12月12日，"2025第十四届上市公司发展年会暨海南自贸港开放机遇交流大会"系列活动迎来最重磅的主会场环节。超过400家上市公司、20多家机构赴会， 政产学研各路精英共话封关新局下的政策路径、全球化机遇。 井松智能董事长姚志坚在主会场圆桌讨论环节谈到，AI（人工智能）时代下，公司不仅要从数据、技术上构建"护城河"，还需从客户工艺、产品生态以及市 场文化等维度构建"护城河"。 会后，姚志坚先生接受了《每日经济新闻》记者（以下简称NBD）专访。他表示，海南自贸港封关运作进入关键阶段，跨境物流、保税仓储等领域对智慧 系统的自主决策、高效协同需求日益凸显，这正是井松智能的核心机遇所在。 姚志坚：我们认为，井松智能是一家专注于AI+物流领域的制造商。随着海南自贸港正式封关，我们计划将井松智能的智能产品推广应用于相关企业。以自 主化管理为例，传统企业的仓库管理多依赖人工操作，而我们可以借助大数据等基础技术为企业提供数据分析支持，助力其实现仓库管理的自主化运作，从 而有效降低企业运营成本、提升整体效率。 这里所说的协作，通常指企业内部的物流协作。随着更多企业入驻自贸港，自贸港未来将拥有更广阔的发展空间。企业若要降低成本， ...

伯曼与太仓的"双向奔赴"有着深刻的现实考量。太仓地处长三角，临沪沿江，坐拥长江第一大港——太 仓港，兼具广阔市场腹地与高效物流通道。这里已形成中国密度最高的德资企业集群之一，构成了雄 厚、协同的制造业生态圈，为企业提供了得天独厚的发展土壤。 从2023年6月伯曼签约落户太仓，到去年1月伯曼正式注册成为太仓的第500家德企，再到如今新工厂开 业，伯曼与太仓之间的合作越来越深入、友谊越来越深厚。太仓将加快营造市场化、法治化、国际化的 一流营商环境，为伯曼等德企的蓬勃发展提供坚实支撑，同时为企业员工提供优质的公共服务配套，助 力他们在太仓安心创业、乐享生活。 伯曼集团顾问委员会主席克里斯托夫.伯曼表示，从初创起步至今，伯曼中国已成长为集团全球战略的 重要基石。太仓被誉为"中国德企之乡"，是伯曼开展新增投资与持续深耕的理想之地，是长三角地区最 具投资与发展价值的区域之一。"我们对中国市场的投资承诺与发展决心，比以往任何时候都更加坚 定。随着太仓基地的全面投产，让我们携手共进，我们坚信崭新的篇章必将迎来更辉煌的共赢未来。" 本报讯(武炜昕)12月10日，伯曼中国20周年庆暨太仓新基地开业仪式举行。这标志着伯曼集团在中国 ...

苏州市政府秘书长徐本，太仓市主要负责同志等参加活动。 伯曼集团在华唯一全产品线、全工艺流程先进制造研发基地落子太仓。昨天（12月10日），伯曼中 国20周年庆暨太仓新基地开业仪式举行。苏州市委副书记、市长吴庆文，伯曼集团顾问委员会主席克里 斯托夫·伯曼，伯曼集团首席执行官霍理德出席活动。 德国伯曼集团是输送、装卸、码垛、包装、分拣分类领域国际领先的内部物流系统生产商和集成 商。2023年12月，伯曼集团全资子公司伯曼企业管理（太仓）有限公司成立，为太仓第500家德资企 业。此次开业的伯曼集团新建输送分拣设备及输送带项目总投资1亿欧元，占地约50亩，预计年产值超 14亿元。该项目是伯曼集团在中国唯一的全产品线、全工艺流程的先进制造研发基地，未来基地将逐步 扩大高端研发投入，推动智能物流装备的本地化创新。 克里斯托夫·伯曼表示，从初创起步至今，伯曼中国已成长为集团全球战略的重要基石。太仓被誉 为"中国德企之乡"，是伯曼开展新增投资与持续深耕的理想之地，是长三角地区最具投资与发展价值的 区域之一。我们对中国市场的投资承诺与发展决心，比以往任何时候都更加坚定。随着太仓基地的全面 投产，让我们携手共进，我们坚信崭新的篇 ...

Group 1 - The core point of the article is that 科捷智能 has completed its share repurchase plan, buying back approximately 12.82 million shares, which is 7.088% of its total share capital, with a total expenditure of about 150 million RMB [1] - The share repurchase was conducted through the Shanghai Stock Exchange, with the highest transaction price being 17.78 RMB per share and the lowest at 9.64 RMB per share [1] - As of the announcement, 科捷智能's market capitalization stands at 3.2 billion RMB [1] Group 2 - For the first half of 2025, 科捷智能's revenue composition is as follows: intelligent warehousing systems account for 40.44%, intelligent sorting systems for 40.19%, intelligent conveying systems for 6.76%, intelligent factory systems for 5.22%, and core equipment for 3.57% [1]

Group 1 - The core viewpoint of the news is that Qingdao Huasheng Intelligent Equipment Co., Ltd. has received acceptance for its IPO on the Beijing Stock Exchange, with a planned fundraising of approximately 400 million yuan for automation equipment manufacturing, marketing network construction, and working capital supplementation [2] - The company was established in 2019 with a registered capital of 5,000 yuan, focusing on the research, design, production, sales, and service of intelligent logistics systems centered around automated three-dimensional warehouses [2] - The actual controller of the company, Wang Junshi, holds a combined voting rights proportion of 50.09% through various holdings in related entities [2] Group 2 - Wang Junshi has extensive experience in the industry, having held various managerial positions in companies such as Soft Control Co., Ltd. and Kegao Intelligent before becoming the chairman of Huasheng Intelligent [4] - The company's revenue for the years 2022 to 2024 is projected to be 331 million yuan, 634 million yuan, and 730 million yuan, with net profits of 37.05 million yuan, 65.87 million yuan, and 82.87 million yuan respectively [4] - The gross profit margins for the main business during the same period are 29.33%, 24.28%, and 24.92%, indicating a downward trend [4] - The sales revenue from the top five customers accounts for significant proportions, with the largest customer, Soft Control Co., Ltd. and its affiliates, contributing 38.28% in the first year of the reporting period [4]

北京商报讯（记者 马换换 李佳雪）12月4日晚间，北交所官网显示，青岛华晟智能装备股份有限公司 （以下简称"华晟智能"）IPO获得受理。 本次冲击上市，华晟智能拟募集资金约4.01亿元，扣除发行费用后，拟用于华晟自动化装备制造项目、 营销网络建设项目、补充流动资金。 据悉，华晟智能主要从事以自动化立体仓库为核心的智能物流系统的研发、设计、生产、销售及服务。 ...

Core Viewpoint - The company is a leader in the intelligent manufacturing equipment and smart logistics systems industry, established in 2000 and listed in 2015, with a focus on intelligent manufacturing equipment and smart logistics systems [1] Group 1: Business Overview - The core product lines of intelligent manufacturing equipment include a full range of industrial vehicles, fork-type AGVs, and embodied intelligent robots [1] - The smart logistics systems business provides customized and intelligent internal logistics solutions by integrating logistics management software with various logistics equipment [1] - The company has maintained a dividend payout ratio of over 31% since 2020, with a projected dividend rate of 50.02% and a dividend yield of 5.00% for 2024 [1] Group 2: Market Trends and Growth Potential - The trend towards electric forklifts is clear, with sales growth in China exceeding 18% over the past two years, and the company aims to capture 45% of the EU market and 35% of the global market for light and small vehicles by October 2025 [2] - The company’s large electric forklift strategy has shown significant results, with a projected additional profit of 300 million yuan after the completion of the fifth smart factory, which will have a capacity of 50,000 vehicles [2] Group 3: Revenue Projections - Revenue from the company's new energy intelligent logistics solutions is expected to grow from 1.306 billion yuan in 2024 to 2.635 billion yuan in 2029, with a CAGR of 14.7% from 2024 to 2029 [3] - The company’s subsidiary, Zhongding Intelligent, is expected to contribute to revenue growth, with a combined revenue of 3.225 billion yuan in 2024 [3] Group 4: Innovation and R&D - The company has established a joint laboratory for embodied intelligent logistics robots with Zhejiang University, addressing the increasing demand for flexibility in the logistics industry [4] - The "Nobor II" embodied intelligent robot was launched in August 2025, targeting high-risk industrial applications, and has already secured development and procurement agreements with quality clients [4] Group 5: Investment Outlook - The company is well-positioned to benefit from the electric forklift trend and the growing demand for new energy intelligent logistics systems, with expectations for revenue growth of 7.326 billion yuan in 2025, 8.054 billion yuan in 2026, and 9.006 billion yuan in 2027 [5] - Projected net profits are 511 million yuan in 2025, 609 million yuan in 2026, and 729 million yuan in 2027, with corresponding EPS of 1.98, 2.36, and 2.83 yuan [5]

Industry Overview - The smart logistics equipment industry focuses on the intelligent movement of goods from suppliers to demanders, incorporating six basic activities: smart packaging, unloading, warehousing, transportation, distribution, and processing [2] - Smart logistics equipment integrates technologies such as perception sensors, information technology, and artificial intelligence, making it a key component of the intelligent manufacturing equipment system [2] Application Scenarios - Smart logistics equipment is primarily applied in two fields: industrial production logistics and commercial distribution logistics [3] - Industrial production logistics involves the storage and transportation of raw materials and semi-finished products within factories, enhancing production efficiency and warehouse management [3] - Commercial distribution logistics emphasizes the connection between factories, merchants, and consumers, focusing on the storage, sorting, and distribution of goods [3] Industry Development History - The smart logistics industry originated in the 1950s in the United States, evolving from automated logistics equipment to intelligent logistics systems over the decades [7] - Key milestones include the establishment of the first automated warehouse in 1962 and the transition to intelligent logistics around 2010, driven by advancements in IoT and digital technologies [7] - China's smart logistics equipment industry began developing in the early 1990s, gaining momentum with the rapid growth of manufacturing and technological upgrades [7][8] Industry Chain Analysis - The smart logistics equipment industry chain consists of upstream raw materials (components, metals, motors, etc.), midstream manufacturing (intelligent conveying, warehousing, sorting equipment), and downstream customers (manufacturers and system solution providers) [8] - The upstream market for raw materials is competitive and well-supplied, while midstream manufacturers focus on producing equipment tailored to various industry needs [11][12] Market Size and Growth - The Chinese smart logistics equipment market grew from 31.92 billion yuan in 2018 to 100.39 billion yuan in 2023, with a compound annual growth rate (CAGR) of approximately 25.76% [12] - The market is projected to reach 192.02 billion yuan by 2027, with a CAGR of 17.60% from 2023 to 2027, driven by advancements in logistics technology and industrial automation [12]

Core Viewpoint - Zhongke Weizhi announced the completion of the first vesting period for its 2024 restricted stock incentive plan, indicating a commitment to employee incentives and retention strategies [1] Group 1 - The number of shares vested in this period is 6,360 shares [1] - The shares were sourced from the company's repurchase of its A-share common stock in the secondary market [1]

Core Points - The company announced the listing of its first public offering of restricted shares, totaling 39,380,010 shares [1] - The shares will be available for trading starting December 8, 2025 [1] - The subscription method for the shares is offline [1]