证券代码：301298 证券简称：东利机械 公告编号：2025-048 保定市东利机械制造股份有限公司 关于使用剩余超募资金对全资子公司增资 暨投资建设新项目的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 ●新建项目名称：河北阿诺达汽车悬架减振器智能制造项目（具体以备案 为准），投资金额及资金来源：计划投资总额为17,000万元，拟使用剩余超募资 金（含理财和存款收益）1,415.31万元，剩余部分以自有或自筹资金补足，该项 目计划建设周期18个月。 ●本次投资不构成关联交易，不构成重大资产重组。 相关风险提示：上述事项尚需提交股东大会审议，本次投建的新项目在实 施过程中，如因宏观政策变化、市场环境变化、技术路线变化、研发成果不及预 期等因素，可能出现项目实施顺延、变更、中止、项目效益不达预期等风险，敬 请投资者注意投资风险。 保定市东利机械制造股份有限公司（以下简称"公司"）于2025年7月11日 召开第四届董事会第十四次会议和第四届监事会第十二次会议通过《关于使用 剩余超募资金对全资子公司增资暨投资建设新项目的议案》，同意公司使用首 次公开发行股票 ...

Core Viewpoint - The article discusses the production and market potential of bio-based 1,4-butanediol (BDO), highlighting the shift towards sustainable chemical production methods in response to environmental concerns and regulatory pressures. Group 1: Bio-based BDO Production - Cargill and HELM AG's joint venture Qore has officially launched the production of bio-based BDO using locally grown dent corn, with a total investment of $300 million, aiming for an annual production capacity of 66,000 tons [3] - BDO is a crucial organic chemical and fine chemical raw material with extensive downstream applications across various industries, including textiles, pharmaceuticals, and biodegradable plastics [4] - The production of bio-based BDO is primarily achieved through fermentation processes, with Qore utilizing a proprietary one-step fermentation technology developed by Genomatica [8] Group 2: Industry Developments and Collaborations - LYCRA plans to use QIRA to enhance the sustainability of its fibers, potentially reducing its carbon footprint by up to 44% [5] - BASF has entered a long-term supply agreement with Qore to incorporate QIRA into its product portfolio, aiming for sustainable chemical production [5] - Several companies are investing in bio-based BDO production, including the Korean company Xinying Group, which plans to build a $1 billion facility in Vietnam, and Jinfa Technology, which has launched a 10,000-ton bio-based BDO project in Liaoning [9][10] Group 3: Market Trends and Future Outlook - The traditional BDO production methods face challenges due to high carbon emissions, necessitating the development of greener, low-carbon production processes [7] - Despite the current higher costs of bio-based BDO compared to petroleum-based BDO, its competitive advantage is expected to grow as oil prices remain high and production technologies improve [12] - The upcoming SynBioCon 2025 conference will focus on the development and industrial collaboration of key products that can replace petrochemical raw materials, indicating a strong industry shift towards sustainable practices [13]

西湖未来智造 创始人，西湖大学 教授 周南嘉 将出席 2025（第四届）高分子3D打印材料高峰论 坛 （7月18-20日 | 浙江 · 杭州），并分享 "微纳电子增材制造技术与应用" 。 电子增材技术 为先进封装产业开启了另一扇新世界大门。与传统的依赖光刻的图案化技术相比，电 子增材可大幅降低产品生产成本，提升产品性能和加工灵活性。 微纳直写打印技术（Micro/Nano Direct Writing Printing Technology） 是一种基于增材制造的高精度加工技术，能够直接在基底上 沉积材料，形成微米或纳米级的精细结构。与传统的光刻、蚀刻等减材制造工艺相比，微纳直写打印 技术具有高精度、灵活性强、材料利用率高等特点，是近年来微纳制造领域的研究热点之一。 西湖大学周南嘉教授 于2020年孵化了西湖未来智造（杭州）科技发展有限公司（芯体素），公司自 主研发先进增材加工工艺，基于材料与设备的协同创新，为泛半导体行业提供研发及生产用低成本、 高精度、高性能制造技术。公司独创行业领先的 微米、亚微米级超高精度电子增材制造技术 ，可实 现数十种高性能 金属导电材料、聚合物、陶瓷基介质材科、光学及磁性材料的精 ...

Core Viewpoint - The U.S. is losing its advanced manufacturing and foundational manufacturing sectors, as stated by U.S. Trade Representative Tai [1] Group 1 - The statement highlights a significant concern regarding the decline of the manufacturing industry in the U.S. [1]

美国贸易代表格里尔：美国正在失去先进制造业以及基础制造业。 ...

Group 1 - The European Union has proposed a historic budget of nearly €2 trillion (approximately $2.3 trillion) for the next seven years to address various challenges, including increased global economic competition and rising defense needs [1][2] - The proposed budget represents a significant increase from the previous budget cycle of €1.2 trillion (equivalent to 1% of the EU's economic output) [1] - A substantial portion of the budget, approximately €589.6 billion, is allocated to a "Competitiveness, Prosperity, and Security Fund," with €450.5 billion designated for the EU's competitiveness development fund [1][2] Group 2 - The budget proposal will initiate a lengthy fiscal process requiring consensus from the European Parliament and the European Council, with a final agreement needed by the end of 2027 [2] - The budget aims to address the repayment of debts incurred during the COVID-19 pandemic, which could reach up to €25 billion annually starting in 2028 [2] - The proposal will determine spending priorities for the EU from 2028 to 2034, focusing on enhancing defense capabilities and competitiveness in response to economic threats from the U.S. and Asia [2] Group 3 - NATO projects that military spending in Europe will increase from 2% to 5% of GDP by 2035, indicating a significant rise in defense expenditures [3] - The long-term budget currently supports around 50 EU fund projects across various sectors, primarily funded by member state contributions [3] Group 4 - The proposed budget is expected to act as a liquidity booster for European and global stock markets, with significant public investment planned [4] - Key sectors likely to benefit from this budget include defense, semiconductor equipment, digital applications, renewable energy, and agricultural inputs [4] Group 5 - The ongoing conflict between Russia and Ukraine has highlighted the need for European countries to strengthen their defense systems, particularly in drone technology and automated warfare systems [5] - European semiconductor equipment companies like ASML, ASM International, and BE Semiconductor are positioned to benefit from increased funding aimed at boosting chip manufacturing in Europe [5] Group 6 - The surge in global demand for AI chips is prompting major manufacturers like TSMC and Samsung to accelerate the construction of chip factories in Europe, leading to increased procurement of advanced semiconductor equipment [6]

公告披露，报告期内公司通过持续增加 AI 终端硬件高附加值产品相 关的研发投入、提升市场份额及建立供应商联盟，进一步提升产线稼 动率及降低制造成本；汽车板块，国内汽车业务在工艺能力提升及效 率提升方面进展较好，经营相对去年大幅好转；部分海外新工厂积极 采取应对措施，亏损幅度同期有所减少。上半年公司整体利润同比稳 步提升，上半年实现归属于上市公司股东的净利润 90,000 万元– 114,000 万元，同比增长 31.57%-66.66%。 2025 年 07 月 16 日 领益智造(002600.SZ) 持续发力 AI 终端+机器人业务，经营稳 步提升 事件： 7 月 15 日公司发布 2025 年半年度业绩预告，上半年实现归属于上市 公司股东的净利润 90,000 万元–114,000 万元，同比增长 31.57%- 66.66%，扣除股权激励摊销费用归属于上市公司股东的净利润 104,000 万元–128,000 万元，同比增长 48.59%-82.88%。 持续增加 AI 投入，利润同比稳步提升 积极开展产品创新，多项领域取得进展： 2024 年报披露，公司在折叠屏、XR 智能穿戴、VC 散热、服务器散 ...

中美加强制造业合作正当其时 文章指出，在"十五五"规划（2026年-2030年）即将实施之际，中国正在推动制造业朝着更加智能化、数字化、高端化的方向发展。这不仅展现了中国以 创新驱动增长的壮志雄心，也预示着全球产业格局的更大转变。 值此关键时刻，作为两大经济体、制造强国，中美如何管控竞争、寻求合作，将决定全球供应链、世界经济以及科技的未来走向。 近年来，国际环境的不确定性日益加剧。随着地缘政治紧张局势升级、保护主义抬头以及逆全球化浪潮来袭，全球供应链韧性备受考验。在全世界努力应 对气候变化、通货膨胀和颠覆性技术之际，国际社会迫切需要促进稳定与合作。遗憾的是，"脱钩"和遏制战略可能会破坏数十年来的共生共赢局面。 中美两国依然相互依存。在制造业领域，中美合作推动了电子、清洁能源、航空航天、智能设备、汽车等行业的创新、规模化以及效率提升。双方都致力 于增强发展韧性并提升竞争优势，这是合情合理的，不过将良性竞争变成零和博弈却是大错特错。只要管理得当，竞争与合作可以共存。事实上，在制造 业领域，两者必须共存。 对抗非唯一！美中制造业合作被这位会长看好 美中公共事务协会会长滕绍骏7月15日在《中国日报》撰文称，中美应当加 ...

Core Insights - The Shanghai Die Casting Exhibition, themed "Strengthening the Foundation and Promoting Development," took place from July 16 to 18, attracting over 580 leading companies in the high-pressure die casting and non-ferrous alloy special casting industries [1] - Lijin Group showcased its innovations in magnesium alloy thixotropic forming, special casting, and integrated die casting, emphasizing breakthroughs in smart manufacturing and green casting [1][6] Company Developments - Lijin's exhibition highlighted four core equipment and technology solutions: TPI magnesium alloy semi-solid thixotropic forming machine, cold chamber die casting machine E-PRESS850, gantry five-axis machining center GU-2616D, and horizontal extrusion casting machine SCHB400, reflecting the company's grasp of industry trends and providing new solutions for stability, efficiency, and safety [3] - Since 2000, Lijin has been a pioneer in the magnesium alloy die casting field, developing China's first magnesium alloy hot chamber and cold chamber die casting machines, as well as the leading TPI semi-solid thixotropic forming technology [6][7] - Lijin has played a significant role in establishing four national standards and two industry standards in the magnesium alloy sector and has partnered with Tsinghua University and Shanghai Jiao Tong University [7] Technological Advancements - In 2024, Lijin achieved a major breakthrough in its TPI semi-solid magnesium alloy forming technology, winning the International Magnesium Association's "Excellence in Process Award" for its advantages in energy consumption, product performance, and production efficiency [7] - The company has launched three product series based on TPI technology: Micro series for 500-1000 ton die casting machines focusing on small precision parts, Super series for 800-2500 ton machines targeting medium to large parts, and Giga series for 3000-7000 ton machines, potentially becoming the largest magnesium alloy semi-solid die casting equipment globally [7] Strategic Collaborations - At the exhibition, Lijin signed a strategic cooperation agreement with the University of Debrecen in Hungary, focusing on smart manufacturing talent cultivation, technology transfer, and the establishment of a "European Innovation Machinery Center" [8] - The collaboration includes setting up a practical base for students, jointly developing specialized courses in smart manufacturing, and accelerating the industrialization of technological achievements in the Central European market [10] - This partnership aims to enhance Lijin's service capabilities in Europe, address the talent gap, and promote a deep integration of education, research, and industry, thereby increasing its competitiveness in the global market [10]

Core Viewpoint - The article emphasizes the significance of supply chains and advanced manufacturing chains in connecting global resources and enhancing production efficiency, showcasing their integral role in everyday life and industry innovation [1][5][7]. Group 1: Supply Chain Definition and Importance - Supply chain encompasses the entire process from raw material procurement to production, sales, and consumption [1]. - Advanced manufacturing chain includes aspects such as R&D design, new material application, key components, smart manufacturing, and advanced equipment, highlighting its role in industrial upgrading and international competitiveness [5][7]. Group 2: Real-World Applications - The article illustrates how supply chains operate in daily life, from breakfast production to public transportation and computer assembly, demonstrating their omnipresence and complexity [5][7]. - A case study of a washing machine factory in Tianjin showcases a sustainable lighthouse factory that efficiently integrates advanced manufacturing processes with environmental protection [7][11]. Group 3: Advanced Manufacturing Process - Upon receiving an order, the factory's system quickly communicates with over 250 upstream and downstream enterprises, managing inventory and generating precise supply instructions [9][11]. - The production line can manufacture a washing machine in as little as 38 minutes, utilizing advanced technologies such as laser welding and a sophisticated logistics system powered by 5G [11][13][15].