哈尔斯（002615.SZ）10月10日在投资者互动平台表示，公司"哈尔斯未来智创"建设项目（一期）处于 建设中，该项目将对标"灯塔工厂"进行建设，整体提升公司智能制造能力，以数字化、自动化为抓手进 行产业升级，基本可覆盖公司全部类型产品，以满足客户的定制化需求。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：哈尔斯公司本次募投项目与前次募投项目均围绕公司 主营业务展开，本次募投项目为新厂区将对标"灯塔工厂" 进行建设，将打造成行业的标杆灯塔工厂， 请问，公司的灯塔工厂是否在建设？ ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘您好，请问公司围绕"灯塔工厂"的战略建设的石狮 智能制造项目现在进展情况如何？烦请详细介绍下该"灯塔工厂"相比以前的工厂有哪些智能制造方面的 升级？ 通达创智（001368.SZ）10月10日在投资者互动平台表示，石狮智能制造基地建设项目一期（原项目） 已基本建成并正式运营：已完成新建约43505平方米厂房及其配套生产设施设备，实现注塑家居用品产 能约7000万套，实现五金家居用品产能约230万件。 公司对全资子公司通达创智（石狮）有限公司增资 9600万元已于8月份完成，石狮智能制造基地建设项目【含一期（原项目）、二期（扩建项目）】预计 于2027年12月达到预定可使用状态。届时将完成部署管理软件系统，对从原料到成品的各个环节进行实 时监控和调度，实现生产过程透明化；将通过模块化产线，快速响应生产需求，实现小批量、多品类的 柔性制造，缩短订单交付周期；将实现"机器人+视觉"，构建柔性机器人工作站，解决最后一站自动化 问题，节省人力成本；将部署AMR，实现端到端的物料运输，节省产线等待时间，提升库存周转精 度。 ...

受假期金价大涨刺激，黄金板块大幅高开，盛屯矿业2连板，四川黄金、白银有色、山东黄金、兴业银锡、铜陵有色、中金黄金、洛阳钼业、西 部黄金涨停，紫金矿业、招金黄金、晓程科技等集体大涨； 1、行情 国庆节后首个交易日，三大指数集体上涨，但创业板大幅冲高回落。 题材方面，可控核聚变大涨，合锻智能2连板，永鼎股份、安泰科技、浙富控股、哈焊华通（20CM）、融发核电、杭氧股份、上海电气、众合 科技、中洲特材（20CM）、金杯电工、国光电气（20CM）、旭光电子、中国核建、东方电气、西部超导（20CM）、英杰电气（20CM）集体 涨停； 稀土板块同样大涨，北方稀土、中国稀土（摸板）涨停，九菱科技、金力永磁、三川智慧涨超10%，盛和资源、大地熊、中科磁业、包钢股份 等集体大涨； 固态电池开盘局部大涨，天际股份4连板，海科新源（20CM）、赣锋锂业涨停，当升科技、天齐锂业、格林美等集体大涨； 此外，有色、内存、量子计算、风电等均有强势表现，影视、旅游、餐饮、免税等大消费板块跌幅居前。 截至收盘，沪指、深成指、创业板指分别收涨1.32%、1.47%、0.73%，市场超3100股上涨，2100余股下跌，两市成交量超2.6万亿。 沪 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：爱洛阳网 作为紧盯产业风口、精准招引的标志性引领性项目，宁德时代洛阳基地全部建成后将带动上下游产业集聚 发展，预计可实现年产值超千亿元，成为洛阳打造千亿级新能源产业集群的核心引擎。 会议详情： 会议主办： 鑫椤资讯 会议时间： 2025年11月12-13日（12号报到） 会议地点： 中国·上海 会议咨询： 13248122922(微信同） 作为宁德时代在全球范围布局的十三大生产基地之一，宁德时代洛阳基地按照"灯塔工厂+零碳工厂"标准 分四期建设。其中，宁德时代洛阳基地一期项目自2024年11月投产以来，累计产值已突破100亿元。 该项目二期规划包含3条电芯产线、10条PACK产线，全面达产后将实现年产能增加30GWh，为洛阳新 能源汽车产业链注入强劲动能。 9月30日， 宁德时代洛阳基地二期项目电芯工厂、电池包工厂正式投产。 END ...

Core Viewpoint - The recent announcement by the World Economic Forum highlights the inclusion of two factories from Jiangsu, namely Mettler-Toledo's Changzhou factory and Eaton's Changzhou power equipment factory, in the latest "Lighthouse Factory" list, showcasing Changzhou's leadership in smart manufacturing [1][2] Group 1: Lighthouse Factory Concept - The "Lighthouse Factory" concept, introduced by the World Economic Forum and McKinsey, signifies factories with top-tier smart manufacturing capabilities that address common industry challenges and guide the sector towards intelligent manufacturing [2] - Mettler-Toledo and Eaton's factories exemplify successful practices in customer-centric approaches, providing replicable digital transformation models for precision manufacturing and power equipment sectors [2] Group 2: Mettler-Toledo Changzhou Factory - Mettler-Toledo's Changzhou factory has tackled the challenge of customization versus efficiency, achieving a 98.4% on-time delivery rate and reducing delivery cycles by 22% through the integration of 49 Industry 4.0 technologies [4] - The factory's production model includes AI-driven product selection, flexible workstations for mixed production, and machine learning for real-time quality control, establishing it as a benchmark for small-batch, multi-variety manufacturing [4] Group 3: Eaton Changzhou Power Equipment Factory - Eaton's Changzhou factory focuses on flexible production and low-carbon operations, achieving a 39% reduction in order delivery cycles and a 50% increase in overall operational efficiency without increasing staff numbers [6] - The factory's revenue saw a significant increase of 129%, and it aims for a near-zero carbon footprint by reducing greenhouse gas emissions by 90% through its energy management system [6] Group 4: Changzhou's Manufacturing Ecosystem - Changzhou has now three "Lighthouse Factories," positioning it among the top cities in China, and is building a complete upgrade chain from "smart factories" to an "industrial ecosystem" [7] - The city has initiated a special action plan to cultivate "Lighthouse Factories," focusing on leading enterprises with over 1 billion yuan in revenue, providing financial support and tax incentives to facilitate their transformation [7] Group 5: Manufacturing Development in Changzhou - Changzhou's manufacturing industry has a rich history dating back to the 1950s, evolving into a comprehensive industrial base with a focus on high-end and intelligent manufacturing [8] - The city has implemented multiple action plans to promote digital transformation in manufacturing, achieving a digital development index score of 158.33, ranking second in Jiangsu province [8] Group 6: Future Goals - Looking ahead, Changzhou aims to deepen the integration of intelligent transformation and digitalization, striving to become a national advanced manufacturing base and a regional technology innovation hub [9]

Core Viewpoint - The meeting between China Railway Construction Corporation (CRCC) and SANY Group aims to deepen cooperation and promote high-quality development in the construction and engineering machinery sectors [1][3]. Group 1: Cooperation and Strategic Alignment - CRCC's Chairman Dai Hegen expressed gratitude for SANY Group's long-term support and highlighted SANY's leadership in the engineering machinery industry, noting its high management standards and effective execution [3]. - Both companies have established a strong relationship based on mutual trust and support, with a focus on enhancing cooperation in areas such as high-end intelligent equipment, lighthouse factories, supply chain collaboration, management mechanisms, and research [3]. - SANY Group's Chairman Xiang Wenbo acknowledged the strong foundation for cooperation and emphasized the complementary nature of both companies' industries, aiming to leverage their strengths in infrastructure, new equipment, new energy, overseas business, and technological innovation [3]. Group 2: Future Development and Goals - The collaboration aims to create a model of cooperation between state-owned and private enterprises, focusing on achieving mutual benefits and higher quality development [3]. - Both companies are committed to exploring overseas markets together and providing customized solutions to meet CRCC's needs [3].

Core Viewpoint - The coal machinery industry is undergoing a transformation towards intelligent and diversified development, with companies like Zhengzhou Coal Mining Machinery Group Co., Ltd. (now known as Zhongchuang Zhiling) leading the way in adopting smart technologies and services to enhance production efficiency and safety [1][5]. Group 1: Industry Trends - The coal machinery market has shown signs of fatigue in recent years, but leading companies are expanding from traditional manufacturing to "intelligent equipment and full-process services," exploring new paths for high-quality transformation [1]. - The coal machinery industry is experiencing a slowdown, with the top 50 companies projected to see a decline in output value and sales revenue by 7.77% and 4.35% respectively in 2024 [4]. - The demand structure in the coal machinery sector is changing significantly, shifting from "incremental expansion" to "stock optimization" and "demand-based replenishment" due to the peak of coal production capacity construction [4]. Group 2: Technological Advancements - Zhongchuang Zhiling's smart production facility has been recognized as the first "lighthouse factory" in the global coal machinery industry, featuring 23 automated production lines and 150 industrial robots, resulting in a 200% increase in production efficiency and a 61.3% reduction in manufacturing cycle time [2]. - The introduction of advanced robots and intelligent equipment, such as explosion-proof inspection robots, is enhancing safety in coal mining operations by enabling unmanned and intelligent tasks in hazardous environments [3]. Group 3: Business Model Transformation - Companies are transitioning from being single product manufacturers to comprehensive equipment suppliers and lifecycle service providers, which is improving their market competitiveness and stabilizing profit sources [5]. - Zhongchuang Zhiling reported a 3.5% increase in revenue to 10.149 billion yuan and an 8.4% rise in net profit to 2.24 billion yuan in the first half of 2025, indicating improved profitability driven by higher-value products [5]. Group 4: Market Expansion - The coal machinery industry is expected to maintain a strong demand for intelligent equipment and services, driven by the need for safety in coal mining operations, regardless of coal price fluctuations [6]. - The export of Chinese coal machinery is projected to reach 13.8 billion yuan in 2024, with significant growth in markets such as Russia, Indonesia, and South Africa, reflecting the increasing international recognition of Chinese manufacturing [7].

Core Viewpoint - Shanxi Province is transitioning towards a new energy system, significantly increasing its renewable energy capacity while maintaining its status as a major coal producer [1][9]. Energy Production and Transition - Shanxi's industrial coal production from 2021 to 2024 reached a cumulative total of 5.126 billion tons, accounting for over 25% of the national total [1]. - The province's renewable and clean energy installed capacity has increased to 54.4%, surpassing traditional energy sources [1][9]. - The province has constructed four ultra-high voltage transmission lines, with a cumulative net electricity output of 582.1 billion kilowatt-hours from 2021 to 2024, ranking among the top in the country [1]. Smart Mining and Technology Integration - Shanxi has established 298 intelligent coal mines, which account for 65.5% of the province's coal production capacity, with plans to build an additional 130 intelligent mines by 2027 [3]. - The integration of cloud computing and big data has enabled real-time monitoring and management of mining operations, enhancing safety and efficiency [1][3]. Utilization of Gas Resources - Shanxi has developed 117 gas power plants that utilize coal mine gas, converting waste into energy [5]. - The province is focusing on low-concentration gas power generation projects to maximize the utilization of coal mine gas, which was previously considered waste [5][7]. Manufacturing and Industrial Upgrades - Shanxi's high-end equipment manufacturing industry has seen an average annual growth of 7.2% during the 14th Five-Year Plan period [9]. - A local wheel manufacturing company has been recognized as a "lighthouse factory," showcasing advanced automation and digitalization in production processes [9][21]. - The production line has achieved a 33% increase in output and significant improvements in product quality due to the implementation of big data and industrial internet technologies [21].

Core Viewpoint - The article discusses the journey of PiXun Intelligent, highlighting its innovative solutions to address industry pain points in the manufacturing sector, particularly in material management and automation [6][10]. Group 1: Company Background and Founding - PiXun Intelligent was founded by Li You, who identified significant inefficiencies in material handling within the manufacturing industry, particularly at the production line [5][6]. - The company emerged from a need for transformation in the manufacturing sector, where traditional manual sorting methods were inadequate for modern production demands [8][9]. Group 2: Initial Challenges and Solutions - The first project for PiXun was with Innolux Corporation, where they implemented a unique material management system that transitioned from push-based to pull-based production [9][10]. - Initial challenges included adapting processes, optimizing human-machine interaction, and ensuring data integration, which required extensive on-site adjustments and collaboration with clients [10][11]. Group 3: Competitive Advantage - PiXun's core competitive advantage lies in its integration of hardware and software, allowing for precise management of small packaging units of materials, which is crucial for high-value components [11][15]. - The company has developed a unique system that combines hardware reliability with advanced software algorithms, enabling significant improvements in production efficiency and reducing changeover times [15][18]. Group 4: International Expansion - PiXun's international expansion began when domestic clients sought their solutions for overseas operations, revealing similar pain points in foreign markets [16][18]. - The company adapted its products to meet stringent European standards, overcoming biases against domestic equipment by demonstrating reliability through successful pilot projects [18][20]. Group 5: Collaboration and Innovation - Collaborations with major global companies have driven PiXun's technological advancements, allowing for iterative improvements based on diverse client needs [19][20]. - The company has evolved from providing single equipment solutions to offering comprehensive material management services, solidifying its position in the industry [20][22]. Group 6: Management Philosophy - Li You's management approach focuses on maximizing human efficiency, initially using a core team model and later transitioning to an "Amoeba model" to maintain flexibility and responsiveness as the company scaled [22][23]. - This adaptive management style has enabled PiXun to remain competitive in a rapidly evolving market, demonstrating a successful path for high-end manufacturing enterprises in China [22][23].

Core Insights - Unilever China has officially launched its first food factory and logistics park in Guangzhou, marking a significant milestone in the company's efforts to promote smart manufacturing and supply chain collaboration in China [1][3] Group 1: Factory and Logistics Park Overview - The Guangzhou food factory is Unilever's first comprehensive food production base in China, expected to be a key growth engine for the company's food business in the region [1] - The factory aims to enhance Unilever's operational capabilities in Southern China and improve its supply chain layout in the market [1] Group 2: Automation and Smart Management - The factory is designed as a "lighthouse factory," featuring a series of automated and intelligent layouts that improve overall operational efficiency and market responsiveness [3] - It includes a highly integrated smart management system covering demand tracking, production execution, warehouse management, quality control, and operational optimization, ensuring dynamic visibility and flexibility in manufacturing processes [3] Group 3: Supply Chain Ecosystem - The factory is expected to accelerate the local aggregation of upstream and downstream enterprises, forming a local supply chain ecosystem centered around the factory [5] - Collaboration with suppliers, distributors, and service providers has optimized the end-to-end process from raw materials to delivery, creating a high-efficiency and mutually beneficial business network [5] Group 4: Logistics Capabilities - The newly launched logistics warehouse supports a one-stop service for "direct delivery from the production site to customers," incorporating advanced automation technologies [5] - The storage density of the new logistics warehouse has increased by approximately 70%, and its dispatch capacity has improved by 60%, significantly enhancing fulfillment efficiency while ensuring product freshness [5] Group 5: National and Global Logistics Network - The logistics warehouse not only serves the South China region but also integrates national transportation and storage networks, playing a crucial role in cross-regional allocation for Unilever's food business [7] - Unilever has established a comprehensive logistics system centered in Guangzhou, facilitating connections to national and overseas markets, thereby improving service to customers and consumers [7]