Core Insights - The article highlights the expansion of various Chinese companies into international markets, showcasing their growth and strategic initiatives in different regions [5][6][7][9][10]. Group 1: Didi's International Expansion - Didi's international business has expanded to 14 countries and regions across Latin America, Asia-Pacific, and Africa, with a year-on-year order volume growth of 13.8% in Q3 2025, reaching 4.685 billion orders [5]. - The international segment continues to grow at over 20%, driven by investments in key markets like Brazil and Mexico [5]. Group 2: Logistics and E-commerce Developments - Cainiao has launched a cross-border small package service covering eight African countries, with plans to expand to South Africa and Egypt by the end of December, offering competitive pricing and enhanced logistics efficiency [6]. - Temu has partnered with the UK Royal Mail to enhance its local fulfillment system, adding over 24,000 package drop-off points, aiming for 80% of its European sales to come from local sellers [6]. Group 3: Automotive Industry Moves - Leap Motor has officially entered the South American market, launching its electric vehicles in Brazil and Chile, with plans to establish a network of dealerships across 27 cities in Brazil by 2025 [9]. - Avita has also entered the Latin American market, launching its Avita 11 model in Brazil, supported by local partnerships for market entry and sales [9]. Group 4: Technology and Innovation - WeRide and Uber have initiated a Level 4 autonomous Robotaxi service in Abu Dhabi, marking the first of its kind in the Middle East [6]. - JD FinTech has partnered with Banking Circle to provide cross-border payment solutions for global enterprises, enhancing financial flexibility and compliance [7]. Group 5: Robotics and AI Developments - The global humanoid robot market is projected to see annual sales exceed 10 million units by 2035, with a market size reaching $260 billion, indicating significant growth potential in the coming years [15]. - Beijing's government is actively supporting humanoid robot companies to expand internationally, fostering global collaboration and innovation in the robotics sector [15].

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● 本报记者 黄灵灵 在近期结束的第八届中国国际进口博览会上，达实智能与美国企业罗克韦尔自动化签署了战略合作协 议。代表达实智能签约的，正是公司9月份新任命的总经理苏俊锋。 从早期参与进口设备代理到牵头自主研发核心产品，从主导物联网平台从0到1搭建到带领团队攻克AI 应用难题……苏俊锋的职业成长轨迹，始终与企业从"跟随者"到"创新者"的转型之路紧密相连。如今， 站在AIoT技术爆发的新起点，他正带领达实智能开启智慧空间服务的全新征程。 苏俊锋表示，面向"十五五"，达实智能的战略目标是基于智能物联网平台，聚合模块化的空间场景应 用，为用户提供全生命周期的智慧服务，致力于成为全球领先的智慧空间服务商。 "贴身"服务客户 深耕自主研发 中国证券报：可否介绍公司此次与罗克韦尔自动化的战略合作情况？ 苏俊锋：11月初，我在第八届中国国际进口博览会现场，与罗克韦尔自动化完成了这次战略合作签约。 罗克韦尔自动化是一家在工业自动化、信息化和数字化转型领域具有领先优势的企业，之前和我们已有 20多年的友好合作经历。未来，我们将围绕低碳能源、生物实验室、智慧医疗等领域深度协作。 除了罗克韦尔自动化，达实智能在智能建筑领域还合作过 ...

Group 1: AI Applications and Innovations - The company has developed an AIoT platform that integrates real-time IoT data with domestic large language models, enhancing AI applications in various sectors [1] - New generative AI applications include features like booking meeting rooms and providing energy-saving suggestions, aimed at improving management efficiency in enterprises, hospitals, and transportation [1] Group 2: Strategic Partnerships - In November 2025, the company formed a strategic partnership with Rockwell Automation, focusing on low-carbon energy, smart healthcare, and biolabs, leveraging over 20 years of collaboration [2] - The partnership aims to combine IoT technology with AIoT platform capabilities to support digital upgrades for Chinese enterprises [2] Group 3: Client Base and Market Reach - The company primarily serves clients in finance, technology, and high-end manufacturing, including notable clients like China Merchants Securities and ByteDance [3] - As of the end of 2024, the company has serviced 61.3% of Shenzhen's large manufacturing listed companies and 56.9% of listed companies with a market value over 50 billion [3] Group 4: Value Proposition of AIoT Platform - The AIoT platform enhances smart management, leading to improved operational efficiency and decision-making through real-time data analysis [5] - Economic benefits include over 25% improvement in energy efficiency for central air conditioning and a reduction in property management costs by more than 25% [5] - The platform also enhances employee experience by automating routine tasks, allowing staff to focus on higher-value activities, thus improving overall work efficiency [5]

Core Viewpoint - The company anticipates pressure on net profit attributable to shareholders due to asset disposal and debt restructuring, alongside a decline in operating revenue before the third quarter of 2025 [2] Group 1: Financial Performance - The company is facing challenges with net profit due to the impact of asset disposal and debt restructuring [2] - There is a noted decline in operating revenue, contributing to the pressure on financial performance [2] Group 2: Management Response - The management acknowledges the gap between performance pressures and investor expectations [2] - The company plans to continuously optimize internal management and risk control to improve operational quality [2] - Efforts will be made to enhance the long-term investment value of the company [2]

Core Insights - DaShi Intelligent has signed a strategic cooperation agreement with Rockwell Automation, focusing on low-carbon energy, biomedical laboratories, and smart healthcare [1][2] - The company aims to become a global leader in smart space services by leveraging its intelligent IoT platform to provide comprehensive lifecycle services [1][4] Strategic Cooperation - The partnership with Rockwell Automation builds on over 20 years of collaboration, enhancing capabilities in industrial automation and digital transformation [2] - DaShi Intelligent has previously partnered with Honeywell, transitioning from a sales agent to a self-research and development-focused company [2] User-Centric Innovation - The company emphasizes the need for customized solutions to meet specific user demands in smart buildings and hospitals, which often cannot be addressed by standardized products from multinational corporations [3] - Information security and cost optimization are critical factors driving the company's innovation efforts, with significant reductions in costs for domestic products compared to imported ones [3] Achievements and Goals - DaShi Intelligent's strategic goal for 2030 is to provide modular space applications and achieve a market penetration rate of 53.3% for its AIoT platform in enterprise and park intelligence projects by 2024 [4][5] - The company has successfully served 57 manufacturing listed companies in Shenzhen, achieving a coverage rate of 61.29% [4] Growth Factors - The significant growth in the AIoT platform's contract value, which increased by 102.9% year-on-year, is attributed to the emergence of domestic AI language models and long-term investments in AI applications [5][6] - Key growth strategies include increased R&D investment, market engagement through experiential marketing, and a focus on talent development [6] Commitment to Values - DaShi Intelligent's approach to innovation is rooted in understanding user needs, with a philosophy of "professionalism + sincerity" to create sustainable value [7][8] - The company has a history of developing products that meet user requirements, such as the first self-developed access control system in 1997, which provided cost-effective solutions compared to imported products [7][8] Future Outlook - Despite industry challenges, the emphasis on digital economy and rapid AI technology development presents opportunities for growth [9] - DaShi Intelligent has provided smart services to over 3,000 large and medium-sized enterprises across more than 200 cities, establishing a solid foundation for future development [9][10]

证券代码：002421 证券简称：达实智能 公告编号：2025-104 深圳达实智能股份有限公司 关于使用部分闲置募集资金进行现金管理的进展 公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳达实智能股份有限公司（以下简称"达实智能"或"公司"）于 2025 年 8 月 13 日召开了第八届董事会第二十一次会议，审议通过了《关于使用部分 闲置募集资金进行现金管理的议案》，为提高资金使用效率，增加存储收益，保 护投资者的权益，在确保不影响募集资金投资项目建设、不变相改变募集资金使 用用途、不影响公司正常运营及确保资金安全的情况下，同意公司使用不超过 5000 万元（含 5000 万元）闲置募集资金进行现金管理。自公司董事会审议通过 之日起 12 个月内有效，在决议有效期内，公司可根据产品期限在可用资金额度 内滚动使用。具体内容详见公司 2025 年 8 月 15 日披露于《证券时报》《证券日 报》和公司指定信息披露网站巨潮资讯网（http://www.cninfo.com.cn）的《关 于使用部分闲置募集资金进行现金管理的公告》（公告编号：2025-06 ...

Core Viewpoint - The company, Dasan Intelligent, primarily serves the domestic market with its smart and energy-saving business, while focusing on Southeast Asia and the Middle East for overseas markets. The company reported no direct revenue from Japan in the first three quarters of 2025, indicating that changes in Sino-Japanese relations do not significantly impact its operations [1]. Group 1 - The company's smart and energy-saving business mainly targets the domestic market [1] - The overseas market focus is on Southeast Asia and the Middle East [1] - There has been no direct revenue from Japan before the third quarter of 2025 [1] Group 2 - Changes in Sino-Japanese relations do not have a significant impact on the company's operations [1]

Market Overview - The medical consumables supply chain SPD sector experienced a decline of 1.42% on November 19, with Ailong Technology leading the drop [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Stock Performance - Key stocks in the medical consumables supply chain SPD sector showed mixed performance, with Jianfa Zhixin rising by 3.19% to a closing price of 34.00, while several others, including Guoyao Yici and Jiuzhoutong, saw declines of 0.55% and 0.59% respectively [1] - The trading volume and turnover for Jianfa Zhixin were 180,800 hands and 620 million yuan, respectively [1] Capital Flow - The medical consumables supply chain SPD sector saw a net outflow of 99.05 million yuan from main funds, while retail investors contributed a net inflow of 74.72 million yuan [2] - Notable individual stock capital flows included Jianfa Zhixin with a net inflow of 70.39 million yuan from main funds, while Ailong Technology experienced a net outflow of 2.99 million yuan [3]

Market Overview - The medical consumables supply chain SPD sector experienced a decline of 1.51% on November 17, with the leading stock, Kaikai Industrial, falling significantly [1] - The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1] Stock Performance - Notable gainers in the SPD sector included: - Langma Information: closed at 14.57, up 1.75% with a trading volume of 69,100 shares and a turnover of 100 million yuan - Dashi Intelligent: closed at 3.04, up 1.00% with a trading volume of 527,100 shares and a turnover of 160 million yuan - Guoxin Health: closed at 10.05, up 0.60% with a trading volume of 103,900 shares and a turnover of 104 million yuan [1] - Major decliners included: - Kaikai Industrial: closed at 14.83, down 4.14% with a trading volume of 312,500 shares and a turnover of 463 million yuan - Jianfa Zhixin: closed at 34.76, down 3.44% with a trading volume of 137,400 shares and a turnover of 481 million yuan - Yingte Group: closed at 11.85, down 2.79% with a trading volume of 87,300 shares and a turnover of 104 million yuan [2] Capital Flow - The SPD sector saw a net outflow of 244 million yuan from institutional investors, while retail investors contributed a net inflow of 241 million yuan [2] - The detailed capital flow for selected stocks showed: - Guokai Hengtai: net inflow of 7.31 million yuan from institutional investors - Dashi Intelligent: net outflow of 8.11 million yuan from retail investors - Langma Information: net outflow of 1.80 million yuan from retail investors [3]