证券代码：002006 证券简称：精工科技 浙江精工集成科技股份有限公司 投资者关系活动记录表 编号：2025-004 | | ■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 | | 参与单位名称 | 招商证券、交银施罗德、华创证券 | | 时 间 | 2025 年 7 月 1 日—7 月 4 日 | | 地 点 | 精工科技会议室 | | 上市公司接待 | 黄伟明、金超 | | 人员姓名 | | | | 一、公司基本情况介绍 | | | 精工科技具有 50 多年的装备制造历史，一直致力于成为国内高端专 | | | 用装备技术的引领者与产业升级的推动者，近年来，公司以碳纤维全链 | | | 高端装备及先进复合新材料为核心业务，按照"装备引领、材料协同、 | | | 应用支撑"的发展模式，持续推进公司可持续发展。 | | | 二、公司碳纤维装备产业发展历程 | | | 精工科技碳纤维装备制造领域业务始于 2013 年，于 2015 年完成国 | | | 内首台套千吨级碳纤维 ...

Group 1 - The core stock price of Zhongke Haixun (300810) closed at 45.94 yuan on July 7, 2025, with a slight increase of 0.09% and a turnover rate of 10.63% [1] - The company reported a total revenue of 46.83 million yuan for Q1 2025, representing a year-on-year decrease of 6.13%, while the net profit attributable to shareholders was 25.23 million yuan, down 83.90% year-on-year [1] - The company's liquidity ratios include a current ratio of 2.673 and a quick ratio of 1.825, with a debt-to-asset ratio of 29.94% [1] Group 2 - Zhongke Haixun has made investments in 11 companies and participated in 108 bidding projects, indicating active engagement in business development [2] - The company holds 3 trademark registrations and 66 patents, showcasing its focus on intellectual property [2] - Additionally, Zhongke Haixun possesses 7 administrative licenses, reflecting its compliance and operational capabilities [2]

Core Viewpoint - The company Shaoyang Hydraulic plans to acquire 100% of Chongqing Xinchenghangrui Technology Co., Ltd. through a combination of issuing shares and cash payment, aiming to enhance its position in the high-end manufacturing sector and core component field [1][10]. Group 1: Transaction Details - The transaction involves the issuance of shares and cash payment to 38 shareholders, with the final transaction price based on an evaluation report from a qualified asset appraisal agency [1][2]. - The company intends to raise funds from no more than 35 specific investors, with the total amount not exceeding 100% of the transaction price [1]. - The funds raised will be used for cash consideration, transaction taxes, intermediary fees, and to supplement the company's working capital or invest in the target company's projects [1]. Group 2: Financial Performance - The company has experienced a decline in net profit for four consecutive years, with a reported net profit of 81.13 thousand yuan in Q1 2025, down 49.45% year-on-year [5][6]. - For the year 2022, the company's revenue was 300.83 million yuan, a decrease of 19.84% from 2021, while the net profit was 50.13 million yuan, down 1.56% [8]. - The target company reported revenues of 353.23 million yuan and 346.65 million yuan for 2023 and 2024, respectively, with net profits of 43.51 million yuan and 30.23 million yuan [8]. Group 3: Ownership and Control - The controlling shareholders of the target company are Deng Hongxin and his spouse Ling Jun, who together control 48.01% of the target company's shares [4]. - The company’s actual controller, Cu Wuhong, holds 30.10% of the shares, and the transaction will not change the control of the company [3][4]. Group 4: Strategic Implications - The acquisition is expected to create synergies in production processes, product technology, and customer resources between the company and the target [10]. - The company aims to expand its product offerings in high-end manufacturing and strengthen its strategic layout in the industry [10].

金融界2025年7月7日消息，国家知识产权局信息显示，小米科技（武汉）有限公司;小米智能家电（武 汉）有限公司;北京小米移动软件有限公司申请一项名为"故障诊断方法、装置、存储介质及程序产 品"的专利，公开号CN120257158A，申请日期为2025年03月。 本文源自：金融界 专利摘要显示，本公开涉及一种故障诊断方法、装置、存储介质及程序产品，涉及物联网技术领域，故 障诊断方法，包括：响应于接收到设备的故障描述信息，获取所述设备的运行信息；通过预训练的模 型，至少根据所述故障描述信息和所述运行信息，确定故障检测信息，所述故障检测信息包括故障诊断 信息和故障解决方案。 北京小米移动软件有限公司，成立于2012年，位于北京市，是一家以从事互联网和相关服务为主的企 业。企业注册资本148800万人民币。通过天眼查大数据分析，北京小米移动软件有限公司共对外投资了 4家企业，参与招投标项目135次，专利信息5000条，此外企业还拥有行政许可123个。 天眼查资料显示，小米科技（武汉）有限公司，成立于2017年，位于武汉市，是一家以从事专业技术服 务业为主的企业。企业注册资本21000万人民币。通过天眼查大数据分析，小 ...

Group 1 - The company Dalian Demais Precision Technology Co., Ltd. has applied for a patent for a "Virtual Design Platform for Automotive Precision Axles under the Industrial Metaverse," indicating its focus on advanced simulation design technology [1] - The patent application involves collecting operational data of automotive precision axles and utilizing digital twin technology to create virtual models based on the interconnections of various functional units within the axles [1] - The platform aims to perform sensitivity analysis on the virtual models to determine critical design parameters and evaluate simulation performance under dynamic nonlinear conditions [1] Group 2 - Dalian Demais Precision Technology Co., Ltd. was established in 2001 and is primarily engaged in the manufacturing of computers, communications, and other electronic devices [2] - The company has a registered capital of 15,334 million RMB and has made investments in two other enterprises while participating in 17 bidding projects [2] - The company holds 172 patents and has 48 administrative licenses, showcasing its active involvement in innovation and regulatory compliance [2]

Core Viewpoint - The economic situation in Zhuzhou is showing positive growth, particularly in the manufacturing sector, with a focus on advanced manufacturing and emerging industries driving this progress [1][3]. Group 1: Advanced Manufacturing Development - Zhuzhou's advanced manufacturing sector has seen a significant increase, with the added value of advanced manufacturing growing by 10.7% from January to May, contributing 55.2% to the city's industrial output [3][4]. - The investment structure in Zhuzhou has fundamentally shifted, with industrial investment growth rising from 5.5% to 17.5% since 2020, now accounting for 60.4% of fixed asset investment [3][11]. - The city is committed to a "manufacturing first" approach, integrating manufacturing and research to enhance innovation and productivity [3][4]. Group 2: Emerging Industries Growth - Emerging industries in Zhuzhou are flourishing, with significant growth observed in sectors such as wind power, electronic equipment manufacturing, automotive manufacturing, advanced materials, and biomedicine, all achieving double-digit growth [7][8]. - The city is optimizing its industrial landscape to promote emerging industries, leveraging its industrial foundation and research capabilities to foster new sectors like new energy equipment and industrial software [9][10]. - The successful application of Beidou technology across various fields is a testament to Zhuzhou's ability to convert technological advantages into industrial strengths [9]. Group 3: Industrial Investment and Future Potential - Industrial investment in Zhuzhou has consistently increased, with a notable 17.5% growth this year, indicating strong confidence in the local business environment and future market prospects [11][12]. - The city has attracted significant strategic emerging industry projects, such as the carbon silicon semiconductor equipment production base and the CRRC "dual carbon" industrial park, which are expected to bolster the new industrial landscape [12]. - Zhuzhou's focus on green and low-carbon technologies is evident, with numerous projects recognized for their environmental sustainability, positioning the city for future economic advancements [12].

金融界2025年7月7日消息，国家知识产权局信息显示，联想（北京）有限公司申请一项名为"用于具有 候选SCG机制的CHO的方法及设备"的专利，公开号CN120266536A，申请日期为2023年01月。 天眼查资料显示，联想（北京）有限公司，成立于1992年，位于北京市，是一家以从事计算机、通信和 其他电子设备制造业为主的企业。企业注册资本565000万港元。通过天眼查大数据分析，联想（北京） 有限公司共对外投资了107家企业，参与招投标项目5000次，财产线索方面有商标信息1747条，专利信 息5000条，此外企业还拥有行政许可238个。 专利摘要显示，本申请案的实施例涉及用于具有候选辅助小区群组(SCG)机制的有条件切换(CHO)的方 法及设备。根据本申请案的实施例，一种用户装备(UE)包含：收发器；及处理器，其耦合到所述收发 器；且所述处理器经配置以：经由所述收发器接收无线电资源控制(RRC)配置及另一RRC配置，其中所 述RRC配置包含候选主小区群组(MCG)的有条件切换(CHO)配置信息及CHO执行条件，且所述另一RRC 配置包含一或多个候选辅助小区群组(SCG)的配置信息及所述一或多个候选SCG的 ...

Core Viewpoint - The company, Anhui Naike Equipment Technology Co., Ltd., is set to implement a dividend distribution and stock bonus plan, which includes a cash dividend of 0.4 yuan per share and a stock bonus of 0.4 shares for every share held, effective July 11, 2025 [2][6]. Group 1: Trading Information - As of July 4, 2025, the company's stock closed at 37.68 yuan, down 2.46%, with a turnover rate of 9.09% and a trading volume of 20,100 shares, amounting to a total transaction value of 76.16 million yuan [1]. - On the same day, the net outflow of main funds was 874.56 million yuan, accounting for 11.48% of the total transaction value, while retail investors saw a net inflow of 490.69 million yuan, representing 6.44% of the total [2][6]. Group 2: Dividend Distribution Announcement - The company announced a cash dividend of 32,551,668.80 yuan (including tax) and a stock bonus of 32,551,669 shares, which will increase the total share capital to 114,551,669 shares after the distribution [2]. - The record date for the dividend distribution is set for July 10, 2025, with the ex-dividend date and the date for the new shares to be listed on July 11, 2025 [2]. Group 3: Share Buyback Plan - The company has adjusted the upper limit for its share buyback price to 28.35 yuan per share, effective from July 11, 2025, with a total buyback fund of no less than 20 million yuan and no more than 30 million yuan [5]. - The company has already repurchased 620,828 shares, which will not participate in the profit distribution or capital increase [4][5].

北京屹唐半导体科技股份有限公司 扫描二维码查阅公告全文 本公司及全体董事、监事、高级管理人员保证信息披露的内容真实、准确、 完整、及时，没有虚假记载、误导性陈述或重大遗漏。 经上海证券交易所（以下简称"上交所"）审核同意，北京屹唐半导体科技 股份有限公司（以下简称"屹唐股份""发行人"或"公司"）发行的人民币普 通股股票将于 2025 年 7 月 8 日在上交所科创板上市，上市公告书全文和首次公开 发行股票的招股说明书全文披露于上交所网站（http://www.sse.com.cn）和符合中 国证券监督管理委员会规定条件的网站（中国证券网，www.cnstock.com；中证网， www.cs.com.cn；证券时报网，www.stcn.com；证券日报网，www.zqrb.cn；经济参 考网，网址 www.jjckb.cn），并置备于发行人、上交所、本次发行保荐人（联席 主承销商）国泰海通证券股份有限公司和联席主承销商中国国际金融股份有限公 司的住所，供投资者查阅。 一、上市概况 （一）股票简称：屹唐股份 （二）扩位简称：屹唐半导体股份 首次公开发行股票科创板 上市公告书提示性公告 保荐人（联席主承销商）： ...

公司研究丨深度报告丨骄成超声（688392.SH） [Table_Title] 骄成超声：国内超声波设备龙头，平台化布局打 开多元成长曲线 %% %% %% %% research.95579.com 1 丨证券研究报告丨 报告要点 [Table_Summary] 公司深耕超声波技术，逐步扩展应用领域，看好公司平台化布局及新业务增量。公司成立于 2007 年，成立初期主要从事橡胶轮胎的超声波裁切；2015-2017 年切入新能源动力电池领域，研发 超声波焊接设备；2020 年以来，业务拓展至无纺布、线束、半导体等领域。当前已具备完善的 产品矩阵，可覆盖各行业多种细分需求。电池业务作为压舱石，线束/半导体/耗材业务高速增 长。总体上，公司通过平台化布局正在逐步打开多元成长曲线。 分析师及联系人 [Table_Author] SFC：BRP550 请阅读最后评级说明和重要声明 2 / 34 %% %% %% %% research.95579.com 2 赵智勇 倪蕤 屈奇 SAC：S0490517110001 SAC：S0490520030003 SAC：S0490524070003 骄成超声（688392.S ...