为威力传动生产车间（记者吴丛司 摄） "陆上大型风机偏航、变桨系统核心部件的突破，离不开金融活水的持续浇灌。"威力传动董事长李想告 诉记者，宁夏银行业的陪伴式金融服务如同精密的传动系统，贯穿企业成长全周期。 其中，中国银行宁夏区分行今年4月为企业发放股票回购贷款5400万元，成为宁夏唯一实现股票回购、 股东增持贷款双投放的金融机构。宁夏银行以"陪伴式金融"见证了这家企业的上市之路：从20万元住房 抵押贷款，到全区首期专利权质押融资突破传统抵押限制，再到如今超11亿元对公授信支持，银企合作 已跨越20个春秋。 新华社北京7月2日电（记者吴丛司）从塞上江南到陇原大地，一场以科技创新为核心的新质生产力变革 正悄然加速。记者近期赴宁夏、甘肃调研了解到，精密传动齿轮的微米级咬合、超级砂型3D打印设备 推动传统铸造业转型、马铃薯田里跃动的数据流……这片转型热土的产业根系正在金融活水的浇灌下抽 枝展叶。 金融齿轮转动塞上江南 走进银川威力传动技术股份有限公司（简称"威力传动"）的生产车间，数十米高的自动化立体仓库货架 上整齐摆放着风电装备的零部件，一台台仓储机器人正有条不紊地执行运输任务。 这家在宁夏本土成长起来的国家级高 ...

文 /梧桐数据中心 6月30日，沪深北三大交易所新受理41家IPO，创今年单日受理数量新高！其中上交所新受理了5家（均为 科创板），深主板新受理了4家（深主板2家、创业板2家），北交所新受理了32家。 2025年上半年，沪深北三大交易所合计受理了177家IPO项目，其中6月份共受理了150家，占今年上半年 受理总数的85％。 一、 摩尔线程智能科技（北京）股份有限公司 科创板 IPO 公司前身有限公司成立于 2020年6月11日，2024年10月28日整体变更为股份公司。公司目前注册资本 40,002.8217万元。 （一）主营业务 公司主要从事 GPU及相关产品的研发、设计和销售。自2020年成立以来，公司以自主研发的全功能GPU 为核心，致力于为AI、数字孪生、科学计算等高性能计算领域提供计算加速平台。 （二）控股股东、实际控制人 公司无单一持股 30%以上的股东，不存在控股股东；张建中先生直接持有公司11.06%股份，同时与持股 平台南京神傲、杭州华傲签署一致行动人协议，并担任杭州华傲、杭州众傲及杭州京傲三家员工持股平台 的执行事务合伙人，合计控制发行人36.36%的股份，为公司实际控制人。 （三）报告 ...

能上尽上。 作者 I 刘博 杨继云 报道 I 投资界PEdaily 久违的一幕出现。 昨 晚 （ 6 月 3 0 日 ） ， A 股 三 大 交 易 所 上 演 了 一 场 IPO 大 爆 发 —— 一 夜 之 间 新 增 受 理 4 1 家 IPO企业，其中北交所受理32家，科创板受理5家，深交所受理4家。 当中，不乏我们熟悉的沐曦集成电路、摩尔线程等超级独角兽。 至此随着2 0 2 5年过半，A股已受理177家企业，这个数量远超2 0 2 4年全年受理总数。 "抓住这一波IPO窗口。" 这样的情绪正悄悄在投资人与独角兽公司之间蔓延。 沸腾一幕 一夜41个IPO获受理 国产GPU独角兽率先打响第一枪。 摩尔线程此次拟募资高达8 0亿元，是五家科创板IPO受理企业中募资规模最大者，也是截 至目前科创板年内受理的最大IPO。成立于2 0 20年，公司以自主研发的全功能GPU为核 心，致力于为AI、数字孪生、科学计算等高性能计算领域提供计算加速平台。 巧合的是，沐曦集成也诞生于2020年，同样致力于自主研发全栈高性能通用GPU芯片及 计算平台。创始人及CEO陈维良，本科毕业于电子科技大学，2 002年又获得清华大 ...

2025（第四届）高分子3D打印材料高峰论坛 智汇3D打印，AI驱动创新 2025年7月18-20日 浙江 · 杭州 增材制造技术（3D打印），凭借其高度设计自由度、卓越材料利用率及强大定制化能力，已成为驱 动航空航天、生物医疗等领域发展的重要技术之一，并在无人机、人形机器人等新兴领域展现出广泛 的应用前景。尤其是在"人工智能+"的赋能下，该技术正为产业智能化升级带来前所未有的机遇。然 而，随着下游应用拓展以及技术迭代，在多品种、大批量、难加工、低成本、大尺寸、高精度、超高 速3D打印以及多材料功能3D打印技术等诸多方面，仍面临诸多亟待攻克的难题。 由中国材料研究学会高分子材料与工程分会主办的 "2025（第四届）高分子3D打印材料高峰论坛" 将于2025年7月在浙江召开。 论坛聚焦航空航天、汽车、无人机、人形机器人、生物医疗等高端应用 场景，直面一体化、轻量化、高性能及定制化的核心诉求，从材料、结构、工艺等多个维度展开深入 讨论。 论坛旨在搭建一个集材料科学、尖端技术、先进装备于一体的综合性交流平台，汇聚专家学 者与业界精英，共同分享和探讨增材制造产业的最新趋势、创新成果和应用需求，推动增材制造产业 上下游 ...

Core Viewpoint - The article discusses advancements in 4D printing technology, particularly focusing on a new method for ceramic 4D printing driven by hydrogel dehydration, which allows for the creation of complex structures without the need for molds or external forces [2][3][4]. Group 1: 4D Printing Technology - 4D printing is a novel additive manufacturing technology that enables the creation of three-dimensional structures from smart materials, which can change shape over time when stimulated by external factors such as light, heat, or electricity [12]. - Current 4D printing materials are primarily limited to soft materials like hydrogels and shape memory polymers, with significant challenges remaining for hard materials like ceramics [2][3]. Group 2: Research and Development - A collaborative research team from Southern University of Science and Technology has developed a hydrogel-driven ceramic 4D printing method, utilizing light-sensitive ceramic elastomer slurries and acrylic hydrogel precursors suitable for DLP printing [3]. - The developed materials can undergo significant deformation, with the ceramic elastomer capable of withstanding up to 700% tensile strain and the hydrogel achieving a volume shrinkage of up to 65% during dehydration, along with a modulus increase of over 40 times [3]. Group 3: Upcoming Forum - Professor Ge Qi will present on "Multi-material 3D/4D Printing: From Hydrogels to Ceramics" at the 2025 (4th) Polymer 3D Printing Materials Summit Forum, scheduled for July 18-20, 2025, in Hangzhou, Zhejiang [5][8]. - The forum aims to facilitate discussions on high-precision 4D printing equipment, advancements in high-performance light-curing smart materials, and design methodologies for multi-material 4D printing [12].

Industry Dynamics - The humanoid robot sector is experiencing significant developments, with various companies announcing new projects and partnerships, including Midea's successful deployment of its self-developed humanoid robot in factories and the release of the Star Motion Q5 intelligent robot [1] - The 3D printing equipment production in May saw a year-on-year increase of 40% [1] Government News - The China Securities Regulatory Commission (CSRC) announced support for companies in cutting-edge technology sectors to apply the fifth set of listing standards on the Sci-Tech Innovation Board [2] - Several strategic partnerships were formed in the humanoid robot sector, including Demar Technology's agreement with Zhiyuan Robotics and Qinan Co.'s investment in Moxian Technology [2] Key Focus Stocks - The week highlights key stocks such as Longxi Co., Jindi Co., Yirui Technology, Yingliu Co., and Dingyang Technology [3] Investment Insights 1. Humanoid Robots: Focus on value and positioning, emphasizing suppliers with strong capabilities and identifying incremental opportunities in the market, particularly in components like joint modules, dexterous hands, reducers, and motors [4] 2. AI Infrastructure: Continued growth in capital expenditure for data centers driven by AI demand, with key beneficiaries including Hanzhong Precision, Ice Wheel Environment, and Yingliu Co. [4] 3. Low-altitude Economy: Rapid advancements in the low-altitude economy, with a focus on core components such as engines and motors, highlighting companies like Yingliu Co. and Zongshen Power [5] 4. 3D Printing: As an additive manufacturing technology, 3D printing is expected to open market opportunities across various sectors, with key players including Bolite and Huazhou High-Tech [5] 5. Nuclear Fusion: Progress in nuclear fusion energy is seen as a long-term direction for energy transformation, with companies like Yingliu Co. and Jiangsu Shentong being highlighted [5]

Investment Rating - The report maintains an "Outperform the Market" rating for the mechanical equipment industry [4][30]. Core Views - The humanoid robot sector is highlighted for its growth potential, with a focus on key suppliers and companies with strong market positions. Specific components such as joint modules, dexterous hands, and reducers are identified as critical areas for investment [2][3]. - AI infrastructure is expected to see continued capital expenditure growth driven by demand for data centers, benefiting companies involved in gas turbines and chillers [2]. - The low-altitude economy is progressing rapidly, with a national low-altitude traffic project initiated to standardize air traffic management [3]. - The smart welding robot market is projected to grow significantly, particularly in the steel structure industry, with a market potential nearing 100 billion [3]. - 3D printing technology is gaining traction in various sectors, including aerospace and consumer electronics, due to its advantages in creating complex structures and reducing development cycles [3]. - X-ray detection equipment is experiencing rapid growth driven by demand in healthcare and industrial sectors, with a focus on domestic production of core components [3]. Summary by Sections Industry Dynamics - Recent developments include the introduction of various humanoid robots and AI infrastructure projects, such as the opening of a new data center by Alibaba Cloud in South Korea [1][19]. - The report notes significant growth in 3D printing equipment production, with a year-on-year increase of 40% in May [20]. Government News - The China Securities Regulatory Commission supports the application of the fifth set of listing standards for companies in cutting-edge technology sectors, including AI and low-altitude economy [21]. Company Developments - Notable partnerships and investments include Demar Technology's strategic agreement with Zhiyuan Robotics and Qinan Co., Ltd.'s investment in Moxian Technology [23][24]. - Midea's humanoid robot has successfully begun operations in its factories, marking a significant step in automation [16]. - The launch of the Star Motion Q5 intelligent robot showcases advancements in flexible joint technology and AI control systems [18]. Key Company Earnings Forecast and Valuation - Several companies are rated as "Outperform the Market," including Green's Harmonics, Huichuan Technology, and Zhaowei Electric, with projected earnings per share (EPS) growth for 2024 and 2025 [7][28].

智能派科技3D打印机产品全家福 ◎记者 何漪 在深圳，3D打印领域已形成从材料制备、设备制造到应用服务等全产业链，培育了一批"黑马企业"。 智能派科技就是其中之一。公司聚焦小而美的技术路线，3D打印机产品已销往100多个国家和地区，出 货量稳居消费级光固化3D打印机第一。 近日，上海证券报记者在位于深圳龙华区的智能派科技厂房看到，工人正在将透镜、屏幕、支架等零部 件，组装成一台台3D打印机。"一条流水线30多个工人，仅用2分钟就能完整地组装一台3D打印机。像 这样的生产线，我们还有近20条，预计今年产能达100万台。"智能派科技联合创始人陈波说。 换轨超车：果断切换赛道 2015年，智能派科技创立初期，陈波与公司另一位创始人洪英盛从深圳华强北采购电阻、传感器组装成 STEM（多学科融合教育）套件，而后出口海外。依靠300%的利润率，智能派科技很快冲上亚马逊 STEM套件类目第一的位置，市场份额超过30%。"当时，我们的STEM套件市场份额很快就碰到了天花 板，因此需要寻找新的机会。"陈波说。 陈波与洪英盛用了8个月时间做市场调研、战略规划，最终决定将公司业务重心从STEM套件调整为3D 打印机。陈波回忆称，当 ...

金橙子(688291.SH)公告称，公司尚未与深圳拓竹科技有限公司直接开展业务合作。此外，公司产品目 前仅用于工业级 3D打印设备，且2024年收入占公司总体收入比例不足2%。面向消费级3D打印市场的 产品仍处于研发阶段。 ...

国际高端制造业的舞台上，中国突然扔出一张"王炸"，震惊了全世界。美国没想到，日本更没想到，咱们的3D打印钛合金技术，已经把他们 远远甩在后面！以前造飞机、造火箭要熬上好几年，现在只要几个月。 这玩意不仅能用在军工装备上，还能装进手机、汽车，老百姓也能跟着沾光。这场3D打印革命，到底是怎么回事？咱们今天就来好好唠唠。 钛合金这种材料，轻得像羽毛，硬得像钢刀，耐腐蚀，还能抗高温，是航空航天、军工装备必不可少的核心材料。可问题是，这东西也太难搞 了。 传统制造工艺要锻、要铣、要车，费时费力，造个飞机舱门得两年，材料利用率还不到10%，简直让人抓狂。 为了啃下这块硬骨头，王华明院士团队硬是干了30年，终于把3D打印钛合金这事给啃下来了。通过激光叠加一层一层打印，不光工期大幅缩 短，材料利用率直接翻了10倍。 这可不是简单的"快"，而是让钛合金变成了像捏橡皮泥一样的"软材料"，想怎么造就怎么造，难度系数直接拉满。 欧美国家一边说要环保，一边搞高污染高耗能的生产，结果发现中国的3D打印钛合金不仅性能好，环保水平也高，打脸不打脸？ 这意味着咱们的军工装备更新换代的速度，比手机迭代还快！以前要等配件，现在直接打印一个新的上去 ...