攻坚智能制造，长沙3 家企业拟"揭榜挂帅" 楚天科技的"生物医药智慧工厂整体解决方案"也榜上有名。企业在具备制药装备全产业链解决方案能力 的基础上，正持续向海外输出其在创新药领域的技术实力，目前已全面完成了从中国设备制造商向世界 级制药装备解决方案提供商的战略升级。 为"智造"厚植沃土 (资料图 片仅供参考) 3家企业的上榜绝非偶然。其背后是长沙瞄准智能制造核心战略，系统构筑产业生态，为"揭榜挂帅"厚 植坚实沃土。 工信部公示2025 年度智能制造系统解决方案"揭榜挂帅"项目名单 天恒测控、长泰机器人、楚天科技上 榜 日前，工信部公示2025年度智能制造系统解决方案"揭榜挂帅"项目名单，来自长沙的3家企业——长沙 天恒测控股份有限公司、长沙长泰机器人有限公司、楚天科技股份有限公司拟入选。记者注意到，从高 端装备的硬核实力到生物医药的领先技术，智能制造正为长沙企业全面赋能，推动其转型升级、加速发 展。 以技术创新实力"揭榜" 本次拟上榜的3家企业虽所处领域各异，却共同体现了长沙智能制造企业瞄准行业痛点、突破技术瓶 颈、赋能产业升级的清晰路径与硬核实力。 天恒测控的"电工钢生产磁性能自动检测解决方案"拟入选本次名 ...

12月6-7日举行的"2025（第二十三届）影响力企业家年会"闭幕演讲中，全球绿色能源理事会主席、协鑫集团创始人朱共山进行了《周期幻象与供给侧改革 下的企业家精神》主题演讲。 图片引自《中国企业家》 被忽略的代价：过剩产能如何悄悄扼杀创新 当产能过剩成为常态，一场静默的资源争夺战便在企业内部打响。 智造的本质：从"消化存量"转向"创造弹性" 智能制造之所以成为破局关键，正是因为它重构了生产逻辑——从"预测生产"转向"响应变化"。在传统模式中，企业根据市场预测大规模生产，一旦预测失 误，立即形成库存积压。而智能制造通过数据连通和柔性产线，实现小批量、快响应的按需生产，大幅降低过剩风险。 财务报表上，"存货周转率"成为高管每日必看的关键指标；销售团队的核心任务从开拓市场变为清理库存；生产部门不断调整排期，只为减少成品堆积。在 这样全员"消化存量"的状态下，研发新项目的预算被压缩，创新提案的讨论被延后，技术人才的精力被调配去解决眼前的生存问题。 这不是战略选择，而是资源诅咒——企业有限的注意力、资金和人力资源，被存量问题持续透支。久而久之，创新不再是一种能力，而成为一种奢侈。企业 陷入"产能过剩→全力消化→无力创新 ...

e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯，针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读，从投资者需求出发，直播上市公司有价值的活动、会议。 以下文章来源于e公司 ，作者证券时报 李映泉 11月末，工信部等六部门正式公布我国首批15家领航级智能工厂名单，格力电器旗下格力金湾智能制造工厂凭借"全价值链格力协同屋空调智能工厂"项目，成为广东省唯一 入选该名单的企业。 格力智能制造生产线负责人尤奕成介绍，该生产线上的机器人已经实现高水平的柔性化作业。"通过将AI视觉、环境感知与系统算法等深度融合，这些工业 机器人宛如生出了眼睛、耳朵和手一般，在保持高精度的同时，还能实现接近人工的灵活性。" 近日，证券时报记者对格力金湾智能制造工厂（下称"金湾工厂"）进行了实地探访。 在智能加工装备、工业机器人与物流装备的辅助下，这家工厂不仅创 下了每15秒下线一台空调的行业纪录，更以100%的数字化覆盖率、超80%的整体自动化率和80%的装备自主研制率，为制造业树立了可推广、可复制的行 业标杆。 在产品质检环节中，AI检测已经全面取 ...

Core Viewpoint - Gree Electric's Jinwan Intelligent Manufacturing Factory has been recognized as a leading smart factory in China, achieving significant automation and digitalization milestones in air conditioning production [1][6]. Group 1: Factory Achievements - The Jinwan factory has set a record of producing one air conditioner every 15 seconds, with a 100% digital coverage rate and over 80% overall automation rate [1][6]. - The factory has reduced the workforce on the production line from over 70 to approximately 20 by automating 86 out of 103 processes [2][6]. - AI-driven quality inspection has replaced manual checks, ensuring that each air conditioner undergoes automated testing of 16 critical indicators before leaving the production line [2][5]. Group 2: Technological Integration - Gree has developed industrial robots capable of handling loads from 1 kg to 600 kg, with over 2,000 units deployed in the Jinwan factory [3][7]. - The factory utilizes a comprehensive data management system that integrates real-time data collection, quality traceability, and intelligent material distribution [2][4]. - The establishment of an industrial internet platform has facilitated the interconnection of various systems, allowing for real-time monitoring of production metrics [4][5]. Group 3: Investment and Production Capacity - The total investment for the Jinwan factory is 15 billion yuan, with an annual production capacity of 12.3 million units and an expected annual output value of 18 billion yuan [6]. - The first phase of the project, with an investment of 5 billion yuan, has already achieved breakeven in its first year of operation [6]. Group 4: Future Plans and Replication - Gree plans to replicate the Jinwan factory model across 13 other air conditioning bases in various cities, enhancing its smart manufacturing capabilities [7]. - The upcoming third production line at the Jinwan factory aims to achieve full automation and 100% unmanned operation, expected to be operational by the end of this year or early next year [7].

Core Insights - The Guangdong-Hong Kong-Macao Greater Bay Area is hosting the 2025 AI and Robotics Industry Conference, focusing on the integration of AI in manufacturing and its transformative potential for industrialization [1] Digital Transformation - Guangdong has established over 400 digital transformation benchmarks and has promoted the digital transformation of 51,000 industrial enterprises, creating a national model for intelligent manufacturing [2] - China Unicom has connected 74,000 enterprises in Guangdong, emphasizing the region's strong industrial foundation and diverse AI application scenarios [2] Intelligent Manufacturing - The manufacturing sector in the Greater Bay Area is transitioning from automation to intelligence, with AI moving from cloud-based solutions to on-site applications [3] - AI is increasingly being integrated into various manufacturing processes, enhancing efficiency and reducing costs, as demonstrated by Midea Group's AI@Factory initiative [4] Investment in New Technologies - GAC Group is investing over 1.2 billion in a new digital factory, with the first phase of construction underway, highlighting the commitment to digital transformation in the automotive sector [5] - The need for high-quality data is identified as a significant bottleneck in AI implementation, with efforts underway to create a reliable data ecosystem [6] Talent Development - There is a pressing demand for skilled talent in AI, with initiatives in Guangdong aimed at fostering a collaborative ecosystem between academia and industry to cultivate the necessary workforce [7] - The establishment of the "Guangdong AI + Manufacturing Industry Alliance" aims to drive technological innovation and resource collaboration to support the development of the manufacturing sector [7]

Group 1 - Samsung's first tri-fold smartphone, Galaxy Z Trifold, officially launched in South Korea at a price of 3.5904 million KRW (approximately 17,200 CNY) and will be released in other regions including mainland China, Taiwan, Singapore, UAE, and the USA [2] - TSMC is considering changing the production process at its Kumamoto factory from 6nm and 7nm chips to more advanced 4nm technology due to declining demand from major clients like NVIDIA, which may delay the planned mass production originally set for the end of 2027 [2] - CounterPoint Research predicts that global shipments of foldable smartphone panels will increase by 46% year-on-year in 2026, driven by strong demand from Apple's first foldable iPhone, with Samsung Display expected to capture over 50% of the market share [2] Group 2 - The Shenzhen Construction Robot Alliance has been established, aiming to create a collaborative platform focusing on policy implementation, technological innovation, application promotion, market branding, and industrial ecosystem development [2]

会议指出，这次中央经济工作会议是在"十四五"即将圆满收官、"十五五"即将开启的重要历史节点上召 开的一次十分重要的会议。习近平总书记的重要讲话，全面总结2025年经济工作，深入分析当前经济形 势，系统部署2026年经济工作，具有很强的政治性、思想性、战略性、指导性，为确保"十五五"开好 局、起好步提供了科学指引和根本遵循。要深入学习贯彻习近平总书记重要讲话精神，深刻领会"五个 必须"的规律性认识，切实把思想和行动统一到党中央对经济形势的科学判断和决策部署上来，坚定信 心、用好优势、应对挑战，推动工业和信息化发展不断迈上新台阶、取得新成效。 会议强调，明年是"十五五"开局之年。全系统要全面贯彻落实党的二十大和二十届历次全会精神，深入 学习贯彻中央经济工作会议精神，完整准确全面贯彻新发展理念，坚持稳中求进工作总基调，以推动高 质量发展为主题，锚定实现新型工业化这个关键任务，着力稳增长、强创新、促融合、优治理、防风 险，因地制宜发展新质生产力，加快构建以先进制造业为骨干的现代化产业体系，实现"十五五"良好开 局。要全力稳住工业基本盘，发挥存量政策和增量政策集成效应，增强供需适配性进一步促进消费，深 入实施新一轮十大 ...

以下文章来源于睿兽Pro ，作者创业邦研究中心 2025年Q3市场数据回顾 备案基金：新增备案基金68只，同比大幅增长94.29%，涉及总规模356.52亿元；其中16只 CVC新增备案基金规模均达10亿元人民币。9月表现最为活跃，新增备案数量与总规模均刷新 年内最高纪录 一级市场：150家CVC参与237起中国投资事件，同比增长10.75%，已披露融资金额合计 455.62亿元。赛道端，人工智能与智能制造 "断层领先"；轮次以早期为主，事件数172起，占 比高达 72.57% 大额投资：CVC参与11起中国大额投资事件，占一级市场大额投资总数（30起）的36.67%。 2025年Q3新晋6家独角兽中，4家在最新一轮融资获 CVC加持（占比66.67%），参投机构为 联想创投、蚂蚁集团等国内头部主体 IPO渗透：58家中国企业完成 IPO，其中15 家企业背后有中国CVC参与支持，CVC渗透率达 25.86% 睿兽Pro . 创业邦旗下横跨一二级市场的科创数据平台。实时投资数据、追踪产业创新。找数据、做分析、链资 源，就上睿兽分析。 并购市场：中国CVC作为竞买方参与的并购事件为30起，行业集中在智能制造(7 ...

Core Viewpoint - The 2025 14th Annual Conference on the Development of Listed Companies and the Hainan Free Trade Port Opportunity Exchange Conference is being held in Haikou, focusing on the theme "Embracing Diversity, Open Cooperation" and attracting over 400 listed companies and more than 20 institutions to discuss policy paths and global development opportunities under the new closure of the Hainan Free Trade Port [1] Group 1 - The Hainan International Economic Development Bureau provided a detailed analysis of new opportunities following the full closure of the free trade port, emphasizing Hainan's strategic position to leverage the inland market and Southeast Asia [1] - The conference highlighted four leading industries that Hainan is focusing on, with the Bureau offering one-stop services to encourage various market entities to seize development opportunities as a dual circulation hub [1] - Experts at the conference suggested that Hainan should actively align with international high-standard economic and trade rules during the 14th Five-Year Plan period, with technologies like embodied intelligence driving upgrades in smart manufacturing [1] Group 2 - The conference included a roundtable discussion featuring leading domestic industry enterprises, focusing on two main topics: "AI Value Anchors" and "New Export Paradigms," where participants shared practical experiences and in-depth insights [1]

Core Viewpoint - The article highlights the transformation of traditional tie-dyeing techniques through the integration of AI technology, showcasing the successful implementation of an AI tie-dyeing production line by Jiangsu Huayi Group, which enhances efficiency and product quality while preserving cultural heritage [1][2]. Group 1: Technological Advancements - Jiangsu Huayi Group has developed the world's first AI tie-dyeing robot production line in collaboration with Donghua University, set to be operational in 2024, marking a new phase in the digital transformation and intelligent production of traditional tie-dyeing techniques [2]. - The AI production line has achieved an annual capacity of nearly 1 million pieces, with a product quality rate of 98% and a dye utilization rate increased from 60% to 92% [2]. Group 2: Cultural Integration and Market Response - The AI tie-dyeing production has garnered significant attention, with products like the "Tie-Dye Art T-Shirt" showcased at the Shenzhen Cultural Expo, leading to successful collaborations with brands like Nike, resulting in nearly 200,000 orders [2]. - The Huayi Tie-Dye Museum, set to open in 2024, aims to blend traditional craftsmanship with modern design and digital thinking, creating a cultural IP space that promotes the heritage of tie-dyeing [2][3]. Group 3: Educational and Community Engagement - The Huayi Tie-Dye Museum has attracted over 30,000 visitors and generated over 50 million yuan in industrial tourism sales, emphasizing the importance of cultural tourism in promoting traditional crafts [3]. - Educational initiatives, such as workshops in Jiangxi Province, aim to instill the value of traditional tie-dyeing techniques in younger generations, aligning with national cultural development goals [3].