证券日报网讯 1月8日，飞亚达在互动平台回答投资者提问时表示，公司基于战略转型方向，加大对精 密制造业务的研发、人才等关键方面投入，在现有精密零部件产品基础上，积极探索精密减速器等相关 业务。 （编辑 袁冠琳） ...

稿源：长沙晚报 2026-01-07 08:27 以提案之力聚发展之智 以实干担当赴时代征程 陈昌佳在长沙市政协十三届五次会议上作提案工作情况报告 长沙晚报1月6日讯（全媒体记者 田也）1月6日上午，在中国人民政治协商会议长沙市第十三届委员会 第五次会议上，市政协副主席陈昌佳受政协长沙市第十三届委员会常务委员会委托，向大会报告长沙市 政协十三届四次会议以来的提案工作。 一年来，市政协常委会坚持以习近平新时代中国特色社会主义思想为指导，深入学习贯彻中共二十大和 二十届历次全会精神，全面落实习近平总书记关于加强和改进人民政协工作的重要思想，以及对政协提 案工作的指示要求，紧扣中心大局，精准建言资政。四次会议以来，共征集提案499件，审查立案425 件。截至2025年11月底，所有立案提案均已办结答复，一件件高质量提案，转化为推动发展、惠及民生 的有效举措，为推进中国式现代化长沙实践贡献了政协智慧、凝聚了委员力量。 紧扣发展大局，精准建言赋能现代化长沙建设 委员们胸怀"国之大者"、聚焦"省会要事"，围绕长沙高质量发展与现代化建设，提出提案184件，立案 166件。 聚焦构建现代化产业体系，建议打造人工智能应用之城、 ...

基金"捐赠签约仪式。 "上海交通大学"微信公众号 图 上海交大介绍，以"唐晔教育基金"为支点，上海交通大学与柏楚电子同步签署战略合作协议，合作落地 将以"柏楚-交大智能基座产教融合基地"建设为纽带，在三大维度展开联动：科研层面，聚焦智能感 知、AI+产业融合、精密制造等关键领域联合攻关，共享技术资源与创新成果；成果转化环节，采 用"揭榜挂帅"模式对接市场需求，为科研成果提供场景验证与产业化支持；人才培养上，开展专业学位 研究生联培、共建企业实训中心，实现企业导师参与教学、学生深入产业实践的双向赋能。 当天，上海交通大学130周年校庆正式进入100天倒计时。唐晔与杨振斌共同签署"唐晔教育基金"捐赠协 议，捐出柏楚电子股票100万股（市值约1.3亿元）。随后，丁奎岭为唐晔颁发捐赠证书。 据"上海交通大学"微信公众号消息，12月29日，上海交通大学闵行校区，"唐晔教育基金"捐赠、唐晔校 董聘任暨上海交通大学与柏楚电子战略合作签约仪式举行。 "唐晔教育基金"将重点用于船建、机动、集成电路、溥渊未来技术等学院及学校整体发展，为人才培 养、科研创新注入新的活力。仪式现场，唐晔获颁校董聘书。 上海交通大学党委书记杨振斌，校 ...

Core Viewpoint - The article highlights the strategic moves of Lingyi iTech, a key player in Apple's supply chain, focusing on its recent acquisition of a stake in a liquid cooling company, Limin Da, and its broader strategy to diversify into high-growth sectors, particularly in the AI and automotive industries [5][12]. Company Background - Lingyi iTech, founded by Zeng Fangqin in 2006, initially focused on precision parts for mobile phones, particularly for Nokia [7]. - The company gained prominence by securing orders from Apple, overcoming stringent quality and pricing demands [9][11]. - By 2024, Lingyi iTech's revenue reached 442.11 billion, with a market capitalization of 1,125 billion by the end of 2025, marking significant growth since its listing [11][12]. Recent Acquisition - Lingyi iTech announced the acquisition of a 35% stake in Limin Da for 875 million, with a valuation of Limin Da's total equity at 2.51 billion, reflecting a 34-fold premium [15][16]. - Limin Da is recognized for its collaboration with NVIDIA, providing critical cooling components for high-performance servers, which aligns with Lingyi iTech's strategic focus on AI and computing technologies [16]. Strategic Shift - The company has been actively restructuring its business by divesting non-core operations, such as its logistics and trade services, which previously accounted for 40.97% of its revenue in 2017 [13]. - Lingyi iTech has expanded into high-growth areas, including medical devices and electric vehicles, through various acquisitions [13][15]. Market Positioning - Lingyi iTech's recent moves position it as a comprehensive solutions provider in the AI and automotive sectors, with a product line that includes AI smartphones, wearable devices, and components for clean energy [15]. - The acquisition of Limin Da is seen as a strategic step to enhance its capabilities in the liquid cooling market, complementing its existing product offerings [16]. Industry Context - The article notes that other major players in the Apple supply chain, such as Luxshare Precision and Lens Technology, are also vying for positions within NVIDIA's supply chain, indicating a competitive landscape [17]. - The trend reflects a broader shift in the industry, where traditional supply chain companies are adapting to the demands of AI and high-performance computing markets [17].

经济观察网据央视新闻，12月9日，记者了解到，今年1到11月，市场监管总局新批准发布85项服务"双 碳"工作和精密制造产业发展的国家标准物质，为提高碳测量数据和精密制造测量数据精准性提供有力 支撑。在服务精密制造产业发展方面，批准发布高纯氮、高纯氧等13项电子气体国家标准物质。在半导 体器件制造过程中，高纯度电子气体标准物质可用于清洗、刻蚀、沉积等多个关键环节，确保晶圆的纯 净度和性能。在集成电路生产过程中，高纯度电子气体标准物质在光刻、离子注入、氧化等工艺中发挥 着重要作用，保障集成电路的稳定性和可靠性。 ...

在金属材料的浩瀚星空中，精密无缝管犹如支撑现代工业的隐形骨架。它们隐匿于机械设备的腹腔，穿梭于能源管道的脉络，以毫厘不差的精确度承载着 千钧之力。近日，一则行业动态激起涟漪——聊城市铭翊达金属材料有限公司以其卓越的产品品质与技术实力，成功入选十大精密无缝管现货工厂推荐榜 单。这不仅是对企业七年深耕的肯定，更折射出中国精密制造领域从量变到质变的跃迁轨迹。 站在智能制造的时代门槛回望，铭翊达金属的七年征程颇具启示。他们没有追逐风口的热闹，而是沉下心来打磨产品的"内壁光洁度"；不刻意标榜规模扩 张，却在细分领域筑起技术护城河。当问及入选推荐榜的秘诀时，企业负责人指向车间墙上"品质为先"的标语——这并非装饰性的口号，而是融入企业血 脉的行动准则。从原材料入厂时光谱分析仪的嘀嗒声，到出货前质检员指尖在管壁滑动的触感，质量意识已具体为可感知的日常实践。 未来已来，精密制造正在重新定义"中国质量"的内涵。在这个进程中，像聊城市铭翊达金属材料有限公司这样的专业服务商，正以工匠精神为经纬，编织 着中国金属材料产业升级的新图景。他们的故事告诉我们：真正的行业标杆从不需要自我标榜，当每一根钢管都能在严苛工况下稳定服役，当每个解决方 ...

根据披露的机构调研信息2025年11月11日，泉果基金对上市公司沃尔德进行了调研。 基金市场数据显示，泉果基金成立于2022年2月8日。截至目前，其管理资产规模为237.87亿元，管理基 金数6个，旗下基金经理共5位。旗下最近一年表现最佳的基金产品为泉果旭源三年持有期混合A （016709），近一年收益录得34.32%。 截至2025年11月13日，泉果基金近1年回报前9非货币基金业绩表现如下所示： 基金代码基金简称近一年收益成立时间基金经理016709泉果旭源三年持有期混合A34.322022年10月18日 赵诣 016710泉果旭源三年持有期混合C33.792022年10月18日赵诣 022223泉果消费机遇混合发起式 A30.632024年9月27日孙伟 018329泉果思源三年持有期混合A27.122023年6月2日刚登峰 018330泉果思源 三年持有期混合C26.602023年6月2日刚登峰 019624泉果嘉源三年持有期混合A23.702023年12月5日钱思 佳 019625泉果嘉源三年持有期混合C23.222023年12月5日钱思佳 020855泉果泰然30天持有期债券 A3.992024年 ...

Core Insights - The article highlights the collaboration between Fulin Precision and Zhiyuan Innovation in deploying embodied industrial robots across multiple production lines, enhancing efficiency from raw material handling to assembly [1][4]. Company Developments - Fulin Precision has initiated small-scale production and delivery of robotic electric joints, with a pilot line capable of producing 150,000 sets annually, marking a significant step in their robotics component business [2]. - The company has over 20 years of experience in the automotive parts industry, focusing on high-tech, high-value-added precision products, which positions it well for entering the robotics sector [2]. - Fulin Precision is developing a dual-driven industrial ecosystem by integrating technology and market strategies, including a joint venture with Zhiyuan and Juxing New Materials for humanoid robot applications [5]. Industry Trends - There is a growing global demand for robots, with an increasing trend towards domestic industrial robot localization, which presents opportunities for automotive parts suppliers to expand into robotics [3]. - The precision manufacturing sector is experiencing a transformation, with high-end manufacturing demanding advanced precision capabilities, particularly in the humanoid robot industry [6]. - The market is shifting towards integrated equipment solutions, with significant demand for precision components in fields like industrial machine tools and low-altitude economy [6][7].

Investment Rating - The report maintains a "Buy" investment rating for the company [6] Core Insights - The overall performance in Q3 is in line with expectations, with revenue for the first three quarters of 2025 reaching 2,983 million yuan, a year-on-year increase of 7%, and a net profit attributable to the parent company of 406 million yuan, up 19% year-on-year [6] - The company is expected to achieve net profits of 603 million yuan, 708 million yuan, and 812 million yuan for the years 2025, 2026, and 2027 respectively, reflecting growth rates of 28%, 17%, and 15% [6] - The company has established a solid competitive barrier due to its deep accumulation in precision manufacturing, excellent cost control capabilities, and forward-looking global layout [6] Financial Data and Profit Forecast - Total revenue for 2025 is projected at 4,720 million yuan, with a year-on-year growth rate of 23.3% [5] - The gross profit margin is expected to improve from 22.3% in Q1-3 2025 to 23.4% in 2025E [5] - The return on equity (ROE) is forecasted to be 17.6% in 2025, increasing to 18.6% by 2027 [5] Business Segment Analysis - The compressor parts business is closely tied to the white goods compressor industry, with a slowdown in growth expected due to reduced production rates in the third quarter [6] - The automotive parts business is seeing improvement due to strategic cooperation with Huayu Automotive, with a year-on-year growth in automotive sales of 12.9% [6] - The engineering machinery business is under pressure due to inventory destocking and fluctuating European demand, but the company is actively seeking new clients [6]

Core Viewpoint - The article discusses the emergence of "invisible champions" in China's high-end manufacturing sector, which are expanding into new and imaginative fields while consolidating their existing bases, showcasing a "dual-driven" collaborative evolution model [3][4]. Group 1: Industry Trends - The automotive industry is advancing towards electrification and intelligence, leading to stringent requirements for precision, reliability, and responsiveness in core component systems [3]. - The robotics industry is rapidly transitioning from laboratory settings to extensive industrial and consumer applications, resulting in explosive growth in demand for basic components such as actuators, transmissions, and seals [3][4]. Group 2: Strategic Opportunities - The intersection of the automotive and robotics sectors at the core nodes of "precision manufacturing" and "intelligent execution" creates strategic opportunities for upstream suppliers with deep technical foundations and rapid iteration capabilities [4].