五轴机床运转的嗡鸣声中，代码正悄然改写中国制造的精度与效率。在深圳市光明区政群培训中心内，一群年轻人正通过鼠标和键盘，掌握着制 造业转型升级的核心密码。 02 政群优势，政府认证的权威培训平台，深圳市光明区政群培训中心不是普通的社会培训机构。作为广东省高技能人才培训基地和深圳市高技能人才培训 基地，它承载着为地区产业升级输送技能型人才的重要使命。政群培训中心依托政府背景，与比亚迪、大族激光、富士康等50余家深圳头部制造企业建立了 稳固的人才输送管道。这种深度产教融合模式，确保学员所学技能与企业需求高度匹配。在师资配置上，中心聘请了具有12年一线工厂经验的工程师担任主 讲教师，采用"理论+实战"双轨教学模式。小班授课制确保每位学员都能获得充分指导，1对1辅导则针对不同学员的进度提供个性化支持。 政府的政策支持也体现在培训补贴上。符合条件的学员可享受高达50% 的培训费用补贴，失业人员、退役军人等特定群体还可申请额外补助，极大降低了 学习门槛。 03 课程核心，从零基础到UG编程精英的完整路径，光明区政群培训中心的UG编程课程设计紧贴工业实际需求，全面覆盖从CAD设计到CAM编程的全流程 技能。基础阶段，学员系统 ...

Market News - The policy for tax refunds on housing transactions for residents will be extended until the end of 2027, allowing taxpayers to receive refunds on individual income tax paid when selling their homes and purchasing new ones within one year [2] - The National Medical Insurance Administration has initiated a pilot program for "Personal Medical Insurance Cloud" from February to December this year, aiming to create a smart medical insurance management model covering the entire population [2] - Starting in 2026, companies providing paid services such as dining and accommodation to employees may be subject to VAT, as the new VAT law removes the exemption for such services [2] Sector Matters - The Ministry of Industry and Information Technology has outlined four major actions for the development of industrial internet platforms, aiming for over 450 influential platforms and more than 120 million connected industrial devices by 2028 [7] - Jiangsu Province has released an "Artificial Intelligence+" action plan, targeting an AI industry scale exceeding one trillion yuan by 2027, with a focus on developing intelligent robots and promoting autonomous driving applications [8] - The 2026 annual work meeting of the inter-ministerial joint conference on energy-saving and new energy vehicles emphasized enhancing the self-control capability of the supply chain and accelerating breakthroughs in solid-state batteries and advanced autonomous driving technologies [9] Individual Stock Events - Guizhou Moutai plans to adjust the factory prices of several products, including reducing the factory price of "Moutai Boutique Wine" from 2969 yuan to 1859 yuan [11] - Honor announced a collaboration with Pop Mart for the launch of the Honor Digital 500 series, positioning it as the industry's first trendy toy phone [11] - XPeng Motors' flying car division has reportedly submitted a confidential IPO application in Hong Kong, with plans to complete it within this year [11] - Baidu is considering upgrading its secondary listing in Hong Kong to a "dual primary listing" to attract more mainland capital [11] Lock-up Stock Expiration - A total of 37 companies will have lock-up stocks released this week, amounting to 3.445 billion shares with a total market value of 46.421 billion yuan based on the closing price on January 16 [15] - The peak of lock-up expirations is on January 19, with 20 companies releasing stocks worth a total of 23.323 billion yuan, accounting for 50.25% of the week's total [15] New Stock Calendar - Three new stocks are set to be issued this week, with a total of approximately 300 million shares expected to raise 5.38 billion yuan [18] Institutional Outlook - Caixin Securities suggests that a "slow bull" and "long bull" market is the foundation for high-quality growth, supported by strong pricing fundamentals for Chinese assets [21] - Galaxy Securities notes that the foundation for a long bull market in A-shares is further solidified, with active investor sentiment and a rise in margin trading [22] - Open Source Securities advises investors to remain confident in the ongoing bull market despite short-term fluctuations, emphasizing the importance of rational market behavior [23]

Emerging Fields - The release of 4 national standards for industrial internet platforms supports the scalable development and application of industrial internet platforms [1] - 4 national standards for digital supply chains are aimed at enhancing the resilience of industrial chains through digitalization [1] - 5 national standards for smart factory safety integration promote high-quality and sustainable development in manufacturing through data-driven management [1] - National standards for the classification and comprehensive utilization of recyclable rare earth secondary resources support the recycling of rare earth resources [1] Transportation and Green Low-Carbon - 23 national standards related to railway freight transport, intelligent transport, and aviation services facilitate efficient development in transportation [1] - 7 national standards for explosion-proof industrial vehicles and off-road forklifts promote the standardized development of the industrial vehicle sector [1] - 3 logistics national standards for multimodal transport service quality assessment and the integration of logistics and manufacturing industries guide the integration of transport modes [1] - 17 national standards for carbon capture, green factory evaluation, and greenhouse gas emission accounting assist in achieving carbon neutrality goals [1] Safety Production - 13 mandatory national standards for production safety accident investigation and economic loss statistics enhance safety emergency capabilities in hazardous chemical enterprises [2] - 4 mandatory national standards in the fire safety sector improve the fire performance and quality of building insulation materials and rescue equipment [2] - 28 national standards related to feed, pesticides, plant quarantine, and animal husbandry provide a technical foundation for agricultural production safety [2] Daily Life - 6 national standards for children's products, including portable baby sleep baskets and VOC emission measurement, aim to enhance product quality and safety [2] - 3 national standards for elderly care institutions standardize care practices and improve the quality of life services [2] - 5 national standards for traditional Chinese medicine better protect public health through classification and assessment [2] - 5 national standards for musical instruments, including pianos and electric instruments, cater to the cultural and spiritual needs of the public [2] - 2 mandatory national standards for sports venues, including climbing and fencing, ensure safety in fitness activities [2] Additional Standards - The market regulatory authority has also released national standards in areas such as government services, wind power generation systems, water conservation, and agricultural products [2]

Core Insights - The article highlights the significant opportunity in high-end manufacturing talent development, driven by government subsidies that cover nearly half of the tuition fees for specialized training programs [1][4]. Group 1: Industry Transformation - The manufacturing industry is undergoing a profound transformation, with industrial internet technologies reshaping the entire manufacturing and service ecosystem [3]. - Industrial internet applications have penetrated 49 sectors of the national economy, significantly impacting industries such as machinery, energy, and electronics [3]. - The demand for skilled professionals proficient in advanced design and programming software, such as Unigraphics NX (UG), is becoming increasingly critical for industry upgrades [3][4]. Group 2: Government Support and Training Programs - The government-led training initiatives play a crucial role in addressing the talent gap in the manufacturing sector, exemplified by the training programs at the Guangming District Zhengqun Training Center [4]. - The UG CNC programming elite class originally priced at 12,800 yuan is now available for 6,800 yuan after government subsidies, representing a 46.9% reduction in costs [4]. - Additional subsidies of up to 5,000 yuan are available for specific groups, such as unemployed individuals and veterans, further easing the financial burden of training [4]. Group 3: Curriculum and Skill Development - The UG programming course focuses on equipping students with practical engineering problem-solving skills, covering both basic and advanced applications [5]. - The curriculum includes essential functions of UG NX software, such as 2D sketching, 3D modeling, and virtual assembly, laying a solid foundation for complex modeling and programming [5]. - Advanced training includes multi-axis machining programming and tool path optimization, with real-world case studies enhancing the learning experience [5]. Group 4: Training Environment and Equipment - The Guangming District Zhengqun Training Center has invested heavily in creating a high-end training environment that mirrors actual production lines [6]. - The facility is equipped with 30 high-end CNC machining centers and industrial robots from renowned brands, providing students with hands-on experience in an advanced manufacturing setting [6]. Group 5: Faculty and Instruction Quality - The training center boasts a "dual-teacher" model, featuring instructors with over 10 years of industry experience, ensuring high-quality education [7]. - Small class sizes of 20 students allow for personalized instruction and one-on-one guidance, enhancing learning outcomes [7]. Group 6: Employment Opportunities and Outcomes - The training center has established partnerships with over 50 leading companies, facilitating direct employment pathways for graduates [8]. - The 2024 cohort achieved a 98.3% employment rate, with an average starting salary of 9,200 yuan per month, and top graduates earning over 200,000 yuan annually [8]. - Graduates receive dual certification from the Ministry of Industry and Information Technology and TÜV Rheinland, enhancing their competitiveness in the job market [8].

Investment Rating - The report maintains a "Recommended" rating for the new materials industry [1] Core Insights - The new materials sector is positioned as a crucial direction for the chemical industry, currently experiencing rapid growth in downstream demand. With policy support and technological breakthroughs, domestic new materials are expected to accelerate into a long-term growth phase. The report emphasizes that "one generation of materials leads to one generation of industry," highlighting the foundational nature of the new materials industry as the material basis for other sectors [3][4]. Summary by Sections 1. Electronic Information Sector - Focus areas include semiconductor materials, display materials, and 5G materials. Samsung Display has officially launched mass production of the 8.6 generation OLED panels, which will be used in new laptops this year [5][20]. 2. Aerospace Sector - Key materials of interest are PI films, precision ceramics, and carbon fibers. The successful suborbital flight test of the Lihong No. 1 vehicle demonstrates advancements in low-cost and flexible launch capabilities [7]. 3. New Energy Sector - Focus on photovoltaic materials, lithium-ion batteries, proton exchange membranes, and hydrogen storage materials. India is projected to become the second-largest solar market globally by 2026, driven by steady installation growth [9]. 4. Biotechnology Sector - Key areas include synthetic biology and scientific services. A team from Tsinghua University in Shenzhen has developed a 3D-printed "mini heart" that mimics the rhythmic beating of a real heart, with future applications in organ printing anticipated [11]. 5. Energy Conservation and Environmental Protection Sector - Focus on adsorbent resins, membrane materials, and biodegradable plastics. The Ministry of Industry and Information Technology has launched an action plan to promote high-quality development of industrial internet platforms, aiming for over 450 influential platforms by 2028 [13]. 6. Key Companies and Earnings Forecast - The report highlights several companies with their respective stock prices and earnings per share (EPS) forecasts for 2024A, 2025E, and 2026E, along with their price-to-earnings (PE) ratios and investment ratings. Notable companies include: - Ruihua Tai (688323.SH): EPS forecast of 0.26 for 2026E, rated as "Increase" [14] - Guangwei Composite (300699.SZ): EPS forecast of 0.97 for 2026E, rated as "Buy" [14] - Zhongfu Shenying (688295.SH): EPS forecast of 0.23 for 2026E, rated as "Buy" [14] - Wanrun Co., Ltd. (002643.SZ): EPS forecast of 0.53 for 2026E, rated as "Buy" [14] - Dinglong Co., Ltd. (300054.SZ): EPS forecast of 0.96 for 2026E, rated as "Buy" [14]

央视网消息（新闻联播）：2026年一开年，国家接连出台多项政策措施，各地也加快"人工智能+制 造"融合创新，从产业链协同升级到中小企业精准赋能，人工智能技术正全面融入制造业各环节。 今年，国家还将推动3—5个通用大模型在制造业深度应用，形成特色化、全覆盖的行业大模型，打造一 批高水平工业智能体，加快培育一批专精特新中小企业。 下一步，国家还将加快制造业中"找场景"和"造场景"结合，发挥重点应用场景"连接器"作用，促进创新 链产业链无缝对接，加速人工智能与制造业融合发展。 不久前，国家正式启动"工业互联网和人工智能融合赋能行动方案"。在原材料、装备制造、消费品、电 子信息等重点行业工业企业加快部署，推动不少于5万家企业实施新型工业网络改造升级。 同时，不断完善工业数据汇聚、治理和流通、共享体系，面向重点产业链关键环节、典型场景，培育一 批智能化解决方案供应商，推动中小企业转型升级。在江苏的这个"模型超市"，上架了近百个开放模 型，涵盖工业质检、设备监控等多个细分场景。企业只要根据需求输入关键词，就能快速匹配算法模 型，如今这种创新模式已服务2500多家中小企业。 这几天，山东博兴的中小企业集群正掀起新一轮数字化 ...

Investment Rating - The SW Machinery Equipment Index increased by 1.91% during the week of January 12-16, 2026, ranking 5th among 31 primary industry categories [3][13]. - Year-to-date, the SW Machinery Equipment Index has risen by 7.40%, ranking 7th among the same categories, while the CSI 300 Index increased by 2.20% [16]. Core Insights - Emphasis on the potential of SpaceX's chain and 3D printing in rocket technology, with a significant increase in satellite frequency resource applications in China [5][23]. - The engineering machinery sector is expected to experience a major upward cycle, with December sales figures exceeding expectations for both domestic and export markets [5][24]. - The AI upgrade potential in CNC systems is highlighted, particularly with the domestic leader Huazhong CNC, which is positioned to leverage AI for performance improvements [5][24]. Summary by Sections Market Review - The SW Machinery Equipment Index's performance during the week and year-to-date is noted, with specific rankings against the CSI 300 Index [3][16]. Core Insights Update - The report discusses the advancements in 3D printing technology in the aerospace sector, the robust demand for engineering machinery, and the growth potential of AI in CNC systems [5][24]. Key Data Tracking - General machinery sector remains under pressure, while engineering machinery shows accelerated growth, and railway equipment maintains steady growth [25][35][45]. - The shipbuilding sector is experiencing a slowdown, while oil service equipment is stabilizing at the bottom [49][51]. Industry Dynamics - The report outlines significant developments in various sectors, including the successful launch of new technologies and projects in the general machinery and robotics fields [60][62][64].

Core Viewpoint - The integration of digital economy and real economy is a crucial measure for promoting high-quality economic development, with a focus on leveraging strategic opportunities in the digital economy to build new advantages for development [1]. Group 1: Digital Economy and Real Economy Integration - The integration of digital economy and real economy is seen as the core trend for future economic development, with the potential to activate industrial innovation and transform digital advantages into developmental strengths for Shenyang [1]. - Shenyang has a solid foundation for digital and real economy integration but needs to address issues such as insufficient digitalization levels in some enterprises, high transformation costs for small and medium-sized enterprises, and a shortage of high-end talent [1]. Group 2: Industry Transformation and Infrastructure - There is a recommendation to prioritize the cultivation of "four above" enterprises and accelerate the construction of new infrastructure, promoting innovation in industrial internet and digital transformation of traditional infrastructure [2]. - Encouragement for enterprises to build smart factories and digital workshops to fill the gaps in digital industrialization is emphasized [2]. Group 3: Talent Development and Policy Support - The suggestion includes focusing on precise investment in key areas like virtual reality to accelerate the construction of the digital economy industrial chain and support the transformation of manufacturing towards high-end, intelligent, and green development [2]. - It is advised to refine digital economy support policies at national, provincial, and municipal levels, and to organize enterprises to apply for special support to release policy dividends [2]. - A dual approach of "self-cultivation + open recruitment" is recommended to accelerate talent development in artificial intelligence and big data, alongside enhancing data security management mechanisms [2].

Core Viewpoint - The company has established a mature industrial internet technology reserve and has implemented a "platform + scenario intelligent agent" integration architecture, which enhances efficiency in complex production environments [1] Group 1: Technology and Innovation - The company has developed an innovative "layered social network architecture" through its proprietary CWOS, facilitating task scheduling, information sharing, and a closed-loop of "perception-decision-execution-feedback" among multiple intelligent agents [1] - A successful industrial project demonstrated the significant advantages of this architecture in collaborative operations and efficiency improvement through the creation of a "digital expert team" [1] Group 2: Strategic Focus - The company plans to continue deepening its strategy of "AI infrastructure + AI intelligent agents" to promote the digital and intelligent transformation of the manufacturing industry [1]

Core Insights - Han's Information is seeking an "A+H" listing to leverage the Hong Kong market for consolidating its existing advantages and to drive business transformation and expansion amid the historical process of AI reshaping industry value [1][2] Group 1: Business Strategy and Market Position - The company aims to capitalize on the active AI application sector in the capital market, especially following the Ministry of Industry and Information Technology's action plan for high-quality development of industrial internet platforms by 2028 [1] - Han's Information ranks first among domestic companies in the competitive and fragmented Chinese enterprise IT consulting and digital solutions market, based on 2024 revenue projections [1] Group 2: Revenue and Business Structure - The company's revenue from digital solutions has shown a positive trend, with the share of industrial digital solutions increasing from 25.5% in 2022 to 33.8% in the first half of 2025, making it the largest business segment [4] - Revenue figures for Han's Information from 2022 to 2025 are as follows: 3.007 billion RMB in 2022, 2.979 billion RMB in 2023, and projected 3.235 billion RMB in 2024, with 1.575 billion RMB in the first half of 2025 [8] Group 3: Profitability and Financial Performance - The company's gross profit fluctuated over the years, with figures of 885 million RMB in 2022, 773 million RMB in 2023, and 1.059 billion RMB in 2024, reflecting gross margins of 29.4%, 25.9%, and 32.7% respectively [9] - The net profit attributable to shareholders peaked at 497 million RMB in 2022 but saw a loss in the following year, with a slight recovery to 85 million RMB in the first half of 2025 [9] Group 4: AI Business Development - Han's Information has been integrating AI into its business since 2019, with AI application revenue reaching approximately 210 million RMB in the first three quarters of 2025, indicating a significant acceleration in commercialization [10][13] - The company’s AI products, particularly the "DeLing" series and AI middle platform, are expected to create a comprehensive AI capability ecosystem, which could be crucial for future growth and market valuation [13] Group 5: Global Revenue Trends - The proportion of revenue from overseas markets increased from 8.9% in 2022 to 14.9% in the first half of 2025, indicating a successful strategy of leveraging global service networks [7]