为加快推动制造业数字化转型智能升级，近日，工信部、国家发改委和国资委等六部门联合开展2025年 度智能工厂梯度培育行动，按照《智能工厂梯度培育要素条件（2025年版）》分基础级、先进级、卓越 级和领航级4个层级进行培育。 据了解，该行动旨在构建层次分明、标准清晰、路径明确的智能工厂发展体系，为制造业智能化升级绘 制精准路线图，全力打造中国智能制造"升级版"。 工业和信息化部装备工业一司智能制造处处长赵奉杰在接受《华夏时报》记者采访时表示，工业和信息 化部将深入实施智能制造工程，着力打造智能制造"升级版"，重点举措包括，加强关键技术和装备创新 攻关，深化智能工厂梯度培育以及强化标准牵引带动作用。 培育分四层级 按照《智能工厂梯度培育要素条件（2025年版）》，本次培育行动最显著的特征在于构建了清晰的智能 工厂进阶"金字塔"模型，将分基础级、先进级、卓越级和领航级智能工厂四个层级进行培育。 机械工业仪器仪表综合技术经济研究所所长、国家智能制造专家委副主任欧阳劲松告诉《华夏时报》记 者，在全球制造业向智能化、数字化跃迁的浪潮中，新型工业化与人工智能的深度融合正在重构传统生 产模式，催生出更具韧性、效率与创新力的生态 ...

Group 1 - The Shenzhen office market is showing significant structural opportunities despite a challenging macro environment and increased supply, leading to a rise in average vacancy rates [2] - In the first half of 2025, the net absorption of Grade A office space in Shenzhen was approximately 180,000 square meters, with a total of 645,000 square meters of new supply from seven projects [2] - The average vacancy rate for Grade A offices in Shenzhen increased by 1.3 percentage points to 26.5% by the end of the second quarter due to concentrated new supply [2] Group 2 - The technology and internet sectors remain key sources of demand, contributing nearly 20% of the leasing transaction area in the first half of the year, with strong performance in hard technology sectors like consumer electronics and semiconductors [3] - Shenzhen's robust industrial foundation continues to foster new growth engines, particularly in artificial intelligence and smart manufacturing, which are expected to drive structural growth in the office market [3] - Major technology companies are expanding their operations and R&D, which is likely to create significant new office demand in Shenzhen, enhancing its appeal for leading tech firms [3]

Core Viewpoint - Liqi Intelligent, a provider of integrated solutions for material intelligent processing systems, has been accepted for IPO on the Shenzhen Stock Exchange, aiming to raise 1.008 billion yuan [1]. Group 1: Company Overview - Liqi Intelligent focuses on automated material handling, including automatic batching, dispersion emulsification, and mixing, providing comprehensive solutions in this field [3]. - The company offers a one-stop service that includes consulting, design, manufacturing, installation, debugging, training, and after-sales support, with applications in lithium battery manufacturing, fine chemicals, and composite materials [3]. - The company has developed customized and intelligent material handling systems, covering the entire process from feeding, measuring, conveying, pre-treatment, to mixing, dispersion, reaction, and drying [3]. Group 2: Technology and Innovation - Liqi Intelligent's products are equipped with an intelligent integrated control system that enables data interaction with factory MES, allowing for real-time production data uploads, automatic work order issuance, process assistance analysis, and proactive equipment maintenance [3]. - The company emphasizes the customization of non-standard equipment and systems based on client needs, enhancing operational efficiency and reducing labor requirements through automation [3]. Group 3: Clientele and Market Position - The client base includes leading global lithium battery manufacturers such as CATL, BYD, and LG Energy, as well as renowned automotive manufacturers like Volkswagen and Ford [4]. - Liqi Intelligent also serves major players in the fine chemicals sector and large composite material companies, indicating a strong market presence [4]. Group 4: Financial Performance - The company reported revenues of 619 million yuan, 1.721 billion yuan, and 2.173 billion yuan for the years 2022 to 2024, with net profits of 107 million yuan, 239 million yuan, and 270 million yuan respectively [4]. Group 5: IPO Fund Utilization - The IPO proceeds of 1.008 billion yuan will be allocated to projects including the establishment of an intelligent manufacturing production base for automated processing equipment, a research and development center, and to supplement working capital [4][5]. - The production base project aims to expand and upgrade capacity, overcoming production bottlenecks and enhancing market competitiveness [5]. - The R&D center will support advanced research facilities and establish experimental lines, strengthening the company's technological capabilities and product competitiveness [5].

Group 1: Company Overview and Market Position - Zhejiang Rifa Precision Machinery Co., Ltd. aims to become a benchmark enterprise in the intelligent manufacturing sector, focusing on key market segments and scaling core businesses [3] - The company has achieved a leading position in the domestic bearing manufacturing equipment market, with a significant market share and recognition as a key supplier to internationally renowned companies [3][4] Group 2: Product Development and Innovations - The company has made progress in the development of CNC thread grinding machines, which are essential for industries such as new energy vehicles and humanoid robots [4] - CNC grinding equipment for screw rods and nuts has been delivered to several clients, although large-scale production is still pending due to the early stage of some downstream industries [4] Group 3: Future Strategic Directions - The company plans to focus on high-end equipment manufacturing as its primary business, aiming to develop more niche markets in the coming years [5] - Key areas of focus for the current year include enhancing product details, optimizing process validation, and improving machine quality to boost market competitiveness and brand influence [5]

Core Viewpoint - Aomen Sen Intelligent Equipment Co., Ltd. is set to hold a listing meeting on the Beijing Stock Exchange, with a focus on its intelligent manufacturing equipment for various industries, including electrical appliances and renewable energy [1]. Company Overview - Aomen Sen is based in Zhongshan, Guangdong Province, and specializes in the research, design, production, and sales of intelligent production equipment [1]. - The company is controlled by four individuals who collectively hold 73.77% of the shares, with Aomen Sen Technology owning 45.75% [1][2]. Business Performance - The company's revenue for the years 2022, 2023, and 2024 is approximately 279 million, 325 million, and 358 million respectively, with net profits of about 19.39 million, 48.16 million, and 55.82 million [7]. - The gross profit margins for the same years are 37.65%, 43.35%, and 44.94%, showing an upward trend compared to the average gross margins of comparable companies [8][9]. Product Offering - Aomen Sen's main products include intelligent equipment for heat exchanger production and pipeline processing, which address issues like high energy consumption and low production efficiency in the air conditioning and refrigeration sectors [5]. - The revenue from heat exchanger production equipment is expected to reach 69.89% by 2024, indicating a significant reliance on this product line [5]. Market Position and Risks - The company has established partnerships with major electrical appliance manufacturers, which supports its growth in the industry [10]. - However, the company faces risks related to fluctuations in downstream demand and the potential for large inventories, which could impact cash flow and operational efficiency [10]. Fundraising and Future Plans - Aomen Sen plans to raise funds for the construction of a digital forming equipment production base, a research and development center, and to supplement working capital, with a total investment of approximately 46.27 million [11][12]. - The expected revenue from the new production capacity is projected to be 600 million, significantly higher than the recent revenue of 358 million, indicating ambitious growth plans [12].

《美联储降息预期升温 短债飙升推动收益率曲线创四年以来最陡》 周三金融市场波动加剧，短期国债成为避险资金首选，交易员持续加码美联储年内降息预期。当日交易中，两年期与五年期美债收益率同 步下行约1个基点，而30年期长债收益率仅微幅波动，这种期限利差走阔现象推动五年期与30年期国债收益率差值逼近2021年以来最高水 平。 市场正形成"收益率曲线陡化"的共识预期，即押注短期债券收益率下行速度将快于长期品种，这既反映对美联储政策转向的预期，也暗含 对未来国债供给压力的担忧。 "我们预判短期利率存在下行空间，但对长端收益率持续走低持谨慎态度，"Fort Washington投资组合经理丹·卡特指出，"当前更倾向做多 期限利差。这种交易策略在两种情境下均可获益：要么美联储超预期降息，要么市场对财政可持续性产生更多疑虑。"这种观点在债市获 得广泛共鸣。 当日原油市场结束两日跌势的背景之下，债市开盘虽经历短暂抛售，但午盘后逐步企稳回升，最终全线收涨。值得关注的是，尽管当日 700亿美元五年期国债拍卖结果不及预期，且美联储同步推出放宽大型银行资本要求的新规可能为金融机构增持美债预留更多操作空间， 但降息预期仍主导市场走向。 政 ...

Group 1: Li Auto's Super Charging Station - Li Auto launched its first shuttle-style supercharging station in China, featuring a dual-platform supercharging system with 4 units of 520 kW and 3 units of 360 kW chargers [1] - This development enhances consumer convenience and serves as a positive example for the electric vehicle industry's charging infrastructure [1] - The innovation is expected to strengthen the company's market competitiveness and attract more investor interest in related technologies and services [1] Group 2: Changan Automobile's European Expansion - Changan Automobile Europe joined the EU China Chamber of Commerce, with its Deputy General Manager taking on the role of Vice President of the chamber [2] - The company has established three regional operation centers in Germany, the Netherlands, and the UK, aiming for a fully localized operation within three years [2] - This strategy is anticipated to boost market share and positively impact related automotive companies, signaling increased market confidence from foreign brands [2] Group 3: FAW's New Technology Company - FAW established Qixin Power Technology Co., Ltd. with a registered capital of 500 million RMB, focusing on smart robotics and AI applications [3] - This move indicates FAW's strategic positioning in smart manufacturing and AI, enhancing its technological capabilities [3] - The initiative is expected to stimulate collaboration and investment in the automotive sector, driving the integration of automotive and technology industries [3] Group 4: Tesla's Energy Storage Project - Tesla announced its first grid-side energy storage station in mainland China, with a planned capacity of 300 MWh and a total investment of 4 billion RMB [4] - The project aims to enhance grid flexibility and stability, supporting future renewable energy integration [4] - The scale of the storage project is likely to attract investor interest in clean energy and storage technologies, promoting confidence in sustainable development [4] Group 5: Great Wall's Hybrid Truck Launch - Great Wall Motors officially launched its hybrid heavy-duty truck G1050, priced between 536,600 to 616,600 RMB, targeting logistics markets [5][6] - The truck features advanced hybrid technology and low fuel consumption, marking a strategic entry into the commercial vehicle sector [5][6] - This move is expected to accelerate the industry's transition to new energy solutions and reshape the competitive landscape of the heavy-duty truck market [6]

Core Viewpoint - Hefei Jinghe Integrated Circuit Co., Ltd. has decided to conclude the "40nm Logic Chip Process Platform R&D Project" and permanently supplement its working capital with the remaining funds from the fundraising projects [1][5]. Fundraising Overview - The company raised a total of approximately 9.96 billion RMB through its initial public offering, issuing 501,533,789 shares at a price of 19.86 RMB per share [1]. - The funds were managed in a dedicated account with oversight from the sponsor and the bank [2]. Project Details - The fundraising projects included the "40nm Logic Chip Process Platform R&D Project," which has now been concluded, and the total planned funding for the projects was 9.5 billion RMB [2]. - The company has adjusted its fundraising project plans, with the total amount remaining at 9.5 billion RMB despite changes in specific project allocations [2]. Remaining Funds and Usage - As of June 15, 2025, the remaining funds from the concluded project amount to 353.24 million RMB, which will be used to permanently supplement the company's working capital [5]. - The remaining funds include unspent contract payments and other costs, which will be settled using the company's own funds [4]. Reasons for Surplus Funds - The company has effectively managed its funds, optimizing resource allocation and reducing project implementation costs through the integration of advanced technologies and domestic procurement [4]. - The company also generated some investment income from cash management of idle funds during the fundraising period [4]. Impact of Fund Reallocation - The decision to permanently supplement working capital with surplus funds is aimed at improving the efficiency of fund usage and does not harm the interests of the company or its shareholders [5][6]. - The supervisory board and the sponsor have both expressed their agreement with this decision, confirming compliance with relevant regulations [6][8].

6月25日，中德企业在安徽合肥举办的中德智能制造产业对接会上洽谈交流。新华社发 "中德已成功合作几十年。中国的企业和人才正展现出强大的创新潜力，吸引很多德国企业在此进行研 发，并将技术输出到全球。"中国德国商会华东及华中地区执行董事兼董事会成员马铭博说。 新华社合肥6月26日电 题：向"智"升级 中德加强智能制造领域合作 新华社记者汪海月、郭晨 25日在安徽合肥举办的中德智能制造产业对接会上，伍尔特电子控制系统（沈阳）有限公司总经理霍汉 默热情介绍了企业在华业务版图和合作意向。这也是霍汉默今年第三次来到华东这个以"高科技""智能 制造"等为新标签的科创大省。 "这里的汽车产业和科创技术正蓬勃发展，我们希望在这里获得新的客户、新的市场和新的可能性。"霍 汉默说，公司已为包括江淮汽车等在内的多家中国企业提供电池管理系统、智能控制器等产品，并和中 国的工业机器人等领域合作，研发更多智能产品。 这场为期3天的产业对接会吸引了包括宝马、西门子等在内的近100家德国企业及机构高管齐聚安徽。通 过产业集中考察、专题洽谈交流，对接会期间共促成贸易投资项目28个，总金额超68亿元，涉及新能源 汽车和智能网联汽车、高端装备制造、 ...

Group 1 - Great Wall Military Industry's stock has experienced a significant price increase, with a market-to-book ratio of 8.19, higher than the industry average of 4.69 [1] - Jida Zhengyuan's shareholder plans to reduce holdings by up to 1.37 million shares, representing 0.73% of the total share capital [2] - Guosheng Financial's stock price has deviated significantly, but the company reports no major changes in its operations or environment [3] Group 2 - Yintai's stock has seen a price increase of over 20% in two consecutive trading days, with a minor revenue contribution from selling related products [4] - Nord's stock price has surged by 100% over nine trading days, indicating potential trading overheating risks [5] - Beifang Navigation's executives have reduced their holdings in accordance with previously announced plans [6] Group 3 - Ningbo Huaxiang's subsidiary has signed a contract to produce biped robots for Shanghai Zhiyuan, which may positively impact future business expansion [8] - Fuguang's major shareholder plans to reduce holdings by up to 3% of the total share capital due to personal funding needs [9] - Xiangcai's stock has shown significant price deviation, but the company confirms no undisclosed major issues [10] Group 4 - Songyang Resources is planning a potential change in control, leading to a temporary suspension of its stock [11] - Dalian Heavy Industry expects a net profit increase of 11.12%-18.92% for the first half of 2025, driven by a 6% revenue growth [12] - Fuguang's major shareholder is set to reduce holdings by up to 3% of the total share capital [13] - Huate Dain's major shareholder plans to increase holdings by 1.85%-3.70% of the total share capital, reflecting confidence in the company's future [14]