Core Viewpoint - The article emphasizes the importance of maintaining a reasonable proportion of manufacturing in the economy, highlighting that it should not be pursued excessively high or allowed to decline too low, but rather should be dynamically tracked and coordinated for effective qualitative and quantitative growth [1][2]. Group 1: Importance of Manufacturing - Manufacturing is a crucial pillar of the national economy, and its reasonable proportion is essential for solidifying the material and technological foundation of China's modernization [1]. - Historical lessons from developed countries show that a premature decline in manufacturing can lead to severe economic and social risks, including decreased economic growth and employment issues [2]. Group 2: Current State and Future Potential - China's manufacturing sector has a strong foundation and significant growth potential, with traditional industries transitioning from cost efficiency to quality and brand advantages, while emerging industries are integrating technological and industrial innovations [3]. - The manufacturing proportion reflects changes in industrial structure and competitiveness, with developed countries facing challenges due to a decline in comparative advantages and investment in manufacturing [3]. Group 3: Structural Adjustments - Maintaining a reasonable manufacturing proportion requires optimizing the industrial structure, enhancing the development of emerging industries, and revitalizing traditional industries [4]. - The transition from old to new growth drivers must be managed carefully, ensuring that investments in new technologies do not neglect the improvement of traditional production factors [4]. Group 4: Enterprise Development - The integration of large, medium, and small enterprises is vital for maintaining a reasonable manufacturing proportion, with a focus on collaboration across different levels of the supply chain [5]. - Regional industrial coupling is important, leveraging local advantages to develop specialized industries and create a complementary spatial development pattern [5]. Group 5: Dynamic Process and Investment - The change in manufacturing proportion is a dynamic process that requires continuous monitoring and strategic adjustments [6]. - Investment in transformation and development is crucial, with a focus on increasing R&D and utilizing new production factors to enhance overall productivity [6]. Group 6: Complete Enterprise Ecosystem - A balanced ecosystem of leading enterprises, component suppliers, and platform companies is necessary to maintain a reasonable manufacturing proportion [7]. - Optimizing industrial spatial layout is essential, with coastal regions focusing on high-tech innovation and central and western regions leveraging resource advantages for industrial growth [7].

Core Viewpoint - The article emphasizes the importance of maintaining a reasonable proportion of the manufacturing industry in China's economy, highlighting the need for a balanced approach to achieve both qualitative improvements and reasonable quantitative growth in manufacturing [1][2]. Group 1: Importance of Manufacturing - Manufacturing is a crucial pillar of the national economy, and its reasonable proportion is essential for solidifying the material and technological foundation of Chinese-style modernization [1][2]. - Historical lessons from developed countries show that a premature decline in manufacturing can lead to severe economic and social risks, necessitating a focus on maintaining a robust manufacturing sector [2][3]. Group 2: Current State and Future Potential - China's manufacturing sector has a solid foundation and significant growth potential, with traditional industries transitioning from cost efficiency to quality and brand advantages, while emerging industries are developing new advantages through technological and industrial innovation [3][4]. - The manufacturing proportion reflects changes in industrial structure and competitiveness, with developed countries facing challenges due to a decline in comparative advantages and investment in manufacturing [3][4]. Group 3: Structural Adjustments Needed - It is crucial to balance the development of traditional and emerging industries to maintain a reasonable manufacturing proportion, as a decline in traditional industries without sufficient growth in high-tech sectors can lead to an overall decrease in manufacturing [4][5]. - The transition from old to new growth drivers must be managed carefully, ensuring that investments in new technologies do not neglect the improvement of traditional production factors [5][6]. Group 4: Enterprise and Regional Development - The integration of large, medium, and small enterprises is vital for maintaining a reasonable manufacturing proportion, requiring strong collaboration across different levels of the supply chain [5][6]. - Regional development strategies should leverage local advantages to create a complementary and collaborative industrial landscape, enhancing the overall manufacturing ecosystem [6][7]. Group 5: Dynamic Process of Manufacturing Proportion - The change in manufacturing proportion is a dynamic process that requires continuous monitoring and adjustment of strategic focuses to align with evolving industrial trends [6][7]. - Investment in transformation and development is essential, with a focus on increasing technological innovation and improving traditional production processes to support high-quality growth in manufacturing [6][7].

Group 1 - The Ministry of Industry and Information Technology of China is committed to promoting new industrialization and providing more cooperation opportunities for foreign companies, including AMD, in the fields of digital economy and artificial intelligence [1][1] - CICC has announced a major asset restructuring plan to absorb and merge with Dongxing Securities and Xinda Securities, with a share swap price set at 36.91 CNY per share for CICC, 16.14 CNY for Dongxing Securities, and 19.15 CNY for Xinda Securities, with the merger expected to balance shareholder interests [1][1] - The State Development and Reform Commission has issued a notice on the benchmark levels for clean and efficient coal utilization, aiming to enhance the clean energy system in China [1][1] Group 2 - The global silver market is experiencing a historic surge, with prices surpassing 66 USD per ounce, marking a year-to-date increase of over 130%, significantly outpacing gold [3][3] - The European Parliament has approved a plan to gradually stop importing Russian natural gas by the end of 2027, pending final approval from EU member states [3][3] - The asset management products total scale reached 80.03 trillion CNY by the end of Q3 2025, according to the China Securities Investment Fund Industry Association [1][1]

中国企业联合会党委书记、常务副会长兼理事长朱宏任在作《面向"十五五"中国制造企业的转型与跃 迁》主旨演讲时指出，制造业是建设现代化产业体系、巩固实体经济根基的核心。中国制造业企业在世 界500强中的占比持续提升，展现了坚实实力。他强调，推进新型工业化必须聚焦智能制造，尤其要发 挥人工智能、物联网等技术的赋能作用，促进传统产业转型升级。同时，需以产业链协同推动大中小企 业融通发展，构建良性产业生态。面向"十五五"，企业应统筹基础能力与创新攻关，强化标准引领与人 才培养，通过人工智能激活工业新动能，共同推动制造业高质量发展。 中国能建（601868）首席专家万明忠在发表《协同创新驱动产业焕新加速建设新型能源体系》主题演讲 时指出，能源电力是新型工业化的核心动力，发展新能源与储能是必然选择。中国能建牵头百余家产业 链合作伙伴，以"研投建营数"一体化模式，引领压缩空气储能工程化、规模化、产业化进程，带动相关 产业转型升级，系统推进新技术、新场景、新模式、新产业（300832）融合发展。未来，中国有望通过 发展新能源实现弯道超车，开启新能源发展"黄金十五年"和万亿级新赛道，引领三次能源革命。需通过 产业链协同创新，推动 ...

IT之家 12 月 17 日消息，12 月 17 日，工业和信息化部部长李乐成在北京会见美国超威半导体公司（AMD）董事会主席兼首席执行官苏姿丰，双方就加强 数字经济、人工智能领域合作等议题进行交流。 IT之家从工信部方面获悉，李乐成表示，中国拥有丰富的数据资源和应用场景，数字技术、人工智能等正快速发展、赋能千行百业。中国将坚定不移推进新 型工业化，不断扩大高水平对外开放，为包括 AMD 在内的外资企业提供更多合作机遇。希望 AMD 继续深耕中国市场，与中国产业链上下游企业一道创新 成长，实现互利共赢发展。 苏姿丰感谢中国工业和信息化部对 AMD 在华发展的支持，表示将继续深化在华投资，进一步加强对华合作，共同促进产业创新发展。 ...

Core Viewpoint - The report highlights the significant economic and social achievements of Foshan during the "14th Five-Year Plan" period, emphasizing the city's commitment to high-quality development and common prosperity, with rural residents' per capita disposable income exceeding 43,000 yuan [1][45]. Economic Development - Foshan's economic total is projected to reach 1.33 trillion yuan by 2024, having crossed three trillion yuan thresholds in the past five years [7][8]. - The city has established ten industrial clusters with a scale of over 100 billion yuan, and the number of industrial enterprises above designated size has surpassed 10,000 [12]. - Advanced manufacturing's contribution to the industrial added value has increased to 54.8% [13]. Technological Innovation - Foshan has invested nearly 400 billion yuan in technological transformation, with 78.7% of industrial enterprises implementing digital transformation [14]. - The city has been recognized as a national new-type industrialization demonstration base and a pilot city for the digital transformation of small and medium-sized enterprises [16]. Investment and Infrastructure - Foshan has established a 20 billion yuan new momentum industry fund, attracting over 3,000 projects with a total investment of 1.8 trillion yuan [17][18]. - The city has become the largest industrial robot production base in the country, with the pharmaceutical health industry revenue exceeding 100 billion yuan [19]. Urban and Rural Development - The per capita disposable income of rural residents has increased by 33% compared to 2020, with 87 rural communities achieving "billion-yuan village" status [45][46]. - The urban-rural income ratio has improved to 1.6:1, better than the national and provincial averages [46]. Social Services and Quality of Life - Foshan has created 53,700 new jobs and has been recognized as a national pilot city for enhancing public employment service capabilities [65]. - The city has continuously improved public services, with significant increases in educational resources and healthcare facilities [66][67].

来源：新浪证券-红岸工作室 12月17日，纽威数控涨0.89%，成交额3705.80万元，换手率0.55%，总市值67.69亿元。 异动分析 人形机器人+工业母机+新能源汽车+高端装备+长三角一体化 1、根据2025年4月25日公告：公司针对人形机器人行业的丝杠和减速器等关键零部件加工工艺特点， 开发了人形机器人行业数控卧式车床系列。产品技术特点为30度倾斜床身结构，机械主轴、内置主轴、 副主轴、伺服刀架、动力刀架、液压尾架、伺服尾架等模块化设计，满足人形机器人行业零件高精密加 工要求。产品功能与应用为适用于人形机器人谐波减速器、空心杯电机、传感器、制动器、行星滚柱丝 杠等核心回转类零件加工。 2、公司主营业务是中高档数控机床的研发、生产及销售。主要产品是定柱式龙门加工中心系列、动柱 式龙门加工中心系列、五轴联动龙门加工中心系列、五轴立式加工中心系列、高速型立式加工中心系 列、电主轴立式加工中心系列、重切型立式加工中心系列、动柱型立式加工中心系列、门型立式加工中 心系列、数控立式车床系列、高速型卧式加工中心系列、重切型卧式加工中心系列、高效型卧式加工中 心系列、斜床身数控卧式车床系列、平床身数控卧式车床系列、 ...

Group 1: Industrial Growth and Performance - The industrial added value of large-scale industries in China grew by 6.0% year-on-year from January to November, surpassing the previous year's growth by 0.2 percentage points, indicating a stable growth trend [2] - In November, the industrial added value increased by 4.8% year-on-year, with a month-on-month growth of 0.44%, accelerating by 0.27 percentage points compared to the previous month [2] - The equipment manufacturing sector showed significant growth, with a year-on-year increase of 7.7% in November, accounting for 36.4% of the total industrial added value, marking a 1.8 percentage point increase from the previous year [2][3] Group 2: Sector-Specific Insights - In November, all eight industries within the equipment manufacturing sector reported growth, with the electronics and automotive industries growing by 9.2% and 11.9% respectively, contributing 20.2% and 17.9% to the overall industrial growth [3] - High-tech manufacturing saw an 8.4% year-on-year increase in added value in November, contributing 29.8% to the overall industrial growth, with significant growth in integrated circuit manufacturing and biopharmaceuticals [4] - The digital product manufacturing sector also performed well, with a 7.6% year-on-year increase in added value, driven by substantial growth in smart consumer devices and industrial automation systems [5] Group 3: Future Industrial Strategies - The Ministry of Industry and Information Technology emphasized the need to stabilize industrial fundamentals and promote new industrialization, focusing on growth, innovation, and integration [7] - Plans for the upcoming year include implementing a new round of key industry growth initiatives and enhancing the adaptability of supply and demand to stimulate consumption [7] - The ministry aims to deepen the integration of technological and industrial innovation, optimize industrial structures, and promote digital transformation in manufacturing [7]

Core Viewpoint - The industrial economy in China is experiencing a steady transformation and upgrade, with a focus on high-quality development and technological innovation as outlined in the Central Economic Work Conference [1]. Group 1: Industrial Growth Data - From January to November, the industrial added value of large-scale enterprises in China grew by 6.0% year-on-year, which is 0.2 percentage points higher than the same period last year [2]. - In November, the industrial added value increased by 4.8% year-on-year, maintaining a stable growth rate compared to the previous month, with a month-on-month growth of 0.44%, accelerating by 0.27 percentage points [2]. - Among 41 major industrial categories, 30 reported year-on-year growth, achieving a growth coverage of 73.2% [2]. Group 2: Equipment Manufacturing Sector - The equipment manufacturing sector has shown significant growth, with a year-on-year increase of 7.7% in November, and its cumulative added value accounted for 36.4% of the total industrial added value, an increase of 1.8 percentage points compared to the full year of 2024 [2][3]. - Key industries within equipment manufacturing, such as electronics and automotive, reported growth rates of 9.2% and 11.9%, contributing 20.2% and 17.9% to the overall industrial growth, respectively [3]. Group 3: High-Tech Manufacturing - High-tech manufacturing added value grew by 8.4% year-on-year in November, contributing 29.8% to the overall industrial growth [4]. - Specific sectors like integrated circuit manufacturing and biopharmaceuticals saw substantial growth rates of 32.4% and 17.3%, respectively [4]. Group 4: Digital Product Manufacturing - The digital product manufacturing sector experienced a year-on-year growth of 7.6% in November, with notable increases in smart vehicle equipment and industrial control systems, growing by 30.0% and 9.7% respectively [5]. - The production of smart consumer devices, such as smart wristbands and 5G smartphones, increased by 27.6% and 11.5% [5]. Group 5: Future Industrial Strategy - The Ministry of Industry and Information Technology emphasized the need to stabilize the industrial base and promote new industrialization, focusing on growth, innovation, and risk prevention [6]. - Plans for the upcoming year include enhancing the integration of existing and new policies to boost consumption and implementing a new round of key industry growth initiatives [6]. Group 6: Overall Industrial Outlook - The overall industrial production remains stable, with ongoing transformation and upgrades, despite challenges such as insufficient effective demand and pressure on corporate profits [7].

转自：草原云 工业化是现代化的基础和核心动力，以中国式现代化全面推进强国建设、民族复兴伟业，实现新型工业 化是关键任务。 "十四五"以来，内蒙古紧扣高质量发展主题，以新能源带动新工业，以先进制造业带动新型工业化，全 面落实新型工业化"1+7"政策体系，奋力推进新型工业化迈上新台阶。放眼北疆，产业结构向"优"而 进，发展底色向"绿"而行，数智应用向"广"而拓，新型工业化持续走深走实，取得了新的跨越式成就。 "十四五"期间，内蒙古工业总量持续壮大，工业经济高质量发展取得积极进展。2024年内蒙古全部工业 增加值历史性突破万亿元大关，年均增长9.3%，占GDP比重38%，较"十三五"末提高5.6个百分点，总 量居全国第14位，进入全国中上游行列。全区超90种工业产品产能规模稳居全国第一。 产业结构向"优"而进 走进包钢股份稀土钢板材厂热轧车间，热浪扑面而来，轧机轰鸣震耳。通红的钢坯在1000摄氏度高温下 反复轧制，仅两分钟就被压延成1.2毫米厚的钢板。包钢股份稀土钢板材厂热轧作业部工长王嵩形象地 比喻："就像用擀面杖擀饺子皮，冲过来再推过去，一块钢板就轧好了。" 从助力匈塞铁路、包银高铁畅通运行的稀土钢轨，到支撑阿 ...