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东富龙:提升产品智能化,赋能制药装备新发展
Quan Jing Wang· 2025-09-19 12:09
公开资料显示,东富龙是一家为全球制药企业提供制药工艺、核心装备、系统工程整体解决方案的综合 性制药装备服务商。 公司董事长兼总经理郑效东表示,随着技术不断进步,制药装备越来越倾向于自动化和智能化,自动化 生产线、智能控制系统等技术的应用可以提高生产效率、降低人工成本, 并且有助于确保产品质量的 一致性和稳定性。公司可以为客户提供MES、WMS、QMS、SCADA等各类信息化系统软件,为客户 提供智能制造整体解决方案。 东富龙(300171)(300171)2025年上海辖区上市公司集体接待日暨中报业绩说明会于9月19日举行。 ...
调研速递|东富龙接受广大投资者调研,聚焦股价、业务布局等要点
Xin Lang Zheng Quan· 2025-09-19 11:48
台"(https://ir.p5w.net)以网络远程的方式召开业绩说明会,众多投资者通过"全景•路演天 9月19日15:00 - 17:00,东富龙科技集团股份有限公司通过全景网"投资者关系互动平 下"(http://rs.p5w.net)参与此次活动。东富龙董事长兼总经理郑效东先生、独立董事张爱民先生、财务 总监陆德华先生、董事会秘书兼副总经理王艳女士接待了投资者。 关于烟台赛博生物科技有限公司,东富龙在其中股权占比20%,属参股性投资,不参与实际经营。而控 股公司伯豪生物目前提供的服务主要包括芯片基等各类信息化系统软件,未提及进军脑机接口芯片领 域。 产品反馈方面,作为国内制药装备头部企业,东富龙产品技术含量与智能化程度处于行业前列,在客户 不同应用场景中有良好表现。随着技术进步,制药装备趋于自动化和智能化,公司可为客户提供 MES、WMS、QMS、SCADA等信息化系统软件及智能制造整体解决方案。 声明:市场有风险,投资需谨慎。 本文为AI大模型基于第三方数据库自动发布,任何在本文出现的信 息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成 个人投资建议。受限于 ...
东富龙(300171) - 300171东富龙2025年上海辖区上市公司集体接待日暨中报业绩说明会20250919
2025-09-19 11:08
| 化水平的提升,为客户提供更好的产品及服务。 | | --- | | 3、公司有无考虑采用设备入股或租用等创新方式来提升制药设备的 | | 市场份额? | | 答:尊敬的投资者,您好!公司通过内生和外延并购的方式积极布 | | 局产业来提升制药装备的市场份额,公司会考虑您提及的模式或者 | | 市场的其他创新模式。感谢您的关注及建议。 | | 4、股价如此低迷,是否应向之前的定增发行对象进行补偿 | | 答:尊敬的投资者,您好!定增发行价格符合再融资发行的规定。 | | 目前,公司按照业务发展规划积极布局、针对客户的新需求开发新 | | 产品,在市场端积极获取国内外客户的订单、并高质量完成生产与 | | 交付,争取取得优秀的经营业绩,回报所有股东。 | | 5、上半年制药装备业务在生物药或疫苗生产领域的订单增长情况如 | | 何? | | 答:尊敬的投资者,您好!制剂装备与生物工艺板块是公司重要战 | | 略板块,公司积极布局这两大板块以提升市场份额及占有率。关于 | | 制药装备行业短期、中长期的发展趋势可参见公司半年度报告"管理 | | 层讨论与分析"。 | | 6、医疗健康领域的新业务拓展对营收贡献占 ...
PTC Unveils Arena SCI for Resilient Product Development
ZACKS· 2025-06-27 15:06
Core Insights - PTC Inc. has launched Arena Supply Chain Intelligence (SCI), an AI-driven solution that enhances its Arena PLM and QMS offerings by providing real-time component risk monitoring and smarter sourcing decisions from the product design phase [1][9]. Group 1: Product Features and Benefits - Arena SCI continuously monitors electronic components across bills of materials, identifying risks from changing supply conditions and suggesting alternative parts to mitigate issues before they escalate [2]. - The solution is powered by Accuris, which provides comprehensive and up-to-date electronic component data, allowing professionals to balance performance, cost, and availability in their component portfolios [3]. - Companies like Universal Audio are already benefiting from Arena SCI, reflecting a trend where development teams face pressure to innovate quickly amid challenging sourcing conditions [4]. Group 2: Strategic Positioning and Market Impact - Arena SCI is part of PTC's broader strategy to transform product development through cloud-native solutions, integrating seamlessly with Onshape, PTC's CAD and PDM platform, to enhance cross-functional collaboration [5]. - Since its acquisition by PTC, Arena has accelerated its product roadmap with over 16 major releases and expanded into new global markets, gaining trust from nearly 1,500 manufacturers [7]. - Tools like Arena SCI not only help mitigate risks but also enable companies to seize opportunities in a competitive marketplace as global supply chains evolve [8]. Group 3: Financial Considerations - PTC's frequent acquisitions have increased integration risks and impacted its balance sheet, with goodwill and acquired intangible assets totaling approximately $4.3 billion, representing about 70% of total assets [8]. - As of March 31, 2025, PTC's total debt was $1.39 billion, with a debt-to-capital ratio of 0.29, higher than the industry average of 0.19, indicating elevated financial risk [10].