Domestic Developments - The People's Bank of China (PBOC) maintains a "moderately loose" monetary policy for 2026, focusing on precision and coordination to support economic growth and structural transformation[10] - The Ministry of Industry and Information Technology (MIIT) has launched an action plan for the integration of industrial internet and artificial intelligence, marking a new phase in industrial intelligence development[12] - A green consumption promotion plan was issued, aiming to stimulate domestic demand and support the transition to a circular economy[9] International Developments - The U.S. ISM Manufacturing PMI fell to 47.9 in December, marking the largest contraction since 2024, with inventory reduction being a major drag[18] - The Eurozone's harmonized CPI fell to 2% in December, indicating a return to target levels, while core inflation remains resilient[20] - The U.S. has initiated a global sale of Venezuelan oil, which may disrupt global energy trade and escalate geopolitical tensions[22] Market Trends - Brent crude oil prices increased by 0.94% week-on-week, while iron ore and copper prices rose by 1.88% and 3.60%, respectively[24] - Domestic real estate sales saw a significant decline of 62% week-on-week, indicating ongoing challenges in the sector[24] - The DXI index for storage DRAM prices rose by 7.45% week-on-week, reflecting positive trends in emerging industries[33]

（文章来源：证券日报） 证券日报网讯 12月18日，新时达在互动平台回答投资者提问时表示，当前公司机器人产品有多关节型 机器人、众为兴SCARA机器人、半导体机器人、协作机器人、具身智能/人形机器人等多个品类，广泛 应用于3C、半导体、新能源、白电、包装、食品饮料、医药、金属加工等各个行业，并且在各细分领 域积累了丰富的应用经验。未来，公司将积极探索机器人技术在新兴工业场景中的落地，以推动行业智 能化升级与公司发展。 ...

Group 1 - The article highlights that the materials science sector is driving unprecedented industrial transformation and innovation, with a focus on sustainability, intelligent materials, and advanced manufacturing techniques by 2026 [2][31] - It outlines ten core trends in the materials field, including sustainable materials, smart materials, nanotechnology, lightweight materials, materials informatics, advanced composites, two-dimensional materials, surface engineering, and digitalization in materials management [2][31] Group 2 - Sustainable materials are increasingly adopted across various industries to reduce carbon footprints and waste, with the global sustainable materials market projected to grow from approximately $333.31 billion in 2024 to about $1,073.73 billion by 2034, reflecting a compound annual growth rate (CAGR) of 12.41% [4] - Smart materials are being developed with programmable characteristics that respond to external stimuli, with the piezoelectric smart materials market expected to grow at a CAGR of 15.63%, reaching $39.49 billion from 2024 to 2028 [6][7] - The global nanomaterials market is estimated at $22.6 billion in 2024, with a projected CAGR of 14.3%, reaching $98.3 billion by 2035 [9][10] - The additive manufacturing market is expected to reach $6.92 billion by 2029, driven by innovations in 3D printing technologies [14] - The lightweight materials market is projected to reach $276.4 billion by 2030, with a CAGR of 8.3% from 2023 to 2030 [17] - The materials informatics market is expected to grow from $154.78 million in 2024 to $705.21 million by 2034, with a CAGR of 16.4% [19][21] - The advanced composites market is projected to reach $168.6 billion by 2027, with a CAGR of 8.2% from 2022 to 2027 [23] - The graphene market is expected to grow from $26.89 million in 2023 to $270 million by 2030, with a CAGR of 38.9% [25] - The surface engineering market is projected to grow from $25.46 billion in 2023 to $46.22 billion by 2030, with a CAGR of 8.89% [27] - The digitalization of materials management is being driven by Industry 4.0, enhancing the efficiency and connectivity of material handling and processing [29]

全球智能化系统解决方案主力供应商和利时集团始终坚持自主创新研发，聚焦工业智能化、交通智能 化、食药智能化三大板块，为用户提供定制化的整体解决方案、稳定可靠的产品和全生命周期的服务。 2025年，和利时全新推出可自由定义的智能系统XMagital，该系统为国内首创的生产控制和生产管理原 生一体化融合的智能系统。 ...

Core Insights - Foton Motor is aiming to become a world-class commercial vehicle enterprise by 2030, with over 50% of its models being new energy vehicles and overseas sales exceeding 300,000 units [1] - The company is focusing on global industrialization investments, planning to establish over 10 industrial bases in various countries over the next five years [1][3] - Foton Motor's strategy emphasizes comprehensive internationalization, new energy, and intelligent technology, with a commitment to electric, hybrid, and hydrogen fuel vehicles [2] Group 1 - The "Drive To Great" global partner conference highlighted Foton Motor's strategic upgrade and ecosystem development towards becoming a leading commercial vehicle manufacturer [1] - The automotive industry in China is experiencing rapid development driven by industrial intelligence, digitalization, and connectivity, with new energy and intelligent driving as core competitive advantages [1] - Foton Motor's global strategy report outlines clear goals and pathways for achieving its vision by 2030 [1] Group 2 - The company is leveraging the rapid growth of the aftermarket in China, focusing on building differentiated competitiveness through a "whole vehicle + vehicle networking" approach [2] - Foton Motor's vehicle networking platform has integrated data from over 3.16 million vehicles, serving more than 4,500 logistics companies, resulting in a 10% increase in operational efficiency and a 40% reduction in accident risks [2] - The overseas business plan for 2026 includes the establishment of eight markets with over 10,000 units each, emphasizing innovation in marketing and new product promotion [3]

Core Viewpoint - The integration of technology and industry innovation is reshaping production and life experiences, with a focus on unlocking the potential of various application scenarios in China [1] Group 1: Scene Innovation and Application - The recent implementation opinion emphasizes leveraging China's large-scale market and diverse application scenarios to support the development of comprehensive major scenes and high-value niche scenarios [1][3] - The cement industry, traditionally viewed as high-energy-consuming and polluting, is undergoing transformation through innovative scene applications, as exemplified by Anhui Conch Group's collaboration with Huawei [1][2] Group 2: AI and Data Utilization - Anhui Conch Group, in partnership with Huawei, launched the world's first "AI + Cement Building Materials Model," which has been applied in over 40 scenarios, achieving an accuracy rate of over 85% in quality control [2] - The collaboration aims to enhance the overall digital intelligence level of the industry by continuously opening up scenes and data resources [2] Group 3: Policy and Market Dynamics - The call for increased scene openness is a response to industry and market demands, which is crucial for maximizing scene value [3] - The National Development and Reform Commission emphasizes that scene openness can reduce institutional constraints on new industries and promote cross-industry integration [3] Group 4: Future Urban Development - The concept of a "super application city" is being developed in Hefei, focusing on cross-field collaboration and the application of new technologies in various scenarios [8] - The development of a comprehensive unmanned system is part of this vision, highlighting the need for government support to facilitate market participation and experimentation [8] Group 5: Collaborative Innovation - Scene innovation requires a multi-stakeholder approach, where industry players provide application scenarios, technology firms offer innovative solutions, and investment institutions supply capital [8] - Government roles include building platforms and improving mechanisms to foster an innovative ecosystem for scene incubation [8]

Core Insights - The discussion at the Shanghai Stock Exchange International Investor Conference highlighted the integration of AI in industrial manufacturing, emphasizing its role in enhancing machine vision from isolated devices to central systems [1][3] - The company, Guodian NARI Technology Co., Ltd., is strategically aligned with the "14th Five-Year Plan," focusing on new power system construction, energy storage, and distributed energy development [3] Group 1: AI and Industrial Manufacturing - AI is driving the evolution of machine vision, enabling full-link connectivity in research management, quality monitoring, and data feedback, which significantly reduces defect rates and losses in manufacturing processes [3] - The standardization and widespread adoption of AI will lower the barriers for machine vision, allowing more manufacturing enterprises to achieve cost reduction and efficiency improvement [3] Group 2: Company Strategy and Developments - Guodian NARI has established a "New Business Task Force" to focus on expanding into new energy storage, virtual power plants, and microgrid businesses [3] - The company has been investing in power semiconductor technology since 2019, aiming for the localization and autonomy of core voltage and current conversion technologies [3] - The dual focus on AI and power electronics technology is intended to enhance the safety, resilience, and intelligence of the national energy system [3]

被誉为"锂电行业奥斯卡"的高工金球奖，自2013年起已成功举办12届。高工 金球奖旨在由业界共同推荐、评选行业中具有公信力的产品和企业品 牌，以激励行业技术创新，激发企业争做第一品牌的精神。 目前，锂电产业链已有超160家企业参与2025金球奖评选（ 戳此查看：2025高工金球奖评选细则 ），现将参评企业名单公示（以下排名不分 先后，后续将持续分批更新）如下： 南京华视智能 南京华视智能专注于机器视觉系统等工业检测整体解决方案。公司现有厂房面积15000m²，现有员工约150人，其中研发人员占比近30%。公司拥有 功能强大的自研平台ArguSmart，该平台灵活自由，可快速适应工艺改进与适配需求。 ArguSmart是南京华视智能技术股份有限公司自主研发的低代码视觉检测平台，专为锂电行业复杂多样的视觉检测场景设计。平台支持2D与3D检测 任务的统一构建与管理，通过模块化流程编排，实现高效且可复用的检测逻辑开发。 相较于传统非标视觉检测软件，ArguSmart具备低代码流程构建、灵活的界面布局与参数化配置、广泛的工业生态兼容性等优势。依托高扩展性与标 准化架构，它打破了传统非标系统"开发周期长、维护成本高、复用 ...

Core Insights - Global leader in precision structural components for consumer electronics, Lens Technology, has entered into a strategic partnership with Yujiang Robotics, one of the "Seven Swordsmen" of Guangdong robotics, to deploy 1,000 robots in its factories [1] Group 1: Strategic Partnership - The agreement was signed by Lens Technology's Chairman and General Manager, Zhou Qunfei, and Yujiang Robotics' Founder, Chairman, and CEO, Liu Peichao, focusing on a procurement order of 1,000 robots and a commitment to deepen cooperation [1] - This partnership marks a new phase of large-scale and comprehensive collaboration aimed at setting a leading benchmark for global industrial intelligence upgrades [1] Group 2: Future Collaboration - Over the next three years, both companies will enhance their collaboration, with Yujiang Robotics being prioritized in Lens Technology's capacity planning and new projects [1] - The partnership aims to ensure continuous support for joint research and development, customized solutions, and large-scale demonstration projects [1] Group 3: Technological Advancements - Lens Technology plans to deploy Yujiang Robotics' high-performance collaborative robots on a large scale, focusing on human-machine collaboration, flexible production line deployment, and seamless multi-process flow [1] - The use of robots is expected to enhance production unit upgrades and achieve full production line data interconnectivity, significantly improving production flexibility and operational efficiency [1]

Group 1 - The core viewpoint of the article highlights that the collaboration between the company and KUKA will gradually increase the proportion of industrial connectors, enhancing revenue elasticity in emerging sectors [2] - The company is continuously increasing investment in research and development, focusing on core processes, materials, and protective structures [2] - In terms of management and supply chain, the company aims to improve product delivery capability and consistency through intelligent manufacturing and joint development mechanisms, thereby strengthening its industrial customer base [2]