证券代码：600851/900917 证券简称：海欣股份/海欣B股 公告编号：2025-020 上海海欣集团股份有限公司 关于投资产业基金项目的进展公告 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、准确性和完整性依法承担法律责任。 （以 下简称"海之欣"）以自有资金认缴人民币 3,000 万元，担任有限合伙人。 华产业并购基金项目的议案》，基于公司中长期发展需求，并考虑到基金分散投资风 险相对可控的特性，同时元禾璞华具备领先的专业投资能力、较高的往期投资回报， 董事会同意公司或公司指定主体认购元禾璞华产业并购基金份额，认购金额不超过 公司关于拟投资专业投资机构产业基金项目的公告》（公告编号 2025-014）。 近日，海之欣与产业基金其他合伙人签署了《安徽高新元禾璞华私募股权投资基 金合伙企业（有限合伙）合伙协议》，海之欣以自有资金认缴人民币 3,000 万元，担 任产业基金有限合伙人。 二、合伙协议主体的基本情况 （一）普通合伙人/执行事务合伙人基本情况 公司名称 滁州云集芯企业管理合伙企业（有限合伙） 成立日期 2024 年 7 月 17 日 统一 ...

Group 1: Core Insights - The report emphasizes the necessity for enterprises to pursue intelligent transformation and digital transformation in the context of a global industrial restructuring, where manufacturing has regained its competitive edge [1][17]. - The report provides comprehensive and practical guidance for enterprises to achieve transformation and upgrading [1]. Group 2: Intelligent Transformation - The external environment is characterized by increasing quality demands in international markets, necessitating high-quality and cost-effective products for competitive success [2][13]. - Countries are implementing re-industrialization strategies centered on revitalizing manufacturing, such as Germany's "Industry 4.0," the U.S.'s "Industrial Internet," and China's "Made in China 2025" [2][19]. - Intelligent transformation is defined as an upgrade utilizing automation and information technology to enhance production efficiency and quality while reducing costs [2][33]. - The characteristics of intelligent transformation include systematic engineering, full-process closure, and human-machine collaboration, leading to improved production efficiency and management levels [2][30]. Group 3: Implementation Pathways and Case Studies - The pathways for intelligent transformation involve addressing data collection, device connectivity, and management process standardization, with steps including consultation, design, implementation, and evaluation [3]. - An example is AVIC's intelligent manufacturing development, which aims for full intelligent production of aviation products by 2025, characterized by dynamic perception and real-time analysis [3]. Group 4: Digital Transformation - Digital transformation is described as a disruptive innovation that reconstructs products, services, production methods, and business models using digital technologies like cloud computing and IoT [4]. - The essence of digital transformation is to build a digital platform that facilitates efficient conversion from business to data, data to information, and knowledge to wisdom [4]. Group 5: Support for Traditional Enterprises - To support traditional enterprises in intelligent transformation and digitalization, measures include accelerating the cultivation of emerging intelligent technology industries and promoting the intelligent upgrade of traditional industries [5]. - Policies may involve establishing special funds, supporting "machine substitution," and nurturing intelligent technology industry entities [5].

转自：推广 文 | 徐雅琳 新质生产力正以前所未有的深度和广度重塑经济格局，成为高质量发展的核心驱动力。Deepseek国产大模 型崛起、人形机器人亮相春晚、"独角兽""瞪羚"企业首次写入政府工作报告、地方规划密集出台……无不 彰显其全方位、深层次的影响力。 青岛华芯晶电科技有限公司这家成立仅12年的企业，已在国内化合物半导体材料领域实现从跟跑到领跑的 跨越。尤其是在半导体衬底材料领域打破国外垄断，其磷化铟衬底、氧化镓衬底等产品广泛应用于集成电 路、光通信、人工智能等领域。 以制造业立市、矢志向"智造"跃升的青岛，正在通过深度融合科技与产业创新，全力拥抱新质生产力，赋 能城市高质量发展。 4月，青岛重磅出台《传统优势制造业优化升级培育发展新质生产力实施方案（2025-2027年）》，瞄准高 端供给、数智赋能、绿色转型三大方向，推出21项具体举措。方案设定了清晰目标：到2027年，重点行业 先进产能占比超60%，规上工业企业关键工序数控化率超76%，工业重点领域能效标杆产能比例突破 38%。这不仅为青岛传统制造业转型升级绘制了精准路线图，更为新质生产力的蓬勃生长开辟了广阔天 地。 青岛对新质生产力的探索已初见成 ...

华勤技术（603296）公告，全资子公司上海摩勤智能技术有限公司拟作为有限合伙人认缴出资2500万元 人民币认购安徽高新元禾璞华私募股权投资基金合伙企业(有限合伙)二期募集份额，占本次出资后安徽 元禾认缴出资总额的1.61%。本次交易不构成关联交易，亦不构成重大资产重组。标的基金侧重支持成 长期、成熟期企业发展，聚焦长三角区域内十大新兴产业，重点投资半导体和智能制造等硬科技领域项 目。 ...

金十数据6月18日讯，华勤技术公告称，公司全资子公司上海摩勤智能技术有限公司拟作为有限合伙人 认缴出资2500万元人民币认购安徽高新元禾璞华私募股权投资基金合伙企业二期募集份额，占本次出资 后安徽元禾认缴出资总额的1.61%。该基金主要投资于长三角区域内十大新兴产业，重点关注以半导体 和智能制造为核心的硬科技领域，对规定投向的投资额不得低于基金投资额的70%。 华勤技术：子公司拟认购安徽元禾二期募集份额 基金重点关注半导体等硬科技领域 ...

华勤技术：全资子公司拟参与投资私募股权投资基金 智通财经6月18日电，华勤技术(603296.SH)公告称，公司全资子公司上海摩勤智能技术有限公司拟作为 有限合伙人认缴出资2500万元人民币认购安徽高新元禾璞华私募股权投资基金合伙企业（有限合伙）二 期募集份额，占本次出资后安徽元禾认缴出资总额的1.61%。该基金主要投资于长三角区域内十大新兴 产业，重点关注半导体和智能制造等硬科技领域项目。 ...

Core Viewpoint - The digital transformation of the manufacturing industry is no longer optional but a necessary course for enterprise development and industry leadership, driven by the rapid advancement of artificial intelligence technology [2][3]. Group 1: Digital Transformation Trends - Digital transformation has become an inevitable trend in manufacturing, with approximately 80% of companies in China planning digital transformation strategies by 2024 [3]. - The 2025 WOD Manufacturing Digital Expo showcased over 200 global digital suppliers presenting smart factory solutions [3]. Group 2: Market Potential and Challenges - The digital transformation market for China's manufacturing industry is expected to reach 2.7 trillion yuan by 2030 [4]. - Many small and medium-sized enterprises face challenges in digital transformation, including issues like affordability and usability of technology [6]. Group 3: AI Integration in Manufacturing - AI technologies are deeply applied in manufacturing, with automation rates in some Tesla production lines reaching over 95% [5]. - Tesla plans to produce 5,000 humanoid robots in 2023 and 50,000 in 2024, indicating a shift towards intelligent manufacturing [5]. Group 4: Ecosystem Support for Digital Transformation - The establishment of the Global Development Center for Manufacturing Digitalization aims to enhance technology application, industry collaboration, and talent development [8]. - The center will focus on six areas, including promoting new technologies, industry standards, and knowledge protection [8].

登录新浪财经APP 搜索【信披】查看更多考评等级 公司将持续关注合伙企业的后续进展，并及时履行信息披露义务，敬请广大投资者注意投资风险。 证券代码：002537 证券简称：海联金汇 公告编号：2025-047 海联金汇科技股份有限公司 关于与专业投资机构共同投资的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、对外投资概述 为充分借助专业投资机构和高校科技成果的资源优势，立足于公司长期战略和长远目标，进一步推动海 联金汇科技股份有限公司（以下简称"公司"）在智能制造产业的长期布局和稳健发展，2025年4月18日 公司与专业投资机构北京砺明创业投资有限公司、浙江大学校友创新创业有限公司、国邦医药（杭州） 股权投资有限公司、浙江中南建设集团有限公司、广东越科能源发展有限公司、洪宝民共同签署合伙协 议，拟共同投资设立杭州启真开物股权投资基金合伙企业（有限合伙）（以下简称"合伙企业"），重点 投资符合国家战略性新兴产业、未来产业发展方向领域的公司。合伙企业拟认缴出资额为人民币5,000 万元，其中公司作为有限合伙人拟以自有资金认缴出资人民币1,400万元 ...

会议资料 二〇二五年六月 江苏北人智能制造科技股份有限公司 2025 年第二次临时股东大会会议资料 江苏北人智能制造科技股份有限公司 江苏北人智能制造科技股份有限公司 2025 年第二次临时股东大会会议资料 江苏北人智能制造科技股份有限公司 为了维护全体股东的合法权益，确保股东大会的正常秩序和议事效率，保 证本次股东大会的顺利进行，根据《中华人民共和国公司法》《中华人民共和国 证券法》《上市公司股东大会规则》以及《江苏北人智能制造科技股份有限公司 章程》《江苏北人智能制造科技股份有限公司股东大会议事规则》等相关规定， 特制定本次股东大会会议须知： 一、经公司审核，符合条件参加本次大会的股东、股东代理人以及其他出席 人员可进入会场，公司有权拒绝不符合条件的人员进入会场。参会股东应当按照 通知时间准时到场，参会股东或其代理人如果迟到，在表决开始前出席会议的， 可以参加表决；如表决开始后，不得参加表决，但可以列席会议；迟到股东或其 代理人不得对已审议过的议案提出质询、建议和发言要求，迟到股东或其代理人 不得影响股东大会的正常进行，否则公司可采取措施拒绝其入场。 江苏北人智能制造科技股份有限公司 二、为保证本次大会的 ...

Economic Growth and Quality Improvement - In 2025, China's economy is expected to show stable growth and quality improvement, driven by effective macro policies and structural optimization [1] - Consumption is identified as a key engine for economic recovery, with a significant increase in its contribution to GDP growth [1][4] - High-tech industry investment is rapidly increasing, becoming a core driver of investment growth [1] Consumer Market Recovery - The consumer market is showing steady recovery, with retail sales of consumer goods growing by 5% year-on-year from January to May 2025, an acceleration of 0.3 percentage points compared to the previous months [2] - Service consumption, particularly in tourism and entertainment, is experiencing robust growth, with sales of upgraded goods like jewelry increasing by over 20% year-on-year in May [2][3] Structural Changes in Consumption - There is a clear trend of consumption structure upgrading, with a shift towards high-value goods and the emergence of new consumption models [3] - Policies are being implemented to enhance consumer capacity and improve the consumption environment, which is expected to further bolster consumer confidence [3] Future Consumption Outlook - In the second half of 2025, consumer spending is anticipated to grow more steadily, supported by stable employment and rising incomes [4] - The contribution of consumption to GDP growth is projected to exceed 60%, solidifying its role as the main driver of economic growth [4] Industrial Growth and Investment - In May 2025, industrial value-added output grew by 5.8%, with significant increases in equipment manufacturing (9.0%) and high-tech manufacturing (8.6%) [7] - Fixed asset investment increased by 3.7% year-on-year, with a notable 17.3% rise in equipment investment, indicating a shift towards new quality productivity [7][8] Export Market Dynamics - China's export structure is diversifying, with a growing focus on high-tech and green industries, which enhances resilience against external uncertainties [11] - The share of exports to emerging markets is increasing, while reliance on traditional markets like the U.S. is decreasing, reflecting a successful diversification strategy [11][13] Policy Framework and Economic Stability - Fiscal policy is set to increase the deficit target to 4.0% in 2025, aiming to stabilize expectations and boost confidence in the economy [14] - Monetary policy is expected to remain accommodative, with potential interest rate cuts and targeted reserve requirement ratio reductions to support economic growth [17]