（文/罗叶馨梅）10月10日晚间，全志科技（300458.SZ）发布业绩预告，预计2025年前三季度归属于上市公司股东的净利润为2.6亿元至2.9亿元，同比增长 72.20%至92.06%；预计第三季度单季净利润为1亿元至1.3亿元，同比大幅增长213.23%至307.2%。 在此前的业绩说明会上，全志科技表示，公司基于RISC-V架构内核开发的多款芯片产品已实现大规模量产，未来将根据客户需求持续推出新产品和解决方 案。目前公司12nm工艺产品已进入量产阶段，并在高端异构计算平台方面持续研发迭代。 券商研报指出，公司在扫地机器人、智能汽车电子及智慧视觉等细分领域收入实现较快增长，期间费用管控良好。长城证券分析认为，公司通过产品结构优 化和新应用拓展，成功扩大下游应用覆盖面，带动整体盈利能力提升。 西南证券研报进一步指出，全志科技正打造序列化通用异构计算平台，推动多领域智能化。公司A733高端八核平台实现量产，T527V车载芯片进入试产阶 段，同时新一代机器人芯片MR153和智慧安防芯片V861已完成样品验证，显示公司产品矩阵持续完善。 业内人士认为，全志科技凭借在AI算法、嵌入式计算与高性能SoC的研发优势， ...

10月10日晚间，全志科技（300458）发布业绩预告，预计2025年前三季度归属于上市公司股东的净利润 为2.6亿元—2.9亿元，同比增长72.20%—92.06%；预计第三季度净利润1亿元—1.3亿元，同比增长 213.23%—307.2%。 公告称，报告期内，受益于下游市场需求持续增长及公司新产品量产，在智能汽车电子、扫地机器人、 智能视觉等领域营业收入同比快速增长，带动净利润上升。此外，报告期内预计非经常性损益对净利润 影响金额为2900万元至3400万元。 全志科技成立于2007年，主营业务为智能应用处理器SoC、高性能模拟器件和无线互联芯片的研发与设 计。产品广泛适用于工业控制、智慧汽车、智慧家电、机器人、智慧安防、网络机顶盒、智能硬件、平 板电脑、电源模拟器件、无线通信模组、智能物联网等多个产品领域。 今年9月中旬，全志科技在2025年上半年的业绩说明会上表示，公司基于RISC-V架构内核开发了多款芯 片产品，并已经实现大规模量产，后续将会持续根据客户需求推出新的芯片产品和解决方案。公司目前 已经实现12nm产品的量产，后续将继续推进工艺平台的研发和迭代。 此外，还有投资者问及公司高端芯片研发进 ...

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武警江苏总队机动支队 朱成龙：我们全面预设各类情况，细致完善各项方案与预案，积极开展实战演练，严格执行执勤巡逻任务，强化勤务组织管理，确 保执勤工作安全、顺利进行。 在杭州西湖景区，武警官兵加大对断桥风景点等人员密集的区域巡逻防控，根据客流量变化，及时调整优化执勤预案，为游客提供更加安全顺畅的游览环 境。在柳州最具人气的五星步行街，针对人流密集、活动多样的特点，官兵们采取分组分段、定岗定责的方式，在主要出入口、广场区域和商铺集中路段加 强巡逻频次。 国庆中秋假期期间，各大交通枢纽、旅游景点迎来客流高峰，武警官兵们在机场、车站、景区等地坚守执勤岗位，科学部署兵力，时刻保持高度戒备，用坚 守诠释责任与担当，为旅客创造安宁祥和的出行环境。 在北京西站，武警官兵与重点站区管委会搭建"信息共享平台"，通过实时同步列车班次、客流密度数据，在候车大厅、地下通道等易拥堵区域动态增派力 量；北京南站的安检口、检票通道前，武警官兵采取"定点值守+流动巡查" 模式，确保旅客"走得顺、走得安"；大兴国际机场日均人流量峰值超15万人次， 武警官兵通过创新采用"乘车巡逻覆盖全域、徒步巡逻聚焦重点"的组合模式，在航站楼、地铁换乘口等密集区 ...

Core Insights - The 25th China International Industry Fair showcased over 3,000 exhibitors from 28 countries, highlighting trends in high-end, intelligent, and green industrial development [1] - The fair featured significant achievements in China's industrial sector, including the C919 aircraft and high-speed maglev trains, supported by 1,500 foundational projects [2] - The event served as a platform for companies to enhance collaboration and innovation within the industrial ecosystem, with substantial interest from international buyers [3] Historical Context - China's industrial landscape has been reshaped by a complete industrial chain and continuous innovation, establishing a strong presence in the global market [2] - The exhibition included historical industrial artifacts, showcasing the evolution of China's manufacturing capabilities [2] Current Trends - The fair emphasized the transformation of industrial robots into intelligent collaborators capable of environmental perception and autonomous decision-making [3] - The event facilitated the release of the "Shanghai Industrial Mother Machine Industry Capability Handbook," promoting over 80 cooperative projects with a total contract value exceeding 3 billion yuan [3] Future Outlook - The exhibition highlighted emerging technologies such as controllable nuclear fusion and AI-driven manufacturing systems, indicating a shift towards zero-carbon futures [4] - Innovations like advanced packaging technology and heavy-load robots were showcased, reflecting China's role as a key player in global industrial innovation [5] - The fair underscored China's transition from a technology follower to a significant contributor and leader in global industrial development [5]

Core Insights - Ant International is leveraging AI and blockchain technology to expand into global corporate cash management, processing funds amounting to $1.1 trillion annually [1][2] - The company’s AI model can predict foreign exchange demand with 90% accuracy, while its blockchain system enables cross-border payments to be completed in 30 seconds, reducing costs from tens of dollars to a few cents and decreasing capital occupation by 60% [1][4] Business Model - Ant International's revenue model is based on sharing a percentage of the savings generated for clients, with current annual revenue nearing $3 billion [2][6] - The company has transitioned approximately 35% of its cash management operations to its self-built blockchain system, completing 300,000 transactions last year [2][5] Technology and Innovation - The core technology of Ant International includes an AI algorithm that predicts corporate currency needs by analyzing various data points, including shipping rates, weather forecasts, and market fluctuations [3][4] - The updated big data model set to launch in 2024 will enhance predictive capabilities, allowing for hourly-level forecasts and better handling of transaction surges [3] Competitive Landscape - Ant International's blockchain payment system bypasses traditional banking networks, significantly lowering transaction costs compared to the SWIFT system, which typically charges $10 to $50 per transaction [4][5] - Major banks, including HSBC and Standard Chartered, have signed on to connect with Ant's blockchain system, indicating strong institutional interest [2][5] Market Dynamics - As cross-border transactions continue to grow, competitors like Amazon and JPMorgan are also developing similar AI capabilities and blockchain payment systems [7]

9月27日，以"工业新质，智造无界"为主题的第二十五届中国国际工业博览会（下称"工博会"）在国家会展中心（上海）闭幕。 （潘洁 摄） 为期5天的展会，汇聚了来自全球28个国家和地区的3000余家中外展商，10场高规格论坛，近300场专题活动同期举办，超千项新技术新展品首展首发， 其中近400项"极大、极小、极轻、极智、极精"五极代表性成果，1项CIIF特别大奖、10项CIIF大奖和12个领域CIIF专业奖揭晓。本届工博会集中呈现了新型 工业"高端化、智能化、绿色化"的发展趋势，展现了全球工业科技前沿成果，彰显了中国工业经济的强大韧性，凸显了我国工业体系在应对全球变革中的创 新活力。 截至14点，展会到场专业观众达22.4万人次，来自全球133个国家和地区，专业观众数较上届同期增长11%，全网曝光量达23.14亿，较上届增长 71.28%。本届工博会展商数量、展览面积、观展人次、影响力均创历史新高，展现出工博会强大的品牌影响力与传播力。 作为本届工博会三大特展之一，"国家新型工业化暨'十四五'工业重大成就展"立体化展示C919大型客机关键结构件、国产大型邮轮"爱达·魔都号"动力系 统模型、时速600公里高速磁浮 ...

证券代码：001696 证券简称：宗申动力 2、新能源业务已形成多场景产品体系，电驱动系统也实现 批量供货。能否披露新能源业务当前的营收占比、毛利率水平， 以及为达成"提升经营规模"的战略目标，在 2025 年余下时间 的核心举措？ 您好，公司新能源产品的详细财务数据请详阅公司 2025 年 半年度报告。公司目前已成功构建起新能源动力系统和储能两大 产品体系，覆盖电驱动系统业务、储能业务、氢能源业务三大核 心赛道的布局，实现传统业务稳健增长与新能源业务创新突破的 良性互动格局。 3、请问目前氢能产品的客户反馈、实际运行数据如何？2025 年下半年是否有扩大示范应用规模或实现商业化订单落地的明 确计划？ 您好，公司氢能叉车仅在工业园区示范应用，尚未实现商业 化。感谢您的关注。 4、主营低空经济业务发展吗 您好，公司是国内专业化中小型动力机械产品制造基地之 一，主要从事中小型动力机械产品及部分终端产品的研发、制造、 销售等业务，在通用机械、摩托车动力、航空活塞动力等中小型 动力领域处于行业领先地位，现已形成了以"通用机械和摩托车 发动机"为核心，覆盖"航空动力、新能源、高端零部件"等新 兴业务领域的产业布局。感谢 ...

Core Insights - The strategic position of gold as a safe-haven asset is rising amid increasing global economic uncertainty, with the gold trading market entering a new era driven by AI algorithms in 2025 [1] - Six platforms, including Huimin Finance, Wealth Alliance, Jinchao Investment, Puhui Gold, Today Finance, and Puluohui, are redefining the efficiency and precision of gold investment through differentiated technological advantages [1] Group 1: Huimin Finance - Huimin Finance integrates inclusive finance with AI strategies, offering a unique "zero-threshold + high-precision" competitive edge [1] - The platform's AI dynamic strategy model provides real-time asset rebalancing suggestions, achieving a short-term trading success rate of 68% during the 2025 Federal Reserve rate hike cycle [1] Group 2: Wealth Alliance - Wealth Alliance combines social networking with AI algorithms, creating the world's first gold strategy alliance ecosystem [2] - The "Star Strategy Copying System" allows users to replicate top traders' operations, reducing the entry barrier for novices by 60% and increasing average user returns by 22% in 2025 [2] Group 3: Jinchao Investment - Jinchao Investment utilizes FPGA hardware acceleration technology to reduce order execution delays to under 0.1 milliseconds, achieving a 99.97% order success rate during extreme market conditions in 2025 [3] - The AI market analysis system integrates over 200 global data sources, reducing manual interpretation errors by 43% through patented pattern recognition algorithms [3] Group 4: Puhui Gold - Puhui Gold focuses on "passive investment + intelligent value addition," addressing traditional gold investment pain points [4] - The platform's "gold supply-demand model" generates medium to long-term price forecasts, with users extending their holding periods to an average of 18 months and achieving a 40% higher annual return compared to traditional gold buying methods [4] Group 5: Today Finance - Today Finance positions itself as the "Bloomberg terminal for gold investors," providing data-driven decision support across macro and micro dimensions [7] - The AI analyzes over 200 variables, including Federal Reserve policies and social media sentiment, generating dynamic trading signals and helping users accurately grasp market trends [7] Group 6: Puluohui - Puluohui employs adaptive network optimization algorithms to maintain over 95% order success rates in weak network environments [8] - The platform supports seamless switching across multiple terminals, achieving a 99.97% order success rate in a desert region test conducted by a Middle Eastern sovereign fund in 2025 [8] Group 7: Innovative Features - The platforms offer various innovative features, such as real-time monitoring of gold rental yields, blockchain traceability systems, and intelligent hedging tools, enhancing user experience and investment efficiency [9][10] - Advanced technologies like military-grade encryption and a global trading network ensure transaction security and efficiency, supporting up to 100,000 concurrent transactions per second [11]

下游多领域需求回暖，收入盈利能力改善。1)营收端：公司25H1营业收入同比增长25.8%，主要是公司 积极推进下游产品落地，扫地机器人、智能汽车电子、智能视觉等主要细分领域营业收入同比实现较快 增长。2)利润端：公司25H1归母净利润同比增长35.4%，主要是因为公司销量提升规模效应带动利润率 提升，高价值量产品量产并落地，收入增速快于费用增速。公司毛利率进一步改善，毛利率为33.0%， 同比提升0.1pp；净利率为12.1%，同比提升0.9pp。3)费用端：25H1公司期间费用率较上年同期同比缩 窄，销售费用率为1.7%，同比下降0.5pp；管理费用率为2.1%，同比下降0.5pp；研发费用率为20.6%， 同比下降4.3pp，研发投入同比增长4.3%，主要因为公司重视研发、聚焦智能终端应用处理器芯片的技 术迭代。 盈利预测与投资建议。预计2025-2027年公司归母净利润3.5/4.9/6.7亿元。给予公司2026年105倍PE，对 应目标价63元。首次覆盖，给予"买入"评级。 风险提示：市场竞争风险加剧风险；技术研发遭遇瓶颈的风险；晶圆材料价格波动的风险；汇率波动的 风险。 （来源：研报虎） 打造高技术 ...