转债代码：118042 转债简称：奥维转债 第一节重要提示 1.1 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到www.sse.com.cn网站仔细阅读半年度报告全文。 1.2 重大风险提示 公司已在本报告中详细阐述在经营过程中可能面临的各种风险及应对措施，敬请查阅本报告第三 节、"管理层讨论与分析"中"四、风险因素"相关的内容。 1.3 本公司董事会及董事、高级管理人员保证半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。 1.4 公司全体董事出席董事会会议。 1.5 本半年度报告未经审计。 1.6 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 公司拟以本次董事会通知之日（2025年8月15日）的总股本315,637,856股为基数，向全体股东每10股派 发现金红利人民币5元（含税），合计拟派发现金红利人民币157,818,928元；本次不送红股,不进行资本 公积金转增股本。 在实施权益分派的股权登记日前，因可转债转股、回购股份、股权激励授予股份回购注销、重大资产重 组股份回购注销 ...

北交所策略专题报告 2025 年 08 月 25 日 卓兆点胶收购广东浦森，设备与耗材强强联合客户互补，中报扭亏为盈 ——北交所策略并购专题报告第五期 北交所研究团队 诸海滨（分析师） zhuhaibin@kysec.cn 证书编号：S0790522080007 政策鼓励北交所并购，前期并购事件推进中 从新"国九条"到"并购六条"，2024 年起，并购重组市场迎来了诸多积极信号。 产业整合、跨界并购，为产业发展注入了新的动力。此外，地方国资成立并购基 金的步伐也在加快，交易设计方面的创新层出不穷，上市公司亦借助并购重组的 力量积极拓展国际市场。定位为主要服务创新型中小企业的北交所，能够及时把 握并购机遇。我们认为，在北交所公司并购的趋势方向上，应重点关注：（1）同 一集团内优质资源整合；（2）新质生产力行业外延并购；（3）"强链补链"扩张 版图式并购。截至 2025 年 8 月 24 日，北交所共发生 32 家次重要投资并购事件。 卓兆点胶收购广东浦森 51%股权，是 "设备+耗材"协同并购的标杆案例 （1）交易设计：全资子公司苏州卓兆自动化科技有限公司以人民币 9,690 万元 收购广东浦森塑胶科技有限公司 ...

本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 【8月25日工商信息：小米基金入股国华智能装备，注册资本增加】近日，国华（青岛）智能装备有限 公司发生工商变更。天眼查信息显示，新增北京小米智造股权投资基金合伙企业（有限合伙）为股东。 同时，该公司注册资本由约935.22万人民币增至约1047.45万人民币。其成立于2021年2月，法定代表人 为王广。 该公司经营范围广泛，涵盖智能机器人研发与销售、工业机器人制造与销售等多个领域。 ...

资料显示，广东东方精工科技股份有限公司位于广东省佛山市南海区狮山镇强狮路2号(办公楼、厂房 A、厂房B)，公司主要从事智能瓦楞纸包装装备的研发、设计和生产，是国内最早从事该业务的公司之 一，同时也是水上动力设备的专业供应商。公司自2011年上市以来，已成为综合实力国际领先的智能瓦 楞纸包装装备供应商，并通过实施智能化、数字化转型，逐渐成为行业智慧工厂整体解决方案供应商。 8月25日，东方精工盘中10.01%涨停，截至10:04，报20.22元/股，成交20.71亿元，换手率10.66%，总市 值246.14亿元。 2025年1月-6月，东方精工实现营业收入21.59亿元，同比减少0.10%；归属净利润3.97亿元，同比增长 142.52%。 截至6月30日，东方精工股东户数15.1万，人均流通股6638股。 ...

Core Viewpoint - Wuxi Xian Dao Intelligent Equipment Co., Ltd. is a leading global high-end intelligent equipment platform company, providing competitive intelligent manufacturing equipment and solutions for emerging and high-end manufacturing industries [2]. Group 1: Company Overview - The company submitted its Hong Kong IPO prospectus on February 25, 2025, which became invalid on August 25, 2025, with CITIC Securities and JPMorgan serving as joint sponsors [1]. - According to Frost & Sullivan, based on order value for 2024, the company is the largest provider of intelligent equipment and solutions in the new energy sector, holding a 9.1% share of the global market, an increase of 3.3 percentage points from 2023 [2]. Group 2: Market Position - In the global market for lithium battery intelligent equipment, the company holds a market share of 22.4%, while its share in the intelligent logistics equipment for lithium batteries is 23.8% based on order value for 2024 [2]. - The company is the largest provider of lithium battery intelligent equipment globally, with a market share of 22.4% in the global market and 34.1% in the Chinese market, both of which have been consistently increasing during the reporting period [2].

Core Insights - The company has developed a 40-meter dual-column heavy-duty high-level stacker crane, filling a domestic gap and addressing equipment bottlenecks in ultra-high-density warehousing, with space utilization improved by over 50% compared to traditional solutions [2][9] - The company is recognized as a leading brand in the intelligent equipment sector, driven by a series of core products, continuous technological breakthroughs, and a clear development strategy [2][10] Product Matrix - Key products include cross-belt sorters, roller sorters, stackers, multi-layer shuttle cars, four-way pallet trucks, and gantry robots, which address multiple industry pain points and hold significant market positions [4][5] - In the express and e-commerce sectors, the market share of cross-belt sorters and roller sorters ranks among the top three, significantly enhancing operational efficiency and reducing sorting error rates [5] Technological Innovations - The company has overcome significant technical challenges, such as controlling welding deformation and precision in the manufacturing of 40-meter stacker columns, which directly impacts safety and efficiency in ultra-high storage [8][9] - Innovations in control cabinet design have led to a 40% increase in production efficiency and a reduction in error rates from 3% to below 0.5%, effectively doubling production capacity [9] Strategic Layout - The company aims to become a global leader in intelligent equipment by implementing a "four modernization" strategy focusing on internationalization, modularization, standardization, and digitalization [10][12] - The internationalization strategy has led to successful project deliveries in over 20 countries, with significant improvements in production cycles and storage costs for clients [10][12] - Modularization and standardization efforts have resulted in over 70% product reuse and a 30% reduction in delivery times compared to industry averages [12] Digital Transformation - The company is leveraging IoT and big data technologies to enhance production efficiency by 25% and reduce energy consumption by 18%, marking a significant step in its digital transformation [12]

8月22日，经公司申请，并经上海证券交易所办理，丰华股份(600615)证券简称变更为"鑫源智造 （600615）"。同日，鑫源智造举办以"轻装上阵·智造未来"为主题的战略发布会，对外发布全新战略， 明确以"成为户外作业轻量化智能装备领先品牌"为企业愿景，聚焦"轻量化+智能化"双轮驱动。 鑫源智造此次战略发布明确了两大核心业务板块的发展方向：农机业务向"智能化"深度转型，镁铝业务 强化"轻量化"技术优势，通过协同发力构建"材料-场景-智能"三位一体的产业生态。 鑫源智造董事长龚大兴 鑫源智造供图 据介绍，目前，鑫源集团已形成"整车+零部件"的垂直配套体系，将与鑫源智造的业务达成深度联动。 鑫源智造旗下镁业科技的轻量化零部件，不仅供应主流品牌车企，未来还将应用于鑫源集团的新能源汽 车、摩托车等产品，实现集团产业链闭环。 公司表示，这种协同效应，将使鑫源智造在重庆建设智能网联汽车之都的进程中，占据独特的产业位 置：既可为汽车产业提供轻量化材料支持，又能凭借智能化技术，参与智能网联装备的研发制造，成为 重庆高端制造业的重要一环。 此外，在人才布局方面，依托鑫源集团与中国科学院、宁德时代（300750）、腾讯、上海交 ...

8月21日，财富中文网发布了2025年《财富》中国科技50强（排名不分先后）。据记者统计，华为、腾讯、比亚迪、大疆、大族 激光、顺丰、神州数码、欣旺达、华大集团等9家深圳企业上榜，深圳成为上榜企业最多的城市之一。 今年是《财富》第二年发布中国科技50强榜单。与去年相比，今年榜单更加凸显人工智能企业的崛起。例如，今年迅速走红的 大模型公司DeepSeek首次入选；机器人赛道也迎来了更多新面孔，包括宇树科技、云深处、珞石机器人等。榜单显示，中国科 技力量正从消费互联网向人工智能、智能制造等新领域加速延展。 《财富》编辑部表示，一个科技与人类深度融合的时代已经到来。在技术迭代与市场需求的交汇中，中国公司们正在以强大的 执行力推动科技落地。在大模型领域，它们避开空泛的概念炒作，聚焦金融、医疗等垂直领域的模型优化，提高效率；在机器 人领域，它们通过优化关节灵活性与续航能力，让机器替代人类进入高危、高强度作业场景；在新能源领域，它们研发更高 效、清洁的能源，让人类与自然更和谐相处。 深圳方面，今年华为、腾讯、比亚迪、神州数码、欣旺达等5家企业蝉联上榜，同时，大疆、大族激光、顺丰、华大集团等4家 企业首次入选，涵盖通讯、数 ...

8月22日，拓斯达接待了Fullerton Fund Management Company Limited等多家机构调研。调研中公司表 示，上半年持续推进"聚焦产品，收缩项目"的战略转型，深化业务结构调整。报告期内公司产品类业务 规模稳步增长，但智能能源及环境管理系统业务规模收缩67.20%。 2025年上半年，拓斯达经营活动现金流净额为4341.61万元，同比增长6644.87%。公司存货账面价值为 8.13亿元，较上年末增加1.83亿元。 拓斯达最新股价为36.88元，较前一交易日上涨1.10%。公司2025年上半年实现营业收入10.86亿元，归 属于上市公司股东的净利润2873万元。 风险提示：投资有风险，入市需谨慎。本文不构成任何投资建议。 拓斯达主营业务为工业机器人、注塑机、数控机床等智能装备的研发、生产和销售。公司致力于为制造 企业提供智能制造整体解决方案，目标是成为全球领先的智能装备服务商。 ...

Core Insights - The report highlights Dazhu Laser (002008) as a global leader in intelligent manufacturing equipment, emphasizing its vertical integration advantage across various product lines, including information industry equipment, new energy equipment, semiconductor equipment, and general industrial laser processing equipment. The company is projected to achieve a CAGR of 11.77% in revenue and 11.36% in net profit from 2010 to 2024 [1][11]. Information Industry - The demand for PCB and consumer electronics equipment is expected to grow rapidly due to AI and export drivers. The PCB sector is benefiting from increased demand for AI servers and technological upgrades in smartphones and automotive electronics, particularly in Southeast Asia [1][11]. - Consumer electronics are seeing a surge in demand for AI terminal products, leading to a significant upgrade in equipment. The company maintains a high market share and anticipates a rapid increase in orders [1][11]. New Energy Sector - The new energy sector is witnessing a bottoming out of demand, with exports and new technologies driving equipment growth. Domestic battery companies are expanding overseas, and new technologies like solid-state batteries are emerging, creating new opportunities for the equipment industry [2][11]. - In the photovoltaic sector, high installation volumes and continuous technological iterations are expected to sustain demand. The company has secured bulk orders for key production equipment from mainstream battery manufacturers [2][11]. Semiconductor and New Display Equipment - The semiconductor industry is recovering, leading to increased equipment demand. Laser technology is becoming a critical processing method in semiconductor packaging [11]. - The new display sector is benefiting from laser technology applications, particularly in promoting the rapid industrialization of Micro LED displays [11]. General Industrial Equipment - The general industrial laser processing equipment market is large and showing steady demand growth, driven by increased penetration rates, power upgrades, and overseas exports. The domestic laser equipment market is estimated to be around 910 billion [11]. Investment Rating - The report initiates coverage with a "Buy" rating for Dazhu Laser, forecasting net profits of 1.074 billion, 1.575 billion, and 2.043 billion for 2025-2027. The current stock price corresponds to PE ratios of 32, 22, and 17 for the same years, which are significantly lower than the average PE ratios of comparable companies [2][11].