宁波均普智能制造股份有限公司 关于2025年度提质增效重回报专项行动方案的半 年度评估报告 为积极响应落实关于开展沪市公司"提质增效重回报"专项行动的倡议，践 行"以投资者为本"的发展理念，积极回报投资者，努力实现高质量上市公司的 发展目标，宁波均普智能制造股份有限公司（以下简称"公司"、"均普智能"） 于 2025 年 4 月 19 日发布了《2025 年度"提质增效重回报"行动方案》，通过 持续加强自身价值创造能力，切实履行上市公司的责任和义务，回报投资者信任， 维护公司在资本市场形象，共同促进资本市场平稳健康发展。现将现将行动方案 进展半年度评估情况报告如下： 一、聚焦主业，持续推进工业人工智能体系化战略 面对人工智能技术发展浪潮，公司作为全球领先的智能制造整体解决方案提 供商，以"以效率为核心，赋能人类，并通过人工智能驱动的自动化技术重塑物 理世界"为愿景，不断探索具身智能、人工智能、工业大数据、数字孪生等领域， 为产品生产以及创新发展提质增效。 属于母公司所有者的净利润为-2,776.70 万元，较上年同期减少亏损 262.86 万 元；归属于母公司所有者的扣除非经常性损益的净利润为-3,266.2 ...

国泰海通证券股份有限公司 关于宁波均普智能制造股份有限公司 部分募投项目增加实施主体及开立募集资金专户 一、募集资金基本情况 中国证券监督管理委员会于 2022 年 1 月 18 日核发《关于同意宁波均普智能 制造股份有限公司首次公开发行股票注册的批复》（证监许可[2022]125 号）， 公司获准以首次公开发行方式向社会公众发行人民币普通股（A 股）30,707.07 万 股，发行价格 5.08 元/股，募集资金总额为人民币 1,559,919,156.00 元，扣除各项 发行费用后的实际募集资金净额为人民币 1,418,966,238.97 元。天健会计师事务 所（特殊普通合伙）对公司本次首次公开发行股票的资金到位情况进行了审验， 并于 2022 年 3 月 17 日出具了《验资报告》（天健验[2022]6-9 号）。 为规范公司募集资金管理和使用，保护投资者权益，公司设立了募集资金专 项账户。募集资金到账后，已全部存放于经公司董事会批准开设的募集资金专项 账户内，公司已与保荐机构和存放募集资金的商业银行签订募集资金专户存储三 方监管协议。 二、募集资金使用情况 截至 2025 年 6 月 30 日，公司 ...

Core Insights - The 2025 Fortune China Technology 50 list highlights the dynamic changes in Chinese tech companies over the past year, with a notable increase in private enterprises and a shift towards innovation-driven growth [2][3] Group 1: Company Trends - Among the 50 companies listed, 47 are private enterprises, an increase of 4 from the previous year [2] - The list shows a "metabolism" characteristic, featuring both established companies like Huawei and emerging players like DeepSeek [2] - The number of companies in the artificial intelligence sector rose from 5 to 8, while high-end manufacturing companies decreased from 17 to 12 [2] Group 2: Technological Advancements - DeepSeek's new product launch, DeepSeek-V3.1, marks a significant step towards the "Agent era," reflecting China's progress in the global AI landscape [2] - The government has elevated "AI+" to a national strategy, indicating a shift from scale-driven to technology-driven growth in the tech industry [3] - Key sectors such as biomedicine and health technology are expected to see rapid development due to aging populations and increased health awareness [3] Group 3: Regional Insights - The list features 10 companies headquartered in Beijing, 8 in Shenzhen, and 6 in Zhejiang, showcasing the innovative strengths of these regions [4] - Beijing benefits from abundant research resources, Shenzhen has regional advantages due to the Greater Bay Area, and Zhejiang leads in emerging tech industries [4] Group 4: Industry Challenges - Despite advancements, China remains in a catch-up position in the semiconductor industry, particularly in chip manufacturing processes compared to international standards [4] - The tech industry is focused on integrating AI with the real economy, enhancing innovation in renewable energy and low-carbon technologies, and improving self-sufficiency in semiconductors and electronic information [4]

从全球创新投入产出看，2024年全球2000强企业榜单表明，美国、欧盟和中国占全球研发投入比例分别 为42.1%、18.7%和17.2%；中国能源电力行业研发投入达到74亿欧元，位居世界首位。创新产出方面， 中、日两国的企业专利申请均超四万件，中国企业PCT(专利合作条约)专利申请量更连续两年超过日本 登顶全球。行业分布主要聚焦ICT(信息通讯领域)、生物制药、汽车和智能制造四大行业。 此外，根据《中国电力市场化改革报告(2025年)》，至2024年底，中国各电力交易中心累计组织完成市 场交易电量6.2万亿千瓦时，占全社会用电量62.7%，电力市场多元主体竞争格局进一步构建；电力现货 市场建设全面提速，截至2025年6月，中国已有29个省(区、市)已启动现货市场建设，南方五省区电力 市场已正式进入连续结算试运行阶段，成为全球规模最大、交易最繁忙、市场最活跃的"电力超市"。 (完) 本次论坛期间，南方电网能源发展研究院发布了《全球领先企业创新发展报告(2025年)》《中国电力市 场化改革报告(2025年)》《数字孪生与人工智能技术融合发展报告(2025年)》《中国电力行业投资发展 报告(2025年)》《南方五省 ...

Core Insights - The conference "渡口——甲子引力X2025科技产业投资大会" highlighted the challenges and transformations in the technology investment sector for 2025, emphasizing a shift from opportunity-driven to value-driven investment logic [2][6] - The market is experiencing a recovery phase, with significant growth in fundraising and exits, marking the first positive growth in four years [6][7] - Seven key trends were identified, including the rise of hard technology, changes in AI investment logic, and the emergence of new institutional forms [7][19] Investment Trends - Trend 1: Hard technology leads the investment narrative, creating "strategic value premiums" [7] - Trend 2: Changes in AI technology stack investment logic, with a focus on robotics, AI applications, and AI chips [7] - Trend 3: Differences in AI investment logic between China and the US, leading to an "AI dual-core model" [7] - Trend 4: International capital reassessing the investment value of China's technology industry [7] - Trend 5: Redefinition of GP capabilities, transitioning from "catchers" to "partners" [7] - Trend 6: Patient capital shifting from policy-driven to market-responsive [7] - Trend 7: Emergence of a new generation of institutional forms, with investment becoming a tool for industry chain integration [7] Market Data - In the first half of 2025, the equity investment market raised 728.3 billion yuan, a 12% year-on-year increase, with 2,172 new funds and 3,389 billion yuan invested across 5,612 cases, marking a recovery [6] - There were 935 exits, with 583 IPOs, representing a nearly 40% year-on-year increase [6] Key Discussions - The conference featured a peak dialogue among top investors discussing market trends, disruptive innovation, and globalization [20][22] - Investors emphasized the importance of technology breakthroughs and the need for long-term commitment in the face of market fluctuations [22][23] Sector-Specific Insights - AI and embodied intelligence are seen as key areas for new opportunities, with a focus on vertical niches and the integration of AI into various applications [24][26] - The healthcare sector is increasingly leveraging AI for drug development and diagnostics, with a strong emphasis on data-driven approaches [48][50] - The semiconductor industry is viewed as critical, with AI driving demand and the need for domestic innovation in chip design and manufacturing [41][43] Awards and Recognition - The conference concluded with the release of the "2024-2025 Annual China Technology Industry Investment Rankings," recognizing outstanding contributions from investment institutions and companies [4][51]

Core Viewpoint - The article emphasizes the importance of addressing customer pain points in business, suggesting that entrepreneurs should base their business models on genuine customer needs and ensure that solutions do not create new pain points while targeting sufficiently large markets [1]. Group 1: Entrepreneurial Insights - Entrepreneurs should first identify real customer needs and verify the authenticity of these pain points [1] - When solving a pain point, it is crucial to avoid creating additional pain points [1] - Targeting a market with a sufficiently large pain point is essential for business success [1] Group 2: Investment Opportunities - Wu Shichun, a notable angel investor, is expected to invest no less than 1.5 billion in the second half of the year [5] - The article promotes an upcoming offline learning event led by Wu Shichun, aimed at exploring innovative growth engines in various industries [8][10] - The event will cover sectors such as robotics, smart manufacturing, low-altitude economy, and satellite communication, indicating a focus on high-potential industries [8][21][22] Group 3: Event Details - The event will take place from September 21 to 23, featuring a series of activities designed to foster deep connections among entrepreneurs and investors [17][18] - Participants will engage in immersive learning experiences, including discussions on technology innovation and commercialization strategies [10][18] - The event will also include networking opportunities with industry leaders and potential investors [10][19] Group 4: Target Audience - The event targets entrepreneurs and companies in sectors such as industrial robotics, smart manufacturing, low-altitude economy, satellite communication, and AI applications [20][21][22][24] - It aims to attract startups and established businesses looking to innovate and expand within these rapidly growing fields [20][21][22]

Group 1: Economic Development Strategy - Tax Guo Town in Zaozhuang City focuses on "industrial development and wealth creation" as its strategic goal, aiming for high-quality economic growth through the integration and innovation of five leading industries: textiles and apparel, new building materials, iron concentrate deep processing, intelligent manufacturing, and warehousing logistics [1] Group 2: Textile and Apparel Industry - The textile industry in Tax Guo Town has 192 enterprises, forming a complete supply chain from spinning to garment processing, with an annual output of 8,000 tons of yarn and 175 million knitted garments [4] - In the first seven months, the textile industry achieved an output value of 750 million yuan [2] Group 3: New Building Materials - The quartz stone slab industry in Tax Guo Town has implemented a strategy to transition from small to large slabs and from domestic sales to foreign trade, achieving an output value of 1.08 billion yuan with exports exceeding 110 million yuan [5] - The town has developed 16 quartz stone slab enterprises, accounting for over 36% of the national standard board output [5] Group 4: Iron Concentrate Deep Processing - The iron concentrate processing sector has a production capacity of 2 million tons annually, with leading enterprises achieving an output value of 1.44 billion yuan and sales of 960 million yuan [7] - A new 200,000-ton material processing project is under construction, with 76% of the annual investment completed [7] Group 5: Intelligent Manufacturing - Tax Guo Town is fostering intelligent manufacturing by supporting key enterprises and establishing an industrial park for intelligent equipment manufacturing, which includes over 10 leading enterprises [8] Group 6: Warehousing and Logistics - The town has developed 12 large-scale logistics enterprises and established 16 warehousing logistics stations, leveraging its geographical advantages to enhance logistics capabilities [10] - In the first seven months, the town's retail sales of consumer goods reached 68.54 million yuan, a year-on-year increase of 25% [10]

榜单上的北京企业彰显北京科创硬实力。字节跳动是一家全球性的科技公司，以其强大的算法和数据处 理能力而闻名；联想集团以其在个人电脑、智能设备和数据中心解决方案等领域的创新而闻名；京东方 是一家领先的物联网创新企业，为信息交互和人类健康提供智慧端口产品和专业服务。 此外，中关村科金作为北京创新企业代表，其垂类大模型已为2000多家行业头部企业提供服务，包括 50%的中国百强银行以及70%的省市级公安机构。根据IDC发布的《中国智能客服市场份额报告 （2024）》，中关村科金在智能客服领域排名第四，在垂类大模型厂商中位列第一。 转自：北京日报客户端 8月21日，2025年《财富》中国科技50强榜单揭晓，北京企业在榜单上占据10席，名列第一。 《财富》系列榜单一直被视为全球商业发展趋势的风向标。中国科技50强聚焦那些根植中国并具有全球 影响力的科技企业，从技术创新、市场表现、商业落地等多维度进行综合评估。 在人工智能、互联网、智能制造、生物医疗等前沿领域，行业领导者涌现，这些企业根植北京，并具有 全球影响力，引领行业发展潮流，彰显了北京在全国科技产业版图中的核心地位。具体来看，北京上榜 企业分别为中国种子集团、联想集 ...

新华社客户端上海8月22日电（记者 胡洁菲）三个校地合作重点项目揭牌，签约9个重点产业类项 目、投资总额约87.22亿元，再扩容14家新成员至88家……瞄准新产业、新赛道，成立于2020年8月的开 发者联盟"体格"不断增大、"体能"愈发强健，正在探索有为政府和有效市场结合、深化科技创新和产业 创新融合进程中凸显出强大发展动能。 创新活力持续迸发 "除了传统路径，大模型发展还有另一条路——先做专业大模型，再把各类专业大模型集合在一 起，走出一条专业到通用的道路。"21日举行的2025年长三角生态绿色一体化发展示范区开发者大会暨 全链接大会上，中国工程院原常务副院长、浙江大学原校长潘云鹤预判，这条"全世界还没有人走的 路"，很有可能在长三角"跑通"。 对此，浙江大学长三角智慧绿洲创新中心主任范晓辉深有同感。目前，浙大智慧绿洲等四大科创平 台已有自主研发标志性成果55项，孵化转化企业75家，市场化横向经费3.7亿元。 在此基础之上，依托联盟、寻找科研攻关"合伙人"也成为不少企业的入盟源动力。作为此次新入盟 成员，正泰集团董事陆川说，正泰将开放在浙江、江苏的智能制造基地，推动三地新能源装备制造产业 链合作，"尤其是希 ...

Core Insights - The event "Embodied Intelligence: Taihu Engine - Reshaping the New Ecology of High-end Equipment Manufacturing" highlighted the significance of embodied intelligent robots as a benchmark for national technological innovation and high-end manufacturing levels [1] Company Developments - Kailong High-tech's subsidiary, Euroisen, is focusing on the standardization of dexterous hand detection and has partnered with local research institutions to establish a leading innovation center for humanoid robot detection in the Yangtze River Delta [1][2] - Euroisen is collaborating with the Xigang-Hu Robot Dexterous Intelligence Research Institute to create a joint laboratory aimed at developing and industrializing intelligent detection equipment for embodied intelligent robots [2] - Kailong High-tech plans to leverage its experience in various intelligent application scenarios to adopt a multi-faceted strategy encompassing standards, detection, equipment, platforms, and application scenarios for future developments in embodied intelligent robots [3] Industry Trends - The Wuxi government has set ambitious goals for the embodied intelligent robot industry, aiming for an industry scale exceeding 30 billion yuan and the establishment of 200 enterprises by 2027 [3] - Wuxi has made significant advancements in key technologies related to humanoid robot servo systems, joint modules, sensors, and millimeter-wave radar, positioning itself as a leader in the industry [3] - The local high-end equipment industry association is committed to fostering collaboration among upstream and downstream enterprises to promote cluster development and expand application scenarios for embodied intelligent robots [4]