每经记者｜赵李南 每经编辑｜董兴生 12月3日，实达集团（SH600734，股价6.15元，市值133.97亿元）发布公告称，其全资孙公司博乐市中 科融通物联信息科技有限公司（以下简称"博乐公司"）超过5年的坏账有了以房抵债和分期支付方案。 《每日经济新闻》记者注意到，博乐公司这笔总额约1373.72万元的应收账款，因账龄超过五年，此前 已被实达集团在财务报表中全额计提了预期信用损失。 通过此次交易，博乐公司将获得位于新疆博乐市的14套住宅房产及后续的现金回款，预计形成的收益将 超过实达集团最近一期经审计净利润的50%。 账龄已超五年的坏账"起死回生" 2017年，彼时的博乐公司承接了博乐市乡镇街道（村队、社区）监控建设项目（四标）。该项目合同金 额达2037.53万元，博乐公司在2017年11月确认了1741.48万元的收入。2021年7月，经第三方机构审定及 业主单位认可，审定金额最终确认为1968.25万元。 然而，工程款的回收却异常坎坷。在随后的几年里，尽管博乐公司收到了一部分款项，但截至2025年9 月30日，仍有1373.72万元的应收账款未收回。 到了2025年9月30日，这笔账龄已超过五年的款 ...

| | 场景、销售渠道、供应链管理上形成优势互补与深度协同，进一步拓 | | | | | --- | --- | --- | --- | --- | | | 展在智能交互显示等 领域的产业布局，进一步巩 | AIoT | 领域以及 | RFID | | | 固现有行业的优势地位，有效延伸现有产品链、拓宽市场边界、打开 | | | | | | 新的业务增长空间，全面提升企业综合竞争力与可持续发展能力。 | | | | | 关于本次活动是 | | | | | | 否涉及应披露重 | 无 | | | | | 大信息的说明 | | | | | | 活动过程中所使 | | | | | | 用的演示文稿、 | | | | | | 提供的文档等附 | 无 | | | | | 件（如有，可作 | | | | | | 为附件） | | | | | 2 | | ☑特定对象调研 ☐分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 ☐业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | ☐现场参观 | | | ☑其他（线上交流） | | 参与单位名称 | 中信证券 | | 时间 | 202 ...

第十届"创客中国"中小企业创新创业大赛颁奖现场 （来源：新疆工商联） 近日，第十届"创客中国"中小企业创新创业大赛全国总决赛在河南郑州落幕。克拉玛依市新疆金牛能源物联网科技股份有限公司（以下简称：金牛物联） 凭借"无感知配置技术推广与应用"项目，从全国3.7万余个参赛项目中脱颖而出，以并列36名的优异成绩，斩获企业组三等奖，创下新疆企业参赛历史最 佳排名。 "创客中国"大赛是由工信部、财政部联合主办，本届赛事覆盖34场区域赛、16场专题赛及1场境外区域赛，520个优质项目晋级全国评审，聚焦物联网、新 能源、智能装备等前沿赛道。 金牛物联的"无感知配置技术"，精准破解了工业物联网人工配置参数繁琐、运维成本高的痛点，实现了设备首次配置后可任意更换位置、即装即用与构建 全生命周期管理体系，全流程状态可追溯两大关键突破。目前，已在新疆油田等能源领域落地，为推动能源行业数字化转型提供了重要技术支撑。 金牛物联参赛代表进行项目介绍 近年来，克拉玛依市始终聚焦民营经济高质量发展，先后出台《克拉玛依市关于加大科技投入的实施意见》《克拉玛依市关于支持民营企业高质量发展的 若干措施》等政策文件，积极搭建服务平台，着力培育创新型中 ...

Core Viewpoint - The company, Sichuang Medical Technology Co., Ltd., has undergone significant leadership changes, with the resignation of Chairman Xu Yiran and the appointment of Wei Naixu as the new chairman and legal representative, indicating a restructuring effort within the company's governance [1][2]. Leadership Changes - Xu Yiran resigned from his positions as Chairman, Strategic Decision Committee Chair, and Audit Committee member to facilitate governance optimization, while remaining a board member [1]. - Wei Naixu was elected as the new Chairman and legal representative of the company, with his term starting from the approval date of the board meeting [1]. - Wu Weibin was appointed as the new Deputy General Manager, with his term also starting from the same board meeting [1]. Shareholding and Control - Wei Naixu indirectly holds 20,732,440 shares (1.85% of total shares) through Cangnan Xinchuan and has control over 63,890,185 shares (5.72%) via Cangnan Xincheng, making him the actual controller of the company with a total of 83,471,940 shares (7.47%) after a pending share transfer [2]. - After the share transfer is completed, Wei Naixu will control a total of 147,362,125 shares (13.18% of total shares) [2]. Company Background - Sichuang Medical Technology Co., Ltd. was established in 2003 and listed on the Shenzhen Stock Exchange in April 2010, recognized as a leading provider of smart medical and IoT application solutions [5]. Financial Performance - The company has faced significant financial challenges, reporting continuous net profit losses over the past five years, with cumulative losses exceeding 3 billion yuan [6]. - In the latest financial report, the company achieved a revenue of 603.8 million yuan in the first three quarters, a year-on-year increase of 6.95%, but still reported a net loss of 4.762 million yuan [6].

我们先来看两组数据。 根据Counterpoint Research的报告，5G RedCap模组出货量在2025年第二季度实现了同比近800%的惊人激增。这一数据如同一声惊雷，宣告了RedCap商业 化的大幕已然拉开。 然而，这一惊人的增长并非孤立的数字狂欢，而是一个宏大序章的开端。根据物联网智库的调研分析，5G Redcap出货量在2025年底将突破1000万，可穿 戴、车载、MiFi、CPE等多个领域规模上量，AI陪伴类等新终端正在孵化。 放眼未来，据Transforma Insights预测，到2034年，全球物联网连接总数将突破400亿，其中蜂窝物联网连接将增长超过三倍，达到67亿。 在这场通往400亿连接的宏大征程中，我们更需要一份冷静的审视。 这一惊人的百分比增长，很大程度上源于去年同期几乎可以忽略不计的微弱基数，它更像是一个从0到1的信号，而非从1到100的成熟爆发。 RedCap的真实处境，并非一片坦途。它既是填补5G物联网版图空白的关键拼图，也正面临着成本、生态和市场定位的多重挑战。本文旨在拨开增长率的 迷雾，客观评价RedCap的真实作用，犀利指出其发展中的核心问题，并探讨其破局之路。 ...

投资者关系活动记录表 编号：2025-039 投资者关系活动 类别 ☑ 特定对象调研 □分析师会议 □媒体采访 □新闻发布会 ☑ 现场参观 □业绩说明会 □路演活动 □其他： 参与单位名称 华夏基金 浙商证券 时间 2025 年 12 月 2 日 地点 公司会议室 上市公司接待人 员姓名 副总经理、董事会秘书 向碧琼女士 证券事务代表 王占超先生 投资者关系活动 主要内容介绍 一、基本情况介绍 公司是专业从事物联网智能化产品的研发、生产和销售的高 新技术企业、专精特新"小巨人"企业，以通信、定位、AI等技 术应用为核心，基于自研无线通信模组，为物联网众多应用场景 提供智能终端产品及配套解决方案。 公司始终秉承"智慧赋能万物，共创美好未来"的使命，坚 持"成就客户、创新驱动、博大务实、品质至上"的经营理念， 依托"通信+定位+AI"底层核心技术与"模组+平台+终端"业务 模式，深耕车联网，广泛布局物联网，致力于成为全球的物联网 智能化应用解决方案专家。 2024 年度，公司实现营业收入 14.02 亿元，较上年同期增 加 24.85%，实现归属于上市公司股东的净利润 1.76 亿元，较上 年同期增加 0.81% ...

Group 1: Automotive Industry - In October 2025, the total import and export value of automotive goods reached $25.31 billion, a year-on-year increase of 9.5% [2] - The import value was $3.68 billion, a month-on-month decrease of 4.6% and a year-on-year decrease of 17.5% [2] - The export value was $21.63 billion, a month-on-month increase of 2.9% and a year-on-year increase of 15.9% [2] - From January to October 2025, the cumulative total import and export value was $232.08 billion, remaining stable compared to the previous year [2] Group 2: Technology and AI - TSMC Chairman Wei Zhejia is expected to attend the OIP forum in Nanjing on December 4, 2025, and will visit several chip design companies [3] - South Korean AI startup Upstage plans to conduct an IPO as early as the second half of 2026 [4] - Australia has launched a national AI plan focusing on three main goals: seizing opportunities, sharing benefits, and ensuring safety [9] - Grayscale Research predicts Bitcoin may reach a historical high in 2026, challenging the traditional four-year cycle theory [10] Group 3: Logistics and Trade - Guangzhou Port expects a 14.7% year-on-year increase in container throughput in November 2025, reaching 2.399 million TEUs [5] - The total cargo throughput is projected to be 50.854 million tons, a year-on-year increase of 3.9% [5] Group 4: Corporate Developments - Canon announced the cessation of operations at its printer factory in Zhongshan, Guangdong, due to market challenges and competition [6][7] - Goldman Sachs raised the target price for Alibaba Health to HKD 5.2, citing structural benefits in the industry [8] - Wuliangye Group has invested in Sichuan Airlines Group, increasing its registered capital from 417 million to 1.219 billion yuan [11] Group 5: Economic Performance - Qingdao's GDP is expected to exceed 1.7 trillion yuan in 2025, with an average annual growth rate of 5.9% [13] - The city's per capita GDP is projected to rise from 127,000 yuan in 2020 to 161,000 yuan in 2024, a cumulative increase of 21.3% [13][14]

Group 1 - The event "Bingqing Kaijiang Ba" is a new theoretical presentation platform tailored for the youth, organized by the High-tech Zone (Bingjiang) Party Committee Propaganda Department [3] - The innovative format of the event includes outdoor settings and popular forms such as open mic and cross-talk, aiming to integrate the Party's innovative theories into youth stories [3] - The first event was held in a community activity square, emphasizing the importance of technology and community engagement in high-quality urban development [1][2] Group 2 - Youth representatives from diverse cultural backgrounds shared their experiences of integrating into life and work in Bingjiang, highlighting the community's supportive environment [2] - The event featured interactive storytelling, showcasing how community services help young people pursue their dreams and foster a sense of belonging [2] - The activities will continue in December at various locations, including Starlight Reception Hall and Puyang Fishing Wharf, indicating ongoing community engagement efforts [3]

Core Viewpoint - The stock of LeMo Technology (2539.HK) surged on its debut, reaching a peak increase of 80.75% to HKD 72.3, following an IPO pricing of HKD 40, indicating strong market interest and demand for the company's shares [1] Company Overview - LeMo Technology is primarily engaged in the research and development of Internet of Things (IoT) technology, operation of shared massage chairs, and internet sales [1] - The company achieved a subscription rate of 7,324.29 times for its public offering and 6.78 times for international placement, reflecting significant investor interest [1] Market Position - According to Frost & Sullivan, LeMo Technology ranks first among all machine massage service providers in China by transaction volume for three consecutive years from 2022 to 2024, with market shares of 33.9%, 37.3%, and 42.9% respectively [1] - By revenue, LeMo Technology is also projected to hold the top position in the Chinese machine massage market in 2024, with a market share exceeding 50% [1] Industry Context - As of December 31, 2024, there are over 10,000 massage service providers in China, with more than 50 being machine massage service providers, indicating a competitive landscape [1]

（原标题：必创科技(300667.SZ)：目前没有5G、6G方面的通信设备） 格隆汇12月3日丨必创科技(300667.SZ)在投资者互动平台表示，公司目前没有5G、6G方面的通信设 备，但有部分物联网终端产品正在使用5G通信技术进行设备连接和数据传输。 ...