Core Viewpoint - Dayu Water-saving has achieved a significant opportunity for business expansion by winning the bid for a high-standard farmland construction project in Jinta County, which aligns with national rural revitalization strategies [1][2]. Group 1: Project Bid and Impact - Dayu Water-saving's wholly-owned subsidiary, Gansu Dayu Water-saving Group Hydropower Engineering Co., Ltd., has become the first candidate for the first bid section of the Jinta County 2025 high-standard farmland construction project, with a bid price of 106 million yuan [1]. - The project is expected to enhance the company's technical capabilities and brand influence in the high-standard farmland construction sector in Gansu Province [1][2]. - If the project proceeds smoothly, it will significantly improve Dayu Water-saving's technical standards and comprehensive solution capabilities in high-standard farmland construction, further expanding its market influence in Gansu [2]. Group 2: Financial Performance and R&D Investment - In the first half of 2025, Dayu Water-saving reported an operating income of 1.276 billion yuan, a year-on-year increase of 4.9%, while the net profit attributable to shareholders decreased by 33.24% to 12.5941 million yuan [3]. - Despite the decline in net profit, the company's gross profit margin remained stable, with an overall gross margin of 23.25%, up 0.17 percentage points year-on-year [3]. - The company has significantly increased its R&D investment, with a total of 477 million yuan spent on R&D from 2020 to the first half of 2025, focusing on smart agricultural technologies [3]. Group 3: Technological Advancements and Future Plans - Dayu Water-saving has introduced advanced drip irrigation technology to China, making it affordable for farmers, and its drip irrigation products have reached international standards [4]. - The company plans to enhance its industrial layout through external mergers and acquisitions, expanding into new business areas such as agricultural drones and unmanned equipment to further improve its competitive edge [4].

文 / 老一枝 "今天你出来，不谈人工智能就落伍了 。 " 在工博会现场上，一位正在参观的企业家如是感慨 道 。 他经营着一家小型五金零部件制造厂。 在他的经历中，无论是行业峰会还是招商洽谈，人工智能已成绕不开的话题。 另一位汽车零部件领域的采购商的态度则更显激进： "只要能让产线转得快一点、库存压少一 点、订单接得多一点，借钱也要上（人工智能）。" 与上述担心信息差的企业家相比，另一些企业家对人工智能的认知已经进入到新的阶段，他们 的提问尖锐而务实： "这套系统能识别我生产线上的次品吗？""能预测设备故障周期吗？""库 存周转能加快多少？""能帮我降低多少成本？提高多少效率？" 9月23日至27日，第二十五届中国国际工业博览会在上海举办。这场大会几乎可以说是国内工 业领域最重要的一场经贸盛会，是唯一以国家命名、历史最长的国际级工业展会，汇聚了28个 国家和地区的3000家展商。 今年的展商们所面对的，是带着困惑和问题而来的企业家们，后者的目标专注 而 统一： 从 企 业到意识 ，寻找一个适合自己的 "AI脑"。 肖松博士与吴老师 与聚光灯下的消费级 AI相比，工业AI的舞台在产业一线，在看不见的隐蔽之处，如 ...

Core Viewpoint - The China Securities Regulatory Commission has issued a notice regarding Seres Group Co., Ltd. (601127), which plans to issue up to 331,477,235 overseas listed ordinary shares and list on the Hong Kong Stock Exchange [1] Company Development - Seres has undergone three entrepreneurial phases: 1. Initial phase (1986): Started with automotive parts like springs and shock absorbers, later expanded into motorcycles, establishing a manufacturing foundation 2. Second phase (2003): Entered vehicle manufacturing through a joint venture with Dongfeng Motor, gaining experience in complete vehicle production 3. Third phase (2016): Fully transitioned to the new energy vehicle sector, launching the core brand "AITO" in 2021 and rebranding from "Chongqing Xiaokang Industrial Group" to "Seres Group" in 2022, marking a strategic focus on new energy [3] Financial Performance - Revenue for 2023 is projected at 35.8 billion yuan, increasing to 145.1 billion yuan in 2024, a year-on-year surge of 305.5%, primarily driven by the sales volume of AITO models [7] - Gross margin is expected to rise from 7.2% in 2023 to 23.8% in 2024, an increase of 16.6 percentage points; net profit is forecasted to shift from a loss of 2.4 billion yuan in 2023 to a profit of 5.9 billion yuan in 2024, making it the fourth global new energy vehicle company to achieve profitability [7] Competitive Advantages - Recognition of new luxury brand: AITO ranks third in sales among high-end new energy passenger brands in China for 2024, with M7 and M9 dominating the 300,000 and 500,000 yuan market segments, respectively [6] - Efficient operational system: The company employs DSTE, IPD, and IPMS processes to achieve full-link collaboration from concept to mass production, leading the industry in product development efficiency [6] - Technological innovation barriers: AITO M9 features over 40 industry-leading technologies, while M8 includes over 40, with several being first in the industry [6] - Supply chain and manufacturing capabilities: The digital supply chain provides real-time alerts on key component quality, and the super factory utilizes digital twin and AI technology, achieving over 90% automation in production [6] - Comprehensive lifecycle service ecosystem: By the end of 2024, the company will have 670 experience centers and 310 user centers across over 210 cities, offering 24-hour rescue and service [6] - Entrepreneurial spirit and team: The management team has over 20 years of experience in the automotive industry, with R&D personnel expected to reach 7,117 by the end of 2024, a year-on-year increase of 28.72% [6] Production and Delivery - The company operates three smart factories with a combined annual production capacity of approximately 600,000 vehicles; the AITO M9 is projected to produce over 150,000 units within 10 months of its launch, demonstrating strong delivery capabilities [7] Market Reputation - In the second half of 2024, AITO's brand NPS (Net Promoter Score) is expected to reach 82%, ranking first in the new energy vehicle reputation list; the company has also been recognized for three consecutive years by Frost & Sullivan for having the best quality among new energy vehicle models [7]

Group 1 - The 18th typhoon "Haikashan" made landfall in Guangdong, causing significant disruptions and prompting emergency measures across multiple cities [1][3] - The typhoon was classified as a "major disaster," with comparisons made to the severe impact of Typhoon "Mangkhut" in 2018, which affected nearly 3 million people [1][2] - Emergency management efforts included the implementation of the "Five Stops" policy, which halted work, business, transportation, and classes, and led to the evacuation of over 2.22 million people [4][5] Group 2 - Climate change has intensified the characteristics of typhoons, leading to stronger storms even if their frequency remains unchanged, necessitating improved infrastructure and disaster preparedness [2][5] - The use of AI and big data is becoming increasingly important in predicting typhoon paths and intensities, enhancing the accuracy of weather forecasts [5][6] - Cities like Guangzhou and Shenzhen are advancing their "smart water management" systems to improve disaster response and resilience against flooding [8][10] Group 3 - The concept of "resilient cities" is being integrated into urban planning, focusing on the ability to absorb shocks and adapt to changes, with an emphasis on technology integration [7][11] - Local communities play a crucial role in disaster response, with grassroots efforts proving effective in minimizing casualties and damages during typhoons [12]

人民财讯9月25日电，据上汽通用五菱消息，9月24日，北自所(北京)科技发展股份有限公司(简称"北自 科技（603082）")来访上汽通用五菱开展交流，共同规划合作新篇章。双方围绕上汽通用五菱智能岛制 造体系KD车间建设及智慧物流模式变革课题，从模式化创新、智能化创新、数字孪生等方向进行深入 交流。 ...

Core Viewpoint - The construction of smart ports is a key initiative to implement the transportation power strategy and develop new productive forces, with significant achievements already made in China [1][3]. Group 1: Achievements in Smart Port Construction - China leads the world in the number of automated terminals built and under construction, mastering the entire chain of key technologies for design, construction, and operation [3]. - The operational efficiency of automated container terminals in China has set world records, with Qingdao Port achieving an average single-machine operation efficiency of 60.9 natural boxes per hour [3]. - By 2025, Tianjin Port aims for full coverage of intelligent transformation for container and bulk cargo terminals, with automation rates exceeding 88% and a 15% increase in operational efficiency [3]. Group 2: Integration of Green and Smart Technologies - The integration of green and smart technologies has become a distinctive feature of China's port development, with over 60% of container transport equipment in major international hub ports being clean [4]. - Tianjin Port's wind power project can meet 60% of the port's energy needs, and its container terminal has achieved 100% use of new energy handling vehicles [4]. - Innovations such as the intelligent unlocking station and the new generation of container terminal control systems have been successfully implemented, enhancing operational efficiency and safety [4]. Group 3: Collaborative Efforts and Future Directions - Industry leaders emphasize the importance of collaboration in overcoming challenges and advancing towards a new stage of "full-domain intelligence" in smart port construction [6][10]. - Future efforts should focus on data governance, deepening AI and digital twin technology applications, and addressing core technology and cybersecurity risks [10]. - The signing of the "AI + Port" cooperation memorandum highlights the commitment to collaborative innovation and talent development in the industry [8].

Company Overview - Jingye Intelligent Technology Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on May 20, 2015. The company went public on April 29, 2022. Its main business involves the research, production, and sales of special robots and intelligent equipment [1][2]. Financial Performance - As of June 30, 2025, Jingye Intelligent reported a revenue of 110 million yuan, representing a year-on-year growth of 16.15%. However, the net profit attributable to shareholders decreased by 55.30% to 5.5778 million yuan [2]. - The company has distributed a total of 63.6347 million yuan in dividends since its A-share listing [3]. Stock Performance - On September 25, the stock price of Jingye Intelligent fell by 2.00%, trading at 72.99 yuan per share, with a total market capitalization of 7.459 billion yuan. The stock has increased by 67.19% year-to-date, with a 9.33% rise over the last five trading days, 29.21% over the last 20 days, and 45.06% over the last 60 days [1]. - The stock's trading volume was 207 million yuan, with a turnover rate of 2.74% [1]. Shareholder Information - As of June 30, 2025, the number of shareholders was 6,090, a decrease of 2.20% from the previous period. The average number of circulating shares per person increased by 71.78% to 16,779 shares [2]. - Among the top ten circulating shareholders, Huaxia CSI Robot ETF (562500) is the eighth largest, holding 1.1859 million shares as a new shareholder. Huazhong Small Cap Growth Mixed (040007) and Huazhong Technology Power Mixed A (040025) have exited the top ten list [3]. Business Segmentation - The revenue composition of Jingye Intelligent is as follows: nuclear industry intelligent equipment systems account for 57.26%, non-nuclear specialized intelligent equipment systems 25.94%, special robots 8.93%, and others 7.87% [1].

资料显示，德马科技集团股份有限公司位于浙江省湖州市埭溪镇上强工业区，成立日期2001年4月29 日，上市日期2020年6月2日，公司主营业务涉及智能物流系统、关键设备及其核心部件的研发、设计、 制造、销售和服务。主营业务收入构成为：物流输送分拣核心部件67.85%，智能自动化物流输送分拣 系统及其关键设备30.86%，售后及其他0.89%，其他业务0.40%。 9月25日，德马科技盘中下跌2.01%，截至13:54，报24.35元/股，成交1.93亿元，换手率3.09%，总市值 64.22亿元。 资金流向方面，主力资金净流入644.56万元，特大单买入748.49万元，占比3.87%，卖出890.39万元，占 比4.61%；大单买入4876.97万元，占比25.25%，卖出4090.52万元，占比21.17%。 德马科技今年以来股价涨84.97%，近5个交易日涨7.55%，近20日涨11.49%，近60日涨28.36%。 截至6月30日，德马科技股东户数1.08万，较上期增加23.41%；人均流通股22637股，较上期增加 13.44%。2025年1月-6月，德马科技实现营业收入7.80亿元，同比增长12.3 ...

在全球双碳与制造业升级浪潮中，海信坚持以 ESG理念为指引，将绿色、智能作为高质量发展的核心。HHA智能制造工业园从规划之初就对标全球顶尖的 灯塔工厂，引入 AI 质检、数字孪生等技术，打造全流程的数字化生产线，以绿色低碳标准实现环保与高效的高效生产统一，致力于建成世界一流的园区。 整个 HHA智能制造工业园分为三期规划，2030 年全部建成。在建设运营中，海信将深化与安美德工业园及泰国本土与全球供应商合作，共享产业集群优 势，实现 "高起点建设、高效率推进、高标准运营"。 未来，海信将以 HHA 智能制造工业园为支点，与泰国各界携手，以技术创新赋能产业升级，以本土化运营深化文化融合，推动中泰经贸合作再上新台阶。 （古雨） 贾少谦在致辞中说，今年是中泰建交 50 周年，"中泰一家亲" 为企业合作搭建了坚实桥梁。海信选择落户泰国春武里府，既是珍视中泰友谊，更是对泰国区 位优势的重视。"海信的国际化是用真诚换真诚，用人心换人心的过程。"贾少谦表示，自2016年深耕泰国市场以来，海信不仅带来了全品类产品，建设了生 产基地与研发中心，带动当地就业和产业发展，还通过开展体育比赛、教育、医疗捐赠等公益活动，用行动践行 " ...

绿潮是海洋中一些大型绿藻在一定环境条件下暴发性增殖或聚集达到某一水平，导致生态环境异常的一种现象。自上世纪六七十年代以来，绿潮在许多 国家频繁暴发，已演变为全球性的海洋生态灾害。 我国黄海浒苔绿潮是在开阔海域发生、长距离漂移发展的大规模绿潮，其防控难度较大。为进一步强化我国对黄海浒苔绿潮的监测预警能力，自然资源 部北海局将"浒苔绿潮灾害监测预警能力提升项目"纳入三年行动重点项目。该项目由北海预报减灾中心牵头实施，北海生态中心参与，系统开展了"空-天- 海-岸"立体监测、全周期预测预警、智能处置决策支持等核心技术攻关，取得了一系列实用、可靠的高质量成果，显著提升了对浒苔绿潮灾害的监测预警与 防控处置决策支撑能力。 智能指挥决策支持 面对浒苔绿潮精准打捞的需求，项目团队创新提出了浒苔绿潮高概率分布区域划定方法和多时空尺度打捞效果评估方法。通过构建打捞船舶协同处置智 能调度模型，研制北海区浒苔绿潮前置打捞监管平台，形成了一套集"多源数据采集-态势综合推演-船舶智能调度"于一体的智能决策支持系统。 "空天海岸"高效协同 精准掌握浒苔动态分布，是防控绿潮的关键第一步。针对传统浒苔绿潮监测技术手段单一、精度不足、时效性差 ...