但这并不等于AI已经可以在自动化产线上所向披靡。"工业场景要求高精度、高速度、高稳定性，AI还 存在机器幻觉等不可靠因素，这对工业应用来讲是灾难性的，涉及到安全隐患。"ABB集团高级副总 裁、机器人业务中国区总裁韩晨对智通财经表示。 10天之前，ABB宣布战略投资由机器学习先驱吴恩达创立的硅谷公司LandingAI，后者的视觉AI技术将 被集成到ABB机器人的软件套件中，可以使其AI视觉系统训练速度提升高达80%。除此之外，ABB正在 与英伟达等公司合作，将AI进一步融合到工业生产中。 9月27日，为期5天的第二十五届中国国际工业博览会（下称工博会）圆满闭幕。智通财经注意到，作为 有史以来人工智能（AI）浓度最高的一届工博会，AI技术正以前所未有的潜能，渗透制造业全价值 链。 数十年来，AI经历过多次发展浪潮，催生了大量单点突破的解决方案。每当热潮来临，人们总是乐观 地认为AI能解决一切问题，但随之而来的，往往是令人幻灭的低谷期。尽管如此，每一轮浪潮都将AI 推向新的高度，推动其不断走向技术成熟。据智通财经观察，当前人们对于工业AI的热情与期待，与 工业4.0浪潮刚到来时的氛围极为相似：既有对效率与生产力跃迁 ...

◎记者 宋薇萍 当前，以AI为代表的数字化技术正深度融入产业智能化升级，成为推动工业变革的核心动能。 从亚微米级测量精度的"工业尺规"，到全自动化的智能机床；从灵活抓取的仿人灵巧手，到高效切割的 激光设备……步入第25届中国国际工业博览会（简称"工博会"）展馆，全球工业智慧在此交汇，硬核装 备与智能技术在此深度耦合，共同勾勒出新型工业化的新图景。 以"工业新质，智造无界"为主题，近日在上海开幕的第25届工博会紧紧围绕"高端化、智能化、绿色 化"主线，为制造业描绘出一条向极致跃迁的清晰路线。受访专家普遍认为，AI+制造，浪潮已来，势 不可挡。 第二代高温超导带材、小型模块化场反位形FRC-SMR、量子加密OTN行业专网……本次工博会上，超 导、可控核聚变、原子级制造、脑机接口、量子科技等前沿领域的突破性探索成果集聚，未来工业的发 展图景以极大、极小、极轻、极精、极智等极致维度获得了全景展示。 作为产业风口，机器人展区热闹非凡，上海机器人"四小龙"——新时达、柴孚、新松、节卡，与国际机 器人"四大家族"—— ABB、发那科、安川、库卡，同台秀"肌肉"。其中，节卡机器人面向全球首发 JAKA EVO工业具身智能平台 ...

Group 1 - The 19th International Economic Advisory Council meeting in Chongqing focused on "building an AI application hub to empower high-quality industrial development" with representatives from 21 global Fortune 500 companies [1] - A total of 71 forward-looking suggestions were made, primarily in three areas: constructing a systematic AI application mechanism, enhancing talent recruitment and training, and deepening open cooperation [1] - Companies like Signify and Hitachi Energy expressed intentions to deepen investment cooperation, with Hitachi's CEO emphasizing the need for stable power supply to unlock AI's potential [1] Group 2 - Carlsberg has invested over 20 billion yuan in China, with more than 10 billion yuan in Chongqing, and is leveraging its global "AI+" experience in its local operations [2] - Carlsberg's executive vice president proposed the establishment of an "AI+ agriculture and food" innovation platform, advocating for government-led initiatives to enhance international standards and support AI applications across various business processes [2] - The proposal includes creating a tiered talent cultivation system leveraging local educational resources to support the "AI+ agriculture and food" sector [2] Group 3 - Siemens has been involved in Chongqing's industrialization since 1925 and is a long-standing advisor in the International Economic Advisory Council [3] - Siemens' executive vice president highlighted the transition of industrial AI from "technology heat" to "application depth," aligning with Chongqing's robust manufacturing base and the new "industrial brain + future factory" model [3] - The focus is on promoting applications, nurturing talent, and building ecosystems to fully realize the potential of "manufacturing + AI" in Chongqing [3]

作为展会的"明星展品"，TruBend Center 7000全自动翻板折弯中心首次在中国展会亮相。 此外，针对高精度加工场景，TruBend 5000系列折弯机配备动态挠度补偿系统，可精准把控全长折弯精度，完美适配航空航天、医疗器械等领域对精密 钣金的高要求；TruLaser Weld 5000 BE（Basic Edition）自动化激光焊接系统，则通过集成焊缝跟踪与实时监控功能，自动调整激光参数，减少焊接缺陷 率，为高品质焊接提供精准高效的完美解决方案。 9月23日至27日，2025中国国际工业博览会（下称"工博会"）在上海国家会展中心举办。 今年工博会，传统制造业的领军企业与新生代"AI原生"企业同场亮相、同台竞技。 技术＋方案驱动，助力生产破局 记者现场看到，参展企业不约而同地展示出具备"自我思考"能力的系统解决方案，工业AI正从概念验证走向价值创造。 工博会现场，作为全球高效智能制造领域的领军企业，通快以504平方米的参展规模进驻国家会展中心3H-E088展台，围绕"YOU WIN"——客户共赢的 核心主题，全方位展示高效智能的钣金加工工艺，并带来四台代表行业顶尖水准的王牌机床亮相，每一款产品都精 ...

证券研究报告 | 2025年09月25日 奥普特（688686.SH） 优于大市 上半年净利润增长 28.80%，全面覆盖人形机器人视觉部件 2025 年上半年营业收入同比增长 30.68%，归母净利润同比增长 28.80%。公 司发布 2025 年中报，2025 年上半年实现营收 6.83 亿元，同比增长 30.68%； 归母净利润 1.46 亿元，同比增长 28.80%。单季度看，2025 年第二季度公司 实现营收 3.63 亿元，同比增长 32.15%；归母净利润 0.73 亿元，同比增长 29.45%。业绩增长主要受益于 3C 行业工业 AI 技术落地及锂电行业复苏，未 来随着半导体和汽车行业需求释放，收入有望保持较快增长。盈利能力方面， 2025 年 上 半 年 公 司 毛 利 率 / 净 利 率 为 65.47%/21.75% ， 同 比 变 动 -0.54/+0.05pct，利润率整体同比持平。费用率方面，2025 年上半年公司销 售/管理/研发/财务费用率分别为 19.61%/3.39%/18.93%/-0.95%，同比变动 -0.63/+0.24/-2.12/+0.52pct。 产品矩阵完善 ...

海得工业交换机采用工业级设计，符合工业现场的苛刻环境要求，如环境温 度、电池干扰、现场振动以及通讯协议和实时通信要求，该产品具备强大的兼容 性和稳定性，可确保在机器人设备满足各类工业生产关键实时系统的严苛要求， 助力企业实现智能制造转型；海得第二代PLC（EControl Studio）用Linux + RT 实时操作系统，兼具Linux开源性与实时性优势，可显著提升控制精度与响应速 度，在电子半导体、水处理泵站、交通隧道、管廊、制药等相关行业具有广阔的 发展前景；工业AI控制器的AI功能开发将深度整合神经网络运行时与机器学习 框架，重点突破传统工业控制器在复杂工况下的策略控制和预测性维护的技术课 题。 证券简称：海得控制 证券代码：002184 2025 年 9 月 24 日投资者关系活动记录表 编号：2025-007 | | ■特定对象调研 □分析师会议 | | | | --- | --- | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | | 类别 | □新闻发布会 □路演活动 | | | | | □现场参观 □其他 | | | | 参与单位名称 及人员姓名 | 平 ...

Core Insights - The challenges of achieving "AI + industrialization" include data acquisition and governance, as highlighted by Siemens at the 25th China International Industry Fair [1][4] - Siemens has signed agreements with nearly 40 companies to expand its local ecosystem and has showcased its first pilot application of the Industrial Copilot based on generative AI in China [1][3] Group 1: Industry Trends - Over 80% of enterprises recognize the value of industrial AI in enhancing production efficiency and reducing operational costs, yet 43% have not deployed industrial AI, and only 8% have achieved multi-scenario applications [3] - Key barriers to deploying AI industrial systems include high deployment costs, a lack of skilled professionals, and insufficient technological maturity [3] Group 2: Company Developments - Siemens has developed a new generation of smart assembly equipment for electric vehicles in collaboration with Zhongke Motong, marking the first pilot application of its generative industrial AI assistant in the Chinese market [4] - The new industrial PC product launched by Siemens is tailored for the Chinese market and compatible with the local operating system Kirin, demonstrating a proactive response to local demands [5] Group 3: Financial Performance - Siemens reported a 28% year-on-year increase in new orders, reaching €24.7 billion, and a 5% revenue growth to €19.4 billion for the third quarter of fiscal year 2025, although the software business within the digital industrial group faced challenges compared to the previous year [6]

每经AI快讯，三联虹普（SZ 300384，收盘价：16.85元）9月22日晚间发布公告称，公司第五届第十三 次董事会会议于2025年9月22日在公司会议室以现场结合通讯形式召开。会议审议了《关于向银行申请 授信额度的议案》等文件。 2024年1至12月份，三联虹普的营业收入构成为：新材料及合成材料工艺解决方案占比66.27%，再生材 料及可降解材料工艺解决方案占比25.96%，工业AI集成应用解决方案占比6.26%，其他业务占比 1.51%。 （记者 王晓波） 截至发稿，三联虹普市值为54亿元。 每经头条（nbdtoutiao）——始祖鸟深陷"炸山"风波，母公司大中华区新总裁上任才两个多月，被赞"专 业能力深厚"！安踏体育最新回应→ ...

Core Viewpoint - The upcoming "2025 China Industrial AI Conference (IAIC 2025)" aims to drive industrial upgrading and high-quality economic development through artificial intelligence, aligning with national policies and industry needs [1][2][3] Group 1: Conference Highlights - The conference will focus on strategic goals to empower manufacturing upgrades, addressing production efficiency bottlenecks and enhancing industry chain collaboration [2] - It will facilitate the integration of industry, academia, research, and application, promoting the rapid implementation of AI technologies in real production scenarios [2] - The agenda will balance macro and micro perspectives, featuring both overarching policy discussions and specialized forums for various industries such as automotive, electronics, and renewable energy [2] - Key state-owned enterprises will be invited to share innovative applications and practices in industrial AI, reinforcing their role in leading industry advancements [2] Group 2: Location and Significance - Hangzhou was chosen for its unique advantages in the digital economy, being a hub for AI, industrial internet, and smart manufacturing with a strong ecosystem of competitive enterprises [3] - The conference is expected to inject new momentum into the development of China's industrial AI sector, facilitating a leap in smart industrialization and contributing to the goal of becoming a manufacturing powerhouse [3]

Group 1 - TCL Technology won the fifth China Quality Award for its quality management model of "extreme, leading, and collaborative" [2] - The China Quality Award was established in 2012 and has conducted five rounds of evaluation and recognition [2] - The founder and chairman of TCL, Li Dongsheng, emphasized that the model aims to achieve efficiency, product quality, and ecological leadership through multi-level collaboration across the entire industry chain [2] Group 2 - The integration of AI with manufacturing is increasingly important, enhancing production efficiency and product quality assurance [2] - TCL Huaxing applied AI intelligent detection systems in panel production, improving production efficiency by 70% and enhancing the process capability index (Cpk) by 11% [2] - TCL Zhonghuan utilized the Deep Blue AI model to integrate technology platforms with smart production lines, reducing manufacturing costs by 21% by the end of 2024 and improving the human-machine ratio by 12% [2] Group 3 - TCL Technology combines digital intelligence technology with manufacturing transformation to achieve flexible manufacturing with fewer personnel and higher intelligence [3] - In the semiconductor display industry, TCL's smart manufacturing maturity reached the highest level in the country, with the capacity of the Shenzhen T1 production line increased by 60% compared to the original design [3] - In the new energy photovoltaic industry, TCL's single furnace monthly output is 30% higher than the industry average, with a single operator remotely managing 384 furnace stations, exceeding the industry average [3] Group 4 - TCL Technology is actively collaborating with industry partners in the field of industrial AI, including a full-stack AI strategic partnership with Alibaba Cloud to create an intelligent hub for the semiconductor display industry [3] - The company plans to invest in building an AI computing power center, industrial large models, and AI service platforms, deeply integrating AI with production manufacturing and product technology research and development [3]