2025.04. 24 4月24日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 四连板先达股份：目前烯草酮产品成交价格稳中有升 后续价格具有不确定性 先达股份发布股票交易异常波动公告，公司近期关注到有相关媒体关于烯草酮产品的报道。公司所产 烯草酮产品主要销往海外市场，主要销售季节为每年4—8月份。目前烯草酮产品成交价格稳中有 升，产品供应趋于紧张，但受市场竞争、原材料价格等因素影响，后续价格具有不确定性。 恒瑞医药：一季度净利润18.74亿元 同比增长36.9% 恒瑞医药披露一季报，公司2025年第一季度实现营业收入72.06亿元，同比增长20.14%；净利润 18.74亿元，同比增长36.9%。 珀莱雅：一季度净利润3.9亿元 同比增长28.87% 珀莱雅披露一季报，公司2025年第一季度实现营业收入23.59亿元，同比增长8.13%；净利润3.9亿 元，同比增长28.87%。 超声电子：一季度净利润同比增长142.26% 超声电子发布一季报，2025年第一季度营业收入14.66亿元，同比增长15.81%；归母净利润4177.25 万元，同比增长142 ...

Core Viewpoint - The company, Xingwang Yuda (002829), has signed a strategic cooperation agreement with the Jilin Province Bionic Robot Innovation Center to jointly promote technology research and application in the field of intelligent robotics [1] Group 1: Cooperation Details - The cooperation will focus on the development and application of embodied intelligent entities, large models, motion control systems, and toolchains for engineering applications [1] - The partnership will also involve the production and manufacturing of robots and related intelligent equipment [1] - A regular communication mechanism will be established to facilitate project progress [1] Group 2: Agreement Nature - The agreement is a framework and intention-based arrangement, lacking strong binding force [1] - There is uncertainty regarding specific cooperation matters and implementation progress [1]

Summary of Tengyuan Cobalt Industry Conference Call Company Overview - Tengyuan Cobalt Industry is a comprehensive enterprise engaged in the production and trade of cobalt, nickel, and copper products, leading the industry in precious metal recovery rates. The company has a short production cycle for new factories and flexible production line designs, optimizing fixed asset investments. The strategic focus is on expanding the Chinese market while ensuring upstream raw material supply and consolidating its position as a leader in midstream smelting [1][2][3]. Core Business Insights - The company's products are widely used in various sectors, including electric vehicles (cobalt sulfate, nickel sulfate), AI terminals (cobalt chloride, cobalt oxide), aerospace, hard alloys, infrastructure, and power. Tengyuan has established long-term stable partnerships with leading enterprises in the industry chain and is actively exploring deep cooperation models [1][4]. - In 2024, the company expects revenue to exceed 6.5 billion yuan and net profit to surpass 680 million yuan, with total assets reaching 10.7 billion yuan and a debt ratio of only 17.8%, significantly lower than the industry average [2][11]. Market Trends and Challenges - The international landscape in 2024 is complex, with geopolitical tensions and trade frictions impacting the industry. However, the company believes these factors will have limited effects on its operations. The consumption electronics and AI terminal markets are seen as promising directions for the next 3 to 5 years, supported by government subsidies [1][5]. - The electric vehicle market continues to grow robustly, driven by policies promoting vehicle upgrades and advancements in autonomous driving technology. The company aims to leverage its advantages in material research and production to support the widespread application of high-density batteries [7][8]. Production and Capacity Expansion - The company plans to expand its production capacity significantly, with cobalt production increasing to 46,000 tons, nickel to 60,000 tons, lithium carbonate to 20,000 tons, electrolytic copper to 90,000 tons, ternary materials to 120,000 tons, and nickel sulfate to 20,000 tons by 2025 [2][14]. - A new copper smelting project in the Democratic Republic of Congo (DRC) is expected to produce 30,000 tons annually by the end of 2026 [2][10]. Research and Development - Tengyuan is increasing its R&D investment by 12% in 2024 compared to 2023, focusing on cost reduction and efficiency improvements, which have led to a 6.13% decrease in carbon emissions [12][13]. Supply Chain and Raw Material Procurement - The company has established a dual-driven strategy to ensure stable raw material supply through both primary production and secondary resource recovery. It sources raw materials from major mining companies and employs a combination of long-term and short-term contracts to manage procurement [3][23][39]. - The company is actively addressing challenges related to power supply and transportation in its DRC operations to enhance production efficiency [15]. Future Outlook - The company is optimistic about its performance in 2025, expecting to achieve over 10% growth in cobalt product sales compared to 2024, driven by technological innovation and cost control [24][37]. - The global outlook for bulk commodities, particularly copper, remains positive, with anticipated price increases despite short-term fluctuations due to macroeconomic factors [10][36]. Conclusion - Tengyuan Cobalt Industry is well-positioned to capitalize on growth opportunities in the electric vehicle and AI sectors while maintaining a strong focus on R&D and operational efficiency. The company's strategic initiatives and robust supply chain management are expected to support its long-term growth objectives in a challenging market environment [1][2][5][45].

Core Viewpoint - The article discusses the advancements and applications of humanoid robots, particularly the Walker S series from UBTECH, in industrial settings, highlighting their potential to enhance efficiency and productivity in manufacturing processes [1][12]. Group 1: Development and Training of Humanoid Robots - The Walker S1 humanoid robot has been integrated into various factories, including Geely's 5G smart factory, with over 500 units of intent orders received [1]. - The evolution of humanoid robots from performing basic tasks to more complex operations is emphasized, with the Walker S1 showing a 25% increase in material handling speed compared to its predecessor [4][11]. - The robots are designed to perform quality inspections with over 99% accuracy using advanced imaging and deep learning technologies [4][11]. Group 2: Technological Advancements - The Walker S series has transitioned from single-unit training to collaborative operations, showcasing the ability to work in groups and execute complex tasks [6][9]. - The implementation of a "big brain" and "small brain" system allows for enhanced decision-making and task execution, enabling robots to adapt to real-time environments [10]. - The robots are capable of learning skills once and sharing them across multiple units, which streamlines the training process [10]. Group 3: Future Prospects and Industry Impact - The Walker S1 has demonstrated significant improvements in various factories, with plans for large-scale delivery in the near future [11]. - UBTECH is developing the next generation, Walker S2, which will feature autonomous charging and increased operational efficiency [12]. - The article highlights the potential for humanoid robots to serve as intelligent assistants rather than replacements for human workers, promoting collaboration in manufacturing [12].

今年以来，机器人赛道火极一时，蛇年春晚上，宇树科技旗下身穿花袄表演扭秧歌的人形机器 人成为 "显眼包"；4月1 9日，全球首个人形机器人半程马拉松在北京亦庄开赛，来自北京人形 机器人创新中心和优必选科技的"天工Ultr a "以2时4 0分4 2秒的成绩冲线，夺得全球首个人形机 器人半程马拉松赛事桂冠。 在此背景下，发达地区纷纷设立相关产业基金，抢抓相关机遇，我们统计具有代表性的事件如 下： 2 0 2 5中国（合肥）智能机器人产业发展大会日前在安徽省合肥市高新区举行。会上，合肥市副 市长王海霞发布了合肥市支持智能机器人产业发展重大政策举措——" 6 1 2 8 "工程。 " 6 1 2 8 "工程计划在1年内开放6 0家整车配套企业供应链目录，为1 0 0家企业提供公共服务与技 术攻关支持，打通华为、讯飞两大多模态"智慧大脑"，并加速落地八大应用场景。此外， 合肥 计划设立 1 0 0亿元未来产业基金，3年内投入2 0亿元建设公共服务平台，并提供每年1亿元专项 补贴，全方位保障智能机器人产业发展 ，推动产业向高端化、智能化、国际化迈进。 大会还发起成立智能机器人产业生态联盟，全力打造具有全球竞争力的产业集群 ...

对接需求请扫码 每日｜荐读 活动： 「2025中国产业资本峰会」圆满落幕，CVC成为投资行业枢纽！ 榜单： 「2025产业投资100强」正式发布 报告： 独角兽的"新双轮驱动"：《2025中国CVC影响力报告》发布 报告： 哪些LP在活跃出资？——《LP全景报告2024》发布 4月21日，合肥市副市长王海霞在安徽省合肥市高新区举办的2025中国智能机器人产业发展大会上 宣布，合肥市将设立100亿元基金以支持智能机器人产业的发展，并推出"6128"工程。 该工程计划在一年内开放60家整车配套企业供应链目录，为100家企业提供公共服务与技术攻关支 持，打通华为、讯飞两大多模态"智慧大脑"，并加速落地八大应用场景。 来源：合肥市投资基金协会 ...

专题：第十四届中国白酒T9峰会 贵州茅台 中国白酒T9峰会是中国白酒行业规格最高的年度会议之一，由中国酒业协会主办，自2012年首次举办以来，至今已成功举办13届。该峰会汇聚了包括茅台、五粮液、洋河、汾酒、泸州老窖、古 来源：茅台融媒体中心 4月10日，由中国酒业协会主办，江苏洋河酒厂股份有限公司承办的"第十四届中国白酒T9峰会"在南京召开，头部白酒企业齐聚，围绕"强基·重构·立新"主题分享交流，共同致力于推动行业共 茅台集团党委书记、董事长张德芹出席峰会，并从"明理厚德，与时俱进，努力做优秀文化的践行者、弘扬者"的角度，分享了关于"强基·重构·立新"的茅台思考。 张德芹作分享 张德芹表示，中国白酒进入新一轮调整以来，面对消费需求变革、新旧动能转换等形势变化，我们同舟共济，我们共迎挑战，形成了"强基、重构、立新"的产业共识。 ——强基：要铸牢立身之本，实现从"品质认同"到"价值认同"。"质量"和"文化"始终是白酒行业应对一切"变化"的"不变"基石，在物质和精神层面，共同构成中国白酒"赢得消费者认同"的立身 一是以质量卓越实现"品质认同"。在行业"存量竞争"的环境下，要统筹好"质量"和"体量"的关系，始终永葆对 ...

Core Viewpoint - Sichuan Zhilian Xinyun Robot Technology Co., Ltd. has been established with a registered capital of 2 million RMB, focusing on technology services and various retail sectors [1] Company Summary - The legal representative of Sichuan Zhilian Xinyun Robot Technology Co., Ltd. is Tang Quanquan [1] - The company is jointly owned by three shareholders: Sichuan Yunjian Smart Business Service Co., Ltd. (40%), Sichuan Bantang Technology Co., Ltd. (40%), and Sichuan Huanyu Jiapin Trading Co., Ltd. (20%) [1] - The company operates in the software and information technology services industry, specifically in software development [1] Business Scope - The business scope includes technology services, development, consulting, and transfer, as well as marketing planning, domestic trade agency, delivery services, and various retail activities [1] - Retail activities cover a wide range of products, including household appliances, cosmetics, clothing, and food, among others [1] - The company also engages in services such as property management, cleaning, and elderly care, along with the sale of intelligent and industrial robots [1]

Core Insights - Guangdong Province is prioritizing the innovation and development of artificial intelligence (AI) and robotics, with significant financial investments and collaborative efforts since 2018 [1][2][3] Investment and Funding - Since 2018, Guangdong has invested nearly 1.4 billion yuan in AI and robotics, attracting an additional 3 billion yuan in social funding [1] - The province's funding strategy includes major special projects in "new generation artificial intelligence" and "intelligent robotics and equipment manufacturing" [1] Achievements in AI - Key breakthroughs in AI include advancements in high-performance computing chips, foundational architecture, model algorithms, and innovative applications [2] - The Ascend 910B chip has become a mainstream product in China, and the Atlas 900 computing cluster has shown exceptional performance [2] - Notable AI models such as "Pengcheng Brain" and "Hunyuan" have emerged, with "WPS AI" being the first generative AI application in collaborative office scenarios [2] Robotics Development - In the robotics sector, Guangdong has achieved significant milestones in areas such as large models, chips, motion control, and high-end machinery [3] - The first humanoid robot equipped with the HarmonyOS has been developed, along with various intelligent robot products like multi-modal quadrupedal robots [3] - Core components such as harmonic reducers and six-dimensional force sensors have been independently developed, reducing costs by over 50% [3] Innovation Platforms - Guangdong has established a multi-tiered innovation platform system, including 13 national-level platforms and 137 provincial-level platforms [4] - The "Pengcheng Cloud Brain III" is set to provide over 16 exaflops of domestically controlled intelligent computing power [4] - Major laboratories and research institutes are being leveraged to enhance the core competitiveness of the robotics sector [3][4] Future Plans - The province aims to continue building high-level innovation platforms, focusing on major technological breakthroughs and industry incubation [5] - There is a strategic emphasis on integrating resources from the Guangdong-Hong Kong-Macao Greater Bay Area to enhance the industrial robot sector [5]

Core Viewpoint - Company achieved record-breaking revenue and profit in 2024, with revenue increasing over threefold year-on-year and net profit turning from loss to profit [1][3][5]. Financial Performance - In 2024, the company reported total revenue of 145.18 billion yuan, a year-on-year increase of 305.04% [3][4]. - The net profit attributable to shareholders reached 5.95 billion yuan, marking a significant turnaround from a loss of 3.83 billion yuan in the previous year [4][5]. - The company’s cash flow from operating activities improved significantly, totaling 22.52 billion yuan, up 251.93% year-on-year [5][6]. - The asset-liability ratio stood at 87.38%, which is relatively high compared to peers like BYD at 74.64% and Li Auto at 56.07% [5][6]. Sales and Market Position - The company sold 426,900 new energy vehicles in 2024, representing a year-on-year growth of 182.84% [3][4]. - The new energy vehicle segment accounted for over 93% of total revenue, with a gross margin of 26.21%, significantly higher than traditional fuel vehicles [4][5]. Research and Development - The company increased its R&D personnel to 6,201, a year-on-year growth of 25.15%, and R&D investment reached 7.05 billion yuan, up 58.9% [7][8]. - The company is focusing on technological innovation in smart extended-range electric vehicles, smart assisted driving, and green manufacturing [8]. Strategic Partnerships - The company completed the transfer of shares to Huawei, enhancing collaboration in smart cockpit, smart driving, and smart vehicle control [9].