限公司 关于西安铂力特增材技术股份有限公司 增加使用部分闲置募集资金进行现金管理的核查意见 中信建投证券股份有限公司(以下简称"中信建投"或"保荐人")作为西安 铂力特增材技术 ...
铂力特(688333) - 西安铂力特增材技术股份有限公司关于增加使用部分闲置募集资金进行现金管理的公告
2025-03-28 09:27
为进一步提高闲置募集资金使用效率,合理利用闲置募集资金,为公司和股 东创造更多价值。公司于 2025 年 3 月 28 日召开第三届董事会第十八次会议及第 三届监事会第十四次会议,审议通过了《关于增加使用部分闲置募集资金进行现 金管理的议案》,同意公司在确保不影响募集资金投资项目建设和募集资金使用 以及公司正常业务开展的情况下,使用最高额不超过人民币 90,000.00 万元(包 含本数)的部分闲置 2022 年度向特定对象发行 A 股股票募集资金进行现金管理, 拟使用暂时闲置募集资金用于购买安全性高、流动性好、有保本约定的投资产品 (包括但不限于结构性存款、协议存款、通知存款、定期存款、大额存单等)。 在上述额度内,资金可以滚动使用,使用期限为本次董事会审议通过之日起 12 个月内。上述现金管理额度的使用期限将于 2026 年 3 月 27 日到期。 截止本公告日,公司合计计划使用不超过 180,000.00 万元(含本数)的闲置 募集资金进行现金管理。 公司董事会授权董事长在上述额度及决议有效期内行使决策权及签署相关 合同文件等事宜,上述事项在董事会审批权限范围内,无需提交股东大会审议。 公司监事会发表了 ...