证券代码：301041 证券简称：金百泽 | | 投资者提出的问题及公司回复情况： | | --- | --- | | | 1.董事长您好，公司三季度营收略有增长的，介绍 | | | 一下营收增长的业务板块，及利润有所下滑的原因？ | | | 答：尊敬的投资者，您好！2025年1—9月收入53,129 | | | 万元，同比增长6.43%，公司始终坚持前瞻性战略布局， | | | 积极推动服务型制造的落地，致力于服务创新型中小企业 | | | 及行业头部客户研发，形成了高技术、高效率、高可靠性 | | | 的协同体系，带动主要业务板块协同增长。从终端业务板 | | | 块结构看，工业控制领域收入同比增长7.05%，受益于AI | | | 智能装备与高端制造客户订单增长，带动整体出货规模稳 | | | 步提升；智能硬件板块收入同比增长35.49%，主要得益于 | | | AI边缘计算、服务器、机器人及智能终端客户需求增长， | | 投资者关系活动主要 | 成为公司主要增量来源；汽车电子板块收入同比增长 | | 内容介绍 | 170.64%； 增收不增利的主要原因：（1）报告期内行业 | | | 竞争和关键原材料 ...

也需清醒认识到，挑战依然严峻。一是核心技术"卡脖子"风险犹存，高端工业软件、精密传感器等 仍依赖进口。二是转型成本与收益的不确定性，使广大中小企业不敢转、不会转。三是数据孤岛与标准 缺失，阻碍了产业链协同效率。四是复合型人才缺口巨大，既懂制造工艺又精通数据算法的"数字工 匠"一匠难求。这些问题，是制造与服务全方位、宽领域、深层次融合必须啃下的"硬骨头"。 《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》明确提出，"推动技术改造升 级，促进制造业数智化转型，发展智能制造、绿色制造、服务型制造，加快产业模式和企业组织形态变 革"，为构建以先进制造业为骨干的现代化产业体系指明了路径。不久前印发的《深入推动服务型制造 创新发展实施方案(2025—2028年)》，勾勒出"制造+服务"深度融合的蓝图。顶层设计的连续落子，不 仅是对服务型制造理念的深刻践行，更是推动我国制造业在全球产业格局调整中抢占制高点的战略举 措。 近年来，我国制造业呈现出数智重构、深度融合、价值链延伸的鲜明特征，服务型制造高质量发展 在多层次、多领域取得显著成效。一方面，表现为生产模式"智"的飞跃。以辽宁联通与海克斯康联合打 造的"5G+ ...

Group 1 - Service-oriented manufacturing is becoming an important way for companies to enhance competitiveness, with a focus on integrating advanced manufacturing and modern service industries [1] - The 2025 Liaoning Province Service-oriented Manufacturing Development Conference was held in Shenyang, aiming to accelerate the transformation and upgrading of manufacturing to service-oriented manufacturing [1] - Several cooperation projects were signed during the event, including a strategic cooperation agreement between the Provincial Department of Industry and Information Technology and the Service-oriented Manufacturing Research Institute [1] Group 2 - The mold industry, known as the "mother of industry," is crucial for processing raw materials into complete shapes and precise dimensions, widely used in various sectors such as construction, transportation, automotive, energy, and consumer electronics [2] - The Liaoning mold industry has a solid development foundation and is currently facing new opportunities, emphasizing the need for cultivating new productive forces and promoting digital transformation [2] - Continuous improvement of Liaoning's mold influence in both domestic and international manufacturing is encouraged through international cooperation and standard leadership [2]

Core Insights - The article highlights the transformation of Shaan Gu Group from a traditional equipment manufacturer to a comprehensive solution provider in the green low-carbon energy sector, showcasing its achievements in various awards and recognitions [1][2][8] - The company has successfully integrated its core competencies in compressor technology with emerging fields such as carbon capture, utilization, and storage (CCUS), long-duration energy storage, and industrial data governance [3][4][6] Summary by Sections Recent Achievements - Shaan Gu Group has recently established a joint research institute with Xi'an Jiaotong University, marking a significant collaboration between academia and industry [1] - The company received the "Urban Innovation Award" from the United Nations Industrial Development Organization and was recognized as a "Leader" in industrial data governance and a "Pioneer" in long-duration energy storage [1][2] Technological Advancements - The CCUS technology developed by Shaan Gu has been included in the national directory of advanced green low-carbon technologies, emphasizing its role in reducing carbon emissions [4] - The company has signed a major project with a leading domestic energy enterprise for a million-ton integrated "new energy + coal power + CCUS" initiative, showcasing its expertise in this area [6] Strategic Transformation - Shaan Gu has undergone two significant strategic transformations, evolving from a single equipment manufacturer to a comprehensive service provider in major equipment systems [8][12] - The company has focused on enhancing its core equipment capabilities while expanding into industrial services and energy infrastructure operations [11][12] Future Directions - The company is initiating a third round of transformation, emphasizing service-oriented manufacturing and the integration of advanced technologies with production processes [15][18] - Shaan Gu aims to strengthen its high-end manufacturing capabilities and leverage financial tools to empower its industrial chain, while also developing new technologies for CCUS and energy transition [19]

"中国消费市场对创新的接受度极高，这种需求会传导至产业链各环节，倒逼我们不断突破。"任鑫亭举 例说，本届进博会展出的超静音管材，正是团队根据中国高端住宅静音需求研发的全球首款一次成型产 品，噪音可低至20分贝以下，即将落地应用。 本届进博会上，克劳斯玛菲收获颇丰：与 6 家企业达成签约，首次携手中国中化旗下埃肯公司联合参展 并达成合作，共同探索硅胶与注塑技术融合的新场景；展出的"装配式建筑"展品，更是中国企业制造、 成功出海日本高端市场的成果体现，印证了"中国智造"的全球竞争力。 "十五五" 规划建议提出制造业 "智能化、绿色化、融合化" 发展方向，与克劳斯玛菲从 "制造业企业" 向 "服务型制造企业" 的转型战略高度契合。任鑫亭表示，这一政策布局让企业更坚定地打通价值链各环 节，将传统产业、科技赋能与未来场景深度融合，"科技引领和产业融合是发展新质生产力的关键，我 们正携手中国伙伴构建产业链协同创新体系，形成从技术突破到产业升级的合力"。 中国市场的创新活力与庞大需求，成为企业持续深耕的核心动力。在新能源汽车领域，中国产业向智能 化、绿色化、高端化的转型，为上游装备制造企业带来机遇。克劳斯玛菲不仅凭借全面的 ...

从"卖产品"转变为"卖服务+产品"，服务型制造正成为中国制造转型升级的重要抓手。近期，工业和信 息化部等7部门联合印发的《深入推动服务型制造创新发展实施方案（2025—2028年）》提出，到2028 年，服务型制造在制造业高质量发展中的作用进一步增强，以及完成20项标准制定、打造50个领军品 牌、建设100个创新发展高地等目标，并提出加强关键共性技术攻关和模式创新等7项主要任务和3项专 项行动。 服务型制造研究院院长、中国服务型制造联盟常务副秘书长刘尚文表示，服务型制造有别于传统的生产 型制造，是制造与服务融合发展的新型产业形态，是先进制造业和现代服务业深度融合的重要方向。发 展服务型制造有助于化解制造业发展中存在的矛盾和问题，对于构建强大而有韧性的产业体系、建设制 造强国具有重要意义。 优化产业结构 服务型制造指的是以客户需求为导向、以数智技术为支撑，通过创新优化生产组织形态、运营管理方式 和商业发展模式，将服务深度嵌入制造业产品全生命周期和各环节，延伸产业链、重塑价值链、构建新 生态，实现制造与服务融合发展的新型产业形态。 浙江大学发展规划处处长、软件学院院长、中国服务型制造联盟专家委员会副主任尹建伟认为 ...

"服务型制造"重塑中国外贸竞争新优势 中新网广州11月5日电 (记者 程景伟)第138届广交会4日在广州落幕。从现场参展情况看，中国企业不但 展出优质产品，也带来新技术、新标准、新方案，为全球采购商提供了超值服务。这被认为是中国服务 型制造蓬勃发展的一个生动缩影，正重塑中国外贸竞争新优势。 本届广交会现场意向出口成交256.5亿美元，保持增长势头。参展企业在材料、工艺、供应链方面坚定 走向新向智向绿发展路径，AI赋能、创新智造、绿色低碳、高端定制成为贯穿广交会三期的关键词， 具身机器人、脑机接口设备、生物基材料、AI智能康复设备等是各期的流量担当。 近年来，中国制造企业通过提供整体个性化解决方案，在全球市场打造"中国方案"品牌。记者在本届广 交会上采访获悉，在"出海"过程中，中企不仅输出了硬件设备，还带去先进的技术和标准；有些企业还 会进行本地化生产和供应链建设，并提供培训与技术支持、持续的服务与维护。 比如，本届广交会第二期上，欧派家居集团股份有限公司展出各种设计新颖的橱柜产品，并带来个性化 服务。该公司通过引入AI技术，全面升级企业数字化运营与智能化运作，提供"所见即所得、所感即所 要、设计即制造、制造即 ...

"换这张图试试。"10月31日傍晚，广交会的场馆已临近闭馆时间，两位阿拉伯采购商还围坐在一个AI服装绘图设计公司的展位内，目不转睛地盯着打开了AI 设计平台的电脑屏幕，想看看他们要采购的带中东风格的男装用AI变色或图生视频的效果。 AI智绘公司的工作人员告诉第一财经记者，采购商只需做一件服装样品并拍一张模特平面图，就可以在样图上转换十种不同颜色，能省下做九件服装样品 的成本。他们用AI工具可以帮采购商做更丰富的配色，并可以图生视频，节省大量聘请模特、拍摄视频的费用。 阿拉伯采购商看到男模特的图片可以快速用AI变换服装颜色和转换为短视频后，又提出了新要求。这位工作人员连忙回应说，"换背景也可以呀"。当看到图 片、视频从普通背景，瞬间变换为舞台背景，阿拉伯采购商竖起大拇指，满意地笑了。 "之前听说过，这是第一次亲眼看到这样的AI技术"，阿拉伯采购商兴奋地向记者说，他们到广交会不仅做服装生意，还要挖掘新技术。现在只需大约几千美 元，就可以使用这样的中国AI绘图设计软件和平台一年。记者11月4日了解到，这位阿拉伯采购商11月1日一口气就购买了该AI绘图平台三年的服务。 这家总部在上海的AI服装设计公司，还提供AI与面 ...

Core Insights - The company has aligned its strategic transformation with the recently approved 14th Five-Year Plan, focusing on smart manufacturing, green manufacturing, and service-oriented manufacturing [1] - In the clean energy sector, the company is well-positioned to capitalize on emerging opportunities, particularly in hydrogen energy and other strategic new industries [1] Group 1: Manufacturing Strategy - The company is advancing its transformation strategy by implementing digital production lines and "lighthouse factories" to enhance smart manufacturing capabilities [1] - It has developed a range of smart manufacturing equipment, including intelligent welding robots and automated guided vehicles [1] - The company is pioneering green manufacturing practices, such as using environmentally friendly water-based paints and modular construction methods to reduce construction waste [1] Group 2: Clean Energy Initiatives - The company’s clean energy business encompasses green methanol, hydrogen, and energy storage, creating a synergistic effect across the clean energy value chain [1] - A significant project includes the construction of a 50,000-ton-per-year bio-green methanol demonstration plant in Zhanjiang, expected to commence production in Q4 of this year [1] - The collaboration with Ansteel on a coke oven gas hydrogen production project aims to produce 15,000 tons of hydrogen and 100,000 tons of LNG annually, reducing carbon emissions by 470,000 tons [1] - The company is enhancing its technological advantages in LNG and hydrogen, developing integrated solutions for production, storage, transportation, and usage [1] - In the energy storage sector, the company’s products cater to various applications, and it has partnered with Denmark's VESTAS to develop the world's first modular containerized wind turbine nacelle [1]

Group 1: High-Level Dynamics - The People's Daily published a series of articles discussing the long-term stability and development logic of the Chinese economy, emphasizing the strong signals for stabilizing expectations and promoting development [1][5] - Xi Jinping attended the Global Women's Summit and delivered a keynote speech, highlighting the importance of women's development and proposing several initiatives to support this cause [10][11] - Premier Li Qiang hosted a State Council study session focused on enhancing standards to promote high-quality economic development [15][16] Group 2: Fiscal Policy - The issuance of 1.3 trillion yuan in ultra-long-term special government bonds was completed, with funds aimed at supporting major national strategies and enhancing safety capabilities in key areas [25][26] - The issuance scale increased by 300 billion yuan compared to 2024, with a faster pace and earlier issuance time to ensure funds are utilized effectively [25][26] Group 3: Monetary Policy - The central bank's financial data for September 2025 showed M1 growth at 7.2% and M2 growth at 8.4%, with a narrowing M2-M1 gap, indicating a shift towards more liquid deposits [31] - New social financing totaled 3.53 trillion yuan, with a year-on-year decrease, reflecting challenges in loan growth for both households and enterprises [31] Group 4: Regional Policy - The Yangtze River Delta region is enhancing urban agglomeration construction, with a focus on coordinated development and infrastructure connectivity [33][39] - A report on global marine city competitiveness highlighted Shanghai's leading position, emphasizing the city's economic vitality and port throughput [34] Group 5: Industrial Policy - Shanghai introduced measures to accelerate the cultivation of future industries, aiming to establish a number of leading enterprises and innovation clusters by 2030 [47][52] - A multi-departmental plan was released to promote service-oriented manufacturing innovation, targeting the establishment of standards and leading brands by 2028 [52][54] - The national industrial and information technology conference emphasized the importance of integrating technological and industrial innovation to enhance competitiveness [54]