2024年1至12月份，吉峰科技的营业收入构成为：农机流通占比92.33%，农机制造占比5.88%，载货汽 车占比1.8%。 每经AI快讯，吉峰科技（SZ 300022，收盘价：8.54元）9月28日晚间发布公告称，公司第六届第三十二 次董事会会议于2025年9月28日在公司四楼会议室召开。会议审议了《关于子公司申请银行授信的议 案》等文件。 截至发稿，吉峰科技市值为42亿元。 （记者 张喜威） 每经头条（nbdtoutiao）——去美国的"打工人"天塌了！特朗普10万美元签证费击碎"美国梦"，美企加 速外包，加拿大趁机"抢人" ...

①城镇化和老龄化导致农村劳动力短缺，农业科技要解决"谁来种地"的问题：随着工业化和城镇化的快速推进，大量农村劳动力流向城市和城镇，导致务农 人口占总人口比重降低，务农工作缺乏吸引力。同时，人口老龄化程度加深，65岁及以上人口占比呈增加趋势，进一步影响了务农人口数量。面对我国农业 劳动力缺口逐渐加剧的现状，农业生产利用机器以及智能装备减轻劳动强度、降低生产成本、提升作业效率和作业质量的需求日趋强烈。 2010年至2024年，中国的城镇化率从49.95%上升至67.00%，同时65岁及以上人口的占比从8.90%上升至15.60%，在城镇化和人口老龄化的双重作用影响下， 农业就业人口呈下降趋势。 ②土地集约化发展，高标准农田建设和我国农业机械化率逐年上升，奠定农业科技发展基础：智慧农业大规模应用需要农业提高集约化和标准化，农业机械 和农机装备智能化产品是提高农业生产效率、实现资源有效利用、推动农业可持续发展不可或缺的装备，对保障国家粮食安全、促进农业增产增效、改变农 民增收方式和推动乡村振兴起着非常重要的作用。随着我国农业生产集中化、规模化的提高，农业机械化率逐年上升，为农业科技奠定基础，未来智能化产 品和无人化方 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 9月25日15：00 - 17：00，威马农机股份有限公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） 以网络远程方式，举办了重庆辖区上市公司2025年投资者网上集体接待日暨半年度业绩说明会活动。活 动吸引了众多投资者参与，威马农机财务总监杨琳、副总经理兼董事会秘书王帅、证券事务代表刘施宏 出席并回答投资者提问。 本次投资者关系活动类别为"参加重庆辖区上市公司2025年投资者网上集体接待日暨半年度业绩说明会 活动"。参与单位为参加此次活动的投资者。 业绩增长方面，公司称正在积极推进智能农机装备创新，2025年重庆、泰国制造基地将全面投产，美国 子公司及境外商务处等海外营销渠道建设也将逐步完成，以保持稳定业绩增长，实现可持续发展。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，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。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不 ...

证券代码：301533 证券简称：威马农机 威马农机股份有限公司投资者关系活动记录表 投资者您好！公司目前经营情况正常，公司将持续围绕主业深耕发展，不 断提升公司综合竞争实力；公司相关股东将积极遵守 IPO 申报时出具的承 诺，请关注公司在指定信息披露媒体披露的相关信息。感谢您的关注！ 4、请问公司泰国工厂于 9 月 16 日正式投产 ，作为全球化战略的关键布 局，其当前产能利用率、订单获取情况如何？预计何时能实现盈亏平衡并 对公司业绩产生正向贡献？ 尊敬的投资者您好！公司在泰国全资子公司诺威斯动力设备有限公司建设 生产基地，目前进展顺利，部分产线已经投产，公司将利用泰国工厂加大 对东南亚及其他目标市场拓展深度；具体经营业绩请关注公司在指定信息 披露媒体披露的相关信息。谢谢关注。 5、威马农机，对农业机器人有无研发 投资者您好！请关注公司在指定信息披露媒体披露的相关信息。感谢关注！ 编号：2025-002 | | 特定对象调研 分析师会议 | | --- | --- | | | 媒体采访 业绩说明会 | | 投资者关系 | 新闻发布会 路演活动 | | 活动类别 | 现场参观 电话会议 | | ...

近日，2025中国-中东欧国家产学研合作对接会智能制造专场活动在南京成功举办。镇江创新元素 闪耀智能制造专场。4家镇江科技企业现场分享国际合作案例、发布需求；镇江刘恒记食品有限公司联 合江苏大学，与波黑巴尼亚卢卡大学签约，推动中国传统酿造技艺系统性对接中东欧农业科技体系。 镇江科技企业组团参会，成为对接会的一大亮点。镇江刘恒记食品有限公司、航发优材（镇江）增 材制造有限公司、江苏联博精密科技股份有限公司、镇江同舟螺旋桨有限公司等4家本土科技企业，先 后分享了国际科技合作的成功经验，发布了一批具有镇江产业特色的合作需求，引发中外嘉宾热烈反 响。 签约环节中，镇江企业表现尤为活跃。镇江刘恒记食品有限公司携手江苏大学，与波黑巴尼亚卢卡 大学达成三方合作。对此，该公司总经理刘潮军表示，作为传统醋及衍生产品研发生产销售企业，刘恒 记在醋的医药、保健、饮料、化工、调味等功能领域多有开发，而巴尼亚卢卡大学在耐酸性菌种及相关 控制方面拥有先进技术，双方合作契合度很高。 值得关注的是，10家中国-中东欧国家技术转移中心"合作伙伴"现场授牌。其中，江苏大学与塞尔 维亚诺维萨德大学签署合作协议。据统计，江苏大学已与中东欧12国的高 ...

"我们要及时将科技创新成果应用到具体产业和产业链上。" 2024年,我国规上高技术制造业增加 值较"十三五"未增长42%。 习近平总书记提出要以科技创新推动产业创新，"特别是以颠覆性技术和前沿技术催生新产业、新模式、新动能，发展新质生产力"。 9月18日，国新办举行新闻发布会，介绍"十四五"时期科技创新发展成就。一个个生动案例、一组组亮眼数据，让世界看到了"科技创新和产业创新加 速融合"的五年。 "C919大飞机实现商业飞行""新能源汽车产销量稳居世界首位""人工智能、生物科技等前沿领域正在形成新的经济增长点"……向新而行，我国企业发 明专利产业化率从2020年的44.9%提升至2024年的53.3%，更多专利走出"实验室"，走向"产业链"。 CCTV Com 中国新动力 数据来源:国家统计局等 图 片 由 A | 辅 助 生 成 要大力发展数字经济, THE P 数字经济和实体经济深度融合, 打造具有国际竞争力的数字产业 課菲。 习 TITED 2024年，我国数字经济核心产业增加值 比"十三五"未增长73.8%，占GDP比重达 到10.4%。 央视网 (C(( 中国新闻 数据来源：国家统计局等 图 片 由 ...

Group 1 - The current capital expenditure sentiment among U.S. companies remains low, with hiring activities and investment intentions not recovering [2] - The U.S. government is exploring how to utilize Japan's commitment of $550 billion in investments to revitalize domestic manufacturing [2][5] - The latest data shows a significant decline in the U.S. manufacturing sector, with the New York Fed manufacturing index dropping from 11.9 to -8.7 in September [2] Group 2 - Economic uncertainty makes it difficult to predict a substantial return of U.S. manufacturing or re-industrialization [3] - Manufacturers are generally pessimistic about sales prospects, leading to reluctance in expanding production capacity [3] - The recent construction boom in factories was primarily driven by the Biden administration's Inflation Reduction Act and the CHIPS and Science Act, while the Trump administration cut related subsidies [3] Group 3 - The U.S.-Japan trade agreement includes a governance structure for investment distribution, with Japan expected to complete the allocation of $550 billion before the end of Trump's term [5] - Investments are targeted at sectors critical to economic and security interests, including semiconductors, pharmaceuticals, and energy [5] - An investment committee led by U.S. Commerce Secretary Ross will oversee the execution and management of specific projects [5] Group 4 - The mechanism established by the trade agreement provides significant control to the U.S. government, while Japan has limited power to influence project types [6] - Japan can technically reject U.S. proposals but is more likely to refuse funding due to lack of support for specific projects [6] - The U.S. retains the right to impose tariffs, which serves to enhance leverage over Japan to fulfill investment commitments [6] Group 5 - Recent statements from U.S. officials suggest that trade agreements will lead to unprecedented levels of factory construction in the U.S. [7] - The term "capital call" is used to describe the process of requesting funds from committed investors for project financing [7] Group 6 - Many multinational companies have announced billion-dollar investment plans since Trump took office, attributed to the "Trump effect" [8] - However, some of these investment plans were initiated or announced during the Biden administration [8] - The timeline for these investment commitments remains uncertain, with significant lead times required for factory construction [9] Group 7 - Current tariff policies have led to profit shrinkage and investment stagnation among U.S. companies [9] - For instance, John Deere reported a significant decline in sales and operating profits due to tariff-related costs [9] - The uncertainty surrounding economic policies has caused companies to adopt a wait-and-see approach, delaying investments and reducing hiring [9] Group 8 - Recent court rulings may lead to adjustments in tariff policies, with the legality of Trump's tariff actions under review [10] - Many U.S. companies are hesitant to seek government financial assistance due to concerns over long-term repayment obligations [10] - Even with new investments in the U.S., manufacturers remain heavily reliant on global markets for raw materials and components [10]

Group 1: Economic Context - The willingness of U.S. companies to invest remains low, with recruitment activities and investment intentions not recovering [1] - The U.S. manufacturing sector is showing signs of weakness, as evidenced by the New York Fed manufacturing index dropping from 11.9 to -8.7 in September [1] - Consumer confidence has not shown significant improvement, contributing to the overall pessimism in the manufacturing outlook [1] Group 2: U.S.-Japan Trade Agreement - The U.S. government is exploring how to utilize Japan's commitment of $550 billion to revitalize domestic manufacturing [1] - The trade agreement includes a governance structure for investment decisions, with Japan required to complete the allocation of the $550 billion before the end of Trump's term [3] - Investments are expected to focus on sectors critical to economic and security interests, including semiconductors, pharmaceuticals, and energy [3][4] Group 3: Investment Mechanism - The investment mechanism allows the U.S. to submit project plans for Japanese review, with Japan required to respond within 45 days [4] - Profits from projects will initially be split evenly until Japan recoups its investment, after which the U.S. will receive 90% of profits [4] - The structure provides significant control to the U.S. government over the investment process, while Japan has limited power to influence project selection [4] Group 4: Uncertainty and Corporate Response - Many multinational companies have announced large-scale investment plans, but the actual implementation remains uncertain due to changing policy environments [6] - Tariff policies have led to profit shrinkage and investment stagnation among U.S. companies, with John Deere reporting a $300 million increase in costs related to steel and aluminum imports [6][7] - The current economic uncertainty has caused companies to adopt a wait-and-see approach, delaying investments and reducing hiring [7] Group 5: Supply Chain Dependencies - U.S. manufacturers remain highly dependent on global markets for raw materials and components, with 69% of intermediate inputs sourced domestically and nearly one-third reliant on imports [8] - Approximately 94% of U.S. imports by value are industrial goods, highlighting the importance of global supply chains for U.S. manufacturing operations [8]

Group 1 - The first batch of recognized new quality productivity science and technology museums in Jiangsu Province includes 14 selected institutions, with 4 from Lishui District, highlighting its leadership in the city [1][2] - The selected museums focus on various fields such as new generation information technology, artificial intelligence, aerospace, new energy, new materials, high-end equipment, biomedicine, and quantum technology, showcasing the latest achievements in Jiangsu's new quality productivity [1][2] - The Nanjing Chang'an Automobile 5G+ Smart Exhibition Hall is the only selected new energy vehicle production technology museum in the province, featuring interactive displays of the latest achievements in electric vehicles and smart manufacturing [1][2] Group 2 - The Jiangsu Biomedicine Industry Science and Technology Museum, established with the support of Jiangsu Second Normal University, focuses on biomedicine and synthetic biology, integrating new technologies to enhance traditional biological resource development [2] - The Jiangsu Agricultural Machinery Museum and the Fujia Bian Agricultural Science and Technology Museum, both themed around agriculture, showcase the evolution of agricultural tools and promote agricultural science knowledge through various educational activities [2] - The new quality productivity science and technology museums serve as important platforms for public science education, technology exchange, and industrial upgrading in Lishui District, contributing to high-quality development [2]

Core Viewpoint - The recent election of Tian Gangqiang as the chairman of Jifeng Technology marks a strategic shift towards strengthening the company's core agricultural machinery business while exploring new opportunities in the low-altitude economy through collaboration with United Aircraft [1][3]. Business Development Strategy - Jifeng Technology aims to solidify its business foundation by continuing its "one body, two wings" strategy, focusing on expanding its agricultural machinery segment and enhancing its technological and low-altitude capabilities [1][2][3]. - The company has undergone a change in controlling shareholder to Anhui Lanshi Enterprise Management Consulting Co., which holds 19.65% of voting rights, leading to increased market expectations for Jifeng Technology's future [1][2]. Financial Performance - Jifeng Technology's revenue has remained stable, with reported figures of 2.708 billion yuan in 2022, 2.650 billion yuan in 2023, 2.709 billion yuan in 2024, and 1.462 billion yuan in the first half of 2025. However, net profit has shown volatility, with figures of 8.1164 million yuan, 12.9537 million yuan, -20.7887 million yuan, and 2.9461 million yuan for the same periods [2]. Low-Altitude Business Expansion - The company plans to establish a wholly-owned subsidiary, Jifeng Aviation Technology (Sichuan) Co., with an investment of 50 million yuan to serve as a platform for low-altitude industry investment and operations, leveraging United Aircraft's strengths in the drone sector [3][4]. - Jifeng Aviation aims to explore various applications in low-altitude logistics, emergency services, and other sectors, indicating a significant growth potential in the low-altitude economy [4][5]. Collaboration with United Aircraft - The collaboration with United Aircraft is expected to enhance Jifeng Technology's agricultural machinery business and create synergies in the development of low-altitude services, particularly with the introduction of the Q100 agricultural drone [3][4]. - United Aircraft's revenue exceeded 400 million yuan last year and is projected to reach around 1 billion yuan this year, highlighting the growth potential in the low-altitude sector [4][5].