Core Insights - The newly released national standard for the Internet of Things (IoT) aims to create a unified, open, and secure IoT industry ecosystem, emphasizing the importance of regional planning and resource allocation to leverage local advantages in IoT development [1][2]. Group 1: Infrastructure and Planning - A solid digital infrastructure is essential for the effective application of IoT technologies, requiring comprehensive planning and security measures to ensure stable operations [1]. - The development of IoT should focus on key areas and critical points rather than random initiatives, integrating IoT with other industrial systems to create unique application scenarios and market demands [1][2]. Group 2: Industry Collaboration - Breaking down industry barriers is necessary to build a collaborative ecosystem for IoT, as its development involves multiple business segments, including sensor manufacturing and data processing [2]. - Successful examples, such as Wuxi City in Jiangsu, demonstrate the effectiveness of collaborative innovation networks in advancing IoT alongside related technologies like cloud computing and big data [2]. Group 3: Innovation and Application - Encouraging innovation requires removing institutional obstacles and supporting enterprises with distinctive advantages to implement IoT applications effectively [2]. - The integration of IoT with specific scenarios, such as smart homes and smart agriculture, is crucial for driving economic development in various regions [2]. Group 4: Branding and Regional Development - Establishing a strong regional brand in the IoT sector is vital for standing out in a competitive market, necessitating the alignment of IoT with local economic characteristics [3]. - The synergy between IoT technologies and local resources, such as tourism, can create unique service experiences and enhance regional economic growth [3].

截至午间收盘，国证机器人产业指数上涨1.5%，中证智能电动汽车指数下跌0.2%，中证消费电子主题指数下跌0.3%，中证物联网主题指数下跌0.4%，机器 人ETF易方达（159530）半日净申购达1700万份。 该指数聚焦的AI硬件是目前 主要的智能终端品类,由业 务涉及元器件生产、整机品 牌设计及生产等消费电子相 关公司股票组成。 截至午间收盘 该指数涨跌 跟踪中证智能电动汽车指数 该指数聚焦的智能电动汽 车有望成为具身智能落地 的代表性方向之一,覆盖 动力系统、感知系统、决 策系统、执行系统、通讯 系统、整车生产等产业链 环节。 截至午间收盘 该指数涨跌 消费电子ETF易方达 臂 跟踪中证消费电子主题指数 -0.3% 物联网ETF易方达 每日经济新闻 -0.2% 什么 - 24 ...

Core Viewpoint - The article discusses the IOMM model introduced by the China Academy of Information and Communications Technology (CAICT) as a framework for assessing and guiding enterprises in their digital transformation journey, emphasizing the necessity of digital transformation in the current economy [1][8]. Group 1: Digital Transformation Trends - Digital transformation has shifted from an optional strategy to a mandatory requirement for enterprises due to the rapid integration of cloud computing, big data, and artificial intelligence [1][2]. - Policies have been implemented to encourage enterprises to adopt digital technologies, enhancing their operational processes and production methods [2][3]. Group 2: Nature and Path of Transformation - The essence of digital transformation lies in the comprehensive integration of digital technologies with business elements to optimize resource allocation and improve productivity [3][4]. - Different types of enterprises have distinct transformation paths; IT-driven companies often start with IT infrastructure, while non-IT-driven companies focus on core business processes [3][21]. Group 3: IOMM Model Overview - The IOMM model evaluates enterprises based on two dimensions: digital infrastructure service operation capability and overall digital operational capability [4][5]. - The model consists of five maturity stages for digital infrastructure, ranging from basic assurance to innovation leadership, providing a roadmap for enterprises to assess their current status and identify improvement areas [4][28]. Group 4: Practical Case Studies - Leading enterprises that participated in the IOMM assessment have demonstrated significant advancements in their digital transformation efforts, such as China Construction Bank and Alibaba Cloud, showcasing the effectiveness of the model [6][7]. Group 5: Conclusion and Future Directions - The adoption of the IOMM model marks a transition from chaotic growth to refined operations in digital transformation, emphasizing the importance of aligning digital technologies with value creation [8][26]. - Digital transformation is viewed as an ongoing process rather than a final goal, enabling enterprises to adapt and thrive in the digital economy [8][18].

Group 1: Impact of Tariff Policies - The company has implemented measures to mitigate the impact of tariff policies, including accelerating global production capacity development by relocating some production to Vietnam and Indonesia [1] - The Vietnam factory has been delivering normally for nearly two years, while the Indonesian factory's capacity is expected to gradually release in the second half of the year [1] - The company is expanding its customer base and diversifying markets, focusing on traditional regions and "Belt and Road" countries, as well as capitalizing on domestic policy opportunities [2] Group 2: Revenue Changes and Strategic Adjustments - Revenue from asset management information smart terminals has dropped by 54.80% year-on-year, while emerging businesses like animal tracking and video telematics have seen significant growth [2] - The decline in smart terminal revenue is attributed to regional tariff policies causing customers to adopt a wait-and-see approach [2] - The company is focusing on high-value customized products to enhance profitability in the asset management sector while investing in emerging business areas as growth engines [3] Group 3: Investment in AI and Future Growth - A wholly-owned subsidiary focused on frontier industry investments was established in the first half of 2025, with operations progressing well [4] - The subsidiary aims to innovate in AI-related technologies and products, targeting young consumer demands with smart interactive products [4] - The company plans to deepen its focus on visual algorithm development and expand into the AI toy market, integrating technology with consumer preferences [4] Group 4: Institutional Investor Confidence - As of the first half of 2025, the number of institutional investors holding the company's stock has decreased to 1 from 52 in the same period of 2024 [5] - The company aims to improve investor confidence by enhancing performance, expanding emerging business areas, and increasing communication with institutional investors [6] - The company emphasizes shareholder returns, with a cash dividend of 100 million yuan in 2024, totaling 390 million yuan since listing, accounting for 35% of net profit [6] Group 5: Supply Chain Management - Global supply chain uncertainties have posed challenges to production and delivery [6] - The company is tracking political and economic risks in supplier countries and has implemented strategic reserves to mitigate supply cycle fluctuations [6] - Since 2020, the company has been replacing some core components with domestic alternatives, which has successfully maintained product quality and reduced costs [6]

案例三：温州——第27名的"超车密码" 温州以4831.89亿元的GDP总值跃居第27位，其12.42%的增速更是领跑全国30强城市。民营经济的蓬勃发展是温州经济腾飞的关键动力，352家创新型中小企 业成功入围省级专精特新培育库，激光光电产业产值更是突破600亿元大关。得益于全球贸易网络的重构，温州上半年对"一带一路"沿线国家的出口增长高 达31%，跨境电商综合试验区交易额突破500亿元。更值得关注的是温州城市能级的提升：全国性综合交通枢纽建设正加速推进，瓯江北口大桥的通车标志 着三港融合枢纽建设取得重大进展，累计投资已超过200亿元。海陆空立体交通网络的完善，正在重塑浙南地区的经济版图，为温州的持续发展注入强劲动 力。 2025年上半年，中国城市GDP三十强榜单揭晓，一场关乎未来十年发展竞赛的序幕已然拉开。这份半年报不仅展现了中国城市经济格局的稳定性，更深刻地 反映出产业变革带来的深度调整，城市竞争已进入多维较量的时代。 尾声：城市竞争，多维较量 从这份榜单中，我们可以清晰地看到不同城市的发展策略和竞争态势。上海、北京持续强化其在全球资源配置中的领导地位；深圳、苏州则在硬科技领域构 筑起坚实的护城河；成都、 ...

Core Viewpoint - The company has completed the fundraising project related to its initial public offering (IPO) and plans to allocate surplus funds to other projects and permanently supplement working capital [1][6]. Fundraising Overview - The company raised a total of RMB 3,236,625,000 by issuing 112,500,000 shares at RMB 28.77 per share on December 28, 2022, with net proceeds amounting to RMB 3,121,365,252.83 after deducting fees [1][2]. - All raised funds have been deposited into a special account approved by the board of directors, and a tripartite supervision agreement has been signed [2]. Project Details - The fundraising projects include the "Chongqing Smart Manufacturing Base Project," "Next-Generation IoT Cloud Platform Project," "Core Key Technology R&D Project for Smart Home," and "Smart Home Product Industrialization Base Project" [6][9]. - As of July 25, 2025, the total investment for these projects is estimated at RMB 441,350.90 million, with a cumulative investment of RMB 312,136.53 million [3][5]. Surplus Fund Allocation - The surplus funds from the "Chongqing Smart Manufacturing Base Project" are estimated at RMB 15,593.39 million, which will be partially allocated to the "Smart Home Product Industrialization Base Project" and the remainder will be used to supplement working capital [6][8]. - The company plans to transfer RMB 4,153.97 million to cover payment gaps for the Smart Home Product Industrialization Base Project [6]. Project Completion and Fund Management - The completion of the aforementioned projects meets the conditions for project closure, and the company will proceed with the closure of relevant fundraising accounts while retaining accounts for ongoing projects [7][9]. - The company emphasizes prudent management of surplus funds to enhance operational efficiency and ensure compliance with regulatory requirements [8][10]. Approval Process - The board of directors and the supervisory board have approved the allocation of surplus funds without the need for a shareholder meeting, ensuring compliance with relevant regulations [9][10].

Market Performance - The CSI Consumer Electronics Index decreased by 0.5%, the CSI IoT Index fell by 0.7%, the National Robot Industry Index dropped by 2.3%, and the CSI Smart Electric Vehicle Index declined by 4.5% this week [1] - The E Fund Robot ETF (159530) saw a net inflow of 130 million yuan this week, ranking first among all robot ETFs in the market [1] Market Forecast - IDC predicts that the global robot market will exceed 400 billion USD by 2029, with China accounting for nearly half of this market [1] - In 2024, the global shipment of commercial service robots is expected to surpass 100,000 units, with Chinese manufacturers holding an 84.7% market share [1] - IDC highlights that embodied intelligent robots are a significant direction for the development of robot intelligence, catering to diverse and complex application scenarios [1] Index Valuation - The rolling price-to-sales ratios for the indices are as follows: National Robot Industry Index at 4.7x, CSI Smart Electric Vehicle Index at 26.0x, CSI Consumer Electronics Index at 47.1x, and CSI IoT Index at 27.2x [2] - The valuation percentiles indicate that the National Robot Industry Index is at the 98.5th percentile, the CSI Smart Electric Vehicle Index at the 64.3rd percentile, the CSI Consumer Electronics Index at the 83.9th percentile, and the CSI IoT Index at the 21.5th percentile [2] Sector Insights - The National Robot Industry Index consists of humanoid, industrial, and service robots, with humanoid robots making up 53%, service robots 17%, and industrial robots 30% [4] - The CSI Smart Electric Vehicle Index focuses on smart electric vehicles, which are expected to be a representative direction for embodied intelligence, covering various segments of the industry chain [5] - The CSI Consumer Electronics Index emphasizes AI hardware, which is currently the main category of smart terminal products, including companies involved in component production and complete product design [6] - The CSI IoT Index focuses on the Internet of Things, which is essential for achieving connectivity among smart terminals, comprising companies involved in information collection, transmission, and IoT applications [7]

格隆汇8月1日丨萤石网络(688475.SH)公布，公司首次公开发行股票募集资金投资项目（以下简称"募投 项目"）"萤石智能制造重庆基地项目"、"新一代物联网云平台项目"、"智能家居核心关键技术研发项 目"和"萤石智能家居产品产业化基地项目"已完成投入或达到预定可使用状态，满足结项条件，公司决 定将上述募投项目全部结项。 "萤石智能制造重庆基地项目"结项后，预计节余募集资金15,593.39万元（不包含未来现金管理收益及利 息净额，实际金额以资金转出当日专户余额为准）。为满足公司业务发展需要，提高募集资金使用效 率，结合公司实际经营情况，公司拟将该项目节余的募集资金部分转入"萤石智能家居产品产业化基地 项目"，用于补足该募投项目已签订合同但未达到支付条件的项目建设尾款及未到期质保金等款项的支 付缺口，部分永久补充流动资金。 ...

Group 1 - Xiamen Jinlianjia Technology Co., Ltd. has been established recently, with Chen Shaohua as the legal representative [1] - The company's business scope includes IoT application services, investment activities with self-owned funds, marketing planning, and sales of building materials and decorative materials [1] - Jinlianjia Technology is wholly owned by Golden Home (603180) through indirect shareholding [1]

二〇二五年八月 成都秦川物联网科技股份有限公 司 2025 年第一次临时股东大会 成都秦川物联网科技股份有限公司 2025 年第一次临时股东大会会议资料 证券代码：688528 证券简称：秦川物联 成都秦川物联网科技股份有限公司 会议资料 成都秦川物联网科技股份有限公司 目 录 附件八： 成都秦川物联网科技股份有限公司 2025 年第一次临时股东大会会议资料 成都秦川物联网科技股份有限公司 根据《中华人民共和国公司法》 《中华人民共和国证券法》 《上市公司股东会 规则》 《成都秦川物联网科技股份有限公司章程》 《成都秦川物联网科技股份有限 公司股东大会议事规则》等有关规定，特制定成都秦川物联网科技股份有限公司 （以下简称"公司"）2025 年第一次临时股东大会会议须知： 一、股东大会期间，全体出席人员应以维护股东的合法权益、确保大会的正 常秩序和议事效率为原则，自觉履行法定义务。 二、股东及股东代理人参加股东大会依法享有发言权、质询权、表决权等权 利。 三、要求发言的股东及股东代理人，应当按照会议的议程，举手示意并经会 议主持人许可方可发言。股东及股东代理人发言或提问应围绕本次股东会议的议 题进行，简明扼要， ...