证券代码：301041证券简称：金百泽 深圳市金百泽电子科技股份有限公司 净利润方面同比有略微地下滑1.45%，主要系：（1） 公司报告期内加大了在科创服务及数字化的投入。在科创 服务及数字化需求方面，数字化转型和国家科创战略下， 电子产品研发与硬件创新蓬勃发展，中小企业对电子电路 设计和研发制造的一站式创新、数字化建设服务的需求日 益增长；企业也在争夺科技领域的领先地位，这导致对科 创服务的需求增加，特别是一站式的技术支持、中试支持、 生产支持和人才支持，以促进新技术的研发、加速产品上 市、提升创新能力。（2）报告期内行业竞争形势的影响， PCB印制电路板业务销售毛利有略微下降，同时受原材料 成本上升等原因导致营业毛利率有所下降。供应方面，中 国PCB供应链自主性较强；PCB市场大宗原料如贵金属金、 铜价格高位运行并呈上涨趋势，对PCB原材料如覆铜板、 半固化片、铜箔供应价格形成低位反弹支撑，总体生产物 料成本略有上升；电子元器件除AI相关的芯片与存储芯片 价格上涨外，其它应用领域供应平稳。感谢您对公司的关 注! 2.请问董事长，公司造物数科如何助力产业数字化 转型和高质量发展？ 答:尊敬的投资者，您好！公 ...

记者从工业和信息化部了解到，一季度，我国数字产业实现良好开局，主要指标增速加快。一季度，数 字产业实现业务收入8.5万亿元，同比增长9.4%，增速较上年同期提升4.4个百分点。其中，制造业和服 务业部分分别增长10.4%和8.2%。数字基础设施持续优化升级。截至3月底，已建成5G基站439.5万个， 通信网络加快向5G-A演进升级，全国86个城市启动万兆光网试点部署。全国在用算力中心标准机架数 超过900万。在人工智能、云平台等新兴业务拉动下，软件业完成业务收入3.1万亿元，同比增长 10.6%。重点领域制造企业纷纷接入大模型，推动生产制造、产品体验、售后服务等关键环节效能提 升，产业数字化转型持续纵深推进。(央视新闻) ...

人力资源服务机构是连接求职者与用人单位的"红娘"。为培育壮大人力资源服务企业，南京通过举办产 教融合活动等为人力资源服务机构搭建对接平台、拓展市场渠道；支持人力资源服务"出海"，拓展国际 人力资源服务网络；构建人力资源服务企业"小升规""规入统"成长链条。 4月16日，由南京市人社局、金陵科技学院和江苏领航人才集团共建的人才驿站挂牌，这是领航人才集 团和南京人社部门合作共建的第四个校园实体站点。依托该驿站，人社部门定期为在校生介绍南京重点 产业现状，提供用人单位岗位需求，宣传就业创业政策，同时按照学生专业特点定制招聘会、职业辅 导。 南京是高校聚集地，高校毕业生是人力资源机构服务的重点对象，很多人力资源公司与高校建立深度合 作，如苏鹰集团与江苏海事职业技术学院、南京交通职业技术学院、江苏经贸职业技术学院等进行校企 课程共建，面向低年级学生实施"未来人才计划"，为其提供实习、培训机会；依托自主研发的数字化招 聘系统，对高年级学生进行动态人才库预匹配，破解毕业季求职的"拥堵困局"，实现毕业生求职与企业 招聘"错峰共振"。 为促进更多高校毕业生就业，今年3月南京市人社局与人力资源机构合作推出"人社服务高校专员"工作 ...

宇翔实业相关负责人表示:"供电公司的贴心服务,为我们智能化生产提供了坚实保障。有了稳定的电力供 应,我们可以放心地推进生产,不断提升产能和产品质量,为推动传统产业数字化转型贡献更多力量。" 5月2日,国网荣成市供电公司彩虹共产党员服务队早早来到宇翔实业公司,开始一天的保电特巡工作。在 企业的配电室内,队员们正用红外测温仪检测开关柜运行状态。"电压稳定在380V±2%,完全符合精密制 造要求。"王师傅仔细记录着数据。 在供电保障下的宇翔燃气计量仪表数字化车间,8条全自动生产线正全速运转。机械臂精准地完成着每一 个装配动作,而这些智能化设备对电能质量有着严苛要求。"我们特别感谢供电公司为我们量身定制的双 回路供电方案。"宇翔实业生产负责人表示。 据悉,宇翔实业近年来致力于推动燃气表生产从自动化向数字化、智能化转型,积极推进传统产业改造升 级,在技术创新的道路上不断迈进。目前,该企业产品95%的零部件已实现自主研发制造,掌握核心技术优 势。为支持企业转型,供电公司专门成立了"智能制造保电专班",部署智能监测终端,实现用电数据分钟级 采集和异常预警,同时为企业量身定制"一企一策"绿色用能服务,帮助企业合理用电、降本增 ...

智能终端、智能充电等数字经济业务板块联动发展。2、加强新 兴业务培育，通过关键技术攻关、应用场景拓展，加速新兴业务 孵化落地。3、进一步完善公司治理结构，优化业务管理体系。 4、坚持人才强企策略，引进具有专业知识技能、市场意识、精 通管理的复合型人才，完善人才招聘、培训、薪酬体系。 4、最近政策变化挺多的，公司有啥应对措施吗？ 公司主营业务涉及电子信息产品、科技产业园区及商贸等多 个领域，各领域政策的变化都可能对公司业务发展产生影响。公 司将密切关注国家宏观政策动态，及时捕捉政策变化信息，并据 此灵活调整公司的经营决策，确保公司运营的稳定性。 证券代码： 000909 证券简称：ST 数源 数源科技股份有限公司投资者关系活动记录表 编号：202501 | | □ 特定对象调研 □ 分析师会议 | | | --- | --- | --- | | 投资者关系活动 | □ 媒体采访 □ 业绩说明会 | | | 类别 | □ 新闻发布会 □ 路演活动 | | | | □ 现场参观 | | | | √ 其他 （投资者网上接待活动暨网上业绩说明会） | | | 参与单位名称及 | 投资者网上提问 | | | 人员姓名 | ...

Group 1 - The core viewpoint of the articles highlights the collaboration between Shandong Mobile Weihai Branch and Tianli Power Technology Co., Ltd. to implement AI large model technology for optimizing production scheduling and digital supply chain management, achieving over 80% accuracy in production scheduling and a 12-fold increase in efficiency [1][5][7] Group 2 - Tianli Power Technology Co., Ltd. faces management challenges due to a discrete production model, processing an average of 5,000 orders monthly and managing over 10,000 types of materials. The company has identified three major pain points: delayed order responses, passive equipment maintenance, and difficulties in quality traceability [3][5] - The project team has developed an "AI + APS + SCM" intelligent management system that integrates supply chain and production scheduling, reducing manual scheduling time from 6 hours to 30 minutes and decreasing defect rates by 20% [5][7] Group 3 - The introduction of a predictive maintenance mechanism enhances the robustness of production lines, allowing for proactive intervention before equipment failures occur, resulting in a 17% increase in equipment utilization and a 10% reduction in energy consumption per unit of output [7] - The Shandong Mobile Weihai Branch aims to continue enhancing digital transformation capabilities across various industries, contributing to the digitalization of the Weihai region and fostering high-quality development [7]

Core Insights - The marine economy in China showed a positive trend in Q1 2025, with a total marine GDP of 2.5 trillion yuan, reflecting a year-on-year growth of 5.7%, surpassing the national GDP growth rate by 0.3 percentage points [1] Marine Tourism - The marine tourism sector achieved a value-added output of 384.2 billion yuan in Q1, marking a year-on-year increase of 7.5% [2] Shipbuilding Industry - Key shipbuilding indicators such as new ship orders, completed ships, and hand-held orders remained stable, with a significant year-on-year growth in hand-held orders [2] - Major shipbuilding companies maintained strong production levels, indicating a stable development trend in the marine shipbuilding industry [2] Marine Oil and Gas Exploration - Significant breakthroughs were made in marine oil and gas exploration, including the discovery of a billion-ton oil field in the South China Sea and high-yield oil and gas flows in the Beibu Gulf [3] - Marine crude oil and natural gas production increased by 1.7% and 13.8% year-on-year, respectively [3] Marine Clean Energy - The offshore wind power sector saw a 1.4% increase in power generation and a 41.6% rise in newly connected capacity year-on-year [3] - The construction of the "blue granary" continued, with marine aquaculture production increasing by 4.5% year-on-year [3] Carbon Capture Technology - Progress was made in carbon capture technology, with the first offshore floating production storage vessel equipped with carbon capture and storage facilities completed [4] Marine Trade - The total import and export volume of marine trade increased by 0.1% year-on-year, demonstrating resilience amid global economic challenges [5] - The export of high-end, intelligent, and green marine products grew by 10.8%, with wind turbine exports rising by 43.2% [5] Port Development - Over 50 automated terminals have been established, maintaining a global lead in port automation [5] - Smart and green port initiatives are advancing, with successful local deployments of advanced systems in major ports like Ningbo Zhoushan and Tianjin [5] Expansion of Shipping Routes - New international shipping routes have been established, enhancing the connectivity of Chinese ports with global markets [6]

南都记者从东莞市寮步镇方面获悉，今年一季度，该镇经济运行交出亮眼"成绩单"：GDP同比增长 7.6%；规上工业增加值增长18.3%，增速在全市排名跃居第3；规下工业增长7.2%，位列全市第7；社会 消费品零售总额增长9.6%，居全市第4。 这一系列数据彰显了寮步经济发展的强劲韧性与活力。在良好开局基础上，寮步积极部署系列工作措 施，全方位、多层次推动经济持续向好，为全年高质量发展筑牢根基。 精准施策，优化经济运行监测服务 工业作为经济发展的 "压舱石"，寮步锚定 "提质增量" 双目标，打出 "抓大育小" 组合拳。 寮步聚焦重点企业服务保障，依托"四上"服务专员与驻村团队走访机制，为"1家百亿元+43家三亿元 +162家亿元"重点企业提供定制化服务与实时数据监测，确保企业诉求"直达快办"、高效落实。同时， 主动靠前服务规下样本企业，以政策引导、资源对接等方式助力"小升规"企业成长，激发市场主体活 力。 在产业园区发展方面，寮步加大松湖智谷、万荣工业区等园区招商引资力度，通过优化园区配套、完善 产业生态，吸引优质企业入驻升规，推动产业集聚发展。此外，加速推进安达智能、维斗、全乐医疗等 增资扩产项目达产，力促电联技 ...

根据新公布的陕西经济"首季报"—— 今年一季度，全省规上工业增加值增速达9.9%，高于GDP增速4.3个百分点，增速创2021年8月以来 新高，居全国第四位。 工业良好开局，为陕西经济实现"开门红"奠定了坚实基础，充分彰显"稳中有进"的发展态势。 能源工业稳住了大盘。坚持稳煤、扩油、增气，陕西做好能源南下、东进，当好"动力源"。一季 度，能源工业增加值同比增长8.8%，较上年全年加快0.8个百分点。 非能工业表现抢眼，实现2022年以来同期最高增速，达11.8%，拉动规上工业增加值增长超4.2个百 分点。36个非能工业中，有30个实现增长，增长面达83.3%。 数据记录着工业勇挑大梁的生动实践，见证了新质生产力的蓬勃发展—— 今年伊始，陕西工业领域各重点行业企业铆足干劲，忙生产、赶订单、抢市场，掀起新一轮生产热 潮。 行业"领头羊"——陕西法士特汽车传动集团有限责任公司集中优势资源，成立团队做好专项保供工 作，持续向高端市场拓展，推出多款电动化、智能化产品，一季度订单量持续攀升。 数字化生产线、数字化车间、智能工厂加快建设，以陕汽、法士特、中国西电等为代表的企业产业 数字化转型初显成效，带动陕西智能制造"多点 ...

Investment Rating - The industry investment rating is Neutral [4][17]. Core Insights - The report emphasizes that innovation and industrial upgrades are driving high-quality development in the non-ferrous metals industry, with emerging demands from sectors like commercial aerospace, Beidou applications, and new energy storage significantly increasing the demand for high-performance non-ferrous metals [5][7]. - The rapid growth of industries such as new energy vehicles, photovoltaics, and wind power is expected to amplify the demand for metals like copper, aluminum, lithium, and cobalt [5][7]. - The government's focus on expanding domestic demand and promoting green low-carbon development presents new opportunities for the industry, particularly for basic metals like copper and aluminum [8][9]. - The report highlights the importance of the "Belt and Road" initiative in enhancing international cooperation and optimizing the supply chain for non-ferrous metal enterprises [9]. - The digital transformation of the industry, aided by AI and other technologies, is expected to improve efficiency and reduce costs across various stages from mineral exploration to market monitoring [9]. Summary by Sections Government Work Report Overview - The government work report outlines the overall requirements and policy directions for economic and social development in 2025, emphasizing the need for high-quality development in the non-ferrous metals sector [6]. Emerging Industry Trends - The report identifies that new industries are emerging, which will drive the demand for high-performance non-ferrous metals, with significant growth expected in the use of copper and aluminum in new energy sectors [7][8]. Domestic Demand and Green Development - The government's strategy to expand domestic demand is expected to boost the demand for non-ferrous metals, particularly in infrastructure, real estate, and automotive sectors [8][9]. International Cooperation and Market Expansion - The "Belt and Road" initiative is seen as a key factor in enabling non-ferrous metal companies to expand internationally and secure more resources [9]. Digital Transformation - The report discusses the potential of AI and digital technologies to enhance the quality and efficiency of the non-ferrous metals industry [9].