内容概况：液位变送器作为现代工业自动化系统的核心组件，凭借其结构简单、安装便捷和测量精准等 优势，已成为工业生产、储运和监控领域不可或缺的关键设备，广泛应用于液体储罐、水处理设施、化 工装置等各类工业场景。近年来，随着我国工业自动化水平持续提升、精细化生产工艺需求日益凸显， 以及新能源、智能制造等战略性新兴产业对高精度液位监测的依赖度不断增强，液位变送器在液位监测 领域的重要性愈发突出。石油化工、水处理等行业是液位变送器的主要应用领域，在石油化工行业，复 杂工艺和高安全标准催生了大量高精度液位监测需求；而环保政策推动下水处理行业快速扩张，也显著 提升了液位变送器的应用需求。在此背景下，中国液位变送器市场规模呈现逐年增长的态势。数据显 示，2024年中国液位变送器行业市场规模约为172亿元。未来，随着传感技术的不断发展，液位变送器 有望实现更高的智能化、抗干扰能力和维护便捷性，从而更好地满足工业自动化和智能化发展的需求。 相关上市企业：川仪股份（603100）、太钢不锈（000825）、云铝股份（000807）、中国铝业 （601600）、铜陵有色（000630）、北方铜业（000737）、英冠陶瓷（83497 ...

Group 1 - The core viewpoint of the news is that Nanjing Guanshi Technology Co., Ltd. has applied for a patent for a multi-functional tension control platform and method based on circular cutting, which aims to improve the precision and stability of tension control during the circular cutting process [1] - The patent application was filed on June 2025, and the publication number is CN120353123A, indicating the company's ongoing innovation in control technology [1] - The technology involves real-time synchronization of tension values and operational status through tension sensors and floating roller devices, utilizing a PID controller for dynamic tension correction [1] Group 2 - Nanjing Guanshi Technology Co., Ltd. was established in 2002 and is located in Nanjing, primarily engaged in professional technical services [2] - The company has a registered capital of 73.609361 million RMB and has invested in 9 enterprises, participated in 6 bidding projects, and holds 91 patents [2] - Additionally, the company has 11 trademark registrations and 77 administrative licenses, showcasing its active engagement in intellectual property and business operations [2]

我们看下来，这个最合适 GeoScan S1最强性价比实景三维激光扫描仪，轻量化设计，一键启动，便可拥有高效实用的三维解决方案。以多 模态传感器融合算法为核心，实现厘米级精度的三维场景实时重构。可广泛用于多种作业领域。 每秒20万级点云成图，70米测量距离，360°全域覆盖，支持20万平米以上的大场景，扫描可选配3D高斯数据采 集模块，实现高保真实景还原。支持跨平台集成，配备高带宽网口及双USB 3.0接口，为科研实验提供灵活扩展 空间。降低开发门槛，助力开发者快速掌握研发能力，开启更多可能。 GeoScan S1设备自带手持Ubuntu系统和多种传感器设备，手柄集成了电源，可通过D-TAP转XT30母头输出至 GeoScan S1设备本体，给雷达、摄像头以及主控板提供电源。 雄厚背景&项目验证 使用门槛低 ：操作简单直观，一键启动即可 执行扫描作业 扫描结果导出即用 ：无需复杂部署和繁琐处理，扫 描结果导出即用 高效率高精度建图 ：模型精度高，行走之间轻松扫 描大场景 业内最优惠价格 ：性价比高，高度 集成多传感器， 往下翻~ 同济大学刘春教授团队和西北工业大学产业化团队携手合作 多年科研和行业积累,上百个 ...

给我整不会了，每次Grok的爆火，都是马斯克在背后玩骚的。 就在昨天，马斯克放了个大招。 Grok推出了一个companion功能，3D虚拟人陪伴，人设是一个二次元金发美少女，名为Ani。 除了美少女还有个邪恶小熊猫，满嘴脏话，不过好像存在感特别低，所有人都忽略了它，眼里只有Ani。。。 在这个功能上线后，Grok的热度瞬间压不住了。。。 马斯克直接肉身带货，疯狂转帖。 然后就是一群人开始涌入Grok疯狂的聊天。 直接不到一天时间，把Grok的下载量，在日本和中国香港，冲到的第一。。。 我的群里也被刷爆了，全部是这玩意。 网友的叼毛梗图也是一个接一个。 道理我都懂，但是你在这里放一卷纸是什么意思。。。 跟我前几天发的EVE有点像，你可以不断的跟她聊天，说我喜欢你之类的，加好感度。 当你聊到好感度等级5以上的时候。 在大家聊着聊着，忽然发现，Ani居然是有好感度系统的。 王炸来了。。。 她就可以，换衣服。 而这套衣服和Ani的动作，直接把整个热度，推向了最高潮，我冒死给大家传一个视频看看。。。 能对话、有3D动作表演、二次元、性感服装。。。 马斯克实在是太特么懂了。 一进去，你就可以看到，这个可爱的二次元妹子。 ...

"监测点位位移小于40毫米，未超过阈值范围，设备运行正常！"7月9日，黄石大冶±800千伏特高压永兴 换流站值班员李瑶认真记录北斗地质沉降监测系统监测的数据，保障电网设备安全稳定运行。国网湖北 省电力有限公司在黄石部署湖北省首套北斗地质沉降监测系统，以数智科技助力特高压电网安全运维， 助力迎峰度夏期间电网安全运行。 湖北地质灾害多发、易发、频发，为解决以往地质监测依赖人工、频次较低、精度不够等痛点，湖北电 力创新应用高精度北斗定位技术，研发北斗地质沉降监测系统，实现监测目标毫米级定位、监测数据毫 秒级响应，以智能化、精准化运维，助力特高压电网安全稳定运行。 北斗地质沉降监测系统是湖北电力自主研发的基于北斗高精度卫星定位技术的地质监测系统。该系统采 用高精度定位算法与多源数据融合技术，结合换流站地质结构特点，能够监测电网设备是否发生水平、 左右、上下的毫米级偏移。 据悉，黄石大冶±800千伏永兴换流站建设在平原填方区，梅雨季节长期降水会导致地质出现沉降现 象。换流站电压等级高，负荷大，一旦出现地质问题，会导致设备不符合安全距离，造成设备之间放电 乃至形变、倾倒。湖北电力克服高电压环境作业、复杂地形布线等挑战，将 ...

证券代码：300177 证券简称：中海达 前，公司已实现卫星定位、激光雷达、声呐、光电、惯导 等相关核心技术的自主可控，构建了从底层硬件到上层算 法再到行业解决方案的完整技术链条。公司历经多年深耕 行业市场，持续探索、实践与改革优化，已逐步形成精准 时空感知装备业务、北斗高精度行业应用业务、智能驾驶 与导航控制业务三大核心业务板块，是国内少数能够为客 户提供全产品线高精度定位产品和解决方案的企业之一。 2、精准时空感知装备业务的介绍及业务优势 答：精准时空感知装备业务是公司创立以来一直从事 的业务，主要面向自然资源、建筑工程、应急、特种机构 等行业客户提供高精度定位装备及方案，满足客户获取时 空信息需求以供辅助决策，以及直接为地方政府部门/事业 单位等客户群体提供时空信息的获取和处理服务，主要如 下： 公司融合高精度卫星定位、激光雷达、视觉影像等技术， 持续推出具有创新性的 RTK 产品，在自然资源、建筑施 工、城市更新等领域提供高效的测量解决方案。公司研 发的 SLAM RTK 产品，基于创新性的激光逆向定位技术， 解决了传统 RTK 测量作业最后 100 米的测量难题，改变 了传统 RTK 的作业模式。公 ...

Core Viewpoint - The company Huace Navigation (300627.SZ) is experiencing significant growth in its operating performance, with a projected net profit of 320 million to 335 million yuan for the first half of 2025, representing a year-on-year increase of 27.37% to 33.34% [1][3]. Financial Performance - From 2019 to 2024, Huace Navigation achieved continuous rapid growth in revenue and net profit, with revenues of 11.46 billion, 14.10 billion, 19.03 billion, 22.36 billion, 26.78 billion, and 32.51 billion yuan, showing year-on-year growth rates of 20.32%, 23.05%, 35.02%, 17.50%, 19.77%, and 21.38% respectively [3][4]. - Net profits during the same period were 1.39 billion, 1.97 billion, 2.94 billion, 3.61 billion, 4.49 billion, and 5.83 billion yuan, with year-on-year growth rates of 31.91%, 41.99%, 49.45%, 22.75%, 24.32%, and 29.89% respectively [3][4]. - For the second quarter of 2025, the company expects a net profit of 177 million to 192 million yuan, with a year-on-year growth of 19.6% to 29.7% [3]. R&D Investment - Huace Navigation has consistently invested in R&D, with total R&D expenses amounting to 1.876 billion yuan from 2020 to 2024, maintaining a high investment ratio of over 14% of annual revenue [5][6]. - The company has established strong technical barriers with nearly 400 patents and a robust technology platform for high-precision navigation positioning [1][6]. Market Expansion - The company has adopted a global strategy, actively expanding into overseas markets, with foreign revenue increasing from 198 million to 938 million yuan from 2020 to 2024, representing a growth rate of 30.39% [7]. - The overseas revenue proportion rose from 14.05% to 30.39%, with gross margins improving from 62.14% to 77.6% [7]. Industry Position - Huace Navigation is recognized as a leading enterprise in the domestic high-precision satellite navigation positioning industry, focusing on core technologies and solutions for various sectors, including geospatial information and autonomous driving [1][2].

证券代码：300177 证券简称：中海达 广州中海达卫星导航技术股份有限公司 投资者关系活动记录表 编号：2025-005 | | 特定对象调研 分析师会议  | | | --- | --- | --- | | 投资者关系活动 | 媒 体 访 业绩说明会 | 采 | | 类别 | 新闻发布 会 路 演 活 动 | | | | 现 场 观 | 参 | | | 其他（请文字说明其他活动内容）： | | | 参与单位名称及 | 国信证券涂泳诗、中信建投周晓宇、博时资本刘雨凡、浙 | | | 人员姓名 | 江金河薛世雄、深圳龙奇士沈逸、郑申 | | | 时间 | 2025 年 07 月 08 日下午 15:00-16:30 | | | 地点 | 公司广州总部 | | | 上市公司接待人 | 董事会秘书：黄宏矩 | | | 员姓名 | 证券事务代表：张赟 | | | | 投资者关系主管：俞志洁 本次特定对象调研主要内容摘要如下： | | | | 1、公司的主营业务介绍 | | | | 答：公司专注于高精度导航定位技术产业链相关软硬 | | | | 件产品和服务的研发、制造和销售，深化北斗精准位置行 | ...

Black Forest官方测试报告显示，该模型在人类偏好评估、指令编辑等多项关键指标优于OpenAI最新发 布的GPT-image-1，标志着开源模型在高精度图像编辑领域取得新进展。 FLUX.1-Kontext的技术架构由自然语言解析、图像生成和多模态融合三个关键模块构成。 自然语言解析层采用改进型Transformer架构，配置8层自注意力机制，能对用户指令做深度语义拆分。 比如面对"将画面左侧咖啡杯替换为青花瓷杯，杯内咖啡表面添加拉花图案"的指令，系统可精准识别出 对象替换、材质变更、细节添加等子任务，并分配相应权重。 图像生成引擎基于改进版扩散模型（DPM-Solver++）构建，创新引入动态噪声调度机制。 作者：周源/华尔街见闻 在AI绘画领域竞争白热化的当下，开源与闭源模型的博弈持续深化。 6月底，知名开源平台Black Forest推出文生图模型FLUX.1-Kontext开发者版本，凭借"自然语言指令实现 图像编辑"的核心功能，迅速成为行业焦点。 该机制可依据指令复杂程度自动调整去噪迭代次数：处理"将天空改为黄昏色调"等简单指令时，20步内 即可完成；面对"将人物服装添加复古刺绣纹样"等复杂 ...

Core Viewpoint - The company reported a decline in gross profit margin and net profit, with significant fluctuations in revenue and profitability across different quarters in 2024, indicating challenges in maintaining profitability amidst rising costs and competitive pressures [1][2][3]. Financial Performance - In 2024, the company achieved a gross profit margin of 48.18%, down 3.98 percentage points from 2023. Revenue in Q3 increased by 68.55% year-on-year, while net profit decreased by 19.65%. In Q4, revenue decreased by 13.24%, and net profit turned negative, decreasing by 158.81% [1][2]. - The first quarter of 2025 showed a 13.32% increase in revenue year-on-year, but net profit fell by 46.24% to -10.38 million yuan [1]. Revenue Breakdown - The company’s revenue sources include modules and data applications, geographic information applications, and intelligent driving and digital construction. The main products include high-precision GNSS boards/modules, data collection equipment, and agricultural automatic navigation systems [2][3]. - The revenue from high-precision GNSS boards/modules was 5,965.13 million yuan, down 6.08%, with a gross margin of 48.36%, down 15.62%. Data collection equipment revenue was 7,608.87 million yuan, up 17.71%, with a gross margin of 31.19%, down 6.09% [2][3]. Customer and Supplier Dynamics - The company’s major customers include various entities in emerging markets, with significant sales to Unit B, which accounted for 4.53% of total revenue in 2024. Despite lower margins, the collaboration is deemed commercially reasonable due to the large order scale [5][6]. - Sales to high-margin customers like Unit C decreased significantly, impacting the overall gross margin of high-precision GNSS boards/modules [6]. Cost Structure and Material Costs - The company faced increased material costs, particularly for high-precision GNSS boards/modules sold to Unit B, which included additional patent fees. The average material cost for these boards was 21,430.87 yuan per unit [8][9]. - The overall direct material costs for data collection equipment decreased by 5.19% in 2024, attributed to lower procurement prices for components [10][12]. Industry Comparison - The company’s gross margin of 48.18% is compared with industry peers, showing a consistent trend in margin fluctuations. The gross margin for high-precision GNSS boards/modules was 48.36%, while data collection equipment was 56.80% [14][15]. - The competitive landscape in the satellite navigation industry is intensifying, with a high degree of domestic product availability leading to price pressures [16][17]. Sales Model Adjustments - The company has adjusted its sales model, increasing the proportion of domestic distributors, which has slightly lowered the overall gross margin due to the lower margins associated with domestic sales [6][7]. - The sales of high-margin products are critical, and any decline in their sales proportion could further impact the gross margin negatively [17].