中国，工业体系发生系统性演进

Group 1 - The emergence of "black light factories" in China signifies a shift towards fully automated production processes, with 35,000 basic smart factories, over 7,000 advanced smart factories, and more than 500 excellent smart factories established [1] - The new industrial system in China is being built on a foundation of new energy, 5G technology, and artificial intelligence, creating a transformative industrial evolution [1] - Trina Solar, founded by Gao Jifan, has become a leading player in the global photovoltaic industry, with a cumulative shipment of over 290 GW of solar modules by June 2025, equivalent to nearly 13 Three Gorges Dam installations [1] Group 2 - As of October 2025, China's total installed power generation capacity reached 3.75 billion kilowatts, with solar and wind power accounting for 1.73 billion kilowatts, increasing from 26.7% to 46.1% of the total power generation capacity since the end of 2021 [2] - The construction of a new power system has allowed China to maintain a balance in energy supply and demand, with industrial electricity prices remaining competitive compared to European countries [2] - The implementation of "5G + industrial internet" has led to significant improvements in production efficiency, with over 20,000 projects completed and an average capacity increase of 25% in leading 5G factories [3] Group 3 - The application of AI in manufacturing has transformed production methods, with companies like XCMG and BOE leveraging AI to enhance global customization capabilities and reduce order delivery cycles by 55% [3] - The penetration rate of large models and intelligent systems in Chinese industrial enterprises has increased from 9.6% in 2024 to 47.5% in 2025, indicating a rapid adoption of AI technologies [4] - The evolution towards "black light factories" is driving the restructuring of the manufacturing value chain, fostering growth in related industries such as industrial software, sensors, and cloud services [4] Group 4 - Traditional industries in China, such as textiles and steel, have undergone significant transformations, with automation and digitalization leading to increased production efficiency and higher quality products [5] - The shift in China's manufacturing logic reflects a move from reliance on labor cost advantages to a focus on production efficiency, quality stability, and supply chain resilience [5] - The ongoing industrial transformation points towards a new ecological and future-oriented landscape for Chinese manufacturing, emphasizing the importance of innovation and technological advancement [5]