格隆汇12月31日丨移远通信(603236.SH)在互动平台表示，公司已与全球超过40多家主流车厂及60多家 顶尖的Tier 1供应商建立了长期、稳定的合作关系，共同推动汽车的智能化和网联化发展。在车载业务 方面，公司目前已形成覆盖智能座舱、4G/5G、C-V2X、高精度定位、Wi-Fi/蓝牙/UWB模组及天线的完 整产品生态。在卫星通信领域，公司布局了丰富的产品，包括多款集成卫星直连蜂窝（Direct-to- Cell,D2C）技术的模组，并配套了高性能D2C专用天线，可为各类物联网终端赋予"地面+卫星"连接能 力。 ...

破解行业难题！ 全省首单水产品 可视化监控深海 网箱养殖保险落 地阳江_南方+_ 南方plus 水产品测算难、 损失评估难，是 制约海洋牧场深 海网箱养殖保险 精准承保理赔的 难点痛点。为破 解行业难题，平 安财险阳江中支 在广东分公司大 力支持下，在阳 江金融监管分 局、阳江市农业 农村局、阳西县 海洋发展局的指 导下，以推动农 险精准承保理赔 为抓手，通过科 技赋能，于2025 年12月30日在阳 西县沙扒镇成功 落地全省首单实 现水产品可视化 监控的商业性深 海网箱养殖保 险。 科技赋能破解行 业难题 该保险产品创新 采用"3D声呐设 备+AI"人工智能 算法集成技术， 通过声呐设备对 深海网箱鱼群数 量实现秒级精准 探测，结合AI物 联网技术完成数 据实时传输与智 能分析，将养殖 标的从"水下生 物资产不可 视"变为"可视化 资产"，推动深 海网箱养殖从传 统"经验判 断"向"数据驱 动、精准管 控"转型，为保 险承保理赔提供 客观、精准的数 据支撑，有效解 决传统保险"查 勘、定损难"问 题。在解决水产 品精准测算难题 基础上，该产品 以"投入养殖过 程成本+生产成 本"为核心依据 合理设定保险金 ...

12月31日，东港股份盘中下跌2.04%，截至13:38，报13.95元/股，成交2.48亿元，换手率3.35%，总市值 73.06亿元。 东港股份今年以来股价涨21.62%，近5个交易日涨5.84%，近20日涨10.98%，近60日涨21.52%。 今年以来东港股份已经7次登上龙虎榜，最近一次登上龙虎榜为3月31日，当日龙虎榜净买入-3403.52万 元；买入总计6710.69万元 ，占总成交额比11.10%；卖出总计1.01亿元 ，占总成交额比16.73%。 资料显示，东港股份有限公司位于山东省济南市山大北路23号，成立日期1996年3月25日，上市日期 2007年3月2日，公司主营业务涉及商业票据印刷、纸制品加工等。主营业务收入构成为：印刷产品 51.38%，覆合类产品27.90%，技术服务18.99%，其他1.73%。 东港股份所属申万行业为：轻工制造-包装印刷-印刷。所属概念板块包括：人形机器人、机器人概念、 融资融券、增强现实、物联网等。 截至12月19日，东港股份股东户数3.06万，较上期减少11.17%；人均流通股17083股，较上期增加 12.57%。2025年1月-9月，东港股份实现营业收 ...

Core Insights - The image capture card industry in China is experiencing growth driven by the demand for industrial automation and digital transformation, with market size expected to reach approximately 6.07 billion yuan in 2024 and 7 billion yuan in 2025 [1][11] - The industry is characterized by a clear supply chain, with upstream components primarily consisting of core chips, midstream manufacturers focusing on customized solutions, and downstream applications heavily centered on industrial automation [1][7] Industry Overview - Image capture cards, also known as video capture cards, serve as essential hardware connecting computers to external image sources, converting signals for digital processing [2][3] - The core functions include real-time transmission, caching, and preprocessing of image signals [2][4] Industry Chain Analysis - The upstream of the industry relies on core components and software, with high-end chips being imported but domestic FPGA/ASIC chips rapidly replacing them [7][9] - Midstream manufacturers are breaking into the mid-tier market with customized solutions and gradually penetrating high-end sectors [7] - Downstream applications are diverse, with industrial automation accounting for over 45% of demand, and new applications like autonomous driving and telemedicine emerging as growth areas [7][9] Market Size and Growth - The FPGA market in China is projected to grow significantly, reaching approximately 27.9 billion yuan in 2024 and expected to exceed 30 billion yuan in 2025, supporting the performance and cost optimization of image capture cards [9] - The industrial automation market is anticipated to surpass 322.5 billion yuan by 2025, driving demand for high-bandwidth, low-latency capture cards [9][10] Competitive Landscape - The industry features a layered competitive structure, with international leaders dominating high-performance markets while domestic companies leverage cost-effectiveness and localized services to establish advantages in mainstream sectors [11][12] - Domestic firms are focusing on addressing practical challenges in industrial settings, developing low-latency transmission and multi-channel synchronization capabilities [12] Development Trends - The industry is expected to evolve towards three main directions: technological integration of high-speed interfaces and AI, standardization and modular design for better compatibility, and expansion into cross-domain applications such as healthcare and intelligent transportation [12][15] - Standardization efforts will aim to unify interface protocols and software, reducing integration costs and development cycles [12][14] - The application scope will extend beyond traditional industrial automation to include high-precision medical imaging, real-time monitoring in security, and defect detection in high-end manufacturing [15]

Core Viewpoint - Fida Environmental has achieved a net profit of 241 million yuan in 2024, marking four consecutive years of growth, reflecting the effectiveness of its reforms and its balance between corporate responsibility and market vitality in the environmental sector [2] Group 1: Business Strategy and Market Positioning - The company emphasizes that market-oriented reform is about enhancing responsibility for environmental protection while improving operational performance [3] - Fida Environmental has optimized its business by eliminating low-margin traditional equipment orders and focusing on high-margin core products like wastewater treatment equipment and efficient dust collectors [3] - The company is shifting from a traditional "selling equipment for profit" model to a long-term value service model, expanding into BOT and TOT operational projects [3] Group 2: Financial Performance and Cash Flow Management - Cash flow is critical for the company, which has implemented a comprehensive cash flow management system to ensure financial stability [4] - In 2024, the company's net cash flow from operating activities reached 1.041 billion yuan, a 27.81% increase from 2023, marking four consecutive years of growth [4] - The efficiency of accounts receivable turnover improved significantly, with the turnover days reduced to 81.24 days, a decrease of over 41 days from 2023 [4] Group 3: Innovation and Technology Development - Fida Environmental is transitioning from an equipment supplier to a comprehensive low-carbon partner, with significant projects like the 3.287 billion yuan East Victory Thermal Power project [5][6] - The company has developed innovative technologies, including a patented CO2 consumption online accounting system and smart environmental protection technologies that enhance operational efficiency [7] - R&D investment reached 176 million yuan in 2024, a 9.34% increase, with a focus on market-driven innovation [8] Group 4: Industry Trends and Strategic Goals - The company aims to be a long-term player in the environmental industry, focusing on social and industry impacts alongside economic performance [9] - Fida Environmental plans to increase its operational business share and expand into county-level wastewater treatment markets, achieving a gross margin of 35.92% in 2024 [9] - The company is also working on establishing industry standards and providing support to small and medium-sized enterprises in the environmental sector [10]

2025年12月29日早晨8时，寒风料峭，周口市智慧城管第30网格的信息采集员林盘香准时走上街头，开 始了一天的巡查。刚到自己负责的网格，她就发现一所职业学校门口非机动车乱停乱放，影响道路通 行。 在这一机制下，采集员上报的问题，平台在5分钟内完成审核立案，3分钟内精准派单至责任单位，一般 事项要求在2小时内办结并反馈。该平台年均处置城市管理问题超过20万件，处置率稳定在98%以上。 一个个长期困扰市民的城市"顽疾"，在这套"快速发现、分钟派单、限时办结、结果可评"的全流程体系 中被逐一破解。 如今，周口市城市运行管理服务平台更添"智慧内核"。平台深度融合大数据、云计算、物联网、人工智 能等前沿技术，搭建"空天地"一体化智能感知体系，构建出"步行巡查+移动扫街+空中鹰眼+智能识别 +热线直达+全民拍"的六维协同治理格局，让城市每一处动态都能实时呈现、一屏统揽。 "周口智慧城管一键服务"微信小程序，则进一步拉近了市民与城市治理的距离。小程序整合2000余条便 民服务信息，开设"城市全民拍""一键找片长"等九大功能模块。市民随手一拍，就能将身边问题直送平 台。 便捷的参与渠道，激活了全民共治的一池春水。今年以来， ...

(乡村行·看振兴)从岭南果园到全球市场：AI赋能平乐柿子百亿元产业新图景 中新网桂林12月30日电(杨宗盛)在广西桂林市平乐县，一颗颗橙红色的柿子正经历着一场深刻的产业变 革。通过AI赋能，与无人机、人工智能和物联网等现代科技紧密融合，该县勾勒出一幅传统农业向高 质量、智能化转型的生动图景。 12月30日，2025年平乐县柿子产业高质量发展新闻发布会举行，公布了该县柿子产业发展的最新成果， 展示了如何通过全产业链的科技赋能，将地方特色农产品培育成驱动区域经济发展、助力乡村振兴的重 要引擎。 据介绍，平乐县柿子种植历史悠久，如今已是中国最大的柿饼加工销售集散地。目前，该县柿子种植面 积达18万亩，鲜果年产量超过62万吨，加工制品45万吨，产业链综合产值突破60亿元(人民币，下同)。 产业覆盖全县6个乡镇，带动约12万人就业增收。 图为12月13日，平乐县桥亭乡柿子产业种植基地。(无人机照片)杨宗盛 摄 本文为转载内容，授权事宜请联系原著作权人 图为12月14日，平乐县沙子镇加工企业工人在翻晒柿饼。(无人机照片)杨宗盛 摄 平乐为柿子产品搭建了大数据溯源平台。消费者扫描产品二维码，即可追溯从种植、加工到检测的全流 ...

Market Performance - The market experienced a volatile upward trend today, with the robotics sector leading the gains, as evidenced by the National Robotics Industry Index rising by 4.3% [1] - The China Securities Intelligent Electric Vehicle Index increased by 1.3%, the China Securities Consumer Electronics Theme Index rose by 0.9%, and the China Securities Internet of Things Theme Index went up by 0.8% [1] - The trading volume was active, with the E Fund Robotics ETF (159530) achieving a total transaction volume exceeding 1.7 billion yuan, significantly higher than the previous day, and receiving over 30 million net subscriptions [1] Industry Developments - The Ministry of Industry and Information Technology has officially established a standardization technical committee for humanoid robots and embodied intelligence, which will oversee the development and revision of standards in this field [1] - The establishment of this committee signifies a transition for the humanoid robot and embodied intelligence industry from a phase of fragmented technology paths and inconsistent product standards to a standardized development trajectory led by national standards [1] - A unified standard system is expected to reduce R&D and adaptation costs, accelerate the commercialization of technological achievements, and provide clear technical guidance and market access criteria for companies across the industry chain, thereby enhancing the overall investment value of the sector [1]

在此背景下，思创医惠已加大物联网业务资源投入，集中全公司力量深耕该领域。2025年4月，公司与 浙江省温州市苍南县人民政府签署《战略合作框架协议》，聚焦RFID（无线射频识别）技术落地与苍 南本土产业的深度融合；与此同时，公司通过此前的资产出售回笼相关资金，用于补充流动资金及加码 物联网业务。 对于拟变更的新证券简称，上述负责人解读称，"思创"延续公司长期使用的核心品牌标识，"智联"则精 准概括公司核心发展方向，直接对应公司"商业智能、物联网"的主营业务，彰显"数智赋能、万物互 联"的业务定位，与公司当前经营实质高度契合。 为改善经营状况、优化资产质量与财务结构，切实保障中小股东利益，思创医惠于2025年上半年实施重 大资产重组，将智慧医疗板块业务子公司医惠科技100%股权出售给苍南县山海数字科技有限公司，并 于2025年8月完成交割，正式剥离智慧医疗相关业务。 思创医惠相关负责人表示，公司当前已全面推进智慧医疗业务战略收缩，集中资源深耕物联网领域，原 名称中"医惠"二字对应的智慧医疗业务已脱离当前主营业务范畴，无法匹配公司战略转型后的核心定 位，这也是此次更名的重要原因。 在剥离非核心业务的同时，思创医惠正 ...

柳工挖掘机智慧工厂于2023年11月正式投产，作为柳工智能国际工业园的先行项目， 广泛融合机器人、人工智能、物联网等先进技术，实现生产流程的自动化、数字化与智 能化管理，显著提升生产效率和资源利用水平。展望未来，挖掘机业务将持续弘扬柳工 文化，以技术创新驱动产业升级，为实现规模与盈利双增长、在全球工程机械市场谱写 新篇章而全力奋进。 【行业热点】 1 业绩改观，工程机械行业复苏或已在路上？ 1 2月29日下午，柳工挖掘机智慧工厂迎来里程碑时刻—— 2 0 2 5年第1 0 0 0 0台挖掘机 正式下线 。股份公司党委副书记、副董事长、总裁罗国兵，股份公司副总裁、挖掘机 事业部党委书记、总经理袁世国，股份公司副总裁、首席质量官肖小磊等领导，与优 秀供应商代表及员工代表共同出席仪式，见证这一重要成就。 柳工柳州挖掘机业务已实现 13- 200吨全系列产品 的柔性智能化生产，年产突破一万 台，创下历史新高。这一成绩得益于公司领导的战略指引、供应商伙伴的协同支持以及 全体员工的辛勤付出。未来，挖掘机业务将继续秉持 "上下一致、内外对齐、靠前指 挥、同频共振、快人一步" 的工作理念，全力完成"十四五"收官任务，积极备战 ...