工业4.0
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徐工机械涨2.10%,成交额2.48亿元,主力资金净流入1569.75万元
Xin Lang Zheng Quan· 2025-12-04 02:53
12月4日,徐工机械盘中上涨2.10%,截至10:49,报10.72元/股,成交2.48亿元,换手率0.25%,总市值 1259.92亿元。 资料显示,徐工集团工程机械股份有限公司位于江苏省徐州经济技术开发区驮蓝山路26号,成立日期 1993年12月15日,上市日期1996年8月28日,公司主营业务涉及从事起重机械、铲运机械、压实机械、 路面机械、桩工机械、消防机械、高空作业机械和其他工程机械及备件的研发、制造、销售和服务工 作。主营业务收入构成为:土方机械31.05%,其他工程机械、备件及其他28.09%,起重机械19.11%, 矿业机械8.64%,高空作业机械8.34%,桩工机械4.77%。 徐工机械所属申万行业为:机械设备-工程机械-工程机械整机。所属概念板块包括:雅下电站概念、工 程机械、工业4.0、工业互联网、水电概念等。 截至9月30日,徐工机械股东户数10.61万,较上期减少20.10%;人均流通股87559股,较上期增加 43.58%。2025年1月-9月,徐工机械实现营业收入781.57亿元,同比增长13.72%;归母净利润59.77亿 元,同比增长12.59%。 分红方面,徐工机械A股上市 ...
大国制造“砺新”记
Zhong Guo Zheng Quan Bao· 2025-12-03 20:28
Core Viewpoint - The article emphasizes the importance of China's manufacturing industry as the foundation of the nation and highlights the government's commitment to advancing high-end, intelligent, and green manufacturing practices. Group 1: High-End Manufacturing Development - The production of a "Fuxing" train wheel at Taiyuan Heavy Industry takes only 52 seconds on an automated production line, showcasing advancements in manufacturing efficiency [1] - The company faced significant challenges in developing high-speed train axles due to long-standing reliance on foreign technology, but successfully produced domestically in 2015 [2] - Taiyuan Heavy Industry was recognized as the world's first "Lighthouse Factory" in the rail transport sector in 2024, marking its leadership in Industry 4.0 [3] Group 2: Intelligent Manufacturing - Southwest Aluminum's LNG transport shipboard processing facility utilizes a digital system for precise manufacturing, demonstrating a shift towards intelligent manufacturing [4] - The company upgraded its equipment to include an adaptive electric control system, significantly improving cutting precision from centimeters to within 0.3 millimeters [5] - By 2025, Southwest Aluminum plans to establish a high-standard intelligent factory with over 80% digital equipment integration [5] Group 3: Green Development Initiatives - Ansteel's cold-rolled steel production line has reduced water consumption to 2.3 cubic meters per ton of steel, which is one-fifth of traditional methods, and decreased carbon emissions by 32% [6] - Ansteel's green steel products are being utilized by major automotive companies, contributing to the industry's shift towards sustainability [7] - The company has completed over 1,100 projects aimed at ultra-low emissions, investing over 30 billion yuan in these initiatives [6][7]
港迪技术跌0.64%,成交额1228.63万元,近5日主力净流入263.88万
Xin Lang Cai Jing· 2025-12-03 07:32
Core Viewpoint - The article discusses the performance and business operations of Wuhan Gangdi Technology Co., Ltd., highlighting its focus on industrial automation and recent financial metrics. Company Overview - Wuhan Gangdi Technology Co., Ltd. specializes in the research, production, and sales of products in the industrial automation field, with main products including automation drive products and intelligent control systems [2][3][8]. - The company was established on September 28, 2015, and is located in the East Lake Development Zone of Wuhan, Hubei Province [7]. Business Performance - For the period from January to September 2025, the company achieved operating revenue of 361 million yuan, a year-on-year decrease of 3.30%, and a net profit attributable to the parent company of 43.39 million yuan, down 25.24% year-on-year [8]. - The revenue composition of the company includes 63.66% from intelligent control systems, 35.26% from automation drive products, 0.57% from management system software, and 0.51% from other sources [8]. Market Position and Recognition - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title for small and medium-sized enterprises in China, indicating strong innovation capabilities and market share [2]. - The company's products are categorized under national strategic emerging industries, aligning with the country's technology innovation development strategy [3]. Recent Stock Performance - On December 3, the stock price of Gangdi Technology fell by 0.64%, with a trading volume of 12.29 million yuan and a market capitalization of 3.731 billion yuan [1]. - The stock has seen a net outflow of 523,700 yuan from major investors, indicating a reduction in holdings over the past two days [4][5]. Technical Analysis - The average trading cost of the stock is 74.92 yuan, with the current price approaching a support level of 65.10 yuan, suggesting potential volatility if this support is breached [6].
第二届“里海国际创新论坛”在巴库举行
Shang Wu Bu Wang Zhan· 2025-12-03 03:48
阿经济部长顾问纳贾夫利表示,到2040年人工智能将为全球经济创造约20 万亿美元价值。阿经济部已开始建设超级计算机基础设施,为人工智能应用创 造技术环境,推动公共和私人部门数字化转型。阿2030年前目标为:建立全面 数字化的工业基础、高素质人才队伍和转型升级的经济体。为此,阿经济部下 属第四次工业革命分析与协调中心与国内外伙伴共同制定了"工业4.0筹备计 划",现已正式启动。该计划旨在通过整合工业4.0技术、提高运营效率、促进 创新,提升本地企业竞争力,为国家经济全面发展作出贡献。 阿塞拜疆"趋势"网11月26日报道,26日,第二届"里海国际创新论坛"在巴 库举行。里海、黑海、波罗的海地区国家的科技创新、人工智能和可持续发展 行业企业和多国驻阿塞拜疆使馆代表出席。 (原标题:第二届"里海国际创新论坛"在巴库举行) ...
【企业直招】安徽旭合新能源高薪诚聘
Xin Lang Cai Jing· 2025-12-02 11:59
Company Overview - Anhui Xuhe New Energy Technology Co., Ltd. is a manufacturer and new energy project developer focused on high-efficiency N-type crystalline silicon photovoltaic products, controlled by Lanfeng Biochemical (A-share listed company, stock code 002513) [1][4] - The company was established in July 2022 in Chuzhou, Anhui Province, and has a top-tier technical research and development and operational management team led by academicians [1][7] - The first phase of the project covers an area of 256 acres and is set to commence production in November 2023, utilizing industry-leading fully automated production lines adhering to Industry 4.0 standards, with a current capacity of 5GW for high-efficiency N-type batteries and modules [1][7] Production and Development - The company is constructing production bases in Yunnan, Jilin, and Inner Mongolia, and is developing photovoltaic and wind power resources in Southwest, Northwest, Northeast, and East China [1][7] Recruitment Opportunities - The company is hiring for several positions, including: - **Overseas Sales**: Requires fluency in foreign languages (English, Portuguese, Italian, Arabic, etc.), experience in photovoltaic sales, and strong communication skills [2][7] - **Battery Wet Process Engineer**: Requires over 5 years of experience in photovoltaic equipment, knowledge of equipment operation and troubleshooting, and strong analytical skills [2][7] - **Component R&D Engineer**: Requires at least 1 year of experience in the photovoltaic industry and good data analysis and hands-on skills [3][7] Employment Conditions - Various employment conditions are offered, including: - 8-hour workdays with weekends off, salary ranging from 8,000 to 10,000 CNY per month [6][8] - 12-hour shifts with rest days, salary ranging from 9,000 to 12,000 CNY per month (overtime pay additional) [5][8] - 8-hour workdays with weekends off, salary starting from 10,000 CNY per month [4][8]
港迪技术跌1.36%,成交额1272.42万元,近5日主力净流入331.16万
Xin Lang Cai Jing· 2025-12-02 07:48
来源:新浪证券-红岸工作室 12月2日,港迪技术跌1.36%,成交额1272.42万元,换手率0.74%,总市值37.55亿元。 异动分析 新型工业化+机器人概念+专精特新+高端装备+信创 1、武汉港迪技术股份有限公司主营业务是工业自动化领域产品研发、生产与销售。主要产品是自动化 驱动产品、智能操控系统。 2、2025年10月28日互动易:公司自主研发的 SD400 系列伺服系统,凭借超快速响应、高精度位置控 制、高稳定性以及紧凑的设计等特性,已实现对机器人应用(关节驱动、喷涂路径优化、焊接工艺精准 执行)的适配,可有效帮助下游客户提升设备生产良率与作业效率,相关产品正逐步推向市场。 3、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号,是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业,对于提升中小企 业自身的竞争力,以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部国家级专 精特新小巨人企业名单。 主力没有控盘,筹码分布非常分散,主力成交额483.67万,占总成交额的6.52%。 技术面:筹码平均交易成本为75.03元 4、根 ...
步科股份跌2.01%,成交额5606.69万元,主力资金净流出905.38万元
Xin Lang Cai Jing· 2025-12-02 03:19
Core Viewpoint - The stock of Shanghai Buke Automation Co., Ltd. has experienced fluctuations, with a year-to-date increase of 65.30% and a recent decline in the last 20 days [1][2]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 509 million yuan, representing a year-on-year growth of 28.35%, and a net profit attributable to shareholders of 44.53 million yuan, up 37.54% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 160 million yuan, with 84 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 23.05% to 7,650, while the average circulating shares per person decreased by 18.73% to 10,980 shares [2]. - The top ten circulating shareholders include notable funds, with changes in holdings observed among several major shareholders [3]. Market Activity - On December 2, the stock price fell by 2.01% to 94.32 yuan per share, with a trading volume of 56.07 million yuan and a turnover rate of 0.70% [1]. - The company’s market capitalization stands at 8.567 billion yuan, with significant net outflows of funds observed [1].
福达股份涨2.11%,成交额1.09亿元,主力资金净流出216.38万元
Xin Lang Cai Jing· 2025-12-02 02:58
Core Viewpoint - Fuda Co., Ltd. has shown significant stock performance with a year-to-date increase of 108.79%, despite recent fluctuations in trading volume and net capital flow [1][2]. Company Overview - Fuda Co., Ltd. is located in Guilin, Guangxi, and was established on December 28, 2000, with its stock listed on November 27, 2014. The company specializes in the research, production, and sales of automotive components, including engine crankshafts, clutches, spiral bevel gears, and high-strength bolts [2]. - The main revenue sources for Fuda Co. are as follows: crankshafts (62.87%), precision forgings (12.10%), clutches (11.10%), gears (5.61%), other (5.39%), and high-strength bolts (2.93%) [2]. - The company is classified under the automotive industry, specifically in the automotive parts sector, focusing on chassis and engine systems [2]. Financial Performance - For the period from January to September 2025, Fuda Co. achieved a revenue of 1.413 billion yuan, representing a year-on-year growth of 27.32%. The net profit attributable to shareholders was 221 million yuan, reflecting an impressive increase of 83.27% year-on-year [2]. - Since its A-share listing, Fuda Co. has distributed a total of 1.2 billion yuan in dividends, with 242 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, Fuda Co. had 37,300 shareholders, a decrease of 12.90% from the previous period. The average number of circulating shares per person increased by 14.81% to 17,141 shares [2]. - Notable changes in institutional holdings include Hong Kong Central Clearing Limited becoming the fourth-largest shareholder with 7.5715 million shares, an increase of 5.4328 million shares from the previous period. New institutional shareholders include Yongying Advanced Manufacturing Mixed Fund and Dongfang Alpha Preferred Mixed Fund [3].
航天电器涨2.04%,成交额2.37亿元,主力资金净流入1204.92万元
Xin Lang Cai Jing· 2025-12-02 02:49
Core Viewpoint - Aerospace Electric's stock price has experienced a decline of 12.97% year-to-date, with significant fluctuations in trading volume and net capital inflow, indicating potential investor concerns and market volatility [1][2]. Company Overview - Aerospace Electric Co., Ltd. was established on December 30, 2001, and listed on July 26, 2004. The company specializes in the research, production, and sales of high-end relays, connectors, micro motors, optoelectronic devices, and cable assemblies [2]. - The revenue composition of Aerospace Electric includes 70.35% from connectors and integrated interconnection products, 22.49% from motors and control components, 3.39% from relays, 1.98% from optical communication devices, and 1.79% from other sources [2]. Financial Performance - For the period from January to September 2025, Aerospace Electric achieved a revenue of 4.349 billion yuan, representing a year-on-year growth of 8.87%. However, the net profit attributable to shareholders decreased by 64.53% to 146 million yuan [2]. - The company has distributed a total of 1.367 billion yuan in dividends since its A-share listing, with 446 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders of Aerospace Electric increased by 4.69% to 23,600, with an average of 19,205 circulating shares per person, a decrease of 4.48% [2]. - Notable institutional shareholders include E Fund Defense Industry Mixed A, holding 17.0872 million shares, and Huaxia Military Industry Safety Mixed A, holding 15.0385 million shares, both of which have increased their holdings compared to the previous period [3].
科创信息跌2.14%,成交额1793.12万元,主力资金净流入3.93万元
Xin Lang Cai Jing· 2025-12-02 02:00
Company Overview - Kexin Information Technology Co., Ltd. is located in Changsha, Hunan Province, established on January 13, 1998, and listed on December 5, 2017. The company focuses on product development and services in the fields of digital government and smart enterprises [1] - The main business revenue composition is as follows: digital government 61.73%, smart enterprises 37.81%, and others 0.46% [1] Stock Performance - As of December 2, Kexin Information's stock price decreased by 2.14%, trading at 13.29 CNY per share, with a total market capitalization of 3.205 billion CNY [1] - Year-to-date, the stock price has increased by 9.20%, but it has seen declines of 6.74% over the last 5 trading days, 28.63% over the last 20 days, and 34.79% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" 7 times this year, with the most recent appearance on November 18, where it recorded a net buy of 9.8536 million CNY [1] Financial Performance - For the period from January to September 2025, Kexin Information reported operating revenue of 93.6496 million CNY, a year-on-year decrease of 36.58%. The net profit attributable to the parent company was -58.8421 million CNY, reflecting a year-on-year increase of 5.63% [2] - Cumulatively, the company has distributed 51.0263 million CNY in dividends since its A-share listing, with 3.6077 million CNY distributed over the last three years [3] Shareholder Information - As of November 20, the number of shareholders for Kexin Information was 35,600, a decrease of 6.62% from the previous period. The average number of circulating shares per person increased by 7.09% to 5,432 shares [2] Industry Context - Kexin Information belongs to the Shenwan industry classification of computer software development, specifically in vertical application software. The company is associated with concepts such as Industry 4.0, Industrial Internet, Smart Agriculture (Digital Countryside), Digital Twin, and Smart Healthcare [2]