2024 年业绩表现亮眼，2025Q1 利润延续高增。2024 年科远智慧实现总营业收入16.82 亿元，同比增长 19.55%，全年归母净利润2.52亿元，较2023 年大幅增长56.64%。2025 年一季度公司营收4.2 亿元，同比 +14.60%。利润端延续高增长态势，实现归母净利润0.61 亿元，同比42.30%，充分彰显其技术突破与把 握政策红利驱动的盈利水平持续显著提升。 围绕多重国家资质认证、依托全链路技术研发体系构筑技术生态壁垒。作为国家级制造业单项冠军、专 精特新"小巨人"及火炬计划国家重点高新技术企业，公司通过ISO 9001/45001/14001、CMMI 5级等覆盖 质量、安全、环境的全体系认证，并具备CNAS 国家认可实验室资质，彰显其在工业智能化领域的技术 公信力。依托江苏省智能控制重点实验室等省级创新平台集群，公司深度融合人工智能、大模型、实时 数据库等前沿技术，承担多项国家级科技专项，2024年研发投入占比10.44%，新增发明专利16 项，累 计有效专利236项，持续强化对控制系统、工业软件等核心技术的自主可控能力。 持续聚焦平台化产品、下沉式渠道双轮驱动，实现技术优势向 ...

长城证券股份有限公司关于中辰电缆股份有限公司 使用可转换公司债券部分闲置募集资金暂时补充流动 资金的核查意见 长城证券股份有限公司（以下简称"长城证券"或"保荐机构"）作为中辰电 缆股份有限公司（以下简称"中辰股份"或"公司"）持续督导的保荐机构，根据 《证券发行上市保荐业务管理办法》、《上市公司募集资金监管规则》、《深 圳证券交易所创业板股票上市规则》、《深圳证券交易所上市公司自律监管指 引第 2 号——创业板上市公司规范运作》等有关规定，对公司使用可转换公司 债券部分闲置募集资金暂时补充流动资金事项进行了核查。现将有关情况公告 如下： 一、募集资金基本情况概述 经中国证券监督管理委员会《关于同意中辰电缆股份有限公司向不特定对 象发行可转换公司债券注册的批复》（证监许可2022678 号）同意注册，中辰 电缆股份有限公司本次向不特定对象发行可转换公司债券 5,705,370 张，发行价 格为每张面值 100 元人民币，按面值发行，募集资金共计人民币 57,053.70 万元， 扣除各项发行费用人民币 8,776,894.20 元（不含增值税）后实际募集资金净额为 人民币 561,760,105.80 元。公 ...

另外，董事、研发部副经理董李强持有公司16.19%的股份。2024年1月30日，张继周和董李强签署《一 致行动协议》，确定董李强为张继周的一致行动人，张继周合计控制公司54.51%的股份。 瑞财经 严明会6月30日，临海市新睿电子科技股份有限公司（以下简称：新睿电子）北交所IPO获受 理，保荐机构国泰海通证券，保荐代表人盛泽虎、张晶，会计师事务所为中汇会计师事务所。 新睿电子成立于2008年，注册资本2800万元，专业从事工业自动化、智能化产品的研发，制造，销售。 新睿电子本次拟募资1.4亿元，用于生产中心升级改造项目、研发中心建设项目以及补充流动资金。 新睿电子董事长、总经理、研发部经理张继周直接持有公司34.52%的股份，同时系新锐泓的执行事务 合伙人，因此新锐泓为张继周的一致行动人，张继周亦通过新锐泓间接控制公司3.80%的股份。 2022年至2024年，公司营业收入分别为 1.69亿元、2.04亿元和3.01亿元；净利润分别为2,961.20万元、 3,096.60万元和 5,526.37万元；业绩稳步提升。 张继周与董李强两人都曾在威信科技任职。 | 序号 | 股东姓名/名称 | 担任职务 | 持股 ...

◎记者 孙小程 "科创板不仅是融资平台，更是创新'加速器'，它推动中控技术实现了技术自主化从点至面、研发投入 从量到质、创新资源从国内到全球的跨越，让中国高端装备的'硬科技'成色闪耀于重大工业场景。"谈 及上市以来的收获，中控技术副总裁、首席财务官、董秘房永生如是概括。 高端装备制造业是强国之基，为加快发展新质生产力、建设现代化产业体系提供重要支撑。近年来，科 创板着力打造先进制造业集群，超百家高端装备制造业企业齐聚板块，涵盖工业母机、工业机器人、激 光加工、工业自动化控制系统等先进工艺装备，下游覆盖轨交、汽车、电力、航空、物流等国计民生重 点领域，构建起协同创新、产业集聚的发展格局。 房永生回顾道："自2020年成功登陆科创板以来，公司始终将'硬科技'作为立身之本和发展引擎。上市 不仅是对我们过往技术积累的认可，更极大地赋能了公司核心技术的深化与突破，公司'硬科技'成色在 多个维度得到了显著增强。" 再看电力设备行业。我国已形成完善的电力装备产业链，科创板电力设备企业近年来延续稳健增长态 势，有力保障能源安全，推动工业绿色化发展。 其中，智能电网设备链主企业南网科技坚持以科技创新为引领，2024年推动全国唯 ...

Core Viewpoint - Zhejiang Zhongde Control Technology Co., Ltd. (hereinafter referred to as Zhongde Technology) has been accepted for IPO on the Beijing Stock Exchange, aiming to raise 189.5 million yuan for various projects and working capital [1] Company Overview - Zhongde Technology was established in 2007 with a registered capital of 66.446 million yuan, primarily engaged in the R&D, production, and sales of industrial control valves and automation control systems, mainly applied in the petrochemical industry [1] Financial Performance - From 2022 to 2024, Zhongde Technology's operating revenue was 435 million yuan, 466 million yuan, and 469 million yuan respectively, showing slight fluctuations [3] - The net profit attributable to the parent company, after deducting non-recurring gains and losses, was 48.04 million yuan, 54.33 million yuan, and 45.72 million yuan for the same years [3] - The comprehensive gross profit margins were 37.21%, 35.62%, and 30.96% respectively, indicating a downward trend [3] - The asset total for the year ending December 31, 2024, is projected to be approximately 674.86 million yuan, with total equity of about 396.03 million yuan [3] Shareholding Structure - The company is jointly controlled by four individuals: Zhang Zhongmin, Zhang Zhongyi, Zhang Zhongbiao, and Chen Xiaohua, who collectively hold 53.4% of the shares [5] - Zhang Zhongmin holds 23.9% of the shares, while Zhang Zhongyi, Chen Xiaohua, and Zhang Zhongbiao each hold 8.0% [5] - Zhang Zhongmin has been the chairman of Zhongde Technology since December 2013, while Zhang Zhongyi has served as the director and general manager since October 2019 [5][6]

行业普遍存在的诸多挑战和痛点，恰恰激发了罗洋巴姆不断探索和创新的动力。罗洋巴姆制定了开发新 一代仪表的技术路线图，致力于在传感器技术、核心处理电路等关键领域取得突破，为客户提供更加稳 定、可靠的工业自动化解决方案。同时，罗洋巴姆积极推动国产化替代进程，努力打破国际技术垄断， 致力于成为"国货之光"，为中国制造向高端化、智能化跃升贡献力量。 在核心业务与技术展示环节，罗洋巴姆展示了其基于谐振式单晶硅压电晶体的传感器、具有阻尼自主调 节的核心处理电路等自主研发的核心技术。这些技术显著提升了产品的稳定性和精度，广泛应用于石油 石化、海洋海工、新能源等多工业领域，为行业客户提供了自动化控制仪表整体解决方案。此外，罗洋 巴姆还致力于打造工业自动化仪表的全生命周期协同平台，通过引入物联网、大数据、AI等先进技 术，实现仪表的智能化、远程监控与预测性维护，为客户提供更加便捷、高效的服务体验。 在未来发展规划层面，罗洋巴姆将继续深化在高稳定性工业自动化仪表领域的技术布局，拓展多工业领 域的应用场景，并积极寻求与资本市场的深度合作，通过融资加速项目推进，实现国内市场份额的显著 提升，并逐步向国际市场拓展，成为全球知名的智能精密 ...

Group 1: Overall Characteristics of B2B Industry - The B2B platform has become a crucial link for transactions between enterprises, driven by digitalization, with procurement demand concentrated in economically developed eastern coastal regions and traditional industrial clusters such as Guangdong, Shandong, Jiangsu, Hebei, and Henan [1] - Procurement decisions are characterized by rationality and professionalism, with product matching and enterprise reliability being core factors, while price-performance ratio and service guarantees are secondary considerations [1][23] - Procurement behavior shows a preference for online consultations followed by phone follow-ups, with online consultations being favored for their immediacy and efficiency, necessitating the establishment of a professional service response system [1][28] Group 2: Industry-Specific Analysis Mechanical Equipment Industry - Peak traffic periods are in March-April and July-September, aligning with the construction and sales seasons of engineering machinery, supported by policy and infrastructure funding [2] - Major procurement regions are concentrated in eastern coastal and central-western industrial provinces, with Guangdong, Shandong, and Jiangsu leading in traffic [2] Building Materials and Home Decoration Industry - Spring and autumn are peak seasons for material procurement due to favorable construction conditions, with demand concentrated in economically active and densely populated areas [3] - Key product demands include both industrial practicality and high-end decoration, with lighting fixtures, roofing materials, and commercial office furniture identified as opportunity categories [3] Chemical Energy Industry - Traffic peaks occur in March-April and July-September, influenced by energy demand and price cycles, with major demand in high-end manufacturing sectors such as electronics and pharmaceuticals [4] - Opportunity categories include chemical reagents and organic chemicals [4] Hardware and Electrical Equipment Industry - Demand peaks in spring and autumn due to construction and infrastructure projects, with coastal manufacturing provinces as primary demand sources [5][8] - Key opportunity categories include hardware accessories, electric tools, and manual tools [5] Metallurgical Steel Industry - Traffic peaks in March-April and July-September, driven by engineering commencement, equipment updates, and export preparations [6] - Opportunity categories include scrap metal, minerals, and special steel [6] Instrumentation Industry - Peak traffic occurs during summer due to equipment upgrades, with coastal regions leading and specialized instruments for environmental testing and life sciences identified as opportunity categories [7] Electronic Components Industry - Demand peaks in March-April and July-September, influenced by consumer electronics cycles and factory renovations, with Guangdong as the primary demand region [8] - Key opportunity categories include core components for industrial automation and new energy-related demands [8] Electrical Engineering Industry - Traffic peaks in March-April and July-September, driven by power investment and infrastructure cycles, with eastern regions leading and mid-western regions collaborating [8] - Opportunity categories include low and medium voltage electrical equipment, batteries, and industrial control systems [8]

Core Insights - Suzhou's manufacturing industry contributes over 40% to its GDP, with 160,000 industrial enterprises across various sectors, highlighting its critical role in the global supply chain [1] - Companies in Suzhou are focusing on key technological breakthroughs, software ecosystem collaboration, and deep applications of intelligence to enhance the resilience of industrial supply chains [1][2] Group 1: Technological Advancements - Huichuan Technology emphasizes the importance of independent research and development, achieving a 97% self-sufficiency rate in key components [2] - Hengtong Group has developed a complete optical communication industry chain, having created China's first optical fiber preform, previously dominated by foreign entities [2][3] - Hengtong is expanding into new areas such as marine information technology and smart sensing, contributing to global information connectivity [3] Group 2: Software Development - Huichuan Technology launched China's first integrated industrial automation software platform (iFA) in February 2023, aiming to compete with international industrial giants [4] - Companies like Tongyuan Soft Control and Haocen Software are advancing industrial software capabilities, focusing on multi-terminal applications and cloud services to support digital transformation [5][6] Group 3: Smart Manufacturing - Smart transformation is essential for high-quality development in manufacturing, as demonstrated by SANY Heavy Industry's intelligent factory achieving over 81% automation in various processes [7] - Hengtong Fiber has implemented smart manufacturing practices, resulting in a 66% efficiency increase and significant reductions in manufacturing costs and defect rates [7] Group 4: Industrial Strategy - Suzhou's industrial strategy includes the parallel development of traditional, emerging, and future industries, leveraging its strong industrial foundation to foster growth in sectors like electronic information and biomedicine [8] - The goal is to build a modern industrial system with world-class competitiveness, positioning Suzhou as a leading "smart manufacturing city" [8]

以下文章来源于半导体行业观察 ，作者邵逸琦 半导体行业观察 . 半导体深度原创媒体，百万读者共同关注。搜索公众号：半导体芯闻、半导体产业洞察，阅读更多原创 内容 本文来自微信公众号： 半导体行业观察 （ID：icbank） ，作者：邵逸琦，题图来自：AI生成 2022年，欧盟推出《欧洲芯片法案》 （EU Chips Act） ，提出 到2030年将欧洲在全球半导体制造 市场的份额从当前的不足10%提升至20%。 这是一个雄心勃勃的目标，象征着欧洲希望在数字经济 和技术主权方面摆脱对亚洲与美国的过度依赖。 当时欧盟委员会主席乌尔苏拉·冯德莱恩还表示，欧洲约占全球芯片产量的10%，实现市场份额的翻 倍并不算是遥不可及的事情。 然而，时间过去近三年，围绕该法案的争议和批评也愈发明显。项目推进迟缓、生态薄弱、战略目标 不切实际等问题，引发了多家欧洲主流媒体的质疑。 但与此同时，欧洲并没有停下脚步。在先进设备、功率器件、RISC-V架构以及吸引国际巨头方面， 欧洲半导体产业仍在努力构筑自己的价值链与战略纵深。 欧洲芯片法案的现实困境 其实在法案提出的2022年，就有不少人认为，20%的目标过于不切实际了。 他们表示，这 ...

公司报告 | 年报点评报告 四方股份（601126） 证券研究报告 主业稳健增长，出海及 AIDC 有望形成增量 公司业绩持续稳健增长，25Q1 利润增长有所加速 24 年合计实现营收 69.51 亿元，yoy+20.86%；归母净利润 7.16 亿元， yoy+14.09%；扣非净利润 6.98 亿元，yoy+11.98%。毛利率 32.33%， yoy-2.11pcts。净利率 10.30%，yoy-0.62pcts。受益于国内新型电力系统及 能源绿色低碳转型的推动，公司持续加强产品和技术创新，营业收入稳步 增长，综合毛利率总体保持稳定。 2025Q1 营收 18.28 亿元，yoy+18.34%；归母净利润 2.41 亿元，yoy+33.38%； 扣非净利润 2.34 亿元，yoy+30.37%。毛利率 31.84%，yoy-2.12pcts；净利 率 13.21%，yoy+1.43pcts。 24 年业务分拆： 1、电网自动化：24 年实现收入 33.09 亿，yoy+13.18%，毛利率 41.54%， 同比下降 0.35pcts。 25 年展望：公司主业稳健发展，出海、数据中心有望形成增量 1）公 ...