截至6月30日，秦川机床股东户数10.26万，较上期减少0.51%；人均流通股9818股，较上期增加0.51%。 2025年1月-6月，秦川机床实现营业收入21.11亿元，同比增长4.46%；归母净利润4425.36万元，同比增 长2.48%。 分红方面，秦川机床A股上市后累计派现1.54亿元。近三年，累计派现3029.65万元。 资金流向方面，主力资金净流出2901.39万元，特大单买入0.00元，占比0.00%，卖出1278.93万元，占比 4.69%；大单买入4765.19万元，占比17.46%，卖出6387.66万元，占比23.41%。 秦川机床今年以来股价涨55.07%，近5个交易日跌1.42%，近20日涨6.92%，近60日涨19.40%。 今年以来秦川机床已经3次登上龙虎榜，最近一次登上龙虎榜为9月2日，当日龙虎榜净买入1781.97万 元；买入总计1.95亿元 ，占总成交额比7.79%；卖出总计1.78亿元 ，占总成交额比7.08%。 资料显示，秦川机床工具集团股份公司位于陕西省宝鸡市姜谭路22号，成立日期1998年7月10日，上市 日期1998年9月28日，公司主营业务涉及以高端机床及复杂刀 ...

推动实数深度融合，持续汇聚发展动能。实体经济与数字经济加速融合，是"十四五"高质量发展的鲜明 特色。随着人工智能不断赋能千行百业，新一代智能终端和智能化系统加速推广应用，生产、管理、服 务等环节的数字化水平显著提升，传统产业焕发新活力。要加力推动产业融合、要素融合、设施融合， 加快构建以数字赋能实体经济的创新生态，为经济高质量发展凝聚更加强劲动能。 促进大中小企业融通发展，增强产业韧性。"十四五"期间，我国中小企业的发展数量、效益、质量得到 显著提高。提升大企业竞争力，激发中小企业活力，促进大中小企业融通发展，方能不断发挥企业在实 体经济高质量发展中的主体作用，让中国经济活力更足、韧性更强。 实体经济是一国经济的立身之本。"十四五"期间，我国大力推进新型工业化，不断巩固壮大实体经济根 基，取得了瞩目成绩。制造业总体规模连续15年保持全球第一，全部工业增加值从31.3万亿元增长到 40.5万亿元，制造业增加值从26.6万亿元增长到33.6万亿元……一组组数据，彰显出中国经济的坚实底 气和强大韧性。 巩固和强化制造业在实体经济中的基础地位和重要作用，是推动我国经济高质量发展的必然要求，也是 提升综合国力和国际竞争 ...

深度解读《锋行链盟新质生产力政策汇编（8月刊）》 一、国家政策导向：系统性布局新质生产力 1. 金融赋能新型工业化 1. 城市高质量发展与创新驱动 1. "人工智能+"行动纲领 二、地方政策特征：差异化布局与产业协同 1. 制造业升级主线 1. 人工智能全域渗透 1. 新兴产业与未来产业布局 1. 区域协同与生态构建 三、政策共性与趋势分析 1. 共性特征 1. 未来趋势 四、挑战与建议 核心目标：2027年前构建成熟的制造业金融支持体系，强化贷款、债券、股权、保险等工具联动。 关键举措：推出18条专项支持措施，覆盖产业科技创新、产业链韧性提升、区域布局优化等维度。 意义：通过金融供给侧改革破解制造业高端化、智能化、绿色化转型的资金瓶颈，推动"科技-产业-金融"良性循环。 商业航天：全链条扶持卫星星座、火箭研制，最高单企业补助1000万元； 新赛道培育：聚焦固态电池、AI眼镜等前沿领域，抢占技术制高点。 目标：2027年培育2000家智能工厂、400家绿色工厂； 创新点：设立人工智能场景创新项目，最高奖励1000万元； 基金支持：运营200亿省级AI产业基金，撬动社会资本。 安徽： 广东： 科技创新：每年发布 ...

来源：新浪证券-红岸工作室 9月30日，东方智造跌0.63%，成交额1.90亿元，换手率3.14%，总市值60.01亿元。 异动分析 5、2023年10月20日互动易回复：公司用于智能数显量具量仪的自研ip67芯片主要集中于芯片设计和封 装。 智能物流+工业互联网+物联网+物业管理+芯片概念 1、广西东方智造科技股份有限公司主要从事精密数显量具量仪业务、智能物流分拣设备业务、真空镀 膜设备、产业园区综合管理服务业务。 2、根据公司2022年半年报,公司将始终保持在高端精密测量的核心竞争力。坚持创新驱动发展的道路， 不断努力研发新的大测量领域内的测量产品，继续顺应智能化、少人化的技术发展趋势，深入介入 5G+工业互联网领域等。此外，公司也不断探索高端制造业中的新业务、新技术亮点。 3、2023年11月22日互动易：目前公司的主营业务包括精密数显量具的研发生产和销售、智能物流分拣 设备的研发生产和销售以及产业园区综合管理服务。其中，在精密数显量具业务中，公司开发出量具产 品配套的工业现场测量物联网系统，以向客户提供完备的测量解决方案和服务。 4、公司物业管理服务以各类特色产业园区为主要载体，类型将涵盖办公、住宅、 ...

Core Viewpoint - Dongtu Technology has shown significant stock performance with a year-to-date increase of 133.19%, indicating strong market interest and potential growth opportunities in the industrial control network sector [1][2]. Group 1: Stock Performance - As of September 30, Dongtu Technology's stock price reached 26.77 CNY per share, with a market capitalization of 16.461 billion CNY [1]. - The stock has experienced a 4.49% increase over the last five trading days and a 30.78% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent net buy of 215 million CNY on April 2 [1]. Group 2: Financial Performance - For the first half of 2025, Dongtu Technology reported a revenue of 390 million CNY, a year-on-year decrease of 7.13%, while the net profit attributable to shareholders was -88.8 million CNY, reflecting a growth of 4.65% [2]. - The company has cumulatively distributed 107 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. Group 3: Business Overview - Dongtu Technology, established on March 27, 2000, specializes in the research, production, and sales of hardware devices in the industrial control network field, with a revenue composition of 68.97% from industrial network communication, 20.05% from smart controllers and solutions, and 10.98% from industrial operating systems and related software services [2]. - The company is categorized under the communication equipment sector and is involved in various concept sectors, including humanoid robots, smart vehicles, and Industry 4.0 [2].

Core Viewpoint - Dongjie Intelligent's stock price has shown significant volatility, with a year-to-date increase of 217.69% but a recent decline in the last five and twenty trading days [1][2]. Company Overview - Dongjie Intelligent Technology Group Co., Ltd. is located in Taiyuan, Shanxi Province, and was established on December 14, 1995, with its listing date on June 30, 2015 [1]. - The company specializes in the research, design, production, and sales of intelligent logistics conveying systems, intelligent logistics storage systems, intelligent parking garages, and automotive intelligent coating production lines [1]. Financial Performance - For the first half of 2025, Dongjie Intelligent achieved operating revenue of 539 million yuan, representing a year-on-year growth of 24.90%, and a net profit attributable to shareholders of 5.95 million yuan, up 113.96% year-on-year [2]. - The company has distributed a total of 58.92 million yuan in dividends since its A-share listing, with 4.88 million yuan distributed over the past three years [3]. Shareholder Information - As of August 20, 2025, the number of shareholders for Dongjie Intelligent increased to 46,100, a rise of 94.14% from the previous period, while the average circulating shares per person decreased by 42.97% to 9,519 shares [2]. - The top ten circulating shareholders include notable ETFs, with Huaxia CSI Robot ETF holding 6.40 million shares, an increase of 379,000 shares from the previous period [3].

Core Insights - The 2025 World Manufacturing Conference was successfully held in Hefei, Anhui from September 20 to 23, focusing on the theme "Intelligent Manufacturing, Creating a Better Future" [13] - The conference attracted guests from over 40 countries and regions, featuring 4 major events, 6 project matchmaking activities, and 23 specialized activities [13] - The exhibition showcased achievements in new industrialization, particularly in artificial intelligence, with a dedicated robot section and the release of several large model technologies and application scenarios [13] Group 1 - The conference served as an important platform for international cooperation and was approved by the State Council, aligning with national diplomatic strategies [13] - A total of 735 cooperation projects were facilitated during the conference, with a total investment of 380.2 billion yuan, marking a 2.4% increase in project numbers and a 3% increase in investment compared to the previous year [15] - Manufacturing projects accounted for over 90% of the total, with the Yangtze River Delta region contributing more than 50% of the project numbers and total investment [15]

近年来，山东省济南市深入贯彻落实党中央决策部署，按照山东省工作安排，坚定不移深入实施工业强 市发展战略，坚持以"新"布局强根基、向"高"攀登塑优势、向"智"跃升促转型、以"绿"为径谋长远，逐 步构建起以科技创新为引领、先进制造业为骨干、数实深度融合的具有省会特色的现代化工业体系，在 多个领域实现重大突破，产业发展呈现强劲的创新活力与成长韧性。 推动产业升级向"新"布局 聚力推进制造业优化升级，济南市统筹推动传统产业改造提升、新兴产业培育壮大、未来产业超前布 局，围绕汽车制造、电子信息、集成电路、人工智能、新能源装备、高端数控机床与机器人、高端软件 等13条标志性产业链和34条重点产业链，加快推动产业结构优化升级，着力构筑新型工业化的"四梁八 柱"。2022—2024年，全市规模以上工业企业营收连续3年跨过3个千亿元台阶、首次突破万亿元，汽车 制造和电子信息产业成为拉动工业经济增长的新引擎。 聚力提升绿色发展能级，济南市坚定不移走绿色低碳高质量发展道路，把绿色发展、循环发展、低碳发 展的理念融入经济发展各方面和全过程，加强能源节约集约利用，推动产业结构绿色化转型，持续实施 绿色制造工程，在绿色发展中锻造新优势、 ...

Company Overview - Daheng New Epoch Technology Co., Ltd. is located at 15th Floor, North Building, Daheng Technology Tower, Suzhou Street 3, Haidian District, Beijing, established on December 14, 1998, and listed on November 29, 2000 [2] - The company's main business includes information technology and office automation, optomechatronics, digital television network editing and broadcasting systems, and semiconductor components [2] - The revenue composition is as follows: machine vision and information technology 73.43%, digital television network editing and broadcasting systems 15.60%, optomechatronics products 9.39%, and others 1.57% [2] - Daheng Technology belongs to the Shenwan industry classification of computer-software development-horizontal general software and is associated with concepts such as robotics, specialized and innovative, machine vision, Tencent concept, and new industrialization [2] Financial Performance - As of June 30, the number of shareholders is 39,800, a decrease of 1.75% from the previous period, with an average of 10,980 circulating shares per person, an increase of 1.78% [2] - For the first half of 2025, Daheng Technology achieved operating revenue of 844 million yuan, a year-on-year increase of 6.89%, while the net profit attributable to the parent company was -2.74 million yuan, a year-on-year increase of 72.27% [2] Stock Performance - On September 29, Daheng Technology's stock price increased by 2.01%, reaching 14.23 yuan per share, with a trading volume of 106 million yuan and a turnover rate of 1.72%, resulting in a total market value of 6.216 billion yuan [1] - Year-to-date, Daheng Technology's stock price has risen by 66.63%, with a 9.71% increase over the last five trading days, a 13.12% increase over the last 20 days, and a 39.65% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on August 6, where the net buying on that day was 40.2887 million yuan, accounting for 13.27% of the total trading volume [1] Dividend Information - Since its A-share listing, Daheng Technology has distributed a total of 252 million yuan in dividends, with 8.736 million yuan distributed in the last three years [3]

Core Viewpoint - Huachen Equipment's stock price has shown significant volatility, with a year-to-date increase of 44.08%, but a recent decline over the past five days and twenty days [1][2]. Financial Performance - For the first half of 2025, Huachen Equipment achieved operating revenue of 267 million yuan, representing a year-on-year growth of 19.16%. However, the net profit attributable to shareholders decreased by 28.41% to 34.12 million yuan [2]. - The company has distributed a total of 172 million yuan in dividends since its A-share listing, with 80.83 million yuan distributed over the past three years [3]. Stock Market Activity - As of September 29, Huachen Equipment's stock was trading at 45.50 yuan per share, with a market capitalization of 11.536 billion yuan. The stock experienced a net outflow of 7.27 million yuan in principal funds on that day [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 114 million yuan on March 26 [1]. Shareholder Structure - As of September 19, the number of shareholders for Huachen Equipment increased by 1.75% to 23,000, with an average of 6,553 circulating shares per shareholder, a decrease of 1.72% [2]. - Notable institutional shareholders include Huaxia CSI Robotics ETF, which increased its holdings by 965,200 shares, and Tianhong CSI Robotics ETF, which entered the top ten shareholders list [3].