人民财讯9月30日电，据广东宏大（002683）官微消息，公司中标新疆能源集团哈密三塘湖公司石头梅 一号露天煤矿无人驾驶采煤业务。根据项目要求，需以无人驾驶采煤为核心，实现原煤采装、运输、排 卸全流程智能化运营——不仅要实现采矿全环节无人驾驶覆盖(含矿卡运输、采装设备无人作业)，同步 落地远程操控挖机作业，还需长期保持安全生产标准化一级水平，在高效开采与戈壁生态保护间找到精 准平衡。 ...

格隆汇9月29日丨中伟股份(300919.SZ)公布，公司与厦门厦钨新能源材料股份有限公司（简称"厦钨新 能源"）于2025年9月29日签署《战略合作框架协议》。双方合作围绕消费电子、动力电池、低空经济、 AI及机器人等新兴领域的关键电池材料供应链展开，重点覆盖三元材料、钴酸锂、固态/半固态锂电材 料、富锂锰基等高成长性产品，并延伸至前驱体、循环回收、锂产品及全球资源开发，充分发挥双方技 术、工程、资源、产线、产能等优势，实现合作共赢。 双方本着战略合作精神，将在产品供销、委托加工等方面进行长期稳定合作。未来三年，甲乙双方预计 在三元前驱体、四氧化三钴、固态前驱体、富锂锰基前驱体等产品以及循环回收和锂产品的合作量达约 11.5万吨/年（预估四氧化三钴约4万吨/年，三元前驱体约5万吨/年，碳酸锂/磷酸锂约1.5万吨/年，回收 料业务约1万吨/年，合计三年总量约34.5万吨）。 本次合作聚焦固态电池等前沿技术，通过整合双方研发资源，加速突破新材料研发、缩短新产品研发周 期，快速响应市场对高能量密度、快充电池的需求，奠定了公司在固态电池等新技术中的先发优势，巩 固行业技术标杆地位。此外，双方通过矿产资源开发与全球产 ...

Core Insights - The stock price of Boshi Jie fell by 2.01% on September 29, closing at 94.30 CNY per share, with a total market capitalization of 8.392 billion CNY [1] - The company has seen a year-to-date stock price increase of 39.63%, but has experienced a decline of 1.02% over the last five trading days and 3.14% over the last twenty days [1] Financial Performance - For the first half of 2025, Boshi Jie reported a revenue of 805 million CNY, representing a year-on-year growth of 20.17%, and a net profit attributable to shareholders of 108 million CNY, up 19.07% year-on-year [2] - The company has distributed a total of 131 million CNY in dividends since its A-share listing [3] Shareholder Structure - As of June 30, 2025, the top ten circulating shareholders include new entrants such as Xin'ao New Energy Industry Stock A and Guangfa Small and Medium Cap Selected Mixed A, indicating a shift in shareholder composition [3] - The number of shareholders increased by 0.76% to 8,229, while the average circulating shares per person decreased by 0.75% to 4,853 shares [2] Business Overview - Boshi Jie, established on June 4, 2009, specializes in the research, design, production, and sales of IoT smart hardware products, with a focus on intelligent vehicle terminals and smart travel components [2] - The company's revenue composition includes intelligent vehicle terminals (38.80%), smart travel components (28.42%), and other smart hardware (23.20%) [2] Market Activity - The stock has appeared on the trading leaderboard four times this year, with the most recent instance on February 28, where it recorded a net purchase of 52.66 million CNY [1] - The trading volume on September 29 was 109 million CNY, with a turnover rate of 2.86% [1]

Company Overview - Yongxin Optical is located in Ningbo, Zhejiang Province, established on February 21, 1997, and listed on September 10, 2018. The company primarily engages in the research, production, and sales of optical microscopes, optical components, and other optical products [1][2] - The main revenue composition includes optical components series (57.56%), microscope series (39.97%), and others (2.47%) [1] Financial Performance - As of June 30, 2025, Yongxin Optical achieved a revenue of 441 million yuan, representing a year-on-year growth of 2.95%. The net profit attributable to the parent company was 108 million yuan, with a year-on-year increase of 8.75% [2] - Since its A-share listing, Yongxin Optical has distributed a total of 555 million yuan in dividends, with 307 million yuan distributed over the past three years [3] Stock Performance - On September 29, Yongxin Optical's stock price increased by 2.00%, reaching 112.03 yuan per share, with a trading volume of 194 million yuan and a turnover rate of 1.60%. The total market capitalization is 12.428 billion yuan [1] - Year-to-date, the stock price has risen by 20.50%, but it has decreased by 7.41% in the last five trading days and by 3.74% in the last 20 days. Over the past 60 days, the stock price has increased by 35.68% [1] Shareholder Information - As of June 30, 2025, the number of shareholders is 15,200, a decrease of 8.33% from the previous period. The average circulating shares per person increased by 9.09% to 7,306 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 715,200 shares, an increase of 63,800 shares compared to the previous period [3] Market Position - Yongxin Optical belongs to the Shenwan industry classification of electronics-optics optoelectronics-optical components. The company is associated with sectors such as photolithography machines, optics, unmanned driving, semiconductors, and machine vision [1]

Core Insights - Snian Intelligent Driving announced the completion of a multi-hundred million yuan Series B+ financing round on September 29, with investments from various institutions including Zhengzhou High-tech Industrial Investment Fund and Huarong [2] - The funds will primarily be used for the research and development of autonomous driving products and market expansion [2] Company Overview - Founded in April 2020, Snian Intelligent Driving has established an integrated "vehicle-road-cloud" architecture, providing intelligent solutions across various industrial logistics scenarios [2] - The company is headquartered in Deqing, Zhejiang, with R&D centers in Beijing, Zhengzhou, and Shanghai, covering a full-service system including intelligent driving, cloud big data, edge computing, and autonomous chassis [2] Business Achievements - Since 2025, Snian Intelligent Driving has made significant breakthroughs in multiple business areas, achieving new stages in both technology and commercialization [2] - In L4 closed scenarios, the company has established long-term partnerships with over 20 leading global ports, maintaining the top market share according to Frost & Sullivan data [2] - In L4 open scenarios, the company has deployed nearly a hundred vehicles in key regions such as Baotou, Tianjin Dongjiang, and Yongjin Expressway, leading the industry's intelligent upgrade [2] Innovations and Applications - Snian Intelligent Driving has led the construction of several industry-first projects, including the first automated terminal for general cargo and the first fully automated transformation project for traditional terminals [3] - The company's solutions are widely applied in major enterprises such as PetroChina and Ningbo Port, serving over 100 clients and achieving an annual business growth rate of 30% to 40% [3] Future Directions - The founder and chairman, He Bei, stated that the financing will focus on three main areas: enhancing technology and products for diverse scenarios, accelerating the adaptation of customized and self-developed chassis, and promoting large-scale production to achieve rapid revenue growth and steady profitability [3]

截至6月30日，中集车辆股东户数3.55万，较上期减少2.95%；人均流通股40937股，较上期增加3.04%。 2025年1月-6月，中集车辆实现营业收入97.53亿元，同比减少8.85%；归母净利润4.03亿元，同比减少 28.48%。 资料显示，中集车辆(集团)股份有限公司位于香港湾仔皇后大道东248号大新金融中心40楼,广东省深圳 市南山区蛇口港湾大道2号，成立日期1996年8月29日，上市日期2021年7月8日，公司主营业务涉及半挂 车、专用车上装、冷藏厢式车厢体等生产。主营业务收入构成为：全球半挂车80.61%，上装、底盘及 牵引车17.14%，其他(补充)2.25%。 中集车辆所属申万行业为：汽车-商用车-商用载货车。所属概念板块包括：整车、融资融券、新能源 车、冷链物流、无人驾驶等。 资金流向方面，主力资金净流出133.76万元，大单买入141.10万元，占比4.15%，卖出274.86万元，占比 8.08%。 中集车辆今年以来股价涨5.36%，近5个交易日涨4.05%，近20日涨0.87%，近60日涨11.46%。 来源：新浪证券-红岸工作室 9月29日，中集车辆盘中上涨2.67%，截至09 ...

01 全球汽车产业进入"电动智能时刻" 据中国科协主席、世界新能源汽车大会主席万钢介绍，今年上半年，全球新能源汽车销量达975万辆，同比增长31.3%，创历史新高，市场渗透率已达 21.4%。其中，中国、欧洲、美国等多个国家和地区新能源汽车销量均呈现明显增长态势。可以说，在绿色低碳和高质量发展共识之下，全球汽车产业已经 进入"电动智能时刻"。 9月27~29日，2025年世界新能源汽车大会（WNEVC）在海南海口盛大启幕。在9月28日召开的"前瞻科技与融合创新"主论坛现场，来自整车制 造、动力电池、芯片研发、平台服务等多领域的行业代表齐聚一堂，围绕前瞻技术的融合创新发展，共探未来出行新生态建设之路。 科学技术部副秘书长苗鸿表示，当前正处于由科技革命驱动的百年未有之大变局时代，汽车这一工业产品正在被重新定义。人工智能、大数据、新材 料、先进材料等前沿科技正在重塑、拓宽汽车的边界。中国新能源汽车产业的发展之路，正是一条坚定不移的科技创新之路。今年上半年，我国新能源汽车 新车销量达到汽车新车总销量的44.3%，其背后是中国汽车产业在关键领域的技术突破与产业链的日趋完善。 苗鸿强调，未来，我国新能源汽车将持续实现技术 ...

Group 1 - The company has entered mass production of core cooling components for lithography machines, and high-purity 300mm silicon targets for advanced storage chips are being supplied in stable batches [1] - Significant progress has been made in the company's harmonic magnetic field motor technology, which is gradually being industrialized for applications in humanoid robots, automotive thermal management, and autonomous driving in new energy vehicles [1] - The company has signed contracts to obtain industrialization technology for PEEK materials, and a full-size biped robot assembly factory has begun supplying components in bulk for Zhiyuan Robotics [1]

时代需求 02 2025年，商务旅行版图正在快速演变。来自全球不同地区的旅行者，对个性化体验、可持续性以及技术创新的需求，正在深刻改变行业运作和产品设计方 式。 在2025环球旅讯峰会的【商旅数字化峰会】上，BCD Travel 北亚区董事总经理高思伟与土耳其航空首席代表兼华东区总经理易卜拉欣·奥尔汗勒，以及赫 兹国际租车销售总经理-中国区魏冬梅展开对话，共同探讨"全球视角：多样化需求下的商旅产品创新与挑战"。 01 多样化需求下的挑战 高思伟：在满足商务旅行需求和提供多样化产品方面，你们目前遇到的最大挑战是什么？ 魏冬梅：赫兹(Hertz)租车在全球140个国家设有1万个网点，拥有100万辆车辆。企业客户的需求主要集中在两方面：一是希望在不同城市或国家灵活租 车，二是希望租到所需要的车辆。 总体来说，我们能够满足大部分需求，但最大的挑战在于集中支付。在海外，商旅客人普遍使用公司信用卡支付租车费用，而在中国，不是每家公司都给 经常出差的员工发商务信用卡。尤其是跨城市或跨国差旅时，整合支付和数据管理相当复杂。好在我们已经开发了相应解决方案，能帮助企业高效管理支 付流程。 易卜拉欣·奥尔汗勒：土耳其航空每天有航班 ...

第二十五届中国国际工业博览会（下称"工博会"）上， 机器人 （300024.SZ，下称"新松机器人"）展台人头攒动，其多可仿生 人形机器人 "睿 可"系列刚刚斩获机器人届的"奥斯卡大奖"——CIIF大奖。 然而，这场技术秀场的聚光灯背后，却是公司近年来在资本市场与经营业绩上的持续低迷。被誉为"国产机器人先行者"、"机器人第一股"，新 松"第一"的头衔却似乎越来越名不副实。 量滞利亏 2025年半年报显示，新松机器人实现营收16.60亿元，同比微降0.07%，增长近乎陷入停滞。更令人担忧的是其盈利能力，报告期内归母净利 润-9535.82万元，同比大幅下降54.32%；扣非后归母净利润为-1.22亿元，同比下降12.66%。毛利率14.62%，同比亦有所下滑。 这份成绩单在行业复苏的背景下显得格格不入。 高工机器人产业研究所（GGII）报告称，2025年上半年中国工业机器人市场累计销量同比增长13.36%。国家统计局数据也显示，同期工业机器人 产量达36.93万套，同比猛增35.6%。行业整体向好，"老牌"新松机器人的业绩疲软尤为刺眼。 | | | | | | | 甲:70 | | --- | --- | -- ...