□ 本报记者 付奇 周永金 友达光电的全球顶尖透明显示屏、三一重机的全球首台电动无人微型挖掘机、革新了行业技术的科沃斯 （603486）洗地机器人……从工业应用到生活消费，"江苏智造"背后是大数据、人工智能等技术在生产 端的深度应用。最新数据显示，4月份，江苏规模以上高技术制造业增加值增长12.9%、数字产品核心 制造业增长11.4%。 作为工业大市，去年，苏州规模以上工业总产值迈上4.7万亿元新台阶。日前，记者跟随工信部"新型工 业化媒体调研行"团队走进苏州多地，寻访传统工业企业和新兴科技企业如何利用"AI+"共同驱动新型工 业化进程。 "智慧大脑"， 让工业生产不断"进化" 一个智能工厂的效率有多高？两个人一天就能下线一台挖掘机！ 走进位于昆山市澄湖路的三一重机微挖智能工厂装配车间，"智能感"扑面而来。这个面积仅有1.4万平 方米的厂房，能同时生产200多种不同型号、满足不同装配需求的微型挖掘机。 "几年前，我们还要向客户解释什么是'对话式AI'，现在通过ChatGPT、DeepSeek，越来越多的人已经懂 得了这一概念，这就是工具的演进。"思必驰战略部工作人员李明川表示，每家人工智能企业在自身业 务发展 ...

Core Viewpoint - The company has made adjustments to its restricted stock incentive plan due to the departure of incentive targets and failure to meet performance assessment goals, resulting in the repurchase, cancellation, and invalidation of certain restricted stocks [1]. Group 1: Incentive Plan Progress - The incentive plan was approved by the company's board and supervisory board on June 15, 2021, with independent directors expressing their agreement [2]. - The company held multiple board and supervisory meetings to adjust the incentive plan based on actual circumstances, including repurchasing and canceling certain restricted stocks [2]. Group 2: Repurchase and Cancellation Details - Three incentive targets left the company, leading to the repurchase and cancellation of 8,284 shares of restricted stock due to personal reasons [3]. - The board agreed to repurchase 12,879 shares of the first category of restricted stock that could not be released due to unmet performance targets for the 2024 fiscal year [3]. Group 3: Repurchase Price and Funding Source - The repurchase price for the first category of restricted stock is set at 10.09 yuan per share, while the reserved portion is at 10.42 yuan per share [4]. - The total amount allocated for the repurchase of restricted stocks is 217,296.67 yuan, sourced from the company's own funds [4]. Group 4: Invalidated Shares - A total of 33,136 shares of the second category of restricted stock were invalidated due to the departure of three incentive targets [5]. - The board also agreed to invalidate 885,146 shares of the second category of restricted stock due to unmet performance targets for the 2024 fiscal year [5]. - In total, 918,282 shares of the second category of restricted stock were invalidated [6].

Group 1 - The core viewpoint of the article highlights the recent bullish ratings from brokerages on 30 stocks, with Mingyang Smart Energy leading the list due to a target price increase of 39.88% [1][3] - The sectors with the most stocks rated include capital goods, materials, and technology hardware, indicating a focus on policy-supported areas, particularly high-end manufacturing and green energy [3][4] - Mingyang Smart Energy's strong performance is attributed to a significant increase in wind turbine exports, a recovery in profit margins, and a low valuation compared to peers [4][5] Group 2 - Other notable stocks include Dian Diagnostics, which benefits from aging demographics and precision medicine policies, and Anhui Heli, which has a strong export market and expected margin improvements [5][6] - The article suggests a strategic approach to investing, recommending gradual accumulation of stocks like Mingyang Smart Energy if it surpasses certain price levels, while also monitoring policy developments that could impact the sectors [6][7] - The current market phase is characterized by a transition from policy support to performance-driven outcomes, emphasizing the importance of companies with real orders and healthy cash flows [7]

理解，近年来与上海某高校在工业自动化、多足机器人领 域合作研发，积累了丰富的经验。在此基础上，公司与某 些头部机器人公司在工业化设计、批量生产、多场景二次 开发、多模块检测等领域会有密切合作。尤其是机器人检 测领域，检测要求精度高、成本高、难度大，目前国内还 没有关于机器人检测方面的体系标准。迈致科技在光学视 觉检测、智能测试等检测领域有独特优势，布局机器人检 测业务具有战略意义。 2、关于机器人业务，公司目前有哪些进展？ 答：针对机器人业务，现阶段公司结合自身的技术积累和 竞争优势定义了三个业务方向：（1）在机器人检测领域： 公司与国内外一些机器人厂商均有合作开发项目，预计本 年度将有订单落地，预计体量较小，不会对公司经营业绩 产生较大影响；（2）在整线代工方面：迈致科技已与美国 一家做教育机器人的公司接触，深度参与了其产品的开发 设计，待该产品在美国市场推广发布后，迈致科技将寻求 其产品的整线代工合作；（3）在机器人二次开发领域：公 司针对宇树科技、云深处等国内主流机器狗制造厂商的机 器狗本体基础上，结合不同的应用场景以及客户的具体需 求，做了一些定制开发，如上海特警大队巡警机器狗，主 要针对私密场所巡检 ...

以下文章来源于睿兽Pro ，作者Bestla 睿兽Pro . 创业邦旗下横跨一二级市场的科创数据平台。实时投资数据、追踪产业创新。找数据、做分析、链资 源，就上睿兽分析。 全球投融资周报 睿兽分析每周整理当周最值得关注的国内外热门投融资事件，帮助大家及时了解全球市场动向。 一级市场投融资概览 根据睿兽分析监测数据，本周国内一级市场披露的融资事件79个， 与上周相比减少61个， 其中已披 露融资金额的事件37个， 总融资规模为45.99亿元人民币， 平均融资金额为1.24亿元人民币。 行业分布 从融资事件数量来看，本周智能制造、人工智能、医疗健康领域融资最活跃。分别为智能制造16个、 人工智能10个、医疗健康5个。 从已披露金额事件的融资规模来看，人工智能最高，融资总规模约为7.97亿元人民币。其中具身智能 机器人研发商 「魔法原子」 完成数亿元人民币A轮融资。 魔法原子是一家具身智能机器人研发商，专注于通用机器人和具身智能技术研发与落地应用，其产品 包括通用人形机器人和仿生四足机器人等，覆盖工业、商业及家庭等多个场景。 其次是智能制造行业，已披露融资总额为6.13亿元人民币。其中高端光学量测与检测设备研发商 ...

Core Viewpoint - The company has successfully transitioned from relying on imported X-ray sources to developing its own closed hot cathode micro-focus X-ray source, achieving industrial application and breaking foreign monopolies [1] Group 1: Financial Performance - In the latest annual report, the company achieved operating revenue of 739 million yuan, a year-on-year increase of 25.89%, and a net profit attributable to the parent company of 143 million yuan, up 25.44% [1] - The company's net profit after deducting non-recurring gains and losses reached 96 million yuan, reflecting a significant year-on-year growth of 56.82% [1] Group 2: Market Position and Product Development - The company has established a complete product matrix in the core component field of X-ray sources, including various models such as 90kV, 110kV, and 180kV, with successful mass production and sales [3] - In the integrated circuit and electronic manufacturing sector, the company's self-produced X-ray sources accounted for 90.02% of the X-ray intelligent detection equipment sold, an increase of 7.53 percentage points year-on-year [4] Group 3: Industry Growth and New Opportunities - The market for X-ray detection equipment in non-medical fields in China is expected to reach 24.14 billion yuan by 2026, providing multiple growth opportunities for the company [6] - The company has launched a subsidiary focused on foreign object detection, marking a strategic expansion into new application areas [6] Group 4: International Expansion - The company has been actively expanding its overseas market presence, establishing subsidiaries and factories in countries such as Singapore, Malaysia, and the United States, resulting in overseas sales revenue of 59.16 million yuan, a year-on-year increase of 20.18% [7] - The company signed new orders worth 436.49 million yuan from January to April 2025, reflecting a year-on-year growth of 100.87% [7]

深圳精智达技术股份有限公司 2024年年度股东大会会议资料 证券代码：688627 证券简称：精智达 深圳精智达技术股份有限公司 会议资料 二零二五年五月 深圳精智达技术股份有限公司 2024年年 度股东大会会议资料 深圳精智达技术股份有限公司 议案五：关于公司补充确认日常关联交易并预计2025年度日常关联交易的议案 .. 21 深圳精智达技术股份有限公司 2024年年度股东大会会议资料 深圳精智达技术股份有限公司 为了维护全体股东的合法权益，确保股东大会的正常秩序和议事效率，保 证大会的顺利进行，根据《中华人民共和国公司法》（以下简称"《公司法》 "）、《中华人民共和国证券法》（以下简称"《证券法》"）以及《深圳精智 达技术股份有限公司章程》（以下简称"《公司章程》"）、《深圳精智达技术 股份有限公司股东大会议事规则》等相关规定，特制定深圳精智达技术股份有 限公司（以下简称"公司"或"精智达"）2024年年度股东大会会议须知。 一、为确认出席股东大会的股东或其代表或其他出席者的出席资格，会议 工作人员将对出席会议者的身份进行必要的核对工作，请被核对者给予配合。 二、为保证本次大会的严肃性和正常秩序，切实维护 ...

Core Viewpoint - The company, Wuxi Rilian Technology Co., Ltd., reported a revenue of 739 million yuan for 2024, representing a year-on-year growth of 25.89%, primarily driven by the increase in sales of X-ray intelligent detection equipment and improved gross margins [1][8]. Revenue and Gross Margin Analysis - The company's revenue from X-ray intelligent detection equipment reached 656 million yuan, with a gross margin of 40.95%, an increase of 5.59 percentage points year-on-year [1][8]. - The overall gross margin for the company was 43.68%, up by 4.96 percentage points compared to the previous year, attributed to increased sales of self-manufactured X-ray sources and high-value detection equipment [1][8]. Major Client Composition and Sales Volume Changes - The top five clients contributed to 22.78% of the total revenue, with significant growth in sales from the semiconductor and electronic manufacturing sectors [2][3]. - The company saw a 13.86% increase in production and a 12.29% increase in sales volume for semiconductor and electronic manufacturing detection equipment, indicating strong demand in this sector [3][4]. Growth Drivers in Key Application Areas - The growth in the semiconductor and electronic manufacturing sector was driven by the company's high penetration of self-manufactured X-ray sources, which accounted for 90.02% of sales in this area, enhancing competitiveness and reducing costs [4][8]. - The revenue from the new energy battery detection segment was 139.62 million yuan, with a growth rate of 4.41%, supported by a 1.89% increase in sales volume [5][8]. Non-Direct Sales Revenue Increase - The proportion of non-direct sales revenue has increased, with trade merchants contributing significantly to sales in the semiconductor and electronic manufacturing sectors, reflecting a strategic shift in sales channels [10][11]. - Non-direct sales revenue reached 150.50 million yuan, with trade merchants accounting for 99.70% of this figure, indicating a robust distribution network [10][11]. International Sales and Market Expansion - The company has been actively pursuing international markets, establishing a factory in Malaysia and service networks in Singapore, Hungary, and the United States, leading to a steady increase in overseas revenue [12][15]. - The overseas sales revenue reached 59.58% from Asia and 37.19% from Europe, with the majority coming from semiconductor and electronic manufacturing detection equipment [12][15].

星标 ★ IPO日报 精彩文章第一时间推送 5月20日晚间，国内综合性检测服务机构联检科技（301115.SZ，原名"建科股份"）披露投资者关 系活动记录表，民生证券、长江证券、西部证券等多家机构对公司进行了密集调研。 《国际金融报》记者注意到，这家上市公司近一年以来，频推外延式并购、大举开拓海外市场，更 是在4月将公司名称更改为"联检（江苏）科技股份有限公司"，证券简称也由"建科股份"变更为"联 检科技"，迎来了市场的高度关注。 联检科技为何多措并举，而这背后，又显露出怎样的战略布局？对此，联检科技负责人接受记者采 访表示，"未来，公司将继续以检验检测为核心主业，深化"核心主业夯基、新兴赛道突破"的协同 发展路径。通过跨区域并购与跨领域技术整合，推动业务向高附加值方向升级。重点培育新能源、 大消费、AI场景等领域能力，同时强化数字化技术应用，提升传统检测业务的智能化水平，培育公 司第二增长曲线。" AI制图 三线频推， 集约化 并购 联检科技的历史可以追溯到1959年，前身为常州市建筑科学研究所，是国内最早一批从事检验检 测与技术服务的科研机构。联检科技最初依托行政资源，后改制为自负盈亏的市场化检测机构。 ...

Core Viewpoint - Suzhou Huaxing Yuanchuang Technology Co., Ltd. is a leading provider of industrial automation testing equipment and complete line system solutions, focusing on various high-tech industries such as LCD, OLED, semiconductor integrated circuits, and smart wearable devices [2][4]. Company Overview - The company specializes in providing automation testing equipment across multiple process nodes for chips, SIPs, modules, systems, and complete machines, leveraging core technologies in electronics, optics, acoustics, RF, machine vision, and mechanical automation [2]. - The company maintains a strong competitive advantage and independent innovation capability in high-speed, high-frequency, and high-precision signal board cards, machine vision image algorithms, and precision connection components [2]. R&D Investment - In 2024, the company's R&D investment amounted to 39.4 million yuan, remaining stable compared to the previous year, accounting for 21.62% of current revenue, an increase of 0.28 percentage points year-on-year [3]. - The company has applied for a total of 304 domestic and international intellectual property rights, with 261 newly approved, indicating significant research achievements and a strong R&D-driven characteristic [3]. AI Application - The company is actively researching the application of AI algorithms in detection technologies, expecting a substantial improvement in detection efficiency [3]. International Expansion - Internationalization is a key strategic direction for the company, which has established subsidiaries in countries such as South Korea, Japan, the United States, Singapore, Vietnam, Thailand, and India to meet market demands [4]. - The company plans to accelerate its global market layout and deepen its overseas business development [4]. Competitive Strategy - The company faces intense competition from foreign manufacturers in the flat panel display detection, wearable smart device detection, and integrated circuit testing industries, where foreign firms hold a technological advantage [4]. - To combat increasing market competition, the company will enhance R&D investment, attract top talent, and strengthen its design, production, and market development capabilities [4].