数智化

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数智化赋能福建山区小城 百亿笋竹产业转型升级
Zhong Guo Xin Wen Wang· 2025-05-16 14:37
邹华端表示,竹条选色机能自动检测识别霉斑、黑节、内碳、缺边等十几种缺陷,准确率高达98%以 上,每分钟可精准筛选出25根至50根竹条。"现今,每条生产线每年可节省人力成本10万元以上。" 永安市,是位于三明的一座山区小城,素有"中国竹笋之乡"的美誉,辖区竹林面积达102万亩。据相关 部门透露,2024年,永安竹笋产业年产值约为107亿元,竹木产业链年产值约240亿元。 近年来,永安市以数智化为驱动,加快百亿笋竹产业朝着规模化、机械化、智能化、产业化方向转型升 级。在笋竹种植环节,通过智能传感器等设备,实时监测竹林土壤温湿度等环境参数,实现智能化供 水;借助运输轨道、竹梢粉碎等数控设备,实现传输、分拣智能化,种植能效显著提升。 中新网三明5月16日电 (陈文鑫 詹雪慧)当前正值笋竹加工的旺季,在福建省三明永安的一家生产车间 里,一排排竹条选色机宛如"智能机器人",正利用AI视觉等智能技术扫描精刨竹条。 图为永安 市笋竹企业利用数控技术提高产能与品质。黄淇舟 摄 据永安市华昌竹业有限公司负责人邹华端介绍,公司采用竹条选色机替代人工操作,原本需要4名工人 完成的选色工序,一台选色机就能轻松完成。 福建省永安姑娘农业 ...
牧原股份业绩大增,分红超75亿,拟港交所上市,国际化战略加速!
Sou Hu Cai Jing· 2025-05-16 14:27
Core Insights - The company has achieved significant growth in 2024, with total revenue reaching 137.947 billion yuan, a 24.43% increase year-on-year, and a net profit of 17.881 billion yuan, representing a remarkable 519.42% growth [1][3] - The company plans to distribute a total cash dividend of 7.588 billion yuan for the year, and has approved a proposal to issue H-shares for listing on the Hong Kong Stock Exchange, marking a key step in its internationalization strategy [1][4] Financial Performance - In 2024, the company reported a total revenue of 137.947 billion yuan, up 24.43% from the previous year, and a net profit of 17.881 billion yuan, which is a 519.42% increase [1][3] - For the first quarter of 2025, the company achieved total revenue of 36.061 billion yuan, a 37.26% year-on-year increase, and a net profit of 4.491 billion yuan, up 288.79% [5] Business Strategy - The company has established a complete pork industry chain, including feed processing, breeding, and slaughtering, and has increased its annual pig output from less than 2 million heads to over 70 million heads in 2024 [3] - The company is focusing on enhancing its production capacity, service capabilities, and overall industry chain integration, while also advancing its digital capabilities through the use of technology [3][5] International Expansion - The company is pursuing internationalization by exploring overseas markets and has formed a partnership with a local breeding company in Vietnam to provide pig farming technology services [4][5] - The establishment of a wholly-owned subsidiary in Vietnam aims to offer technical services and smart farming equipment [4] Research and Development - In 2024, the company invested 1.747 billion yuan in research and development, employing a dedicated R&D team of 6,486 people and holding a total of 2,276 national patents [6]
城发环境举办2024年度暨2025年一季度业绩说明会
Zhong Zheng Wang· 2025-05-16 12:49
Group 1 - The company achieved a revenue of 6.611 billion yuan in 2024, representing a year-on-year growth of 1.36%, and a net profit attributable to shareholders of 1.141 billion yuan, up 6.18% year-on-year [1] - In the first quarter of 2025, the company reported a revenue of 1.536 billion yuan, which is a 13.19% increase year-on-year, and a net profit of 273 million yuan, reflecting a year-on-year growth of 22.42% [1] - The management actively addressed investor concerns regarding asset management, accounts receivable, market capitalization management, integrated water supply and drainage strategy, development of renewable resources, technological innovation, and digital intelligence construction during the investor communication session [1] Group 2 - In 2025, the company aims to become an internationally renowned environmental technology group, focusing on optimizing the environmental industry layout and enhancing the operational efficiency of existing assets [2] - The company will implement a strategy centered on "three basics, one stability, and one breakthrough," emphasizing foundational work, grassroots efforts, and skill development to promote stable development and innovative breakthroughs [2] - The company plans to strengthen core capabilities in technological innovation, digital intelligence, and capital operations, while promoting asset-light transformation and optimizing business structure [2]
侨银股份(002973) - 2025年5月16日投资者关系活动记录表
2025-05-16 11:46
2、请介绍一下侨银2024年经营情况? 证券代码:002973 证券简称:侨银股份 债券代码:128138 债券简称:侨银转债 侨银城市管理股份有限公司 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 媒体采访 新闻发布会 现场参观 分析师会议 业绩说明会 路演活动 其他 参与单位名称 参与公司2024年度网上业绩说明会的投资者 时间 2025年5月16日 地点 "全景路演"网站(https://rs.p5w.net) 上市公司 接待人员姓名 董事长:郭倍华 独立董事:刘国常 总经理:夏冠明 财务总监:刘美辉 董事会秘书:李睿希 公司于2024年5月16日(星期五)15:00—17:00采用网络远程方式在全景网"全景路 演"(http://rs.p5w.net)举行了公司2024年度网上业绩说明会,问答环节主要内容如 下: 1、请介绍一下侨银未来的战略布局是怎么样的? 答:尊敬的投资者,您好,感谢您对公司的关注!2025年是侨银上市后第二个五年 计划的开局之年,公司重塑发展战略,深化企业变革力度,全面形成"二纵三横"发展 战略。在纵向方面,公司将深化主营业务与科技属性融合,实现 ...
星辉环材(300834) - 2025年5月16日投资者关系活动记录表
2025-05-16 10:04
星辉环保材料股份有限公司 证券代码:300834 证券简称:星辉环材 星辉环保材料股份有限公司 2025 年 5 月 16 日投资者关系活动记录表 编号:20250516 | | □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( ) | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 5 月 16 日(周五) 下午 15:00~16:30 | | 公 | 司 通 过 全 景 网 " 投 资 者 关 系 互 动 平 台 " | | 地点 | (https://ir.p5w.net)采用网络远程的方式召开业绩说明 | | 会 | | | 上市公司接待人 | 董事长:陈粤平先生 董事、总经理:王伯廷先生 | | | 独立董事:纪传盛先生 | | 员姓名 | 保荐代表人:潘杨阳先生 | | | 副总经理、董事会秘书:黄文胜先生 | | | 财务总监:王丽容女士 | | | 一、活动具体内容 公司于 2025 年 5 月 1 ...
港华数智化建设及TMS升迁项目签约仪式暨启动会成功举行
Ge Long Hui· 2025-05-16 09:29
5月15日,港华与用友网络科技股份有限公司(简称"用友")在深圳举行集团数智化建设及TMS升迁项目签约仪式暨启动会。香港中华煤气执行董事暨首 席财务总裁杨磊明,香港中华煤气内地公用业务营运总裁纪伟毅,香港中华煤气人力资源总裁林铭荣,港华执行副总裁黄坚,港华高级副总裁黄洁;用友 董事长兼CEO王文京、高级副总裁何强、副总裁刘剑锋、助理总裁兼深圳用友总经理袁毅刚等领导,以及项目相关成员出席会议。 何强表示,用友与港华在过往的良好合作中已积累了丰富的合作经验,希望双方继续发挥互补优势,用友将在此次项目推进中密切把握关键节点,保障项 目按时达成目标,同时积极与港华进行联合创新,为港华长远发展夯实数智化基础。 黄洁在总结时回顾了双方合作历程并对此表示感谢。她以"抚今追昔,开创未来"强调此次项目团队要把BIP建设目标(简单化、标准化、流程化、AI化) 充分融入工作中,以"尚有余生,何需来生"鼓励项目成员珍惜这次磨砺与成长的机会,并以"不负光阴,不负卿"期望合作双方共创、共建、共赢,携手并 进、彼此成就。 仪式上,在与会人员的共同见证下,杨磊明与袁毅刚代表双方签署了合作协议。双方就集团数智化建设及TMS升迁项目的合作目标、 ...
神思电子(300479) - 300479神思电子投资者关系管理信息20250516
2025-05-16 09:26
| 投资者关系活动 | 分析师会议 □特定对象调研 □ | | --- | --- | | 类别 | □ 媒体采访 □ 业绩说明会 | | | □ 新闻发布会 □ 路演活动 | | | □ 现场参观 | | | ☑ 其他 (2025 年山东辖区上市公司投资者网上集体接待日活 | | | 动) | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 5 月 15 日 (周四) 下午 15:00~16:30 | | 地点 | 公司通过全景网"投资者关系互动平台"(https://ir.p5w.net) | | 上市公司接待人 | 1.董事、财务总监臧雪丽 | | 员姓名 | 2.副总经理、董事会秘书李宏宇 | | | 公司就投资者在本次说明会中提出的问题进行了回复: | | | 1.去年,公司业务大单几乎全是控股股东的项目,对外却很 | | | 少有大单业务,今年把这些业务合同完成后,后面将如何拓展? | | | 答:尊敬的投资者您好!公司围绕"一体两翼"战略布局, | | | 以数智化创新为核心驱动力,重点推进以下业务发展:在智慧城 | | 投资者关系活动 | 市领域, ...
238名行业专家贡献智慧,提速石油石化数智化转型
Bei Jing Ri Bao Ke Hu Duan· 2025-05-16 09:22
转自:北京日报客户端 多家能源央企在数字化转型中,已取得实质性进展。郭雷、陈掌星、邬江兴、李宁等多位院士、专家带 来20场精彩报告,介绍仿生智能、大模型、工业软件研发以及AI安全等领域最新理论研究与应用成 果,展示运用数智技术培育和发展油气产业新质生产力的广阔前景。 专家认为,目前油气领域垂直模型主要在地震数据、测井曲线、重构补全、预测分析方面做一些工作, 未来将在仿真、开发、管道以及数字煤矿、新能源、制氢、大规模氢储存等得以应用。从地下做到地 上,这将是未来的发展方向。 中国石油石化企业信息技术交流大会是我国石油石化信息技术领域高层次、高水平的科技盛会,已举办 十余届,被中国科协遴选为"重要学术会议"。本届大会设置能源企业CIO论坛、工业互联网论坛、大数 据论坛、人工智能大模型论坛、网络安全论坛、智能油气田论坛等10个专题论坛,4个技术与成果分享 会,并设优秀论文与数智成果展示区。 来源:北京日报客户端 论坛开幕 近年来,在全球范围内以人工智能、大模型为代表的新一代数智技术迅猛发展,正为石油石化等传统行 业转型升级,培育新质生产力提供了难得的机遇。中国石油学会理事长焦方正表示,要以应用场景为牵 引,加快落地 ...
福建永安:数智化加快百亿笋竹产业转型升级
Zhong Guo Jin Rong Xin Xi Wang· 2025-05-16 09:18
Core Insights - The bamboo shoot industry in Yong'an City, Fujian Province, has an annual output value of approximately 10.7 billion yuan, while the bamboo and wood industry chain has an annual output value of about 24 billion yuan [1][6] - Yong'an City is leveraging digital technology to accelerate the transformation and upgrading of its bamboo shoot industry towards scale, mechanization, intelligence, and industrialization [1] Group 1: Industry Development - The bamboo forest area in Yong'an City covers 1.02 million acres, contributing to its reputation as the "Hometown of Bamboo Shoots" [1] - The city has 169 bamboo shoot processing enterprises, successfully creating 20 series of over 2,000 varieties of bamboo shoot products [6] Group 2: Technological Advancements - In the planting phase, smart sensors are used to monitor soil temperature and humidity in real-time, enabling intelligent irrigation [1] - The use of CNC equipment for transportation and sorting has significantly improved planting efficiency [1][3] Group 3: Processing Innovations - The introduction of 1,114 smart electric drying rooms has replaced traditional coal and wood fuel methods, reducing costs and pollution while improving product quality [5] - The transition from manual to automated processes has diversified product types and enhanced precision and quality, achieving full utilization of bamboo [3][5] Group 4: Market Expansion - The industry is expanding its market reach through e-commerce platforms, enhancing brand recognition and reputation, with products exported to countries such as South Korea, Japan, and Europe and America [6] - The average annual output value per acre exceeds 2,000 yuan, indicating strong economic performance in the bamboo shoot sector [6]
朗新集团(300682)2024年报及2025年一季报点评:能源互联网业务快速发展 AI驱动发展提速
Xin Lang Cai Jing· 2025-05-16 08:41
Core Viewpoint - The company reported a decline in revenue and net profit for 2024, but showed signs of recovery in Q1 2025, with a focus on energy digitalization and AI integration as part of its strategic transformation [1][2][3]. Financial Performance - In 2024, the company achieved revenue of 4.48 billion yuan, a year-on-year decrease of 5.2% [1] - The net profit attributable to shareholders was -250 million yuan, a year-on-year decline of 141.4% [1] - The non-recurring net profit was -280 million yuan, a year-on-year decline of 152.1% [1] - For Q1 2025, the company reported revenue of 670 million yuan, a slight year-on-year decrease of 0.1% [1] - The net profit attributable to shareholders was 3.37 million yuan, indicating a turnaround from losses [1] - The non-recurring net profit was -4.28 million yuan, with losses narrowing by 90.7% [1] Business Strategy and Developments - The company is committed to energy digitalization and energy internet as dual driving forces, accelerating its AI initiatives [2] - In 2024, the company completed the restructuring of non-core businesses, resulting in a one-time financial impact of approximately 490 million yuan due to goodwill impairment and cost capitalization [2] - The company acquired a 10% minority stake in Bangdao Technology, making it a wholly-owned subsidiary, and increased market efforts in the new electric path business, with a sales expense ratio of 18.1%, up 5.6 percentage points year-on-year [2] - The energy digitalization business generated revenue of 2.15 billion yuan in 2024, down 7.5% year-on-year, primarily due to the restructuring of non-core businesses [2] Growth in Energy Internet and AI Applications - The energy internet business grew rapidly, achieving revenue of 1.8 billion yuan in 2024, a year-on-year increase of 17.6%, and continued to grow in Q1 2025 [3] - The company’s life payment platform for utilities surpassed 500 million users, with daily active users nearing 20 million [3] - The new electric path charging business recorded an annual charging volume of 5.2 billion kWh, and the distributed photovoltaic cloud platform connected 25 GW [3] - The company enhanced its competitive advantage in electricity market trading, with annual trading volume exceeding 1.9 billion kWh, a year-on-year increase of over five times [3] - In Q1 2025, the new electric path platform's operating losses significantly decreased, and the photovoltaic cloud platform added over 10 GW of distributed photovoltaic connections [3] Investment Outlook - The company aims to become a leading AI-driven technology energy enterprise, benefiting from the trends of electricity marketization, digitalization, and scenario-based electricity usage [4] - Following the restructuring of non-core businesses, the company is expected to improve its profitability, with projected net profits of 490 million yuan, 600 million yuan, and 740 million yuan for 2025-2027, representing year-on-year growth of 294.1%, 23.8%, and 22.3% respectively [4] - The company is assigned a target price of 15.74 yuan based on a 35x PE ratio for 2025, with a "recommended" rating [4]