11月21日，N大鹏在北交所上市，开盘价35.09元，涨289.89%，随后该股股价震荡上涨， 盘中 触发两次临停， 涨幅一度超过800%，截至发稿，涨 664.56%，报68.81元。 招股书显示，大鹏工业是工业精密清洗领域专用智能装备生产商，产品及服务主要应用于车辆动力总成、新能源三电系统等核心零部件的精密清洗领域。 同时，公司在现有业务技术经验及市场资源等基础上，加速布局机器视觉检测产品，形成企业发展的第二曲线。 编辑丨瑜见 ...

Group 1 - The core viewpoint of the news is that Lanzhou Lanshi Heavy Equipment Co., Ltd. has seen a stock price increase of 6.13%, reaching 8.14 CNY per share, with a trading volume of 440 million CNY and a turnover rate of 4.28%, resulting in a total market capitalization of 10.633 billion CNY [1] - The company, established on October 22, 2001, and listed on October 9, 2014, operates in various sectors including traditional energy chemical equipment, new energy equipment, industrial intelligent equipment, and energy-saving environmental protection equipment [1] - The main revenue composition of the company includes traditional energy equipment (50.98%), metal new materials (16.65%), engineering contracting (12.09%), energy-saving environmental protection equipment (8.59%), industrial intelligent equipment (6.49%), new energy equipment (4.13%), technical services (0.70%), and others (0.37%) [1] Group 2 - From the perspective of major circulating shareholders, Southern Fund's Southern CSI 1000 ETF (512100) increased its holdings by 1.236 million shares in the second quarter, now holding 6.0413 million shares, which accounts for 0.46% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) has a current scale of 64.953 billion CNY and has achieved a year-to-date return of 25.92%, ranking 1847 out of 4223 in its category, and a one-year return of 67.73%, ranking 1270 out of 3803 [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 314 days, with a total fund asset scale of 94.976 billion CNY and a best fund return of 147.61% during the tenure [3]

Core Viewpoint - Shanghai Sinpa Intelligent Technology Co., Ltd. has initiated the IPO counseling process with the Shanghai Securities Regulatory Bureau, aiming for a listing on the Beijing Stock Exchange, with Dongfang Securities as the counseling institution [2] Company Overview - Sinpa Intelligent was established on November 27, 2007, with a registered capital of 54.24 million yuan, and is located in the Pudong New Area, Shanghai [4] - The company focuses on the research, design, production, and sales of industrial intelligent equipment, particularly in the wind power sector, offering key manufacturing equipment for wind turbine blades [4][5] Shareholding Structure - The actual controller, Wang Yong, directly holds 35.49% of the company's shares and indirectly controls an additional 7.81% through Shanghai Xinlu and Shanghai Xinchang, along with 16.90% through a concerted action agreement with Wang Yanxiao, totaling a control of 60.20% of the company [5] Financial Performance - For the first half of 2025, the company achieved a sales revenue of 140 million yuan, representing a year-on-year increase of 53.52%, and a net profit attributable to the shareholders of the listed company of 37.1 million yuan, up 105.66% year-on-year [5] Industry Position - Sinpa Intelligent is one of the earliest companies in China engaged in the manufacturing of specialized equipment for wind turbine blade production, accumulating extensive product technology and R&D experience [5] - The company has been recognized as a high-tech enterprise and received the national "Little Giant" title from the Ministry of Industry and Information Technology in 2021, with plans for re-evaluation in 2024 [5]

Core Viewpoint - The current industrial motion control platforms primarily rely on PC-based controllers, which face challenges such as low efficiency, high latency, and difficulties in data synchronization. There is a need for improved data communication and control efficiency in these systems [1]. Group 1: Technology and Product Development - Zhongke Yihai Microelectronics Technology (Suzhou) Co., Ltd. has developed an FPGA motion control acceleration card consisting of two main boards: a synchronous acquisition board based on EQ6HL130 and a flexible sensor acquisition board based on EQ6HL9. This card facilitates data communication and monitoring between the PC and various modules such as servo drivers, cameras, and sensors [1][5]. - The FPGA motion control acceleration card offloads complex control tasks to the FPGA, significantly reducing data communication time and improving the overall control process. It sends synchronized data back to the PC for more efficient processing [1][6]. Group 2: Performance Metrics - Testing indicates that the system command delay for the PC-based controller exceeds 50 milliseconds, while the FPGA-based motion control acceleration solution achieves a command delay of less than 100 microseconds. This allows for complete synchronization of servo motor response data, multi-sensor data, and camera data, enhancing its practical application [6]. Group 3: Company Overview - Zhongke Yihai Microelectronics Technology (Suzhou) Co., Ltd. was established in January 2017 and is recognized as a national "specialized and innovative" small giant enterprise, a national high-tech enterprise, and a potential unicorn in Jiangsu Province. The company specializes in programmable logic IP cores and EDA tools, focusing on FPGA, adaptive SoC, and reconfigurable computing systems [7]. - The company adheres to a fully forward design technology route, independently developing reliable embedded programmable circuit IP cores, programmable logic chips, EDA software, and reconfigurable systems to provide high-performance and adaptive computing solutions across various industries, including intelligent manufacturing, modern communication, and medical devices [7].