难敌电网压价！ 作者 | 贝壳XY 编辑 | 小白 一场突如其来的猛烈暴风雨袭击了山区，导致通往110千伏输电线路的巡检道路严重受损，巡检车辆 寸步难行，人员更是难以靠近——这要搁在以前，数小时的焦心等待在所难免，毕竟随时都有大规模 断电的风险。 但现在，局面完全不同！只见监控大厅里，电网小哥指尖轻点鼠标，指令瞬间穿越风雨，直达数十米 高的输电杆塔。塔上，一个个忠诚的"电子哨兵"——输电线路可视化智能巡视终端闻令而动。 它们火速转动高清摄像头，精准扫描河道边、易滑坡山坡等危险区域，图像、环境数据瞬间回传，维 修工单"唰"地生成！小哥据此立刻锁定险情，指挥抢修力量直扑目标，将潜在的停电事故扼杀在萌 芽。 信通电子，就如同它的名字一样，最早从通信业务起家，主营通信综合运维智能终端、通信装维工 具、身份证识别器等，在业务办理、用户宽带等领域都有涉及。 整个巡检任务，就这样被这些部署广泛的"电子哨兵"高效、安全地扛了下来，将停电风险降至最低。 支撑这场科技巡检的，是一家成立近三十年的"电力设备老炮儿"——信通电子（001388.SZ）。如今 这位"老炮儿"终于叩响了深交所主板的大门，于7月1日成功上市，发行价16.4 ...

□ 本报记者 李凯 通讯员 陆横轩 因为辖区有全国最大的代糖生产基地——"隐形冠军"先卓食品，六合横梁被称为"南京最甜街道"。在横 梁，像这样的"小而美"企业扎堆已成一种现象：缺少名企、巨头的聚光灯，却有着难以比拟的灵活性； 规模可能不足够大，差异化竞争力却足够强。 今年以来，横梁街道启动实施"十亿级产业集群"培育行动，通过龙头引领、链式招商、转型升级、生态 赋能等实招，逐年逐级助推"产业强街"再上台阶，力求三年内推动智能制造产业集群年产值超30亿元、 食品大健康产业集群年产值突破10亿元。 街镇企业如何扎根壮大、做优做精？记者在横梁看到了新思路、新实践和新打法。 制造立街，"宁扬门户"一片火热 "近三年年均增长超30%，发货仓、办公场地严重不够用。"横梁街道王子庙工业园，南京绿沃包装材料 有限公司的新工厂建设现场一片繁忙。作为南京市"瞪羚企业"，公司主营可降解食品包装材料生产，去 年营收近1亿元。董事长王冲告诉记者，电商购物高速发展为公司带来强劲风口，尤其是最近外卖市场 火爆，工厂机器产能全开，订单多到来不及生产。 "有了3万多平方米的新厂房，明年营收预计能上个大台阶。"王冲说，"横梁产业底子好，制造业有集 ...

7月18日，九州一轨今日收盘11.26元，上涨1.17%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到143.28倍，创361天以来新低，总市值16.92亿元。 最新一期业绩显示，2025年一季报，公司实现营业收入2605.84万元，同比-44.47%；净利润-6024851.04 元，同比9.86%，销售毛利率15.59%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13九州一轨143.28151.751.3416.92亿行业平均 55.0859.664.8557.58亿行业中值30.7531.931.9537.27亿1城发环境7.567.891.0390.02亿2创业环保 11.6311.670.9594.23亿3伟明环保11.9912.002.33324.55亿4三峰环境12.0512.251.23143.12亿5瀚蓝环境 12.3512.641.52210.28亿6旺能环境12.9313.371.1274.99亿7玉禾田13.0913.401.8077.09亿8节能国祯 13.7513.471.0949.38亿9富春环保14.6119.261.1146.45亿10三达膜14 ...

智能制造、新材料、新能源、新一代信息技术、机器人、生物医药与健康、人工智能等领域的78个项 目，历经层层选拔，17日聚首广州，在第九届"创客广东"广州市中小企业创新创业大赛(下称"大赛")决 赛的舞台上演巅峰对决。 据介绍，"创客广东"广州市中小企业创新创业大赛已连续举办三年。本届大赛在广东省工业和信息化厅 指导下，由广州市工业和信息化局主办，西电广研院承办。该平台旨在挖掘创新型中小企业的潜力，加 速形成中小企业梯度培育体系，推动大企业带动中小企业共同发展。 大赛自5月底启动以来，共有来自企业、高校、科研院所的255个优质项目报名，经过严格筛选，最终有 78个项目脱颖而出，进入决赛。根据决赛排名，此次赛事分别设置一、二、三等奖；共16个奖项，奖金 总额22万元。 同时，在政策扶持方面，对全省50强项目落地广东(深圳除外)，并在获奖之日起1年内成功获得股权融 资支持的项目给予最高100万元奖励；对全省100强项目提供落地对接与培训服务；入围全省复赛的符合 条件的参赛者，将优先推荐参与省级财政资金申请和相关资质认定。 决赛现场，众多"黑科技"纷纷亮相。其中，"高速显微 AOI视觉缺陷检测平台"项目提供"AI算法+ ...

作，建立了气象灾害预警联动机制，提前获取高温、暴雨、雷电等恶劣天气信息，提前做好 防范措施，保障电网在极端天气下的可靠运行。 迎峰度夏以来，国网张掖供电公司已开展远程智能巡检400余次。今后，该公司将积极 探索运维管理新模式，不断提升运维精益化及数字化管理水平，进一步探索智能巡检设备应 用场景，全力保障迎峰度夏期间电网可靠运行，为服务地方经济发展做出积极贡献。 【责任编辑：刘澄谚 】 "以往人工巡视平均每天每站需2人协同，耗时4小时以上才能完成，该系统的应用使综 合巡检效率提升了60%，缺陷识别率超95%，为今后全站例行巡视100%机器代人打下了扎实 基础。"该公司变电运检中心张掖集控站副站长何伟说道："现在有了智能巡检机器人，可以 24小时不间断工作，按照设定的程序对设备进行精细化巡检，极大提高了巡检效率和质 量。" 该公司"战高温、斗酷暑"提前部署、科学施策，组建青年突击队，应用"人机协同"巡视 作业模式，对所在辖区内的关键输电线路、变电站、配电设施开展细致检查。采用"无人机 +智能巡检+现场"的三位一体数智化立体巡检模式，实现对设备全方位、多角度巡视，实时 掌握设备运行状态，确保及时发现并处理潜在安全隐 ...

Group 1: Green Transition in China - Since the "14th Five-Year Plan," China's green low-carbon transition has accelerated, becoming one of the fastest countries in reducing energy intensity globally [1] - By 2024, China's energy consumption per unit of GDP is expected to decrease by 11.6% compared to the end of the "13th Five-Year Plan," with major resource output rates improving by approximately 12% [1] - The country has incinerated 268 million tons of household waste, marking an 83.6% increase since the end of the "13th Five-Year Plan" [1] Group 2: Waste-to-Energy Initiatives - The China Energy Conservation Group's Hefei Environmental Company processes 2,000 tons of household waste daily, reducing CO2 emissions by about 260,000 tons annually, equivalent to saving 96,000 tons of standard coal [3] - The company has cumulatively processed over 4.1 million tons of waste by May 2025, generating 1.34 billion kWh of electricity, addressing the "garbage siege" issue in Hefei [3] Group 3: Innovative Wastewater Treatment - The Hu Daying sewage treatment plant in Hefei has a daily processing capacity of 100,000 tons, utilizing a fully underground design that saves approximately 67% of land resources [6] - The Hefei Xiaocangfang water treatment plant employs an AI water management system that enhances operational efficiency and emergency response capabilities [6][7] Group 4: Technological Advancements in Solar Energy - The China Energy Conservation Solar Company focuses on technological innovation to drive industry transformation, implementing advanced production processes and self-research initiatives [8] - The company has introduced a cutting-edge cutting process that saves 1.018 million kWh of electricity annually, reducing CO2 emissions by 580 tons [8] - By upgrading equipment, the company saves 5.146 million kWh of electricity each year, equivalent to a reduction of 2,935 tons of CO2 emissions [9] Group 5: Integration of Renewable Energy - The company has developed a distributed microgrid system with a capacity of approximately 11.7 MW, generating about 12.546 million kWh of green electricity annually, saving 1,541.9 tons of standard coal [9] - The "5G + photovoltaic intelligent manufacturing collaborative innovation cloud platform" connects 144 power stations and monitors over 156.8 million key indicators, showcasing significant energy efficiency and carbon reduction capabilities [11]

Core Viewpoint - Hangcha Group is accelerating its layout in the smart logistics and robotics sector through the acquisition of a 99.23% stake in Guozi Robotics, enhancing its capabilities in intelligent logistics solutions [1][2][3]. Group 1: Acquisition Details - Hangcha Group's subsidiary, Hangcha Intelligent, plans to acquire the majority stake in Guozi Robotics from related parties, marking a significant step in the company's strategic expansion [1]. - The acquisition involves an increase in registered capital from 50 million to approximately 91.47 million yuan, with Hangcha Group holding 44.28% of Hangcha Intelligent post-transaction [4]. - The transaction does not involve cash expenditure, ensuring no direct impact on operating cash flow and alleviating financial pressure on the company [4]. Group 2: Industry Context - The forklift industry is rapidly transitioning towards smart logistics and robotics, with Hangcha Group leveraging its strong manufacturing capabilities and supply chain to establish a solid foundation in intelligent logistics [2]. - Hangcha Group has developed three major business segments in intelligent logistics, with a projected contract amount exceeding 1 billion yuan in 2024 [2]. Group 3: Future Prospects - The acquisition is expected to enhance the company's product development capabilities and facilitate the transition from traditional forklifts to intelligent solutions, positioning Hangcha Group for future growth [3]. - Guozi Robotics, recognized as a leading mobile robotics company, has a robust product line and a strong commitment to future profitability, with projected net profits showing a compound annual growth rate of 85.2% from 2025 to 2027 [5].

Group 1 - The graduation ceremony at Hangzhou Advanced Research Institute (杭高院) on July 8 marked the highest number of academicians present, with seven Chinese Academy of Sciences academicians attending to confer degrees to graduates [1] - A total of 532 students graduated this year, marking the first time the number of graduates has exceeded 500 since the institute's establishment [1] - Over the past three years, students at杭高院 have achieved significant milestones, including the application of an "intelligent inspection robot" in coal mining and winning awards in national algorithm competitions [1] Group 2 - Graduates like Jiang Chen from the Intelligent Science and Technology Institute are committed to contributing to the innovation and development of artificial intelligence in China [2] - Many graduates have chosen to remain in Hangzhou to engage in research, grassroots work, and entrepreneurial innovation, thereby contributing to the economic and social development of the region [2]

Investment Rating - The investment rating for the company is "Accumulate" [1] Core Views - The report highlights that the company plans to acquire Guozhi Robotics through its subsidiary, enhancing its smart logistics business layout. The future development of unmanned forklifts and embodied intelligent robots is viewed positively [4][12] - The acquisition is expected to strengthen the company's overall solution capabilities in smart logistics and expand market channels, with a commitment to achieve net profits of 12.92 million, 26.01 million, and 48.15 million yuan for 2025, 2026, and 2027 respectively [12] Financial Summary - Total revenue is projected to grow from 16,299 million yuan in 2023 to 23,271 million yuan in 2027, reflecting a compound annual growth rate (CAGR) of approximately 12.4% [6] - Net profit attributable to the parent company is expected to increase from 1,716 million yuan in 2023 to 2,958 million yuan in 2027, with a significant growth rate of 73.8% in 2023 [6] - Earnings per share (EPS) is forecasted to rise from 1.31 yuan in 2023 to 2.26 yuan in 2027 [6] Market Data - The current stock price is 21.59 yuan, with a target price set at 25.64 yuan, indicating potential upside [3][12] - The company has a total market capitalization of 28,279 million yuan and a price-to-earnings (P/E) ratio of 16.48 based on the current price [7][12] Valuation Metrics - The report maintains a 15 times P/E valuation for 2025, based on industry average P/E of 13.69 [12] - The company’s return on equity (ROE) is projected to remain stable at around 19.2% from 2025 to 2027 [6][13]

Financing Overview - A total of 12 financing events occurred in the technology sector from June 28 to July 4, 2025, with 9 in the domestic market and 3 internationally[9] - The leading sectors for domestic financing were advanced manufacturing (6 events), artificial intelligence (2 events), and enterprise services (1 event)[9] IPO Submissions - Several companies submitted IPO applications on the Hong Kong Stock Exchange, including: - EVE Energy, aiming for a listing on the main board[17] - MagiTech, also targeting the main board[19] - ChipMinds Semiconductor, with plans for the main board[22] - Wingfei Intelligent, seeking a main board listing[26] - Ruiwei Technology, applying for the main board[29] Market Performance - Major indices showed positive performance: - Shanghai Composite Index rose by 1.40% to 3472 points - Shenzhen Component Index increased by 1.25% to 10509 points - ChiNext Index gained 1.50% to 2156 points[33] - The semiconductor index and artificial intelligence index experienced declines of 0.89% and 1.68%, respectively[33] Trading Metrics - High turnover rates were noted in the semiconductor (13.0%) and automotive electronics (9.6%) indices, outperforming the Wind All A Index by 4.9% and 1.5% respectively[34] - Price-to-earnings (PE) ratios for the semiconductor index were 112.2, while automotive electronics and AI indices were 35.3 and 61.2, respectively[38] Financial Highlights of Listed Companies - Xintong Electronics reported revenues of 782 million, 931 million, and 1.005 billion CNY for 2022, 2023, and 2024, respectively, with net profits of 117 million, 124 million, and 143 million CNY[13] - EVE Energy's projected revenues for 2022, 2023, and 2024 are 36.304 billion, 48.784 billion, and 48.615 billion CNY, with net profits of 3.672 billion, 4.520 billion, and 4.221 billion CNY[18] - MagiTech expects revenues of 388 million, 1.513 billion, and 1.420 billion CNY for the same period, with net losses decreasing from 423 million to 291 million CNY[21] Risk Factors - Market competition risk exists due to rapid growth in key sectors like semiconductors and AI, potentially intensifying competition[42] - Risks related to technological advancements not meeting expectations could hinder sector growth[42] - Market demand growth may fall short of expectations, impacting overall sector development[46]