编者按 3月19日，2025年雨花经开区"三新"成果发布会举行，40个新技术、新产品、新场景首次亮相，全面彰显雨花经 开区蓬勃向上的科创活力。综观这些新成果，其中不乏一些可能改变行业发展进程、具有重大意义的创新产 品。为更好地讲述新成果背后的研发故事，为长沙打造国家重要先进制造业高地彰显雨花担当，长沙晚报今起 特推出"雨花'智'造，C位出道"系列报道。 长沙晚报全媒体记者 朱泽寰 通讯员 刘佳妮 要将22厘米厚的钢板焊接起来，难度有多大？十多年前，为了完成焊接工序，需要耗费大量时间进行调试，通 常好几天才能确定一套可行的方案。正因为此，中南智能的"大模型具身智能机器人焊接系统"在雨花经开区"三 新"成果发布大会上一经亮相，瞬间成为行业焦点。 这是一台怎样的智能焊接系统？它能解决哪些行业难题？ 提效 工序示教从2小时到2分钟 这一系统以生成式AI为内核，结合工业机理模型与知识图谱，就像给机器人装上了一个聪明的"大脑"。它能够 自动生成工艺参数与路径规划，通过数字孪生技术实时模拟焊接场景，还能兼容国内外多品牌机器人，完美攻 克了传统示教编程效率低、柔性差的难题。 以往，传统机器人依赖人工编程，在焊接复杂曲面工件时 ...

Core Insights - The Yangtze River Water Resources Commission held a special meeting to review and approve the top-level design for the Digital Twin Yangtze project, along with related guidelines and plans for future construction [1] Group 1: Project Overview - Since July 2024, the Yangtze River Water Resources Commission has been advancing the Digital Twin Yangtze construction with a "1+2+N" approach, completing a blueprint and establishing a technical system for the project [1] - The meeting highlighted the importance of accelerating the Digital Twin Yangtze construction according to the principles of demand-driven, application-focused, digital empowerment, and capability enhancement [2] Group 2: Implementation Strategies - The commission aims to enhance and integrate pilot results, focusing on flood prevention capabilities in the Han River and Li River before the flood season [2] - Ongoing projects, such as the comprehensive water monitoring system and the Digital Twin Three Gorges enhancement project, will be prioritized for technical coordination and result integration [2] - The construction of standardized data platforms for flood retention areas and levees will be organized to provide models for provincial water management [2] - There is a focus on planning new projects and developing an integrated monitoring system, ensuring high-quality computational infrastructure and data platforms [2] - The commission will strengthen the Digital Twin Yangtze smart flood prevention system and explore a continuous development path in disaster prevention [2] - Departments are required to follow the commission's work plan to ensure the completion of key tasks for the Digital Twin water resources by 2025 [2] Group 3: Organizational Support - The meeting emphasized the need for enhanced organizational support for the Digital Twin Yangtze project, including clear responsibility assignments and external communication mechanisms [3]

Core Viewpoint - The combination of Co smo s and Omi n i v e rs e is expected to accelerate the development of physical AI, driving advancements in the intelligent driving and humanoid robot industries [1][7] Group 1: Industry Development - The evolution of CAE software and the CUDA ecosystem demonstrates that iterative improvements in simulation and development tools can significantly accelerate industry development, shorten R&D cycles, and lower engineering implementation thresholds [1][7] - The demand for physical AI is clear, and its widespread application could reduce the time and physical resources required for training in intelligent driving and humanoid robots [7] Group 2: Investment Opportunities - Three investment themes are suggested: 1) Hardware suppliers for Co smo s and Omi n i v e rs e 2) The supply chain of intelligent driving and humanoid robots 3) Main manufacturers of intelligent driving and humanoid robots [1][7] Group 3: Technological Advancements - Co smo s provides a series of physical AI models that offer end-to-end scalability for complex training systems, utilizing 20 million hours of real-world data to create realistic synthetic videos for training [3] - The integration of Co smo s with the Omi n i v e rs e platform allows developers to create 3D scenes and generate realistic videos, enhancing the quality of training resources for intelligent driving companies [4] Group 4: Market Projections - The penetration rate of L3 intelligent driving is expected to reach 20% by 2029, an increase of 4 percentage points compared to non-physical AI-assisted scenarios, with the market for intelligent driving simulation software projected to reach 13.9 billion yuan by 2034 [4] - The global market for large language models in humanoid robotics is anticipated to exceed 100 billion dollars by 2028, driven by partnerships with leading humanoid robot manufacturers [5]

Core Viewpoint - The global manufacturing molds and dies market is projected to reach USD 3.47 billion by 2031, with a compound annual growth rate (CAGR) of 6.9% over the coming years [2]. Market Overview - Manufacturing molds and dies are essential tools for mass production of industrial components, significantly enhancing production efficiency and reducing costs [1]. - The automotive sector is the largest demand source, accounting for approximately 46.5% of the market share [11]. - Linear molds dominate the product type segmentation, holding about 35.6% of the market share [9]. Key Market Players - The top ten manufacturers in the global manufacturing molds market hold around 34.0% of the market share as of 2022 [6]. Market Drivers - Global manufacturing upgrades and automation developments are driving the demand for high-precision molds [13]. - The growth of the automotive industry, particularly in electric vehicles and lightweight materials, is increasing the need for advanced precision molds [13]. - The miniaturization trend in electronic products is creating a strong demand for high-precision molds in the semiconductor packaging sector [13]. - The aerospace and high-end manufacturing sectors are also contributing to the rising demand for high-performance molds [13]. Challenges - Fluctuations in raw material prices, particularly high-quality steel, can impact cost control in mold manufacturing [15]. - Rising manufacturing costs due to increased energy, labor, and environmental compliance requirements are pressuring profit margins [15]. - High technical barriers in producing advanced molds limit market entry for some companies [15]. - International competition remains intense, particularly from developed countries with established technological advantages [15]. Opportunities - The development of the electric vehicle supply chain is increasing the demand for high-precision molds [16]. - The semiconductor and electronic packaging mold market is expected to grow due to advanced packaging technologies [16]. - The acceleration of domestic substitution in markets like China and India presents growth opportunities for local manufacturers [16]. - The integration of smart molds and digital manufacturing technologies is enhancing production efficiency [16]. - Sustainable mold materials and recycling technologies are likely to reduce costs and improve sustainability [16]. - The Belt and Road Initiative is expected to boost demand for molds in emerging markets [16].

Group 1 - The company CIMC Enric has been awarded the "Green Intelligent Manufacturing Dual Transformation Benchmark Award" at the 2025 ESG Excellence Award evaluation by the China Top 100 Listed Companies Forum [2] - CIMC Enric was recognized as one of the first "National Excellent Intelligent Factories" by the Ministry of Industry and Information Technology, marking a new paradigm in the digital transformation of the tank container industry [2] - The company implemented digital twin technology in its flexible lighthouse factory project, achieving a 20% increase in production capacity and a 10% reduction in energy consumption [2] Group 2 - CIMC Enric is advancing the "AI + Digital Flaw Detection" technology, which has reached the model training stage, with an accuracy rate of 99% in identifying weld defects [2][3] - The digital flaw detection technology has reduced inspection time from 60-90 minutes to 1-2 minutes, resulting in a 60-fold increase in efficiency and annual cost savings of 1.5 million yuan [3] - The company has developed the first fully automated powder coating line in the tank container industry, achieving near-zero VOC emissions and an annual reduction of 78 tons of emissions [3]

Group 1: Core Themes of Hannover Messe - The Hannover Messe 2025 focuses on AI, smart manufacturing, digital ecosystems, and energy solutions, showcasing around 4,000 exhibitors under the theme "Technology Shapes the Future" [1] - AI is a central theme, with companies like Siemens, Bosch, and Google Cloud presenting AI-driven solutions that enhance productivity across the entire value chain [2][3] - The digital twin technology is highlighted for optimizing research and production processes, significantly accelerating product development [3] Group 2: Innovations in Automation and Robotics - Automation and robotics technologies are prominently featured, with companies like Festo showcasing market-ready components and systems tailored to customer needs [4] - JAKA Robotics introduced the JAKA S 5 collaborative robot, emphasizing user-friendly graphical programming and high precision control [4] - The French company Wanzhi Energy presented comprehensive industrial connectivity solutions, illustrating various applications through a LEGO model of a complete factory [4] Group 3: Energy Transition and Hydrogen Solutions - The role of hydrogen in energy transition is emphasized, with companies displaying innovative solutions for electrolysis, storage, and industrial applications [5][6] - Bosch showcased its PEM electrolyzer, which effectively converts electrical energy into hydrogen while minimizing energy loss [5] - Ecolplanet won the Hermes Startup Award for its AI-driven platform that helps businesses analyze energy consumption in real-time, reducing energy costs by 20% and significantly lowering CO2 emissions [6] Group 4: International Collaboration and Green Development - The China National Energy Group presented its initiatives for green development and strategic emerging industries, highlighting its international cooperation efforts [6] - The establishment of a European research institute in Berlin focuses on clean energy and ecological cooperation, aiming to bridge Sino-European green technology collaboration [6]

Core Viewpoint - The company, Hangzhou Kolin Electric Co., Ltd., focuses on the development, production, and sales of digital intelligent sensing products for power grids, energy storage systems, and perovskite photovoltaic components, aiming to support the construction of a new power system and achieve sustainable development in the energy sector [7][35]. Company Overview - Hangzhou Kolin is a high-tech enterprise specializing in the construction of new power systems, with a product matrix covering "generation, transmission, transformation, and distribution" across various voltage levels [7][35]. - The company has developed dozens of intelligent monitoring series products and a digital platform for online diagnosis and early warning, achieving international leading levels in several core technologies [35][36]. Business Model - The company adopts a proactive development approach based on market demand and collaborates closely with clients to develop new products that align with industry trends [14]. - The procurement model includes ordinary procurement, customized procurement, and outsourcing, ensuring flexibility and efficiency in sourcing materials [15]. - The production model is primarily order-based, allowing the company to adjust production according to market demand and customer requirements [16]. Industry Situation - The new power system construction is a key strategy for achieving carbon neutrality goals and ensuring energy security in China, with significant policy support and market demand driving growth in the sector [19][20]. - The company is positioned in the rapidly evolving fields of digital intelligent sensing technology and energy storage systems, which are critical for the safe and efficient operation of the new power system [19][20]. Technological Advancements - The company has made significant progress in developing advanced technologies, including intelligent sensing, data analysis, and AI diagnostics, which are essential for real-time monitoring and fault prediction in power equipment [8][41]. - The introduction of the laser acoustic spectrum acetylene rapid detection device represents a breakthrough in power equipment detection technology, significantly reducing detection time and improving accuracy [39]. Future Development Trends - The company plans to enhance its digital intelligent sensing technology by integrating multi-modal sensing, edge intelligence, and digital twin collaboration, which will improve the predictive maintenance capabilities of power systems [41]. - The market for perovskite solar cells is expected to expand significantly, driven by advancements in flexible solar technology and increasing applications in various sectors [42]. - The demand for six-dimensional force sensors in humanoid robots is anticipated to grow rapidly as the industry moves towards mass production, creating new opportunities for the company [42].

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company achieved a revenue of 42.837 billion yuan in 2024, a year-on-year decrease of 7.37%, while the net profit attributable to shareholders was 3.394 billion yuan, reflecting a year-on-year increase of 12.86% [2] - The revenue decline was primarily due to fluctuations in military procurement cycles and delays in order deliveries, but the net profit growth was driven by improved gross margins and reduced expense ratios [2][3] - The company made significant technological advancements in the aerospace defense sector, including breakthroughs in lightweight design and domestic upgrades of avionics systems [3] - The implementation of a second phase of the stock incentive plan aimed at binding high-end talent further supports the company's growth strategy [4] Financial Summary - The company's total revenue for 2023 was 46.248 billion yuan, with a projected revenue of 47.787 billion yuan for 2025, and 56.693 billion yuan for 2026, indicating a recovery trend [1][11] - The net profit forecast for 2025 and 2026 is 3.539 billion yuan and 4.383 billion yuan respectively, with an expected net profit of 5.051 billion yuan in 2027 [4] - The earnings per share (EPS) for 2024 is projected at 1.23 yuan, with a decreasing price-to-earnings (P/E) ratio forecasted from 34.33 in 2024 to 23.07 in 2027 [1][4]

了解到企业需求后，国网张家港市供电公司组建服务专班，多次上门调研，并利用电力大数据分 析，推进"供电+能效服务"，结合企业用能结构和能耗水平，为其量身定制智能微电网建设方案。 近日，信义光伏（苏州）有限公司智能微电网项目顺利投运。作为苏州首个大规模自平衡微电网及 张家港规模最大的微电网，该项目通过集成余热利用、光伏发电、储能设备和工业生产负荷，实现"源 网荷储"协同控制、负荷就地平衡，有力支撑电网和企业绿色高效发展。 在信义光伏生产车间，全自动生产线正高速运转。"建设企业自己的微电网，既提升了能源利用效 率，又形成了可靠的电力供应保障体系。"该公司电气负责人王峰介绍。 建设过程中，国网张家港市供电公司服务专班协助信义光伏建成一套能量管理系统，通过数字孪 生、全景展示和3D可视化技术，对各元素实现统一调度管理。"这套系统如同微电网的'智慧大脑'，可 对各发电单元、储能设备、用电负荷的运行数据进行集中处理，通过预测光伏、余热出力和用电负荷， 可自主制定储能'跟随式'充放电策略，实现'源网荷储'协同运行。"国网张家港市供电公司营销部工作人 员周俊说，该微电网具备35兆瓦电网互动调节能力，日常可开展7500千瓦填谷和 ...

Core Insights - Company is a leading provider of smart water management solutions in China, focusing on enhancing water management through IoT, big data, cloud computing, and AI technologies [1][2] - The company has made significant achievements in the smart water sector, increasing R&D investment and establishing partnerships with various research institutions and enterprises [2] - The launch of the "Weipage River Map AI" platform aims to improve water management efficiency through AI technology, with applications in monitoring, supply network optimization, customer interaction, and water quality treatment [2][3] Business Development - The company’s business encompasses a full-chain solution from water source to tap, including water supply equipment, smart water platforms, modular water plants, and smart water meters [1] - Recent government policies promoting infrastructure upgrades in water supply and other sectors present substantial business opportunities for the company [2][3] Technology and Innovation - The smart water platform integrates cutting-edge technologies such as IoT, big data, AI, and digital twins to achieve comprehensive management from water source to end-user [3] - The company is committed to optimizing its platforms and increasing market share in the smart water industry [3] Market Expansion - The company is actively expanding into international markets, particularly in countries along the "Belt and Road" initiative, engaging in deep exchanges with potential overseas clients [3] Impact of Water Pricing - Recent increases in urban water prices have positively influenced the company’s business by driving demand for efficient water management solutions and encouraging water utilities to invest in smart technologies [3][4] Leakage Management - The company offers various measures to help water utilities reduce leakage, including smart monitoring, supply network optimization, and operational management systems [4]