4 问：想了解公司未来的主要业务发展方向。 证券代码：002698 证券简称：博实股份 哈尔滨博实自动化股份有限公司投资者关系活动记录表 编号：2025-008 投资者关系活动类别 □√特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他（电话会议） 会议 现场调研 时间 2025 年 10 月 9 日 15:00 至 16:00 参与单位名称 及人员姓名 招商证券股份有限公司 方嘉敏 大家资产管理有限责任公司 蔡 云 地点 公司会议室 上市公司接待人员姓名 董事、董事会秘书 陈博 投资者关系活动主要 内容介绍 主要交流内容： 1 问：想了解公司智能制造装备在产品应用领域的主要竞争优势。 答：在智能制造装备产品线方面，公司产品具备高速、高精度、运行高可靠性的技术优势， 精准聚焦高端智能制造装备市场，满足客户对高效、安全、精细化生产的严苛要求。在智能 制造整体解决方案领域，公司深度融合机器视觉、深度学习、机器人控制算法等人工智能技 术，打造多品类创新产品方案，为客户构建数字化、智能化的生产场景。公司提供固体物料 后处理、电石矿热炉冶炼作业智能车间等智能制造整体解决方 ...

东杰智能公告，公司与河南济源钢铁(集团)有限公司签订了工程设备材料采购、建设施工合同，合同总 金额5000万元人民币，占公司2024年度经审计营业收入的6.19%。合同内容包括立体库设备供货和施 工，交货方式为汽运至需方指定位置，验收方式为按技术协议要求共同验收。合同的履行对公司业务独 立性无重大影响，不会因履行该合同对上述合同当事人产生依赖。 ...

"成为'白名单'企业后，监管部门执行'无事不扰'原则，降低了日常检查、抽查的频率，让企业可以 把精力聚焦于经营主业，提高生产效率。"近日，江苏九天高科技股份有限公司总经理焦建海在接受记 者采访时表示。 自今年6月南京创新出台全省首个工业领域AEO（经认证的经营者）制度以来，九天高科等683家 首批进入"白名单"企业，已全面享受便利化监管，175项中低风险行政检查频次大幅压减。 目前，南京正进一步贯彻落实工业领域AEO制度，提升企业政策知晓度、获得感，让全市更多非 化工类规上工业企业尽早加入"工业领域AEO企业名单"，享受降低检查频次等便利化监管待遇，切实减 轻负担。 "白名单"出炉，首批683家试点企业获3年减负 "AEO制度是以'免申即享+告知承诺'的方式，通过跨部门跨层级联合分级分类检查，进一步提升行 政检查效率，减轻企业负担。" 在8月29日举行的南京市工业领域AEO制度政策首场宣贯会上，市工信局相关负责人向来自玄武 区、秦淮区、建邺区、鼓楼区及雨花台区的50多名企业代表及工作人员详细解读《南京市工业领域经 认定的经营者（AEO）制度试点实施方案》（以下简称《实施方案》）。 《实施方案》是全省首个工业领 ...

Core Viewpoint - The company, Keri Technology, is focused on expanding its production capacity through its subsidiary, Dingli Intelligent, which is currently operating at full capacity. The ongoing construction of a new smart manufacturing equipment industrial park for new energy batteries is expected to enhance the company's core competitiveness and support sustainable development goals [1]. Group 1 - The subsidiary Dingli Intelligent is currently operating at full capacity [1] - The new industrial park project aims to expand production capacity and leverage economies of scale [1] - The company seeks to increase its market share, operational efficiency, and profitability through this expansion [1]

每经头条（nbdtoutiao）——农夫大战怡宝，抢到更多蛋糕的却是宗馥莉！农夫绿瓶上市后，怡宝上 演"滑铁卢"：市占率大跌近5个百分点 （记者 曾健辉） 2024年1至12月份，赛摩智能的营业收入构成为：成套占比70.21%，电力占比13.44%，化工占比 8.55%，其他占比6.46%，港口占比1.29%。 截至发稿，赛摩智能市值为51亿元。 每经AI快讯，赛摩智能（SZ 300466，收盘价：9.6元）9月29日晚间发布公告称，截至本公告披露日公 司对外担保事项全部为公司对全资子公司的担保，公司及子公司累计对外担保总额为1.3亿元，实际对 外担保余额为4900万元，分别占公司2024年12月31日经审计归属于上市公司股东净资产比例的 17.82%、6.72%，公司无逾期担保和违规担保的情况。 ...

从基金十大重仓股角度 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。 数据显示，华富基金旗下1只基金重仓先惠技术。华富新能源股票型发起式A（012445）二季度持有股 数28.99万股，占基金净值比例为2.79%，位居第九大重仓股。根据测算，今日浮盈赚取约107.27万元。 责任编辑：小浪快报 华富新能源股票型发起式A（012445）成立日期2021年6月29日，最新规模2.52亿。今年以来收益 54.48%，同类排名394/4220；近一年收益68.57%，同类排名952/3835；成立以来收益8.66%。 9月29日，先惠技术涨5.08%，截至发稿，报76.60元/股，成交2.24亿元，换手率2.38%，总市值96.12亿 元。 华富新能源股票型发起式A（012445）基金经理为沈成。 资料显示，上海先惠自动化技术股份有限公司位于上海市松江区小昆山镇思贤路4800号，成立日期2007 年3月28日，上市日期2020年8月11日，公司主营业务涉及各类智能制造装备的研发、 ...

Group 1 - The core point of the article is that Liyuanheng has successfully delivered its self-developed energy storage production equipment to Malaysia, marking a significant milestone in its international expansion [1] - Liyuanheng's business now covers 17 countries, including Germany, Poland, Switzerland, the UK, the US, Canada, Hungary, South Korea, Japan, the Czech Republic, and Malaysia, indicating a broadening of its global footprint [1]

Group 1 - The event "Academicians and Executives Visit Rudong" focused on industry innovation, capital empowerment, and high-quality county economic development [1] - Rudong is leveraging its geographical advantages to develop new productive forces, aiming to become a green energy demonstration city and a hub for marine materials and equipment [1] - The county has established leading offshore wind farms and LNG hub bases, with major projects contributing to a total industrial output exceeding 120 billion yuan [1] Group 2 - Local government officials emphasized the importance of creating a favorable business environment to attract investment and support entrepreneurs [2] - The event highlighted the potential of Rudong as a strategic location for industrial transfer from Shanghai, with a focus on intelligent manufacturing and health security industries [2] - The discussion included insights on low-altitude economy and its integration with intelligent transportation systems, indicating future growth areas [2][3] Group 3 - Investment strategies are shifting towards specialized and precise fund-driven approaches, aligning local resources with suitable investment funds [3] - The development of renewable energy and carbon reduction technologies presents significant opportunities for local economic growth and sustainability [3] - The visiting delegation conducted site visits to local companies to assess the development of new productive forces in Rudong [3]

基础研究受重视，经费投入占比提高。推动全产业链优化升级，打造新兴产业链，加速数字经济与实体 经济深度融合。人工智能技术渗透至各领域，推动产业融合与创新发展，培育出众多新增长引擎。 科技创新力量持续增强。赛智产业研究院院长赵刚告诉记者，我国拥有全球规模最大的研发人员队伍， 全球百强科技创新集群数量达到26个、占比全球第一，高新技术企业超过46万家。科技创新投入再创新 高，2024年全社会研发经费投入规模比"十三五"末增长近50%，增量达到1.2万亿元，研发投入强度提高 到2.68%。 习近平总书记指出，新质生产力是创新起主导作用，摆脱传统经济增长方式、生产力发展路径，具有高 科技、高效能、高质量特征，符合新发展理念的先进生产力质态。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。 "十四五"期间，我国积极推动科技成果转化，抢占新赛道，打造新模式，新质生产力培育成果显著、亮 点频现。 加快创新融合发展 "十四五"期间，我国坚持创新在现代化建设全局中的核心地位，把科技自立自强作为国家发展的战略支 撑。 赵刚介绍，"十四五"期间，我国高性能智算芯片取得突破。截至今年 ...

Core Viewpoint - Robotech Intelligent Technology Co., Ltd. has announced the completion of the repurchase and cancellation of part of its restricted stock incentive plan, indicating ongoing adjustments to its incentive structure [1]. Repurchase and Cancellation Details - The repurchase involved 42 incentive participants and a total of 84,280 shares, representing 0.050% of the total share capital before the repurchase. The total repurchase amount was RMB 1,876,243.60. Following this action, the total share capital decreased from 167,692,391 shares to 167,608,111 shares [2]. Incentive Plan Review - The restricted stock incentive plan initiated in 2021 involved the issuance of A-shares to 50 participants at a grant price of RMB 29.81 per share, with a total of 251,500 shares granted. The plan has a maximum duration of 48 months, with a vesting schedule of 12, 24, and 36 months, allowing for the release of 30%, 30%, and 40% of the shares respectively [3]. Approval Process - The incentive plan underwent multiple rounds of approval from the board, supervisory committee, and shareholders since December 2021, including adjustments and repurchase proposals due to performance assessments and personnel changes [4]. Reasons for Repurchase and Price Adjustments - The repurchase was primarily due to the company's failure to meet performance targets for 2024 and the departure of one incentive participant. The adjusted repurchase price for the departing participant's shares was RMB 21.07 per share for 560 shares, totaling RMB 11,799.20. For shares repurchased due to performance issues, the adjusted price was RMB 22.27 per share for 83,720 shares, totaling RMB 1,864,444.40 [5]. Changes in Shareholding Structure - After the repurchase, the number of restricted shares decreased from 19,522,256 to 19,437,976, with the proportion dropping from 11.642% to 11.597%. The number of unrestricted shares remained unchanged, increasing its proportion from 88.358% to 88.403%. The total share capital was reduced by 84,280 shares. The company views this repurchase as a normal adjustment to its incentive plan and aims to enhance management efficiency to create value for shareholders [6].