证券代码：603019 证券简称：中科曙光 公告编号：2025-051 曙光信息产业股份有限公司 关于签署合作开发框架协议暨关联交易的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 曙光信息产业股份有限公司（以下简称"公司"）与中科星图股份有限公司 （以下简称"中科星图"）于 2025 年 7 月 8 日签署《合作开发框架协议》。 该协议的签署确立了双方战略合作伙伴关系，具体的合作事项将以另行签署 的具体业务合作协议为准。 ? 本次签署合作协议事项构成关联交易，本合作协议为总体性框架协议，不涉 及具体金额，无需提交公司董事会及股东大会审议，未构成《上市公司重大 资产重组管理办法》中规定的重大资产重组，交易实施不存在重大法律障碍。 ? 本合作协议为双方就合作事项达成的意向性约定，预计不会对公司本年度财 务状况及经营业绩构成重大影响，对未来年度财务状况及经营业绩的影响需 视具体项目的推进和实施情况而定。 ? 本次合作协议履行过程中可能面临市场和政策变化、不可抗力等因素影响， 双方后续的合作以另行签署的业务 ...

长江商报奔腾新闻记者 沈右荣 国内领先的数字化转型服务提供商赛意信息（300687.SZ）决心加码研发。 6月9日晚间，赛意信息发布公告，公司拟投资约3.3亿元建设赛意信息全球研发中心，预计建设周期为 30个月。公司董事会授权公司经营管理层办理本次投资项目相关手续。 顺应市场形势积极进行产业及服务转型升级，是赛意信息的特征。公司称，历经近20年发展，公司已从 最初的ERP实施服务公司逐步转型为工业软件践行者和企业数智化赋能者，形成了覆盖企业数字化全生 命周期的完整产品和服务体系。 公告显示，赛意信息全球研发中心项目选址佛山市顺德区，资金来源为自筹资金。2024年7月，公司已 经以2579万元的对价取得项目用地。 对于投资建设全球研发中心项目，赛意信息称，全球研发中心承载赛意工业数字化研究院、工业互联网 平台的研发业务、基于IPD体系的产品研发业务，致力组建博士后科研工作站、工业互联网创新中心。 公司本次投资建设符合公司主营业务发展战略，项目建成后将进一步扩大公司的研发团队规模，增强公 司研发实力和研发效率，切实提高公司综合竞争力和抗风险能力。 赛意信息成立于2005年，是一家专业的企业信息化管理软件解决方案及 ...

Investment Rating - The investment rating for the company is "Accumulate" (maintained) [3] Core Viewpoints - The company, Jikang Instruments, is a leading player in the domestic intelligent safety monitoring sector, comparable to the overseas leader Keyence. The company has shown steady growth in recent years, with a Q1 2025 net profit of 20 million yuan, representing a 44.91% increase year-on-year. Revenue for the same period reached 78 million yuan, up 19.07% year-on-year [5][20]. - The company is expected to benefit from the accelerating infrastructure development in the energy and water conservancy sectors, which will drive demand for safety monitoring solutions. The company continues to invest in R&D, with new products like the machine vision deformation monitoring system gaining traction in various industries [6][7]. Summary by Relevant Sections Company Overview - Jikang Instruments, established in 1998, is one of the largest suppliers of outdoor safety monitoring instruments and system solutions in China. The company is recognized as a national high-tech enterprise and a "specialized and innovative" small giant enterprise [20][21]. Product Offerings - The company's main products include intelligent monitoring terminals (precision sensors and smart data acquisition devices) and safety monitoring IoT solutions. These products are widely applied in various sectors, including energy, water conservancy, transportation, smart cities, and geological disaster monitoring [21][22]. Financial Performance - In Q1 2025, the company achieved a revenue of 78 million yuan and a net profit of 20 million yuan. The company maintains its profit forecasts for 2025-2026 and has added a forecast for 2027, expecting net profits of 89 million, 103 million, and 116 million yuan for the years 2025, 2026, and 2027, respectively [5][6]. Industry Outlook - The energy sector is expected to see long-term growth, driven by the development of hydropower, nuclear power, and wind power. The water conservancy sector is also expanding, with significant investments planned for the reinforcement of dams and reservoirs [6][7]. Competitive Positioning - Jikang Instruments is positioned to compete with Keyence, a global leader in industrial automation. The company’s machine vision products have high gross margins and are increasingly being adopted in various applications, indicating a strong potential for market share growth [7][8].

Investment Rating - The investment rating for the company is "Accumulate" (maintained) [3]. Core Views - The company, Jikang Instruments, is a leading player in the domestic intelligent safety monitoring sector, comparable to the overseas leader Keyence. The company has shown steady growth in recent years, with a Q1 2025 net profit of 20 million yuan, representing a 44.91% increase year-on-year. Revenue for the same period reached 78 million yuan, up 19.07% [5][20]. - The company is expected to benefit from the accelerating infrastructure development in the energy and water conservancy sectors, which will drive demand for safety monitoring solutions. The company has a strong focus on R&D, with new products like the machine vision deformation monitoring system gaining traction in various industries [6][7]. Summary by Sections Company Overview - Jikang Instruments, established in 1998, is one of the largest suppliers of outdoor safety monitoring instruments and system solutions in China. The company is recognized as a national high-tech enterprise and a "little giant" enterprise in Beijing, specializing in precision sensors, data collectors, and intelligent sensing terminals [20][21]. Product Offerings - The company's main products include intelligent monitoring terminals (precision sensors and intelligent data collection devices) and safety monitoring IoT solutions. These products are widely applied in various sectors, including energy, water conservancy, transportation, smart cities, and geological disaster monitoring [21][22]. Industry Insights - The energy sector is expected to see long-term growth, particularly in hydropower, nuclear power, and wind power, which will drive the company's performance. The water conservancy sector is also expanding, with significant investments planned for the reinforcement of dams and reservoirs [6][7]. Competitive Positioning - Jikang Instruments is positioned against Keyence, a global leader in industrial automation. The company aims to leverage the high-margin attributes of machine vision products and capitalize on the trend of domestic substitution in the market [7][18]. Financial Projections - The company forecasts net profits of 89 million yuan, 103 million yuan, and 116 million yuan for 2025, 2026, and 2027, respectively. Corresponding EPS estimates are 0.53 yuan, 0.62 yuan, and 0.70 yuan per share, with P/E ratios of 31.7, 27.5, and 24.4 times [5][6].

巨亏11亿元，无法按期归还募集资金的瀚川智能"急眼"了，对宁德时代发起讨债诉讼！ 5月23日晚间，瀚川智能（688022.SH）发布公告称，公司与宁德时代（300750.SZ）及其子公司时代电 服和时代骐骥就换电站先后签署多份合同及订单，公司按照合同及订单约定履行了交货、安装调试等义 务，宁德时代及子公司将设备投入运营，却未按照合同及订单约定履行相对应的付款义务，其拖延付款 的行为已构成严重违约。 瀚川智能在公告中表示，为维护公司的合法权益及股东利益不受侵害，公司依据相关法律法规向人民法 院提起诉讼，并于近日收到厦门市同安区、思明区等法院和福州仲裁委员会出具案件受理通知。 瀚川智能还表示，上述事项不会对公司日常经营造成重大影响，本次诉讼为公司因被侵害利益而主动提 请的诉讼，是公司为维护自身合法权益进行的正当举措，公司继续采取积极措施，维护公司自身合法权 益。 公告显示，涉案合计金额为6087.99万元。南财快讯记者注意到，瀚川智能2024年年报显示，其对宁德 时代的应收账款期末余额为5925.56万元，这与本次诉讼金额基本对得上。 公司已成立催收小组要账 瀚川智能此前曾多次提及催收要账一事。 4月28日晚间， ...

建设工业集团（云南）股份有限公司 投资者关系活动记录表 编号：2025-005 投资者关系 活动类别 □ 特定对象调研 □ 分析师会议 □ 媒体采访 ■ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 □ 其他 （投资者说明会） 参与单位名称 线上参与 2024 年度云南辖区上市公司投资者网上集体接待日活 动的投资者 时间 2025 年 5 月 16 日（星期五）下午 16:00~17:00 地点 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） 采用网络远程的方式召开业绩说明会 上市公司 接待人员姓名 总会计师：薛刚毅 董事会秘书：蒋伟 董事办/证券管理部副部长：赵瑞龙 证券事务员：邓晓霞 投资者关系活动 主要内容介绍 1、公司的战略性新兴业务如钛合金、粉末冶金等产品技术 含量高，但市场拓展尚需时间。请问新兴业务的研发进展、市场 推广情况以及未来能否为公司带来新的利润增长点 尊敬的投资者，您好！公司新兴产业主要涵盖民用枪、反恐 防暴、训练系统、光电信息融合装备、高端钛合金制品、高强度 粉末冶金制品、提供绿色镀膜涂层解决方案及服务等，目前营收 占比较小。感谢您的关注！ 2、 ...