中证报中证网讯（王珞）11月27日，"2025世界智能制造大会"在南京举行。大会现场，全国首 批"领航级智能工厂"培育名单揭晓，杭州海康威视数字技术股份有限公司（以下简称"海康威视"）"物 联感知产品大规模个性化定制智能工厂"成功入选。大会上，包括海康威视在内的15家首批入选企业共 同发起了领航行动计划联合倡议。 作为智能工厂梯度培育行动的最高级别，领航级智能工厂培育工作于2025年首次启动，由工业和信 息化部、国家发展改革委、财政部、国务院国资委、市场监管总局、国家数据局六部门联合开展培育和 认定，旨在探索未来制造新形态，打造具有全球领先水平的智能制造标杆。 公司表示，从安防到智能物联，海康威视所服务的市场始终高度碎片化，公司的产品与服务覆盖90 多个子行业，再细分下来有数百个具体场景，每一个细分领域的需求各不相同，即便同一行业，客户需 求也各有差异。千行百业的差异化市场需求反映到生产端，形成了"多品种、小批量、大规模定制"的生 产特点。2024年海康威视智能工厂年产2.56亿台智能物联产品，硬件产品型号达3万余种，工厂日均需 处理订单1万个，每个订单平均只有约40台。 面对这种生产特点带来的巨大挑战，海康 ...

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]

主题大会上，还举行了新一届国家智能制造专委会聘任仪式，重磅发布2025智能制造系列蓝皮书、2025 年度世界及中国智能制造十大科技进展、全球智能制造合作发展倡议等一系列创新成果，为全球智能制 造未来发展提供智力支持和方向指引。 作为与大会同期举办的市场化展览，世界智能制造博览会总面积为5.5万平方米，设置机器人、智能工 厂、工业软件与系统解决方案以及智能装备四大展馆，并首次设置国际展区，吸引来自德国、美国、丹 麦、瑞典、韩国、瑞士、法国、荷兰等21个国家和地区的456家企业参展。展览期间还将举办一系列金 融路演、新品发布、技术交流、产教合作等专场活动，助力产业链上下游供需对接、合作共赢。 扬子晚报网11月27日讯（记者 闫春旭 张可）11月27日，2025世界智能制造大会在南京开幕。大会以"数 智驱动 新质领航"为主题，举办1场主题大会、1场市场化展览、12场专题活动、16场同期产业生态活 动。大会现场，我国首批15家领航级智能工厂名单公布并集体亮相，其中江苏的徐工、南钢成功入选。 领航级智能工厂是当前工业和信息化部等六部门正在实施的"智能工厂梯度培育行动"中探索培育的最高 层级，主要聚焦数字化转型、网络化协 ...

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]

Q&A 近期计算机板块的关注度为何提升？ 近期计算机板块的关注度提升主要源于几方面因素。首先，行业内一些重大事 件和创新引发了广泛讨论。例如，谷歌发布了 Gemini 3，这被专家称为"断 层式的创新"，对行业产生了深远影响。此外，阿里巴巴推出的灵光应用和千 问 APP 的数据快速增长，也推动了市场对 AI 应用的关注。新华社最近发表的 一篇文章探讨了中国 AI 应用为何能迅速涌现，这也进一步激发了市场兴趣。即 将到来的字节跳动原动力大会预计也会带来更多关于 AI 链条的新信息。 您如何看待当前计算机板块的发展趋势？ 我们一直非常看好 AI 应用的发展前景。目前，我们正处于计算机板块过去 23 年技术驱动下第三段大行情的前半段。从历史来看，每一轮大的行情都是由技 术驱动的，例如 2013-2015 年的互联网技术、2018-2020 年的云计算技术， 阿里巴巴 C 端应用表现突出，"灵光"APP 下载量激增，远超 ChatGPT 初期表现，"千问"项目旨在打造未来生活入口，激活阿里生 态系统。 金山软件、海康威视、福昕软件和汉德信息等公司具备较强发展潜力， 值得关注。金山软件信创业务加速，海康威视基本面拐点显 ...

11月26日，在由中国证券报、中国国新主办，国新证券承办，苏州工业园区城市发展研究院全面战略支 持的2025年金牛企业可持续发展论坛暨第三届国新杯·ESG金牛奖颁奖典礼上，ESG金牛奖百强、ESG卓 越央企金牛奖、ESG碳中和金牛奖、ESG科技引领金牛奖、ESG治理金牛奖、ESG乡村振兴金牛奖及 ESG新锐金牛奖七项奖项获奖名单揭晓。 其中，建设银行、美的集团（000333）、海康威视（002415）、海尔智家（600690）、赛力斯 （601127）及金山办公等114家公司荣获ESG金牛奖百强。航发动力（600893）、保利发展 （600048）、长电科技（600584）、桂冠电力（600236）、中钨高新（000657）及华润三九（000999） 等62家央企公司荣获ESG卓越央企金牛奖。 隆基绿能（601012）、华电国际（600027）、金发科技（600143）、上纬新材、五矿资本（600390）及 雅化集团（002497）等36家公司荣获ESG碳中和金牛奖。中微公司、北方稀土（600111）、科大讯飞 （002230）、领益智造（002600）、龙芯中科及恺英网络（002517）等26家公司荣获ES ...

证券之星消息，11月25日，深证国企股东回报（970064）指数报收于1612.77点，涨0.73%，成交201.24 亿元，换手率0.78%。当日该指数成份股中，上涨的有33家，中材科技以10.01%的涨幅领涨，下跌的有 12家，中信特钢以2.97%的跌幅领跌。 深证国企股东回报（970064）指数十大成份股详情如下： 资金流向方面，深证国企股东回报（970064）指数成份股当日主力资金净流入合计4.25亿元，游资资金 净流出合计1.07亿元，散户资金净流出合计3.19亿元。成份股资金流向详情见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002080 中材科技 | | 2.10 Z | 18.77% | -9955.69万 | -8.91% | -1.10 Z | -9.86% | | 000568 泸州老窖 | | 9154.24万 | 9.57% | -3843.95万 | -4.02% | -5 ...

本报讯 （记者邬霁霞）11月24日，杭州海康威视数字技术股份有限公司（以下简称"海康威视"）公众 号发布消息称，峨眉山景区与海康威视携手，应用物联感知、AI大模型等技术，升级智慧景区建设。 从智能安全监测到雨情预警联动，从美景视频直播到精准服务响应，科技正悄然融入登山步道、古寺檐 角与山水之间。 遇上汛期，海康威视在峨眉山景区布置的水位智能监测系统通过上下游雨情预警联动，让安全提醒更 快、更及时。其中，水尺观测球机能精准监测水位变化，一旦上游水位超标，系统将立即弹出预警，并 将信息传递到下游各个点位，实现跨区域、秒级协同响应，让应急措施"跑"在险情前面。 此外，随着温湿度传感器、海康威视野保相机等科技"巡护员"的加入，峨眉山文物保护和自然资源管理 正在走向精细化、智能化。为了让更多游客欣赏到自然奇观，峨眉山景区还推出了视频直播服务。 未来，海康威视将持续助力峨眉山景区深入探索科技与文旅的融合之路，营造更加智慧、安全、畅通、 有序、舒心的旅游环境，让游客更好地领略和体验峨眉风光，收获与自然、人文互动的美好记忆，也为 智慧文旅建设提供"峨眉山样板"。 （文章来源：证券日报） "海康威视大模型技术的引入，使游客误入 ...

Investment Rating - The report recommends a positive investment outlook on the AI-enabled manufacturing sector, particularly focusing on industrial software and automation companies that facilitate the digital transformation of lighthouse factories [3]. Core Insights - The report emphasizes that lighthouse factories are evolving into key carriers of new productivity and industrialization, driven by AI and the "14th Five-Year Plan" [1]. - It highlights the significant role of domestic industrial software and automation vendors in this ecosystem, which are becoming the core driving force behind the development of lighthouse factories [1]. Summary by Sections 1. From Technical Benchmark to Ecological Leadership - Lighthouse factories are recognized as the most advanced factories globally, representing the highest level of smart manufacturing [7]. - The focus of lighthouse factories has shifted from single-point applications of Industry 4.0 to comprehensive operational upgrades, emphasizing customer-centricity, production efficiency, supply chain resilience, sustainability, and talent development [10][12]. - The application of AI technologies is increasingly significant, with generative AI and predictive maintenance technologies notably reducing defect rates, energy consumption, and production cycles [16]. 2. Policy and AI Dual Empowerment - National policies are driving the rapid development of lighthouse factories, with a focus on digitalization, networking, intelligence, and green development [35]. - As of September 2025, China has 85 lighthouse factories, accounting for 42.29% of the global total, showcasing its leadership in this sector [20][22]. - The distribution of lighthouse factories in China shows a trend of coastal concentration with inland regions catching up, supported by local government initiatives [39][42]. 3. Domestic Industrial Software and Automation Vendors as Key Drivers - Hikvision is highlighted for its "Hikvision Guanlan" model, which empowers smart IoT scenarios and supports the transformation of leading factories into lighthouse factories [54]. - The report discusses the significant advancements made by various companies, including Dahua Technology, Zhongkong Technology, and others, in enhancing supply chain collaboration and digital transformation [54][56].

中国全屋智能行业营收变动呈增长态势 从中国全屋智能行业代表性企业的营收情况均值变动情况来看，2020-2024年，中国全屋智能行业代表 性上市企业营收整体呈增长态势，2024年营收显著增长至2118.53亿元，增长率回升至10.6%;2025年上 半年营收为1166.91亿元。整体来看，行业营收规模持续扩大，不过增长率在2021年高增长后有所波 动，反映出行业在发展过程中既具备市场扩张的动力，也面临着增长节奏调整的情况，头部企业如海尔 智家、美的集团等的经营表现共同推动了行业营收的变化，同时也体现出全屋智能行业在技术迭代、市 场竞争等因素影响下的发展态势。 转自：前瞻产业研究院 行业主要上市公司：海尔智家(600690)、美的集团(000333)、格力电器(000651)、小米集团(01810)、石 头科技(688169)。 本文核心内容：中国全屋智能行业营收变动;中国全屋智能行业销售毛利率; 本文章选取全屋智能行业代表性上市企业包括海尔智家(600690)、美的集团(000333)、格力电器 (000651)、小米集团(01810.HK)、阿里巴巴(09988)、石头科技(688169)、海康威视(0024 ...