Group 1 - The stock price of Digital Certification closed at 39.97 yuan on August 19, 2025, down 1.94% from the previous trading day, with a trading volume of 713 million yuan and a turnover rate of 6.76% [1] - Digital Certification operates in the software development sector, focusing on electronic certification services and cybersecurity products and solutions, which are widely applied in various industrial sectors such as oil and petrochemicals, electricity, and water conservancy [1] - The company has stated its capability to provide cryptographic security services for industrial digital transformation and clarified that it does not currently engage in the eSIM card business, although its cryptographic technology can support the basic security needs of eSIM cards [1] Group 2 - On August 19, the net outflow of main funds for Digital Certification was 72.4586 million yuan, accounting for 0.69% of its circulating market value, with a cumulative net outflow of 51.1906 million yuan over the past five trading days, representing 0.49% of its circulating market value [1]

Investment Rating - The investment rating for the company is "Buy" [1][2] Core Views - The company has shown significant improvement in profitability, with a revenue of 256 million yuan in the first half of 2025, representing a year-on-year growth of 16.55%. The net profit attributable to the parent company reached 14 million yuan, a remarkable increase of 2063.42% [1] - The company is leveraging AI technology to enhance industrial intelligence, with over 187,000 important devices monitored and a substantial database of over 33,000 equipment failure cases [1] - The AI capabilities are beginning to show initial benefits, with the PHMGPT model significantly improving efficiency in fault diagnosis processes, achieving a 3-5 times increase in operational efficiency [1] Financial Summary - The company is projected to achieve total revenue of 760 million yuan in 2025, with a year-on-year growth rate of 30.20% [3] - The net profit attributable to the parent company is expected to reach 152 million yuan in 2025, reflecting a year-on-year growth of 41.34% [3] - The gross margin is forecasted to be 62.76% in 2025, with a return on equity (ROE) of 13.23% [3] - The earnings per share (EPS) for 2025 is estimated at 1.73 yuan, with corresponding price-to-earnings (P/E) ratios of 30.49 for 2025, 22.98 for 2026, and 17.32 for 2027 [2][3]

软件铸魂，芯片筑基 全域智联加速蝶变 展览介绍 2025年9月23日-27日 国家会展中心（上海 ） 5.2馆 新一代信息技术与应用展（ICTS）作为中国国际工业博览会的核心专业展之 一，以" 数字蝶变·智造新生 "为主题，聚焦新一代信息技术与制造业深度融合的前 沿成果。 数字蝶变 · 智造新生 2025中国工博会 新一代信息技术与应用展 "算力的秘密"集成电路展区 ICTS作为工博会最重要的专业展之一，紧贴国家发展战略和市场热点，洞察全 球视野和热议话题，重点关注 新一代移动通信技术、工业互联网、工业操作系统与 软件APP、工业AI场景应用、物联网、边缘计算、信息安全、新一代数据存储与芯 片、数字化工厂、工业品电商与数字化供应链 等热议话题，是国内以工业互联网技 业人士呈现一场标杆盛会。 三大亮点深度呈现 术及场景应用为展示核心的规模最大、规格最高的展会之一，是以工业数字化发展 集中展示半导体产业自主化突破与协同创新成果 "AI的叛逆"工业智能体/工业软件展区 核心国产替代化并 聚焦研发设计、生产控制及工业互联网平台三大领域，全面展现AI赋能 下工业软件的数智化跃迁，为制造业转型注入创新动能 为核心内容的会 ...

Group 1 - The Ministry of Industry and Information Technology and eight other departments issued the "Implementation Plan for Digital Transformation of the Machinery Industry," aiming for widespread application of intelligent technology in product development, manufacturing, management, and service by 2027 [1] - By 2027, the plan targets that 50% of enterprises will achieve a maturity level of intelligent manufacturing at level two or above, with at least 200 exemplary intelligent factories established [1] - By 2030, the plan aims for 60% of key enterprises to reach a maturity level of intelligent manufacturing at level two or above, and to establish at least 500 exemplary intelligent factories [1] Group 2 - Wuhan Investment Holding Group signed a strategic cooperation agreement with Donghu High-tech Zone to establish a humanoid robot mother fund with a total scale of 10 billion yuan [2] - The Hubei Humanoid Robot Innovation Center was inaugurated in June, serving as a hub for training, data collection, and practical applications in the robotics industry [2] - The center aims to support industrialization and prepare for mass production through a nearby ecological intelligent factory [2] Group 3 - Industrial digitalization aims to enhance production efficiency, quality, and flexibility while reducing costs and resource consumption, forming the core of new industrialization [2] - The manufacturing sector is a key application area for artificial intelligence, which accelerates technological innovation in the industrial sector [2] Group 4 - Industrial software has significant long-term potential due to low penetration rates, low domestic production rates, and high technical barriers [3] - The application of industrial large models in China is expanding from single processes to multiple scenarios across various industries, promoting a new stage of digital, networked, and intelligent manufacturing [3] Group 5 - Innovation Qizhi (02121) announced a technical upgrade for its AInnoGC industrial large model, enhancing its reasoning capabilities while maintaining a deep understanding of industrial knowledge [4] - Sensong International (02155) aims to become a leading supplier of core equipment and smart factory solutions in the industrial sector, focusing on design, manufacturing, installation, and operation [4] - Zoomlion (01157) is a leader in the aerial work machinery industry, enhancing its global service strategy through digital and intelligent service methods [5]

智通财经APP获悉，8月1日，工业和信息化部等八部门印发《机械工业数字化转型实施方案》，目标到 2027年，数智技术在产品研发设计、生产制造、经营管理、运维服务等环节广泛应用，智能制造能力成 熟度二级及以上企业占比达50%，建成不少于200家卓越级智能工厂，带动机械企业研发设计、生产制 造、供应链管理数字化智能化水平稳步提升；培育一批既懂行业又懂数字化的系统解决方案供应商，形 成不少于200个优秀场景化解决方案，服务能力显著增强。相关概念股：创新奇智(02121)、森松国际 (02155)、中联重科(01157)。 相关概念股： 创新奇智(02121)：创新奇智宣布旗下AInnoGC工业大模型迎来技术升级，已经完成DeepSeek-R1蒸馏 AInno-75B技术适配。据介绍，通过蒸馏DeepSeek-R1 ，显著提升了AInno-75B的推理能力，同时还保持 了AInno-75B模型对工业知识深入理解和低成本私有化部署的优势。创新奇智始终致力于为客户提供高 效、灵活且经济实惠的AI解决方案。此次技术升级使得AInno-75B能够在更广泛的工业环境中实现部署 应用，满足不同规模企业的需求。 据中心负责人介绍， ...

7月29日，达索系统与凯辉基金、静安产业引导基金合作成立凯辉（达索）数字工业基金。 达索系统集团首席执行官DALOZ Pascal表示，集团拥有四十多年工业软件积淀，在推动制造业数 字化转型方面有着丰富的经验和解决方案。中国市场充满创新活力，达索系统深耕中国市场20 年，始终将创新融入企业基因，聚焦中法企业协同创新，共建数字化生态。未来，达索系统将持续 加大在华投资，期待通过此次合作，将卓越的工业经验与数字化工具带到中国本土产业中，更好地 服务中国市场、赋能本土企业。 凯辉基金管理合伙人段兰春表示，凯辉基金与静安、达索系统均有着良好的合作基础，此次签约是 三方战略合作的进一步深化。凯辉基金将继续发挥桥梁纽带作用和投资能力，尽快促成基金落地、 展开投资合作。期待通过这次合作，助力达索系统更好融入本土创新生态，携手帮助更多具有潜力 的中国软件企业开拓创新，拓宽业务布局。 据了解，凯辉（达索）数字工业基金的设立，致力于探索工业领域数字化、智能化创新路径，进一 步引导企业在AI技术创新、新型工业化等领域加快转型升级，共同推进静安区科技创新和产业创 新，支持静安经济高质量发展。该基金将有力推动静安的产业引导功能与达索系 ...

Core Insights - The article highlights the rise of Pangqi Technology as a leader in the global unmanned factory sector, driven by technological innovation and a strong research and development capability [1][2][4] Company Overview - Founded in 2013, Pangqi Technology focuses on industrial digitalization and intelligence, aiming to create unmanned factories through a comprehensive "software + hardware + data + algorithm" solution [1][4] - The company has achieved over 100 patents and software copyrights, with more than 1,000 projects implemented globally, serving numerous Fortune 500 clients [1] Technological Innovations - Pangqi Technology has introduced pioneering technologies such as the LDS production collaborative unmanned pulling system and the ADS multi-brand robot mixed scheduling system, enhancing automation, logistics intelligence, and data-driven decision-making [2][4] - The company's fully automated OHT product has reduced production cycles by 60% and defect rates by 80%, showcasing significant advancements in the new energy sector [4] Competitive Advantages - The company boasts a unique competitive edge, with a founding team composed of industry veterans from leading listed companies, providing deep insights into industrial processes [5] - Key advantages include: - **Platform Advantage**: The LDS system integrates various processes and logistics into a unified management platform, enhancing operational efficiency [5][7] - **Application Software Advantage**: Development of intelligent software like ADS, MES, and MOM has led to a 50% increase in production efficiency and over 90% reduction in manual intervention [5] - **Hardware Advantage**: A diverse range of mobile robots designed for various applications, contributing to significant cost reduction and efficiency improvements [5] Industry Applications - Pangqi Technology operates across multiple sectors, including new energy, automotive parts, pharmaceuticals, and e-commerce, successfully addressing challenges like data silos and automation gaps [4][7] - The company has implemented solutions in 15 key industry scenarios, providing customized AI digital solutions for unmanned factories [7] Future Goals - The strategic objective is to expand globally from China, aiming to achieve a market valuation of 100 billion yuan and become a leader in global smart factory solutions [7]

Core Insights - The integration of the real economy and digital economy is being actively promoted in China, with industrial digitalization emerging as the main focus area for this integration [1][2] - The shift from consumer internet to industrial internet is seen as a new growth opportunity, as the consumer internet sector enters a stable growth phase and its incremental benefits diminish [1][2] Group 1: Policy and Economic Development - The Chinese government is establishing a robust policy framework to facilitate the deep integration of the real and digital economies, which is crucial for advancing modernization [1] - From 2015 to 2024, the proportion of digitalization policies in the service sector decreased from 65.0% to 31.2%, while industrial digitalization policies increased significantly from 16.0% to 58.4% [1] Group 2: Industrial Digitalization - Industrial digitalization is characterized by four typical models: basic digitalization, big data analysis, AI-driven innovation, and data-driven collaborative networks, which enhance decision-making and supply-demand cycles [2] - The integration of data and new production factors is driving flexible production, improving configuration efficiency, reducing production risks, and fostering new business models [2] Group 3: Supply Chain Management - The integration of real and digital elements is enabling the construction of agile supply chain networks, enhancing management efficiency through automated order tracking and logistics optimization [3] - Machine learning technologies are being utilized to adjust production plans based on market demand fluctuations, thereby increasing supply chain flexibility [3] Group 4: Future Directions - The promotion of real and digital integration is identified as a core task for building a modern industrial system, focusing on upgrading industrial foundations and modernizing supply chains [3] - Strengthening digital infrastructure and facilitating the digital transformation of manufacturing are essential for unleashing the multiplier effect of data elements [3]

Group 1 - High-skilled talents are crucial for promoting high-quality development, leading the direction of new professions and technologies [1] - Zhang Jiming, a national labor model and frontline power maintenance worker, exemplifies the dedication and skill required in the industry [3] Group 2 - In the second quarter of this year, key projects in Ningbo's Yinzhou District commenced, with Zhang Jiming ensuring the proper functioning of power distribution network fault isolation and self-healing equipment [3] - Zhang Jiming, who became deaf at the age of three, memorized over 100,000 device parameters from 17 manuals, evolving from a regular power maintenance worker to the chief expert at State Grid Zhejiang Electric Power [3][5] Group 3 - In 2008, the State Grid proposed the construction of the FA system for power distribution network fault isolation and self-healing technology, which can automatically repair issues within approximately 100 seconds [5] - Zhang Jiming led a team to design and test the system, facing challenges such as a complete system failure after heavy rain [5][7] Group 4 - After extensive testing and redesigning, the fault recovery time was reduced from 100 seconds to 50 seconds, meeting the increasing demands for voltage and current stability in industrial enterprises [7] - The new system generates 215 different types of signals, requiring meticulous attention to detail, with Zhang Jiming comparing over 400 alarm messages and adjusting more than 20,000 electrical signals [9] Group 5 - The fault recovery speed was further reduced to 0.1 seconds, significantly decreasing annual losses for enterprises by over 1 billion yuan [9] - Despite achieving millisecond-level recovery times, Zhang Jiming continues to push for further improvements in the system [9]

4月8日，全球矿业巨头力拓集团(Rio Tinto)全球传播总裁路曦然(Lucy Yurek)一行莅临宝通科技 （300031）参观交流，宝通科技董事长包志方及核心管理团队热情接待。在深入交流中，双方就工业数 字化传播领域的发展前景达成共识，探讨了潜在的合作方向。基于力拓集团的全球化视野与宝通科技的 数字化创新能力，双方期待围绕工业数字化内容创新共同探索包括智能输送、绿色矿山等前沿技术的创 新传播方案。(人民财讯) ...