证券日报网讯山东威达（002026）8月5日在互动平台回答投资者提问时表示，公司子公司苏州德迈科电 气有限公司主要为消费品、食品饮料、精细化工、汽车、电商物流、工程设备、机加工等细分产业提供 一站式智能制造解决方案。苏州德迈科电气有限公司已经为公司总部所处的电动工具行业和济南一机所 处的机加工行业的部分客户都提供了智能制造解决方案，并正在积极拓展行业内其他客户。 ...

投资界消息，8月1日，洛阳市隆兴国晟产业投资基金合伙协议签约仪式在孟津区举行。本支基金由轩银基金公司、国晟产业基金联合隆兴集团发起，总规 模3亿元，围绕孟津区优势重点布局高端石化、新能源、新材料、智能制造等战略性新兴产业，深度挖掘产业生态投资机遇，通过"投资+赋能"双轮驱动， 为被投企业注入资本、应用场景与产业资源等关键要素，实现区域产业链补位、价值链提升，助力洛阳重点行业企业蓬勃发展。 图：签约仪式现场 来源：洛阳轩银私募基金管理有限公司 ...

Core Viewpoint - The recent stock issuance plan by Yawen Co. is under regulatory scrutiny due to its financial investments totaling 3.789 billion yuan, raising concerns about capital operations involving state-owned assets in Yangzhou [1] Financial Investment Analysis - As of March 2025, Yawen Co. has other non-current financial assets amounting to 3.789 billion yuan, which constitutes 21.76% of its net assets, approaching the 30% regulatory threshold [1] - The majority of these funds are allocated to four industrial funds, with the largest being the Jiangsu Diquan Yawen Fengying Intelligent Manufacturing Fund, valued at 3.364 billion yuan, representing 88.79% of the total investment [1] - Despite claims of investments in the intelligent manufacturing sector, regulatory rules require thorough verification of underlying assets in industrial funds, and the investments include areas like new materials and auto parts, which do not align with Yawen Co.'s core business [1] Shareholding and Control Changes - The recent capital increase involves Yangzhou Industrial Investment Development Group subscribing to 128 million shares at a price of 7.21 yuan per share, totaling 925 million yuan [1] - Following this transaction, Yangzhou Industrial Investment Development Group will hold a 29.99% stake, becoming the controlling shareholder, with the Yangzhou State-owned Assets Supervision and Administration Commission gaining actual control [1] Financial Position and Fund Utilization - Yawen Co. reports cash and cash equivalents of 910 million yuan and trading financial assets of 161 million yuan, yet plans to allocate 67.17% (621 million yuan) of the total raised funds for liquidity support and debt repayment [1]

Core Insights - In the first half of the year, the China Council for the Promotion of International Trade approved 1,418 overseas economic and trade exhibition projects, covering an exhibition area of 826,000 square meters [1] - A total of 54 organizing units have implemented exhibition projects in 44 countries and regions, with an actual exhibition area of 382,000 square meters and over 23,000 participating enterprises [1] - There is a notable increase in participation from emerging markets, with the number of Chinese exhibitors in ASEAN and Latin America accounting for 39.8% of the total, an increase of 8.5 percentage points compared to the same period in 2024 [1] Industry Trends - Emerging industries are showing a sustained increase in overseas exhibition participation, particularly in fields such as electronic information, artificial intelligence, green low-carbon technology, and intelligent manufacturing [1] - Chinese enterprises showcased their independent innovation achievements in key international technology exhibitions, contributing to the expansion of exports of high-tech and high-value-added products [1] - At the European International Smart Energy Exhibition, the number of Chinese participating enterprises increased to 850, with organizers and professional visitors expressing admiration for China's international leadership in the new energy sector [1] Overall Performance - The overall operation of overseas exhibition work in the first half of the year has been stable, with a more diverse range of participating industries, continuous expansion of participating regions, and steady improvement in the quality of participating enterprises [2] - There has been a significant enhancement in the sense of gain for enterprises involved in these exhibitions [2]

Core Viewpoint - The "Soochow Business Delegation Visits Dongfang" investment promotion conference was held in Dongfang City, attracting over 20 participating enterprises, indicating strong interest in the region's development potential and investment environment [1] Group 1: Investment Opportunities - Participating entrepreneurs expressed optimism about Dongfang's development prospects and are seeking deep cooperation in fields such as artificial intelligence, low-altitude economy, and high-tech industries [1] - Dongfang is focusing on a "5+3" development path and five major projects to continuously optimize the business environment and promote the integration of primary, secondary, and tertiary industries [1] Group 2: Collaboration and Agreements - A signing ceremony took place where Dongfang City officials signed cooperation agreements with several Jiangsu companies, including Jiangsu Xinlantian Steel Structure Co., Ltd., Norde Network Technology Co., Ltd., and others, covering areas such as intelligent manufacturing, digital economy, cultural tourism, and high-tech [1] - The chairman of Hainan Su Business Construction Development Co., Ltd. emphasized the importance of this conference as an opportunity to strengthen communication and seek mutually beneficial cooperation with Dongfang [1]

据公司公告显示，截至2025年7月31日，工业富联已累计回购公司股份约770万股，占总股本的0.04%， 回购金额达1.47亿元，回购价格区间为18.4元/股至19.84元/股。2025年一季度，公司实现营业收入 1604.15亿元，归母净利润52.31亿元。 8月4日工业富联主力资金净流出5690.60万元，占流通市值的0.01%。近五个交易日主力资金累计净流入 1.08亿元，占流通市值的0.02%。 风险提示：以上内容仅供参考，不构成投资建议。股市有风险，投资需谨慎。 工业富联8月4日股价报32.97元，较前一交易日下跌0.03元，跌幅0.09%。当日成交量为138.18万手，成 交金额达45.07亿元。 工业富联是全球领先的智能制造及工业互联网解决方案服务商，主营业务包括云服务设备、通信网络设 备等。2024年公司营收结构中，云服务设备占比52.43%，通信网络设备占比47.26%。 ...

Company Performance - Fengli Intelligent reported a net profit of 3.22 million yuan for the first half of the year, a decrease of 68.79% year-on-year, with revenue of 242 million yuan, a slight increase of 0.25% [1] - Yutong Bus sold 3,219 units in July, a year-on-year decline of 4.05%, while total sales from January to July reached 24,500 units, an increase of 2.63% compared to the same period last year [4] - Fenbi expects its revenue for the first half of the year to be no less than 1.472 billion yuan, with a net profit of at least 215 million yuan [5] New Products and Services - Ruikeda has begun small-scale supply of humanoid robot products, expecting sales revenue of approximately 10 million yuan by 2025, which would account for 0.41% of its 2024 revenue [2] - Xiaoma Zhixing launched Robotaxi services in Shanghai's Pudong area, operating from 7:30 AM to 9:30 PM on weekdays, covering key commercial areas and subway stations [9] Industry Insights - The China Machinery Industry Federation reported that the overall production and sales of machinery products in the first half of the year were better than the same period last year, with 68.9% of 122 monitored products showing year-on-year production growth [10] Collaborations and Investments - Peak has officially partnered with ByteDance's Feishu to enhance its digital management system [6] - Zhongwan International led a $40 million Series A2 financing round for Yuanbi Technology, alongside other investors [7][8] Regulatory Updates - The State Administration for Market Regulation and the China Consumers Association issued a warning that ordinary food products cannot claim health benefits, addressing concerns over misleading marketing practices [10]

日前，中山召开2025年中小企业数字化转型深化推进会。数据显示，中山市已累计推动超4500家规上工 业企业进行数字化转型，转型覆盖率达86%。自入选国家中小企业数字化转型试点城市以来，中山数字 化转型成果持续显现，今年上半年便推动703家规上工业企业在关键环节实现数字化升级。 数字化转型的深入推进，为中山企业注入强劲发展动能。多家企业通过数字化改造实现提质增效，成为 转型浪潮中的典型代表。例如，中山市铧禧电子科技有限公司探索"政策+生态"双轮驱动路径，借助政 策扶持与生态资源整合加速转型；中山市雁鸣智造科技有限公司聚焦中小企业转型痛点，形成一套可复 制的破解方案；广东伊莱特科技股份有限公司则通过数据赋能经营决策，让生产运营更精准高效。这些 企业的实践，生动展现了数字化转型在优化流程、提升效率、驱动创新等方面的作用。 为推动数字化转型走深走实，中山市构建全方位支持体系。资金方面，2025年中小企业数字化转型城市 试点预奖补项目已下达97个，资助金额达883.6万元；截至目前，累计支持164家企业数字化改造项目， 下达资金超2000万元，524家中小企业已开展数字化改造项目备案建设。服务供给上，中山面向全国遴 选 ...

Core Viewpoint - Sichuan Province has announced the first batch of pilot zero-carbon industrial parks, aiming to establish them within approximately three years, focusing on replicable and scalable experiences in zero-carbon development [1][2]. Group 1: Pilot Industrial Parks - Four industrial parks have been selected as pilot projects: Yibin High-tech Industrial Park, Yibin Lingang Economic and Technological Development Zone, Sichuan Panzhihua West District Economic Development Zone, and Sichuan Jintang Economic Development Zone [1]. - These parks cover four key areas: resource processing, green high-energy, export-oriented, and dominant industry parks [1]. Group 2: Development Strategies - Yibin High-tech Industrial Park will focus on industries like crystalline silicon photovoltaics and smart manufacturing, aiming to create a pure green electricity supply through smart microgrid projects [2]. - Yibin Lingang Economic and Technological Development Zone will develop a smart carbon system to enhance the green and low-carbon competitiveness of enterprises and products [2]. - Sichuan Panzhihua West District Economic Development Zone will promote clean and efficient energy use and deep decarbonization of production processes [2]. - Sichuan Jintang Economic Development Zone will strengthen the integration with surrounding clean energy sources to establish large-scale conversion and utilization bases [2]. Group 3: Financial Support and Oversight - Provincial industrial development funds will support zero-carbon industrial parks, providing subsidies for qualifying projects that pass inspections [2]. - The government encourages pilot parks to seek local government special bonds for financing zero-carbon construction and promotes market-based support from industrial funds [2]. - The Sichuan Provincial Economic and Information Technology Department requires strict adherence to pilot construction plans and regular progress reporting from relevant local agencies [3].

近日，山东省工信厅公布2025年山东省级智能工厂及智能制造优秀场景名单。济南高新区凭借在智能制 造领域的卓越表现，有14家企业脱颖而出，成功入选。其中，浪潮电子信息产业股份有限公司等8家企 业成功跻身"先进级（省级）智能工厂"行列，积成电子（002339）股份有限公司等6家企业斩获14个"省 级智能制造优秀场景"荣誉，这一成果标志着济南高新区在落实国家《智能工厂梯度培育行动实施方 案》及山东省培育新质生产力战略部署中，率先迈出坚实步伐，智能工厂建设已驶入快车道。 近年来，济南高新区始终将智能工厂建设作为推动制造业高质量发展的重要抓手，通过场景驱动、资源 整合和技术赋能等举措，全力推进智能工厂的培育与建设。 在场景驱动上，济南高新区重视智能制造优秀场景的挖掘与培育，鼓励企业围绕设计、生产、管理、服 务等核心环节，率先突破关键场景的智能化应用，如AI质检、智能排产、数字孪生、远程运维等。通 过树立场景标杆，济南高新区力图形成"点"上突破、"面"上带动的示范效应。 在资源整合上，济南高新区发挥产业集聚优势，整合产业链上下游企业资源，推动企业间的协同创新与 合作，鼓励龙头企业发挥引领作用，带动中小企业共同参与智能工厂 ...