Group 1: PCB Industry Developments - Recent stock performance of domestic high-end PCB manufacturers such as Shenghong Technology, Jingwang Electronics, and Shennan Circuit has been impressive, with price increases of 67.73%, 57.21%, and 39.44% respectively since June [1] - The global AI/HPC server PCB market is projected to reach $1.9 billion in 2024, with a year-on-year growth of nearly 150%, and is expected to grow to $3.17 billion by 2028, reflecting a compound annual growth rate of 32.5% from 2023 to 2028 [2] - The demand for AI servers is pushing PCB technology towards higher layer counts, with AI server PCBs typically ranging from 20 to 30 layers, compared to a maximum of 16 layers for traditional server PCBs [2] Group 2: Company Innovations and Solutions - Saiyi Information has developed an AI platform called "Shanmo GPT" tailored for the PCB industry, optimizing the entire process from order receipt to production preparation, significantly reducing parameter extraction time from 4-6 hours to a few minutes with over 95% accuracy [3] - The company has introduced various AI-native applications, such as automated MI parameter extraction and intelligent quoting, which enhance data processing accuracy and efficiency, compressing preparation time from hours to minutes [4] - Saiyi Information's solutions have been adopted by 90% of the top 10 PCB companies in China, providing strong digital and intelligent operational support [4][5] Group 3: Empowering the New Energy Sector - Since 2012, Saiyi Information has focused on smart manufacturing, helping companies in the new energy sector, particularly in solid-state battery technology, to achieve digital transformation [6] - The company has established deep partnerships with leading domestic firms, including CATL, to create a comprehensive digital solution covering the entire smart manufacturing chain [6] - Saiyi Information's lithium battery industry digital transformation solution integrates smart manufacturing, IIoT technology, big data analysis, and digital twin technology, improving production efficiency and product quality while reducing costs [7]

【导读】德固特筹划重大资产重组，明起停牌 中国基金报记者 安曼 又一家准IPO企业选择了并购重组！ 6月29日晚间，德固特公告称，公司拟通过发行股份及支付现金方式购买浩鲸科技控制权，并同步募集配套资金。 阿里是第一大股东 根据《上市公司重大资产重组管理办法》等相关规定，经初步测算，本次交易预计构成重大资产重组，不构成重组上市。 浩鲸科技前身中兴软创成立于2003年，此前一直是中兴通讯旗下控股子公司，其主营业务是电信支撑业务。 鉴于本次交易尚处于筹划阶段，存在不确定性，为保证公平信息披露，维护投资者利益，避免对公司证券交易造成重大影响，根据深圳证 券交易所的相关规定，经公司申请，公司股票自2025年6月30日开市起停牌。 记者注意到， 浩鲸科技（前身 为 中兴软创）脱胎于中兴通讯，自2017年新三板退市后，随即被阿里收购，在2018年更名为浩鲸云计算科 技股份有限公司（以下简称浩鲸科技）。 2023年7月4日，浩鲸科技启动上市辅导，并在江苏证监局备案，辅导机构为中信建投，不过一直未有新的进展，直至此次公告披露。 2016年8月中兴软创在新三板挂牌。仅仅一年后，中兴软创就公告摘牌。终止挂牌后，阿里随即入主。 20 ...

九河云以"技术+生态"双轮驱动，为制造业提供全周期数字化转型解决方案。联合华为及国产ISV厂商， 为企业精准匹配CAD/CAE/EDA等国产工业软件替代方案，实现智能设计、生产流程优化及管理系统升 级，推动制造业高质量发展。 此外，中小制造企业还可以借助行业内成熟的数字化解决方案，避免重复开发带来的高额成本。许多软 件服务商针对中小企业特点，推出了标准化、模块化的产品，企业可根据自身需求灵活选择、组合。通 过接入工业互联网平台，企业能够获取丰富的行业资源和数据，与上下游企业实现协同生产，降低采购 和销售成本，拓展市场渠道。 数字化转型不仅能提升企业当下的生产效率和管理水平，更能为企业的长远发展奠定基础。通过积累数 据资产，企业可以分析市场趋势、客户需求，为产品研发和创新提供有力支持。小投入的数字化转型举 措，能够让中小制造企业以更低的成本、更快的速度适应市场变化，增强企业竞争力。 中小制造企业数字化转型并非遥不可及。只要找准切入点，采用合适的技术和方案，以小投入开启转型 之旅，就能在数字化浪潮中实现大回报，走出一条属于自己的高质量发展之路。 在数字经济蓬勃发展的今天，数字化转型已成为制造业发展的必然趋势。然而 ...