金十整理：工信部未来重点安排一览 1. 加快推动信息通信业发展 ②将持续落实铜、铝、黄金产业高质量发展实施方案。 ③钢铁、有色金属、石化、建材等十大重点行业稳增长工作方案即将出台。 ④将推动重点行业着力调结构、优供给、淘汰落后产能。 ⑤加快实施"人工智能+"行动，推动大模型在制造业重点行业落地部署。 ①加快推进5G-A、万兆光网试点部署。 ②推动工业互联网与人工智能协同赋能。 ③加快推进6G技术研发，前瞻布局和培育面向6G的应用产业生态。 ④有序推进增值电信业务对外开放，支持更多外资企业参与试点。 2. 实施新一轮稳增长行动 ①近期将印发机械、汽车、电力装备等行业稳增长工作方案。 ②研究修订中小企业划型标准，推进税费政策便捷惠及小微企业。 ③将推进设立国家中小企业发展基金二期，带动更多社会资本投早、投小、投长期、投硬科技。 ⑥推动人形机器人、元宇宙、脑机接口等未来产业创新发展，超前布局新领域新赛道。 3. 实施智能化绿色化转型升级行动 ①将印发汽车行业数字化转型实施方案。 ②落实机械和电力装备2个行业数字化转型实施方案。 4. 推动中小企业健康发展 ①将开展专项行动解决拖欠中小企业账款问题。 ③纺织、轻工、食 ...

Core Viewpoint - Zhonghua Equipment is facing a projected loss for the first half of the year, while simultaneously planning to acquire two companies in the rubber machinery and chemical equipment sectors, indicating a strategic shift despite current financial challenges [1][2][3]. Group 1: Financial Performance - Zhonghua Equipment expects a net loss of between 14.71 million yuan and 22.06 million yuan for the first half of the year, which is an improvement compared to the previous year [1][2]. - The company anticipates a non-recurring net profit loss of between 9.87 million yuan and 17.22 million yuan for the same period [2]. - The decline in revenue is attributed to a slowdown in investment growth in the petrochemical and rubber tire industries, impacting equipment demand [3]. Group 2: Acquisition Plans - Zhonghua Equipment plans to acquire 100% of the shares of Yiyang Rubber Plastic Machinery Group Co., Ltd. and Beijing Blue Star Chemical Machinery Co., Ltd. through a share issuance [1][4]. - The acquisitions are part of a strategy to enhance the company's core competitiveness in the rubber machinery sector, supported by its parent company, China National Chemical Corporation [4][5]. - The company has previously managed Yiyang Rubber Machinery under a trust agreement due to conditions not being met for direct acquisition [5]. Group 3: Strategic Focus - The company is focusing on optimizing resource allocation internally and expanding market outreach externally, aiming to improve operational quality [3]. - A significant factor in the expected improvement in financial performance is the completion of a major asset restructuring project by the end of 2024, which will exclude overseas loss-making businesses from consolidated financial statements [3]. - Zhonghua Equipment plans to enhance market order acquisition and implement refined cost control measures in the second half of the year to boost operational efficiency [3].

北交所策略专题报告 2025 年 07 月 06 日 ——北交所策略专题报告 北交所研究团队 诸海滨（分析师） zhuhaibin@kysec.cn 证书编号：S0790522080007 工信部会议治理光伏无序竞争，关注"反内卷"预期下北证光伏标的机会 2025 年 7 月 3 日，工业和信息化部党组书记、部长李乐成主持召开第十五次制 造业企业座谈会，听取光伏行业企业及行业协会情况介绍和意见建议，李乐成强 调，依法依规、综合治理光伏行业低价无序竞争，推动落后产能有序退出，实现 健康、可持续发展。目前北交所内在光伏行业共有 8 家标的，截至 2025 年 7 月 4 日总市值达到 227.19 亿元。产品包含生长炉、硅锭、汇流条等。从业绩情况看 整体受行业影响承压，行业"反内卷"预期带来机会。海泰新能（835985.BJ） 业务主要包括光伏组件销售、光伏电站开发建设出售、光伏电站 EPC 业务等。 2024 全年海泰新能实现归母净利润 18221.36 万元同比增长 33.56%。 北证行业：本周医药生物本周平均涨跌幅+1.92% 本周高端装备、信息技术、化工新材、消费服务、医药生物五大行业平均涨跌幅 分别为 ...

Core Viewpoint - Harbin Bosh Automation Co., Ltd. maintains a long-term credit rating of AA with a stable outlook, reflecting its strong competitive position in the automation equipment sector and solid financial performance despite some profit decline [1][3][4]. Company Overview - The company primarily operates in intelligent manufacturing equipment, industrial services, and environmental technology and equipment [3][10]. - As of the end of 2024, the company reported total assets of 69.55 billion yuan and equity of 39.51 billion yuan, with a revenue of 28.63 billion yuan and a profit of 6.13 billion yuan [10][11]. Financial Performance - In 2024, the company achieved a revenue growth of 11.59% year-on-year, driven by increased demand for intelligent manufacturing equipment due to digital and intelligent upgrades in the manufacturing industry [4][22]. - The company's gross profit margin has seen a decline, with the overall gross margin affected by varying profitability across different business segments [22]. Order Backlog - As of the end of 2024, the company had a substantial order backlog totaling 63.22 billion yuan, with 50.33 billion yuan from intelligent manufacturing equipment, 10.55 billion yuan from industrial services, and 2.34 billion yuan from environmental technology and equipment [4][22]. Debt and Financial Health - The company has a low debt burden, with a debt-to-asset ratio of 43.20% and a cash-to-short-term debt ratio of 55.81 times, indicating strong debt repayment capacity [6][10]. - The company has not experienced any overdue or default records, maintaining a good credit standing [21]. Industry Analysis - The automation equipment industry is characterized by high technical barriers, with significant growth potential driven by government policies promoting intelligent manufacturing and domestic production [16][17]. - The global industrial robot installation volume is projected to exceed 600,000 units by 2027, indicating a growing market for automation solutions [16]. Competitive Advantages - The company possesses a leading technological advantage in the domestic automation equipment sector, supported by long-term technical accumulation and a robust R&D strategy [5][18]. - The company’s products are primarily targeted at high-end markets, suitable for industries with high efficiency and safety production requirements [18][22].

证券代码：300415 证券简称：伊之密 伊之密股份有限公司投资者关系活动记录表 编号：2025-06 | | 特定对象调研□分析师会议 | | | --- | --- | --- | | 投资者关系活 动类别 | □媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | 现场参观 | | | 参与单位名称 | 聚众鑫创投资产管理(深圳)有限公司 | 彭建彬 | | | 广州泽恩投资控股有限公司 | 蔡晓霞 | | 及人员姓名 | 广州起点投资有限公司 | 修铭阳 | | | 广州泽恩投资 | 曹盈盈 | | | 广州融湾管理咨询有限公司 | 刘新华 | | | 广东华为达基金管理有限公司 | 郭泳健 | | | 广州新瑞咨询服务有限公司 | 王道文 | | | 中财期货深圳营业部 | 徐回林 | | | 前海中船基金 | 李 苏 | | | 远见资本 | 袁 伟 | | | 明华信德基金 | 蔡 焕 | | | 鸿刚资本 | 卢永森 | | | 广州盛屹投资管理有限公司 | 杨 赛 | | | 中金财富 | 王际权 | | | 广州海汇投资管理有限公司 | 陆泉宇 | | | ...

Core Insights - The industrial economy in Heilongjiang Province is showing signs of recovery, with a total industrial added value growth rate of 5.3% in the first quarter, accelerating by 7.1 percentage points compared to the previous year [1] - The growth rate of industrial added value for large-scale industries reached 6.1%, exceeding the initial target by 2.6 percentage points [1] - The manufacturing Purchasing Managers' Index (PMI) for March was reported at 50.5, indicating a positive production outlook [1] Industrial Performance - The mining sector's added value growth rate was 6.3%, slightly above the national average by 0.1 percentage points [2] - The manufacturing sector's added value growth rate was 6.2%, marginally higher than the provincial large-scale industrial growth rate by 0.1 percentage points [2] - The electricity, heat, gas, and water supply sector recorded a growth rate of 5.4%, surpassing the national average by 3.5 percentage points [2] Sectoral Highlights - The equipment manufacturing industry experienced the fastest growth at 18.9%, exceeding the national average by 8 percentage points [2] - The energy sector showed significant support with a growth rate of 5.9%, particularly in coal mining and washing, which reached 10.1% [2] - The construction materials industry also performed well, achieving a growth rate of 31.5% [2] Future Outlook - The Heilongjiang Provincial Department of Industry and Information Technology plans to focus on stabilizing industrial growth, transforming methods, adjusting structures, improving quality, and increasing efficiency [2] - Emphasis will be placed on key regions, industries, projects, market expansion, and providing better services to enterprises [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：300281 证券简称：金明精机 公告编号：2025-005 一、重要提示 本年度报告摘要来自年度报告全文，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 应当到证监会指定媒体仔细阅读年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 致同会计师事务所（特殊普通合伙）对本年度公司财务报告的审计意见为：标准的无保留意见。 本报告期会计师事务所变更情况：公司本年度会计师事务所由大华会计师事务所（特殊普通合伙）变更 为致同会计师事务所（特殊普通合伙）。 非标准审计意见提示 □适用 √不适用 公司上市时未盈利且目前未实现盈利 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 √适用 □不适用 公司经本次董事会审议通过的利润分配预案为：以418,923,580为基数，向全体股东每10股派发现金红利 0.2元（含税），送红股0股（含税），以资本公积金向全体股东每10股转增0股。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 二、公司基本情况 1、公司简介 ■ 2、报告期主要业务或产品简介 （一）主要业务介绍 ...