原标题：中非合作彰显科技成色 6月12日，第四届中国—非洲经贸博览会（以下简称"博览会"）在湖南省长沙市开幕。亚瑟雷乌·苏· 亚西尔早早地来到长沙国际会展中心主展馆，开始了他的参展行程。"你好，我是来自莫桑比克的客 商，请问莫桑比克场馆怎么走？"在博览会翻译服务区，亚瑟雷乌·苏·亚西尔隔着一块透明玻璃屏，向中 国工作人员问路。科技日报记者了解到，这块特殊玻璃是由中国企业科大讯飞研制的全球首款多语种 AI透明屏，能帮助语言不通的双方实现无障碍交流。 博览会琳琅满目的展品，映照出科技已渗透到中非经贸合作的方方面面。 在中非工业化和农业现代化合作成果展区，一张照片引起了记者的注意。图中，中方工作人员正为 自动气象站安装能见度传感器。这张图片，是2024年3月完成交接的援刚果（金）气象项目的生动写 照。通过建立完善的气象综合观察网和预报服务体系，刚果（金）气象防灾减灾和应对气候变化的能力 大大提升。 数字经济与技术加速着非洲国家现代化进程。2024年，中方企业参与建设的Africa环非洲海缆项目 部分段投产。这个"一带一路"基础设施建设项目，有望为30亿用户带来更高效便捷的国际连接。 在博览会主宾国之一的尼日利亚展区 ...

Group 1 - The company has been deeply engaged in the mining machinery manufacturing industry for 20 years, focusing on key mineral processing stages, and successfully listed on the Shenzhen Stock Exchange's Growth Enterprise Market in 2020 [1] - The company produces three main categories of products: mineral processing equipment, spare parts, and mining pipelines, while also providing mineral processing system solutions and services [1] - The global mineral processing equipment market is expected to continue expanding due to the upward cycle of the mining industry, with a projected copper exploration budget of $3.2 billion in 2024, which is $1.5 billion lower than the previous peak [1] Group 2 - The company is at the forefront of technology in rubber wear parts and slurry pumps, with innovations in composite lining materials and structures, and plans to complete a technology upgrade project by December 2025 [2] - The company’s self-developed large slurry pumps can compete with similar products from European and American companies, and the ceramic slurry pump has entered the market promotion stage [2] Group 3 - The company is steadily advancing its global strategy, with subsidiaries increasing stakes in foreign companies and expanding operations in South America, including a factory in Zambia and a factory in Chile to meet growing orders [3] - The establishment of overseas bases will allow Chinese mining companies to procure locally, and the company plans to set up supporting after-sales services in these regions [3] Group 4 - The company is expected to benefit from the rising mining cycle and strong expansion intentions from downstream mining enterprises, with projected revenues of 1.314 billion, 1.602 billion, and 1.854 billion yuan for 2025, 2026, and 2027 respectively, showing year-on-year growth rates of 17.1%, 21.9%, and 15.8% [4] - The net profit attributable to the parent company is expected to be 148 million, 198 million, and 248 million yuan for the same years, with growth rates of 26.8%, 33.9%, and 25.4% respectively [4]

工业金属 矿服主业稳健成长，资源板块打开空间 金诚信（603979.SH） 证券研究报告/公司深度报告 2025 年 06 月 10 日 | 评级： | 买入（首次） | 公司盈利预测及估值 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 指标 | 2023A | | 2024A | 2025E | 2026E | 2027E | | 分析师：谢鸿鹤 | | 营业收入（百万元） | | 7,399 | 9,942 | 12,124 | 13,241 | 15,557 | | | | 增长率 yoy% | | 38% | 34% | 22% | 9% | 17% | | 执业证书编号：S0740517080003 | | 归母净利润（百万元） | | 1,031 | 1,584 | 2,056 | 2,458 | 3,059 | | Email：xiehh@zts.com.cn | | 增长率 yoy% | | 69% | 54% | 30% | 20% | 24% | | | | 每股收益（元） | | 1 ...

全球与中国浮选机转子市场深度监测及投资风险展望报告2025-2031年 【内容部分有删减·详细可参中智信投研究网出版完整信息！】 【免费售后 服务一年，具体内容及订购流程欢迎咨询客服人员 】 报告目录 【全新修订】：2025年5月 【出版机构】：中智信投研究网 1 浮选机转子市场概述 1.1 产品定义及统计范围 1.2 按照不同产品类型，浮选机转子主要可以分为如下几个类别 1.2.1 全球不同产品类型浮选机转子销售额增长趋势2020 VS 2024 VS 2031 1.2.2 聚氨酯转子 1.2.3 橡胶转子 1.3.2 机械搅拌式浮选机 1.3.3 压气式浮选机 1.3.4 混合式浮选机 1.4 浮选机转子行业背景、发展历史、现状及趋势 1.4.1 浮选机转子行业目前现状分析 1.4.2 浮选机转子发展趋势 2 全球浮选机转子总体规模分析 2.1 全球浮选机转子供需现状及预测（2020-2031） 2.1.1 全球浮选机转子产能、产量、产能利用率及发展趋势（2020-2031） 2.1.2 全球浮选机转子产量、需求量及发展趋势（2020-2031） 2.2 全球主要地区浮选机转子产量及发展趋势（2020-2 ...

Core Viewpoint - Shanxi Keda Control Co., Ltd. held its 2024 annual shareholders' meeting, approving key proposals including the annual report and profit distribution plan, and electing a new board of directors [1] Group 1: Company Overview - Keda Control was established in October 2000 and went public on the Beijing Stock Exchange in November 2021, becoming the first company in the smart mining construction industry listed there [4] - The company focuses on applying industrial internet technology for smart mining construction and urban public facility upgrades, pioneering an "Internet of Things+" service model [4] Group 2: Financial Performance - In 2024, Keda Control achieved operating revenue of 434 million yuan and a net profit attributable to shareholders of 35 million yuan [4] - By the end of 2024, the company's total assets reached 1.496 billion yuan, reflecting a year-on-year growth of 20.98% [4] Group 3: Technological Advancements - Keda Control made significant progress in the field of special robots for mining, with 73 related intellectual property rights, including 62 patents (35 of which are invention patents) [4] - Four types of inspection and transportation robots have been deployed in various coal mines, generating economic benefits [4] Group 4: New Energy Business Growth - The new energy charging and swapping business saw explosive growth in 2024, with revenue increasing by 208.65%, becoming the company's biggest highlight [5] - Since entering the new energy sector in 2021, revenue surged from 3 million yuan in 2022 to 97 million yuan in 2024, marking over a 32-fold increase in three years [5] - The new energy business's share of total revenue rose from 1.00% in 2022 to 22.42% in 2024, establishing Keda Control as a leading player in the community charging segment [5] Group 5: Strategic Partnerships - In November 2024, Keda Control signed a strategic cooperation agreement with Hainan Tourism Investment Group's subsidiary to develop the "Hainan Style Vehicle" brand, focusing on investment and management of new energy vehicle charging facilities [5] - The project is progressing steadily and is expected to provide new profit growth opportunities for the company once implemented [5] Group 6: Future Outlook - The chairman, Fu Guojun, indicated that due to cyclical industry impacts, the smart mining business is under pressure, and the company will focus on strengthening its core while aggressively developing the new energy business [10] - The company is also nurturing a third growth curve, although specific details remain confidential [10]

Group 1 - Guangdong's multiple departments are actively promoting safety risk prevention actions, including "Hidden Danger Investigation and Governance Year" and "10,000 Experts Going to the Grassroots" to enhance safety in key areas such as human defense systems, non-coal mines, and special equipment [1] - The provincial emergency management department organized an expert group to provide safety guidance and training for tailings ponds during the flood season, identifying issues such as missing tailings operation plans and non-compliant specifications [1] - A training session was held to interpret technical standards for hidden disaster factors in tailings ponds, helping enterprises recognize their shortcomings and commit to improving safety measures [1] Group 2 - The provincial market supervision bureau organized experts to conduct safety inspections and guidance for special equipment in enterprises, emphasizing the importance of safety management systems, personnel training, and emergency response [2] - Specific rectification suggestions were provided to enterprises based on identified safety issues, aimed at enhancing their safety prevention capabilities [2] - The provincial human defense office conducted detailed safety checks in multiple cities, identifying and resolving 36 safety hazards related to fire safety and hazardous materials storage [2][3] Group 3 - Feedback on identified hazards was promptly communicated to relevant departments for immediate rectification, with ongoing supervision and monitoring emphasized [3] - Safety production training sessions were organized, covering over 100 safety management personnel and employees, effectively enhancing awareness and emergency response capabilities in the human defense system [3]

智通财经6月6日电，市场监管总局（国家标准委）近期下达一批矿山安全强制性国家标准制修订专项计 划，为矿山安全生产和安全监管监察提供标准助力。本批计划共34项，按照"一件事、全链条"的原则， 基本覆盖矿山建设、矿井通风与防尘、火灾与水害防治、尾矿库安全、隐蔽致灾因素普查、煤矿仪器仪 表、矿山智能化以及安全管理等重点领域。其中，29项为首批矿山安全领域强制性行业标准转化为强制 性国家标准项目，对推动矿山安全高质量发展具有重要支撑作用。 34项矿山安全强制性国家标准专项计划下达 ...

Performance Review - Company reported 1Q25 financial data: revenue of 5.876 billion yuan, a year-on-year increase of 14.6%, gross profit of 1.428 billion yuan, a year-on-year increase of 11.8%, and net profit attributable to shareholders of 635 million yuan, a year-on-year increase of 23.2%, meeting expectations [1]. Development Trends Mining Equipment - Domestic demand remains resilient, with positive outlook for overseas expansion of mining trucks. Domestic coal prices are in a downward trend due to weak demand. Current demand for tunneling machines and wide-body trucks is strong, while hydraulic support prices are under intense competition. The company expects good growth for overseas wide-body trucks and large mining trucks, driven by product upgrades and reduced overall user costs, indicating significant long-term growth potential in large mining trucks and related aftermarket [1]. Logistics Equipment - Demand for port machinery is on the rise, with expansion of new products overseas. Starting in 2023, global demand for port equipment is recovering, with full orders for large port machinery and gradually strengthening order profitability. Exports of small port machinery products remain robust in Asia, Africa, and Latin America. Over the past three years, the company has aggressively expanded new products like telescopic forklifts in the European and American markets, currently producing in India to address tariff issues. The company is optimistic about the trend towards electrification of small port machinery and the continued expansion of new products overseas [1]. Oil and Gas Equipment - Demand and profitability are expected to recover. In 2024, revenue and profitability declined due to major clients' cost-cutting measures. The company anticipates marginal recovery in industry demand in 2025, with strengthened internal management to restore market share [2]. New Industries - Focus on cost reduction and efficiency improvement, expanding overseas application scenarios. In 2024, the company will enhance management reforms for new industries, readjusting businesses with intense competition and limited profitability. It is expected that operating losses in new industries will significantly narrow in 2025, optimizing the efficiency and return rate of existing assets [2]. Profit Forecast and Valuation - The company maintains the 2025 EPS forecast at 0.70 yuan and introduces the 2026 EPS forecast at 0.81 yuan. The current stock price corresponds to 7.9x/6.7x P/E for 2025/2026. Considering the improvement prospects in new industry profitability, the target price is raised by 25% to 7.10 HKD, corresponding to 9.5x/8.1x P/E for 2025/2026, indicating a 21% upside potential, maintaining an outperform rating [2].

近日，福建省自然资源厅、福建省应急管理厅、国家矿山安全监察局福建局联合印发《关于做好长期停 工停产地采矿山复工复产有关事项的通知》，加强对长期停工停产地采矿山的安全监管和风险防范，确 保矿山生产工作得以安全有序进行。 一是做好复工复产前准备工作。明确已过期的地采矿山在消除停工停产因素后，可申请办理采矿权顺延 手续。在采矿权顺延期间，矿山企业可开展复工复产准备工作，但不得开采。 三是开展补充勘查及储量核实。明确矿山企业在完成安全预评价后，可按相关技术规范开展补充勘查及 储量核实工作，并细化了补充勘查、储量核实的具体要求。 四是办理采矿权延续登记。明确矿山企业在完成矿业权登记相关准备工作后，对符合规划管控要求和准 入条件的，可申请办理采矿权延续登记。 五是办理安全生产许可。强调对取得合法采矿权的矿山在通过安全设施设计审查后，方可进行施工建 设。在施工竣工验收合格后，申请颁发安全生产许可证，取得安全生产许可证后方可进行生产。 六是加强监管和责任落实。进一步明确属地和职能部门监管责任，强化企业主体责任。 二是严格落实复工复产前安全措施。明确矿山企业在办理采矿权顺延手续后，按规定启封已密闭的矿 井，做好抽水、通风等工作 ...

Group 1 - The core viewpoint of the news is the initiation of a three-month safety production hazard investigation and rectification action in Shandong, starting from May 31 to August 31, aimed at preventing production safety accidents [1][2] - The action will cover all key industries, enterprises, facilities, personnel, and critical links to ensure comprehensive risk management without any blind spots [1] - The notification emphasizes the principle of "party and government responsibility, dual responsibility for one position, joint management, and accountability for negligence," focusing on preventing major risks, eliminating significant hazards, and curbing major accidents [1][2] Group 2 - The notification requires all relevant departments to prioritize the hazard investigation and rectification action, clarify responsibilities, and improve work mechanisms [2] - It stresses the importance of enterprises taking primary responsibility, guiding them to conduct self-inspections and identify hazards in equipment, processes, and management [2] - The action will also involve enhancing daily supervision of safety production, innovating safety regulation methods, and advancing the construction and application of safety production risk monitoring and early warning systems in key industries [2]