Core Viewpoint - The company focuses on the industrial internet sector, particularly in the coal mining industry, leveraging advanced technologies to enhance operational efficiency and safety while transitioning towards a data-driven manufacturing paradigm [2][6][8]. Company Overview - The company specializes in industrial internet, integrating IoT, digital twins, AI, and communication technologies to create a smart ecosystem in industrial manufacturing [2][4]. - The main products include smart mining information systems, which consist of various platforms and monitoring systems tailored to meet specific client needs [3][4]. Industry Situation - The smart mining industry aims to enhance safety, efficiency, and reduce manpower through the integration of advanced technologies like AI and IoT [5][8]. - China is experiencing a surge in energy demand, with coal remaining a primary energy source due to its resource endowment, despite the growth of renewable energy [6][7]. - The government has established a comprehensive policy framework to support the intelligent transformation of coal mining, including guidelines and financial incentives [7][9]. Technological Advancements - The company is positioned as a leader in the smart mining sector, with capabilities spanning perception, transmission, and intelligent application layers [14]. - The development of intelligent robots and autonomous driving technologies in mining is gaining momentum, with significant policy support aimed at enhancing safety and operational efficiency [11][14]. Financial Data and Indicators - The company has not needed to restate previous financial data, indicating stable financial reporting practices [15]. - There are no significant discrepancies between the reported financial indicators and previously disclosed quarterly or semi-annual reports [15].

Group 1 - The company has developed a permanent magnet-driven twin-screw extruder that reduces energy consumption by 15% and increases production capacity by 20% [1] - The company has achieved a domestic production rate of over 90% for its equipment, previously dominated by foreign manufacturers with a price premium of up to 20% per unit [1] - The company invests 5% of its annual revenue in R&D, successfully overcoming critical industry challenges [1] Group 2 - The company has implemented a digital twin technology in its smart factory, showcasing real-time operational data and AI optimization for energy consumption [2] - The company's MOM system has led to a 99% inventory accuracy, a 10% reduction in energy consumption, and an 83% increase in central control efficiency [2] - The company has established itself as the leading feed machinery manufacturer in Asia and the second globally, with over 20 billion yuan in orders as of March this year [2] Group 3 - The company aims to be a "technology adapter" for global agriculture and has established a service network with 54 overseas service centers and 300 local engineers [3] - A new smart park is under construction, expected to be operational by September, focusing on high-end intelligent equipment production for grain, oil, and feed [3] - Once fully operational, the new facility is projected to have an annual processing capacity of 50,000 sets of various equipment, with over 60% of products destined for international markets [3]

站在长三角（盐城）智能网联汽车试验场（以下简称"试验场"）的调度指挥中心观景台上，一连串清脆 的刹车声从多功能柔性广场传来，几辆汽车正从三个方向驶向广场中心并实现会车。另一侧的城市场景 模拟区，工作人员正布置"假人"，为下一轮测试做准备，不远处呼啸而过的"飞行汽车"进行着模拟风阻 测试。走进智能网联复杂环境多维模拟平台，暴雨和闪电在工作人员的指令下如约而至，远处的红绿灯 在滂沱雨幕中渐渐模糊，这是在测试智能网联汽车在低能见度下的传感、决策等能力…… 安全，是汽车行业发展的基石。一辆汽车由数以万计的零部件组成，如何才能判定其可靠？测试是必经 之路。走进试验场，成百上千、不同型号的汽车正在多元化场景中开展测试。除了验证单车的"智能"， 这里还是车路协同的试验场，并汇集了清洁能源、低空飞行等前沿交通要素，勾勒出未来智慧交通的蓝 图。 智驾测试平台 创造多个"首创" 2020年11月，中汽股份投资15亿元，布局建设长三角（盐城）智能网联汽车试验场，这是中汽股份继综 合汽车试验场后在盐城建设的第二个项目。2024年7月16日，项目正式启动运营。 畅想未来交通的仿真社会 张子鹏对记者表示，试验场不仅仅是智能网联汽车的试验 ...

Core Viewpoint - The company has proposed a profit distribution plan for 2024, which includes a cash dividend of 1.36 yuan per 10 shares, amounting to a total of approximately 9.91 million yuan, representing 30.01% of the net profit attributable to shareholders for the year [1][2]. Company Overview - The company specializes in developing industrial software and intelligent solutions based on its proprietary LongRuan GIS platform, integrating technologies such as cloud computing, big data, artificial intelligence, and digital twins [3][4]. - The main business areas include smart mining, safety monitoring, smart parks, and "zero-carbon" airports, providing comprehensive digital solutions tailored to the needs of various sectors [3][4]. Main Products - LongRuan GIS platform: A fully autonomous GIS product that supports various applications, including desktop, web, and mobile, with capabilities for spatial data management and analysis [3][4]. - LongRuan 4D-GIS platform: A four-dimensional management platform that integrates real-time data for dynamic modeling and high-precision digital twin mining applications [5][6]. - LongRuan mobile GIS platform: A mobile-native GIS product that facilitates data sharing and application in mining safety management [7]. Intelligent Mining Solutions - The company offers a series of intelligent mining software and solutions, including: - Transparent geological assurance systems that utilize advanced technologies for high-precision geological detection and data integration [8]. - Intelligent control platforms that provide dynamic processing and visualization of geological measurement data [9][10]. - Disaster prevention systems that monitor various hazards in real-time and provide predictive analytics [12]. Industrial Internet of Things Applications - The company has developed a comprehensive automation system that integrates various subsystems for efficient data management and operational control across mining processes [29]. - The intelligent mobile management platform app supports real-time monitoring and decision-making for mining safety and operations [21]. AI and Data Analytics - The AI video intelligent analysis system utilizes deep learning for real-time monitoring and hazard detection in mining operations [30]. - The company has implemented a data middle platform that addresses data management challenges and enhances the efficiency of data utilization across mining operations [20]. Training and Education - The company has established virtual simulation laboratories for training personnel in mining operations, enhancing their skills through immersive experiences [44][46]. - A comprehensive training and examination system is in place to ensure continuous education and skill development for mining employees [48].

Core Viewpoint - The partnership between KSB Shanghai and Chint Automation marks a significant step towards enhancing collaboration in the field of smart manufacturing, aiming to drive digital transformation and expand market opportunities [1][7]. Group 1: Company Profiles - KSB Group is a world-leading supplier of pumps, valves, and system solutions, with over 150 years of technological expertise and innovation, maintaining a strong leadership position in the global pump and valve industry [1]. - Chint Group is a leading enterprise in China's electrical industry, with an annual revenue exceeding 50 billion yuan, recognized as one of the most influential manufacturers of electrical equipment and energy solutions in China [2]. Group 2: Collaboration Details - The signing ceremony involved a visit by KSB Shanghai's General Manager and a team to Chint Automation and Shanghai Xinhua Control Technology Group, where they explored Chint's technical capabilities and application scenarios [3]. - Discussions focused on each company's business strengths, market prospects, and potential collaboration models, particularly in areas such as factory automation, digital twins, intelligent logistics, and predictive maintenance [5]. - The agreement emphasizes a principle of "joint development and win-win cooperation," leveraging each company's technological and market advantages in pumps, automation, and digitalization to create smart manufacturing solutions and enhance customer experience [7]. Group 3: Future Initiatives - The partnership is seen as a strategic starting point, with plans to establish a strategic cooperation leadership group to regularly organize technical and marketing discussions, as well as project alignments, to deepen multi-dimensional collaboration [9].

点击蓝字 关注凯士比 2025年4月9日， 上海凯士比泵有限公司 与 正泰自动化有限公司 在上海成功举行 。此次签约，标志着 双方将在智能制造领域展开更为紧密的深度合作 ，共同推动产业 数字化升级，携手开拓更广阔的市场空间。 作为 世界领先的泵、阀及其系统解决方案供应商 ，凯士比集团凭借150余年的技术积淀与 创新经验，在全球泵阀行业始终保持着卓越的领导地位。 正泰集团作为中国电气行业的龙头企业，拥有完整的低压电器、高压电器、工控自动化等 产业链，年营收超过500亿元，是 中国最具影响力的电气设备制造商和能源解决方案提供 商之一 。 在会议交流环节，与会双方分别就正泰集团 发展历史、核心技术、自动化板块与相关应用 ，及 凯士比北亚区业务布局及上海工厂概况 展开了详细讨论。双方聚焦 工厂自动化、数字孪生、智 能物流、预测性维护 等前沿领域，围绕 KSB ETA项目推进 、 智能制造水平提升 及 市场拓展 合作 进行了深入探讨。 在双方团队的共同见证下， 上海凯士比泵有限公司 与 正泰自动化有限公司 正式签署了 。根据协议，双方将以 "共同发展、合作共赢" 为原则，发挥各自在 泵阀、自动化、 数字化 等领域的 技 ...

编者按 3月19日，2025年雨花经开区"三新"成果发布会举行，40个新技术、新产品、新场景首次亮相，全面彰显雨花经 开区蓬勃向上的科创活力。综观这些新成果，其中不乏一些可能改变行业发展进程、具有重大意义的创新产 品。为更好地讲述新成果背后的研发故事，为长沙打造国家重要先进制造业高地彰显雨花担当，长沙晚报今起 特推出"雨花'智'造，C位出道"系列报道。 长沙晚报全媒体记者 朱泽寰 通讯员 刘佳妮 要将22厘米厚的钢板焊接起来，难度有多大？十多年前，为了完成焊接工序，需要耗费大量时间进行调试，通 常好几天才能确定一套可行的方案。正因为此，中南智能的"大模型具身智能机器人焊接系统"在雨花经开区"三 新"成果发布大会上一经亮相，瞬间成为行业焦点。 这是一台怎样的智能焊接系统？它能解决哪些行业难题？ 提效 工序示教从2小时到2分钟 这一系统以生成式AI为内核，结合工业机理模型与知识图谱，就像给机器人装上了一个聪明的"大脑"。它能够 自动生成工艺参数与路径规划，通过数字孪生技术实时模拟焊接场景，还能兼容国内外多品牌机器人，完美攻 克了传统示教编程效率低、柔性差的难题。 以往，传统机器人依赖人工编程，在焊接复杂曲面工件时 ...

会议要求，要进一步强化数字孪生长江建设组织保障工作，切实提高思想认识，明确委内责任分工，建 立委外联络机制，强化成果宣贯，为高质量推进数字孪生长江建设提供有力支撑。 长江水利委员会总工程师陈桂亚、总规划师徐照明，机关有关部门、委属有关单位负责人参加会议。 会议指出，自2024年7月以来，长江水利委员会按照"1+2+N"路线，全力推进数字孪生长江建设顶层设 计工作，绘制完成了数字孪生长江建设蓝图，初步建立了数字孪生长江建设技术体系，有效探索了数字 孪生长江顶层设计实施路径，数字孪生长江建设顶层设计工作取得系列重要成果。 会议强调，要按照"需求牵引、应用至上、数字赋能、提升能力"的总体要求，加快推进数字孪生长江建 设。一要持续推进先行先试成果提升和集成。汛前尽快完成汉江、澧水防洪"四预"能力建设工作，抓紧 启动数字孪生丹江口、数字孪生江垭皂市成果向数字孪生长江平台的集成工作。二要加快推进在建项目 建设。全面加强长江流域全覆盖水监控系统、数字孪生三峡提升工程等在建项目的整体技术统筹，同时 做好成果集成与复用，形成项目合力。三要抓紧推进示例示范建设。组织做好蓄滞洪区、堤防等数据底 板示例建设，构建可视、可查、可算的标 ...

Core Viewpoint - The combination of Co smo s and Omi n i v e rs e is expected to accelerate the development of physical AI, driving advancements in the intelligent driving and humanoid robot industries [1][7] Group 1: Industry Development - The evolution of CAE software and the CUDA ecosystem demonstrates that iterative improvements in simulation and development tools can significantly accelerate industry development, shorten R&D cycles, and lower engineering implementation thresholds [1][7] - The demand for physical AI is clear, and its widespread application could reduce the time and physical resources required for training in intelligent driving and humanoid robots [7] Group 2: Investment Opportunities - Three investment themes are suggested: 1) Hardware suppliers for Co smo s and Omi n i v e rs e 2) The supply chain of intelligent driving and humanoid robots 3) Main manufacturers of intelligent driving and humanoid robots [1][7] Group 3: Technological Advancements - Co smo s provides a series of physical AI models that offer end-to-end scalability for complex training systems, utilizing 20 million hours of real-world data to create realistic synthetic videos for training [3] - The integration of Co smo s with the Omi n i v e rs e platform allows developers to create 3D scenes and generate realistic videos, enhancing the quality of training resources for intelligent driving companies [4] Group 4: Market Projections - The penetration rate of L3 intelligent driving is expected to reach 20% by 2029, an increase of 4 percentage points compared to non-physical AI-assisted scenarios, with the market for intelligent driving simulation software projected to reach 13.9 billion yuan by 2034 [4] - The global market for large language models in humanoid robotics is anticipated to exceed 100 billion dollars by 2028, driven by partnerships with leading humanoid robot manufacturers [5]

Core Viewpoint - The global manufacturing molds and dies market is projected to reach USD 3.47 billion by 2031, with a compound annual growth rate (CAGR) of 6.9% over the coming years [2]. Market Overview - Manufacturing molds and dies are essential tools for mass production of industrial components, significantly enhancing production efficiency and reducing costs [1]. - The automotive sector is the largest demand source, accounting for approximately 46.5% of the market share [11]. - Linear molds dominate the product type segmentation, holding about 35.6% of the market share [9]. Key Market Players - The top ten manufacturers in the global manufacturing molds market hold around 34.0% of the market share as of 2022 [6]. Market Drivers - Global manufacturing upgrades and automation developments are driving the demand for high-precision molds [13]. - The growth of the automotive industry, particularly in electric vehicles and lightweight materials, is increasing the need for advanced precision molds [13]. - The miniaturization trend in electronic products is creating a strong demand for high-precision molds in the semiconductor packaging sector [13]. - The aerospace and high-end manufacturing sectors are also contributing to the rising demand for high-performance molds [13]. Challenges - Fluctuations in raw material prices, particularly high-quality steel, can impact cost control in mold manufacturing [15]. - Rising manufacturing costs due to increased energy, labor, and environmental compliance requirements are pressuring profit margins [15]. - High technical barriers in producing advanced molds limit market entry for some companies [15]. - International competition remains intense, particularly from developed countries with established technological advantages [15]. Opportunities - The development of the electric vehicle supply chain is increasing the demand for high-precision molds [16]. - The semiconductor and electronic packaging mold market is expected to grow due to advanced packaging technologies [16]. - The acceleration of domestic substitution in markets like China and India presents growth opportunities for local manufacturers [16]. - The integration of smart molds and digital manufacturing technologies is enhancing production efficiency [16]. - Sustainable mold materials and recycling technologies are likely to reduce costs and improve sustainability [16]. - The Belt and Road Initiative is expected to boost demand for molds in emerging markets [16].