开始播放免责声明本次电话会议请面向东北证券的专业投资机构客户或受邀客户仅供在新媒体背景下研究观点的及时交流第三方专家发言内容仅代表其个人观点所有信息或观点不构成投资建议根据监管规定未经东北证券事先书面许可 任何机构或个人严禁录音制作纪要转发转载传播复制编辑修改等涉嫌违反上述情形的我们将保留一切法律权利感谢您的理解和支持谢谢大家好欢迎参加东北传媒互联网宝铜机器人与微电机业务布局进展目前所有的参会者均处于静音状态在演讲结束后将给大家留有提问时间 现在有请主持人开始发言谢谢顺便的各位同志大家晚上好今天很荣幸我们邀请到宝通科技的埃尔总监常总还有宝通科技子公司泰迪斯电力传动科技有限公司的技术负责人李总然后市场对宝通科技的机器人与微电机业务的进展都比较关心然后今天我们很荣幸的请到两位嘉宾 然后今天呢我们就是针对市场关切的几个问题然后分别问下常总和李总啊就是首先第一个问题啊就是说我们看到那个宝东科技董事长包总然后又帅团队拜访了语速科技然后之前那个我们也披露了一些跟语速科技的合作情况然后就想问一下常总宝通与语速的合作的目前的进展 和目前保通机器人业务的布局情况好的 感谢赵老师的一个邀请首先大家可能也通过公众号看到了昨天董事长 ...

焊接误差控制在0.02毫米、获得国家专利101项、6到8分钟完成一台集装箱生产、"圈粉"全国一线大牌 企业,建设5G工厂……作为一家从事焊接设备、切割设备的制造企业,山东水泊智能装备股份有限公司 (以下简称水泊智能)在焊割行业已深耕20余年。20多年里,水泊智能变革了传统焊接方式,推动着相关传 统制造行业由"制造"向"智造"迈进。 截至6月底,企业今年已完成营业收入1.2亿元,全年营收预计将达到3亿元,相比去年提升近1.5倍。 文/片 记者 陈丹 济宁报道 为机器人装上"眼睛" 其实,不只储能箱生产,水泊智能作为一家从事焊接设备、切割设备的制造企业,长期专注于成套自动化焊 装生产线及相关智能装备的研发、设计、生产、装配和销售,业务涵盖专用车、工程机械、船舶制造等 多个领域。其生产的设备在中集集团、中联重科、上海易普集等全国900余家企业广泛采用,并远销德 国、加拿大、俄罗斯、美国、巴西等60多个国家和地区。 这家位于鲁西南的县城企业,为何有如此魅力,吸引一众大牌客户,成为其忠实粉丝?水泊智能副总经理、 董事申伟表示,这源于企业在焊割领域的多年深耕。 自动识别并焊接相关点位 走进水泊智能生产车间,繁忙的景象映入 ...

Group 1: Market Overview - The domestic market indices showed positive performance with the Shanghai Composite Index closing at 3510, up by 0.48% on the day and 1.40% for the week [1] - The overseas markets also experienced mixed results, with the Dow Jones Index closing at 44458, up by 0.49% on the day and 2.30% for the week [2] Group 2: Key Recommendations - The report from Ping An Securities highlights the ongoing "anti-involution" market phase, indicating that the current market is still in the expectation catalysis stage, with significant gains observed in sectors like photovoltaic, steel, and cement, averaging 3%-8% during the period from July 2-7 [3][10] - The report suggests focusing on industries with lower capacity utilization and higher profit pressure, particularly in the photovoltaic sector, construction materials, and certain light industry sectors [10] Group 3: Fund Performance - As of the end of June 2025, the total number of fund advisory combinations on the Tian Tian Fund APP reached 446, an increase of 5 from the previous month, indicating a growing interest in fund management [4][11] - The performance of various fund types showed that military, smart manufacturing, healthcare, consumer, and dividend strategies outperformed their benchmarks, while new energy, technology, and gold strategies lagged [12] Group 4: Industry Insights - The report emphasizes the importance of government policies in addressing "involution" competition, with recent meetings highlighting the need for industry self-regulation and quality improvement [7][8] - Historical comparisons indicate that the current "anti-involution" measures differ from previous supply-side reforms, focusing more on market-driven approaches rather than administrative measures [8][9] Group 5: New Stock Overview - Upcoming IPOs include Shanda Electric Power with an issue price of 14.66 and a subscription limit of 1 million shares, and Jiyuan Group with an issue price of 10.88 and a subscription limit of 1.2 million shares [15]

Core Insights - The retirement of PDMS marks a significant shift in the industrial design software landscape, indicating a deeper "technological reshuffle" within the industry [1][12] - The transition from traditional design tools to AI-driven, data-centric platforms is essential for meeting the demands of modern engineering projects [3][10] Group 1: Industry Trends - Industrial design software is undergoing rapid evolution, with AI, cloud collaboration, and data-driven approaches becoming the new foundational logic [1][3] - The previous era focused on digitizing design processes, while the current emphasis is on making digital design intelligent [3][10] Group 2: Challenges and Risks - Traditional tools, while functional, may hinder innovation and efficiency in the face of increasing project complexity and cross-regional collaboration [3][5] - A public letter from 25 prominent architectural firms criticized a major design software provider for failing to update its core products, leading to increased costs and operational burdens [5] Group 3: Technological Advancements - AVEVA E3D Design, as the successor to PDMS, represents a redefinition of industrial design processes, shifting from modeling tools to data platforms [7][8] - The new design process emphasizes real-time collaboration and data-driven decision-making, moving away from linear workflows [8][10] Group 4: Future Outlook - The retirement of PDMS signals the end of an era, highlighting the need for a complete rethinking of design methodologies and team collaboration [12] - The emergence of AVEVA E3D Design exemplifies a more intelligent and efficient working method, indicating that the reshuffling of the industrial chain's thinking and roles is just beginning [12]

Group 1 - The China Securities Industrial Internet Theme Index (931495) decreased by 0.91% as of June 19, 2025, with mixed performance among constituent stocks [1] - Notable gainers included Northern Huachuang (002371) up 1.84%, China Software (600536) up 1.22%, and Qiming Star (002439) up 1.00%, while Newland (000997) led the decline [1] - In May, the national industrial added value for large-scale enterprises grew by 5.8% year-on-year, with the equipment manufacturing sector seeing a 9% increase, contributing 54.3% to industrial production [1] Group 2 - The trend indicates that foreign industrial software giants are acquiring AI companies, significantly enhancing the intelligence level of domestic industrial software products [2] - The national government is accelerating the deployment of AI + industrial software initiatives, supporting pilot development of AI + CAE and AI + EDC products [2] - As of May 30, 2025, the top ten weighted stocks in the China Securities Industrial Internet Theme Index accounted for 47.11% of the index, including BYD (002594) and Northern Huachuang (002371) [2]

Group 1 - The event "Mergers and Acquisitions, Moving Towards New Directions" was successfully held in Beijing, focusing on the opportunities and practical frontiers of current M&A policies [1] - The China Securities Regulatory Commission has revised the "Management Measures for Major Asset Restructuring of Listed Companies," introducing several new initiatives to support companies in expanding and strengthening through mergers and acquisitions [1] - The event attracted numerous industry experts and representatives from listed companies to discuss new trends in M&A and explore the vast potential of the capital market [1] Group 2 - Kang Pan, Executive General Manager of the M&A Group at China International Capital Corporation, shared insights on the recent M&A market situation and opportunities, predicting an increase in industrial M&A activity and the injection of quality assets into traditional listed companies [1] - Two national-level specialized "little giant" enterprises presented their technological breakthroughs and development in their respective fields, highlighting their contributions to the industry [2] - Participants expressed a deeper understanding of M&A policies and identified potential collaboration opportunities through discussions during the event [2]

今年，宁夏银川市市场经营主体突破40万户。聚焦企业满意度不断提升，银川市创新构建"有机制、有 活动、有平台"三维服务体系，助推营商环境更优，打好"宜商银川攻坚战"。 助企发展"有活动"。政企沟通"早餐会"架起直通桥梁，市委主要领导与企业家围桌座谈，现场回应 AI+工业转型扶持政策优化、电力及特种气体供应保障等20余项诉求，实现"问题梳理-责任分解-限时办 结"闭环管理。人社局、司法局、税务局等部门工作人员深入园区企业，开展《民营经济促进法》《保 障中小企业款项支付条例》"点单式"解读。"产业链对接日""金融服务日"促成10余个产学研项目落地生 根，多家企业获得金融贷款。今年已开展企业家恳谈会、惠企政策宣讲会、服务企业"四日"等活动20场 次，服务企业500家次。 为企服务"有平台"。银川市"政企通"平台实现"企业画像—政策匹配—免申即享"智能服务，累计浏览量 超11万次，今年兑现奖补资金5410.15万元。银川市成立金融助企惠企中心，促成企业融资9700余万 元。为中小企业量身打造了宁夏首个"AI+算力"双驱动的数字化转型能力中心，为企业7×24小时提供专 业服务，打造免审即享的"数字化转型服务超市"，让中小 ...

在江西省萍乡经济技术开发区的甘源食品生产车间内，青豆等原料经过自动化浸泡、上料、精准称重 后，依次进入鼓泡等多道工序，随着机械臂上下挥舞，一件件包装好的成品快速码放至指定区域。该公 司自动化技改组副总监严根林说，通过升级自动化和智能化产线，公司的生产效率提高了60%，企业也 跻身国家级现代化产业化龙头企业行列。 甘源食品的智能化转型是萍乡经开区制造业升级的生动缩影。作为萍乡市工业发展主阵地，萍乡经开区 近年来以"政策引领+服务支撑+典型示范"为抓手，构建起制造业数字化转型的"智能矩阵"，为工业高质 量发展注入了强劲动力。 萍乡经开区充分发挥政策引领作用，制定出台《萍乡经开区制造业数字化转型行动方案（2024—2025 年）》《萍乡经开区关于支持制造业数字化转型的若干政策（试行）》，成功获评全省数字化转型优秀 开发区、省级第二批产业集群与中小企业数字化转型试点园区。截至目前，推动117家企业完成数字化 诊断、59家企业已开展数字化改造，数字化贯标L6级及以上企业达到6家。 同时，萍乡经开区打造"数智经开"服务平台，构建"1+1+N"服务体系，集成1个综合服务平台，上线政 策匹配、供需对接等6大应用场景。平台上线 ...