| 002241 | 歌尔股 | 5.61 | 5.05 | 22.57 | 23.16 | 2.63 | | --- | --- | --- | --- | --- | --- | --- | | | 份 | | | | | | | 001236 | 弘业期 | 5.94 | 17.49 | 9.23 | 9.46 | 2.53 | | | 货 | | | | | | | 300837 | 浙矿股 | 2.43 | 1.76 | 21.02 | 21.53 | 2.44 | | | 份 | | | | | | | 601 1 1 1 | 中国国 | 3.15 | 0.73 | 7.37 | 7.53 | 2.14 | | | 航 | | | | | | | 002373 | 千方科 | 3.03 | 2.14 | 9.33 | 9.53 | 2.14 | | | 技 | | | | | | | 300691 | 联合光 | 3.19 | 3.62 | 18.06 | 18.45 | 2.14 | | | 电 | | | | | | | 300596 | 利安隆 | 2.20 | 1.31 | 28.23 | ...

2025.05. 12 作者 | 一财资讯 5月12日，三大股指集体收涨，上证指数报收3369.24点，涨0.82%；深成指报收10301.16点，涨 1.72%；创业板指报收2064.71点，涨2.63%。 盘面上，军工股掀涨停潮，机器人、消费电子、金融科技概念股活跃，黄金、创新药、电力题材调 整。 中船系领涨，截至收盘，昆船智能20%涨停，中国船舶涨超9%，中国重工涨超7%，中国海防、久之 洋、中船应急等跟涨。 军工股掀涨停潮，航天南湖、华如科技20%涨停，中超控股、苏州龙杰、天箭科技、成飞集成、贵航 股份等涨停。 国元证券： 震荡上行是当前主基调，中期积极，短期仍需注意节奏。 国泰海通： 近期市场流动性出现新的变化，高风险偏好资金延续回流A股的趋势，并且在节后持续 增配科技行业，其中ETF与两融资金均增持电子与计算机。对A股投资者来说，短期可考虑以红利资 产为底仓，由于多数景气方向近期市场都有一定反应，需要以较高标准进行精选，适度参与新主题， 看好以机器人、军工、AI为代表的科技方向。 微信编辑 | 生产队的驴（下工版） 推荐阅读 【资金流向】 主力资金全天净流入国防军工、机械设备、电力设备等板块，净流 ...

军工股再度暴涨背后两大原因 金十数据5月12日讯，今天早盘，军工板块再度大涨。中国船舶盘中触及涨停，昆船智能、航天南湖、 中航成飞、华如科技、雷科防务、七一二、成飞集成、天箭科技、贵航股份等超30股封板或涨幅超 10%，军工ETF大涨近6%。在印巴冲突局势缓和的背景之下，军工板块再度强势着实超出预期。那么， 究竟发生了什么？首先，《人民日报》昨日发表《加快解放和发展新质战斗力》一文提出，当前，新一 轮科技革命和产业变革蓬勃发展，大量高新技术武器用于实战，智能技术、无人装备、大数据应用等成 为战斗力新的增长点。其次，2024年全球军贸销售额1116亿美元，潜力比较大。 （券商中国） ...

| | 创 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 300337 | 银邦股 | 3.12 | 1.20 | 10.76 | 10.92 | 1.47 | | | 份 | | | | | | | 002913 | 奥士康 | 1.53 | 0.54 | 25.50 | 25.87 | 1.45 | | 600372 | 中航机 | 5.30 | 1.31 | 11.95 | 12.12 | 1.45 | | | 载 | | | | | | | 002353 | 杰瑞股 | 4.96 | 1.39 | 33.57 | 34.05 | 1.43 | | | 份 | | | | | | | 601106 | 中国一 | 2.63 | 0.49 | 2.69 | 2.73 | 1.34 | | | 重 | | | | | | | 300707 | 威唐工 | 2.66 | 1.84 | 13.71 | 13.89 | 1.34 | | | 业 | | | | | | | 301558 | 三态股 | 1.48 | 9.08 | 8.80 | ...

Group 1 - A surge in A-share military stocks has been observed, with several companies hitting the 20% daily limit increase, including Aerospace Nanhu, Kunshan Intelligent, AVIC Chengfei, and Huaru Technology [1][2] - The sudden rise in military stocks is primarily attributed to the recent India-Pakistan conflict, which, despite an announced ceasefire, is expected to enhance the reputation of China's military industry [2][3] - The People's Daily published an article titled "Accelerate the Liberation and Development of New Quality Combat Power," which may further increase market attention on military stocks, indicating potential for short-term volatility and activity [2][3] Group 2 - From a fundamental industry perspective, 2025 is expected to be a year of rapid demand release as part of the "14th Five-Year Plan," with noticeable improvements in the fundamentals of certain companies since February 2025, particularly in the aerospace and missile sectors [3] - The military stock sector continues to hold long-term investment value, suggesting ongoing opportunities for allocation in this area [3]

Group 1: Company Performance - The company's 2024 revenue reached 2 billion CNY, with a net profit of 6.4 million CNY [7] - The profit decline is attributed to intensified market competition and strategic project involvement, leading to compressed profit margins [5] - The company plans to enhance market share and optimize management processes to achieve performance growth in 2025 [4] Group 2: Research and Development Focus - Current R&D efforts are concentrated on upgrading existing products and developing new product lines, particularly in the tobacco industry [3] - The company is advancing into new sectors, such as renewable energy and semiconductors, with a focus on automation in battery production [3] - Continuous investment in R&D is aimed at maintaining technological leadership and developing proprietary solutions [4] Group 3: International Market Strategy - The company is actively pursuing internationalization in response to the "Belt and Road" initiative, establishing capabilities for overseas market expansion [2] - The impact of U.S. tariffs on exports is minimal due to a stable supply chain, with only a small portion of components sourced from North America [5] Group 4: Operational Challenges and Strategies - The company faces challenges in cost control when entering new industries, which can lead to low project gross margins [5] - To improve profitability, the company is implementing reforms to enhance operational efficiency and establish a clear organizational structure [6] - The company is focusing on smart manufacturing upgrades to mitigate cyclical risks in traditional sectors like tobacco and liquor [8]

昆船智能技术股份有限公司（以下简称"公司"）《2024年年度报告》 全文及《2024年年度报告摘要》《2025年第一季度报告》已于2025年4月21 日在巨潮资讯网（www.cninfo.com.cn）上进行了披露。为便于广大投资者 进一步了解公司2024年度、2025年第一季度的经营情况，公司将于2025年5 月9日（星期五）下午15:00至16:00在全景网举行2024年度暨2025年第一季 度网上业绩说明会。本次业绩说明会将采用网络远程的方式举行，投资者可 登录全景网"投资者关系互动平台"（https://ir.p5w.net）参与本次业 绩说明会，进行互动交流。 出席本次网上业绩说明会的人员有：公司总经理鲍朝阳先生、财务负责 人马莉女士、董事会秘书姜荣奇先生、独立董事杨勇先生、保荐代表人田斌 先生。 为充分尊重投资者、提升交流的针对性，现就本次2024年度暨2025年第 一季度网上业绩说明会提前向投资者公开征集问题，广泛听取投资者的意见 和 建 议 。 投 资 者 可 于 2025 年 5 月 7 日 （ 星 期 三 ） 17:00 前 访 问 https://ir.p5w.net/zj/，或扫描下方 ...

内容概要：智能仓储物流系统是利用先进技术来优化和自动化仓库运营的各个方面。随着物联网、大数 据、云计算、人工智能、数字孪生等新一代信息通信技术的快速发展。我国经济进入转型升级阶段，国 内企业生产规模日趋扩大、企业管理信息化的日益普及，人工、成本、仓储租金等则在不断上升，各行 业对于减少人工成本、提高效率及良品率、节约仓储面积及生产模式转变等需求十分迫切，各类企业对 现代物流及先进物流技术与设备的需求与日俱增，促进智能物流系统的快速发展。2018年我国智能仓储 物流系统市场规模为319.2亿元，预计2025年有望达到1350亿元。在经济全球化、互联网技术等多重因 素推动下，以信息技术为核心、强调物流智能化和自动化、强化资源整合和物流全过程优化的现代物流 系统已成为物流行业发展的方向，各行业大中型企业需要广泛建设智能化的生产与物流系统，市场需求 将进一步涌现，智能仓储物流系统应用前景广阔。 上市企业：音飞储存（603066）、德马科技（688360）、北自科技（603082）、诺力股份（603611）、 今天国际（300532）、兰剑智能（688557）、井松智能（688251）、中科微至（688211）、昆船能 ...

转自：前瞻产业研究院 行业主要上市公司：东杰智能(300486)、诺力股份(603611)、机器人(300024)、德马科技(688360)、兰剑 智能(688557)、科捷智能(688455)、昆船智能(301311)等; 本文核心数据：中国智能物流装备行业市场规模 2024年中国智能物流装备行业市场规模约1100亿元 智能物流装备即为在物流业存储、输送、分拣等基本活动环节中利用条形码、射频识别技术、传感器、 全球定位系统等先进技术的产品。2024年中国智能物流装备行业市场规模约1100亿元，近两年行业复合 增速15.64%。 细分产品市场 智能物流装备分为智能仓储装备、智能分拣装备、智能搬运市场和物流机器人。数据显示，2023年智能 仓储装备市场和智能分拣装备市场是中国智能物流装备行业最大的两个细分产品市场，占比分别达到 36%和33%。 更多本行业研究分析详见前瞻产业研究院《中国智能物流装备行业发展前景预测与投资战略规划分析报 告》 同时前瞻产业研究院还提供产业新赛道研究、投资可行性研究、产业规划、园区规划、产业招商、产业 图谱、产业大数据、智慧招商系统、行业地位证明、IPO咨询/募投可研、专精特新小巨 ...

Core Viewpoint - The company, Kunshan Intelligent, has reported its annual results, highlighting its main business areas, financial performance, and future development plans, particularly in the intelligent logistics and manufacturing sectors. Group 1: Company Overview - Kunshan Intelligent specializes in intelligent logistics systems and equipment, intelligent production line systems, operation maintenance, spare parts, and related services [5][17]. - The company has over 20 years of experience in the automation and information technology sectors, primarily serving the tobacco industry and expanding into other sectors such as alcohol and energy [7]. Group 2: Business Operations - The main business includes providing comprehensive solutions for the entire supply chain, from project consulting to after-sales service, particularly in the tobacco industry [5][7]. - The intelligent logistics systems consist of various components, including automated storage systems, handling and conveying systems, and sorting and distribution systems [8][9]. Group 3: Financial Performance - The company has declared a profit distribution plan, proposing a cash dividend of 0.54 yuan per 10 shares, based on a total of 240 million shares [4]. - The audit opinion for the financial report is a standard unqualified opinion, indicating a positive assessment of the company's financial health [3]. Group 4: Product and Technology Development - The company has developed a range of intelligent logistics equipment, including stackers, automated guided vehicles (AGVs), and software for automation control, enhancing operational efficiency [10][12][14]. - In 2024, the company plans to optimize its AGV control system, improving its capabilities in complex scenarios and providing a complete domestic AGV system solution [12]. Group 5: Future Prospects - The company is focusing on digital transformation and automation in various industries, aiming to enhance production efficiency and reduce costs through innovative technologies [20][23]. - New product developments include an automated packaging system for tobacco stems and a smart drying machine, which are expected to fill market gaps and meet customer demands for automation [22][21].