50余项应用实践 打造光伏电池智造新标杆 "灯塔工厂"被誉为"世界上最先进的工厂"，入围要求十分严苛，需要集成至少5个世界级领先水平的技术应用。作为"数字化制造"和"工 业4.0"的示范者，通威太阳能眉山公司凭借50余项第四次工业革命（4IR）应用场景，在功率转换效率、工艺稳定性和可持续发展等方面取 得突破性成果。 其中，十亿级大数据分析驱动太阳能电池效率优化、深度学习模型赋能丝网印刷的自调节优化、CNN/DNN赋能的智能镀膜优化和闭环 控制、RAG增强型GenAI的设备维护和OEE管理、基于ResNet、XGBoost模型的闭环质量管理成为此次"灯塔工厂"获选的数字化用例。 全球光伏电池制造领域首个"灯塔工厂"，通威太阳能眉山公司智能制造车间。 在竞争激烈的太阳能电池片市场，通威太阳能将其数字化转型聚焦于提高光电转换效率（PCE）和质量，部署了50多个第四次工业革 命用例，大多数用例以人工智能为基础：通过机器学习推动工艺优化、借助生成式人工智能实现维护，以及利用先进的人工智能算法分析 缺陷。此次转型使光电转换效率提高了12%，缺陷率降低了41%，转换成本降低了37%，二氧化碳排放量减少了33%。 9月16日 ...

Core Viewpoint - The article discusses the new opportunities and challenges in China's manufacturing industry driven by digitalization and intelligent manufacturing, emphasizing the need for companies to adapt and investors to seize these changes [2]. Group 1: Manufacturing Transformation Directions - 隆鑫通用 focuses on upgrading through "high-end, intelligent, and green" strategies, emphasizing that the new leap in manufacturing is a systemic and ecological strategic reconstruction rather than just technological breakthroughs [4]. - 四维图新 highlights the significant application of intelligent manufacturing in the automotive industry, advocating for data sharing and collaboration across the supply chain to enhance competitiveness and resilience [6]. - 兴业基金 emphasizes that the core driver of the new leap in manufacturing is the technological dividend, particularly the transformative impact of artificial intelligence [8]. Group 2: Recommendations and Insights - 隆鑫通用's recommendations include focusing on core technology for risk management, deepening globalization efforts, and fostering an ecosystem of collaboration rather than isolated competition [11]. - 四维图新 suggests that the automotive industry is entering a phase of elimination, where companies with core technologies and strong partnerships will thrive, citing Toyota's approach to supporting suppliers as a model [12]. - 兴业基金 advises investors to focus on core industry leaders, consider non-financial indicators like technology investment, and adopt a mindset that integrates investments across different sectors [12].

Core Insights - The article emphasizes the transformation of the manufacturing industry in Henan through intelligent manufacturing and digitalization, which is seen as a strategic choice to adapt to technological revolutions and industrial changes [2][3][4]. Group 1: Intelligent Manufacturing Transformation - As of mid-2023, the coverage rate of intelligent application scenarios among industrial enterprises in Henan reached 87.2%, with 1,685 provincial-level smart workshops and factories established [2]. - The Zhengzhou Coal Machine Smart Park, recognized as the first "lighthouse factory" in the global coal machinery industry, has achieved over 30% increase in production and over 100% improvement in labor efficiency, reducing production cycles from 28 days to 9 days [3]. Group 2: Digital Transformation Initiatives - Henan is implementing a comprehensive digital transformation action plan, focusing on diagnosing and formulating tailored transformation strategies for enterprises that have not yet undergone digital upgrades [4][5]. - The province has organized over 3,700 experts to provide free diagnostic services to 21,000 enterprises, with successful practices being promoted nationwide [5]. Group 3: Future Development Plans - The development of 15 industrial AI models and the establishment of four national centers for promoting digital transformation in manufacturing are part of Henan's action plans for 2023-2027 [6]. - The province aims to accelerate the integration of AI into various industries, enhancing the digitalization and modernization of manufacturing processes [6][7].

Core Insights - The World Economic Forum announced a new batch of "Lighthouse Factories," with 12 factories selected, 6 of which are from China [1] - Two companies from Changzhou, China, were included in the list: Eaton Electric Equipment Co., Ltd. and Mettler-Toledo International Inc., bringing the total number of Changzhou's world-class "Lighthouse Factories" to three [1] Group 1: Eaton Electric Equipment Co., Ltd. - The Changzhou factory of Eaton Electric began full-chain digital operations in 2022, integrating 10 new Industry 4.0 solutions [1] - Production efficiency increased by 26%, delivery time was reduced by 33%, and production capacity improved by 55% [1] - The factory achieved full-process digital management from order generation to after-sales service, aiming for a "near-zero carbon factory" goal through scientific carbon reduction [1] Group 2: Mettler-Toledo International Inc. - The Changzhou factory of Mettler-Toledo is a leading manufacturer of precision instruments and weighing equipment, serving critical industries such as pharmaceuticals, food, chemicals, semiconductors, and lithium batteries [1] - The factory has deployed 49 cutting-edge Industry 4.0 application cases, resulting in an on-time delivery rate of 98.4% and a delivery cycle reduction of 22% [1] - Mettler-Toledo's products are utilized in over 100 countries and regions worldwide [1]

Core Viewpoint - The establishment of a joint venture, Jiyou Lixing (Shanghai) Technology Co., Ltd., marks a significant move for Lixing Co., Ltd. into the robotics sector, focusing on high-end transmission components and international market expansion [1][2] Group 1: Joint Venture Details - Lixing Co., Ltd. will invest 20% of the registered capital (20 million yuan) in the joint venture, while Shanghai Jiyou will contribute 59% (59 million yuan) [1] - The joint venture aims to develop products related to the new energy vehicle, automation equipment, and robotics industries, leveraging overseas channels and brand resources to penetrate key international markets such as Europe and North America [1][2] Group 2: Strategic Focus and Future Plans - The joint venture will focus on three main areas: the new energy vehicle industry, embodied robotics, and international market expansion, with plans to launch its first embodied intelligent product by December 2025 [2] - By 2026, the company aims to complete its expansion into European and North American markets, and by 2027, establish a product chain related to new energy vehicles and silicon nitride ceramics [2] Group 3: Company Background and Synergies - Lixing Co., Ltd., founded in 1989, is part of the global procurement system of the top eight bearing manufacturers and indirectly serves several well-known international robotics companies [2] - The collaboration with Shanghai Jiyou is expected to leverage their strong synergy, as Shanghai Jiyou has a significant local presence in Europe, while Lixing has established sales channels in the region [2]

Group 1 - The core viewpoint of the article emphasizes the transformative opportunities and challenges in the manufacturing industry driven by digitalization and intelligent manufacturing [1] - The discussion at the forum highlighted the need for manufacturing companies to adopt a systematic and ecological strategic restructuring rather than relying solely on single-point technological breakthroughs [2] - The automotive industry is experiencing a significant shift towards intelligent manufacturing, with data-driven algorithms and software systems fundamentally changing traditional manufacturing models [2][3] Group 2 - Recommendations for the manufacturing sector include focusing on core technologies to mitigate external risks, deepening globalization efforts, and fostering an ecosystem of collaboration rather than isolated competition [4] - The automotive industry is entering a phase where intelligent manufacturing capabilities are critical, and investors should focus on companies that lead in standards and possess core technologies [5] - Strategic partnerships and collaborations are essential for success, as demonstrated by companies like Toyota, which emphasizes the importance of nurturing the entire industry ecosystem [5] Group 3 - The investment focus for manufacturing companies should shift towards enhancing their "investability" in the capital market, emphasizing sustainable growth and technological innovation [5] - Key investment strategies include concentrating on leading companies in core sectors, paying attention to non-financial indicators such as technology investment and global vision, and integrating investment approaches across different sectors [5]

Industry Rating - The industry investment rating is maintained at "Outperform" [1] Core Insights - The report highlights the evolution of unmanned forklifts as a key driver for intelligent logistics transformation, integrating traditional forklift and AGV technologies to enhance automation and efficiency in logistics operations [2][12] - The market for unmanned forklifts is expected to grow significantly, with shipments projected to increase from 19,500 units in 2023 to 39,000 units by 2025, reflecting a penetration rate rise from 1.66% to 3.17% [4][66] Summary by Sections 1. Unmanned Forklift Overview - Unmanned forklifts combine traditional forklift and AGV technologies, offering advantages such as automatic navigation, obstacle avoidance, and path planning, which reduce labor costs and safety risks [2][12] - The average price of unmanned forklifts has decreased significantly due to the maturation of the supply chain and the rise of domestic components, with further price reductions expected [17][15] 2. Technological Evolution - The transition from AGV to AMR (Autonomous Mobile Robot) is driven by advancements in technology, with AMR offering higher efficiency and shorter payback periods [3][28] - AMR technology relies on SLAM (Simultaneous Localization and Mapping) for navigation, enhancing operational robustness and precision [3][31] 3. Market Dynamics - The industry is driven by four main factors: diminishing demographic dividends, rising labor costs, policy support for smart manufacturing, and technological advancements [4][48] - The Chinese unmanned forklift market reached a scale of $2.385 billion in 2023, accounting for 45% of the global market, with Asia leading at 47% [4][59] 4. Competitive Landscape - Major players in the unmanned forklift market include Linde, Toyota Material Handling, and Geek+, with a focus on system integration and intelligent solutions [5][101] - The global market for robotic control systems is projected to reach approximately 80 billion yuan by 2024, with a compound annual growth rate of 84.4% from 2020 to 2024 [90] 5. Application and Expansion - Unmanned forklifts are increasingly used across various sectors, including manufacturing, logistics, and agriculture, enhancing efficiency and reducing costs [21][71] - The penetration of unmanned forklifts into traditional industries is expanding, driven by technological advancements and decreasing costs [71][72]

国民经略 . 在这里，读懂中国经济、城市和楼市 本文来自微信公众号： 国民经略 （ID：guominjinglve） ，作者：凯风，题图来自：AI生成 城市经济天花板，又抬高了。 以下文章来源于国民经略 ，作者凯风 日前召开的主题发布会透露，"十四五"收官时 （2025年末） ，北京GDP将站上5万亿台阶。 这意味着，继上海之后，北京将成为全国第二个5万亿城市，与深圳、广州、香港等拉开差距。 北京上海经济为何这么猛？广深能否再次迎头赶上？ 一、京沪GDP迈进5万亿，意味着 什么？ 环顾国际，180多个国家和地区中，GDP超过5万亿 （约7000亿美元） 的仅有20多个。 这一数字，超过瑞典、比利时、泰国等国家，一城可敌一国，说是"富可敌国"不算夸张。 放眼国内，GDP超过5万亿的省份只有11个，京沪GDP已超近2/3省域。 京沪是省级的直辖市，也是严格意义上的城市，属于万亿俱乐部的领头羊。 目前，我国内地共有27个万亿GDP城市，未来几年有望扩容到30席。 毕竟，同为万亿城市，但经济梯度相当明显： 5万亿的京沪，4万亿的深广渝，2万亿的苏成杭武，1.5万亿~2万亿还有6座城市，万亿区间更有10多 座城市。 当 ...

Core Viewpoint - Huqin Technology has submitted its application for a mainboard listing on the Hong Kong Stock Exchange, marking a significant step in its "A+H" dual capital platform strategy [1] Group 1: Company Overview - Founded in 2005, Huqin Technology is a leading global technology-driven ODM company, providing end-to-end solutions across the entire value chain [2] - The company has grown to become a giant in the global smart product ODM industry, with the highest cumulative shipment volume for smartphone ODM from 2020 to 2024, and is ranked first globally for tablet and wearable ODM shipments in 2024 [2] Group 2: Strategic Layout - Huqin Technology has proposed a "3+N+3" global smart product platform strategy, with three mature business segments (smartphones, laptops, and servers) as its revenue foundation [3] - The N ecosystem expands business boundaries into smart living, commercial digital productivity, and data center solutions, while three emerging sectors (robotics, automotive electronics, and software) target next-generation smart terminal products [3] Group 3: Financial Performance - The company achieved a revenue of 109.9 billion yuan in 2024, marking a year-on-year growth of over 28%, and further accelerated growth in the first half of 2025 with a revenue of 83.94 billion yuan, up 113.1% year-on-year [4] - Net profit attributable to shareholders reached 1.89 billion yuan in the first half of 2025, reflecting a year-on-year increase of 46.3% [4] Group 4: Innovation and Manufacturing - Huqin Technology emphasizes research and development, employing over 19,000 R&D personnel, which constitutes 27.4% of its total workforce, with cumulative R&D investment of approximately 14.8 billion yuan from 2022 to 2024 [5] - The company is recognized as a leader in smart manufacturing, having established major manufacturing centers in Nanchang and Dongguan, along with overseas bases in India, Indonesia, and Vietnam [5] Group 5: Global Client Network - Huqin Technology has built a broad global client network, collaborating with 8 of the top 10 smartphone brands, 4 of the top 5 tablet brands, and 4 of the top 5 wearable device brands as of June 30, 2025 [6] - The company's deep client relationships not only provide stable orders but also enhance its involvement in clients' product development processes [6] Group 6: Strategic Significance of Listing - The listing on the Hong Kong market is strategically significant, supported by policies from the China Securities Regulatory Commission, and aims to enhance global operations and advanced manufacturing capabilities [6][7] - The "A+H" dual capital platform strategy is expected to provide stronger momentum for global expansion and further solidify Huqin Technology's leading position in the global smart hardware ODM market [7]

截至目前，全球201个工厂获此认证，中国灯塔工厂数量占比 超40%。通威太阳能眉山公司是其中独有的聚焦光伏电池制造 的案例。这一荣誉不仅是对通威在智能制造领域创新探索的肯 定，也为全球光伏行业提供了可复制、可推广的转型范本。 作者： 程诚 封图：图片资料室 9 月 16 日，世界经济论坛（ WEF ）公布最新一批"灯塔工厂"名单，全球共 12 座工厂新入选。通威太阳能眉山公司 率先成为 此批次全球光伏行业 的 入围工厂，这意味着全球光伏电池制造领域 首创 "灯塔工厂"诞生，这不仅是四川省本土企业在"灯塔工厂"名单中的破冰之举，更标志着中国光伏 产业在智能制造与数字化转型领域再一次走在世界前列。 "灯塔工厂"由世界经济论坛与麦肯锡联合评选，旨在表彰在生产力、供应链韧性、可持续性、人才发展及以客户为中心等方面表现卓越的先进制造典 范。截至目前，全球 201 个工厂获此认证，中国灯塔工厂数量占比超 40% 。通威太阳能眉山公司是其中 独有的 聚焦光伏电池制造的案例。这一荣 誉不仅是对通威在智能制造领域创新探索的肯定，也为全球光伏行业提供了可复制、可推广的转型范本。 50余项应用实践 打造光伏电池智造新标杆 "灯塔工 ...