Core Insights - Schneider Electric showcased its innovative practices aimed at accelerating the digital and green transformation of industries at the China International Industry Fair, emphasizing the theme of "Remarkable Future Industry" [1][2] - The company presented a comprehensive display of industrial automation products, solutions, and services powered by cutting-edge technologies such as open automation, AI, and digitalization across various industry applications [1] Group 1: Industry Applications - Schneider Electric highlighted seven thematic exhibition areas that demonstrate its innovative practices across different industry application scenarios, including oil extraction and refining, fine chemicals and new materials, consumer goods manufacturing, packaging and logistics, water treatment and environmental protection, waste/heat power generation, and public engineering and construction [1] - The company introduced a new generation of machine motion control solutions tailored to local enterprise needs, which includes the "Golden Four Set" comprising Harmony ET5 human-machine interface, Altivar 305 general-purpose inverter, Modicon M310M motion controller, and Lexium18ME servo drive with BEH18 servo motor, adaptable to logistics, packaging, and lithium battery industries [1] Group 2: Strategic Partnerships - At the fair, Schneider Electric signed cooperation agreements with clients and partners such as Hangzhou Jinjiang Group, Shandong Jingbo Holdings Group, and Shenzhen Ailing Network Co., Ltd., further deepening its collaborative layout across various industries and projects [1] Group 3: Market Positioning - Schneider Electric's Executive Vice President and President for China and East Asia, Yin Zheng, stated that China has become a core force in the global industrial landscape due to its vast market size, complete industrial support, resilient supply chain system, and the rapid development and widespread application of advanced technologies like AI [2] - The company aims to support industrial transformation and upgrading by focusing on the core needs of various industries, leveraging its digital capabilities to enhance quality and efficiency in "Made in China" initiatives, and creating a sustainable industrial future in collaboration with partners [2]

海得工业交换机采用工业级设计，符合工业现场的苛刻环境要求，如环境温 度、电池干扰、现场振动以及通讯协议和实时通信要求，该产品具备强大的兼容 性和稳定性，可确保在机器人设备满足各类工业生产关键实时系统的严苛要求， 助力企业实现智能制造转型；海得第二代PLC（EControl Studio）用Linux + RT 实时操作系统，兼具Linux开源性与实时性优势，可显著提升控制精度与响应速 度，在电子半导体、水处理泵站、交通隧道、管廊、制药等相关行业具有广阔的 发展前景；工业AI控制器的AI功能开发将深度整合神经网络运行时与机器学习 框架，重点突破传统工业控制器在复杂工况下的策略控制和预测性维护的技术课 题。 证券简称：海得控制 证券代码：002184 2025 年 9 月 24 日投资者关系活动记录表 编号：2025-007 | | ■特定对象调研 □分析师会议 | | | | --- | --- | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | | 类别 | □新闻发布会 □路演活动 | | | | | □现场参观 □其他 | | | | 参与单位名称 及人员姓名 | 平 ...

Core Viewpoint - The article emphasizes the critical role of financial services in supporting the innovation and development of technology enterprises in China, particularly in the context of the ongoing global technological innovation wave and the country's goal of becoming a technology powerhouse [2][21]. Group 1: Financial Services and Technology Enterprises - Financial services are deemed a "necessity" for technology enterprises, as highlighted by the CEO of Qianlang Intelligent Technology, who discussed the importance of banking partnerships in overcoming challenges related to cross-border payments and funding efficiency [7][8]. - The collaboration between Qianlang Intelligent and Shanghai Pudong Development Bank showcases how tailored financial products can address specific needs of technology firms, enhancing their operational efficiency and international expansion [7][19]. - The article illustrates that the demand for financial services is not limited to funding but extends to comprehensive financial management solutions that adapt to the evolving needs of technology companies [7][8]. Group 2: Case Studies of Financial Support - Estun Automation, a leading player in the industrial robotics sector, has benefited from a long-term partnership with Shanghai Pudong Development Bank, which has provided various financial products, including working capital loans and supply chain financing [14][15]. - The financial services landscape has evolved, allowing private manufacturing enterprises like Estun Automation to access innovative financing options that were previously unavailable, thus facilitating their growth and development [14][15]. - The case of Jiachensihai Biotechnology illustrates the importance of stable financial support in the competitive landscape of innovative pharmaceuticals, where timely funding can significantly impact research and development progress [17][19]. Group 3: The Role of Financial Innovation - The article highlights the ongoing transformation within banks to better understand and meet the unique needs of technology enterprises, moving beyond traditional service models to offer more relevant financial solutions [21]. - Financial institutions are increasingly focusing on providing "warm" financial empowerment, which is crucial for the innovation pathways of technology companies, ensuring they have the necessary resources to thrive [21]. - The integration of financial services into the operational strategies of technology firms is seen as a key factor in achieving high-quality development within China's technology sector [21].

Core Viewpoint - The article emphasizes the critical role of financial services in supporting the innovation and development of technology enterprises in China, particularly in the context of the ongoing global technological transformation and the need for financial institutions to adapt their services to meet the unique needs of these companies [1][10]. Group 1: Financial Services for Technology Enterprises - Financial services are considered a "necessity" for technology companies, as highlighted by the CEO of Qingtong Intelligent Technology, who noted the importance of banking partnerships in overcoming challenges related to overseas expansion and funding efficiency [2][3]. - The collaboration between Qingtong Intelligent and Shanghai Pudong Development Bank (SPDB) has facilitated better management of overseas funds and improved funding efficiency through innovative banking products [3][4]. - The financial landscape for technology enterprises has evolved, with SPDB providing various financial products tailored to different stages of company development, including technology loans and support for overseas investment [3][6]. Group 2: Case Studies of Technology Companies - Estun Automation, a leading player in the industrial robotics sector, has benefited from a long-term partnership with SPDB, which has provided diverse financial products such as working capital loans and supply chain financing, enabling the company to expand its operations [5][6][7]. - The financial services landscape has improved for private manufacturing enterprises, with innovative products like technology loans and supply chain financing now available, which were previously difficult to obtain [6][7]. - Jiachen Xihai, a biotechnology company, received a comprehensive credit line of 60 million yuan from SPDB, which is crucial for maintaining a competitive edge in the rapidly evolving RNA drug and vaccine market [8][9]. Group 3: Importance of Financial Support in Innovation - Stable financial support is essential for technology breakthroughs, as highlighted by Jiachen Xihai's CEO, who stressed that timely funding is critical to avoid delays that could jeopardize competitive positioning [8][9]. - The article illustrates that financial services play a pivotal role in the innovation journey of technology companies, enabling them to navigate challenges and seize opportunities in their respective fields [10].

汇川董事长朱兴明在接受媒体采访中指出，未来五年内、工业现场无线化将成为现实。基于这一趋势，汇川围绕工业发展的四大方向进行了系统性布局。 作者｜黄楠 编辑｜袁斯来 当下全球制造业加速向"智能制造 4.0"转型，中国工厂也面临从"规模"向"效率"升级的关键期，却受困于设备孤岛难协同、技术碎片化难落地、能源成本高 难降碳的三重痛点。 在这一背景下，从单点自动化转向系统智能化升级，成为行业提升效率、应对市场变化的核心趋势。 首先，是高端化。随着消费端对高品质生活的追求不断提升，制造业必须向高端化升级，以提供更优质的产品与服务。 第二是绿色化。制造业必须积极响应可持续发展的全球共识，推动节能降耗、环境友好的生产方式，实现对资源的更高效利用。 汇川工博会展台现场 第三，是智能化。未来的制造并非减少工作量，而是通过AI、具备学习与决策能力的智能装备，将更多任务交由机器完成，从而提升整体效率与灵活性。 第四，是国际化。中国作为全球制造业中心，正从三个阶段逐步推进国际化进程：初期是将中国制造的商品输出全球；中期是将中国产能布局至海外；现阶 段则进入"local for local"的新模式，即整合全球的研发人才、工程师、产业工 ...

Core Insights - The challenges of achieving "AI + industrialization" include data acquisition and governance, as highlighted by Siemens at the 25th China International Industry Fair [1][4] - Siemens has signed agreements with nearly 40 companies to expand its local ecosystem and has showcased its first pilot application of the Industrial Copilot based on generative AI in China [1][3] Group 1: Industry Trends - Over 80% of enterprises recognize the value of industrial AI in enhancing production efficiency and reducing operational costs, yet 43% have not deployed industrial AI, and only 8% have achieved multi-scenario applications [3] - Key barriers to deploying AI industrial systems include high deployment costs, a lack of skilled professionals, and insufficient technological maturity [3] Group 2: Company Developments - Siemens has developed a new generation of smart assembly equipment for electric vehicles in collaboration with Zhongke Motong, marking the first pilot application of its generative industrial AI assistant in the Chinese market [4] - The new industrial PC product launched by Siemens is tailored for the Chinese market and compatible with the local operating system Kirin, demonstrating a proactive response to local demands [5] Group 3: Financial Performance - Siemens reported a 28% year-on-year increase in new orders, reaching €24.7 billion, and a 5% revenue growth to €19.4 billion for the third quarter of fiscal year 2025, although the software business within the digital industrial group faced challenges compared to the previous year [6]

9月24日，在第25届中国国际工业博览会(简称"工博会")举办期间，美的集团（000333）旗下库卡中国(KUKA)全球首次发布多场景自动化解决方案，覆盖航 空、汽车、新能源、医疗及教育五大行业。 当前，航空制造领域面临生产效率与产能瓶颈突出，质量一致性与可靠性挑战严峻，生产线建设与改造周期漫长，产线柔性化与敏捷性水平不足等多项痛 点。针对上述痛点，库卡推出了全流程高精度装配体系，整合CoboManip机械手、密封胶涂覆系统及质量检测模块，实现从部件搬运到机身合装的全程自动 化，支持多机型柔性生产，定位精度高达0.05mm，并具备125公斤有效负载能力。 此外，库卡Quantec-2系列工业机器人配合直线导轨、AMR移动机器人等设备，实现机身自动化装配与重型部件智慧物流。针对航空部件体系庞大，部件运 输困难，稳定性要求高等严苛条件，库卡旗下瑞仕格物流打造的omniMove全向移动平台承重可达90吨，毫米级运输精度显著提升空间利用与运营效率。目 前，库卡在航空领域案例已经应用到空客等公司的核心机型中。 汽车行业是库卡深耕数十年的"基本盘"，针对汽车行业一体化压铸件/电池包需要高负载、高惯量的特性，以及车型迭代周 ...

Group 1 - The core viewpoint of the news is that Huichuan Technology's stock has seen a significant increase, with a rise of 5.02% to 86.75 yuan per share, and a total market capitalization of 234.199 billion yuan [1] - Huichuan Technology, established on April 10, 2003, and listed on September 28, 2010, specializes in providing core components for industrial automation and robotics, with a revenue composition of 45.18% from the new energy vehicle and rail transit sectors, 42.94% from general automation, 11.25% from smart elevator electrical systems, and 0.64% from other sources [1] - The trading volume for Huichuan Technology reached 5.231 billion yuan, with a turnover rate of 2.59% [1] Group 2 - According to data, a fund under Bank of China Securities holds Huichuan Technology as its third-largest position, with a net value proportion of 3.71% [2] - The Bank of China Securities Growth ETF (159821) has seen a year-to-date return of 46.09% and a one-year return of 104.2%, ranking 667 out of 4220 and 484 out of 3814 respectively [2] - The fund manager, Liu Xianzheng, has a tenure of 7 years and 240 days, achieving a best return of 118.04% during his management period [3]

9月24日，汇川技术涨5.02%，截至发稿，报86.75元/股，成交52.33亿元，换手率2.59%，总市值2341.99 亿元。 截至发稿，翟云飞累计任职时间9年236天，现任基金资产总规模1.26亿元，任职期间最佳基金回报 55.55%， 任职期间最差基金回报-12.79%。 资料显示，深圳市汇川技术股份有限公司位于广东省深圳市龙华区观湖街道鹭湖社区澜清二路6号汇川 技术总部大厦1单元101，成立日期2003年4月10日，上市日期2010年9月28日，公司主营业务涉及为设备 自动化/产线自动化/工厂自动化提供变频器、伺服系统、PLC/HMI、高性能电机、传感器、机器视觉等 工业自动化核心部件及工业机器人产品,为新能源汽车行业提供电驱&电源系统,为轨道交通行业提供牵 引与控制系统。主营业务收入构成为：新能源汽车&轨道交通类45.18%，通用自动化类42.94%，智慧电 梯电气类11.25%，其他0.64%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从基金十大重仓 ...

Group 1 - The core viewpoint of the news is that Buke Co., Ltd. has seen a stock price increase of 5.2%, reaching 100.61 CNY per share, with a total market capitalization of 9.139 billion CNY as of September 24 [1] - Buke Co., Ltd. specializes in the research, production, and sales of core components for industrial automation equipment and digital factory software and hardware, with main business revenue composition being 69.15% from drive systems, 30.09% from control systems, and 0.77% from others [1] - The company is located in the China (Shanghai) Free Trade Zone and was established on December 9, 2008, with its listing date on November 12, 2020 [1] Group 2 - Among the top ten circulating shareholders of Buke Co., Ltd., Yongying Fund's advanced manufacturing mixed fund has increased its holdings by 869,800 shares, now holding 4.142 million shares, which is 4.93% of the circulating shares [2] - The fund has achieved a year-to-date return of 103.03% and a one-year return of 253.12%, ranking 59 out of 8,173 and 9 out of 7,996 respectively in its category [2] - The fund manager, Zhang Lu, has a total fund asset scale of 15.413 billion CNY, with the best fund return during his tenure being 156.03% [3]