康平科技（300907）(300907.SZ)公告，公司董事会同意公司以自有及自筹资金2.64亿元购买朱建冬、费 金鸣、戴建国、陆宏毅、梯欧开科技所持有的凌臣采集51.00%股权。公告称，公司拟通过本次收购实 现在智能制造领域的拓展，通过纳入具备智能控制技术能力的优质资产，形成新的利润增长点。 ...

智通财经APP讯，康平科技(300907.SZ)公告，公司董事会同意公司以自有及自筹资金2.64亿元购买朱建 冬、费金鸣、戴建国、陆宏毅、梯欧开科技所持有的凌臣采集51.00%股权。公告称，公司拟通过本次 收购实现在智能制造领域的拓展，通过纳入具备智能控制技术能力的优质资产，形成新的利润增长点。 ...

Core Viewpoint - The company has agreed to acquire a 51% stake in Lingchen Collection for 26.418 million yuan, aiming to enhance its capabilities in the smart manufacturing sector and improve profitability through strategic asset integration [1][2]. Group 1: Transaction Details - The acquisition involves purchasing shares from multiple stakeholders, including Zhu Jiandong, Fei Jinming, Dai Jianguo, Lu Hongyi, and Shanghai Tiaokai Technology Co., Ltd [1]. - The total market value of Lingchen Collection's 100% equity was assessed at 53 million yuan as of September 30, 2025, with the transaction price set based on this valuation [1]. Group 2: Strategic Rationale - The acquisition is part of the company's orderly layout around its core motor business, aiming to expand into the smart manufacturing field by integrating high-quality assets with intelligent control technology [2]. - A technology-sharing mechanism will be established post-investment to combine the strengths of both companies, enhancing product competitiveness and industry influence [2]. - The investment is expected to broaden the application of the company's motor products in the industrial robotics sector, leveraging synergies between existing product lines [2]. - The proximity of both companies in Suzhou facilitates efficient production and supply chain resource integration, optimizing manufacturing efficiency and procurement costs [2].

Core Viewpoint - The company has agreed to acquire a 51% stake in Lingchen Collection for 26.418 million yuan, aiming to enhance its capabilities in the smart manufacturing sector and create new profit growth points [1][2]. Group 1: Transaction Details - The acquisition involves purchasing shares from multiple stakeholders, including Zhu Jiandong, Fei Jinming, Dai Jianguo, Lu Hongyi, and Shanghai Tiaokai Technology Co., Ltd [1]. - The total market value of Lingchen Collection's 100% equity was assessed at 53 million yuan as of September 30, 2025, with the transaction price set based on this valuation [1]. Group 2: Strategic Rationale - The acquisition is part of the company's orderly layout around its motor business, aiming to expand into the smart manufacturing field by integrating high-quality assets with intelligent control technology [2]. - A technology-sharing mechanism will be established post-investment, combining the target company's motion control technology with the company's existing motor products to enhance product competitiveness and industry influence [2]. - The target company complements the company's customer base, potentially expanding the application of motor products in the industrial robotics sector, particularly through existing product lines like precision screws and linear motors [2]. - The investment will facilitate resource integration in production and supply chains, optimizing production layouts and enhancing manufacturing efficiency while reducing procurement costs [2].

Core Viewpoint - The company, Baoshuo Co., Ltd. (300441), is committed to high-end and intelligent manufacturing, focusing on the development and production of compressors, vacuum pumps, hydraulic pumps, and key components, aiming to strengthen its fluid machinery industry chain [1] Group 1 - The company will continue to invest in research and production of fluid equipment products and related components, primarily using its own funds for the construction of new production bases [1] - The new production bases are expected to significantly enhance the company's manufacturing capacity and product competitiveness, positively impacting its performance [1] - The strategic focus on core business areas is intended to facilitate better development for the company [1]

Core Insights - The first batch of 15 leading smart factories in China was unveiled at the World Intelligent Manufacturing Conference, marking a significant leap from digitalization and networking to intelligence in manufacturing [1][2] - These leading smart factories represent the highest level of the smart factory cultivation system and are distributed across key industries such as equipment manufacturing, raw materials, electronic information, and consumer goods [1] Industry Development - Since the launch of the smart factory cultivation initiative by six departments including the Ministry of Industry and Information Technology, over 7,000 advanced smart factories and more than 500 excellent smart factories have been established in China [1] - The newly established 15 leading smart factories are expected to lead a comprehensive transformation in innovation paradigms, production methods, and supply chain forms [1] Company Highlights - Notable achievements from the selected leading smart factories include: - XCMG improved global customization capabilities through AI-driven R&D and manufacturing, reducing order delivery cycles by 55% [2] - SAIC-GM-Wuling pioneered a new smart island manufacturing model, achieving a comprehensive equipment utilization rate of 98.8% [2] - Baosteel enhanced the efficiency of the entire process of silicon steel through AI-driven predictive manufacturing, resulting in a more than 50% reduction in finished product inventory [2] - Yangtze Optical Fibre constructed an integrated process system for rods and cables, shortening product development cycles from 12 months to 3 months [2] - The "Leading Action Plan" aims to deepen collaborative efforts and create world-class benchmark factories, contributing Chinese solutions and wisdom to global smart manufacturing development [2]

Core Points - The first batch of leading intelligent factories in China has been officially announced, marking a significant leap towards intelligent manufacturing [1] - A total of 15 leading intelligent factories have been recognized, covering key industries such as equipment manufacturing, raw materials, electronic information, and consumer goods [1] - The Ministry of Industry and Information Technology stated that these factories integrate new-generation information technology, advanced manufacturing technology, and lean management concepts, representing the highest standards of intelligent manufacturing in China [1] Group 1 - The list of intelligent factories includes notable companies such as China Petroleum & Chemical Corporation and CNOOC (China National Offshore Oil Corporation) [1] - The 2025 cultivation list for leading intelligent factories features projects from various companies, including Baoshan Iron & Steel Co., Ltd. and Shanghai Aerospace Equipment Manufacturing Co., Ltd. [2] - The projects focus on advanced manufacturing techniques, such as high-end green silicon steel production and agile delivery of mobile cranes [2] Group 2 - Recent data indicates that over 7,000 advanced intelligent factories have been established in China [3] - Upgrades to hundreds of intelligent factories have resulted in an average reduction of product development cycles by 29%, an increase in production efficiency by nearly 22%, and a decrease in carbon emissions by approximately 20% [3]

Core Insights - The World Intelligent Manufacturing Conference on November 27 saw 15 leading companies, including Zoomlion, jointly issue a navigation action plan to promote intelligent manufacturing [1] - The Ministry of Industry and Information Technology announced a list of 15 enterprises selected for the 2025 Pilot Intelligent Factory Project, representing the highest exploration level in intelligent manufacturing in China and globally [1] - Zoomlion's "Shared Manufacturing Intelligent Factory for Excavators" project was recognized as the only selected enterprise from Hunan Province, showcasing its leadership in the global equipment manufacturing sector [1] Company Highlights - Zoomlion's intelligent factory achieved three global firsts: full-process intelligent manufacturing of six core manufacturing links for excavators, efficient shared mixed-flow production of over 70 excavator models, and cross-product collaborative sharing among excavators, cranes, pump trucks, and aerial work vehicles [2] - The factory emphasizes "sharing" as its core feature, with over 80% application rate of artificial intelligence technologies, reducing the production cycle to just 6.5 days from raw material to finished product, and achieving a production rate of one excavator every six minutes [2] - The intelligent manufacturing solutions developed at this factory have established over 50 enterprise standards, contributed to six industry and national standards, and trained thousands of professionals in intelligent manufacturing [2] Industry Impact - The technology and solutions from Zoomlion's intelligent factory have been replicated and promoted across more than 20 of its global intelligent factories, driving collaborative innovation throughout the supply chain [2] - The intelligent manufacturing solutions have expanded beyond construction machinery to empower hundreds of enterprises in agriculture, emergency equipment, and energy equipment sectors, creating a comprehensive "shared manufacturing" ecosystem [2]

证券代码： 301311 证券简称：昆船智能 投资者关系活动 类别 ☑ 特定对象调研 □分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 ☑ 现场参观 □ 其他 （请文字说明其他活动内容） 参与单位名称及 人员姓名 广发证券：宋娟 熊耀宁 贺霜虹 栾华兵 王雪梅 张彦霞 个人投资者：刘泰辰 吴颖华 尹林华 王艳媛 潘光友 张礼文 王 祝繁 焦梓峰 李宗莲 李红梅 钱东宏 秦伟 赖霄阳 邹睿 胡志 勇 涂闻娟 方建坤 时间 2025 年 11 月 27 日 （周四） 下午 13:30~15:30 地点 公司会议室 上市公司接待人 员姓名 证券事务代表：唐英杰 董办专员：毕嘉钰 许悦 阮大洲 投资者关系活动 主要内容介绍 公司就投资者在本次说明会中提出的问题进行了回复： 1.请问公司的行业定位是什么？ 回复：尊敬的投资者，您好！作为较早进入智能物流、智能 制造成套装备领域的企业之一，公司历经二十余年专业技术积 累，可为客户提供全产业链一体化的整体解决方案。 公司的经营目标是聚焦智能物流、智能产线的一站式整体解 决方案，成为智能物流及智能制造领域集咨询规划、系统集成、 设备研发制造、运营服务于 ...

Core Points - The 2025 World Intelligent Manufacturing Conference commenced in Nanjing, where the first batch of leading intelligent factories in China was announced, including 15 enterprises across key industries such as equipment manufacturing, raw materials, electronic information, and consumer goods [1][2] - The selected enterprises launched the "Leading Action Plan" initiative, marking a significant step in the development of intelligent manufacturing in China [2] - The Ministry of Industry and Information Technology stated that the leading intelligent factories represent the highest standard of intelligent manufacturing in China, integrating new information technologies, advanced manufacturing technologies, and lean management concepts [5] Summary by Category Intelligent Factory Development - Since the launch of the intelligent factory cultivation initiative, over 7,000 advanced intelligent factories and more than 500 excellent intelligent factories have been established in China [2] - The leading intelligent factories are considered the "crown jewel" of the intelligent factory cultivation system, embodying the leading level of China's manufacturing intelligence [2][5] List of Selected Enterprises - The first batch of leading intelligent factories includes: 1. Baoshan Iron & Steel Co., Ltd. - High-end green silicon steel predictive manufacturing intelligent factory, Shanghai 2. Shanghai Aerospace Equipment Manufacturing Co., Ltd. - High-reliability large-scale aerospace product full-process chain intelligent factory, Shanghai 3. Xuzhou Heavy Machinery Co., Ltd. - Global customized agile delivery mobile crane intelligent factory, Jiangsu 4. Nanjing Steel Co., Ltd. - Deeply collaborative personalized customization intelligent factory for special copper, Jiangsu 5. Sinopec Ningbo Zhenhai Refining & Chemical Co., Ltd. - Self-executing green petrochemical intelligent factory based on global optimization, Zhejiang 6. Hikvision Digital Technology Co., Ltd. - Large-scale personalized customization of IoT perception products intelligent factory, Zhejiang 7. Weichai Power Co., Ltd. - High-end engine intelligent factory based on digital lean model, Shandong 8. Qingdao Haier Central Air Conditioning Co., Ltd. - Central air conditioning full-process customization service and intelligent integrated factory, Shandong 9. Yangtze Optical Fibre and Cable Joint Stock Limited Company - Integrated intelligent factory for extreme process of rod and cable industry chain, Hubei 10. BOE Technology Group Co., Ltd. - 10.5 generation LCD panel intelligent factory driven by extreme efficiency, Chongqing 11. Zoomlion Heavy Industry Science and Technology Co., Ltd. - Excavator sharing manufacturing intelligent factory, Hunan 12. Gree Electric Appliances, Inc. - Full value chain collaborative air conditioning intelligent factory, Guangdong 13. SAIC-GM-Wuling Automobile Co., Ltd. - Automotive intelligent factory based on process decoupling and production line reconstruction, Guangxi 14. CNOOC (China) Limited - "Deep Sea No. 1" intelligent gas field optimized for all business lines, Hainan 15. Chengdu Aircraft Industrial (Group) Co., Ltd. - Advanced aviation equipment agile intelligent factory, Sichuan [4]