在中国制造业向高端化、智能化迈进的宏大叙事中，一些隐藏在细分领域的"隐形冠军"正悄然改变着全球产业格局。它们所争夺的，并非大众消费品市场的 聚光灯，而是产业链上游那些至关重要、却鲜为人知的"关键节点"。 航空工业，这座现代工业技术的金字塔，其安全与发展的基石之一，便是飞行模拟机。这台集成了机械工程、流体力学、计算机仿真与人工智能的复杂设 备，是每一位飞行员职业生涯中必须定期回归的"考场"与"训练营"。在这里，飞行员可以安全地演练处理发动机失效、恶劣天气乃至其他各种极端特情，从 而在真实的蓝天之上，能够依靠千锤百炼的肌肉记忆，守护每一次起落安妥。本期，我们将走进国家级专精特新"小巨人"企业——天津华翼蓝天科技股份有 限公司（以下简称"华翼蓝天"），探寻这家民营企业如何用二十二年，在西方长期垄断的飞机飞行模拟训练设备领域，成功蹚出了一条国产化之路。 一、缘起：华裔工程师的产业报国初心 飞天，是刻在中华文明基因脉络中的永恒追求。屈原在《天问》中叩问天地起源，张衡以木鸟试飞探索空气动力学，葛洪在《抱朴子》中描绘"飞车"结构， 这些科学与幻想交织的尝试，构成了中国最早的"航天启蒙"。然而，在现代航空工业领域，中国却是个 ...

Core Viewpoint - The article highlights the strategic procurement of robotic products by a listed automation company from Aobo (Shandong) Intelligent Robot Co., aiming to enhance production efficiency and reduce costs through automation upgrades in its manufacturing facilities [1][3]. Group 1: Company Overview - Aobo (Shandong) Intelligent Robot Co. was established in 2020 with a registered capital of 200 million yuan and is one of the two major production bases of Aobo Intelligent [2]. - The company has transitioned from being a "follower" in technology to a "practitioner of localization," achieving significant milestones in the domestic robotics industry [3][10]. Group 2: Product and Technology Development - Aobo's robots, particularly the welding robots, are designed with high precision and user-friendly features, significantly improving teaching efficiency and welding quality [1]. - The company has achieved a 100% localization rate for core components, which has led to reduced response and delivery times for customer demands [12]. Group 3: Market Position and Growth Potential - Aobo has become the first domestic collaborative robot company to exceed 10,000 units in cumulative global sales and has ranked second in global shipments for four consecutive years [10]. - The Chinese collaborative robot market is projected to grow significantly, with sales expected to reach 124,000 units and a market size exceeding 7 billion yuan by 2028 [15]. Group 4: Future Goals and Innovations - Aobo aims to produce over 100,000 robots in the next three years, which represents a more than fivefold increase from 2023 [14]. - The company is expanding its applications into new sectors such as renewable energy, new retail, and health services, showcasing its innovative capabilities [15][16].

随着中国制造业向高端化、智能化深度转型，关键零部件的"自主可控"已从战略共识转化为产业实践。在航空航天管路成形技术这一细分赛道上，一家来自 浙江缙云县的民营企业，用22年时间完成了从"0到1"的突破，连续18年亏损仍坚守实业，在金属导管成形装备领域成为国内先进、国际领先的冠军企业。本 期《隐形冠军》将走进国家级专精特新"小巨人"企业——浙江金马逊智能制造股份有限公司（以下简称"金马逊"），解锁中国制造在高端金属导管成形领域 的国产化替代之路。 一、十八年亏损：冷板凳上的热信仰 航空航天领域的金属导管，堪称对工业制造水平的极致考验。由于装备结构紧凑、轻量化要求严苛，管路需在狭小空间内实现三维异形走向，形成极小弯曲 半径，同时要耐受高温、高压、振动等极端环境。同时，航空航天领域的产品具有典型的"多品种、小批量"特点。如歼击机，国内现役总量仅数千架，一个 主机厂一年生产几百架已算高产，导致生产批次很少。不同材料、口径、壁厚、接口标准的导管都是个性化生产，这为智能化、规模化生产带来了巨大挑 战。 航天器的每一次升空，都由数十万零件托举。其中，金属弯管被誉为"工业的动脉"，负责输送燃油、液压能、冷却液和压缩空气，如同血 ...

Core Insights - The Chinese foundry industry has maintained its position as the world's largest for 25 consecutive years, with a projected output of 50.75 million tons in 2024, accounting for approximately 45% of global production [1] - Despite leading in scale, the industry faces challenges such as a lack of high-end casting quality and heavy reliance on imported core materials, which hinders the upgrade to high-end manufacturing [1] - Yuzhou Hengli New Materials Co., Ltd. has emerged as a key player in the foundry sector, focusing on core additives like spheroidizing agents and core wires, contributing to the enhancement of China's foundry competitiveness [1] Group 1: Historical Context and Technological Development - The history of casting in China dates back to ancient times, with significant advancements in spheroidal graphite casting technology occurring in the mid-20th century [3] - The quality of spheroidal graphite castings is heavily influenced by the processes of spheroidization and inoculation, which are critical for achieving desired material properties [3] Group 2: Company Evolution and Market Position - Wang Yingzhan, the founder of Hengli, transitioned from a laboratory role to entrepreneurship, identifying market gaps in spheroidal graphite materials during China's economic reforms [4][6] - Hengli's spheroidizing agents gained recognition in the industry by 2006, establishing partnerships with leading companies like Nanyang Feilong, which produces a significant portion of China's automotive water pumps [8] Group 3: Innovations in Core Wire Technology - The development of core wire technology marked a significant leap for Hengli, allowing for more precise control of material addition and reduced emissions compared to traditional methods [9][11] - Initial challenges in production led to a commitment to quality, exemplified by the decision to discard defective products to maintain standards [13] Group 4: Industry Standards and Collaborations - Hengli has played a pivotal role in establishing industry standards for spheroidal graphite core wires, enhancing product reliability and market acceptance [16] - The company has collaborated with experts to address technical challenges, leading to innovations that have positioned Hengli at the forefront of the industry [23] Group 5: Advancements in Risers and High-Speed Rail Applications - Hengli's innovations in risers have addressed critical challenges in high-speed rail component manufacturing, ensuring defect-free production [19] - The establishment of industry standards for risers has further solidified Hengli's reputation as a leader in the foundry sector, contributing to the overall improvement of China's casting industry [21]

Core Viewpoint - The first "2025 China Medical Polymer Materials High-Quality Development Seminar" emphasizes the dual challenges and opportunities in the medical polymer materials industry, advocating for independent innovation and overcoming core technology bottlenecks during the 14th Five-Year Plan period [1][2]. Group 1: Industry Challenges and Opportunities - The petrochemical industry faces urgent needs for structural optimization and supply upgrades, with a notable shortfall in high-end supply compared to mid-low-end supply [2]. - Medical polymer materials are identified as a significant shortcoming in the chemical new materials sector, necessitating increased support and innovation to transition from "catching up" to "leading" in the industry [2]. - The per capita consumption of medical polymer materials in China is significantly lower than that of developed countries, indicating substantial growth potential [2][3]. Group 2: Strategic Initiatives and Developments - The seminar aims to diagnose the industry's shortcomings and create an efficient transformation loop from strategic diagnosis to project implementation, promoting high-quality development in the medical polymer materials sector [1]. - The local government in Tancheng County is leveraging its fine chemical industry cluster and polymer new materials park to accelerate the development of the medical device and medical polymer materials industries [2]. - The introduction of procurement policies, such as "collective procurement," is significantly lowering the prices of medical devices, creating unprecedented market opportunities for domestic materials to replace imports [2]. Group 3: Future Trends and Innovations - The global trend towards stricter regulations on ethylene oxide sterilization emissions presents a strategic opportunity for China to innovate in radiation-resistant medical polymer materials [3]. - The expansion of polyolefin usage, the localization of medical engineering plastics, and the market opportunities for biodegradable polymers are identified as growth drivers for the industry [3].

证券时报记者吴少龙 什么样的产品，既能随神舟飞船叩问苍穹，又能伴盾构机掘地潜行，还能助海上风机发出绿电？答案 是：轴承。 这些支撑大国重器运转的关键轴承，许多正来自洛阳轴承集团股份有限公司(简称"洛轴集团")——这家 诞生于国家"一五"期间156个重点建设项目的企业，已深耕轴承制造七十一载，并蜕变为覆盖9大类型、 3万余种产品，服务航天、基建、新能源等多领域的现代化企业集团。 "十四五"以来，洛轴集团践行国企改革与制造业高质量发展要求，以创新破"卡脖子"难题，以改革激活 内生动力，营业收入和净利润连年实现两位数增长，先后被国务院国资委评为"国有重点企业管理标杆 创建行动标杆企业""创建世界一流专精特新示范企业"，在老工业基地为中国轴承产业高质量发展注入 核心动能。 老国企的活力，要靠市场化改革唤醒。近年来，洛轴集团以市场化手段破除体制机制障碍，实现效率与 效益双提升。 内部架构"瘦身健体"。据介绍，公司按照以客户为中心、扁平化、精干高效的原则，通过合并、撤销、 重组等途径，将机关部室由18个整合至10个，将零件辅助单位由9个整合至4个。"通过关闭、清算、破 产、股权转让等方式，剥离劣质和辅业资产板块，让企业瘦 ...

近日，中国在能源与动力领域接连实现突破。绿氢年产能超22万吨居全球首位、单机容量最大燃气电厂 首台机组投产、无油飞机发动机首次亮相……这些成就均为中国高质量发展注入强劲动能。 我国绿氢年产能居全球首位 "十五五"规划建议中提出，要前瞻布局包括氢能和核聚变能在内的六大未来产业。当前我国氢能产业快 速发展，多项技术指标位居全球首位。数据显示，截至今年9月底，我国清洁氢项目投资额占全球比重 的30%，居全球首位。目前，我国的绿氢产能已经超过每年22万吨，占全球的50%以上;建成的加氢站已 经超过540座，占全球的40%。 "十五五"期间，我国将加快推动氢能规模化发展，力争实现可再生能源制氢装机达到100GW，形成较 为完备的氢能产业技术创新体系、清洁能源制氢及供应体系。 首台机组投产 11月30日，我国单机容量最大燃气电厂首台机组——国家能源集团浙江安吉电厂1号机组，正式投产。 中国在能源与动力领域不断取得突破，不仅展现了雄厚的科技实力与产业韧性，更清晰地指明了面向未 来的绿色发展路径，这些硬核成就的背后，是持续不断的自主创新和对可持续发展目标的坚定追求。 我国单机容量最大燃气电厂 11月27日，在亚洲通用航空展上 ...

Core Insights - The article highlights the innovative journey of Li Zhimin, who developed a chili pepper stem-removing machine that has captured 95% of the global market share, addressing a significant labor issue in the chili processing industry [1][3]. Group 1: Company Overview - Qingdao Lulu Agricultural Equipment Co., Ltd. was established by Li Zhimin in December 2015, following the successful development of the chili stem-removing machine [3]. - The company has expanded its product reach to 12 countries, including India, Malaysia, Pakistan, and Mexico, leveraging its strategic location in Qingdao and the Belt and Road Initiative [4]. Group 2: Product Development and Innovation - The chili stem-removing machine has undergone continuous upgrades, now in its 18th generation, and can process over 100 varieties of chili peppers, significantly improving efficiency in chili processing [5]. - The company has developed a new product, a chili cap-removing machine, which is expected to launch in 2026, addressing another critical challenge in the chili processing industry [6]. Group 3: Market Impact and Recognition - The machine's introduction in India led to a remarkable market penetration, achieving a 98% market share, and was recognized by the Indian government for its efficiency, receiving a 40% subsidy for farmers [3][4]. - The company has established a strong reputation in the industry, with over 70 patents and contributions to industry standards, enhancing the overall quality and profitability of chili processing [6]. Group 4: Social Responsibility and Environmental Impact - The company emphasizes social responsibility by supporting local education and community welfare, including funding for underprivileged students and care for elderly residents [6][7]. - Lulu Equipment also practices resource recycling by converting chili waste into animal feed, showcasing its commitment to environmental sustainability [7].

七年前，美国要求我们主动放弃发展，不准中国推进中国制造2025，不准进行产业升级，也不准在高科 技领域对美国的主导地位形成威胁。他们说，我们过去用八亿件衬衫换一架波音飞机，今后也只能继续 给别人打工；既不允许我们翻身当家做主，更不愿看到十四亿中国人过上像美国那样的好日子。然而七 年过去，美国参众两院议员在看到最新报告时，却只能发出难以置信的惊呼：中国已经成长为全球高端 制造强国，美国的科技霸主位置出现动摇，人类科技皇冠迎来了新的主人。 | Type of Goal | Target | Met? | Details | | --- | --- | --- | --- | | Global Market | Sell 3,000,000 Indigenous | VAR 22 | Sold 3.5 million in 2021-29) | | Share | NFVel --- | | | | Localization of | 80 Percent Domestic Market | Voc 8888888 | Roughly 91 percent domestic | | Production | Sha ...

Core Viewpoint - The article highlights the achievements and future plans of Luoyang Bearing Group Co., Ltd. in the context of China's manufacturing industry, emphasizing the importance of technological innovation and self-reliance in enhancing the domestic bearing industry [7][10][12]. Group 1: Technological Achievements - During the 14th Five-Year Plan, Luoyang Bearing achieved significant breakthroughs in core technologies, notably developing a 16-megawatt offshore wind turbine main bearing, which addressed long-standing technical challenges in China's wind power sector [7][9]. - The company transitioned from producing 7-megawatt to 16-megawatt bearings, with the diameter increasing from over 2 meters to 3.6 meters, showcasing substantial advancements in manufacturing capabilities [7]. - Luoyang Bearing has also led the drafting of national standards for wind turbine bearings, ensuring a unified approach to design, manufacturing, and testing within the industry [9]. Group 2: Industry Position and Contributions - Luoyang Bearing is recognized as a leader in the bearing industry, having pioneered the domestic production of wind turbine bearings since 1997, and has played a crucial role in the localization of high-power wind turbine bearings [9][10]. - The company successfully launched the first 16-megawatt platform wind turbine main bearing in September 2022, marking a milestone in the development of China's wind turbine bearing industry [9]. - The introduction of the world's largest 22-meter ring rolling machine bearings in July 2023 signifies Luoyang Bearing's leadership in the design and manufacturing of ultra-large and heavy-load bearings, breaking foreign monopolies in this sector [10][16]. Group 3: Future Plans and Strategic Goals - Looking ahead to the 15th Five-Year Plan, Luoyang Bearing aims to enhance its competitive edge by focusing on advanced manufacturing, including high-end bearings and new energy technologies [12][14]. - The company plans to continue its commitment to independent innovation and increase investment in technological research and development to tackle critical challenges in the industry [10][12]. - Luoyang Bearing's strategy includes fostering deeper integration of industry, academia, and research to accelerate the transformation of technological achievements into productive capabilities [11][12].