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博实股份: 哈尔滨博实自动化股份有限公司2025年跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-20 09:38
Core Viewpoint - Harbin Bosh Automation Co., Ltd. maintains a long-term credit rating of AA with a stable outlook, reflecting its strong competitive position in the automation equipment sector and solid financial performance despite some profit decline [1][3][4]. Company Overview - The company primarily operates in intelligent manufacturing equipment, industrial services, and environmental technology and equipment [3][10]. - As of the end of 2024, the company reported total assets of 69.55 billion yuan and equity of 39.51 billion yuan, with a revenue of 28.63 billion yuan and a profit of 6.13 billion yuan [10][11]. Financial Performance - In 2024, the company achieved a revenue growth of 11.59% year-on-year, driven by increased demand for intelligent manufacturing equipment due to digital and intelligent upgrades in the manufacturing industry [4][22]. - The company's gross profit margin has seen a decline, with the overall gross margin affected by varying profitability across different business segments [22]. Order Backlog - As of the end of 2024, the company had a substantial order backlog totaling 63.22 billion yuan, with 50.33 billion yuan from intelligent manufacturing equipment, 10.55 billion yuan from industrial services, and 2.34 billion yuan from environmental technology and equipment [4][22]. Debt and Financial Health - The company has a low debt burden, with a debt-to-asset ratio of 43.20% and a cash-to-short-term debt ratio of 55.81 times, indicating strong debt repayment capacity [6][10]. - The company has not experienced any overdue or default records, maintaining a good credit standing [21]. Industry Analysis - The automation equipment industry is characterized by high technical barriers, with significant growth potential driven by government policies promoting intelligent manufacturing and domestic production [16][17]. - The global industrial robot installation volume is projected to exceed 600,000 units by 2027, indicating a growing market for automation solutions [16]. Competitive Advantages - The company possesses a leading technological advantage in the domestic automation equipment sector, supported by long-term technical accumulation and a robust R&D strategy [5][18]. - The company’s products are primarily targeted at high-end markets, suitable for industries with high efficiency and safety production requirements [18][22].
选专业就是选赛道!AI重塑职业版图,这些新兴产业值得关注
Di Yi Cai Jing· 2025-06-20 09:08
Group 1 - "Robotics Engineering" has emerged as a new professional field, ranking in the top ten of the "Salary Attraction" list, reflecting the growing demand for technical talent in emerging industries such as artificial intelligence and semiconductors [1][6] - The number of college graduates has reached 12.22 million this year, intensifying employment competition and creating differentiated opportunities for students in various majors [1][3] - Emerging industries like AI, low-altitude economy, and semiconductor sectors are experiencing explosive growth in demand for technical talent, reshaping the employment market [1][4] Group 2 - In 2023, high-potential industries such as electronics, semiconductors, industrial automation, and AI are projected to have significant recruitment growth, with semiconductor engineering graduates seeing over 200% increase in hiring [3][4] - By 2024, the number of graduates is expected to rise to 11.79 million, with new energy science and engineering reaching a monthly salary of 8,116 yuan, while software engineering has dropped out of the top five salary rankings [3][4] - The recruitment growth for positions in low-altitude economy, embodied intelligence, and smart manufacturing is expected to exceed 30% by 2025, indicating a strong demand for skilled professionals in these fields [4][11] Group 3 - The average monthly salary for graduates with three years of experience shows a clear advantage for engineering and technical majors, with "Robotics Engineering" entering the top ten for the first time [5][6] - The top three majors in terms of average monthly salary are "Electronic Science and Technology" (8,818 yuan), "Information Security" (8,406 yuan), and "Electronic Information Science and Technology" (8,307 yuan) [7] - The internet industry is experiencing a decline in recruitment, impacting the salaries of graduates from "Software Engineering" and "Computer Science and Technology," which have seen a drop in rankings [6][8] Group 4 - AI's rapid development is influencing employment, with certain professions facing high risks of replacement by AI technologies, particularly in editing, finance, and customer service [8][9] - The demand for traditional roles in manufacturing, education, and logistics remains strong, with significant recruitment needs in these sectors [11][12] - Graduates from majors such as mechanical engineering, logistics management, and education are well-positioned to meet the ongoing demand in these foundational industries [11][14]
南博会启幕:73国2500家企业共绘区域经贸新图景
Yang Shi Wang· 2025-06-20 09:06
云南省商务厅会展经济处副处长 宁剑:我们在国际化方面,有接近1000余家境外企业参展,较上一届提升了近20%。有近120 余家世界500强、中国500强以及行业龙头企业参会,较上一届提升了35%以上。 集中呈现制造业前沿成果与未来趋势 央视网消息:为期6天的第9届中国—南亚博览会6月19日在云南昆明开幕。本届南博会有73个国家、地区和国际组织参会, 2500多家企业参展,覆盖了南亚、东南亚所有国家。从斯里兰卡的红茶到越南的咖啡,从老挝的电动车到缅甸的光伏板,南博会已 经成为一扇透视中国与南亚、东南亚经贸合作走向的窗口。 国际化持续升级 专业馆占比近70% 本届南博会由斯里兰卡担任主题国,泰国担任特邀伙伴国。16个展馆中,专业馆占比近70%,包括制造业馆、绿色能源馆、咖 啡产业馆、中药材产业馆等,集中展示中国与南亚、东南亚国家有经贸合作潜力的先进制造、清洁能源、现代农业等。 南博会拓展中国与南亚国家合作新机遇 本届南博会设置了两个南亚馆近800个展位。其中,印度和巴基斯坦的展位最多,均为140个。此外,东南亚馆及境外馆推出各 种特色产品。众多参展商表示,中国庞大的消费市场为南亚、东南亚国家带来巨大的发展机遇。 ...
金石资源: 金石资源集团股份有限公司2024年年度股东大会会议资料
Zheng Quan Zhi Xing· 2025-06-20 08:31
Core Viewpoint - The 2024 Annual General Meeting of China Kings Resources Group Co., Ltd. is set to address key operational challenges and opportunities, focusing on business growth, project advancements, and financial performance amidst market fluctuations [1][8]. Meeting Procedures - The meeting will be organized by the company's Securities Legal Affairs Department, ensuring compliance with relevant laws and regulations [1]. - Only authorized personnel, including shareholders, directors, supervisors, and legal representatives, will be allowed to attend the meeting [2]. - Attendees must adhere to meeting decorum, including restrictions on mobile phone usage and recording [2][3]. - Late shareholders will not have their shares counted for voting unless permitted by the meeting organizers [2][3]. Shareholder Rights and Voting - Shareholders have the right to speak, inquire, and vote during the meeting, with a limit of three speeches per shareholder, each not exceeding five minutes [3]. - Voting will be conducted through both on-site and online platforms, with specific timeframes for participation [4]. - The company will implement a reminder service for small and medium investors to ensure their participation [5]. Financial Performance - In 2024, the company achieved a revenue of 2.75228 billion yuan, a year-on-year increase of 45.17%, while net profit attributable to shareholders decreased by 26.33% to 257.03 million yuan [9]. - The decline in net profit is attributed to inventory impairment losses and increased costs due to safety and environmental investments [9][13]. Key Projects and Innovations - The company is focusing on the "Selection and Chemical Integration" project in Baotou, which has become a significant profit source, contributing approximately 114.24 million yuan to net profit [11]. - The company is also advancing its overseas resource extraction projects in Mongolia, with plans for significant production increases [23]. - Research and development efforts have led to the introduction of innovative technologies in the explosives sector, with sales of specialized equipment generating 12.09 million yuan [12]. Governance and Compliance - The board of directors has held 12 meetings to ensure compliance with regulations and to address various operational matters [15]. - The supervisory board has conducted oversight on financial management and compliance, confirming that the company operates within legal frameworks [27][31]. ESG and Sustainability Efforts - The company is committed to ESG principles, focusing on carbon emission reductions and sustainable practices in its operations [14][25]. - A carbon emission assessment for 2024 indicates a reduction of 24.47% in carbon intensity compared to the previous year [14].
资本助力罗洋巴姆,高稳定性仪表领航工业智能化新征程
Jin Tou Wang· 2025-06-20 08:22
Industry Overview - The "Made in China 2025" strategy and the push for high-end manufacturing's intelligent transformation have significantly increased the focus on industrial automation as a key area for enhancing production efficiency and ensuring product quality [1] - The industrial automation instrument industry is experiencing unprecedented development opportunities due to national policies favoring smart manufacturing and industrial internet, as well as support for high-end equipment research during the 14th Five-Year Plan [1] - The global wave of Industry 4.0 and smart manufacturing is driving profound changes in the manufacturing sector, with industrial automation instruments becoming increasingly critical [1] Company Profile - Tianjin Luoyang Bam Automation Technology Co., Ltd. (Luoyang Bam) recently held a notable capital seminar in Shenzhen, attracting attention from various investment institutions and industry experts [2] - The seminar showcased Luoyang Bam's deep expertise in high-stability industrial automation instruments and its ambitious vision for future development, marking a significant step in promoting domestic substitution and leading industry innovation [2] - Luoyang Bam has been committed to the research and manufacturing of high-stability industrial automation instruments, aiming to provide high-quality and reliable automation solutions for clients [2] Technological Advancements - Luoyang Bam is actively pursuing breakthroughs in key areas such as sensor technology and core processing circuits, developing a roadmap for the next generation of instruments [3] - The company has demonstrated core technologies, including sensors based on resonant single-crystal silicon piezoelectric crystals and core processing circuits with self-damping adjustment, which enhance product stability and precision [3] - Luoyang Bam is also focused on creating a collaborative platform for the entire lifecycle of industrial automation instruments, integrating advanced technologies like IoT, big data, and AI for intelligent monitoring and predictive maintenance [3] Future Development Plans - Luoyang Bam plans to deepen its technological layout in high-stability industrial automation instruments and expand applications across multiple industrial sectors [4] - The company aims to seek in-depth cooperation with the capital market to accelerate project advancement and significantly increase its domestic market share while gradually expanding into international markets [4] - The leadership structure, featuring a father-son team, is seen as a unique advantage that provides the company with a strong family heritage and stable development genes, enhancing its competitive edge in the market [4] Market Potential - The successful seminar highlighted Luoyang Bam's outstanding R&D capabilities and quality performance in high-stability industrial automation instruments, signaling significant development potential and growth opportunities to the capital market [5] - With capital infusion and comprehensive resource integration, Luoyang Bam is set to deepen technological innovation and market expansion, contributing to the prosperity of the industrial automation instrument industry [5]
预算1.18亿元!重庆工商大学近期大批仪器采购意向
仪器信息网· 2025-06-20 07:32
导读: 近日,重庆工商大学发布多批政府采购意向,仪器信息网特对其中的仪器设备品目进行梳理,统计出28项仪器设备采购意向, 特别提示 微信机制调整,点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标,否则很可能无法看到我们的推送。 近日, 重庆工商大学发布 28 项仪器设备采购意向,预算总额达 1. 18 亿 元,涉及FF T双通道振动分析仪 、 模态分 析仪 、滚动摩擦磨损综合测试平台 、 新场发射扫描电子显微镜 等,预计采购时间为202 5 年 6~7 月。 重庆工商大学 202 5 年 6~7 月仪器设备采购 意向汇总表 采 购 项 目 需求概况 预算 万元 采 购 时 间 智 能 制 造 与 绿 色 发 展 产 教 融 合 创 新 平 台 设 备 更 新 项 目 标的名称:具身智能机器人、工业大模型与具身智能协作机器人、复合移动 抓取机器人、新一代大型具身智能金融机器人、多组态人工智能仿生机器 人、人工智能机器人平台、大气自然环境实验智能化平台;标的数量:具身 智能机器人1台、工业大模型与具身智能协作机器人1台、复合移动抓取机 器人1台、新一代大型具身智能金融机器人1台、多组态人工智能仿生机器 ...
沪市债券新语 | 智能制造载体升级加速——探访东久新经济REIT东久(无锡)智造园
Xin Hua Cai Jing· 2025-06-20 05:31
新华财经上海6月20日电(记者杨溢仁)作为国内首批工业厂房类产业园REITs之一和长三角一体化示 范区REITs联动发展的重要实践,国泰君安东久新经济产业园封闭式基础设施证券投资基金(以下简 称"国泰君安东久新经济REIT")自上市以来便斩获了投资人的广泛关注。 今年以来,该产品表现如何?面对日益激烈的市场竞争,运管机构如何应对?扩募是否已渐行渐近?记 者带着诸多问题,走访了东久新经济REIT的底层资产之一——东久(无锡)智造园,与国泰君安东久 新经济REIT运营管理机构相关业务负责人、基金经理进行了深入交流。 嵌入长三角制造"黄金走廊" 可以看到,国泰君安东久新经济REIT通过专项计划100%持有的基础设施项目由4个产业园组成,包括 东久(金山)智造园、 东久(昆山)智造园、东久(无锡)智造园和东久(常州)智造园,分别位于 上海、苏州、无锡和常州地区,建筑面积合计约283934平方米,可租赁面积合计约278282平方米。 聚焦东久(无锡)智造园项目,其位于无锡国家高新技术产业开发区核心地带,毗邻沪宁高速无锡枢 纽,距苏南硕放国际机场仅11公里,1小时经济圈覆盖了上海、苏州、南京等长三角核心城市。 "随着长三 ...
时评 | “鲁北雄心”起势,从滨州看中德产业耦合的轨迹
Xin Lang Cai Jing· 2025-06-20 04:36
文|周涛 6月19日下午,中德跨国公司发展交流论坛如约而至。值得关注的是,作为第六届跨国公司领导人青岛 峰会重要的平行论坛,中德跨国公司发展交流论坛由德国北威州国际商务署承办,滨州与"东道主"青岛 共同协办。 作为峰会的"常客",滨州主动扛起中德合作大旗的背后,是这座工业强市正在谋划更广阔的蓝图。 滨州市市长李春田发言 早在2000年,滨州的纺织服装、半导体元器件等产品就进入了德国市场,后又拓展到化学品、机电产品 等诸多领域。时间回溯至2023年3月,滨州市贸促会与德国北威州国际商务署北京代表处签署合作协 议,重点推动双边企业投资与贸易。 滨州对德合作的底气,源自其扎实的产业基础。作为工业大市、民营经济大市,滨州产业雄厚,拥有全 国41个工业门类中的38个,培育了高端铝业、精细化工、智能纺织、食品加工、畜牧水产"五大千亿级 优势产业集群",逐步形成了"5210N"先进制造业集群——这恰恰与德国强势的机械制造、化工、汽车 等产业相辅相成。更为关键的是,滨州有67项产品占据全球或全国市场份额第一,从风电铸件、牛仔布 到赤藓糖醇,覆盖德国企业所关注的方方面面。 这种产业禀赋与德国所倡导的"工业4.0"战略形成天然对 ...
闪崩!暴跌超84%!
证券时报· 2025-06-20 04:23
又有A股上市公司进入退市整理期,这次是工智退(000584),今天(6月20日)上午盘中公司股票暴跌超过84%,同时成交量急剧放大。 值得注意的是,近期进入退市整理期的公司接二连三,相关公司在退市整理期股价普遍暴跌,尤其是在退市整理期首日普遍跌势惨烈。 | | | | | 工智退(日线) ◎ MA5: 1.31 MA10: 1.56 MA20: 1.69 MA60: 2.43 MA120: 2.92 MA250: 2.3' | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | | | | | | | | | | | | 4.00 | | | | | | | | | | | | | | | | | | | | | 3.50 | | | | | | | | | | | | | | | | | | | | | 3.00 | | | ...
智联招聘:AI大模型影响下,汉语言文学、金融学等专业需关注技能更新
news flash· 2025-06-20 04:21
Core Insights - The report by Zhilian Recruitment highlights strong recruitment growth in emerging industries such as low-altitude economy, embodied intelligence, smart manufacturing, and semiconductor sectors, with job postings for positions like drone engineers, robotics debugging engineers, algorithm engineers, mechanical engineers, semiconductor process engineers, and semiconductor equipment engineers showing a year-on-year increase of over 30% [1] Group 1: Emerging Industries - Recruitment demand in low-altitude economy, embodied intelligence, smart manufacturing, and semiconductor fields is robust, with job postings for key engineering roles increasing by more than 30% year-on-year [1] - Specific roles such as drone engineers and algorithm engineers are among those experiencing significant growth in job opportunities [1] Group 2: Skills and Education - Under the influence of AI large models, traditional majors like Chinese language and literature, and finance need to focus on skill updates, emphasizing the importance of soft skills such as innovative thinking and communication for professionals in visual, interaction, and design fields [1] - The report indicates that "professional alignment" remains a key advantage in employment, particularly in manufacturing and education sectors, where there is high demand for roles that match educational backgrounds [1] Group 3: Salary and Employment Trends - Top-tier universities are leading in terms of salary prospects, particularly in fields like electronic science and technology, and information security, which offer higher compensation [1] - The education and logistics sectors are also experiencing high recruitment demand, with early childhood education majors finding it easier to secure jobs that align with their studies [1]