在技术集成突破方向，开发毫米级导航精度系统，"中策未来工厂"项目入选行业标杆；北美团队推动 AGV+5G 技术出海，定制化方案提升客户仓储效率50%。 事件： 维持"买入"评级。考虑到海外部分地区需求受关税政策影响出现短期波动，我们略微下调2025-2026 年、并新增2027 年盈利预测，预计2025-2027 年归母净利润分别22.20/24.83/28.34 亿元（原2025-2026 年 分别22.85/25.94 亿元），目前股价（2025/8/22）对应2025/26/27 年PE 分别为13、12、10X，公司作为 国内头部的叉车制造企业，通过泰国产能建设提升海外市场响应速度，未来有望受益于叉车行业电动化 及全球化趋势实现业绩增长，维持买入评级。 公司发布2025 年中报：2025 年上半年实现营业收入93.02 亿元，同比+8.74%；归母净利润11.21 亿元， 同比+11.38%；单季度来看，2025Q2 公司实现营业收入47.96 亿元，同比+9.43%，环比+6.42%；实现归 母净利润6.85 亿元，同比+9.08%，环比+57.03%。 点评： 技术研发+全球化推广双轮驱动，产品智 ...

天眼查App显示，近日，合肥博泽精密机械科技有限公司成立，法定代表人为赫红莉，注册资本68万人 民币，经营范围为一般项目：智能机器人销售；智能机器人的研发；工业机器人销售；工业机器人制 造；通用设备制造（不含特种设备制造）；机械设备研发；机械设备销售；智能车载设备销售；移动通 信设备销售；新材料技术推广服务；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推 广；工业控制计算机及系统销售；工业控制计算机及系统制造；人工智能基础软件开发；人工智能公共 服务平台技术咨询服务；人工智能应用软件开发；人工智能基础资源与技术平台；人工智能行业应用系 统集成服务；人工智能硬件销售；人工智能通用应用系统；软件开发；网络设备销售；工业互联网数据 服务；工业设计服务；5G通信技术服务；技术进出口；货物进出口（除许可业务外，可自主依法经营 法律法规非禁止或限制的项目）。 ...

8月18日，记者从省通信管理局获悉：截至6月底，陕西电信业务总量达245.7亿元，同比增长 12.4%；电话用户总数5911.5万户，固定宽带接入用户数2061.0万户；新增5G基站7455个，总数达13万 个，5G用户普及率79.1%，建成万兆无源光端口82.1万个。 今年以来，省通信管理局不断加强网络基础支撑，提升行业服务水平，筑牢网络安全屏障，为陕西 经济社会发展作出积极贡献。上半年，该局组织基础电信企业参与电力市场交易，交易规模达29亿千瓦 时，累计完成全省2.15万个重点场景覆盖提升，优化高铁、高速公路、地铁等重点交通线路共计1.14万 公里，组织行业梳理高质量项目44个、总投资152亿元，梳理基础电信企业算力中心50个、标准机架8.9 万架，全省工业互联网二级节点注册企业达838家，标识注册量3.74亿个，解析量5104万次，赋能产业 链协同效率显著提升。 省通信管理局全面落实"信息通信暖心服务十件实事""明白办、放心用"等重点工作，开展虚假宣 传、疑难服务问题专项整治，积极推广"来电来信免打扰"防骚扰服务，注册用户数超4400万户，同比提 升72.58%，占在网用户比重为73.51%；推进数字适 ...

转自：北京日报客户端 "十四五"以来，石景山地区生产总值一年迈上一个百亿元台阶，从2020年的973.8亿元，增加至2024年 的1312.9亿元。今年上半年，实现地区生产总值696.6亿元、同比增长7.6%，增速居中心城区第一。 "石景山因首钢而生，因奥运而兴。近年来，全区深入实施城市更新和产业转型两大战略，走出了一条 从'复兴愿景'到'幸福实景'的创新之路。"日前，石景山区区长万隆在"一把手发布·京华巡礼"系列主题新 闻发布会石景山专场上介绍。 二三产业占比从7:3到1:9 今年，服贸会以"一会一址"形式永久落户首钢园，石景山区将工业遗存改造与现代会展需求相结合，打 造面积近2平方公里，集办展、游玩、购物、住宿等多功能于一体的特色"会展小镇"，迎接广大来宾到 石景山区做客。 城市面貌焕新升级 石景山区副区长曹世辉介绍，"十四五"期间，石景山区统筹实施481个城市更新项目，带动投资超900亿 元；开展老旧小区改造，提前完成楼本体改造任务；实施五大棚改，惠及14200余户居民；推进老旧厂 房更新，首钢园成为首都城市复兴新地标，2024年游客量达到1300万人次。 尤其是针对作为老工业基地时代遗留的老厂房、老旧 ...

公告显示，经初步测算，本次交易预计不构成《上市公司重大资产重组管理办法》《科创板上市公司重 大资产重组特别规定》规定的重大资产重组且不构成关联交易，本次交易不会导致泰凌微实际控制人发 生变更。 交易行情显示，8月22日，泰凌微股价收涨3.63%，收于52.88元/股，总市值127.3亿元。 北京商报讯(记者马换换王蔓蕾)8月22日晚间，泰凌微(688591)披露公告称，公司拟以发行股份及支付现 金的方式购买上海磐启微电子有限公司(以下简称"磐启微")的全部或部分股权(控股权)并募集配套资 金。公司股票自8月25日开市起开始停牌，预计停牌时间不超过10个交易日。 磐启微官网显示，公司系智慧物联网、工业互联网芯片设计企业，成立于2010年，总部设立于中国上 海，并在苏州和深圳分别设立了研发中心及分公司。公司拥有低功耗广域网(LPWAN)Chirp-IoT系列、 BLE系列、BLE-lite系列三大产品，广泛应用于资产管理、室内定位、工业互联、智能家居、智慧城市 等领域。 ...

Group 1 - The competition among the top 30 cities in terms of economic total is ongoing, with cities needing to consolidate advantages and avoid complacency, while those lagging must accelerate transformation efforts [1] - Cities like Guangzhou, Foshan, and Dongguan are encouraged to develop clear industrial upgrade plans, including a negative list of industries to guide resource allocation towards high-tech and high-value-added sectors [1][2] - The importance of talent upgrade is emphasized, with local governments needing to attract high-end talent and optimize educational programs to meet industry demands [2] Group 2 - Foshan's economic foundation lies in traditional manufacturing, and its upgrade is crucial for stability, with potential for AI applications in manufacturing processes [3] - The cultivation of emerging industries is vital for Foshan to secure future competitive advantages, focusing on specific sectors like semiconductors and renewable energy [3] - Cities with slower growth should leverage cross-border e-commerce to enhance their industrial strengths and build independent brands, while local governments should facilitate resource integration and global innovation networks [4]

Group 1 - Shanghai Xiangyuan Internet of Things Technology Co., Ltd. has been established with a registered capital of 10 million RMB [1] - The company is wholly owned by Xiangyuan International Logistics (Shanghai) Co., Ltd. [1] - The legal representative of the new company is Shan Tichao [1] Group 2 - The business scope of Shanghai Xiangyuan Internet of Things Technology Co., Ltd. includes IoT technology research and development, IoT application services, supply chain management services, customs declaration, international and domestic freight forwarding, and ordinary cargo warehousing services [2] - The company is classified under the transportation, warehousing, and postal industry, specifically in the multi-modal transport and freight forwarding sector [2] - The company is registered in Jing'an District, Shanghai, with a business duration until August 19, 2025, and no fixed term thereafter [2]

Core Viewpoint - The company, Harbin Electric Group Jiamusi Electric Machine Co., Ltd., has approved a proposal to increase capital for its wholly-owned subsidiary, Jiamusi Electric Machine Co., Ltd., to implement fundraising projects, aiming to diversify its business structure and enhance resilience against market fluctuations [1]. Group 1: Company Actions - The company held its 37th meeting of the 9th Board of Directors and the 30th meeting of the 9th Supervisory Board on March 27, 2025, where the capital increase proposal was approved [1]. - The subsidiary, Jiamusi Electric Machine Co., Ltd., has completed the necessary business registration changes and received a new business license from the Jiamusi Market Supervision Administration [1]. Group 2: Business Scope Expansion - The subsidiary plans to expand its business scope to include manufacturing and sales of communication equipment, instruments, IoT devices, information system integration services, industrial internet data services, and sales of mechanical parts [1][3]. - The updated business scope also includes general projects such as electric motor manufacturing, electrical equipment sales, and various technical services [3]. Group 3: Company Information - The registered capital of Jiamusi Electric Machine Co., Ltd. is 12.193981 billion yuan, and it was established on June 23, 2000 [2]. - The company operates under the jurisdiction of Jiamusi City, Heilongjiang Province, with multiple business locations [2].

Group 1 - The market saw a broad increase, with the ChiNext Index and the Sci-Tech 50 leading the performance, while the dividend and micro-cap indices lagged behind [10][12] - The communication, electronics, and non-bank financial sectors showed the highest gains, whereas the banking, steel, and textile sectors performed the weakest [12][31] - The relative PE of the ChiNext Index to the CSI 300 increased, indicating a rising valuation compared to the broader market [17][22] Group 2 - The overall valuation of major indices is at a high percentile compared to the past year, with the ChiNext Index showing a PE of 36.2 and a PB of 4.6, indicating a premium valuation [23][31] - The financial and real estate sectors are valued above the 50% historical percentile, while materials, equipment manufacturing, industrial services, transportation, consumption, and technology are below 50% [24][34] - The food and beverage, agriculture, and public utilities sectors are currently considered undervalued, with their valuations at near one-year lows [34][41] Group 3 - The report highlights that the semiconductor materials, digital currency, and 6G sectors are currently at high valuation percentiles compared to their three-year history [41][42] - The profitability expectations across various industries have seen slight adjustments, with the beauty and personal care sector experiencing the largest upward revision [4][20] - The report suggests that the current valuation of the non-bank financial, public utilities, agriculture, food and beverage, and social services sectors is relatively low based on the PB-ROE perspective [38][39]

Core Viewpoint - The article highlights the recognition of Haibo Shichuang as an advanced intelligent factory in Beijing, emphasizing its role in driving digital transformation in the renewable energy sector through high-performance energy storage products and smart manufacturing technologies [2][4]. Group 1: Intelligent Factory Recognition - Haibo Shichuang was awarded the title of advanced intelligent factory by the Beijing Economic and Information Technology Bureau, showcasing its capabilities in smart manufacturing and its contribution to the digital transformation of the renewable energy industry [4][12]. - The evaluation focused on key dimensions such as the safety of critical technology equipment, the reserve of smart manufacturing professionals, and the maturity of smart manufacturing capabilities [4]. Group 2: Technological Integration - The intelligent factory integrates cutting-edge technologies such as artificial intelligence, digital twins, and big data, creating a comprehensive intelligent system that covers research and development, production, and operational management [5][6]. - A digital 3D model of equipment and buildings has been established, allowing for real-time interaction and collaboration between the physical factory and its digital twin [6]. Group 3: Smart Manufacturing Ecosystem - The factory has developed a digital design platform that integrates leading simulation software, enabling virtual verification and optimization of product performance [7]. - A digital twin factory has been created to simulate production processes, allowing for the visualization and transparency of production quality, equipment status, energy consumption, and performance predictions [7][9]. Group 4: Lifecycle Services and Value Creation - The intelligent factory has transformed from a traditional product manufacturer to a service-oriented manufacturing benchmark, establishing a full lifecycle service platform for each battery cell with unique digital identity codes [9]. - Through IoT technology, the factory collects comprehensive data from product design to delivery, providing predictive maintenance and energy efficiency optimization services during the operational phase [9]. Group 5: Sustainability and Carbon Footprint Management - The factory has implemented a carbon footprint management system that optimizes production processes through digital twin technology, significantly reducing carbon emissions per unit product compared to industry averages [11]. - The newly designed energy storage products feature energy recovery capabilities, promoting efficient energy utilization and earning the "Beijing Green Factory" certification [11]. Group 6: Industry Standards and Innovation - Haibo Shichuang actively participates in the formulation of smart manufacturing standards, leveraging its extensive experience in the energy storage sector to lead or contribute to multiple industry standards [12]. - The successful practices of the intelligent factory not only revolutionize the company's production model but also promote high-quality and sustainable development across the entire industry chain [12].