Core Insights - The chairman of Zhouming Group, Lin Mingfeng, emphasized that 2025 will be a critical year for the acceleration of AI integration into everyday life, driven by a combination of policy, technology, and ecosystem factors [1] - Zhouming Group aims to focus on "industry-specific model customization" and "AI application implementation" to transform large screens into intelligent interactive interfaces [1] - The company introduced the "Smart Display Robot" as a new growth avenue, along with the "4321" solution system, targeting various sectors such as government, education, exhibition, and marketing [1] Company Developments - Zhouming Group signed a cooperation agreement with Zhihui and Yuankeshi to establish Shenzhen Zhixian Robot Co., Ltd., which will focus on creating an innovative ecosystem in the AI smart terminal field [1] - The new company will provide comprehensive support from industry model training to hardware and software integration, facilitating the deployment of AI in various scenarios [1] - Zhouming Group's Central Research Institute released a series of AI products, including a new AI smart integrated machine and outdoor smart LED, showcasing the integration of LED and AI technologies [2]

Core Viewpoint - The company plans to establish a joint venture named Shenzhen Zhixian Robot Technology Co., Ltd. with a total registered capital of 50 million RMB, aiming to integrate core technological advantages and create an AI intelligent terminal ecosystem [2][4][17]. Summary by Sections 1. Overview of Related External Investment - The joint venture will be formed by the company's wholly-owned subsidiary, Beijing Yuanke Shijie Technology Co., Ltd., along with Shenzhen Zhouming Technology Co., Ltd. and its affiliate, Beijing Zhipu Huazhang Technology Co., Ltd. [2][4]. - The investment amounts are as follows: Zhouming Technology will contribute 25 million RMB (50% stake), Zhipu will contribute 15 million RMB (30% stake), and Yuanke Shijie will contribute 10 million RMB (20% stake) [2][4]. - The investment aims to build an integrated solution combining hardware terminals, algorithm models, and interactive perception technologies for various applications in education, meetings, and cultural tourism [4][17]. 2. Investment Details - The joint venture's registered capital is set at 50 million RMB, with all parties contributing cash from their own funds [12][9]. - The pricing for the investment was agreed upon at 1.00 RMB per registered capital, deemed fair and reasonable [10]. 3. Management Structure - The joint venture will have a board of directors consisting of five members, with Zhouming Technology nominating three, Zhipu nominating one, and Yuanke Shijie nominating one [8]. - Key management positions will include a general manager, a deputy general manager, a CFO, and a CTO, with nominations distributed among the partners [8]. 4. Impact on the Company - This investment aligns with the company's strategic development, enhancing resource integration and improving sustainable growth and competitive advantage [17]. - The funding for this transaction will not affect the company's normal operations, as it is sourced from self-owned funds [17]. - The transaction does not involve management changes or new competitive situations post-completion [18][19]. 5. Approval Process - The transaction has been approved by the company's independent directors and the board of directors, and does not require shareholder meeting approval [21][24].

Core Viewpoint - The company plans to establish a joint venture named Shenzhen Zhixian Robot Technology Co., Ltd. with two partners, aiming to integrate core technological advantages to create an innovative ecosystem in the AI smart terminal field [1] Investment Details - The registered capital of the joint venture is set at 50 million yuan, with the company contributing 25 million yuan for a 50% stake, while its partners will contribute 15 million yuan (30% stake) and 10 million yuan (20% stake) respectively [1] Strategic Objectives - The investment aims to build a comprehensive solution that combines algorithm models, hardware terminals, and perceptual interaction, providing full-chain support for AI smart terminals from model training to software and hardware integration [1] Product Development - The joint venture's products will leverage foundational capabilities such as LLM, LED, and image visual interaction, integrating multimodal capabilities like voice interaction, image recognition, intelligent Q&A, and real-time translation [1] Application Areas - The solutions will be widely applied in sectors such as education, meetings, and cultural tourism, facilitating the "embodiment of display" in intelligent agents and promoting industry intelligence upgrades [1]

Financial Performance Highlights - San Chuan Wisdom reported a net profit of 143.89 million yuan, a year-on-year increase of 101.23%, with total revenue of 827.84 million yuan, down 25.53% [1] - Dian Guang Media achieved a net profit of 132.11 million yuan, up 116.61%, with revenue of 3.19 billion yuan, an increase of 16.32% [1] - Jin Kai BioScience's net profit surged by 163.24% to 103.43 million yuan, with revenue of 487.72 million yuan, up 25.96% [2] - He Ren Technology's net profit skyrocketed by 1,292.86% to 12.94 million yuan, despite a slight revenue decline of 0.33% to 263.46 million yuan [3] - Ming Tai Aluminum's net profit for Q3 increased by 35.94% to 464 million yuan, while total revenue for the first three quarters was 25.87 billion yuan, up 9.38% [4] - Jin Cai Interconnect reported a staggering net profit growth of 1,697.84% to 57.52 million yuan, with revenue of 750.02 million yuan, down 17.32% [5] - Chi Feng Gold's Q3 net profit rose by 140.98% to 951 million yuan, with revenue of 3.37 billion yuan, up 66.39% [6] - Chu Jiang New Materials reported a net profit of 355.17 million yuan, a year-on-year increase of 2,089.49%, with revenue of 44.19 billion yuan, up 13.29% [8] - Guo Xuan High-Tech's net profit increased by 514.35% to 2.53 billion yuan, with revenue of 29.51 billion yuan, up 17.21% [16] - Sichuan Changhong's Q3 net profit grew by 690.83% to 50.7 million yuan, despite a revenue decline of 2.69% to 25.18 billion yuan [17] - Kewo Technology's Q3 net profit surged by 7,161% to 438 million yuan, with revenue of 4.20 billion yuan, up 29.26% [16] Strategic Developments - GreenMei signed a strategic cooperation framework agreement with Xiamen Xatong New Energy to supply 150,000 tons of battery materials annually from 2026 to 2028 [4] - Hunan Development plans to invest 2.4 billion yuan in a photovoltaic power generation project with a capacity of 800MW [9] - Weston intends to use 160 million yuan of raised funds to acquire and increase investment in Liangtou Technology, aiming for a controlling stake [7] - Zhaopin Technology announced a joint investment with Zhizhu and Yuankeshi to establish Shenzhen Zhixian Robot Technology Co., with a registered capital of 50 million yuan [12] - Jiangsu Long Power's controlling shareholder secured a loan of up to 7.2 billion yuan specifically for stock repurchase [22][23]

10月24日，洲明科技(300232.SZ)公告称，公司拟与北京智谱华章科技股份有限公司、北京元客视界科 技有限公司共同投资设立深圳市智显机器人有限公司，注册资本5000万元。其中，公司以自有资金认缴 出资 2,500 万元，持股50%。智谱认缴出资1,500万元，持股30%；元客视界认缴出资1,000万元，持股 20%。 本次对外投资旨在整合三方核心技术优势，以技术协同构建AI智能终端领域的创新生态体系，三方协 同构建"算法模型+硬件终端+感知交互"的一体化解决方案，不仅为AI智能终端提供从垂类模型训练到 软硬件集成的全链条支持，更通过技术融合推动智能体在教育、会议、文旅等场景的"显示具身化"落 地，助力行业智能化升级。 公告编号:2025-095 证券代码:300232 证券简称:洲明科技 深圳市洲明科技股份有限公司 关于投资设立控股子公司的自愿性信息披露公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整,没有虚假 记载、误导性陈述或者重大遗漏。 重要内容提示: ● 投资标的名称:深圳市智显机器人科技有限公司(暂定名,最终以工商 行政管理机关核准登记为准,以下简称"智显机器人")。 ● 投资金额 ...

每经AI快讯，洲明科技（SZ 300232，收盘价：7.97元）10月24日晚间发布公告称，近日，公司与智 谱、元客视界签署合作协议，拟共同投资设立深圳市智显机器人有限公司，注册资本5000万元，其中公 司以自有资金认缴出资2500万元，持股50%；智谱认缴出资1500万元，持股30%；元客视界认缴出资 1000万元，持股20%。 2025年1至6月份，洲明科技的营业收入构成为：LED光电行业占比100.0%。 截至发稿，洲明科技市值为87亿元。 每经头条（nbdtoutiao）——中国创新药，今年海外授权已卖出800亿美元！对话创东方投资合伙人卢 刚：生物医药二级市场火热，一级市场为何募资遇冷？ （记者 王晓波） ...

Core Viewpoint - The company, Zhouming Technology, has announced a collaboration with Zhipu and Yuankeshi to establish a new company focused on integrated solutions in robotics, indicating a strategic move towards enhancing its capabilities in the robotics sector [1] Group 1: Partnership Details - Zhouming Technology has signed a cooperation agreement with Zhipu and Yuankeshi to jointly invest in Shenzhen Zhixian Robotics Co., Ltd. (tentative name) [1] - The registered capital for the new company is set at 50 million yuan, with Zhouming contributing 25 million yuan for a 50% stake [1] - Zhipu will invest 15 million yuan for a 30% stake, while Yuankeshi will contribute 10 million yuan for a 20% stake [1] Group 2: Business Focus - The three parties aim to collaboratively develop an integrated solution that combines "algorithm models + hardware terminals + perception interaction" [1]

证券代码：300232 证券简称：洲明科技 公告编号：2025-095 投资标的名称：深圳市智显机器人科技有限公司（暂定名，最终以工商 行政管理机关核准登记为准，以下简称"智显机器人"）。 投资金额：深圳市洲明科技股份有限公司（以下简称"公司"或"洲明 科技"）与北京智谱华章科技股份有限公司（以下简称"智谱"）、北京元 客视界科技有限公司（凌云光技术股份有限公司全资子公司，以下简称"元 客视界"）共同投资设立智显机器人，注册资本 5,000 万元，其中公司以自 有资金认缴出资 2,500 万元，持股 50%。 本次对外投资不构成关联交易，亦不构成《上市公司重大资产重组管理 办法》规定的重大资产重组。 风险提示：智显机器人尚未设立，尚需办理注册登记等相关手续，能否 完成相关审批手续存在不确定性。在未来实际经营中，标的公司可能面临宏 观经济、行业政策、市场环境及产业发展、经营管理、技术研发等多方面因 素的影响，存在一定的市场风险、经营风险、未来业务进展不达预期等风险。 敬请广大投资者理性投资，注意投资风险。 一、对外投资概述 1、对外投资的基本情况 近日，公司与智谱、元客视界签署合作协议，拟共同投资设立深圳市智显 ...

Core Viewpoint - The announcement indicates that Lingyun Guang plans to establish a joint venture with Shenzhen Zhouming Technology Co., Ltd. and Beijing Zhipu Huazhang Technology Co., Ltd. to enhance AI technology applications in various sectors [1] Group 1: Joint Venture Details - The joint venture, named Shenzhen Zhixian Robot Technology Co., Ltd., will have a registered capital of 50 million yuan [1] - Beijing Yuanke Shijie Technology Co., Ltd. will invest 10 million yuan, holding a 20% stake in the joint venture [1] Group 2: Strategic Objectives - The investment aims to integrate the core technological advantages of the three parties to build an innovative ecosystem for AI smart terminals [1] - The focus will be on promoting the application of intelligent agents in education, meetings, and cultural tourism [1] Group 3: Transaction Classification - This transaction is classified as a related party transaction but does not constitute a major asset restructuring [1] - The transaction has been approved by the company's board of directors [1]

Core Insights - The optical and optoelectronic sector increased by 1.57% on October 21, with Huashu Holdings leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Sector Performance - Huashu Holdings (000509) closed at 3.45, with a rise of 9.87% and a trading volume of 794,300 shares, totaling a transaction value of 268 million yuan [1] - Zhouming Technology (300232) closed at 7.87, up 8.10%, with a trading volume of 850,800 shares, totaling 662 million yuan [1] - Dongtian Micro (301183) closed at 103.50, increasing by 7.86%, with a trading volume of 106,100 shares, totaling 1.066 billion yuan [1] - Aolide (688378) closed at 25.74, up 7.52%, with a trading volume of 109,200 shares, totaling 278 million yuan [1] - Weida Optoelectronics (920001) closed at 21.59, increasing by 6.20%, with a trading volume of 29,900 shares, totaling 63.67 million yuan [1] Fund Flow Analysis - The optical and optoelectronic sector experienced a net outflow of 134 million yuan from institutional funds, while retail investors saw a net inflow of 415 million yuan [2] - The overall trend indicates a mixed sentiment among different types of investors within the sector [2]