证券日报网讯伊之密（300415）11月24日在互动平台回答投资者提问时表示，依托数字化工厂的模块化 生产优势，公司具备柔性制造能力。对高景气赛道的战略客户，公司设有灵活的排产机制，能够优先调 配资源，确保设备的高质量、短周期交付。 ...

成都不锈钢制品加工厂的选择要点与行业趋势 在成都这座快速发展的新一线城市，不锈钢制品加工行业正迎来前所未有的发展机遇。随着制造业升级和 消费市场对高品质不锈钢制品的需求增长，越来越多的企业开始关注如何选择专业可靠的加工服务商。不 锈钢制品加工不仅关乎产品外观，更直接影响着产品的使用寿命和安全性能，因此了解行业标准、掌握选 购要点显得尤为重要。 不锈钢材料特性与加工工艺基础 不锈钢制品加工的核心在于材料选择与工艺把控。常见的不锈钢材料包括304、316L等不同牌号，每种材 料都有其特定的化学成分和物理性能。以304不锈钢为例，其铬镍含量分别为18%和8%，具有良好的耐腐 蚀性和成型性，适用于大多数日常使用环境。而316L不锈钢因添加了钼元素，抗腐蚀能力更强，特别适合 在化工、海洋等苛刻环境中使用。 加工工艺方面，不锈钢制品加工通常包括切割、成型、焊接、表面处理等环节。切割工序中，激光切割技 术的应用越来越广泛，其切割精度可达±0.1毫米，能够实现复杂形状的精准加工。焊接工艺则要求根据材 料厚度和用途选择适当的焊接方法，确保焊缝质量和强度。表面处理环节包括抛光、喷砂、蚀刻等多种工 艺，直接影响产品的美观度和耐腐蚀 ...

Core Points - Beijing's cultural tourism sector has announced the addition of 11 new industrial tourism demonstration sites, showcasing a blend of technology, art, and cultural experiences [2] Group 1: New Industrial Tourism Sites - The Jinju Longshun Cheng Cultural and Creative Industry Park features a non-heritage museum, restoration center, and practical workshops for students, emphasizing traditional craftsmanship [4][6] - The Miqi Finger Dancer Factory combines Eastern aesthetics with modern technology, offering immersive experiences that highlight traditional beauty and innovation [8] - The Xiaomi Technology Park integrates IoT and big data to create a smart, efficient, and green workspace, allowing visitors to experience the brand's ecosystem [10][12] Group 2: Cultural and Educational Experiences - The Zhuangyao Li Public Cultural and Art Complex, a renovated brick factory, serves as a cultural exchange space, promoting art and education [20] - The Zhifeng Hall Bee Museum, the largest bee-themed museum globally, offers insights into bee culture and products, along with hands-on experiences [26] - The San Yuan Capital Milk Science Museum focuses on dairy education, featuring interactive exhibits and a modern production line [39] Group 3: Technological and Industrial Innovation - The CRRC Beijing Zhihui Port Industrial Park emphasizes high-tech industry development and cultural integration, showcasing China's railway history [30][32] - The Beiqi New Energy Enjoy Super Factory aims for high-end, intelligent, and green manufacturing, with a production capacity of 120,000 vehicles annually [50][52] - The Robot World serves as a comprehensive robot exhibition center, linking various industries and promoting technological advancements [56][58] Group 4: Overall Impact - The total number of industrial tourism demonstration sites in Beijing has now reached 30, covering diverse fields such as smart manufacturing, cultural creativity, traditional crafts, and digital technology [60]

Core Viewpoint - Tianqiao Crane (002523.SZ) has approved a plan to invest up to 140 million RMB in digital factory upgrades to enhance its core competitiveness through a comprehensive digital transformation of its production processes [1] Group 1: Digital Transformation Plan - The company will focus on integrating a digital industrial chain through various systems including ERP, PLM, QMS, CRM, SRM, MOM, WMS, and a data collection platform [1] - The upgrade aims to establish a lean production model that enhances operational efficiency and competitiveness [1] Group 2: Investment Details - The total investment for the digital upgrades is capped at 140 million RMB [1] - The investment will cover the construction of core hardware and systems necessary for the digital transformation [1]

Core Viewpoint - The company is making significant progress in upgrading its Zhuhai Shuo Hong factory to enhance digitalization, automation, and overall production efficiency to meet customer demands for high-quality products and timely delivery [1] Group 1: Factory Upgrade and Automation - The company is successfully advancing the renovation of the Zhuhai Shuo Hong factory [1] - Continuous upgrades to production equipment are being implemented to improve digital, informational, automated, and intelligent levels of the production line [1] - The goal is to create a first-class digital factory in South China that is intelligent, automated, and lean [1] Group 2: Production Efficiency and Quality - The company is optimizing production processes through information technology to enhance production precision and efficiency [1] - Ensuring controllability throughout the production process is a priority to maintain high product quality and delivery capabilities [1] - The company aims to keep product yield at a high level, thereby strengthening its core competitiveness and maximizing economies of scale [1]

Financial Performance - The company's revenue for the first half of 2025 reached 1.94 billion CNY, representing a year-on-year growth of 67.43% [2] - The overall revenue increased by 20.16% compared to the previous year, while R&D investment rose by 30.20% and sales expenses increased by 43.53% [3] - Employee stock incentive costs amounted to 17 million CNY, significantly impacting current profits [2] Product Development and Market Expansion - The company is focusing on the data center transformer market, with production capacity gradually being released in the first half of 2025 [5] - The product range has expanded from phase-shifting transformers to epoxy resin cast dry-type transformers and oil-immersed transformers, with sales extending to overseas markets such as Japan [5] - The company is developing a 35KV/10MVA solid-state transformer prototype, expected to undergo testing in Q4 2025, potentially making it one of the first in China with mass production capabilities [4] Competitive Landscape - The company is analyzing its competitive position against Jinpan Technology, noting significant differences in business operations and market value [3] - The management acknowledges the need to enhance the sales team's performance to better compete in the market [3] Investment and Production Capacity - The U.S. factory is projected to produce 21,000 distribution transformers annually, while the Mexican factory is expected to produce 6,000 new energy transformers [7] - The company has invested heavily in fixed assets and construction projects, totaling around 3 billion CNY, while net assets are slightly above 3 billion CNY [8] Strategic Outlook - The company plans to continue investing in the data center power equipment sector, leveraging smart manufacturing advantages to meet domestic and international customer needs [5] - The management is optimistic about future growth opportunities in the global power equipment market, driven by increasing electricity demand and infrastructure investments [9]

Group 1 - The company has established PCB factories in Shenzhen, Wuxi, Nantong, and Thailand, with new capacity coming from technology upgrades and ongoing projects [2] - The Nantong Phase IV project, which started construction in September last year, aims to produce advanced PCBs for smart mobile terminals, AI vision, and spatial computing modules, creating a leading digital factory [2] - The total investment for the Thailand factory is 1.274 billion RMB, which will enhance the company's capabilities in high-layer and HDI PCB technologies, facilitating overseas market expansion [2] Group 2 - In the first half of the year, the company achieved total revenue of 10.453 billion RMB, a year-on-year increase of 25.63%, and a net profit of 1.36 billion RMB, up 37.75% [3] - The PCB business generated a main operating revenue of 6.274 billion RMB, reflecting a year-on-year growth of 29.21%, while the packaging substrate business reported 1.74 billion RMB, a 9.03% increase [3]

Core Viewpoint - The construction ceramics industry is undergoing significant technological upgrades driven by new national standards, which aim to enhance product quality and energy efficiency, similar to the evolution seen in the home appliance sector [1][2]. Group 1: National Standards and Industry Impact - The newly approved national standard GB/T 45817-2025 focuses on grading ceramic tiles based on consumer and enterprise concerns, including surface flatness, water absorption uniformity, stain resistance, and slip resistance [1]. - The GB21252-2023 standard, effective from December 1, 2024, sets energy consumption limits for ceramic products, mandating that new or renovated products must not exceed certain energy consumption grades [2]. Group 2: Market Dynamics and Company Performance - From 2017 to 2024, over 400 ceramic enterprises were eliminated, reducing the total number from 1,402 to 993, a decline of 29.17%, indicating a trend towards market consolidation [3]. - The market share of the top ten companies in the industry increased by 3 percentage points during the "13th Five-Year Plan" period, reaching 18%, with expectations to exceed 20% by the end of the "14th Five-Year Plan" [3]. Group 3: Technological Advancements in Leading Companies - Marco Polo, a leading company in the industry, has seen its market share rise from 2.62% in 2022 to 3.27% in 2024, reflecting steady growth [4]. - The new digital factory of Marco Polo, set to commence production in 2024, incorporates advanced technologies and aims to serve as a benchmark for smart manufacturing in the industry [4][5]. Group 4: Sustainability and Innovation - Marco Polo's digital factory emphasizes green energy utilization, featuring a rooftop solar power system with a capacity of 9MW, generating over 9 million kWh annually, which accounts for more than half of its total electricity consumption [5][6]. - The factory also implements a rainwater collection system and utilizes biomass fuel for its spray drying tower, showcasing a commitment to reducing resource consumption and waste generation [6].

Core Insights - The company, Shanghai Buke Automation Co., Ltd., reported a revenue of 311 million yuan for the first half of 2025, representing a year-on-year growth of 21.28% [1] - The net profit attributable to shareholders was 26.11 million yuan, an increase of 13.58% year-on-year, while the net profit excluding non-recurring items was 21.47 million yuan, up 12.23% [1] Financial Performance - Revenue for the first half of the year reached 311 million yuan, with a year-on-year increase of 21.28% [1] - Net profit attributable to shareholders was 26.11 million yuan, reflecting a growth of 13.58% year-on-year [1] - The net profit excluding non-recurring items was 21.47 million yuan, showing a year-on-year increase of 12.23% [1] Business Development - The company focuses on R&D and innovation in the field of industrial automation and robotics, providing solutions for automation control, robotic power, and digital factory systems [1] - The robotics business saw significant growth, with revenue reaching 150 million yuan, a year-on-year increase of 54.98%, becoming the main driver of overall performance [1] - The company implemented cost control measures, resulting in a smaller increase in operating expenses, which contributed to the rapid growth of net profit [1] Market Expansion - The company achieved new market breakthroughs in collaborative robots and established partnerships with globally recognized enterprises [2] - Progress was made in developing a new series of high-power density, lightweight frameless motors [2] - The company has established a comprehensive joint platform solution for humanoid robot joints and is actively expanding applications in service delivery robots, surgical robots, and power inspection robots, enhancing its market share in the robotics industry [2]

Core Viewpoint - Delmar's 2025 semi-annual report indicates a modest growth in revenue and net profit, reflecting the company's strategic shift from incremental competition to stock competition in the small home appliance industry [1] Group 1: Financial Performance - The company achieved a revenue of 1.686 billion yuan, representing a year-on-year growth of 3.99% [1] - The net profit attributable to shareholders reached 68.68 million yuan, with a year-on-year increase of 1.08% [1] Group 2: Product Development and Innovation - Delmar focused on core segments and advantageous categories, expanding its product matrix centered around flagship products, with R&D investment of 91.27 million yuan, up 5.35% year-on-year [2] - The home environment product segment generated revenue of 677 million yuan, growing by 3.30% [2] - The water health product segment achieved revenue of 657 million yuan, with a significant year-on-year growth of 13.67% [3] - The company introduced a new all-in-one sweeping machine featuring an "AI Smart Eye" system, enhancing its product offerings [2] Group 3: Market Position and Strategy - Delmar is enhancing its global market presence through customized products, localized channels, and international e-commerce, leading in several emerging markets [4] - The company has been recognized for its innovative water health products, with the Philips ice-making series receiving a five-star certification, positioning it favorably in the market [3] Group 4: Future Outlook - The company plans to continue focusing on three core segments: home environment, water health, and personal health, leveraging differentiated innovation, global channels, and digital manufacturing to ensure long-term growth [5]