8月16日，在四川省绵阳市梓潼县许州镇，随着最后一片T梁浇筑完成，G5京昆高速广绵段扩容项目智 慧梁场（以下简称"广绵智慧梁场"）全部完成5753片T梁预制任务。 "从去年1月开工至今，如此短的时间内完成5000余片T梁预制生产，换作传统梁场根本无法实现。"该项 目建设方、中铁五局集团第六工程有限责任公司副总经理刘智军说。 从"不可能"变为现实，背后是"数智帮手"。广绵智慧梁场以T梁智慧生产线、钢筋自动绑扎生产线、智 能张拉机器人等为核心的智能制造流水线大显身手。"智慧注入带来了效率和质量的同步跃迁，实现了 降本增效、提质增速，整个梁场生产总效率提升近100%。"刘智军说。 "两纵一横"降本增效 "智慧梁场布局有T梁智慧生产线、混凝土配送中心、钢筋配送中心、智慧控制中心等。"该项目负责 人、中铁五局集团第六工程有限责任公司常务副经理左陈森说，广绵智慧梁场负责生产、架设G5京昆 高速广绵段扩容项目相关标段34座主线桥梁、27座行车天桥及匝道桥梁所需的T梁，面临产品工艺复 杂、时间紧、任务重等挑战，智能化装备的应用使生产效率大幅提升。 走进广绵智慧梁场控制中心，巨大的屏幕上显示着数字孪生的虚拟梁场，仿佛把现实中的 ...

Group 1 - The Chinese government is focusing on strengthening key core technology breakthroughs and application achievements during the "14th Five-Year Plan" period, with positive results in technological innovation leading to new productive forces [1] - In the high-end equipment sector, China has independently developed the "Jinghua" 16.07-meter ultra-large diameter shield machine and the first domestically designed and built "Dream" deep-sea drilling vessel [1] - In advanced manufacturing, technologies such as artificial intelligence, the Internet of Things, and big data are enabling the transition from traditional manufacturing to intelligent manufacturing, with China having the largest number of "lighthouse factories" globally, accounting for over 40% [1] Group 2 - Approximately 4.6 million 5G base stations have been built in China, maintaining a global lead in technology and user numbers, facilitating digital upgrades across various industries [1][2] - In the renewable energy sector, China has continuously broken world records for photovoltaic silicon battery efficiency, with new installations of photovoltaic and wind power exceeding 100 million kilowatts for four consecutive years; cumulative sales of new energy vehicles have surpassed 40 million, maintaining the global lead for ten consecutive years [1] - In the field of artificial intelligence, multiple general models have emerged in China, with some achieving accuracy rates exceeding 95%, creating over a hundred benchmark application scenarios [2]

乐歌股份（300729.SZ）9月18日在投资者互动平台表示，尊敬的投资者您好，公司的仓储助力机器人等 自主研发制造的产品主要应用于自有工厂的智能制造以及海外仓的智慧物流方面，部分设备已经投入使 用。未来，成熟产品将视情况可能对外销售。 （记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：董秘您好，注意到贵公司持续加大机器人领域投入， 乐歌机器人研究院有物流机器人研发、外骨骼研发和算法、激光SLAM算法研发和AI相关岗位。乐歌人 体工学科技股份有限公司的智能家居理念和外骨骼机器人的技术和应用场景高度重合，请问贵单位的是 否已有成熟的产品进行测试、落地，产品的在自用的同时是否有面向市场销售的计划？ ...

Core Viewpoint - 京城机电股份 has seen a significant stock price increase, attributed to its involvement in a groundbreaking project in the field of thermal energy technology for heavy oil extraction [1] Company Summary - 京城机电股份 (00187) experienced a stock price increase of over 5%, reaching a peak of 6.27 HKD during trading, and currently stands at 5.23 HKD with a trading volume of 446 million HKD [1] - The company’s subsidiary, 北京巴威, played a crucial role as the overall solution provider for the first global thermal energy replacement project for heavy oil extraction, which commenced operations on September 12 in Xinjiang [1] - The project features a core device, the high-temperature heat absorber, developed and designed by 北京巴威, which is installed at the top of the heat-absorbing tower, ensuring stable supply to meet design targets [1] Industry Summary - The project represents a significant breakthrough in China's thermal energy technology and green development of heavy oil [1] - 京城机电 is transitioning from traditional manufacturing to emerging industries such as hydrogen energy, digital hydraulics, and robotics, aligning with the dual carbon strategy and the wave of intelligent manufacturing [1] - According to Guojin Securities, 2025 is projected to be a critical point for the hydrogen energy sector, with expectations for rapid growth in hydrogen and fuel cell industries, particularly in fuel cell vehicles and green hydrogen projects [1]

Core Viewpoint - The stock of Jingcheng Machinery Electric Co., Ltd. (00187) has seen a significant increase, rising over 8% following the operational launch of the world's first heavy oil extraction solar thermal replacement project in Xinjiang, marking a major breakthrough in solar thermal technology and green development of heavy oil in China [1] Company Summary - Jingcheng Machinery Electric's subsidiary, Beijing Bawen, is the key equipment solution provider for the project, having successfully developed and designed the core device, a high-temperature heat absorber installed at the top of the heat-absorbing tower [1] - The company is transitioning from traditional manufacturing to emerging industries such as hydrogen energy, digital hydraulics, and robotics in response to the dual carbon strategy and the wave of intelligent manufacturing [1] Industry Summary - According to Guojin Securities, 2025 is a critical milestone for the medium to long-term planning of hydrogen energy, with the hydrogen and fuel cell industry expected to enter a rapid growth phase [1] - The rollout of fuel cell vehicles and green hydrogen projects is anticipated to accelerate, with hydrogen energy and fuel cell manufacturing identified as the two main lines of focus for the industry [1]

Core Viewpoint - The stock of Jingcheng Machinery Electric Co., Ltd. (00187) has seen a significant increase, rising over 8% following the operational launch of the world's first heavy oil extraction solar thermal replacement project in Xinjiang, marking a major breakthrough in solar thermal technology and green development of heavy oil in China [1]. Company Summary - Jingcheng Machinery Electric's subsidiary, Beijing Bawen, is the key equipment solution provider for the project, having successfully developed and designed the core equipment, a high-temperature heat absorber installed at the top of the heat-absorbing tower [1]. - The company is transitioning from traditional manufacturing to emerging industries such as hydrogen energy, digital hydraulics, and robotics, aligning with the dual carbon strategy and the wave of intelligent manufacturing [1]. Industry Summary - According to Guojin Securities, 2025 is a critical milestone for the medium to long-term planning of the hydrogen energy sector, with expectations for a surge in the hydrogen and fuel cell industry, particularly in fuel cell vehicles and green hydrogen projects [1]. - The manufacturing of hydrogen energy and fuel cells is currently identified as two main lines of focus, suggesting ongoing attention to these sectors [1].

Core Viewpoint - The company, Changying Precision, is experiencing significant growth in its new energy business, with a focus on high-precision and high-performance products, and is expanding its operations in various sectors including robotics and intelligent manufacturing [1][2]. Group 1: New Energy Business - The company has established production bases for its new energy business in Yibin, Zigong, Changzhou, and Ningde, and has been supplying structural components for power and energy storage batteries to CATL for several years [1]. - In the first half of 2025, the new energy business generated revenue of 2.939 billion yuan, representing a year-on-year growth of 37.09% [1]. - Revenue from the new energy business is projected to grow significantly from 11.29 billion yuan in 2021 to 52.14 billion yuan in 2024, with a compound annual growth rate exceeding 66% [2]. Group 2: Robotics and Intelligent Manufacturing - Starting in 2024, the company plans to accelerate the construction of production capacity related to humanoid robots and increase R&D investment [2]. - The company is developing various materials for humanoid robot components, including aluminum, magnesium, titanium alloys, and engineering plastics, utilizing multiple manufacturing processes [2]. - In the first half of 2025, revenue from overseas humanoid robot parts exceeded 35 million yuan, a significant increase from 10.11 million yuan in 2024 [2].

M F /7 业务 ▲ 1 HINDRANI T PARTH MARK THE THE I won the 865 07:30 PM 线集成 产 h ml 1 1 MES 生产执行 I'v HHH B n 】 B 결 IDI MI 0 e 9月16日，法士特智能工厂战略创新联盟启动大会在西安举行。作为我国汽车零部件行业的领军企业，法士特此次联合产业链多方力量组建创新 联盟，既是对国家制造强国战略的积极响应，也是企业从传统制造向智能制造服务转型的核心举措，通过整合生态资源为行业智能化升级提供可复 制的实践样本。 锚定战略方向 厚植智能制造根基 法士特集团党委书记、董事长马旭耀在大会致辞中表示，法士特50余载深耕汽车零部件领域，已发展成为拥有铸造、锻造、齿轮加工、壳体加工、总装 配等全流程业务的离散型生产制造企业。进入21世纪，伴随国家经济快速发展，法士特敏锐把握制造业变革趋势，加快推动智能工厂建设和智能制造推广应 用，为行业转型升级提供最佳综合解决方案。 截至目前，法士特已建成3座国家级智能制造示范工厂，多项数智技术斩获陕西省科技进步一等奖，在智能制造领域树立起行业标杆。为进一步推动智 能制造技术的共享与应用， ...

Group 1 - The company has adjusted its operations in response to changes in international tariff policies expected in the first half of 2025, including relocating some orders to its subsidiary in Thailand [1] - The Thailand subsidiary, established in 2018, has developed a comprehensive production and sales management system and is expected to reach full production capacity by the end of 2025 [1] - The company operates under a dual-driven business model of "ODM+OBM," expanding its product range from electric heating, spraying, and nail gun products to include 12V and 18V battery packs and chargers [1] Group 2 - The company aims to capture higher value segments in the large electric tools market through technological innovation and the "ODM+OBM" model over the next three to five years [2] - The self-developed lithium battery pack products are expected to drive the smart manufacturing direction of electric tools and explore higher value applications [2] - The company has completed a share buyback and plans to use it for employee stock ownership plans or equity incentive plans to enhance the motivation of its core team [2]

Core Viewpoint - Top Group announced a change in the use of part of the raised funds and postponed adjustments to some fundraising projects to optimize resource allocation and better respond to market changes, aiming to enhance its competitiveness in the automotive parts sector [2] Group 1: Market Response and Industry Opportunities - The rapid development of the new energy vehicle market has led to an increasing penetration rate of air suspension systems in the passenger car market, with rising domestic production rates and decreasing costs. ASU, as a core component of air suspension systems, has significant market potential [3] - The intelligent door drive system is also experiencing growing market demand due to its user-friendly operation and high level of intelligence [4] - By reallocating funds towards ASU and intelligent door drive system projects, the company aims to capitalize on industry growth opportunities and enhance its product competitiveness in these areas [4] Group 2: Meeting Customer Supply Chain Needs - As a pioneer in large-scale production of closed air suspension systems in China, the company has established comprehensive self-research and innovation capabilities. Its air suspension system products are supplied to various automotive brands, including Seres, Xiaomi, and others [5] - With the rapid growth of the air suspension system business and the gradual increase in demand for intelligent door drive systems, there is an urgent need for capacity support for ASU and intelligent door drive systems from customers [5] Group 3: Resource Optimization and Investment Strategy - The company plans to control the construction pace of certain projects due to geopolitical factors and overseas market opportunities, while also increasing component production capacity in Anhui through the acquisition of Wuhu Changpeng Automotive Parts Co., Ltd [6] - The reallocation of funds towards the more urgent and promising intelligent manufacturing industrial park project will optimize resource allocation and improve the efficiency of fund utilization [6] Group 4: Intelligent Manufacturing Industrial Park Project - The intelligent manufacturing industrial park project, located in Ningbo, is expected to achieve an annual production capacity of 700,000 ASUs and 600,000 intelligent door drive systems after reaching full production [7] - The total investment for the project is approximately 1,092.55 million yuan, with 400 million yuan allocated from the raised funds. The project is expected to generate annual revenue of 3,090 million yuan and a net profit of 243 million yuan, with a post-tax internal rate of return of 21.43% and a payback period of 6.47 years [7]