工业和信息化部发布信息化和工业化融合2025年工作要点。其中包括，深化关键融合技术攻关。支持基 础软件和工业软件高质量发展，组织人工智能赋能新型工业化"揭榜挂帅"攻关，加强通用大模型和行业 大模型的研发布局。鼓励研发推广面向典型场景的工业智能体，支持一批企业开展智能体试点建设，提 升工业全流程智能化水平。支持工业智能技术研发，制订工业智能技术体系图谱。(人民财讯) ...

Group 1 - The core viewpoint of the news highlights the ongoing digital transformation and AI implementation in the aluminum industry, with a focus on enhancing industrial intelligence and efficiency in production [1] - The report indicates that the demand for tin is expected to increase due to the driving forces of AI and the new energy industry, while global tin resource reserves are limited to only 14.8 years, exacerbated by the production halt in Myanmar [1] - The non-ferrous metal industry is showing resilience driven by new demand from sectors like new energy vehicles and low-altitude economy, while black metals are under pressure due to a sluggish real estate market [1] Group 2 - The mining ETF tracks the non-ferrous mining index, which reflects the overall performance of listed companies involved in non-ferrous metal mining and processing in the A-share market [2] - This index is characterized by strong cyclicality and sensitivity to commodity prices, effectively representing market trends in the non-ferrous metal industry [2]

近年来，随着数字技术的快速发展，万兆光网作为新一代宽带网络技术，正成为城市数字化转型的重要 支撑。 作为青岛本地历史最悠久、综合实力最强的通信运营商，中国联通青岛市分公司（以下简称"青岛联 通"）持续推进网络升级，于2024年底在全省率先完成万兆光网进社区部署，并加速构建"天空+地面"双 万兆网络格局，为青岛智慧城市建设及低空经济、工业智能化发展注入强劲动力。 据悉，青岛联通自去年起启动50G-PON（无源光网络）光网络核心节点部署，依托最先进的光传输技 术，于2024年底在全省率先实现万兆宽带（10Gbps）接入能力进社区。 万兆光网的落地，为普通家庭用户也带来了颠覆性的体验升级。 通过实地测试发现，配套万兆光猫一体路由器后，下载速度最高可达9000Mbps以上，20G超高清电影下 载仅需约20秒，手机APP更新、大型游戏加载等操作实现"无感式"极速完成。 业内专家指出，万兆光网是未来宽带发展的核心趋势。 更值得关注的是，万兆网络与云技术的结合催生了多项创新应用—— 万兆云Nas（网络附加存储）功能，它是万兆网络和Nas云存储设备的组合方案。 自媒体从业者可通过云存储方案，40G视频文件传输时间从传统U盘的 ...

对于5月固定资产投资增速有所放缓的情况，温彬认为，国家发展改革委此前曾表示，力争6月底前下达 今年"两重"建设和中央预算内投资全部项目清单，同时设立新型政策性金融工具，解决项目建设资本金 不足问题。随着资金陆续到位，后期基建投资增速仍有望反弹。 值得一提的是，工业高端化、智能化、绿色化发展稳步推进。高端化方面，装备制造重点行业增长较 快，5月份汽车制造业、计算机通信和其他电子设备制造业增加值分别同比增长11.6%和10.2%。高技术 产品产量快速增长，5月份3D打印设备、集成电路产量分别增长40%和11.5%。智能化方面，5月份智能 无人飞行器制造、智能车载设备制造增加值分别增长85.9%、29.5%。机器人减速器、工业机器人产量 分别增长1倍和35.5%。绿色化方面，5月份高性能化学纤维、生物基化学纤维、碳纤维及其复合材料产 品产量分别增长92.2%、21.5%和17.9%。 观察经济运行，还要看就业、物价的情况。5月份全国城镇调查失业率为5%，比上月下降0.1个百分 点，其中青年人失业率连续三个月下降。居民消费价格指数（CPI）同比小幅下降，但降幅与上月持 平；从扣除食品和能源的核心CPI来看，涨幅比上月 ...

人工智能是引领新一轮科技革命和产业变革的战略性技术，具有溢出带动性很强的"头雁"效应。习近平 总书记对人工智能和制造业发展作出重要论述，强调"要以智能制造为主攻方向推动产业技术变革和优 化升级""推动人工智能科技创新与产业创新深度融合"。近年来，人工智能技术出现重大突破，作为典 型通用目的技术的赋能作用进一步增强，中央明确提出开展和持续推进"人工智能+"行动。我国制造业 面临着国内生产要素成本上涨，国际上贸易战、科技战等进一步推高出口成本、加大供应链中断风险等 挑战。推进"人工智能+"行动，能够重组制造业生产要素、产品架构、生产流程和供应链，使其在生产 效率、产品性能、商业模式、价值链地位等方面实现重大飞跃，保持和增强全球竞争力。 认清产业发展现状和趋势 制造业是国民经济的重要支柱。当前，人工智能与机器人技术正以前所未有的速度重塑生产逻辑，推动 制造业加速步入"智造时代"。这既是技术赋能的必然要求，也是制造业本身发展的大势所趋。 先看制造业发展的现状。改革开放以来，我国制造业在国际市场上形成了低成本竞争优势。在初期，低 成本优势主要来源于丰富且工资水平低的劳动力供给，通过积极参与全球产业链垂直分工，在服装、玩 ...

Core Viewpoint - The industrial sector is transitioning from digitalization to intelligentization, with varying degrees of adoption among companies based on their digital maturity [2][6]. Group 1: Industrial Software Market Growth - The Chinese industrial software market has grown significantly, with total revenue increasing from 72.9 billion RMB in 2012 to 282.4 billion RMB in 2023, and the PLM segment expected to exceed 40 billion RMB by 2025 [3][4]. - The market is projected to reach 657.5 billion RMB by 2030, indicating a robust growth trajectory [4]. Group 2: AI Integration in Industrial Software - The emergence of AI models has revitalized the software industry, leading to increased efficiency and new applications in industrial software [5][6]. - AI's integration is enhancing the intelligence of industrial software products, with companies acquiring AI firms to bolster their capabilities [5][6]. Group 3: Application Scenarios of AI in Industry - AI applications in the industrial sector are categorized into four main areas: data governance, knowledge processing, process optimization, and decision support [9][10]. - Successful implementations include significant improvements in efficiency and product quality, with examples such as a 50% increase in CAE simulation efficiency and a 28.4% reduction in product development cycles in advanced smart factories [8][10]. Group 4: Challenges and Future Directions - Despite advancements, the true potential of intelligent agents in the industrial sector remains underutilized, primarily limited to knowledge-intensive areas [11]. - The industry is moving towards a more integrated approach, aiming to connect various applications and enhance data utilization for broader impact [11].

Core Viewpoint - The launch of the Twelve Summer (Xiamen) Industrial Park marks a significant milestone in the intelligent upgrade of China's health convenience food industry, showcasing the company's commitment to quality and innovation [1][3][11]. Company Development - Twelve Summer began its journey focusing on Indonesian bird's nest trade, establishing a reputation for stringent quality and safety standards, and has since expanded into ready-to-eat bird's nest products and other health convenience foods since 2016 [3][4]. - The company has built the first automated high-speed production line for bowl packaging in the industry in 2022, ensuring stable and safe product quality through upstream control of premium bird's nest raw materials [3][4]. Industrial Park Overview - The Xiamen Industrial Park covers a total construction area of 60,000 square meters with an investment exceeding 100 million, and is expected to achieve an annual output value of 3 billion after it becomes operational [4]. - The park integrates upstream supply chain, ingredient pre-processing, advanced food R&D laboratories, automated production, scientific testing, and logistics, creating a complete industrial closed loop [6]. Technological and Safety Standards - The park features a ten-thousand-level cleanroom that meets international high standards, providing a pharmaceutical-grade environment for food safety [7]. - The self-built food R&D laboratory will collaborate with renowned universities and authoritative food research institutions, contributing to the development of innovative formulas and patent technologies [7]. Industry Impact - The establishment of the industrial park aligns with the critical transition of China's food industry towards automation and sustainability, positioning Twelve Summer as a potential leader in the global food industry [11]. - The park's intelligent systems and comprehensive testing frameworks are expected to enhance the company's technological barriers in the health convenience food sector, promoting industry upgrades towards clean labels and genuine materials [9][11].

当地时间6月22日，特斯拉启动了Robotaxi试点运营服务，再次带动了国内T链机器人概念股。 与此同时，又有一家机器人公司正在冲刺IPO。 格隆汇获悉，斯坦德机器人（无锡）股份有限公司（简称"斯坦德机器人"）于6月23日向港交所递交了招股书，拟根据 第18C章规则寻求在港交所主板上市，由中信证券和国泰君安国际担任联席保荐人。 斯坦德机器人是一家工业智能移动机器人解决方案提供商，致力于赋能多种工业场景中的智慧工厂。 公司所处的机器人赛道前景较好，但是也同样面临定价压力，公司在产业链的话语权并不强，应收账款和销售费用率 都比较高。 01 哈工大90后校友联手创业，专注于工业智能移动机器人领域 斯坦德机器人成立于2016年，2025年5月完成股份改制；公司注册办事处位于江苏无锡，办公总部位于深圳市宝安 区。 斯坦德机器人的创始团队与执行董事均来自哈尔滨工业大学。 公司的创办人王永锟今年33岁，哈尔滨工业大学自动化本科，控制工程硕士。王永锟2016年6月加入斯坦德机器人时 担任首席技术官，2018年3月起担任执行董事、董事会董事长兼首席执行官，负责整体策略规划及营运决策。 共同创办人李洪祥也是33岁，哈尔滨工业大学 ...

Core Insights - The article discusses the launch of XMagital, an industrial intelligent system developed by HeLiShi Group, aimed at providing customizable integrated solutions for industrial users [1][2] - The system is designed to break down traditional automation and information barriers, allowing flexible deployment and rapid business upgrades [1] - It incorporates advanced technologies such as APL, TSN, and 5G to achieve seamless integration from production management to field instruments and equipment [2] Group 1 - XMagital is based on three core principles: native integration, open ecosystem, and comprehensive intelligence [1] - The system allows users to define five application clusters: production control operations, production scheduling, asset management, safety and quality management, and business decision management [1] - It supports both large enterprises with cloud-edge hybrid deployment and small businesses with local server deployment [1] Group 2 - The system features an open framework of "platform + tools + applications," enabling users and third-party developers to create industrial applications and intelligent systems [2] - It aims to reduce integration complexity and ensure compatibility and reusability among components, thus lowering future reconstruction, upgrade, and maintenance costs [2] - The launch of XMagital signifies a shift towards intelligent systems that can adapt to business needs and evolve rapidly, addressing the challenges of flexibility in industrial operations [2]

【导读】斯坦德机器人向港交所递交招股书，小米投了 中国基金报记者 吴君 6月23日，斯坦德机器人（无锡）股份有限公司（以下简称斯坦德机器人）向港交所提交招股书，中信证券、国泰君安国际为其联席保荐 人。 根据招股书，公司是全球第五大工业智能移动机器人解决方案提供商及第四大工业具身智能机器人解决方案提供商，是业内少数实现自主 研发全栈技术的企业之一。但公司近年来仍然面临经营亏损，值得一提的是，小米重金投资该公司，博华、梁溪、源码等也投了。 "90后"创业工业机器人领域 今年推出具身机器人DARWIN 招股书显示，斯坦德机器人是工业智能移动机器人解决方案提供商，致力于赋能多种工业场景中的智慧工厂。该公司可量身定制一站式解 决方案，包括核心机器人技术平台、多功能工业智能机器人产品系列以及all-in-one智能协同系统RoboVerse。 斯坦德的创始人兼CEO王永锟是一名"90后"，2015年毕业于哈尔滨工业大学航天学院自动化专业，当时他和同学一起在学校的孵化器里开 始创业生涯。 2016年公司在深圳注册成立，推出自主研发操作系统SROS及核心控制器；2017年首创SLAM（同时定位与地图构建）技术，推出首款标 准 ...