近年来，为满足日益增长的铜产品需求，全球铜矿产量呈现增长的趋势，但是铜矿品位的下降也是一个 不争的事实，在此背景下催生了矿山对耐磨备件的需求。 瞄准耐磨备件市场广阔前景，江西耐普矿机（300818）股份有限公司(以下简称"耐普矿机")持续加大高 端产品的布局。7月12日，耐普矿机对外表示，公司锻造复合衬板具有耐磨性更好、提升磨机台效、降 低能源消耗、减少衬板更换安装时间等方面具有显著优势。公司第一套锻造复合衬板已在西藏知不拉 7.5米半自磨机全套使用，根据使用效果显示，较原铸造金属衬板提升近一倍寿命，同时处理矿量、设 备台效均显著提升，而用电单耗、钢球单耗亦有效降低。 耐磨备件市场前景广阔 资料显示，耐普矿机是一家集研发、生产、销售和服务于一体的重型矿山选矿装备及其新材料耐磨备件 专业制造企业，为客户提供重型选矿装备优化，选矿工艺流程设计、咨询和优化等增值服务，尤其是耐 磨备件产品为耐普矿机的主要产品。 据了解，目前全球铜矿普遍面临开采年限过长的问题，全球铜矿品位呈现逐渐下降趋势，以Bloomberg 收录的18家海外主要矿企铜矿开采品位的均值看，矿石品位开采下滑明显。然而，与铜资源品位下降相 反的是，为满足 ...

证券代码:300818 证券简称:耐普矿机 编号:2025-006 江西耐普矿机股份有限公司 投资者关系活动记录 投资者关系活 动类别 特定对象调研 分析师会议 媒体采访 业绩说明会 新闻发布会 路演活动 现场参观 一对一沟通 其他 参与单位名称 及人员姓名 万家基金 叶勇 万家基金 崔逸凡 诺安基金 李顺帆中庚基金 王子钰 高毅资产 张汇韬星石投资 陈飞 清泉石资本 李乐凯财通证券 李治 财通证券 方靖超 时间 2025 年 7 月 11 日（周三）09:00-12:00 地点 公司会议室 上市公司 接待人员 董事长：郑昊 董事、副总经理、董事会秘书：王磊 投资者关系活 动主要内容介 绍 1、公司最新的锻造高合金复合衬板的优势体现在哪里？ 答：公司锻造复合衬板具有耐磨性更好、提升磨机台效、降低 能源消耗、减少衬板更换安装时间等方面具有显著优势。 公司第一套锻造复合衬板已在西藏知不拉 7.5 米半自磨机全套 使用，根据使用效果显示，较原铸造金属衬板提升近 1 倍寿命，同 时处理矿量、设备台效均显著提升，而电单耗、钢球单耗亦有效降 低。目前该矿山已安装使用第二套锻造复合衬板。 2、请问锻造复合衬板的市场推广情况 ...

Summary of Yunding Technology Conference Call Company Overview - **Company**: Yunding Technology - **Industry**: Smart Energy, Artificial Intelligence, Chemical Industry, Power Industry Key Points and Arguments Strategic Focus and Market Expansion - Yunding Technology aims to enhance market competitiveness through integrated marketing, establishing a marketing center, and forming a sales team of over 100 people, focusing on the artificial intelligence sector and collaborating with major companies like Huawei and Tencent Cloud to build a marketing network [2][4] - The company is concentrating on the smart energy industry, leveraging new productivity and AI opportunities, and expanding into chemical and power sectors, particularly making progress in large models for the chemical industry [2][4] Financial Performance - In 2024, Yunding Technology achieved a revenue of 1.351 billion yuan and a net profit of 92.74 million yuan. In Q1 2025, the revenue was 309 million yuan with a net profit of 31.46 million yuan. The performance in 2025 has been affected by declining coal prices and project acceptance issues [4][12] Product Development and Innovation - The company is continuously optimizing its smart mining products, upgrading artificial positioning systems, and advancing ecological cooperation and domestic research and development, with discussions with Huawei for product development and certification [2][5][6] - Yunding Technology has developed over 160 application scenarios in the coal mining sector, despite the impact of coal prices on customer investment willingness [2][12] Marketing and Sales Strategy - In 2025, Yunding Technology established a marketing center to unify marketing resources and has seen success in new markets such as Ningxia, Guizhou, and Yunnan. The company is now directly engaging with major mining groups rather than individual coal mines [7][8] Economic Management and Cost Control - The company is focusing on cost reduction, improving cash flow, and exploring policy incentives to enhance operational efficiency. It aims for both organic growth and external acquisitions, with plans to amend company bylaws to address long-term non-dividend issues [6][16] Industry Insights and Competitive Landscape - The chemical industry is experiencing a push for information technology improvements, particularly in safety monitoring, supported by government funding. However, competition is fierce in safety-related information technology, while areas requiring higher technical expertise, such as process optimization, face less competition [9][11] Collaboration and Partnerships - Yunding Technology is closely collaborating with Huawei on industrial large model development, with a focus on the chemical industry. They have signed agreements for joint product development and are exploring the creation of an underground slicing network [3][14] International Expansion - The company is expanding its overseas business through partnerships with state-owned enterprises, participating in "Belt and Road" projects, and has completed a significant intelligent construction project in Inner Mongolia [15] Human Resources and Cash Flow Management - Yunding Technology plans to increase its workforce from 1,200 at the end of 2024 to over 1,300 by the end of 2025, primarily in marketing and new energy sectors. The company has improved its accounts receivable collection, with a recovery rate of approximately 60%-70% [16][17] Future Communication Plans - Yunding Technology will arrange opportunities for in-depth communication with investors following the release of its semi-annual report [18]

近年来，随着无人矿卡市场商业化应用的深化，国内相关技术逐渐走向成熟，行业企业也加快了"走出 去"的步伐。相关研究预计，全球矿山自动驾驶市场销售额在2030年有望达到182.7亿美元。 谢意是北京路凯智行科技有限公司（以下简称"路凯智行"）的创始人兼董事长，这是一家专注提供智慧 矿山无人运维整体解决方案的国家级专精特新"小巨人"企业。近日，谢意在公司接受证券时报记者专 访，他的行程安排紧凑有序，采访结束后便要出差去矿区，最近还计划远赴巴西跟进一个即将落地的出 海项目。 今年是路凯智行创立的第五年，目前公司"出海"的两个位于南美洲项目将于年内落地，已经接触中的项 目覆盖南美洲、非洲、澳洲等地。谢意表示，矿山无人驾驶产业正处于战略机遇期与技术成熟期的交汇 点，作为这个行业的后起之秀，公司选择与生态伙伴共同"走出去"，大力拓展海外市场。 国内矿山面临的招工难困境，在海外矿山项目中同样存在，甚至海外项目所面临的运营挑战更多。 谢意谈到，海外的一些矿区会面临地缘政治紧张、政局不稳定等情况，对无人化技术的应用有更强烈的 诉求，因为这不仅是提高开发效率和质量的关键，更是保障人员安全、降低海外业务风险的重要举措。 相关研究表明 ...

Group 1 - The U.S. government is set to impose a new "maritime service fee" starting October 14, which has raised concerns among automakers and shipping companies about its impact on U.S. consumers [1][3] - The initial proposal for the fee was $150 per Car Equivalent Unit (CEU), but it was later adjusted to $14 per net ton due to industry pressure, although stakeholders remain dissatisfied with the changes [3][4] - Major companies like Ford and Caterpillar have expressed that the proposed fees could lead to increased costs for consumers and hinder U.S. exporters' ability to ship products overseas [4][5] Group 2 - The American automotive industry lobby group, Autos Drive America, indicated that the U.S. shipbuilding industry would require years to provide sufficient American-built vessels, making the fee's intended purpose unachievable [4] - The American Association of Port Authorities (AAPA) highlighted the limited capacity of U.S. shipyards to produce the necessary vessels, which could further complicate the situation [4][6] - The logistics industry is currently observing the implementation of the new fees, with concerns that even alternative shipping routes would lead to higher costs [5] Group 3 - The South Korean government has requested an exemption from the new fees, arguing that it would impose significant burdens on their automotive manufacturers, such as Hyundai and Kia, and disrupt the U.S.-Korea trade relationship [6][7] - The Korean government emphasized that the fees could introduce additional regulatory layers and double burdens for non-U.S. automotive transport participants [6][7] - They also requested a cap on the frequency of fee assessments to mitigate unpredictable costs for the automotive shipping industry [7]

Group 1: Core Insights - A-share companies are experiencing significant overseas expansion, with notable achievements in infrastructure, biomedicine, and equipment manufacturing, leading to large overseas orders [2][3] - The shift in Chinese enterprises' overseas strategy is moving from cost-driven to innovation-driven, leveraging advanced supply chains, international talent, and digital technologies [2] Group 2: Large Orders and Competitive Strength - A-share companies have secured substantial overseas contracts, particularly in the infrastructure sector, with notable projects including a $1.6 billion contract for a gas processing plant in Iraq and contracts totaling approximately 5.34 billion yuan for the China-Kyrgyzstan-Uzbekistan railway [3][4] - In the biomedicine sector, companies like Rongchang Bio are accelerating internationalization, exemplified by a licensing agreement with Vor Bio worth up to $4.1 billion [4] - Equipment manufacturing firms are also making strides, with agreements such as a $406 million contract for a conveyor system in Guinea, enhancing their international market presence [4] Group 3: Accelerated Overseas Capacity Layout - Several A-share companies are intensifying their overseas production capacity, viewing local production as a key driver for global competitiveness [6] - Companies like Linglong Tire are investing $1.193 billion in a production base in Brazil, aiming for an annual output of 14.7 million high-performance tires [6] - Other firms, such as North Special Technology and Zhongke Electric, are also establishing production bases in Thailand and Oman, respectively, to enhance their global supply chain [7] Group 4: Rising Trend of Overseas Mergers and Acquisitions - The number of disclosed overseas mergers and acquisitions by A-share companies has surpassed 60 in the first half of the year, with a focus on electronics, automotive parts, and machinery [9] - Companies are pursuing overseas acquisitions to enter emerging markets and enhance their technological capabilities, as seen with Dongshan Precision's dual acquisitions in the optical communication sector [9][10] - The strategy of overseas mergers and acquisitions is aimed at resource and market integration, with firms like Luoyang Molybdenum consolidating their overseas mineral resource reserves [10]

Group 1 - The new US tariff policy is expected to increase pressure on the already fragile economies of Japan and South Korea [1][2] - The US will impose tariffs ranging from 25% to 40% on imports from Japan and South Korea starting August 1, with a 25% tariff specifically on Japanese and Korean products [1][3] - Japan and South Korea have expressed regret over the tariffs and are seeking to negotiate with the US to protect their national interests [4][5] Group 2 - The automotive industry in both Japan and South Korea has already been impacted by previous US tariffs, leading to negative export growth in May [2][4] - Japan's exports to the US fell by 11.1% in May, with a significant 24.7% drop in automotive exports, marking the first decline in overall exports in eight months [4][7] - South Korea's exports to the US decreased by 8.1% in May, primarily due to a reduction in automotive exports, contributing to an overall export decline of 1.3% [4][8] Group 3 - The US tariffs are seen as a means to pressure Japan and South Korea into making concessions in future trade negotiations, particularly in sectors where the US has a trade deficit [3][9] - Japan's economy is highly dependent on exports, with estimates suggesting a potential 20-30% decrease in exports to the US if all proposed tariffs are enacted [7][9] - South Korea's economy is also vulnerable, with a potential risk of recession if negotiations with the US fail, as indicated by a recent downgrade in its potential growth rate [8][9] Group 4 - The tariffs are likely to disrupt supply chains in the Asia-Pacific region, increasing costs and investment risks for companies [9] - Strengthening regional cooperation through agreements like the Regional Comprehensive Economic Partnership (RCEP) could help mitigate the negative impacts of US tariffs [9]

证券代码：603979 证券简称：金诚信 公告编号：2025-060 转债代码：113615 转债简称：金诚转债 金诚信矿业管理股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： ? 金诚信矿业管理股份有限公司（简称"公司"）2025 年半年度归属于上 市公司股东的净利润预计为 107,000 万元到 112,000 万元，较上年同期（法定 披露数据）相比，将增加 45,722.54 万元到 50,722.54 万元，同比增加 74.62% 到 82.78%。 （一）业绩预告期间 （二）业绩预告情况 经财务部门初步测算，预计 2025 年半年度实现归属于上市公司股东的净利 润 107,000 万元到 112,000 万元，与上年同期（法定披露数据）相比，将增加 预计 2025 年半年度实现归属于上市公司股东的扣除非经常性损益的净利润 （三）本期业绩预告为公司根据经营情况进行的初步测算，未经会计师事务 所审计。 二、上年同期(2024 年半年度)经营业绩和财务状况 （一）利润总额：80,718.1 ...

■本报记者 郝飞 山西省大同市在大众的印象里常与"煤都"的称号挂钩。如今"煤都"焕新颜，绿色化、智能化开采新模式 已成为当地煤炭企业积极探索的新方向。传统的煤炭开采产业正从劳动密集型向技术驱动型加速转变。 其中，高端矿山设备、采掘设备的创新和应用尤为重要。近日，邮储银行大同市分行为大同市同华矿机 制造有限责任公司发放贷款2400万元，以金融之力助力传统化石能源开采"重装上阵"。 走进大同市同华矿机制造有限责任公司（以下简称"同华矿机"），工人们正聚精会神地操作着设备。一 个个精密的零件、一台台崭新的设备被陆续产出。这家从事各类矿山机械产品研发、生产、销售及服务 的大型装备制造民营企业，拥有着先进的装备制造水平和卓越的自主创新能力，是国内煤炭装备行业有 较强影响力的综合制造企业之一。企业还被评为专精特新"小巨人"企业，并成功入选省级"服务型制造 示范企业"。 然而，企业的发展并非一帆风顺。"随着企业规模不断扩大，对原材料的需求逐渐变大，资金不足成为 限制我们发展的瓶颈。"谈起当初面临的资金困境，同华矿机相关负责人感触很深。 了解到企业的资金困境后，邮储银行大同市分行主动与企业对接，秉着特事特办、一户一策的政策， ...

Group 1 - Chongqing's "Jiaozi" manned submersibles have been exported to Indonesia, marking a significant step in utilizing internet channels for order acquisition, aimed at boosting local tourism [1] - Saudi Aramco plans to sell four to five gas power plants, potentially raising $4 billion as part of a strategy to enhance profitability and increase national revenue amid declining oil prices [2] - The world's first 130-ton ultra-heavy comprehensive mining equipment has been successfully developed, overcoming technical challenges in safe and efficient transportation of mining equipment [3] - BYD Energy has signed a framework cooperation agreement with State Grid Hunan Comprehensive Energy Service Co., establishing a deep partnership in distributed energy storage [4]