Core Insights - The article discusses the advancements in in-flight internet services in China, highlighting the removal of altitude restrictions for internet access and the introduction of new technologies by the company "Kongdi Huli" [1][2][10] Group 1: In-Flight Internet Developments - In 2023, domestic airlines in China lifted the 3,000-meter altitude restriction for in-flight internet, allowing passengers to enjoy uninterrupted internet service from takeoff to landing [1] - "Kongdi Huli" showcased advancements in in-flight internet technology at the third Civil Aviation Science and Technology Innovation Exhibition, including the integration of quantum communication and the use of the C919 aircraft [1][2] Group 2: AI Integration - The AI system developed by "Kongdi Huli" enables real-time monitoring and adjustment of communication parameters, particularly in challenging regions like the Arctic Circle, ensuring stable internet access [3][4] - The AI system significantly reduces fault response time from 30 minutes to just 3 minutes, enhancing the overall passenger experience and reducing operational costs for airlines [4] Group 3: Domestic Solutions and Safety - The focus on "domestic solutions" aims to reduce reliance on foreign technology, with plans to implement a fully autonomous and controllable internet solution on the C919 aircraft by the end of the year [5][7][10] - Quantum communication is being explored to enhance data security during in-flight internet usage, creating a secure transmission chain for sensitive data [11][13] Group 4: Collaborative Efforts - "Kongdi Huli" is collaborating with various partners, including China Telecom and educational institutions, to develop a comprehensive domestic in-flight internet solution [15] - The company aims to establish a "China model" for in-flight internet services, ensuring that passengers can effectively use Chinese internet services at high altitudes [15]

| | 特定对象调研分析师会议 | | --- | --- | | | 媒体采访业绩说明会 | | 投资者关系活 动类别 | 新闻发布会路演活动 | | | 现场参观电话会议 | | | ✓其他南方财经-东莞证券：走进上市公司活动 | | 参与单位名称 | 参加活动的机构及个人投资者 | | 及人员姓名 | | | 会议时间 | 2025 年 5 月 29 日 | | 会议地点 | 公司会议室 | | 上市公司接待 人员姓名 | 董事会秘书：刘雨田女士 | | | 交流的主要问题与回复： | | | 一、 开场：公司董事会秘书刘雨田女士介绍公司基本情况，包含 | | | 业务布局、经营业绩、技术亮点等方面，并就连接器行业与 | | | 市场需求情况进行解读。 | | | 二、问答环节 | | | 提问 1：公司 2024 年净利润下滑，未来业务可持续预期如何？ | | 投资者关系活 | 年公司通过出售土地获得了 答：主要有三个原因：（1）2023 | | 动主要内容介 | 一笔较大的非经营性收益；（2）项目持续建设导致货币资金消耗， | | 绍 | 加之银行存款利率下降，利息收入较往年有所减少 ...

哈尔滨电气集团佳木斯电机股份有限公司 投资者关系活动记录表 编号：2025-04 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） 活动参与人员 华泰证券 刘俊、孔祥熙、李燕。 时间 2025 年 5 月 28 日 地点 公司会议室 形式 线下调研 交流内容及具体问答 记录 详见附件。 关于本次活动是否涉 及应披露重大信息的 说明 否 活动过程中所使用的 演示文稿、提供的文 档等附件（如有，可 作为附件） 无 附件：佳电股份机构调研问答列表 答：面对复杂波动的市场环境，传统行业市场需求量不及预期，各电机企 业为抢夺订单，纷纷以低价抢夺市场，公司业绩有所下降，但未来面对安全生 产法规趋严、"双碳"目标普及的形势下，公司具有核心竞争力优势，公司获 得节能认证、防爆认证等多项认证，且公司一级能效电机、主氦风机、核用电 机等多项产品均具有行业前沿技术优势。同时，公司扩建了主氦风机成套产业 化项目等，提高了公司产能，公司未来会持续努力抢抓市场、加快科技研发、 提高国产化替代速度，创造更好的业绩回报投资者。 三、公司一级能效 ...

一则消息令全球市场嗨了起来：美国国际贸易法院"叫停"特朗普政府一揽子关税。 随后全球市场开始活跃，截至发稿，日经225指数、韩国综合指数涨近2%，恒生科技指数涨超2%，纳斯达克指数期货涨超2%，A股三大指数也纷 纷拉升。 截至发稿，上证指数涨0.7%，深指和创业板指数涨超1%，两市超4300只个股上涨。 01 特朗普政府一揽子关税被"叫停" 位于纽约的美国国际贸易法院28日裁定暂停特朗普政府4月2日宣布的一揽子加征关税政策生效。 特朗普4月2日签署行政令，援引《国际紧急经济权力法》，宣布美国进入紧急状态，对所有贸易伙伴征收所谓"对等关税"。 美国国际贸易法院28日的裁决认为，总统无权对几乎所有贸易伙伴征收全面关税。美国国会将"不受限制的关税权力"授予总统是违反宪法的。国会 在《国际紧急经济权力法》中设定了权限，限制总统何时以及如何征收关税。 4月23日，美国12个州组成联盟共同起诉特朗普政府，指控其关税政策违法。亚利桑那州、科罗拉多州、康涅狄格州、特拉华州、伊利诺伊州、缅 因州、明尼苏达州、内华达州、新墨西哥州、纽约州、俄勒冈州和佛蒙特州的总检察长当天向位于纽约的美国国际贸易法院提起诉讼，称特朗普政 府的关税 ...

Core Insights - The Industrial Internet Theme Index (931495) has seen a strong increase of 1.94% as of May 29, 2025, with significant gains in constituent stocks such as Huada Jiutian (301269) up 15.75% and Desay SV (002920) up 10.00% [1] - The Industrial Internet ETF (159778) has risen by 2.36%, with a latest price of 0.83 yuan, and has accumulated a 16.81% increase over the past year as of May 28, 2025 [1] - The Ministry of Industry and Information Technology is seeking public opinion on the national standard for Automatic Emergency Braking (AEB) systems, which is expected to become a standard feature and enhance the penetration of various electronic control devices in braking systems [1] Industry Analysis - According to Guotai Haitong Securities, the hardware required for AEB is divided into intelligent driving and chassis execution components, with significant opportunities for domestic replacement in the ESC function, which is currently dominated by foreign companies [2] - The new regulations are anticipated to promote the penetration of line control braking, which is more efficient than ESC [2] - The Industrial Internet Theme Index comprises 50 listed companies involved in hardware manufacturing, software development, and application services, reflecting the overall performance of the industrial internet theme [2] - As of April 30, 2025, the top ten weighted stocks in the Industrial Internet Theme Index account for 47.41% of the index, including companies like BYD (002594) and Hikvision (002415) [2]

2025年5月29日，联科科技发布《以简易程序向特定对象发行股票 预案（二次修订稿）》，拟发行股票 募集资金总额不超过30，000万元（含本数），扣除发行费用后的募集资金净额将全部用于年产10万吨 高压电缆屏蔽料用纳米碳材料项目（二期），发行对象为不超过35名（含35名）的特定对象。 值得注意的是，联科科技2021年IPO募投项目 "研发检测中心建设项目"多次延期，最新预计2025年6月 完成，较原计划滞后两年。截至2025年3月31日，公司IPO募集资金未使用金额 36，811，052.04元，尚 未使用完毕的主要原因是"研发检测中心建设项目"尚处于建设中。 根据《上市公司证券发行注册管理办法》，简易程序适用于 "融资金额不超过 3 亿元且不超过净资产 20%" 的项目。联科科技本次募资 3 亿元，恰好踩中最高募资额的标准线。 注：本文创作借助AI工具收集整理市场数据和行业信息，结合辅助观点分析和撰写成文。 联科科技自 2021 年 6 月登陆深交所以来，已形成 "IPO 募资 6.49 亿→2023 年定增 2.69 亿→2025 年拟 募资 3 亿" 的密集融资节奏，累计融资规模超9亿元。此次定增若成功 ...

近期，为落实《国务院办公厅关于推动公立医院高质量发展的意见》要求，指导医院科学、规范开展智 慧医疗、智慧服务、智慧管理"三位一体"的智慧医院建设，国家卫生健康委医政司组织对2018年出台的 《电子病历系统应用水平分级评价标准(试行)》进行修订，起草了《智慧医疗分级评价方法及标准(2025 版)》。 新纽科技有限公司(9600.HK，以下简称"新纽科技"或"集团")作为国内较早凭借人工智能、大数据分析 等为代表的创新技术积极助力我国医疗行业数字化转型的科技驱动型IT解决方案服务商，多年来持续向 医疗行业客户提供可助力其改善医疗质量水平、提升内部管理效率的医疗质量控制与安全预警平台、医 疗病历质量综合管理平台、医疗文书数据结构化与管理平台、临床路径监控管理平台等多款创新型IT解 决方案及产品。同时，伴随着我国医院等级评审、DRG/DIP支付方式改革等医疗政策的陆续公布与实 施，新纽科技持续开展对新产品、新技术应用的研发及创新，推动创新技术在病历质量控制与管理方面 的进一步融合与产品迭代更新。 目前，集团旗下病历质控相关产品和解决方案已顺利在多维数据分析、自然语言处理(NLP)、人工智能 等创新技术应用的基础上，引 ...

Core Insights - The article discusses the leading domestic valve brands in China for various industries, highlighting their market positions, technological advancements, and future trends. Group 1: Leading Brands and Market Position - Suzhou Neway Valve is recognized as a global benchmark for deep-sea valve technology, with 42% of its revenue coming from overseas and a production capacity exceeding 600,000 units per year [11][12] - China Nuclear Su Valve Technology is the only domestic company with full qualifications for nuclear-grade valves, achieving over 90% localization in nuclear power valves and securing over 1.5 billion yuan in nuclear power orders [12][13] - Shanghai Qizhong Valve holds a 53% market share in nuclear-grade butterfly valves, with a 180% annual increase in orders for new energy lithium battery valves [14][15] Group 2: Industry Trends and Innovations - The trend towards domestic substitution is accelerating, particularly in high-end fields such as semiconductor special gas valves and ultra-high pressure hydrogen valves, with leading companies investing over 8% of their revenue in R&D [32] - Green technology is expected to dominate municipal and energy project tenders, with low-carbon valves and smart water management solutions leading the way [33] - The global competition is intensifying, driven by infrastructure demands in Southeast Asia and the Middle East, with China's valve export expected to exceed 12 billion USD by 2025 [34]

以下文章来源于芯榜 ，作者芯榜首席 芯榜 . 芯榜 — 中国芯片排行榜，用大数据理解半导体行业。（www.icrank.cn ）芯片半导体集成电路IC微电子 元器件晶圆排名榜单，服务芯片圈半导体圈中国半导体论坛社区 在 5 月 27 日召开的 2024 年度暨 2025 年第一季度业绩说明会上，中微公司董事长、总经理尹志尧 明确指出，公司将坚定践行三维发展战略。"深耕集成电路关键设备领域、扩展在泛半导体关键设备领 域应用并探索其他新兴领域的机会，推进公司实现高速、稳定、安全、健康发展。" 在集成电路方面，中微公司的等离子体刻蚀设备已成功打入国内外一线客户的生产线，广泛应用于 65 纳米到 5 纳米及更先进工艺，成为支撑集成电路制造的关键力量。在泛半导体领域，其制造氮化镓基发 光 二 极 管 、 Mini-LED 和 Micro-LED 的 MOCVD 设 备 ， 以 及 制 造 碳 化 硅 和 氮 化 镓 功 率 器 件 的 MOCVD 设备，均已在市场中占据重要地位。并且，公司还前瞻性地布局光学和电子束量检测设备等新 兴领域，不断拓宽业务边界。 为强化产业协同，中微公司自上市以来， 斥资 20 多亿元投资约 ...

Core Viewpoint - The company aims to expand its business layout through a three-dimensional development strategy, focusing on key equipment in the integrated circuit sector and exploring opportunities in emerging fields, while achieving stable and healthy growth [1] Group 1: Business Strategy and Investments - Since its listing, the company has invested over 2 billion yuan in approximately 40 upstream and downstream enterprises, achieving a floating profit of over 5 billion yuan [1] - The company has a comprehensive R&D team of over 1,000 people, significantly reducing the time required to develop new products from three to five years to about 18 months, with mass production achievable within six months to a year [1][2] - The total R&D investment for 2024 is projected to be 2.452 billion yuan, a year-on-year increase of 94.31%, accounting for approximately 27% of revenue [1] Group 2: Product Development and Market Position - The company is developing competitive new-generation equipment for integrated circuit micro-manufacturing, including high-energy CCP plasma etching equipment and various other advanced devices [2] - The company's plasma etching equipment is widely used by leading domestic and international clients, covering etching applications from 65nm to 5nm and beyond [2] - The company has been continuously expanding its layout in the semiconductor micro-manufacturing field, including MOCVD equipment for GaN-based LEDs and SiC power devices [2] Group 3: Financial Performance - The company achieved an operating income of approximately 9.065 billion yuan in 2024, a year-on-year increase of about 44.73%, maintaining an annual growth rate of over 40% for nearly four years [3] - In the first quarter of this year, the company reported an operating income of 2.173 billion yuan, a year-on-year increase of 35.4%, with a net profit of 313 million yuan, up 25.67% [3] Group 4: Competitive Landscape and Industry Outlook - The company welcomes competition and focuses on developing differentiated, proprietary high-end equipment, particularly in the electronic beam detection sector [4] - The domestic semiconductor equipment market is primarily occupied by foreign companies, but the increasing technical level of domestic equipment is enhancing its competitiveness [4] - The long-term vision is to become a leading semiconductor equipment company by 2035, aiming to be in the top tier globally in terms of scale, product quality, competitiveness, and customer satisfaction [5]