报告期内，在半导体分立器件领域，公司突破高压超结结构MOS抗辐射加固技术，研制出多款高压抗辐射加固MOSFET产品；同时，突破陶瓷表贴器件顶 部散热封装设计技术，陶封功率器件产品散热能力得到提升。在机电组件领域，公司掌握了复杂陶瓷底板的设计及感应钎焊技术，平衡力接触器产品关键技 术指标得到提升；突破霍尔式接近开关高水压深海环境下输出稳定关键技术，并在船舶领域进行了应用；突破大电流断路器抗振技术，完成大电流单相带辅 助触点航空断路器研制。此外，在电能源领域，公司突破低温界面设计技术，完成高能量密度电池电芯研制。 （校对/黄仁贵） | | 本报告期 | 上年同期 | 本报告期比上年同期增减 | | --- | --- | --- | --- | | 营业收入(元) | 2, 409, 663, 141. 44 | 2, 429, 890, 742, 95 | -0. 83% | | 归属于上市公司股东的净利润(元) | 311, 989, 480. 19 | 420, 136, 657. 70 | -25.74% | | 归属于上市公司股东的扣除非经常性 损益的净利润(元) | 281, 354, 587, 38 ...

这种对技术的深度参与和执着追求，源于王燕清骨子里的技术创新基因。朴实的生活磨砺出他"既要实 干，更要奋斗"的底色，也赋予了他"把不可能变为可能"的韧劲。当年，松下为填补自有设备厂的产能 缺口，向先导智能提出了近乎苛刻的要求：新开发的动力电池圆柱卷绕机，效率必须达到每分钟30支 （30PPM），而那时松下自己最先进的设备也只能做到26PPM。面对这场极限考验，王燕清没有丝毫 犹豫，他深知这不仅是一笔订单，更是对公司高端制造能力的一次检验和认可。最终，先导智能不仅如 期交付了达到30PPM标准的卷绕机，更一举刷新了当时全球同类型设备的效率纪录。 片来源：企业供图 在新能源行业的激烈竞争中，先导智能凭借其深厚的技术底蕴和前瞻性的战略布局，稳健穿越新能源行 业的周期波动，稳坐龙头位置。这背后，离不开公司董事长王燕清的精准领航。 图 片来源：企业供图 从创业者到行业掌舵人：技术基因刻入骨髓 王燕清的创业之路始于无锡一间简陋的小仓库。从一人身兼工程师、钳工、电工数职，到如今执掌拥有 上万名员工的集团，他完成了从创业者到行业领军企业掌门人的蜕变。然而，即便站在了行业的巅峰， 王燕清依然保持着对生产一线的热忱。在公司里，他依 ...

机械ETF（516960）跟踪的是细分机械指数（000812），该指数从沪深市场中选取涉及工业自动化、工 程机械等细分子领域的上市公司证券作为指数样本，以反映机械设备行业内专注于特定技术领域的企业 证券整体表现。指数成分股通常具备较强的技术创新能力和市场竞争力，重点配置具有成长潜力的行业 领先企业。 民生证券指出，2025年上半年全球前十大组件供货商总出货量达247.9GW，同比增长10%，其中国内市 场占比58%，海外市场占比42%。TOPCon组件成为主流技术路线，占比超94%。当前光伏行业处于低 谷反转期，企业需平衡规模与盈利，通过差异化竞争提升长期竞争力。动力电池领域，2025年1-6月全 球装车量达504.4GWh，同比增长37.3%，宁德时代和比亚迪合计市占率达55.7%，行业呈现"强者恒 强"格局。蜂巢能源装机量同比大增208%，增速领先。电力设备板块，国家电网2025年第五十三批采购 中电能表需求同比增12%，采集终端需求同比增80.8%，显示电网投资持续加码。 没有股票账户的投资者可关注国泰中证细分机械设备产业主题ETF联接A（012516），国泰中证细分机 械设备产业主题ETF联接C（01 ...

近日，鹏力塑造一项目"U型管高速精密螺纹成型技术研究及装备研制"凭借显著的技术突破与行业价 值，成功斩获中国造船工程学会科技进步二等奖。 鹏力塑造针对单机生产效能低下制约规模化产出、人工操作占比高导致成本攀升、传统设备庞大的占地 面积增加企业运营负担等行业共性难题，组建专项研发团队，经过持续的技术迭代，成功研制出U型饮 料吸管高速螺纹成型装备，一举打破行业技术壁垒。 未来，鹏力塑造将继续以技术创新为核心驱动力，持续突破关键技术瓶颈，不断践行全球食品餐饮行业 包装耗材航母级服务商的品牌愿景，为行业高质量发展贡献更多技术成果与解决方案。 该装备实现了轻质管状物料高速、稳定的下料周转流程，经实际生产验证，周转效率较传统设备提升 150%，单台设备产能实现跨越式增长。通过创新设计缩短成型组件间距，设备在相同空间内的成型组 数扩展至原来的近4倍，大幅提升空间利用率。在减轻用工压力、节约厂房占地面积、提高产品质量、 降低噪音能耗等方面均带来了较大的经济价值。 ...

Financial Performance - In the first half of 2025, the company achieved operating revenue of 6.553 billion CNY, a 41.71% increase compared to the same period last year [2] - The net profit attributable to shareholders was 0.97 billion CNY, reflecting a growth of 6.35% year-on-year [2] - Total assets reached 8.586 billion CNY, up 8.29% from the beginning of the year, while total liabilities increased by 15.55% to 4.762 billion CNY [2] - The equity attributable to shareholders rose by 0.99% to 3.824 billion CNY, with a debt-to-asset ratio of 55.47%, an increase of 3.48 percentage points from the start of the year [2] Business Segments - The daily chemical business generated revenue of 2.987 billion CNY, a 56.14% increase year-on-year, with a sales gross margin of 5.31% [3] - The oil chemical business reported revenue of 1.34 billion CNY, up 30.36% from the previous year, with a sales gross margin of 34.21% [3] - The company has an annual production capacity of 1.1 million tons for OEM/ODM processing in personal care products [3] Risk Management - The company engages in futures hedging to mitigate risks associated with raw material price fluctuations, thereby controlling production costs [4] Strategic Development - The company aims to enhance its market share and competitiveness by focusing on the entire supply chain of surfactants, oil chemicals, and personal care products, while emphasizing customer-centric OEM/ODM services [5] - The company is committed to continuous technological innovation and process improvement, maintaining a leading position in product innovation and efficiency within the industry [5]

本报讯(记者冯雨瑶)8月21日晚间，重庆川仪自动化股份有限公司(以下简称"川仪股份（603100）")发布 半年报，上半年实现营业收入32.81亿元，实现归属于上市公司股东的净利润3.25亿元。 在严峻的外部环境下，公司积极优化营销策略，一方面内部提质，加强专业化营销、服务团队建设，强 化市场项目信息收集到合同落地全流程管理，不断提高订单获取能力；一方面外向突围，深耕大客户大 项目，拓展新市场新领域，并借力央企"总对总"优势，不断扩大合作"朋友圈"。 面对新变化新挑战，公司坚持聚焦主责主业承压奋进，大力推进技术创新、市场开拓、管理增效等重点 工作，持续锻造核心优势，增强核心功能，全力以赴应对行业周期性考验。上半年，公司持续加大研发 投入，加快主力产品技术升级以及新产品、新技术研发，拓展行业应用。一方面对标国际先进水平，持 续优化智能压力变送器、智能电磁冷水水表、智能阀门定位器等主力产品技术性能指标，不断提升产品 可靠性、稳定性和特殊工况适用性。另一方面针对中高端应用市场及新应用领域实施精准开发。例如， 多回转直流电动执行机构突破1.5kW直流电机控制难题，首次应用在水利水务行业；熔盐耐高温超声波 流量计攻克关 ...

8月20日，横店东磁（002056）（002056）发布2025年半年度报告，2025年上半年，公司实现营收 119.36亿元，同比增长24.75%；归母净利润10.20亿元，同比增长58.94%；扣非净利润10.71亿元，同比 增长77.83%。横店东磁积极响应国务院新"国九条"强化上市公司现金分红政策指引，向全体股东每10股 派发现金红利3.80元，现金分红金额6.09亿元，践行回报投资者的初心使命。 报告期内，横店东磁三大核心产业协同发力，磁材产业持续巩固头部地位，依托丰富的出货品类、优化 的产品结构及新品开发的显著成效，进一步提升公司整体经营质量；光伏产业凭借差异化的海内外产能 与市场布局，叠加深度参与下游应用解决方案，持续维持高水平盈利能力；锂电产业聚焦小动力市场深 耕突破，产量与收入均创历史新高，有力推动公司业绩实现大幅跃升。 深耕磁性材料赛道，筑牢技术创新壁垒与规模领先优势 磁性材料作为现代工业与高科技领域的核心基础材料，已深度融入新能源、电子信息、航空航天、生物 医疗等众多战略新兴产业的产业链条。而智能汽车电子、智能装备及机器人AI服务器等新兴应用场景 的持续拓展，更为磁性材料产业开辟了巨量的 ...

公开资料显示，艾芬达成立于2005年，是一家专业从事暖通产品的研发、设计、生产和销售的高新技术 企业，卫浴毛巾架系列为公司核心产品。 艾芬达表示，公司未来将继续加大科技创新和研发投入，发挥数字化转型企业的示范作用，助推电热毛 巾架产业升级和可持续发展。同时，公司将深耕全球市场，为全球消费者提供更优质、智能的电热毛巾 架产品，引领行业创新发展新潮流。 文/佑尚 在寻常的卫浴毛巾架赛道，凭借对产品核心性能的苛刻追求，以及对技术创新与用户体验提升的不断求 索，艾芬达将"一米宽"的市场挖出"百米深"，构筑起领先的竞争优势，成为赛道"隐形冠军"。 前景广阔业绩稳步增长 卫浴毛巾架产品除用于家庭住宅领域外，还广泛应用于泳池房、桑拿房、游艇、酒店、健身房和其他体 育设施等商业领域。 根据KBVResearch的研究报告，卫浴毛巾架产品的全球市场规模从2020年的7.69亿美元增长到2024年的 9.81亿美元，其中欧洲市场占比约为42%左右；预计到2031年，卫浴毛巾架市场规模将达到15.29亿美 元，其中欧洲市场仍占比40.65%。 我国卫浴毛巾架产品生产起步于20世纪90年代，主要由一些五金件及供暖设备生产企业转型而来 ...

Core Viewpoint - The company, Canadian Solar Inc. (stock code: 688472.SH), reported significant growth in its photovoltaic and energy storage business for the first half of 2025, showcasing strong global competitiveness and technological innovation [1]. Financial Performance - In the first half of 2025, the company achieved a revenue of 21.052 billion yuan, with Q2 revenue reaching 12.467 billion yuan, a substantial increase of 45.2% compared to Q1 [3]. - The net profit attributable to shareholders for the first half was 731 million yuan, with a net profit of 836 million yuan after excluding non-recurring gains and losses. Q2 alone saw a net profit of 749 million yuan, reflecting a growth of over 700% from Q1 [3]. - The operating cash flow was robust, with a net inflow of 3.78 billion yuan, marking a year-on-year increase of 157.95%, supporting future R&D and market expansion [3]. Core Business Development - The company maintained its leading position in the photovoltaic module market, with a total shipment of 14.8 GW in the first half of 2025 [4]. - The top three markets for shipments were China, North America, and Europe, indicating a balanced and high-quality global distribution capability [5]. - The energy storage business emerged as a strong growth engine, with Q2 shipments of 2.2 GWh, a growth of over 140% from Q1, and total shipments of 3.1 GWh for the first half, a 20% increase year-on-year [6]. Global Project Expansion - The company secured significant contracts globally, including a 100 MW/576 MWh project in North America and a 228 MW/912 MWh project in South America, demonstrating strong recognition from top energy developers and utility companies [8]. Technological Innovation - The company invested 354 million yuan in R&D during the reporting period, maintaining a strong patent portfolio with 5,077 applications and 2,248 active patents [9]. - The product matrix includes advanced photovoltaic modules and energy storage systems designed for various applications, enhancing overall asset value and reliability [10]. ESG Leadership - The company is recognized for its commitment to sustainability, achieving a top position in global ESG rankings and receiving various certifications for its products [11][12][13][14][15]. Q3 2025 Outlook - The company plans to adjust its Q3 module shipment target to 5.0-5.3 GW, with an annual target of 25-27 GW, and expects energy storage shipments of 2.1-2.3 GWh for Q3, maintaining an annual target of 7-9 GWh [18].

Core Viewpoint - Shenzhen has emerged as a leader in modern agriculture, with 20 companies listed in the "2024 China Agricultural Enterprises Top 500," showcasing its strength in agricultural innovation and technology-driven platforms [1][2]. Group 1: Agricultural Enterprises in Shenzhen - Shenzhen ranks first among major cities in China with 20 companies on the "2024 China Agricultural Enterprises Top 500" list, with a total of 226 agricultural leading enterprises in the city [1]. - The city hosts 14 national-level and 133 provincial-level agricultural leading enterprises, indicating a robust agricultural sector [1]. - Notable companies include Deep Agriculture Group, which operates 35 offline agricultural wholesale markets with an annual transaction volume of 2.5 trillion yuan and 36 million tons [1]. Group 2: Technological Innovation in Agriculture - Shenzhen is recognized for its technological innovation, which is crucial for enhancing agricultural productivity and transitioning from a large agricultural nation to a strong agricultural nation [2]. - The city has established national agricultural technology parks and various innovation platforms, including 9 academic workstations and a national gene bank [2]. - Companies like Tencent and DJI are advancing digital agriculture, with DJI operating over 300,000 agricultural drones globally [2]. Group 3: Comparison with Developed Countries - Developed countries typically utilize a "farm-to-table" model that integrates various agricultural processes, ensuring global competitiveness through high R&D investment in biotechnology and sustainable practices [3]. - These countries maintain control over critical agricultural production and logistics, highlighting the need for similar strategies in China [3]. Group 4: Challenges and Opportunities in China's Agriculture - China's agricultural modernization is still lagging, with issues such as "data silos" hindering the flow of information between production and demand [4]. - There is a need for increased investment in agricultural technology and the integration of e-commerce platforms to enhance supply chain efficiency [4]. - Shenzhen's strengths in information technology and innovation can address these challenges, creating opportunities for increased agricultural efficiency and modernization [4].