Core Viewpoint - The third China International Supply Chain Promotion Expo (Chain Expo) serves as a significant platform for observing global industrial collaboration and supply chain resilience amidst deep restructuring of global supply chains, attracting 651 enterprises and institutions from 75 countries and regions, with foreign exhibitors accounting for 35%, a historical high [1] Group 1: Supply Chain Resilience - The Chain Expo features six themed areas including advanced manufacturing, clean energy, smart automotive, digital technology, healthy living, green agriculture, and a service area, along with an innovation chain zone focusing on cutting-edge technology applications and industrial collaboration [2] - The advanced manufacturing area showcases the latest technologies in smart manufacturing, satellite communication, industrial robotics, and high-end CNC machine tools, drawing significant attention from visitors [2] - Companies like Goldwind Group are establishing comprehensive industrial chain layouts, integrating various sectors such as finance and logistics, and positioning themselves as connectors in the global market [2][3] Group 2: Innovation and Technology - Domestic innovative enterprises are rapidly emerging, leveraging "hard technology" to enhance the resilience of advanced manufacturing supply chains, with products like humanoid robots and advanced robotic hands showcased at the expo [3] - Beijing YunYao Aerospace Technology Co., Ltd. is deploying a satellite constellation project to create a leading global meteorological detection network, currently operating 46 satellites, filling a gap in minute-level meteorological monitoring [3] - National-level specialized "little giant" enterprises are exhibiting their achievements in artificial intelligence, precision manufacturing, and life sciences, highlighting the advancements made by domestic companies [3] Group 3: Globalization Strategies - Listed companies are accelerating their globalization strategies, transitioning from merely "going out" to deeply "integrating in" the global supply chain [5] - China CITIC Group showcased its latest achievements in supply chain services across various sectors, establishing a global cooperation network covering over 160 countries and regions [6] - Companies like Lanjian Intelligent Technology Co., Ltd. are enhancing their smart equipment capabilities and expanding into overseas markets, demonstrating the ongoing evolution of supply chain enterprises [6] Group 4: Collaborative Ecosystem - The current global supply chain is shifting from an efficiency-first approach to a balance of safety and efficiency, with leading enterprises innovating to reshape the global supply chain landscape [7] - The "leading goose and accompanying geese" ecological model is emerging in advanced manufacturing clusters, promoting collaborative innovation and injecting new vitality into global supply chains [7]

证券代码：688255 证券简称：凯尔达 公告编号：2025-027 杭州凯尔达焊接机器人股份有限公司 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、监事会会议召开情况 杭州凯尔达焊接机器人股份有限公司（以下简称"公司"）第四届监事会第 七次会议于 2025 年 7 月 17 日以现场结合通讯方式在公司会议室召开。本次会议 通知于 2025 年 7 月 11 日以电子邮件方式发出。会议应出席监事 3 人，实际出席 监事 3 人。会议由监事会主席王述先生召集主持。本次会议的召集、召开及表决 程序符合《中华人民共和国公司法》等法律、行政法规、部门规章和《公司章程》 的有关规定。 二、监事会会议审议表决情况 表决结果：同意 3 票；反对 0 票；弃权 0 票。 特此公告。 杭州凯尔达焊接机器人股份有限公司 监事会 归属的限制性股票的议案》 监事会认为：公司本次部分限制性股票的作废符合《上海证券交易所科创板 股票上市规则》《上市公司股权激励管理办法》以及公司《2024 年限制性股票 激励计划（草案）》中的相关规定，不存在损害 ...

Group 1 - The report emphasizes the solid global dominance of the rare earth industry, highlighting growth opportunities in high-end applications, particularly in sectors like new energy vehicles, wind power, and industrial robots [5][6][10] - The report outlines strict mining and smelting quotas in China, with the first batch of rare earth quotas for 2025 expected to remain stable or slightly increase, indicating no comprehensive relaxation of controls [5][6] - Export controls are tightening, particularly for heavy rare earths, which may lead to increased demand for domestic resources and support for leading companies in the industry [6][10] Group 2 - The report notes that the tightening of export controls on medium and heavy rare earths is expected to pressure downstream supply, with potential instability in imports from Myanmar [8] - It highlights the dual driving forces of new energy and high-end manufacturing, with a focus on increasing the export share of high-end permanent magnets while reducing low-value product exports [8][11] - The report suggests that leading companies may receive policy support for priority mining, which could alleviate the current shortage of rare earth resources [6][10] Group 3 - The report discusses the impact of U.S. inflation data, indicating that the June 2025 CPI data aligns with expectations, with a year-on-year increase of 2.7% and a core CPI of 2.9% [12][13] - It highlights that inflation is influenced by rising energy prices, tariff transmission, and expectations from new fiscal policies, which may lead to increased "stagflation" risks in the U.S. economy [13][16] - The report indicates that the core service inflation remains stable, primarily affected by the housing market, while other core services like medical and transportation show moderate increases [15][16] Group 4 - The report provides insights into the A-share market, noting a slight decline in the Shanghai Composite Index, with a closing value of 3503 points, indicating a mixed market performance [20][21] - It mentions that the chemical pharmaceutical sector showed the highest increase among industry sectors, while energy metals and steel sectors faced declines [22][23] - The report emphasizes the importance of monitoring key support levels in the index, particularly the 10-day moving average, to gauge short-term market trends [20][21]

内容概要：在工业制造中，传统的人工码垛方式已经难以满足现代生产的需求。人工码垛不仅劳动强度 大、效率低下，而且容易受到劳动力短缺和成本上升的影响。为提升生产效率和安全性，制造业正加速 推进码垛环节的自动化改造。在此背景下，码垛机器人以其高效、精准、稳定的优势，成为了制造业升 级的必然选择。数据显示，2024年中国码垛机器人行业市场规模达到315.2亿元，同比上涨16.78%。预 计未来随着码垛机器人应用领域的普及，行业市场规模将继续保持快速增长。 相关上市企业：机器人（300024）、昆机器人（833999）、欧克科技（001223）、埃斯顿（002747）、 兰剑智能（688557）、巨轮智能（002031）、赛摩智能（300466）、新时达（002527）、禾川科技 （688320）、雷赛智能（002979）等。 相关企业：深圳市越疆科技有限公司、华盛控智能科技（广东）有限公司、广州数控设备有限公司、深 圳市大族机器人有限公司等。 关键词：码垛机器人、工业机器人、社会物流总额、市场规模 一、码垛机器人行业相关概述 码垛机器人，顾名思义，是一种能够模拟人类手臂进行物品抓取、搬运并按预定方式堆叠的自动化设 备 ...

Economic Performance - In the first half of 2025, China's GDP reached 66,053.6 billion yuan, with a year-on-year growth of 5.3%, exceeding the annual growth target of around 5% [1] - Domestic demand contributed 68.8% to GDP growth, with final consumption expenditure accounting for 52%, highlighting its role as the main driver of economic growth [1][2] Consumption Recovery - The recovery in consumption is driven by three main factors: enhanced fiscal policies, structural upgrades in consumption, and increased income levels [2] - Fiscal policies, including trade-in programs, have significantly boosted sales, with related goods sales exceeding 1.4 trillion yuan in the first half of the year [2] - The actual per capita disposable income of residents grew by 5.4%, with rural income growth (6.2%) outpacing urban income growth (4.7%), stimulating consumption in lower-tier markets [2] Foreign Trade Resilience - China's foreign trade demonstrated strong resilience, with total goods import and export reaching 21.79 trillion yuan, a year-on-year increase of 2.9% [2][3] - The contribution of net exports of goods and services to economic growth was 31.2% [2] Trade Highlights - Exports of mechanical and electrical products grew by 9.5%, accounting for 60% of total exports, while "new three samples" products saw a growth of 12.7% [3] - The proportion of trade with Belt and Road Initiative countries rose to 51.8%, with significant growth in trade with Africa and Central Asia [3] New Quality Productivity - The core industries of the digital economy accounted for about 10% of GDP, indicating a shift towards new quality productivity [3] - R&D expenditure as a percentage of GDP is close to 2.7%, surpassing the EU average and nearing the OECD average [3] Overall Economic Outlook - The 5.3% economic growth reflects solid consumer foundations, resilient foreign trade, and the emergence of new quality productivity [4] - There is ample policy reserve and space to ensure stable economic growth in response to external uncertainties [4]

中新网7月16日电(张乃月)7月15日，中国经济"半年报"出炉。外媒热议，在国际环境复杂多变、不稳定 性不确定性增加的背景下，中国经济依然稳定运行，实现超预期增长。 增长动力十足稳中有进持续向好 "面对贸易战，中国经济增长超预期""关税等危机构成压力，中国经济增长仍超出预期""尽管遭遇贸易 战，中国经济上半年仍增长5.3%"……多家主流国际媒体不约而同地在报道标题中提到一个词：超出预 期。 英国广播公司(BBC)关注中方"稳中有进、稳中向好的发展态势"表态，指出中国推出一系列支持经济的 举措以及中美关税"休战"，都是经济保持稳定发展的重要原因。 美媒还关注到消费的拉动作用。彭博社称，第二季度，中国最终消费支出对经济增长的贡献率超52%， 较年初继续上升。 进出口刷新纪录直面挑战彰显韧性 今年上半年，美政府推出的高额关税和不断变换的贸易政策，给全球经贸体系造成冲击。这样的背景 下，中国进出口规模仍站稳20万亿元台阶，并创下历史同期新高。 "分析师原本预计关税造成的影响会更大，但中国经济依然展现出强大的韧性。"BBC援引新加坡国立大 学的经济学家分析说。 《华尔街日报》表示，中国工厂的生产线保持高速运转，2025 ...

7月15日下午，第四届全球数字贸易博览会"数贸创投日"深圳站（以下简称"深圳站"）在深圳成功举办。本次活动由全球数字贸易博览会组委会主办，浙江 省商务厅、中国工商银行浙江省分行、浙江省金融控股有限公司等单位共同承办。 浙江省国际经济博览中心、安吉经济开发区、滨江区商务局等省市区相关政府部门，浙江金控投资管理有限公司、汉能投资集团、国宏嘉信资本、东良国威 投资、Abu Dhabi Growth Fund等20余家海内外投资机构，华润集团润加速产业加速器、星河领创天下、亚马逊云科技等多家产业平台，元象动力、金美新 材料、珠海莫界等30余家科创企业，共计80余人参会。 润加速创业服务（深圳）有限公司招商负责人陈锦顺 杭州高新金投集团禾合创业投资有限公司总经理翁佳燕 浙江省国际经济博览中心负责人在致辞中表示，今年第四届全球数字贸易博览会创新性推出"数贸创投日"，以资本之力助推数字贸易领航未来。"数贸创投 日"系列活动自5月18日北京站成功启动后，于7月15日在深圳开启第二站。她表示，深圳是中国改革开放的窗口、全球知名的创新之都和创投资本高地，期 待数字贸易的创新动能与创投资本的专业眼光能在深圳实现深度对接，催生更多合 ...

未经合法授权严禁录音转发及相关解读涉嫌违反上述批评的我们将保留追究法律责任的权利感谢您给予的理解和配合谢谢呃各位领导晚上好呃然后我是动物机械的分析师田荣天啊然后也是非常感谢各位领导在这么晚的时间来啊就是收听我们对于通用自动化包括人形机器人的一个年报和一报总结 啊那么呃我这边就不多说直接开始讲我们最核心的一个观点啊那么呃首先先讲一下整体通用速冻化的一个情况那么呃结论就是说整体我们观察到的现在通用速冻化整体板块还是处在注底啊顶级度注底回升的一个阶段那么呃如果从业绩端来看的话大家可以看一下我们这边列的这个公司的话就足及集成道具的一个数据啊 那么我们可以发现了24年整体啊这些板块除了住宿机以外的整体的一个业绩相对来说是比较差的啊收入端虽然龙头企业他通过自己的一个这个份额提升啊他能够维持住这个收入端的一个增长啊但其实整个24年尤其是从二季度以来这个价格战的行业价格战的一个现象还是非常明显的所以我们可以看到虽然收入端是还是维持维持着一个个位数的增长啊但利润端的基本上都是一个呃显著的一个下滑那么这个趋势呢在这个二五QE啊就是有所改善 那么首先还是看一下这个通话的一个中高频数据啊大家简单过一下那么我们可以看到其实整个三月份其 ...

Core Insights - China's import and export scale stabilized at 20 trillion yuan in the first half of 2025, marking a historical high for the same period, with an increase of over 600 billion yuan compared to the previous year [1] - The resilience of China's foreign trade is supported by a complete industrial system, which includes a wide range of products from labor-intensive to high-tech items [1][2] - High-tech product exports grew by 9.2% in the first half of the year, maintaining growth for nine consecutive months, with significant increases in high-end machine tools, ships, and marine engineering equipment [1] Group 1 - China's industrial robot export market share rose to second globally, with a 61.5% increase in exports in the first half of the year [1] - The complete industrial system allows China to meet diverse consumer needs across different countries and market segments, exemplified by targeted products like solar-powered phones and high-temperature resistant engines [2] - The strong industrial support capability enhances resource integration and promotes collaborative innovation, leading to continuous upgrades in export products [2] Group 2 - The proportion of self-owned brands in high-tech product exports reached 32.4%, indicating a growing emphasis on domestic brands in international markets [2] - Despite rising global unilateralism and protectionism, China is expected to continue its export growth efforts in the second half of the year [2]

瑞财经 吴文婷近日，广州明珞装备股份有限公司（以下简称"明珞装备"）披露IPO辅导工作进展情况报告(第十八期)，辅导机构为中信建投证券股份有限公 司。 据了解，明珞装备于2020年12月31日启动IPO辅导，本期辅导期间为2025年4月至2025年6月。 | | 辅导对象 | 辅导机构 | 备案时间 | 辅导状态 | | --- | --- | --- | --- | --- | | > | 广州康立明生物科技股份有 限公司 | 中国国际会融股份有限公司 | 2020-12-31 | 辅导备案 | | > | 广州明珞装备股份有限公司 | 中信建投证券股份有限公司 | 2020-12-31 辅导备案 | | | > | 广东博迈医疗科技股份有限 公司 | 中国国际金融股份有限公司 | 2023-10-13 | 辅导备案 | 辅导报告中指出，公司股东广东恒兴智能装备制造壹号投资基金合伙企业(有限合伙)因投资规划将所持公司股份于南方联合产权交易中心对外公开挂牌转 让，截至本辅导期结束，挂牌期限已满，拟转让股份尚未完成摘牌交割。公司股东中移投资控股有限责任公司因投资规划将所持公司股份于广东联合产权交 易中心对外公开 ...