● 本报记者 王舒嫄 "近年来公司叉车出口年均增长率保持在18%-20%，2025年出口叉车数量超1万台，所以，对新订单的签 订我们还是有信心的。"仇一波说。 "从元旦到春节前，正是客户备货的黄金旺季。"2026年伊始，深圳市海士通达科技有限公司的存储设备 出口订单接踵而来，公司销售经理林映虹的办公桌前，电脑屏幕交替切换着多种语言询盘界面，并同步 向团队发送着订单进度。 这样的忙碌景象，并非海士通达一家，广大外贸企业正以"开年即冲刺"的姿态抢抓旺季机遇。这场开年 冲刺，成为中国外贸韧性的生动注脚，将为全年外贸提质增效打下坚实基础。 "从目前排队的订单来看，仅按数量统计就有50万件左右。"林映虹对开年订单了如指掌，"老客户都清 楚我们春节要放假，元旦前就主动来敲定备货计划了。" 订单增：新客询盘升温 "2026年元旦过后不到10天，新客户询盘就已达七八十个。"江苏新牛盾智能装备有限公司总经理仇一波 谈起新客户的询盘热情难掩欣喜，"目前这些新订单都在积极推进中，不少客户还专门飞来工厂考察， 看到我们的生产规模后当场就表达了明确意向，后续转化值得期待。" 仇一波坦言，由于叉车属于大型机械装备，客户采购时会综合考量技 ...

央视网消息：在粤港澳大湾区，承担重要民生物资保供任务的粮油企业已提前进入"双节"节奏。总台记者走访深圳、广州一线发 现，龙头企业正依托智能化供应链丰富节日餐桌。 早上7时，广州港的专用粮油码头迎来远洋货轮。得益于海关"提前申报、抵港直放"的通关模式，满载大豆、棕榈原油的船舶在 靠泊前已完成全部手续，实现即靠即卸。几乎在同一时间，这些原料的物流信息已同步至粮油企业位于深圳的智慧调度中心。南海油 脂保供专班负责人李育表示，覆盖了有3000多个网点，就跟毛细血管一样，通过城配业务，通过仓配结合的业务，以最快的速度送到 网点去。 从记者身后和身旁摆的这个满满当当的货架不难看出，国人在餐桌上的"油瓶子"有多丰富，有花生，大豆，葵花籽、包括玉米做 成的食用油，更重要的还有一些新品，像眼前的这种食用椰子油是头一次见到。李育称，这种椰子油主要用于冷饮冰淇淋，同时也是 奶茶行业的原料，吃起来有种椰香味，正好跟国家这种大战略不谋而合，企业在去年就开始布局了。 不光要快还要"聪明"。走进油脂生产基地记者发现，这里更像一个由数据驱动的"智慧工厂"。记者看到AGV小车按照路上设定线 路自由地穿梭，快速搬运货物，旁边成品油坐着输送线快速 ...

转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院智慧工厂研究小组发布的《全球及中国智慧工厂建设运营模式与发 展战略规划分析报告》 行业主要上市公司：博众精工(688097.SH);先导智能(300450.SZ);利元亨(688499.SH)等 本文核心数据：中国汽车行业智慧工厂软硬件需求; 汽车行业智慧工厂解决方案; 汽车制造中智慧工厂基本 架构等 1、构建汽车智慧工厂：从核心硬件到智能解决方案的全面架构 在工业4.0背景下，汽车工厂将实现网络化、分布式的生产设施，控制生产过程中不断出现的复杂性，人、 机器与资源之间会有直接的交流。与此同时，高度标准化、模块化的设备及系统将大幅节省汽车生产制造 中的成本，机器人可以从事高强度持续性的工作，依托于传感器、3D打印等技术大大提高零部件生产加工 及工序中的精密度，降低失误率及风险。因此，各大汽车厂商也纷纷布局智慧工厂，其中代表性智慧工厂 有大众、通用、宝沃、法士特、广汽传祺、奥迪等。中国汽车领域智慧工厂主要涵盖产品有数控机床、压 铸机、工业机器人等，具体情况如下： 2、从目标到架构：解析汽车智慧工厂解决方案 ——汽车产品的完整生命周期 3、政策与趋势双轮驱动 ...

投 资 者 关 系 活 动类别 ☑ 特定对象调研 □媒体采访 □新闻发布会 ☑ 现场参观 □分析师会议 □业绩说明会 □路演活动 □其他 参 与 单 位 名 称 及人员姓名 中信证券 时间 2025 年 12 月 9 日 地点 公司会议室 上 市 公 司 接 待 人员姓名 副总裁、董事会秘书周建林先生 投 资 者 关 系 活 动主要内容介绍 一、介绍公司概况 现场调研的投资者参观了公司展厅及工厂，公司副总裁、董事 会秘书周建林先生向机构投资者简要介绍了公司成长历程，重点介 绍了企业的主营业务、核心产品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、增速器智慧工厂目前的建设进度如何？ 答：截至 2025 年 10 月 31 日，公司对风电增速器智慧工厂累计 实际投入金额为 132,111.27 万元。目前，风电增速器智慧工厂（一 期）建设进入关键攻坚阶段，设备已全部顺利到厂，整体进展符合 预期。 2、增速器智慧工厂项目后续推进计划？ 答：公司正在按计划稳步推进各项工作，加快所有设备联机调 试进度，验证产线工艺流程的稳定性与合理性，努力尽早实现全流 程贯通，具备规模化生产条件，同时，为增速器智慧 ...

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].

银川威力传动技术股份有限公司（以下简称"公司"）于2025年12月3日通过线上会议形式接待了机构调 研，华创证券、国投瑞银基金两家机构参与。公司副总裁、董事会秘书周建林先生出席会议，就公司产 能布局、股份回购进展、风电增速器智慧工厂建设及股权激励计划等投资者关注的问题进行了详细交 流。 核心产能扎根银川 智慧工厂规划明确 在产能部署方面，公司明确表示当前核心产能均集中在银川。据介绍，公司重点推进的风电增速器智慧 工厂位于银川经济技术开发区，一期达产后将形成2000台/年的风电增速器产能，二期项目完成后总产 能将提升至4000台/年。此外，公司上海分公司主要承担研发等职能，未布局生产产能。 股份回购稳步推进 累计耗资4420.67万元 关于市场关注的股份回购进展，周建林披露，截至2025年11月30日，公司通过回购专用证券账户以集中 竞价交易方式累计回购股份87.65万股，占公司总股本的1.2109%，成交总金额为4420.67万元（不含交 易费用）。公司表示，后续将持续跟踪股价走势，严格按照《上市公司股份回购规则》等相关规定推进 回购事宜。 智慧工厂产能爬坡中 毛利率提升空间显现 登录新浪财经APP 搜索【信 ...

证券代码：300904 证券简称：威力传动 银川威力传动技术股份有限公司 投资者关系活动记录表 编号：2025-039 投 资 者 关 系 活 动类别 □特定对象调研 □媒体采访 □新闻发布会 □现场参观 □分析师会议 □业绩说明会 □路演活动 ☑ 其他：线上会议 参 与 单 位 名 称 及人员姓名 华创证券、国投瑞银基金 时间 2025 年 12 月 3 日 地点 线上会议 上 市 公 司 接 待 人员姓名 副总裁、董事会秘书周建林先生 投 资 者 关 系 活 动主要内容介绍 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、公司目前产能部署都在银川吗？ 答：是的，公司当前核心产能均部署在银川。目前我们重点推 进的风电增速器智慧工厂就位于银川经济技术开发区，一期达产后 能形成 2,000 台/年的风电增速器产能，二期完成后总产能将达 4,000 台/年。此外，公司自创立以来的核心生产基地一直扎根银川， 现有厂区及新增产线均落地于此。上海分公司侧重研发等业务，无 生产产能布局。 2、公司股价已超回购方案 ...

Core Insights - The eighth China International Import Expo (CIIE) was held in Shanghai from November 5 to 10, showcasing Yihai Kerry Arawana's commitment to innovation in the health food sector [1] - The company presented its new health brand "Jinlongyu Fengyitang," emphasizing the integration of traditional wisdom with modern dietary science [1] - Yihai Kerry Arawana has achieved significant recognition in the industry, winning the first prize in the China Nutrition Society Science and Technology Award for its innovative soybean protein and plant sterol technology [1] Group 1: Product Innovation - The company highlighted its focus on health-oriented products, particularly the functional products under the "Jinlongyu Fengyitang" brand, which cater to specific dietary needs [1] - The introduction of the "6-step fresh rice precision control technology" ensures the freshness and taste of rice, reducing field losses by 5% and increasing rice yield by 1%-4% [1] Group 2: Industry Chain Expansion - Yihai Kerry Arawana is expanding its industry chain by establishing central kitchen parks that facilitate collaboration among upstream and downstream enterprises, enhancing resource sharing in procurement, logistics, and quality management [2] - The company has set up nine central kitchen parks in various cities, including Hangzhou and Chongqing, and has formed partnerships with numerous clients [2] Group 3: Technological Advancements - The company is investing in smart factories to enhance operational efficiency, production processes, quality control, and product traceability [2] - An AI technology application team has been established to leverage data analysis and artificial intelligence across core business functions, including procurement and logistics [2]

Core Insights - Guangzhou Fucheng International Holdings has transformed from a small 5-square-meter cosmetics shop in Wenzhou to an international beauty industry group, establishing the renowned domestic beauty brand "Legendary Jinsong" over 21 years [1] - The company has adopted a dual-driven strategy of "smart factories + all-domain marketing" to create a new ecosystem for domestic beauty brands, exemplifying the transformation and upgrading of China's beauty industry [1] Group 1: Factory and Production - In 2017, Fucheng International made a strategic decision to invest in its own factory, Guangzhou Fuzhuang Biotechnology Co., Ltd., which officially commenced production after two years of construction, covering an area of 13,000 square meters [1] - The factory incorporates a smart digital management system and advanced international production equipment, achieving a ten-thousand-level GMP sterile standard and obtaining five major international certifications, including ISO9001 and ISO22716 [1][2] Group 2: Innovation and R&D - The establishment of the "Legendary Jinsong Research Institute" has become the core engine for quality control, collaborating with global raw material companies to ensure product safety and efficacy at international standards [3] - Fucheng International has secured over 20 patents for product inventions, utility models, and designs, creating a strong technological barrier [3] Group 3: Digital Transformation - In 2019, Legendary Jinsong entered the 3.0 digital all-domain era, developing an official app, online mall mini-program, and corporate WeChat to create a comprehensive digital ecosystem [3] - This digital transformation allows products to reach consumers in over 70 countries and regions, achieving precise user data accumulation and operation through an integrated online and offline retail system [3] Group 4: Entrepreneurial Model - Fucheng International's "smart light entrepreneurship" model has become a significant label, providing standardized training, intelligent tools, and supply chain support to empower global entrepreneurs [4] - This model aligns with the decentralized trend of the digital economy and embodies the brand's mission to showcase Chinese beauty to the world [4]

Group 1: Company Overview - The company introduced its growth history, main business, and core products, highlighting the latest developments in the smart gearbox factory construction [2] - Investors toured the company exhibition hall and precision reducer factory [2] Group 2: Smart Gearbox Factory Progress - The smart gearbox factory project is progressing steadily, with equipment testing and process stability verification ongoing [3] - The factory is currently in the initial capacity ramp-up phase, with core production equipment deployed [3] - The company is actively recruiting and training employees for key positions to support project production [3] Group 3: Financing and Industry Barriers - The company plans to raise up to 600 million CNY through a private placement of A-shares, with funds allocated for the smart gearbox factory and working capital [3] - High industry barriers exist, including technical, financial, customer certification, and brand reputation challenges [3] Group 4: Profitability and Competitive Advantage - The smart gearbox factory is expected to significantly increase gross margins due to enhanced product value and scale effects [4] - The factory's production capabilities will improve operational efficiency and market responsiveness, addressing the industry's demand for large-scale, intelligent wind turbine gearboxes [4] - The project is anticipated to contribute substantial revenue growth, with annual contributions expected to reach hundreds of millions CNY [4]