全球制造业各细分领域企业集中释放对外宣传信息，涉及股权运作、战略合作、技术创新、产能布局等核心方向。以下按行业分类梳理各公司关键信息， 清晰呈现不同赛道的发展动向与战略布局。 2025 装备制造行业 1 佛山地区 1.2025年12月17日下午，参与由佛山市商务局主办的"佛山优品 链动全球"2025年佛山制造与跨国民企供需对接会。此次活动旨在推动佛山制造企业抱团出 海，吸引了库卡机器人、富华机械装备等超100家佛山本地优质装备制造供应商，与美的、博达科技等近20家跨国民企开展资源精准对接，现场围绕产品 参数、产能规划、交付周期等关键指标展开务实交流，促成多项意向合作。 2. 活动现场见证佛山企业出海综合服务中心揭牌，该中心是佛山首个为企业出海提供综合服务的市级综合平台，涵盖政策咨询、市场开拓、跨境金融、涉 外法律、海外权益等全链条服务；同时，首批11个佛山企业出海综合服务站获授牌，覆盖印度尼西亚、美国、南非、中国香港等全球五大洲重点区域，将 为佛山装备制造企业出海提供本地化服务支持，标志着"1+1+N"佛山企业出海综合服务体系正式启动。 2025 电子信息制造业 1 铭普光磁 1.接受浙江沃金投资、上海宝弘资 ...

岛岬交错，海屿星罗，浙江台州的海岸线绵延700.5公里，占浙江全省三分之一。向海而生、因海而 兴，"赶海"早已融入这座城市的发展基因。 闻潮而动—— "从无到有下好先手棋" "研发需要算力，如果我们把项目落在黄岩，你们能否提供购买算力的经费？"赴北京考察时，企业提出 的疑问，让台州市黄岩国有资本投资运营集团有限公司党委委员沈鑫记忆犹新。 400P算力，相当于20万台高性能计算机同时运行。浙东南智算中心驾驶舱显示大屏上，算力负载状 态、算法状态、能源效率等数据图表实时更新，屏幕中央橙色矢量线从黄岩向全国延伸，勾勒出一 幅"算力版图"。 硬件成型，政策跟进。黄岩区经济信息化和科学技术局数字经济科科长王瑜说，产业园开园之初，算力 产业支持政策已同步启动论证。2025年7月，《黄岩区支持算力产业高质量发展若干政策（试行）》正 式出台，推出"算力券""模型券"，用真金白银鼓励企业开展技术创新。 这里是民营经济的重要发源地。连续5年，台州"新春第一会"上，受邀民营企业家稳坐头排。新能源汽 车、医药健康、高端装备（工业母机）、低空经济（空天产业）、具身智能（机器人）……台州集聚了 2个千亿元级产业集群、32个百亿元级县域产 ...

截至发稿，王颖累计任职时间8年313天，现任基金资产总规模49.04亿元，任职期间最佳基金回报 54.64%， 任职期间最差基金回报-8.42%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，中信保诚基金旗下1只基金位居标准股份十大流通股东。中信保诚多策略混合(LOF)A （165531）三季度新进十大流通股东，持有股数133.14万股，占流通股的比例为0.38%。根据测算，今 日浮盈赚取约66.57万元。 中信保诚多策略混合(LOF)A（165531）成立日期2017年6月16日，最新规模11.33亿。今年以来收益 44%，同类排名1480/8088；近一年收益34.33%，同类排名2130/8057；成立以来收益143.85%。 中信保诚多策略混合(LOF)A（165531）基金经理为王颖。 12月23日，标准股份涨5.15%，截至发稿，报10.20元/股，成交6026.75万元，换手率1.76%，总市值 35.29亿元。 资料显示， ...

[证券分析师： Table_Authors] 商俭 S0630525060002 shangjian@longone.com.cn 证券分析师： 李嘉豪 S0630525100001 lijiah@longone.com.cn [晨会纪要 Table_NewTitle] 20251222 [Table_Reportdate] 2025年12月22日 重点推荐 财经要闻 晨 会 纪 要 [table_summary] ➢ 1.商品走势分化，中美的高科技投资持续增长——资产配置周报（2025/12/15-2025/12/19） ➢ 2.美国11月通胀意外放缓，但参考性降低——海外观察：美国2025年11月CPI数据 ➢ 3.杰克科技（603337）：启航新程，科技引领，与客户共谋全球化新篇——公司简评报告 ➢ 1.日本央行宣布加息25个基点 ➢ 2.三部门发布《互联网平台价格行为规则》 ➢ 3.李强主持召开国务院常务会议，对贯彻落实中央经济工作会议决策部署作出安排 证券研究报告 HTTP://WWW.LONGONE.COM.CN 请务必仔细阅读正文后的所有说明和声明 | 1. 重点推荐 | | | 3 | | - ...

公 司 简 评 机 械 设 备 [Table_invest] 买入（维持） 报告原因：重大事项 [杰克科技 Table_NewTitle]（603337）：启航新程，科技引 领，与客户共谋全球化新篇 ——公司简评报告 [证券分析师 Table_Authors] [Table_Reportdate] 2025年12月19日 王敏君 S0630522040002 wmj@longone.com.cn | [数据日期 Table_cominfo] | 2025/12/18 | | --- | --- | | 收盘价 | 39.68 | | 总股本(万股) | 47,643 | | 流通A股/B股(万股) | 47,373/0 | | 资产负债率(%) | 37.05% | | 市净率(倍) | 3.76 | | 净资产收益率(加权) | 14.38% | | 12个月内最高/最低价 | 57.33/24.40 | [Table_QuotePic] -33% -12% 10% 32% 54% 76% 98% 120% 24-12 25-03 25-06 25-09 杰克科技 沪深300 [table_main] 投资 ...

Core Viewpoint - The company announced the resignation of a board member and the nomination of a new non-independent director, alongside a breakdown of its revenue composition for the first half of 2025 [1] Group 1: Board Changes - The company received a resignation letter from Ms. Huang Yingjian on November 26, 2025, due to work arrangements, resigning from the 10th Board of Directors and the Audit Committee [1] - On December 9, 2025, the company held the 19th meeting of the 10th Board of Directors, approving the proposal to elect a non-independent director, Mr. Lin Weijun, pending shareholder approval to cancel the Supervisory Board and amend the company's articles of association [1] Group 2: Financial Performance - For the first half of 2025, the company's revenue composition was as follows: sewing equipment accounted for 41.15%, logistics services 33.61%, automotive parts 20.93%, other businesses 2.78%, and other industries 1.0% [1] - The company's market capitalization was reported at 8.2 billion yuan [1]

截至发稿，王颖累计任职时间8年288天，现任基金资产总规模49.04亿元，任职期间最佳基金回报 48.01%， 任职期间最差基金回报-8.42%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，中信保诚基金旗下1只基金位居标准股份十大流通股东。中信保诚多策略混合(LOF)A （165531）三季度新进十大流通股东，持有股数133.14万股，占流通股的比例为0.38%。根据测算，今 日浮盈赚取约67.9万元。 中信保诚多策略混合(LOF)A（165531）成立日期2017年6月16日，最新规模11.33亿。今年以来收益 45%，同类排名991/8127；近一年收益42.18%，同类排名1094/8059；成立以来收益145.54%。 中信保诚多策略混合(LOF)A（165531）基金经理为王颖。 11月28日，标准股份涨5.01%，截至发稿，报10.68元/股，成交1.98亿元，换手率5.50%，总市值36.95亿 元。 资料显示，西安标准工 ...

Company Overview - Huang Yingjian has applied to resign from her positions as a director and a member of the audit committee of the company due to work arrangements. After the resignation takes effect, she will no longer hold any position within the company [1]. Financial Performance - For the first half of 2025, the company's revenue composition is as follows: sewing equipment accounts for 41.15%, logistics services for 33.61%, automotive parts for 20.93%, other businesses for 2.78%, and other industries for 1.0% [1]. - The current market capitalization of the company is 8.1 billion yuan [1].

Core Viewpoint - Shenzhen Xufeng Sewing Equipment Co., Ltd. has been established with a registered capital of 100,000 RMB, indicating a new player in the sewing machinery industry [1] Company Summary - The legal representative of the company is Zhou Jing [1] - The company’s business scope includes sales of sewing machinery, repair of specialized equipment, sales of lubricants, sales of garment accessories, manufacturing of sewing machinery, and internet sales (excluding items that require licenses) [1] - There are no licensed business projects listed for the company [1]

Group 1 - Standard Shares experienced a decline of 5.33%, trading at 10.13 CNY per share, with a total transaction volume of 307 million CNY and a turnover rate of 8.30%, resulting in a total market capitalization of 3.505 billion CNY [1] - Xi'an Standard Industrial Co., Ltd. was established on May 28, 1999, and listed on December 13, 2000. The company specializes in the research, production, and sales of sewing equipment, with 96.62% of its revenue coming from sewing machinery products and 3.38% from other sources [1] Group 2 - CITIC Prudential Fund's multi-strategy mixed fund (LOF) A (165531) entered the top ten circulating shareholders of Standard Shares in the third quarter, holding 1.3314 million shares, which accounts for 0.38% of the circulating shares. The estimated floating loss today is approximately 758,900 CNY [2] - The CITIC Prudential multi-strategy mixed fund (LOF) A (165531) was established on June 16, 2017, with a latest scale of 1.133 billion CNY. Year-to-date returns are 48.25%, ranking 1076 out of 8147 in its category; the one-year return is 46.88%, ranking 588 out of 8056; and since inception, the return is 151.03% [2] Group 3 - The fund manager of CITIC Prudential multi-strategy mixed fund (LOF) A (165531) is Wang Ying, who has been in the position for 8 years and 272 days. The total asset scale of the fund is 4.904 billion CNY, with the best fund return during her tenure being 55.76% and the worst being -8.42% [3]