| 北京康斯特仪表科技股份有限公司 2025 年半年度报告全文 | | | --- | --- | | 北京康斯特仪表科技股份有限公司 | | | 【2025 年 8 月 26 日】 | | | 北京康斯特仪表科技股份有限公司 2025 年半年度报告全文 | | | 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 | | | 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 | | | 个别和连带的法律责任。 | | | 公司负责人姜维利、主管会计工作负责人姜南竹及会计机构负责人(会计 | | | 主管人员)姜南竹声明：保证本半年度报告中财务报告的真实、准确、完整。 | | | 所有董事均已出席了审议本次半年报的董事会会议。 | | | 如半年度报告涉及未来计划等前瞻性陈述，同时附有相应的警示性陈述， | | | 均不构成公司对投资者的实质承诺，投资者及相关人士均应对此保持足够的 | | | 风险认识，并且应当理解计划、预测与承诺之间的差异。 | | | 公司在本报告第三节"管理层讨论与分析"中"十、公司面临的风险和 | | | 应对措施"部分，详细描述了公司经营中可能存在的 ...

Core Viewpoint - The article highlights the significance of supply chains in modern industries and the opportunities presented at the China International Supply Chain Promotion Expo, showcasing the rapid development of China's industrial system and its global supply chain advantages [1]. Group 1: Schneider Electric - Schneider Electric emphasizes the importance of resilience, AI, and sustainability in supply chains, particularly in the context of geopolitical tensions and trade protectionism [2]. - The company has established a robust end-to-end green supply chain system in China, with 30 factories and logistics centers collaborating with over 1,600 local suppliers [2]. - Schneider Electric has evolved from following global technology to developing products based on Chinese user needs, demonstrating its commitment to local innovation and global market adaptability [3]. Group 2: Panasonic - Panasonic showcases its station door solutions at the expo, which have been implemented in 53 projects across 18 cities in mainland China, with a total order value exceeding 3 billion yuan [5]. - The company has over 6,000 suppliers in China and has established a trading company in Shanghai to facilitate global procurement of components [6]. - Panasonic recognizes China as not only a manufacturing powerhouse but also an innovation leader, leveraging its large pool of engineers to drive technological advancements [8]. Group 3: Honeywell - Honeywell presents new smart ship solutions and emphasizes that over 95% of its products are developed for the local market by its Chinese team [9]. - The company highlights the comprehensive nature of China's supply chain, which includes all industrial categories, and its resilience in responding to external shocks [10]. - Honeywell aims to deepen collaboration with local suppliers and enhance product localization to meet the high demands of Chinese customers, viewing suppliers as partners in achieving mutual success [10].

Core Insights - The report indicates that nearly 80% of surveyed companies expect performance improvements in 2024, but cost pressures remain the biggest challenge [1] - Companies plan to integrate supply chain restructuring, digital transformation, overseas expansion, and sustainable development into their core business strategies over the next three years [1] Supply Chain Strategy - Chinese enterprises are transitioning from a "China+1" strategy to a more robust "China+N" model, addressing rising supply costs, procurement challenges, and working capital management difficulties [2][3] - 40% of surveyed companies view ASEAN as the most important overseas procurement market, with 37% considering it a key terminal sales market and 48% as a future investment destination [2] Digital Transformation and Sustainability - Digital transformation and sustainable development are identified as core drivers for enhancing operational resilience among Chinese companies [4] - 90% of surveyed companies have implemented digital solutions, with a significant focus on AI, automation, cloud computing, and generative AI technologies [4] - Over half of the surveyed companies have implemented sustainable practices in one or more business areas, particularly in the oil and gas, healthcare, and manufacturing sectors [4] Financial Constraints - Cost pressures and insufficient financing channels are major bottlenecks for sustainable development, with companies seeking innovative financing solutions from financial institutions [5]

Group 1 - The 20th China International Small and Medium Enterprises Expo is currently being held in Guangzhou, showcasing innovative and specialized enterprises with unique technologies and products [1] - A new type of steel material, which is only 1/6 the thickness of A4 paper, can withstand over 300,000 bends, making it crucial for high-end electronic products like OLED display materials [3][5] - A humanoid robot demonstrated at the expo can write with a brush and features a self-developed multimodal perception system, enhancing its interaction capabilities with humans [7] Group 2 - Innovations in core components, such as fingertip pressure sensors, allow robots to perceive external stimuli similarly to humans, recognizing basic information through touch [9] - The expo introduced an industrial design exhibition area aimed at helping SMEs enhance their value chain and product quality through multi-dimensional innovation [11] - China's digital transformation of SMEs is accelerating, with over 3,500 digital service providers selected and more than 10,000 technology products developed [12][14] Group 3 - A Guangdong-based ultra-high-definition display company launched a digital platform that connects optical non-destructive testing equipment to monitor product quality in real-time [16] - Smart manufacturing facilities are collecting millions of production data points daily, aiding in rapid and precise production decision-making [18] - As of now, over 40,000 SMEs have been supported in their digital transformation efforts, with nearly 2,000 completing the transformation verification [22]

2025年6月16日，深圳会展中心（福田）万商云集。第八届全球跨境电商节暨第十届深圳国际跨境电商贸易博览会在此盛大启幕，本次展会历时三天，近4万 平方米的展区犹如一个微缩的全球贸易中枢，首日即吸引超过3.6万人次专业观众涌入，共同见证这一行业盛事。 展会现场俨然成为"中国制造"实力矩阵的展示窗口。中山璀璨灯饰、汕头创意玩具、湖州安吉绿色家居、福建石狮精工服饰、广州时尚美妆、江苏新兴宠物 及户外装备、深圳前沿3C电子——超过40个特色产业带集体亮相，彰显中国供应链的广度与深度。来自德国、法国、韩国、日本等30余国的专业采购团穿 梭于展位之间，寻求合作契机，编织着全球贸易的新网络。 人工智能驱动的精准选品、区块链赋能的透明商品溯源、智慧物流系统的高效运转……前沿技术应用琳琅满目，成为展会最耀眼的风景线。参展企业纷纷展 示"一键铺全球"的数字化平台与全链路合规解决方案，为全球贸易注入强劲动能，深刻诠释跨境电商正经历的数智化革命浪潮。 巧豚豚项目总监Wilson也在会上抛出重磅观点："单点突围时代终结，中国出海正经历从'产品输出'到'生态输出'的质变。 WOOT CN 巧豚豚华南市场部负责人John在大会上带来了精彩 ...

Company Overview - Telling Telecommunication Holding Co., Ltd. is planning to issue A-shares to specific investors, with a total fundraising target of up to 170,800 million yuan [24][30] - The company is controlled by Shenzhen Investment Holdings Co., Ltd., which holds 19.03% of the shares and has a voting power of 28.83% [19][25] Fundraising Purpose - The funds raised will be used for marketing network construction, digital platform development, and continuous research and development in the lottery business, supporting the company's "One Network, One Platform" strategy and "1+N" industry layout [16][18] - The total investment amount for the projects is 220,638.50 million yuan, with 170,800 million yuan allocated from the raised funds [24] Market Context - The Chinese consumer market is experiencing growth, with per capita disposable income reaching 39,218 yuan in 2023, a 6.3% increase year-on-year [10] - The mobile phone market is recovering, with a projected 3.14 billion units sold in 2024, a growth of 8.7% from the previous year [11][12] Industry Trends - The lottery industry is also on the rise, with total sales expected to reach 6,234.86 billion yuan in 2024, reflecting a 7.5% year-on-year growth [13][14] - The development of digital technologies such as 5G and AI is crucial for enhancing productivity and efficiency across various sectors, including telecommunications [11][18] Regulatory Compliance - The issuance plan has been approved by multiple board meetings and requires further approval from the Shenzhen Stock Exchange and the China Securities Regulatory Commission [26][30] - The company will adhere to all legal and regulatory requirements regarding related party transactions during the issuance process [25][30]

Group 1 - The health industry is undergoing profound structural changes driven by technological breakthroughs, shifts in consumer perceptions, and policy guidance since 2025 [1] - New technologies such as artificial intelligence and the Internet of Things are reshaping the health service ecosystem, enabling real-time health data collection and breaking geographical barriers through telemedicine [2] - There is a significant increase in consumer demand for personalized services in areas like weight management, sleep improvement, and emotional regulation, reflecting a shift from disease treatment to comprehensive health management [4] Group 2 - Zhongkang Shengxing focuses on core health needs such as weight management and integrates technology applications with consumer trends [5] - The company emphasizes a customer-centric approach and aims to build a more inclusive health service ecosystem by collaborating with various stakeholders in the industry [5] - Zhongkang Shengxing seeks to deepen insights in health management scenarios and explore sustainable development paths to enhance public health quality [5]

合作伙伴征集：2025全球手术机器人大会 报名：首届全球眼科大会 | 展位有限 报名：首届全球心血管大会 | 奖项评选 报名：首届全球骨科大会 | 奖项评选 2025年3月6日， 为麦智能科技（北京）有限公司 （以下简称"为麦医疗"）宣布近日完成 近亿元 战略融 资，投资方为中红普林医疗用品股份有限公司（以下简称"中红医疗"）。融资资金将主要用于加速技术研 发、产品注册以及国内外市场的拓展。 # 公司概况 为麦智能科技（北京）有限公司（以下简称"为麦医疗"）成立于2014年，是一家专注于数字化生命体征管理 解决方案的创新型医疗企业。公司总部位于北京，下设研发中心、生产中心、营销中心和管理中心。其核心团 队成员来自中电研究所、迈瑞医疗、华为等知名企业，具备强大的技术研发和市场推广能力。 产品与技术 为麦医疗以无线可穿戴生命体征监测解决方案为核心，主要产品和技术包括： 市场与生态布局 无线体温监测系统 ：该系统集一次性智能穿戴体温电极与中央智慧护理管理系统于一体，可远程实时监 测患者体温，适用于病房和围术期场景。 多参数无线监护仪 ：采用自跳频分时无线技术，能够在复杂医疗环境中提供稳定的数据传输。 数字化平台 ： ...