Core Viewpoint - The launch of the domestic aircraft C919 alongside the new high-end car series "Chuanqi Xiangwang" by GAC Chuanqi symbolizes a new benchmark for Chinese manufacturing, showcasing the evolution from technology follower to leader in the automotive industry [1][4][31] Group 1: Transformation of GAC Chuanqi - GAC Chuanqi has transitioned from a "technology follower" to a "technology leader," leveraging over 20 years of automotive experience and establishing a "technology moat" through partnerships with Huawei and CATL [4][8] - The company boasts a core technology self-sufficiency rate exceeding 90%, marking a significant shift in China's automotive industry from assembly to innovation [4][5] - GAC Chuanqi's rigorous testing standards, including over 13 million kilometers of equivalent testing, ensure "aviation-grade reliability" for its vehicles, surpassing some luxury brands [5][7] Group 2: Strategic Collaborations - The collaboration between GAC Chuanqi, Huawei, and CATL represents a revolutionary ecosystem in the automotive industry, combining market insights, intelligent algorithms, and advanced battery technology [8][16] - This "golden triangle" partnership breaks traditional barriers and propels Chinese automotive technology from scale leadership to defining technical standards [8][16] Group 3: Product Innovations - The flagship SUV, Chuanqi Xiangwang S9, integrates technology and aesthetics, featuring "zero-gravity seats" and a spacious design that enhances user comfort during long drives [17][18][19] - The Chuanqi Xiangwang M8 Qiankun is positioned as a new benchmark for MPVs, offering luxurious features such as zero-gravity Nappa leather seats and advanced battery technology for extended range [21][24][26] Group 4: User-Centric Approach - The launch of the Chuanqi Xiangwang series signifies a deep restructuring of user value, merging high-quality manufacturing with leading-edge technology to create a "mobile intelligent terminal" [27][30] - The vehicles are designed to meet diverse consumer needs, from family outings to business receptions, emphasizing quality, safety, and luxury [9][30] Group 5: Industry Impact - The introduction of the Chuanqi Xiangwang series marks a milestone in Chinese automotive technology, showcasing the industry's shift towards self-innovation and user value [31] - This event is seen as the beginning of a "big factory era" in China, highlighting the country's rise in the global automotive landscape [31]

Core Viewpoint - Longkun Technology reported a stable performance in its 2024 annual report, with total revenue of 1.791 billion yuan, a year-on-year increase of 2.18%, and a net profit attributable to shareholders of 216 million yuan, up 20.51% year-on-year. However, the bioenergy segment faced challenges due to an EU anti-dumping investigation, resulting in a 19.41% decline in revenue from this segment. The company is focusing on technological innovation and market expansion to mitigate these challenges and is accelerating its layout in synthetic biology manufacturing to capture a larger market share in the green economy and health industry [1][4][7]. Group 1: Biomass Resource Recycling Business - Longkun Technology has secured multiple significant projects in the biomass resource recycling sector, including a 25.5023 million yuan project in Beijing and a 1.654 billion yuan project in Tongzhou District, which has a processing capacity of 2,100 tons per day and a concession period of 40 years [4]. - Despite the success in project bidding, the bioenergy business has been impacted by the EU's anti-dumping investigation, which imposed a temporary anti-dumping tax of 23.7%, leading to a 19.41% decline in bioenergy revenue [4][6]. - The management indicated that the profit from the biodiesel business primarily comes from self-produced low-cost raw oil, suggesting that market changes have a limited impact on overall operations [4]. Group 2: Synthetic Biology Manufacturing Business - Longkun Technology is actively developing the human milk oligosaccharides (HMOs) sector, collaborating with institutions like the Hefei Institute of Physical Science to advance products such as LNT and LNnT [5][6]. - The company has made significant progress in product certification and market access, with LNnT receiving approval as a new food additive from the National Health Commission and 2'-FL obtaining Self-GRAS certification from the FDA [6][7]. - The establishment of a 1,000-ton HMO production base is underway, with the first phase expected to begin trial production in the first half of 2025 [6]. Group 3: Profit Model - Longkun Technology's profit model is diversified, comprising biomass resource recycling and synthetic biology manufacturing. The company utilizes BOT and BOO models to charge waste treatment fees and sell biodiesel and green electricity [7]. - In 2024, engineering construction revenue surged by 137.82% to 418 million yuan, while operational service revenue increased by 8.57% to 581 million yuan, indicating stable growth despite the decline in bioenergy revenue [7]. - The synthetic biology manufacturing segment is expected to become a new profit growth point as products gain market access, contributing to a 32.07% year-on-year increase in non-net profit [7].

事件：25Q1 公司实现营收、归母净利和扣非归母净利分别为44.8、7.3、7.4 亿元，分别同比+32.4%、 +108.5%、+342.5%，公司业绩落于快报区间偏上限。 结构性复价落地，公司扣非业绩大幅提升。25Q1 风电、热塑等中高端领域需求旺盛，电子布景气有所 改善，预计带动公司粗纱、电子布产销同比较快增长。价格方面，据卓创资讯，25Q1 缠绕直接纱 2400tex 均价同比+22.8%，环比+2.0%。24 年末针对风电纱（提价15-20%）、热塑短切（提价10-15%） 等长协产品的提价在25Q1 得以有序落地执行，叠加公司单位生产成本的优化，预计25Q1 粗纱、电子布 单位净利环比进一步改善。2 月底7628 电子布报价上调约0.3 元/米，后续业绩反映或更充分。 公司全球化布局对冲关税风险。中国是全球玻纤核心供应国，24 年国内玻纤产量756 万吨，出口占比 27%，其中对美出口24.6 万吨（占出口比例12%）。美国玻纤本土产能预计在120 万吨左右，对中国进 口依存度较高。 公司从国内直接出口美国的销量有限，面对贸易摩擦，公司可以通过埃及基地40 万吨产能转口，美国 本土9.6 万吨产能 ...

Group 1 - The 137th Canton Fair has successfully attracted over 220,000 overseas buyers from 219 countries and regions since its opening on April 15, setting a historical record for the same period [1][2] - The fair showcases both "Chinese manufacturing" and "Chinese intelligence," highlighting the country's efforts in promoting high-end, intelligent, and green transformations in global supply chains [2] - The introduction of a service robot section and the focus on emerging industries such as artificial intelligence, new energy vehicles, and lithium batteries are notable highlights of this year's fair [1] Group 2 - The fair reflects China's commitment to openness and global cooperation, as evidenced by the presence of buyers from Belt and Road Initiative countries, BRICS nations, and RCEP member states [1][2] - The event serves as a platform for cultural exchange, with products like pre-packaged dishes not only showcasing quality and price advantages but also conveying cultural significance [2] - Guangzhou is positioning itself as a high-level open city, signaling that China's doors to global trade will continue to open wider despite the challenges posed by global supply chain restructuring [2]

消息称宁德时代拟下月在港上市，或成四年来最大规模新股发行 4 月 30 日消息，据路透社援引两位知情人士消息称，电池制造巨头宁德时代计划于下月启动在香港的上市程序，预计将成为该市四年来规模最大的股票发 行。消息人士称，此次交易的建簿过程——即邀请投资者对股权发行进行投标的过程，预计将于 5 月 12 日起始的一周开始。此前另有知情人士透露，此次 发行可能筹集至少 50 亿美元（IT 之家注：现汇率约合 363.71 亿元人民币）。宁德时代未立即回应置评请求。其中一位消息人士补充说，宁德时代建簿的规 模和时间可能会发生变化。报道称，宁德时代此次登陆港股将成为近 4 年香港规模最大的一次上市。2021 年，快手通过首次公开募股筹集了 62 亿美元（现 汇率约合 451 亿元人民币）。宁德时代此前在一份监管文件中表示，筹集的部分资金将用于在匈牙利建设一座价值 73 亿欧元（现汇率约合 604.72 亿元人民 币）的电池工厂。（来源：IT 之家） 2025比亚迪美洲商务大会 嵊州全城点亮"BYD" 4月24日-27日，2025比亚迪美洲商务大会于浙江嵊州举办，来自欧洲、美洲、中亚等全球20多个国家和地区的300余位国 ...

Core Viewpoint - The article highlights the journey of Chinese port automation, emphasizing the determination and innovation of Zhang Liangang and his team in overcoming technological barriers to establish a fully automated container terminal in China, showcasing the country's capabilities in this field [1][2][3]. Group 1: Development of Automation Technology - The first fully automated container terminal in China was inaugurated on May 11, 2017, at Qingdao Port, setting a world record for operational efficiency [2]. - By January 2025, the average operational efficiency of bridge cranes reached 60.9 natural boxes per hour, breaking the world record multiple times [2]. Group 2: Innovation and Technological Breakthroughs - Zhang Liangang led numerous key technology projects, achieving significant breakthroughs, including the development of the first fully controllable silicon DC speed regulation container bridge crane and the intelligent production control system for Qingdao Port [3]. - The team created over ten world-leading technologies, including the A-TOS intelligent control system for automated container terminals, and established the first "hydrogen + 5G" smart green terminal [3]. Group 3: Domestic Technology Empowerment - The team focused on 12 domestic research projects to address the long-standing reliance on imported port equipment, achieving full-chain domestic control from software to hardware [4]. - The first fully domestically produced automated container terminal was put into operation in January 2024, setting a new world record for loading and unloading efficiency within a week [4]. Group 4: Talent Development and Economic Impact - The "Liangang Innovation Team" has become a hub for talent cultivation, with 8 members achieving senior engineer status and over 75 patents granted, generating more than 560 million yuan in economic benefits [4]. - The team's efforts are positioned as a cornerstone for technological self-reliance in China's port industry [4]. Group 5: Future Aspirations - Zhang Liangang continues to lead the team in pursuing the next generation of fully automated, intelligent, and lightweight port equipment, aiming to achieve further "Chinese miracles" in the smart port sector [5].

4月30日，在第八届数字中国建设峰会"数字上海"主题展区内，由上海市数据局指导，中企网络通信技 术有限公司(简称中企通信)、上海电信、上海移动、上海联通等七家龙头企业共同发起的智能终端出海 服务创新联合体(简称联合体)正式揭牌。该联合体秉持"服务窗口+技术支撑"双重使命，整合国内外通 信运营商和技术服务商资源，致力于解决行业共性难题、建立中国智造出海新标准，为智能终端企业提 供覆盖全球市场的数字化解决方案，推动中国科技产业高质量出海。中企通信以"智链"为抓手，为联合 体注入专业力与引领力，突出打造"安全"能力助力中国智造在全球市场中行稳致远。(上证报) ...

在广西柳工机械股份有限公司(下称"柳工")传动件公司，特级技师、制造总监庞淇文熟练地操作数控机 床，如臂使指。日前，36岁的庞淇文荣获"全国劳动模范"称号。 日前，庞 淇文荣获"全国劳动模范"称号。柳工 供图 走进车间里，庞淇文就像一个数控机床的"指挥官"，根据零件图样及工艺要求，编制数控加工程序，让 所有部件、刀具联动运转，从而精准完成零件加工。 14年前，刚入职的庞淇文对新产品试制的工艺、图纸、刀具、零件还不熟悉，试制加工无从下手。但他 认为，要熟练掌握工艺、图纸、刀具以及试制流程，加工出来的零件才有"生命"。 为此，庞淇文给自己制定了许多"匪夷所思"的训练项目，练就了一门绝活：蒙住双眼仅靠触摸，便能识 别出数控加工中运用的每一把刀具。 如今，庞淇文在车间里就像一个刀尖上的"舞者"。变速箱零件加工精度约为0.02mm，仅为一根头发丝 的1/3，他能将加工精度控制到0.005mm。 中新网柳州4月30日电 题：广西特级技师"刀尖上起舞" 用匠心、创新助力中国"智造" 作者 林馨 刘春菊 创新，始终是庞淇文的追求。"每年我们都参与新产品的研发试制和工艺改造。"庞淇文说，由于公司每 年都会有新的零部件推出，因此 ...

由上海市总工会、东方娱乐、SMG纪录片创制中心（真实传媒）联合打造的《上海工匠第十季——奋楫》将于5月1日至5日每天8:05在东方卫视两集连播。 节目海报 值此上海市总工会百年华诞之际，节目以"百舸争流，奋楫者先"的进取精神为核，聚焦临床医学、智慧港口、精密测量、海洋工程等领域的十位上海顶尖工 匠。 张蕾 这位非科班出身的"网络尖兵"，在看不见的维度演绎着攻防战。两会、进博会、党的二十大，她在数字洪流中筑坝，用渗透测试撕裂防御假象，以漏洞挖掘 构筑坚实护盾。五年间，她在虚拟战场淬炼出的不仅是技术利刃，更是守护光明的信念——每个补丁都在书写"此路不通"的宣言。 上海工业自动化仪表研究院有限公司张怀锁，正用中国力值重新定义世界测量体系。 在坚冰上镌刻中国精度 在灯火通明的城市背后，在洋山港的万吨巨轮旁，在新能源海域的长风波涛里，有这样一群以匠心为舟、以勇毅作楫的孤勇者，用毫厘必争的精度刻下中国 智造的高度。 张怀锁 面对钢铁、建筑、交通、航空航天等领域的"万吨级"力值检测空白，他带领团队用五年光阴浇筑出世界首台套100MN力标准测力机，在极限载荷下验证 了"中国芯"的硬核实力。其主导研发的最大量程70MN轧制力传 ...

Group 1: Advanced Manufacturing Development - The first humanoid robot half marathon was held in Beijing, showcasing China's technological confidence and innovation potential in advanced manufacturing [2] - Various local governments are establishing industrial funds to accelerate the humanoid robot industry, while commercial space technology is expanding its application scenarios [3] - The transition from "Made in China" to "Intelligent Manufacturing in China" is being driven by comprehensive efforts from government, industry, academia, and research [3] Group 2: Promotion of Private Economy - The private economy is recognized as a vital force for high-quality development, with various regions implementing measures to support its growth [4] - Shanghai has introduced 26 measures to promote the high-quality development of the private economy, while other regions are also launching initiatives to stimulate private sector investment [4][5] - The market is seeing increased foreign engagement, with businesses actively seeking international cooperation opportunities [4] Group 3: Consumer Market Trends - The "flower economy" is thriving in Xi'an, with significant sales figures indicating a warming consumer market [7] - Policies such as nationwide implementation of "immediate tax refund" services are aimed at enhancing consumer spending and market expansion [7] - There is a growing demand for diverse consumption experiences, driving innovation in consumer scenarios [7] Group 4: High-Level Opening Up - The 137th China Import and Export Fair attracted a record number of foreign buyers, highlighting the appeal of China's market [8] - Major international exhibitions are showcasing China's commitment to high-level opening up, with significant contract values and participation [9] - The establishment of free trade zones has led to over 140 high-quality institutional innovations being replicated at the national level [9][10]