2024 年业绩表现亮眼，2025Q1 利润延续高增。2024 年科远智慧实现总营业收入16.82 亿元，同比增长 19.55%，全年归母净利润2.52亿元，较2023 年大幅增长56.64%。2025 年一季度公司营收4.2 亿元，同比 +14.60%。利润端延续高增长态势，实现归母净利润0.61 亿元，同比42.30%，充分彰显其技术突破与把 握政策红利驱动的盈利水平持续显著提升。 围绕多重国家资质认证、依托全链路技术研发体系构筑技术生态壁垒。作为国家级制造业单项冠军、专 精特新"小巨人"及火炬计划国家重点高新技术企业，公司通过ISO 9001/45001/14001、CMMI 5级等覆盖 质量、安全、环境的全体系认证，并具备CNAS 国家认可实验室资质，彰显其在工业智能化领域的技术 公信力。依托江苏省智能控制重点实验室等省级创新平台集群，公司深度融合人工智能、大模型、实时 数据库等前沿技术，承担多项国家级科技专项，2024年研发投入占比10.44%，新增发明专利16 项，累 计有效专利236项，持续强化对控制系统、工业软件等核心技术的自主可控能力。 持续聚焦平台化产品、下沉式渠道双轮驱动，实现技术优势向 ...

7月11日，第41批跨国公司地区总部和研发中心颁证暨外商投资集中签约仪式举行。仪式上，新认定的30家跨国公司地区总部与15家外资研发中心获颁 证书，56个外商投资项目完成签约，投资总额约36.8亿美元，其中33个项目现场签约。 上海市商务委介绍，此次获颁证书的跨国公司地区总部和外资研发中心，大多来自上海重点发展产业领域，涵盖生物医药、智能制造、时尚消费品等。 企业能级高，有7家世界500强企业，5家大中华区及以上区域总部和1家事业部总部。签约的外商投资项目主要集中在生物医药、时尚消费品、金融、汽车、 商务服务等重点领域，以及数字经济、绿色低碳等新赛道。 潘洁 摄 借总部东风，加速在华发展 隶属于新加坡电信集团（Singtel Group）的恩士迅（NCS）是亚太领先的数字与IT服务提供商。自1981年成立以来，凭借超40年IT项目交付经验，恩士 迅始终站在新加坡国家数字化进程前沿，为客户定制端到端信息化服务。 此次获颁跨国公司地区总部，恩士迅中国首席财务官陈星舸向《国际金融报》记者表示，在中国市场，恩士迅始终坚持致力于本士化发展战略，结合国 内市场的特色，与本地的生态系统进行深度合作。自1997年进入中国市场 ...

另外，董事、研发部副经理董李强持有公司16.19%的股份。2024年1月30日，张继周和董李强签署《一 致行动协议》，确定董李强为张继周的一致行动人，张继周合计控制公司54.51%的股份。 瑞财经 严明会6月30日，临海市新睿电子科技股份有限公司（以下简称：新睿电子）北交所IPO获受 理，保荐机构国泰海通证券，保荐代表人盛泽虎、张晶，会计师事务所为中汇会计师事务所。 新睿电子成立于2008年，注册资本2800万元，专业从事工业自动化、智能化产品的研发，制造，销售。 新睿电子本次拟募资1.4亿元，用于生产中心升级改造项目、研发中心建设项目以及补充流动资金。 新睿电子董事长、总经理、研发部经理张继周直接持有公司34.52%的股份，同时系新锐泓的执行事务 合伙人，因此新锐泓为张继周的一致行动人，张继周亦通过新锐泓间接控制公司3.80%的股份。 2022年至2024年，公司营业收入分别为 1.69亿元、2.04亿元和3.01亿元；净利润分别为2,961.20万元、 3,096.60万元和 5,526.37万元；业绩稳步提升。 张继周与董李强两人都曾在威信科技任职。 | 序号 | 股东姓名/名称 | 担任职务 | 持股 ...

◎记者 赵明超 近期，科技成长板块表现抢眼。站在下半年起点，市场接下来将如何演绎？东吴基金权益投资总监刘元 海认为，当前市场处于估值、政策、业绩的三重相对底部，权益资产长期配置价值显现，科技成长板块 有望成为未来三到五年的投资主线，具体看好AI相关方向。 风物长宜放眼量，刘元海对A股市场充满信心："4月，面对外部不确定性事件对市场的冲击，多部门重 磅发声稳定市场，打出政策组合拳。其中，中央汇金通过ETF持续增持，国家金融监督管理总局优化保 险资金监管指标，国务院国资委强化央企市值管理考核，推动长期资金与上市公司形成利益绑定。" 除了一系列利好政策给市场带来的提振，刘元海认为，从业绩端来看，2025年一季度A股上市公司利润 增速见底回升。据兴业证券统计，今年一季度全A非金融石油石化净利润同比增长6.14%，呈现出困境 反转的态势。 从估值水平来看，A股市场此前经历了3年震荡回调行情，不论是从幅度还是时间来看，回调都相对充 分。从风险溢价角度来看，当前市场风险溢价仍处于高位，对应的是市场估值处于相对较低水平。 "去年9月24日以来的行情，可能是反转而非仅仅是反弹。从投资主线来看，未来3到5年A股或迈入科技 股时代 ...

证券代码：300823 证券简称：建科智能 建科智能装备制造(天津)股份有限公司 投资者关系活动记录表 编号：2025-003 | | √特定对象调研□分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访□业绩说明会 | | 类别 | □新闻发布会□路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称及 | 张弛； 中信证券 | | 人员姓名 | 中信证券 肖扬； | | | 中信证券 田静晶。 | | 时间 | 年 月 日（周三）上午 2025 07 02 9:00-11:00 | | 地点 | 天津市北辰区陆路港物流装备产业园陆港五纬路 7 号 | | | （建科智能厂内） | | 上市公司接待 | 副总经理、董事会秘书：林琳 | | 人员姓名 | | | 投资者关系活动 | 一、董事会秘书林琳致欢迎辞并介绍公司情况 建科智能装备制造（天津）股份有限公司成立于二〇〇二年， | | | 公司深耕智能化钢筋加工机器人装备行业二十多年来，致力为客 | | | 户提供世界一流的智能化钢筋加工软硬件产品、服务和技术支 | | | 持，目前，公 ...

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]

证 券 研 究 报 告 亿咖通科技（ECX）深度研究报告 强推（首次） 始于吉利生态，走向全球的智能化全案先锋 目标价：2.51 美元 [ReportFinancialIndex] 主要财务指标 | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入(百万) | 5,561 | 6,247 | 7,524 | 9,334 | | 同比增速(%) | 18.3% | 12.3% | 20.4% | 24.1% | | 归母净利润(百万) | -932 | -781 | -365 | -172 | | 同比增速(%) | 0.9% | 16.3% | 53.3% | 52.8% | | 每股盈利(元) | -2.74 | -2.11 | -0.98 | -0.46 | | 市盈率(倍) | -5.1 | -6.6 | -14.1 | -29.9 | | 市净率(倍) | -2.7 | -2.3 | -2.0 | -1.9 | 资料来源：公司公告，华创证券预测 注：股价为 2025 年 6 月 27 日收盘价 公司研究 ...

Core Viewpoint - Keda Control plans to acquire 51% of Changzhou Haituo Information Technology Co., Ltd. for 209.1 million yuan, marking the first acquisition of a New Third Board company by a North Exchange listed company [1][2][4] Financial Summary - As of December 31, 2024, Keda Control's total assets are approximately 186.74 billion yuan, with total liabilities of about 36.65 billion yuan, and net assets of around 150.09 billion yuan [1] - Keda Control's operating revenue for 2024 is projected to be approximately 145.50 billion yuan, an increase from 137.06 billion yuan in 2023 [1] Acquisition Details - The valuation of Haituo Technology's total equity as of December 31, 2024, is approximately 413 million yuan, with Keda Control's acquisition price representing a significant discount [2] - Haituo Technology specializes in integrated embedded, streaming media, AI, and machine vision solutions, primarily serving markets such as smart mining and military [2][3] Strategic Implications - The acquisition is expected to create synergies that enhance Keda Control's product performance, core competitiveness, and market share [3] - This transaction is seen as a milestone, demonstrating the North Exchange's role in supporting New Third Board companies and providing new pathways for IPO candidates [4] Performance Comparison - In terms of profitability, Haituo Technology is projected to outperform Keda Control in 2024, with a net profit of approximately 41.65 million yuan compared to Keda Control's 34.51 million yuan [5] - The acquisition is anticipated to significantly improve Keda Control's profitability post-transaction [5] Financial Commitments - The acquisition includes performance commitments from Haituo Technology, ensuring net profits of no less than 38 million yuan, 42 million yuan, and 46 million yuan for the years 2025 to 2027 [6] - Keda Control's cash reserves are limited, with only about 10.02 million yuan available as of the first quarter of 2025, raising concerns about financial pressure post-acquisition [6] Market Position - As of June 27, Keda Control's stock price is 29.6 yuan per share, with a total market capitalization of approximately 2.29 billion yuan [7]

江苏雷利（300660）(300660.SZ)进一步提升公司的核心竞争力。 6月24日晚，江苏雷利公告称，公司计划发行可转换公司债券募集资金总额不超过12.86亿元，用于激光 雷达电机、激光设备振镜系统、汽车微电机与组件等的生产建设项目，以及机器人运控组件研发中心、 海外生产基地建设、智慧工厂升级改造等项目。 据了解，江苏雷利是微特电机产品及智能化组件制造行业的领先企业。公司根据内延外伸的双轮战略， 通过自主研发和产业投资，促进公司高质量、可持续发展。 2025年一季度，江苏雷利业绩保持稳健增长，为全年业绩开了个好头。当季公司实现营业收入9.08亿 元，同比增长25.81%；归母净利润0.94亿元，同比增长28.15%；扣非净利润0.87亿元，同比增长 12.76%。 加码新业务及海外产能建设 根据可转债预案，江苏雷利拟向不特定对象发行可转换公司债券，募集资金总额预计不超过12.86亿元 (含本数)，扣除发行费用后将用于智能感知激光雷达与车载热管理微电机、激光装备振镜系统生产建设 项目、汽车微电机与组件生产基地及试验室建设项目、海外生产基地建设项目、智慧工厂升级改造项 目、机器人运控组件研发中心建设项目及补充 ...

Group 1 - The core viewpoint indicates that the retail sales of passenger cars in China reached 1.269 million units from June 1 to June 22, representing a year-on-year increase of 24% and an 8% increase compared to the previous month [1] - Cumulative retail sales for the year have reached 10.086 million units, showing an 11% year-on-year growth [1] - The retail sales of new energy vehicles (NEVs) during the same period totaled 691,000 units, marking a 38% year-on-year increase and an 11% increase from the previous month, with a market penetration rate of 54.5% [1] - Cumulative NEV retail sales for the year stand at 5.049 million units, reflecting a 35% year-on-year growth [1] Group 2 - According to Galaxy Securities, the combination of domestic demand and exports is expected to drive a 6.7% increase in annual passenger car sales [1] - The sales proportion of vehicles priced below 300,000 yuan is anticipated to continue rising, with "high-level intelligent driving equality" further concentrating the competitive landscape [1] - Supportive policies such as trade-in programs, NEV promotion in rural areas, and the expiration of the tax exemption for NEVs at the end of the year are expected to bolster domestic demand [1] - The competitive landscape is shifting, with increased costs related to intelligent driving technology and a focus on R&D capabilities among automakers [1] Group 3 - The report suggests focusing on specific companies within the passenger car sector, recommending BYD (002594) and Li Auto-W, with beneficiaries including Geely, Xpeng, and Leap Motor [2] - In the motorcycle sector, recommended beneficiaries include Chunfeng Power (603129) and Longxin General (603766) [2] - For commercial vehicles, beneficiaries include China National Heavy Duty Truck (000951) and Yutong Bus (600066) [2] - In the intelligent components sector, recommended companies include Sutech (002920), Desay SV (002920), and others [2] - The humanoid robot sector highlights Top Group (601689) and Jingzhan Technology (300258) as recommended companies, with additional beneficiaries listed [2]