证券日报网12月18日讯创世纪（300083）在12月17日回答调研者提问时表示，为构建公司"内生式增长 和外延式发展"双轮驱动的新发展模式，公司将产业投资上升为战略高度，专门成立集团投资部负责产 业链投资业务，以整合行业资源，扩宽公司业务领域，完善产品线结构，提升公司整体竞争实力和盈利 能力。截至目前公司在高端数控机床、智能控制系统、汽车精密冲压模具等业务领域投资多家企业，这 些企业分别在高端精密五轴技术、3D打印精细加工、数控系统AI应用等方面具有显著优势。同时公司 通过产业投资与被投企业深入开展合作，整合集团优势资源给投资企业赋能，实现资源、市场、技术等 多方面协同效应。未来，公司将根据战略发展需要，围绕数控机床产业链体系，针对高端机床技术及核 心功能件等领域，继续积极寻求优秀投资标的，通过投资与并购，实现资源快速整合，突破高端数控系 统、精密功能部件等核心技术瓶颈，降低进口依赖，提升产业链自主可控能力。 ...

此外，谷歌旗下DeepMind宣布为美国能源部下属17个国家实验室科学家提供加速访问计划，允许其使用前沿AI科学模型与智能体工具。谷歌同步推出AI co- cientist系统，该工具基于Gemini平台开发，依托谷歌TPU训练，帮助科学家整合海量数据生成假设与研究方案，加速科学及生物医学发现。 由美国特朗普政府主导"创世纪计划"（Genesis Mission）近日新增24家人工智能领域企业为合作方，包括英伟达、AMD、OpenAI、微软、亚马逊AWS及谷 歌母公司Alphabet等。目前"创世纪计划"现有合作机构包括埃森哲、AMD、Anthropic、Armada、亚马逊AWS、Cerebras、CoreWeave、戴尔、DrivenData、 谷歌、Groq、HPE慧与、IBM、英特尔、微软、英伟达、OpenAI、甲骨文、Periodic Labs、Palantir、Project Prometheus、Radical AI、xAI、XPRIZE等企业及 研究机构。 其中，根据英伟达与美国能源部签署的谅解备忘录，双方将聚焦人工智能在制造业、供应链、开源AI、裂变能源、机器人技术、数字孪生、聚变能源、量 ...

上月，特朗普通过行政命令宣布启动该计划，旨在加强跨政府部门的科研统筹协调，更高效地整合AI 工具以取得更多科学突破。 Kratsios当时还指出，该计划将依托美国能源部下属国家实验室的算力资源，盘活联邦政府海量数据 （603138）集，推动更多AI驱动的实验项目开展。他预计，这项计划将有效缩短科学发现从理论到应 用的周期。 与此同时，美国政府官员也清醒认识到，AI发展所需的庞大算力依赖高能耗数据中心，因此正积极推 动新能源探索与电网升级工作。 重返白宫以来，特朗普将扶持AI产业列为施政重点，陆续宣布多项政策以简化AI设施建设审批流程、 加速技术研发。另一方面，政府着手限制州级监管规则，认为这些规定加重了企业负担。但AI批评人 士指出，联邦政府在相关监管政策制定上进展迟缓，各州层面的监管规则不可或缺，唯有如此才能及时 应对算法偏见、深度伪造内容、用户安全风险等现实问题。 据报道，24家顶尖人工智能(AI)企业已签署协议，加入美国联邦政府发起的"创世纪（300083）计划"。 这项由特朗普政府推动的举措，旨在推动新兴AI技术在科学探索与能源项目领域的应用落地。 白宫一份声明显示，OpenAI、微软(MSFT.US ...

(本文来自第一财经) 24家顶尖人工智能公司已签署加入美国政府的"创世纪计划"（Genesis Mission），这是特朗普政府推动 将新兴人工智能技术用于科学发现和能源项目的一项举措。根据白宫声明，OpenAI、微软、英伟达、 亚马逊云服务（AWS）以及Alphabet等企业，或已与政府签署谅解备忘录，或正与能源部及国家实验室 开展现有合作项目，或已表示有意参与该计划。白宫科技政策办公室主任迈克尔·克拉齐奥斯表 示："'创世纪计划'将帮助美国科学家实现实验设计自动化、加速模拟运算，并生成可推动能源、制造 业、药物研发等领域突破的预测模型。"特朗普上月通过行政命令宣布启动该计划，旨在更好地协调政 府各机构的研究工作，并更有效地整合人工智能工具以取得更多科学突破。克拉齐奥斯当时表示，该任 务将利用能源部国家实验室的计算资源，调用联邦数据集，推动更多基于人工智能的实验，并预测此举 将缩短科学发现的时间周期。 ...

英伟达与美国政府将通过"创世纪使命"计划加大人工智能基础设施建设和研发投入。 ...

Group 1 - A total of 24 companies, including Amazon and Google, have joined the U.S. Artificial Intelligence "Genesis Project" [1] - The initiative aims to advance AI technology and ensure its responsible development [1] - Participating companies are expected to collaborate on AI research and share best practices [1] Group 2 - The project emphasizes the importance of ethical considerations in AI deployment [1] - Companies involved are likely to benefit from increased funding and resources for AI innovation [1] - The initiative reflects a growing trend of collaboration among tech giants in the AI sector [1]

Group 1: Core Business Highlights - The 3C sector has entered a stable growth phase since September 2023, with steady increases in shipment volumes driven by four key factors [2][3]. - Key brand clients are actively launching new products, particularly foldable smartphones, which are stimulating market demand [3]. - Innovations in the consumer electronics industry are prompting a new wave of product updates, leading to increased production capacity needs from downstream clients [3]. - Material innovations, such as the rising penetration of titanium alloy frames, are driving demand for upgraded processing equipment [3]. Group 2: Future Growth Potential - The 3C sector's growth potential is supported by multiple favorable factors, including material innovations and the rise of AI hardware [3]. - The demand for AI-related products, such as AI glasses and wearables, is increasing, with domestic manufacturers starting large-scale production [3]. - The replacement demand for existing equipment is intensifying, as many 3C devices have reached their replacement cycle [3]. - The domestic market is seeing a continuous increase in the rate of domestic substitution, enhancing market share [3]. Group 3: Liquid Cooling and Computing Power - The domestic liquid cooling and computing power sectors are experiencing a peak in expansion, with strong demand for efficient processing equipment [4]. - The company is responding to market changes by innovating and upgrading products, including specialized machines for large-scale processing needs [4]. - The company has successfully captured high-end market share by offering cost-effective alternatives to imported five-axis equipment [4]. Group 4: Robotics Sector Expansion - The company has made significant strides in the robotics sector, developing customized five-axis products that meet the complex processing needs of robotic components [4]. - The market demand for robotics is strong, and the company is actively expanding its customer base and developing differentiated machine models [4]. Group 5: Precision Processing in Low-altitude Economy - The company is focusing on precision processing needs in the low-altitude economy, successfully developing capabilities for key components of aircraft and engines [5]. - The company is providing customized processing solutions, broadening its core business applications and growth opportunities [5]. Group 6: Financial Performance and Profitability - The company's net profit margin has significantly improved since 2025, driven by strong downstream demand and scale effects [9]. - The overseas business has contributed positively to the overall gross margin, with effective cost management enhancing operational efficiency [9]. - The company is implementing measures to improve operational quality, including optimizing procurement and production processes [9]. Group 7: Overseas Expansion and Market Strategy - The company is actively expanding into overseas markets, including Vietnam, Indonesia, and Turkey, to leverage local resources and reduce operational costs [10]. - The establishment of overseas production bases is aimed at enhancing service quality and competitiveness in global markets [10]. - The company is focusing on high-value-added products and high-margin overseas markets to further improve gross margins [10]. Group 8: Investment Strategy - The company has elevated its industrial investment strategy to enhance competitiveness and profitability, focusing on high-end CNC machine tools and intelligent control systems [10]. - The company is seeking excellent investment targets to break through core technology bottlenecks and reduce reliance on imports [10].

Core Viewpoint - The company is actively cultivating the high-precision application market represented by five-axis CNC machine tools, which have a wide range of downstream applications in various industries [1] Group 1: Product Development - The company is focusing on the research and development of high-end five-axis CNC machine tools to accelerate import substitution and achieve technological self-control [1] - Multiple models of high-end five-axis CNC machine tools have been launched in the market, with small batch deliveries already achieved [1] Group 2: Market Applications - The five-axis CNC machine tools can be used for precision machining in industries such as precision molds, shipbuilding, medical devices, new energy vehicles, aerospace, and humanoid robots [1]

（文章来源：证券日报） 证券日报网讯 12月17日，创世纪在互动平台回答投资者提问时表示，公司2025年前三季度实现营业收 入38.26亿元，销售商品、提供劳务收到的现金为37.98亿元，销售收现比率约为99%，收入规模与回款 基本匹配，公司主营业务回款能力稳健。同时，公司前三季度归母净利润同比增长72.56%，盈利能力 和持续增长势头良好。未来，公司将持续优化营运效率，加强现金管理，保障公司稳健运营。 ...

证券日报网讯 12月17日，创世纪在互动平台回答投资者提问时表示，截至2025年12月10日，公司股东 人数为95105户，与上期相比股东总人数减少51户。 （文章来源：证券日报） ...