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广东制造的“新”密码藏于何处
Jin Rong Shi Bao· 2025-07-09 03:23
Group 1: Transformation of Guangdong Manufacturing - Guangdong has transformed from a "world factory" to a "smart manufacturing highland," showcasing technological advancements in various sectors such as autonomous driving, drones, and smart equipment [1] - The province has maintained its position as the leading region in GDP for 36 consecutive years, with high-tech manufacturing value added increasing by 10.2% in 2024, accounting for 32.0% of the total industrial value added [1] Group 2: Growth of the Drone Industry - Guangdong's drone industry is rapidly advancing, with over 15,000 companies in the low-altitude economy, generating a market size exceeding 100 billion yuan [2] - Shenzhen's low-altitude aerospace industry achieved double-digit growth in 2024, while Zhongshan's drone sector generated over 5.7 billion yuan in sales [2] Group 3: Robotics and Automation - Guangdong has become China's largest intelligent robot industry cluster, with revenues exceeding 90 billion yuan in 2024 [6] - The Guangdong Intelligent Robot Research Institute and Shenzhen AI and Robotics Research Institute are fostering innovation and application in the robotics sector [7] Group 4: Financial Support for Innovation - Since 2022, Guangdong has signed strategic cooperation agreements with 23 national financial institutions, resulting in 233 specific cooperation projects worth 1.31 trillion yuan [16] - The province's technology credit balance grew by 23% in 2024, with private equity and venture capital management numbers leading the nation [17] Group 5: Talent Development and Education - Guangdong is implementing the "Million Talents Gather in South Guangdong" initiative to attract graduates and various talents, with over 1.2 million job openings identified [19] - The province has established 28 city-level industry-education joint bodies and 216 open regional industry-education integration practice centers [21]
追新向智锻造竞争优势
Jing Ji Ri Bao· 2025-07-08 22:17
Group 1: Manufacturing Achievements - Ningbo Yinzhou District has been awarded the highest honor in Zhejiang's manufacturing sector, the "Zhejiang Manufacturing Tiangong Ding," upgraded to the Gold Ding status, reflecting the strong manufacturing capabilities in the region [2] - The district boasts 25 national-level manufacturing champions, the highest among all counties, cities, and districts in Zhejiang Province [2] - Industrial investment in Yinzhou increased by 11.6% in the first five months of this year, with manufacturing investment growing by 9.9% [2] Group 2: Innovation and R&D - Zhejiang Tianmu Photovoltaic Technology Co., Ltd. launched a new film micro-inverter, which is easier to install and aesthetically pleasing, with expected domestic market orders reaching 100,000 units annually [3] - Ningbo Gaofa Automotive Control Systems Co., Ltd. invests over 4.5% of its annual revenue in R&D, with a total R&D expenditure of 180 million yuan over the past three years [3] - The district has 2,340 national-level high-tech enterprises and over 5,000 technology-based SMEs, both leading in Ningbo [3] Group 3: Digital Transformation - Ningbo Bowei Alloy Materials Co., Ltd. utilizes digital technology in its production processes, enhancing efficiency and connecting various stages of R&D through data and algorithms [4] - The district is actively developing artificial intelligence applications, with companies like Ningbo Anglin Intelligent Equipment Co., Ltd. creating innovative solutions for autonomous vehicles [6] Group 4: Economic Growth and Industry Development - High-tech industry added value in Yinzhou is expected to grow by approximately 7.8% year-on-year, with high-tech industry investment increasing by about 6.1% [7] - The district is focusing on developing key industrial clusters, including energy-saving and new energy vehicles, high-end new materials, and elevator components [7] - The "3+8+2" industrial chain strategy aims to enhance traditional industries while fostering emerging sectors like artificial intelligence and low-altitude economy [7] Group 5: Supportive Ecosystem - Yinzhou District is enhancing its business environment and innovation ecosystem to support high-quality development, including policies to boost private sector advantages [8] - The district has established 84 new district-level enterprise technology R&D centers in the first half of this year, with a total of 214 provincial-level R&D institutions [5] - Continuous efforts are being made to attract talent and optimize the policy framework to foster innovation and collaboration among enterprises [9]
从“智能眼”到“精密手” AI重塑龙岗精密制造业竞争力
Shen Zhen Shang Bao· 2025-07-07 22:45
在捷牛智能的厂区,公司副总经理吕亮指着一款自动上下料四工位检测设备介绍:"它能精准捕捉手 机、平板的中框、前壳等辅料的细微偏移,误差不超过±0.1毫米,连正反面、内外四周及孔位的瑕疵都 无所遁形。"除了"找茬",捷牛智能的五轴打磨机同样亮眼:5—7工位同时打磨,全自动换砂纸,还能 选装单/双力控,价格却比同类进口产品低40%~60%。 "'工业视觉检测+数控研磨抛光',就是我们的两大'王牌'。"吕亮说,捷牛智能在工业视觉领域,深度结 合AI视觉算法平台,实现生产效率与产品品质的双重提升;在数控研磨抛光领域,突破多轴联动控 制、自适应力控算法等核心技术,持续提升研磨抛光精度边界,成功填补国内高精度研磨装备空白。 如果说研磨抛光是制造业的"美容师",那么焊接就像是制造业中的"钢铁裁缝"。在鸿栢科技的工厂里, 每天都在争分夺秒地上演着"钢铁裁缝"的智能升级——汽车车身自动化螺柱焊设备及工作站、汽车车身 自动化点焊设备及工作站、机器人弧焊工作站等核心产品,凭借创新的数字化技术,不断重新定义中国 汽车装备制造业的精度标准。 "我们给焊接设备装上了AI大脑。"鸿栢科技相关技术负责人介绍,例如全球首款螺柱焊机AI大模型质量 ...
北交所上市条件和要求?
Sou Hu Cai Jing· 2025-07-05 11:39
| ■ D 中小企业促进法为 全国开征环境保 新版水污染防治 护税 法施行 中小企业发展保驾 护航 公共图书馆法规定 反不正当竞争法 四类服务免费 鼓励保护市场竞争 导游不得擅自变更 外卖商户应有实 行程、强迫游客购物 体店 手 车辆购置税由7.5% 对进出口关税进行 央行调整车贷政策 恢复到10% 部分调整 最近一年营业收入≥1亿元,且最近两年营收复合增长率≥30%。生物医药等研发周期长的企业多适用此条,需注意 研发费用可全额加计扣除。 北交所(北京证券交易所)作为服务创新型中小企业的主阵地,其上市条件和要求相较于沪深交易所更具包容性 和灵活性,旨在为"专精特新"企业提供高效的融资平台。以下从财务指标、行业属性、公司治理、审核流程等维 度,全面解析北交所的上市规则体系及实操要点。 一、基础上市条件: 1. 新三板挂牌满12个月: 企业需在全国股转系统(新三板)创新层连续挂牌满12个月,这是北交所上市的前置条件。根据《北京证券交易 所股票上市规则(试行)》,挂牌期间需规范运作,且最近12个月内未出现重大违法违规行为。例如,2023年上 市的"曙光数创"即从创新层挂牌至北交所IPO仅用时14个月,体现了层间衔接 ...
迈得医疗: 天健会计师事务所(特殊普通合伙)关于迈得医疗工业设备股份有限公司2024年年度报告的信息披露监管问询函的专项说明
Zheng Quan Zhi Xing· 2025-07-03 16:27
Main Business - The company's main products include safety infusion devices and blood purification equipment, with significant revenue declines in safety infusion single machines and blood purification single machines, down 39.59% and 100.00% respectively, while blood purification continuous machines saw substantial growth [2][5][6] - The first major customer accounted for a significant portion of annual sales, with the increase in transaction amount attributed to the growth in the blood purification product business and the overall industry [2][14] Supplier Information - The company sources all standard parts externally, with a mix of self-manufactured, custom procurement, and outsourced processing for non-standard components. The total procurement amount for 2024 was 23,959.42 million yuan, a decrease of 36.99% compared to the previous year [28][29] Inventory and Contract Liabilities - The company reported that the inventory of blood purification single machines remained unsold due to production cycle delays and customer facility issues, impacting revenue recognition [11][12] - The company maintains a production model based on order fulfillment, which has led to fluctuations in sales revenue for blood purification single machines [11][12] Accounts Receivable and Long-term Receivables - The company provided details on its top five customers, including transaction amounts and payment conditions, indicating a healthy receivables situation with good recovery rates [13][15] Goodwill Impairment - There were no indications of impairment for the company's assets, as the net realizable value of blood purification single machines exceeded their costs, negating the need for inventory write-downs [12][25] Construction in Progress - The company has invested in the development of its contact lens manufacturing subsidiary, with a focus on material research and production line construction, indicating a strategic expansion into the optical sector [3][24] Market Trends - The blood dialysis medical device market in China is projected to grow steadily, with a compound annual growth rate of 5.67% from 2019 to 2023, expected to reach 51.515 billion yuan by 2030 [6][14] - The company is also expanding into the contact lens market, which is anticipated to grow significantly, with the transparent and colored contact lens markets projected to reach 161 billion yuan and 183 billion yuan respectively by 2030 [18][20]
华中数控: 关于拟为控股子公司西安华数申请银行授信提供担保的公告
Zheng Quan Zhi Xing· 2025-07-02 16:15
Summary of Key Points Core Viewpoint - Wuhan Huazhong CNC Co., Ltd. plans to provide a guarantee for its subsidiary Xi'an Huashu's bank credit application of 10 million yuan to support its business development [1]. Guarantee Overview - The company will guarantee a bank credit application of 10 million yuan for its subsidiary Xi'an Huashu, with a credit term of one year [1]. - The proposal requires approval from the shareholders' meeting as per relevant regulations [1]. Subsidiary Information - Xi'an Huashu was established on July 7, 2022, with a registered capital of 30 million yuan [1]. - The company operates in various sectors, including intelligent control system integration, CNC machine tool sales, and industrial robot sales [1]. Financial Situation of Xi'an Huashu - As of March 31, 2025, Xi'an Huashu reported total assets of 32.84 million yuan and total liabilities of 10.11 million yuan, resulting in net assets of 22.74 million yuan [4]. - For the first quarter of 2025, the company recorded an operating income of 1.38 million yuan, with a net loss of 1.72 million yuan [4]. Board of Directors' Opinion - The board believes that the guarantee is beneficial for the company's operational development and that the risks are manageable [5]. - The company holds an 85% stake in Xi'an Huashu, allowing it to effectively supervise and manage the subsidiary [5]. Total Guarantee Amount - As of the announcement date, the total external guarantees provided by the company and its subsidiaries amount to 124 million yuan, which is 7.76% of the latest audited net assets [5]. - After the guarantee for Xi'an Huashu, the total guarantees will rise to 105.76 million yuan, representing 66.17% of the latest audited net assets [5].
金奥博(002917) - 002917金奥博投资者关系管理信息20250702
2025-07-02 13:36
证券代码:002917 证券简称:金奥博 深圳市金奥博科技股份有限公司 投资者关系活动记录表 答:2025 年前 5 个月,民爆行业炸药产量同比略有增长,同时由于硝酸铵 价格下降和爆破服务收入增长,使行业利润继续保持小幅增长态势。5 月份, 民爆生产企业实现主营业务收入 39.71 亿元,同比增长 1.21%;实现利税总额 12.03 亿元,同比增长 21.86%;实现利润总额 8.67 亿元,同比增长 8.81%;实 现爆破服务收入 33.34 亿元,同比增长 7.40%。 民爆行业是国民经济和社会发展必不可少的重要基础性行业,民爆产品可 广泛应用于基础能源生产、矿山开采、煤炭、冶金、有色、建材、化工、石油、 交通、铁道、水利、基础建设和国防施工等重要领域,其中煤炭、金属和非金 属矿山开采的炸药量占炸药总销量 70%以上。随着国家基础设施建设的持续投 入和矿产资源的开发利用,以及政策支持和技术创新的推动,民爆行业未来发 展前景广阔。 4、公司的机器人产品有哪些?主要应用在哪些方面? 答:公司是国内集研发、设计、制造、服务于一体的民爆智能装备龙头企 业,专注于高端智能制造、信息技术、工业生产领域机器人核心控制 ...
豪森智能:已梳理40多个机器人应用场景 正逐步进行开发
豪森智能表示,公司目前在手的美国订单中存在根据合同约定由客户负责美国清关及通过匈牙利子公司 完成等情况,综合下来需公司直接承担的关税增加对经营影响有限。公司始终密切关注国际贸易环境变 化,公司将通过持续推进多区域市场开拓、加强美国本土化团队建设,提升在美国本地化交付能力等多 种举措积极应对,保障公司经营的稳定性与持续性。 2024年,豪森智能新产品包括人形机器人、自主移动机器人等具身智能设备、电控智能装配线、电池测 试设备等,并拓展原有汽车驱动电机生产制备技术的应用范围,从汽车核心零部件装备向具身智能、低 空经济、工业电机等领域拓展。 "目前我们已经梳理了40多个机器人可以应用的场景,正在逐步进行开发。首先是为其提供适配现在能 力的生产环境、生产条件和生产工具,先用起来并积累操作和工艺数据,建立数据—产品的正向循环。 所以我们前期并不追求智能的泛化,而是针对拧紧、搬运、上下料、巡检等进行专门的开发。"豪森智 能表示,目前公司正在与智元机器人、浙江人形机器人创新中心等国内头部机器人公司合作,共同与以 汽车行业为主的客户进行多个场景的机器人应用技术方案交流,公司基于对拧紧、涂胶、测漏、搬运、 分拣、焊接等不同工艺 ...
吴桂英走访调研重点企业
Chang Sha Wan Bao· 2025-07-02 02:02
7月1日,省委常委、市委书记吴桂英调研部分重点企业运行和项目建设情况,听取意见和建议,协调解决实 际问题。她强调,要深入贯彻习近平总书记关于湖南工作的重要讲话和指示批示精神,聚焦高质量发展这个首要 任务和构建新发展格局这个战略任务,放大产业特色优势,加大企业培育力度,提速项目建设步伐,加快建设现 代化产业体系,为推动高质量发展注入动力活力。 7月1日,省委常委、市委书记吴桂英调研部分重点企业运行和项目建设情况,来到广汽埃安新能源汽车股份 有限公司长沙分公司。 三一智联重卡产业园调研现场。 吴桂英来到广汽埃安新能源汽车股份有限公司长沙分公司、三一智联重卡产业园、比亚迪新能源汽车零部件 产业园项目,听取企业生产经营、项目推进情况介绍。她指出,要坚持把制造业高质量发展放在突出位置,充分 发挥链主企业在产业协同、创新驱动等方面的引领带动作用,加快产业链强链补链延链,促进产业集群、企业集 聚、要素集约、项目集成。 吴桂英来到蓝思智能装备研发生产基地项目。 长沙惠科光电有限公司调研现场。 在蓝思智能装备研发生产基地项目、长沙惠科光电有限公司,吴桂英认真听取企业生产经营和发展规划介 绍,了解生产工艺流程和研发创新、市场销售 ...
理奇智能51岁董事长陆浩东兼任总经理,外销员出身、年薪250万元
Sou Hu Cai Jing· 2025-07-02 01:42
瑞财经 王敏 6月26日,无锡理奇智能装备股份有限公司(以下简称"理奇智能")创业板IPO获受理,保荐机构为国泰海通, 保荐代表人为方亮、严智杰,会计师事务所为天健。 招股书显示,理奇智能成立于2018年4月,专注于物料自动配料、分散乳化、混合搅拌等物料自动化处理领域,提供专业的 物料智能处理系统整体解决方案。 据GGII统计,公司于中国锂电制浆上料系统市场的占有率由2023年度的27%增长至2024年度的43%,均居行业首位。 | 序号 | 项目名称 | 项目总投资金额 | 拟投入募集资金金额 | Company of the company of 实施主体 | | --- | --- | --- | --- | --- | | | 物料自动化处理设备智 能制造生产基地项目 | 60,880.41 | 60,880.41 | 理奇智能 | | 2 | 研发中心项目 | 19.935.30 | 19,935.30 | 理奇智能 | | 3 | 补充营运资金 | 20,000.00 | 20,000.00 | 理奇智能 | | | 合计 | 100,815.71 | 100,815.71 | | 本次IPO,理 ...