035 证券代码：002097 证券简称：山河智能 公告编号：2025- 山河智能装备股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 信托机构：Bank of Utah not in its individual capacity but solely as owner trustee of the Avmax Utah Trust No.3 （为 Avmax 的 SPV） 一、交易概况 山河智能装备股份有限公司（以下简称"山河智能"或"公司"）于 2025 年 7 月 5 日召开了第八届董事会第二十二次会议，审议并通过了《关于全资子公 司拟购置资产的议案》，同意山河智能境外全资子公司 Avmax Group Inc.（以下 简称"Avmax"）购置 Qantas Airways Limited（以下简称"Qantas"）持有的 16 架 DHC-8 300 飞机。前述内容具体详见公司于 2025 年 7 月 8 日刊载在巨潮资讯 网（www.cninfo.com.cn）的"2025-030"号公告。 二、交易进展 售协议》，协议主要内容如下： ...

在推介会展区，30余款"温江造"特色产品集中亮相。圣恩食品、中钞长城等10余家温江企业通过实物展示、现场品鉴等方式，呈现食品加工、智能硬件、文 创艺术等领域的产业优势。补小鲜等银发特色产品吸引众多宁波企业关注。这些产品聚焦老年健康食品、智能康养设备等领域，展现了温江在银发经济赛道 上的创新实力。 "温江产品创新性强，与宁波产业互补空间大，非常期待深化供应链合作。我相信通过这次推介会，我们能够找到更多的合作契机。"宁波全贸信息技术有限 公司负责人表示。 推介会前，温江还举办了主题为"银发经济赢在温江"的恳谈会，向与会企业全面展示区域医疗资源、康养配套及发展银发经济等方面的核心优势。与会宁波 企业相关负责人纷纷表示，温江区依托医药健康、装备制造、绿色食品等产业优势，聚焦老年健康食品、智能康养设备等领域，展现了在银发经济赛道上的 创新实力和发展前景。 7月10日，由成都市温江区人民政府主办的"开放成都链接全球"成都市"蓉品出海"（宁波）专场暨成都市温江区文商旅体养融合发展长三角（宁波）投资推 介会在宁波市举行。 投资推介会现场 会上，温江区就温江产业生态和投资环境进行了介绍，甬温双方现场举行了项目签约，并达成合作协 ...

Core Viewpoint - The Chinese marine economy is set to surpass 10 trillion yuan in 2024, marking a new opportunity for development, with a focus on high-quality growth driven by innovation and technology [1]. Group 1: Marine Economy Development - The Central Financial Committee emphasized the need for high-quality development of the marine economy, highlighting the importance of enhancing independent innovation capabilities in marine technology [1]. - Various coastal provinces, including Guangdong, Shandong, and Hainan, are actively promoting marine economic development, creating benchmark examples [1]. - Zhejiang Province's marine production value reached 1,201.24 billion yuan in 2024, with a year-on-year growth of 6.5%, but still lags behind other coastal provinces in terms of marine technology innovation and research outcomes [1]. Group 2: Challenges and Shortcomings - Zhejiang Province's marine economy faces challenges such as unbalanced regional development, small scale of emerging marine industries, and insufficient innovation capabilities [2]. - The "14th Five-Year Plan" for marine economic development in Zhejiang identifies these issues and calls for strategies to enhance marine technology and innovation [2]. Group 3: Advantages of Zhejiang Province - Zhejiang Province benefits from strong policy support and strategic planning, with a comprehensive marine economic structure covering various sectors, including oil and gas, advanced equipment, logistics, and marine biotechnology [3][4]. - The province has a high level of openness and cooperation, enhancing its internationalization and injecting new vitality into high-quality development [4]. Group 4: Recommendations for Development - To further promote marine economic development, Zhejiang Province should focus on efficient allocation of resources, technology innovation, and upgrading traditional industries [5]. - Strengthening the environment for marine technology innovation and enhancing collaboration between research institutions and enterprises are crucial for improving technology transfer rates [7][8].

Core Viewpoint - Sichuan Kexin Electromechanical Co., Ltd. expects a significant decline in net profit for the first half of 2025, with estimates between 50 million to 55 million yuan, representing a decrease of 43.29% to 48.44% compared to the same period last year [1][2]. Financial Performance - The company anticipates a decrease in operating revenue of approximately 12.3 million yuan, or about 17%, compared to the previous year [2]. - The net profit attributable to shareholders is projected to drop significantly, with a forecasted range of 46.26 million to 51.26 million yuan, reflecting a decline of 44.93% to 50.30% year-on-year [1][2]. - The first quarter of 2025 showed total revenue of 328 million yuan, an increase of 18.96% year-on-year, but the net profit for the second quarter is expected to fall sharply to between 1.72 million and 6.72 million yuan, indicating a quarter-on-quarter decline of 86% to 96% [3]. Operational Challenges - The decline in revenue is attributed to reduced output due to external technical input delays affecting production schedules, despite having good order volumes [2]. - Changes in product structure, with more complex and larger equipment being delivered, have increased manufacturing time and costs, contributing to the overall decline in gross profit by approximately 4 million yuan [2]. - The company faces increased risks related to accounts receivable, particularly in the photovoltaic and BDO project equipment sectors, due to slower project construction and operation by clients [2]. Business Segments - Kexin Electromechanical is a key player in the high-end process equipment manufacturing sector, with a revenue share of 99.03% from this segment as of the 2024 annual report [2]. - The issues with accounts receivable in the renewable energy business segment highlight the volatility risks emerging in this area [2].

导读： 中机试验稳步推进北交所上市辅导，公告显示公司治理、财务及法律合规性等多方面审查进展顺利，为高端试验装备行业增添新动力。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 7月9日， 中机试验发布关于申请公开发行股票并在北交所上市辅导备案及其进展的临时公告 。 公告编号:2025-024 证券代码:872726 证券简称:中机试验 主办券商:东北证券 中机试验装备股份有限公司 申请公开发行股票并在北交所上市辅导备案及其进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整,没有虚假记载、 误导性陈述或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 公司公开发行股票并在北交所上市辅导情况 í (二) 提交辅导备案材料 公司于 2023年4月13日向中国证券监督管理委员会吉林监管局(以下简称 "吉林证监局")提交了向不特定合格投资者公开发行股票并在北京证券交易所 上市(以下简称"北交所")辅导备案材料,辅导机构为东北证券。 (三) 完成辅导备案 吉林证监局于2023年4月17日受理了公司提交的辅导备案材料, ...

此前一位不愿具名的磁悬浮专家告诉澎湃新闻记者，交通运输工具商业运营首先必须要过安全 关。按照规定，高速磁悬浮技术还要走安全评估审批等系列流程，其中每一台系统设备都要进 行型式试验和认证、安全评估和认证等工作。例如，列车跑到最高速度600公里/小时，意味 时速600公里贴地飞行，超导电动高速磁浮列车首次亮相！ "时速600公里的超导电动高速磁浮列车项目目前进展顺利，第一阶段的工程样车已于2024年 7月圆满完成研制。" 7月9日，在国家铁道试验中心现场，中车长客股份公司（以下简称"中 车长客"）高级工程师邵南在接受澎湃新闻记者采访时表示。 7月8日至10日，第十七届中国国际现代化铁路技术装备展览会在北京举行，分别在国家会议 中心展区与国家铁道试验中心展区同步开展。其中，国家铁道试验中心室外展区堪称"硬核"看 点——常导高速磁浮车、超导高速磁浮车及常导中低速磁浮车实车集体亮相。其中，中车长客 首次亮相了时速600公里超导电动高速磁浮列车。 时速600公里超导电动高速磁浮列车在国家铁道实验中心现场展示 据了解，超导电动高速磁浮列车，主要利用车载超导磁体与轨道线圈间的电磁感应实现磁浮运 行，最高设计速度为时速600公 ...

Core Insights - The successful completion of the inrush current test for energy storage transformers by Shangneng Electric Co., Ltd. for ACWA in Saudi Arabia highlights the company's capability to meet international standards while addressing specific project needs [1][3] - The collaboration between technical experts from TÜV Rheinland Group, Shangneng Electric, and Shandong Provincial Quality Inspection Institute demonstrates a commitment to rigorous testing and quality assurance in the energy sector [3][4] Group 1 - The inrush current generated by transformers is closely related to voltage fluctuations in the grid, core saturation characteristics, and the unique operating conditions of photovoltaic systems [3] - The testing process involved comprehensive simulations of extreme conditions in photovoltaic systems, ensuring high precision in recording transient changes in inrush current [3] - The recognition received from both domestic enterprises and foreign experts underscores the effectiveness of the testing conducted by Shandong Provincial Quality Inspection Institute in facilitating international certification [3] Group 2 - Shandong Provincial Quality Inspection Institute has established a one-stop technical service platform aimed at meeting the export demands of domestic renewable energy equipment, leveraging advanced testing equipment and professional teams [4] - The institute's focus on enhancing testing technology and standard services is intended to support more domestic power distribution and renewable energy equipment companies in expanding their international market presence [4] - The institute aims to inject new development momentum into the domestic and international dual circulation by providing precise and reliable testing technology [4]

Group 1 - The core viewpoint is that electricity consumption in China is growing at a rate higher than GDP growth, with an electricity elasticity coefficient around 1.2, indicating a strong relationship between electricity consumption and economic growth [1] - From 2018 to 2024, the electricity consumption growth rate in high-tech and equipment manufacturing industries is significantly higher than the average level of the manufacturing industry, with an annual growth rate of 8.0%, driven by the expansion of high-end manufacturing sectors [1] - The rapid expansion of high-end manufacturing, including new energy equipment, new energy vehicles, semiconductors, and advanced materials, is creating a new driving force for electricity consumption [1] Group 2 - From 2018 to 2024, the electricity consumption in the internet and related data services industry is growing at an annual rate of 19.2%, highlighting the rapid development of the digital economy [2] - The digital economy, represented by the internet, big data, cloud computing, and artificial intelligence, is becoming a significant driver of growth in the tertiary industry, with data centers and computing centers requiring substantial electricity [2] Group 3 - The electricity consumption in the charging and swapping service industry is growing at an annual rate of 74.3% from 2018 to 2024, which in turn drives an 11.8% annual growth in the wholesale and retail industry [3] - The growth in electricity consumption in the charging and swapping services is attributed to the increasing ownership of new energy vehicles, which is also accelerating the development of related service industries [3] - The ongoing push for carbon peak and carbon neutrality is leading to a gradual reduction in energy consumption per unit of GDP, with a cumulative decrease of 11.6% in energy intensity over the first four years of the 14th Five-Year Plan [3]

Core Viewpoint - Guangyunda (光韵达) is seeking cross-border mergers and acquisitions to enter the communication equipment manufacturing sector after reporting its first loss in 14 years. The company plans to acquire 56.03% of Yilian Infinite Technology (亿联无限) for 352 million yuan, down from an initial intention to acquire 100% [2][9]. Financial Performance - Guangyunda reported a decline in net profit from 91.54 million yuan in 2021 to a loss of 27.37 million yuan in 2024, marking a continuous decline in profitability [9]. - Yilian Infinite's net profit dropped from 84.17 million yuan in 2022 to 28.67 million yuan in 2024, reflecting a significant decrease in performance [4][6]. Acquisition Details - The acquisition price for Yilian Infinite was set at 352 million yuan, with an overall valuation of 628 million yuan, which is significantly lower than its previous IPO valuation of 1.47 billion yuan [3][4]. - The decision to reduce the acquisition stake from 100% to 56.03% was made to lower financial costs and mitigate operational uncertainties associated with Yilian Infinite's declining performance [2][8]. Risks and Challenges - Yilian Infinite faces multiple risks, including a significant drop in performance post-IPO withdrawal and issues related to a second shareholder's legal troubles [7][8]. - The company also has to deal with potential financial penalties related to a land purchase that was intended for IPO fundraising but is now under negotiation for termination [7][8]. Strategic Intent - Guangyunda aims to leverage the acquisition to expand its presence in the electronic manufacturing supply chain and explore new profit growth opportunities in overseas markets [9]. - The company has previously engaged in two cross-border acquisitions, but the performance of those subsidiaries has not met expectations, indicating challenges in integrating new businesses [10].

Core Viewpoint - Taihao Technology (SH600590) reported a significant decline in net profit for the year 2024, transitioning from profit to loss, with a net profit of -991 million yuan, marking a year-on-year decrease of 1862.01% [1] Financial Performance - The company's operating revenue for 2024 was 4.36 billion yuan, a slight increase of 1.71% compared to 2023 [1] - The net profit attributable to shareholders was -991 million yuan, a drastic decline from a profit of 56 million yuan in 2023 [1] - The net profit after excluding non-recurring gains and losses was -878 million yuan, down 13.28% from -775 million yuan in the previous year [1] - The basic earnings per share for 2024 were -1.16 yuan [1] - The gross profit margin for 2024 was 17.20%, down 0.64 percentage points year-on-year, while the net profit margin was -21.60%, a decrease of 24.70 percentage points from the previous year [2] Cost Management - Total operating expenses for 2024 were 998 million yuan, a reduction of 150 million yuan compared to the previous year [2] - The expense ratio was 22.90%, down 3.90 percentage points year-on-year [2] - Sales expenses decreased by 33.59%, management expenses decreased by 6.71%, R&D expenses decreased by 0.96%, and financial expenses decreased by 20.06% [2] Employee Statistics - The total number of employees in 2024 was 1,538, a decrease of 155 employees or 9.16% from the previous year [3] Executive Compensation - The total remuneration for directors, supervisors, and senior management in 2024 was 4.1021 million yuan, with the chairman and CEO, Li Ziqiang, receiving 525,000 yuan, a reduction of 12.76% from 601,800 yuan in 2023 [4] Company Background - Taihao Technology, established on March 20, 1996, and listed on July 3, 2002, is based in Nanchang, Jiangxi Province, and specializes in the research, development, production, sales, and service of military equipment and smart power products [5]