证券代码：301360 证券简称：荣旗科技 荣旗工业科技（苏州）股份有限公司 投资者关系活动记录表 编号：2026-001 同时，公司及四川力能也会高度关注固态电池技术路线的发 展变化，确保技术与市场同步迭代。 问题 4、四川力能应用在固态电池上的是什么设备？具体用 在哪些环节？ 答：应用于固态电池的设备是温等静压机，覆盖生产制程与 化成分容两个关键环节。固态电池生产过程中，固态电解质需要 与电极形成良好的固-固接触界面，需要施加均匀高压；化成分 容阶段也需要施加一定的压力。 问题 5、四川力能的等静压设备目前在国内的竞争优势如 何？ 答：四川力能凭借长期研发积累形成系统化技术优势，掌握 超高压（最高可达 1200Mpa）温等静压核心技术，设备关键参数 完全满足固态电池生产需求，且设备可持续更新优化，已向多家 | | 固态电池头部客户交付设备并验收，在行业内具备明显的先发优 | | --- | --- | | | 势。 | | | 问题 6、请问公司 2026 年业绩增长点？ | | | 答：消费电子领域来看，2025 年公司加大了在智能眼镜组 | | | 装环节的设备布局，应用于 Meta 智能眼镜的精密组 ...

本报讯(记者吴文婧)近日，上交所官网显示，杭州沃镭智能科技股份有限公司(以下简称"沃镭智能")科 创板IPO申请获正式受理。 为进一步抢抓发展先机，沃镭智能持续加大研发投入力度，2022年至2024年及2025年上半年，沃镭智能 研发费用分别为3864.67万元、5495.92万元、6322.87万元和3661.33万元，占营业收入的比例分别为 14.72%、14.60%、8.61%和13.70%。 截至报告期末，沃镭智能拥有专利194项，其中发明专利114项，另外拥有软件著作权84项、商标5项， 并牵头或参与制定16项国家标准、12项团体标准，研发成果位居行业前列。公司在汽车电子智能检测、 功率半导体自动化测试等细分方向形成了较为系统的技术积累。研发团队参与多项国家及省市级科研项 目，部分产品入选工业和信息化部及地方主管部门发布的相关创新产品目录，并已实现工程化应用。 依托持续的技术积累与项目交付经验，沃镭智能逐步参与整车厂及Tier1供应商相关项目，在汽车电子 高端检测与制造环节建立了稳定的业务合作关系，在系统集成能力、项目响应效率及本土化服务等方面 具备优势。顺应国家推进智能制造和新型工业化的发展方向， ...

Group 1: Company Overview - Xian New Tong Pharmaceutical Research Co., Ltd. focuses on drug development for major liver diseases, including hepatitis B and liver cancer, with 8 core products in its pipeline [1] - Renben Co., Ltd. is the largest comprehensive bearing manufacturing group in China, with over 50,000 product specifications and a presence in over 70 countries [2] - Wolai Intelligent Technology Co., Ltd. specializes in smart manufacturing solutions for emerging industries, particularly in the automotive and semiconductor sectors [2] - Gaokai Technology is engaged in precision fluid control, with products used in semiconductor and consumer electronics industries [3] - Deep Blue Ocean Technology Co., Ltd. develops underwater robotics and solutions for various marine applications, holding 15 core technologies in the field [3] - Tongxin Medical Technology Co., Ltd. is an innovative medical device company focused on advanced heart failure treatments, with its first product approved in China and others in clinical trials [4] Group 2: Product Development and Market Position - New Tong Pharmaceutical has developed a first-class innovative drug, with one product already on the market and others in various clinical trial stages [1] - Renben has maintained the top position in domestic bearing production and sales for 12 consecutive years, nearing the capabilities of the top eight global competitors [2] - Wolai is recognized as a national key "little giant" enterprise, providing comprehensive smart manufacturing solutions [2] - Gaokai's product range includes flow control and precision dispensing systems, catering to the needs of intelligent manufacturing [3] - Deep Blue has established itself as a pioneer in the underwater robotics sector, with a complete product line and significant R&D investment [3] - Tongxin's CH-VAD system is the first fully magnetic levitation left ventricular assist device approved in China, with further innovations in the pipeline [4]

瑞财经 吴文婷12月29日，杭州沃镭智能科技股份有限公司（以下简称"沃镭智能"）科创板IPO获受理。 本次IPO的保荐机构为中信建投证券股份有限公司，保荐代表人为魏尚骅、张兴华，会计师事务所为中审众环会计师事务所（特殊普通合伙），律师事 务所为上海市锦天城律师事务所。 沃镭智能主要从事智能检测装备、智能制造生产线的研发、生产、销售和服务，为新能源汽车、功率半导体等新兴产业提供智能制造整体解决方案，是 该领域的国家重点"小巨人"企业。 | 项目 | 2025 年 1-6 | 2024 年度/ | 2023 年度/ | 2022 年度/ | | --- | --- | --- | --- | --- | | | 月/6 月末 | 末 | 末 | 末 | | 资产总额(万元) | 185,723.15 | 156,259.90 | 119,846.02 | 105,532.05 | | 归属于母公司所有者权益(万元) | 66,574.55 | 51,859.85 | 43,148.93 | 39,403.66 | | 资产负债率(母公司)(%) | 65.13 | 67.76 | 64.63 | 63.14 | ...

| 财务指标/时间 | 2024年 | 2023年 | 2022年 | | --- | --- | --- | --- | | 营业收入（万元） | 73421.04 | 37654.10 | 26246.64 | | 归属母公司股东的净利润（万元） | 8491.74 | 3482.26 | 2679.92 | | 扣除非经常损益后归属母公司所有者净利润（万元） | 7959.28 | 2863.42 | 2238.72 | | 基本每股收益（元） | 0.5800 | 0.2400 | 0.2100 | | 稀释每股收益（元） | 0.5800 | 0.2400 | 0.2100 | | 加权平均净资产收益率（%） | 17.92 | 8.46 | 14.74 | | 经营活动产生的现金流量净额（万元） | -4714.68 | -2029.49 | -6625.77 | | 研发投入（万元） | | | | 12月29日上交所新增受理杭州沃镭智能科技股份有限公司（简称沃镭智能）科创板上市申请。公司拟募 集资金10.04亿元。 研发投入占营业收入比例（%） 沃镭智能成立于2008年6月，公司主要从事智能检 ...

Core Viewpoint - The release of the "Encouragement Directory for Foreign Investment Industries (2025 Edition)" aims to attract and utilize foreign investment more effectively, focusing on advanced manufacturing, modern services, high-tech, and energy-saving sectors, particularly in the central and western regions and Northeast China [1][2]. Group 1: Changes in the Encouragement Directory - The 2025 edition of the Encouragement Directory includes a total of 1,679 entries, an increase of 205 entries and modifications to 303 entries compared to the 2022 edition [1]. - The national directory consists of 619 entries, with 100 new additions and 131 modifications, while the regional directory for central and western areas includes 1,060 entries, with 105 new additions and 172 modifications [1]. Group 2: Focus Areas for Foreign Investment - The new directory emphasizes three main areas for foreign investment: advanced manufacturing, modern services, and investment in the central and western regions, Northeast China, and Hainan Province [2]. - New entries in the manufacturing sector include cutting-edge fields such as nucleic acid drug development, zero-magnetic medical equipment, intelligent detection equipment, underwater robotics, and key components for robots [2]. Group 3: Service Sector Development - The directory highlights the development of productive service industries, adding new categories such as new materials technology platforms, modern high-end shipping services, and virtual power plant operations, while also supporting service consumption in areas like pet services, sports tourism, and internet-based healthcare [2][3]. Group 4: Regional Coordination and Development - The directory aims to promote regional coordinated development by expanding the encouragement scope based on local resources and industry characteristics, with new entries for various provinces, including cruise tourism in Liaoning and ice and snow equipment in Heilongjiang [3]. - Measures to attract foreign investment in the central and western regions include prioritizing land supply for industrial projects and offering tax incentives, which are expected to enhance local economic growth and strengthen the resilience of China's industrial supply chain [3]. Group 5: Implementation and Environment - The National Development and Reform Commission will work with relevant departments to ensure the effective implementation of the policy measures and create a market-oriented, law-based, and international business environment for foreign investors [4].

同样于17日启幕的智能制造及检测装备展上，展示专区主要设置有智能检测装备专区、智能机器人专区、智能传感器专区、装备智能升级专区、智能制造系 统协同专区、重庆专区等，集中展示智能制造、智能检测装备、工业互联网、机器人、工业软件、工业CT及无损检测、高端仪器仪表国产替代装备等领域 的最新技术成果。 展会打造了一个集展示、对接、交流、合作为一体的高端产业平台。约4500平米的展区内，包括中车青岛四方机车车辆股份有限公司、广船国际有限公司、 汉威科技集团股份有限公司等在内的百余家企业、院所带来了其重点优势产品，参展观众得以近距离感受智能制造的前沿技术，并进行细致交流。 观众参观智能制造及检测装备展 新华财经北京12月17日电（丁正威）12月17日，第二届制造业智能化解决方案创新大赛总决赛、智能制造及检测装备展在重庆永川正式拉开序幕。本次系列 活动以"一赛一展"为核心，同期举行2025年智能检测装备产业发展联盟年会等行业会议，助力全面提升制造业智能化改造和产业数字化升级。 当前，全球制造业正经历深刻变革，智能化已成为推动产业升级、提升核心竞争力的关键驱动力。我国制造业规模庞大、体系完整，加快推进智能化转型， 是顺应时代 ...

Core Insights - The event on December 8 in Guangdong Province marked the signing, commencement, and completion of 212 key projects with a total investment of 72.576 billion yuan, covering various advanced industries and infrastructure [1] Group 1: Project Developments - A total of 50 key projects were signed with an investment of 25.372 billion yuan, 90 projects commenced with an investment of 25.896 billion yuan, and 72 projects were completed with an investment of 21.308 billion yuan [1] - The projects span multiple cutting-edge sectors including new energy vehicles, new energy storage, high-end equipment manufacturing, and new materials [1] Group 2: Policy Support - A series of enterprise-friendly policies were announced, including the "Park Loan" financing service that has helped over 50 enterprises secure more than 2 billion yuan in funding [2] - The "Zero Rent" policy for innovative startups allows certain high-tech enterprises to enjoy rent exemptions for the first 2-3 years [2] - The "Familiar Land Investment" model has created over 2000 acres of ready-to-use land, significantly improving project implementation efficiency [2] Group 3: Construction Achievements - The Zhaoqing Large Industrial Cluster has established over 8000 acres of advanced manufacturing space, attracting more than 300 manufacturing projects with a planned total investment exceeding 90 billion yuan [3] - Over 60% of the projects are high-tech and specialized enterprises, with nearly 90% being projects with investments over 100 million yuan [3] - In the current year alone, over 100 manufacturing projects have been introduced, with planned investments exceeding 30 billion yuan [3] Group 4: Innovation and Investment - A total of 4.3 billion yuan has been invested in 18 technology projects through a 4.3 billion yuan industrial fund, demonstrating effective innovation incubation [4][5] - The establishment of an industrial chain supply-demand table aims to reduce procurement costs for nearly 160 enterprises in the park [5] Group 5: Infrastructure Development - A public service center covering 825 acres with a total investment of 4.35 billion yuan has been completed, integrating standard factories, R&D buildings, talent apartments, and commercial facilities [6] - Infrastructure projects worth over 2.5 billion yuan have been implemented, including 25 municipal roads and 2 sewage treatment plants [6] - The planning of the Sui River area aims to create a science and technology innovation center focusing on new energy vehicles and electronic information [6]

Investment Rating - The report gives a "Buy" rating for the company, with a target price of 96.11 CNY based on a 65 times PE valuation for 2026E [3][5]. Core Insights - The company, Rongqi Technology, specializes in industrial AI quality inspection equipment and has significant growth potential in the future [1]. - The company has made substantial breakthroughs in the consumer electronics sector, becoming a key supplier for major players like Apple, Amazon, and Meta, with approximately 80% of its revenue coming from this sector [2]. - The company is actively expanding into the solid-state battery field, holding a 20% stake in Sichuan Lieneng, which focuses on hydraulic machinery for various applications, including solid-state batteries [3]. Financial Summary - Revenue projections for 2025-2027 are 414 million CNY, 655 million CNY, and 910 million CNY, respectively, indicating a growth rate of 11.67% in 2025 and 58.21% in 2026 [4]. - The net profit attributable to the parent company is expected to be 46 million CNY in 2025, 79 million CNY in 2026, and 165 million CNY in 2027, with a significant growth rate of 69.84% in 2026 and 109.22% in 2027 [4]. - The earnings per share (EPS) is projected to increase from 0.87 CNY in 2025 to 3.09 CNY in 2027, reflecting strong profitability growth [4]. Market Position - The company has established strong partnerships with leading EMS companies, enhancing its market position in the consumer electronics industry [2]. - The company has a solid technical foundation and continues to expand its application areas, particularly in consumer electronics and new energy sectors [1].

Core Insights - Rongqi Technology, established on August 30, 2011, went public on the Shenzhen Stock Exchange on April 25, 2023, and is a leader in industrial AI quality inspection equipment, focusing on smart equipment development and closely tied to core customers in the consumer electronics and new energy sectors [1] Financial Performance - For Q3 2025, Rongqi Technology reported revenue of 209 million yuan, ranking 46th among 61 companies in the industry, significantly lower than the top competitor, Chuan Yi Co., which had 4.89 billion yuan [2] - The company's net profit for the same period was 5.22 million yuan, ranking 44th in the industry, and was also below the industry average of 58.97 million yuan [2] Profitability and Debt - As of Q3 2025, Rongqi Technology's debt-to-asset ratio was 25.84%, lower than the industry average of 27.43% [3] - The gross profit margin for the same period was 40.20%, which is below the industry average of 43.50% [3] Executive Compensation - The chairman and general manager, Qian Shuguang, received a salary of 498,800 yuan in 2024, an increase of 40,500 yuan from 2023 [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 19.93% to 6,600, while the average number of circulating A-shares held per shareholder increased by 24.89% to 3,857.58 [5] - The company reported a revenue decline of 8.5% year-on-year for the first three quarters, with net profit down 71.7% [5] Business Highlights - Ongoing collaborations with Meta are expected to boost assembly equipment production, with orders from major clients like Apple, Amazon, and Meta in the consumer electronics sector, and orders for AI quality inspection equipment from Ningde Times in the new energy sector [5] - Significant growth in inventory and contract liabilities is attributed to increased orders in the new energy and 3C sectors [5] - The company is entering the solid-state battery market through a partnership with Sichuan Lieneng and a joint venture named Hongqi Rongli [5] Future Projections - Expected net profits for 2025, 2026, and 2027 are projected to be 50 million, 100 million, and 170 million yuan, respectively, with a compound annual growth rate of 56% [5]