说明称，近日，市场上出现涉及本公司的不实传闻，相关内容对市场认知造成干扰。本公司特此郑重说明：目前公司核心业务推进有序，按计划正常开 展，不存在影响公司正常经营与发展的异常情况。 说明称，本公司长期深耕高端消费电子与智能终端领域，具备多品类零部件的垂直整合能力、成熟的产品工程与量产经验，以及覆盖多区域的全球化产能 布局，能够为不同类型客户提供稳定、灵活且高品质的制造与供应支持。相关能力与布局亦已获得产业链长期验证。 在通讯算力领域，公司布局电连接、光连接、热管理和电源管理四大产品线，以技术为导向，应用一代、开发一代、预研一代，结合强大的可落地性解决 方案，目前与全球头部客户业务合作如预期进展。汽车板块业务聚焦线束、连接器等核心零件，并向智能座舱/辅助自动驾驶、智能底盘及动力系统等系 统级产品拓展，近期完成对德国莱尼的并购，进一步深化全球化产能布局，推进与全球品牌车企的合作，进军全球汽车零部件前十的行列。 2026年1月3日下午，立讯精密在其微信公众号发布"关于近期不实传闻的澄清说明"（以下简称说明）。 说明表示，本公司将持续专注主业，以稳健经营和长期价值创造回馈客户、投资者及社会各界。同时，对于任何捏造事实、 ...

港口机械领域龙头企业振华重工（600320.SH）揽获大单。 12月26日晚间，振华重工发布公告称，公司与广州打捞局签署了《广州打捞局深水起重船建造项目合 同》，合同总金额约为11.49亿元。 振华重工是中国交通建设集团旗下的重要的装备制造平台，拥有20余艘6万吨至10万吨级整机运输船， 可将公司产品整机运往全世界，公司产品现已进入全球110个国家和地区，岸桥产品市场占有率连续二 十余年保持行业第一。 长江商报消息 ●长江商报记者 杨蝶 长江商报记者注意到，近年来，振华重工积极实施智能制造升级，巩固技术优势。2022年以来的近四年 间，公司累计投入的研发费用高达48.98亿元。 合同负债204亿又签11.49亿大单 振华重工不断丰富订单储备。 最新披露的重大合同公告显示，振华重工于2025年12月26日与广州打捞局签署了《广州打捞局深水起重 船建造项目合同》，合同总金额约为11.49亿元。 根据公告，该合同为日常经营合同，不会影响公司业务的独立性。振华重工称，本次签署的合同对公司 业务发展具有积极意义。 长江商报记者注意到，2025年以来，振华重工保持稳健经营，订单储备持续丰富。在2025年半年报中， 振华重 ...

2025年12月27日，国内智能物流与智能制造解决方案龙头科捷智能(688455.SH)与前沿人形机器人企业 北京星动纪元科技有限公司正式签署《战略合作协议》。此次强强联合以"技术突破+场景赋能"为双轮 驱动，标志着人形机器人技术与智能物流产业的深度融合迈入实质性落地阶段，将为行业破解作业痛 点、重塑人机协同生态注入强劲动力。 根据协议约定，双方现阶段将重点聚焦智能物流、智能工厂、新能源三大领域，围绕场景化商业应用、 核心技术研发、系统集成适配、联合销售等关键环节开展合作。通过共建实验室、高层互访、定期会 议、团队互派及联合研发等多元化机制，打造行业标杆性解决方案，持续挖掘产业价值，引领行业技术 升级与模式创新。 当前，全球制造业正掀起智能化升级浪潮，人形机器人已成为驱动产业变革的关键变量。此次科捷智能 与星动纪元的合作，实现了"场景资源+核心技术"的精准匹配，将加速人形机器人从实验室走向产业一 线，推动智能物流行业从传统自动化向"柔性智能化"跨越。业内人士分析，未来人形机器人将在物流仓 储、电商履约、新能源生产、工厂柔性制造等场景发挥重要作用，在提升作业效率、降低运营成本、强 化安全生产等方面释放多重价值， ...

（来源：国机汽车） 在长期合作中，中汽工程充分发挥行业深耕经验与专业技术优势，协助小鹏汽车将智能工厂规划、绿色能源应用及智能生产场景等先进理念付诸实践，专 注于智能工厂建设的全流程创新，共同致力于打造新势力造车标杆工厂典范。近期在广州二期总装项目中，面对双层厂房空间受限、生产节拍要求高的行 业难题，中汽工程通过模块化布局与智能物流协同技术，实现了双层厂房的高效柔性生产，大幅提升了项目生产效率与产品质量稳定性；在武汉涂装项目 中，则以先进环保涂装工艺与智能控制系统，打造出低排放、高效率的涂装生产线，助力小鹏汽车在外观质感与绿色环保方面实现双重提升。 面对汽车产业电动化、智能化的深刻变革，中汽工程将以更前沿的工程技术、更优质的服务能力，与小鹏汽车在新能源技术、智能制造升级等领域展开更 深入合作，携手推动新能源汽车产业高质量发展。 （来源：国机汽车） 自2017年起，中汽工程深度参与并助力小鹏汽车成长，合作贯穿从研发试制到多地工厂建设的全过程。从早期试制试验、广州研发，到广州黄埔工厂 EPC、武汉工厂设计及中试车间EPC等项目，双方合作持续深化。业务范围全面覆盖工程设计、土建EPC、焊装、涂装及总装设备供货等核心领 ...

（来源：工人日报） 今年以来，当地通过实施鼓励科技创新、减税降费、助企纾困等政策，提升自主品牌竞争力，推动智能 制造升级，经济保持平稳增长态势。同时，产业发展带动劳动力实现家门口就业增收，助力乡村振兴。 本报通讯员 陈海伟 摄 12月18日，浙江省湖州市长兴县夹浦镇，浙江常鑫纺织品有限公司车间，工人正在生产线上忙碌，奋战 四季度订单，冲刺全年目标任务。 ...

Core Viewpoint - The event aims to promote high-quality development in the private manufacturing sector, emphasizing its crucial role in the economy and the importance of innovation and quality in building a strong manufacturing nation [3][11]. Group 1: Event Overview - The high-quality development exchange event for private manufacturing enterprises was held in Dezhou, attended by over 120 representatives from key private manufacturing companies across 17 provinces [1]. - The event was guided by the China Individual Laborers Association and co-hosted by various local government departments, focusing on the theme "Gathering Private Enterprise Strength to Forge a Manufacturing Power" [11]. Group 2: Key Messages from Officials - Wang Haidong acknowledged the achievements of Shandong Province and Dezhou in private manufacturing, highlighting its role as a pillar of the real economy and a main force in building a strong manufacturing nation [3]. - Chen Xiaoqiang, representing the Dezhou government, expressed a commitment to providing optimal services and a conducive environment for national enterprises to deepen cooperation [4]. - Zhou Hailiang emphasized the need for a high-level platform for idea exchange and cooperation, aiming to address the challenges faced by private enterprises and ensure that policy benefits reach the grassroots level [6]. Group 3: Industry Insights and Innovations - Representatives from leading companies shared their experiences in smart manufacturing upgrades, digital transformation, and the establishment of green manufacturing systems, providing replicable development paths for attendees [7]. - The event included a practical examination of key enterprises in Dezhou's high-end equipment, sports, and healthcare industries, showcasing innovative models and practical outcomes in promoting high-quality manufacturing [7]. Group 4: Networking and Collaboration - A large screen displayed contact information for numerous private manufacturing leaders, facilitating efficient connections among participating entrepreneurs [9].

Core Insights - The company reported accelerated revenue growth, strong order reserves, and improved profitability in its Q3 2025 report [1] Revenue Growth and Profitability - The company's Q3 revenue growth reached 47.08%, driven by a significant increase in project delivery and acceptance [2] - The gross margin improved by 3.86 percentage points year-on-year in Q3, with a cumulative gross margin of 20.81% for the first three quarters, up 4.87 percentage points [2] Order Reserves and International Strategy - The company's order backlog reached a record high of 42.91 billion yuan, a year-on-year increase of 70.34%, ensuring robust performance for the next 1-2 years [3] - The smart logistics segment saw a remarkable 122.42% year-on-year increase in order backlog, reaching 24.88 billion yuan, driven by e-commerce peak seasons [3] - International orders amounted to 20.71 billion yuan, up 73.81% year-on-year, with successful project expansions in markets like Poland, UAE, UK, and Singapore [3] R&D Investment and Technological Advancements - The company increased R&D investment to 26.14 million yuan in Q3, a 30.93% year-on-year rise, with total R&D spending for the first three quarters at 79.87 million yuan, accounting for 10.61% of revenue [4] - The company is focusing on high-growth sectors such as new energy and cross-border e-commerce, enhancing its competitive edge through technological advancements [4] - Despite increased R&D and management costs, the company reported a net profit of -59.39 million yuan for the first three quarters, with expectations for a revenue recognition peak in Q4 due to a strong order backlog [4]

Core Viewpoint - Sunny Optical Technology (02382.HK) reported a significant increase in mobile camera module shipments in September, indicating a positive trend in the company's performance and the optical industry as a whole [1][3]. Group 1: Shipment Data - The company shipped 48.52 million mobile camera modules in September, representing a year-on-year growth of 32% [1]. - Mobile lens shipments totaled 118 million units, showing a slight decline of 1% year-on-year [3]. - The automotive lens shipments reached 11.66 million units, reflecting a year-on-year increase of 25% [3]. Group 2: Factors Driving Growth - The growth in mobile camera module shipments is attributed to increased shipments of certain flagship models and optimization of the new product structure [3]. - The company has been investing heavily in R&D for high-end mobile optical modules, automotive lenses, and AR/VR optical systems to enhance product competitiveness and customer penetration [3]. Group 3: Market Outlook - Analysts suggest that the global smartphone market is recovering, with rising demand for high-pixel, periscope, and multi-camera modules, which may lead to a rebound in shipments for optical supply chain companies [3]. - Sunny Optical holds a leading advantage in the high-end camera module sector due to its technological accumulation and stable customer base [3]. - The automotive business is expected to expand significantly as the penetration rate of smart driving increases, enhancing the demand for camera module applications [3]. Group 4: Future Prospects - The company is expected to see continued improvement in its performance in the second half of the year, benefiting from new product launches and steady growth in automotive electronics [3]. - Sunny Optical plans to accelerate optical innovation and smart manufacturing upgrades to explore dual growth opportunities in consumer electronics and automotive optics [3].

Core Viewpoint - The company aims to transform from an equipment supplier to a smart factory solution provider by leveraging deep technology, policy guidance, and an open ecosystem through a combination of "hard technology + soft power" [1] Group 1: Clientele - The company serves high-quality clients including SAIC General Motors, SAIC Volkswagen, SAIC's self-owned brands, BYD, Changan Automobile, and SANY [1] Group 2: Strategic Direction - The company emphasizes the importance of technological depth as a foundation, policy orientation as support, and ecological openness as a means to achieve its strategic transformation [1]

Core Viewpoint - The A-share market is witnessing a positive trend in Q3 earnings forecasts, with 47.06% of the 17 companies reporting optimistic projections for the first three quarters of 2025, indicating overall growth in performance [1][2]. Group 1: Earnings Forecasts - Longchuan Technology expects a net profit of 827 million to 877 million yuan for the first three quarters of 2025, representing a year-on-year increase of 131.39% to 145.38% due to strong demand in the semiconductor market [1][2]. - Zhongtai Co. anticipates a net profit of 325 million to 355 million yuan for the same period, reflecting a growth of 71.36% to 87.19%, driven by normalizing domestic and international orders and an increase in overseas revenue [2][3]. - Brother Technology forecasts a net profit of 100 million to 115 million yuan, marking a significant increase of 207.32% to 253.42%, with Q3 net profit expected to be 35.459 million to 50.459 million yuan, up 92.49% to 173.92% year-on-year [2][3]. Group 2: Market Reactions and Institutional Interest - Following the earnings forecasts, several companies, including Brother Technology, experienced notable stock price increases, with Brother Technology's stock hitting the limit up the day after its announcement [2][3]. - Institutions have shown increased interest in companies post-earnings announcements, focusing on the reasons behind the positive performance, product price changes, and market expansion [2][3]. Group 3: Growth Drivers and Future Outlook - Brother Technology attributes its growth to rising prices of Vitamin B1, increased production capacity utilization, and lower costs, leading to improved overall gross margins [3]. - Zhongtai Co. has established a competitive edge in overseas markets, having entered the supplier lists of several well-known clients, which enhances brand recognition and overall profitability [3][4]. - Companies like Luxshare Precision emphasize innovation-driven growth and plan to leverage their global manufacturing advantages to enhance market competitiveness, focusing on smart manufacturing and technological innovation [4][5]. - Starshine Technology highlights rapid growth in new product lines such as smart robots and automotive electronics, contributing to overall revenue growth [5][6].