Core Viewpoint - Shanghai Haide Control System Co., Ltd. held a mid-year performance briefing on September 19, 2025, addressing investor concerns regarding industry status, operational performance, and financial conditions [1] Group 1: Business Layout and Technology Reuse - The company focuses on industrial electrical automation and industrial information technology, developing hardware and software products such as medium redundancy PLCs and edge controllers [1] - The accumulated automation and information technology can be reused in intelligent industries like robotics, integrating with the company's "two-in-one" solutions for control and data interaction layers [1] - The company is advancing its digital business by focusing on automation control technologies and developing software and hardware products and solutions for multiple industries [1] Group 2: Industrial Internet Platform Achievements - The company is enhancing its "two-in-one" solutions by developing hardware and software for control and data interaction, particularly in the metallurgy sector for unmanned intelligent systems [1] - The company is addressing user needs by integrating OT and IT systems, focusing on adaptability and improving overall digital and intelligent system levels [1] Group 3: Product-Related Responses - The company does not engage in the research and manufacturing of high-density optical components but applies relevant devices in self-developed products [1] - Currently, the company is not involved in humanoid robot research, although related technologies can be reused [1] - Automation products are applied in the renewable energy sector, with stable year-on-year orders for wind power converters and increased orders for commercial energy storage products [1] Group 4: Energy Storage Business Situation - In the first half of 2025, the company focused on risk management in the centralized energy storage market, reducing market investment and concentrating on quality clients and projects [1] - The company implemented cost reduction and efficiency improvement measures, resulting in a significant year-on-year decrease in expenses [1] - The exploration of business models and market opportunities in commercial storage has shown initial success [1] Group 5: Shareholder Reduction Situation - The actual controller of the company, Mr. Xu Hong, has never reduced his shareholding, while Mr. Guo Menglong announced a reduction plan for the first time since the company went public in 2007 due to business investment needs [1] - In 2016, the two actual controllers collectively increased their shareholding by 9,778,067 shares [1] - Any future reduction information will be disclosed in accordance with legal regulations [1]

Group 1: Company Strategy and Product Development - The company focuses on the integration of automation and information technology, emphasizing the development of software and hardware products for industrial automation and informationization, including medium redundancy PLCs, edge controllers, SCADA software, and industrial intelligent network management software [3][7] - The digitalization strategy aims to leverage software to enhance automation control, industrial software, information security, and industrial internet technologies, targeting sectors such as equipment manufacturing, infrastructure, and process industries [3][7] Group 2: Industrial Internet and Smart Systems - The company is enhancing its "dual-integration" solutions, focusing on industries like metallurgy, port management, and mining to develop unmanned intelligent systems, improving adaptability, replicability, and iterative capabilities [5][6] - The "EIControl edge controller AI functionality development" project aims to achieve real-time inference capabilities and predictive maintenance, significantly enhancing production line intelligence [4] Group 3: Financial Performance and Market Position - The company has adjusted its investment strategy in the centralized energy storage market, focusing on risk management and prioritizing high-quality clients and projects, resulting in a significant reduction in costs compared to the previous year [7] - The revenue and profit from the energy storage business have seen substantial year-on-year growth, indicating a positive trend in financial performance despite market challenges [7] Group 4: Market Trends and Customer Engagement - Orders for automation products in the renewable energy sector have shown a stable trend, with new application scenarios for commercial energy storage products leading to an increase in orders [9] - The company has disclosed plans regarding stock reduction by actual controllers, emphasizing that the primary purpose is for personal funding needs and business development [9]

Group 1 - The core viewpoint of the article highlights Haide Control's ongoing efforts to enhance the integration of automation and information technology solutions, focusing on industries such as metallurgy, pipeline corridors, ports, and mining [1] - The company is developing software and hardware for control and data interaction layers, aiming to meet user demands for adaptability, replicability, and iteration in the integration of operational technology (OT) and information technology (IT) [1] - Haide Control's main business revolves around smart manufacturing, leveraging its long-term experience in industrial electrical automation and industrial information technology to provide integrated solutions that promote automation, digitalization, networking, intelligence, and energy efficiency in production [1] Group 2 - The company has achieved breakthroughs and continuous iterations in its products, including industrial intelligent network management software, industrial system cloud migration, and AI intelligent edge controllers [1] - Haide Control aims to assist industrial users in reducing production and management energy consumption, thereby facilitating green and intelligent development in manufacturing [1]

Group 1 - The core viewpoint of the news is that Chufeng Power's stock has experienced fluctuations, with a year-to-date increase of 77.80% but a recent decline in the last five trading days by 4.40% [1] - As of September 19, Chufeng Power's stock price was 272.43 CNY per share, with a total market capitalization of 41.567 billion CNY [1] - The company has seen a net outflow of main funds amounting to 6.6587 million CNY, with significant buying and selling activities recorded [1] Group 2 - Chufeng Power's main business includes the research, production, and sales of all-terrain vehicles, motorcycles, yachts, and recreational sports equipment, with revenue composition being 47.95% from four-wheeled vehicles, 42.79% from two-wheeled vehicles, and 6.89% from parts and others [1] - For the first half of 2025, Chufeng Power achieved operating revenue of 9.855 billion CNY, a year-on-year increase of 30.90%, and a net profit attributable to shareholders of 1.002 billion CNY, up 41.35% year-on-year [2] - The company has distributed a total of 1.485 billion CNY in dividends since its A-share listing, with 1.115 billion CNY distributed in the last three years [3]

Group 1: Achievements in Infrastructure and Technology - China has built the world's largest and most extensive network infrastructure, with 4.598 million 5G base stations and over 1 million device connections on key industrial internet platforms [5] - The country has established more than 35,000 basic-level and over 230 excellent-level smart factories, showcasing significant advancements in smart manufacturing [5] - The application of industrial robots is accelerating, with demonstrations of robots capable of material handling and intelligent inspections at the 2025 Global Industrial Internet Conference [6] Group 2: Agricultural Production and Food Security - During the "14th Five-Year Plan" period, China's grain production is projected to exceed 1.4 trillion jin (approximately 700 million tons) by 2024, an increase of 74 billion jin compared to 2020 [14] - The average per capita grain availability has reached 500 kg, ensuring basic self-sufficiency in grains and absolute safety in staple food supplies [14] - The production of cotton, oil, sugar, fruits, vegetables, meat, eggs, milk, and aquatic products has been continuously enhanced, enriching the food supply for the population [14] Group 3: Ecological and Environmental Initiatives - Significant progress has been made in ecological protection and restoration, with the "Three North" project completing construction tasks covering 164 million acres [9] - The "Mountain and Water Project" has been implemented across 27 initiatives, protecting and restoring over 8 million acres [9] - Inner Mongolia has made strides in combating desertification, achieving an 80% progress rate in the governance of the Maowusu Sandy Land and establishing a "photovoltaic wall" in the Kubuqi Desert [10] Group 4: Cultural and Educational Developments - By the end of 2024, the number of registered museums in China is expected to reach 7,046, with an average of one museum for every 200,000 people, and over 91% of them offering free admission [19] - Museums have become popular cultural and tourism destinations, with 28.6079 million visitors recorded in Jiangsu province alone during the summer [20] - The transformation of museums into comprehensive cultural experience centers has enhanced their role in promoting cultural tourism consumption [20]

Core Points - The third National Vocational Skills Competition will open on September 19 in Zhengzhou, Henan Province, China [1] - The theme of this year's competition is "Skills Illuminate the Future," featuring 106 competition projects with 3,420 participants from 35 delegations nationwide [1] - This event is recognized as the highest specification, largest scale, and most influential national vocational skills competition in China [1] Competition Structure - The competition includes 66 selection projects for the World Skills Competition and 40 selected national competition projects [1] - Over 50% of the competition projects focus on intelligent manufacturing, high-end equipment, digital technology, and new energy, aligning with the national innovation-driven development strategy [1] Special Features - For the first time, a special competition for rural revitalization has been established, directly supporting the national rural revitalization strategy [1] - Four professional technical competition projects are included, showcasing the latest trends in technology and skill integration: artificial intelligence engineering technology, intelligent manufacturing engineering technology, industrial internet engineering technology, and integrated circuit engineering technology [1]

Core Insights - The article discusses the transformation of the industrial internet, emphasizing the shift towards "Industrial Internet 2.0" with a focus on smart factories and intelligent platforms as core strategies for enhancing efficiency and decision-making in manufacturing [1][2]. Group 1: Industrial Internet Transformation - The industrial internet is evolving, with a core path defined as smart factories combined with intelligent platforms, aiming to address challenges such as rising costs and intensified competition in the manufacturing sector [1][2]. - The concept of "Industrial Intelligence" is introduced as a new paradigm for scaling Chinese manufacturing, highlighting the importance of intelligent decision-making and autonomous optimization alongside connectivity and data [2][3]. Group 2: Technological Implementation - The company has developed a low-code platform called "Lingxi Industrial Operating System," which streamlines the development process, resulting in a 59% increase in development efficiency and a 70% reduction in operational costs [2][3]. - Six key scenarios have been identified for practical application, including industrial governance and supply chain management, which have been validated through extensive real-world testing [2][3]. Group 3: Global Expansion Strategy - The company is preparing for international expansion, aiming to export its industrial internet and intelligent capabilities, particularly targeting the light industry sectors that require flexible production lines and rapid product iteration [4]. - The shift from exporting products to exporting capabilities signifies a strategic transformation, focusing on providing integrated smart solutions rather than just hardware [4]. Group 4: Talent Development - A new talent cultivation philosophy called "PhD in the Workshop" is being implemented to bridge the gap between technology and manufacturing processes, fostering a new generation of professionals who understand both domains [5]. - Collaborations with universities to establish industrial internet academies aim to produce versatile talents capable of engaging in real projects and gaining practical experience [5].

Company Overview - Samsung Medical is located in Ningbo, Zhejiang Province, established on February 1, 2007, and listed on June 15, 2011. The company specializes in the research, production, and sales of electric energy metering and information collection products, as well as distribution equipment and medical services [1]. Financial Performance - For the first half of 2025, Samsung Medical achieved operating revenue of 7.972 billion yuan, representing a year-on-year growth of 13.93%. The net profit attributable to the parent company was 1.230 billion yuan, an increase of 6.93% year-on-year [2]. - Cumulative cash dividends since the A-share listing amount to 5.728 billion yuan, with 2.650 billion yuan distributed over the past three years [3]. Stock Performance - As of September 18, Samsung Medical's stock price decreased by 2.02%, trading at 22.75 yuan per share, with a total market capitalization of 31.969 billion yuan. The stock has declined by 23.85% year-to-date [1]. - The stock's trading volume showed a net inflow of 4.8744 million yuan from main funds, with significant buying and selling activities recorded [1]. Shareholder Information - As of June 30, the number of shareholders increased to 29,000, up by 76.91%, while the average circulating shares per person decreased by 43.15% to 48,732 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 47.9803 million shares, an increase of 3.9134 million shares from the previous period [3]. Business Segmentation - The company's main business revenue composition includes 79.70% from the electric power sector, 19.15% from medical services, and 1.15% from other businesses, with no revenue from financing leasing and consulting services [1]. - Samsung Medical is categorized under the electric equipment industry, specifically in the distribution equipment sector, and is associated with concepts such as private hospitals, mid-cap stocks, electric IoT, industrial internet, and energy storage [1].

M F /7 业务 ▲ 1 HINDRANI T PARTH MARK THE THE I won the 865 07:30 PM 线集成 产 h ml 1 1 MES 生产执行 I'v HHH B n 】 B 결 IDI MI 0 e 9月16日，法士特智能工厂战略创新联盟启动大会在西安举行。作为我国汽车零部件行业的领军企业，法士特此次联合产业链多方力量组建创新 联盟，既是对国家制造强国战略的积极响应，也是企业从传统制造向智能制造服务转型的核心举措，通过整合生态资源为行业智能化升级提供可复 制的实践样本。 锚定战略方向 厚植智能制造根基 法士特集团党委书记、董事长马旭耀在大会致辞中表示，法士特50余载深耕汽车零部件领域，已发展成为拥有铸造、锻造、齿轮加工、壳体加工、总装 配等全流程业务的离散型生产制造企业。进入21世纪，伴随国家经济快速发展，法士特敏锐把握制造业变革趋势，加快推动智能工厂建设和智能制造推广应 用，为行业转型升级提供最佳综合解决方案。 截至目前，法士特已建成3座国家级智能制造示范工厂，多项数智技术斩获陕西省科技进步一等奖，在智能制造领域树立起行业标杆。为进一步推动智 能制造技术的共享与应用， ...

9月18日，威尔高盘中上涨2.16%，截至11:19，报62.50元/股，成交2.47亿元，换手率7.47%，总市值 84.14亿元。 资金流向方面，主力资金净流出798.81万元，特大单买入788.07万元，占比3.19%，卖出1764.83万元， 占比7.15%；大单买入5416.87万元，占比21.95%，卖出5238.92万元，占比21.23%。 威尔高今年以来股价涨79.83%，近5个交易日涨4.55%，近20日涨10.44%，近60日涨62.38%。 今年以来威尔高已经6次登上龙虎榜，最近一次登上龙虎榜为8月13日，当日龙虎榜净买入5365.09万 元；买入总计2.51亿元 ，占总成交额比16.06%；卖出总计1.97亿元 ，占总成交额比12.63%。 资料显示，江西威尔高电子股份有限公司位于广东省惠州市惠城区期湖塘路5号惠鹏大厦办公楼10楼 1004，成立日期2017年4月7日，上市日期2023年9月6日，公司主营业务涉及印制电路板的研发、生产和 销售。主营业务收入构成为：印制电路板87.45%，其他业务是收入12.55%。 威尔高所属申万行业为：电子-元件-印制电路板。所属概念板块包括：小盘、 ...