证券代码：300556 证券简称：丝路视觉 债券代码：123138 债券简称：丝路转债 丝路视觉科技股份有限公司 投资者关系活动记录表 编号：2025-001 投资者关系活动 类别 □ 特定对象调研 □ 分析师会议 □ 媒体采访 √ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 □ 其他 参与单位名称及 人员姓名 投资者网上提问 时间 2025 年 4 月 30 日 (周三) 下午 15:00-17:00 地点 价值在线（www.ir-online.cn） 上市公司接待人 员姓名 董事长、总裁：李萌迪 独立董事：董明志 独立董事：李丽杰 董事、高级副总裁、财务总监：岳峰 董事会秘书：王瑜 保荐代表人：邹莎 投资者关系活动 主要内容介绍 1、未来的发展怎样？ 答：丝路视觉在 2025 年将以更加坚韧的姿态面对激烈的行 业竞争，充分发挥自身在文化创意领域的优势，进一步巩固自身 核心竞争力，保持业绩的可持续性。继续深耕数字内容创意业务 核心，聚焦产品和服务能力提升；继续强化研发创新投入，设计 创新+运用创新+技术创新；利用 G 端、B 端业务的内容沉淀和品 牌认知优势，持续与智能穿戴厂商共同构建 C 端新 ...

港口集装箱起重机行业作为全球物流与贸易的核心支撑产业，近年来在技术创新、市场需求和政策驱动下呈现快速发展态势。中国港口 集装箱起重机市场规模占全球主导地位，2024年市场规模约6.68亿美元，2024年中国港口集装箱起重机占全球市场的15.39%。 随着长江经济带、京津冀协同发展等区域战略推进，内陆港口城市（如重庆、武汉）对集装箱起重机的需求显著增加，成为新的增长点. 中国厂商通过"一带一路"倡议加速国际化布局，东南亚、非洲等新兴市场成为出口重点。 港口集装箱起重机发展趋势 智能化与自动化深化 港口集装箱起重机是一种专门用于装卸集装箱的重型起重设备，广泛应用于港口、码头和集装箱堆场。这些起重机用于从集装箱船上卸 下或装载集装箱，并在堆场内进行转运。港口集装箱起重机专门为20英尺和40英尺国际集装箱而设计的，主要用于集装箱的堆叠和码 头、堆厂内的水平运输，与叉车相比，它具有机动灵活，操作方便，稳定性好，轮压较底，堆码层数高，堆厂利用率高等优点。 港口集装箱起重机行业目前现状分析 港口正在加速采用远程控制和全自动起重机，以减少人工干预，提高效率和安全性。人工智能（AI）与物联网（IoT）应用，AI优化集 装箱调度 ...

目前，奥迪一汽新能源基于PPE纯电平台已推出两款车型。其中首款量产车型奥迪Q6L e-tron及溜背版 Q6L Sportback e-tron，搭载107kWh电池组，CLTC续航里程最高750公里，支持800V高压快充技术，充 电10分钟可补能294公里，即将开启预售。而在本次上海车展上首次亮相的C级纯电轿车奥迪A6L e-tron 则以770公里续航和4.5秒零百加速性能，瞄准高端行政市场。 智能辅助驾驶技术方面，PPE纯电平台车型均采用华为乾崑技术，通过双激光雷达与视觉融合方案实现 无图L2级驾驶辅助能力。 当前奔驰、宝马、奥迪等豪华汽车品牌均加快了在中国的电动化布局，并且在电动、智能等技术方面注 重与中国本土企业开展合作。例如，奥迪与华为、宁德时代等本土头部供应商合作打造高端电动车，这 一点在奥迪一汽新能源产品落地过程中得到体现。其中，华为乾崑系统为奥迪一汽新能源提供驾驶辅助 解决方案，宁德时代则供应PPE平台车型的三元锂电池。 对此，奥迪一汽新能源CEO施睿哲表示，中国汽车正在加速向电动汽车转型，尤其是在高端车市场，中 国政府的政策极大地推动了新能源汽车市场及充电基础设施的发展。这也为新的市场入局 ...

Group 1 - The 2025 Digital China Innovation Competition focused on AI, specifically the "Distribution Network Operation State Perception and Inference Scheme" final was held at the State Grid Fujian Electric Power Research Institute [1] - The competition aimed to explore the application of scientific computing large models in the perception and inference of distribution network operation states, enhancing the safety and stability of distribution network operations [1] - A total of 165 top teams and 303 elite participants from renowned universities and leading power grid companies participated, with 15 teams advancing to the finals [1] Group 2 - The competition showcased 54 engineering potential schemes for upgrading distribution network state inference, including breakthroughs in multi-source data fusion analysis and intelligent solutions for critical scenarios like outage risk warning [2] - Nearly half of the proposed solutions have been implemented in the State Grid and Southern Power Grid, addressing inaccuracies in distribution network state inference and promoting a shift from passive response to proactive perception, prediction, and optimization [2] - The event established a high-level innovation exchange platform for the industry, accelerating the deep application of AI technology in the construction of new power systems, thereby injecting strong momentum into the development of Digital China [2]

Group 1 - The core viewpoint of the article highlights the recovery of the industrial mother machine sector, driven by policy support for domestic demand and export optimization, with the Industrial Mother Machine ETF (159667) rising over 2% [1] - The 19th China International Machine Tool Exhibition will open on April 25, 2025, in Beijing, focusing on the application of digital twin and artificial intelligence technologies in the machine tool industry, with companies like Renishaw showcasing high-precision measurement and automation solutions [1] - According to招商证券, the mechanical equipment industry (automation and general equipment) is experiencing a sustained recovery in domestic demand and an optimized export structure, with new market shares increasing [1] Group 2 - Investment in equipment tools has seen a cumulative year-on-year increase of 19% as of March, with the rolling year-on-year growth rates for metal forming, cutting machine tools, and packaging equipment production expanding [1] - The export share of general equipment to emerging markets like ASEAN has generally increased, following a period of market decline due to tariff impacts, with future growth expected alongside the implementation of stable growth policies [1] - The Industrial Mother Machine ETF (159667) tracks the CSI Machine Tool Index (931866), which selects listed companies involved in the manufacturing of machine tools and key components, reflecting the overall performance of the machine tool industry [1]

Core Viewpoint - Tianrun Technology (430564.BJ) reported a revenue of 179 million yuan for 2024, marking a year-on-year growth of 14.95%, with a net profit attributable to shareholders of 5.83 million yuan, up 1.43% year-on-year, and a significant increase in non-recurring net profit by 121.18% to 1.53 million yuan, indicating a notable improvement in the profitability of its main business [1] Group 1: Financial Performance - The company achieved a gross margin increase of 9.31 percentage points to 34.98% [1] - R&D expenditure reached 16.48 million yuan, with an R&D intensity of 9.23% [3] Group 2: Business Focus and Development - Tianrun Technology focuses on digital economy, data elements, artificial intelligence, and aerospace remote sensing, providing services in spatial information system development and integration for various sectors including smart city construction and natural resource management [1] - The company has established a comprehensive service system for the spatial information industry chain, leveraging technologies such as satellite remote sensing, aerial remote sensing, and digital twin [1] Group 3: Technological Advancements - The company has made significant R&D investments in remote sensing applications, artificial intelligence, and digital twins, resulting in the development of a cloud platform for managing real-world 3D models [3] - Tianrun Technology has obtained over 100 various intellectual property rights and participated in the formulation of multiple national and industry standards [2] Group 4: Market Expansion and Future Plans - The company is strengthening its international presence, with Hong Kong becoming a key market, and has upgraded its Hong Kong office to a subsidiary [3] - For 2025, the company aims to deepen its digital field layout, enhance technology transfer, expand international markets, and optimize risk control systems to achieve high-quality development [3]

转自：经济导报 新能源汽车在低速行驶时会发出"嗡嗡嗡"的声音，这是汽车为了安全设置的低速提示音。在国内市场 中，电动汽车低速提示音系统有四成以上来自曲阜。 除了新能源汽车内的电声产品"出圈"，全国最大的感温控温元件生产基地也坐落于此。曲阜生产制造的 电子轮速传感器等拳头产品，更是成为新能源汽车与传统汽车领域的"隐形冠军"。如今，这里没有轰鸣 的人工流水线，取而代之的是工业互联网与人工智能深度渗透的智能工厂。 推开音效评价室厚重的隔音门，一个充满科技感的声学空间在眼前展开，多组嵌入式扬声器矩阵如星群 般分布在天花板、地板和四壁。中央区域，四张赛车式人体工学坐椅有序排列。 "在这里，我们可以通过模拟汽车驾驶室的环境，沉浸式感受不同赫兹的声音效果。"宫恩杰介绍，公司 深耕电声领域多年，生产的电动汽车低速提示音产品、电喇叭等产品，以高可靠性、智能化设计赢得了 市场青睐。"像我们的电喇叭，年产值达3000万元，不仅为国内主流车企配套，还出口到东南亚以及欧 美市场。"宫恩杰说。 "除此之外，为满足市场需求，公司5000万套智能电声产品研发制造项目现已正式开工，同时我们还会 引进各类实验、检验设备仪器，可以进行声学频谱分析 ...

Core Insights - The smart warehousing logistics system utilizes advanced technologies to optimize and automate various aspects of warehouse operations, driven by the rapid development of IoT, big data, cloud computing, AI, and digital twin technologies [1][7] - The market size of China's smart warehousing logistics system was 31.92 billion yuan in 2018 and is expected to reach 135 billion yuan by 2025, indicating significant growth potential [1][7] - The modern logistics system, emphasizing intelligence and automation, has become the development direction of the logistics industry, with increasing demand from various sectors for advanced logistics technologies and equipment [1][7][25] Industry Definition and Characteristics - Smart warehousing logistics systems, also known as automated warehouses, integrate hardware, software, and data analysis to enhance the efficiency, accuracy, and agility of inventory management, order processing, and logistics workflows [2][4] Current Development Status - The primary technologies used in smart warehousing logistics systems include RFID and wireless sensing technology, enabling automatic identification and data collection of items, thus facilitating automated inventory management functions [4][5] Industry Chain - The industry chain consists of upstream components such as RGVs, large storage racks, conveyor systems, stackers, lifters, sorting machines, and forklifts, with the midstream focusing on smart warehousing logistics systems and downstream applications in sectors like tobacco, pharmaceuticals, e-commerce, and cold chain logistics [9][11][13] Competitive Landscape - The smart warehousing logistics system market in China is currently characterized by low concentration, with major players including Nanjing Yinfly Storage Equipment Group, Demar Technology Group, Beizhi Technology, and others [18][21] - Companies like Yinfly Storage and Demar Technology are leading in providing advanced smart warehousing solutions, with significant revenues from their respective logistics automation systems [21][23] Future Trends - The industry is expected to see continuous improvement in intelligence levels and expansion of application services, with a growing concentration of leading enterprises as market demand increases [25]

Core Viewpoint - The company, Guodian NARI (国电南瑞), is experiencing steady growth in its operating performance as it continues to enhance its industrial layout amid the accelerating energy transition [2][4]. Financial Performance - In 2024, Guodian NARI achieved operating revenue of 57.417 billion yuan, a year-on-year increase of 11.15% [4][5]. - The net profit attributable to shareholders reached 7.610 billion yuan, up 6.06% year-on-year, while the net profit excluding non-recurring items was 7.389 billion yuan, growing by 11.14% [2][4]. - As of the end of 2024, the company had an order backlog of 50.697 billion yuan, with new orders signed in 2024 amounting to 29.006 billion yuan [3][6]. Business Segments - Guodian NARI focuses on four major industrial clusters: smart grid, digital energy integration, low-carbon energy, and industrial interconnection [3][8]. - In 2024, the revenue from these segments was as follows: smart grid 28.468 billion yuan, digital energy integration 12.365 billion yuan, low-carbon energy 12.185 billion yuan, and industrial interconnection 2.867 billion yuan [8][9]. R&D and Innovation - The company invested 4.032 billion yuan in R&D in 2024, representing 7.02% of its operating revenue, an increase of 0.29 percentage points year-on-year [9]. - Guodian NARI has made significant advancements in technology, including the establishment of four international standards and the issuance of seven national industry standards in 2024 [9]. Dividend Policy - In 2024, Guodian NARI increased its dividend distribution, with a total cash dividend of 4.565 billion yuan, which is approximately 65% of its net profit [7][9]. - The company plans to distribute a maximum of 40% of its net profit as cash dividends in the first half of 2025, contingent on positive net profit [7].

随着全球人口老龄化加快，养老机器人产业正迎来巨大的发展机遇。世界卫生组织的数据显示，预计到 2050年，全球60岁以上人口数量将达21亿，其中80岁以上的老年人为4.26亿。当前，全球养老机器人呈 多元化发展态势，各国在技术研发、产品应用等方面各具特色。今年2月，国际电工委员会（IEC）正 式发布由中国牵头制定的首个养老机器人国际标准，这标志着全球养老机器人产业迈入规范化、标准 化、智能化的新阶段。 近日，本报记者走进IEC位于瑞士日内瓦的总部，以及德国、日本的科研机构，实地探访养老机器人的 技术发展和国际标准出台的意义。 ——编者 国际电工委员会—— 统一标准，打造更好产品 随着5G、人工智能、物联网、云计算、大数据等新一代信息技术的蓬勃发展，以及AI芯片、传感器、 伺服电机等关键零部件的日渐成熟，养老机器人在辅助行走、健康护理、家务协助、情感陪伴、紧急呼 叫等方面的应用日益广泛。据IEC《电子技术》杂志主编凯瑟琳·比绍博格介绍，从全球看，中国、日 本、德国、美国、意大利等国在相关技术领域较为领先，其产品在辅助康复训练、智能护理等方面具有 一定市场占有率。 针对全球市场各类养老机器人产品缺乏统一性能规范的情 ...