思谋科技为工业智能体企业，主打融合「大模型+全栈机器人技术」，客户主要为企业，产品则主要用 于智能制造。吕江波表示，公司已构建完整的工业智能体软硬件产品生态，包含自研的工业多模态大模 型等，并应用于消费电子、新能源、造车、精密工业等领域。 吕江波向香港传媒展示公司近期研发的大模型智能协作机械臂，并称其不必提前编写运行逻辑且按默认 规则运作，而是搭载了思谋自研的工业多模态大模型IndustryGPT，即可像人类一样理解、思考，然后 行动，功能包括万物识别、物品抓取、积木游戏等，相信产品功能可于精密制造等领域中提升相关企业 制造效率与精准度。 思谋科技在港、深均有业务，吕江波称，公司在港主打科技源头创新，且会透过香港总部与国际客户洽 谈合作，引入海外顶尖专家；在深圳则以产业落地为目标，即于当地设研发中心、智能制造工厂，快速 将技术转化为工业解决方案。他举例，公司在港的科研团队上午完成算法调试，深圳产线下午即可部署 测试、工厂更是能于当晚完成样品生产，实现技术从实验室到产线的无缝衔接。做法相信能大幅缩短研 发周期，并形成难以复制的竞争壁垒。 吕江波表示，思谋正拓展德国、日本等市场，并正积极参与国际标准制定，包括有关 ...

Core Viewpoint - The company, Koyuan Smart, is expected to maintain strong performance and long-term growth potential driven by its multi-national certifications, comprehensive technology R&D system, platform-based products, and decentralized channels [1]. Investment Highlights - The investment recommendation is to maintain a "Buy" rating, with the target price raised to 31.66 yuan (+0.98). The projected EPS for 2025-2027 is 1.27 (-0.21), 1.73 (-0.22), and 2.06 yuan respectively. The average PE for comparable companies in 2025 is estimated at 26.79X. Given the company's focus on control systems and continuous expansion in the industrial internet product matrix, it is expected to sustain high growth, justifying a 25x PE for 2025, leading to the target price of 31.66 yuan [2]. - In 2024, Koyuan Smart achieved total revenue of 1.682 billion yuan, a year-on-year increase of 19.55%, with a net profit attributable to shareholders of 252 million yuan, marking a significant growth of 56.64% compared to 2023. In Q1 2025, the company reported revenue of 420 million yuan, a year-on-year increase of 14.60%, and a net profit of 61 million yuan, reflecting a 42.30% increase, showcasing its technological breakthroughs and ability to leverage policy benefits for enhanced profitability [2]. Technological and Market Positioning - The company has established a technological ecological barrier through multiple national certifications and a comprehensive technology R&D system. As a national-level manufacturing champion and a key high-tech enterprise, it holds certifications such as ISO 9001/45001/14001 and CMMI Level 5, demonstrating its credibility in the industrial intelligence sector. The company integrates cutting-edge technologies like AI, large models, and real-time databases, with R&D investment accounting for 10.44% in 2024, adding 16 new patents and holding a total of 236 effective patents [3]. - Koyuan Smart focuses on platform-based products and decentralized channels to efficiently convert technological advantages into market penetration. The company has built an IT/OT integrated platform that deeply merges industrial automation systems with industrial software, providing full lifecycle services from planning to operation for traditional industries. Its marketing network, covering 17 divisions nationwide, enhances customer loyalty and market share, accelerating the large-scale implementation of smart manufacturing solutions [3].

Core Points - The 20th Beijing International Industrial Intelligence and Power Transmission and Automation Exhibition (AIAE Expo 2026) will take place from June 10 to June 12, 2026, at the China International Exhibition Center in Beijing, with the theme "Intelligent Change for the Future, Digital Empowerment" [1][4][5]. Event Overview - AIAE Expo, established in 2005, is one of the earliest and most influential professional exhibitions in China's intelligent industrial and automation sectors, known for its wide participation from manufacturers and high-quality audience [4]. - The exhibition serves as a barometer for the intelligent industrial and automation industry in North China and is a one-stop procurement platform for the entire industrial chain of smart factories [4]. - The event aims to gather new technologies in intelligent industry, cultivate new productive forces, and support the construction of a modern industrial system [4]. Schedule - Registration and setup will occur on June 8-9, 2026, with the opening ceremony on June 10, 2026, at 9:30 AM, and the exhibition running from June 10 to June 12, 2026, from 9:00 AM to 5:00 PM [8]. Organizing Body - The event is organized by the China Association of Machinery Industry and the Beijing International Industrial Automation Exhibition Organizing Committee, with a history of over 20 years in hosting exhibitions [8]. Participation Benefits - Exhibitors can meet top professionals, showcase products and services to a rapidly growing market, and enhance brand visibility [9][11]. - The exhibition provides opportunities for developing new business partnerships, showcasing new products and technologies, and participating in industry forums to understand trends and innovations [11]. Exhibitor Categories - The exhibition will cover a wide range of categories including drive systems, mechanical infrastructure, sensing technology, control systems, industrial computers, automation software, interface technology, low-voltage switchgear, human-machine interface devices, industrial communication, fluid power, mechanical transmission, and training services [12][13].

Core Insights - The article highlights the successful conclusion of the China International Metal Forming Exhibition, where Dayun Technology showcased its core technologies and full-stack product system aimed at facilitating digital transformation in manufacturing enterprises [1] Group 1: AI Empowerment in Manufacturing - Dayun Technology utilizes AI for predictive maintenance, connecting equipment manufacturers and production enterprises to eliminate data silos and establish a unified equipment management standard, thereby enhancing equipment utilization and production efficiency [3] - The downtime analysis module addresses core pain points for production enterprises by enabling precise classification and real-time monitoring, facilitating a closed-loop management system from problem identification to resolution [3] Group 2: "1+4+N" Product System - The Equipment Data Lake (EDL) collects and aggregates operational data in real-time, creating a digital foundation for all equipment by utilizing self-developed edge computing gateways [4] - The downtime analysis module aids in problem identification and closed-loop management [5] - The platform supports seamless integration with various industrial systems, providing real-time data for lifecycle management [6] Group 3: Real-time Monitoring and Optimization - The Equipment Digital Twin Platform (EDT) offers real-time monitoring and optimization, presenting equipment operational status visually and enabling comprehensive monitoring and prediction [7] - The AI Application Service Platform (AIAS) transitions from reactive responses to proactive optimizations, offering services such as equipment health prediction and energy consumption analysis [7] Group 4: Value Summary - Dayun Technology's "1+4+N" system bridges equipment data silos, creating a collaborative intelligent manufacturing ecosystem that propels enterprises towards efficient and intelligent management [9] Group 5: Exhibition Outcomes - The exhibition attracted significant attention from industry experts and clients, with recognition from the China Forging Association for Dayun Technology's capabilities in promoting AI technology collaboration between equipment manufacturers and production enterprises [10] - Dayun Technology received the "Outstanding Supplier Recommendation Award for Forging, Stamping, and Sheet Metal Equipment," reflecting industry acknowledgment of its technological strength and driving continuous innovation [12] Group 6: Future Vision - Dayun Technology aims to deepen its focus on industrial AI, facilitating a shift from passive to predictive management, and fostering a collaborative, efficient digital factory ecosystem with equipment manufacturers and production enterprises [14]

一周IPO动态，覆盖港股、美股、A股。 本文为IPO早知道原创 作者｜C叔 微信公众号｜ipozaozhidao 曹操出行 港股｜挂牌上市 据 IPO早知道消息，CaoCao Inc.（曹操出行有限公司，以下简称"曹操出行"）于2025年6月25日 正式以"2643"为股票代码在港交所主板挂牌上市。 成立于 2015年的曹操出行作为一家由吉利集团孵化的网约车平台，现已成为中国最大的网约车平台 之一。截至2024年12月31日，曹操出行的业务已覆盖136座城市，其中2024年新拓展85座城市。 2023年和2024年，曹操出行的总GTV分别为122亿元和170亿元，分别较2022年和2023年增长 37.5%和38.8%。根据弗若斯特沙利文的资料，按GTV计算，曹操出行过去三年均一直位列中国网 约车平台前三名，其中2024年的市场份额进一步提升至行业第二。 今年第一季度，曹操出行的总 GTV为48亿元，较2024年同期增加54.9%，订单量亦较2024年同期 增长51.8%。 值得注意的是，截至 2024年12月31日，曹操出行在31个城市拥有一支超过34,000辆定制车的车 队供其附属司机使用。根据弗若斯特沙 ...

"因此，工业AI需要专门的技术体系，包括小数据量学习、抗幻觉算法、低功耗模型等，这是工业智能 化的关键。未来，能源化工产业的工业数智化将呈现三大发展趋势：一是从单点优化到全局智能，从单 一设备控制向全工厂全流程协同演进；二是从云端协同到自主决策，边缘计算节点将具备自主学习与决 策能力；三是从效率工具到低碳引擎，人工智能（AI）将成为工业领域实现'双碳'目标的核心使能技 术。"夏建涛表示，这些趋势将推动工业发展迈向新的高度。全应科技也将持续深耕工业智能化技术研 发，通过"工业数据+AI算法+行业知识"深度融合，推动我国能源化工产业加快实现从规模扩张到质量 跃升的历史性跨越。 夏建涛指出，传统煤电依赖集散控制系统（DCS）与人工调控的模式已难以适应能源化工产业对新型电 力系统的要求。以某化工企业自备电厂为例，在人工调控模式下，单班操作人员日均需处理2000~4000 笔控制指令，面对下游化工装置的负荷波动，常出现"控制滞后、参数振荡"等问题，劳动强度大且调控 精度不足，急需向智能化调控模式升级。据夏建涛介绍，当前全应科技的智能化方案已覆盖热电、化 工、冶金、环保四大行业，累计实施100个以上标杆项目。以化工热电厂 ...

Group 1: Company Developments - Bolekan Vision Cloud-B has launched its IPO on the Hong Kong Stock Exchange, with approximately 60.58 million shares available for global sale at a price of HKD 10.10 per share, indicating the company's confidence in its value [1] - Stand Robot has submitted its listing application to the Hong Kong Stock Exchange, focusing on industrial intelligent mobile robot solutions, despite currently being in a loss-making position [2] - Chengtai Technology has filed its prospectus with the Hong Kong Stock Exchange, specializing in millimeter-wave radar products, with projected revenues increasing from 0.58 billion to 3.48 billion from 2022 to 2024 [4] Group 2: Financial Performance - China Wangwang reported revenues of approximately 23.51 billion for the fiscal year ending March 31, 2025, a slight decrease of 0.3% year-on-year, while profit attributable to equity holders increased by 8.6% to 4.34 billion [3]

6月23日，斯坦德机器人（无锡）股份有限公司（简称"斯坦德机器人"）向港交所递交了招股书，联席保荐人为中信证券和国泰君安国际。 斯坦德机器人表示，公司在未来可能继续产生净亏损，因为在快速增长的工业智能机器人市场中，公司仍处于扩展业务及营运的阶段，并正 在持续投入研发。据招股书，2022年至2024年，斯坦德机器人的研发开支分别为5552.5万元、5609.8万元、3661.1万元。 此次赴港上市，斯坦德机器人拟将募资净额分别用于加强研发、扩展销售及服务网络、品牌宣传、开发新生产线等方面。 斯坦德机器人表示，公司属于根据港交所上市规则第18C章寻求上市的特专科技公司。由于公司的机器人解决方案、机器人及其他相关产品 的商业化处于相对较早的阶段，因此公司在2024年才达到相关上市规则规定的收益要求。 从斯坦德机器人近三年的财务表现来看，随着公司收入增长，净亏损正在逐步收窄。招股书显示，2022年至2024年，斯坦德机器人的收入分 别为9627.5万元、1.62亿元、2.51亿元；毛利分别为1238.2万元、5116.9万元、9715.8万元；归母净利润连续三年为负值，分别为-1.28亿元、-1 亿元、-4514.4 ...

已为小米汽车、富士康、OPPO等超400家客户服务。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 斯坦德 机器人（无锡）股份有限公司 （以下简称 " 斯坦德 "）于2025年6月 23日正式向港交所递交招股说明书，计划通过18 C 章程在港交所主板挂牌上市，中信证券和国泰君 安国际担任联席保荐人。 成立于 2016年的 斯坦德 作为一家 工业智能移动机器人解决方案提供商，致力于赋能多种工业场景 中的智慧工厂。 值得注意的是 ，斯坦德亦 为 提供工业具身智能机器人解决方案的先驱 ——今年5月， 斯坦德推出 了 首款人形具身智能机器人 DARWIN，当中整合超过23个自由度及精密超关节设计 并 配备创新全 向底盘。 换言之， 斯坦德 或将成为 " 工业具身智能第一股 " 。 目前， 斯坦德可量身订制的一站式机器人解决方案包括核心机器人技术平台、多功能工业智能机器 人产品系列以及 all-in-one智能协同系统RoboVerse。 根据灼识 咨询 的资料，按 2024年 销量计算， 斯坦德 是 全球第五大工业智能移动机器人解决方 案提供商 ，同 ...

ST新元自2015年6月11日上市至今，已迎来10周年。从上市首日收盘价为16.4元、市值10.93亿元，到如今市值达到8.81亿 元，ST新元的成长历程充满波折，更是经历了从高峰到低谷的剧烈变化，但从最近几年公司经营表现来看，业绩持续恶化 且面临退市风险。 ST新元的主营业务包括以工业智能化物料输送、配料成套解决方案为主业，集方案设计、研发创造、设备制造、系统集 成、销售服务于一体。其核心产品主要分为智能输送配料装备和其他等，主要产品包括密炼机上辅机系统、物料气力输送 系统及小料配料称量系统等。 2021年10月22日，ST新元的市值巅峰达到82.17亿元，股价也顺应升至30.82元。而至6月10日收盘，ST新元的股价为3.2元， 市值为8.81亿元，相比峰值时期市值减少73.36亿元，市值蒸发了89.28%。 ST新元上市的2015年，当年实现归母净利润0.25亿元，截至最新完整财年的2024年，公司实现-4.42亿元的归母净利润，累 计利润增长了-1850.12%。这10个年间，ST新元有5年出现亏损，归母净利润增长的年份达到4年，占比高达40%。从最近几 年的财报看出，公司经营状况持续恶化。 营收角度 ...