重庆秦安机电股份有限公司 2025 年半年度报告 公司代码：603758 公司简称：秦安股份 重庆秦安机电股份有限公司 重庆秦安机电股份有限公司 2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、 完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人 YUANMING TANG、主管会计工作负责人丁锐佳及会计机构负责人（会计主管人员） 代莉声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 本报告期不进行利润分配及资本公积金转增股本。 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告涉及的公司未来发展和相关计划等前瞻性陈述，不构成公司对投资者的实质性承诺， 请投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完 ...

Domestic Macro - The National Development and Reform Commission (NDRC) is accelerating the establishment of new policy financial tools to encourage private enterprises to participate in major national projects [6][7] - The State Council issued an opinion on gradually implementing free preschool education, which will exempt public kindergarten fees for the last year of preschool starting from the autumn semester of 2025, benefiting approximately 12 million children [6][7] - The Central Committee of the Communist Party and the State Council issued regulations to reduce formalism and lighten the burden on grassroots levels [6][7] Industry Policy - The People's Bank of China (PBOC) emphasized the continuation of a moderately loose monetary policy for the second half of the year [7][8] - The Ministry of Industry and Information Technology (MIIT) issued a digital transformation implementation plan for the machinery industry [7][8] - Starting from August 8, the interest income from newly issued government bonds and financial bonds will be subject to VAT again [7][8] Local Policy - The Hangzhou Municipal Committee emphasized cultivating new growth points in service consumption [8][9] - The Shanghai Municipal Government issued measures to support enterprises in enhancing basic research, with subsidies up to 10 million yuan [8][9] - The Guangdong Provincial Financial Management Bureau issued guidelines for loan interest subsidies for manufacturing and high-tech enterprises [8][9] Overseas Dynamics - On August 2, U.S. President Trump signed an executive order imposing tariffs ranging from 10% to 41% on countries that have not reached agreements with the U.S., effective from August 7, 2025 [9][25] - OPEC+ agreed to significantly increase oil production in September [9][25] - The Bank of England lowered its key interest rate by 25 basis points to 4% on August 7 [9][25]

Core Insights - The sixth Urban Innovation Ecosystem Index Report was released in Suzhou, focusing on urban innovation ecosystem construction and the development of new productive forces [1][2] - Suzhou aims to become a global highland for scientific innovation, promoting the gathering of global wisdom to create an entrepreneurial paradise [1] - The report serves as a reference for the innovation ecosystem development of Suzhou and other cities, published annually since 2020 by the Suzhou Innovation Ecosystem Research Institute [1] Group 1 - Peter Major, Executive Chairman of the United Nations Committee on Science and Technology for Development, emphasized that innovation is the core driving force for development and highlighted the importance of building an open innovation ecosystem to enhance international competitiveness and economic resilience [1] - Major stated that a city must possess a unique and irreplicable innovation ecosystem to ensure sustainable innovation development [1] - The United Nations Committee will continue to support research related to innovation development and economic resilience [1] Group 2 - Shiqinfen, Director of the Suzhou Innovation Ecosystem Research Institute, pointed out that without a systematic approach to building a unique innovation ecosystem, the rootedness of talent and the resilience of the city would be fragile [2] - The research institute advocates for the innovation ecosystem to serve as a "key" to break the cycle of homogenization in urban development, providing new pathways for high-quality development [2] - Experts, including Ma Jiantang and Zhang Ping, shared insights on topics such as cultivating embodied intelligence industries and characteristics of top AI talent during the conference [2]

Group 1 - The core viewpoint of the article emphasizes the importance of innovation ecosystems in urban development, highlighting the release of the "2025 China 100 Cities" and "2025 Yangtze River Delta 41 Cities" innovation ecosystem index reports [1][2] - The reports rank cities based on various innovation metrics, with Beijing, Shanghai, Shenzhen, Suzhou, and Guangzhou among the top 20 in the "China 100 Cities" index, while Suzhou and Nanjing have consistently ranked in the top ten for five consecutive years [1][2] - The forum discussed various themes related to innovation, including the cultivation of intelligent industries, AI talent characteristics, and the role of technology in urban renewal, showcasing a wide range of perspectives from experts [2] Group 2 - The index was developed through collaboration among numerous experts and institutions, indicating a rigorous validation process involving multiple rounds of data testing and discussions [2] - The article highlights the view of Dr. Shi Qinfeng, who argues that a city's unique innovation ecosystem is crucial for its resilience and talent retention, suggesting that such ecosystems cannot be easily replicated [3] - The research institute aims to become a "wisdom library" by collaborating with various research organizations and data companies, promoting innovation ecosystems as a key to overcoming homogenization challenges and achieving high-quality urban development [3]

Core Viewpoint - Shenzhen is focusing on high-quality economic development, aiming for a GDP growth target of 5.5% in 2024, while showcasing its strengths in various emerging industries such as robotics, low-altitude economy, and synthetic biology [5][8]. Group 1: Economic Development and Growth Targets - Shenzhen's GDP exceeded 3.68 trillion yuan in 2024, with a land area of less than 2000 square kilometers [5]. - The city is committed to high-quality development, emphasizing the importance of local street-level economic contributions [5][6]. Group 2: Robotics Industry - Shenzhen is emerging as a hub for robotics, with companies like Zhongqing Technology showcasing innovations such as humanoid robots and advanced robotics capabilities [6][7]. - The "Robot Bay" area in Nanshan District is home to numerous high-tech enterprises and research institutions, fostering a collaborative innovation environment [7][8]. Group 3: Low-Altitude Economy - The low-altitude economy is recognized as a strategic emerging industry in Shenzhen, with initiatives like drone delivery and air taxis becoming increasingly common [8][9]. - The Bao'an District is developing a low-altitude economic industrial park, which serves as a public service platform for low-altitude enterprises [9]. Group 4: Synthetic Biology - Synthetic biology is a key focus area for Shenzhen, with the Guangming District leading in this field and establishing a strong industrial base [10][11]. - The New Lake Street in Guangming is a significant cluster for synthetic biology, housing various innovation centers and research facilities [10]. Group 5: Infrastructure and Urban Development - The Shenzhen Financial Culture Center is being developed as a new financial hub, enhancing the city's urban landscape and economic potential [12]. - Various districts are actively promoting industrial space development to support high-quality economic growth, with a focus on advanced manufacturing [13]. Group 6: Consumer Growth and Economic Activity - The city is witnessing a surge in consumer activity, particularly in the Fuyuan District, which has maintained the highest retail sales in Shenzhen [14]. - Events like the "Four Seas Family Grand Parade" have significantly boosted tourism and retail sales, indicating a vibrant consumer market [14]. Group 7: Support for Enterprises - Shenzhen's streets are adopting diverse service models to support local enterprises, enhancing the overall business environment [15][16]. - The government is facilitating collaboration between leading companies and local businesses to drive innovation and efficiency [17].