证券日报网讯1月19日，东华测试（300354）在互动平台回答投资者提问时表示，公司依托三十余年的 行业积累与持续技术创新，推出了基于故障预测与健康管理的数字孪生系统平台。通过实时采集传感器 数据，并结合PLC、DCS、SCADA等系统的运行参数，汇聚反映设备健康状态的全维度特征要素；运 用边缘计算，并结合AI模型，构建高保真、全参数的智能化数字孪生系统，可实现设备运行状态的远 程实时可视与智能分析，支持预测性健康管理及智能化运维，从而有效延长设备寿命、减少非计划停 机，实现"防患于未然"，助力企业安全生产与数字化智能化转型升级。 ...

当沙漠之国遇上硅谷巨头，这场看似偶然的对话正悄然改写全球科技力量的分布格局。在美沙投资论坛的镁光灯下，马斯克与黄仁勋的对话远非表面的 寒暄，而是一场关于未来世界算力分布的战略宣言。沙特，这个昔日的石油王国，正在以惊人速度转型为全球AI算力的"新中东"。 黄仁勋的补充尤为精辟："现代超级计算机近97.5%的重量来自冷却系统。"这一数据令人震惊，也点明了地球环境对算力发展的物理限制。正是这一瓶 颈，促使两位科技领袖将目光投向太空。 太空AI：下一个万亿级市场 "五年内，太阳能驱动的AI卫星将成为最具成本效益的计算方式。"马斯克这一预言并非空穴来风。太空中的真空环境解决了两大难题：无限制的太阳能 供应和近乎完美的自然冷却条件。黄仁勋指出："在太空中，芯片散热不再是问题，计算效率将呈指数级提升。" 更令人瞩目的是其规模预判：未来50%的AI计算可能将在地球轨道完成。这意味着，今天投资算力基础设施的决策，必须考虑太空维度。沙特显然已意 识到这一点，其与xAI、英伟达的合作正包含太空计算的前瞻性布局。 数字孪生与量子飞跃：沙特的双重押注 沙特的算力雄心：从石油到比特的新征程 Humane——这家新晋的国家级AI基建公司正 ...

一边是IPO审核由"中止"转为"已问询"，披露2025年上半年营收46.79亿元的强劲业绩；另一边却将自研 工业软件宣布"永久免费"。这家从华强北走出的硬科技独角兽，正在以一套看似矛盾的组合拳，悄然重 构硬件创新的底层逻辑。 2026年开年之际，冲刺上市的深圳硬科技独角兽——嘉立创，向市场同步释放了两枚"深水炸弹"——其 在深交所的IPO审核状态由"中止"恢复为"已问询"，更新后的招股书显示上半年营收46.79亿元、净利润 约5.9亿元，业绩增长曲线依然陡峭。 然而，比财务数字更引人深思的，是此前不到两周该公司做出的那个撼动行业的决定：其自主研发的 ECAD（电气设计软件）正式上线，并宣布标准版"永久免费"。这一举措在硬件设计与制造领域投下巨 石，激起的涟漪正蔓延至整个产业生态。 为解答这些疑问，《华夏时报》记者走进位于深圳福田的嘉立创总部。来到其办公区，映入眼帘的是坐 满了人的工位和一块组合了超200份不同订单的PCB板——这两幅画面恰如隐喻：前者代表着公司超过 1000人的研发团队与创新活力，后者则浓缩了其将离散订单聚合生产的商业智慧。 "嘉立创有很深的工程师文化和底蕴，很多员工都是工程师出身，致力于解决 ...

记录相关数据。 精细检查每一个零部件。 本报记者 祁万强 程宦宁 中央控制室里，巨大的屏幕几乎占据整面墙壁。不同的数据不停"流动"：流量、电压、机组出力、水库水位……工作人员端坐在电脑前，有条不紊地监测各 项数据。屏幕上数字跳跃间，水电站的每一次"呼吸"都被精准捕捉。 1月17日，记者走进黄河上游水电开发有限责任公司羊曲发电分公司（以下简称羊曲水电站），看到一幅争分夺秒、紧张有序的生产景象。工作人员以"起步 即冲刺、开局即决战"的精气神投入到各岗位的工作中。 位于海南藏族自治州黄河上游峡谷深处，滔滔黄河水携带着磅礴势能奔涌而下。共和县与贵南县交界处的羊曲河段，一座现代化水电站如巨人般矗立——这 里不仅是黄河上游重要的清洁能源基地，更跳动着一颗引领行业变革的"数字心脏"。 "去年，羊曲水电站累计发电42.1亿千瓦时。今年，是'十五五'的开局之年，我们以'开局即决战'的紧迫感和实干争先的奋斗姿态，力争发电量达到44亿千瓦 时。"在中央控制室内，生产部副主任王朝鹏语气沉稳，话语中带着自豪。 "走，我带你去看看羊曲水电站的核心区域。"王朝鹏话音未落，便迈开了脚步。 主厂房是水电站的核心动力区域。这里安装的水轮发电机组 ...

（文章来源：证券日报） 证券日报网讯 1月19日，北方导航在互动平台回答投资者提问时表示，公司持续健全导航特色核心技术 体系。紧跟兵器集团科技创新发展步伐，紧盯重大工程论证进程，紧抓相关领域迭代的关键技术攻关， 以"8+3"技术体系和产业生态，构建导航与控制、军事通信、智能集成连接三大产业生态项目库，论证 并实施装备研发、技术研究和能力建设项目库，加速推动技术体系完善和技术能力提升，持续推动优势 产业高端化、传统产业新型化、新兴产业规模化，打造导航集团紧密协同的良好产业生态。公司持续提 升数智化工艺、数智化制造、数智化运营能力。深入贯彻落实数智工程战略，围绕产业数字化和数字产 业化协同发展，树牢"需求牵引、认知升级、道路自信、实用为要"的建设理念，坚持不懈推进以数据驱 动的智能工厂建设走深走实。持续提升数智化工艺能力。加强大数据、AI算法、物联网、数字孪生等 技术的应用，以数字技术发展，进一步推进数智化的新工艺、技术标准、信息化应用等专业技术能力构 建和发展。持续提升数智化制造能力。围绕导航特色"8+3"技术体系和产业生态建设，着力构建与装备 研发库、技术研究库相匹配的能力建设项目库，不断完善虚实融合、数据驱 ...

政策推动能源数智化发展，聚焦技术突破与行业应用，构建"感知-规划-决策-执行"闭环体系，推进能源装备智能化、系统协同化、管理精准 化，助力2030年实现能源系统高效、低碳、安全转型。 关联内容能源数智化，已成全球能源转型"必然选择" 编者按：由21世纪经济报道能源策工作室联合施耐德电气共同推出的《政策.技术.场景协同共振下的产业转型路径——能源数智化发展白皮 书》，深入探讨近年来中国深度推进能源产业化转型的战略意义、政策措施、实施路径，并以施耐德电气在电力、化工、基建以及数据中心领 域的实践案例为分析样本，为我国能源数智化发展提供场景经验。本专题将逐一发布《白皮书》各章节内容，本文为政策分析部分。 21世纪经济报道能源策工作室曹恩惠/文 自2023年起，我国在政策层面进一步明确了数智化发展的决心。2023年3月，国家能源局发布《关于加快推进能源数字化智能化发展的若干意 见》(下称《数智化意见》)，以2030年为时间节点，提出了一系列阶段性目标，包括：能源系统各环节数字化智能化创新应用体系初步构筑、 数据要素潜能充分激活，能源数字化智能化新模式新业态持续涌现，能源系统运行与管理模式向全面标准化、深度数字化和高度 ...

Core Insights - Buildroid is set to launch its construction robot collaboration platform in the U.S. market in Q1 2026 after successful pilot deployments in the UAE [1] - The construction industry currently faces low robot adoption rates due to existing systems only automating isolated tasks, highlighting the need for multi-robot collaboration to enhance overall efficiency [3] - The U.S. construction sector is experiencing significant pain points, including labor shortages, rising labor costs, and a mismatch between construction speed and market demand, creating a market opportunity for Buildroid [5] Group 1: Platform and Technology - Buildroid's platform is compatible with over 40 types of robots and utilizes NVIDIA Omniverse for workflow simulation before deployment [6] - The platform employs a "simulate before deploy" strategy, optimizing workflows through extensive digital twin simulations [6] - Key components include a BIM import process, with a plugin developed for Autodesk Revit to convert models into OpenUSD format, enhancing simulation accuracy [7] Group 2: Market Focus and Applications - Buildroid's initial commercial focus is on block and partition wall installation, a segment valued at $13 billion within the global $17 trillion construction industry [8] - The company has integrated two types of bricklaying robots and a mobile robot for material handling, capable of placing blocks weighing up to 40 kg [8] Group 3: Funding and Business Model - Buildroid raised $2 million in seed funding in November 2025, led by venture capitalist Tim Draper, known for early investments in companies like Tesla and SpaceX [9][16] - The company plans to use the funding to expand pilot projects, enhance simulation algorithms, and prepare for U.S. market deployment [18] - Buildroid operates on a dual revenue model of revenue sharing and Robotics as a Service (RaaS), allowing construction firms to utilize robotic resources without upfront hardware costs [19][20] Group 4: Strategic Advantages and Partnerships - The UAE was chosen as the initial pilot market due to its streamlined compliance processes and urgent demand for automation solutions to address labor shortages [24] - Buildroid has partnered with major contractors like ALEC to test its bricklaying system and utilize BIM simulation tools for workflow optimization [26][27] - The company aims to expand its service range in the U.S. market to cover broader construction workflows and promote multi-robot collaboration [31]

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The report highlights the significant progress in the development of smart factories in China, with over 15 leading smart factories, more than 500 excellent smart factories, and over 35,000 basic smart factories established, indicating a robust growth trend in the sector [9][10] - The evolution of smart factories is characterized by five core directions: expansion of factory construction, innovation in R&D design paradigms, upgrading of production capabilities, optimization of production management, and advancement in operational management [10][41] - The report emphasizes the need for the manufacturing industry to transition from quantity-driven growth to quality-driven improvements, addressing the challenges posed by global economic slowdowns and changing market demands [17][18] Summary by Sections Overall Trends - The report identifies four main drivers for the transformation of smart factories: industrial upgrades, changing market demands, technological advancements, and international cooperation [17][19] - It outlines a future vision for smart factories that includes the integration of AI across all manufacturing processes, leading to autonomous decision-making and enhanced collaboration within the manufacturing ecosystem [20][41] Industry Practices - The report describes a four-tiered system for cultivating smart factories, which includes basic, advanced, excellent, and leading levels, aimed at promoting digital transformation in manufacturing [41][42] - It notes that over 90% of manufacturing sectors are now covered by smart factory initiatives, with a focus on enhancing traditional industries and empowering consumer-driven sectors [50][49] Regional Development - The report discusses the regional disparities in smart factory development, with eastern regions leading and central regions making breakthroughs, highlighting the importance of localized strategies [12][49] Technology and Industry - The report emphasizes the need for a deep integration of technology and manufacturing systems, advocating for a shift towards a more resilient and intelligent industrial foundation [12][53] Future Outlook - The report envisions a next-generation smart manufacturing landscape characterized by autonomous manufacturing, ecological collaboration, and a focus on sustainability [12][41]

1月19日，天亿马盘中上涨2.01%，截至10:19，报55.93元/股，成交3506.37万元，换手率1.28%，总市值 37.39亿元。 资料显示，广东天亿马信息产业股份有限公司位于广东省汕头市海滨路55号海逸投资大厦4-5层，成立 日期1998年7月7日，上市日期2021年11月12日，公司主营业务涉及信息系统集成服务、软件开发及技术 服务、信息设备销售、信息系统运维服务。主营业务收入构成为：信息设备销售33.17%，软件开发及 技术服务27.51%，算力服务20.65%，信息系统集成服务8.58%，新能源电力6.00%，信息系统运维服务 4.06%，其他(补充)0.03%。 天亿马所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：数字孪生、空间计算、数字 经济、ChatGPT概念、智慧政务等。 截至9月30日，天亿马股东户数9434.00，较上期减少6.52%；人均流通股5244股，较上期增加6.97%。 2025年1月-9月，天亿马实现营业收入2.28亿元，同比增长46.62%；归母净利润419.00万元，同比增长 119.80%。 分红方面，天亿马A股上市后累计派现3074.44万 ...

Group 1 - The smart grid sector is experiencing significant activity, with five stocks hitting the daily limit up, including Electric Power Research Institute rising over 12% and several others reaching the limit up [1] - The current market focus is on the State Grid's unexpected investment scale and the rigid demand for grid upgrades driven by the explosion of AI computing power, alongside the anticipated application of new technologies such as flexible DC and low-frequency transmission [1][3] - The State Grid Corporation announced that fixed asset investment during the 14th Five-Year Plan period is expected to reach 4 trillion yuan, a 40% increase compared to the previous plan, which will continue to promote the construction of large transmission corridors [3] Group 2 - The demand for power transmission and transformation equipment, such as transformers, cables, and insulators, is expected to increase significantly due to the State Grid's increased investment and ongoing projects for upgrading distribution networks [4] - The upgrade of smart grids will drive the digital and intelligent transformation of grid operation and management, creating opportunities for companies focused on the development of automation systems [4] - The market for specialized chips for smart grid terminal devices, including power management and metering chips, is expected to expand steadily, benefiting companies with mature chip development technologies [4] - The trend of collaboration between smart grids and new energy storage systems is clear, leading to a continuous rise in demand for energy storage systems, which will benefit companies providing related products [4]