中山大洋电机股份有限公司 证券代码：002249 证券简称：大洋电机 中山大洋电机股份有限公司投资者关系活动记录表 编号：2025-02 |  | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | 现场参观 | | | 其他 | | 参与单位名称及 | 国信证券 李全 | | 人员姓名 | 招商证券 马显翠 | | | 大兴华旗资管 何海杰 | | 时间 2025 | 年 月 日 6 6 10:00-11:30 | | 地点 | 公司会议室 | | 上市公司接待人 | 董事会秘书 肖亮满 | | 员姓名 | 证券事务主管 刘晚秋 | | | 公司董事会秘书向参会人员介绍了公司发展历程以及三大产业布局， | | | 包括各个关键发展节点以及相关的发展战略；同时，介绍了公司 2024 年各 | | | 业务板块的发展情况以及公司在全球的产业布局情况，包括在不同国家和 | | | 地区的工厂建设、业务分布、市场拓展等。主要交流内容如下： | | | 1．2024 年，公司 BHM 事业部营收同比 ...

Group 1: Emerging Marine Industries - The marine economy structure in China is optimizing and upgrading, with an index of 131.0, reflecting a 1.8% increase from the previous year [2] - The added value of emerging marine industries has grown by 7.2% year-on-year, indicating a rising proportion within the marine economy [2] - The IPO financing scale for marine-related enterprises reached 11.4 billion yuan, accounting for 17.0% of the total IPO financing [2] Group 2: Deep Sea Technology Developments - The National Ocean Comprehensive Test Field (Deep Sea) has been launched, covering an area of approximately 400 square kilometers at depths of 1300 to 1500 meters [3] - The test field aims to enhance capabilities in deep sea access, exploration, and development, serving as a public service platform for technology R&D and product incubation [3] - A digital intelligent system for deep-sea seamounts will be officially released at the UN Ocean Conference, marking a significant advancement in AI applications in deep-sea technology [3] Group 3: Marine Tourism Growth - The marine tourism market in China is experiencing significant growth, with a 14% year-on-year increase in domestic tourist numbers in coastal cities [4] - The marine tourism industry is projected to achieve an added value of 1.6135 trillion yuan in 2024, reflecting a 9.2% increase from the previous year [4] - Royal Caribbean International plans to continue deploying cruise services in China, enhancing the integration of cruise vacations into urban lifestyles [4][5]

今天是世界海洋日。自然资源部发布的《2025中国海洋经济发展指数》显示，去年我国海洋生产总值首 次突破10万亿元，比上年增长5.9%。2024年海洋经济总量再上新台阶，发展效益恢复向好，海洋新兴 产业增加值同比增长7.2%，在海洋经济中占比不断提升。海洋制造业增加值3.2万亿元，占海洋生产总 值比重超三成。海洋渔业、海洋油气业、海洋船舶工业和海洋工程装备制造业等产业数智化、高端化转 型升级步伐加快。(央视财经) ...

Group 1 - The core viewpoint of the articles emphasizes the proactive measures taken by the Industrial and Commercial Bank of China (ICBC) Wuzhou Branch to support local economic development through various financial services and products [1][2][3] Group 2 - The bank has increased structural loan investments, focusing on advanced manufacturing, technology innovation, and strategic emerging industries, with a reported increase of 1.204 billion yuan in loans for strategic emerging industries by the end of April compared to the beginning of the year [1] - Green loans have also seen growth, with an increase of 213 million yuan by the end of April, as the bank prioritizes support for green finance and related projects [1] - The bank has expanded its inclusive finance coverage, promoting supply chain finance and providing financing support to 23 commercial clusters, resulting in an increase of 100 million yuan in inclusive loans and 120 million yuan in agricultural loans by the end of April [2] - The bank is enhancing its pension finance services, focusing on the elderly demographic, with over 36,000 new social security cards issued and nearly 10,000 personal pension accounts opened by the end of April [2] - The bank is exploring digital innovation in financial services, having launched smart dining services for the elderly, serving over 3,200 elderly individuals and facilitating dining expenses exceeding 32,000 yuan [3]

Core Insights - Shanghai University of Finance and Economics (SUFE) has made significant progress in integrating finance education with artificial intelligence through the launch of the Kuangshi Financial Education Model [4][6] - The FinAgent, an intelligent financial research assistant developed by SUFE, can generate professional reports and simplified interpretations based on user queries, enhancing the efficiency and precision of financial research [1][5] Group 1: Model Development - The Kuangshi Financial Education Model is built on a high-quality financial corpus that integrates various academic resources, including textbooks, academic papers, and enterprise-level financial data [4][6] - SUFE has developed the first national financial R1 model, Fin-R1, and a financial model evaluation system, FinEval, to support the Kuangshi model [4][6] - The model employs advanced architectures and reinforcement learning algorithms to optimize the accuracy of financial knowledge reasoning and educational content adaptation [5][6] Group 2: Application and Integration - The Kuangshi model aims to serve diverse educational needs by incorporating human feedback from finance experts and educators to ensure practical and accurate content [6] - SUFE has established a unified AI teaching portal that integrates various intelligent applications for course design, student tracking, data management, and quality monitoring [6][7] - Collaborations with leading industry players, such as Alibaba and Ant Group, have been initiated to create innovation platforms focused on digital economy research and AI applications in finance [6][7] Group 3: Future Directions - SUFE plans to deepen the integration of education and industry, enhancing the foresight and leadership of its academic programs, particularly in financial AI and interdisciplinary studies [7] - The university has initiated a comprehensive reform plan for high-quality professional degree graduate education, focusing on the digital transformation of over 50 professional directions [7]

Core Insights - The financial technology (FinTech) industry is experiencing significant growth, driven by technological innovation and policy support, with an expected compound annual growth rate (CAGR) of approximately 13.3%, reaching over 650 billion yuan by 2028 [1] Group 1: Industry Overview - The report emphasizes the construction of a technology-driven financial value enhancement system, focusing on a "technology-industry-finance" cycle [1] - The domestic FinTech market is thriving due to the rapid development of the technology sector and the flourishing financial market [1] Group 2: Evaluation Metrics - The evaluation model for FinTech service providers includes four core dimensions: industry depth, product and technology capability, service capability, and ecosystem capability [2] Group 3: Top Service Providers - The "iResearch - Excellence" list for 2025 includes the top 50 FinTech service providers, categorized into four types: comprehensive technology service providers, FinTech IT service providers, core technology application service providers, and digital innovation service providers [5] Group 4: Case Studies - Softstone Technology is leveraging GenAI to drive innovation in financial applications, focusing on AI-driven transformations in various financial processes [11] - Chexiao Technology specializes in credit risk control, providing a comprehensive suite of platforms for automotive finance and risk management [15][16] - China Mobile Financial Technology is developing a full-scenario enterprise consumption management platform, addressing corporate spending needs [22] Group 5: Trends and Future Directions - The integration of cloud-native and AI-native technologies is becoming mainstream in the financial sector, with a focus on enhancing business value and compliance [34][41] - The industry is moving towards a dual development phase of technology deepening and value release, emphasizing the importance of customized and scenario-based solutions [41]

金融科技（FinTech）行业 | 洞察报告 核心摘要： 在信创建设稳步推进的背景下，建设以技术迭代与创新化应用为核心驱动的金融业务价值提升体系 ， 政策 聚焦 "科技-产业-金融"为主体的科技金融循环体系建设，强调数据要素在金融业务场景的多元化、依法合 规应用 。 金融市场的繁荣与科技行业的飞速发展共同推动国内金融科技市场规模持续走高，预计将以约 13.3%的复合增长率于2028年突破6500亿元 。本篇报告将结合业内专家观点与典型案例展示，分析在 《金融科技发展规划（ 2022-2025）》收官之年，国内金融机构数智化转型进程与金融科技行业的发展现 状。 近况解读：国内金融科技行业现状分析 在信创建设稳步推进的背景下，建设以技术迭代与创新化应用为核心驱动的金融业务 价值提升体系 政策剖析:近年金融科技行业政策解读 政策聚焦"科技-产业-金融"为主体的科技金融循环体系建设，强调数据要素在金融业 务场景的多元化、依法合规应用 随着金融科技应用与数智化转型进程的推进，国内金融机构已从"立梁架柱"的统筹阶段逐步迈 入"厚积成势"的攻坚阶段，指导性政策的关注点逐渐由技术在业务场景的应用转向产品技术的 可持续迭代与回 ...

虽然早有预测，但特朗普总统第二任期开始130天以来的政策风暴还是给全球经济体系带来了超乎预料的冲击。在特朗普2.0政策框架中，关税和贸易是其 主要的政策工具，而能源领域又是受相关政策影响最大的核心领域之一，给全球能源转型带来了深远的影响。 在过去的十年中，虽然各国进展程度不一，但全球能源体系的供需两侧在低碳化和数智化转型的方向上已经形成普遍共识，并在全球可持续发展浪潮的推 动下不断提速。全球能源转型同时带动上游矿产资源开发、能源装备制造以及下游广大能源消费和应用领域的协同发展。然而，特朗普2.0一系列"美国能 源主导"政策的价值取向与全球能源转型大势背道而驰，对美国以及全球能源转型产生了重大的负面影响。即便如此，全球能源转型仍然是大势所趋，但 发展的路径和进程将平添诸多的困难和不确定性。 三）石油与天然气：近年来全球油气行业的转型回归稳健路线，对可再生能源投资的态度更趋谨慎。特朗普2.0能源政策对油气开发的支持以及OPEC+不 久前的增产计划，都将进一步拉低油价。而且在经济下行的预期下，特别是由于交通和工业领域电气化的快速发展，油气需求持续下降的趋势明显。在需 求存在不确定性的情况下，关税高企将进一步打击投资 ...

Core Viewpoint - Yisiwei (Hangzhou) Technology Co., Ltd. is focusing on the IPO on the Sci-Tech Innovation Board, aiming to raise 1.214 billion yuan for its machine vision product industrialization base, R&D center, and working capital [1][6] Company Overview - Yisiwei specializes in the R&D, production, and sales of machine vision equipment for automotive manufacturing, providing solutions for various processes in vehicle and component manufacturing [3] - The company is recognized as a national key "little giant" enterprise, holding the largest market share in the domestic machine vision sector, successfully breaking the long-standing foreign monopoly and accelerating the digital transformation of domestic automotive manufacturing [3] Market Position - As of the end of 2024, Yisiwei's products are widely used by major automotive manufacturers, including FAW-Volkswagen, SAIC Volkswagen, and BYD, as well as international companies like Volvo and Rivian [4] - According to Frost & Sullivan, Yisiwei achieved a market share of 22.5% in China's automotive manufacturing machine vision products by 2024, surpassing foreign competitors and becoming the only Chinese company with annual revenue exceeding 100 million yuan in this field [4] Product Development - The company has developed over ten products that are applied across six major manufacturing processes: stamping, welding, painting, assembly, battery, and die-casting, establishing a comprehensive product range and application coverage [3] - Yisiwei holds 387 domestic and international authorized patents and 108 software copyrights, including 192 invention patents, 139 utility model patents, and 56 design patents as of December 31, 2024 [4] Financial Performance - Yisiwei's revenue from 2022 to 2024 was approximately 223 million yuan, 355 million yuan, and 392 million yuan, respectively, with net profits of approximately 6.4 million yuan, 61 million yuan, and 85 million yuan during the same period [5]

导读：在访谈博时基金田俊维之前，我们已经对他做了多年的跟踪。田俊维2024和2025连续两年入围我们的TOP 100基金经理榜单 （注：榜单为点拾投资&零城投资联合发布，每一年的年初发布），即便2024年跑输了市场后，我们依然把他保留在今年的榜单中 （注：从结果上看，今年田俊维已经帮助我们跑赢基准）。 从2017年8月开始独立管理以来，田俊维任期内每一个单独管理的产品都取得了绝对收益，这在公募基金领域是极为罕见的。 在过去三 年主动权益的低迷期中， 田俊维管理的博时创新经济混合取得了15.54%的正收益，排名同类产品前6% （数据来源：基金定期报告；排名来自 银河证券；数据截止：2025年3月31日） 。 田俊维很特别，在早期做投资的时候，他的持仓以医药和消费中的蓝筹白马为主。到了2021年加入博时基金后，田俊维的持仓又以科技 和制造的中小市值公司为主。以至于我们在TOP 100榜单中，把他归类在了中小盘风格。但是， 无论持仓市值呈现什么样的变化，田俊 维始终体现了独立的个股挖掘。 他的组合带有逆向的特点，不追市场热点，有不少原创的投资想法。 田俊维是市场上很早买入CRO和CMO的基金经理，甚至领先了医药主题 ...