智通财经APP讯，乔锋智能(301603.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 3.1亿元至3.7亿元，同比增长51.04%至80.27%;扣除非经常性损益后的净利润3亿元至3.6亿元，同比增长 51.49%至81.79%。 ...

Core Viewpoint - The A-share market is experiencing significant differentiation as four companies prepare for IPOs on the Beijing Stock Exchange, focusing on the smart manufacturing sector, while the Shanghai and Shenzhen exchanges have no IPOs scheduled this week [1][2]. Group 1: Companies Preparing for IPO - Hongshida specializes in smart automation equipment and flexible production lines, targeting clients like Apple and Huawei, with projected total assets of 941 million yuan and a net profit of 70.48 million yuan by the end of 2025 [2]. - Haichang Intelligent focuses on high-performance wiring harness equipment for industries such as automotive and photovoltaic, with total assets expected to reach 1.42 billion yuan and a net profit of 88.8 million yuan by September 2025 [2]. - Hengdao Technology is engaged in the development and production of hot runner systems for injection molds, with anticipated revenue of 221 million yuan and a net profit of 60.71 million yuan by September 2025 [3]. Group 2: Mainboard Refinancing - Stada Semiconductor, established in 2005, specializes in semiconductor chips and power modules, with total assets projected at 10.606 billion yuan and a net profit of 386 million yuan by September 2025, aiming to raise 1.5 billion yuan through convertible bonds [4]. Group 3: Audit and Sponsorship - Lixin Accounting Firm is the auditor for three of the four companies preparing for IPOs, while Hengdao Technology is audited by Tianjian Accounting Firm [5].

近日，追觅科技创始人兼CEO俞浩在社交媒体发文，首次正面回应"断指计划"的传闻，称"没有，谣传"。 俞浩进一步回应称："我们入职的时候，工资涨幅一般不超过20%，不可能有翻倍挖人的（情况）。因为我们坚信人要长期的，如果双倍薪 资挖来了，双方其实心理都不平衡的，很难走得远。说我们把人挖来3个月，把技术偷了，然后就把人开了，那是真不懂研发啊。" 他还表示，今天的研发日新月异，不断需要迭代，根本不是所谓偷技术能解决的，需要有稳定长期的技术团队，不断地投入和迭代，甚至 第一代产品不成功，还有有第二代第三代。"真相是，我们一般入职的时候，控制薪资涨幅不会太高，然后做出业绩了，立即提拔和涨薪， 然后长期稳定。" 所谓"断指计划"，是指在一些行业流传的恶意挖人窃取商业机密的不正当竞争传闻，核心指部分企业以高薪为诱饵挖走竞品核心人才，榨 干其技术和商业秘密后便将其开除。 早在去年6月，追觅法务部便发表声明称，自2024年6月以来，追觅科技遭遇了大量有关"断指计划"、"三倍薪资挖人"、"窃取商业机密后 开除"、 "对赌失败"等不实负面信息的攻击。 追觅法务部表示，上述造谣诽谤、雇佣水军、煽动舆论的行为，已经严重损害公司品牌声誉 ...

Core Viewpoint - The actual controller of Dongcai Technology, Yichang Technology, and Gaomeng New Materials, Xiong Haitao, has been detained and is under investigation by the Sichuan Provincial Supervisory Committee, raising concerns about the governance and future operations of these companies [1][4]. Group 1: Company Announcements - Dongcai Technology announced on January 27, 2026, that it received a notification from Gaokai Group regarding the detention and investigation of its actual controller, Xiong Haitao, by the Sichuan Provincial Supervisory Committee [1]. - Yichang Technology also reported on January 27, 2026, that it received a notice of investigation and detention concerning Xiong Haitao, who resigned from his positions in the company on January 26, 2026 [2]. - Gaomeng New Materials confirmed on January 27, 2026, that it received a forwarded notice from its controlling shareholder, Gaokai Group, about the investigation and detention of Xiong Haitao due to suspected criminal activities [4]. Group 2: Shareholding Structure - Xiong Haitao holds 18.49 million shares of Dongcai Technology, accounting for 1.82% of the total share capital, making him the fifth-largest shareholder [2]. - Gaokai Group, controlled by Xiong Haitao, holds 182 million shares of Dongcai Technology, representing 17.91% of the company, while Gaokai Fuheng Group holds 32.47 million shares, or 3.19% [2]. Group 3: Background Information - Gaokai Fuheng Group, established in 2005, is a comprehensive industrial group with total assets exceeding 10 billion, focusing on various sectors including chemical new materials and biotechnology [4]. - Xiong Haitao has held various significant positions, including executive director of Gaokai Fuheng Group and vice chairman of both Yichang Technology and Gaomeng New Materials [4].

南财智讯1月28日电，江苏北人发布业绩预亏公告，预计2025年年度实现归属于母公司所有者的净利 润-7,813.74万元左右。智能制造整体解决方案业务方面，国内订单战略调整，主动放弃部分低毛利订单 及风险客户，导致国内订单规模收缩，本报告期转化订单的营收及毛利率同比降低；海外订单转化周期 较长，战略切换期内相关收入尚未在本报告期确认。工商业储能业务方面，行业竞争加剧、政策环境收 紧、市场价格下行、终端客户经营稳定性不足及支付信用风险上升，导致商业模式与收益模型未达预 期，已连续三个会计年度未能盈利；2025年国家及地方电价政策重大调整、技术标准和管理要求持续升 级、各地执行细则存在差异，导致存量项目面临整改或关停、新项目审批周期延长、合规成本增加，下 游市场需求增速放缓，行业竞争进一步加剧，外部资产持有方持谨慎观望态度，储能资产出售困难、处 置效率远低于预期，形成资产沉淀与资金压力；公司决定对储能业务实施战略性收缩关停，不再开展新 的储能产品生产与销售，不再新增储能资产持有，并对存量储能资产及相关业务进行有序清理与退出； 根据《企业会计准则第8号——资产减值》《企业会计准则第1号——存货》及相关监管要求，公司 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 近日，追觅科技创始人兼CEO俞浩在社交媒体发文，首次正面回应"断指计划"的传闻，称"没有，谣传"。 俞浩进一步回应称："我们入职的时候，工资涨幅一般不超过20%，不可能有翻倍挖人的（情况）。因为我们坚信人要长期的，如果双倍薪资挖来了，双方 其实心理都不平衡的，很难走得远。说我们把人挖来3个月，把技术偷了，然后就把人开了，那是真不懂研发啊。" 他还表示，今天的研发日新月异，不断需要迭代，根本不是所谓偷技术能解决的，需要有稳定长期的技术团队，不断地投入和迭代，甚至第一代产品不成 功，还有有第二代第三代。"真相是，我们一般入职的时候，控制薪资涨幅不会太高，然后做出业绩了，立即提拔和涨薪，然后长期稳定。" 所谓"断指计划"，是指在一些行业流传的恶意挖人窃取商业机密的不正当竞争传闻，核心指部分企业以高薪为诱饵挖走竞品核心人才，榨干其技术和商业秘 密后便将其开除。 早在去年6月，追觅法务部便发表声明称，自2024年6月以来，追觅科技遭遇了大量有关"断指计划"、"三倍薪资挖人"、"窃取商业机密后开除"、 "对赌失 败"等不实负面信息的攻击。 | 证据 ...

Core Insights - The World Economic Forum (WEF) has released a new list of global lighthouse factories, with China dominating by securing 16 out of 23 new additions, bringing its total to 101, which accounts for nearly half of the global total of 224 factories [1][2] Group 1: Lighthouse Factory Concept and Evolution - The concept of lighthouse factories was introduced by WEF and McKinsey in 2018 to identify advanced manufacturing bases that have achieved breakthroughs in the Fourth Industrial Revolution [1] - The evaluation criteria for lighthouse factories have evolved from focusing on individual factory technology applications to five categories: customer-centric, production efficiency, supply chain resilience, sustainability, and talent [1][2] Group 2: Trends in Manufacturing and AI Integration - The evolution of lighthouse factories aligns with the global trend of manufacturing transitioning from digitalization to intelligence, emphasizing the ability to quickly sense, adapt, and respond to market changes [2] - New lighthouse factories reflect a shift from fragmented digital initiatives to comprehensive, AI-driven systemic transformations, with technologies like AI, machine learning, and robotics becoming deeply integrated into high-value scenarios [2] Group 3: Role of Foreign Enterprises in China - Foreign enterprises are increasingly establishing lighthouse factories in China, transitioning from merely replicating mature global digital models to localizing technology and driving intelligent innovation [3] - Notable foreign companies such as Siemens, Schneider Electric, Zeiss, and Michelin are now using Chinese factories as testing grounds for global technology research and development [3] Group 4: China's Competitive Advantages - China's leading position in lighthouse factories is attributed to a complete industrial supply chain, substantial market demand, a rich talent pool, and continuous investment in cutting-edge technologies [3] - The country is at the forefront of intelligent manufacturing and is undergoing profound changes from technological breakthroughs to ecological restructuring [3] Group 5: Future Outlook - The establishment of more lighthouse factories will significantly aid China's transformation into a "global innovation center for intelligent manufacturing" [4] - These 101 lighthouse factories provide clear pathways for traditional manufacturing to upgrade digitally and intelligently, helping to reshape production paradigms and build resilient supply chains [4]

Group 1 - The core strategic direction of the company includes focusing on its main business, enhancing industry chain extension, and pursuing synergistic mergers and acquisitions [1] - In the robotics sector, the company specializes in high-end intelligent manufacturing, information technology, and core control technology and equipment for industrial robots [1] - The company has years of experience in the research and application of industrial robot technology, guided by market and customer needs as well as cutting-edge product applications [1] Group 2 - The company will continuously monitor industry development trends and emerging sectors to explore new business models and market opportunities that align with its strategic direction [1] - The company aims to advance its strategy and industry synergy through mergers and acquisitions, enhancing its operational development and overall competitiveness and profitability [1]

Core Viewpoint - The company, Jin Aobo, emphasizes its extensive experience in the research and application of industrial robot technology, focusing on high-end intelligent manufacturing and core control technologies in robotics [1] Group 1: Company Focus - The company specializes in the research and application of core control technologies and equipment in the fields of high-end intelligent manufacturing, information technology, and industrial production [1] - Jin Aobo is committed to continuously monitoring market trends in the robotics sector and conducting in-depth research on artificial intelligence technologies such as motion control and visual recognition [1] Group 2: Technological Development - The company aims to achieve iterative upgrades of technology by integrating the development of various types of intelligent equipment and application scenarios [1]

转自：新华财经 2026年1月22日，工商银行广东省分行联动深圳市分行为深交所主板上市的智能制造龙头企业——广东 领益智造股份有限公司办理约6亿元并购贷款并完成首期放款，专项用于支持其收购某液冷技术企业的 控股权。这是自2025年末国家金融监督管理总局颁布《商业银行并购贷款管理办法》后，工商银行在广 东落地的首笔控制型并购贷款。 新规颁布后，工商银行广东省分行迅速响应，精准把握政策导向并实现落地。在AI算力高速发展的背 景下，高端芯片散热需求激增，液冷技术成为可持续发展的关键。领益智造通过本次控股权收购，旨在 快速整合核心液冷技术和高端客户资源，强化市场竞争力。在该笔并购贷款业务中，工商银行粤深两地 分行充分发挥协同优势，仅用两周时间便高效完成了从尽职调查、授信审批到最终放款的全流程操作， 以"工行速度"展现了强大的跨区域金融服务能力。 下一步，工商银行广东省分行将紧抓并购贷款新规实施机遇，持续深化"并购+"综合金融服务模式，通 过提供高质量的并购金融支持，助力湾区企业整合优质资源、实现转型升级，为区域制造业高质量发展 注入强劲金融动能。（柴冰） 编辑：赵鼎 本次并购贷款新规是并购贷款政策的重大调整，其核心亮 ...