本报讯 （记者朱文达）近日，以"破壁·重塑"为主题的潍柴动力股份有限公司（以下简称"潍柴"）矿山 动力第二代新品发布会在内蒙古自治区鄂尔多斯市举办。 转自：中国质量报 活动现场，潍柴同期发布WP17T甲醇、WP16NG、WP14T等增程专用发动机。这些产品是潍柴应对智 慧绿色矿山提出的解决方案，融合潍柴先进的柴油发动机技术与高效电驱动技术，提升效率、降低油 耗，同时展现出强大的燃料灵活性和经济性，满足不同应用场景的需求，推动矿山动力绿色转型。此 外，WP17T甲醇发动机是潍柴历时10年、累计投入1.2亿元经费，为宽体自卸车精心打造的行业独有满 足长时间无故障运行的专用甲醇发动机。在产品研发期间，潍柴解决了低温起动、腐蚀、机油乳化、早 燃爆震等10余项行业难题，并申报专利120多项。随着第二代矿山产品的推出，潍柴将凭借更卓越的产 品性能为矿山行业注入全新动力，推动整个行业的技术升级和绿色发展。 发布会上，潍柴动力矿山服务基地正式揭牌。潍柴依托强大的服务网络，推出"多、快、好、省"矿山服 务全套解决方案。潍柴依托5000余家服务站，组建技术、质量、服务在内的矿山专家团队驻矿，并提供 专属服务，免费提供"24小时支 ...

以下文章来源于市值观察 ，作者市值观察 市值观察 . 聚焦上市公司市值与价值 申请入围"中国IC独角兽" 半导体高质量发展创新成果征集 2024年，北方华创以56.21亿元的归母净利润罕见反超中芯国际，成为A股半导体行业新的"盈 利王"。 很难想象，十年前这家公司的归母净利润还只有区区 4187万。 从 4187万到56.21亿，十年时间翻了134倍，北方华创不仅成了A股半导体产业最能赚钱的企 业，也是整个A股市场过去十年利润增幅最高的企业。 01 中国第一，中国唯一 北方华创是根正苗红的半导体国家队。 公司由七星电子与北方微电子重组合并而来，其中七星电子的历史最早可以追溯到苏联援建时 期，曾开发过中国第一台扩散炉和等离子刻蚀机，可以说继承了中国自建国以来半导体设备发 展的几乎全部技术遗产。 2018和2020年，北方华创又分别收购美国Akrion Systems LLC公司、北广科技射频应用技 术相关资产，不断丰富高端集成电路设备产品线。 悠久的发展历史，厚重的技术储备，持续的外延扩张，所有这些共同决定了北方华创的新陈代 谢要比友商快得多。到今天，公司已经成为国内产品覆盖度最广的半导体设备公司。 半导体设备 ...

Investment Rating - The report maintains a "Buy" rating for the company, with a target price of 6.84 CNY based on a 38x PE ratio for 2025 [5][11]. Core Insights - The company reported a slight revenue increase of 0.4% to 2.4 billion CNY for 2024, while net profit attributable to the parent company decreased by 14.9% to 293 million CNY [1][10]. - The first quarter of 2025 saw a revenue decline of 9.5% to 416 million CNY, but net profit attributable to the parent company grew by 2.7% to 9.39 million CNY [1][10]. - The company is expected to enter an accelerated growth phase, driven by the maturation of its new digital core system DAP and the acceleration of domestic ERP replacement in state-owned enterprises [10]. Financial Performance Summary - **Revenue**: 2023A: 2,389 million CNY, 2024A: 2,398 million CNY, 2025E: 2,722 million CNY, 2026E: 3,126 million CNY, 2027E: 3,599 million CNY [4]. - **Net Profit**: 2023A: 344 million CNY, 2024A: 293 million CNY, 2025E: 340 million CNY, 2026E: 445 million CNY, 2027E: 595 million CNY [4]. - **Gross Margin**: 2024A: 55.6%, with a slight decline from previous years [10]. - **Operating Cash Flow**: Increased by 4.5 million CNY in 2024, indicating improved operational quality [10]. Future Outlook - The company is expected to see a rebound in net profit growth, with projections of 340 million CNY in 2025, 445 million CNY in 2026, and 595 million CNY in 2027 [11]. - The digital enterprise business is anticipated to accelerate, supported by advancements in AI applications and the development of new power systems [10].

2025 年 05 月 15 日 纳芯微 (688052) ——1Q25 业绩超预期，持续发力汽车电子业务 报告原因：有业绩公布需要点评 买入（维持） | 市场数据： | 2025 年 05 月 14 日 | | --- | --- | | 收盘价（元） | 179.48 | | 一年内最高/最低（元） | 214.00/80.48 | | 市净率 | 4.3 | | 股息率%（分红/股价） | - | | 流通 A 股市值（百万元） | 25,581 | | 上证指数/深证成指 | 3,403.95/10,354.22 | | 注："股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 03 月 31 日 | | --- | --- | | 每股净资产（元） | 41.50 | | 资产负债率% | 21.21 | | 总股本/流通 A 股（百万） | 143/143 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： 05-14 06-14 07-14 08-14 09-14 10-14 11-14 12-14 01-14 02-14 03-14 04- ...

Core Viewpoint - The company, Yingfang Software, is facing significant challenges in 2024, with a notable decline in revenue and net profit due to macroeconomic factors, increased competition, and tightened customer budgets [2][4][19]. Financial Performance - In 2024, the company's operating revenue was 190.49 million yuan, a decrease of 21.65% compared to 2023 [2][18]. - The net profit attributable to shareholders was -28.59 million yuan, a decline of 164.29% year-on-year [2][19]. - The net profit after deducting non-recurring gains and losses was -44.74 million yuan, down 267.99% from the previous year [2][19]. - The company's cash flow from operating activities was -38.19 million yuan, a decrease of 1,273.24% compared to the previous year [19]. Investment and R&D - The company maintained a high level of investment in research and development, with R&D expenses accounting for 55.93% of operating revenue, an increase of 18.53 percentage points from the previous year [20][28]. - As of December 31, 2024, the company held 204 patents, including 58 invention patents and 146 software copyrights [29]. Market Position and Competition - The company operates in the data replication software industry, which is characterized by a relatively small market size in China compared to foreign counterparts [14][15]. - The domestic disaster recovery market was approximately 735 million USD in 2023, with a year-on-year growth of 11.8% [14]. - The company has developed a comprehensive product line that includes disaster recovery, backup, and cloud data management solutions, achieving competitive parity with foreign products in key functionalities [21][22]. Risks and Challenges - The company faces risks related to significant revenue decline and potential losses due to macroeconomic conditions, customer budget constraints, and prolonged approval cycles [4][19]. - The reliance on financial industry clients, which accounted for 30.44% of the company's main business revenue, poses a risk if investment scales in this sector decrease [8]. - The company is also exposed to legal risks, having been involved in multiple lawsuits, although recent rulings have been favorable [9][10]. Use of Funds - The company raised approximately 809.80 million yuan through its initial public offering, with net proceeds of about 731.66 million yuan after deducting fees [31]. - As of December 31, 2024, the progress of key fundraising projects was reported at various completion rates, with some projects experiencing slower-than-expected progress [34][35].

自 2018 年以来，中美之间的贸易摩擦持续存在，且难以在短时间内解决。尽 管如此，中国对美国的出口表现并不完全悲观。数据显示，到 2024 年，中国 对美国的出口占总出口比例下降至 14.7%，相比 2018 年下降了 4.6 个百分点。 然而，从绝对额来看，对美国的出口在 2024 年仍比 2018 年略微增长了 4.9%。此外，在全球疫情期间，欧美补贴导致需求爆发，使得 2021 年和 2022 年的出口创下历史新高。 • A 股市场应关注核心安全资产（交运、金融等）、科技创新自主可控领域 （计算机、电子通信等）及大消费主题。中美关税风波导致人工智能产业 链硬件跨境成本提升，但 AI 摩尔定律持续发挥作用，降低了 AI 应用成本。 • DPCR Two 持续攀升推动效率提升，企业将一次性硬件开发投入转化为订 阅化投入。国产算力渗透率将持续提升，硬件供需剪刀差正在缩窄。信创 国产化趋势不可逆转，2027 年设定具体指标，基础软件公司将受益。 • 最新关税情况对通信行业出口链边际改善明显，自主可控、高质量国产化 仍是中长期投资主线。光模块、光通信以及与 AI 强相关的运营商是很好的 配置方向，如新易盛。6G ...

证券代码：300370 证券简称：安控科技 四川安控科技股份有限公司投资者关系活动记录表 编号：2025-001 | 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） | | 参与单位名称及人员姓名 | 线上参与公司2024年度网上业绩说明会的全体投资者 | | 时间 | 2025年05月14日 15:00-16:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | | 董事长 张志刚 总经理 张磊 | | 上市公司接待人员姓名 | 财务总监 陈黎 | | | 董事会秘书 王超 | | | 独立董事 宋刚 1.公司在工业自动化领域的新产品研发进展如何 | | 投资者关系活动主要内容 | 公司在中型PLC U200方面实现重大突破，成功开发具备512至2000 | | | 答:尊敬的投资者，您好！2024年公司新产品研发情况：一是 | | | 物理点容量、双机架结构、SOE功能及大小系统 ...

据介绍，联想凌拓的业务战略重点体现在三个方面。首先，公司始终专注于数据存储管理基础设施这一核心定位，自去年九、十月起加快产品迭代节奏，全 线产品性能翻番，性价比显著提升。其次，为满足中国市场对 "国产化" 和 "安全可控" 的迫切需求，联想凌拓在产品命名、研发体系、本地生态对接以及供 应链管理上投入大量资源，构建了可控的本地供应链和强大的本地化服务体系。最后，AI 领域的应用成为重中之重，联想凌拓已部署端到端的完整方案， 覆盖数据管理在 AI 全流程中的各个环节，并提供多套定制化方案以适应不同行业和场景的需求。 杨旭总结道："联想凌拓今年的战略可归纳为'快速迭代更新产品、深化国产化与可控供应链布局、实现 AI 场景端到端覆盖'。" 随后，杨旭详细介绍了 "联想问天" 品牌的推出背景和战略意义。他表示，在国产化、自主可控成为市场核心诉求的当下，联想凌拓需要一个更聚焦于本地 自主研发与供应链安全的品牌。"联想问天" 系列将与联想凌拓其他子品牌协同发力，形成互补、同向发展的格局。 联想ThinkSystem 继续代表全球领先的存储系列，而 "联想问天" 则专注于国产化、自主可控，从研发到零部件采购、供应链管理再到本 ...

Core Viewpoint - The launch of the second generation of mining power products by Weichai Power marks a significant advancement in China's mining equipment industry, transitioning from a follower to a competitor on the global stage [1][3][4]. Product Development - Weichai Power has upgraded its mining power products, focusing on high reliability, low fuel consumption, and smart technology, with the new series including M series and H/T series products [5][6]. - The M series features 10 models with displacement ranging from 19.6L to 87.5L and power from 522kW to 2800kW, suitable for various large mining equipment [5]. - The H/T series includes models WP14T, WP15H, and WP17T, designed for wide-body dump trucks and excavators, achieving over 10% lower fuel consumption than the industry average [6]. Technological Innovation - The development of the WP17T methanol engine, which took 10 years and involved an investment of 120 million yuan, addresses several industry challenges and is the first of its kind for long-term reliable operation in wide-body dump trucks [9]. - Weichai's technological advancements are rooted in nearly 80 years of experience in internal combustion engine manufacturing, evolving from technology introduction to independent innovation [11][13]. Market Positioning - The introduction of the second generation of products is seen as a key step in establishing a complete independent innovation system in mining power, enhancing national resource security [1][3]. - Weichai's products have been recognized internationally, breaking the foreign technology monopoly in the large-tonnage mining equipment engine sector [13]. Service and Support - Weichai has established a mining service base to address common industry pain points such as slow parts response and high maintenance costs, offering comprehensive solutions [15][17]. - The company has built a professional mining expert team and a global parts supply network, ensuring timely support and a high level of service efficiency [17].