登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：301502 证券简称：华阳智能 公告编号：2025-029 公司是否需追溯调整或重述以前年度会计数据 □是 R否 （二） 非经常性损益项目和金额 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 3.第一季度报告是否经过审计 □是 R否 一、主要财务数据 （一） 主要会计数据和财务指标 R适用 □不适用 单位：元 其他符合非经常性损益定义的损益项目的具体情况 □适用 R不适用 公司不存在其他符合非经常性损益定义的损益项目的具体情况。 将《公开发行证券的公司信息披露解释性公告第1号——非经常性损益》中列举的非经常性损益项目界 定为经常性损益项目的情况说明 □适用 R不适用 公司不存在将《公开发行证券的公司信息披露解释性公告第1号 ...

4月25日晚，瑞晟智能(688215.SH)同时发布2024年年度报告及2025年一季报，报告显示，2024年公司实 现收入38755.34万元，比上年同期增加4.14%，实现归属于上市公司股东的净利润1600.07万元，比上年 同期增加41.85%，实现归属于上市公司股东的扣除非经常性损益的净利润1032.86万元，比上年同期增 加26.74%。公司一季度业绩继续保持大幅增长，实现营收7007.3万元，实现归属于上市公司股东的净利 润199.71万元，比上年同期增加29.18%，实现归属于上市公司股东的扣除非经常性损益的净利润67.2万 元，比上年同期增加34.76%。这一增长主要归因于本报告期内产品毛利率的提升。 资料显示，公司是一家专业的智能工厂解决方案供应商，专注于工业生产中的智能物料传送、仓储、分 拣系统、智能消防排烟及通风系统的研发、生产及销售。公司的智能物流系统产品下游客户主要集中于 服装、家纺、家居等缝制行业，公司可以为其提供自动化、数字化、智能化的工厂内部生产物流整体解 决方案。同时公司的产品也应用到汽车零部件、洗涤、快递输送分拣、安全座椅等行业中。 公司表示，公司是业内少数能够自主研发和生 ...

Group 1 - The core viewpoint emphasizes that intelligent manufacturing is a key driver for high-quality development in China's manufacturing sector, with central enterprises playing a crucial role in this transformation [2][4]. - The National Intelligent Manufacturing Standard System Construction Guide (2024) aims to revise and establish over 100 national and industry standards by 2026, supporting the development of intelligent manufacturing [3][5]. - The guide highlights the integration of digitalization in equipment manufacturing, focusing on creating a new value system that combines physical equipment with data assets [3][4]. Group 2 - As of now, China has released 472 national standards and over 50 international standards for intelligent manufacturing, with 135 pilot projects to accelerate standard implementation [3]. - The construction of intelligent factories is progressing, with over 30,000 basic-level intelligent factories established, covering 80% of major manufacturing categories [6][7]. - Central enterprises are actively investing in intelligent manufacturing, leading to significant improvements in production efficiency and product quality through automation and digitalization [6][9]. Group 3 - The intelligent factory of China Coal Technology & Engineering Group has implemented advanced systems, achieving a product qualification rate of 99.61% and a 100% connectivity rate for key equipment [8]. - The establishment of the Central Enterprise Intelligent Manufacturing Collaborative Innovation Platform aims to enhance standardization and technology dissemination within the industry [9]. - The Ministry of Industry and Information Technology plans to strengthen key technology innovation and deepen the cultivation of intelligent factories as part of the intelligent manufacturing upgrade [5][6].

在智能装备制造业务，公司智能伺服硫化机与机器人核心部件及成套装备等均实现增长，公司不断拓展 与工业机器人本体制造企业、自动化企业的合作，逐步打开国产减速器应用市场。据了解，公司RV减 速器在高精度、高稳定性、耐久性和一致性等方面均可以达到"国产化替代"进口水平，是打破高精密 RV减速机国外品牌垄断的优质"国产制造"。目前，公司RV减速器主要应用于20公斤及以上的多关节工 业机器人、工业机器人外部轴、数控机床高精密转台等，包括E系列、C系列和T系列，品种发展到30多 个，满足6KG至600KG主流机器人应用，技术品质较高、规格较齐全。 人形机器人作为RV减速器的重要潜力市场，公司长期密切关注市场发展和行业趋势。报告期内，公司 对适应于人形机器人的RV减速器进行研发、试制。公司最新研发的可适用于人形机器人的XT减速器产 品，样机已经装配完成，目前正在进行内部检测，尚未量产。 当前减速器企业正处于快速发展与技术创新的关键时期，公司将通过加大研发投入、拓展产品线、优化 生产流程以及深化市场布局，不断提升公司在机器人关键零部件的技术实力和市场竞争力。 展望未来，公司硫化机订单将驱动公司业绩稳定增长， RV减速器国产化将 ...

2025年一季度，新津已实现固定资产投资增长14.1%，完成省市重点项目投资21.2亿元，经济建设实 现"开门红"。今年，新津共策划储备政府及国有企业投资项目256个，总投资510亿元，年度计划投资61 亿元。同时，成功申报省市重点项目27个（含续建项目），总投资289亿元，年度计划投资70亿元。不 仅如此，新津还同步推进宝湾物流、中铁二期、华远、中材科技（002080）、云津云港等重大社会投资 项目开工建设。 此外，新津已确定2025年为"园区提质增效年"，在做大做强绿色食品、新能源、轨道交通三大主导产业 的同时，将通过培育壮大新型材料、智能制造装备等新兴产业，构建具有显示度和竞争力的"3+2+N"先 进制造产业体系。截至目前，新津入驻工业企业758家、规上工业企业245家、世界500强企业18家，聚 焦了一大批优质新质工业企业。 据介绍，高新智能装备制造基地项目（一、二期）总投资约10亿元，项目预计投产后将实现年产盾构机 11台、钢结构5万吨以及隧道施工专用设备50台套的强大生产能力，年产值突破18亿元。二期项目涵盖 联合厂房、打砂涂装车间、危废处理设施及研发大楼等16个建筑单体，总建筑面积约4万平方米。 ...

Group 1 - The article highlights a significant decline in certain financial metrics for the year 2024 compared to 2023, with a notable drop of 89.47% in one key figure [1] - The overall performance of various financial entities shows mixed results, with some experiencing declines while others show slight increases [2] - Specific companies such as Morgan Stanley and Barclays Bank report varying performance metrics, indicating a competitive landscape in the financial sector [2] Group 2 - The data indicates a substantial decrease in profitability for some firms, with a reported 88.1% drop in one instance [1] - The financial sector is facing challenges, as evidenced by the overall negative percentage changes across multiple companies [2] - The report suggests a need for strategic adjustments within the industry to address the declining performance metrics [1][2]

Core Viewpoint - The company is a leading manufacturer of high-end intelligent equipment, focusing on new energy battery production and organic silicon equipment, with a strong emphasis on innovation and sustainable development in the energy transition [5][9]. Company Overview - The company specializes in high-end intelligent equipment manufacturing, including new energy battery equipment and organic silicon equipment, and is recognized as a leader in the domestic market for continuous automatic mixing equipment for new energy batteries [5]. - It is the first company in China to provide integrated solutions for the intelligent manufacturing of lithium-ion and sodium-ion battery electrodes, with applications in various types of new energy batteries [5]. Product Lines - **Lithium (Sodium) Battery Production Equipment**: The company offers a range of products including fully automatic production lines for lithium (sodium) battery electrodes and various specialized machines for battery production [6][7]. - **Organic Silicon Production Equipment**: The product line includes automatic production lines for solar photovoltaic adhesives, silicone rubber, and various other silicone-based materials [8]. Future Outlook - The company aims to focus on breakthroughs in solid-state battery technology, enhancing production efficiency and performance to meet market demands for high energy density and safety [9]. - Plans include expanding the application of silicon-based anode materials and developing upstream resources for lithium and rare metals to enhance competitive advantage [9]. - The establishment of a circular economy system through intelligent disassembly equipment for battery recycling is also a key focus, promoting resource recycling and green development [9]. - The company is committed to becoming a core competitive player in the new energy sector through technological innovation and industry chain integration [9].

Core Viewpoint - The company,拓斯达, reported a significant decline in revenue and net profit for 2024, marking its first loss since going public, primarily due to a drastic drop in its smart energy and environmental management systems business, while its core businesses in industrial robots and CNC machine tools showed strong growth [1][4][5]. Revenue and Profit Summary - In 2024, the company achieved revenue of 2.872 billion yuan, a year-on-year decline of 36.92%, and a net profit of -245 million yuan, indicating the first loss since its establishment [1]. - The smart energy and environmental management systems business saw a revenue drop of over 50%, significantly impacting overall profitability [4][5]. Business Performance Analysis - The company's automation application systems business declined by 33.74% due to strategic contraction, while self-produced multi-joint robots experienced a revenue increase of 76.04%, with total shipments exceeding 8,000 units [3][5]. - The industrial robot segment's revenue grew by 12.50%, with a gross margin increase of 3.93 percentage points, and the electric injection molding machine orders surged by 150% [5][6]. Strategic Transformation - The company is undergoing a strategic transformation by focusing on standardized, replicable core products and reducing low-margin, highly customized project-based businesses [3][4]. - The company plans to further shrink its project-based business and adjust subsidiary equity to reduce reliance on the smart energy and environmental management systems business [6][7]. Technological Advancements - The company is committed to developing embodied intelligence and integrating IT with operational technology, aiming to create a seamless connection between the physical and digital worlds [7][8]. - The new X5 motion control platform, which integrates with AI models, has been successfully implemented in the 3C industry, enhancing efficiency by 40% [7][8]. Future Outlook - The company aims to complete a closed-loop chain of "technical breakthroughs, scene implementation, and ecological construction" over the next decade, focusing on solving manufacturing pain points through product definition based on real scenarios [8]. - The first quarter of 2025 showed a continued positive trend, with product business revenue increasing by 8.87%, driven by strong demand in emerging industries [8].

Core Viewpoint - The company, LianDe Equipment, reported a revenue of 1.396 billion yuan for 2024, marking a year-on-year increase of 15.63%, and a net profit of 243 million yuan, up 37.06% year-on-year. The company plans to distribute a cash dividend of 2.0 yuan per 10 shares, totaling 36.01 million yuan, which is a historical high for the same period [1]. Group 1: Financial Performance - In 2024, LianDe Equipment achieved a revenue of 1.396 billion yuan, reflecting a 15.63% increase compared to the previous year [1]. - The net profit attributable to the parent company reached 243 million yuan, representing a 37.06% year-on-year growth [1]. - The company plans to distribute a cash dividend of 2.0 yuan per 10 shares, totaling 36.01 million yuan, which is the highest amount for the same period in history [1]. Group 2: Business Focus and Product Offerings - LianDe Equipment is focused on high-end intelligent manufacturing, providing comprehensive solutions in new semiconductor displays, automotive intelligent cockpits, semiconductor packaging and testing, and green energy [1][2]. - The company has a complete equipment layout in the new semiconductor display field, covering major production processes in the module segment, including binding, laminating, AOI inspection, and film coating [1]. - In the automotive intelligent cockpit system equipment sector, the company is expected to capture a larger market share due to the increasing demand driven by the acceleration of automotive intelligence [1]. Group 3: Research and Development - The company has a strong emphasis on technology research and development, with R&D investment accounting for 8.65% of revenue in 2024, and over 10% in the previous two years [3][4]. - As of December 31, 2024, the company employed 409 R&D personnel, making up 26.66% of its total workforce, and has obtained 272 authorized patents [4]. - The company successfully developed a large-size TV binding line equipment, which is the only supplier in China with mass production capabilities for panels larger than 100 inches [4]. Group 4: Customer Base and Market Presence - LianDe Equipment has established long-term stable relationships with numerous well-known domestic and international clients, including major manufacturers and brands in the display sector [5][6]. - The company has accumulated a strong customer base, including several Fortune 500 companies, and has successfully expanded its market presence in Europe, Southeast Asia, and North America [6]. Group 5: Competitive Positioning - The company has demonstrated a notable increase in sales gross margin, exceeding 37% last year, and achieving a weighted average return on equity of 13.63%, both marking multi-year highs [7]. - LianDe Equipment's rolling P/E ratio is 22.81, indicating a favorable cost-performance ratio compared to peers in the optical and electronic sector [7][8].

Core Viewpoint - The company achieved significant revenue and profit growth in 2024, but faces challenges in cash flow management [1][6][7] Financial Performance - The company reported total revenue of 1.396 billion yuan, a year-on-year increase of 15.63% [1] - Net profit attributable to shareholders reached 243 million yuan, up 37.06% year-on-year [1] - Non-recurring net profit was 229 million yuan, reflecting a 40.92% increase compared to the previous year [1] - Operating cash flow net amount decreased by 41.84% year-on-year, totaling 71.29 million yuan, indicating cash flow management issues [6] Business Operations - The company specializes in the research, production, and sales of new semiconductor display intelligent equipment, automotive intelligent cockpit systems, semiconductor packaging and testing equipment, and new energy equipment [4] - Significant progress was made in the semiconductor display automation module equipment sector, successfully entering new application fields such as automotive electronics [4] Technological Innovation - The company achieved notable growth through enhanced technological reserves and product research and development [5] - Key technologies developed include high vacuum curved surface bonding technology, material mechanics simulation technology, and machine vision control technology [5] - The company’s R&D investment totaled 121 million yuan, accounting for 8.65% of total revenue, highlighting its commitment to innovation [5] Cash Flow Management Challenges - The company’s financing activities resulted in a net cash flow of -219 million yuan, a decrease of 221 million yuan year-on-year [7] - Investment activities also showed a net cash flow of -82.90 million yuan, indicating financial pressure [7] - There is a need for improved cash flow management to maintain financial health amid rapid expansion [6][7] New Energy Equipment Opportunities - The company made significant advancements in the new energy equipment sector, focusing on lithium battery packaging and automation equipment [8] - Increased R&D investment in perovskite-related process equipment aims to capture industry growth opportunities [8] - The company is positioned to achieve greater breakthroughs in the new energy sector, potentially driving further revenue growth [8]