中科微至科技股份有限公司2024 年年度报告 公司代码：688211 公司简称：中科微至 中科微至科技股份有限公司 中科微至科技股份有限公司2024 年年度报告 重要提示 一、本公司董事会、监事会及董事、监事、高级管理人员保证年度报告内容的真实性、准确性、 完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、公司上市时未盈利且尚未实现盈利 □是 √否 三、重大风险提示 公司已在本报告中描述可能存在的风险，敬请查阅"第三节管理层讨论与分析"之"四、风险因 素"部分，请投资者注意投资风险。 四、公司全体董事出席董事会会议。 五、毕马威华振会计师事务所（特殊普通合伙）为本公司出具了标准无保留意见的审计报告。 六、公司负责人李功燕、主管会计工作负责人姚益及会计机构负责人（会计主管人员）姚益声明： 保证年度报告中财务报告的真实、准确、完整。 七、董事会决议通过的本报告期利润分配预案或公积金转增股本预案 经毕马威华振会计师事务所（特殊普通合伙）审计，中科微至2024年度实现归属于上市公司 股东的净利润为-84,750,818.23元，母公司净利润为-65,668,824.90元。母公司2024 ...

Core Viewpoint - Industrial software is becoming the core engine driving new industrialization, with a focus on the "chain-based" promotion model targeting key industrial chains in new energy equipment and automotive parts [1] Group 1: Pain Points and Solutions - The promotion starts with digital diagnostics, identifying 52 common pain points for small and medium-sized enterprises (SMEs) in the new energy and automotive parts sectors [2] - A supply-demand matching market has been established to connect SMEs with industrial software service providers, resulting in over 300 tailored services for different enterprises [2] - This model reduces trial and error costs for enterprises and ensures efficient software deployment, making digital transformation accessible to SMEs [2] Group 2: Breakthroughs in New Energy Equipment - The "chain-based" promotion has shown significant results in the new energy equipment sector, with companies like Yinen Electric and Weiteng Power deploying Product Lifecycle Management (PLM) systems to standardize quoting and design processes [3] - Jiangsu Yuanxin Energy achieved over 50% revenue growth for two consecutive years by implementing a factory-level MES system that broke down data silos [3] Group 3: Warehouse Transformation in Automotive Parts - The automotive parts supply chain has experienced a warehouse revolution, with Danyang Portqi Vehicle Parts Co., Ltd. improving inventory accuracy from 82% to 94% and increasing space utilization by 13% [4] - The implementation of an intelligent warehouse management system has significantly enhanced operational efficiency, with a 30% improvement in goods retrieval [4] - Over the past year, the "chain-based" promotion has enabled 50 SMEs to receive 6 million yuan in subsidies for digital transformation and process re-engineering [4] Group 4: Future Developments - As the "chain-based" promotion shows initial success, deeper transformations are anticipated, emphasizing the importance of practical application of industrial software in complex industrial scenarios [5] - The local government plans to summarize experiences from industrial software promotion and improve policy support to lower transformation barriers for SMEs [5] - Continuous efforts will be made to build a sustainable empowerment ecosystem, reinforcing the foundation for the transformation of manufacturing in Zhenjiang from "intelligent change" to "quality change" [5]

各位朋友好，我是帮主郑重。干了20年财经记者，现在更爱以投资者的视角琢磨事儿。刚刚看到条新闻挺有意思——亚马逊说自家仓库里的机器人已经 超过100万台，数量快跟人类员工持平了。《华尔街日报》还说，现在亚马逊四分之三的全球配送业务都有机器人帮忙，这事儿背后可藏着不少门道，咱 今天好好唠唠。 那从投资角度看，这事释放了啥信号？首先得承认，亚马逊敢砸这么多钱搞自动化，本质上是在降本增效。一台机器人买进来，除了维护基本没啥额外 开销，不像人工得考虑薪资福利，还得担心人员流动。长期看，这种重资产投入可能会让利润率慢慢往上走。但反过来说，机器人也不是万能的，比如 那些需要灵活判断的场景，还得靠人盯着。所以您要是关注亚马逊股票，得看看他们研发投入里，自动化这块占多大比例，以及对人力成本的替代效果 到底多明显。 还有个点值得琢磨：当科技公司的"机器员工"越来越多，会不会改变整个就业市场的结构？现在不只是亚马逊，好多零售巨头都在搞自动化。这就像几十 年前流水线替代手工作坊一样，虽然会带来短期阵痛，但也会催生出新的岗位类型。作为中长线投资者，我反倒觉得这背后藏着两个方向：一是机器人 制造和AI技术的相关企业，二是专注于职业技能培 ...

"明天，我们一起去工厂里走一遍流程，看能不能想办法把净空空间利用得更好……"6月30日，在湖北浩蓝智造科技有限公司（以下简 称"浩蓝智造"）的办公室里，魏蓝天正在和同事讨论如何优化物料存储。 看好智慧物流赛道，来自北京大学的魏蓝天与室友钱浩选择创业，从工厂在物料搬运、存储和分发中的堵点出发，他们给工业智慧物 流系统装上"智慧大脑"，让仓储物流更"聪明、高效"。 将武汉作为创业梦想落地的首站，到公司实现倍级增长，浩蓝智造成为"楚材聚汉·共建支点"行动中涌现出来的优秀企业代表之一。 4 7 all col s Particles - 1 Print 19 % 61 No. 4 15 4361 and and and " P = 60 no Par . . 2 3 . . . . . . . . . . . . . . . r a lot a to a love 22 . . . . 2017 2 r 400 d a light tion 1 89.00 8 - (ST t . A 200, 2007 2000 . P 15 - 1 4 (2000) 1 2 35 - - - - r price ir C MAP ...

2026 年第 16 届阿根廷国际物流展 展会信息 组团单位：广州联世展览有限公司 （中国总代理）刘丹 获取更多其他国家物流展及全球物流展资讯 可提供展位预定、人员随团、展台设计搭建、展品运输、签证办理 展会介绍 阿根廷物流展已成为目前针对南美市场最大最具影响力的物流设备及运输行业盛会之一。凭着自身的专 业性、针对性，以及反响积极的成效，每一届都吸引了多达 30,000 名专业人士出席展会。 布宜诺斯艾利斯是阿根廷最大的经济中心，全市拥有 8 万多家工业企业，工业总产值占全国的三分之 二，其进出口物资占全国 75%，在国民经济中占有举足轻重的地位。布宜诺斯艾利斯也是全国最大的 国际贸易港，有 7 个设施完备的港区，码头总长 9000 米，年吞吐量 3000 万吨，该港承担着全国对外贸 易货运量的四分之三，是南美洲最大的港口之一。阿根廷物流业将从以港口为中心的区域集群化发展模 式扩展到整个领土，建立一个泛南美化的物流网络，商机无可估量。 展品范围 展会时间：2026 年 8 月 11 至 13 日 展会地点：布宜诺斯艾利斯展览中心 主办单位：Expo LOGISTI-K 搬运设备：叉车:燃料、电力-备件、维修和 ...

Core Viewpoint - Morgan Stanley has initiated coverage on Snowflake (SNOW.US) with an "Overweight" rating and a target price of $262, highlighting the company's improved strategic execution and product iteration under new CEO Sri Dhar Ramaswamy [1] Group 1: Business Transformation and Growth - Under the leadership of CEO Sri Dhar Ramaswamy, Snowflake has made substantial progress in its business transformation, showcasing enhanced strategic execution and product iteration speed [1] - The company is expected to achieve a compound annual growth rate (CAGR) of over 20% by 2030, driven by the integration of artificial intelligence (AI) technologies into its core business [1] - Snowflake's product revenue growth has stabilized at around 20%, reflecting improvements in sales optimization, market strategy adjustments, and product development processes [1] Group 2: Product Innovation and Market Demand - Snowflake's product innovation is accelerating, particularly in four key areas: continuous iteration in cloud data warehousing, enhanced data engineering solutions, strengthened AI/machine learning platform capabilities, and progress in enterprise applications and collaboration tools [1] - The company's core data warehouse business is stabilizing, supported by strong demand from enterprise clients for modernizing their data infrastructure, despite the AI-related business and application market still being in its early stages [1] Group 3: Market Performance - Year-to-date, Snowflake's stock price has increased by 37%, significantly outperforming the average 9% gain of large software stocks, excluding Palantir (PLTR.US) [2] - Morgan Stanley believes that as subsequent quarterly results continue to validate the company's growth potential, market expectations for Snowflake's growth trajectory are likely to enter an upward trend [2]

Core Insights - The automation logistics equipment industry in China is experiencing unprecedented growth opportunities driven by high-quality economic development, the optimization of industrial structure, and the explosive growth of e-commerce and intelligent manufacturing transformation [1][10] - The industry is projected to reach a scale of 116.68 billion yuan in 2024, with a year-on-year growth of 16.23%, indicating strong growth momentum [1][10] - The integration of new technologies such as 5G and artificial intelligence, along with the expansion of emerging scenarios like cross-border e-commerce and cold chain logistics, is accelerating the industry's development towards high-end and international markets [1][10] Industry Overview - Automation logistics equipment refers to intelligent equipment that utilizes advanced control technology, mechanical devices, and computer systems to achieve unmanned or minimally manned operations in warehousing, handling, sorting, and conveying [2] - The main categories of automation logistics equipment include storage equipment, handling equipment, sorting equipment, packaging and palletizing equipment, and information management equipment [2][3] Development History - The development of the automation logistics equipment industry in China can be divided into several stages: the initial stage in the 1980s-90s relying on imported technology, the post-2000 period with domestic companies beginning to develop their own equipment, and the current stage characterized by AI and 5G technology enabling intelligent automation [4] Industry Policies - A series of national policies have been introduced to support the automation logistics equipment industry, including the "14th Five-Year Plan" for cold chain logistics and modern logistics development, which provide guidance on technological iteration and promote the large-scale application of intelligent equipment [6] Industry Chain - The industry chain of automation logistics equipment in China consists of upstream raw materials and components, midstream manufacturing, and downstream applications across various sectors such as express logistics, e-commerce, and intelligent manufacturing [8] Current Industry Status - The automation logistics equipment industry is becoming a key asset for companies to reduce costs and increase efficiency, with a focus on intelligent, networked, and green development [10] Market Segmentation - Key segments in the automation logistics equipment market include mobile robots (AGV/AMR), automatic sorting equipment, palletizing robots, automated storage systems, and intelligent conveyor systems, with mobile robots showing the fastest growth [12] Competitive Landscape - The industry features a multi-layered competitive structure, with international giants at the top, domestic leaders in the middle, and numerous regional SMEs at the base, indicating a shift from scale competition to value competition [14] - Notable companies include Noli Intelligent Equipment Co., Ltd. and Kunshan Intelligent Technology Co., Ltd., which are leading players in the market with comprehensive solutions and strong market positions [16][18] Future Trends - The industry is expected to accelerate its transformation towards intelligent and green development, driven by technological innovations and the need for sustainable practices [20][22] - There will be a focus on integrating the industry chain and expanding global presence, with domestic companies enhancing competitiveness through technological breakthroughs and resource integration [23]

《行动计划》部署加快数智供应链发展的10项主要任务。培育数智供应链领军企业，带动上下游企业协 同转型；推动供应链管理服务业数智化转型，促进与现代产业深度融合发展；加快数智供应链对外开放 合作，支持与跨境电商、海外仓储物流协同发展；建设数智供应链控制塔，对供应链活动实现实时洞 察、运行分析和智能响应；创新数智供应链底层技术，推进数智技术商业化应用；完善技术服务标准体 系，推动一批契合产业和行业发展需要的标准制修订；探索推进供应链数据交易，不断强化企业数据资 产属性；保障供应链数据流动安全，避免信息泄露；建立供应链协调推进机制，统筹推动重要产业链供 应链数智化建设；加强数智供应链人才培育，鼓励建立首席供应链官、首席数据官制度。 近日，商务部流通发展司负责人解读了《行动计划》。 当前，以大数据、人工智能、物联网为代表的现代信息技术深刻改变传统生产生活方式，数字化和智能 化相融合的数智化已成为加快供应链创新的重要动能，是推动供应链现代化的必经之路。该负责人表 示，数智化有利于打造更有韧性的产业链供应链，现代信息技术大大增强了供应链各个环节的透明度、 可视化水平，能够显著提升需求预测、智能决策、风险感知、自我修复等能力 ...

图片来源： Clay arp 成立于 2021 年，旨在通过其技术赋能的托运商、承运商和仓库网络，帮助企业优化货运供应链并 降低成本。 如今，该公司希望通过机器人技术实现仓储网络自动化，从而进一步提升供应链效率。 Warp 联合创始人兼 CEO 丹尼尔·索科洛夫斯基 透露， Warp 始终致力于为沃尔玛、 Gopuff 和 HelloFresh 等企业客户提升物流效率。 随着人工智能技术的进步，该公司认为自动化领域存在更多 发展机遇。 索科洛夫斯基表示， Warp 目前无法实现供应链中长途运输或短途配送环节的自动化，因此正着力改 造可优化的领域：即仓库内部工作流程。 Warp 首先在其洛杉矶的测试仓库部署摄像头系统，通过计算机视觉技术将采集数据转化为虚拟仓库 模型，由此展开自动化实验。 "我们实际上为洛杉矶的设施创建了一个数字孪生体，或者说模拟环境，"索科洛夫斯基说道，" 我们 最初就像往墙上乱扔东西一样尝试。 说实话，大部分尝试都是：如果我们这样做会怎样？那样做又 会如何？再换种方式呢？" 他们最初的想法之一是训练人形机器人使用传统托盘搬运车，但未能成功。后来 Warp 开始通过改装 现成机器人并添加额外技 ...

2008 年 2 月 29 日 GitHub 正式成立，至今已有 17 年了，老早就被戏称为全球最大的 同性 交友平台了。 ① 前几天，GitHub 最近迎来了第 10 亿个代码仓库（repo），主角居然是个名叫 "shit" 的项目！ 它由 AasishPokhrel 创建，不过啥东西都没有，在 10 亿名号的加持下，以其直白的名字瞬间引爆网络，堪称 开源界的"神作"。 GitHub 官方也在 Issues 中发帖送上祝贺，确认其里程碑地位。 shit 仓库的爆火，不仅是 GitHub 的技术里程碑，更成了全球程序员的欢乐源泉，也说明了开源社区的趣味与 活力。 传送门 github.com/AasishPokhrel/shit /issues/1 ② shit 这个仓库创建仅 32 小时，它就狂揽 1800 个 Star（截至小程程发稿时，已有 2800 Star） 在祝贺贴的留言区，不少网友还用 表情刷屏，热闹非凡。 "期待看到你将创造出很棒的 。" "恭喜！等不及了，这个 （仓库）火起来啦！" Issue 区也是有很多人开新帖留名。 X 平台上，有网友调侃："这简直是 GitHub 10 亿仓库的完美开 ...