登录新浪财经APP 搜索【信披】查看更多考评等级 警示函内容显示，德马科技集团有限公司于2020年7月30日2020年8月5日，公司使用募投资金支付与募 投项目计划支出无关的土地费580万元；2020年8月31日至2023年9月27日，公司使用募投资金支付非募 投项目 "景观餐厅" 费用394.51万元。 2021年3月至2025年8月期间，公司披露的半年度、 年度募集资金存放与使用情况专项报告存在信息披 露不准确的情况。目前公司已将自有资金归还至募集资金专户。 公司董事长兼总经理卓序、时任财务负责人陈学强、时任董事会秘书郭爱华、现任财务总监兼董事会秘 书黄海未能勤勉尽责，敦促上市公司规范使用募集资金并履行信息披露义务。浙江证监局决定对公司、 卓序、陈学强、 郭爱华、 黄海分别采取出具警示函的监督管理措施，并记入证券期货市场诚信档案。 资料显示，德马科技是智能物流装备全产业链的科技创新企业，公司于2020年6月在上海交易所科创板 成功上市，成为物流装备行业的第一股；并在印度设立办事处，拓展海外市场。 12月31日，德马科技（688360.SH）发布关于收到浙江证监局行政监管措施决定书的公告。 智通财经记者 李 ...

Core Viewpoint - The article highlights that over 950 listed companies have actively launched "quality improvement, efficiency enhancement, and return to investors" action plans since the second half of the year, reflecting a commitment to the principle of "investor-centric" and enhancing the quality and investment value of listed companies [1] Group 1: Strengthening Core Business - Strengthening and optimizing the core business is essential for the long-term stability of listed companies, as evidenced by their action plans [2] - Companies are focusing on optimizing product structure and asset quality to enhance operational efficiency and profitability [2] - For instance, Zhejiang Zhongli Machinery Co., Ltd. is expanding its market share in electric forklifts and smart warehousing equipment while enhancing high-value-added products [2] Group 2: Innovation and R&D - Companies are increasing investment in product research and technological breakthroughs to build sustainable development capabilities [3] - Zhejiang Caidie Industrial Co., Ltd. plans to enhance R&D in polyester fabrics to align with market trends [3] - Aikodi Co., Ltd. is focusing on advanced manufacturing processes to adapt to the electric and intelligent transformation of the automotive industry [3] Group 3: Investor Communication - Establishing multi-channel and regular communication mechanisms with investors is a key focus of the action plans [4] - Companies like Oriental Bio emphasize effective communication and information disclosure to enhance investor relations [4] - Innovative engagement methods, such as providing core products and discounts to shareholders, are being adopted to strengthen investor interaction [5]

该股主要指标及行业内排名如下： 近5日资金流向一览见下表： 证券之星消息，截至2025年12月29日收盘，今天国际(300532)报收于11.71元，下跌0.76%，换手率 0.82%，成交量3.52万手，成交额4143.56万元。 12月29日的资金流向数据方面，主力资金净流出1044.59万元，占总成交额25.21%，游资资金净流入 453.14万元，占总成交额10.94%，散户资金净流入591.45万元，占总成交额14.27%。 今天国际2025年三季报显示，前三季度公司主营收入17.1亿元，同比下降16.17%；归母净利润2.2亿 元，同比下降18.78%；扣非净利润1.89亿元，同比下降26.68%；其中2025年第三季度，公司单季度主营 收入2.97亿元，同比下降23.83%；单季度归母净利润3245.47万元，同比上升12.81%；单季度扣非净利 润3107.49万元，同比上升10.7%；负债率60.02%，投资收益324.52万元，财务费用126.25万元，毛利率 25.91%。今天国际（300532）主营业务：智慧物流和智能制造系统综合解决方案提供商。 资金流向名词解释：指通过价格变化反推资 ...

2025年12月11~12日，由《物流技术与应用》杂志主办的"第十三届全球智能物流产业发展大会暨2025全球物流装 备企业家年会"在苏州成功举办。作为本次大会的重要组成部分，供应链与采购论坛在11日下午举办。在去年首届 论坛倡导的"价值采购、合作共赢"理念的基础上，本届论坛进一步聚焦如何打破市场低价竞争的恶性循环、重构 可持续发展的行业生态生态。会上，北京伍强智能科技有限公司董事长尹军琪率先发表主题演讲《从"价格 战"到"价值战"——转变思路，走高质量发展之路》，表达了行业人士的共同心声，现场反响热烈。以下是基于演 讲内容重新编辑修改的文章。 尹军琪 北京伍强智能科技有限公司董事长 对绝大多数企业来说，价格战是一剂毒药，但又不得不喝。价格战的危害其实是不言自明的。 首先，价格战会直接导致"当量市场容量"逐渐萎缩，行业就业能力下降。"当量市场容量"是指产品给市场带来的 真实价值，其中主要是能够消化的人力资源总量。价格战表面上是产品价格的下降，但实质上是减少了行业的就 业机会。以物流装备行业为例，2024年的市场规模约为1100亿元（不含叉车、托盘），按照机械行业平均生产力 水平计算，大约可以容纳10万人就业。但 ...

来源：环球网 物流科技是现代物流企业生存和发展的核心竞争力，更是落实国家战略、提升产业链供应链韧性与安全 水平的关键支撑。当前，"人工智能+物流"正在催生新模式、创造新价值；无人驾驶、无人仓等"无人物 流"技术规模化落地；物流装备领域正呈现数智融合深化、绿色低碳提速、场景应用多元的发展趋势。 为汇聚行业智慧、展示前沿成果、共绘发展蓝图，由中国物流与采购联合会主办、物流装备专业委员会 承办的"科技YU见未来"——2026（第十一届）物流技术大会将于3月11日-13日在湖州召开，诚邀行业 同仁共聚。 全新增设五大论坛，锚定行业发展新航向 作为物流技术领域极具权威性与影响力的年度盛会，物流技术大会紧扣国家战略部署与全球产业变革， 重磅增设五大全新论坛。论坛聚焦行业核心痛点与前沿赛道，涵盖具身机器人论坛、物流数据论坛、多 式联运高质量发展论坛、搬运设备论坛以及装卸技术论坛，精准覆盖"硬装备升级、软技术赋能、新场 景落地、全球化协同"四大核心维度，如仓储分拣、厂区内物料转运等高频作业场景；供应链全链路数 据治理，电商仓配等场景；无人化装卸、复杂环境下的智能搬运；中欧班列协同、跨境冷链联运等全球 化场景。不仅与当下物流行 ...

作为大会上午的主持人，《物流技术与应用》杂志副主编江宏女士在开场中重点阐述了本届大会主题"洞察变局，回归初心，共赢生态"的设计初衷，她指 出，当前，伴随着中国经济从高速增长转向高质量发展的深刻转型，叠加市场需求结构调整、行业竞争日趋激烈等多重因素，物流装备市场也正在经历从 高速增长进入中低速发展周期，未来行业将进入整合阶段。与此同时，人工智能等前沿技术带来的技术变革将重塑整个行业的格局，推动智能物流产业进 入从"规模扩张"转向"质量升级"的关键期。行业企业应以服务客户为本质，坚持价值导向，以服务筑牢企业发展根基；以技术驱动企业发展，努力做到专 业，精湛，敏捷；以长期主义共识驱动行业高质量发展。 2025年，智能物流产业正处于多重变革交织的复杂阶段。一方面，随着全球经济与地缘政治不确定性显著上升，以及中国发展模式向"发展与安全"并重转 型，市场相应地从高速增长转入中低速周期，行业整合与企业分化趋势不可避免；另一方面，行业内部竞争持续加剧，亟需回归价值创造的初心，超越短 视的竞争逻辑，展开冷静而理性的长远布局。与此同时，以人工智能为代表的技术变革正在深刻重塑产业生态，技术跃迁已成为驱动行业演进的核心力 量。 《物 ...

Core Viewpoint - Zhongyou Technology experienced a block trade on December 3, with a transaction volume of 43,000 shares and a transaction amount of 2.021 million yuan, at a price of 47.00 yuan, which represents a discount of 10.88% compared to the closing price of the day [1] Group 1: Trading Activity - The block trade involved a total volume of 43,000 shares and a transaction amount of 2.021 million yuan [1] - The buyer was Huatai Securities Co., Ltd. Chengdu Jinhui West Second Street Securities Business Department, while the seller was an institutional client [1] - In the last three months, Zhongyou Technology has recorded a total of 2 block trades, with a cumulative transaction amount of 5.941 million yuan [1] Group 2: Stock Performance - On the same day, Zhongyou Technology's closing price was 52.74 yuan, reflecting an increase of 5.31% [1] - The stock had a turnover rate of 6.18%, with a total transaction amount of 224 million yuan and a net inflow of main funds amounting to 24.1124 million yuan [1] - Over the past five days, the stock has increased by 2.01%, with a total net inflow of funds amounting to 14.2717 million yuan [1] Group 3: Margin Financing Data - The latest margin financing balance for Zhongyou Technology is 276 million yuan, with a decrease of 3.0031 million yuan over the past five days, representing a decline of 1.08% [1] Group 4: Company Background - Zhongyou Technology Co., Ltd. was established on July 5, 2002, with a registered capital of 136 million yuan [1]

Core Viewpoint - The report from Pacific Securities indicates that the company's profitability improved in the third quarter of 2025, despite a decrease in revenue compared to the previous year [1] Financial Performance - In Q3 2025, the company reported revenue of 297 million yuan, a year-on-year decrease of 23.83% [1] - The net profit attributable to the parent company was 32 million yuan, showing a year-on-year increase of 12.81% [1] - The gross profit margin for Q3 was 32.05%, an increase of 4.25 percentage points compared to the same period last year [1] - The net profit margin was 10.92%, up by 3.55 percentage points year-on-year [1] Order Backlog - As of the first half of 2025, the company secured new orders totaling 2.143 billion yuan, with traditional industries such as renewable energy, tobacco, and petrochemicals accounting for 1.869 billion yuan [1] - Orders from other potential industries amounted to 275 million yuan [1] - The unrecognized revenue from traditional industries was 3.977 billion yuan, while the unrecognized revenue from other potential industries was 771 million yuan, totaling 4.758 billion yuan [1] Strategic Initiatives - The company collaborated with Huawei to launch the SMART solution for smart logistics and warehousing [1] - The company has a robust order backlog, with rapid growth in orders from potential industries [1] Earnings Forecast - The expected earnings per share (EPS) for the company from 2025 to 2027 are projected to be 0.55 yuan, 0.73 yuan, and 1.07 yuan, respectively [1] - The company maintains a "buy" rating [1]

Core Insights - The 2025 Collaborative Intelligent Logistics Development Conference was held in Hefei, focusing on the theme "Integration and Empowerment for a Smart Future" with over 500 participants from various sectors discussing cutting-edge technologies and collaboration opportunities in intelligent logistics [1][3] Company Developments - Anhui Heli Co., Ltd. (referred to as "Heli") reported that its intelligent logistics business revenue grew over 100% year-on-year as of Q3, establishing a product matrix covering 8 categories, 22 varieties, and over 100 models [3] - Heli aims to enhance its capabilities through deep integration of research, production, supply, sales, and service, creating an efficient closed loop from technology research and development to practical application [3] Future Strategies - Heli plans to focus on technological breakthroughs in core areas such as intelligent driving and digital twins, aiming to fully automate logistics equipment and develop "embodied intelligent handling robots" as a new main business [4] - The company emphasizes ecological collaboration to address industry challenges, deepen partnerships with upstream and downstream players, and expand into global markets [4] Industry Trends - The conference featured discussions on the development paths and innovation trends in China's smart logistics sector, with insights from industry leaders on topics such as smart warehousing and integrated logistics solutions [5][7] - Heli signed strategic cooperation agreements with 8 leading industry enterprises, amounting to nearly 400 million yuan, focusing on smart logistics systems and technology development [7] Exhibition Highlights - The conference showcased Heli's capabilities in intelligent logistics through various themed exhibition areas, including embodied intelligent robots and smart factories, presenting over 70 exhibits [9] - The event provided an immersive experience demonstrating the application of embodied robots and humanoid robots in complex interaction scenarios, highlighting Heli's product strength and technological capabilities [9]

Core Insights - The 2025 Collaborative Intelligent Logistics Development Conference was held in Hefei, Anhui Province, focusing on cutting-edge technologies, development trends, and cooperation opportunities in the intelligent logistics sector [1] - Anhui Heli Co., Ltd. (referred to as "Heli") anticipates 2025 to be a pivotal year for its intelligent logistics business, achieving significant growth with over 100% year-on-year revenue increase in this segment as of Q3 this year [1] Group 1 - Heli has established a product matrix covering 8 categories, 22 varieties, and over 100 models of intelligent logistics products [1] - The company has developed core platforms such as the CCS scheduling control system and WMS warehouse management system, creating a stable and reliable technological foundation [1] - Heli aims to enhance its future trajectory by focusing on technological breakthroughs in areas like intelligent driving and digital twins, while also promoting the comprehensive intelligence of logistics equipment [2] Group 2 - The company emphasizes ecological collaboration to address industry challenges, seeking to deepen partnerships with upstream and downstream players to share technology and resources [2] - Heli plans to accelerate its global market expansion, promoting mature intelligent logistics systems internationally [2] - The company is committed to integrating technological innovation with industrial innovation to drive high-quality development in the intelligent logistics industry [2]