10月10日晚间，北自科技（沪市代码：603082）披露发行股份及支付现金购买资产并募集配套资金报告书（草案）。公司拟向翁忠杰、刘庆国、冯伟共3 名交易对方购买苏州穗柯智能科技有限公司（以下简称"穗柯智能"）100%股权，同时拟向不超过35名特定投资者发行股份募集配套资金不超过3200万 元。 据北自科技介绍，穗柯智能成立于2017年，是一家专注于智能物流系统和装备的高新技术企业，总部坐落在苏州高新区。 根据中企华出具的《资产评估报告》，标的公司100%股权的评估值为1.4亿元，比截至2025年3月31日经审计的标的公司合并报表归属于母公司所有者权 益增值1.13亿元，增值率为413.16%。 | | | | | | | | 单位: 万元 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易 标的 | 基准日 | 评估或 估值方 | 评估或估值 | 增值率/溢 | 本次拟交易的 | 交易价 | 其他说明 | | 名称 | | 法 | 结果 | 价率 | 权益比例 | 格 | | | 穗柯 智能 | 2025 年 3 月 31 日 | | | | | ...

证券日报网讯传化智联10月9日在互动平台回答投资者提问时表示，围绕科技变革与应用，公司积极探 索"场景+科技"的业务创新模式，在人形机器人方面，依托丰富的产业场景生态，公司将与行业内优秀 企业共同推动具身智能的场景化落地，如达到信息披露标准，公司将根据法律法规及时对外公告。 （文章来源：证券日报） ...

安徽合力 Q&A 摘要 安徽合力出口业务稳健增长，欧洲市场恢复明显，1-8 月营收增长约 18%，三季度加速。北美市场受贸易战影响接近尾声，预计明年或下半 年需求恢复。亚洲（除中国）市场增速超 15%，南美增速超 70%。 国内市场稳健恢复，结构性向好，大动力车、锂电车替代内燃车。智能 物流方面，预计今年营收达 9-10 亿元，同比增长超 50%。 公司与江淮前沿创新中心合作成立实验室，开发工业端具身智能机器人， 包括人形、类人形产品，应用于拣选、搬运、装配等场景，计划成立合 资公司落地项目。 智能物流系统以国内市场为主，占比超 90%，毛利率约 24%-25%，软 件占 20%，硬件占 80%，无人叉车约占 40%。海外市场是未来重要增 长空间。 海外智能物流系统仍处于自动化阶段。公司将扎实渠道建设，形成大客 户突破，与央企合作打通标杆客户，实现出海战略。欧美和亚洲订单预 计很快落地。 新能源车型（一类车）增长最快，月平均增速 30%-40%，用户认知度 高，市场占有率迅速提升，预计将逐步替代内燃车型一半以上份额。 针对美国关税，公司采取涨价策略，转嫁给代理商。计划 2026 年在泰 国工厂投产，支撑美国市 ...

9月30日，中邮科技跌0.65%，成交额3.27亿元。两融数据显示，当日中邮科技获融资买入额4670.96万 元，融资偿还6430.46万元，融资净买入-1759.50万元。截至9月30日，中邮科技融资融券余额合计3.89 亿元。 责任编辑：小浪快报 融资方面，中邮科技当日融资买入4670.96万元。当前融资余额3.89亿元，占流通市值的8.35%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，中邮科技9月30日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，中邮科技股份有限公司位于上海市普陀区中山北路3185号，成立日期2002年7月5日，上市日 期2023年11月13日，公司主营业务涉及智能物流系统的研发、设计、生产、销售以及智能专用车的改造 设计及销售。主营业务收入构成为：智能物流系统81.63%，智能专用汽车8.65%，备品备件及技术服务 等8.57%，其他1.15%。 截至6月30日，中邮科技股东户数5900.00，较上期增加19.63%；人均流通股11208股，较上期 ...

Core Viewpoint - The recent "Guiding Opinions on Vigorously Developing Digital Consumption to Co-create a Better Life in the Digital Age" outlines 14 specific tasks aimed at enhancing digital consumption, which is projected to reach 23.8 trillion yuan in 2024, accounting for 44.2% of total consumer spending that year [1][2]. Group 1: Digital Consumption Transformation - Digital consumption is evolving from traditional online shopping to a comprehensive ecosystem that includes digital products, services, content, and channels [2][3]. - The shift from traditional consumption to digital consumption is a strategic response to the challenges faced by conventional markets, such as saturation in the automotive sector and difficulties in the restaurant industry [2][3]. Group 2: Supply and Service Innovations - The guiding opinions emphasize a multi-dimensional supply system, promoting the upgrade of hardware products to smart home solutions and innovative service models like AI in healthcare [4][5]. - The policy supports new retail channels, including instant retail and social e-commerce, aiming for urban-rural coverage and efficiency improvements [4][5]. Group 3: Market Participants and Support - The strategy encourages large enterprises to establish innovation partnerships and supports the development of e-commerce parks, while also providing foundational support for small and medium-sized enterprises [5][6]. - Financial backing is proposed to alleviate the financing challenges faced by small businesses, particularly in rural areas [5][6]. Group 4: Infrastructure and Logistics - The guiding opinions stress the importance of building a robust infrastructure for digital consumption, including smart districts and enhanced logistics systems [6][7]. - Upgrades in payment systems and the expansion of digital currency acceptance are also highlighted to improve user experience [6][7]. Group 5: Societal and Economic Impact - The policy aims to enhance public welfare by addressing issues like the digital divide for the elderly and promoting rural e-commerce [7][8]. - Long-term value creation in the financial market is anticipated through innovative consumption finance products, with potential investment opportunities in sectors like AI and digital culture [7][8]. Group 6: Future Outlook and Challenges - The transformation in digital consumption is expected to reshape economic structures and individual lifestyles, with a clear development path outlined in the guiding opinions [8]. - Challenges such as data security and privacy protection need to be addressed for effective policy implementation, requiring collaboration between government and enterprises [8].

9月26日，德马科技跌5.35%，截至发稿，报23.01元/股，成交2.67亿元，换手率4.41%，总市值60.69亿 元。德马科技股价已经连续3天下跌，区间累计跌幅7.78%。 责任编辑：小浪快报 资料显示，德马科技集团股份有限公司位于浙江省湖州市埭溪镇上强工业区，成立日期2001年4月29 日，上市日期2020年6月2日，公司主营业务涉及智能物流系统、关键设备及其核心部件的研发、设计、 制造、销售和服务。主营业务收入构成为：物流输送分拣核心部件67.85%，智能自动化物流输送分拣 系统及其关键设备30.86%，售后及其他0.89%，其他业务0.40%。 从基金十大重仓股角度 数据显示，申万菱信基金旗下1只基金重仓德马科技。申万菱信乐成混合A（017063）二季度持有股数 19.75万股，占基金净值比例为3.15%，位居第十大重仓股。根据测算，今日浮亏损失约25.68万元。连 续3天下跌期间浮亏损失40.5万元。 申万菱信乐成混合A（017063）成立日期2023年3月23日，最新规模9381.33万。今年以来收益45.75%， 同类排名1527/8171；近一年收益46.17%，同类排名3304/8004 ...

Group 1 - The core viewpoint of the news is that Dongjie Intelligent experienced a decline in stock price, dropping by 5.06% to 24.20 CNY per share, with a trading volume of 1.399 billion CNY and a turnover rate of 12.23%, resulting in a total market capitalization of 11.031 billion CNY [1] - Dongjie Intelligent Technology Group Co., Ltd. is based in Taiyuan, Shanxi Province, and was established on December 14, 1995, with its listing date on June 30, 2015. The company specializes in the research, design, production, and sales of intelligent logistics conveying systems, intelligent logistics storage systems, intelligent parking garages, and intelligent painting production lines for automobiles [1] - The revenue composition of Dongjie Intelligent is as follows: intelligent logistics storage systems account for 79.11%, intelligent production systems 18.51%, spare parts and others 1.67%, and intelligent three-dimensional parking systems 0.70% [1] Group 2 - From the perspective of the top ten circulating shareholders of Dongjie Intelligent, Huaxia Fund has increased its holdings in the Huaxia CSI Robot ETF (562500) by 378,900 shares in the second quarter, bringing the total to 6.3982 million shares, which represents 1.61% of the circulating shares. The estimated floating loss today is approximately 8.2537 million CNY [2] - The Huaxia CSI Robot ETF (562500) was established on December 17, 2021, with a latest scale of 14.471 billion CNY. Year-to-date returns are 42.25%, ranking 1147 out of 4220 in its category; the one-year return is 90.95%, ranking 685 out of 3824; and since inception, the return is 10.52% [2] - The fund manager of the Huaxia CSI Robot ETF is Hualong, who has been in the position for 3 years and 37 days, with a total fund asset scale of 42.926 billion CNY. The best fund return during the tenure is 105.43%, while the worst return is -15.08% [2]

Group 1: Digital Consumption Promotion - The Ministry of Commerce and eight other departments have jointly issued 14 measures to promote digital consumption, focusing on enhancing supply, nurturing business entities, optimizing support systems, and creating a favorable environment for digital consumption [1] Group 2: Consumer Electronics and Smart Hardware - Luxshare Precision (002475) is a global leader in consumer electronics manufacturing, benefiting from the growth in demand for VR/AR devices and AI terminals [3] - Midea Group (000333) is a leader in the smart home ecosystem with over 40% penetration of smart appliances and a 25% growth rate in overseas markets [3] - GoerTek (002241) is a global leader in VR/AR manufacturing, directly benefiting from the proliferation of AI terminal hardware [3] Group 3: Digital Payment and Fintech - Hengbao Co., Ltd. (002104) is a core participant in the digital RMB pilot, covering over 100 banks and deeply involved in the development of the central bank's digital currency wallet [3] - The expansion of digital payment scenarios is expected to benefit third-party payment leaders [4] Group 4: AI and Digital Technology Applications - iFlytek (002230) is expected to benefit from policy support for AI terminal proliferation, with the government AI market projected to exceed 200 billion yuan [4] - Hikvision (002415) is a global leader in smart security, with an AI camera penetration rate exceeding 80% and expansion into industrial and retail sectors [5] Group 5: Intelligent Logistics and Supply Chain - SF Holding (002352) is a leader in drone delivery trials, with significant advancements in smart logistics technology [6] Group 6: Semiconductor and Computing Infrastructure - A leading company in high-performance computing and servers is expected to benefit from the expansion of AI infrastructure and domestic substitution [8] - A rare AI chip design company is supported by policies favoring AI terminals and computing infrastructure [9]

Group 1 - The fourth Global Digital Trade Expo in Hangzhou witnessed the signing of 45 projects with a total investment of 648.7 billion RMB (including 300 million USD), focusing on digital economy, artificial intelligence, smart manufacturing, new energy, smart logistics, and financial technology [1] - The signed projects emphasize the construction of Zhejiang's "415X" industrial cluster, highlighting the development of the digital economy and targeting high-quality investment projects in areas such as digital technology, digital intelligence, and digital health [1] - Significant projects include a large model application community project aimed at enhancing digital technology innovation, a storage production base project in Jiaxing with substantial investment to boost the new energy sector, and semiconductor equipment projects to strengthen Zhejiang's competitiveness in the semiconductor industry [1] Group 2 - The signing event featured diverse cooperation forms, enhancing international economic and trade collaboration, such as the Yiwu-Indonesia Economic and Trade International Hub project, and expanding business layouts through projects like the Yuntian Changxiang East China Business Center [2] - Several base projects were signed, including an intelligent wiring harness production base, showcasing Zhejiang's attractive investment environment and robust industrial development foundation [2] - The projects encourage collaboration platforms, resource sharing, and co-innovation, with initiatives like the smart logistics packaging box manufacturing project promoting sustainable development through a circular economy model [2]

Group 1 - The core viewpoint of the news is that Dongjie Intelligent has seen a significant increase in its stock price, rising by 5.06% to 25.12 CNY per share, with a trading volume of 808 million CNY and a turnover rate of 7.51%, resulting in a total market capitalization of 11.451 billion CNY [1] - Dongjie Intelligent Technology Group Co., Ltd. is located in Taiyuan, Shanxi Province, and was established on December 14, 1995, with its listing date on June 30, 2015. The company specializes in the research, design, production, and sales of intelligent logistics conveying systems, intelligent logistics storage systems, intelligent parking garages, and intelligent painting production lines for automobiles [1] - The revenue composition of Dongjie Intelligent is as follows: intelligent logistics storage systems account for 79.11%, intelligent production systems 18.51%, spare parts and others 1.67%, and intelligent three-dimensional parking systems 0.70% [1] Group 2 - Among the top ten circulating shareholders of Dongjie Intelligent, a fund under Huaxia Fund has increased its holdings in the Huaxia CSI Robot ETF (562500) by 378,900 shares in the second quarter, bringing the total to 6.3982 million shares, which represents 1.61% of the circulating shares. The estimated floating profit today is approximately 7.7418 million CNY [2] - The Huaxia CSI Robot ETF (562500) was established on December 17, 2021, with a latest scale of 14.471 billion CNY. Year-to-date, it has achieved a return of 41.91%, ranking 1137 out of 4220 in its category; over the past year, it has returned 90.47%, ranking 692 out of 3820; and since its inception, it has returned 10.26% [2]