青岛高测科技股份有限公司 章 程 二○二五年七月 第五条 公司住所：青岛市高新区崇盛路66号 目 录 第一章 总 则 第一条 为维护青岛高测科技股份有限公司（以下简称"公司"）、公司股东、 职工和债权人的合法权益，规范公司的组织和行为，根据《中华人民共和国公司 法》 （以下简称"《公司法》"）、 （以下简称"《证券法》"） 《中华人民共和国证券法》 及其他相关法律、法规和规范性文件的规定，制定本章程。 第二条 公司系依照《公司法》和其他有关规定，由原青岛高校测控技术有 限公司整体变更设立的股份有限公司。在青岛市工商行政管理局注册登记，取得 营业执照，统一社会信用代码为913702007940138810。 第三条 公司于2020年7月6日经中国证券监督管理委员会（以下简称"中国 证监会"）同意注册，首次向社会公众发行人民币普通股40,462,900股；于2020 年8月7日在上海证券交易所科创板上市。 第四条 公司中文名称：青岛高测科技股份有限公司 公司英文名称：Qingdao Gaoce Technology Co., Ltd. 邮政编码：266114 第六条 公司注册资本为人民币765,476,919元。 ...

讲一个大实话，绝大多数人对于我们国家「电机电控」领域的强大制造力、丧心病狂的性价比，是毫无认 知的。 但你根本想不到—— 抛开工业级的动力、精度，在玩具领域这样的产品，能有多便宜？ 讲真，办公室一帮小时候父母人均工资几百块，而超市里随便一个遥控汽车就要上百，加点声音、光电效 果，就要大几百的成年人们…… 在看到这个⬇️ 装载耐磨麦克纳姆轮、八轮协调系统…… 快速穿行各种复杂地面； 就像年初，全国人民都被宇树科技这个「机械战狼」惊的目瞪口呆！ 声光电拉满，会做各种复杂动作花样，玩半天都不带重样的 「 特技机械 狗」 都惊呆了，特别是在知道他的 价格还不过百！ 整个人对「物价体系」的认知随之崩塌！纷纷当场预定，买给家里孩子、外甥外甥女侄子侄女门和自己！ 特别是这个特种运输车才会用到的「麦克纳姆轮」，堪称天才的设计！ 它赋予了机器狗玩具，远超此前形态的灵活性和稳定性！ 点击下图即可购买 ▼ 有两种遥控模式可选⬇️ 传统的遥控器，基本上任何孩子一上手就能快速启动，前后左右毫无学习成本！ 而手指遥控模式，就更加酷炫了！ 开启启动、配对遥控，你就可以操纵他快速前进、后退、转向、翻滚…… 360°旋转，自由摆臂百变姿态，轻 ...

记者从7月9日举行的"深圳之夏消费季"暑期嘉年华暨龙岗智慧之夏畅享季发布会上获悉，深圳将在7月 至8月期间，开展"智慧消费"为核心的商文旅融合消费活动，掀起暑期消费热潮。 本次活动由深圳市商务局指导，龙岗区商务局主办，深圳市零售商业行业协会承办，龙岗区文化广电旅 游体育局、龙岗区人工智能（机器人）署、龙岗区坂田街道办支持。 暑期嘉年华活动将聚焦"暑期消费、AI消费、亲子消费、商文旅融合消费"等消费热点，组织星河 WORLD·COCO Park、龙岗星河COCO Park、前海壹方城、前海壹方汇、壹海城 ONE MALL、宝安大 仟里、后浪新天地、万丰海岸城、深圳天河城等深圳超40家重点商圈，在暑期开展第九届星盛商业大抢 节、第三届金啤文化节、可口可乐第二届畅爽烧烤节·深圳站、甜甜圈住你-夏日甜品节、暑期玩乐计 划、泡泡造浪派对等70余场特色活动，营造良好商文旅融合消费氛围，点燃消费热情。 发布会上透露，全国首个机器人街区、剧场落地龙岗，开启"人机共生"新时代。其中，机器人街区是龙 岗区依托坂田星河WORLD片区，试点打造的全国首个集机器人剧场、实验场、园区于一体的具身智能 机器人示范街区。 该街区以机器人剧场 ...

铭利达 20250709 摘要 铭利达早期依赖光伏领域，特别是 Solaredge 和 Enphase 两大客户， 2022 年业绩高速增长，但 2023 年底受逆变器去库存影响，业绩和股 价承压，与主要客户股价呈现强相关性。 2024 年，铭利达面临国内市场竞争加剧、海外光储逆变器去库存、海 外汽车客户放量不足等多重挑战，导致营收大幅下滑，毛利率下降，并 计提 1.8 亿元资产减值损失，整体亏损达 4.7 亿元。 公司积极拓展汽车领域客户，但国内市场竞争激烈导致汽车业务毛利率 大幅下滑至 12.1%，同比下降 7.8 个百分点，对整体盈利能力造成负面 影响。 铭利达为应对产能受限，在国内和海外大幅扩产，但海外基地建设周期 长，前期成本费用高，导致 2024 年仍处于亏损状态，资本开支压制了 2022-2024 年的盈利水平。 公司通过关停并转国内生产基地，计提资产减值损失，并重点拓展新能 源汽车领域的国内外客户，2024 年新能源汽车营收占比已达 56%，预 计 2025 年仍将是最高营收占比行业。 Q&A 铭利达公司在 2023 年面临哪些主要挑战？ 2023 年铭利达公司面临三重压力。首先，海外光储市场 ...

7月12日，第七届中国粮食交易大会（以下简称"粮交会"）将在沈阳开幕。据统计，将有逾4000家 企业参展，5万余名行业人员参会进行产品推介、商务洽谈、粮食采购等活动。这是辽宁省首次承办粮 交会。 作为全国粮食行业最具影响力的盛会，本届粮交会以"粮安天下聚合力，产销融通促发展"为主题， 旨在积极践行大食物观，强化全链条协同，聚焦提升粮食流通现代化水平、加强优质粮食供给能力、优 化粮食产业发展环境，搭建全国性产销合作平台，大力提升粮食产业链供应链安全保障能力。 本届粮交会采用"1+2"模式，由沈阳主会场和盘锦、朝阳分会场组成，展会面积超10万平方米，将 成为历届规模、面积最大的粮交会。大会设置了脱贫地区消费帮扶展区、优质粮油产品展区、粮油机械 设备展区、美食品鉴区、推介区等区域。同期，还将举办品牌推介、招商引资、高端论坛等系列活动。 辽宁展区由粮油展区、粮油机械展区、美食品鉴区组成，总体面积总计7400平方米。 近年来，辽宁持续深入实施优粮优产、优粮优购、优粮优储、优粮优加、优粮优销"五优联动"工 程，推动粮油全链条升级。同时，围绕"生态辽宁，多彩粮仓"主题，着力打造"辽宁好粮油"省级优质粮 油区域公共品牌，持续 ...

Group 1: Industry Overview - The sales of various excavators reached 18,804 units in June 2025, representing a year-on-year increase of 13.3%, with domestic sales of 8,136 units (up 6.2%) and exports of 10,668 units (up 19.3%) [1] - In the first half of 2025, a total of 120,520 excavators were sold, marking a year-on-year growth of 16.8%, with domestic sales of 65,637 units (up 22.9%) and exports of 54,883 units (up 10.2%) [1] - The domestic excavator sales in June showed a year-on-year growth of 6.2%, rebounding by 7.7 percentage points compared to previous values, driven by accelerated second-hand exports and a low base from the previous year [1] Group 2: Market Dynamics - The construction machinery industry is expected to maintain stable growth in excavator sales, with domestic earth-moving equipment projected to achieve double-digit growth for the year [2] - The demand for excavators is shifting towards recovery, particularly in the mining sector and major water conservancy projects, while the demand for small excavators is slowing down [2] - The government plans to issue long-term special bonds and increase local government special bonds to stimulate infrastructure investment, which is expected to boost downstream equipment demand [5][6] Group 3: Company Performance - Zoomlion (000157) anticipates that domestic sales will enter a growth trajectory, expanding its business from domestic markets to global markets across engineering, agricultural, and mining machinery [3] - Sany International (00631) reported a revenue of 5.876 billion yuan in Q1 2025, a year-on-year increase of 14.6%, with net profit rising by 23.2% [7] - The company is focusing on expanding its overseas business, particularly in emerging regions, while also enhancing its product offerings in earth-moving, agricultural, and mining machinery [7]

Market Overview - The agricultural machinery market in China showed poor performance in the first half of 2025, characterized by a "weak peak season" with declining production and sales across various agricultural machinery products, particularly tractors [1][2] - The total production of tractors was reported at 35,616 units, with significant declines in large, medium, and small tractors, down 32.8%, 13.3%, and 8.3% year-on-year respectively [2] Demand Analysis - The demand for tractors has been continuously decreasing, with large tractors experiencing the most significant drop [2] - Factors contributing to the decline include the end of the busy farming season, excessive market inventory, and weakened purchasing demand due to market downturns and machinery replacement cycles [4][5] Segment Performance - The market for harvesting machinery showed mixed results, with crawler harvesters experiencing double-digit growth driven by significant export increases, while wheel harvesters faced declines due to reduced wheat production [3] - The transplanting machine market saw a contrasting trend, with hand-held models growing significantly while high-speed models declined [3] High-End Tractor Development - Despite the overall market downturn, high-end tractors (200 horsepower and above) have shown explosive growth, driven by policy support and technological advancements [7][8] - The market structure is shifting from traditional cycles to a dual-engine model driven by high-end and innovative products, with a notable increase in the market share of power-shift tractors [8][9] Competitive Landscape - The competitive landscape is evolving, with leading companies gaining market share and those relying heavily on low-end products facing pressure [9] - The demand for high-end products is rising, becoming a primary profit growth point for companies, as they transition from traditional models to high-end offerings [9]

Group 1 - The company anticipates a net profit attributable to the parent company of approximately 128.20 million to 142.90 million yuan for the first half of 2025, representing an increase of 50% to 70% compared to the same period last year [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 127.97 million and 146.25 million yuan, which is an increase of 36.56 million yuan compared to the previous year [1] - The previous year's net profit attributable to the parent company was 85.47 million yuan, with a total profit of 94.50 million yuan [2] Group 2 - The company focuses on the development of core businesses in general power machinery, high-pressure cleaning machines, and energy storage products, enhancing product quality and service levels through increased R&D efforts [2] - The company aims to implement a three-pronged strategy of "technological autonomy, global branding, and localized operations" to promote global expansion and build a complete ecosystem from product strength to brand value [2] - The company has seen a significant increase in orders on hand, leading to steady growth in revenue and operating profit [2]

2025.07. 10 根据越南财政部统计局日前公布的数据，越南上半年国内生产总值（GDP）的增长率为7.52%，创下 2011年以来同期的最高水平。 据新华社报道，特朗普7月2日表示，美国已经与越南达成贸易协议。他在帖文中称，越南所有对美出口 商品将面临至少20%关税，并对美国"完全开放市场"。 而在"对等关税"暂缓期内，越南商品出口美国只需缴纳10%的"基准关税"。当前，越南许多本土和外资 企业利用所谓"对等关税"的暂缓期加快交货速度。2025年第二季度，越南的出口总额同比增长了18%， 这在一定程度上刺激了经济的大比例增长。 本文字数：1576，阅读时长大约3分钟 作者 | 第一财经 钱小岩 上海国际问题研究院东南亚研究中心主任周士新向第一财经记者表示，在国际贸易动荡的特殊时期，越南 短期内对美贸易不降反增，"这一现象不仅反映了越南的出口意愿，也体现了美国企业希望抓紧进口来降 低成本的意图，美国与越南等亚洲国家的贸易联系难以阻断。" ▲ 越南首都河内一景 （新华社资料图） 各行业并非齐头并进 根据财政部统计局的数据，越南2025年第二季度（GDP）增长7.96%，综合第一季度数据上半年增长率 为7.52 ...

Core Viewpoint - Taiwan's export destination is shifting towards the United States, with the gap between exports to the US and exports to mainland China narrowing significantly from 3-4 times to just 0.1 percentage points [1][3]. Group 1: Export Growth - Taiwan's total export value from January to June increased by 25.9% year-on-year, reaching $283.2 billion [2]. - Exports to the US during the same period surged by 51.4%, amounting to $78.9 billion, accounting for 27.9% of total exports [1][2]. - In June alone, exports to the US saw a remarkable year-on-year growth of 90.9%, reaching $17.2 billion [3]. Group 2: Comparison with Mainland China - Exports to mainland China (including Hong Kong) grew by 12.7% year-on-year, totaling $79.1 billion [2]. - Despite the growth, the performance of certain sectors, such as plastics and rubber products, remained weak [2]. - The share of exports to the US in Taiwan's total exports has exceeded that to mainland China for two consecutive months, with the US accounting for 32.4% and mainland China for 27.3% [3]. Group 3: Structural Changes - Historically, mainland China was Taiwan's largest export destination, with exports to China accounting for around 40% of Taiwan's total exports from 2004 to 2022 [3]. - The current shift is attributed to high-tech companies relocating some production bases back to Taiwan and increasing direct exports to the US [3].