芯东西9月23日报道，9月19日，上海先进工业智能制造软件开发商赛美特正式递表港交所。 该公司打造了行业首个也是唯一的全栈式半导体CIM（计算机集成制造）解决方案。 截至2025年6月30日，赛美特客户数量已达758家，覆盖全国前八大晶圆厂中的六家、前三大半导体硅片厂以及前三大封测厂。 华为旗下哈勃投资、比亚迪、立昂微等均是赛美特的股东。 招股书显示，该公司已克服生态系统封闭相关的技术壁垒与挑战，并实现了对半导体制造全流程的集成，成为国内首家且唯一一家全自动 CIM解决方案已通过多家12英寸晶圆厂验证并投入量产的供应商，已帮助客户建成国内首座全面使用国产CIM系统的晶圆厂。 | 市場領導力 | ਜ | 排名第一(1) 中國先進工業智能製造軟件 | 中國增速最快(2) ਛ 先進工業智能製造軟件公司 | 行業少數 80 實現規模化盈利(3) | | --- | --- | --- | --- | --- | | | | 公司中的中國公司 | | | | 技術與解決方案 實力 | 9 | 中國首家目唯一 應用12英寸晶圓全自動量產 解决方案的計算機集成製造 | 行業首個、唯一且場景 覆蓋最多(5) 产 | 人才密度 ...

Core Viewpoint - Cloudwise Technology (1037.HK) experienced a significant stock price surge, reaching a high of 129.03% before stabilizing at a 70% increase, following the announcement of a global strategic cooperation agreement with UBTECH Robotics [1] Group 1: Strategic Partnership - UBTECH Robotics, the first humanoid robot company, has signed a global strategic cooperation agreement with Cloudwise Technology, defining their roles in humanoid robot R&D, manufacturing, and global market promotion [1] - The partnership aims to advance the manufacturing, implementation, and delivery of UBTECH humanoid robots in China and globally from 2025 to 2027 [1] Group 2: Responsibilities and Collaboration - Cloudwise Technology will handle global sales, marketing, and after-sales service for UBTECH humanoid robot products, while UBTECH will focus on R&D, production, technical support, and product upgrades to maintain technological leadership and competitiveness [1] - Both companies will enhance collaboration in project cooperation, brand promotion, product marketing, and talent training, integrating AI and robotics technology to create replicable and scalable "humanoid robot + smart factory" demonstration applications [1]

Core Insights - The 2025 World Manufacturing Conference was held in Hefei, Anhui Province, with Henan as the guest province, showcasing advanced technologies and products from 30 enterprises in various industries [6][8] - Henan's manufacturing sector is evolving, with a focus on innovation and cluster development, positioning itself as a strong manufacturing province in the global landscape [7][13] - The conference highlighted Henan's industrial capabilities, including significant contributions to various sectors such as AI servers, new energy vehicles, and advanced materials [9][10][12] Group 1: Event Overview - The conference featured a theme of "Smart Manufacturing, Creating a Better Future," with activities including keynote speeches, supply chain matching, and comprehensive exhibitions [8] - Henan's exhibition area was prominently positioned, showcasing innovative products like the Yutong autonomous bus and AI servers, attracting significant visitor interest [8][9] Group 2: Key Exhibits and Innovations - Notable products included the Yutong autonomous bus, which has achieved L4-level autonomous driving and has traveled over 6 million kilometers across 24 cities [8][9] - The AI server G8600V7, crucial for large model training, has gained a leading market share in China and a compound annual growth rate of over 50% in overseas markets [9][11] - Henan's participation included advanced materials such as ultra-thin lithium battery copper foil and high-performance sensors, showcasing the province's strength in new materials [11][12] Group 3: Industrial Strength and Market Position - Henan is a major industrial province with a nearly 5 trillion yuan industrial economy, leading in various manufacturing sectors, including AI servers and high-end bearings [13] - The province is home to key players in equipment manufacturing, such as Luoyang Bearing and China Railway Equipment, which are recognized leaders in their fields [10][12] - Henan's manufacturing capabilities are supported by a robust supply chain and a commitment to innovation, aiming to enhance its role in the global manufacturing landscape [14]

与传统汽车维修不同，这里没有油污和扳手，取而代之的是精密的电路模块和智能传感器。选手们需要快速 定位问题电路模块，排除各种技术障碍，展现对新兴技术的理解力和解决问题的能力。 第三届全国技能大赛智能网联汽车装调运维赛场上，河南选手李晓强（左一）正在专心进行比赛。河南日报 社全媒体记者 徐聪 摄 千百年来，技能推动下的创新创造，始终是推动发展的重要力量。第三届全国技能大赛设置的106个竞赛项目 中，智能制造、高端装备、数字技术等赛项占比超过50%。河南代表团参加了全部106个赛项的比赛。 "我参加的项目叫无人机系统，是前两届全国技能大赛所没有的，同时又是世赛选拔项目，将首次出现在明年 举办的第48届世界技能大赛中。"9月22日晚，来自河南技师学院的21岁选手王钰航说，"无人机系统项目融合 了机械、电子和计算机工程知识技能，考核选手对无人机的安装、调试、维护、编程及飞行任务完成能力， 是无人机行业的未来发展方向。" 赛项难度大，更激发了王钰航的好胜心。"我全身心投入比赛，个人的技能有了质的飞跃。同时，通过观察其 他选手，也发现了更适合自己的学习方法。"他说。 王钰航的成长足迹里，藏着个人精进技能的密码；我省所有选手 ...

Core Viewpoint - The company Huakin Technology is set to pursue a second IPO in Hong Kong within three years, following its previous listing on the Shanghai Stock Exchange, highlighting its ambition for international expansion and capital market value maximization [1][6]. Company Overview - Huakin Technology, known as the "King of OEM," has submitted its prospectus for an IPO on the Hong Kong Stock Exchange, with CICC and Bank of America serving as joint sponsors [1]. - The company has established manufacturing bases in Vietnam, India, and Mexico, with overseas revenue accounting for 46.92% of total revenue by the first half of 2025 [1]. - The founder, Qiu Wensheng, has a notable background, having previously worked at ZTE and founded Huakin Technology in 2005, focusing initially on IDH services before transitioning to an ODM model [2][3]. Financial Performance - Huakin Technology reported a revenue of 109.9 billion yuan in 2024, a year-on-year increase of over 28%, and a net profit of 2.926 billion yuan, up 8.10% [5]. - In the first half of 2025, the company achieved a revenue of 83.94 billion yuan, a significant year-on-year growth of 113.1%, with a net profit of 1.889 billion yuan, up 46.3% [5]. - Despite strong revenue growth, the company's gross profit margin has been fluctuating, with a decline to 7.67% in the first half of 2025, down nearly 2.6 percentage points from the end of the previous year [7][8]. Strategic Initiatives - The company is actively pursuing a diversified business strategy, referred to as "3+N+3," which includes three core businesses (smartphones, laptops, and data centers) and aims to expand into emerging fields such as robotics, software, and automotive electronics [10]. - Recent strategic investments include acquiring audio manufacturer Yiluda for 2.85 billion HKD and a 65% stake in Nanchang Chunqiu for 348 million HKD to enhance its supply capabilities [10]. - The upcoming IPO is expected to facilitate further investments in R&D, global manufacturing optimization, and strategic acquisitions [12].

Core Viewpoint - Nantong Steel Ant Intelligent Manufacturing Co., Ltd. has been established with a registered capital of 50 million RMB, focusing on intelligent manufacturing equipment and related services [1] Company Overview - The legal representative of the company is Zhang Ting [1] - The registered capital is 50 million RMB [1] Business Scope - The company operates in various sectors including: - Manufacturing and sales of intelligent basic manufacturing equipment [1] - Sales and processing of mechanical parts and components [1] - Manufacturing and sales of metal chains and other metal products [1] - Information technology consulting services [1] - General equipment repair [1] - Import and export agency services [1] - Sales of metal materials and non-ferrous metal alloys [1] - Retail of hardware products and daily necessities [1] - Sales of metal ores and manufacturing of metal materials [1] - Research and development of metal products [1] - Sales and manufacturing of molds and metal tools [1] - Technical services, development, consulting, exchange, transfer, and promotion [1]

Group 1 - The company Bozhong Precision Engineering plans to transfer its 18.29% stake in Suzhou Linghou Robot Co., Ltd. for a consideration of 64 million yuan, resulting in a post-transaction ownership of 21.61% [2] - The transaction price represents a premium of 239.09% over the book value of 18.8741 million yuan [2] - Suzhou Linghou, founded in 2015, specializes in intelligent manufacturing and industrial automation, providing core components such as direct-drive motors and industrial robots [2][3] Group 2 - Suzhou Linghou has established R&D centers in Suzhou, Shenzhen, and Silicon Valley, and has expanded its sales network to Southeast Asia, Europe, and North America [3] - The company has received investment from Zhiyuan Robotics this year, indicating its significance in the Suzhou robotics industry [4]

Group 1 - The company Bozhong Precision (688097) announced a plan to transfer its 18.29% stake in Suzhou Linghou Robot Co., Ltd. for a consideration of 64 million yuan, which represents a premium of 239.09% over the book value of 18.8741 million yuan [1] - Following the transaction, Bozhong Precision will hold a 21.61% stake in Suzhou Linghou, which is a significant reduction from its previous holding of 39.9% after a previous equity transfer [1] - The transaction is aligned with Bozhong Precision's development strategy aimed at optimizing asset structure and enhancing asset liquidity and efficiency, while focusing on its core business to improve competitive strength [1] Group 2 - Suzhou Linghou, founded in 2015, is a key supplier of core components in the intelligent manufacturing and industrial automation sectors, with products widely used in industries such as 3C, semiconductors, new energy, and photovoltaics [1] - The company has established R&D centers in Suzhou, Shenzhen, and Silicon Valley, and has expanded its sales network across China and into Southeast Asia, Europe, and North America [2] - Suzhou Linghou has also received investment from Zhiyuan Robotics this year, indicating its growing influence in the robotics industry [2]

Core Insights - The article highlights the transformation of China's manufacturing industry from large to strong, emphasizing the role of emerging industries like intelligent manufacturing, robotics, and new energy vehicles as key drivers for industrial upgrading [1][2]. Company Overview - Guangdong Lingyi Technology Co., Ltd. (Lingyi Intelligent Manufacturing) aims to become one of the top three manufacturers of embodied intelligent hardware globally, showcasing its ambition and signaling a breakthrough in China's manufacturing during the "14th Five-Year Plan" [1][3]. - Lingyi Intelligent Manufacturing has expanded its supply range to thousands of modules and components for the entire Apple product line since joining the "fruit chain" in 2009, becoming a leading manufacturer in various sectors including die-cutting, stamping, CNC processing, and charging plugs [2]. Strategic Shift - The company is proactively shifting its precision manufacturing capabilities from traditional 3C products to emerging sectors like humanoid robotics, leveraging its experience in assembly and hardware integration [2][4]. - Lingyi Intelligent Manufacturing's robot business strategy focuses on core component development, comprehensive hardware services, and the creation of industrial application scenarios [2][4]. Competitive Advantage - The company possesses a mature and extensive manufacturing system, which is crucial for the humanoid robot industry that requires large-scale, high-standard, and complex industrial capabilities [3][4]. - Lingyi Intelligent Manufacturing is acting as an "ecological bridge," collaborating with numerous robot companies to develop standardized products that meet 90% of market demand, thereby reducing costs and promoting industry standardization [4]. Future Market Potential - The humanoid robot industry is compared to the early stages of smartphone development, with a potential market size reaching trillions of yuan [4][5]. - Lingyi Intelligent Manufacturing plans to establish hundreds of automated assembly lines, currently operating around 20 manual assembly lines, to support the growing demand in the robotics sector [4][5]. Innovation and Development - The company has invested an average of 5.70% of its revenue in R&D from 2020 to 2024, significantly above the industry average, indicating a strong commitment to innovation [5]. - Lingyi Intelligent Manufacturing's future development blueprint includes a focus on consumer electronics, automotive electronics, and humanoid robotics as key growth areas [5][6]. Industry Impact - The company aims to define standards for robot hardware manufacturing and foster a collaborative ecosystem within the robotics industry, positioning itself as a foundational player in the sector [6].

Group 1 - The successful completion of the relocation and transformation of hazardous chemical production enterprises in densely populated urban areas in Henan Province marks a significant achievement, reducing safety and environmental risks while promoting high-quality industry development [1][2] - Financial support measures have been implemented, including rewards for early completion of relocation tasks and compensation for vacated industrial land, addressing the funding challenges faced by enterprises [1][2] - The local government has facilitated asset disposal for state-owned enterprises, resolving challenges related to asset management during the relocation process [1][2] Group 2 - Employee placement issues have been addressed through financial assistance from local governments, ensuring that workers' wages and benefits are paid, which stabilizes workforce morale and supports the relocation efforts [2] - The "retreat from the city to the park" initiative has led to the revitalization of land resources and optimization of industrial structure, with several cities in Henan repurposing vacated land for commercial development and urban green spaces [2] - Companies have embraced smart and green manufacturing through upgrades and new constructions, utilizing advanced technologies to enhance production efficiency and product quality, contributing to industry transformation [3] Group 3 - The relocation efforts have resulted in significant improvements in production scale and economic benefits for companies, with some achieving international certifications and expanding their export markets [3] - The commitment to not leaving any enterprise behind in the relocation process emphasizes the focus on quality, safety, and environmental sustainability in the development of the hazardous chemical industry in Henan [3]