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记者手记 | 产业无夕阳 创新即朝阳
科技创新浪潮澎湃,赣鄱大地产业焕新。 上百个机械臂此起彼落,无人驾驶AGV小车搬运穿梭……走进江中药谷智能化生产车间,满满的科技 感扑面而来。"从取材到预处理、提取、灌装、灭菌直至包装、成箱、入库,生产线整个操作流程均实 现自动化无人操作。"华润江中湾里制造基地负责人钟志坚介绍,液体制剂车间只需10余人就能完成操 作管理,而同等产量的传统车间需要近200人,智能化让生产效率大幅提升。 制造企业向产业链价值链高端攀升,前景远阔。从最初生产橡胶筛网、渣浆泵备件,到如今参与矿产资 源开发,构建"设备 + 资源"双轮驱动模式,耐普矿机不再满足于"卖配件",而是从"全球耗材供应 商"向"矿业综合服务商"转型,持续拓展传统矿业设备企业的价值边界。 一片薄薄的中空纤维血液透析膜,曾是制约国内血液净化产业发展的 "卡脖子"难题。如今,这条由三 鑫医疗自主研发的国产透析膜生产线,让"民族品牌"在血液净化领域站稳脚跟。从1997年生产输液器的 小厂,到如今血液净化产品营收占比超 80%的行业标杆,三鑫医疗营收10年增4倍的转型轨迹,印刻着 江西医疗器械产业提质升级的突围之路。 走出福事特上饶生产车间时,夕阳正洒在"FIRST"的 ...
大中矿业与安百拓深化战略合作
Xin Lang Cai Jing· 2025-11-15 09:59
Core Insights - The core message of the article highlights the strategic collaboration between Anbai Tuo Group and Dazhong Mining, focusing on equipment procurement and future cooperation in electrification and intelligent equipment [1] Group 1: Strategic Collaboration - Anbai Tuo Group's CEO Helena Hedblom visited China for a strategic cooperation meeting with Dazhong Mining [1] - A procurement contract for equipment for the year 2026 was officially signed between the two companies [1] - Both parties agreed to deepen their collaboration, emphasizing the application of electrified and intelligent equipment [1] Group 2: Supply Chain and Long-term Cooperation - The collaboration aims to optimize the spare parts supply chain system [1] - A long-term cooperative mechanism is to be established between Anbai Tuo Group and Dazhong Mining [1]
Metso (OTCPK:OUKP.Y) 2025 Capital Markets Day Transcript
2025-10-02 12:02
Summary of Metso's Capital Markets Day 2025 Company Overview - **Company**: Metso (OTCPK:OUKP.Y) - **Event**: Capital Markets Day 2025 - **Date**: October 02, 2025 - **Location**: Helsinki, Finland Key Points Industry and Market Context - The **Aggregates** and **Minerals** segments are the primary focus areas for Metso, with expectations of **4% market growth** in both segments [32][34]. - The company has experienced stagnation and some decline in sales over the last six quarters, attributed to external factors like COVID-19 and exiting the Russian market, which represented about **10%** of its business [34]. Strategic Objectives - Metso's new strategy is titled **"We Go Beyond,"** focusing on growth, excellence, and becoming the number one in the market [11][12]. - The strategy emphasizes **customer experience**, **aftermarket intensity**, and **sustainability** as core components [12][25]. - Four strategic objectives for the period include: 1. Best in customer experience 2. Front runner in safety and sustainability 3. Higher aftermarket share 4. Financial performance excellence [12]. Financial Targets - Metso has set a **7% annual sales growth target** by 2028, with **5-6%** expected from organic growth and **1-2%** from bolt-on M&A [33]. - The adjusted EBITDA margin target has been revised from **17%** to **18%** by 2028 [34]. - The company aims to maintain a **net debt to EBITDA ratio** below **1.5** and continue paying dividends of at least **50%** of earnings per share [39][41]. Operational Insights - Metso has a strong focus on **aftermarket services**, which are expected to drive growth and profitability [18][20]. - The company has invested in expanding its service network and enhancing customer proximity, which is critical for maintaining competitive advantage [18][42]. - There is a commitment to sustainability, with a target to reduce CO2 emissions by **72%** from the 2019 baseline and a focus on energy-efficient solutions [26][27]. Challenges and Opportunities - The company acknowledges a **global shortage of skilled workforce** in the mining and aggregates sectors, which increases demand for OEMs like Metso [18]. - Metso is looking to optimize its **working capital**, particularly inventory management, which currently stands at **$1.8 billion**, representing **38%** of revenues [65][66]. - The company is exploring **M&A opportunities** in areas where it does not currently hold a leading position but sees potential for growth [43]. Cultural and Organizational Changes - Metso emphasizes the importance of a **customer-centric culture** and has involved over **150 employees** in developing the new strategy [10][21]. - The company aims to foster a **fast and fearless** mindset to adapt to rapidly changing market conditions [23]. Conclusion - Metso is positioned to leverage its strengths in the aggregates and minerals sectors while addressing challenges through strategic growth initiatives, operational excellence, and a commitment to sustainability. The focus on aftermarket services and customer experience is expected to drive future profitability and shareholder value [30][45].