一、 项目基本情况 工程 B 包综合监控系统采购项目。 证券代码：002421 证券简称：达实智能 公告编号：2025-055 深圳达实智能股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 深圳达实智能股份有限公司（以下简称"达实智能"或"公司"）近日收到 招标人港铁中铁电化轨道交通（深圳）有限公司及招标代理机构广东粤能工程管 理有限公司发出的《中标通知书》，中标由香港铁路有限公司运营的深圳市城市 轨道交通 13 号线二期综合监控系统采购项目，中标金额为 1.22 亿元，项目基 本情况如下： 公司以"智慧百万空间、温暖亿万用户"为企业愿景，致力于成为全球领先 的智慧空间服务商，基于自主研发的 AIoT 智能物联网管控平台，聚合模块化的 空间场景应用，在企业园区、医院、城市轨道交通、数据及算力中心等多个市场 领域，为用户提供全生命周期的智慧空间服务。公司自 1999 年完成香港柴湾车 场信号改造项目以来，长期与港铁保持紧密合作，此项目为继港铁建设的深圳地 铁 4 号线一、二期综合监控平台改造以及三期综合监控系统、深圳地铁 13 号线 一期综合监控项目 ...

Group 1 - The core viewpoint of the article highlights that Shenzhen Das Intelligent Co., Ltd. has received an A-level rating from Wind ESG, with its comprehensive score rising from 6.18 in 2024 to 7.33, reflecting its significant achievements in the ESG field [2][3] - In the environmental dimension, the company has made notable advancements in green technology innovation and application, including the construction of the first "dual standard, three certifications" super high-rise smart green building in China, which is also the first carbon-neutral building in Shenzhen [2] - As of the end of 2023, the company has provided energy-saving solutions for over 500 buildings nationwide, resulting in a cumulative electricity savings of 1.31 billion kWh and a reduction of approximately 1.305 million tons of carbon dioxide emissions, which strongly supports its environmental score increase [2] Group 2 - The company actively participates in the construction of carbon reduction policy mechanisms, leading the development of the "Shenzhen Efficient Refrigeration Room Carbon Inclusive Methodology" in collaboration with various institutions, aimed at promoting energy-saving and carbon reduction renovations among building owners [2] - The company initiated the "Das Intelligent Building Tenant Carbon Neutrality Invitation," collaborating with five resident enterprises to build a carbon-neutral office ecosystem, exploring sustainable practices and expanding the scope of ESG concepts [3] - In terms of corporate governance, the company adheres to the principles of "long-termism" and "sustainable development," continuously improving its ESG strategic layout and execution system, establishing a scientific, standardized, systematic, and effective ESG governance structure [3]

Core Viewpoint - The company, Rockchip Electronics Co., Ltd., anticipates significant growth in its financial performance for the first half of 2025, driven by the expanding AIoT market and its strategic product positioning [2][7]. Financial Performance Forecast - The company expects to achieve approximately 204,500 million yuan in operating revenue for the first half of 2025, representing an increase of about 79,640 million yuan, or approximately 64% year-on-year [2][4]. - The projected net profit attributable to the parent company's owners is estimated to be between 52,000 million yuan and 54,000 million yuan, reflecting an increase of 33,723 million yuan to 35,723 million yuan, or a year-on-year growth of 185% to 195% [2][4]. - The net profit attributable to the parent company's owners, after deducting non-recurring gains and losses, is expected to be between 50,500 million yuan and 52,500 million yuan, indicating an increase of 32,815 million yuan to 34,815 million yuan, or a year-on-year growth of 186% to 197% [2][4]. Previous Year Performance - In the same period last year, the company reported operating revenue of 124,860 million yuan, a net profit attributable to the parent company's owners of 18,277 million yuan, and a net profit of 17,685 million yuan after deducting non-recurring gains and losses [5]. Growth Drivers - The growth in the first half of 2025 is attributed to the ongoing expansion of the AIoT market, with AI technology increasingly penetrating various applications. The company’s long-term strategic positioning in AIoT products has allowed it to capitalize on this growth, particularly in key sectors such as automotive, industrial control, machine vision, and robotics [7].

Core Insights - The intelligent IoT industry in Zhejiang is experiencing significant development, highlighted by various innovative applications such as smart logistics vehicles, unmanned boats, and drone delivery services [1][2] - The "Ten Chains, Hundred Events, Thousand Enterprises" initiative aims to enhance collaboration and innovation within the intelligent IoT industry, focusing on core technology breakthroughs and ecological optimization [1] - The region of Tonglu is positioning itself as a hub for autonomous driving and logistics, leveraging its existing strengths in the express delivery sector and implementing supportive policies to attract investment [1][2] Group 1: Industry Developments - The intelligent IoT industry cluster in Zhejiang is projected to achieve a revenue of 1.35 trillion yuan in 2024, marking a year-on-year growth of 9.9% [2] - The region has established a comprehensive industrial ecosystem, including a significant production base for Hikvision and a provincial high-tech zone with favorable land prices and diverse policy incentives [2] Group 2: Strategic Initiatives - The event in Tonglu emphasized the importance of "demand-driven supply," with state-owned enterprises presenting specific needs for intelligent production and inspection technologies [1] - Future plans include the implementation of nine major actions to create ten landmark achievements, aiming to build a modern industrial system unique to Zhejiang and accelerate the development of a global advanced manufacturing base [2]

记者 李成东 现场，长三角G60科创走廊重大科创平台联盟、企业出海服务联盟、低空经济协同创新联盟正式揭 牌亮相，为科技创新成果高效转化、打造新兴产业集群、助力企业高质量"走出去"提供了体系化、平台 化的制度支撑。 据介绍，重大科创平台联盟由沿线九城百余家科研机构、企业与验证中心自发组成。"联盟旨在打 通科创资源协作通道，聚焦联合攻关和成果转化，通过平台化机制，促成更多城市间的技术合作与项目 落地。"良渚实验室常务副主任欧阳宏伟表示，"让彼此的优势，不再是单点闪光，而是共振放大。" 日前，长三角G60科创走廊科技成果对接转化大会在杭州召开。此次大会聚焦加快发展新质生产 力，推动科技创新和产业创新跨区域协同，旨在构建从创新策源到产业应用的完整链条。 作为长三角G60科创走廊策源地，松江区坚持G60科创走廊走深走实与策源地强基固本"两手抓"， 持续在重大项目引育、重点资源整合上发力，把制度型平台的潜能释放出来，推动超硅半导体、"曲率 引擎"加速器等一大批重大产业项目纷至沓来。 重大科研成果集中亮相 科技成果转化能力，是区域创新实力最直观的体现。大会现场集中发布九城市科技创新重大成果60 余项，涉及高端装备、绿色能源 ...

杭州临平区，长三角圆心地，名副其实的融长接沪"第一站"。 G60，本是一条国家级高速公路的名字。如今，长三角G60科创走廊构筑了独树一帜的"创新廊道"经 济，蹚出了一条区域协同高质量发展之路。 作为长三角地区一体化发展国家战略的重要平台，长三角G60科创走廊连接着上海松江、嘉兴、杭州、 金华、苏州、湖州、宣城、芜湖、合肥九城市。今年，九城市联席会议首次以轮值承办形式召开，杭州 成为首个轮值承办城市，举办地就在杭州最年轻的行政区临平。 临平城景。本文图片均由会议主办方提供 6月24日，与联席会议同步举行的长三角G60科创走廊科技成果对接转化大会上，来自长三角区域合作 办公室、沪苏浙皖科技部门以及G60科创走廊九城市主要领导，共同见证长三角G60科创走廊三大联盟 成立、三项重要成果发布、三大战略合作签约以及中试基地授牌。 三大联盟激活协同发展新动能 发源于上海松江的长三角G60科创走廊，历经8年多时间，带动松江、嘉兴、湖州、杭州、金华、苏 州、宣城、芜湖、合肥九座城市，加速融入长三角一体化发展矩阵，走出了一条由科技创新引领高质量 发展的新路径。 G60科创走廊是长三角区域加快"两个创新"协同发展的重要载体，打造全 ...

长江商报消息 ●长江商报记者 黄聪 6月17日晚间，达实智能发布公告，公司拟终止洪泽区人民医院异地新建工程PPP项目，将持有的洪泽 湖达实69.7673%股权以1.65亿元的价格全部转让给江苏洪泽湖建设投资集团有限公司。同时，达实智能 通过债务重组将公司对洪泽湖达实合计2.05亿元债权以4788万元回收。 达实智能表示，本次交易如顺利实施，预计对公司当期利润总额影响为-3.09亿元，增加公司现金约2.13 亿元，减少公司负债约10.55亿元，解除银行担保责任约8.17亿元。 公告中，达实智能介绍，本次终止洪泽区人民医院PPP项目合作、转让子公司股权及债务重组为一揽子 交易，交易完成后，所有就PPP项目协议及补充协议、会议纪要等相关文件权利义务全面终止，公司不 再持有洪泽湖达实股权，洪泽湖达实不再纳入公司合并报表范围。 达实智能（002421.SZ）提前终止前期推进的PPP项目合作。 6月17日晚间，达实智能发布公告，公司拟终止洪泽区人民医院异地新建工程PPP项目，将持有的江苏 洪泽湖达实智慧医养有限公司（以下简称"洪泽湖达实"）69.7673%股权以1.65亿元的价格全部转让给江 苏洪泽湖建设投资集团有限公司 ...

Group 1 - The collaboration between Hangzhou Dianzi University (HDU) and Hikvision aims to enhance practical skills in embedded systems through a specialized course, benefiting both students and the company [5][6][7] - The "Hikvision Class" has successfully integrated theoretical knowledge with practical applications, resulting in a direct pathway for students to secure internships and employment at Hikvision [5][6][7] - Over three years, the program has enrolled 148 students, with a significant employment rate, as 7 out of 10 interns from the first cohort secured jobs at Hikvision [6][7] Group 2 - The partnership has established a comprehensive talent cultivation model that aligns educational outcomes with industry needs, facilitating a seamless transition from academia to employment [5][6][7] - HDU has formed various industry alliances, including the Zhejiang Province Digital Economy Integration Alliance, to further enhance its educational offerings and student employability [7][8] - The university's initiatives have resulted in 70% of graduates entering the digital industry, with 80% serving local enterprises, showcasing the effectiveness of its educational strategies [7][8] Group 3 - HDU has implemented a range of career support services, including an online employment system and a career experience center, to assist students in their job search and career planning [8][9] - The university actively engages with employers and alumni to expand job opportunities, having visited over 550 companies and secured more than 2,600 job openings [8][9] - The career experience center is designed to inspire students by showcasing alumni career stories and providing a platform for career exploration [8][9]

Core Viewpoint - Hangzhou High-tech Zone (Binjiang) integrates party building with industrial development, fostering economic growth through the "Pioneer Bin·Chain Event" brand and achieving a GDP of 77.5 billion yuan in Q1 2025, with industrial added value increasing by 17% year-on-year, the highest in the city [1]. Group 1: Organizational Development - The establishment of a comprehensive party committee for the smart IoT industry ecosystem integrates 12 functional departments and 8 research and financial institutions, enhancing resource coordination and addressing major issues through quarterly meetings [2]. - Industry chain party committees have been formed to include representatives from leading and small enterprises, facilitating monthly meetings to address enterprise needs and promote deep cooperation among businesses [2]. Group 2: Enterprise Services - The "Red Chain Housekeeper Team" provides policy consultation and business assistance, having visited over 2,300 enterprises and resolved more than 410 issues, with a 99.3% resolution rate for enterprise-related problems [3]. - A "benefit package" has been created, consolidating 50 policies and 70 services, including the issuance of innovation vouchers and investment funds, benefiting over 200 enterprises and facilitating 2.35 billion yuan in financing [4]. Group 3: Talent and Innovation - The zone has attracted 9,418 young university graduates in Q1 2025, leading the city in talent acquisition [5]. - A mechanism has been established to address enterprise challenges through party and community collaboration, resulting in the formation of 11 joint laboratories and 91 horizontal contracts worth 63.8 million yuan since 2024 [5].

在中国式现代化的新征程的路上，浙江经济以坚韧底色与蓬勃活力，成为中国经济高质量发展的重要缩 影。作为全省经济高质量发展的微观镜像，浙江上市公司以卓越创新能力与充沛发展潜力，备受资本市 场瞩目。5月28至29日，"在浙里，看中国企业的创新与变革暨浙江上市公司行业交流活动"于浙江杭州 启幕。 本次活动由浙江省国资委指导，浙江沪杭甬高速公路股份有限公司、杭州海康威视（002415）数字技术 股份有限公司、韵达控股集团股份有限公司、阿里巴巴集团控股有限公司及菜鸟控股集团股份有限公司 联合举办，杭州全景财经信息有限公司协办。 为了进一步促进信息共享与交流，活动特别邀请了机构投资者、行业专家与分析师参与其中，旨在搭建 上市公司与投资者、行业分析师及同行的深度对话平台，助力投资者精准把握行业动态、深入理解企业 发展战略，进一步增强市场信心。 活动首日，东南大学研究员、博士生导师王建就《自动驾驶和数智驱动下未来交通系统管控研究》进行 主题分享，深入剖析前沿技术与交通运输的深度融合，展示自动驾驶和数智驱动对未来交通系统的影 响，探讨未来交通的管控策略，包括政策法规的完善、安全与隐私保护机制的建立，以及公众接受度的 提升等问题。 ...