深圳市亿道信息股份有限公司 投资者关系活动记录表 编号：2025-014 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | 现场参观 | | |  其他 | | 活动参与人员 | 国泰海通、人保资产 | | 时间 | 2025 年 6 月 10 日 | | 地点 | 上海 JW 万豪侯爵酒店 | | 上市公司接待 | 副总经理、董事会秘书：乔敏洋 | | 人员姓名 | 投资者关系专员：谢蝶 | | | 1、什么是三防加固类产品？ | | | 答：三防加固类产品是指具备防水、防尘、防摔三种防护特性的 | | | 电子产品，这类产品专为应对恶劣环境和复杂工况而设计，能够在极 | | | 端条件下稳定运行，具有可靠的性能和稳定性等特点。公司的加固智 | | | 能终端的形态包括加固笔记本电脑、加固平板和加固类手持终端及各 | | | 式各样的加固类工控产品。目前已成功应用于智能制造、交通运输、 | | | 能源勘探、公共事业等丰富多样的应用场景。公司旗下一站式加固计 | | 交流内容及具 ...

彭博的实时事件数据解决方案提供及时、高质量的事件动态数据流。客户无需被动接收大量信息， 而是可以通过订阅机制，按需接收基于推送的实时更新，从而专注于其关注的事件动态。彭博实时 事件数据解决方案目前提供以下产品，（公司行动和股利预测等数据集将于今年晚些时候推出）： 彭博将自动化流程和分析师监督相结合，提供关键性事件数据流，满足前台团队对速度和一致性的 要求。彭博利用自动化数据采集、文本分析和数据解析等技术，在信息公布的第一时间捕捉数十万 条公告、新闻稿、申报文件和券商动态，并由领域专家在重大更新之前对含糊或高影响力数据进行 评估。此外，多层质量控制也提高了数据流的准确性。 彭博企业数据实时内容全球主管Colette Garcia 表示： " 事件数据历来都是前台专业人士面临的挑战，由于这些数据的信息披露分散，并且需要跨多个来 源进行人工检索，同时数据时效性强，必须同时监控多达数千只证券。随着前台部门如今日益依 赖于通过自动化手段来应对监管、多资产交易策略和市场波动性驱动的不断变化的市场状况，彭 博也致力于提供实时事件数据和B-PIPE市场数据，帮助客户做出明智、以数据为本的决策，从而 即时获得超额收益并有效管理 ...

Core Insights - The article emphasizes the transformation of Xiaohongshu from a consumer-focused platform to a vital tool for B2B companies to reach professional audiences and build brand recognition. It outlines a comprehensive strategy for B2B marketing on Xiaohongshu, focusing on content layout and lead conversion [1]. Group 1: Audience Insights - The audience of Xiaohongshu is shifting from primarily young women (20-25 years old) interested in B2C to a more diverse group of professionals aged 25-35, including roles such as CMO and other mid-to-senior management positions in B2B companies [2][18]. - This demographic shift necessitates a change in marketing strategy from broad outreach to targeted engagement, focusing on professional topics like industry trends and management strategies while balancing analytical and visual content [2]. Group 2: Content Strategy - B2B marketing on Xiaohongshu should differentiate between direct needs (e.g., product selection) and peripheral needs (e.g., industry networking), using a keyword matrix to cover various scenarios [3]. - The content creation strategy involves a three-step approach: benchmarking existing content, creating original content, and developing a unique brand identity [4][5]. - Effective content should be structured to balance professionalism and attractiveness, utilizing a mix of data-driven insights and engaging formats [4]. Group 3: Lead Generation - The primary goal of B2B marketing is to convert traffic into actionable sales leads, following a standardized process of content hooks, lead capture, and tiered management [10]. - Lead management should follow a model categorizing leads into initial interest (Leads), marketing qualified leads (MQL), and sales qualified leads (SQL), with specific actions triggering transitions between these categories [12][13]. Group 4: Efficiency and Optimization - The article suggests implementing a standardized marketing process that integrates data across channels to manage the entire lead lifecycle effectively [15]. - Companies are encouraged to automate content generation and lead scoring based on user behavior, allowing for more efficient resource allocation and performance tracking [15]. - Regular testing of content effectiveness is recommended, focusing on metrics such as reading volume and conversion rates to optimize future content strategies [14]. Conclusion - Xiaohongshu is positioned as a long-term platform for B2B companies to build trust and drive conversions through professional content. Companies should focus on addressing real pain points of their target audience while continuously optimizing their marketing strategies based on data insights [15].

日本发那科在山梨县忍野村的总部举行展示会，展出了工业机器人和工厂自动化（FA）系统 等新产品和新功能。除了首次展出远程操作机器人外，还扩充了以3D重现机床加工面的功 能…… 在展示会上，还演示了在进行3D加工面估算时，可在显示器上对两个加工面进行比较。其目 的是为了更容易找出加工精度的改善点。重现实机的动作，与实际加工相比最大能以100倍速 度进行模拟。 展示会于5月19~21日举行，约7500人到场，比2024年增加1成。 日本经济新闻（中文版：日经中文网）细田琢朗 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日本发那科在山梨县忍野村的总部举行展示会，展出了工业机器人和工厂自动化（FA）系统 等新产品和新功能。除了首次展出远程操作机器人外，还扩充了以3D重现机床加工面的功 能。发那科将主要面向以制造业为主、追求提高生产效率的客户进行销售。 机器人（Robot）部门开发的远程操作系统由2台手臂型机器人组合而成。人类用手操作一 台，另一台实时做出同样的动作，对对象物进行加工。通过传感器将加工物产生的触感和阻 力反馈给操作人员，可在确保安全的前提下，替代以往需要熟练技工在危险环境中凭 ...

行情回顾 本周板块表现：上周（2025/06/02-2025/06/06）5 个交易日，SW 机械设备指数上涨 0.93%，在申万 31 个一级行 业分类中排名第 19；同期沪深 300 指数上涨 0.88%。2025 年至今表现：SW 机械设备指数上涨 7.29%，在申万 31 个一级行业分类中排名第 6；同期沪深 300 指数下跌 1.55%。 核心观点 投资建议 见"股票组合"。 风险提示 宏观经济变化风险；原材料价格波动风险；政策变化的风险。 敬请参阅最后一页特别声明 1 Figure 机器人分拣快递新视频曝光，人形机器人商用化场景落地值得期待。6 月 6 日，Figure 机器人分拣快递 新视频曝光，可熟练对不同种类快递进行分拣，并能够将快递逐个码放整齐，让条形码方便扫描仪识别。操作 完全由端到端通用控制模型 Helix 自主驱动。此前，Figure 公司 2 月底发布 Helix VLA 机器人大模型，几个月 训练进步飞速，助力机器人实现更多复杂的运动与协作，加速工业场景商用化落地。我们认为，机器人板块股 价已回调充分，而今年是人形机器人量产元年，下一步人形机器人实现商业化场景落地值得期待，带动产 ...

Group 1 - The Audi Q6L e-tron, as the first model based on the PPE luxury electric platform, marks a significant step in Audi's electrification strategy [1][4] - The vehicle features advanced technology, including Huawei's Qian Kun intelligent driving system, which utilizes dual lidar and visual fusion for L2-level driving assistance [4] - The Q6L e-tron has an extended wheelbase of 2995mm, catering to Chinese consumer preferences, and includes an 88-inch AR HUD and a five-screen interactive cockpit [4] Group 2 - The Audi Q6L e-tron is equipped with an 800V high-voltage battery system that supports a peak charging power of 270kW, allowing for a range of 765km [5] - The Audi FAW New Energy Company factory, where the Q6L e-tron is produced, integrates advanced automation with nearly 1000 robots, achieving 100% automated welding and a 90% efficiency increase in parts handling [5] - The factory's annual production capacity is planned to reach 150,000 vehicles, with a vehicle rolling off the line approximately every 120 seconds [5] Group 3 - The factory operates under a "zero emissions plan," utilizing 100% green energy and achieving a 95% carbon reduction through closed-loop recycling of aluminum materials [6] - Water resource management is emphasized, with 100% recycling of production and domestic wastewater, saving over 105,000 cubic meters of water annually [6] - The local supply chain is robust, with 50% of suppliers located within 30 kilometers of the factory, achieving a localization rate of 90% [6]

中新网南京6月7日电 艾默生无界自动化峰会近日在南京举行。艾默生亚太区市场营销副总裁Brian Joe 接受中新网采访时表示，中国经济发展迅速，已成为艾默生全球第二大市场。从传统制造到智能制造， 再到数字化运营和更深层次的应用，中国为艾默生带来了许多机遇。 自1979年通过第一个技术合作项目开始在中国投资，经过46年发展，艾默生在中国已建立18个生产、研 发及系统工程中心，拥有600多研发人员，超过2000名工程师，现场服务覆盖60多个城市。 Brian强调，艾默生坚持"在中国、为中国"战略，这种深度本地化的布局，使艾默生能够快速响应中国 客户的需求，这也是艾默生在中国市场脱颖而出的关键优势。 近年来，随着数字化转型步伐不断加快，智能制造正在重塑中国制造业格局。Brian表示，"中国市场的 技术迭代速度令人印象深刻"，这也为自动化技术带来了前所未有的发展机遇。 他同时提醒，当前制造业转型升级仍面临一些痛点，最为显著的是数据孤岛问题。生产、安全、能耗等 关键数据分散在独立系统中，难以形成协同价值。 而艾默生提出"无界自动化"理念的核心便是打破数据孤岛，通过企业运营平台(EOP)整合多源数据，结 合人工智能、数字 ...

Group 1 - Amazon is accelerating its robot project, testing humanoid robots for future delivery feasibility, marking a significant step towards "last mile" delivery automation [2] - A dedicated training center has been established by Amazon for high-intensity testing of various humanoid robots to evaluate their performance in real delivery scenarios, indicating a potential major change in package delivery methods [2] - Amazon has previously tested various autonomous robots in its warehouse operations, including the humanoid robot "Digit" developed by Agility Robotics, which is designed for handling packages inside delivery vehicles [2][5] Group 2 - The testing laboratory will feature multiple robots competing, including a robot produced by Chinese company Unitree, priced at approximately $16,000, showcasing Amazon's serious evaluation of various robotic solutions before large-scale deployment [2] - The impact of this technology on employment is significant, as Amazon employs hundreds of thousands of delivery personnel globally, and while there is no clear indication of replacing human workers, the development of delivery robots suggests a trend towards deeper automation in the final delivery phase [2][3] Group 3 - Amazon's robot initiative extends beyond merely replacing delivery drivers, as evidenced by its acquisition of autonomous vehicle startup Zoox for over $1 billion in 2020, highlighting its ambition for full-process automation from warehousing to doorstep delivery [5] - Amazon's strategy involves piloting multiple robots in warehouses, reflecting a meticulous plan for automation, preferring to test various manufacturers' robots to find the best solutions for different delivery challenges [5] Group 4 - The integration of autonomous vehicles with humanoid robots represents a fundamental shift towards comprehensive automation in logistics networks, potentially revolutionizing the delivery of millions of packages daily [6] - While human delivery personnel remain a crucial part of Amazon's delivery chain, the substantial investment in robot testing signals that this transformation may occur sooner than anticipated [6] - Through Zoox, Amazon aims to develop unmanned delivery vehicles that, in conjunction with humanoid robots, could establish a fully automated delivery system from warehouses to customers' doorsteps [6]

编号：2025-003 | | ■特定对象调研□分析师会议 | | --- | --- | | 投资者关系 | □媒体采访□业绩说明会 | | 活动类别 | □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 | 华福证券：李康瑞 | | 及人员姓名 | 上海证券：刘阳东 | | 时间 | 2025 年 5 月 14 日 14:00 | | 地点 | 精锻科技二厂区 会议室 | | 上市公司 | 董秘：董义 | | 接待人员姓名 | | | | Q：机器人业务规划？ | | | A：公司今年 3 月份已成立关于"关节电驱"的合资子公司，并已组建专业 | | | 团队负责机器人关节业务的研发和市场拓展工作。 | | | Q：如何看待机器人零部件轻量化？ | | | A：机器人轻量化是未来必然的发展趋势，公司已积极参与机器人关节和本 | | | 体相关零部件的轻量化研究和布局。 | | | Q：宁波公司的电磁阀业务？ | | | A：宁波公司的商用车电磁阀业务今年将逐步开始批产，另今年宁波公司又 | | 投资者关系活动 | 有新的商用车电磁阀项目获得 ...

Investor Day Welcome and opening remarks Senior Vice President, Investor Relations Forward looking statements This presentation relates to the Company's 2025 Investor Day at which the Company is discussing the Company's strategy, financial targets and capital allocation priorities, its plans for growth in revenues, margin expansion and advancements in technology, and its investment thesis (its "2028 Targets"). The Company intends that all statements in this presentation concerning the 2028 Targets, includin ...