微波元器件的性能关系着通信信号传输的质量，而所用的陶瓷材料又是元器件的重要基础和保障。浙江 嘉兴佳利电子有限公司研究院副院长童建喜2006年博士毕业后，扎根企业研发一线18年，带领团队突破 微波通信领域电子陶瓷材料和产品应用中的多项技术瓶颈，成功开发出10余款陶瓷材料，在5G通信、 网络通信以及消费类电子等领域实现了大批量应用，并成功应用于卫星互联网等国家重要载荷工程。 新药研发投入大、耗时长，广东中山康方生物医药有限公司临床运营资深总监夏梦莹钻研技术、奋勇创 新，与团队一起开发了一系列具有全球领先性的创新药物。近10年来，夏梦莹和团队为超过1.6万例肿 瘤晚期患者提供了治疗方案，为一个个家庭带来生命的希望。夏梦莹介绍，生物制药研发行业的国际竞 争非常激烈，通过持续技术攻关，团队在双抗药物研发上取得自己的核心开发方案。 刀库是工业刀具的仓储中心，也是机床的"弹药库"。在过去15年时间里，江苏冈田智能（江苏）股份有 限公司总经理陈亮始终专注于为中国机床装备上自主研发的刀库技术。2013年，他带着所有积蓄回到丹 阳创业，专注数控机床核心功能部件刀库、主轴、转台等产品研发生产。2018年，陈亮带领团队吃住在 车间3 ...

证券之星消息，2025年5月14日宇环数控（002903）发布公告称公司于2025年5月13日进行路演，国金证 券、易方达基金、杭州附加值投资参与。 具体内容如下： 答：在国内经济转型升级背景下，高端制造自主可控将是我国制造业重要的发展方向。近年来随着我国 机床工具行业的技术进步，我国数控机床出口数量逐年增长，进口替代步伐加快，未来高端数控机床的 应用行业将得到进一步拓展，以数控磨床、数控拉床为代表的中高端机床具备较强的增长潜力和发展空 间。公司将不断巩固并提升自身的核心竞争力，在高端装备进口替代、半导体等新材料加工与海外市场 开发等方面深耕发力，努力实现企业经营规模与发展质量的突破。 问：公司主要业务板块的发展情况？ 答：公司产品主要包括数控磨床、数控研磨抛光机、数控拉床和智能装备系列产品，广泛应用于消费电 子、汽车工业、新能源、航空航天、轴承、半导体、新材料、粉末冶金等行业领域。 2024年，公司各业务板块均衡发展，产品和市场结构持续优化。公司在为消费电子行业核心客户提供产 品和服务的同时，来自汽车零部件、航空航天、精密机械加工、半导体和新材料等高端制造领域的订单 增加，其中公司精密复合立式磨床已成功进入 ...

证券代码：002903 证券简称：宇环数控 编号：2025-007 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 其他（电话会议） 参与单位名称 及人员姓名 国金证券、易方达基金、杭州附加值投资 时间 5 月 13 日 地点 长沙 上市公司接待 人员姓名 副总经理、董事会秘书 易欣 投资者关系活 动主要内容介 绍 1、公司主要业务板块的发展情况？ 公司产品主要包括数控磨床、数控研磨抛光机、数控拉床和智能 装备系列产品，广泛应用于消费电子、汽车工业、新能源、航空航天、 轴承、半导体、新材料、粉末冶金等行业领域。 2024 年，公司各业务板块均衡发展，产品和市场结构持续优化。 公司在为消费电子行业核心客户提供产品和服务的同时，来自汽车零 部件、航空航天、精密机械加工、半导体和新材料等高端制造领域的 订单增加，其中公司精密复合立式磨床已成功进入航空航天、轴承等 领域。 2、随着消费电子产品的日益丰富和变化，公司产品在消费电子行业 有哪些具体运用？ 消费电子行业是公司产品的主要应用领域之一，公司部分下游客 户为苹果、华为、荣耀、三星等国内外知名电子品牌企业提供制 ...

Group 1: Industry Overview - The number of specialized, refined, and innovative small and medium-sized enterprises (SMEs) in China has exceeded 140,000, with over 14,600 recognized as "little giant" enterprises, playing a crucial role in strengthening and stabilizing industrial chains [1] - The development of innovative drugs typically requires over $1 billion in investment and takes more than 10 years from project initiation to market approval [1] Group 2: Company Innovations - Jiangsu Okada Intelligent Co., Ltd. has independently developed CNC machine tool tool magazine technology, breaking foreign technology monopolies and significantly reducing costs [2] - Zhejiang Jia Li Electronics Co., Ltd. has successfully developed over 10 types of ceramic materials for 5G communication and consumer electronics, emphasizing the importance of continuous technical refinement and experience standardization [2] Group 3: Technological Breakthroughs - Beijing Micro Nano Star Technology Co., Ltd. has achieved multiple "firsts" in domestic satellite assembly, including the first X-band commercial remote sensing satellite [3] - Shanghai Weijing Energy Technology Co., Ltd. is innovating in zinc-iron flow battery technology, addressing performance and lifespan issues to promote large-scale application of energy storage [3]

他们矢志实业报国，用恒心助力产业高质量发展。 "过去15年，我一直专注为中国机床装备上我们自主研发的刀库技术。"江苏冈田智能（江苏）股份有限 公司总经理陈亮介绍，当一台数控机床面临复杂加工任务，刀库技术能将手动换刀转化为快速精准的自 动换刀。陈亮回忆，在创业初始，行业进口的刀库价格高昂，他决定进行自主研发。"我和研发团队进 行了183次不间断试验，终于取得突破，我们生产的链式刀库效率大幅提升，成本大幅降低，改变了原 来刀库依赖进口的局面。" 新型储能行业是新兴领域，长时储能技术能够将风能、太阳能等"靠天吃饭"的新能源，变得随时可用、 稳定可靠。"2018年，我和创业伙伴创立纬景储能，希望用技术让新能源以更低的价格、更高效的方式 为生产生活提供强大支撑。"上海纬景储能科技有限公司联合创始人、董事长葛群说。 5月13日，国务院新闻办举行"新征程上的奋斗者"中外记者见面会，5名工业和信息化领域代表围绕"走 专精特新之路做大做强先进制造业"与中外记者见面交流。 近年来，我国大力推进新型工业化，加快制造业转型升级，涌现出一大批专精特新中小企业，数量已经 超过14万家，推动产业强链、固链、稳链，离不开企业和一线工作者的奋 ...

Group 1 - The event highlighted the achievements of specialized and innovative "little giant" enterprises in China, with over 14,000 such companies contributing to high-quality development in advanced manufacturing sectors [1] - The focus is on independent research and development to overcome weaknesses in various industries, with representatives from companies like Guangdong Zhongshan Kangfang Biopharmaceutical Co., Ltd. sharing their advancements in innovative drug development [1][2] - The introduction of dual-target monoclonal antibodies in cancer treatment represents a significant breakthrough, with a new drug for non-small cell lung cancer showing nearly double the efficacy compared to international standard treatments in a Phase III clinical trial [2] Group 2 - Companies like Jiangsu Okada Intelligent Co., Ltd. have made significant strides in the development of CNC machine tools and core components, achieving breakthroughs in the design and manufacturing of key parts like tool changers [2] - The importance of tool changers in manufacturing is emphasized, as they enable quick and precise automatic tool changes, enhancing the efficiency of CNC machines [2] - The integration of technological innovation and talent cultivation is crucial for product development, with companies focusing on deep collaboration with educational institutions to enhance R&D capabilities [3] Group 3 - The deep integration of technological and industrial innovation is essential for scaling product applications, as highlighted by representatives from various companies [3] - The role of artificial intelligence in redefining industries, including energy storage and advanced manufacturing, is acknowledged, with significant cost reductions in energy storage achieved through AI-driven innovations [4]

Group 1 - The core viewpoint of the article highlights China's significant progress in promoting new industrialization and the transformation of the manufacturing sector, with over 140,000 specialized and innovative small and medium-sized enterprises (SMEs) established since the 18th National Congress of the Communist Party, including more than 14,600 "little giant" enterprises [1] - A press conference was held by the State Council Information Office, featuring representatives from specialized and innovative "little giant" enterprises, discussing the path to strengthening advanced manufacturing [1] - Jiangsu Okada Intelligent Co., Ltd. focuses on the research and production of CNC machine tools and core components, emphasizing the importance of innovation in reducing costs and improving efficiency in the manufacturing process [2] Group 2 - The general manager of Jiangsu Okada, Chen Liang, returned to his hometown to start a business driven by his passion for the industry and a sense of national duty, highlighting the significance of industrial mother machines in modern production [2] - Chen Liang's team achieved breakthroughs in chain-type tool magazine technology through extensive experimentation, significantly enhancing production efficiency and reducing costs, with their work recognized as advancing China's tool magazine precision by a decade [2]

Core Viewpoint - Huazhong CNC (300161.SZ) has undergone significant changes in its private placement plan, with the major shareholder, Zhuoer Zhizao, opting out of the subscription, raising market concerns about the implications of this decision [2][3]. Group 1: Changes in Private Placement - The latest revision of the private placement plan indicates that Zhuoer Zhizao will no longer participate in the subscription, which deviates from previous versions where the major shareholder was expected to contribute significantly [2][3]. - The company claims that the withdrawal is primarily to mitigate risks associated with its overseas business potentially being sanctioned, but it also reflects the need to expedite the placement process and the financial strain on Zhuoer Zhizao [2][7]. Group 2: Financial Context and Performance - In March 2023, Huazhong CNC announced a plan to raise up to 1 billion yuan, with Zhuoer Zhizao expected to subscribe for at least 30% of the total shares issued [3]. - The company’s stock price had surged over 300% from 15.64 yuan in 2022 to a peak of 61.92 yuan in 2023, but has since faced a significant decline due to changing market conditions and a projected net profit loss of 304.37% in 2024 [5][6][10]. - The company’s revenue for 2024 is projected at 1.782 billion yuan, a year-on-year decrease of 15.71%, with its robotics segment experiencing a 36.39% decline in revenue [10][13]. Group 3: Shareholder Financial Strain - Zhuoer Zhizao's financial situation appears strained, with high debt levels and significant equity pledges across its listed companies, including a 79.36% debt ratio for Zhuoer Zhilian [7][8]. - The major shareholder's withdrawal from the private placement may also be influenced by the need to reduce regulatory scrutiny and expedite the placement process [7].

证券代码：300946 证券简称：恒而达 福建恒而达新材料股份有限公司 投资者关系活动记录表 恒而达对SMS公司的并购是以SMS公司出售其全部资产及业务事项为前提 的。本次并购采取了直接且彻底的资产转让模式，而非股权交易，不仅实现了 恒而达对SMS公司整体业务和资产的全盘接收，还剥离了潜在法律风险及债务 风险，使得恒而达能够在较短时间内完成对SMS公司业务和资产的整体整合。 二、SMS公司工具磨床、丝杠磨床的应用范围是哪些？历史合作客户有哪些？ 编号：2025-003 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 ☑其他：电话会议 参与单位名称及 人员姓名 中欧薛承沛；上证报陈其珏；华宝基金谭行悦；海富通 吕越超；贝莱德基金神玉飞；平安基金王修宝；华夏基 金连骁；宝盈基金朱凯；西部利得黄浦；瞿永忠上海锐 天投资；广发基金孙迪；长盛基金藤光耀；前海联合杜 宏笙；混沌投资崔凯雯；星元投资姜国平；彤源投资潘 贻立；混沌投资王菁；西南机械邰桂龙；西南机械周鑫 雨；西南机械杨云杰；路旭富安达基金；中庚基金王 震；中航证券闫智。 时间 2025年5月12 ...

证券代码：002122 证券简称：汇洲智能 您好，2024 年公司投资的浙江海晟药业股份有限公司和合 肥欣奕华智能机器股份有限公司完成了全部或者部分的退出，且 实现了一定的投资收益，其他已投资项目有部分已申报 IPO 或处 于上市辅导阶段。感谢关注！ 4、中投数能有没有盈利 您好，中能数投主要从事数据中心的建设、运维以及提供云 计算和算力平台服务业务。2024 年，受市场竞争加剧等影响， 中能数投未能实现盈利。感谢关注！ 汇洲智能技术集团股份有限公司 投资者关系活动记录表 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | --- | --- | | 类别 | □ 媒体采访 √ 业绩说明会 | | | □ 新闻发布会 □ 路演活动 | | | □ 现场参观 | | | 其他 （请文字说明其他活动内容） □ | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 5 月 13 日 (周二) 下午 15:00~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 ...