Core Viewpoint - The company held its annual online performance briefing for 2024, achieving a 100% response rate to investor questions, indicating strong engagement with stakeholders [1]. Group 1: Company Strategy and Operations - The company is focusing on digital transformation and embracing artificial intelligence to enhance product value and support high-quality development [2][3]. - The company plans to accelerate its "one core, two wings" industrial layout, emphasizing specialized products and aiming to become a world benchmark enterprise [2][3]. - The company is actively monitoring global tariff policies and market dynamics to respond prudently to international challenges [2][3]. Group 2: Financial and Market Performance - As of April 30, 2025, the company had 75,000 shareholders [2]. - The company did not disclose specific revenue contributions from its special products, automotive parts, and new industries, indicating that such data will be available in official announcements [2]. Group 3: Product Development and Export - The company is involved in the export of lightweight special equipment and automotive parts, although specific details on export markets were not provided [4][5]. - The company is participating in the development of humanoid robots through its controlling shareholder, which is expected to positively impact its industrial development [3].

建设工业集团（云南）股份有限公司董事会 证券代码：002265 证券简称：建设工业 公告编号：2025-028 建设工业集团（云南）股份有限公司 关于参加云南辖区上市公司 2024 年度投资者 网上集体接待日活动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演APP，参 与本次互动交流，活动时间为2025年5月16日（周五）16:00-17:00。届时公司高管和 相关人员将在线就公司2024年度业绩、公司治理、发展战略、经营状况、融资计划、 股权激励和可持续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投 资者踊跃参与！ 特此公告。 建设工业集团（云南）股份有限公司董事会 2025年5月10日 为进一步加强与投资者的互动交流，建设工业集团（云南）股份有限公司（以下 简称"公司"）将参加由云南证监局指导，云南省上市公司协会与深圳市全景网络有 限公司联合举办的"2024年度云南辖区上市公司投资者网上集 ...

Group 1: Export Business - The company has export operations for light special equipment and automotive parts [1] - The company is actively involved in the export of light special equipment products [2] - There is a focus on military and police applications for products like robotic dogs and wolves [2] Group 2: Product Development and Innovation - The company is aligning its product layout with market demand and its own development situation [2] - There is an emphasis on digital transformation and embracing artificial intelligence for high-quality development [3] - The company is involved in the establishment of a humanoid robot innovation alliance, which is significant for its industrial development [3] Group 3: Strategic Goals and Market Position - The company aims to implement a "one core, two wings" industrial layout, focusing on advanced technology and a robust supply system for weaponry [3] - The company is committed to transforming its automotive parts business towards high-end, intelligent, and green products [3] - The company is monitoring global tariff policies and market dynamics to adapt its international strategy [4] Group 4: Financial and Shareholder Information - As of April 30, 2025, the number of shareholders is 75,000 [5] - Revenue distribution among special products, automotive parts, and new industries is to be confirmed through company announcements [5]

Group 1 - The military-civilian integration concept index rose by 2.90%, ranking 8th among concept sectors, with 160 stocks increasing in value [1][2] - Notable gainers included Morningstar Aviation with a 20% limit up, Aerospace Changfeng, Zongshen Power, and Construction Industry also hitting the limit up, while Aileda, New Light Optoelectronics, and Youluoka saw significant increases of 18.31%, 11.95%, and 10.51% respectively [1][2] - The sector experienced a net inflow of 2.781 billion yuan, with 117 stocks receiving net inflows, and 12 stocks exceeding 100 million yuan in net inflows, led by Zongshen Power with 832 million yuan [2][3] Group 2 - The top stocks by net inflow ratio included Aopu Optoelectronics, Zongshen Power, and Aerospace Changfeng, with net inflow ratios of 49.76%, 48.53%, and 34.86% respectively [3] - The military-civilian integration concept saw significant trading activity, with Zongshen Power, China Aviation Industry, and Morningstar Aviation leading in turnover rates of 8.12%, 2.79%, and 15.93% respectively [3][4] - The overall market sentiment for military-civilian integration stocks remains positive, as evidenced by the strong performance and substantial capital inflows [2][3]

Group 1 - The core viewpoint of the news is that the military equipment restructuring concept has seen a significant increase of 5.31%, leading the concept sector in terms of growth [1][2] - Within the military equipment restructuring concept sector, seven stocks experienced gains, with Hunan Tianyan and Construction Industry hitting the daily limit, while Changcheng Military Industry, Dong'an Power, and Huachuang Technology also showed notable increases of 6.23%, 5.46%, and 4.49% respectively [1][2] Group 2 - The military equipment restructuring concept sector attracted a net inflow of 423 million yuan from main funds today, with six stocks receiving net inflows [2][3] - The stock with the highest net inflow was Construction Industry, which saw a net inflow of 261 million yuan, followed by Hunan Tianyan, Changcheng Military Industry, and Dong'an Power with net inflows of 81.57 million yuan, 53.78 million yuan, and 16.46 million yuan respectively [2][3] - In terms of fund inflow ratios, Construction Industry, Hunan Tianyan, and Huachuang Technology had the highest net inflow rates of 19.42%, 18.58%, and 9.71% respectively [3]

Market Overview - The Shanghai Composite Index closed at 3328.43 points, above the six-month moving average, with an increase of 0.37% [1] - The total trading volume of A-shares reached 12152.25 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 144 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - JinHao Medical: 26.73% - SuAo Sensor: 19.75% - HuaWu Co., Ltd.: 17.98% [1] Stocks with Smaller Deviation Rates - Stocks with smaller deviation rates that have just crossed the six-month moving average include: - Aerospace Intelligent Manufacturing - Changqing Technology - China Merchants Highway [1] Performance of Selected Stocks - JinHao Medical: Today's increase of 29.96% with a turnover rate of 23.69% [1] - SuAo Sensor: Increased by 20.05% with a turnover rate of 8.96% [1] - HuaWu Co., Ltd.: Increased by 19.94% with a turnover rate of 20.89% [1] Additional Notable Stocks - Other stocks with notable performance include: - JiuDing Investment: 9.97% increase, 7.73% turnover rate - Arrow Home: 10.02% increase, 8.27% turnover rate - Construction Industry: 10.01% increase, 13.40% turnover rate [1]

Group 1 - The core viewpoint of the news is that the military equipment restructuring concept has seen a significant increase, with a rise of 3.43%, ranking sixth among concept sectors [1][2] - Within the military equipment restructuring sector, seven stocks experienced gains, with Zhongguangxue hitting the daily limit, and other notable performers including Jianshe Industrial, Dong'an Power, and Hunan Tianyan, which rose by 5.39%, 2.54%, and 2.51% respectively [1][2] Group 2 - The military equipment restructuring sector attracted a net inflow of 152 million yuan from main funds today, with five stocks receiving net inflows [2][3] - Zhongguangxue led the net inflow with 63.15 million yuan, followed by Jianshe Industrial, Chang'an Automobile, and Changcheng Military Industry, which saw net inflows of 45.55 million yuan, 32.11 million yuan, and 11.35 million yuan respectively [2][3] - In terms of fund inflow ratios, Zhongguangxue, Jianshe Industrial, and Changcheng Military Industry had the highest net inflow rates at 28.81%, 7.91%, and 7.22% respectively [3]

Industry Overview - The machine dog industry can be divided into upstream core components and software system development, midstream manufacturing of machine dogs, and downstream personal consumers and various application scenario commercial users [1] - The industry chain involves high-tech fields such as communication and artificial intelligence, with high technical barriers at each link [1] Upstream Components - Upstream components include sensors, reducers, motors, controllers, and joint actuators, as well as software and technologies like SLAM, machine vision, voice interaction, and operating systems [1] - The most commonly used reducers in machine dogs are harmonic reducers and planetary gear reducers, with planetary reducers being the preferred choice due to their compact structure, high reduction ratio, high torque transmission efficiency, and reliability [3][5] Midstream Manufacturing - Midstream manufacturing of machine dogs is categorized into military-grade, industrial-grade, and consumer-grade robots [1] Downstream Applications - Downstream applications include education, healthcare, security, reconnaissance, firefighting, and personal consumers [1] Sensor Technology - Environmental perception is crucial for machine dogs to achieve autonomy and adapt to complex environments, with multi-sensor fusion technology becoming an important trend [5][6] - Machine dogs require high perception capabilities, covering visual, tactile, auditory, and force perception [6] Sensor Types - Visual sensors utilize camera hardware and algorithms for environmental perception, with various types including structured light, ToF, and laser scanning [8] - LiDAR provides precise distance measurement and is effective in low-light or adverse weather conditions, making it essential for obstacle avoidance [8][9] - Ultrasonic sensors are cost-effective for long-distance obstacle detection but have limitations in detecting small or sound-absorbing objects [8] - Infrared sensors are compact and low-cost but can be affected by environmental light conditions [8] - Auditory sensors simulate human hearing for sound signal recognition [8] - Force/torque sensors monitor contact forces and joint stresses for dynamic balance and movement efficiency [8] - Inertial sensors (IMU) track the position and motion trajectory of machine dogs [8] Perception Technology Routes - The perception technology routes for machine dogs are divided into pure visual perception and LiDAR-based perception, with each having its advantages and disadvantages [11] - Multi-sensor fusion is a significant trend in sensor design for machine dogs to meet various downstream application needs, with high-end products using LiDAR and cost-effective products using ToF and cameras [12]

建设工业集团（云南）股份有限公司董事会 证券代码：002265 证券简称：建设工业 公告编号：2025-019 建设工业集团（云南）股份有限公司 关于 2024 年度重大资产重组业绩承诺实现情况说明 的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 建设工业集团（云南）股份有限公司（以下简称"公司"）按照《上市公司重大 资产重组管理办法》的有关规定，对业绩承诺资产 2024 年度业绩承诺实现情况说明如 下： 一、重大资产重组的基本情况 经中国证券监督管理委员会《关于核准云南西仪工业股份有限公司向中国兵器装 备集团有限公司发行股份购买资产并募集配套资金申请的批复》（证监许可〔2022〕 2342 号）核准，公司以发行股份方式购买中国兵器装备集团有限公司（以下简称"兵 器装备集团"）持有重庆建设工业（集团）有限责任公司 100%的股权。本次发行 629,943,382 股股票，发行面值 1 元。 2022 年 11 月 30 日，公司办理完毕资产过户事宜，此次发行股份购买资产已经中 兴华会计师事务所（特殊普通合伙）审验，并出具《云南西仪工业股份有限公司验资 ...

建设工业集团（云南）股份有限公司 2024 年度监事会工作报告 2024 年度，建设工业集团（云南）股份有限公司（以下简称"公司"）监事会根 据《中华人民共和国公司法》（以下简称"《公司法》"）《中华人民共和国证券法》 （以下简称"《证券法》"）《公司章程》和《监事会议事规则》等有关规定，本着 对全体股东负责的精神，恪尽职守，认真履行各项职权和义务，充分行使对公司董事 及高级管理人员的监督职能，对公司重大决策及经济运行进行了监督，现将 2024 年度 监事会主要工作报告如下： 一、监事会工作情况 （一）监事会会议召开、列席董事会会议和出席股东大会情况 建设工业集团（云南）股份有限公司监事会 报告期内，监事会共召开监事会会议5次，其中定期会议4次，临时会议1次，审议 议案共计33项。审议内容主要涉及董事会决策经营目标、方针；公司年度财务预算、 决算、重大投资等方案；公司内控制度的建立和执行情况；其他有关股东利益，公司 发展等内容。 2. 列席董事会会议和出席股东大会情况 报告期内，监事会成员列席2024年度董事会会议4次，出席报告期内董事会召集召 开的股东大会4次。审议董事会相关决议，审议主要内容涉及公司经营目 ...