"我们这次带来了20家越南采购商，他们的采购需求涵盖包装材料、自动化生产线、农业机械、AI机器人等等，期待与大家见面。" 1月8日—9日，"粤链全 球，工赋四海"全球采供对接会在广州举办，越南工商会胡志明市分会国际副主任何玉征（Ho Ngoc Vinh）在现场热情邀约："希望在这里找到长期合作的供 应商。" 作为广东省2026年"粤贸全球"系列活动的开年首秀，本次对接会汇聚了来自越南、印尼、巴西等地的超百名国际采购商及780家中国外贸企业，拉开了新年 广东外贸冲刺"开门红"的序幕。 现场，带着明确采购清单的采购商们与中国供应商面对面洽谈，这场高效对接会，不仅关乎即时订单，更意在为外贸企业铺设全年乃至更长期的合作通道。 面对海外采购团带来的真金白银的订单与长期合作的橄榄枝，中国企业需要如何把握机遇？ 1 导致大事 TTP T 98 - 17-27 t k CBGGI "在中美经贸关系与全球产业链重构的背景下，传统外贸模式面临挑战，中国企业必须开辟新增长路径。"米奥兰特国际会展总裁方欢胜在发言中表示，以东 盟、拉美为代表的"全球南方"市场正成为新引擎，而机电产品是其中的"新质增长点"。他认为，企业必须完成从"产品 ...

1月6日，浙海德曼盘中下跌2.03%，截至10:13，报94.50元/股，成交3370.80万元，换手率0.32%，总市 值105.16亿元。 截至10月31日，浙海德曼股东户数5575.00，较上期增加0.00%；人均流通股19960股，较上期增加 0.00%。2025年1月-9月，浙海德曼实现营业收入6.08亿元，同比增长11.71%；归母净利润3088.77万元， 同比增长78.18%。 分红方面，浙海德曼A股上市后累计派现1.40亿元。近三年，累计派现9644.21万元。 机构持仓方面，截止2025年9月30日，浙海德曼十大流通股东中，鹏华碳中和主题混合A（016530）位 居第十大流通股东，持股214.07万股，为新进股东。 责任编辑：小浪快报 资金流向方面，主力资金净流出208.78万元，大单买入266.43万元，占比7.90%，卖出475.21万元，占比 14.10%。 浙海德曼今年以来股价跌2.44%，近5个交易日涨3.43%，近20日跌17.11%，近60日跌21.43%。 资料显示，浙江海德曼智能装备股份有限公司位于浙江省玉环市沙门滨港工业城长顺路45号，成立日期 1993年3月17日，上 ...

行业人士介绍，从技术演进来看，液冷已进入规模化应用的关键节点。在英伟达体系中，2025年搭载372卡及以上的整机柜服务器已100%配置液冷，标志着 液冷技术从"可选"正式变为"必选"。与此同时，Meta、谷歌、亚马逊等科技巨头同样加速液冷布局，其中Meta2025年推出的产品基本以整机柜形式出货，液 冷渗透率预计达到100%，谷歌、亚马逊的自研芯片下一代产品也将全面采用液冷架构。 "随着英伟达GB300放量及后续Vera Rubin平台的加速落地，液冷产业正经历关键的阶段转换：从以概念和预期验证为主导的'第一发展阶段'，进入以订单确 认、产能落地和业绩兑现为核心的'第二发展阶段'。"国盛证券通信行业首席分析师宋嘉吉表示。 新华财经上海12月26日电（谈瑞 周子涵） AI产业链的热度持续蔓延至细分赛道。截至12月25日收盘，新华出海制造指数成份股快克智能（603203）股价报 收37.48元，周内累计上涨22.89%，大幅跑赢同期工控设备相关指数。 这家以精密制造设备为核心业务的企业，股价强势表现的背后，是液冷产业的加速崛起与中国企业在全球赛道上的突围进程。作为AI服务器散热的核心解 决方案，液冷技术正从"可选 ...

12月19日，浙海德曼跌5.3%，截至发稿，报85.12元/股，成交1.98亿元，换手率2.03%，总市值94.72亿 元。 资料显示，浙江海德曼智能装备股份有限公司位于浙江省玉环市沙门滨港工业城长顺路45号，成立日期 1993年3月17日，上市日期2020年9月16日，公司主营业务涉及数控车床研发、设计、生产和销售。主营 业务收入构成为：高端型数控车床70.99%，普及型数控车床12.36%，自动化生产线12.34%，配件及其 他2.67%，并行复合加工中心1.64%。 从基金十大重仓股角度 数据显示，易米基金旗下1只基金重仓浙海德曼。易米开泰混合A（015703）三季度持有股数1.64万股， 占基金净值比例为4.3%，位居第九大重仓股。根据测算，今日浮亏损失约7.81万元。 易米开泰混合A（015703）成立日期2022年11月8日，最新规模3813.98万。今年以来收益18.05%，同类 排名4326/8098；近一年收益16.22%，同类排名4454/8067；成立以来亏损8.64%。 易米开泰混合A（015703）基金经理为贺文奇。 截至发稿，贺文奇累计任职时间2年351天，现任基金资产总规模783 ...

Group 1 - The company, Chenyi Intelligent, currently does not have any humanoid robot-related business [2] - The company is focused on creating an industry-leading intelligent and automated production base [2] - The company has established an "Automation Products Department" dedicated to the research and manufacturing of industrial automation robot systems and automated production lines [2]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司在机器人领域有涉及吗？ 辰奕智能（301578.SZ）12月8日在投资者互动平台表示，公司暂无人形机器人相关业务，公司致力于打 造业内领先的智能化、自动化生产基地，公司设置有"自动化产品部"，进行研发制造工业自动化机器人 系统和自动化生产线。 ...

Investment Rating - The report assigns a "Buy" rating for the company, indicating a potential upside in the stock price [7]. Core Insights - The company specializes in advanced products such as five-axis CNC machine tools, with a strong foothold in the aerospace sector and ongoing expansion into medical and semiconductor fields. The diversification of its customer base is increasing [7]. - The company is developing axial flux motors, which are expected to create a new growth curve due to their advantages in power and torque density, making them suitable for applications in electric vehicles and robotics [7]. - Revenue for the first three quarters of 2025 reached RMB 400 million, a year-over-year increase of 5.0%, while net profit was RMB 60 million, a decrease of 11.5% year-over-year, primarily due to slower overseas revenue growth and stock incentive costs [7]. Financial Summary - The company forecasts net profits of RMB 120 million, RMB 170 million, and RMB 210 million for 2024, 2025, and 2026, respectively, with year-over-year growth rates of -8%, +40%, and +27% [9]. - Earnings per share (EPS) are projected to be RMB 0.90, RMB 1.25, and RMB 1.59 for the same years, with corresponding price-to-earnings (P/E) ratios of 65, 47, and 37 [9]. - The company’s revenue is expected to grow from RMB 628 million in 2024 to RMB 997 million in 2026, reflecting a strong upward trend in sales [11].

Group 1 - Zhejiang Haideman Intelligent Equipment Co., Ltd. experienced a decline of 5.02% on November 3, with a stock price of 107.21 CNY per share and a total market capitalization of 11.93 billion CNY [1] - The company, established on March 17, 1993, specializes in the research, design, production, and sales of CNC lathes, with high-end CNC lathes accounting for 70.99% of its main business revenue [1] - The revenue composition also includes popular CNC lathes at 12.36%, automated production lines at 12.34%, parts and others at 2.67%, and parallel composite processing centers at 1.64% [1] Group 2 - Yimi Fund has a significant holding in Zhejiang Haideman, with the Yimi Kaitai Mixed A Fund (015703) holding 16,400 shares, representing 4.3% of the fund's net value, ranking as the ninth largest holding [2] - The fund has reported a floating loss of approximately 93,000 CNY as of the latest data [2] - Yimi Kaitai Mixed A Fund was established on November 8, 2022, with a current scale of 38.14 million CNY and has achieved a year-to-date return of 25.51% [2]

Core Viewpoint - 瑞鹄模具's stock performance shows a mixed trend with a year-to-date increase of 9.02%, but a decline over the last 60 days of 8.75% [1] Financial Performance - For the first half of 2025, 瑞鹄模具 achieved revenue of 16.62 billion yuan, representing a year-on-year growth of 48.30%, and a net profit attributable to shareholders of 2.27 billion yuan, up 40.33% year-on-year [2] Shareholder Information - As of September 30, 瑞鹄模具 had 27,800 shareholders, an increase of 12.07% from the previous period, with an average of 7,526 circulating shares per shareholder, a decrease of 10.77% [2] - The company has distributed a total of 2.54 billion yuan in dividends since its A-share listing, with 1.81 billion yuan distributed over the last three years [3] Stock Market Activity - On October 20, 瑞鹄模具's stock price was 37.45 yuan per share, with a trading volume of 74.77 million yuan and a turnover rate of 0.96% [1] - The stock has appeared on the龙虎榜 once this year, with a net buy of 7.85 million yuan on May 9 [1] Institutional Holdings - As of June 30, 2025, 诺安先锋混合A was the fifth largest circulating shareholder, increasing its holdings by 671,900 shares [3]

Group 1 - Zhejiang Haideman Intelligent Equipment Co., Ltd. experienced a decline of 5.08% on October 16, with a stock price of 111.40 CNY per share and a total market capitalization of 12.397 billion CNY [1] - The company, established on March 17, 1993, specializes in the research, design, production, and sales of CNC lathes, with its main revenue sources being high-end CNC lathes (70.99%), popular CNC lathes (12.36%), automated production lines (12.34%), parts and others (2.67%), and parallel composite processing centers (1.64%) [1] Group 2 - Huaxia Fund has a significant holding in Zhejiang Haideman, with the Huaxia Panrui One-Year Open Mixed A Fund (009837) increasing its position by 6,827 shares in the second quarter, making it the largest holding at 5.63% of the fund's net value [2] - The Huaxia Panrui One-Year Open Mixed A Fund, established on December 22, 2020, has a current scale of 104 million CNY and has achieved a year-to-date return of 50.69%, ranking 804 out of 8,161 in its category [2]