证券代码：002376 证券简称：新北洋 山东新北洋信息技术股份有限公司投资者关系活动记录表 编号：2025-08-25 | | ■特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系 | □媒体采访 | □业绩说明会 | | 活动类别 | □新闻发布会 | □路演活动 | | | □现场参观 | | | | ■其他 | | | 参与单位名称 | 中银证券：杨思睿、郑静文 中银理财：郭艳超 | | | | 富安达基金：沈洋 | | | | 汇华理财：陆达之 | | | 及人员姓名 | 运舟资本：邹伟 | | | | 圆信永丰基金：田玉铎 | | | | 进门财经：赵嫚妮 | | | 时间 | 2025 年 8 月 25 日 16:00-17:00 | | | 地点 | 线上交流 | | | 上市公司接待 | 董事会秘书：康志伟 | | | 人员姓名 | 证券事务代表：倪赛君 | | | 投资者关系活动主 | 一、董事会秘书对公司 2025 | 年半年度业绩情况做简要介绍。 | | 要内容介绍 | 二、董事会秘书回答投资者的相关问题。 | | | | | 公司对相关情况进行 ...

机器人采用双模式运行机制，在自动模式下可按预设路径24小时不间断巡检，电量不足时会自主返 回充电，还能生成数据和报警报表，便于工作人员及时处理问题。人工模式则支持远程操控，如同遥控 车般灵活应对复杂场景。 "200米范围内的管廊巡检，过去需要两名工作人员全天值守，现在一台机器人就能轻松完成，且数 据实时上传形成报表，大幅提升了运维效率。"广西产业技术研究院时空信息技术研究所北斗导航技术 中心技术总监李有明说道。 身高1米、造型简约的地面式全向智能巡检机器人，在狭窄的地下管廊灵活移动，头顶的双摄像头 警惕地扫描着周围的环境；长得方头方脑的轨道式巡检机器人，闪烁着红、绿、蓝三色指示灯，正循着 管廊顶部的轨道丝滑前行高效作业……近日，记者在南宁城投集团所属南宁城市运营集团有限责任公司 运营的三塘管廊监控中心地下综合管廊内看到，两台新型智能巡检机器人正默契配合，执行"天地协同 巡检"的巡查工作。它们上岗3个月来，为城市基础设施运维注入了新动力，广西智能城市建设、智慧城 市治理又添新妙招。 技术升级： 从"行走的摄像头"到智能巡检卫士 南宁地下综合管廊作为城市"生命线"，集成了电力、污水、燃气、通信等多种管线。以往，人 ...

天眼查App显示，近日，河南力锋智能设备有限公司成立，法定代表人为刘媛，注册资本100万人民 币，经营范围为一般项目：智能机器人的研发；机械设备研发；软件开发；通用设备制造（不含特种设 备制造）；金属加工机械制造；工业机器人制造；金属切割及焊接设备制造；金属切割及焊接设备销 售；金属成形机床制造；金属成形机床销售；金属切削机床销售；智能机器人销售；工业机器人销售； 工业自动控制系统装置销售；工业控制计算机及系统销售；机械设备销售；轴承、齿轮和传动部件制 造；机械零件、零部件销售；金属制品销售；五金产品零售；电气设备销售；通用设备修理；机械设备 租赁；货物进出口；技术进出口；网络技术服务；技术服务、技术开发、技术咨询、技术交流、技术转 让、技术推广；数据处理服务；普通机械设备安装服务（除依法须经批准的项目外，凭营业执照依法自 主开展经营活动）。 ...

泰禾智能公告，2025年上半年营业收入2.49亿元，同比增长10.92%。净利润1057.7万元，同比增长 61.24%。 ...

Core Insights - Liaoning Xinxin Hanqi General Aviation Technology Co., Ltd. has been established with a registered capital of 3 million RMB [1] - The company is involved in a wide range of activities including the sales and manufacturing of intelligent unmanned aerial vehicles, smart power distribution and control equipment, and agricultural machinery services [1] - The company also engages in technology services, research and development in new materials, and various IoT-related services [1] Company Overview - The legal representative of the company is Qu Tao [1] - The business scope includes general aviation services, civil aircraft pilot training, flight training, and the production and maintenance of civil aircraft and components [1] - The company is authorized to conduct activities that require approval from relevant authorities, indicating a structured approach to compliance and regulation [1]

Economic Overview - The national economy shows a steady growth trend, with industrial added value above designated size increasing by 5.7% year-on-year in July and 6.3% from January to July [1][3] - The service industry continues to grow rapidly, contributing significantly to economic stability [6] Industrial Production - Industrial production maintains robust growth, with high-quality development progressing steadily, showcasing resilience and potential [1] - High-tech manufacturing added value increased by 9.3% year-on-year in July, with significant growth in integrated circuits and electronic materials [2] - Equipment manufacturing and high-tech manufacturing sectors are key contributors, with respective growth rates of 8.4% and 9.3% [1][2] Investment Trends - Fixed asset investment continues to expand, with a total of 288,229 billion yuan from January to July, marking a 1.6% year-on-year increase [3] - Manufacturing investment grew by 6.2%, with high-tech industries such as aerospace and information services seeing substantial increases [3] Consumer Market - Retail sales showed positive growth, with total retail sales reaching 38,780 billion yuan in July, up 3.7% year-on-year [4] - Online retail sales increased by 9.2%, indicating a strong shift towards e-commerce [4][5] - The consumption upgrade policy, including trade-in programs, has positively impacted sales of upgraded goods [5] Service Sector Growth - The service sector's contribution to economic growth is significant, with a 5.5% year-on-year increase in added value in the first half of 2025 [6] - The service production index rose by 5.8% in July, with information technology services growing at 11.9% [6]

天眼查App显示，近日，南京骋途智能设备有限公司成立，法定代表人为王文孝，注册资本30万人民 币，经营范围为一般项目：智能基础制造装备销售；包装专用设备销售；机械设备销售；机械设备研 发；包装材料及制品销售；金属包装容器及材料销售；办公设备耗材销售；五金产品批发；五金产品零 售；气体压缩机械销售；塑料制品销售（除依法须经批准的项目外，凭营业执照依法自主开展经营活 动）。 ...

Group 1 - The core viewpoint highlights the rapid advancement of digital technology in China, particularly in healthcare, where facial recognition is now used for medical services, reflecting a significant shift in service accessibility and efficiency [1] - The national internet hospital service volume has exceeded 100 million visits, and over 1.2 billion users have adopted the health insurance code, indicating a substantial increase in digital healthcare adoption [1] - By 2024, China's data production is projected to reach 41.06 zettabytes, doubling from the end of the 13th Five-Year Plan, and accounting for 26.67% of the global data total [1][2] Group 2 - The internet penetration rate in China has reached 79.7%, with the number of internet users at 1.123 billion, marking a 9.3 percentage point increase since the beginning of the 14th Five-Year Plan [3] - The online retail market continues to grow, with a projected online retail sales figure of 15.5225 trillion yuan in 2024, reflecting a 7.2% year-on-year increase [3] Group 3 - China has established the world's largest and most resource-rich national smart education platform, with the largest number of MOOCs (Massive Open Online Courses) available [4] - The digital transformation of 5A scenic spots has reached 100%, enhancing the accessibility of cultural heritage through new technologies like digital twins and virtual reality [4] Group 4 - The digital infrastructure in China is leading globally, with 5G base stations increasing fivefold to 4.55 million and gigabit broadband users growing 34 times to 226 million [6] - The smart consumer device manufacturing industry saw a 10.9% increase in value added in 2024, with specific sectors like smart vehicle equipment and drones experiencing even higher growth rates of 25.1% and 53.5%, respectively [7] Group 5 - The government is focusing on technology development and innovation, as indicated by the frequent mentions of technology and innovation in recent reports, aiming to enhance new productivity and support the "Artificial Intelligence+" initiative [8] - The digital economy is recognized as a crucial driver of economic growth, with the government committed to fostering the integration of digital technology with manufacturing and market advantages [2][8]

Group 1 - A new company named Xinyu Minlang Intelligent Technology Co., Ltd. has been established with a registered capital of 10 million RMB [1] - The legal representative of the company is Yu Xiaojun [1] - The company's business scope includes research and development of machinery and intelligent robots, manufacturing of coating equipment, and various types of industrial equipment [1] Group 2 - The company is involved in the manufacturing and sales of industrial robots and intelligent basic manufacturing equipment [1] - It also engages in the import and export of goods, excluding projects that require approval [1] - The company operates under a general project framework, which allows for a wide range of activities in the manufacturing sector [1]

Group 1 - The core viewpoint highlights the robust growth of China's economy driven by new momentum, particularly in high-tech manufacturing and emerging industries, with significant year-on-year increases in various sectors [1][4] - In July, the added value of high-tech manufacturing above designated size grew by 9.3%, outpacing the overall industrial growth by 3.6 percentage points, indicating a strong upward trend in new economic drivers [1] - The new industries, characterized by technological breakthroughs and innovation, are reshaping traditional production methods and creating new growth avenues in fields like artificial intelligence, biomedicine, and renewable energy [1][4] Group 2 - The digital product manufacturing sector showed a year-on-year increase of 8.4% in July, with smart device manufacturing and electronic components manufacturing growing by 13.4% and 11% respectively, reflecting a positive development trend [2] - The rapid growth of online and emerging consumption patterns is evident, with online retail of physical goods increasing by 6.3% in the first seven months, indicating a shift towards more convenient and efficient consumption models [3] - New consumption trends, such as the silver economy and first-time economy, are emerging, providing businesses with new growth opportunities and significantly contributing to the expansion and quality enhancement of the domestic market [3][4] Group 3 - The integration of digital technology across various industries is fostering new models of innovation, with artificial intelligence increasingly penetrating the real economy and enhancing the synergy between smart industries and consumer needs [4] - The triad of new industries, new business formats, and new models forms a "iron triangle" of new economic momentum, supporting high-quality development and a steady economic growth trajectory [4] - The interplay between hard power from new industries, soft power from new business formats, and competitive strength from new models is crucial for enhancing economic efficiency and driving sustainable growth [4]