Core Insights - The Chinese gantry machining center industry is experiencing robust growth, with a projected market size of 5.027 billion yuan in 2024, representing a year-on-year increase of 2.07% [1][16] - Significant advancements have been made in high-end and intelligent technologies within the domestic gantry machining center sector, with companies increasing R&D investments to overcome key technical challenges [1][16] - The localization rate of CNC systems, which serve as the "brain" of gantry machining centers, is gradually improving, laying a solid foundation for the industry's autonomous and controllable development [1][16] Industry Overview - Gantry machining centers are large CNC machine tools designed for precision machining of large workpieces and complex shapes, featuring a high-rigidity and stable processing platform [1] - The industry has evolved through four main stages: initial reliance on imports, a phase of independent R&D, industrialization, and a current focus on high-end transformation [6][7][9] Industry Development History - The industry began in the 1980s and 1990s, with a surge in demand for high-end machine tools leading to collaborations with international manufacturers to absorb CNC technology [6] - From 2000 to 2010, domestic companies began to break foreign monopolies, with significant advancements in five-axis gantry machining centers [7] - The period from 2011 to 2020 saw the establishment of a complete industrial chain, with key components achieving self-sufficiency [9] Industry Chain - The gantry machining center industry chain includes components, basic materials, and electrical elements, with downstream applications in aerospace, automotive manufacturing, and mold making [12] Market Size - The CNC system market in China is projected to reach 15.287 billion yuan in 2024, with a year-on-year growth of 5.55%, driven by increasing demand for high-precision and efficient processing equipment [14] Key Companies - Major players include Shenyang Machine Tool, Dalian Machine Tool, and private enterprises like Haitai Precision and Nuowei CNC, each competing in different market segments [18][20][22] - Haitai Precision is a leading domestic manufacturer with a market share of nearly 80% in heavy gantry machining centers, reporting a revenue of 1.755 billion yuan in 2024 [20] - Guosheng Intelligent Technology has shown significant growth, with a revenue increase of 16.48% year-on-year in Q1 2025 [22] Industry Trends - The industry is expected to embrace technological upgrades and intelligent development, integrating IoT, big data, and AI to enhance performance and efficiency [24] - The demand for high-precision machining equipment will continue to rise, particularly in emerging markets such as new energy vehicles and 3C electronics [25][26] - Domestic companies are likely to accelerate the process of replacing imports, while also facing intensified international competition [27]

基于早期科技创新企业对引领中国科技发展和推动时代进步的重要意义， 创业邦今年继续联合中关村 智友研究院推出 "硬科技创变者" 评选活动 。本次评选旨在挖掘早期的硬科技创变企业，期待通过 "2025值得关注的硬科技创变者50强" 的奖项活动，评选出硬科技领域的杰出企业代表，激励中国硬 科技领域的持续繁荣发展。 以下为申报详情： 历史评选： 《 86%公司核心团队有博士，20家聚集北京丨2024值得关注的硬科技创变者50强重磅发布 》 《 超60%项目来自高校科研院所 | 2023值得关注的硬科技创变者50强重磅发布 》 创新是驱动国家发展与民族复兴的核心动力。科技创新作为根基，既能催生创新模式、新兴产业和增 长动能，同时，也是企业构建可持续发展优势、强化产业壁垒的关键要素。 科技创新对国内经济格局与中美贸易态势产生积极影响。其中，作为核心驱动力的硬科技产业，持续 推动全要素生产率提升，有力推动产业结构优化升级，成为支撑经济增长的新支点。在应对中美贸易 形势方面，硬科技产业的自主可控能力更是破局关键，其创新成果既能助力开拓新兴市场、优化贸易 条件，更能增强我国在全球经济竞争中的主动权。 硬科技产业以智能制造、人工 ...

Core Viewpoint - The upcoming 18th High-tech Lithium Battery Industry Summit will focus on the restructuring of the industry chain and the resonance of all-scenario applications, addressing key issues in the lithium battery sector post-cycle downturn [1]. Group 1: Industry Landscape - The trend of concentration is evident, with leading companies increasing their market share, indicating a "big fish eats small fish" scenario accelerating [2]. - Despite the ongoing industry reshuffle, the recovery in profitability is not widespread, raising questions about whether this reshuffle presents opportunities or traps [3]. Group 2: Technological Breakthroughs - The industry is setting high technological goals, such as zero degradation in storage, 10C fast charging for power batteries, and the industrialization of solid-state batteries, but the barriers to achieving these goals are becoming increasingly significant [3]. Group 3: Globalization - The expansion of lithium battery companies overseas is shifting from mere exports to building comprehensive systems, with a rotation of main players from power to storage, materials to equipment [6]. - Challenges such as high difficulty in establishing overseas factories and long project realization cycles raise concerns about whether Chinese lithium battery companies can maintain their global dominance [7]. Group 4: Smart Manufacturing - The evolution of processes in smart manufacturing is crucial for improving efficiency and reducing costs, with solid-state batteries creating new equipment demands and AI technologies entering production lines [7]. - However, the pace of implementation and industry expectations do not align, leading to skepticism about whether smart manufacturing can truly become a game-changer under current cost pressures [8]. Group 5: Material Cycle - Prices for materials such as anodes, lithium iron phosphate, and electrolytes have hit bottom, with some segments initiating a new round of capacity expansion [9]. - The question remains whether this price recovery signals the start of a new cycle or merely a rebound, and whether new materials can capitalize on technological dividends [9]. Conclusion - The keynote speech by Dr. Zhang Xiaofei will explore the lithium battery industry's landscape from multiple angles, including cycle judgment, technological trends, industry structure, and internationalization logic, providing a strategic framework for the future direction of the industry [10][11].

Core Viewpoint - The first Global Intelligent Machinery and Electronic Products Expo will be held from December 4 to 6, 2023, in Macau and Zhuhai, aiming to enhance the Greater Bay Area's influence in the global intelligent manufacturing sector [1][2] Group 1: Event Overview - The expo is organized by the China Electronics Chamber of Commerce with support from various governmental bodies [1] - The theme of the expo is "Bay Area Intelligent Manufacturing, Global Sharing," focusing on creating a premier platform for consumer electronics [1] - The event will last for three days, with the first two days open to professional audiences and the third day open to the general public [1] Group 2: Exhibition Details - The expo will feature a dual-city exhibition model with six themed pavilions [2] - The Macau venue will include three themed pavilions: Intelligent Communication and IoT, Intelligent Audio-Visual and Metaverse, and Venture Capital New Concepts, covering an area of 40,000 square meters with around 500 participating companies [2] - The Zhuhai venue will host three themed pavilions: Intelligent Equipment and Industrial Internet, Intelligent Transportation and Future Mobility, and Smart Home and Health Technology, covering an area of 30,000 square meters with approximately 500 participating companies [2] Group 3: Activities and Forums - The expo will adopt a "forum + exhibition" model, featuring a total of "1+6+N" activities [2] - The opening ceremony and summit forum will take place in Macau, while new product launches will be held in both Zhuhai and Macau [2] - More than 50 supply and procurement matching activities will be organized during the event [2]

张国清在山西调研时强调 扎实推进制造业高质量发展 持续筑牢安全生产基层基础 金十数据6月24日讯，中共中央政治局委员、国务院副总理张国清22日至24日在山西调研制造业高质量 发展和安全生产等工作。他强调，加快构建以先进制造业为骨干的现代化产业体系。要引导制造业向高 端化转型，用好技术改造升级和大规模设备更新政策，发挥标准引领作用，加快先进设备应用、工艺流 程优化和高端产品供给。要深入实施制造业数字化转型行动和智能制造工程，加强行业垂直大模型研发 应用，以数智技术改造提升传统产业。要推动制造业绿色化发展，培育壮大绿色低碳产业，加强煤炭清 洁高效利用，持续推进煤制油气、精细化工和新材料等产业高质量发展，构建绿色制造和服务体系。 （新华社） ...

六部门关于开展2025年度智能工厂梯度培育行动的通知 工业和信息化部办公厅 国家发展改革委办公厅 财政部办公厅 国务院国资委办公厅 市场监管总局办公厅 国家数据局综合司关于开展2025年度智能工厂梯度培育行动的通知 二、卓越级智能工厂培育工作 工信厅联通装函〔2025〕251号 基础级智能工厂聚焦数字化改造、网络化连接开展建设，推动数字化普及；先进级智能工厂在自评 为基础级智能工厂前提下，聚焦数字化转型、网络化协同开展建设，打造区域行业领先的发展标杆。基 础级和先进级智能工厂均须满足《要素条件》要求。 （一）省级工业和信息化主管部门、有关中央企业应组织本地区、本集团规上企业开展基础级智能 工厂自评自建。 （二）省级工业和信息化主管部门联合相关部门做好本地区先进级智能工厂培育认定，有关中央企 业做好本集团先进级智能工厂培育认定，并将先进级智能工厂名单报送工业和信息化部（装备工业一 司），有关中央企业同步报送国务院国资委（科技创新局）。 各省、自治区、直辖市及计划单列市、新疆生产建设兵团工业和信息化、发展改革、财政、国资、市场 监管、数据主管部门，有关中央企业： 为加快推动制造业数字化转型智能化升级，打造智能制造 ...

证券代码：002541 证券简称：鸿路钢构 安徽鸿路钢结构（集团）股份有限公司 2025 年 6 月 20 日、23 日投资者关系活动记录表 编号：T2025-005 | |  特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系活 动类别 | □新闻发布会 □路演活动 | | | 现场参观  电话调研 | | | □其他 | | 调研时间/参 | 2025年6月20日下午14：00—17：30 | | | 方正证券 黄雪茹；国厚金融资产管理公司吕阳；申万宏源证券唐猛；中庚基 | | | 金周汝昂。 | | 与单位名称及 | 2025年6月23日下午14：00—16：30 | | 人员姓名 | 中庚基金周汝昂；华宝基金 丁靖婓、汤慧、居桢；长江证券 张弛、袁志芃； | | | 富国基金 刘莉莉、罗松；泰康资产奚佳、李金桃。 | | 地点 | 公司会议室 | | 上市公司接待 | 董事会秘书吕庆荣、证券事务代表杜建俊 | | 人员姓名 | | | | 1、简要介绍公司近期的生产经营情况； | | | 2、参观了公司的视频监控中心，从监控中心看到集 ...

科技日报记者 马爱平 近日，在第十一届中国（上海）国际技术进出口交易会上，上海电气集团股份有限公司（以下简称上海 电气）展示的一台清理蒸汽发生器管孔的人形机器人，向人们展示了未来科技的无限可能。蒸汽发生器 有上万个管孔，窄空间、大范围的痛点使得传统人工清洁作业工作量大、操作时间长，且长期接触毒性 洗剂不利于人体健康。依托机器视觉算法与柔顺力控算法的机器人，未来有望逐步替代这类高强度、高 风险、重复性生产作业。 经过持续技术攻关与联合实验，去年底，双方成功部署针对核电产业日常生产的首款人形机器人，该机 器人在构型设计和力控技术上展现出独特优势，不仅具备强大的数据采集和训练功能，还能高效承担巡 检、上下料等工业任务，显著降低操作人员的劳动强度与安全风险。 近年来，上海电气聚焦能源装备、工业装备、工业基础件等领域，实现技术突破，将数字技术与制造场 景、工程场景深度结合，持续为传统产业升级注入新动能。 "作为国内高端装备制造企业，上海电气积极响应国家'人工智能+'行动号召，致力于将人工智能技术与 制造业深度融合。"上海电气相关负责人表示。 据介绍，围绕"人工智能+"行动，上海电气在企业端推进"智改数转"工程，建立完善 ...

Industry Overview - The dry ice cleaning machine industry is experiencing a significant transformation driven by the rise of Industry 4.0 and smart manufacturing, moving away from labor-intensive traditional cleaning methods towards more efficient and cost-effective solutions [1][15] - The dry ice cleaning machine utilizes solid carbon dioxide (dry ice) that sublimates rapidly at room temperature, propelled by high-pressure air or nitrogen to clean surfaces effectively [1][15] - The market size for dry ice cleaning machines in China is projected to reach approximately 725 million yuan by 2024, indicating substantial growth potential [1][15] Working Principle - The core principle of dry ice cleaning machines involves the high-speed jetting of dry ice particles onto surfaces, where they rapidly sublimate upon contact with dirt, effectively removing contaminants without damaging the underlying material [5][11] Industry Development History - The development of dry ice technology dates back to the 1930s, with significant advancements occurring in the 1980s that transitioned the technology from military applications to civilian and industrial uses [6][7] - By 2010, domestic manufacturers began to achieve localization of dry ice cleaning machines, significantly reducing costs and expanding applications across various industries, including electronics and food processing [7] Industry Chain - The dry ice cleaning machine industry chain consists of upstream raw materials (solid and liquid carbon dioxide, compressors, cooling units, etc.), midstream production, and downstream applications across various sectors such as petrochemicals, food, electronics, and aerospace [9] Market Demand - The industrial cleaning market in China is expected to reach 118.7 billion yuan by 2024, with a year-on-year growth of 6.3%, highlighting the increasing demand for efficient cleaning solutions [12] Competitive Landscape - The dry ice cleaning machine industry in China features a diverse competitive landscape, with both international brands like Cold Jet and local companies rapidly innovating and capturing market share through technology and localized services [17][19] Future Trends - The industry is moving towards increased information technology integration, enabling real-time data collection and cloud management to optimize cleaning processes and reduce operational costs [24] - Smart technologies are reshaping the functionality of dry ice cleaning machines, with AI algorithms and machine learning enhancing cleaning efficiency and reducing waste [25][26] - Automation is driving the development of unmanned cleaning solutions, integrating robotic systems for high-risk cleaning tasks and streamlining manufacturing processes [26]

Production and Sales Overview - From January to April, the national crude steel production reached 345 million tons, a year-on-year increase of 0.4%, with an average daily production of 2.88 million tons [1] - The production of steel products was 480 million tons, up 6.0% year-on-year, with an average daily production of 4.00 million tons [1] - Key enterprises produced 258 million tons of steel products, a year-on-year increase of 4.8%, and sold 256 million tons, an increase of 4.9% [1][5] - The steel production and sales rate for key enterprises was 99.0%, up 0.6 percentage points from January to March [1] Monthly Performance - In April, crude steel production was 86.02 million tons, unchanged year-on-year, while steel production was 125.09 million tons, a 6.6% increase [1] - Key enterprises produced 63.70 million tons of steel products in April, a 2.4% increase year-on-year, but sales decreased by 1.5% [1][2] Product Category Analysis - From January to April, the production of long products increased by 8.7%, while the production of flat products rose by 2.1% [3][4] - Among 22 categories of steel products, 11 categories saw an increase in production, including rebar and wire rod, which had significant growth [4][6] - The sales volume of long products also increased, with rebar and wire rod showing substantial year-on-year growth [6][7] Export and Domestic Sales - Key enterprises exported 11.82 million tons of steel in the first four months, a year-on-year increase of 7.8% [8] - Domestic sales accounted for 95.4% of total sales, with a slight increase from the previous year [9] - The main regions for steel inflow were East China, North China, and Central South China, accounting for 85.9% of total domestic sales [11] Inventory Situation - As of the end of April, key enterprises had a steel inventory of 18.73 million tons, a decrease of 2.7% from the beginning of the year [13] - The inventory of rebar, wire rod, and bar products was the highest among all categories [13] - Social inventory of five major steel products decreased by 4.6% in late April compared to the previous month [15] Future Outlook and Recommendations - The domestic steel production is expected to remain high in the short term, with supply likely to continue at elevated levels [16] - Companies are advised to adjust their product mix to align with market demand, focusing on high-end products like galvanized sheets [16]