3、华中科技大学同济医学院附属同济医院正式启用华中地区首个脑机接口门诊。上海证券表示，需重 点关注脑机接口技术研发及产品推新，以及销售渠道拓展情况。 4、AI搜索"新贵"Perplexity5月收到7.8亿次查询，月增速超20%；该公司目前正开发新Comet浏览器，首 席执行官预计一年后每周查询量将达10亿次。 智通财经6月6日晚间新闻精选 1、工信部主持召开部两化融合工作领导小组会议，实施"人工智能+制造"行动，加快重点行业智能升 级，打造智能制造"升级版"。要加快提升软硬件产品供给能力。强化工业软件、智能传感器等关键核心 技术攻关。 2、上交所召开座谈会，将推动上市公司进一步加大分红力度，增加分红频次，用好回购、并购重组、 投资者交流等市值管理工具，持续提升公司投资价值。 6、隆基绿能：股东HHLR拟减持不超过0.5%公司股份。万科A：深铁集团拟向公司提供不超过30亿元 借款。5连板共创草坪：美国关税政策目前不确定性较强 公司将持续关注并评估具体影响。3连板华脉 科技：目前业务侧重于通信基础设施方面。德赛西威：股东惠创投和神华投资拟分别减持3%和1.45%公 司股份。 5、加拿大总理卡尼表示，加方愿重启加 ...

在全球制造业版图剧烈重构的当下，一场由智能制造驱动的深刻变革正在中央企业的车间里悄然发生。 当长安汽车重庆工厂的机械臂以0.1毫米精度协同装配，当宝武钢铁湛江基地的"黑灯工厂"实现全流程 无人化冶炼，当中煤陕西公司智能矿山井下设备自动诊断故障……这些场景不仅是央企智能工厂的缩 影，更是中国制造业向价值链顶端攀升的坚实足迹。 近日，机械工业仪器仪表综合技术经济研究所所长欧阳劲松在2025年智能制造暨智能装备发展建设系列 公益培训班第二期上对《华夏时报》记者在内的媒体表示，智能制造是发展新质生产力的重要引擎，坚 持以智能制造为主攻方向，是制造业加快形成新质生产力的重要路径。推动我国智能制造的高质量发 展，应坚持以效能为驱动，着力从制造知识、制造载体、制造手段三方面下功夫，夯实数据平台、装备 数字化和智能检测装备三个基础，梳理总结好中国模式、中国方案和中国标准。 央企智能工厂加快建设 当全球制造业尚在探索智能转型路径时，中央企业已开始输出系统化方案。欧阳劲松提出的"梳理总结 好中国模式、中国方案和中国标准"，在央企实践中获得生动诠释。 今年全国两会期间，全国政协委员、国机集团董事长张晓仑曾直言："今年国机集团将切实 ...

证券代码：300415 证券简称：伊之密 伊之密股份有限公司投资者关系活动记录表 编号：2025-06 | | 特定对象调研□分析师会议 | | | --- | --- | --- | | 投资者关系活 动类别 | □媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | 现场参观 | | | 参与单位名称 | 聚众鑫创投资产管理(深圳)有限公司 | 彭建彬 | | | 广州泽恩投资控股有限公司 | 蔡晓霞 | | 及人员姓名 | 广州起点投资有限公司 | 修铭阳 | | | 广州泽恩投资 | 曹盈盈 | | | 广州融湾管理咨询有限公司 | 刘新华 | | | 广东华为达基金管理有限公司 | 郭泳健 | | | 广州新瑞咨询服务有限公司 | 王道文 | | | 中财期货深圳营业部 | 徐回林 | | | 前海中船基金 | 李 苏 | | | 远见资本 | 袁 伟 | | | 明华信德基金 | 蔡 焕 | | | 鸿刚资本 | 卢永森 | | | 广州盛屹投资管理有限公司 | 杨 赛 | | | 中金财富 | 王际权 | | | 广州海汇投资管理有限公司 | 陆泉宇 | | | ...

作者 | 港美A经济舱 数据支持 | 勾股大数 据（www.gogudata.com） 其持续超预期的业绩表现，不仅 展现了 悍高集团 经营 发展的强劲韧性 ，更树立了传统制造业在存量竞争时代的实现可持续增长的新范式。 1 穿越周期的增长韧性： 差异化战略构建稳健发展底盘 悍高集团始终将 "原创设计"基因作为核心竞争力，近年来公司的希勒系列拉篮、 BN 系列水龙头及 Onda 系列户外家具相继斩获德国红点 奖、 iF 设计奖与中国红星奖等国际权威奖项，在 2025 年再添 5 项德国 iF 设计大奖，其产品创新不仅提升自身溢价，更推动行业价值升 级。 近年来， 悍高集团 经营指标亮眼， 业绩表现堪称行业标杆： 2024 年实现营收 28.57 亿元，同比增长 28.6% ；扣非净利润 5.2 亿元，同 比增幅达 58.1% ，近三年营收、净利润复合增长率分别高达 32.8% 和 61.8% 。这组数据不仅显著优于同期家居建材行业平均水平，更以 逆势上扬的姿态，展现出细分领域龙头穿越周期的战略定力与价值创造能力。 在房地产行业 持续 调整、家居消费需求 等待释放 的大环境下， 除了业绩表现持续稳健之外，悍高集团 ...

2025年7月17日，第二届全球医疗科技大会 2025年9月4-5日，第三届全球手术机器人大会 思宇年度活动回顾： 首届全球眼科大会 | 首届全球骨科大会 | 首届全球心血管大会 即将召开： 2025年6月12日，首届全球医美科技大会 目前 公司已拿下国内超60%头部隐形眼镜厂商订单 ，其Insvis智能检测系统也将业务延伸至医药包装、医疗耗材等领 域。 # AI视觉重构隐形眼镜产线逻辑 相比其他工业品，隐形眼镜的智能化挑战 不仅在于产能扩大，更在于"看得见"的难度 。镜片材质透明、结构精细，且 绝大多数产品需长期浸泡于液体中，任何微小瑕疵都可能被液体折射掩盖。再加上90%以上的镜片需印刷复杂图案，传 统机器视觉检测早已难以胜任。而平方和科技的做法是， 把图像采集系统、光学建模与深度学习算法整合为一个自进 化的系统 ，使"检测"不仅止于筛选，更能反向推动产线的工艺改进。 当AI视觉技术深入传统视光制造业，智能制造从"自动化"迈向"智能化"，一场围绕透明材质检测与产线优化的产业升级 悄然展开。 近日， 平方和（北京）科技有限公司 （简称"平方和科技"）宣布 完成 近 亿元B+轮融资 ，本轮由 北京市先进制造和智 ...

Core Viewpoint - The meeting led by Li Lecheng emphasizes the importance of integrating information technology and industrialization, focusing on digital transformation and innovation to enhance the manufacturing sector and overall industrial capabilities [1] Group 1: Digital Transformation and Upgrading - The meeting calls for the acceleration of digital transformation in key industries, promoting scenario-based and graphical approaches to manufacturing digitalization [1] - It highlights the need for large-scale application of industrial internet and the construction of a robust system encompassing network, identification, platform, data, and security [1] - The implementation of "Artificial Intelligence + Manufacturing" initiatives is prioritized to facilitate intelligent upgrades in key industries, aiming to create an upgraded version of smart manufacturing [1] Group 2: Enhancing Supply Capabilities - There is a focus on strengthening the supply capabilities of software and hardware products, particularly in key technologies such as industrial software and intelligent sensors [1] - The construction of high-quality industrial data sets is emphasized to support the data foundation for AI applications in the industrial sector [1] - The cultivation of low-cost digital products and general-purpose tools is encouraged to enhance accessibility and efficiency in digital transformation [1] Group 3: Stimulating Enterprise Transformation - The meeting stresses the importance of leveraging leading enterprises to drive "chain-style" transformation across the industry chain [1] - It outlines the implementation of special actions for the digital transformation of small and medium-sized enterprises, focusing on pilot projects in "hundred cities" [1] - The development of a digital service system is highlighted, aiming to nurture service providers who understand both the industry and digitalization [1] Group 4: Resource Allocation and Talent Development - The meeting calls for the establishment of a mechanism to ensure resource allocation and support for the integration of information technology and industrialization [1] - It emphasizes the need for a talent cultivation mechanism to attract and retain a multi-level, composite talent pool [1] - The expansion of diverse financing channels is encouraged to increase investment in weak links of the integration process [1] Group 5: Promoting Innovation through Integration - The meeting aims to create a favorable environment for innovation driven by integration, utilizing policies to support the first sets of equipment and products [1] - It encourages enterprises to deepen the application of new technologies and products through integration [1] - The expansion of external cooperation and optimization of the development ecosystem for integration are also key focuses [1]

Investment Rating - The report maintains a "Buy" recommendation for the building materials industry [1] Core Viewpoints - The building materials industry is expected to recover in 2025, driven by government policies and market demand [7][58] - The cement market is currently facing weak demand and declining prices, but a recovery is anticipated in the second half of the year [15][18] - The retail market for consumer building materials is showing signs of recovery, with increased sales expected due to policy support [44] - The glass fiber sector is experiencing price declines in raw yarn but stable prices in electronic yarn, with a focus on high-end products [48][49] Summary by Sections 1. Industry Outlook - The building materials industry plays a crucial role in supporting various sectors, including infrastructure and defense [7] - The "14th Five-Year Plan" emphasizes green and low-carbon development, with significant goals set for 2025 [8][10] - The building materials industry index rose to 102.8 in May, indicating a recovery trend [11] 2. Market Demand and Price Trends - Cement demand has declined in May due to weak real estate activity, with prices expected to continue falling until August [15][18] - The float glass market is under pressure with declining prices and high inventory levels, indicating weak demand [31][33] - Consumer building materials retail sales increased by 2.3% year-on-year in the first four months of 2025, with a significant jump in April [38][44] 3. Policy Impact - Government policies are expected to boost the valuation recovery of the building materials sector, with a focus on infrastructure investment [52][58] - The building materials sector's valuation is currently at a historical low, suggesting potential for growth [58] 4. Financial Performance - In 2024, the building materials sector faced significant profit declines, but Q1 2025 showed a notable recovery in profits [66][67] - The overall revenue for the sector in Q1 2025 was 1355.98 billion, with a year-on-year decline of 2.39% but a significant profit recovery [67]

2 证券代码：002318 证券简称：久立特材 | | | 争力。同时，公司将以技术创新为核心动力，专注于研发 | | | --- | --- | --- | --- | | | | 耐高温、耐腐蚀等创新材料，加速推进产品系列化和配套 | | | | | 化进程，从而提高产品附加值。此外，公司将持续拓宽国 | | | | | 际市场的渠道，致力于在全球范围内提升产品的市场份 | | | | | 额，确保公司的长远发展。 | | | 附件清单 | | | 无 | | 日期 | 月 7 | 6 日 | 2025 年 | 浙江久立特材科技股份有限公司投资者关系活动记录表 3 编号：106 | | | √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 | 长江证券、东方证券、广发基金、富国基金、博时基金、易方达 | | | | 基金、泰康资产、大成基金、中欧基金、高毅资产、安信基金、 | | | 人员姓名 | 南 ...

1 证券代码：000777 证券简称：中核科技 中核苏阀科技实业股份有限公司 2025 年 6 月 6 日投资者关系活动记录表 编号：2025-002 | 投资者关系 | ☑特定对象调研 □分析师会议 | | --- | --- | | 活动类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | | 中金证券、中信证券、方正证券、广发证券、信达资 | | 活动参与 | 产、国元证券、国联民生证券、长江证券、山西证券、 | | | 国联基金、上海证券报、大成基金、上海九方云、云 | | | 南能投资本等机构及个人投资者 | | 时间 | 2025 年 6 月 6 日 14:00-15:30 | | 地点 | 南京华山饭店 | | 形式 | ☑现场 □网上 □电话会议 | | 上市公司接 | 王剑锋 中核工程总会计师 | | | 范 黎 北京核工程研究设计院副院长 | | 待人员姓名 | 束 轶 中核工程资本运营部主任 | | | 马 瀛 中核科技董事长 | | | 龙云飞 中核科技董事、副总经理（主持工作） | | ...

Core Viewpoint - The home appliance color-coated board industry is experiencing significant growth driven by advancements in technology, increasing consumer demand for aesthetic and functional materials, and a shift towards environmentally friendly manufacturing practices [3][4][7]. Industry Current Status Analysis - The home appliance color-coated board industry has evolved since the 1960s, initially using ordinary steel or aluminum for appliance exteriors, which had limitations in corrosion resistance and aesthetics [3]. - By the 1970s, color-coated boards began to be widely adopted in appliances like refrigerators and washing machines due to their superior corrosion resistance and plasticity [3]. - The industry saw rapid growth in the 1980s and 1990s, with a diversification of color-coated board types and a shift towards more environmentally friendly production processes [3][4]. Global Market Scale Analysis - The global market for home appliance color-coated boards is projected to reach $2.898 billion in sales by 2024 and $5.088 billion by 2031, with a compound annual growth rate (CAGR) of 7.68% from 2025 to 2031 [7]. - The Chinese market is expected to account for approximately 61.62% of the global market by 2024, growing to 67.42% by 2031, with a market size of $1.786 billion in 2024 [7]. - The primary applications of color-coated boards are in major appliances, with 51.46% used in refrigerators and 23.83% in washing machines [7]. Industry Development Opportunities and Key Drivers - The upgrade of the home appliance industry and changes in consumer structure are driving demand for aesthetically pleasing and smart appliances, leading to increased use of high-end color-coated board materials [8]. - Environmental regulations are pushing manufacturers towards green production methods, such as using water-based coatings and low-energy processes, to comply with stricter standards [8]. - Innovations in materials and functional coatings are enhancing the performance of color-coated boards, making them more competitive in extreme environments [8]. - The trend towards flexible and customized production is reshaping the supply chain, with companies focusing on regional processing centers to meet diverse customer needs [8]. - The growth of China's home appliance exports is expanding the market for color-coated boards internationally, particularly in regions like Southeast Asia and South America [8].