Group 1: Economic Framework - The concept of "new economy" emphasizes technology and intellectual property, first introduced in China's 2016 government work report, advocating for the development of high-tech industries and modern services[3] - The Solow model suggests that long-term per capita output growth is driven solely by exogenous technological progress, while endogenous growth theory posits that knowledge and innovation can lead to sustained internal growth[3][14] Group 2: Empirical Evidence - A multiple linear regression model using quarterly data from September 2016 to September 2025 indicates that technological innovation, digital economy, and high-quality openness significantly drive industrial upgrading[3][33] - The model's R-squared value is 0.8181, indicating a high degree of fit, with significant F-statistics (F=28.78, p=0.0000) confirming the joint significance of the explanatory variables[38][46] Group 3: Core Mechanisms - The core mechanisms of industrial upgrading include technological integration, factor innovation, and organizational change, with "creative destruction" facilitating structural optimization through new technologies and industries[3][49] - The importance of new production factors such as knowledge, data, and computing power is increasing, leading to transformations in traditional factors like labor and capital[3][49] Group 4: Empowerment Pathways - High-end, intelligent, green, and global pathways are identified as key empowerment routes for industrial upgrading, with high-tech manufacturing and equipment manufacturing showing strong growth, maintaining over 6% year-on-year growth since 2024[3][49] - The digital economy is projected to see data transaction volumes exceed 160 billion yuan in 2024, with a year-on-year growth of over 30%[3][49] Group 5: International Comparisons - The report draws lessons from the U.S. "technology-industry-finance" collaborative system, Germany's "Industry 4.0" concept, and Japan's lean manufacturing model, emphasizing the importance of small and medium enterprises and continuous R&D investment[3][49]

亚太股份(002284.SZ)发布2025年度业绩预告，预计2025年度归属于上市公司股东的净利润4.68亿元至 5.75亿元，同比增长120%至170%。 主要是2025年汽车行业持续增长，特别是新能源汽车实现高速增长，公司坚持以技术创新为引领，积极 开拓市场，实现营收较大幅度增长;其次，公司持续完善精益管理措施，实现内部降本增效，全面提升 了经营效率和市场竞争力，推动公司业绩稳步增长。 报告期内，公司非经常性损益金额4,650万元左右，主要为公司收到的政府补助及理财收益。 ...

为进一步拓展原材料回收的辐射半径、强化规模效应，并巩固公司在金属回收与汽车拆解领域的长期核 心竞争力，M公司近日与 SA RECYCLING LLC （简称"SA公司"）和SA公司控股子公司 PSC METALS,LLC(简称"PSC公司"）签订了《资产购买协议》，根据协议，M公司以约2,460万人民币的交 易对价购买SA公司和PSC公司的与废旧金属回收业务相关的资产（简称"标的资产"），包括土地、厂 房、生产设备、合同权利等。 M公司所有经营及生产活动均位于美国境内，下游销售市场亦高度聚焦美国本土。公司已在美国东部五 大州建立了二十余个回收网点，形成了区域性的回收网络与处理能力。 格隆汇1月12日丨怡球资源(601388.SH)公布，公司的全资子公司Metalico,Inc（简称"M公司"）深耕于资 源再生领域的技术创新和产业升级，核心聚焦两大板块：汽车专业化拆解和金属废料的高值化回收。公 司通过精细化、智能化的拆解技术，从报废车辆及各类废料中，精选出可再次售卖的二手汽车零配件， 同时精准提取高品质再生钢铁、有色金属以及部分贵金属。 ...

Core Insights - The launch of the new insecticide "Haode Gelaiya®" (10% Cypermethrin dispersible liquid) marks a significant step for Taihe Co., showcasing its commitment to innovation and technology in the agricultural sector [1][10] - Taihe Co. aims to transition from a focus on imitation to creation, emphasizing the importance of technological innovation in overcoming industry challenges and enhancing competitiveness on a global scale [3][14] Company Overview - Taihe Co. is positioned as a global technology-driven enterprise, leveraging 363 patents and four production bases to maintain a leading edge in core products like Azoxystrobin and 2,4-D [1][10] - The company has established a comprehensive innovation platform from molecular design to commercialization, utilizing AI-assisted design and market-driven mechanisms [1][10] Product Details - "Haode Gelaiya®" is recognized as an IRAC Group 30 product, focusing on addressing resistance issues in Lepidoptera pests, and has been granted 67 patents [1][10] - The product demonstrates significant efficacy against pests such as Plutella xylostella and Spodoptera exigua, with rapid action and environmental safety [8][19] Industry Context - The introduction of "Haode Gelaiya®" is seen as a benchmark in the agricultural sector, representing a strategic shift towards innovation amidst industry challenges [5][14] - The Chinese Pesticide Industry Association emphasizes the need for the industry to move away from price wars and towards high-quality development driven by technological innovation [5][14] Strategic Goals - Haode Co. has set clear development objectives, focusing on key crops like wheat and corn, with plans to cover 3 million acres within three years through innovative product offerings [6][14] - The company aims to build strong partnerships and a stable network to foster a collaborative and successful business environment [6][14]

#1 我们正处在怎样的"时刻" 上一轮ChatGPT带来的冲击波尚未消散，人们便开始为该模型的 "高门槛"——包括极高的算力要求及其相关的高 能耗、高训练成本和巨额投资问题——颇感忧虑，也发现了其在中文支持和专业深度方面的缺陷。与此同时，有 人担心人工智能发展水平的差距将拉大经济社会发展的差距，国家之间将进一步分化。这时，成立于2023年的中 国人工智能公司深度求索（DeepSeek）推出同名模型，就上述问题给出了答案。 西方媒体用"斯普特尼克时刻"( 指美苏争霸中，美国因苏联抢先成功发射世界上第一颗人造卫星而感到落后的时 刻）这个说法，表达对深度求索模型诞生的震惊。借用这个以冷战事件为背景的隐喻，固然体现西方对这一技术 突破的肯定，也暗含对人工智能领域国际竞争加剧的警觉。按照西方人的文化传统，他们或许更应该把这场较量 类比为"大卫击败歌利亚"的故事。故事中，身材瘦小、以投石器为武器的牧童大卫与身形高大、披重甲持利剑的 勇士歌利亚之间，体现了非对称优势的运用。不过，这个类比只应该是表面意义上的，技术竞争毕竟不是零和博 弈，良性竞争终将催生更丰富的人工智能生态。 曾有位读者在致信英国《金融时报》时建议，与其使用 ...

Core Viewpoint - Tianhai Automotive Electronics Group Co., Ltd. is actively advancing its IPO process, marking a significant milestone for the company and providing strong support for the transformation of China's automotive industry towards "new four modernizations" [1] Group 1: Company Development and Market Position - Tianhai Electronics has evolved from a follower of standards to a rule-maker in the automotive parts industry, showcasing the industry's transition from imitation to innovation [2] - The company has established itself as a key player in the supply chain for both new energy vehicles and traditional fuel vehicles, with a focus on high-pressure harnesses, connectors, and intelligent electronics [1][2] - The company has invested over 1.5 billion yuan in R&D over the past three years, leading to the establishment of a robust R&D system and the formulation of 42 national and industry standards [3] Group 2: Technological Advancements - Tianhai Electronics has developed a full-chain solution covering "transmission—connection—intelligent control," positioning itself at the forefront of market competition [2] - The company holds over 1,000 patents, with 40% being invention patents, and maintains a leading technology conversion rate in the industry [3] - The average value of products per vehicle has increased significantly from 2,500 yuan to over 5,000 yuan, demonstrating a clear technology premium effect [3] Group 3: Operational Efficiency - The company has implemented a strict supplier admission system and formed strategic alliances with leading global companies to ensure quality and timely supply of raw materials [4] - Tianhai Electronics employs a dual production model of "order-based + stock-based" to meet both custom and general product demands efficiently [5] - The company has achieved a production capacity utilization rate of over 90% in 2024, with an order delivery rate maintained above 98% [5] Group 4: Customer Engagement and Global Expansion - The customer base of Tianhai Electronics includes major players in the Chinese automotive industry, and the company engages deeply with clients during the product definition phase [6] - The company has successfully passed stringent supply chain audits from multinational corporations and exports products to over 30 countries and regions [6] Group 5: Future Outlook - The IPO of Tianhai Electronics aligns with the shift in the Chinese automotive industry from "scale expansion" to "value creation," focusing on expanding high-pressure harness production and R&D for intelligent connectors [7] - Projections indicate that by 2026, the company’s market share in automotive harnesses may exceed 10%, and its connector business could rank among the top five globally [7] - Tianhai Electronics aims to become a world-class parts supplier, contributing to the high-quality development of the Chinese automotive industry [7]

从业务结构来看，图像传感器解决方案贡献核心营收， 2024年该板块收入占比达74.7%， 2025年上半年维持在74.2%。半导体设计业务 迈入高速增长周期 ， 2024年，公司 半导体 设计业务产品销售收入实现 216.40亿元，占主营业务收入的比例为84.30% ， 2025年上半 年占比为83.01%；半导体分销业务稳步增长，2025年上半年收入23.14亿元，占比16.6%， 较上年同期增加41.73%。 豪威集团财务数据的持续改善并非偶然，而是源于公司长期对研发的高度重视与持续投入，研 发能力的不断强化成为驱动业务发展的核心引擎，也构筑起公司的核心技术壁垒。 1月12日，豪威集成电路（集团）股份有限公司（以下简称"豪威集团"）（股票代码： 0501.HK） 正式在香港联合交易所主板挂牌上市 。上市首日早市收市价较发行价上涨15%， 市值突破1500亿港元， 由此 标志着 豪威集团 ，正式迈入 "A+H" 双资本平台新时代。 豪威集团总经理高文宝在上市仪式现场表示， "在企业发展中，我们始终坚信两件事：一是科 技创新是产业发展的根本动力，二是企业的成长必须以开放的心态与时代发展同频共振。此次 港股上市 ...

创新方法 体系赋能 筑牢检修根基 CFR辛烷值检测机是国际公认的汽油辛烷值权威检测设备，其检修维护横跨机械、电气、仪表、油品分 析多个技术领域，技术壁垒高。面对难题，李永翔没有退缩。他抱着上百页的外文资料逐字逐句研读， 反复搜索相关技术论文、查阅同类维修案例；同时对内部上百个零部件逐一拆解、检测、排查；最终结 合设备原理自主创新，设计制作出两个"国产化器官"，成功移植到机器上，仅用8天时间便彻底治愈"设 备顽疾"，为企业挽回经济损失。 言传身教 薪火相传 培育技能尖兵 在技能传承的道路上，李永翔不仅是能啃硬骨头的"设备神医"，更是甘当人梯的良师益友。每当有新入 职的员工与他结成师徒对子，他总会第一时间拿出珍藏多年的专业书籍，书页间密密麻麻的批注是他多 年的心得。他还会递上几本厚厚的检修日记，里面记录着各类设备故障的排查思路与解决方案。从握钳 的姿势到零件的拆装顺序，从设备运行的基础原理到突发故障的应急处理，他都带着徒弟在车间里、机 组旁、设备前手把手教学，从不藏私。"光会动手不够，更要懂原理、善思考，勤学多问才能真正把技 术学透!"这是他常对徒弟说的话。 在他的悉心指导与耐心鼓励下，徒弟们把车间当课堂、把设备 ...

Core Insights - The ultraviolet resonance Raman spectrometer (UVRRS) is a high-end research instrument that enhances signals and avoids fluorescence interference, playing a crucial role in advancing fundamental research in materials and biochemistry [1][6] - The market size for China's UVRRS industry is projected to reach approximately 459 million yuan in 2024, representing a year-on-year growth of 13.33% [6] Industry Overview - UVRRS operates on the principle of resonance Raman effect, utilizing ultraviolet light (e.g., 266nm, 248nm) as an excitation source, significantly enhancing Raman signals while suppressing fluorescence background interference [2][3] - The technology is applicable in various research areas, including biomolecules, catalysts, and nanomaterials, enabling precise analysis of molecular structures and dynamics [2] Industry Development History - The development of China's UVRRS industry has gone through four stages: initial development in the 1970s-80s, breakthroughs in the 1990s to early 2000s, rapid growth from the early 2000s to 2015, and maturity and industrialization from 2016 to present [3][4] - Key milestones include the first domestic UV Raman spectrometer developed in 1997 and the establishment of a joint laboratory with Beijing Zhuoli Hanguang in 2008, leading to commercial production [3][7] Market Size - The UVRRS is essential for advancing research in protein structure analysis, drug interactions, catalyst characterization, and defect analysis in new energy materials [6] - The projected market size for 2024 indicates a significant growth trajectory, reflecting the increasing demand for advanced research tools [6] Key Companies and Institutions - The Chinese Academy of Sciences Dalian Institute of Chemical Physics is a leading technology source, having developed the first domestic UV Raman spectrometer and achieved breakthroughs in deep ultraviolet Raman technology [7][9] - Beijing Zhuoli Hanguang Instrument Co., Ltd. is the leading domestic company in the UVRRS field, collaborating closely with the Dalian Institute to develop advanced systems and achieve commercial production [9][10] Industry Development Trends 1. **Technological Innovation and Performance Breakthroughs**: The industry is expected to focus on core technology innovations, enhancing device performance towards higher precision and intelligence, with potential integration of AI for real-time spectral analysis [11][12] 2. **Expansion of Application Fields**: As technology matures, UVRRS applications will extend into areas such as gene editing and environmental monitoring, with customized detection modules for specific materials [12][13] 3. **Domestic Replacement and Ecosystem Construction**: The industry aims to accelerate the localization of core components, with increasing domestic production rates for high-precision lasers and detectors, fostering a collaborative innovation ecosystem [13][14]

值得关注的是，本届博览会期间还将同步举办"河南时尚周"活动，已特邀金顶奖设计师吴海燕、曾 凤飞助阵，届时将呈现品牌联合发布、模特大赛、形象设计师大赛等系列精彩活动，彰显河南服装的时 尚创造力。 业内人士表示，河南服装不缺好工厂、好产品、好企业家，缺的是一个集体发声的舞台和一次被全 国看见的机会。本届博览会期间，要让全国看到，河南不止女裤做得好，女装、童装、冲锋衣、羽绒服 样样出色，还能承接智能、绿色、时尚的全球订单。 以服装为语言，诉说潮流风尚万千姿态；以合作为纽带，串联产业发展无限可能。今年3月，商都 郑州邀您共赴一场时尚与商机交织的行业盛会。 郑州邀您共赴一场时尚之约。记者从昨日举行的相关新闻发布会获悉，"2026国际品牌服装ODM供 应链博览会暨河南服装大会"将于3月6日至8日在郑州国际会展中心举办。 据了解，本届博览会以"共建共享，河南服装人自己的盛会"为主题，由河南省服装行业协会、河南 省设计协会、郑州市服装协会、河南雅图会展服务集团有限公司主办，致力于打造服装供应链对接平 台，推动河南服装产业在全国、全球供应链中占据更重要位置。 据了解，本届博览会规划展览面积15000平方米，将设立800余个国际 ...