证券代码：603579 证券简称：荣泰健康 公告编号：2025-048 转债代码：113606 转债简称：荣泰转债 重要内容提示： ? 投资标的：天津鼎汇二号股权投资合伙企业（有限合伙） （以下简称"合 伙企业"、"本基金"或"天津鼎汇"） 临较长的投资回收期； 和交易制度等各种因素影响 而引起的市场波动，导致收益水平变化， 从而产生风险。 上海荣泰健康科技股份有限公司 关于公司参与股权投资基金的公告 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法律责任。 导体等相关领域的私募股权投资基金（包括但不限于 IPO 战配基金）、 未上市企业、上市企业非公开发行和交易的普通股（含上市公司定向增 发、大宗交易、协议转让等），投资于前述行业和阶段可能面临一定的 政策、市场、 运营和监管风险。智能制造、新信息技术、半导体等领 域的发展依赖技术革新、产业升级，而技术改革和 技术淘汰往往导致 行业领域内的重组与整合，且随着科技的发展，技术更新换代可能导致 行 业领域内的变化和不稳定，由此可能给本有限合伙的投资带来损失。 口规模不超过出资额，即人民币 ...

Core Viewpoint - The Chinese government is advancing the "Artificial Intelligence +" initiative to promote large-scale commercialization of AI applications, leveraging the country's comprehensive industrial system, large market scale, and rich application scenarios to foster innovation and application synergy [1][2][4]. Group 1: AI Development and Infrastructure - China has established a complete AI technology industrial system covering foundational, framework, model, and application layers, with continuous improvements in computing power and performance [1][2]. - The AI data collection and processing industry is thriving, and algorithm innovations are rapidly evolving, leading to active innovation in smart consumer electronics and industrial intelligent terminals [1][2]. Group 2: Economic Integration and New Momentum - The "Artificial Intelligence +" initiative is seen as a key measure for cultivating new momentum and updating old momentum in China's economy, particularly in enhancing production efficiency and optimizing operational processes in traditional industries [3][4]. - AI technologies are expected to accelerate breakthroughs in basic research and drive the rapid rise of emerging industries such as biopharmaceuticals, intelligent manufacturing, and smart driving, serving as a new engine for economic growth [3][4]. Group 3: Policy Support and Future Directions - The 2024 government work report includes "Artificial Intelligence +" for the first time, emphasizing the need to deepen the research and application of big data and AI, and to support the widespread application of large models [2]. - The government aims to better integrate digital technology with manufacturing and market advantages, promoting the development of new intelligent terminals and smart manufacturing equipment [2].

Core Viewpoint - The Chinese government is advancing the "Artificial Intelligence +" initiative to promote large-scale commercialization of AI applications, leveraging the country's comprehensive industrial system, large market scale, and rich application scenarios to foster innovation and application synergy [1][3]. Group 1: Government Initiatives - The State Council, led by Premier Li Qiang, has approved the "Artificial Intelligence +" action plan, emphasizing the need for AI to integrate deeply into various sectors of economic and social development [1]. - The government aims to enhance the AI innovation ecosystem by improving computing power, algorithms, and data supply, while also increasing policy support and talent development [1][4]. Group 2: Industry Development - China has established a complete AI technology industry system covering foundational, framework, model, and application layers, with continuous improvements in AI infrastructure and rapid algorithm innovation [2]. - AI applications are increasingly penetrating high-digitization industries such as finance, healthcare, and transportation, indicating a shift towards deeper integration of AI in the real economy [2]. Group 3: Economic Impact - The "Artificial Intelligence +" initiative is seen as a crucial measure for fostering new economic drivers and updating traditional ones, particularly in sectors like biopharmaceuticals, intelligent manufacturing, and smart driving [3]. - The initiative is expected to enhance productivity and operational efficiency in traditional industries, facilitating their transition towards high-end, intelligent, and green practices [3][4].

Economic Performance - Hong Kong's economy shows resilience in the first half of 2025, supported by strong export performance and improved local demand [1][2] - The GDP in Q2 2025 increased by 3.1% year-on-year, marking the tenth consecutive quarter of growth [1] - Private consumption expenditure rebounded with a 1.9% increase year-on-year after four consecutive quarters of decline [1] Retail Sector - Retail sales value in June 2025 was estimated at HKD 30.1 billion, a year-on-year increase of 0.7% [2] - Seasonally adjusted retail sales value in Q2 2025 rose by 0.3% compared to Q1 2025, while retail sales volume increased by 2.7% [2] - The retail sector is stabilizing, supported by rising employment income and a positive stock market [2] Trade and Exports - Total merchandise exports grew by 11.5% year-on-year, accelerating from 8.4% in Q1 2025 [1][3] - Merchandise imports also increased by 12.7%, higher than the 7.2% growth in Q1 2025 [1] Financial Market - The Hong Kong stock market saw significant activity with 42 IPOs raising over HKD 107 billion in the first half of 2025, a 22% increase compared to the previous year [3] - The Hang Seng Index rose by 20% in the first half of 2025, marking the largest half-year increase in history [3] Government Initiatives - The Hong Kong government is implementing measures to boost consumption, attract investment, and diversify markets to support economic growth [2][4] - New initiatives include the "New Industrial Acceleration Program" and "New Industrialization Subsidy Program" to support strategic industries [3][4] - The government is also consulting on legislation for digital asset trading and custody services to promote the digital asset market [4]

Core Viewpoint - Zhishang Technology (301486) announced on July 31 that it will invest 180 million yuan from its oversubscribed initial public offering funds to establish a "Vietnam Smart Manufacturing Production Base" project, aiming to expand its main business product lines and enrich product categories to meet market and customer demands [1] Group 1 - The investment amount is 180 million yuan, which is equivalent to approximately 27 million USD [1] - The project aims to enhance production capacity to satisfy increasing market and customer needs [1] - The establishment of the Vietnam production base is part of the company's strategy to diversify its product offerings [1]

金十数据7月31日讯，致尚科技公告，公司于2025年7月31日召开第三届董事会第九次会议和第三届监事 会第八次会议，审议通过了《关于使用部分超募资金投资建设新项目的议案》，同意公司使用首次公开 发行股票部分超募资金人民币18,029.47万元投资建设"越南智能制造生产基地建设项目"，扩充公司主营 业务产品线和丰富产品类别，扩大产能以满足市场和客户需求。 致尚科技：拟使用超募资金约1.8亿投资建设"越南智能制造生产基地建设项目" ...

该基金直接或间接投资于中国境内的智能制造、新信息技术、半导体等相关领域的私募股权投资基金 (包括但不限于IPO战配基金)、未上市企业、上市企业非公开发行和交易的普通股(含上市公司定向增 发、大宗交易、协议转让等)，也可以投向其他行业和领域的私募股权投资基金或企业/项目。 荣泰健康（603579）(603579.SH)发布公告，近日，公司与深圳丰厚沃天创业投资有限公司(以下简称"丰 厚沃天")签订了《天津鼎汇二号股权投资合伙企业(有限合伙)合伙协议》(以下简称"合伙协议")，在确保 满足日常经营资金需求、总体投资风险可控的前提下，为了进一步拓展新兴领域的投资，充分利用专业 机构的经验和资源，公司作为有限合伙人以自有资金人民币1,000万元出资认购天津鼎汇的基金份额， 持股比例占合伙企业目前已募集认缴出资总额的10.3648%。 ...

Group 1 - The company provides a one-stop service for core components and modules, including lead screws, reducers, joints, and complete hardware ODM services [1] - The company has established a global and comprehensive processing and assembly factory for components, forming a complete product matrix for machined structural parts [1] - In addition to the existing capacity, the company is planning to accelerate the construction of humanoid robot production lines and R&D facilities, aiming to create a one-stop solution platform for embodied intelligent hardware [1]

Group 1: AI and Manufacturing - The Shanghai government is implementing the "AI + Manufacturing" initiative to accelerate the intelligent development of the manufacturing industry [1] - The strategy aims to leverage AI to drive the high-end, intelligent, green, and integrated upgrades of manufacturing, transitioning from "Shanghai Manufacturing" to "Shanghai Intelligent Manufacturing" [1] - The plan emphasizes innovation empowerment, focusing on lightweight technology trends and developing industrial-grade intelligent systems tailored for specific sectors [1] - A differentiated "AI +" implementation path will be established, promoting intelligent transformation in traditional manufacturing and focusing on smart terminals in emerging manufacturing [1] - The initiative aims to cultivate and expand intelligent solution service providers while reducing transformation costs for enterprises [1] Group 2: Logistics and High-end Medical Devices - The government has agreed on a plan to optimize and enhance the efficiency of logistics and customs clearance at Shanghai's aviation ports [2] - The plan includes redesigning the logistics clearance process to achieve faster clearance speeds and improved business environments, with a focus on smart and standardized operations [2] - A pilot project for an intelligent cargo station and centralized inspection center at Pudong International Airport is to be established, aiming for full coverage of International Air Transport Association CEIV certification categories [2] - The high-end medical device industry is also a focus, with plans to accelerate the entire chain from R&D to clinical application and manufacturing [2] - The government aims to support local innovative enterprises and cultivate internationally competitive leading companies in the high-end medical device sector [2]

Group 1 - The X-Fusion Global Innovators Conference, hosted by Shenzhen Zero One Academy, focuses on major challenges in fields such as "Future Intelligent Manufacturing," "Future of Life," and "Intelligent Society" [1][2] - The event features over 30 prominent figures from top research institutions, universities, and leading companies, who act as "big mentors" to address significant challenges for the next 5 to 10 years [1][2] - The conference aims to cultivate innovative talents through interdisciplinary approaches and advanced research, emphasizing the importance of problem-driven education [2][4] Group 2 - The "Future Intelligent Manufacturing" section includes challenges like "decoding urban flight safety" and "overcoming limits in neuromorphic computing," focusing on breakthrough technologies in micro-nano fields [3] - The "Future of Life" segment addresses core health challenges, exploring topics such as the role of human proteomics in health and new solutions for disease diagnosis and intervention [3] - The "Intelligent Society" challenges aim to leverage open-source ecosystems to enhance social innovation and break down technological barriers [3] Group 3 - The conference also includes high-level roundtable discussions among experts from academia, industry, and policy research, fostering collaboration and idea exchange [4] - Shenzhen Zero One Academy signed a strategic cooperation memorandum with Xi'an Jiaotong University to enhance innovative talent cultivation systems [4][5] - The event is part of a broader initiative to create a three-dimensional talent cultivation system that connects "X-type students," "X-type problems," and "X-type mentors" [5][6]