2月22日一早，不到7点半，辽宁本溪本钢板材热连轧厂2300生产作业区作业长耿明璐已在工作岗位。 参加班组班前会、查看轧制计划、明确重点品种生产要点……春节假期值班，工作一如往常。"热轧工 序上游连着炼钢，下游连着冷轧，必须保持稳定生产。"耿明璐说。 隆隆声中，烧得通红的钢坯从加热炉中送出，经过粗轧、精轧、冷却、卷取等流程，变成用于生产管线 钢、汽车板、高强钢等产品的钢卷。 2025年，耿明璐带领班组成功突破28毫米超厚规格钢和2190毫米超宽规格钢的轧制。"轧线过钢通道最 窄的部位不足2300毫米，要想轧制2190毫米宽的钢板，必须对生产参数和来料尺寸进行非常精准的把 控。"耿明璐回忆，"通道的开口度、钢坯宽度……在可能出现问题的每一处，我们都进行了测量和验 证。" 精益求精的辛劳，换来产品下线时的成就感。"这条产线生产的产品，90%以上是非常规钢种，用在重 大工程建设、新能源汽车产业等领域。"耿明璐语带自豪。 通过技术创新、流程优化，2300生产作业区不断突破设计产能。2025年，作业区年产突破600万吨。新 的一年，耿明璐充满期待："我们正在着手智慧工厂建设，未来将实现整条产线的集中控制，产品产量 和质 ...

日月光投控（3711）转投资美国AI应用公司Ainos携手自动化暨机器人大厂盟立（2464），打造新世 代"有嗅觉的机器人"，并已开始出货，打破现有机器人多仅仰赖视觉与听觉感测来理解周遭环境变化的 状况，让机器人更像人类。 林世东透露，日月光投控是促成这次台美机器人大突破的穿针引线关键。日月光投控投资Ainos后，已 于旗下工厂大量导入Ainos的AI Nose嗅觉智能平台，打造AI智慧工厂，借以分析空气中的化学成分，提 升半导体制造智慧工厂效率。 盟立与日月光集团合作多年，去年国际半导体展开始讨论将Ainos的平台导入盟立的机器人，结合盟立 在机器人关节模组与控制器的优势，加上已有应用场域经验，双方一拍即合，携手打造"有嗅觉的机器 人"。 Ainos董事长暨执行长蔡群贤表示，机器人已经能够看得见、听得到，但在真实世界中，仍有大量重要 的环境讯号是透过气味来传递的。透过将嗅觉智能导入盟立的人形机器人与四足机器人，正在为AI感 知开启一个全新的维度。 林世东强调，嗅觉机器人需求非常火热。举例来说，半导体等工厂需要用到很多毒性气体，由于气体泄 漏会飘散，有些毒性气体甚至无色无味，若以人工巡检，非常危险。透过有嗅觉 ...

投资者关系活动记录表 编号：2026-003 | | | | □特定对象调研 □分析师会议 | | | --- | --- | --- | --- | --- | | 资 者 | 关 | 系 活 | □媒体采访 □业绩说明会 | 投 | | 动类别 | | | □新闻发布会 □路演活动 | | | | | | □现场参观 其他：线上会议 ☑ | | | 与 单 | 位 | 名 称 | 长江证券、工银安盛、大家资产、Millennium、博裕资本、前海人 | 参 | | 及人员姓名 | | | 寿、沙钢投资、长江资管、国金基金 | | | 时间 | | | 2026 年 1 月 28 日 | | | 地点 | | | 线上会议 | | | 市 公 | 司 | 接 待 | 副总裁、董事会秘书周建林先生 | 上 | | 人员姓名 | | | | | | | | | 一、介绍公司概况 | | | | | | 副总裁、董事会秘书周建林先生向与会的机构投资者简要介绍 | | | | | | 了公司近期经营情况及增速器智慧工厂项目进展。 | | | | | | 二、与投资者沟通和交流的主要问题 | | | | | | 1、 ...

证券日报网1月27日讯，威力传动（300904）在接受调研者提问时表示，公司新增员工主要是为增速器 智慧工厂储备人才，涵盖了工艺技术、生产管理、质量检测等与工厂运营密切相关的岗位，参与了工厂 设备的调试与小批量试制，为增速器智慧工厂的顺利推进提供重要支撑。虽然短期人员投入增加了成 本，但随着增速器工厂投产临近以及订单的逐步落地，这些投入将转化为产能和营收增长的动力。长期 而言，增速器业务的规模化发展将成为公司新的盈利增长点，有效覆盖前期人才投入成本，实现可持续 发展。 ...

Core Viewpoint - The company expects a significant increase in gross margin following the launch of its wind power gearbox smart factory, driven by enhanced product value and cost reduction through economies of scale [1] Group 1: Production and Efficiency - The smart production line will improve the precision and qualification rate of component processing, thereby reducing waste loss [1] - The annual production capacity increase will dilute fixed costs such as depreciation of fixed assets and R&D expenses [1] Group 2: Market Impact - As production capacity is released and market share expands, the positive impact of this business on the overall gross margin of the company will gradually become apparent [1]

Group 1: Order Growth - The beginning of 2026 has seen a surge in export orders for companies, with new customer inquiries reaching around 70 to 80 within the first 10 days after New Year's Day [1] - Jiangsu New Niudun Intelligent Equipment Co., Ltd. reported an annual export growth rate of 18%-20% for forklifts, with over 10,000 units exported in 2025, indicating confidence in new order signings [1][2] - Shenzhen Haishitongda Technology Co., Ltd. has around 500,000 orders queued, with established relationships with old customers ensuring timely order placements before the holiday [2] Group 2: Production Capacity Expansion - Companies are ramping up production to meet the influx of orders, with Shenzhen Haishitongda working overtime to ensure timely delivery by early February [2] - New Niudun has optimized its supply chain and ordered new smart welding equipment, expected to be operational by March 2026, aiming for full automation in welding processes [2] Group 3: Policy Support - Recent policies from various regions, such as Henan and Shandong, aim to support foreign trade enterprises by enhancing services and organizing international exhibitions [3] - The Ministry of Commerce is committed to implementing stable foreign trade policies, promoting market diversification, and supporting new business models like cross-border e-commerce [3][4]

Core Viewpoint - The grain and oil enterprises in the Guangdong-Hong Kong-Macao Greater Bay Area are proactively preparing for the upcoming "Double Festival" by leveraging intelligent supply chains to enhance the availability of essential food supplies for the public [1] Group 1: Supply Chain Efficiency - The Guangzhou Port's dedicated grain and oil terminal has implemented a customs clearance model that allows for "advance declaration and direct discharge upon arrival," enabling ships loaded with soybeans and palm oil to complete all procedures before docking [3] - The logistics information of these raw materials is synchronized to the smart dispatch center of grain and oil enterprises in Shenzhen, covering over 3,000 distribution points, ensuring rapid delivery through city distribution and warehouse integration [3] Group 2: Smart Manufacturing - The oil production base operates as a data-driven "smart factory," utilizing AGV vehicles for efficient goods transportation and robotic palletizers for quick organization of finished products [5] - This intelligent supply chain facilitates the swift transformation of raw materials into consumer-ready products, ensuring timely availability in households [7] Group 3: Product Variety and Innovation - The variety of cooking oils available to consumers includes peanut, soybean, sunflower seed, and corn oils, with new products like coconut oil being introduced, which is used in cold drinks and the milk tea industry [9] - The company began planning for the introduction of coconut oil last year, aligning with national strategic goals [9] Group 4: Emergency Supply System - China has established a comprehensive grain emergency guarantee center system covering provincial, municipal, and county levels, with ongoing efforts to enhance cross-regional collaboration in key areas such as the Beijing-Tianjin-Hebei region, the Yangtze River Delta, and the Greater Bay Area [11]

Group 1 - The article discusses the construction of smart factories in the automotive industry, emphasizing the integration of hardware and intelligent solutions to enhance production efficiency and reduce costs [1][6] - Major automotive manufacturers, including Volkswagen, General Motors, and Audi, are investing in smart factories to leverage technologies such as sensors and 3D printing for improved precision and reduced error rates [1][6] - The smart factory solutions aim to cover the entire lifecycle of automotive products, from demand reception to recycling, with a focus on production and quality control processes [2][6] Group 2 - The architecture of smart factories is structured into three main layers: collaborative, enterprise, and factory layers, which interact to form a closed-loop system for data sharing and production management [4][6] - National policies, such as "Made in China 2025," promote the integration of information technology and industrialization, driving the development of intelligent manufacturing equipment and products in the automotive sector [6][8] - The automotive industry's shift towards lightweight and low-carbon vehicles is identified as a significant trend, indicating a strong potential for the development of smart factories [6][8] Group 3 - A case study of FAW-Volkswagen's Tianjin branch illustrates the implementation of a three-layer architecture that integrates physical data collection, digital data processing, and user interaction platforms to enhance operational efficiency [9][11] - Innovations at FAW-Volkswagen include the development of a unified data platform and proprietary machine vision algorithms, which improve data communication and reduce costs associated with technology adoption [11][13] - The company utilizes IoT technology and edge computing to enhance automation and data collection capabilities, supporting better decision-making and operational efficiency [11][13]

Group 1: Company Overview - The company, Yinchuan Weili Transmission Technology Co., Ltd., introduced its growth history, main business, core products, and the progress of the Gearbox Smart Factory project during the investor visit [1]. Group 2: Gearbox Smart Factory Progress - As of October 31, 2025, the total investment in the Wind Power Gearbox Smart Factory reached CNY 1,321.11 million, with the project currently in a critical construction phase [1]. - The core production equipment has been successfully deployed, laying a hardware foundation for future capacity release [2]. Group 3: Production Capacity and Challenges - The factory is in the initial stage of capacity ramp-up, facing challenges such as the need for the production team to enhance operational proficiency and optimize production line connections [2]. - The production capacity will follow a "steady ramp-up, gradual release" approach, with ongoing monitoring of production line integration, personnel training, and equipment debugging [2]. Group 4: Profitability and Cost Control - The expected gross margin for the gearbox business is anticipated to improve significantly post-production, driven by increased product value and cost reductions from economies of scale [2]. - Cost reduction strategies include: - **Technical Optimization**: Enhancing product design to reduce material costs [3]. - **Intelligent Production**: Automating key processes to improve efficiency and reduce waste [3]. - **Supply Chain Management**: Establishing a robust supplier evaluation system to control costs [3]. - **Operational Efficiency**: Streamlining internal management to reduce delivery losses and expand market reach [3]. Group 5: Communication and Compliance - The company ensured thorough communication with investors, adhering to information disclosure regulations to maintain transparency and prevent the leakage of undisclosed significant information [3].

Core Viewpoint - The Baowu Qingneng Wugang Gas Company has successfully completed a special evaluation of its smart factory's "digital intelligence application scenarios," becoming the first demonstration project in the gas industry to pass such an evaluation [1][6]. Group 1: Project Overview - The project emphasizes digital transformation and aligns with the group's "2526" engineering deployment, focusing on the core goal of "integrating digital and physical to promote new quality productivity development" [3][8]. - The smart factory project aims to achieve comprehensive breakthroughs in key areas such as basic architecture construction and safety system upgrades, establishing a unique digital operation system for the industry [3][8]. Group 2: Technological Innovations - The project adheres to three principles: "technological autonomy and controllability, functionality aligned with practical needs, and tangible benefits" [3][8]. - It integrates industrial digital twin and smart factory technologies, creating a "visual interaction + data-driven" model, and establishes a collaborative architecture with "edge data centers + headquarters cloud data centers" to ensure data security and facilitate future digital expansion [3][8]. Group 3: Expert Evaluation - Experts unanimously recognized the project's significant innovative achievements, including the launch of the industry's first industrial gas large model application and the deployment of an FMEA model for process safety analysis and early warning [3][8]. - The project also incorporates AI recognition and intelligent positioning technologies, advancing safety management from "passive response" to "proactive warning" [3][8]. Group 4: Future Directions - Wugang Gas aims to leverage this authoritative industry evaluation certification as a starting point, focusing on smart inspections and efficiency optimization to explore a development model that enhances both safety and efficiency across the entire production and sales chain [4][9]. - The company is committed to reducing costs and increasing efficiency while contributing to the high-quality development of China's industrial gas industry [4][9].