山东推出数字化转型"套餐" 促中小企业发展乘"数"而上 中新网济南11月7日电 (记者 孙婷婷)"数字化是趋势，但我们一是怕投入大见效慢，二是怕技术太复杂 玩不转。"11月7日，在山东省人民政府新闻办公室召开的发布会上，一位参会的企业家代表向国家级中 小企业数字化转型促进中心负责人庞松涛抛出了如上问题。 庞松涛回应说，这正是中国首个国家级中小企业数字化转型促进中心成立的初衷。该中心通过打造"前 店后厂"协同模式，为企业提供全流程、一站式、低门槛的数字化转型服务，目前已汇聚935家服务商， 上架3000多套方案产品，覆盖通用设备制造业、轻工纺织业等16类重点行业，涵盖"研产供销服管"全业 务链条。 编辑：郭晋嘉 中小企业敢转、愿转的背后，是山东构建的强力政策支撑体系。山东省工业和信息化厅党组副书记、副 厅长安文建在发布会上透露，该省规上工业企业数字化转型覆盖率达95.1%，深度转型率达47.8%。为 推动转型从"标杆引领"向"规模推广"转变，山东将分行业、分阶段绘制数字化转型场景图谱，发 布"N+X"行业共性和专用场景图谱清单，启动新一轮"工赋百景"揭榜挂帅项目，形成标准化、模块化场 景解决方案，加快推动行业整 ...

Core Viewpoint - Shanghai Xinpeng Industrial Co., Ltd. has signed a memorandum of cooperation with Grundfos Pumps (Shanghai) Co., Ltd. to collaborate on data center liquid cooling technology, green energy solutions, and global market expansion, which is expected to have a significant positive impact on the company's future business development and operational performance [1][2]. Cooperation Overview - The memorandum aims to deepen collaboration in low-carbon energy structures and energy-saving fields, focusing on five core areas: water system power optimization, liquid cooling infrastructure solutions, breakthroughs in single-phase immersion liquid cooling technology, utilization of industrial waste heat, and energy efficiency improvements [2]. - The memorandum is an intention document and does not involve specific transaction amounts or require board or shareholder approval, with formal agreements to follow [2]. Partner Background - Grundfos Pumps is a foreign-owned enterprise with a registered capital of 5 million USD, recognized as a global leader in water pump and water technology solutions, operating in over 55 countries [3]. - In China, Grundfos has established two production plants and the largest overseas R&D center, with products used in various sectors including construction, industry, infrastructure, regional heating, and wastewater treatment [3]. Strategic Significance - The cooperation is expected to leverage the complementary resources of both companies, with Grundfos's advanced experience in fluid control and energy efficiency management and Xinpeng's capabilities in liquid cooling technology and product manufacturing [4]. - The partnership aims to enhance the company's competitiveness in emerging fields such as data center liquid cooling and is not expected to affect the company's business independence or constitute a major asset restructuring [4].

Core Insights - The company, Haoshi Electromechanical, reported a significant increase in revenue and profit for the first three quarters of 2025, with total revenue reaching 1,143.20 million yuan, a year-on-year growth of 18.10% [2] - The net profit attributable to the parent company was 121.58 million yuan, reflecting a substantial year-on-year increase of 50.40% [2] - The company's non-recurring net profit was 97.07 million yuan, showing a remarkable growth of 102.52% year-on-year [2] Revenue Breakdown - The spindle products, particularly those used in the chip sector, generated sales revenue of 758.00 million yuan, marking a year-on-year increase of 30.32% and accounting for 66.31% of the main business revenue [2] - Sales of PCB drilling machine spindles and PCB forming machine spindles saw significant growth, with PCB spindles alone achieving sales revenue of 169.13 million yuan, an impressive year-on-year increase of 83.99% [2]

Core Viewpoint - The company has provided updates on its subsidiary Anhui Jinmao Smart Energy Technology Co., Ltd., indicating that its business in lithium battery assembly and energy storage is currently a minor contributor to the company's overall revenue [2] Group 1: Subsidiary Business Overview - Anhui Jinmao Smart Energy Technology Co., Ltd. is a subsidiary under the company's control, focusing on lithium battery assembly and energy storage-related businesses [2] - The revenue contribution from this subsidiary is currently very small and does not significantly impact the overall financial performance of the listed company [2] Group 2: Product Development and Collaboration - The 8mm ultra-thin electromagnetic brake has undergone multiple rounds of basic performance testing and prototype validation within the company [2] - There is uncertainty regarding the research and industrialization of related products, and investors are advised to be cautious about investment risks [2]

Core Viewpoint - The company Xinpeng Co., Ltd. has signed a memorandum of cooperation with Grundfos Pumps (Shanghai) Co., Ltd. to collaborate on data center liquid cooling technology innovation, green energy solutions, and global market expansion [1] Group 1: Collaboration Areas - The cooperation will focus on key areas such as water system power optimization, liquid cooling infrastructure solutions, breakthroughs in single-phase immersion liquid cooling technology, industrial waste heat utilization, and energy efficiency improvements [1] - Both companies aim to enhance communication and cooperation in the low-carbon energy structure and energy conservation and emission reduction fields [1] Group 2: Strategic Goals - The partnership supports the strategic goals of achieving "carbon peak and carbon neutrality" [1]

Core Viewpoint - The company Xinpeng Co., Ltd. has signed a memorandum of cooperation with Grundfos Pumps to collaborate on data center liquid cooling technology innovation, green energy-saving solutions, and global market expansion [1] Group 1 - The cooperation memorandum is an intention document and does not involve specific transaction amounts [1] - The agreement does not require approval from the company's board of directors or shareholders [1]

截至11月7日收盘，减速器概念下跌1.76%，位居概念板块跌幅榜前列，板块内，力星股份、浙江荣 泰、宏昌科技等跌幅居前，股价上涨的有15只，涨幅居前的有奥联电子、纽泰格、富临精工等，分别上 涨8.82%、4.81%、4.78%。 | 300904 | 威力传动 | -4.41 | 13.64 | -126.70 | | --- | --- | --- | --- | --- | | 301255 | 通力科技 | -1.09 | 3.21 | -109.77 | | 301596 | 瑞迪智驱 | -2.26 | 2.80 | -93.41 | | 001306 | 夏厦精密 | -2.60 | 6.64 | -81.14 | | 002283 | 天润工业 | -0.92 | 1.12 | -74.40 | | 301107 | 瑜欣电子 | -1.21 | 2.17 | -36.81 | | 603270 | 金帝股份 | -0.43 | 2.87 | -19.06 | | 000795 | 英洛华 | -0.10 | 1.08 | -4.77 | | 603638 | 艾迪精密 | 0.84 | 0.8 ...

Core Viewpoint - The company is enhancing supply chain resilience through a dual approach: implementing a digital inventory management system and diversifying suppliers to mitigate risks and ensure stable supply [2]. Group 1 - The company is building a digital inventory management system to track inventory dynamics in real-time, aiming to avoid stockouts [2]. - The company is promoting a diversified supplier layout to spread risks and ensure stable supply [2].

Group 1 - The company, Rifa Precision Machinery, announced on November 7 that it employs a combination of direct sales and agency sales models [2] - The company primarily adopts a "sales-driven production" model, which is based on order contracts [2] - The production process is organized according to user requirements, including the development and design of products tailored to specific needs [2]

Group 1: Financial Performance - In the first three quarters of 2025, the company reported a revenue of 2.265 billion CNY, a year-on-year decrease of 20.70% [2] - The net profit for the same period was 392 million CNY, reflecting a year-on-year decline of 45.69% [2] - Basic earnings per share stood at 0.7327 CNY, also down by 45.69% compared to the previous year [2] - The weighted average return on net assets was 9.16%, a decrease of 9.20% year-on-year [2] Group 2: Product Overview Refrigeration Products - The company offers a diverse range of refrigeration products, including commercial central air conditioning compressors, refrigeration compressors, and heat pump compressors [2] - These products are widely used in commercial buildings, food cold chain logistics, and heating applications, catering to various customer needs [2] - The company has seen growth in screw and magnetic levitation centrifugal compressors used in data centers during the first half of the year [2] Air Compression Products - The air compressors serve as core equipment in engineering machinery and are crucial in industries such as pharmaceuticals, chemicals, electronics, and road maintenance [3] - The company is expanding its market for oil-free air compressors, which are essential in industries requiring high air quality, such as food and biomedicine [3] Vacuum Products - The vacuum products are primarily used in the photovoltaic and semiconductor industries, with plans to expand into lithium batteries, pharmaceuticals, and other sectors [3] - The company has begun small-scale supply to domestic chip manufacturers and is testing new processes with clients [3] Group 3: Other Insights - The company experienced an increase in contract liabilities in the first three quarters, mainly due to a rise in advance payments for new orders [3] - During the investor relations activity, no undisclosed significant information was revealed [3]