根据华昌达《重整计划》和《重整投资协议书》，深圳塔桥曾承诺自转增股票到账之日（2022年1月25 日）起十二个月内，不转让其作为重整投资人所受让的所有股份。截至公告日，深圳塔桥严格遵守并履 行了该承诺，本次拟减持事项也与已披露的意向、承诺一致。 其他事项说明 本次减持计划符合相关法律、法规及规范性文件规定。深圳塔桥承诺减持期间遵守规定，华昌达也将及 时履行信息披露义务。由于深圳塔桥不属于公司控股股东、实际控制人，本次减持不会导致公司控制权 变更，也不会对公司治理结构及持续性经营产生影响。不过，深圳塔桥将根据市场及自身情况决定减持 具体实施，减持时间、数量、价格存在不确定性，投资者需理性投资，注意风险。 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、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn ...

Group 1 - The forum will be held from May 25 to 27 in Beijing, focusing on "Joint Innovation and Integrated Development" to enhance cooperation between China and Germany (Europe) in technology, industry, talent, and information exchange [1][2] - Approximately 600 guests are expected, including nearly 200 representatives from German (European) government departments, hidden champion enterprises, innovative SMEs, and industry organizations, with foreign guests doubling compared to the first forum [1][2] - The forum will feature a "1+5+N" format, including one main forum, five thematic activities, and various supporting events, utilizing an integrated digital platform for comprehensive services [2][3] Group 2 - The forum will address key issues for hidden champion enterprises in China, such as resource acquisition, national treatment, and intellectual property protection, facilitating cross-border business experience sharing [2][3] - A series of thematic activities will take place, including discussions on the integration of Chinese and German SMEs, innovations in the automotive sector, and advancements in the biopharmaceutical industry [3] - The Beijing Sino-German Economic and Technological Cooperation Pilot Zone is the first and only cooperation park focused on economic and technological collaboration with Germany, hosting 119 German-funded and related enterprises, with an industrial scale exceeding 40 billion [4]

Core Viewpoint - The company reported significant growth in revenue and net profit for the first quarter of 2025, driven by its intelligent equipment and new energy vehicle sectors, while also facing challenges in its lithium battery recycling business due to external market factors [5][6][8]. Financial Performance - The company achieved a consolidated revenue of 622.23 million yuan and a net profit attributable to shareholders of 42.30 million yuan in Q1 2025, marking a substantial year-on-year increase [5]. - The intelligent equipment business generated sales of 429.29 million yuan, accounting for 68.99% of total revenue, with a year-on-year growth of 18.71% attributed to increased overseas project revenues [6]. Business Segments - **Intelligent Equipment Business**: The segment's growth was supported by ongoing projects with major clients like BYD and Volvo, as well as a strong performance in the new energy vehicle market, which saw a 50.4% increase in production and sales [6][7]. - **Lithium Battery Recycling Business**: This segment reported a revenue of 81.39 million yuan, representing a 24% decline year-on-year, primarily due to the impact of cobalt export bans and rising cobalt prices [8]. - **Humanoid Robot Business**: The company established a humanoid robot division and signed an investment agreement with Beijing Galaxy General Robotics to develop intelligent industrial solutions [9][12]. Market Trends - The new energy vehicle industry is becoming a key driver of green transformation, with Chinese manufacturers expanding their international presence, particularly in Southeast Asia, Europe, and South America [7]. - The government is enhancing the regulatory framework for battery recycling, which is expected to improve the supply chain for lithium battery materials and support the industry's circular economy [8]. Shareholder Information - The company has approved a total external guarantee limit of 1.796 billion yuan for 2025, which is 92.78% of its latest audited net assets, with specific limits for subsidiaries based on their asset-liability ratios [23][31].

4月28日晚间，全球领先的新能源智能装备解决方案服务商先导智能发布2024年年度报告和2025年一季 度报告。年报显示，2024年先导全年营业收入118.55亿元，降幅较前三季度收窄，全年实现归属于上市 公司股东的净利润2.86亿元。2024年第四季度归属于上市公司股东的净利润同比增长41.28%，较去年同 期减亏，第四季度公司经营性现金流实现净流入10.22亿元，显示出较强的改善趋势。先导智能2025年 一季度营收30.98亿元，归母净利润3.65亿元，分别环比增长12.94%、213.29%，经营性现金流量净额 8.64亿元，继续保持净流入，较2024年一季度经营性现金流-7.1亿元有明显改善，拐点已经0显现。 行业回暖订单高增 预期业绩持续改善 为把握全球产业发展的红利，锂电产业链企业出海步伐加快。年初，宁德时代、瑞浦兰钧、格林美、天 赐材料、斯莱克多家锂电产业链企业发布了的海外投资计划。随着国内市场的复苏及国内外公司在海外 市场布局的不断加码，先导智能紧抓机遇，于今年1月宣布赴港上市，希望借助海外资本平台为国际化 战略提供资金支持，巩固行业龙头地位，在未来保持持续的全球竞争力。 新电池、新技术 静待未 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：300340 证券简称：科恒股份 公告编号：2025-044 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 公司现金分红方案未触及《深圳证券交易所创业板股票上市规则》第9.4条规定的能被实施其他风险警 示的相关情形。 三、现金分红方案的具体情况 1、不触及其他风险警示情形 2、不触及其他风险警示情形的具体原因 公司2022年度、2023年度、2024年度均未进行现金分红，但鉴于公司各会计年度净利润均为负值，因此 不触及《深圳证券交易所创业板股票上市规则》第9.4条第（八）项规定的可能被实施其他风险警示情 形。 3、现金分红方案合理性说明 根据《中华人民共和国公司法》《深圳证券交易所上市公司自律监管指引第2号——创业板上市公司规 范运作》《关于进一步落实上市公司现金分红有关事项的通知》《深圳证券交易所上市公司监管指引第 3号——上市公司现金分红》《公司章程》等相关规定，鉴于2024年度实现的可分配利润为负，并综合 考虑公司当前业务发展情况及后续日常经营发展对资金的需求，公司2024年度利润 ...

天永智能发布的2024年年报显示，公司营业总收入为4.69亿元，同比下降21.1%；归母净利润为-1.78亿 元，同比下降64.36%；扣非净利润为-1.81亿元，同比下降54.55%。从单季度数据来看，第四季度营业 总收入为7451.25万元，同比下降7.75%；归母净利润为-1.6亿元，同比下降37.45%。这些数据显示公司 在2024年的经营状况不佳。 近期天永智能（603895）发布2024年年报，证券之星财报模型分析如下： 经营业绩显著下滑 公司销售费用、管理费用、财务费用总计为8456.87万元，三费占营收比为18.02%，同比增加7.15%。这 表明公司在成本控制方面仍有改进空间。 主营业务构成 毛利率和净利率大幅下降 公司的毛利率为12.41%，同比下降16.94%；净利率为-44.5%，同比下降81.03%。这表明公司在主营业 务上的盈利能力大幅减弱，成本控制面临挑战。 现金流状况有所改善 尽管整体业绩不佳，但公司的每股经营性现金流为0.22元，同比增长121.19%。这一改善主要得益于客 户回款的增加。然而，公司货币资金为9422.54万元，同比下降33.76%，主要原因是归还银行贷款增 ...

一季度，作为东部经济大省的浙江实现GDP同比增长6%，高于全国(5.4%)，延续总体平稳、稳中有进 态势。 值得注意的是，1—3月，浙江民营企业增加值增长9.6%，分别高于国有及国有控股企业和港澳台及外 商投资企业6.2和1.8个百分点，对规模以上工业增加值增长贡献率达78.5%。 浙江民营企业在册总量350.53万家，占企业经营主体总量的92.06%，民营经济是浙江经济的最大特色和 最大优势。透过该省一季度经济成绩单里的三个数字，可以看到其民营经济的生命力，亦诠释出"经济 大省勇挑大梁"的底气所在。 41.3%：创新塑造优势 被赋予"以科技创新塑造发展新优势上走在前列"厚望的浙江，始终在经济发展层面将创新"置顶"。从数 字看创新，今年一季度，其规模以上工业新产品产值率达41.3%。 新产品产值率，即新产品产值占企业产品总产值的比率，是衡量企业创新成果的重要指标。 过硬的技术和高科技含量，令不少出自民企的浙江"智"造更具竞争力。走进华芯(嘉兴)智能装备有限公 司的自动物料搬送系统实验室内，银白色天车正沿空中轨道精准穿梭，每100秒就能将晶圆盒从仓库送 至机台，较传统人工搬运效率提升3倍。 "天车搭载的智能调度 ...

Core Viewpoint - The company, 雷赛智能, reported a modest performance in 2023, attributing challenges to macroeconomic downturns and significant declines in the new energy sector, while planning to increase investments in humanoid robotics and focus on domestic key component production for high-quality business development [1][2]. Financial Performance - In 2023, 雷赛智能 achieved a revenue of 1.584 billion yuan, a year-on-year increase of nearly 12%, and a net profit of approximately 200 million yuan, reflecting a growth of nearly 45%, with earnings per share at 0.65 yuan [1]. - In Q1 2024, the company reported a net profit of about 55.82 million yuan, a year-on-year growth of 2.25%, with expectations for accelerated growth in Q2 [2]. Business Strategy - 雷赛智能 is focusing on deepening its presence in traditional sectors such as 3C, electronics manufacturing, semiconductor equipment, and special machine tools, while also expanding into the packaging industry to offset declines in solar and lithium battery sales [1]. - The company has introduced over 200 new channel partners and is transitioning from single product sales to a combination of products and complete solution marketing to enhance value [2]. Product Development - The company is investing significantly in humanoid robotics, with substantial orders for core components like frameless torque motors and hollow cup motors, although current revenue from this segment is still small [2][3]. - 雷赛智能 is advancing its general robot motion control system products into the R&D phase, leveraging its extensive experience in motion control technology [2]. Market Expansion - The company aims to achieve a revenue growth of 20%-30% and a net profit growth of 30%-50% by 2025, focusing on humanoid robotics and overseas market expansion [3]. - The impact of U.S. tariffs on the company is minimal, as exports to the U.S. account for less than 1% of revenue, potentially accelerating domestic automation opportunities [3]. Supply Chain Management - 雷赛智能 emphasizes the localization of key components and maintains a strategy to ensure core material supply, with minimal impact from U.S. tariff policies on procurement costs [3].

| | | | | 单位:元 币种:人民币 | | --- | --- | --- | --- | --- | | 主要会计数据 | 2024年 | 2023年 | 本期比上 年同期增 | 2022年 | | | | | 蔵(%) | | | 营业收入 | 509.085. 298. 12 | 558, 316, 014. 71 | -8. 82 | 588, 813, 982. 13 | | 扣除与主营业务无关 的业务收入和不具备 | 505, 012, 141. 82 | 553, 022, 570. 26 | -8. 68 | 584, 930, 483. 37 | | 商业实质的收入后的 | | | | | | 营业收入 | | | | | | 归属于上市公司股东 | - 105, 700, 933. 72 | -115.680.310.72 | 8.63 | -35.843.182.86 | | 的净利润 | | | | | | 归属于上市公司股东 的扣除非经常性损益 | -111,030,044.91 | -125, 790, 056, 54 | 11. 73 | -49,833,090.95 | ...

导读： 短期来看，正业科技仍面临行业调整期的挑战，但其深厚的技术积累和优质客户资源为未来发展奠定了基础。随着新技术的突破和市场策略的调整，公司 有望逐步改善盈利状况。 特别提示 微信公众号机制调整，请点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 正业科技主要向锂电池、PCB、平板显示、光伏等行业领域制造厂商提供工业检测、自动化、智能制造整 体解决方案、新材料等产品及服务。 基于当前光伏行业调整，市场竞争激烈，组件价格低迷，公司光伏业务亏损，2 0 2 4 年11月公司正式终止光伏项目投资，剥离光伏相关主要子 公司，重心回归工业检测智能装备制造主业。 正业科技提到，2 0 2 4年度业绩下滑主要受三大因素影响：首先是下游市场需求持续放缓，光伏新能源板块甚至出现负毛利；其次公司计提资产 减值损失1 . 0 1亿元，其中存货减值损失占比超7 5%；此外还减记递延所得税资产2 9 6 0万元。这些因素共同导致了公司净利润的大幅下滑。 尽管业绩承压，正业科技的技术实力依然亮眼。截至2 0 2 4年底，公司累计专利申请5 8 6件，授权专利4 8 7件，其中发明专利1 4 ...