Group 1 - The company has secured business alignment with a well-known aircraft manufacturer in the low-altitude aircraft sector [1] - The company has invested in related startups in the low-altitude aircraft field [1] - In the robotics sector, the company is collaborating with a joint venture, Saint Dragon Riken, to develop products, and has already engaged with customers regarding product samples [1]

东承大虹桥强劲动能，西联长三角广阔腹地，中部新城强化战略链接，上海青浦区正以蓬勃姿态书写"十四五"规划的精彩答卷。 2024年，青浦区生产总值达1825亿元，较"十三五"末实现1.5倍增长，"高颜值、最江南、创新核、温暖家"的城市意象深入人心。11月26日，记者跟随上 海市政府新闻办组织的"实干绘答卷 接力新蓝图"上海"十四五"规划成果系列集体采访活动走进青浦区，探寻其高质量发展的密码。 美的科创引擎轰鸣，产业生态共生长 悬浮于森林之上的"科技之城"——上海美的全球创新园区，是青浦区科创实力的生动注脚。 作为美的在国内建立的第二个全品类创新研发基地，该项目总投资超70亿元，总建筑面积达40万平方米，立足上海、放眼全球，涵盖人工智能、新能 源、新材料、机器人、医疗等前沿技术领域和产业板块。 "园区深度融合低碳科技与数字化技术，通过高效智能空调系统搭配2万余平方米绿电光伏，实现主动节能与可再生资源利用双管齐下。"上海美的全球 创新园区负责人向记者介绍，园区搭载美的楼宇科技自研的iBUILDING数字化平台，能耗调节可实现实时监测、秒级响应。 4 CHILISH # 【】 和量 】 从高空俯瞰，园区建筑呈"回"字造 ...

Investment Rating - The report gives a "Buy" rating for the company, marking its first coverage [2]. Core Views - The company is a leading player in the precision forging gear industry, actively expanding into new products and markets, particularly in the electric vehicle sector [2][12]. - The company is transitioning from a single gear business to a more comprehensive assembly business, enhancing its product structure and value [2][35]. - The company is also venturing into the lightweight aluminum components for electric vehicles and the robotics sector, which is expected to create a second growth curve [2][3]. Summary by Sections 1. Company Overview - The company has over 30 years of growth, with a rich product matrix including automotive differential gears and components for electric vehicles [12]. - It has a clear shareholding structure and a diversified subsidiary layout, with 10 wholly-owned subsidiaries covering the entire industry chain [21][17]. - The customer base includes major domestic and international OEMs and Tier 1 suppliers, with ongoing efforts to expand into overseas and new energy markets [23][25]. 2. Business Expansion - The company is upgrading from individual gear components to complete differential assemblies, which increases the value per vehicle [2][35]. - The assembly business is projected to generate revenue of 492 million yuan in 2024, a year-on-year increase of 18.84%, becoming the second-largest revenue source [2][35]. 3. Lightweight and Robotics Initiatives - The company is tapping into the lightweight demand driven by the electric vehicle trend, focusing on key components that meet lightweight and low-noise requirements [2][19]. - It is also entering the robotics sector, establishing a joint venture to develop robotic joint components, which is expected to enhance growth opportunities [2][3]. 4. Financial Projections - The projected net profits for 2025-2027 are 153 million, 204 million, and 252 million yuan, respectively, with corresponding growth rates of -4.3%, 33.5%, and 23.5% [2][3]. - The company’s revenue is expected to reach 2.149 billion yuan in 2025, reflecting a growth rate of 6.1% [3][4].

每经AI快讯，有投资者在投资者互动平台提问：公司人形机器人关节模组需高精度微型注塑件。请问 是否采用伊之密小型全电机？其在微米级尺寸稳定性上能否满足机器人长期运行要求？ （文章来源：每日经济新闻） 兆威机电（003021.SZ）11月26日在投资者互动平台表示，机器人作为公司重要业务领域之一，公司重 点聚焦机器人手部及其运动执行部件，依托公司自身的"传动+电机+电控"产品体系，构建了从关键部 件到整手产品开发的垂直竞争优势。 ...

Group 1 - The company is strategically positioning itself in emerging fields such as low-altitude economy, specifically in low-altitude aircraft and robotic joint drive systems [2] - In the low-altitude aircraft sector, the company has secured business agreements with a well-known aircraft manufacturer and has invested in related startups [2] - In the robotics field, the company is collaborating with its joint venture, Shenglong Liyan, to develop products, with prototypes already being communicated to customers [2]

证券日报网讯飞龙股份（002536）11月26日在互动平台回答投资者提问时表示，公司核心产品体系涵盖 发动机热管理产品与新能源热管理产品两大类别，应用场景广泛覆盖汽车领域，并逐步延伸至服务器液 冷、充电桩液冷、储能液冷、机器人等前沿赛道，形成多领域协同发展的产品布局。 ...

深圳商报·读创客户端驻穗记者 姚嘉莉 文/图 粤港澳大湾区拥有良好的文化产业生态，拥有活跃的金融投资氛围，文化、金融与科技的融合对接通道正在一步步打通。11月26日，2025粤港澳大湾区文化 产业投资大会（广东·广州）（简称：大湾区文投会）在广州举行。本届大湾区文投会聚焦广东文化产业高质量发展"政策包"的六大产业方向，致力于打 造"为资金找项目、为项目找资金"的文化产融对接"一站式"服务平台，累计超过300个文化企业（项目）报名参会。 作为粤港澳大湾区最具影响力的文化产业与资本对接平台之一，过去两届大湾区文投会，有近一半路演项目拿到相关投资。第一届9个项目融资15.1亿元， 第二届18个项目融资近80亿元，融资总额涨5倍，项目平均融资金额涨近3倍。其中，单一项目融资金额最高达60亿元。记者从会上了解到，今年的大湾区文 投会在投资项目上，各类项目积极拥抱前沿科技，打造"文化+科技+金融"的试验场，汇聚文化领域最热门赛道，加速人工智能、机器人、AR/VR等新技术 在文化领域的场景应用。同时，强内容IP备受垂青，基于中华传统文化的影视作品、潮玩等大有可为。 t Good And 4 - 91 4 4 4 mail ...

Group 1 - The company has achieved business localization with a well-known low-altitude aircraft manufacturer and has invested in related startups in the low-altitude flying vehicle sector [1] - In the robotics field, the company is collaborating with its joint venture, Shenglong Liyan, to develop products, and has already engaged in discussions with clients regarding product samples [1]

国家大力推动高水平科技自立自强的产业发展主流下，全球显示产业格局正迎来重塑。海信视像 (600060)凭借全球首发的"RGB三维控色液晶显示技术"，实现液晶显示从"单一控光"到"光色同控"的跨 越，让全球显示产业的竞争天平向中国倾斜。 有产业人士分析，2026年美加墨世界杯将成公司产品"出海带动增长"重要催化剂，该赛事有望成为历史 上全球观赛人数最多的体育盛事之一。海信作为2026年世界杯全球官方赞助商，将依托RGB-Mini LED 技术为全球球迷打造更真实、沉浸的观赛体验，进一步加速技术普及与市场拓展。 同时，2026年也是3A游戏大作集中爆发的年份，用户对高画质、高刷新率电视的升级需求将持续释 放，而海信E8S Pro等产品凭借4K 170Hz原生高刷、专业级色彩还原等优势，将充分承接这一增量市 场。 此外，海信视像还通过"技术平台化+产品场景化+市场全球化"战略，构建起深厚的技术护城河与完整 产业链布局。公司不仅自主攻克RGB光色同控AI画质芯片H7、高性能RGB-Mini LED发光芯片等核心部 件难题，还带动40余家上游供应商共同出海，形成从芯片研发到终端应用的垂直一体化能力，为技术持 续迭代与成 ...

Group 1: Company Overview and Business Strategy - Suzhou Sileck Precision Equipment Co., Ltd. has established a dual strategy of "overseas expansion" and "domestic supplementation" through partnerships with Dongwon Systems Corporation for battery shell business in the U.S. and Europe, and a joint venture in China [3] - The company has seen significant revenue growth in its battery shell business over the past two years, with improving gross margins reported quarterly [3] Group 2: Strategic Partnerships and Collaborations - A strategic cooperation agreement was signed with Lihua Power in May 2025 to collaborate on the 46 series large cylindrical battery sector, which is currently progressing well [4] - The company has formed deep cooperative relationships with major domestic battery manufacturers such as CATL, EVE Energy, and Ganfeng Lithium, leveraging its unique technology and production capabilities [5] Group 3: Product Development and Innovation - The company utilizes DWI technology for manufacturing battery shells, which offers advantages in production stability, consistency, and cost reduction [2] - Progress in the development of harmonic reducers and flexible wheels for robotics has been reported, with significant breakthroughs achieved in material processing and cost reduction [6] Group 4: Market Position and Customer Base - The company has established multiple production bases domestically to meet the capacity needs of high-end clients and is actively expanding its international presence in the new energy battery shell market [5] - The cylindrical battery market is expected to continue expanding, benefiting from the inherent advantages of high energy density and structural safety [4]