中科微至科技股份有限公司2024 年年度报告 公司代码：688211 公司简称：中科微至 中科微至科技股份有限公司 中科微至科技股份有限公司2024 年年度报告 重要提示 一、本公司董事会、监事会及董事、监事、高级管理人员保证年度报告内容的真实性、准确性、 完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、公司上市时未盈利且尚未实现盈利 □是 √否 三、重大风险提示 公司已在本报告中描述可能存在的风险，敬请查阅"第三节管理层讨论与分析"之"四、风险因 素"部分，请投资者注意投资风险。 四、公司全体董事出席董事会会议。 五、毕马威华振会计师事务所（特殊普通合伙）为本公司出具了标准无保留意见的审计报告。 六、公司负责人李功燕、主管会计工作负责人姚益及会计机构负责人（会计主管人员）姚益声明： 保证年度报告中财务报告的真实、准确、完整。 七、董事会决议通过的本报告期利润分配预案或公积金转增股本预案 经毕马威华振会计师事务所（特殊普通合伙）审计，中科微至2024年度实现归属于上市公司 股东的净利润为-84,750,818.23元，母公司净利润为-65,668,824.90元。母公司2024 ...

回复： 一、公司说明 （一）列示总集成式、窄带机式、智能仓储系统前五名客户名称及关联关系、 销售内容、应用领域、金额及占比、结算方式、回款情况，结合市场供需及竞争 状况、同行业可比公司业绩情况，说明前述业务营收大幅增长的原因，并结合公 司技术水平、客户集中度情况等，说明业务是否具有可持续性 情况及截至 2025 年 5 月 31 日的回款情况如下： 中信证券股份有限公司 关于中科微至科技股份有限公司 上海证券交易所： 根据贵所《关于中科微至科技股份有限公司 2024 年年度报告的信息披露监管 问询函》（上证科创公函20250255 号，以下简称《问询函》）的要求，中信证券 股份有限公司（以下简称"中信证券"或"持续督导机构"）作为中科微至科技股份有 限公司（以下简称"中科微至"或"公司"）的持续督导机构，会同公司及相关中介机 构，对问询函所提及的事项进行了逐项落实，现将问询函所涉及问题回复如下： 问题 1 关于经营业绩 年报显示，2024 年公司实现营业收入 24.74 亿元，较上年增长 26.42%，归母 净利润-0.85 亿元，较上年由盈转亏。2022-2024 年，公司连续三年扣非后归母净 利润为负。其 ...

近日，全球物流自动化权威大奖"年度国际内部物流奖 IFOY AWARD"重磅发布。全球智能机器人引领 者极智嘉(Geek+)斩获2025年IFOY"综合客户解决方案"大奖，成为本年度唯一获奖的中国机器人企业。 IFOY奖项素有"内部物流行业风向标"之称。极智嘉此前曾三度荣膺IFOY最佳物流证书，此次登顶最高 荣誉，彰显中国企业在全球智能物流领域持续提升的技术话语权。 本次获奖方案RoboShuttle货箱到人拣选系统，凭借创新技术实现仓储效率突破，印证了极智嘉从技术研 发到商业落地的全链条能力，持续推动全球智能升级。 联手欧洲医药巨头Dr. Max 1 Wars[einer from f 0 # n P 效率、安全与创新三重突破 RoboShuttle货箱到人方案领跑行业 极智嘉RoboShuttle货箱到人拣选方案凭借领先的整体方案效率(软硬件)、高安全性与容错设计、持续性 的方案创新能力三大优势，构建起"大小车"领域的领先地位。 行业领先的整体效率：经过四年技术进化，大车RoboShuttle提升速度达2.7m/s，小车P40实现30箱/小时 循环吞吐；配套的RMS系统能实施处理大规模多源异构移动机器人的 ...

Group 1 - Zhongyuan Expressway's wholly-owned subsidiary, Bingyuan Investment Holdings, successfully listed its investment in Geek+ (stock code: 02590.HK) on the Hong Kong Stock Exchange, marking it as the "first global stock of autonomous mobile robots in warehousing" [1] - Bingyuan Investment holds approximately 6.1815 million shares of Geek+ through the Sailin Huihong Fund, which is expected to yield good investment returns for Zhongyuan Expressway based on the closing price of HKD 17.7 per share on the listing day [1] Group 2 - Geek+ is recognized as a national-level manufacturing single champion and is a global leader in the smart logistics robot sector, maintaining the top market share in the global AMR (Autonomous Mobile Robot) solutions for warehousing for six consecutive years [3] - The company's AMR solutions are widely applied across various industries, including retail, manufacturing, and logistics, serving over 800 global clients, including many Fortune 500 companies, and covering more than 40 countries and regions [3] - Geek+ demonstrates strong growth momentum with a projected revenue compound annual growth rate (CAGR) of 45% from 2021 to 2024 and has established a leadership position in high-end markets in Europe and the United States [3] - The global AMR market is entering a rapid development phase, and the listing will provide Geek+ with a broader development platform [3] Group 3 - Bingyuan Investment was established in 2008 with a registered capital of 700 million yuan, fully funded by Zhongyuan Expressway, and is one of the early domestic investment institutions operating in a market-oriented manner [3] - The investment platform focuses on equity investment in strategic emerging industries, particularly in technology innovation enterprises [3] - Zhongyuan Expressway plans to continue leveraging Bingyuan Investment's professional operations to contribute to the development of new productive forces [3]

Core Viewpoint - Zhejiang Hangcha Intelligent Technology Co., Ltd. is conducting an equity swap, necessitating an evaluation of the total equity value of its shareholders, with the assessment based on the market value as of March 31, 2025 [4][5]. Group 1: Assessment Purpose and Scope - The purpose of the assessment is to provide a reference for the total equity value of Hangcha Intelligent's shareholders in relation to the equity swap [4]. - The assessment covers all assets and liabilities of Hangcha Intelligent as of March 31, 2025, including current and non-current assets and liabilities, as audited by Tianjian Accounting Firm [4][5]. Group 2: Financial Overview - As of March 31, 2025, the total assets of Hangcha Intelligent are valued at 791,728,917.08 RMB, with total liabilities of 738,478,115.29 RMB, resulting in shareholder equity of 53,250,801.79 RMB [6]. - The company reported a net profit of -4,103,765.90 RMB for the first quarter of 2025, following a net profit of 35,166,398.21 RMB in 2024 [6]. Group 3: Valuation Methodology - The assessment utilized both the asset-based approach and the income approach, ultimately adopting the income approach to determine the total equity value of Hangcha Intelligent at 480,000,000.00 RMB [5][6]. - The valuation reflects an increase of 426,749,198.21 RMB compared to the book value of 53,250,801.79 RMB, resulting in a valuation increase rate of 801.39% [5]. Group 4: Company Background - Hangcha Intelligent was established in February 2018 with an initial registered capital of 50 million RMB, focusing on the manufacturing of industrial robots and related equipment [6]. - The company has undergone several equity transfers, with the current registered capital remaining at 50 million RMB, and its major shareholders include Hangcha Group Co., Ltd. and other limited partnerships [6]. Group 5: Business Operations - Hangcha Intelligent specializes in the integration of intelligent logistics systems and related equipment, emphasizing research and development, production, installation, and technical services [6]. - The company has established partnerships with key universities and research institutions to enhance its technological capabilities and has received various industry awards for its products [6].

内容概况：当前，中国智能物流系统行业正处于技术驱动与产业升级的关键阶段。2024年，中国智能物流系统行业市场规模约为12785亿元，同比增长 17.65%。目前，行业呈现三大特征：一是技术融合加速，物联网、大数据、人工智能等技术深度渗透，例如京东物流通过动态路径优化技术降低运输成 本，顺丰运用区块链实现冷链溯源；二是应用场景拓展，从电商仓储向制造业、医药、跨境等领域延伸，如今天国际为特变电工打造的5G智能工厂，实现 仓储效率提升30%；三是市场格局分化，头部企业凭借技术壁垒与生态布局占据主导地位，而中小企业则聚焦细分领域寻求差异化突破。 相关上市企业：今天国际（300532）、东杰智能（300486）、德马科技（688360）、昆船智能（301311）、科捷智能（688455）、兰剑智能（688557）、顺 丰控股（002352）、中科微至（688211）、北自科技（603082）、京东物流（02618） 相关企业：宝山钢铁股份有限公司、中国铝业股份有限公司、金发科技股份有限公司、深圳市汇川技术股份有限公司、中控技术股份有限公司、广东省奥普 特科技股份有限公司、歌尔股份有限公司、广东拓斯达科技股份有限公司、华 ...

苏州华亚智能科技股份有限公司 相关债券 2025 年跟踪评级报告 中鹏信评【2025】跟踪第【674】号 02 信用评级报告声明 除因本次评级事项本评级机构与评级对象构成委托关系外，本评级机构及评级从业人员与评级对象不存 在任何足以影响评级行为独立、客观、公正的关联关系。 本评级机构与评级从业人员已履行尽职调查义务，有充分理由保证所出具的评级报告遵循了真实、客 观、 公正原则，但不对评级对象及其相关方提供或已正式对外公布信息的合法性、真实性、准确性和完整性 作任何保证。 本评级机构依据内部信用评级标准和工作程序对评级结果作出独立判断，不受任何组织或个人的影响。 本评级报告观点仅为本评级机构对评级对象信用状况的个体意见，不作为购买、出售、持有任何证券的 建议。本评级机构不对任何机构或个人因使用本评级报告及评级结果而导致的任何损失负责。 本次评级结果自本评级报告所注明日期起生效，有效期为被评证券的存续期。同时，本评级机构已对受 评对象的跟踪评级事项做出了明确安排，并有权在被评证券存续期间变更信用评级。本评级机构提醒报 告使用者应及时登陆本公司网站关注被评证券信用评级的变化情况。 本评级报告版权归本评级机构所有，未 ...

Group 1 - The core viewpoint of the news is that Dematech has signed a significant sales contract with MercadoLibre, amounting to approximately $43.39 million, which is expected to enhance the company's revenue and support its global expansion strategy [1] - The contract with MercadoLibre is a major order for Dematech in the first half of the year, with the contract value close to the company's projected revenue for Q1 2025 [1] - MercadoLibre is recognized as the largest e-commerce ecosystem in Latin America, operating across 18 countries, which presents a substantial market opportunity for Dematech [1] Group 2 - Dematech has established itself as a leading smart logistics equipment company in China, with a complete industrial chain and over a decade of experience in global expansion [2] - In 2024, Dematech's overseas business generated revenue of approximately $3.79 billion, marking a year-on-year growth of 24.79%, contributing to 26% of the company's total revenue [2] - The company has launched a "Globalization 2.0 Strategy" aimed at enhancing its overseas market penetration through a localized service model [2] Group 3 - Under the Globalization 2.0 Strategy, Dematech has secured a contract for the SHEIN US B4 smart logistics project, valued at approximately $23.50 million, establishing a benchmark in North America [3] - The company is expanding its global marketing and manufacturing network by establishing service centers and local assembly factories in multiple countries [3] - The growth of the cross-border e-commerce market, particularly in emerging markets like Latin America and Southeast Asia, is driving the demand for smart logistics solutions, positioning Dematech favorably in the global market [3]

宏观热点 工信部发布2025年前5个月通信业经济运行情况，其中指出，千兆用户规模持续扩大。截至5月末，三家 基础电信企业的固定互联网宽带接入用户总数达6.82亿户，比上年末净增1216万户。其中，100Mbps及 以上接入速率的固定互联网宽带接入用户达6.48亿户，占总用户数的95%；1000Mbps及以上接入速率的 固定互联网宽带接入用户达2.23亿户，比上年末净增1635万户，占总用户数的32.7%，占比较上年末提 升1.8个百分点。 全国非法倾倒处置固体废物专项整治行动启动 生态环境部新闻发言人裴晓菲6月25日介绍，经国务院同意，生态环境部、最高人民法院、最高人民检 察院等8部门近日联合启动全国非法倾倒处置固体废物专项整治行动，计划用3年左右时间，在全国范围 内开展集中整治，遏制非法转移倾倒处置固体废物高发态势。 财政部：5月全国共销售彩票570.36亿元，同比增长19.8% 财政部发布数据显示，5月份，全国共销售彩票570.36亿元，同比增加94.18亿元，增长19.8%，主要原 因是5月份体育赛事较多带动竞猜型彩票销量增长，以及去年同期即开型彩票销量基数较低等。其中， 福利彩票机构销售185.29亿 ...

再看一间铺子。上海定兴路6号，卖蛋饼的店铺外，不同肤色和国籍的人在排队。签证便利，食客云 集，小巷小店里富含"国际浓度"。人们品尝美食、品味中国，余味悠长。 空箱子映照大制造、大市场，小蛋饼散发烟火气、好味道。这从一个侧面展现了中国的开放与活力，以 内在发展的高质量，吸引外部融入的大流量。 统筹内与外，是观察发展的重要视角，也是推动发展的重要方法。内有活力，外有引力，让有利于发展 的要素为我所用，方能拓展出成长的大空间。 辩证地看，不同地域、领域的发展阶段、特点不尽相同，相互间存在差别也属正常。把"外部"的积极因 素，吸纳到自身发展之中，就能够打开发展的新维度，"内外有别"也会变为"内外一体"。 内外兼顾，向好发展，先要研判趋势、抓住机遇，在明确优势与短板中找准定位。这既要看自己有什 么，又要看区域有什么，更要看发展大势是什么。 当网购成常态，不做零售又不从事运输的企业，如何融入大潮、抢抓大机遇？背靠长三角"包邮区"的安 徽南陵县，瞄准市场空白，打造智能物流装备产业，仅物流分拣设备的国内市场占有率就超过35%。南 陵物流智能装备产业的"从无到有"，秘诀就在于"走开放的道路，跨出自己的小天地"。 "我"与"你" ...