聚焦创投圈新基金情报。 高麓二期工业物流收益基金已于近期完成设立。本期基金由多家境内知名保险机构出资，定位为"并购型基金"——专注收购运营成熟、现金流稳健的标准 化工业与物流园区，总投资规模近40亿元人民币，覆盖建筑面积逾70万平方米。基金投资的资产组合主要位于长三角与大湾区核心发展区域，产业辐射效 应明显，符合高麓集团一以贯之的优质资产遴选与管理策略。 自集团成立以来，高麓坚持"基金 + 资产 + 运营"一体化模式，持续稳步推进业务的高质量增长。截至2025年第二季度，集团全国在管资产规模已突破390 万平方米；其中, 工业板块稳居华东第一梯队，物流仓储业务也在长三角及大湾区等全国核心节点城市进一步深化布局。 高麓一期工业物流基金已于2023年完成设立，运营表现稳健，实现了集团资本化运作的重要突破。高麓集团持续为一期基金提供优质资产管理服务，助力 基金稳健增值，也为高麓集团积累了良好的市场口碑与战略资源。承接一期基金的成功实践，本期基金主要投资于华东沿江经济带与珠江湾区核心地块的 成熟工业与物流资产，继续扩大高麓集团的在管资产版图，发挥高麓自主招商、客户生态协同等竞争优势，将为投资人带来更好的价值回报。 上 ...

Company Overview - Jiangsu Yawei Machine Tool Co., Ltd. is planning to issue 128,235,074 A shares, which will not exceed 30% of the total share capital before the issuance [2] - The issuance price is set at 7.28 RMB per share, which is 80% of the average trading price over the last 20 trading days prior to the pricing benchmark [2][3] - The funds raised will be used for the construction of the second phase of the servo press and automated stamping line project, to supplement working capital, and to repay bank loans [4] Shareholding Structure - After the issuance, Yangzhou Industrial Investment Development Group will become the largest shareholder with a voting power ratio of 19.09% [4][19] - The board of directors will be restructured, with Yangzhou Industrial Investment Development Group entitled to nominate or recommend 5 non-independent directors and 2 independent director candidates [19] - The issuance will lead to a change in control of the company, with Yangzhou Industrial Investment Development Group becoming the controlling shareholder and the actual controller being the Yangzhou State-owned Assets Supervision and Administration Commission [4][19] Industry Characteristics - The company operates primarily in the manufacturing sector, focusing on metal forming machine tools, laser processing equipment, and intelligent manufacturing solutions [19][24] - The metal forming machine tool business is the main source of revenue for the company, which is classified under the general equipment manufacturing industry [19][24] - The machine tool industry is considered the foundation of advanced manufacturing technology and plays a strategic role in national industrial development [21][24] Market Dynamics - The machine tool industry is experiencing a shift towards high precision and stability due to the upgrading of manufacturing processes [24] - Laser processing technology is gaining traction due to its cost-effectiveness and efficiency, making it a preferred choice in various industrial applications [24] - The demand for high-end equipment, including servo presses and automated systems, is expected to grow as industries seek to enhance productivity and automation [24]

本报（chinatimes.net.cn）记者王兆寰 北京报道 6月份以来，外资机构密集发声，力挺中国资产。高盛、摩根士丹利等多家外资机构不仅上调了对2025 年中国经济增长的预期，还表示看好中国股票市场后续表现。 A股在众望所归下完成了又一突破：6月25日，上证指数收于3455.97点，盘中最高触及3459.01点，创年 内新高，总市值突破100万亿元大关，市场信心大幅回暖。26日，沪指再创新高3462点。 南开大学金融发展研究院院长田利辉在接受《华夏时报》记者采访时表示，外资集体看多中国资产，核 心在于中国经济展现的韧性与结构性机遇。 田利辉指出，高盛、摩根士丹利等机构上调GDP增速预测，主要基于内需复苏、政策托底及科技突破带 来的增长预期。当前A股和港股估值处于历史低位，叠加人民币走强，全球资金正加速布局中国市场的 长期价值。 外资持续看多 近期，高盛、瑞银、摩根士丹利等国际机构密集发声，释放了强烈看多中国资产的信号。 高盛维持对A股和港股的超配建议，预计沪深300目标点位为4600点，MSCI China目标点位为84点，隐 含约10%的上行空间。 同时，在行业配置方面，高盛近期调高了银行和地产板块的 ...

金融业亦展现较强韧性，上半年多家证券、保险、私募基金机构在深圳新设营业网点或分支机构。仲量 联行华南区与华西区商业地产部负责人李文杰表示："深圳深厚的产业根基持续孵化增长新引擎，以人 工智能、智能制造、半导体及集成电路为核心的硬科技板块日益壮大，叠加华南企业加速布局的出海经 济浪潮，为办公楼市场注入了强劲的结构性增长动力，为未来市场复苏积蓄动能。" 展望后市，大数据与人工智能技术的蓬勃发展及其在各行各业应用场景的快速渗透，为市场注入了新的 增长预期。仲量联行研究部资深董事、中国区物流地产研究负责人曾丽认为："国内各大科技巨头积极 布局相关领域，其运营与研发业务的扩张有望催生可观的新增办公需求。深圳作为中国科技创新高地， 依托深厚的技术积淀与卓越的产业生态优势，极具潜力吸引龙头科技企业设立或扩大人工智能相关业务 单元，进而为办公楼市场注入新动力。" （文章来源：证券日报） 2025年上半年，深圳办公楼市场在持续调整中展现出显著的结构性机遇。尽管宏观环境承压与新增供应 集中入市共同推升市场平均空置率，但积极的价格策略与新兴产业释放的强劲动能，正驱动深层次结构 性机遇加速显现。 2025年上半年，全市录得净吸纳量约 ...

Group 1 - The article highlights the transformation of Tangshan from a heavy industrial city to a new landmark in intelligent manufacturing, driven by the booming robotics industry [4] - The story features a Salvadoran student, Xiao Junlong, who explores the advancements in the robotics sector in Tangshan, showcasing China's manufacturing capabilities [4] - The article emphasizes the significance of the robotics industry as a new engine for high-quality development and industrial upgrading in Tangshan [4]

为加快推动制造业数字化转型智能升级，近日，工信部、国家发改委和国资委等六部门联合开展2025年 度智能工厂梯度培育行动，按照《智能工厂梯度培育要素条件（2025年版）》分基础级、先进级、卓越 级和领航级4个层级进行培育。 据了解，该行动旨在构建层次分明、标准清晰、路径明确的智能工厂发展体系，为制造业智能化升级绘 制精准路线图，全力打造中国智能制造"升级版"。 工业和信息化部装备工业一司智能制造处处长赵奉杰在接受《华夏时报》记者采访时表示，工业和信息 化部将深入实施智能制造工程，着力打造智能制造"升级版"，重点举措包括，加强关键技术和装备创新 攻关，深化智能工厂梯度培育以及强化标准牵引带动作用。 培育分四层级 按照《智能工厂梯度培育要素条件（2025年版）》，本次培育行动最显著的特征在于构建了清晰的智能 工厂进阶"金字塔"模型，将分基础级、先进级、卓越级和领航级智能工厂四个层级进行培育。 机械工业仪器仪表综合技术经济研究所所长、国家智能制造专家委副主任欧阳劲松告诉《华夏时报》记 者，在全球制造业向智能化、数字化跃迁的浪潮中，新型工业化与人工智能的深度融合正在重构传统生 产模式，催生出更具韧性、效率与创新力的生态 ...

Group 1 - The Shenzhen office market is showing significant structural opportunities despite a challenging macro environment and increased supply, leading to a rise in average vacancy rates [2] - In the first half of 2025, the net absorption of Grade A office space in Shenzhen was approximately 180,000 square meters, with a total of 645,000 square meters of new supply from seven projects [2] - The average vacancy rate for Grade A offices in Shenzhen increased by 1.3 percentage points to 26.5% by the end of the second quarter due to concentrated new supply [2] Group 2 - The technology and internet sectors remain key sources of demand, contributing nearly 20% of the leasing transaction area in the first half of the year, with strong performance in hard technology sectors like consumer electronics and semiconductors [3] - Shenzhen's robust industrial foundation continues to foster new growth engines, particularly in artificial intelligence and smart manufacturing, which are expected to drive structural growth in the office market [3] - Major technology companies are expanding their operations and R&D, which is likely to create significant new office demand in Shenzhen, enhancing its appeal for leading tech firms [3]

Core Viewpoint - Liqi Intelligent, a provider of integrated solutions for material intelligent processing systems, has been accepted for IPO on the Shenzhen Stock Exchange, aiming to raise 1.008 billion yuan [1]. Group 1: Company Overview - Liqi Intelligent focuses on automated material handling, including automatic batching, dispersion emulsification, and mixing, providing comprehensive solutions in this field [3]. - The company offers a one-stop service that includes consulting, design, manufacturing, installation, debugging, training, and after-sales support, with applications in lithium battery manufacturing, fine chemicals, and composite materials [3]. - The company has developed customized and intelligent material handling systems, covering the entire process from feeding, measuring, conveying, pre-treatment, to mixing, dispersion, reaction, and drying [3]. Group 2: Technology and Innovation - Liqi Intelligent's products are equipped with an intelligent integrated control system that enables data interaction with factory MES, allowing for real-time production data uploads, automatic work order issuance, process assistance analysis, and proactive equipment maintenance [3]. - The company emphasizes the customization of non-standard equipment and systems based on client needs, enhancing operational efficiency and reducing labor requirements through automation [3]. Group 3: Clientele and Market Position - The client base includes leading global lithium battery manufacturers such as CATL, BYD, and LG Energy, as well as renowned automotive manufacturers like Volkswagen and Ford [4]. - Liqi Intelligent also serves major players in the fine chemicals sector and large composite material companies, indicating a strong market presence [4]. Group 4: Financial Performance - The company reported revenues of 619 million yuan, 1.721 billion yuan, and 2.173 billion yuan for the years 2022 to 2024, with net profits of 107 million yuan, 239 million yuan, and 270 million yuan respectively [4]. Group 5: IPO Fund Utilization - The IPO proceeds of 1.008 billion yuan will be allocated to projects including the establishment of an intelligent manufacturing production base for automated processing equipment, a research and development center, and to supplement working capital [4][5]. - The production base project aims to expand and upgrade capacity, overcoming production bottlenecks and enhancing market competitiveness [5]. - The R&D center will support advanced research facilities and establish experimental lines, strengthening the company's technological capabilities and product competitiveness [5].

Group 1: Company Overview and Market Position - Zhejiang Rifa Precision Machinery Co., Ltd. aims to become a benchmark enterprise in the intelligent manufacturing sector, focusing on key market segments and scaling core businesses [3] - The company has achieved a leading position in the domestic bearing manufacturing equipment market, with a significant market share and recognition as a key supplier to internationally renowned companies [3][4] Group 2: Product Development and Innovations - The company has made progress in the development of CNC thread grinding machines, which are essential for industries such as new energy vehicles and humanoid robots [4] - CNC grinding equipment for screw rods and nuts has been delivered to several clients, although large-scale production is still pending due to the early stage of some downstream industries [4] Group 3: Future Strategic Directions - The company plans to focus on high-end equipment manufacturing as its primary business, aiming to develop more niche markets in the coming years [5] - Key areas of focus for the current year include enhancing product details, optimizing process validation, and improving machine quality to boost market competitiveness and brand influence [5]

Core Viewpoint - Aomen Sen Intelligent Equipment Co., Ltd. is set to hold a listing meeting on the Beijing Stock Exchange, with a focus on its intelligent manufacturing equipment for various industries, including electrical appliances and renewable energy [1]. Company Overview - Aomen Sen is based in Zhongshan, Guangdong Province, and specializes in the research, design, production, and sales of intelligent production equipment [1]. - The company is controlled by four individuals who collectively hold 73.77% of the shares, with Aomen Sen Technology owning 45.75% [1][2]. Business Performance - The company's revenue for the years 2022, 2023, and 2024 is approximately 279 million, 325 million, and 358 million respectively, with net profits of about 19.39 million, 48.16 million, and 55.82 million [7]. - The gross profit margins for the same years are 37.65%, 43.35%, and 44.94%, showing an upward trend compared to the average gross margins of comparable companies [8][9]. Product Offering - Aomen Sen's main products include intelligent equipment for heat exchanger production and pipeline processing, which address issues like high energy consumption and low production efficiency in the air conditioning and refrigeration sectors [5]. - The revenue from heat exchanger production equipment is expected to reach 69.89% by 2024, indicating a significant reliance on this product line [5]. Market Position and Risks - The company has established partnerships with major electrical appliance manufacturers, which supports its growth in the industry [10]. - However, the company faces risks related to fluctuations in downstream demand and the potential for large inventories, which could impact cash flow and operational efficiency [10]. Fundraising and Future Plans - Aomen Sen plans to raise funds for the construction of a digital forming equipment production base, a research and development center, and to supplement working capital, with a total investment of approximately 46.27 million [11][12]. - The expected revenue from the new production capacity is projected to be 600 million, significantly higher than the recent revenue of 358 million, indicating ambitious growth plans [12].