天眼查App显示，近日，四川久利智驱科技有限公司成立，法定代表人为沈占平，注册资本1000万人民 币，经营范围为一般项目：电机制造；电动机制造；发电机及发电机组制造；微特电机及组件制造；电 机及其控制系统研发；海洋能发电机组制造；机械电气设备制造；新能源原动设备制造；电子专用设备 制造；工业自动控制系统装置制造；试验机制造；汽车零部件及配件制造；电气设备修理；通用设备修 理；发电机及发电机组销售；微特电机及组件销售；海上风力发电机组销售；海洋能发电机组销售；陆 上风力发电机组销售；风力发电机组及零部件销售；磁性材料销售；机械电气设备销售；计算机软硬件 及辅助设备零售；电气设备销售；风电场相关装备销售；风电场相关系统研发；先进电力电子装置销 售；海上风电相关装备销售；船用配套设备制造；石油天然气技术服务；石油钻采专用设备制造；石油 钻采专用设备销售；气体、液体分离及纯净设备销售；销售代理；泵及真空设备销售；信息技术咨询服 务；信息系统集成服务；工业控制计算机及系统销售；软件开发；新材料技术研发；工程和技术研究和 试验发展；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；货物进出口；技术进出 口。（除 ...

Group 1 - The National Development and Reform Commission (NDRC) aims to promote the healthy and standardized development of the embodied intelligence industry through three main approaches: establishing industry standards and evaluation systems, accelerating key core technology breakthroughs, and promoting infrastructure construction for training and pilot testing platforms [1] - CITIC Securities believes that 2025 will be a critical node for the commercialization of embodied intelligence, with leading manufacturers already securing billion-level orders. However, there are still bottlenecks and cautious attitudes from downstream factories regarding orders [1] - The total market value of the domestic embodied intelligence sector has surpassed 3 trillion yuan, and with the acceleration of capitalization of domestic new forces, the scale of the sector is expected to continue expanding [1] Group 2 - Guojin Securities considers embodied intelligence to be the strongest application of AI, with humanoid robots being one of the most important directions. The ROBO+ track, following electrification, is expected to reshape the entire automotive industry chain [2] - In the robotics field, attention should be paid to new technology iterations and component ticket pricing in the second half of the year. Automotive manufacturers and 3C brand companies are gaining competitive advantages due to their understanding of demand scenarios and hardware supply chains [2] - The second half of 2025 will focus on the "ticket pricing" and technology iterations, particularly in the supply chain of Tesla and Zhiyuan, with Tesla's supply chain expected to restart after a brief pause [2]

物流中心项目建筑面积2.83万平方米，具备智能化水平高、运营效率优等特点。这也是舍弗勒自1995年 落户太仓以来的第13次增资，既是企业"本土资源服务本土市场"理念的实践，也为太仓高端装备、现代 物贸产业能级提升注入新动力。 本报讯(龙美娟)11月25日，舍弗勒中国区物流中心在太仓正式开业。该物流中心作为舍弗勒在中国布局 的核心物流枢纽，将显著提升太仓高端制造领域的配套服务能级。 舍弗勒集团总部位于德国黑措根奥拉赫，是驱动行业的全球市场领导者。其太仓基地不仅是集团在中国 最大制造基地，设立5座工厂及多个研发、培训、服务中心，员工数量超7000人。太仓基地生产产品覆 盖发动机、变速箱、底盘系统零部件及电机、电桥等新能源汽车核心动力系统，已成为舍弗勒全球新能 源业务的核心阵地。"太仓稳定、开放和可信赖的投资环境是我们持续加仓的关键因素。"舍弗勒集团 CEO克劳斯.罗森菲尔德表示，未来将进一步深化与太仓的合作，持续深耕中国市场，为产业发展和地 方经济作出积极贡献。 ...

公开信息显示，成立于2006年的凌臣采集主要为客户提供各种测试测量、运动控制、机器视觉、机器人 等自动化设备的零部件和系统解决方案。目前，公司拥有2.5万平方米高标准生产厂房、研发办公楼。 2022年凌臣采集曾开启IPO辅导。 康平科技提供的财务数据显示，2025年1—9月凌臣采集实现营业收入3.94亿元，略高于2024年度全年， 实现净利润3167.87万元，不过经营活动产生的现金流量净额处于负值。经收益法评估，凌臣采集的股 东全部权益评估值，比审计后合并报表归属于母公司所有者权益增值150.78%。 交易后，凌臣采集将成为康平科技的控股子公司，并纳入公司合并报表范围。康平科技认为，本次交易 是公司围绕电机主业的有序布局，公司拟通过本次收购实现在智能制造领域的拓展，通过纳入具备智能 控制技术能力的优质资产，形成新的利润增长点，提升公司盈利能力和持续经营能力，并进一步发挥协 同效应。 在下游客户方面，康平科技认为，凌臣采集与公司客户互补，通过本次投资公司有望扩大电机产品在工 业机器人领域的应用，尤其是凌臣采集现有产品线中精密丝杠、直线电机等都与公司产品相互协同，同 时公司在电机行业的优势也能拓宽标的公司产品线 ...

Core Viewpoint - The company has agreed to acquire a 51% stake in Lingchen Collection for 26.418 million yuan, aiming to enhance its capabilities in the smart manufacturing sector and improve profitability through strategic asset integration [1][2]. Group 1: Transaction Details - The acquisition involves purchasing shares from multiple stakeholders, including Zhu Jiandong, Fei Jinming, Dai Jianguo, Lu Hongyi, and Shanghai Tiaokai Technology Co., Ltd [1]. - The total market value of Lingchen Collection's 100% equity was assessed at 53 million yuan as of September 30, 2025, with the transaction price set based on this valuation [1]. Group 2: Strategic Rationale - The acquisition is part of the company's orderly layout around its core motor business, aiming to expand into the smart manufacturing field by integrating high-quality assets with intelligent control technology [2]. - A technology-sharing mechanism will be established post-investment to combine the strengths of both companies, enhancing product competitiveness and industry influence [2]. - The investment is expected to broaden the application of the company's motor products in the industrial robotics sector, leveraging synergies between existing product lines [2]. - The proximity of both companies in Suzhou facilitates efficient production and supply chain resource integration, optimizing manufacturing efficiency and procurement costs [2].

Core Viewpoint - The company has agreed to acquire a 51% stake in Lingchen Collection for 26.418 million yuan, aiming to enhance its capabilities in the smart manufacturing sector and create new profit growth points [1][2]. Group 1: Transaction Details - The acquisition involves purchasing shares from multiple stakeholders, including Zhu Jiandong, Fei Jinming, Dai Jianguo, Lu Hongyi, and Shanghai Tiaokai Technology Co., Ltd [1]. - The total market value of Lingchen Collection's 100% equity was assessed at 53 million yuan as of September 30, 2025, with the transaction price set based on this valuation [1]. Group 2: Strategic Rationale - The acquisition is part of the company's orderly layout around its motor business, aiming to expand into the smart manufacturing field by integrating high-quality assets with intelligent control technology [2]. - A technology-sharing mechanism will be established post-investment, combining the target company's motion control technology with the company's existing motor products to enhance product competitiveness and industry influence [2]. - The target company complements the company's customer base, potentially expanding the application of motor products in the industrial robotics sector, particularly through existing product lines like precision screws and linear motors [2]. - The investment will facilitate resource integration in production and supply chains, optimizing production layouts and enhancing manufacturing efficiency while reducing procurement costs [2].

Market Overview - The electric motor sector experienced a decline of 0.19% compared to the previous trading day, with Fangzheng Electric leading the drop [1] - The Shanghai Composite Index closed at 3875.26, up 0.29%, while the Shenzhen Component Index closed at 12875.19, down 0.25% [1] Stock Performance - Huari Co., Ltd. (300626) saw a significant increase of 15.10%, closing at 15.55 with a trading volume of 414,000 shares and a transaction value of 638 million [1] - Fangzheng Electric (002196) led the decline with a drop of 3.95%, closing at 13.63 with a trading volume of 883,900 shares and a transaction value of 1.216 billion [2] - Other notable performers included Jiangnan Yifan (301023) with a 1.01% increase, closing at 37.00, and Dayang Electric (002249) with a 1.27% increase, closing at 11.18 [1][2] Capital Flow - The electric motor sector experienced a net outflow of 159 million from institutional investors, while retail investors saw a net inflow of 73.77 million [2] - Notable net inflows from retail investors were observed in stocks like Huari Co., Ltd. and Jiangnan Yifan, while Fangzheng Electric saw significant net outflows from both institutional and retail investors [3] Individual Stock Analysis - Huari Co., Ltd. had a net inflow of 77.76 million from institutional investors, but a net outflow of 24.47 million from retail investors [3] - Fangzheng Electric experienced a net outflow of 19.44 million from institutional investors, indicating a lack of confidence among larger investors [3] - Other stocks like Jiangte Electric (002176) and Zhongdian Electric (603988) also faced declines, with net outflows from institutional investors [2][3]

Core Insights - Slovenian companies are optimistic about the Chinese market due to the increasing demand for high-quality, innovative, and culturally distinctive products [1][2] - The participation in the China International Import Expo has highlighted the growing popularity of premium products among Chinese consumers [1] - There is a notable trend towards organic and natural health products, with consumers seeking certified organic options free from artificial additives [2] Group 1: Market Opportunities - Slovenian craft beer producer Klavf Brewery reported strong interest in their high-end products during the recent import expo, establishing long-term partnerships in China [1] - The chocolate and wine company, Amethyst LLC, has been active in the Chinese food and beverage market since 2019, emphasizing the importance of quality standards to meet consumer expectations [1] Group 2: Strategic Developments - The Slovenian bee product brand Medex has observed a sharp increase in demand for organic health products, reinforcing their confidence in expanding within the Chinese market [2] - The Slovenian motor manufacturer Domel has positioned its Suzhou facility as a showcase for Industry 4.0, evolving from a sales office to a comprehensive manufacturing and technology center in China [2] - Slovenian companies are focusing on continuous innovation, storytelling, local partnerships, and tailored marketing strategies to enhance their brand influence in China [2]

11月27日，航天动力涨5%，截至发稿，报22.88元/股，成交25.94亿元，换手率19.92%，总市值146.02亿 元。航天动力股价已经连续5天上涨，区间累计涨幅33.85%。 资料显示，陕西航天动力高科技股份有限公司位于陕西省西安市高新区锦业路78号，成立日期1999年12 月24日，上市日期2003年4月8日，公司主营业务涉及智能燃气表计量系统、泵及泵系统、液力传动产 品、电机、建筑安装、化工装备、一体化节能业务包括合同能源管理。主营业务收入构成为：泵及泵系 统43.23%，液力变矩器29.22%，电机20.56%，流体装备4.43%，其他4.06%，建筑安装0.02%。 从航天动力十大流通股东角度 数据显示，长城基金旗下1只基金位居航天动力十大流通股东。长城久嘉创新成长混合A（004666）三 季度新进十大流通股东，持有股数545万股，占流通股的比例为0.85%。根据测算，今日浮盈赚取约 594.05万元。连续5天上涨期间浮盈赚取3002.95万元。 长城久嘉创新成长混合A（004666）基金经理为尤国梁。 截至发稿，尤国梁累计任职时间6年37天，现任基金资产总规模42.62亿元，任职期间最佳基金 ...

宝通科技前三季度营收 16.45 亿元，同比增长 9.24%，但净利润同比 下降 12%至 2.09 亿元。第三季度营收和利润实现显著增长，显示出复 苏迹象，对股票交易策略具有关键影响。 工业端业务受库存减值和泰国工厂初期运营影响略有亏损，但 10 月毛 利率已回升。移动游戏业务子公司第三季度净利润超 7,000 万元，自研 游戏《Project Third》在欧美市场表现良好，贡献流水 1.75 亿元。 巡检机器人海外市场拓展迅速，与全球最大矿业集团 BHP 合作，单台机 器人售价约 20 万美元，毛利率高于国内市场。电机样品已完成，与顶 峰科技合作推进低空巡检和四足机器人应用。 公司加大智能软硬件投入，推进自主机器人矿区巡检和低空无人机巡检 等新兴领域发展。与 BHP 合作外，还在国内矿山和钢厂进行机器人试点， 解决危险环境检测问题。 泰利斯电机公司预计明年一季度首次出货，已获智能汽车和军工产业链 订单。公司正申请煤安认证，计划进入煤炭井下市场，该市场潜力巨大。 Q&A 宝通科技在 2025 年第三季度的经营情况如何？ 宝通科技 20251125 摘要 宝通科技在移动游戏业务方面有哪些亮点？ 前三季度，宝 ...