【文/观察者网 王一】"过去，我们在撰写内部报告时，总会列出各行业与中国还存在多少年的技术差 距。但现在，这样的报告已经很难再写出来了。"韩国产业通商资源部东北亚通商科科长金德九（音 译）12月16日在一场论坛上如此坦言。 韩国《韩民族日报》当天在报道中指出，这番话表明，随着中国制造业和高端产业的迅猛发展，市场格 局已与过去截然不同。 报道称，韩国政府资助的智库"韩国产业经济贸易研究院"（KIET）16日在首尔举办了一场名为"韩国产 业对华战略转型与合作新方向"的论坛，旨在探讨韩国"应对中国挑战"的策略，中国的产业竞争力已紧 追甚至超越了韩国。 据报道，包括金德九在内的与会人士普遍认为，无论是在钢铁、石化、造船等传统重工业领域，还是在 自动驾驶电动车、电池、人工智能（AI）、机器人、可再生能源等未来产业领域，中国都在全面超越 韩国，韩国的产业战略亟须调整。 在当天的主题发言中，韩国金融研究院高级研究员池万洙指出，中国政府"致力于发展制造业"，并直 言"韩国的'快速跟踪'经济发展模式正面临危机"。 他分析称，中国吸取了美国的经验教训，后者曾将制造业工厂大规模外迁，导致就业减少并引发政治和 社会不稳定，如今中国正 ...

自"中国制造2025"战略启动以来，已过去十年。这项战略文件可谓蓝图宏伟，旨在推动中国在未来产业 中取得领先地位。其核心目标在于推动国家制造业的全面升级，减少关键领域对进口的依赖，并增强中 国企业在全球市场的竞争力。 我认为，这项战略最关键的一点在于其架构设计及参与主体。"中国制造2025"体现了中国基于未来发展 方向的清晰判断而搭建的战略框架，通过制定目标，让企业在这一框架下落地执行具体的战略。这一点 至关重要。 意前官员：美国无法撼动中国发展进程，能源领域将迎新格局丨世界观 近日，由中国人民大学主办，中国人民大学重阳金融研究院、全球领导力学院承办的"明德战略对话 (2025)"系列活动举行。米兰机场管理集团董事、IREN能源环保集团董事、原意大利总理府幕僚长丹尼 尔·乔瓦尼出席会议并发言指出，中国实现了当初制定"中国制造2025"时所希望达成的目标，可以看 出，中国已形成了一种发展模式，既不会因短期经济增速放缓而动摇，也难以被美国的制裁或关税战所 撼动。现将其发言实录整理发布如下： "中国制造2025"推动中国制造业全面升级 0:00 视频：意大利前官员：中国已成为一个具有韧性的科技强国丨世界观 来源：中 ...

Core Viewpoint - The article discusses the implications of the recent economic work conference in China, highlighting the focus on domestic demand and structural reforms to stimulate economic growth, with an optimistic outlook for the economy in the coming years [3][5]. Economic Growth Predictions - The World Bank has adjusted its forecast for China's economic growth, predicting a rate of 4.9% in 2025 and 4.4% in 2026, both up by 0.4 percentage points from previous estimates [3]. - The emphasis on domestic demand as a driver of growth aligns with the signals from the economic work conference, which prioritizes building a strong domestic market [5]. Trade Performance - China achieved a record trade surplus of $1 trillion in the first 11 months of the year, despite a significant drop in exports to the U.S. by 18.3% [6][8]. - Exports to Europe, Southeast Asia, and Africa increased by 8.9%, 14.6%, and 27.2% respectively, indicating a successful shift in export structure [8]. - The systematic upgrade of China's manufacturing capabilities has been a key driver of this export growth, contributing nearly 45% to the increase in exports over the past five years [10]. Fiscal and Monetary Policy - The economic work conference emphasized a "loose monetary policy," focusing on lowering interest rates and easing credit conditions to stimulate economic recovery [12]. - A more proactive fiscal policy is expected, with a projected fiscal deficit rate of around 4% for 2026, maintaining the same level as in 2025 [15]. - The conference highlighted the importance of fiscal policy in supporting economic recovery, particularly in addressing local government financial challenges and funding infrastructure projects [15][17]. Economic Indicators and Consumer Impact - The Consumer Price Index (CPI) rose by 0.7% year-on-year in November, indicating a potential economic recovery and signaling a possible turning point for the economy [21]. - The anticipated easing of mortgage rates due to loose monetary policy may alleviate repayment pressures for homebuyers, while consumer spending could benefit from reduced restrictions and potential subsidies [21][23]. - Support for new infrastructure, renewable energy, and high-end manufacturing is expected to create numerous skilled job opportunities, enhancing stability for small and medium enterprises [23].

近日，由中国人民大学主办，中国人民大学重阳金融研究院、全球领导力学院承办的"明德战略对话(2025)"系列活动举行。米兰 机场管理集团董事、IREN能源环保集团董事、原意大利总理府幕僚长丹尼尔·乔瓦尼出席会议并发言指出，"中国制造2025"已基 本实现了其初期设定的多项战略目标，中国已成为一个具有韧性的科技强国。意大利前官员：中国已成为一个具有韧性的科技 强国。(视频素材来源：中国人民大学重阳金融研究院) ...

2018年，白宫那份301调查报告，恨不得把"中国制造2025"刻在关税清单的抬头。特朗普举着大棒，发 誓要把这十个领域打回石器时代。 越打越强的"反向指标" 回想当年，特朗普政府赶在清明节前发布建议清单，1333项商品，刀刀砍向信息技术、航空航天、机器 人。 那会儿白宫贸易顾问纳瓦罗说得直白："就是针对'中国制造2025'。"美国人算盘打得精，以为加了25% 的关税，就能锁死中国产业升级的咽喉，把中国永远钉在做衬衫、装玩具的低端流水线上。 结果呢？看看现在的成绩单，简直是给五角大楼的一记耳光。 2024年4月，《南华早报》不想给面子也得给，直接甩出一组数据："中国制造2025"涵盖的10个关键领 域、超200个目标中，中国已经实现了超过86%。当年被美国重点关照的领域，现在全成了中国的"王 牌"。 信息技术领域，美国拉着盟友围追堵截，芯片禁令一道接一道。结局是华为没死，5G基站插满了神州 大地。 六年过去，华盛顿突然"失忆"了。没人再提那份清单，也没人再喊那个年份。不是他们忘了，是他们不 敢看了。 因为那张曾经被嘲笑的蓝图，如今已经变成了让他们睡不着觉的战报。沉默，是最大的承认；改口，是 无奈的悲鸣。 国产 ...

"中国从一个低附加值产品的生产大国，转变为顶尖生产国。"近期，在由中国人民大学主办，中国人民 大学重阳金融研究院、全球领导力学院承办的"明德战略对话(2025)"系列活动上，意大利前总理、欧盟 委员会前主席罗马诺·普罗迪分享了他的深刻洞察。 实现全球化的现代化，中欧合作至关重要、不可或缺 我来谈谈现代化，以及全球化的新动力。先从新动力说起。但与其说是"全球化的新动力"，不如说是一 些影响全球化发展的反作用因素。回顾过去能看到，正是因为全球化，世界才实现了如此深远的发展， 中国自身也得到了发展。这一点，相信你们比我更深有体会。多年来，中国经济保持了约7%的年增 长。而如果没有市场扩张和规模经济，这是不可能实现的。经济规模和经济环境都发生了翻天覆地的变 化。 但现在，这些都结束了，不仅因关税壁垒，更因政治现实的割裂而终结。看看当下的局势，我们每天都 面临着重重阻碍，合作机制正在不断弱化。因此，在这一新阶段，如何实现全球化的现代化，使之与新 环境、新形势相适应，这正是大家面临的挑战。 首先，我认为应该尽可能做大市场，否则无法实现全球化。中国本身具备全球化潜力，但我们仍需拓展 更多元的全球市场。我坚信，欧中之间的合作 ...

Group 1 - China's transformation from a low-value product manufacturing country to a top-tier production nation is highlighted as a significant achievement [1][4] - The importance of expanding global markets for achieving modernization and globalization is emphasized, with a focus on the necessity of cooperation between China and Europe [2][3] - The shift in global trade dynamics is noted, where 150 countries now trade more with China than with the United States, indicating a reversal in trade relationships [3] Group 2 - The unique characteristics of China's modernization model are discussed, particularly its rapid development and the "Made in China 2025" initiative aimed at becoming a leader in industrial production [4] - China's early advancements in emerging fields such as solar energy, wind energy, and electric vehicles are recognized as critical for achieving economies of scale [5] - The development of infrastructure and human resources is identified as a key factor in China's success, with a collaborative effort from millions contributing to its industrial leadership [6]

Core Viewpoint - The article discusses the growth and trends in the slide rail lubricant market, driven by manufacturing upgrades and the localization of equipment in China, with a projected global market size of $230 million by 2031 and a CAGR of 4.1% from 2025 to 2031 [2]. Market Analysis - The demand for slide rail lubricants in China is significantly influenced by the "Made in China 2025" initiative and the acceleration of high-end equipment localization, leading to increased usage in CNC machine tools and smart manufacturing lines [2]. - The automotive, rail transportation, wind power, aerospace, and 3C electronics industries are increasingly reliant on high-precision processing, which enhances the performance requirements for lubricants [2]. - The substantial number of existing machine tools creates a stable demand for replacement and maintenance, supporting market growth [2]. Supply Chain Situation - The upstream supply chain includes base oils (mineral oils, PAO synthetic oils, ester synthetic oils), functional additives (anti-wear agents, extreme pressure agents, adhesion agents, corrosion inhibitors), and blending equipment, with base oils accounting for approximately 45%-50% of the total cost [5]. - Midstream companies focus on formulation design, blending production, and testing, while downstream customers include machine manufacturers, industrial maintenance companies, automotive parts manufacturers, and aerospace and electronics manufacturers [5]. Technical Trends - Development is focused on low friction and anti-"stick-slip" performance to meet the precision requirements of domestic high-speed CNC machine tools [6]. - There is a push for high adhesion and long-life products to reduce oil change frequency and maintenance costs [6]. - New formulations compatible with water-based cutting fluids and hydraulic systems are gaining popularity [6]. - Stricter environmental regulations are driving the development of low-volatility and biodegradable lubricants [6]. - Leading companies are beginning to implement online lubrication monitoring and oil condition sensors for predictive maintenance and remote operations [6]. Industry Policies - The "Made in China 2025" policy identifies high-end CNC machine tools and basic manufacturing equipment as key development areas, rapidly increasing the demand for slide rail lubricants [7]. - The Ministry of Industry and Information Technology and the Ministry of Ecology and Environment are strengthening VOC emissions and waste oil recovery management for lubricants, promoting the iteration of green and environmentally friendly lubricants [7]. - National standards (e.g., GB/T 7631.9) have been established to regulate lubricant performance and application classifications, raising market entry barriers [7]. - Data from the China Machine Tool Industry Association indicates a significant increase in the localization rate of high-end machine tools, enhancing the trend of domestic slide rail lubricants replacing imports [7]. - Large-scale infrastructure and manufacturing investments (e.g., in new energy vehicles, wind power, and rail transit) provide a broad application space for slide rail lubricants [7]. Market Drivers - The growth in the machine tool industry is driven by the increasing demand for CNC machine tools, grinding machines, and boring machines, which rely heavily on slide rail lubricants for low friction, low wear, and high precision operation [8]. - The rising precision processing and surface quality requirements in industries such as electronics, aerospace, and medical devices are pushing the use of lubricants with high adhesion and anti-stick-slip properties [8]. - Policies supporting industrial modernization and smart manufacturing in major manufacturing countries like China, India, and Southeast Asia are driving the replacement and new market for lubricants [8]. Market Development Opportunities - The expansion of manufacturing in the Asia-Pacific region, particularly in China, India, and Vietnam, is expected to drive demand for slide rail lubricants, with the region projected to maintain the fastest compound growth rate [12]. - The demand for high-performance and environmentally friendly lubricants is expected to grow, with the development and application of low-volatility, long-life, and zinc-free eco-friendly formulations becoming new profit growth points [13]. - The trend towards full lifecycle service for equipment is leading more machine tool companies to collaborate with lubricant suppliers to provide integrated maintenance solutions, including oil monitoring, predictive maintenance, and lubrication management services [13]. - The integration of IoT sensors and oil monitoring systems allows for real-time detection of lubricant conditions, enhancing the efficiency and added value of lubricant usage [14].

七年前，美国要求我们主动放弃发展，不准中国推进中国制造2025，不准进行产业升级，也不准在高科 技领域对美国的主导地位形成威胁。他们说，我们过去用八亿件衬衫换一架波音飞机，今后也只能继续 给别人打工；既不允许我们翻身当家做主，更不愿看到十四亿中国人过上像美国那样的好日子。然而七 年过去，美国参众两院议员在看到最新报告时，却只能发出难以置信的惊呼：中国已经成长为全球高端 制造强国，美国的科技霸主位置出现动摇，人类科技皇冠迎来了新的主人。 | Type of Goal | Target | Met? | Details | | --- | --- | --- | --- | | Global Market | Sell 3,000,000 Indigenous | VAR 22 | Sold 3.5 million in 2021-29) | | Share | NFVel --- | | | | Localization of | 80 Percent Domestic Market | Voc 8888888 | Roughly 91 percent domestic | | Production | Sha ...

相关企业：无锡先导智能装备股份有限公司、深圳市捷佳伟创新能源装备股份有限公司、营口金辰机械 股份有限公司、深圳市杰普特光电股份有限公司 关键词：智能光子制造设备行业产业链、智能光子制造设备相关政策、智能光子制造设备市场规模、智 能光子制造设备应用结构、智能光子制造设备市场竞争格局、智能光子制造设备行业发展趋势 一、智能光子制造设备行业定义及特点 内容概要：智能光子制造设备乃指集成了光学技术、电子技术及智能软件，具备微米级或更高精度、智 能传感与控制以及自动化流程的先进系统，旨在满足光子器件制造的精度及复杂性要求。智能光子制造 是"中国制造2025"和全球工业4.0革命中的关键使能技术。从根本上推动高端制造业向智能化、高端化 迈进，是未来产业竞争的制高点之一。"光+AI"的深度融合正在推动对高性能计算及高速数据传输的需 求，推动着智能光子制造设备行业的持续发展。光通信与数据中心是当前最大应用市场。2024年全球智 能光子制造设备市场规模增长至85亿元，其中，数通领域智能光子制造设备占55.24%，电信领域占 34.08%，其他领域占10.68%；预计2025年全球智能光子制造设备市场规模有望达到105亿元，其中 ...