分红方面，利和兴A股上市后累计派现2727.00万元。近三年，累计派现1168.72万元。 融券方面，利和兴10月9日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元；融 券余量0.00股，融券余额0.00元，超过近一年80%分位水平，处于高位。 资料显示，深圳市利和兴股份有限公司位于广东省深圳市龙华区民塘路385号汇德大厦1号写字楼21层， 成立日期2006年1月9日，上市日期2021年6月29日，公司主营业务涉及自动化、智能化设备的研发、生 产和销售。主营业务收入构成为：智能制造设备43.58%，电子元器件31.43%，专用配件23.82%，其他 (补充)1.16%。 截至6月30日，利和兴股东户数1.71万，较上期减少9.77%；人均流通股11040股，较上期增加10.82%。 2025年1月-6月，利和兴实现营业收入1.87亿元，同比减少30.78%；归母净利润-3793.55万元，同比减少 382.13%。 10月9日，利和兴跌2.82%，成交额15.67亿元。两融数据显示，当日利和兴获融资买入额1.74亿元，融 资偿还1.40亿元，融资净买入3423.97万元。截至10 ...

新国都公告，公司全资子公司东莞市新国都科技参与东莞市滨海湾新区交椅湾板块华海路西北侧国有建 设用地使用权的竞拍，并以人民币2999万元竞拍成功。该土地面积为19909.87平方米，使用权出让年限 为50年。此次购买土地使用权将用于建设智能制造与人工智能总部基地，旨在推进智能化制造设备部署 及落地服务于公司整体的算力基础设施，符合公司中长期规划和战略，有利于提高公司的整体研发及智 能制造水平，推动生产从传统制造模式向智能化、自动化方向转型升级，增强产品市场竞争力。 ...

从利和兴十大流通股东角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，鹏华基金旗下1只基金位居利和兴十大流通股东。鹏华碳中和主题混合A（016530）二季度 减持231.73万股，持有股数266.62万股，占流通股的比例为1.41%。根据测算，今日浮盈赚取约381.27万 元。 责任编辑：小浪快报 鹏华碳中和主题混合A（016530）成立日期2023年5月5日，最新规模20.8亿。今年以来收益111.72%，同 类排名42/8171；近一年收益224.38%，同类排名10/8004；成立以来收益110.07%。 9月26日，利和兴涨5.36%，截至发稿，报28.13元/股，成交8.61亿元，换手率16.83%，总市值65.75亿 元。 鹏华碳中和主题混合A（016530）基金经理为闫思倩。 资料显示，深圳市利和兴股份有限公司位于广东省深圳市龙华区民塘路385号汇德大厦1号写字楼21层， 成立日期2006年1月9日，上市日期2021年6月29日，公司主营业务涉 ...

9月25日，利和兴跌5.02%，截至发稿，报26.86元/股，成交10.24亿元，换手率19.69%，总市值62.78亿 元。 资料显示，深圳市利和兴股份有限公司位于广东省深圳市龙华区民塘路385号汇德大厦1号写字楼21层， 成立日期2006年1月9日，上市日期2021年6月29日，公司主营业务涉及自动化、智能化设备的研发、生 产和销售。主营业务收入构成为：智能制造设备43.58%，电子元器件31.43%，专用配件23.82%，其他 (补充)1.16%。 鹏华碳中和主题混合A（016530）成立日期2023年5月5日，最新规模20.8亿。今年以来收益112.81%， 同类排名33/8173；近一年收益224.75%，同类排名10/8003；成立以来收益111.15%。 鹏华碳中和主题混合A（016530）基金经理为闫思倩。 截至发稿，闫思倩累计任职时间7年346天，现任基金资产总规模161.36亿元，任职期间最佳基金回报 306.25%， 任职期间最差基金回报15.1%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形 ...

9月23日，利和兴跌5.15%，截至发稿，报28.93元/股，成交7.37亿元，换手率13.11%，总市值67.62亿 元。 资料显示，深圳市利和兴股份有限公司位于广东省深圳市龙华区民塘路385号汇德大厦1号写字楼21层， 成立日期2006年1月9日，上市日期2021年6月29日，公司主营业务涉及自动化、智能化设备的研发、生 产和销售。主营业务收入构成为：智能制造设备43.58%，电子元器件31.43%，专用配件23.82%，其他 (补充)1.16%。 从利和兴十大流通股东角度 截至发稿，闫思倩累计任职时间7年344天，现任基金资产总规模161.36亿元，任职期间最佳基金回报 306.25%， 任职期间最差基金回报13.15%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，鹏华基金旗下1只基金位居利和兴十大流通股东。鹏华碳中和主题混合A（016530）二季度 减持231.73万股，持有股数266.62万股，占流通股的比例为1.41%。根据测算，今日浮亏损失约 ...

9月15日，第十九届榆林国际煤博会、第三届西部氢能博览会召开成果发布会。 本次博览会引资规模进一步提升。据统计，各类大型矿山机械和智能制造设备的现场采购交易额达11.5亿 元，煤炭购销预计销售金额276.5亿元，引资额达301.55亿元。 本次博览会规模持续扩大，展览面积达9万平方米，设立高端能化企业、区域协同发展、智能数字、氢能 全产业链、绿色低碳国际、先进能化装备六大展区，通过AI智能展示、智能制造、金融服务、产学研融合 等创新形式，深度挖掘高校、科研机构与企业的合作潜力。 首次设立金融服务板块，长安银行、榆林农商银行等9家金融机构参展。西安交通大学、中国矿业大学等6 家高校院所也集中展示了能源化工及新能源领域的应用与技术。韩国馆、印尼馆等国际展馆继续设立，吸 引力持续攀升，共吸引907家企业参展。展商数量与质量实现双重突破，国际化水平进一步提升。 博览会聚焦顶尖智力资源，邀请6名院士出席，围绕"高碳能源、低碳利用"、氢能源绿色低碳可持续发 展、高质量新型储能等关键主题作专题报告，为榆林能源经济发展提供前沿、权威的智力支持，为行业未 来发展带来前瞻视角。 与此同时，博览会上成功发布《碳中和目标下的煤化工新 ...

Core Viewpoint - Beijing JingPinTeZhuang Science and Technology Co., Ltd. reported significant growth in revenue for the first half of 2025, with a 112.60% increase compared to the same period last year, driven by increased product deliveries and improved operational efficiency [2][9]. Company Overview - The company specializes in the defense and military industry, focusing on special robots, intelligent sensing devices, simulation training, and intelligent manufacturing [3][6]. - The company is recognized as a national high-tech enterprise and a "little giant" enterprise, indicating its strong position in the industry [20]. Financial Performance - Revenue for the first half of 2025 reached approximately 76.65 million yuan, up from 36.06 million yuan in the same period last year [2][9]. - The total profit for the period was a loss of approximately 11.80 million yuan, an improvement from a loss of 22.27 million yuan in the previous year [2][9]. - The net profit attributable to shareholders was a loss of about 7.55 million yuan, significantly narrowing from a loss of 19.77 million yuan in the previous year [2][9]. Industry Trends - The special robot sector is experiencing rapid development, with applications in military, rescue, and security fields, driven by advancements in AI and automation technologies [3][6]. - Intelligent sensing technology is evolving towards comprehensive perception, integrating various sensor data to enhance situational awareness in both military and civilian applications [4][6]. - The simulation and training sector is leveraging virtual reality and AI technologies to create immersive training environments, enhancing training effectiveness across various industries [5][6]. Business Development - The company is actively expanding its product lines in special robots and intelligent sensing devices, aiming to enhance market share and meet diverse customer needs [6][9]. - Ongoing projects include the construction of a special robot production line and an intelligent equipment industrial base in Beijing, indicating a commitment to scaling operations [9][10]. Research and Development - R&D investment for the first half of 2025 was approximately 24.95 million yuan, reflecting a 2.12% increase from the previous year [11][12]. - The company has developed a robust core technology system encompassing multi-sensor fusion, high-precision optical systems, and advanced robotic technologies, supporting its competitive edge in the market [20][21]. Market Strategy - The company is enhancing its market presence through systematic and precise strategies, focusing on customer needs and expanding into international markets [10][19]. - A talent development strategy is in place to build a skilled workforce, ensuring the company can meet its strategic goals effectively [19].

Core Viewpoint - New Yi Chang (688383.SH) reported a significant decline in revenue and net profit for the first half of 2025, indicating ongoing performance pressure since 2022 [1][2]. Financial Performance - In the first half of 2025, the company achieved revenue of 402 million yuan, a year-on-year decrease of 28.30%. The net profit attributable to shareholders was 2.6157 million yuan, down 96.05%, with basic earnings per share at 0.03 yuan, a decline of 95.38% [2]. - The operating cash flow also fell to 7.5802 million yuan, a decrease of 95.10% year-on-year [2]. - The company's revenue has been under pressure for three consecutive years, with 2024 revenue at 1.034 billion yuan, down 10.22% from 2023 [6]. Business Challenges - The decline in performance is attributed to the impact of international trade policies on downstream customers' international business layouts and equipment investment willingness, leading to reduced orders for intelligent equipment [2]. - The company faces liquidity risks due to high accounts receivable, which amounted to 491 million yuan, accounting for 16.79% of total assets, and high inventory levels of 835 million yuan, representing 42.47% of current assets [3]. Strategic Initiatives - In response to ongoing challenges, the company is actively pursuing an industrial upgrade strategy, focusing on optimizing traditional LED production capacity and concentrating resources on core areas such as semiconductors and new display packaging technologies [2][7]. - The establishment of a robotics subsidiary in 2025 aims to leverage the company's manufacturing capabilities and software control algorithms, enhancing its competitive advantage in the robotics sector [8]. Market Position - Despite the current performance pressures, the company maintains its industry position and market share, with a focus on strategic transformation and product margin optimization in the semiconductor and new display sectors [7][8].

深圳新益昌科技股份有限公司 关于公司 2025 年度提质增效重回报专项行动方案的 半年度评估报告 为贯彻落实上海证券交易所提出的科创板上市公司"提质增效重回报"专项 行动的倡议，持续提升公司质量和投资价值，共同促进资本市场平稳健康发展， 维护深圳新益昌科技股份有限公司（以下简称"公司"）全体股东利益，公司特 制定 2025 年度"提质增效重回报"行动方案（以下简称"行动方案"），具体 内容请详见公司 2025 年 4 月 29 日于上海证券交易所网站披露的《深圳新益昌科 技股份有限公司关于 2025 年度"提质增效重回报"行动方案的公告》（公告编 号：2025-017）。 一、聚焦主业提质增效，募投项目稳中求进 报告期内，公司进一步战略优化产品结构，在坚守传统 LED 核心客户群体 紧密合作的基础上，专注新型显示和半导体封装领域，不断推陈出新，持续为合 作伙伴们提供高附加值的智能制造设备，同时也在海外市场收获颇丰，得到了许 多新的全球优质战略伙伴的认可。 力推进新益昌高端智能装备制造基地项目，该项目投入进度为 79.07%，将在披 露的期限届满前达到预定可使用状态。 二、发展新质生产力，持续高质量发展 报告期 ...

Group 1 - The People's Bank of China and seven ministries issued guidelines to support the new industrialization, aiming for a mature financial system for high-end, intelligent, and green development of manufacturing by 2027 [1] - The policy emphasizes increased support for medium- and long-term loans and credit loans to the manufacturing sector, with banks required to establish separate credit plans for manufacturing [1] - The government is accelerating the digital transformation of manufacturing and supporting the upgrade of traditional manufacturing to high-end, intelligent, and green development [1] Group 2 - High-end equipment manufacturing will benefit from industrial upgrades and technological innovation support policies, particularly in areas like industrial mother machines, precision instruments, and intelligent manufacturing equipment [2] - The new energy sector, including electric vehicles, photovoltaics, and wind power, will receive green credit and bond support under the low-carbon transition policy [2] - The integrated circuit sector, as a key technology area, will enjoy medium- and long-term financing support for chip design, manufacturing, and testing [2] Group 3 - Sany Heavy Industry (600031) is positioned as a leader in engineering machinery, benefiting from intelligent manufacturing transformation and upgrades [2] - Zhongwei Company (688012), a leading semiconductor equipment enterprise, will benefit from financial support policies in the integrated circuit industry chain [3] - CATL (300750), a leader in new energy batteries, will see capacity expansion supported by green finance policies [4] - Xiaomi Group (01810), representing the smart manufacturing and consumer electronics sector, will benefit from policies promoting digital transformation in the industry [5]