中新网苏州1月4日电 (记者 钟升)苏州市新型工业化推进会议暨"AI+制造"创新发展大会4日召开。《苏 州市推进新型工业化2026年行动方案》(简称《方案》)在会上发布。 大会集中发布多项关键举措与重要清单。多家行业龙头企业结合自身发展定位，分别从龙头引领、质量 提升、国产替代、外资赋能、核心技术突破等角度，分享在新型工业化与"AI+制造"领域的探索成果与 未来规划，全方位展现苏州各界推动新型工业化与"AI+制造"深度融合的坚定决心与务实行动，凝聚起 政企协同、多方联动的发展合力。(完) 根据《方案》，苏州市2026年以争创国家新型工业化示范区为主线，坚持智能化、绿色化、融合化方 向，实施新型工业化"八大工程"28项行动，到"十五五"末，新质生产力发展取得重要进展，现代产业体 系基本建成；到2035年，建成全球具有领先地位的"智造之城"。 2026年，苏州将从工业大模型培育、工业数据集建设、典型应用场景推广、智能终端品牌塑造等八个方 面重点发力，动态培育150个工业大模型，建设形成200个以上高质量工业数据集，新增100个以上可复 制可推广典型应用场景，培育入库智能终端产品超300个，遴选建设10个制造业重点 ...

Group 1: Economic Development and Industrial Transformation - Shishi City has achieved significant economic growth during the "14th Five-Year Plan" period, with a total investment of 378 billion yuan in industrial technology transformation projects and an increase of 50,000 business entities [1][2] - The city has successfully implemented 109 technology transformation projects, with 8 projects recognized as pilot projects by the Ministry of Industry and Information Technology [2] - The establishment of the Andema Intelligent Industrial Park, with a total investment of 1 billion yuan, exemplifies innovative招商模式 that alleviates initial land cost burdens for enterprises [1][3] Group 2: Data and Digital Transformation - The establishment of Shishi Fushi Data Operation Co., Ltd. aims to enhance data flow and value release, promoting deep integration between traditional and emerging industries [3] - The implementation of 5G technology in factories has significantly improved operational efficiency, with smart forklifts increasing productivity by 150% and reducing costs by over 50% [3] Group 3: Open Economy and Trade - Shishi has actively expanded its foreign trade routes, with 13 new international shipping lines established, contributing to a total foreign trade import and export volume of 205.83 billion yuan [1][9] - The Shihu Port has been upgraded to handle an annual throughput capacity of 3 million TEUs, positioning it as a leading container shipping hub in Quanzhou [8][9] - The city has launched the first county-level foreigner service center in the province, enhancing the business environment and attracting foreign investment [5] Group 4: Social Welfare and Governance - Shishi has implemented reforms in public services, such as the "one-stop" online enrollment system for education, significantly improving efficiency for parents [10] - The city has established a comprehensive healthcare system by integrating various medical institutions, enhancing service delivery and resource sharing [11] - Initiatives to improve social welfare include raising the urban and rural minimum living standards to 940 yuan, the highest in Quanzhou [12][13]

12月30日，《 2025中国制造 强国发展指数报告》在北京发布。报告显示，2024年，我国制造业顶压前行、向新向优，成为继美国、德国、日 本后第四个迈入全球制造强国行列的国家。 由制造业大国迈向制造业强国行列，这是一次质的飞跃。把话题转移到江西，一直以来，江西坚定不移实施工业强省战略，在制造业方面不断 发力，清晰勾勒出了强劲发展态势。 江西东接长三角、南通粤港澳大湾区，联通东西、承接南北、通江达海的区位优势独特。曾几何时，受制于诸多因素，与周边省份相比，江西 经济规模不占优势。 如何破"圈"赶超？江西坚持把发展经济的着力点放在实体经济上。 一直以来，以全省"一盘棋"的理念科学布局，江西以深化落实"1269"行动计划为重点，以推动制造业数字化转型为路径，以产业科技创新为动 力，努力让工业这个"脊梁"挺起来、硬起来。 在吉安伊戈尔磁电科技有限公司1.7万平方米的车间内，上百台机械手臂来回摆动。工人只需在控制面板输入指令，机器人小车便会从立体仓 库取货，将所需物料送到生产线上。 该公司生产部主管介绍，通过数据化、信息化实现的标准化生产，产能从每月200台提升到600台，损耗从8%降低到2%，设备综合利用率提高 8 ...

首先，作为2025年工业领域核心任务，新型工业化被写入《政府工作报告》，其核心要义在于推动科创与产业创新深度融合，带动传统产业迭代更新与新型 产业发展壮大，为"十四五"圆满收官与"十五五"平稳开局夯实工业发展根基。 2025年作为"十四五"收官与"十五五"谋划的关键交汇点，中国工业产业在政策精准引领与创新驱动双轮驱动下，呈现出稳中有进、质效双升的良好发展态 势。 数据显示，全年规模以上工业增加值同比增长5.9%，1—11月规模以上高技术制造业、装备制造业增加值同比分别增长9.2%和9.3%；制造业转型升级步伐持 续加快，累计建成7000余家先进级、500余家卓越级智能工厂，为产业高质量发展筑牢根基。 本文将围绕年度核心关键词，结合行业实践与典型案例，复盘2025年中国工业产业发展脉络，展望未来发展方向。 一、新型工业化 2025年，新型工业化称得上中国工业产业发展的总纲领。 在政策指引下，各地纷纷聚焦实体经济，以先进制造业为骨干构建现代化产业体系。长三角地区推动电子信息、高端装备等产业集群化发展，通过跨区域协 同创新实现产业链上下游高效联动；珠三角地区则依托智能制造、绿色制造试点示范，推动传统制造业向高端化、 ...

Core Viewpoint - The A-share market in 2025 saw significant growth across various sectors, with the top ten sectors experiencing substantial annual increases driven by factors such as AI demand, technological advancements, and geopolitical tensions [1][2]. Group 1: Sector Performance - The top-performing sectors in 2025 included: - Optical communication modules with a growth of 156.02% - F5G concept rising by 128.33% - CPO concept increasing by 124.50% - Space station concept up by 115.95% - PCB sector growing by 112.11% - Foxconn rising by 111.69% - Nvidia concept increasing by 104.45% - Gold concept up by 97.35% - Robotics sector growing by 86.54% - New industrialization rising by 83.86% [1][2]. Group 2: Drivers of Growth - The surge in optical communication modules and CPO concepts was primarily driven by: - Explosive demand for AI computing power - Accelerated technological iterations - Domestic substitution and policy funding support [1]. - The PCB, Foxconn, and Nvidia concepts also benefited from: - Explosive growth in AI computing demand - Increased production and sales of high-end products due to AI servers - Resonance from the demand in new energy vehicles and consumer electronics, leading to historic high industry performance [1]. - The significant rise in the gold sector was attributed to: - The onset of the Federal Reserve's interest rate cuts, which lowered real interest rates and weakened the dollar - Escalating global geopolitical conflicts - Central banks' continued gold purchases and a trend towards de-dollarization, driving safe-haven and asset allocation demand [1]. Group 3: Robotics Sector Insights - The robotics sector's growth was fueled by: - Deep integration of embodied intelligence and AI large models, leading to rapid breakthroughs in humanoid robot technology - Progress in Tesla's Optimus V3 adaptation for mass production - Acceleration of commercialization by domestic complete machine and core component enterprises - The establishment of offline stores for Yush Robot and the catalyzing effect of robot marathon events on industry enthusiasm [2].

Group 1 - The core viewpoint of the articles emphasizes the need for high-quality development and upgrading of China's manufacturing industry during the "14th Five-Year Plan" period, focusing on intelligent, green, and integrated industrialization [1][2][3] - The conference highlighted six key tasks for future development, including enhancing technological innovation, developing the digital economy, and fostering new industrial ecosystems [1] - Experts suggest that the key to upgrading China's manufacturing lies in developing competitive high-end equipment industries and fostering collaboration among teams focused on equipment organization, manufacturing, and key technology research [2][3] Group 2 - The strategy for the next decade should focus on solidifying the industrial foundation, advancing high-level technological self-reliance, and nurturing new productive forces [2] - There is a call for increased support for basic research and cutting-edge technologies in industries that have already reached a world-leading status [3] - The implementation of a "key breakthrough" strategy should be continued while also incorporating new industries such as smart instruments and biological manufacturing [3]

Core Insights - Dongtu Technology is extending its technological foundation into the smart robotics sector by launching an embodied intelligence development platform, creating a new moat from foundational technology to industrial ecology [1] Group 1: Business Foundation - Dongtu Technology, established in March 2000, has transformed from an industrial communication equipment provider to a foundational provider of industrial internet, covering industrial network communication, operating systems, and smart control solutions [2] - The company has developed the AUTBUS standard, which became the first IEC international standard led by China since 2008, breaking the foreign technology monopoly in the robotics network [2] - The independently developed Hongdao operating system (Intewell) is the only national-level smart robotics operating system, fully compatible with domestic chips, providing a solid foundation for entering the robotics sector [2] Group 2: Addressing Industry Pain Points - Dongtu Technology announced the establishment of the "Embodied Intelligence Joint Research Center" with the University of Electronic Science and Technology, launching the first embodied intelligence development platform based on a controllable robotic electronic architecture [3] - The platform offers a full-stack solution covering hardware compatibility, computing frameworks, and model tools, significantly reducing the complexity of robotics application development [3] - The core innovation of the platform is the assignment of a unique IPv6 identity address to each perception and control node in the robot, ensuring secure collaboration between the robot's "brain" (intelligent decision-making) and "small brain" (real-time control) [3] Group 3: Ecosystem Development - Dongtu Technology has made strategic investments in key enterprises within the robotics supply chain, establishing an initial ecological layout in core components, power systems, and intelligent algorithms [4] - The development of the embodied intelligence platform connects discrete technologies and product investments into a networked empowering ecosystem centered around the development platform [4] - The company plans to use the rich industrial foundation and application scenarios in the Chengdu-Chongqing region as a testing ground for the platform, aiming to build a domestically-led robotics industry ecosystem [4]

Group 1 - The core focus is on advancing the digital transformation of the manufacturing industry in Jiangsu province, aligning with national directives for new industrialization and digitalization efforts [1] - The provincial government aims to establish a gradient system for smart factories, targeting over 10,000 industrial enterprises to develop basic smart factories annually, with 2,000 advancing to advanced smart factories and 1,000 to excellence-level smart factories [1] - There is a strong emphasis on supporting the digital transformation of small and medium-sized enterprises (SMEs), with initiatives to promote low-cost digital solutions and encourage innovation among approximately 10,000 innovative SMEs and 1,000 specialized "little giant" enterprises each year [1] Group 2 - The initiative includes promoting artificial intelligence (AI) applications, with a focus on developing industry-specific large models and encouraging collaboration between leading enterprises and specialized small models to enhance overall industry intelligence [2] - The plan involves strengthening information infrastructure by accelerating the deployment of gigabit optical networks and 5G technology, supporting the establishment of "ten-gigabit parks," and enhancing data collection and networking capabilities for enterprises [2] - The government aims to create a favorable development environment by leveraging tax incentives for equipment upgrades and technology transformation, while also establishing digital transformation standards and promoting high-end digital talent recruitment [3]

Strong Stocks - As of December 30, the Shanghai Composite Index remained unchanged at 3965.12 points, while the Shenzhen Component Index increased by 0.49% to 13604.07 points, and the ChiNext Index rose by 0.63% to 3242.9 points [1] - A total of 66 stocks in the A-share market hit the daily limit, with the top three strong stocks being: Tailong Co., Ltd. (002347), Zhenghe Ecology (605069), and Shoukai Co., Ltd. (600376) [1] - The top 10 strong stocks with specific data include: - Tailong Co., Ltd. (002347) with 4 consecutive limit-ups and a turnover rate of 44.08% - Zhenghe Ecology (605069) with 3 limit-ups in 5 days and a turnover rate of 36.95% - Shoukai Co., Ltd. (600376) with 3 limit-ups in 7 days and a turnover rate of 14.21% [1] Strong Concept Sectors - The top three concept sectors with the highest increase in A-shares are: Reducers, Humanoid Robots, and PEEK Materials [2] - The top 10 concept sectors with their respective increase percentages include: - Reducers with an increase of 2.86% - Humanoid Robots with an increase of 1.94% - PEEK Materials with an increase of 1.82% [3]

Group 1 - The core viewpoint of the article highlights that Qianjin Pharmaceutical (600479) is implementing a digital transformation strategy across its entire value chain, aiming to reduce costs and improve efficiency [1] - The company's AI capabilities are being applied in various areas including research project initiation, production scheduling, procurement sourcing, decision-making for bulk medicinal materials, marketing knowledge assistance, and AI training [1] - The recent acquisition of minority shareholder rights in two companies is a significant step in executing the company's medium to long-term strategic plan, which is expected to enhance profitability and increase net profit attributable to the parent company [1] Group 2 - Qianjin Pharmacy currently operates approximately 1,800 stores, with a notable year-on-year increase in sales of influenza-related medications [1]