Core Viewpoint - The aerospace industry in China is experiencing unprecedented development opportunities driven by strong demand growth and accelerated innovation, with the market size expected to exceed 2 trillion yuan by 2024 [1] Group 1: Industry Growth and Demand - The aerospace industry is positioned as a strategic foundation for national security amid global geopolitical tensions, with China's defense budget projected to reach 1.81 trillion yuan by 2025, maintaining a growth rate of 7.2% for three consecutive years [1] - Key growth engines in the aerospace sector include commercial aerospace, commercial aircraft, and low-altitude fields, reflecting a robust demand landscape [1] - The demand side is characterized by the upgrading of defense equipment, the rise of emerging fields, and the expansion of global markets, all contributing to strong demand [1] Group 2: Supply Side Transformation - The supply side is undergoing profound changes with accelerated breakthroughs in technological self-innovation, continuous policy benefits, and enhanced collaborative effects within the industry chain [1] - The interaction between supply and demand is fostering a new landscape for high-quality development in the industry, significantly improving efficiency and competitiveness [1] Group 3: Investment Opportunities - The aerospace industry presents long-term value opportunities for the capital market, driven by technological breakthroughs and policy support, leading to significant characteristics such as industry chain collaboration, market demand expansion, and efficiency improvements [2] - Military state-owned enterprises are enhancing asset securitization rates through reforms, while private companies focus on flexible manufacturing and commercial aerospace, rapidly capturing market share in niche areas [2] - The dual-use technology transformation is creating new growth points, with military technologies extending into sectors like new energy vehicles and high-end equipment, broadening application spaces [2] - As the global aerospace industry enters a new expansion cycle, China's industry penetration and added value are expected to continue rising, with a focus on leading enterprises that have deep technological moats and clear capacity releases [2]

Core Viewpoint - Longsheng Technology (隆盛科技) is actively expanding its business in the automotive parts industry, with significant progress in various projects and a focus on new product development, particularly in the fields of aerospace precision manufacturing and humanoid robotics [1][7]. Group 1: Business Development - Longsheng Technology is developing a third-generation dexterous hand and has successfully progressed in the development of a semi-assembly project for electric drive motors for new energy commercial vehicles, with supply expected to Bosch and Seres in the second half of the year [1][8]. - The company has established a strong strategic partnership with Tesla, which is identified as a core strategic customer [1][8]. - Longsheng Technology has seen its stock price double this year, indicating strong market performance [2]. Group 2: Financial Performance - The company has experienced steady growth in operating performance, with revenue and net profit both increasing in 2023 and 2024 [1][5]. - Longsheng Technology's total assets grew from 4.62 billion yuan in 2017 to an expected 40 billion yuan by the end of 2024, representing a growth of approximately 7.66 times [3][4]. - Revenue has increased significantly, from 150 million yuan in 2017 to an expected 2.397 billion yuan in 2024, marking a growth of about 15 times [4][5]. Group 3: Research and Development - The company has made substantial investments in research and development, with expenditures rising from approximately 38.9 million yuan in 2021 to about 92.9 million yuan in 2024 [9]. - Longsheng Technology has successfully broken the foreign monopoly in the heavy truck market for EGR systems and is now achieving mass production with major domestic heavy truck manufacturers [9]. Group 4: Strategic Expansion - Longsheng Technology has expanded its business from a single focus on diesel commercial vehicle EGR systems to three core business segments: EGR systems, new energy vehicle drive motor cores, and precision automotive components [6][8]. - The company is also actively pursuing opportunities in emerging fields such as aerospace precision manufacturing and humanoid robotics, with plans to launch the "Lansen" robot in June 2024 [7][8].

省公安厅相关负责人表示，全省公安机关将聚焦省委、省政府和公安部工作部署，以《全省公安机 关服务促进保障经济平稳有序健康发展若干举措》和《开展"十大行动"总体安排》为有力抓手，持续加 强打击治理，提升服务水平，不断优化提升政务环境、法治环境，助力打造一流营商环境，服务保障全 省高质量发展。（记者：霍海澎） 全省公安机关围绕优化营商环境和服务保障高质量发展，坚持打击防范两手抓，在全省建立100余 个公安知识产权保护工作站，将防范、服务和侦查打击工作阵地前移，助力企业创新发展。围绕保障重 点领域消费安全和公共安全，紧盯汽车配件、日化用品、燃气产品、电动自行车等领域制假售假犯罪行 为，广辟线索来源，强化破案攻坚，有力维护市场秩序，营造放心消费环境。围绕净化文化版权市场， 聚焦图书、电影、软件等重点领域，积极会同有关部门深入开展专项打击治理，共同营造健康有序的文 化环境。围绕护航新质生产力发展，聚焦人工智能、数字经济、新能源、航空航天等新产业、新业态， 依法严厉打击侵犯商标权、专利权和商业秘密犯罪，有力保护创新主体，助力产业转型升级。 记者日前从省公安厅了解到，2024年，陕西公安机关依托"专业+机制+大数据"新型警务 ...

证券代码： 001400 证券简称：江顺科技 江苏江顺精密科技集团股份有限公司 投资者关系活动记录表 2025-001 | 投资者关系活动 | □特定对象调研 分析师会议 □ | | --- | --- | | 类别 | 业绩说明会 □ 媒体采访 √ | | | □ 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 | 投资者网上提问 | | 人员姓名 | | | 时间 | 年 月 日 (周三) 下午 2025 5 14 15:30~16:30 | | 地点 | 公司通过全景网"投资者关系互动平台"（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 | 1、江顺科技董事长、总经理张理罡 | | 员姓名 | 2、江顺科技董事、财务总监、董事会秘书陈锦红 | | | 3、江顺科技独立董事刘云 | | | 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1、贵司产品主要是铝型材加工，目前机器人行业较火，在这方 | | | 面 ...

格隆汇5月13日丨豪能股份(603809.SH)公布，近日，昊轶强以4,800.04万元成功竞得位于青羊区黄田坝 街道快活社区的工业用地，并签署了《成都市挂牌出让国有建设用地使用权成交确认书》，后续昊轶强 将与出让人签订土地使用权出让合同，并办理土地使用权的权属变更登记手续。 "航空航天零部件智能制造中心"项目落地成都市青羊区，便于公司贴近市场客户，快速响应客户需求， 有效降低运输和服务成本，增强综合竞争能力。同时能将昊轶强现有的生产场地及资源进行整合优化， 有利于公司提高生产运营效率，扩大业务规模，增强盈利能力。 本次竞得上述建设用地，有助于昊轶强顺利推进"航空航天零部件智能制造中心"项目的实施，落实产能 布局，为昊轶强持续发展奠定坚实的基础，提升公司核心竞争力和行业影响力，符合公司可持续发展战 略。本项目的实施不会对公司短期的财务状况和经营情况产生重大影响，不存在损害公司和股东尤其是 中小股东利益的情形。 公司自2020年收购昊轶强以来，抓住航空业快速发展的重要机遇，实现了航空业务经营规模和经营质量 的大幅提升，昊轶强2024年度营收已达2.83亿元。昊轶强主营业务包括航空结构件、标准件、材料试验 件的精 ...

Core Viewpoint - Longsheng Technology is focusing on the aerospace precision manufacturing sector as one of its main business areas for future development, with plans to supply components for electric vehicles by the second half of 2025 [1] Group 1: Business Development - The company has established a certain foundation for industry expansion through its subsidiary, Weiyan Zhongjia [1] - Longsheng Technology is developing third-generation dexterous hands and has officially launched the "Lansen" robot [1] Group 2: Product Supply Timeline - The Bosch sub-assembly project is expected to start supplying in the second half of 2025 [1] - The electric motor sub-assembly project with Seres is also anticipated to begin supply in the second half of 2025 [1]

Group 1: Business Segments and Developments - Aerospace precision manufacturing is a key future business area for the company, with a focus on UAV components and missile precision parts [2][3] - The company is developing the third generation of dexterous hands for humanoid robots, targeting multi-sensor integration and control [3] - The company has established a strong market presence in the new energy electric drive core, with significant supply to leading electric vehicle manufacturers [3][4] Group 2: Strategic Partnerships and Projects - The company is collaborating with Bosch on the new energy commercial vehicle drive motor assembly, with supply expected to start in the second half of 2025 [3][4] - The company has successfully broken the foreign monopoly in the heavy-duty truck EGR valve market and is expanding its customer base [7] - The company has entered into contracts for commercial satellite projects with Galaxy Aerospace, with ongoing cooperation with China Aerospace Technology Group [10][11] Group 3: Market Position and Competitiveness - The company holds a leading position in the domestic EGR system market for passenger vehicles, supplying major clients such as BYD, Chery, and Geely [6][7] - The EGR technology is positioned as a key solution for energy conservation and emission reduction in both commercial and passenger vehicles, aligning with national policies [5][6] - The company is optimistic about the market prospects for EGR systems, leveraging over 20 years of industry experience [5][6] Group 4: Financial Outlook and Growth Drivers - The revenue contribution from satellite products is expected to be 10-15% in 2024 [10] - The company anticipates significant growth in the precision components sector driven by new project mass production and an expanding customer base [7][8] - The copper busbar business is projected to double in 2025, supported by various vehicle models [8]

中国政府拉美事务特别代表邱小琪表示，当前，实现更高水平发展是中拉双方共同诉求。邱小琪表示， 中方将以中拉论坛为依托，以高质量共建"一带一路"为抓手，重点在五个方面发力。一是提升中拉联通 网络密度和容量，建设陆洋一体的大联通；二是促进贸易和投资便利化，培育开放互利的大市场；三是 深化产能合作，帮助拉方打造自主先进的大产业；四是加强在航空航天、人工智能等领域合作，抓住创 新增长的大机遇；五是加强治国理政经验交流，扩大人员往来，开展平等互信的大交流。 ...

入选"种子企业"，江岸区不仅会给予资金支持，还请金融机构为其提供"知识价值"贷 款、"数易贷"等融资产品，并指派科技、金融、人才、审批、商务、法律、安全、数据等八 类"陪跑员"，陪同解决各类难题。"有这么多支持，我们对未来信心十足。"李帅军表示。 江岸区去年发布深入实施创新发展"彼岸计划"（2024—2026年），"种子企业"培育是重 要一环，将培育200家"种子企业"，每家支持20万元—50万元。 两个月前，江岸区发布"种子企业"征集令，"不设门槛、不定方向"地遴选高质量创业团 队项目和科技型中小企业，优先申报市级科技成果转化项目、中试平台备案，全方位帮助他 们快速成长为高新技术企业、瞪羚企业。 企业还未正式注册成立，就能享受"阳光雨露"：三年内20万元支持，专人"陪跑"解决各 类难题。5月9日，江岸区发布首批15家"种子企业"，两个还未完成企业注册登记的高校创业 团队入选其中。 这两个高校团队分别为研发高端轴承的武汉纳威超晶科技发展有限公司（以下简称纳威 超晶）、专攻无人船的博睿智创科技有限公司，都还在办理企业注册手续，是名副其实 的"种子"。 纳威超晶是武汉理工大学教授、博士生导师尹飞团队创办的企业，博 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：本文来自 allaboutcircuits ，谢谢。 124层印刷电路板在不增加7.6毫米标准板厚的情况下，突破了长期存在的108层的行业上限。 OKI Circuit Technology 推出了一款124 层印刷电路板 (PCB)，这是高密度电子封装领域的一项 里程碑式进展，这是迄今为止已知的半导体测试应用的最高商用堆叠高度。这一进步突破了长期 以来 108 层的上限，并可能标志着人工智能、国防、航空航天和先进通信技术领域基板设计的新 纪元。 124层PCB的横截面 PCB分层的新高峰？ 从纸面上看，从108层到124层的跃升可能微不足道，但在追求精密的PCB制造领域，这标志着 PCB制造能力的根本性转变。信号层数增加15%的同时，并没有增加标准的7.6毫米板厚，而这是 晶圆级测试设备现有尺寸限制的限制。 这绝非易事。由于树脂流动、导通孔塌陷以及层间对准等挑战，传统 PCB 设计在达到 100 层之 前就已达到机械和热性能的极限。迄今为止，可靠地超过 108 层通常意味着必须接受更厚的电路 板或降低可靠性——而 OKI 有效地避免了这些妥协。 高复杂性自然带 ...