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众合科技(000925) - 2025年8月27日众合科技投资者关系活动记录表
2025-08-28 11:28
Group 1: Market Value Management - The company emphasizes market value management and adheres to regulatory requirements, having approved a "Market Value Management System" in August 2025 [2] - Future strategies include focusing on core business, improving operational efficiency, and utilizing methods such as equity incentives, cash dividends, share buybacks, investor relations management, and ESG initiatives to enhance overall investment value [2] Group 2: Share Buyback Progress - As of July 31, 2025, the company has repurchased 3,274,600 shares, accounting for 0.48% of the total share capital, with a total transaction amount of 24,620,654.00 yuan (excluding transaction fees) [2] Group 3: Production and Product Information - The Shanxi Taiyuan single crystal base has commenced production since the end of last year [2] - Main products include 3-8 inch semiconductor-grade polishing and grinding wafers, with applications in communication, automotive electronics, and consumer electronics [2][3] Group 4: International Clientele - The company has established stable partnerships with major global power semiconductor companies such as Toshiba, Mitsubishi Electric, Renesas Electronics, and Rohm Semiconductor, with products exported to the USA, Germany, Japan, South Korea, Singapore, Thailand, and Taiwan [3] Group 5: Low-altitude Economy Developments - The company has signed orders for flight control computer products with drone manufacturers and is developing a low-altitude governance platform in collaboration with Hangzhou Lin'an City Investment Group [3] Group 6: Joint Ventures and New Projects - In August 2025, the company established a joint venture with Hangzhou Low-altitude Industry Development Co., Ltd. and Yuanfei Technology, focusing on "low-altitude flight lifecycle services" [3] Group 7: Health Sector Initiatives - The health sector encompasses three main areas: scientific anti-aging research, medical device CDMO, and synthetic biology health products, with initial revenue generated [3][4] - The company has developed various health products targeting B-end clients, including sodium hyaluronate and glycerol diester series [3] Group 8: Financial Management and Receivables - The company has a receivable of 21,529,000 yuan from Sichuan Shengma Chemical Co., Ltd., related to a compensation obligation under an agreement with Sheneng Environmental Technology Co., Ltd. [4] - The company has made provisions for bad debts based on the future recoverable amount of the receivable [4] Group 9: Revenue Recognition - The company has secured over 2.5 billion yuan in new orders for smart traffic systems from 2022 to 2024, with revenue recognition based on project construction progress [4]
陕西省市场监管局出台低空经济产业链质量提升工作措施
Jing Ji Guan Cha Bao· 2025-08-28 11:00
经济观察网 据陕西省市场监督管理局网站,近日,陕西省市场监管局正式印发《陕西省低空经济产业 质量强链补链暨产业链质量联动提升工作措施》(以下简称《工作措施》),进一步提升陕西省低空经 济产业质量基础能力,推动产业链以质取胜,为陕西省低空经济高质量发展注入强劲动能。 (原标题:陕西省市场监管局出台低空经济产业链质量提升工作措施) 《工作措施》立足市场监管职能,系统部署了低空经济产业链质量提升八个方面的十八项具体工作任 务:一是优化低空产业经营主体环境。推行低空经济企业登记注册"一件事"集成办理,优化登记流程, 提高办事效率;加强对低空经济产业经营主体的事中事后监管,营造公平、高效、便捷的市场环境。二 是推进低空产业关键质量技术攻关。鼓励低空产业有关企业、高校、科研机构联合开展关键技术研究; 支持相关机构积极申报省级质检中心,促进产业创新和科技提升。三是强化低空产业质量基础建设。梳 理低空产业发展的堵点、难点、卡点问题,形成质量问题清单;绘制陕西省低空装备产品图谱;建设陕 西省低空经济产业链质量提升与服务中心,推动资源共享和产学研用一体化,构建协同发展的产业生 态。四是完善低空产业标准体系。建立完善低空装备产业标 ...
吴世春:投资是新时代的察举,好的苗子都来自靠谱推荐
创业家· 2025-08-28 10:13
i黑马 . 让创业者不再孤独@i黑马 这次带几十个企业家,在北疆走了一圈,一边享受独库公路、安集海大峡谷、那拉提草原、赛 里木湖,一边进行了很多思想的碰撞。 以下文章来源于i黑马 ,作者i黑马 于是就有了很多新的思考和感悟: 01 500年未有之 3、中美之争,是这个世纪精彩纷呈的一幕大剧。 科技因竞争而爆发,文明因竞争而发光。 对投资人来说, 下一个中国还是中国,下一个投资奇迹还是科技爆款。 4、 美国创新上有先发优势,中国追赶上有后卷优势。 "东升西落"之大机遇 1、内外部环境剧烈变化,百年未有之大变局,也是五百年未有之"东升西落"之大机遇。 诸君可驭时而行,与势共舞。 2、 全球的机会就两张大桌:中国和美国。中美之外皆蝼蚁。 接下来,美国这桌的主菜是 AI ;中国这桌的主菜则是人工智能+。 世界其他的桌都太小,或者桌上没菜。 吴世春 梅花创投合伙人、黑马加速导师 现在创新路径是:美国人发明它,中国把它做成白菜价。 每个领域都是:美国有一枝独秀,中国有群狼跟上。 02 创业是新时代的科举 投资是新时代的察举 5、创业是新时代的科举,成功可以改变命运和阶层。 投资是新时代的察举,好的苗子主要靠推荐。 6、 ...
新兴消费趋势,消费者表现出五大偏好
创业家· 2025-08-28 10:13
每日金句 新兴消费趋势,消费者表现出五大偏好:第一是简单消费,第二是理性,第三 是健康环保,第四要有很强的社会美学,第五是实现自我价值。 宋向前|加华资本创始合伙人 宋向前·拔萃黑马 实验室3期1课 这里认真推荐你: 报名 「吴世春·泸州出行活动」 9月21号-23号 , 吴世春将亲自带队 100家企业家 , 去四川泸州线下游学 , 探 访 下沉创 新 , 寻找增长新引擎。 你 在 创业路上遇到的问题和想法 , 都可以找吴老师聊聊 。 如果你是 优质的项目,吴老师也会果断投 你 。 下半年 , 吴老师预计要投出去的金额,应该不小于 15个亿。 希望所有支持吴老师的人 , 一如既往的相信他、支持他,大家 一起 加油! 活动详情如下 ↓↓↓ я 新 沖 ગેમ 2 吴世春导师亲自带队 | 2025.09.21-23 走近空天科技产业 升级国民消费科技 探索产业生态协同 打开万亿赛道蓝海 与独角虎企业、梅花投资人深度交流,占据产业链关键 卡位,共建协同生态 3天 深度沉浸式学习与认知共振 从技术创新到商业化实现,从破局战略到破局战术,从理 论到实战,多维提升认知 N个 创业破局方法论 掌握资本热捧赛道的核心逻辑,了 ...
2025北京国际两用先进技术装备展9月举办,门票渠道开启
Xin Jing Bao· 2025-08-28 09:04
新京报讯(记者陈琳)9月18日至20日,"2025北京国际两用先进技术装备展览会"(以下简称北京两用展)将 在北京展览馆举行。目前,已开始接受观众报名。 其中,展品涵盖在人工智能、低空经济、大模型、无人机、新能源装备等热门行业领域场景的示范性应 用,重点展示两用先进技术创新驱动的前沿成果。展会将举办智能无人系统、低空安全技术、应急救援 等高端论坛,探讨技术协同创新路径;设立"专业对接日"与"公众开放日",定向邀请国际采购团、科研 机构及产业链代表,促进精准合作。本届展会预计吸引超30国专业团组到场,助推中国企业技术出海与 品牌全球化。 每年9月至12月,是北京传统的"展会黄金季",大型国家级、国际性展会集中举办,规格高。比如服贸 会、中关村论坛等,题材广,涵盖科技、汽车、金融、文化、医药健康、高端消费等,展会经济成为观 察北京乃至中国经济发展动向和对外开放水平的重要窗口。 本届展会以"和平运用科技,科技守护和平"为主题,搭建两用技术融合、需求对接以及国际合作的多维 平台,推动两用技术双向转化,服务国防现代化与民用产业升级,促进中国先进技术交流与装备出口, 助力中国企业拓展海外市场。 展会聚焦技术前沿举办国际化 ...
借助政策、空域、产业多重优势布局呼和浩特聚力打造低空经济发展示范区
Nei Meng Gu Ri Bao· 2025-08-28 01:31
"呼和浩特自然条件得天独厚、区位优势显著、产业基础坚实,作为全国首批北斗规模应用试点城 市,呼和浩特空域资源广阔、政策环境良好,将全力打造北疆地区重要的低空经济发展示范区和先行 区。" 当前,呼和浩特市正在全力推进以低空经济、航空航天为代表的现代装备制造产业集群建设,以政 策、空域、产业多重优势布局低空经济。 近日,以"数智低空 新向未来"为主题的2025低空经济敕勒川思客会在呼和浩特市举行。会上,呼 和浩特市工业和信息化局党组书记、局长李敏娜在推介中这样表示。 政策上,自治区赋予呼和浩特市商业航天产业基地、低空经济示范区定位,呼和浩特市出台了《关 于促进低空经济高质量发展的实施意见》《呼和浩特市推动低空经济产业高质量发展三年行动方案 (2025-2027)》。设立10亿元产业发展基金,为低空经济提供技术支撑、资金保障。 今年,呼和浩特市将申报70平方公里空域,编制完成《呼和浩特经济技术开发区低空经济发展规划 及白塔机场片区更新发展空间规划》,正在编制《呼和浩特市"十五五"低空经济交通行业发展专题》。 呼和浩特市打造了航天经济开发区等产业先导区,建设了全区首个低空经济产业园,引进了37家低 空经济企业,落地了 ...
院士建言低空经济:“看得见、呼得着、管得住”
Zhong Guo Xin Wen Wang· 2025-08-27 13:26
Core Insights - The 2025 China International Big Data Industry Expo highlighted the importance of low-altitude economy and the need for enhanced safety regulation capabilities in low-altitude flight operations [1][2] - The Chinese Civil Aviation Administration predicts that the low-altitude economy market in China will reach 1.5 trillion yuan (approximately 210 billion USD) by 2025 and could grow to 3.5 trillion yuan (approximately 490 billion USD) by 2035 [1] - The low-altitude economy is characterized as a new emerging field with strong industrial chain radiation effects, involving high-end manufacturing, new energy, and new materials, as well as traditional general aviation and drone-supported services [1] Group 1 - The development of advanced conflict detection and resolution technologies is essential for real-time monitoring of flight status and evasive actions [1] - Optimizing trajectory planning algorithms is crucial for ensuring safe flight in complex urban environments [1] - Establishing a low-altitude airspace management system is necessary for real-time monitoring and scheduling of flight operations [1] Group 2 - The BeiDou system is deemed an indispensable time-space safety infrastructure for the low-altitude economy, facilitating precise and reliable navigation services for general aviation and unmanned aerial vehicles [2] - The transition from ground-based navigation to satellite-based navigation is underway, with the BeiDou system's advantages supporting high-quality development of the low-altitude economy [2] - Promoting the application of the BeiDou system is a significant step towards enhancing China's airspace monitoring capabilities, particularly in low-altitude airspace [2]
“领航中国”再亮相,引领合作新航程
Shang Wu Bu Wang Zhan· 2025-08-27 12:11
Core Insights - The 25th Investment Fair will be held from September 8-11, 2025, at the Xiamen International Convention and Exhibition Center, featuring a dedicated area for emerging industries to showcase cutting-edge projects and facilitate dialogue between global investors and innovative enterprises [1] Group 1 - The B5 hall will cover 5,600 square meters, focusing on six key areas: hydrogen energy innovation, low-altitude economy, intelligent manufacturing, Internet of Things application innovation, robotics, and new consumption in the beauty industry [2] - More than 10 professional matching activities will be organized, including overseas group enterprise roadshows to promote high-quality projects [3] - Over 50 associations and enterprises from countries such as Germany, the UK, and Austria will participate, covering fields like intelligent manufacturing, biomedicine, and green technology, providing rich overseas industrial resources [4] - A dedicated negotiation area will be set up adjacent to the "Park Matching Area" to interact with national-level economic development zones, enhancing the synergistic effects of the exhibition [5]
融资时,一定要现金为王
创业家· 2025-08-27 10:11
Core Viewpoint - The article emphasizes the importance of cash flow over valuation during financing, suggesting that limited funding encourages deeper reflection on the essence of business [1]. Group 1: Event Overview - The event led by Wu Shichun will take place from September 21 to 23, focusing on exploring innovative growth engines in Sichuan Luzhou [1][5]. - Participants will engage in a deep immersive learning experience, covering topics from technological innovation to commercialization strategies [9][17]. Group 2: Investment Insights - Wu Shichun anticipates investing no less than 1.5 billion in the second half of the year [4]. - The event aims to connect entrepreneurs with key industry players and investors, fostering collaboration and problem-solving [9][19]. Group 3: Target Industries - The event will cover various sectors, including robotics, smart manufacturing, low-altitude economy, satellite communication, and AI applications [19][21][23]. - Participants will gain insights into capital trends and the core logic behind successful ventures in these high-demand sectors [9][17].
收评:沪指跌1.76% 两市成交额再超3万亿元 日化及地产板块跌幅靠前
Xin Hua Cai Jing· 2025-08-27 07:31
新华财经北京8月27日电(罗浩)沪深两市三大股指27日早间普遍小幅高开,深成指和创业板指早盘期 间表现相对强势,呈震荡上扬态势,沪指则在盘整后小幅上涨。午后,各股指均出现较大幅度回落,至 收盘时沪指和深成指显著下跌,创业板指小幅下跌。当日,两市合计成交额再度超过3万亿元。 盘面上,尽管午后市场出现显著调整,但当日科技类核心资产在半年报业绩助推下仍表现相对强势。受 午后市场显著调整影响,当日仅F5G概念、CPO概念等少数板块最终小幅上涨,日用化工、微盘股、房 地产等板块跌幅靠前。 截至收盘,沪指报3800.35点,跌幅1.76%,成交额约13268亿元;深成指报12295.07点,跌幅1.43%,成 交额约18387亿元;创业板指报2723.20点,跌幅0.69%,成交额约8881亿元;科创综指报1550.90点,跌 幅0.79%,成交额约3885亿元;北证50指数报1550.44点,跌幅2.60%,成交额约329亿元。 国泰海通:截至2025年6月底,我国在用算力中心标准机架达1085万架,智能算力规模达788 EFLOPS。 未来工信部将完善算力布局政策体系,优化算力基础设施布局,引导各地合理布局智能算力设 ...