达实智能在互动平台表示，沐曦股份为公司"AI+物联网"开放实验室的首批入驻单位之一，双方共同探 索更多AI+园区的应用场景。此外，公司物联网技术和产品已服务沐曦股份园区，助力打造高效智慧， 安全温暖的工作空间。 ...

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].

Core Insights - The article discusses the recent developments in the investment banking sector, highlighting key trends and shifts in market dynamics [1] Group 1: Market Trends - There has been a noticeable increase in mergers and acquisitions activity, with a reported growth of 15% year-over-year in deal volume [1] - Investment banks are adapting to changing regulatory environments, which are impacting their operational strategies and profitability [1] Group 2: Company Performance - Major investment banks have reported a 10% increase in revenue for the last quarter, driven by strong performance in advisory services [1] - Cost-cutting measures have been implemented across the industry, resulting in a 5% reduction in operational expenses [1] Group 3: Future Outlook - Analysts predict continued growth in the investment banking sector, with an expected increase in deal-making activity as economic conditions stabilize [1] - The shift towards digital transformation is anticipated to enhance efficiency and client engagement in the coming years [1]

Core Insights - The article discusses the strategic partnership between Dasan Intelligent and Rockwell Automation, highlighting the company's transition from a follower to an innovator in the AIoT space [1][2] - Dasan Intelligent aims to become a global leader in smart space services by leveraging its intelligent IoT platform to provide comprehensive lifecycle services [1][4] Strategic Partnership - Dasan Intelligent signed a strategic cooperation agreement with Rockwell Automation at the China International Import Expo, focusing on collaboration in low-carbon energy, biolabs, and smart healthcare [1][2] - The partnership builds on over 20 years of friendly cooperation between the two companies [1] R&D and Innovation - The company has shifted from merely acting as an agent for imported products to developing its own systems, such as access control and AIoT platforms, to meet specific customer needs [2][3] - Dasan Intelligent emphasizes the importance of customized solutions to address the rapidly changing and specific demands of clients in sectors like smart buildings and healthcare [2] Market Position and Coverage - Dasan Intelligent has achieved significant market penetration, serving 57 manufacturing listed companies in Shenzhen, with a coverage rate of 61.29%, and 153 companies nationwide with a coverage rate of 56.9% [3][4] - The company has improved its bid success rate for smart office projects in the Greater Bay Area to 50% [3] AIoT Platform Growth - The company reported a 102.9% year-on-year increase in contract amounts related to its AIoT platform, driven by the emergence of domestic AI language models and long-term investments in AI applications [4][5] - The latest version of the AIoT platform integrates real-time IoT data with generative AI capabilities, enhancing user experience and functionality [5] Future Outlook - Despite current industry challenges, the emphasis on digital economy and rapid AI advancements present numerous opportunities for growth [6] - Dasan Intelligent has provided smart services to over 3,000 large and medium-sized enterprises across more than 200 cities, establishing a strong foundation for future development [6]

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]