禾川科技是一家专注于工业自动化控制产品研发、生产和销售的高新技术企业。公司主要产品包括伺服 系统、PLC、变频器等工业自动化核心部件。在2025世界人工智能大会上，禾川科技展示了高精度关节 驱动产品系列，这些产品可满足人形机器人在不同场景下的动力需求。 风险提示：股市有风险，投资需谨慎。 截至2025年7月29日收盘，禾川科技股价报48.81元，较前一交易日下跌0.16%。当日成交量为30655手， 成交金额达1.49亿元。 ...

Group 1 - The 2025 World Artificial Intelligence Conference (WAIC 2025) will be held in Shanghai from July 26 to 28, showcasing Siemens' commitment to integrating generative AI technology into industrial scenarios, focusing on "Industrial Foundation Models" and "Industrial Intelligent Agents" [1] - Siemens presented its full value chain AI innovations and the latest Industrial Copilot intelligent agent system, demonstrating multiple "AI+" scenarios across manufacturing, energy, and building sectors [1] - Siemens' Global Executive Vice President, CEO of Siemens China, Xiaosong, emphasized that the era of industrial AI has begun, with China's diverse industrial system becoming a vibrant application scene for AI, driving a new wave of productivity leap [1] Group 2 - Siemens is accelerating the development of the foundational elements of AI, specifically the Industrial Foundation Model, aimed at the industrial world [2] - The company has been actively investing in the industrial AI sector, planning to establish a complete industrial AI ecosystem through strategic acquisitions and partnerships by 2025 [2] - Siemens aims to empower industry chain partners and customers to explore the limitless possibilities of industrial AI [2]

Group 1 - The "2025 China Sci-Tech Innovation Leaders Conference and the 6th Anniversary of the Sci-Tech Innovation Board" was held in Shanghai, focusing on themes of policy, technological innovation, and industrial development with over 80 leaders from listed companies and investors attending [1] - The Shanghai Stock Exchange's Deputy General Manager Wang Bo highlighted that the Sci-Tech Innovation Board has been dedicated to serving "hard technology" and has clarified the "technology narrative" logic in the capital market over the past six years [1] - Li Xunlei, Chief Economist at Zhongtai International, emphasized the need for the capital market to better allocate resources and guide "new productive forces" towards stronger entities [1] Group 2 - Chui Shan, Chairman and President of Zhongkong Technology, stated that the era of artificial intelligence is reshaping value creation, and the company has developed a "1+2+N" industrial AI-driven smart factory architecture to support the intelligentization of process industries [2] - Yu Dan, General Manager of Yicun Capital, noted three characteristics of the current merger and acquisition wave: a focus on finding second growth curves for listed companies, a buyer's market for valuations, and a pragmatic approach to cross-border acquisitions emphasizing supply chains and customer bases [2]

记者 吴卫群 见习记者 高晨辉 本届企业商业展还有四个创新点：一是首次为最不发达国家产品设立专区，进一步扩容升级原有非 洲产品专区，推动所有与中国建交的最不发达国家及53个非洲建交国的企业和产品用好"零关税"待遇， 更好进入中国市场。二是扩大与国外省州市合作，加拿大萨斯喀彻温省、哈萨克斯坦阿拉木图市等将首 次入驻。三是持续强化"全球新品首发地、前沿技术首选地、创新服务首推地"价值定位，策划首发新品 探访专线和功能区，支持展商通过网络直播放大参展成效。四是首创"跨境电商甄选平台"，面向参展企 业开展专场推介、专业对接、现场直播等特色活动，提升企业参展获得感。 本届虹桥论坛主题为"开放共创新机遇 合作共享新未来"，将继续发布《世界开放报告》及最新"世 界开放指数"。 又讯 昨天，2026年第九届中国国际进口博览会招展工作已正式启动。40余家企业现场签约，成为 2026年第九届进博会首批参展商，签约展览面积3万平方米。GE医疗、诺华、霍尼韦尔、三菱电机、捷 豹路虎、欧莱雅、乐斯福、汇丰银行等20余家企业连续参展，成为进博会首批九届"全勤生"。 昨天，记者从第八届中国国际进口博览会新闻通气会上获悉，第八届进博会将继续 ...

Core Viewpoint - Siemens is at the forefront of integrating AI into industrial processes, exemplified by its Industrial Copilot and Industrial Foundation Model, which enhance automation and efficiency in manufacturing environments [9][30][65]. Group 1: Historical Context and Development - The journey of Siemens in industrial AI began in 1964 with the creation of the Zuse Graphomat Z64, marking the start of computer-generated art and the long evolution towards AI in industry [2][4]. - Over the past 60 years, Siemens has transformed its Erlangen factory into a hub for over 100 AI applications, utilizing digital twin technology to mirror real-world processes [6][9]. Group 2: Industrial Copilot and AI Integration - The Industrial Copilot acts as a bridge between human language and machine operations, allowing users to issue natural language commands that the system translates into actionable tasks [10][18]. - This system significantly improves efficiency, enabling engineers to generate automation code quickly, reducing development time by nearly 50% and deployment time by 30% [14][15]. Group 3: Industrial Foundation Model (IFM) - The Industrial Foundation Model is a collection of models rooted in 150PB of validated industrial data, designed to understand and operate within the constraints of industrial environments [24][28]. - Unlike general-purpose AI models, the IFM is tailored to comprehend machine language and industrial logic, making it suitable for complex manufacturing processes [25][28]. Group 4: Data and Knowledge as Competitive Advantages - Siemens possesses a unique data asset of 150PB, which spans various stages of product design and manufacturing, providing a competitive edge in AI model training [34][36]. - The company’s extensive experience and industry know-how are critical in navigating the complexities of data collection, cleaning, and model deployment in industrial settings [40][41]. Group 5: Strategic Moves and Future Outlook - Recent strategic actions include the acquisition of Altair for over $10 billion, enhancing Siemens' capabilities in industrial simulation and AI-driven optimization [67]. - Siemens is also focusing on reskilling its workforce to ensure that employees can effectively collaborate with AI technologies, emphasizing the importance of cultural acceptance of AI in industrial environments [62][65].

Key Takeaways HON's Q2 adjusted EPS rose 10% to $2.75, beating estimates; revenues climbed 8% to $10.35B.Strength in Aerospace, Building Automation and Energy drove organic sales growth of 5%.HON raised 2025 EPS outlook to $10.45-$10.65 and expects up to 5% organic sales growth.Honeywell International Inc. (HON) reported second-quarter 2025 adjusted earnings of $2.75 per share, which surpassed the Zacks Consensus Estimate of $2.64. The bottom line increased 10% year over year on an adjusted basis. On a repo ...

Honeywell (HON) Q2 2025 Earnings Call July 24, 2025 08:30 AM ET Company ParticipantsSean Meakim - Vice President, Investor RelationsVimal Kapur - Chairman & CEOMike Stepniak - SVP & CFOAndrew Obin - MD - Equity ResearchNigel Coe - Managing DirectorSteve Tusa - Managing DirectorScott Davis - Chairman, CEO & Founding Partner – Multi-Industry ResearchSheila Kahyaoglu - Aerospace & Defense & Airlines Equity ResearchChris Snyder - Executive DirectorAndrew Kaplowitz - Managing DirectorDeane Dray - Managing Direct ...

Financial Data and Key Metrics Changes - Honeywell's second quarter sales grew 5% organically, with earnings per share at $2.45, up 4% year over year, and adjusted earnings per share at $2.75, up 10% year over year [17][24] - Orders reached $10.5 billion, a 6% increase year over year, with a backlog growing 10% organically to a record $36.6 billion [17][18] - Free cash flow for the second quarter was $1 billion, down approximately $100 million from the previous year due to tariff-related cost inflation [17][18] Business Line Data and Key Metrics Changes - Aerospace Technologies grew 6% organically, with segment margin contracting 170 basis points to 25.5% due to higher cost inflation [19] - Industrial Automation sales were flat on an organic basis, with segment margin expanding 20 basis points to 19.2% [19] - Building Automation saw an 8% organic sales increase, with segment margin expanding 90 basis points year over year [20] - Energy and Sustainability Solutions sales grew 6% organically, but segment margin contracted 110 basis points to 24.1% due to cost inflation [20] Market Data and Key Metrics Changes - The U.S. remains the leading growth market, with normalized growth across Europe and China [58] - Defense and Space orders are strong, with double-digit growth driven by geopolitical circumstances and supply chain healing [114] Company Strategy and Development Direction - Honeywell is pursuing strategic alternatives for its Productivity Solutions and Services and Warehouse and Workflow Solutions businesses to clarify the standalone automation company's strategy [6][13] - The company is on track to separate into three independent companies, expected to maximize long-term value for stakeholders [7][8] - Honeywell is increasing its R&D spending across all segments to drive organic growth and innovation [90] Management's Comments on Operating Environment and Future Outlook - Management raised sales and earnings guidance for the full year, citing strong first-half performance despite potential impacts from tariffs [5][21] - The company remains cautious about business demand due to recent tariff announcements but is committed to offsetting these effects through productivity and pricing initiatives [21][22] - Management expressed confidence in the resilience of business demand across most sectors and regions [34] Other Important Information - Honeywell completed a bolt-on acquisition of Johnson's Methys Catalyst Technology business for GBP 1.8 billion, expected to close in 2026 [12] - The company is also evaluating strategic alternatives for its PSS and warehouse automation businesses [13] Q&A Session Summary Question: Insights on Aerospace and Supply Chain Issues - Aerospace orders remain strong, with expectations for improved commercial OE sales in the second half due to destocking issues being transitory [40][42] Question: UOP Growth and Future Outlook - Strong growth in Q2 was driven by a significant licensing agreement and catalyst sales, but energy project spending is expected to be delayed [52][54] Question: Industrial Automation and Margin Outlook - Demand and pricing pressures are primarily related to energy projects, impacting margins [56] Question: Defense and Space Growth - Growth is driven by strong demand and supply chain recovery, with double-digit growth expected in both domestic and international markets [114] Question: R&D Spending and Future Growth - Increased R&D spending is aimed at preparing Honeywell for future organic growth, with a focus on high-growth verticals [90][91]

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股票代码：688160 股票简称：步科股份 上海步科自动化股份有限公司 （中国（上海）自由贸易试验区申江路 5709 号、秋月路 26 号 3 幢北侧三楼） 上市公告书 保荐人（主承销商） 中国（上海）自由贸易试验区商城路 618 号 联席主承销商 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 二〇二五年七月 特别提示 一、发行数量及价格 二、本次发行股票预计上市时间 本次发行新增股份在其限售期满的次一交易日在上海证券交易所上市交 易（预计上市时间如遇法定节假日或休息日，则顺延至其后的第一个交易 日）。 三、新增股份的限售安排 本次发行对象共有 14 名，均以现金方式参与认购，全部发行对象认购的 股票自发行结束之日起六个月内不得转让。法律法规、规范性文件对限售期 另有规定的，依其规定。发行对象基于本次交易所取得的上市公司向特定对 象发行的股票，因上市公司分配股票股利、资本公积转增股本等情形所衍生 取得的股份亦应遵守上述股份锁定安排。发行对象因本次交易取得的上市公 司股份在锁定期届满后减持还需遵守《中华人民共和国公司法》、《中华人 民共和国证券法》、《上海证券交易所科创板股票上市规则》等相关法律法 ...