宝馨科技公告，预计2025年度净利润为负，同比增长86.97%～92.18%。报告期内，营业收入同比略有 所下降，归属于上市公司股东的净利润同比大幅减亏。为应对智能制造板块原有定制设备配件业务订单 持续减少的影响，公司通过研发共享经济领域集成设备，开拓新客户和市场，在第四季度营业收入环比 实现较大幅度增长且产品毛利稳定。由于公司转型自研集成设备，新业务模式的稳定性正在经过市场验 证，存在部分不确定性，因此存在由于新业务模式不稳定而使扣除后营业收入低于3亿元的可能性。 ...

面对"十五五"新机遇和人工智能浪潮，如东正处在战略红利释放黄金期、交通格局重塑突破期、奋力追赶跨越关键期。如东县委书记杨万平在会上发出邀 约，期望企业家、投资人扎根如东、深耕如东，与上海科创力量、企业经营深化合作，加快构建"上海研发+如东制造"协作模式，让更多创新成果在如东 落地生根。同时，如东也将始终把优化营商环境作为"一号工程"，秉持亲商、安商、富商理念，以最大诚意、最优服务为项目落地、企业发展保驾护航。 校对潘政 活动现场，洋口镇的医药中间体、原材药生产制造项目，洋口港经济开发区的可再生木纤维新材料项目，如东经济开发区(高新区)的纳米隔热材料生产项 目等22个项目成功签约。会上还发布了如东构建现代化产业体系行动方案，并启动如东—上海大零号湾OPC社区启动暨首批企业入驻仪式。 通讯员吴梦凡王洪 1月27日，如东人工智能暨现代产业发展恳谈会在上海举行，聚焦人工智能发展与产创深度融合，展示推介如东独特资源优势，一批优质项目现场签约， 为深化沪如两地区域协同、创新联动注入新动能。 如东地处长三角经济圈北翼，是"长三角一小时都市圈"和"上海大都市圈"重要节点城市。近年来，如东锚定向海图强、聚力接轨上海，拥有三大国 ...

人勤春来早，等不到农历新年，杨浦就将2026年"头号工程"付诸行动。1月29日下午，区优化营商环境 提档召开，发布《杨浦区加快打造营商环境最暖城区行动方案（2026年）》（即区优化营商环境9.0版 方案）。一改常规"打开方式"，往年的以发布新政为主的部署会今年首变座谈会，将话筒首先交给八家 区内重点产业链企业，结合自身发展实际，在优化政务服务、完善产业生态、强化金融支持等方面建言 献策。 一边是畅所欲言的经营主体，另一边则是边划边记的区各委办局负责人，围绕纷至沓来的意见诉求，他 们需要迅速消化当场回应，"事后我们会行动起来，把大家的意见建议转化为新一年乃至十五五发展工 作的具体意见转化为实际行动，一步一个脚印落实好。"杨浦区委书记薛侃向着在场企业代表当面做出 承诺。 好的营商环境就像阳光、水和空气。虽然将座谈会开进一年一度的营商大会现场尚属首次，但政企间的 高频沟通在杨浦已成新常态。自2018年以来，杨浦区坚持久久为功、持续深化，先后推出8轮改革方 案，涵盖734条任务举措。在更好回应企业需求方面，系统培育了悦young工作室、税立方、小杨说政 策、法润营商、清朗Y空间、托立方等特色品牌。在畅通营商"最后一公 ...

-〇- 行业均值 - 公司 制图数据来自恒生聚源数据库 市净率(LF)历史分位(%) 001 90 90-83 87d88 80 70 69-21 60 58a76 50 40 3 8.8 30 20 10 0- 2020-12-37 I 2021-06-30 | 2027-12-37 1 <022-72-37 1 2-06-30 ' -06-30 ' 2n~ 中证智能财讯东方智造（002175）1月30日晚间披露2025年度业绩预告，预计2025年实现营业收入3亿元至3.3亿元；归母净利润亏损2600万元至3900万元， 上年同期盈利1661.25万元；扣非净利润亏损2600万元至3900万元，上年同期盈利1311.75万元；基本每股收益-0.02元/股至-0.03元/股。以最新收盘价计算， 市净率（LF）约6.68倍，市销率（TTM）约17.15倍。 以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 近年来市盈率变化情况 (倍) 400 0 200 100 49 B 30.72 1 88 0 16 59 -100 -200 -300 202-06-30 2021-12-37 2021-06 ...

Market Performance - The Hong Kong stock market indices collectively rose this month, with the Hang Seng Index increasing by 6.85% to close at 27,387.11 points, the Hang Seng Tech Index rising by 3.67% to 5,718.18 points, and the China Enterprises Index up by 4.53% to 9,317.09 points [2] - The Hang Seng Index showed resilience, climbing from a low of 26,498.35 points at the beginning of the month to a recent high of 28,056.10 points before a slight pullback [3] Sector Performance - High-performing sectors this month included AI, consumer goods, and real estate, driven by favorable policies and strong earnings [4] - Notable stock performances included: - Zhizhu (02513.HK) surged by 94.66%, recognized as the "first global large model stock" with strong market confidence in its AGI technology [4] - Woan Robotics (06600.HK) also rose by 94.67%, benefiting from AI and smart manufacturing policies [4] - Mingming Hen Mang (01768.HK) increased by 73.71%, supported by impressive revenue growth of 75.2% year-on-year [4][5] - Changfei Optical Fiber (06869.HK) saw a 61.90% increase, driven by rising demand for optical fiber due to AI computing infrastructure [5] Declining Stocks - Declining stocks included: - Zhu Feng Gold (01815.HK), which fell by 22.13% due to fluctuations in international gold prices [8] - Ganfeng Lithium (01772.HK) decreased by 16.46% as lithium carbonate futures prices dropped significantly [9] Institutional Insights - Institutional perspectives suggest a continuation of the spring market rally, focusing on dual drivers of policy and earnings [10] - Everbright Securities noted that the Hong Kong market is transitioning from being driven by funds to being driven by earnings, with a structural rebound expected in Q1 [10] - CITIC Securities highlighted three key investment directions: "14th Five-Year Plan" policies, sectors benefiting from policy reversals, and areas likely to gain from the spring rally [10] Education and Technology Sector - The education sector saw significant gains, with China Spring (01969.HK) rising by 22.76% due to AI integration in educational applications [11] - Longfei Optical Fiber (06889.HK) also experienced a slight increase, reflecting ongoing high demand for computing power [13] Commodity Market Impact - The commodity market faced volatility, with gold and other precious metals experiencing significant price fluctuations, impacting related stocks negatively [15][18] - The Chicago Mercantile Exchange announced margin adjustments to curb excessive speculation, which may further influence market stability [17]

南财智讯1月30日电，东方智造发布2025年度业绩预告，预计2025年全年归属于上市公司股东的净利润 为-3900万元—-2600万元；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为-3900万 元—-2600万元。公司2025年度与上年同期相比，业绩变动的主要原因如下：1、从主营业务情况看，精 密数显量具业务整体运行保持相对稳定，但受宏观经济环境、国际贸易形势变化及下游制造业需求放缓 等因素影响，订单增长节奏放缓，营业收入及利润水平较上年同期有所下降。智能物流分拣设备业务在 报告期内实现快速增长，但对公司当期整体营业收入和盈利的支撑作用尚未完全体现。公司于2025年11 月收购的压力容器公司赛孚机械因纳入合并时间较短，对2025年营业收入和利润贡献很小。公司正全力 对赛孚机械进行合规整合以实现收购预期价值。2、报告期内，公司结合自身发展阶段及战略规划，对 业务结构和经营重心进行了调整，进一步聚焦精密数显量具、智能物流分拣设备等智能制造相关主业。 对商业租赁等其他业务进行了梳理，并在报告期内推进相关收缩及退出安排，公司对相关资产确认损失 以及计提减值，导致当期经营业绩产生了阶段性亏损。3、对 ...

证券日报网讯1月30日，瑞纳智能（301129）在互动平台回答投资者提问时表示，公司智能制造团队具 有智能制造自主规划、设计以及实施能力，通过机器人、AGV、ioT、AI视觉等技术的应用，结合 CRM/PLM/ERP/MES/EMS等系统，打造内部端到端数字化运营闭环。公司也在积极提炼生产运营过程 中AI智能体(Agent)的应用落地场景，以先进制造技术的应用，助力公司在效率、质量等方面在市场竞 争中取得优势。 ...

Domestic Financial Market - The National Development and Reform Commission is coordinating the development of charging infrastructure for new energy vehicles [5] - The Ministry of Civil Affairs is promoting the application of advanced technologies such as humanoid robots and brain-computer interfaces in the development of high-performance intelligent elderly care service robots [5] - The Ministry of Commerce is utilizing the China-US economic and trade consultation mechanism to manage differences and promote cooperation [5] Industry Latest Developments - Shenzhen is encouraging smart home systems to adapt to domestic systems and fully integrate AI, with related stocks including Ying Shi Innovation and Ruixin Microelectronics [7] - New gene therapy strategies are addressing the challenges of efficient delivery of long genes, with related stocks including Meibang Technology and Kaineng Health [7] - The surge in raw material prices and strong demand is leading to a price increase in electronic components, with related stocks including Jiang Hai Co. and Junwei Electronics [7] Focus on Listed Companies - Xinzhou Bang has submitted an application for listing on the Hong Kong Stock Exchange to strengthen its global supply layout for electronic chemicals [9] - Yunji Group plans to raise no more than 788 million yuan through a private placement to expand into intelligent manufacturing and overseas operations [9] - Lixing Co. intends to raise no more than 560 million yuan through a private placement to increase production capacity for high-end bearing rolling elements [9] - Bojie Co. is supplying liquid cooling testing equipment to N clients, with significant supply arrangements expected this year [9] Market Review and Outlook - On January 29, the three major indices showed mixed results, with the Shanghai Composite Index experiencing slight fluctuations and the Shanghai 50 Index rising over 1% [11] - The market saw rapid rotation of hotspots, with over 3,500 stocks declining, while the liquor sector surged in the afternoon [11] - The non-ferrous metals sector remained active, with copper and precious metals leading the gains, and the oil and gas sector continued its strong performance [11] - The real estate sector showed signs of rebound, while the chip industry faced declines [11] - Looking ahead, the market is expected to continue focusing on undervalued and high-certainty sectors, as the growth stocks are undergoing consolidation [11]

Core Insights - The article discusses the concept of "digital twin" technology, its applications, and its significance in various industries, particularly in enhancing efficiency and decision-making processes [5][6][10]. Group 1: Definition and Functionality - Digital twin technology creates a virtual model that mirrors a physical entity, allowing for real-time interaction and predictive capabilities [5][6]. - This technology can significantly improve operational efficiency, reduce resource consumption, and potentially replace human cognitive tasks in repetitive thinking [5][6]. Group 2: Applications and Impact - Digital twins can be utilized in various sectors, such as automotive manufacturing for simulating assembly and collision scenarios, and in maritime training for risk management [6]. - The technology is also applicable in high-end equipment production, allowing for virtual understanding and maintenance without the need for physical transport [6]. Group 3: Current Status and Challenges in China - China is advancing in the application of digital twin technology, particularly in smart manufacturing and smart cities, with a growing market size [7]. - The province of Liaoning has a strong industrial foundation that supports the implementation of digital twin technology, but it faces challenges in data collection and the digital transformation of small and medium enterprises [7][8]. Group 4: Solutions and Future Directions - To address the challenges faced by small and medium enterprises, the article suggests implementing demonstration projects and creating standardized solutions for digital twin applications [8][9]. - The future direction of digital twin technology includes achieving autonomous decision-making capabilities, transitioning from mere visualization to intelligent thinking [10][11].

中国国内大市场蕴含的巨大潜能，也让消费板块成为境外投资者关注的焦点，深市消费类上市公司凭借 鲜明的品牌优势和优异的经营业绩，吸引了境外资本的重点关注。 此次路演活动获得了与会境外投资者的高度评价，通过与深市上市公司的深入交流，境外投资者全面了 解了中国企业在业务出海、产业升级、消费升级等领域的最新进展，切身感受到中国企业在全球产业链 重构中展现出的强大活力和创新能力。 参会境外投资者表示，2026年将继续对中国股票市场保持乐观态度，持续改善的基本面及长期增长动力 有望打造一个更可持续的增长周期。一方面，扩大内需成为2026年政策重点，消费行业或将迎来新的增 长，将对中国消费行业的转型和相关重点企业予以关注。另一方面，产业升级带来的增长机遇，未来将 进一步重点关注拥有稳健研发实力的上市公司。 一方面，在全球化格局深刻调整、全球产业链向供应链韧性与可持续发展转型的背景下，以杭州巨星科 技（002444）股份有限公司（以下简称"巨星科技"）、厦门亿联网络（300628）技术股份有限公司、深 圳市长盈精密（300115）技术股份有限公司为代表的"中国智造"企业正积极重构全球产业链布局，持续 提升全球业务竞争力。 例如 ...