Core Insights - Siemens views the Chinese market as strategically significant and plans to deepen its engagement with local partners for mutual benefits [1] - The CEO emphasizes the importance of competing in China to enhance global competitiveness, highlighting China's advantages in battery, motor, and control technologies [1] - Siemens has showcased its digitalization and AI technologies at the Hannover Messe, predicting that companies embracing AI will succeed in the manufacturing sector [1] Group 1: Market Importance - The Chinese market is described as having a massive scale and economic capacity, making it a crucial part of Siemens' global strategy [1] - The CEO compares competing in China to an athlete facing stronger opponents to improve overall performance [1] - Siemens is committed to not neglecting or withdrawing from the Chinese market, recognizing the need to cultivate competitiveness through deep engagement [1] Group 2: Technological Advancements - Siemens' digital factory in Nanjing is highlighted as a model for the "industrial metaverse," achieving nearly double production capacity and a 20% increase in efficiency [1] - The company anticipates significant growth in its industrial automation business in China, aligning with the country's focus on high-quality development [1] - In March, Siemens launched 18 new products tailored for the Chinese market, with 16 of them developed locally, reflecting a commitment to local innovation [1] Group 3: Future Outlook - The CEO expresses confidence in the long-term positive trend of the Chinese market, indicating that Siemens will continue to align with local demands [1] - The establishment of a new innovation product division in China and a 67% increase in R&D investment are aimed at enhancing local product offerings [1] - Siemens plans to introduce new products and solutions quarterly, further integrating digital capabilities with global expertise to support customer competitiveness and value growth [1]

Core Viewpoint - The article emphasizes the integration of new generation battery technology and intelligent manufacturing as a transformative force in the energy storage industry, reshaping the global energy landscape [2][4]. Group 1: Technological Breakthroughs - The energy storage market is shifting from scale competition to value cultivation, with a focus on system-level solutions and lifecycle cost optimization [5][6]. - Zhongchuang Innovation focuses on reducing lifecycle costs through high energy density battery iterations and system integration, achieving a 25% increase in energy capacity while reducing costs by 18% [8]. - Dongfang Risen addresses the gap in the 50-120 kWh market segment by offering a modular and flexible energy storage solution, effectively lowering initial investment barriers for customers [10]. Group 2: Intelligent Manufacturing - The production processes in the battery industry are evolving, with advancements in materials, manufacturing techniques, and fast-charging technologies driving industry updates [11]. - Siemens and Festo highlight the importance of software and hardware collaboration, with Siemens developing a comprehensive digital twin solution that spans the entire battery storage lifecycle [13][14]. - Festo's new VTUX valve island platform reduces wiring costs by 30% and enhances predictive maintenance capabilities through AI [16]. Group 3: Industry Collaboration and Innovation - A roundtable discussion focused on the integration of energy storage and intelligent manufacturing, emphasizing the need for innovation in large battery technology and cost reduction strategies [23][24]. - The event highlighted the role of intelligent technologies in reshaping the foundational logic of energy storage manufacturing, moving towards a system-level ecological competitiveness [26]. - Future activities will focus on resource integration and cross-industry collaboration to support the development of the energy storage sector [29].

Core Insights - The future of industrial AI is seen as a key driver for transforming China from a "manufacturing giant" to a "strong intelligent manufacturing nation" [10] - The World Artificial Intelligence Conference (WAIC) showcases a strong trend of AI moving from "technological hype" to "deep application," focusing on how AI can empower the real economy and assist in the transformation of the manufacturing industry [2][3] Group 1: Industrial AI Trends - Industrial AI is transitioning from "capable of speaking and writing" to "capable of acting and working," deeply integrating into manufacturing processes to enhance efficiency and quality [3] - The emergence of intelligent agents allows AI to move from theoretical thinking to practical application, uncovering industrial value in real scenarios [3][4] - The industrial AI landscape is expected to feature various intelligent agents collaborating across industries, enabling creativity while automating execution [4] Group 2: Challenges and Solutions - The main challenges for industrial AI implementation lie in the complexity of data and scenarios rather than the algorithms themselves [7] - Approximately 80% of global industrial data remains "asleep" due to unconnected devices or isolated systems, limiting effective utilization [7] - Siemens is addressing these challenges by leveraging extensive industry knowledge and experience to develop robust industrial AI models, supported by acquisitions to enhance AI capabilities [7][8] Group 3: China's Industrial AI Landscape - China is recognized as a vibrant application scene for industrial AI, with a complete industrial system and a vast number of manufacturing enterprises providing diverse training samples and application scenarios [10] - The rapid development of industries such as battery manufacturing and new energy vehicles offers ample opportunities for industrial AI applications [8][9] - Siemens aims to assist Chinese enterprises in unlocking the potential of industrial AI through comprehensive AI solutions and collaboration with local model companies [9]

21世纪经济报道记者吴斌上海报道 "AI正在化想象力为生产力，未来每个人都能创造出TA所能想到的任何产品！"在2024世界人工智能大 会（WAIC）上，西门子全球执行副总裁、西门子中国董事长、总裁兼首席执行官肖松曾畅想工业AI 的 未来。 短短一年后，在2025 WAIC上，肖松在发表主旨演讲时感概："这一天会比预想的更早到来。"他接受21 世纪经济报道记者专访时表示，本届WAIC展现了人工智能从"技术热"走向"应用深"的强劲趋势，越来 越多关注点落在AI如何赋能实体经济，助力制造业转型升级。 在肖松看来，工业AI的时代窗口已经打开。工业的"底层操作系统"正在被基础模型和智能体重新书写， 它也许不像消费级AI那样占据热搜，却以低调而强大的方式，孕育着一场意义深远、气势磅礴的产业 革命。 展望未来，肖松对记者表示，工业AI是中国实现从"制造大国"迈向"智能制造强国"的关键引擎，中国是 工业AI最具活力的应用场景，是孵化工业智能体的热土，拥有"广度""深度""高度"。未来谁能把AI真正 用起来、跑通场景、产生实效、创造价值，谁就能把握住新质生产力的主动权。 从"技术热"走向"应用深" 肖松：和消费级AI一样，工业 ...

近期，在上海举行的世界人工智能大会上，"工业+AI"的突破性进展引发关注。当生成式AI浪潮将各行 各业推向"倍速模式"，工业领域正以更深沉的变革姿态，书写着生产力跃迁的新篇章。 西门子全球执行副总裁，西门子(中国)有限公司董事长、总裁兼首席执行官肖松 工业世界的高复杂度与低容错率，注定了工业AI的发展不能复制依赖消费级AI的演变路径。温度、压 力、振动、转速等数值变化，三维模型、二维图纸等技术信息，潜藏在生产流程中的物理规则与系统逻 辑，都要求工业AI必须构建一个精通"工业话语体系"的"工科大脑"。 作者：肖松，西门子全球执行副总裁，西门子(中国)有限公司董事长、总裁兼首席执行官 如果说基础模型聚焦的是工业AI的"广度"，那么智能体的崛起则打开了产业价值的"深度"空间。中国拥 有全球最完整的工业体系和丰富的应用场景，这为智能体的迭代提供了天然试验场。从汽车制造到生物 医药，从能源化工到高端装备，当大大小小的工业智能体各展所长又协同作战，当数字技术与实体经济 在生产全链条深度耦合，将推动"工业+AI"的化学反应持续释放，产业效率与质量实现质变飞跃。 工业AI的终极意义，正在于构建"人与AI互融共生"的新范式。这 ...

点击查看更多企业ESG评级。 来源：ESG评级中心 据新浪财经ESG评级中心，2025年07月29日，西门子（SIEGY.US）MSCI（明晟）ESG评级由AA调升 至AAA。 ...

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC 2025) concluded successfully in Shanghai, featuring over 1,500 top experts from more than 70 countries and regions, showcasing over 3,000 cutting-edge technologies, with more than 100 global and Chinese product debuts [2] - The conference highlighted a shift in the AI industry from "parameter competition" to "value creation," indicating China's AI sector is moving towards defining global standards and promoting inclusive development [2] - Huawei showcased its Ascend 384 SuperNode (Atlas 900 A3 SuperPoD), which addresses communication bottlenecks in AI model training and inference through high bandwidth and low latency interconnects among 384 NPUs [2] AI Model Development - Over 80 large models have been developed based on Huawei's Ascend platform, with partnerships involving over 2,700 collaborators to create more than 6,000 industry solutions across 11 sectors, including internet, finance, and healthcare [4] - Zhaoxin presented its KX-7000N AIPC processor, which integrates high-performance NPUs to enhance local AI processing capabilities for applications like speech recognition and image generation [4][6] AI Hardware Innovations - Moore Threads showcased its full-featured GPU solutions, emphasizing their role in general-purpose accelerated computing platforms and various industry applications, including professional graphics rendering and AI model training [6][8] - Muxi introduced its flagship GPU, the Xiyun C600, which is designed to provide reliable computing power for critical sectors, marking a significant step in domestic supply chain development [8][10] Industrial AI Applications - Siemens made its debut at WAIC, presenting its Industrial Copilot system, which integrates large language models with industry knowledge to enhance production efficiency by 50% [11][15] - The company also demonstrated AI applications in energy systems and process industries, showcasing its extensive patent portfolio and AI expertise [15] Ecosystem Development - North Electric Intelligence introduced a comprehensive AI empowerment system that integrates city-level AI infrastructure with industry-specific solutions, aiming to enhance digital transformation across various sectors [11][13] - Super Fusion launched its FusionOne AI solution, which aims to bridge the gap in AI implementation across industries by providing a full-stack digital resource intelligent system [15][17] Consumer AI Products - Rokid unveiled its lightweight AR glasses, which utilize advanced technologies for seamless user interaction, showcasing the potential of AI in enhancing user experiences in everyday scenarios [19]

Group 1 - The 2025 World Artificial Intelligence Conference (WAIC 2025) will be held in Shanghai from July 26 to 28, showcasing Siemens' commitment to integrating generative AI technology into industrial scenarios, focusing on "Industrial Foundation Models" and "Industrial Intelligent Agents" [1] - Siemens presented its full value chain AI innovations and the latest Industrial Copilot intelligent agent system, demonstrating multiple "AI+" scenarios across manufacturing, energy, and building sectors [1] - Siemens' Global Executive Vice President, CEO of Siemens China, Xiaosong, emphasized that the era of industrial AI has begun, with China's diverse industrial system becoming a vibrant application scene for AI, driving a new wave of productivity leap [1] Group 2 - Siemens is accelerating the development of the foundational elements of AI, specifically the Industrial Foundation Model, aimed at the industrial world [2] - The company has been actively investing in the industrial AI sector, planning to establish a complete industrial AI ecosystem through strategic acquisitions and partnerships by 2025 [2] - Siemens aims to empower industry chain partners and customers to explore the limitless possibilities of industrial AI [2]

Summary of China Import/Export Tracker and European Capital Goods Industry Overview - The report focuses on the capital goods industry, specifically analyzing 32 product categories relevant to European exports and Chinese imports/exports [3][51]. Key Insights - **Market Share Dynamics**: - Europe currently holds 44% of global capital goods exports, down from 56% in 2005. - China's market share has increased from 6% in 2005 to 22% in 2024, representing a 16 percentage point gain [3][17]. - **Export Growth Trends**: - In June 2025, global export values rose by 21% year-over-year, while import values increased by 9% year-over-year [8]. - Notable growth in Chinese exports includes: - Rail: +46% - Switchgear: +41% - Fibre cable: +40% - Heavy Duty Trucks: +40% - Copper wire: +31% [8][27]. - **Import Declines**: - Significant declines in Chinese imports were observed in: - Tractors: -78% - LED lighting: -40% - Shovel loaders: -39% - Turbochargers: -33% [30]. - **Regional Export Changes**: - Exports to Europe from China have shown substantial increases in categories like switchgear (+99%) and rail (+69%) [32]. - Conversely, exports of marine engines (-34%) and commercial vehicle engines (-27%) have decreased significantly [32]. Competitive Landscape - **Chinese Competition**: - Chinese exports to Europe have grown significantly, particularly in rail and construction equipment, indicating increased competition for European manufacturers [7][10]. - Certain product categories, such as commercial vehicle engines and bearings, have remained relatively insulated from Chinese competition [7]. - **Market Share Risks**: - The report highlights potential risks for European companies in sectors like automotive bearings, energy storage, and construction equipment due to increasing Chinese competition [44][43]. Additional Observations - **Trade Balance Trends**: - China has turned into a net exporter in categories like medium voltage equipment and heat exchangers, while imports have expanded in marine engines [36]. - **Technological Positioning**: - The report notes that the technological positioning of products exported from China may differ significantly from those imported, particularly in high-end industrial robots [54]. - **Long-term Implications**: - The ongoing trends suggest that China is making progress towards self-sufficiency in capital goods, which could impact European exporters negatively, especially in mid- to high-value categories [53]. Conclusion - The analysis indicates a shifting landscape in the capital goods market, with China increasing its competitive presence globally, particularly in Europe. European companies need to be aware of these dynamics and adjust their strategies accordingly to mitigate risks associated with rising Chinese competition.

Core Insights - Siemens showcased its Industrial Copilot system at the 2025 World Artificial Intelligence Conference, which integrates large language models with industry knowledge to autonomously execute complex industrial processes, potentially increasing production efficiency by up to 50% for clients [1][2] Group 1: System Features - The Industrial Copilot represents an upgrade in AI applications within the industrial sector, evolving from a passive assistant to an active agent capable of sensing, analyzing, deciding, and executing complete workflows [1] - The system features a unique architecture that separates the user interface from the backend execution agent, allowing for flexible task management and maintaining user control over task delegation [1] Group 2: Operational Capabilities - Engineers can issue voice commands such as "add new order," enabling the system to autonomously manage production line resources and complete the entire process from order input to logistics scheduling without additional programming [2] - The system has been integrated into various industrial processes, including design (NX CAD), planning (generative AI analysis), engineering (TIA Portal for PLC code generation), operations (Insights Hub), and maintenance (Maintenance Copilot Senseye) [2] Group 3: Market Adoption - Over 200 companies globally have deployed the Industrial Copilot for tasks such as equipment installation, program debugging, and troubleshooting, significantly reducing task completion times from hours to minutes through deep data analysis and automated solution generation [2]