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“数字员工”让生产线变“聪明”(迈向“十五五”的发展图景)
Ren Min Ri Bao· 2025-10-24 22:05
坚持把发展经济的着力点放在实体经济上,坚持智能化、绿色化、融合化方向。 2021年,为降本增效、提升竞争力,公司决定对这条大型生产线进行数字化改造,组建了由数十名资深 工程师组成的人工智能项目攻关组,尤伟担任牵头人。"一开始就遇到了难题。"尤伟说。虽然他有丰富 的生产管理经验,可在数字算法方面了解甚少;项目组引进的人才虽精通算法,但在面板生产工艺方面 却是门外汉。 为解决这一难题,尤伟钻研起数字算法。慢慢地,他提出的智能化解决方案需求越来越专业,大家一听 便懂,配合变得默契起来。 转型的过程,一路都在爬坡过坎。尤伟回忆,"数字员工"刚上线进行测试时,表现不尽如人意。比如, 当次品面板上出现黑点,"数字员工"常常分不清是异物还是断线。 为了让"数字员工"变得"聪明",项目组一边投喂大量场景数据,一边继续优化算法。尝试了上千种方案 后,系统终于调试到最佳状态,可以精准判断各类面板微观缺陷原因并作出修复决策。"有时比老师傅 还靠谱。"公司生产主管尤昊说,"前段时间,系统通过分析一台重要设备的扭矩、震动、压力等多维度 实时数据,发现设备存在故障风险并发出预警,让我们能提前介入,避免了损失。" 在苏州华星,人工智能应用 ...
银河电子(002519.SZ)发布前三季度业绩,归母净亏损4015.63万元
智通财经网· 2025-10-24 15:21
Group 1 - The core point of the article is that Galaxy Electronics (002519.SZ) reported a significant decline in revenue and incurred losses in the third quarter of 2025 [1] Group 2 - For the first three quarters, the company achieved an operating income of 332 million yuan, representing a year-on-year decrease of 59.12% [1] - The net loss attributable to shareholders of the listed company was 40.1563 million yuan [1] - The net loss attributable to shareholders after deducting non-recurring gains and losses was 50.4927 million yuan [1]
盈方微:10月23日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-10-24 15:02
Group 1 - The core point of the news is that Yingfang Microelectronics (SZ 000670) held its 29th meeting of the 12th board of directors on October 23, 2025, via teleconference, where the Q3 2025 report was reviewed [1] - For the first half of 2025, Yingfang Microelectronics reported that 99.67% of its revenue came from electronic component distribution, while the manufacturing of computers, communications, and other electronic devices accounted for 0.33% [1] Group 2 - As of the report, Yingfang Microelectronics has a market capitalization of 7 billion yuan [2] - A notable transaction involved a well-known brand spending 170 million yuan to acquire 2,000 shares of a target company with a registered capital of only 10,000 Hong Kong dollars, raising questions about the necessity of the acquisition [2]
10月24日晚间重要公告集锦
Shang Hai Zheng Quan Bao· 2025-10-24 14:53
Financial Performance Highlights - San Chuan Wisdom reported a net profit of 143.89 million yuan, a year-on-year increase of 101.23%, with total revenue of 827.84 million yuan, down 25.53% [1] - Dian Guang Media achieved a net profit of 132.11 million yuan, up 116.61%, with revenue of 3.19 billion yuan, an increase of 16.32% [1] - Jin Kai BioScience's net profit surged by 163.24% to 103.43 million yuan, with revenue of 487.72 million yuan, up 25.96% [2] - He Ren Technology's net profit skyrocketed by 1,292.86% to 12.94 million yuan, despite a slight revenue decline of 0.33% to 263.46 million yuan [3] - Ming Tai Aluminum's net profit for Q3 increased by 35.94% to 464 million yuan, while total revenue for the first three quarters was 25.87 billion yuan, up 9.38% [4] - Jin Cai Interconnect reported a staggering net profit growth of 1,697.84% to 57.52 million yuan, with revenue of 750.02 million yuan, down 17.32% [5] - Chi Feng Gold's Q3 net profit rose by 140.98% to 951 million yuan, with revenue of 3.37 billion yuan, up 66.39% [6] - Chu Jiang New Materials reported a net profit of 355.17 million yuan, a year-on-year increase of 2,089.49%, with revenue of 44.19 billion yuan, up 13.29% [8] - Guo Xuan High-Tech's net profit increased by 514.35% to 2.53 billion yuan, with revenue of 29.51 billion yuan, up 17.21% [16] - Sichuan Changhong's Q3 net profit grew by 690.83% to 50.7 million yuan, despite a revenue decline of 2.69% to 25.18 billion yuan [17] - Kewo Technology's Q3 net profit surged by 7,161% to 438 million yuan, with revenue of 4.20 billion yuan, up 29.26% [16] Strategic Developments - GreenMei signed a strategic cooperation framework agreement with Xiamen Xatong New Energy to supply 150,000 tons of battery materials annually from 2026 to 2028 [4] - Hunan Development plans to invest 2.4 billion yuan in a photovoltaic power generation project with a capacity of 800MW [9] - Weston intends to use 160 million yuan of raised funds to acquire and increase investment in Liangtou Technology, aiming for a controlling stake [7] - Zhaopin Technology announced a joint investment with Zhizhu and Yuankeshi to establish Shenzhen Zhixian Robot Technology Co., with a registered capital of 50 million yuan [12] - Jiangsu Long Power's controlling shareholder secured a loan of up to 7.2 billion yuan specifically for stock repurchase [22][23]
“潮起空港·首发深圳”五首集中展示发布活动在深圳机场举行
Zhong Guo Min Hang Wang· 2025-10-24 14:04
Core Viewpoint - The event "Tide Rising at the Airport: First Release in Shenzhen" held at Shenzhen Airport aims to showcase the "first economy" by highlighting new international high-end brand stores, local quality brand products, and newly opened international flight routes, thereby enhancing Shenzhen's economic development level in this area [1][6]. Group 1: Event Overview - The event is guided by the Shenzhen Municipal Bureau of Commerce and organized by Shenzhen Airport Group, focusing on five key scenarios: first store, first release, first exhibition, first show, and first flight [6][7]. - Participants experienced an immersive journey designed to showcase Shenzhen Airport's achievements in building a "first release highland" and a "world-class airport business circle" [6][7]. Group 2: Brand Participation and Highlights - Major brands such as Huawei, Insta360, and others showcased their latest products, emphasizing China's innovative capabilities in technology [7][8]. - New international flight routes were promoted in collaboration with Emirates and other airlines, enhancing connectivity [7]. - Various first stores, including Wolfgang Puck and other renowned dining brands, attracted significant attention from participants [7][9]. Group 3: Economic Impact and Future Plans - Shenzhen Airport has seen over 53 million passengers this year, leveraging its position as a key hub in the Guangdong-Hong Kong-Macao Greater Bay Area [9]. - The airport has introduced nearly 60 new brands this year, including around 20 first-time entries, expanding its retail offerings significantly [9][10]. - Future plans include further exploration in the "first economy" sector and continuous upgrades in facilities and services to enhance passenger shopping experiences [10].
倒计时一个月!《财富》创新论坛将首次落地马来西亚
财富FORTUNE· 2025-10-24 14:03
2025年《财富》创新论坛将于11月17日至18日在马来西亚吉隆坡举办,汇聚全球行业领袖与前瞻性创新 者,直面时代变局,共谋破局之道。 全球经济正经历一场深刻的结构性变革。地缘政治裂痕、保护主义浪潮与疾速迭代的人工智能革命,正 合力瓦解传统同盟、冲击市场基石、重写商业世界的竞争法则。与此同时,人工智能与机器人技术的集 群式突破,正在彻底重塑我们的工作范式。 当此变局,本届论坛以"驭变谋新:后全球化世界的制胜之道"为主题,汇集300余位全球商界领袖、投 资精英与政策制定者,共同探索战略新范式,缔结跨界新联盟,在地缘政治、贸易往来、能源转型、可 持续发展、粮食安全、人工智能、教育改革、人才培育、医疗创新、金融科技等前沿领域开创新机遇。 技术跃迁、数字革命与人工智能 教育革新、人才争夺与技能重塑 健康产业与全民福祉 未来金融的演进之路 最具影响力女性 有魄力的领导者正开辟新航道 -- 重构战略版图,缔结新 兴伙伴关系,在意想不到的领域抢占先机。 值此变局之际,《财富》创新论坛落地吉隆坡,汇聚全球 企业领袖、投资精英与政策制定者直面动荡,共谋破局 之道。 已确认演讲嘉宾 核心议题 地缘政治、贸易与投资新叙事 能源转型 ...
歌尔股份Q3营收同比增长4.4%,净利增长4.5%,存货激增55% | 财报见闻
Hua Er Jie Jian Wen· 2025-10-24 13:56
Financial Performance - The company reported a Q3 revenue of 30.557 billion yuan, a year-on-year increase of 4.42%, while the revenue for the first three quarters was 68.106 billion yuan, showing a decline of 2.21% [6] - The net profit for Q3 was 1.17 billion yuan, reflecting a year-on-year growth of 4.51%, and the net profit for the first three quarters reached 2.587 billion yuan, up 10.33% [6] - The non-recurring net profit was 2.067 billion yuan, with a minimal increase of 1.02%, indicating average profit quality [6] Inventory and Cash Flow - Inventory surged to 16.274 billion yuan, a significant increase of 55.30% from the beginning of the year, raising concerns about potential inventory backlog risks [4][6] - Operating cash flow dropped sharply to 1.475 billion yuan, a year-on-year decline of 44.56%, indicating weakened cash generation ability [4][6] Debt and Financial Leverage - Total short-term and long-term borrowings reached 19.296 billion yuan, a substantial increase from the beginning of the year, indicating heightened financial leverage [8] - Short-term borrowings rose by 66.51% to 12.843 billion yuan, while long-term borrowings surged by 381.15% to 6.453 billion yuan [8] - The company issued 1 billion yuan in technology innovation bonds, further increasing its debt levels [8] Profitability and Financial Costs - Financial expenses amounted to 411 million yuan, a dramatic increase of 284.34%, primarily due to exchange rate fluctuations leading to foreign exchange losses [7][6] - The company reported investment income of 400 million yuan, a significant year-on-year increase of 996.09%, largely driven by foreign exchange derivative gains [6] Research and Development - R&D expenses reached 3.980 billion yuan, reflecting a year-on-year increase of 19.21%, indicating a continued commitment to increasing research and development investment [6]
联想集团杨元庆:让AI为实体经济智能化、绿色化、融合化发展深度赋能
Zhong Zheng Wang· 2025-10-24 13:43
"我们高度认同并以企业发展实际行动践行'十五五'规划。我们认为,实体经济是中国发展优势所 在,'AI向实'是中国制造迈向全球价值链中高端的一次珍贵历史机遇。我们不仅应该高度重视大模型技 术的创新迭代,也应该高度重视人工智能大模型在千行百业的落地应用。通过加快推动'AI向实',让人 工智能技术为中国实体经济的智能化、绿色化、融合化发展深度赋能。"杨元庆表示。 他介绍说,面向本轮人工智能技术浪潮,联想集团提出了以"混合式人工智能"技术路径推动AI普惠的愿 景,"我们认为,数据和知识是企业智能的核心驱动力。企业智能化转型的核心在于基于企业自身积累 的数据和知识,在混合基础设施的算力支持下,通过多模型算法释放数据的价值,从而优化企业内部流 程,支持企业运营决策,提升管理效率,提高生产力。以联想集团为例,凭借智能化转型,我们的供应 链订单交付时间较转型前缩短了28%,准确度提升了25%,制造和物流成本降低了20%,推动产需进一 步趋于平衡。正因如此,我们的合肥联宝和墨西哥蒙特雷工厂都被世界经济论坛评为全球'灯塔工 厂'。" 中证报中证网讯(记者 王婧涵)10月24日,联想集团董事长兼CEO杨元庆在谈到对党的二十届四中全 ...
歌尔股份:2025年前三季度净利润约25.87亿元
Mei Ri Jing Ji Xin Wen· 2025-10-24 13:42
(记者 曾健辉) 每经头条(nbdtoutiao)——中国创新药,今年海外授权已卖出800亿美元!对话创东方投资合伙人卢 刚:生物医药二级市场火热,一级市场为何募资遇冷? 每经AI快讯,歌尔股份(SZ 002241,收盘价:33.28元)10月24日晚间发布三季度业绩公告称,2025年 前三季度营收约681.07亿元,同比减少2.21%;归属于上市公司股东的净利润约25.87亿元,同比增加 10.33%;基本每股收益0.75元,同比增加8.7%。 截至发稿,歌尔股份市值为1165亿元。 ...
一周热榜精选:贵金属市场惊魂数日,俄乌和平再度遇阻
Jin Shi Shu Ju· 2025-10-24 13:22
行情回顾 美元指数本周呈现上涨后盘整的走势,周初因受市场情绪支撑,美指一度升破99关口,但周三后动能减弱。周五CPI数据提振了市场降息预期,美指短线下 跌,截至发稿报98.82。 贵金属价格本周剧烈震荡,现货金银均料将录得十周以来首度收跌。周一受降息预期与避险需求支撑,现货黄金飙升至历史高位4381美元,创纪录收盘价; 但周二因获利了结引发恐慌性抛售,单日暴跌超5%,创近十年最大跌幅,此后两日呈现震荡企稳之势。 现货白银走势同步,周初创新高后两日急跌,随后略有修复,整体表现为高位巨震。截至发稿,现货金银分别报4108美元/盎司和48.53美元/盎司。 非美货币方面,欧元和英镑兑美元本周均录得走高。随着高市早苗当选日本首相,市场对日本扩张性财政政策与持续货币刺激的预期升温,美元兑日元整体 明显走高。 国际原油方面,油价前半周受供应过剩担忧低位震荡盘整,WTI一度跌至五月初以来最低;但随后起受美国宣布制裁俄油企业及补充战略储备消息刺激,原 油强势反弹。 美股本周整体稳健,科技股和部分周期股轮动支撑指数。苹果股价今年首创新高,市值一度逼近4万亿美元。周中前后因贵金属暴跌与市场观望,美股短暂 承压,后续在科技板块带动 ...