文/梧桐数据中心 5月30日，IPO共审核3家公司（北交所2家、深主板1家），3家均获通过。 单位：万元 | | 北交所 | | | | | | --- | --- | --- | --- | --- | --- | | 公司简称 | 主营业务 | 2024年营收 | 2024年净利润 | 审核结果 | 保荐/律所/审计 | | 志高机械 | 凿岩设备和空气压缩机的 研发、生产、销售和服务 | 88.843.77 | 10.315.58 | 通讨 | 东方证券/国浩(杭州) /天健 | | 世昌股份 | 汽车燃料系统的研发、生 产和销售 | 51.485.89 | 6,120.52 | 滴讨 | 东北证券/北京德恒/上会 | | | 深主板 | | | | | | 公司简称 | 主营业务 | 2024年营收 | 2024年净利润 | 审核结果 | 保荐/律所/审计 | | 海安橡胶 | 巨型全钢工程机械子午线 轮胎的研发、生产与销售, | 229.989.30 | 64.056.30 | 通讨 | 国泰海通/国浩（上海）/容成 | | | 以及矿用轮胎运营管理业务 | | | | | 志高机械 是一家专业从事 ...

Group 1 - The company, Wuhan Huazhong CNC Co., Ltd., has received an inquiry letter from the Shenzhen Stock Exchange regarding its application for a private placement of shares [1][2] - The company updated its financial data in response to the inquiry letter and related application documents, which were disclosed on the same day on the Giant Tide Information Network [1] - The issuance of shares is subject to approval from the Shenzhen Stock Exchange and the China Securities Regulatory Commission, with uncertainties regarding the approval timeline [2] Group 2 - The company assures that the information disclosed is true, accurate, and complete, with no false records or misleading statements [1] - The company will fulfill its information disclosure obligations based on the progress of the share issuance matter [2]

Core Viewpoint - The global automotive industry is actively contributing to the carbon neutrality goal through diverse technological innovations and collaborative efforts across the entire industry chain [2][29]. Group 1: Market Trends and Data - By 2024, electric vehicles will account for 14% of the global passenger car power market, while hybrid models (including HEV, PHEV, REEV) will represent 16%, surpassing the share of pure electric vehicles [2]. - The hybrid technology is increasingly recognized as a key direction for the transformation and upgrading of automotive power technologies [3][29]. - The penetration rate of electric vehicles in the Chinese market is expected to reach 75% by 2030, with a global forecast of 60% [34]. Group 2: Industry Collaboration and Innovation - The fifth International Forum on Automotive Power Systems emphasized the importance of collaboration among government, industry, academia, and enterprises to drive innovation in hybrid technology [3][10]. - The Shanghai government is enhancing the business environment to support the development of green innovation and multi-technology paths for enterprises [6][8]. - The integration of various technologies and collaborative innovation is essential for the rapid advancement of hybrid technology [14][33]. Group 3: Technological Development and Future Outlook - The development of hybrid technology is seen as a critical step towards achieving low-carbon transformation in the automotive industry, with a focus on improving engine thermal efficiency and integrating electric and internal combustion technologies [16][30]. - The hybrid power system is expected to play a significant role in the global transition to electric vehicles, with a projected market share distribution of 30% for pure electric, 30% for hybrid, and 40% for fuel vehicles by 2030 [34]. - The rise of methanol-hydrogen hybrid technology is highlighted as a successful practice in diversifying low-carbon technology routes for commercial vehicles in China [25][36].

5月30日，广西广播电视信息网络股份有限公司（以下简称"广西广电"）发布重大资产置换暨关联交易报告书（草 案）。公告显示，本次交易方案为重大资产置换，系将广西广电持有的广电科技100%股权置出，同时置入广西广 电控股股东北投集团持有的交科集团51%股权。 净利润方面，归属于上市公司股东的净利润为亏损约8.8亿元，对比2023年的亏损约7亿元。亏损进一步扩大。主 要原因除了上述市场因素外，公司运营成本短期内难以降低，财务费用及信用减值损失增加也对利润造成了较大 压力。 4月29日，广西广电发布《2025年第一季度报告》。报告显示，公司一季度营收、利润继续双双下降，其中营业收 入为2.62亿元，同比下降5.78%；归母净利润为-1.98亿元，同比下降13.43%；扣非归母净利润为-2.10亿元，同比 下降15.34%；基本每股收益-0.12元。 报告书指出，本次交易系广西广电将原有广电有线传输、数据宽带等业务相关资产置出，同时置入行业前景良好 的数智工程等业务相关资产，本次交易有利于提升归属于上市公司股东的净利润，增强上市公司未来的持续经营 能力。本次交易完成后，上市公司主营业务变更为数智工程、勘察设计与试验检测 ...

原标题：科技报国正当时 对他们来说，5月30日或许是平凡的一天：照常出现在实验室，专心完善一组实验数据；如约现身 车间码头，着力解决一个技术难题；准时走上三尺讲台，开始讲解一个科学原理……他们是默默无闻的 科技工作者，日复一日地在科研一线攻坚克难，在科学前沿乘风破浪。 今年5月30日是第九个全国科技工作者日。千千万万个科技工作者奋斗的足迹，浓缩成中国科技的 不凡历程。 书写精彩创新答卷 嫦娥六号飞越38万公里，在人类历史上首次实现了月球背面采样返回；"梦想"号正式入列，1.1万 米最大钻深能力助力大洋探秘；南极秦岭站建成并投入使用，开启新时代极地科考新征程……中国科技 奏响创新强音，科技工作者以更加昂扬的斗志，以更加坚定有力的步伐朝着科技强国建设目标前进。 他们敢为人先。 嫦娥六号之前，人类开展的10次月球采样均位于正面，想要揭开更多的月球起源和演化奥秘，必须 到月背去。 但月背采样，没有先例。研制团队攻克了月球逆行轨道设计与控制、月背智能快速采样和月背起飞 上升等多项关键技术，完成了中国航天史上迄今为止技术水平最高的月球探测任务。 如今，科研人员围绕月壤开展了多领域研究，已经发表了100多篇科技论文。 他们 ...

Group 1 - The core viewpoint emphasizes the importance of maintaining a balanced mindset in innovation, suggesting that more "Hongmeng moments" will emerge, showcasing stories of surpassing challenges in technology [1][3] - Huawei's recent launch of two new Hongmeng computers marks a significant breakthrough for domestic operating systems in the personal computer sector, achieving autonomy from the kernel level [1][2] - The global operating system market is highly concentrated, with Microsoft Windows and Apple MacOS holding nearly 90% market share, posing challenges for domestic companies to establish a mature technology and industry system [1][2] Group 2 - The Hongmeng system has become one of the three major mobile operating systems globally, while Alibaba Cloud's "Feitian" system can connect millions of servers into a "supercomputer," reflecting the growth of the domestic operating system ecosystem [2] - Companies like BOE, TCL Huaxing, and Visionox have transformed the display panel industry, achieving over 70% global market share, demonstrating China's ability to overcome reliance on imports [2] - The development of key technologies in China is a long-term process, requiring continuous innovation and overcoming systemic barriers to enhance the country's technological independence [3]

安全是机器人进入家庭、医疗等敏感场景的生命线。邹露君介绍称，鸿道操作系统内核创新性集成了"确定性调度层"，确保机器人与机器人之间的通信 任务能在严格规定的时间内完成下达、执行与反馈。 李平从国家战略安全高度强调："机器人具备云控制能力，事关整个国家安全。"鸿道操作系统在底层架构中深度融入远程云控能力，可对国家授权的系 统进行远程安全备份。一旦机器人遭黑客劫持，通过云端指令即可令其瘫痪，避免群体性安全事件发生。"如果数百万台机器人被恶意操控，后果不堪 设想。"李平表示，未来工厂中，每台机器人乃至每个机械关节都将拥有独立IP地址，通过云端实时备份与安全管控，确保万无一失。 未来每台机器人乃至每个机械关节都将拥有独立IP地址，通过云端实时备份与安全管控。 5月29日，由科东软件自主研发的鸿道（Intewell）工业操作系统正式发布，东土科技（300353.SZ）董事长李平与光亚鸿道总经理邹露君在接受第一财经 等采访时，解释了如何通过操作系统为具身智能产业提供底层支撑，解决产业规模化落地的安全隐忧。 当前，全球具身智能产业正处于从功能验证向商用落地的关键阶段，但底层电子架构长期被国外厂商垄断。鸿道操作系统实现了"芯片 ...

5月29日，精进电动(688280)举办2024年度暨2025年第一季度业绩说明会，董事长兼总经理余平、董事 兼董事会秘书兼财务总监谢文剑、独立董事张雪融围绕经营业绩、战略布局、技术创新及未来发展等核 心议题，与投资者展开深入交流，展现了公司在新能源汽车电驱动系统领域的强劲动能与长期增长潜 力。 稳健经营驱动，营收增长彰显战略成效 2024年，精进电动实现营业总收入130490.06万元，同比增长50.64%，远超行业平均增速。对此，董事 长余平表示："收入增长主要得益于新能源汽车电驱动系统及技术开发服务业务的双轮驱动。在乘用车 领域，2023年末投产的国内项目逐步放量，叠加2024年新投产项目贡献，收入增长显著；商用车电驱动 系统则受益于国内外客户需求的持续增长。此外，技术开发与服务收入因多项客户项目顺利交付而大幅 提升，充分体现公司在研发创新与市场拓展上的长期积累。" 在全球化布局方面，精进电动北美、欧洲市场开拓成效显著，2024年海外收入占比达35.35%。针对近 期美国加征关税等贸易政策变化，余平表示，公司全球化战略布局，国内和国外市场并举，使影响可 控；公司将灵活调整生产与供应链策略，持续深化欧洲市 ...

Macro News - The Ministry of Commerce urges the U.S. to completely eliminate unilateral tariffs, emphasizing that trade wars have no winners and protectionism leads to negative outcomes [1] - China's new generation artificial sun, "China Fusion Reactor No. 3," achieves a record of 1 million amperes and 100 million degrees, marking significant progress in fusion experiments [1] Transportation and Travel - The Ministry of Transport predicts that the cross-regional personnel flow during the Dragon Boat Festival will reach 687 million trips, a year-on-year increase of approximately 7.7% [2] - Daily average traffic on national highways is expected to be around 40.7 million vehicles, a 3% increase from the previous year [2] - The expected peak of passenger vehicle flow is on the first day of the holiday, estimated at 38 million vehicles [2] - Daily average traffic of new energy vehicles is projected to be 8.3 million, accounting for about 21% of total daily traffic, significantly up from 14.4% last year [2] Market Movements - The ChiNext Index rose by 1.37%, with over 100 stocks hitting the daily limit up [3][4] - The total trading volume in the Shanghai and Shenzhen markets reached 1.19 trillion, an increase of 175.5 billion from the previous trading day [4] - Key sectors such as unmanned vehicles, digital currency, and innovative pharmaceuticals saw significant gains, while gold stocks experienced declines [4] Company Developments - NVIDIA reported a quarterly revenue of $44.1 billion for Q1 of fiscal year 2026, a 12% increase quarter-on-quarter and a 69% increase year-on-year, but net profit decreased by 15% quarter-on-quarter to $18.8 billion [5][6] - Ideal Auto's Q1 revenue was 25.93 billion yuan, a 1.1% year-on-year increase, with adjusted net profit down 20% to 1.02 billion yuan [6] - Douyin Group established a short drama copyright center to enhance copyright management and improve content quality [6] - JD.com and Xiaohongshu launched the "Red Jing Plan," allowing Xiaohongshu ads to link directly to JD.com shopping pages [7][8] - Apple plans to rename its operating systems to a year-based naming convention, aiming for brand consistency across devices [8]

Core Insights - The increasing awareness of indoor air quality is driving the growth of the indoor ventilation system industry, with Green Island Wind (301043) emerging as a key player [1][3] - The company is focusing on market research to understand customer needs, particularly in the hospitality and food service sectors, and is offering customized ventilation system designs and services [1] - Green Island Wind is committed to innovation and has invested 78.89 million yuan in R&D from 2020 to 2024, resulting in sales revenue of 1.75 billion yuan from high-tech product transformations [2] Company Developments - Green Island Wind is exploring AI solutions for new ventilation system designs, including AI-driven identification of room dimensions and air quality control [2] - The company has a strong history, having been established in 1992 and entering the fresh air system industry around 2009, becoming one of the earliest players in the market [2] - As of December 31, 2024, Green Island Wind holds 20 invention patents, 376 utility model patents, and 94 design patents, showcasing its commitment to technological advancement [2] Industry Trends - There is a growing market opportunity for fresh air systems as consumer awareness of indoor air quality increases, shifting these systems from "improvement" products to "necessity" products [3] - The rise of the "ten thousand stores era" in the fast-moving consumer goods market is driving greater demand for fresh air systems in commercial sectors [3]