Core Points - The first batch of leading intelligent factories in China has been officially announced, marking a significant leap towards intelligent manufacturing [1] - A total of 15 leading intelligent factories have been recognized, covering key industries such as equipment manufacturing, raw materials, electronic information, and consumer goods [1] - The Ministry of Industry and Information Technology stated that these factories integrate new-generation information technology, advanced manufacturing technology, and lean management concepts, representing the highest standards of intelligent manufacturing in China [1] Group 1 - The list of intelligent factories includes notable companies such as China Petroleum & Chemical Corporation and CNOOC (China National Offshore Oil Corporation) [1] - The 2025 cultivation list for leading intelligent factories features projects from various companies, including Baoshan Iron & Steel Co., Ltd. and Shanghai Aerospace Equipment Manufacturing Co., Ltd. [2] - The projects focus on advanced manufacturing techniques, such as high-end green silicon steel production and agile delivery of mobile cranes [2] Group 2 - Recent data indicates that over 7,000 advanced intelligent factories have been established in China [3] - Upgrades to hundreds of intelligent factories have resulted in an average reduction of product development cycles by 29%, an increase in production efficiency by nearly 22%, and a decrease in carbon emissions by approximately 20% [3]

Core Insights - The 2025 World Intelligent Manufacturing Conference opened in Nanjing, focusing on "Digital Intelligence Driving New Quality Leadership" [1] - The conference announced the first batch of 15 leading intelligent factories in China, including XCMG and Nanjing Steel, as part of a national initiative to promote digital transformation and intelligent manufacturing [1][2] - The event featured a market exhibition covering 55,000 square meters, showcasing innovations from 456 companies across 21 countries, emphasizing international collaboration in intelligent manufacturing [2][3] Group 1: Intelligent Factories - The 15 leading intelligent factories span key industries such as equipment manufacturing, raw materials, electronic information, and consumer goods, demonstrating the breadth and depth of China's intelligent manufacturing [2] - XCMG has improved global customization capabilities through AI-driven R&D and manufacturing, reducing order delivery cycles by 55% [2] - Nanjing Steel achieved a 98.5% on-time delivery rate for customized special steel production using digital twin technology and AI, with a 50% reduction in new product development cycles compared to traditional methods [2] Group 2: Conference Highlights - The conference included the appointment ceremony for the new National Intelligent Manufacturing Committee and the release of several key documents, including the 2025 Intelligent Manufacturing Blue Book and the top ten technological advancements in global intelligent manufacturing [2][3] - The event aims to support the development of a modern industrial system and strengthen the real economy, aligning with national strategies for high-end, intelligent, and green manufacturing [3] - The conference has been held annually since 2016, establishing itself as a high-end platform for global cooperation and showcasing the achievements of Jiangsu's manufacturing sector [3]

Core Insights - The Ministry of Industry and Information Technology, along with five other departments, has officially announced the first batch of leading intelligent factories, marking a significant leap in China's smart manufacturing from digitization and networking to intelligence [2] - A total of 15 intelligent factories have been recognized, spanning key industries such as equipment manufacturing, raw materials, electronic information, and consumer goods [2] - These leading intelligent factories integrate new-generation information technology, advanced manufacturing technology, and lean management concepts, representing the highest standards of smart manufacturing in China [2] Group 1: List of Leading Intelligent Factories - Baoshan Iron & Steel Co., Ltd.: High-end green silicon steel predictive manufacturing intelligent factory located in Shanghai [3] - Shanghai Aerospace Equipment Manufacturing Co., Ltd.: High-reliability large-scale aerospace product full-process chain intelligent factory located in Shanghai [3] - Xuzhou Heavy Machinery Co., Ltd.: Global customized agile delivery mobile crane intelligent factory located in Jiangsu [3] - Nanjing Steel Co., Ltd.: Deeply collaborative special steel personalized customization intelligent factory located in Jiangsu [3] - Sinopec Zhenhai Refining & Chemical Company: Self-executing green petrochemical intelligent factory based on global optimization located in Zhejiang [3] - Hikvision Digital Technology Co., Ltd.: Large-scale personalized customization intelligent factory for IoT perception products located in Zhejiang [3] - Weichai Power Co., Ltd.: High-end engine intelligent factory based on digital lean model located in Shandong [3] - Qingdao Haier Central Air Conditioning Co., Ltd.: Full-process customized service and smart integration intelligent factory located in Shandong [3] - Yangtze Optical Fibre and Cable Joint Stock Limited Company: Integrated intelligent factory for extreme process rod fibre cable located in Hubei [3] - Wuhan BOE Optoelectronics Technology Co., Ltd.: 10.5 generation liquid crystal panel intelligent factory driven by extreme efficiency located in Hubei [3] - Zoomlion Heavy Industry Science & Technology Co., Ltd.: Excavator shared manufacturing intelligent factory located in Hunan [3] - Gree Electric Appliances (Zhuhai Jinwan) Co., Ltd.: Full value chain Gree collaborative air conditioning intelligent factory located in Guangdong [3] - SAIC-GM-Wuling Automobile Co., Ltd.: Automotive island-style intelligent factory based on process decoupling and production line reconstruction located in Guangxi [3] - CNOOC (China) Limited Hainan Branch: "Deep Sea No. 1" smart oilfield optimized for all business processes located in Hainan [3] - Chengdu Aircraft Industrial (Group) Co., Ltd.: Flexible agile intelligent factory for advanced aviation equipment located in Sichuan [3] Group 2: Achievements in Smart Factory Construction - Currently, over 7,000 advanced intelligent factories have been established in China [3] - After upgrading and transforming hundreds of intelligent factories, the average product development cycle has been shortened by 29% [3] - Production efficiency has improved by nearly 22% on average, and carbon emissions have been reduced by nearly 20% [3]

"十四五"期间省属企业利润总额预计比"十三五"期间增长80% 25户省属企业担任19条产业链"链主" "十四五"期间，山东省属企业创造的利润总额预计比"十三五"期间增长80%！11月26日，省政府新 闻办举行新闻发布会，介绍"十四五"时期山东坚定不移做强做优做大国有企业和国有资本情况。记者在 发布会上获悉，"十四五"以来，省属国资国企经济运行保持稳中有进的良好态势，省属企业主要财务指 标均实现突破跃升，资产总额、收入总额、利润总额分别突破五万亿、两万亿、千亿元大关，在全国省 级监管企业中持续领先。 从整体规模看，2024年省属企业资产总额达5.3万亿元、营业收入达2.5万亿元、利润总额超千亿 元，较"十三五"末分别增长45%、44%、42%，在全国32个省级国资委监管企业中，不包括直辖市，山 东省属企业资产总额、营业收入均居第1位，利润总额居第2位。 截至今年9月底，山东深入实施国有企业改革深化提升行动改革任务已接近全面完成。 "十四五"期间，山东共完成6次省属企业之间的战略性重组。重组有效避免了重复建设和同质化竞 争，形成了规模效应和协同效应。省国资委二级巡视员刘福帅介绍，例如山东国惠和山东发展的重组， 两 ...

Robotics - Lingyi Zhi Zao has signed strategic cooperation agreements with several leading embodied intelligence companies to promote the hardware manufacturing of embodied robots [1] - Luxshare Precision is expected to ship 3,000 humanoid robots this year [1] Batteries - Tiannai Technology claims that single-wall products are the best choice for fast-charging batteries, with fourth-generation and pure single-wall products significantly enhancing battery rate and cycle life [1] - Ninebot reports that fluctuations in lithium carbonate prices have not directly impacted product pricing; the company has preemptively stocked multiple new electric bicycle products that meet new national standards [1] Chips - Xidi Micro has successfully integrated its high-performance power management chip products into the Meta supply chain through ODM manufacturers [1] - Silan Micro has launched four key analog chips for AI computing power [1] Electronics - BOE Technology Group indicates that the overall supply and demand in the industry is under pressure, with a forecasted decline in the shipment volume of foldable products in the second half of the year [1] - Luxshare Precision anticipates mass production of microchannel technology next year [1] - Zhihui Power, as a first-tier supplier to Google, provides mobile-related components through Foxconn and Taiwan's Compal [1] Others - Jinli Permanent Magnet holds indirect shares in Muxi Co., Ltd [1] - Chunhui Zhikong has begun bulk supply of satellite release devices to satellite manufacturers [1] - Nandu Property holds indirect shares in Yundongchu through the Saizhi Zhudragon Fund [1] - Chuangyuan Technology's subsidiary Suzhou Bearing supplies mainly needle bearing products for the commercial aerospace sector, although the supply volume is relatively small [1] - Shengyuan Environmental Protection has indirectly participated in investment in Moore Threads by subscribing to fund shares [1] - Shengyang Co., Ltd has launched full immersion liquid cooling energy storage systems and solutions into the market [1] - Weichai Power does not have a gas turbine business [1]

证券日报网讯潍柴动力（000338）11月26日在互动平台回答投资者提问时表示，SOFC产品具有广阔的 市场前景和应用领域，公司将凭借深厚的技术积累，积极顺应市场趋势，深度契合全球客户需求，持续 推进SOFC产品批量商业化落地。 ...

格隆汇11月26日丨潍柴动力(000338.SZ)在互动平台表示，公司没有燃气轮机业务，同时公司发电产品 可出口至美国、欧洲等高端市场，收入体量为非公开信息。考虑到国际贸易政策变动，建议您参考最新 关税政策文件，公司也将时刻关注并执行政策要求。 ...

每经头条（nbdtoutiao）——国开行辟谣的"人民资产"是什么？记者实探：号称投资600元80天赚8万 元！一位投资人的女儿：劝不住她，警察都拦不住 （记者 曾健辉） 每经AI快讯，潍柴动力（SZ 000338，收盘价：16.9元）发布公告称，2025年11月26日10:00-11:30，潍 柴动力接受淡马锡调研，公司王丽、李婷婷参与接待，并回答了投资者提出的问题。 2025年1至6月份，潍柴动力的营业收入构成为：交通运输设备制造业占比77.74%，农业装备占比 20.63%，其他行业占比1.62%。 截至发稿，潍柴动力市值为1473亿元。 ...

人民财讯11月26日电，潍柴动力（000338）11月26日在互动平台表示，公司没有燃气轮机业务，同时公 司发电产品可出口至美国、欧洲等高端市场，收入体量为非公开信息。 ...

证券代码：000338.SZ/2338.HK 证券简称：潍柴动力 | 未来，宽松供需格局支撑天然气价格维持在平稳、合理区间， | | --- | | 天然气重卡应用场景也将更加广泛，预计渗透率将持续走高； | | 随着政策驱动、技术升级和基础设施的不断完善，新能源重卡 | | 的市场渗透率也将有一定提升。 | | 公司看好重卡行业发展，并将积极推进在传统能源及新能 | | 源产品方面竞争力的持续提升，为市场提供多种能源形式的高 | | 效转化解决方案。 | | 2.公司 SOFC 业务发展情况介绍 | | 公司在 SOFC 领域持续深耕，通过一系列技术创新与市场布 | | 局，不断推动这一战略性新兴产业的发展。 | | 2025 年 11 月，公司与希锂斯在电池电堆层面签订了技术 | | 许可协议，这意味着公司可全面掌握电池、电堆、系统、电站 | | 的核心技术。近年来，公司聚焦 AI 数据中心、工业园区等核心 | | 场景，对标国际竞品推出新一代大功率金属支撑商业化产品， | | 在发电效率、体积功率密度、可启停次数及启动速度等方面均 | | 有显著提升，凭借性能优势已与国内外多家头部企业达成意向 | | ...