报告期内计提减值准备3099.60万元，其中：存货跌价准备2547.42万元；储能相关设备因市场价格下跌 计提190.58万元；联营企业生利新能因净资产为负，全额计提325.25万元股权投资减值。报告期内存货 账面价值达8.05亿元，占流动资产比例高达55.77%，且以非标定制化产品为主，叠加下游汽车零部件厂 商资金压力加大，存货跌价风险与应收账款回款风险已形成双重资产质量压力。 南方财经9月3日电，江苏北人（688218.SH）近日公布2025年半年度报告。公司上半年实现营业收入 2.06亿元，同比下降28.25%；归属于上市公司股东的净利润亏损2371.82万元。业绩下滑主要受两大业 务拖累。智能制造板块因主动放弃低毛利订单及海外订单转化周期延长，营收规模收缩；工商业储能业 务则因行业价格战加剧、政策趋严导致成本攀升，叠加市场需求萎缩，公司已战略性收缩规模。 公司两大核心业务面临压力。智能制造板块虽加速海外布局，但海外项目交付周期长导致收入尚未兑 现，同时国内汽车产业链价格竞争持续挤压毛利率。公司重点推进的具身智能焊接机器人完成首代产品 交付，并在船舶、重钢领域开展二代产品测试。储能业务成为最大痛点；行业 ...

36氪四川了解到，「仁新机器人」隶属仁新企业集团，由仁新企业集团通过收购尚扬机电全部无形资产、知识产权及核心团队于2022年底在成都彭州建立而 成，本次官宣的融资是「仁新机器人」成立后开放的首轮融资。胡豪杰表示："本轮融资将全力投入工业具身智能技术研发与工程化落地，加速破解中高端 制造场景中焊接、切割等环节的'无人化'瓶颈，助力中国工业关键领域实现自主可控。" 融合3D视觉、AI算法、SLAM自主导航和RX焊接（切割）工艺库的"手—眼—足—脑"协同体系能够实现焊割作业的全流程闭环控制。截至目前，「仁新机 器人」已经研发出具身智能焊接机器人、具身智能切割机器人、智能机器人焊接工作站、智能机器人工厂解决方案等四大系列三十余款产品。 「仁新机器人」具身智能焊接&切割机器人 据了解，「仁新机器人」产品已在石化装备、轨道交通、核能核电、重型机械、钢结构及桥梁隧道等多个行业开展应用。 未来的高端制造会存在哪些想象空间？一方面是解决现有痛点，另一方面则是对质量、效率的全面革新。仁新焊机机器人（成都）股份有限公司（以下简 称"仁新机器人"）执行总裁胡豪杰说："让核电站焊接工人远离辐射风险，让万吨桥梁的焊缝质量百年无损，这才是 ...

Group 1 - Shaanxi is becoming a significant source of original innovation in China, supported by its rich educational and scientific resources [1] - Financial institutions in Shaanxi are shifting their service concepts to support technology-driven enterprises, focusing on long-term partnerships and diversified services [1][6] - The development of technology finance in Shaanxi is characterized by a collaborative ecosystem involving banks, enterprises, and government policies [1][6] Group 2 - Xi'an Inno Aviation Technology Co., Ltd. is a representative example of a successful technology enterprise emerging from Shaanxi, focusing on drone technology for energy inspection and smart city applications [2] - The company has achieved a high accuracy rate of over 95% in identifying anomalies during pipeline inspections using drones [2] - The development of intelligent robots for hazardous environments is exemplified by Xi'an Zhongke Optoelectronic Precision Engineering Co., Ltd., which focuses on welding robots to enhance safety and efficiency [2][3] Group 3 - The concept of "embodied intelligence" was included in the government work report for the first time in 2025, indicating a growing recognition of its commercial potential [3] - Financial support is crucial for emerging technology enterprises, as many are asset-light and face challenges in securing traditional financing [3][5] - Long-term capital support is necessary for new industries, as highlighted by the National Development Bank's provision of 500 million yuan in credit to support the photonics industry in Shaanxi [5] Group 4 - The "Darwin's Dead Sea" metaphor illustrates the challenges faced by startups in transitioning from research to market-ready products, emphasizing the importance of pilot testing [4] - Many startups struggle to find platforms for pilot testing, which is essential for validating the industrial potential of their technologies [4] - The Shaanxi Optoelectronic Pilot Institute aims to provide comprehensive technical services for the photonics industry, including product development and testing [5] Group 5 - Financial institutions are adapting their lending practices to better serve technology enterprises, which often do not fit traditional credit assessment models [6] - Innovative financial products, such as the "Aviation Enjoy Loan," are being developed to address the unique needs of technology companies lacking traditional collateral [5][6] - As of May 2023, Postal Savings Bank of China in Shaanxi has served over 3,200 technology enterprises, with total loans exceeding 45.6 billion yuan, reflecting a growth of over 50% since the beginning of the year [6]

Core Viewpoint - The article discusses the advancements in intelligent welding robots, emphasizing their potential to address the challenges faced by traditional industrial robots in complex manufacturing environments [8]. Group 1: Welding Technology and Applications - Cloos has accumulated a century of welding technology, achieving high-quality and efficient welding results across various metals such as carbon steel, stainless steel, nickel-based alloys, and aluminum alloys [4]. - The welding processes can be adapted to accommodate complex welding conditions, reducing preparation work and costs [4]. - The integration of visual recognition and automated path planning enables self-service welding, while collaborative solutions with robots enhance the skill requirements for operators [4]. Group 2: Intelligent Welding Robots - The transition towards intelligent manufacturing in industries like shipbuilding and steel structures necessitates breakthroughs in robotic welding technology due to the complexity and variety of products [8]. - Embodied intelligent welding robots are expected to become the primary solution for these applications, offering superior flexibility and precision [8]. - The report analyzes advancements in AI decision-making, adaptive welding process adjustments, and multi-configuration intelligent motion planning, highlighting innovative products and practices in the field [8].

Core Viewpoint - The article discusses the upcoming "2025 China Welding Industry Forum" focusing on robotic and intelligent welding technologies, highlighting the importance of innovation in the welding sector to meet national strategic needs and enhance manufacturing quality [1]. Group 1: Forum Overview - The forum is organized by the China Welding Association and will take place from June 15-17, 2025, in Jiaxing, Zhejiang Province [1]. - It will feature 15 experts presenting specialized reports on robotic and intelligent welding technologies [2]. Group 2: Expert Contributions - Chen Shujun, a distinguished professor, will present on the current status and future prospects of embodied intelligent welding robots, emphasizing their application in complex manufacturing environments such as aerospace and shipbuilding [5]. - The report will focus on key technological breakthroughs that enhance the precision, adaptability, and intelligence of welding robots, supporting the development of intelligent welding technologies [5]. Group 3: Innovations in Bridge Welding - The report on the Hong Kong-Zhuhai-Macao Bridge highlights significant advancements in intelligent welding technology, marking it as a milestone in the field [9]. - The bridge project has received multiple awards, including the IIW's highest award for welding engineering, showcasing the successful application of robotic welding technologies [9]. Group 4: Advanced Welding Techniques - The report on large TKY pipe joints addresses the challenges of automatic welding in offshore engineering, presenting a self-adaptive intelligent welding system that overcomes various technical difficulties [14]. - This innovation represents a significant breakthrough in achieving automated welding for complex structures, with implications for various industries [14]. Group 5: Market Insights and Challenges - The report discusses the current state of the welding robot market in China, identifying challenges in domestic substitution and customer demands for lower costs and higher efficiency [26]. - It emphasizes the need for continuous innovation from manufacturers to meet the evolving market landscape, particularly in sectors like shipbuilding and automotive [26]. Group 6: Cutting Technology Development - The cutting technology report outlines the necessity of cutting processes in welding production, emphasizing the trend towards digitalization and automation in cutting equipment [34]. - It highlights the importance of advanced cutting technologies in meeting the demands of key national industries, indicating a shift towards more intelligent and automated solutions [34].

Core Viewpoint - The article highlights the upcoming "2025 China Welding Industry Forum" focusing on robotics and intelligent welding technology, scheduled to take place in Jiaxing, Zhejiang from June 15-17, 2025, emphasizing its significance in the welding industry and the integration of advanced technologies [3][4]. Group 1: Event Overview - The "2025 China Welding Industry Forum" will be held in Jiaxing, a city known for its rich history and cultural significance, particularly in relation to the Chinese Communist Party [3]. - The forum is organized by the China Welding Association and aims to discuss advanced technologies and products in the field of robotics and intelligent welding [3][4]. - The event will feature 15 specialized reports from renowned experts in the field, covering applications in various industries such as shipbuilding, steel structures, automotive, and aerospace [3][6]. Group 2: Conference Details - The forum will coincide with the "28th Beijing Essen Welding and Cutting Fair," which is recognized as the largest welding industry event globally [4]. - Attendees will include leaders from industry regulatory bodies, manufacturing units, and academic institutions, fostering a platform for technical exchange [4]. - The conference will include a series of presentations on topics such as intelligent welding robots, innovative welding techniques, and applications in new energy vehicles [6][8]. Group 3: Registration and Logistics - Registration for the forum is required before June 6, 2025, with a participation fee of 1,500 yuan per person, while special guests and speakers are exempt from fees [11][13]. - Accommodation is available at the Jinghui Hotel in Jiaxing, with special rates for conference attendees [13]. - Transportation to the venue is not provided, and attendees are advised to arrange their own travel [13].

Core Viewpoint - The article highlights the upcoming "2025 China Welding Industry Forum" focusing on robotics and intelligent welding technology, emphasizing its significance in various industries and the participation of experts and companies in the field [3][4]. Group 1: Event Overview - The "2025 China Welding Industry Forum" will take place from June 15-17, 2025, in Jiaxing, a city known for its rich cultural history and scenic water towns [3]. - The forum is organized by the China Welding Association, with support from various academic and industry organizations, aiming to discuss advanced technologies and applications in welding [3][4]. Group 2: Topics and Presentations - The forum will feature 15 specialized reports from renowned experts in the field, covering topics such as intelligent welding robots, bridge welding technology, and applications in various sectors including shipbuilding, automotive, and renewable energy [6][7][8]. - Notable presentations include discussions on the current status and future prospects of embodied intelligent welding robots and innovative welding techniques used in major infrastructure projects like the Hong Kong-Zhuhai-Macao Bridge [6][7]. Group 3: Participation and Registration - The forum invites leaders from industry regulatory bodies, manufacturing units, and academic institutions to participate, fostering collaboration and knowledge exchange [4][6]. - Registration details include a fee of 1,500 yuan per person for general attendees, while special guests and presenters are exempt from fees [11][13].

江苏北人智能制造科技股份有限公司 会议资料 二〇二五年五月 江苏北人智能制造科技股份有限公司 2024 年年度股东大会会议资料 三、会议按照会议通知上所列顺序审议、表决议案。 四、股东及股东代理人参加股东大会依法享有发言权、质询权、表决权等权 利。股东及股东代理人参加股东大会应认真履行其法定义务，不得侵犯公司和其 他股东及股东代理人的合法权益，不得扰乱股东大会的正常秩序。 为了维护全体股东的合法权益，确保股东大会的正常秩序和议事效率，保 证本次股东大会的顺利进行，根据《中华人民共和国公司法》《中华人民共和国 证券法》《上市公司股东大会规则》以及《江苏北人智能制造科技股份有限公司 章程》《江苏北人智能制造科技股份有限公司股东大会议事规则》等相关规定， 特制定本次股东大会会议须知： 一、经公司审核，符合条件参加本次大会的股东、股东代理人以及其他出席 人员可进入会场，公司有权拒绝不符合条件的人员进入会场。参会股东应当按照 通知时间准时到场，参会股东或其代理人如果迟到，在表决开始前出席会议的， 可以参加表决；如表决开始后，不得参加表决，但可以列席会议；迟到股东或其 代理人不得对已审议过的议案提出质询、建议和发言要求， ...