智通财经APP获悉，据港交所5月14日披露，诺比侃人工智能科技(成都)股份有限公司(简称：诺比侃)向港交所 主板递交上市申请，中金公司为独家保荐人。该公司曾于2024年11月12日递表港交所。 招股书显示，诺比侃专注于人工智能技术和数字孪生等先进技术，在AI+交通、AI+能源及AI+城 市治理等领 域的产业化应用。公司主要提供基于全面的AI行业模型的软硬一体化解决 方案。公司自主研发的NBK- INTARI人工智能平台为交通、能源及城市治理领域的客 户实现智能化监测、检测和运维等赋能。根据灼识咨 询，就2023年的收入而言，公司为中国轨道交通行业第七大AI+检测监测解决方案提供商。 根据灼识咨询，中国AI+交通解决方案行业的市场规模在2023年达到2384亿元人 民币，并预计将从2024年的 2700亿元增长至2028年的5182亿元人民币，年复合增长率为17.7%；中国AI+能源解决方案行业的市场规模在 2023年为0.5万亿元人民币，且预计将从2024年的0.5万亿元增长至2028年的1.1万亿元人民币， 年复合增长率 为19.0%；及中国AI+城市治理解决方案行业的市场规模在2023年达到0.6万亿元人 ...

近年来，随着海洋油气资源开发向深水、远海拓展，海上油气田控制系统的安全性与智能化水平成为行 业关注焦点。日前，海洋石油工程股份有限公司上海分公司副经理李季在2025全国石油化工自动化智能 化与设备改造大会上表示，自动化控制系统对于海上油气田综合平台的生产管理来说至关重要，未来海 上油气田控制系统将向高度集成化与自主化方向发展。 李季指出，现代新型大中型海上油气田综合平台生产连续性强、生产过程控制相对复杂，只有通过具有 高性能的自动化控制系统实时监控设备的运行状况，才能有效保证整个油气田设施的安全、高效运转。 他谈道："海上油气设施的总体控制方案应保证人员与设施安全、防止环境污染，在此前提下满足开发 和生产要求，方便油气田的操作和管理，以安全可靠、控制管理灵活和经济实用为基本原则。" 李季表示，根据海上油气设施的规模，中心平台/海上浮式生产储卸油装置（FPSO）或较大规模的有人 井口平台控制系统应优先考虑选用工作可靠的大中型DCS/PLC控制系统，采用就地检测、集中监控的 控制方式。在设计过程中综合考虑系统的先进性和开放性，选择合理的过程控制系统（PCS）、应急关 断系统（ESD）和火气探测系统（FGS），以确 ...

Group 1 - 30% of global new oil and gas reserves are concentrated in complex geological environments such as deep and ultra-deep layers, which pose significant development challenges [1] - Experts suggest the urgent need to establish a high-end drilling equipment virtual-physical integration intelligent operation and maintenance technology system to address these challenges [1] - The integration of digital twin technology and breakthroughs in virtual sensing theory will become a frontier technology and research hotspot in the field of information-physical systems [1] Group 2 - The demand for oil drilling and completion equipment is increasingly driven by deep exploration and the rise of ultra-deep wells exceeding 9000 meters [2] - There is a growing need for intelligent drilling and completion, integrating AI technology to enhance efficiency, reservoir encounter rates, and oil and gas recovery rates [2] - The industry must focus on enhancing awareness of intelligence and overcoming challenges related to data governance, model transfer, and mechanism-data fusion [2] Group 3 - Intelligent manufacturing requires a deep integration of new-generation information technology and advanced manufacturing technology [3] - The development of intelligent manufacturing must focus on manufacturing knowledge, manufacturing carriers, and manufacturing methods [3] - The goal is to create intelligent equipment characterized by state perception, ubiquitous connectivity, decision optimization, autonomous execution, and efficient energy saving [3]

2025世界数字教育大会今天在湖北武汉开幕。长江日报记者走进武汉数字教育现场，带 您体验线上线下联动的教育数字化成果。 随着数字教育的普及，人们期待更普惠、更安全、更聪明的数字教育，你我都在其中， 人人皆是主角。 在武汉理工大学，通过虚拟现实技术就能远程接入"无人工厂""无人码头""无人汽车"等 尖端技术与实际应用场景，为学生构建"沉浸式"教学环境。近日，长江日报记者近距离感受 了理工智课平台这个特别课堂的数字魅力，他们的成果也亮相于2025年世界数字教育大会高 等教育观摩现场。 在网络空间设计生产电池 戴上VR眼镜，武汉理工大学新能源材料与器件专业研二学生罗凯开始了自己的电池制 造模拟实践。在网络空间打开锂离子电池电解液配方研发数字孪生系统，一间虚拟的实验场 景呈现在罗凯的眼前，按下"配方研发"按钮，罗凯进入材料库，选择了一种钴酸锂材料做手 机电池，在虚拟智能产线上经过涂布、辊压、分切、组装、电解液注入、组装等程序，短短 5分钟便完成了整个电池制备。 该校材料科学与工程学院研究员孟甲申告诉记者，该校在马房山校区有一间真实的电池 制造实验室，经过数字孪生技术搬到了网络空间，学生可以选择不同的实验材料，自己设计 ...

证券代码：301056 证券简称：森赫股份 编号：2025-001 | 投资者关系活动 | 分析师会议 □ 特定对象调研 □ | | --- | --- | | 类别 | □ 媒体采访 √ 业绩说明会 | | | □ 新闻发布会 □ 路演活动 | | | □ 现场参观 | | | 其他 （2025 年浙江辖区上市公司投资者网上集体接待日暨 √ | | | 年度业绩说明会） 2024 | | 参与单位名称及 | 参加2025年浙江辖区上市公司投资者网上集体接待日暨2024年 | | 人员姓名 | 度业绩说明会的投资者 | | 时间 | 2025 年 5 月 13 日 (周二) 下午 15:00~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1、董事长、总经理李东流 | | 员姓名 | 2、副董事长、副总经理李仁 | | | 3、董事会秘书王香杰 | | | 4、财务总监凌洪章 | | | 5、独立董事陈刚 | | | 6、保荐代表人冯颂 投资者提出的问题及公司回复情况 | | ...

Group 1 - The core transaction involves Wuhan Yangtze Communication Industry Group Co., Ltd. issuing shares to acquire 100% equity of Di Ai Si and raising supporting funds from China Information Communication Technology Group Co., Ltd. [4][6] - The transaction price for the acquisition of Di Ai Si is set at RMB 1,107.0731 million [4][6]. - The independent financial advisor, Industrial Securities Co., Ltd., has confirmed that the transaction complies with relevant laws and regulations, and the necessary approvals have been obtained [8][9]. Group 2 - As of December 8, 2023, the transfer of 100% equity of Di Ai Si to the listed company has been completed, making Di Ai Si a wholly-owned subsidiary [6][7]. - The company has issued 51,505,546 shares to China Information Communication Technology Group, raising a total of RMB 643.5745 million in net funds [8][9]. - The total number of shares after the issuance will be 329,612,132 [8]. Group 3 - The company has established a comprehensive governance structure and internal control system to ensure orderly operations and compliance with laws and regulations [29]. - The company aims to enhance its competitive advantage and long-term benefits for shareholders through the integration of the target company [28]. - The company has signed performance commitment and compensation agreements to protect the interests of investors, ensuring that any shortfall in net profit will be compensated [29].

Core Viewpoint - The integration of industrial internet technology in the oil industry transforms safety training from a passive response to an active defense mechanism, significantly reducing accident rates and enhancing emergency response efficiency [1][3][4]. Group 1: Safety Management - The dual core of safety management in oilfields consists of accident prevention and emergency response, with safety training acting as the central nervous system connecting both [1]. - Industrial internet technology enables precise risk identification and enhances safety awareness, effectively eliminating hazards at their inception [1][4]. - A digital sandbox is created by integrating operational data, personnel logs, and environmental monitoring, allowing for real-time risk assessment and training [1][4]. Group 2: Training Innovations - Traditional training methods are being replaced by VR and MR technologies, which simulate accident scenarios for more effective learning [3]. - A VR course developed for oilfield workers allows them to practice identifying equipment anomalies and executing emergency procedures in a virtual environment, improving their sensitivity to risks [3]. - The shift to mobile applications and smart wearable devices facilitates fragmented learning and continuous assessment of safety knowledge [3][4]. Group 3: Emergency Response - The use of digital twin technology allows for the creation of three-dimensional simulation models for emergency drills, enhancing collaboration and reducing costs [4][5]. - Historical accident data and expert knowledge are integrated into an emergency decision-making knowledge base, providing quick access to relevant case studies and response strategies during incidents [5]. - The implementation of intelligent decision support systems significantly shortens emergency response times and improves rescue efficiency [5]. Group 4: Overall Impact - The "Smart Oilfield Safety Platform" integrates data collection, AI analysis, VR simulation, and intelligent decision-making, creating a comprehensive safety management system [5]. - Safety training serves as both a firewall for accident prevention and a command tool for emergency response, with industrial internet technology enhancing its effectiveness [5].

【事项】 近日，公司在投资者互动平台回复多条关于六维力传感器的内容：公司六维力传感器处于小批量试制阶 段，下游应用领域主要包括工业机器人、人形机器人、汽车、电子、医疗、航空航天等。 【评论】 主营业务四大板块+新业务拓展：（1）结构力学性能研究（24H1 收入1.90 亿元，占比68.87%，毛利率 66.32%）：用在结构的强度试验、疲劳试验（寿命评估）、动态特性分析（固有频率、振型、阻尼 比、模态刚度和质量），准确预计环境激励对结构的影响等，是应用于航天航空、车辆船舶、土木建 筑、工程机械、能源电力等领域不可或缺的科学仪器产品；（2）结构安全在线监测和防务装备故障预 测与健康管理PHM（24H1收入0.4 亿元，占比14.51%，毛利率65.45%）：基于 PHM（故障预测与健康 管理）技术，以结构安全和设备故障预测为导向，融合人工智能、数字孪生等技术，基于应变、振动、 噪声、扭矩、扭振等物理量的监测，实现故障智能识别、智能诊断、智能预警；（3）基于 PHM 的设 备智能维保管理平台（24H1 收入0.14 亿元，占比5.07%，毛利率63.36%）： 基于PHM 技术开发的一款专业解决方案，通过研究设备 ...

Core Insights - The report emphasizes the urgent need for communications service providers (CSPs) to transition from network-centric to service-centric operations to enhance customer experience and operational efficiency [1][17][29] - Autonomous operations (AO) and autonomous networks (AN) are identified as foundational elements for this transformation, enabling CSPs to automate processes and improve service delivery [18][37] - The integration of new technologies such as AI, digital twins, and generative AI (GenAI) is crucial for driving this transformation and measuring service value [2][25][60] Industry Landscape - CSPs are facing increased complexity in network and service operations, necessitating a shift in business models to meet evolving customer expectations [17][50] - The report outlines a six-step maturity model for assessing the progress of CSPs in adopting autonomous networks, which is essential for achieving service-centric operations [38][42] - Market challenges include rising operational costs, regulatory pressures, and the need for cultural shifts within organizations to embrace digital transformation [46][50] Defining New Values and Metrics - The report proposes a framework for establishing new value metrics that focus on customer experience and operational efficiency, moving beyond traditional network performance indicators [24][94] - The Evaluate, Operate, and Transfer (E.O.T.) model is introduced as a roadmap for CSPs to align their transformation efforts with business objectives and measure outcomes effectively [109][110] - New value metrics are categorized into service availability, SLA compliance, and customer satisfaction, providing a comprehensive approach to measuring service performance [2][24][94] Transformation Approaches - A suggested transformation framework emphasizes the need for CSPs to adopt a holistic approach that integrates technology, processes, and organizational culture [3][14] - The report highlights successful case studies from CSPs like Orange and China Mobile, showcasing how they have leveraged new technologies to enhance service delivery and operational efficiency [2][15][31] - The importance of collaboration between network operations centers (NOCs) and service operations centers (SOCs) is stressed to improve customer experience and operational outcomes [20][21][35] Technology Evolution - The report identifies six dimensions of technology evolution necessary for supporting service-centric operations, including AI-driven automation and intent-based management [54][60] - Digital twins are highlighted as a powerful tool for real-time monitoring and predictive analysis, enabling CSPs to enhance service quality and operational resilience [83][85] - The integration of AI and GenAI is positioned as a key driver for operational efficiency, allowing CSPs to proactively address service issues and optimize resource allocation [62][66][74]

Core Viewpoint - Chengdu Tangyuan Electric Co., Ltd. plans to issue shares to specific objects, which may dilute immediate returns for existing shareholders, and the company has proposed measures to mitigate this impact [1][4][11]. Group 1: Impact of Share Issuance - The company estimates that the issuance will increase total shares from 14,372.01 million to 18,683.61 million, leading to a diluted basic earnings per share from 0.51 to 0.49 yuan [2][3]. - The weighted average return on equity is projected to decrease from 7.22% to 6.80% under the assumption of no profit growth, and further to 6.37% post-issuance [3]. - If the net profit increases by 10%, the diluted earnings per share would rise to 0.54 yuan, while a 10% decrease in profit would lower it to 0.45 yuan [3][4]. Group 2: Fund Utilization and Project Relevance - The raised funds will be allocated to projects aligned with national industrial policies, including the development of intelligent maintenance robots for rail transit and upgrades to marketing and technical service systems [5][6]. - The company has established a strong technical foundation in machine vision and robotics, which supports the feasibility of the proposed projects [7][8]. - The company has a robust customer base, including major state-owned enterprises and regional railway groups, which enhances the market potential for the new projects [9]. Group 3: Measures to Mitigate Dilution - The company will implement strict management of the raised funds to ensure they are used effectively and safely, with dedicated accounts for fund storage [10]. - There will be an emphasis on improving corporate governance and internal controls to protect shareholder interests and ensure compliance with regulations [10][11]. - The company plans to enhance its profit distribution policy to provide stable returns to shareholders, ensuring that the interests of investors are prioritized [11][12].