Core Insights - The third China International Supply Chain Promotion Expo showcased over 30 companies and institutions demonstrating key technologies and products in the automotive industry, highlighting collaborative innovation and development within the supply chain [1][2]. Group 1: Company Innovations - Baosteel presented its latest fifth-generation platformized and integrated pure electric vehicle body, aiming to transition from a raw material supplier to a solution provider [1]. - The company emphasized early-stage collaboration with automotive manufacturers to optimize materials based on cost, weight, and carbon emission targets during vehicle design [1]. - Hunan Shibite Robot Co., Ltd. showcased its self-developed automotive paint defect detection technology, reflecting advancements in quality assurance within the automotive supply chain [2][6]. Group 2: Supply Chain Collaboration - The expo highlighted the importance of open cooperation and collaborative development in the automotive industry, with companies like Rio Tinto and Baosteel demonstrating integrated supply chain solutions from raw materials to vehicle bodies [2]. - The introduction of the "factory within a factory" model by Seres Group allows for localized production and supply, significantly enhancing production efficiency [4]. - Tesla's local supply chain achievements were showcased, with over 95% localization of components and a vehicle rolling off the Shanghai factory every 30 seconds [4]. Group 3: Technological Advancements - Tesla also displayed a humanoid robot that utilizes electric vehicle technology, indicating the potential for expanded applications of EV technology [5]. - Black Sesame Intelligent Technology Co., Ltd. presented various chips focused on advanced driving assistance and cross-domain computing, which can also be applied in humanoid robots [5]. - Aibiai and New Materials Co., Ltd. introduced aerogel products for automotive battery thermal protection, which currently account for 80% of their revenue, while also exploring broader applications in construction and industry [7].

中新网北京7月16日电 (记者庞无忌)7月16日，第三届中国国际供应链促进博览会在北京开幕。 全球最大铁矿石供应商力拓集团和最大钢铁企业中国宝武钢铁集团有限公司(中国宝武)再度携手参展。 力拓是全球知名金属矿业公司。本次展会中，力拓重点呈现了为汽车行业提供支持的创新多材料解决方 案，包括铁、铜、铝、锂四大核心产品组合。这些金属材料广泛应用于新能源汽车、储能系统和基础设 施建设中，是实现能源转型不可或缺的关键材料。 中国宝武现场呈现了宝钢第五代平台化、集成化纯电动白车身解决方案BCB EV® Meta等产品和技术， 刷新用材先进性以及车身性能指标，在实现更低碳排放的同时满足新能源汽车更高的安全需求，充分展 示了中国宝武"钢铁+轻金属材料+综合解决方案"的战略定位。 在联合展示区域，力拓与中国宝武首次展示其最新投产的铁矿项目——位于西澳大利亚皮尔巴拉地区的 西坡铁矿。双方在矿产资源开发与利用领域建立了长期稳定的伙伴关系。西坡项目是力拓与中国宝武宝 瑞吉东坡合资项目的延续，已于2025年6月6日正式投产。项目总投资20亿美元，由力拓(持股54%)和中 国宝武(持股46%)共同开发，年产能2500万吨。 此外，展台还 ...

金融界2025年6月25日消息，国家知识产权局信息显示，赛力斯汽车有限公司取得一项名为"水箱安装框 架、白车身及汽车"的专利，授权公告号CN223014737U，申请日期为2024年09月。 天眼查资料显示，赛力斯汽车有限公司，成立于2012年，位于重庆市，是一家以从事汽车制造业为主的 企业。企业注册资本1030528.0001万人民币。通过天眼查大数据分析，赛力斯汽车有限公司共对外投资 了9家企业，参与招投标项目26次，财产线索方面有商标信息512条，专利信息3069条，此外企业还拥有 行政许可126个。 专利摘要显示，本申请涉及水箱安装框架、白车身及汽车，水箱安装框架包括上横梁、上边梁以及调节 梁；上边梁与上横梁间隔设置；调节梁一端与上横梁连接，另一端与上边梁连接，调节梁内部设置有封 闭腔室。调节梁的内部设置有封闭腔室，封闭腔室的设置增加了调节梁的强度，碰撞时，封闭腔室的设 置便于调节梁吸收碰撞产生的能量，相当于增加了前悬长度，从而降低OLC值，以满足目前C-NCAP要 求。相对于通过增加前舱吸能空间来达到增加吸能以及通过增加shotgun来达到增加吸能来说，本申请 通过调节梁的设置不需要改变前副车架、前 ...

Group 1: Financial Performance - The net profit attributable to shareholders for Q1 is ¥163,470,377.43, a decrease of 83.47% compared to the same period last year, primarily due to a one-time gain from the disposal of shares in Dazhu Siter amounting to approximately ¥890 million in the previous year [3] - The net profit excluding non-recurring gains for Q1 is ¥71,901,945.12, an increase of 1,388.37% year-on-year, indicating no actual decline in performance [3][5] - The inventory turnover rate for 2023 is approximately 2.16, projected to increase to 2.41 in 2024, with measures in place to enhance inventory management [6] Group 2: Business Segments and Revenue - The general industrial laser processing equipment business achieved revenue of ¥5.971 billion, primarily from high-power laser cutting and welding equipment, as well as mid- and low-power laser marking and cutting equipment [3] - The company’s self-produced components, including laser devices and cooling systems, generated external sales of nearly ¥200 million in 2024 [6] - The overseas revenue proportion reached 14.26% in 2024, an increase of 88% compared to 2023, reflecting successful market expansion efforts [6] Group 3: Strategic Insights and Market Position - The company focuses on intelligent manufacturing equipment and key components, maintaining a vertical integration advantage and leveraging industry policy support [3] - In the semiconductor sector, the company provides various intelligent manufacturing equipment, with a high degree of localization achieved in core components [7] - The company is actively pursuing market opportunities in the electric vehicle sector, collaborating with leading manufacturers like BYD and Great Wall Motors [5] Group 4: Future Outlook and Challenges - The company is developing strategies to enhance profitability in consumer electronics and PCB equipment by innovating product offerings and improving production processes [5] - The anticipated compound growth rates for the PCB industry in Southeast Asia are projected at 7.1%, surpassing China's 4.3%, indicating a shift in market dynamics [4] - The company is formulating a market value management system in accordance with regulatory guidelines to address stock price volatility and enhance shareholder value [5][7]

星标 ★ IPO日报 精彩文章第一时间推送 4月15日，截至IPO日报记者发稿，江苏哈工智能机器人股份有限公司（下称"*ST工智"，000584.SZ）收报1.70元，股价继 续涨停。 据同花顺数据，一年以来，公司已经收获了60个涨停。 不过在昨日涨停前的半个月内，公司股价曾连续8个交易日跌停。而值得注意是，公司本身正面临着退市风险。 制图： 佘诗婕 业绩低迷 据悉，*ST工智的业务涵盖高端智能装备制造、机器人本体、工业机器人一站式服务平台等三大板块，主要产品多车型柔性车身生 产解决方案和汽车白车身焊装自动化装备。 公司于2024年4月30日发布《关于前期会计差错更正及追溯调整的公告》，对上述四年的财务报告进行了更正。 更正后的年报显示，2019年—2023年，公司实现的营业收入分别为17.37亿元、16.18亿元、17.22亿元、18.22亿元、21.88亿元，净 利润分别为0.47亿元、0.08亿元、-6.06亿元、-8.23亿元、-4.05亿元。 努力自救 业绩低迷的同时，*ST工智于2024年5月6日起被实施退市风险警示，主要原因是2023年度财务报告及内控报告被亚太会计师事务所 出具无法表示意见和否 ...

Core Viewpoint - The company reported strong financial performance for 2024, with significant revenue and profit growth driven by core customer vehicle launches and an expanding market for new energy vehicles [1][2]. Financial Performance - In 2024, the company achieved revenue of 4.2 billion, a year-on-year increase of 63%, and a net profit attributable to shareholders of 610 million, up 99% year-on-year [1]. - In Q4 2024, revenue reached 1.37 billion, reflecting a 52% year-on-year increase and a 20% quarter-on-quarter increase, while net profit was 250 million, up 93% year-on-year and 81% quarter-on-quarter [1]. - The company’s gross profit margin for 2024 was 28%, an increase of 2 percentage points year-on-year, and the net profit margin was 15%, up 3 percentage points year-on-year [2]. Customer and Market Dynamics - Key customers include Li Auto, Seres, and Xpeng Motors, with expectations of continued revenue growth as these customers launch new models [1]. - Domestic new energy vehicle sales reached 12.87 million in 2024, a 36% year-on-year increase, with significant sales growth from Xpeng (190,000 units, +34%), Li Auto (500,000 units, +33%), and Seres (430,000 units, +183%) [1]. Production and Capacity Expansion - The company is expanding its production capacity with new projects and has a robust order book, which is expected to support long-term growth [2]. - The company is enhancing its manufacturing capabilities across various processes, including stamping, injection molding, and integrated die-casting, which will facilitate entry into the white body sector [2]. Profitability Outlook - The company is projected to see continued profit growth due to existing core customer demand and the introduction of new products, with net profits forecasted at 860 million, 1.12 billion, and 1.34 billion for 2025-2027, corresponding to PE ratios of 14, 11, and 9 [3].