1月26日，多家上市公司通过互动平台、披露投资者关系活动记录表等渠道披露公司在算力等方面最新 情况： 【算力】 甘咨询：公司无算力方面的业务 (本文来自第一财经) 首都在线：将持续把握封关机遇，深化跨境算力服务能力 【半导体】 雷电微力：自研芯片已应用于北斗导航卫星 太力科技：公司依托核心材料技术优势深度布局航天应用赛道 飞凯材料：正合作开发与调试相关材料，共同提升HBF制程工艺 【航天】 【其他】 思进智能：多工位智能精密温热镦成形装备已进入实质性研制阶段 ...

思进智能（003025.SZ）1月26日在投资者互动平台表示，公司的多工位智能精密温热镦成形装备已进入 实质性研制阶段：多工位精密温热镦智能成形装备SJHF 系列机型已进入试制阶段，全伺服智能温热镦 成形装备 SJHBF 系列部分机型已进入调试阶段。截至当前，温热镦成形装备产品样机（SJHBF-502L） 已完成试制，实现了运行过程中的力控制、位置控制、相位控制以及材料的剪切、夹持、工位传送，并 完成了加热系统、冷却系统及温度控制系统等测试，样机运行状态良好，且已成功连续生产高强度外六 角螺栓，型号M42×420（直径 42mm，长度 420mm）、重量约 5.5kg。尚有一台样机（SJHF-804）正在 试制中。此外，另有一台多工位精密温热镦智能成形装备已交付客户单位，目前正进入试运行试验及可 靠性评价阶段。下一步，公司将继续进行温热镦智能成形装备机型的系列化及产业化。 （记者 王瀚黎） 每经AI快讯，有投资者在投资者互动平台提问：三年前调研就说温镦机进入实质研制阶段，23-25整三 年时间过去了，怎么没看到有实质的进步和具体温镦机产品出售呢？三年时间，还不能研发成功突破 吗？ 为啥这么慢？ ...

格隆汇1月26日丨思进智能(003025.SZ)在投资者互动平台表示，公司的多工位智能精密温热镦成形装备 已进入实质性研制阶段：多工位精密温热镦智能成形装备SJHF 系列机型已进入试制阶段，全伺服智能 温热镦成形装备 SJHBF 系列部分机型已进入调试阶段。截至当前，温热镦成形装备产品样机(SJHBF- 502L)已完成试制，实现了运行过程中的力控制、位置控制、相位控制以及材料的剪切、夹持、工位传 送，并完成了加热系统、冷却系统及温度控制系统等测试，样机运行状态良好，且已成功连续生产高强 度外六角螺栓，型号M42×420(直径 42mm，长度 420mm)、重量约 5.5kg。尚有一台样机(SJHF-804)正在 试制中。此外，另有一台多工位精密温热镦智能成形装备已交付客户单位，目前正进入试运行试验及可 靠性评价阶段。下一步，公司将继续进行温热镦智能成形装备机型的系列化及产业化。 ...

Company Overview - The company specializes in multi-station high-speed automatic cold forming equipment, primarily used for producing fasteners and irregular parts [3] - Cold forming technology is defined as "bulk metal forming technology at room temperature" [3] Production and Delivery - Production time varies significantly based on product complexity; small to medium models typically take 3-5 months, while large, customized models can take 6-12 months [3] - The company currently has a sufficient order backlog, with production schedules tightly packed [3] Downstream Applications - Key downstream industries include automotive, machinery, nuclear power, wind power, electrical, railways, construction, electronics, military, aerospace, petrochemical, shipping, and tools [4] - New application areas such as industrial robotics and security have emerged, although they contribute a small percentage to overall revenue [4] Market Size and Share - The company is the first publicly listed cold forming equipment manufacturer in A-shares; however, there is a lack of authoritative sales statistics for the industry [6] - The company aims to expand its market share by increasing R&D investment and production capacity while improving marketing and after-sales service [6] Marketing Strategy - The company employs a direct sales model, promoting products through industry exhibitions and advertisements in professional media [7] - International sales are primarily focused on countries such as India, Thailand, Turkey, Egypt, Brazil, Argentina, Algeria, Malaysia, and Tunisia [7] Talent Development - Training skilled technicians requires several years of practical experience due to the complexity of assembly and debugging processes [8] - The company emphasizes a craftsmanship spirit to cultivate dedicated and innovative technical talent [8] Equipment Lifespan - The typical lifespan of cold forming equipment is around 10 years, assuming no technological updates are required [9] Capacity Expansion - The company operates three production bases, with a new facility for multi-station high-precision intelligent forming equipment completed in June 2022 [9][10] - A new project for manufacturing heavy-duty customized equipment is expected to be completed by 2025 [10] Technological Advancements - The company is in the substantial development phase of multi-station intelligent precision warm forming equipment, with prototypes currently being tested [11] - Warm forming technology enhances material properties and allows for the efficient production of complex parts [11][12] Patent Portfolio - The company holds 13 patents related to warm forming technology, including 6 invention patents, and has overcome key technical challenges in this area [12][13]

Company Overview - 思进智能 is the first listed company in the cold forming equipment manufacturing industry in A-shares [4] - The company has three production bases [13] Market and Applications - The main downstream application fields for cold forming equipment include automotive, machinery, nuclear power, wind power, electrical, railway, construction, electronics, military, aerospace, petrochemical, shipping, and tools [3] - New application fields such as industrial robots and security have emerged, but their revenue contribution is relatively small [3] - The market share of cold forming equipment is currently unquantified due to a lack of authoritative sales statistics [4] Financial Performance - As of December 31, 2024, the company has effective orders amounting to approximately RMB 293 million [6] - The overseas revenue accounts for about 16.78% of total revenue, with major markets including India, Thailand, Turkey, Egypt, Brazil, Argentina, Algeria, Malaysia, and Tunisia [6] Production and Technology - The company employs a combination of order production and stock production management models [10] - The production cycle for medium and small models typically takes 3-5 months, while high-station, large-diameter, and customized heavy equipment can take 6-12 months [10] - The company has developed a multi-station intelligent precision warm forging equipment, with one prototype completed and another in trial production [12][13] Talent Development - The company aims to cultivate skilled technicians with a focus on craftsmanship and innovation [11] Future Plans - The company plans to expand its production capacity through new projects, including a manufacturing base for multi-station precision warm forging equipment, expected to be completed by 2025 [14]

Company Overview - The company specializes in multi-station high-speed automatic cold forming equipment, primarily used for manufacturing various metal parts at room temperature [2][3] - Cold forming technology is defined as "bulk metal forming technology at room temperature" [5] Equipment Features and Advantages - High-speed multi-station equipment can produce dozens to hundreds of parts per minute, enhancing production efficiency and saving space and labor [3] - The process improves mechanical properties such as tensile strength compared to cutting processes [3] - High material utilization with minimal or no cutting required [3] - Capable of processing complex and hard-to-cut metal parts [3] Production and Delivery - Production time varies significantly based on equipment specifications, with small to medium models taking 3-5 months and larger, customized models taking 6-12 months [5] - The company currently has a robust order backlog and tight production scheduling [5] Industry Characteristics - The cold forming equipment industry does not exhibit significant seasonal characteristics, as demand is influenced more by client orders and investment plans [6] Application Fields - Key application sectors include automotive, machinery, nuclear power, wind power, electrical, railways, construction, electronics, military, aerospace, petrochemicals, and shipbuilding [7] - New application areas such as industrial robotics and security are emerging, though they currently represent a small revenue share [7] Market Size and Share - The company is the first publicly listed cold forming equipment manufacturer in A-shares, but lacks authoritative sales statistics for market size and share [9] - The company aims to expand its market share by enhancing R&D and production capacity while improving marketing and after-sales services [9] Profitability and Product Development - Higher station counts in cold forming equipment generally correlate with higher profit margins [10] - The company has transitioned from producing 3-4 station models to 7-8 station products, enhancing product value [10] Marketing Strategy - The company employs a direct sales model, utilizing industry exhibitions and advertisements for customer outreach [11] - Key international markets include India, Thailand, Turkey, Egypt, Brazil, Argentina, Algeria, Malaysia, and Tunisia [11] Technological Advancements - The company is developing multi-station intelligent precision warm forging equipment, with prototypes currently in testing [12] - The warm forging technology aims to improve metal structure and enhance load capacity for complex parts [12] Talent Development - The company focuses on cultivating skilled technicians with a commitment to craftsmanship and innovation [12]

Group 1: Company Overview - Ming Sheng Asset Management Company was established on November 11, 2014, and specializes in providing high-yield financial services as a third-party wealth management institution [2] - The company focuses on asset management, covering traditional investment areas such as stocks, bonds, and securities investment funds [2] - Ming Sheng Asset adopts an independent, fair, objective, and prudent approach to identify and select stable return financial products for investors [2] Group 2: Industry Insights - Si Jin Intelligent introduced the entry barriers in the cold forging equipment industry, which include technology, talent, and customer barriers [1] - The delivery cycle for products varies, with small to medium models taking 3-5 months and heavy equipment taking 6-12 months, indicating a strong order backlog [1] - The demand for non-standard shaped parts is increasing, and the company is expanding its application areas through personalized design [1] - The lifespan of cold forming equipment is generally around 10 years, and the industry does not exhibit significant seasonal characteristics [1] - The marketing model is direct sales, with overseas sales concentrated in countries like India and Thailand, using FOB terms for delivery [1] - The company has successfully developed multiple eight-station cold forming equipment and has completed order deliveries [1] - Multi-station intelligent precision warm-hot forging equipment is in substantial development, with core technology being mastered [1] - The warm-hot forging and large intelligent die-casting equipment manufacturing project is expected to be completed by 2025, aiming to produce multi-station precision warm-hot forging intelligent forming equipment and large intelligent die-casting equipment [1]