人工智能不再只是聊天、画图的工具，它已经走进工厂，装进机器，让观众提前触摸到 未来工厂的模样。 与往届不同，今年的博览会处处透着"聪明劲儿"。人工智能正从"纸上谈兵"走向生产 线，深度融入数控机床、检测设备、无人机等传统工业领域，让制造变得更智能、更高效。 据悉，自2000年首次举办以来，中国机博会已累计吸引全球超过一万家企业参展。随着 AI技术在本届博览会上与各工业领域深度碰撞，中国制造正以更智能的方式，开启产业升 级的新篇章。 在武汉华中数控展台，全球首台搭载AI芯片和大模型的"华中10型"智能数控系统引人注 目。工程师介绍，这套系统能像人一样"自学成才"，自动编写加工程序，公司已联合18家企 业推出首批20台智能机床。 编辑：赖俊 AI也让测量更精准。海克斯康带来的检测设备，通过AI学习实现自动抓边与测量，即 使在零件边界不清晰的情况下也能精准识别；思看科技的手持三维扫描仪小巧如手掌，却能 突破环境限制，随时随地开展精细的三维测量。 博览会期间举行的30多场论坛上，"AI+制造"成为共识。华中数控董事长陈吉红表示， AI与数控机床融合是大势所趋，下一代数控机床将具备"自主感知、学习、决策与执行"的能 力 ...

Group 1 - The article emphasizes the importance of timely and professional information interpretation in investment decision-making [1] - It highlights the focus on uncovering investment value from significant events, analyzing industry chain companies, and interpreting key policies [1] - The product aims to provide users with quick information on market impacts, presenting the value of information through a professional lens and simple language [1] Group 2 - The company provides testing equipment for a well-known storage manufacturer in North America, with clients in the storage packaging and testing sector including Changdian Technology and Tongfu Microelectronics [1] - The company has entered the supply chain for Tesla's humanoid robots, with products covering various fields such as robot brains, vision, joints, and dexterous hands [1]

Company Overview - Zhongke Feimeasure Technology Co., Ltd. is located in Longhua District, Shenzhen, Guangdong Province, and was established on December 31, 2014. The company went public on May 19, 2023. Its main business involves the research, production, and sales of integrated circuit equipment, specifically in testing and measurement [1][2]. Financial Performance - As of June 30, 2025, Zhongke Feimeasure reported a revenue of 702 million yuan, representing a year-on-year growth of 51.39%. However, the net profit attributable to shareholders was a loss of 18.35 million yuan, which is an increase in loss of 73.01% compared to the previous period [2]. - Since its A-share listing, the company has distributed a total of 44.8 million yuan in dividends [3]. Stock Performance - On September 29, Zhongke Feimeasure's stock price increased by 2.02%, reaching 118.55 yuan per share, with a trading volume of 306 million yuan and a turnover rate of 1.05%. The total market capitalization stands at 38.125 billion yuan [1]. - Year-to-date, the stock price has risen by 35.41%, with a 21.58% increase over the last five trading days, a 15.29% increase over the last 20 days, and a 40.51% increase over the last 60 days [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 11.83% to 9,774, while the average number of circulating shares per person increased by 15.34% to 25,403 shares [2]. - The top ten circulating shareholders include notable funds such as Nuoan Growth Mixed A and Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF, with the latter being a new entrant [3].

Group 1 - Zhongke Feimeasure's stock increased by 5.63% on September 23, with a trading volume of 979 million yuan [1] - The company had a net financing purchase of 34.49 million yuan on the same day, with a total financing balance of 362 million yuan, which is 1.39% of its market capitalization [1] - The company's financing balance is at a high level, exceeding the 90th percentile of the past year [1] Group 2 - As of June 30, Zhongke Feimeasure reported a revenue of 702 million yuan for the first half of 2025, representing a year-on-year growth of 51.39% [2] - The company recorded a net profit attributable to shareholders of -18.35 million yuan, which is a 73.01% increase in loss compared to the previous period [2] Group 3 - Since its A-share listing, Zhongke Feimeasure has distributed a total of 44.8 million yuan in dividends [3] - As of June 30, 2025, the number of shareholders decreased by 11.83% to 9,774, while the average circulating shares per person increased by 15.34% to 25,403 shares [2][3] - Notable institutional shareholders include Nuoan Growth Mixed A and Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF, with the latter being a new shareholder [3]

Company Overview - Zhongke Feimeasure Technology Co., Ltd. is located in Longhua District, Shenzhen, Guangdong Province, and was established on December 31, 2014. The company went public on May 19, 2023. Its main business involves the research, production, and sales of integrated circuit-specific equipment in two categories: testing and measurement [1][2]. Financial Performance - As of June 30, 2025, Zhongke Feimeasure reported a revenue of 702 million yuan, representing a year-on-year growth of 51.39%. However, the net profit attributable to shareholders was -18.35 million yuan, which is a 73.01% increase in losses compared to the previous period [2]. - The company has distributed a total of 44.8 million yuan in dividends since its A-share listing [3]. Stock Market Activity - On September 22, Zhongke Feimeasure's stock price decreased by 2.00%, closing at 97.84 yuan per share, with a trading volume of 642 million yuan and a turnover rate of 2.59%. The total market capitalization is 31.465 billion yuan [1]. - Year-to-date, the stock price has increased by 11.75%, with a 7.81% rise over the last five trading days, a 1.04% decline over the last 20 days, and a 16.21% increase over the last 60 days [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 11.83% to 9,774, while the average circulating shares per person increased by 15.34% to 25,403 shares [2]. - Notable shareholders include Noan Growth Mixed A, holding 13.4533 million shares, and Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF, which is a new shareholder with 5.3131 million shares [3].

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：2025-006 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | | 方正证券 赵璐、赵子淇；新华基金 崔古昕；光大永明资产 蒋 | | 参与单位名称 | 冰；远望角投资 翟灏；华创证券 丁祎；长江证券 曹小敏；誉 | | 辉资本 及人员姓名 | 郝彪；淳厚基金 张欣；上海银叶投资 崔健；银河基金 高 | | | 鹏；浦银安盛基金 胡舜杰 | | 时间 2025 | 年 月 日-9 月 日 9 15 19 | | 地点 | 公司会议室；线上交流 | | 上市公司接待 | 董事、副总经理、财务总监兼董事会秘书：王桂杰女士 | | 人员姓名 | | | | 一、介绍公司基本情况和业务概况 | | | 公司专注于智能装备的研发、设计、生产、销售和技术服务， | | | 重点面向智能制造中的检测和组装工序提供自主研发的智能装 | | | 备产品，公司核心产品是 ...

Group 1 - Zhongke Feimeasure's stock increased by 5.11% to 99.69 CNY per share, with a trading volume of 385 million CNY and a turnover rate of 1.57%, resulting in a total market capitalization of 32.059 billion CNY [1] - The company, established on December 31, 2014, specializes in the research, production, and sales of integrated circuit equipment, with its main business revenue composition being 60.72% from testing equipment, 36.40% from measuring equipment, and 2.88% from services and others [1] Group 2 - The Qianhai Kaiyuan High-end Equipment Manufacturing Mixed A Fund (001060) has Zhongke Feimeasure as its fifth-largest holding, having increased its position by 3,233 shares to a total of 119,600 shares, representing 7.76% of the fund's net value [2] - The fund has achieved a year-to-date return of 40.74%, ranking 1,669 out of 8,172 in its category, and a one-year return of 101.34%, ranking 533 out of 7,980 [2] Group 3 - The fund manager, Wei Chun, has been in position for 6 years and 255 days, with the fund's total asset size at 1.197 billion CNY and a best return of 126.53% during his tenure [3]

卓兆点胶 20250917 摘要 今年中报显示卓兆点胶获得了很大的增长，存量项目验收主要集中在哪些领域？ 存量项目验收主要集中在消费电子领域，尤其是与苹果耳机（AirPods）相关 的项目。 公司预计 2025 年全年合并收入规模约 3-3.5 亿元，研发费用约 2,600 万元，净利润预计 5,000 万-6,000 万元，产能利用率约 50%，暂无扩 产计划，但子公司在潮州获得土地用于未来扩张。 卓兆点胶未来战略重点是成为行业龙头，专注于苹果、Meta 等国际大 客户，并计划突破三星，同时考虑通过收购并购扩充产品线和市场份额， 关注高端消费电子、半导体和新能源等领域。 能否详细拆分一下今年中报中的收入构成，包括传统消费电子和新兴领域如光 伏新能源等？ 以今年大致 3 亿到 3.5 亿的营收范围来看，其中约 1 亿元来自于广东公司的业 务，其余 2.5 亿元左右来自于卓兆原先的业务领域。其中 60%的收入来源于国 内市场，大约 20%来自 Meta 客户，另外 20%则来源于检测业务。光伏、半 导体等新兴领域目前占比较小，基本上还是个位数。 卓兆点胶的检测业务具体涉及哪些下游行业？未来的发展空间如何？ 卓兆 ...

Core Viewpoint - HwaHsing YuanChuang's stock price has shown a positive trend with a year-to-date increase of 14.50%, reflecting strong performance in the display and integrated circuit testing equipment sector [1][2]. Financial Performance - As of June 30, HwaHsing YuanChuang reported a revenue of 915 million yuan for the first half of 2025, representing a year-on-year growth of 9.27% [2]. - The net profit attributable to shareholders for the same period was 78.52 million yuan, marking a significant increase of 152.40% compared to the previous year [2]. Stock Market Activity - On September 16, HwaHsing YuanChuang's stock rose by 2.14%, reaching 31.03 yuan per share, with a trading volume of 78.78 million yuan and a turnover rate of 0.58% [1]. - The company has a total market capitalization of 13.82 billion yuan [1]. - The stock has seen a net inflow of 218,800 yuan from main funds, with significant buying and selling activity from large orders [1]. Shareholder Information - As of June 30, the number of shareholders increased to 10,900, up by 8.60%, while the average circulating shares per person decreased by 7.92% to 40,696 shares [2][3]. - Cumulatively, HwaHsing YuanChuang has distributed 437 million yuan in dividends since its A-share listing, with 207 million yuan distributed over the past three years [3]. Business Overview - HwaHsing YuanChuang, established on June 15, 2005, specializes in the research, production, and sales of testing equipment for flat panel displays and integrated circuits [1]. - The company's revenue composition includes 62.84% from testing equipment, 31.05% from fixtures and accessories, 3.14% from other sources, and 2.97% from assembly equipment [1].

编号：2025-005 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 参与单位名称 | 西南证券 杨云杰；华西证券 王宁；长江证券 王硕；国信证券 吴 | | 及人员姓名 | 双；工银瑞信 谢怡婷 | | 时间 2025 | 年 月 日 9 12 10:00-11:00；12:30-13:30；13:30-14:30 | | 地点 | 公司会议室；线上交流 | | 上市公司接待 | 董事、副总经理、财务总监兼董事会秘书：王桂杰女士 | | 人员姓名 | | | | 一、介绍公司基本情况和业务概况 | | | 公司专注于智能装备的研发、设计、生产、销售和技术服务， | | | 重点面向智能制造中的检测和组装工序提供自主研发的智能装 | | | 备产品，公司核心产品是检测设备和精密组装设备。目前主要的 | | | 服务领域为消费电子和新能源。 | | 投资者关系活 | 年来自苹果的订单主要有无线充电、 消费电子领域，2025 | | VC | 散热片、智能眼 ...