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].

证券代码：688768 证券简称：容知日新 公告编号：2025-040 安徽容知日新科技股份有限公司 股东减持股份结果公告 本公司董事会、全体董事及相关股东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。 重要内容提示： 股东持有的基本情况 本次减持计划实施前，安徽容知日新科技股份有限公司（以下简称"公司"） 控股股东、实际控制人、董事长兼总经理聂卫华先生持有公司股份 16,646,984 股，占公司总股本的 18.92%，其中 725,164 股为有限售条件股份，15,921,820 股 为无限售条件股份。上述股份中 14,892,678 股为公司首次公开发行前及资本公积 金转增取得的股份，已于 2024 年 7 月 26 日解除限售并上市流通；1,029,142 股 通过二级市场集中竞价交易增持取得；725,164 股通过非公开发行取得。 控股股东、实际控制人的一致行动人盐城科知博企业管理合伙企业（有限合 伙）（以下简称"盐城科知博"，曾用名为上海科容企业管理合伙企业（有限合伙）） 持有公司股份 9,445,545 股，占公司总股本的比例为 ...

（编辑 任世碧） 证券日报网讯 12月11日晚间，容知日新发布公告称，本次减持计划实施前，公司控股股东、实际控制 人、董事长兼总经理聂卫华先生持有公司股份16，646，984股，占公司总股本的18.92%；控股股东、 实际控制人的一致行动人盐城科知博企业管理合伙企业（有限合伙）（简称"盐城科知博"，曾用名为上 海科容企业管理合伙企业（有限合伙））持有公司股份9，445，545股，占公司总股本的比例为 10.73%。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。 ...

格隆汇12月11日丨容知日新(688768.SH)公布，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 43.99万股，通过大宗交易方式减持公司股份79.19万股；盐城科知博通过集中竞价交易方式减持公司股 份43.99万股，通过大宗交易方式减持公司股份96.79万股。本次减持计划实施完毕。 ...

格隆汇12月11日丨容知日新(688768.SH)公布，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 43.99万股，通过大宗交易方式减持公司股份79.19万股；盐城科知博通过集中竞价交易方式减持公司股 份43.99万股，通过大宗交易方式减持公司股份96.79万股。本次减持计划实施完毕。 ...