江西华伍制动器股份有限公司投资者关系活动记录表 股票代码：300095 股票简称：华伍股份 编号：2025-001 | 投资者关系活动类 | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 √业绩说明会 | | 别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及人 | 线上参与公司 2024 年度网上业绩说明会的投资者 | | 员姓名 | | | 时间 | 2025 年 05 月 12 日（星期一）下午 15:00-17:00 | | | 价值在线（https://eseb.cn/1nO6hntR2yQ）网络互动 | | 地点 | 董事长：聂景华先生 | | 上市公司接待人员 | 总经理：熊涛先生 | | | 财务总监：胡阳生先生 | | 姓名 | 董事会秘书、副总经理：胡仁绸先生 | | | 独立董事: 饶立新先生 | | | 一、2024年公司净利润亏损2.93亿元，同比下降 | | | 585.32%，亏损的主要原因是什么？ | | | 答:公司本报告期业绩出现较大亏损主要受以下因素 | | ...

会上，山东省通信管理局党组成员、副局长孟强作了《筑基赋能促发展信息通信业现代化发展助力山东新型工业化》的主题发言。孟强介绍，山东积极完善 制度建设，在全国率先将5G-A和5G轻量化（RedCap）建设纳入省级专项奖补政策，支持"5G+工业互联网"发展的政策保障体系日趋完善。加强网络基础设 施建设，已累计开通5G基站25.4万个，行政村5G网络通达率达99%，5G-A基站（多载波聚合、通感一体）数量突破1.3万个。推进"5G+工业互联网"融合应 用，赋能重点行业。今年新打造"5G+工业互联网"融合应用项目275个，累计突破2000个，涵盖制造、能源、纺织、化工等多个重点工业领域。 孟强指出，今年作为"十四五"规划收官之年，山东将组织全行业夯实"双千兆"网络基础，加速"双万兆"网络试点。实施5G-A"百万工程"建设，试点部署5G- A通感一体网络，探索低空算力融合应用创新，联合有关部门共同开展低空经济试点，打造30个以上低空产业5G-A融合应用案例；开展万兆光网"鲁领万 兆"行动，加快推进万兆光网试点工作，联合省工信厅开展"万兆+AI"园区试点建设，以算网协同赋能工业园区数智转型。除此之外，打造一批万兆园区、万 ...

Core Viewpoint - The introduction of 5G-A (5G-Advanced) marks a significant upgrade in mobile communication technology, but its impact on personal users remains limited, prompting operators to consider targeted deployment rather than full coverage [1][2][9]. Group 1: 5G-A Overview - 5G-A is an upgraded version of 5G, characterized by higher speeds, improved upload capabilities, and lower latency [7][9]. - Users have reported that the experience of connecting to 5G-A does not significantly differ from 5G, leading to questions about the necessity of widespread deployment [5][7]. Group 2: Operator Strategies - Major telecom operators are cautious about investing heavily in 5G-A due to the ongoing recovery period of 4G investments and the substantial costs associated with 5G infrastructure [9][11]. - Operators are focusing on specific scenarios where 5G-A can enhance user experience, such as in crowded areas like train stations and sports venues, rather than pursuing a blanket coverage strategy [8][9]. Group 3: Industrial Applications - 5G-A is expected to play a crucial role in industrial applications, including IoT, vehicle networking, and smart manufacturing, where its capabilities can lead to significant efficiency improvements [12]. - Successful implementations of 5G-A in industrial settings have already been reported, showcasing its potential to enhance operational efficiency and reduce costs [12].

在工业互联网不断深化的背景下，企业对运营模式的革新需求愈发迫切。数字化运营管理逐步成为企业数字化运营的关键抓手。借助数字化运营平台的支 撑，企业在组织管理、业务协同、客户触达等多个层面获得全新动力，推动管理逻辑与产业链结构协同演进。 构建可拓展的数字化运营平台也是企业发展的必由路径。平台架构通过微服务、数据中台与低代码工具的组合形式，帮助企业实现多系统协同、跨平台集成 与灵活部署。模块化设计理念让企业可以在不同阶段按需部署，避免系统冗余，提升数字化运营管理的实效性。 工业互联网提供了数据感知、系统集成与流程优化的技术土壤，成为数字化运营管理实施的重要依托。在这一体系中，数字化运营平台连接生产环节与管理 中枢，实现从数据采集到决策执行的闭环运作。企业数字化运营也因此具备更强的灵活性与可控性，适应多变的市场结构与客户需求。 用户连接也是企业数字化运营中不可或缺的一部分。平台在数据采集过程中自动捕捉用户在各触点的行为轨迹，通过算法生成用户画像，为个性化服务提供 数据基础。产品推荐、内容推送、售后反馈均可实现定制化处理，拉近用户与品牌之间的距离，增强用户黏性。这种以用户为中心的数字化运营管理模式， 有助于提升整体客户 ...

工业互联网是新型工业化的战略性基础设施和发展新质生产力的重要驱动力量。当前，我国工业互联网 已进入规模化发展新阶段，实现41个工业大类全覆盖。既熟悉工业生产知识又掌握数字技术的复合型数 字人才是工业互联网创新发展的关键。随着制造业数字化转型不断深入，这类工业互联网专业人才的需 求快速增加。 工业互联网工程技术人员是数字技术工程师培育项目的重要组成部分。2020年2月，人社部发布"工业互 联网工程技术人员"新职业，并纳入《中华人民共和国职业分类大典(2022年)》。作为数字技术工程师 培育项目其中一个方向，有效满足了制造业"智改数转网联"产生的新的人才需求，受到了社会广泛关 注。 人社部介绍，去年4月，人力资源和社会保障部等九部门联合印发《加快数字人才培育支撑数字经济发 展行动方案(2024‐2026年)》，提出实施数字技术工程师培育项目，以技术创新为核心，以数据赋能为 关键，制定颁布国家职业标准，开发培训教程，分职业、分专业、分等级开展规范化培训、社会化评 价，取得专业技术等级证书的可衔接认定相应职称。在项目实施基础上，构建科学规范培训体系，开辟 数字人才自主培养新赛道。 "培训内容涵盖了工业互联网的基础理论 ...

广州市浩洋电子股份有限公司投资者关系活动记录表 2025-002 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | | | --- | --- | --- | --- | | 类别 | 媒体采访 业绩说明会 √ | | □ | | | 新闻发布会 □ 路演活动 | | □ | | | 现场参观 | | □ | | | 其他 （请文字说明其他活动内容） | | □ | | 参与单位名称及 | 投资者网上提问 | | | | 人员姓名 | | | | | 时间 | 2025 年 5 月 9 日 (周五) 下午 15:00~17:00 | | | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | | | 采用网络远程的方式召开业绩说明会 | | | | 上市公司接待人 | 1、浩洋股份 董事长兼总经理蒋伟楷 | | | | 员姓名 | | 2、浩洋股份 财务总监许凯棋 | | | | 3、浩洋股份 董事会秘书劳杰伟 | | | | | 4、独立董事王艳 | | | | | 投资者提出的问题及公司回复情况 | | | | | 8.98 万台，产销率也 ...

Core Viewpoint - The 9th China (Zibo) Chemical Technology Equipment Exhibition aims to leverage Zibo's strong chemical industry base to promote high-quality development and innovation in the sector [3][4]. Industry Overview - Zibo has 482 chemical enterprises with an industrial scale of 374.29 billion, accounting for nearly one-seventh of Shandong province's total [3]. - The city has developed three major industry segments: petrochemicals, fine chemicals, and new chemical materials, along with four key industrial chains including polyolefins and polyurethane [3]. Exhibition Details - The exhibition will cover an area of 80,000 square meters and attract over 1,200 domestic and international enterprises, marking a new high in scale and influence [3]. - The event will feature a forum on "Industrial Internet + AI Technology Empowering Chemical Industry Development," focusing on AI applications and digital transformation paths for the chemical sector [3][4]. Operational Model - The exhibition adopts a collaborative model of "government guidance + association hosting + enterprise undertaking," with a focus on market-oriented operations [4]. - A targeted invitation strategy was employed, reaching out to over 30 chemical parks and 200 industry leaders to ensure effective participation [4]. Innovation and Sustainability - The exhibition emphasizes precision and professionalism, with a scientific layout of exhibition areas based on chemical equipment subfields and supply chain systems [4]. - Local enterprises like Heda Group and Dongyue Group will showcase cutting-edge products, highlighting the strength and innovation of Shandong's high-end chemical industry cluster [5]. Future Goals - The Shandong High-end Chemical Industry Development Promotion Association aims to transform the exhibition into a key hub connecting policies, technologies, and markets, fostering efficient circulation and deep integration of various elements [5].

Core Viewpoint - ABB announced the spin-off of its robotics business, which generates annual revenue of $2.3 billion and an operating profit margin of 12.1% [1] Group 1: ABB's Robotics Business - The robotics division includes products such as multi-joint robotic arms, collaborative robots, and intelligent control systems, widely used in automotive manufacturing, electronics assembly, and logistics sorting [1] - The global installed base of ABB's robotics products exceeds 500,000 units, known for high precision, strong stability, and modular design [1] Group 2: Potential Acquirers - Midea Group successfully acquired KUKA Robotics in 2016, and similar companies like Haier and TCL have the potential motivation and capability to acquire ABB's robotics business [3] - Haier has accelerated its industrial automation layout through acquisitions, including a 26.83% stake in the domestic leader Xinjida, with a transaction amount exceeding 3 billion yuan [4] - TCL has invested in smart robotics technology companies through its industrial investment fund, indicating a focus on the upstream of the industry chain [5] Group 3: Strategic Analysis - Haier's experience in vertical integration and capital operations positions it favorably for acquiring ABB's robotics business, leveraging its COSMOPlat industrial internet platform for deep collaboration [4] - TCL lacks an existing robotics business framework, which may require more reliance on external integration capabilities if it pursues the acquisition [7] - Both Haier and TCL are large revenue-generating companies with strong financial capabilities, but Haier has more extensive experience in upstream and downstream cooperation [8] Group 4: Lessons from Midea's Acquisition - Midea's acquisition of KUKA for 29.2 billion yuan in 2016 illustrates that the value of acquiring an industrial robotics giant lies in long-term strategic benefits rather than immediate financial returns [9] - Haier could adopt Midea's model of "technology digestion + scenario expansion" if it acquires ABB's robotics business, while TCL needs to focus more on ecological collaboration [9] Group 5: External Challenges - China's push for high-end manufacturing positions industrial internet platforms and robotics technology as core focuses, with both Haier and TCL being "national team" members likely to receive policy support [10] - The potential acquisition by either company will need to navigate multi-national antitrust reviews, as seen in Midea's lengthy acquisition process of KUKA [10] Group 6: ABB's Business Independence - Post-spin-off, ABB's robotics division may prefer to maintain technological independence, which could affect integration success if the acquirer cannot provide sufficient collaborative space [11] - Haier's integration experience with Xinjida gives it an advantage, while TCL must demonstrate its cross-industry empowerment capabilities [11] Group 7: Competitive Advantage - Haier is seen as having a more significant advantage in the competition for acquiring ABB's robotics business due to its established framework and management team's familiarity with ABB's technology [12] - TCL may need to quickly address its shortcomings in the robotics industry or form a consortium with other capital to compete effectively [12]

证券代码：301193 证券简称：家联科技 宁波家联科技股份有限公司 2025 年 5 月 8 日投资者关系活动记录表 编号：2025-003 投资者关系活动类 别 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 现场参观 □其他 （请文字说明其他活动内容） 参与单位名称及人 员姓名 励波；戎君君；林凯；张丽丽；李春旭；邓建军；邵科伦；周宏 良；朱宏达；张得；虞迪；许敏敏 时间 2025 年 5 月 8 日 地点 公司会议室 上市公司接待人员 姓名 副总经理、董事会秘书 汪博 证券事务代表 解竣皓 证券部 杨嫣丹 投资者关系活动主 要内容介绍 一、家联科技董事会秘书汪博带领调研人员参观公司展厅、生 产现场，介绍公司的产品及业务情况。 二、公司与调研人员就以下问题进行了探讨 问题一：未来公司重点发展国内市场还是国外市场？ 答：公司未来的重点并非单一侧重国内或国外市场，而是通过 亚洲研发+全球智造+本土化深耕实现协同发展。短期内，外销修复 与全球化产能扩张将支撑业绩；长期来看，国内新消费趋势和环保 政策驱动内销持续高增，同时绿色低碳产品的全球需求增长为公司 提供长期增长动力，通过国 ...

Core Viewpoint - Despite experiencing three losses in four years, the stock price of Saimo Intelligent (300466) has reached a recent high due to the "robot concept" and expectations of restructuring [1][2] Group 1: Company Overview - Saimo Intelligent was originally a private enterprise in Jiangsu, but control was transferred to Luoyang Guohong Investment Group over four years ago, making the Luoyang State-owned Assets Supervision and Administration Commission the actual controller [2] - The company primarily provides digital, automated, and intelligent industrial solutions for factories [2] Group 2: Financial Performance - In 2024, Saimo Intelligent reported a revenue of 551 million yuan, a year-on-year decrease of 33.99%, and a net profit attributable to the parent company of -86.6174 million yuan, marking the third loss in four years [2] - The net profits for the years 2021 to 2024 were -0.95248 million yuan, 2.12201 million yuan, -4.55094 million yuan, and -86.6174 million yuan respectively [2] - In the first quarter of 2025, the net profit attributable to the parent company was -11.0809 million yuan [2] Group 3: Stock Performance - Since April 9, the stock price of Saimo Intelligent has increased from a low of 6.87 yuan per share to a peak of 13.77 yuan per share, representing a maximum increase of over 100% [2] Group 4: Strategic Direction - The controlling shareholder plans to transform Saimo Intelligent into a new capital operation platform for high-end manufacturing in Luoyang, aiming to enhance the company's core competitiveness through quality asset introduction [1] - The company aims to leverage its advantages in smart manufacturing and industrial internet to facilitate the transformation and upgrading of traditional industries in Luoyang [1] - Saimo Intelligent has developed various industrial robot products and aims to integrate robot technology with application scenarios to enhance service capabilities [3] - The company has set a goal to reduce losses and achieve profitability by 2025, focusing on expanding its advantageous products and optimizing internal management processes [3]