登录新浪财经APP 搜索【信披】查看更多考评等级 重要提示 1、兴业先进制造混合型发起式证券投资基金（以下简称"本基金"）的募集已获中国证监会2025年6月6 日证监许可[2025]1193号文准予募集注册。中国证监会对本基金募集的注册并不代表其对本基金的投资 价值和市场前景作出实质性判断、或保证，也不表明投资于本基金没有风险。 2、本基金的基金类别是混合型证券投资基金，基金运作方式是契约型开放式，基金存续期限为不定 期。 3、本基金的基金管理人和登记机构为兴业基金管理有限公司（以下简称"本公司"、"兴业基金"），基 金托管人为招商银行股份有限公司。 4、本基金募集对象包括符合法律法规规定的可投资于证券投资基金的个人投资者、机构投资者、合格 境外投资者、发起资金提供方以及法律法规或中国证监会允许购买证券投资基金的其他投资人。 5、本基金自2025年7月17日至2025年7月24日通过基金管理人指定的销售机构公开发售。本基金的募集 期限不超过3个月，自基金份额开始发售之日起计算。基金管理人根据认购的情况可适当调整募集时 间，并及时公告，但最长不超过法定募集期限。 6、本基金通过兴业基金管理有限公司直销机构及其他 ...

焊接误差控制在0.02毫米、获得国家专利101项、6到8分钟完成一台集装箱生产、"圈粉"全国一线大牌 企业,建设5G工厂……作为一家从事焊接设备、切割设备的制造企业,山东水泊智能装备股份有限公司 (以下简称水泊智能)在焊割行业已深耕20余年。20多年里,水泊智能变革了传统焊接方式,推动着相关传 统制造行业由"制造"向"智造"迈进。 截至6月底,企业今年已完成营业收入1.2亿元,全年营收预计将达到3亿元,相比去年提升近1.5倍。 文/片 记者 陈丹 济宁报道 为机器人装上"眼睛" 其实,不只储能箱生产,水泊智能作为一家从事焊接设备、切割设备的制造企业,长期专注于成套自动化焊 装生产线及相关智能装备的研发、设计、生产、装配和销售,业务涵盖专用车、工程机械、船舶制造等 多个领域。其生产的设备在中集集团、中联重科、上海易普集等全国900余家企业广泛采用,并远销德 国、加拿大、俄罗斯、美国、巴西等60多个国家和地区。 这家位于鲁西南的县城企业,为何有如此魅力,吸引一众大牌客户,成为其忠实粉丝?水泊智能副总经理、 董事申伟表示,这源于企业在焊割领域的多年深耕。 自动识别并焊接相关点位 走进水泊智能生产车间,繁忙的景象映入 ...

Core Insights - The article discusses the current state of the Japanese retail market, particularly focusing on the Yodobashi Camera, a leading electronics retailer in Japan, and highlights the prevalence of Chinese brands disguised as Japanese products [1][3][5][7]. Group 1: Retail Environment - Yodobashi Camera is one of Japan's top three electronics sales platforms, with the highest single-store sales in the retail sector [1]. - The store's layout is criticized for its overwhelming visual clutter, which detracts from the overall aesthetic experience [3]. - The shopping experience is compared to other Japanese stores like Don Quijote, known for their dense product displays [3]. Group 2: Market Dynamics - Despite the dominance of Chinese manufacturing, there remains a consumer belief in the superiority of Japanese products, as evidenced by continued purchases of Japanese-branded items like toilet seats [5][7]. - The global smart toilet seat market was valued at approximately $4.5 billion in 2024, with China accounting for 70% of production [5]. - Many products in Yodobashi Camera are actually Chinese brands marketed under Japanese names, reflecting a trend of "brand masquerading" [7][9]. Group 3: Technology and Brand Ownership - REGZA, originally a Toshiba brand, is now owned by China's Hisense, which acquired 95% of Toshiba's TV business in 2017 [9]. - Lenovo's acquisition of NEC's PC business has increased its market share in Japan to 27%, making it the leading player in the Japanese PC market [10]. - The article notes that even high-profile endorsements, such as those by Japanese celebrity Kimura Takuya for Huawei products, indicate a shift in brand perception in Japan [11][13]. Group 4: Consumer Behavior and Market Share - Huawei holds a 15% market share in Japan's smartwatch market, ranking second behind Apple, which has a 58% share [13]. - The article highlights that Japanese consumers are relatively reserved in leaving product reviews, with Huawei's GT 5 Pro smartwatch receiving 255 reviews on Amazon Japan, which is considered significant [15][19]. - The competitive landscape in the smartwatch market shows that Huawei and Apple dominate the high-end segment, while Xiaomi leads in the mid-range [23][26]. Group 5: Manufacturing and Competitive Landscape - The article discusses the evolution of Chinese manufacturing capabilities, emphasizing the transition from low-end imitation to technological leadership in various sectors, including smartphones and drones [34][35]. - China's dominance in the consumer drone market is noted, with over 90% market share, showcasing its rapid technological advancements [35]. - The article concludes that China's manufacturing prowess has surpassed Japan's, particularly in hardware sectors, indicating a significant shift in global manufacturing dynamics [36].

Core Viewpoint - The future trends of high-tech companies, particularly in the fields of smart manufacturing, AI chips, and humanoid robots, are attracting significant investor attention as major public funds conduct intensive research on various electronic component companies [1][2]. Group 1: Company Developments - Taotao Automotive is focusing on the development and sales of electric vehicles and related products, with a recent investor meeting attracting over a hundred institutions [1][2]. - The company plans to enter the humanoid robot industry to support its smart transformation, having signed investment and strategic cooperation agreements with K-Scale Labs in the U.S. [2]. - Taotao Automotive's net profit for the first half of 2025 is projected to be between 310 million and 360 million yuan, representing a year-on-year increase of 70.34% to 97.81% [2]. Group 2: Market Performance - Taotao Automotive's stock price has surged from approximately 65 yuan to 133.66 yuan since late May, marking an overall increase of nearly 106% [2]. - 聚光科技 (Juguang Technology) is a high-tech platform company focusing on high-end instrument equipment, with a recent investor meeting also attracting significant interest [3][4]. - Juguang Technology's net profit for the first half of 2025 is expected to be a loss of 42 million to 52 million yuan, indicating challenges in the semiconductor application sector [3][4]. Group 3: AI and Semiconductor Focus - 乐鑫科技 (Lexin Technology) is a global fabless semiconductor company, with AI edge chip-related revenue reaching several hundred million yuan, primarily for applications requiring voice wake-up and interaction [4]. - The company anticipates a net profit of 250 million to 270 million yuan for the first half of 2025, reflecting a year-on-year increase of 65% to 78% [4]. - Lexin Technology emphasizes a diversified approach, focusing on providing reliable hardware and software infrastructure rather than relying on a single blockbuster product [4].

SynBioCon 大会 | 生物制造青年论坛 特色专场 生物制造青年论坛 8月20日，浙江·宁波 生物制造领域有哪些 "潜力股" 团队、技术和产品值 得关注？ 为发掘合成生物学和生物制造科研团队创新成果、 促进生物制造领域优秀科研工作者成果交流和产业方对接，8月20-22日在宁波举办的 第四届合成生物与 绿色生物制造大会 (简称： SynBioCon 2025 ) 同期将举办特色专场——" 生物制造青年论坛 "。 助力行业 15分钟了解一个方向 ，重点阐述研究领域存在的科学问题、解决思路、成果、放大可行性以及未来发展方向。 SynBioCon 2 025 8月20-22日，浙江·宁波 01 论坛信息 时 间： 8月20日（周三） 席 位 ： 仅 30 席！ 报告时间： 第一场：13:30-17:30； 第二场：19:00-20:30 报名须知 ：扫描以上二维码，会务组将第一时间与您确认，并对接报告信息表等； 02 科技成果展示与对接专场（同期活动） SynBioCon 2025 将设置 「科技成果展示与对接」专场 （现场展示科技成果推介墙）， 公开征集100个从0—1—100的合成生物和生物制造领域创新成果 ...

01 实验室简介 绿色生物制造全国重点实验室是依托北京化工大学、清华大学和大北农集团共建的国家重点实验室，实验室主任谭天伟教授，现仼北京化工大学校长，中国 工程院院士，教育部"长江学者奖励计划"特聘教授，"国家杰出青年基金"获得者，国家级高等学校教学名师，国家重点研发计划项目负责人，"973"项目首 席科学家。目前已培养博士硕士研究生100余人。 实验室致力于从非粮生物质资源出发制备液体燃料及重要化学品 ，为降低能源结构中化石资源比例及二 氧化碳减 排提供技术支撑。 精英计划-人才需求 | 谭天伟院士团队 招 聘 启 事 北京化工大学 "绿色生物制造"全国重点实验室 谭天伟院士团队博士后招聘启事 团队隶属绿色生物制造全国重点实验室、国家能源生物炼制研发中心、生物炼制教育部工程研发中心和绿色化学品生物制造北京市重点实验室，依托北京化 工大学（教育部直属全国重点大学，国家"211工程"和国家"985优势学科创新平台"重点建高校）建设。 团队拥有优秀的科研团队，包括院士1人，杰青6名，长江5名，万人创业人才1名，"四青"及新世纪人才16名，教授30人，海外兼职教授和特聘专家10人。 此外，团队在北京化工大学秦皇岛环 ...

2025 年 07 月 13 日 欧克科技(001223.SZ) Q2 业绩增速靓丽，新业务持续拓展 事件：欧克科技发布 2025 年半年度业绩预告。2025H1 公司预 计实现营收 3.58-3.98 亿元，同比增长 67.42%-86.02%；归母净 利润为 0.68-0.73 亿元，同比增长 51.24%-61.66%；扣非归母净 利润为 0.62-0.67 亿元，同比增长 93.83%-108.47%。其中，2025Q2 公司预计实现营收 1.59-1.99 亿元，同比增长 79.46%-124.35%； 归母净利润为 0.27-0.32 亿元，同比增长 116.38%-153.28%；扣 非归母净利润为 0.26-0.31 亿元，同比增长 109.79%-147.47%。 生活用纸设备订单顺利交付、海外开拓，驱动业绩增长。 预计 25H1 生活用纸设备业务实现快速增长，24 年底推出的全自动底 部抽纸巾生产线获市场认可，25Q1 订单金额达 3.1 亿元。25Q2 公司 加大对生活用纸智能装备订单的生产产能，有序开展对前期已公告订 单的交付事项。同时海外销售情况良好，订单规模同比持续增长，东 南亚、 ...

莫迪最近这话，把国际政坛的下巴都惊掉了——美国给印度加多少关税都行，但必须比中国低10到20个百分点！这哪是国家谈判？活脱脱菜市场砍价："老 板，不管隔壁老中买啥价，我就比他少两成！" 见过跪舔的，没见过这么上赶着打折甩卖国家利益的。合着印度的经济主权是超市临期品？今天给美国打八 折，明天是不是得给欧洲买一送一？ 先不说这操作丢不丢人，咱得掰扯掰扯：这"关税打折换投资"的买卖，印度真能赚到？ 一、喊了十年"印度制造"，结果制造业跌成"印度不制造" 莫迪2014年上台时，拍着胸脯喊"印度制造"，目标是让制造业占GDP比重提到25%。结果呢？2025年最新数据，这数儿不仅没涨，反倒从18.3%跌到14.7%。 十年功夫，制造业不增反降3.6个百分点，这哪是"印度制造"？分明是"印度不制造"！ 更扎心的是，连越南都骑到头上了。2024年越南制造业占GDP比重15.2%，比印度还高0.5个百分点；手机出口量更狠，直接把印度"世界第二大手机制造 国"的帽子抢了去。要知道，印度人口是越南的8倍，市场比越南大得多，结果制造业被越南按在地上摩擦，莫迪晚上睡得着觉？ 为啥跌这么惨？看看外资的遭遇就懂了。 富士康当年多豪气？20 ...

Group 1 - The report highlights optimism for the export of air separation equipment and the development of smart fire safety systems under urban renewal policies, indicating a market space exceeding 100 billion yuan for air separation equipment [3][13][14] - Air separation equipment is crucial for producing industrial gases and is widely used in various industries such as coal chemical, petrochemical, metallurgy, and nuclear power [3][13] - The company Fostar has established a strong brand presence in overseas markets due to its quality certifications, customer resources, project experience, and competitive pricing [14][15][16] Group 2 - Urban renewal policies have been continuously introduced since 2025, focusing on creating livable, resilient, and smart cities, which has led to a significant demand for upgrading fire safety systems in older residential areas [3][17][18] - The report mentions that as of the end of 2024, contracts for urban renewal projects in Beijing have exceeded 50%, indicating a robust market for fire safety equipment upgrades [19] - Qingniao Fire Safety, a leading company in fire alarm systems, is actively exploring the market for upgrading fire safety equipment in existing buildings, focusing on intelligent upgrades and integrated safety solutions [19] Group 3 - The probe station market, a key testing equipment in semiconductor manufacturing, has shown strong growth potential, with a compound annual growth rate (CAGR) of 22.28% from 2013 to 2023 in mainland China [5][14] - The demand for probe stations is closely linked to advancements in semiconductor manufacturing processes and increased production volumes, with domestic leaders like Xidian accelerating the pace of domestic substitution [5][14] - The report indicates that Xidian's market share in China reached 25.7% in 2023, reflecting a strengthening trend towards domestic replacement of imported equipment [5][14]

乘坐C919，体验中国制造新高度 随后，青年代表们乘坐中国自主研发的C919大型客机前往北京，亲身体验国产大飞机的飞行品质与服 务水平。"谢谢，我们旅行好！"来自法国的Quentin Agret特意用中文写下他对这段飞行体验的肯定与喜 悦。"航班座椅空间宽敞，飞行噪音很小，整体乘坐体验非常好。"德国代表Jerrik Bödefeld在落地后表 示。 打卡上海虹桥仰望中心，点赞中国智造新实力 在上海虹桥仰望中心，青年代表们现场体验了360°原地旋转、爬坡、汽车"跳舞"等炫酷功能，切身感受 到中国新能源汽车的科技创新与制造实力。面对灵活的操控系统与高度智能化的人车交互，代表们纷纷 为中国品牌点赞。"太神奇了！座椅居然可以自动调节，而且操作指令也非常简单。"法国青年 Alexandre Sellerian兴奋地表示。"爬坡体验简直酷毙了！"意大利的Sara Sprocati意犹未尽。"这个坡度感 觉像过山车，车子突然停住后又猛然俯冲下去！"来自巴基斯坦的Muhammad Areeb同样惊叹不已。 从宝岛到大陆，3D打印婚纱惊艳欧美学子 在特别交流环节，"沪漂"青年黄郁惠向代表们分享了她从台湾来到大陆发展，并创办魁米 ...