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软通动力(301236):营收利润逐步向好 AI以及软硬一体布局持续深化
Xin Lang Cai Jing· 2025-05-03 08:46
Core Insights - The company reported a significant increase in revenue for the year 2024, achieving 31.316 billion yuan, a year-on-year growth of 78.13%, but the net profit attributable to shareholders decreased by 66.21% to 180 million yuan [1] - The gross profit margin for 2024 was 12.46%, showing a slight decline compared to the previous year [1] - The company is actively embracing AI and expanding its strategic focus on AI, data elements, industrial internet, and intelligent financial assets [4] Financial Performance - In Q4 2024, the company achieved a revenue of 9.109 billion yuan, a year-on-year increase of 91.79%, while the net profit attributable to shareholders was 104 million yuan, down 42.49% [2] - The gross profit margin for Q4 2024 was 12.88%, with a decrease in expense ratios for sales, management, and R&D [2] - For Q1 2025, the company reported a revenue of 7.011 billion yuan, a year-on-year growth of 28.65%, but a net loss of 198 million yuan, an improvement from a loss of 277 million yuan in the same period last year [3] Strategic Developments - The company completed the acquisition and integration of Tongfang Computer in January 2024, rebranding it as Softcom Computer in November 2024, enhancing its capabilities in IT infrastructure solutions [5] - Softcom Computer focuses on both PC terminal and enterprise-level businesses, providing a wide range of products that support various mainstream technology platforms [6] - The company is investing in AI technology and developing innovative solutions to support industry transformation, including the DenovoX intelligent computing service platform [4] Future Outlook - Revenue projections for 2025-2027 are estimated at 36.243 billion yuan, 43.555 billion yuan, and 53.334 billion yuan, with corresponding net profits of 356 million yuan, 432 million yuan, and 545 million yuan, indicating a recovery in performance driven by innovation and AI [7]
数字中国峰会观察:数实融合,激活制造业新动能
Zhong Guo Xin Wen Wang· 2025-04-30 13:46
中新社福州4月30日电 (记者 刘育英)装备、矿山、钢铁、汽车、服装、轻工......在第八届数字中国建设 峰会展示的案例中,人工智能、工业互联网、云计算等数字技术与制造业的融合向深向实,正在重塑制 造业的生产运营模式。 中国联通董事长陈忠岳指出,中国联通依托工业互联网研究院和智慧轻工军团等力量服务三千余家福建 企业,形成福州福清、泉州晋江等17个产业集群,带动制造业数字化转型链式协同。 数智技术将把制造业带到何方?中国移动总经理何飚表示,人工智能深度嵌入研发设计、生产制造、营 销服务、运营管理全链条,加速形成"模型即服务"等新生产平台,创建"数字孪生"等新生产形式,推动 企业生产要素、劳动工具、组织体系发生深刻变革。 在中国联通展区,一台具身机器人正在精准抓取和分拣桌上的小零件,吸引参展者的目光。通过机器视 觉和人工语言交互,具身智能机器人可实现目标的识别,规划自主线路,完成物体的抓取和分拣。该系 统还集成动捕套装、VR(虚拟现实)遥操,端云协同高效采集数据,通过流水线质检标注优化AI(人工智 能)训练,适用于工厂搬运等场景。 在第八届数字中国建设峰会期间,中国联通展区,一台具身机器人正在精准抓取和分拣桌上 ...
创耀科技(688259):公司业绩短期承压,不断丰富产品矩阵,促进公司长期发展
Great Wall Securities· 2025-04-30 10:51
证券研究报告 | 公司动态点评 2025 年 04 月 30 日 创耀科技(688259.SH) 下游需求放缓,业绩短期承压。2024 年受全球经济增速放缓及终端市场整体 需求下降的影响,公司接入网业务规模有所下降。2024 年公司实现主营业务 收入 5.92 亿元,同比下降 10.44%。实现归母净利润 6047.48 万元,同比增 长 3.48%,实现扣非后归母净利润 4510.07 万元,同比增长 4.42%。其中 24Q4 单季度实现营收 1.64 亿元,同比下降 20.5%,环比增长 15.3%;单季 度归母净利润 1358.85 万元,同比下降 26.21%,环比增长 14.01%。分产品 看,2024 年公司软件与集成电路业务收入同比下降 10.44%,通信芯片与解 决方案业务营业收入同比下降 15.10%,营业成本同比下降 8.81%,毛利率 下降 4.89 pct;其中接入网网络芯片及解决方案业务中的产品以及技术开发 服务取得的营业收入同比小幅下降,电力线载波通信芯片与解决方案业务取 得的营业收入同比小幅增长。芯片版图设计服务营收同比增长 13.23%,毛 利率为 21.28%。从费用端看: ...
多项政策和成果集中发布,工业互联网重磅会议5月下旬举行
Xuan Gu Bao· 2025-04-30 06:43
大会主要内容预告如下: 一、事件:工业互联网大会 2025工业互联网大会将于5月21日至23日于苏州举办。 | 2025工业互联网大会 | | | --- | --- | | 主要内容预告 本次大会将设置开幕式、主论坛、平行论坛、 | | | 开幕式 。 | 重磅发布多项工业互联网政策和产业重要成果。 | | 拟围绕新型工业化、新质生产力举办2场主论坛。 | | | ·主论坛 | 围绕工业互联网赋能新型工业化,深入推进"智改数转网联 | | 围绕工业互联网驱动新质生产力,快速推动"人工智能+制议 | | | 拟围绕工业互联网的"三个高质量"举办多场平行论坛。 | | | 体系发展高质量,拟围绕工业互联网网络、标识、平台、数 | | | 3 平行论坛 | 应用创新高质量,拟围绕人工智能+制造、工业数字化绿色 | | 产业协同高质量,拟从学术、企业、金融不同主题协同发展 | | | 产业系列活动 | 拟设置4场产业活动,包含工业互联网产业联盟理事大会/会 | | 5 成果展示 | 拟举办工业互联网成果展示活动,邀请工业互联网试点项目 | | 方案、应用、生态等。 | | 大会还将举办工业互联网成果展,全面展示工业 ...
曲阜汽车零部件产业集群崛起
Xin Lang Cai Jing· 2025-04-30 03:44
转自:经济导报 新能源汽车在低速行驶时会发出"嗡嗡嗡"的声音,这是汽车为了安全设置的低速提示音。在国内市场 中,电动汽车低速提示音系统有四成以上来自曲阜。 除了新能源汽车内的电声产品"出圈",全国最大的感温控温元件生产基地也坐落于此。曲阜生产制造的 电子轮速传感器等拳头产品,更是成为新能源汽车与传统汽车领域的"隐形冠军"。如今,这里没有轰鸣 的人工流水线,取而代之的是工业互联网与人工智能深度渗透的智能工厂。 推开音效评价室厚重的隔音门,一个充满科技感的声学空间在眼前展开,多组嵌入式扬声器矩阵如星群 般分布在天花板、地板和四壁。中央区域,四张赛车式人体工学坐椅有序排列。 "在这里,我们可以通过模拟汽车驾驶室的环境,沉浸式感受不同赫兹的声音效果。"宫恩杰介绍,公司 深耕电声领域多年,生产的电动汽车低速提示音产品、电喇叭等产品,以高可靠性、智能化设计赢得了 市场青睐。"像我们的电喇叭,年产值达3000万元,不仅为国内主流车企配套,还出口到东南亚以及欧 美市场。"宫恩杰说。 "除此之外,为满足市场需求,公司5000万套智能电声产品研发制造项目现已正式开工,同时我们还会 引进各类实验、检验设备仪器,可以进行声学频谱分析 ...
安福县福创建设开发有限公司成立,注册资本1000万人民币
Sou Hu Cai Jing· 2025-04-30 03:41
来源:金融界 经营范围含许可项目:建设工程施工(依法须经批准的项目,经相关部门批准后在许可有效期内方可开 展经营活动,具体经营项目和许可期限以相关部门批准文件或许可证件为准)工业设计服务,工业工程 设计服务,承接总公司工程建设业务,工业互联网数据服务,建设工程消防验收现场评定技术服务,消 防技术服务,专用设备修理,机械设备销售,增材制造装备制造,安全技术防范系统设计施工服务,人 工智能行业应用系统集成服务,节能管理服务,专业设计服务,工程管理服务,数字技术服务,园林绿 化工程施工,集贸市场管理服务,保温材料销售,生物质能技术服务,融资咨询服务,租赁服务(不含 许可类租赁服务),工程和技术研究和试验发展,停车场服务(除依法须经批准的项目外,凭营业执照 依法自主开展经营活动) 企业名称安福县福创建设开发有限公司法定代表人邱文财注册资本1000万人民币国标行业建筑业>土木 工程建筑业>其他土木工程建筑地址江西省吉安市安福县高新技术产业园区管委会三楼309室企业类型 有限责任公司(非自然人投资或控股的法人独资)营业期限2025-4-29至无固定期限登记机关安福县市 场监督管理局 天眼查App显示,近日,安福县福创建设 ...
宝通科技20250429
2025-04-30 02:08
宝通科技 20250429 摘要 • 宝通科技 2024 年营收 36.27 亿元,移动互联网板块收入 14.36 亿元,工 业互联网板块收入 18.66 亿元,其中智能输送数字化产品收入 13.92 亿元, 智能输送产品与服务收入 4.73 亿元,同比增长 31.15%。整体毛利率为 25.26%。 • 2025 年第一季度,宝通科技营收 7.59 亿元,同比下降 9.62%;归母净 利润 5,455 万元,同比下降 36.47%。移动互联网板块收入 3.52 亿元, 同比下降 24%;工业端收入 4.07 亿元,同比增长 8.24%。 • 易幻子公司 2024 年营收 9.2 亿元,利润 2.28 亿,同比增长 248%,主 要受益于《马赛克英雄》在日本的成功发行,收入超过 5 亿人民币。2025 年第一季度,易幻营收 2,540 万元,同比下滑 16%,净利润 6,953 万元, 同比下滑 18%。 • 海南高图子公司 2024 年营收 5.17 亿,实现利润 1,458 万,扭亏为盈。 《Bloodline》运营三年,2024 年收入超过 1.7 亿人民币。 • 工业互联网领域,数字化输送带产品收入 ...
品高股份荣获新一代信息技术创新产品大奖
Sou Hu Wang· 2025-04-30 01:05
Group 1 - The "2025 IT Market Annual Conference" was held in Beijing, focusing on the theme "IT Leap Forward, Smart Victory in the 14th Five-Year Plan," aiming to drive the ICT industry during this critical period [2] - Pingao Co., Ltd. was awarded the "New Generation Information Technology Innovation Product" for its unique performance in the intelligent computing field [2] Group 2 - The demand for computing power is experiencing explosive growth due to the rapid development of technologies such as artificial intelligence, big data, and industrial internet, accelerating the evolution of high-performance and secure intelligent cloud services [4] - Pingao Co., Ltd. is transitioning from traditional cloud computing and big data services to a "cloud-edge-end" collaborative computing and domestic intelligent computing software-hardware integration direction [4] Group 3 - The distributed cloud platform of Pingao adopts a fully asynchronous distributed architecture design, achieving unified management and intelligent scheduling of different computing resources [6] - The platform supports multi-dimensional computing resource scheduling, covering various general-purpose and intelligent computing chips, and integrates multiple storage and network technologies [6] Group 4 - The distributed cloud platform enables "cloud-edge-end" intelligent collaboration, with centralized cloud orchestrating edge-end resources and edge nodes capable of housing lightweight AI inference engines [7] - End devices support various domestic chips and are designed for plug-and-play functionality [7] Group 5 - The self-developed dual-engine architecture of the distributed cloud platform allows physical machines to simultaneously support virtualization and containerization, managed by a unified scheduler for global pooling of computing, storage, and network resources [8] - This architecture adapts to both stable and dynamic business needs [8] Group 6 - The BingoAIInfra intelligent computing scheduling platform offers GPU slicing capabilities and advanced cloud-native scheduling, ensuring efficient support for AI computing tasks under varying loads [9] - It also supports enterprise-level multi-tenant management, ensuring resource security and reducing operational costs while enhancing overall computing efficiency [9] - Looking ahead, Pingao Co., Ltd. aims to focus on the "special industry artificial intelligence + domestic computing power ecosystem" strategy, promoting the development and integration of key areas such as cloud computing, big data, and hardware-software integration [9]
37年坚守制造初心 创新引领生态征程
Qi Lu Wan Bao· 2025-04-29 22:42
中华全国总工会成立100周年暨全国劳动模范和先进工作者表彰大会 87 : 84 Inter so # 1 (ST 01 周云杰 周云杰,海尔集团党委书记、董事局主席、首席执行官,正高级工程师,2025年"全国劳动模范"。曾 获"全国五一劳动奖章""全国优秀共产党员""山东省省长质量奖""中国经济新闻人物"等荣誉。 自1988年加入青岛电冰箱总厂,周云杰37年如一日深耕制造业,参与并加速推进了海尔从传统制造企业 转型为物联网生态品牌生态品牌。在他的引领下,海尔在智慧住居领域带动产业"高端化、智能化、绿 色化、集群化"升级,布局大健康、产业互联网等新兴领域。 周云杰深耕制造主业,推动家电产业"高端化、智能化、绿色化、集群化"升级,增强自主品牌国际竞争 力。以高端品牌创造高品质生活,海尔旗下卡萨帝品牌实现7年增长13倍,成为轻工行业唯一一个单价 及销量全面超越欧美品牌的中国品牌;海外市场坚持自主创牌,海外销售的中国品牌家电每10台中有6 台是海尔贡献的,为"中国制造"向"中国品牌"转型提供示范路径。 智能化转型中,周云杰以大规模定制重塑制造模式,推动国内工厂制造费率优化4%,人均效率提升 16%。2020年,他首创 ...
“反向代购”折射中国市场活力(每月消费观察)
Ren Min Ri Bao· 2025-04-29 22:14
Group 1 - The core viewpoint is that there is a rising trend of American consumers purchasing goods from China, driven by lower prices and the convenience of "reverse purchasing" [1][2][3] - Alipay data shows that in the first half of April 2025, the spending of tourists in China increased by 150%, with American users spending twice as much compared to the previous year [1] - The trend reflects a shift from Chinese consumers buying global products to foreign consumers increasingly purchasing Chinese goods, indicating new vitality and opportunities in international trade and consumption [1][2] Group 2 - The growth of "reverse purchasing" is attributed to advancements in China's manufacturing sector, including improvements in product quality, technological innovation, and design capabilities [2] - The introduction of an upgraded tax refund policy for outbound tourists, allowing immediate refunds at the point of purchase, has further stimulated shopping enthusiasm among foreign visitors [2] - The changing international trade environment, particularly the imposition of tariffs by the U.S. government, has made Chinese products more appealing due to their competitive pricing and quality [3] Group 3 - China's economic report for April indicates a stable start to the year, with a 4.6% increase in retail sales of consumer goods, accelerating by 1.1 percentage points compared to the previous year [4] - Policies aimed at integrating domestic and foreign trade are being implemented, facilitating connections between supply and demand, and promoting the expansion of domestic markets for foreign trade enterprises [4] - The comprehensive industrial system in China enhances the competitive advantage of Chinese products, while diverse consumption scenarios highlight the potential of the Chinese market [4]