机构持仓方面，截止2025年9月30日，容知日新十大流通股东中，华安中小盘成长混合（040007）位居 第九大流通股东，持股166.21万股，相比上期减少4.45万股。 资料显示，安徽容知日新科技股份有限公司位于安徽省合肥市高新区生物医药园支路59号，成立日期 2007年8月7日，上市日期2021年7月26日，公司主营业务涉及公司致力于成为一家专业的工业设备智能 运维整体解决方案提供商,主要产品为工业设备状态监测与故障诊断系统,已广泛应用于风电、石化、冶 金等多个行业。主营业务收入构成为：有线监测系统55.55%，无线监测系统30.66%，其他11.73%，其 他(补充)1.29%，手持监测系统0.77%。 截至9月30日，容知日新股东户数5371.00，较上期增加37.54%；人均流通股16247股，较上期减少 26.82%。2025年1月-9月，容知日新实现营业收入3.90亿元，同比增长13.86%；归母净利润2689.52万 元，同比增长889.54%。 分红方面，容知日新A股上市后累计派现8758.14万元。近三年，累计派现7660.83万元。 1月29日，容知日新跌1.31%，成交额1.69亿元。两 ...

每经AI快讯，1月23日，工业软件概念震荡走高，容知日新涨超11%，航天软件、盈建科、金现代、辉 煌科技等涨幅居前。 （文章来源：每日经济新闻） ...

证券日报网讯1月22日，容知日新在互动平台回答投资者提问时表示，公司2024年度报告中海外营业收 入比上年增长57.27%，增速较高，海外收入占比4.68%，总体占比较低，公司暂未对欧盟地区业务收入 进行拆分；公司对欧盟市场的销售方式主要包含境内主体直接向欧盟客户出口、通过与当地代理商一起 推进项目，完成销售。 ...

格隆汇1月22日丨容知日新(688768.SH)在互动平台表示，公司2024年度报告中海外营业收入比上年增长 57.27%，增速较高，海外收入占比4.68%，总体占比较低，公司暂未对欧盟地区业务收入进行拆分；公 司对欧盟市场的销售方式主要包含境内主体直接向欧盟客户出口、通过与当地代理商一起推进项目，完 成销售。 ...

格隆汇1月22日丨容知日新(688768.SH)在互动平台表示，公司2024年度报告中海外营业收入比上年增长 57.27%，增速较高，海外收入占比4.68%，总体占比较低，公司暂未对欧盟地区业务收入进行拆分；公 司对欧盟市场的销售方式主要包含境内主体直接向欧盟客户出口、通过与当地代理商一起推进项目，完 成销售。 ...

Core Viewpoint - The Ministry of Industry and Information Technology has issued an action plan for the high-quality development of industrial internet platforms from 2026 to 2028, indicating a strong governmental push towards the integration of AI and industry, which will benefit companies like Rongzhi Rixin in their digital transformation efforts [1] Group 1: Company Overview - Rongzhi Rixin is a pioneer in the field of intelligent operation and maintenance of industrial equipment, focusing on state monitoring and fault diagnosis systems [1] - The company's "Lingzhi SuperCare Intelligent Operation and Maintenance Platform" was selected as a national-level specialized industrial internet platform in 2023, demonstrating its recognition and credibility in the industry [1] Group 2: Industry Impact - The platform has connected over 200,000 devices, showcasing its extensive reach and application across various sectors including power, metallurgy, petrochemicals, and coal [1] - The accumulation of over 37,000 closed-loop cases of equipment faults has significantly enhanced the platform's data value, model accumulation, and AI development capabilities [1]

Core Viewpoint - The industrial software sector is experiencing a strong surge, driven by government initiatives aimed at enhancing the development of industrial internet platforms and the integration of artificial intelligence in manufacturing [1][2] Group 1: Government Initiatives - The Ministry of Industry and Information Technology released an action plan for the high-quality development of industrial internet platforms from 2026 to 2028, aiming for over 450 influential platforms and a connectivity of over 120 million industrial devices by 2028 [1] - The plan emphasizes a multi-layered platform system characterized by "professional, industry-specific, and collaborative" types, with a target platform penetration rate exceeding 55% [1] - A separate initiative on January 7 focuses on enhancing artificial intelligence capabilities in manufacturing, promoting the development of smart chips and high-level industry models [1] Group 2: Market Response - Following the announcement of these policies, stocks in the industrial software sector saw significant gains, with companies like Zhongkong Technology and Dingjie Smart rising over 10%, and Yonyou Network hitting the daily limit [1] - Guohai Securities predicts that the ongoing policy support will accelerate the deployment of industrial models and intelligent systems by leading domestic companies, potentially leading to rapid advancements in AI-driven industrial software innovation [2]

Investment Rating - The report maintains an investment rating of "Leading the Market - A" for the computer industry [1][11]. Core Insights - The report highlights the acceleration of AI development in the manufacturing sector, driven by a recent policy issued by multiple government departments, aiming for significant advancements in AI technology and its applications by 2027 [3][5]. - The policy outlines specific goals, including the application of 3-5 general large models in manufacturing, the creation of 100 high-quality datasets, and the promotion of 500 typical application scenarios [3][5]. - The report emphasizes the transition of industrial AI from isolated applications to comprehensive integration across all manufacturing processes, with significant growth in AI adoption among industrial enterprises [6][7]. Summary by Sections Industry Performance - The computer industry has shown a strong market performance over the past year, with a focus on AI applications in manufacturing [1]. Policy Impact - The recent policy is a detailed implementation of previous guidelines, focusing on computational power, model development, data management, and application scenarios in manufacturing [5][6]. - Specific initiatives include support for advanced training chips, the development of industry-specific models, and the establishment of a chief data officer system in enterprises [5][6]. AI Adoption - The report notes a significant increase in the adoption of large models and intelligent agents in Chinese industrial enterprises, rising from 9.6% in September 2024 to 47.5% in 2025, with expectations for further rapid growth in 2026 [6][7]. Investment Recommendations - The report suggests focusing on companies involved in industrial AI applications, data annotation, and AI computing power, including firms like Zhong控 Technology, Kingdee International, and others [7].

中国经济网北京12月12日讯 容知日新(688768.SH)昨日晚间发布股东减持股份结果公告。2025年12 月11日，公司收到股东聂卫华、盐城科知博出具的《减持股份结果告知函》。在本次减持计划期间，聂 卫华通过集中竞价交易方式减持公司股份439,943股，通过大宗交易方式减持公司股份791,898股；盐城 科知博通过集中竞价交易方式减持公司股份439,943股，通过大宗交易方式减持公司股份967,875股。本 次减持计划实施完毕。 公告显示，2025年9月18日至2025年12月10日，聂卫华减持数量为1,231,841股，减持价格区间40.86 元/股至51.00元/股，减持总金额53,910,597.07元。 2025年9月25日至2025年12月10日，上海科容企业管理合伙企业（有限合伙）减持数量为1,407,818 股，减持价格区间40.54元/股至47.98元/股，减持总金额61,429,110.08元。 经计算，2025年9月18日至2025年12月10日，聂卫华、盐城科知博合计减持2,639,659股，减持总金 额合计1.15亿元。 本次减持计划实施前，公司控股股东、实际控制人、董事长兼总经理 ...

Group 1: Core Viewpoints - The article aims to introduce isostatic pressing equipment, a key device in the production of solid-state batteries, highlighting its importance in addressing production challenges and enhancing material density [2][3][6]. Group 2: Isostatic Pressing Equipment Overview - Isostatic pressing equipment operates based on Pascal's law, allowing uniform pressure application in all directions, which significantly improves material densification compared to traditional unidirectional pressing methods [2]. - The process involves five steps: filling the powder material into a mold, placing it in a high-pressure container filled with a pressure medium, applying pressure, maintaining pressure for a period, and finally releasing pressure to obtain the formed component [2]. - The technology has a history of several decades and is traditionally used in powder metallurgy, ceramics, plastics, and permanent magnets, with new applications emerging in lithium battery production due to the rise of solid-state batteries [2]. Group 3: Relationship with Solid-State Battery Production - The core pain point in solid-state battery mass production is the solid-solid interface contact issue, which can lead to increased internal resistance and safety hazards [2]. - Isostatic pressing equipment plays a crucial role in eliminating gaps and voids at the solid-solid interface, ensuring a stable battery matrix for subsequent packaging and formation processes [2][6]. - The equipment is estimated to account for approximately 13% of the total value of solid-state battery equipment, making it a critical component in the industry [3][6]. Group 4: Key Manufacturers - Notable overseas manufacturers include Quintus Technologies from Sweden, which offers a full range of isostatic pressing equipment, and Hanna from South Korea, which specializes in equipment for sulfide solid-state battery production [6]. - Domestic companies include Liyuanheng, which has partnered with Quintus for joint development, Naconor, and Xiandai Intelligent, all of which are actively involved in the development of isostatic pressing technology [6].