今天（5月22日），苏州再次迎来工业互联网大会，这也是我市第二次承办这一盛会。工业互联网 一头连着传统工业制造业，一头连着新一代信息技术，是数字经济和实体经济深度融合的关键底座，也 是产业数字化的关键引擎。近年来，苏州与工业互联网有着深度"绑定"——在这里，工业互联网不是抽 象的概念，而是车间里流畅的智能产线，是实验室跳跃的数字代码，更是传统制造业向"新"而行的生动 实践。 构筑生态优势 破译工业互联网"苏州密码" 走进位于苏州工业园区的协鑫光伏科技有限公司的智能工厂，RGV搬运车穿梭运送物料，机械臂 精准抓取组件，大屏幕上实时跳动着物料信息等生产数据。这样的场景，正在苏州数以万计的工厂里上 演。 "不少企业选择苏州，是因为这里有着最完整的工业互联网生态。"苏州市工信局相关负责人表示。 从标杆企业到产业集群，从基础配套到研发能力，苏州都走在全国前列。中国工联网测算的一组数据显 示：2024年，苏州工业互联网产业增加值规模达1465.19亿元，增速12.5%。这个数字背后，是苏州超前 布局的战略眼光。近年来，苏州相继出台《关于全力打造"工业互联网看苏州"品牌的若干措施》《关于 推进制造业智能化改造和数字化转型的 ...

踩上黄金赛道，获国资入股 诺比侃成立于2015年，自2018年起逐步布局"AI+交通"、"AI+城市治理"及"AI+能源"三大核心业务。 通过主要以NBK-INTARI人工智能平台为首的底层技术，诺比侃向客户提供软硬件一体化AI+解决方 案，以应对客户在更复杂多维的业务场景中的需求。 以AI+交通;为例，该业务涉及的领域包括轨道交通、城市交通及机场，诺比侃软硬件一体化AI+解决方 案在该领域的应用场景包括：铁路供电系统智能检测、铁路外部环境智能监测及货车运行状态智能检 测。 近日，诺比侃人工智能科技（成都）股份有限公司（以下简称诺比侃;）再度向港交所提交了招股书， 计划在港交所主板上市，中金公司担任独家保荐人。 诺比侃专注于人工智能技术和数字孪生等先进技术，在AI+交通、AI+能源及AI+城市治理等领域的产业 化应用，公司客户主要是铁路部、电网公司及石化企业等。 此次递交招股书，诺比侃计划将募资资金主要用于：加强核心技术的继续研究，包括用于AI行业模型 的迭代等；建设其研发技术中心和新总部基地；潜在投资和收购机会。 值得一提的是，诺比侃曾于2023年2月启动A股科创板IPO辅导，但于2024年撤回备案，最终选 ...

Core Insights - The article discusses the transformative impact of AI and data analytics on various industries, particularly in sports training and rehabilitation, highlighting the shift from experience-driven training to data-driven methodologies [3][4][5]. Group 1: AI in Sports Training - The integration of advanced technologies such as SIMI motion capture systems and high-speed cameras in table tennis training is revolutionizing athlete performance analysis by providing real-time data on over a hundred metrics [3]. - AI is redefining the training landscape by converting intuitive skills of top athletes into quantifiable and transferable intelligent assets, marking the beginning of a "digital dissection" era in sports [3][4]. Group 2: Cross-Industry Applications - The combination of sensor arrays, edge computing, and digital twin technology is reshaping the smart transformation pathways across multiple industries, including automotive and agriculture [6]. - The AI training systems' architecture reflects a shift towards end-to-end delivery capabilities, with a focus on integrating hardware, algorithms, and industry expertise to meet customer needs [7]. Group 3: AI Commercialization Challenges - The article highlights the tension between specializing in vertical scenarios versus developing horizontal capabilities in AI commercialization, emphasizing the importance of industry-specific knowledge for effective application [8]. - The next three years are expected to see the emergence of industry-specific models driven by strong demand for precision decision-making and data security concerns [9]. Group 4: Investment Strategy - The investment logic of Haier Capital is based on a collaborative model that promotes AI's value creation in sectors like healthcare and smart technology through ecosystem synergy [9].

Group 1: Vertical Field Scene Deconstruction - The company Ruizhi Interactive has developed a smart classroom solution that has been implemented in 37 key high schools across the country, achieving a teacher-student interaction delay of 200ms, which is compressed to a non-perceptible range during teaching [1] - The latest HarmonyOS multi-terminal adaptation framework allows the same code to maintain pixel-level consistency across electronic class signs, teacher pads, and student terminals [1] - The retail team at Ruizhi has completed stress testing for a fresh supply chain app, which utilizes a self-developed inventory dynamic forecasting algorithm to automatically trigger procurement alerts based on price fluctuations in the Xinfadi wholesale market, resulting in a 21% year-on-year reduction in loss rates for a chain supermarket [1] Group 2: Infrastructure Technology Empowerment - Baidu's voice interaction lab has developed a barrier-free system integrated into a government service app that accurately recognizes regional sign language expressions, enhancing customer service response speed in financial apps by 3.8 times [4] - JD's digital twin supply chain system is optimizing the delivery paths of surgical instruments through UWB centimeter-level positioning technology, saving transportation mileage equivalent to running around the Forbidden City 8,920 times annually [4] - Tencent's social viral toolkit is transforming offline commerce, with a membership app for a trendy store in Sanlitun achieving a weekend conversion rate of 47% through a combination of LBS and AR fitting rooms [4] Group 3: Technological Anthropology in Hutongs - A micro-studio focused on cultural heritage digitization has developed an AR guide app for the Shijia Hutong Museum, which recognizes brick carving patterns through smartphone cameras and automatically plays corresponding oral histories [5] - An arts forum in the 798 Art District led to the creation of a literary app that adjusts message push frequency based on user reading duration, potentially being the first content product in the country to incorporate a reader's breathing rhythm algorithm [5]

证券代码：301313 证券简称：凡拓数创 广州凡拓数字创意科技股份有限公司 投资者关系活动记录表 编号：2025-001 投资者关系活动类别 ☐特定对象调研 ☐分析师会议 ☐媒体采访 业绩说明会 ☐新闻发布会 ☐路演活动 ☐现场参观 ☐其他（请文字说明其他活动内容） 参与单位名称及人员姓名 线上参与公司2024年度暨2025年第一季度业绩说明会的投资者 时间 2025年05月20日 15:00-16:00 地点 价值在线（https://www.ir-online.cn/） 上市公司接待人员姓名 董事长、总经理、董事：伍穗颖 财务总监：叶丽卿 董事会秘书：段一龙 独立董事：李超红 保荐代表人：曹今 投资者关系活动 主要内容介绍 1.机器人是ai重要的行业之一，公司今年加入了广州机器人 协会，有没有和机器人相关的落地项目 答:尊敬的投资者，您好，公司正积极推进AI 3D数字孪生产 品开发及一体化服务，为客户提供行业（工业、水利水务、能源 电力、交通环保等）软件产品服务，也为行业级和政府级客户提 供以数字孪生平台、数据底座、AI算法模型、IOT物联设备（传 的数据仿真能力、FUNAI模型训练平台的数据研判能力， ...

Group 1: Financial Performance - In 2024, the revenue from the system device business increased by 85%, but installation and debugging costs accounted for over 25% of the revenue [4] - The revenue from the life sciences sector reached 5.68 billion yuan, with a growth rate of 28% [14] - The revenue from the water treatment and ultrapure water business grew by 20%, with a total revenue of 6.88 billion yuan [7] Group 2: Operational Efficiency - The inventory turnover days extended to 180 days due to increased stock of system devices [4] - The company aims to reduce work-in-progress inventory by 25% through digital twin technology optimization [4] - The company achieved a 5-fold increase in inspection efficiency by replacing manual visual inspection with AI visual detection [3] Group 3: Market Expansion and Strategy - In 2024, overseas revenue accounted for 38% of total revenue, amounting to 6.55 billion yuan [10] - The company plans to enhance market development efficiency through the release of industry solution white papers covering six major fields [5] - The life sciences sector's revenue share increased to 29%, with a focus on new product development in peptide synthesis [5] Group 4: Research and Development - The R&D investment intensity reached 9.8%, but the patent implementation rate was below 45% [9] - The company holds 66 domestic and 13 foreign authorized patents, with 74 domestic and 103 foreign patents in the application stage [9] - The company is focusing on developing new types of polyethylene glycol carriers to increase drug loading capacity by 20% [5] Group 5: Supply Chain and Risk Management - The company reported no supply chain security challenges, with most raw materials already localized [12] - The accounts receivable turnover days extended to 125 days, with 65% of accounts receivable from system device projects [10] - The company is exploring credit insurance to cover 80% of accounts receivable to improve cash flow [10]

专用计算机设备 柏楚电子（688188.SH） 增持-A(首次) 盈利能力维持高位，看好智能焊接业务放量 2025 年 5 月 20 日 公司研究/公司快报 公司近一年市场表现 事件描述 | 市场数据：2025 年 月 5 20 | | | | | 日 | | --- | --- | --- | --- | --- | --- | | 收盘价（元）： | | | | 193.00 | | | 年内最高/最低（元）： | | | 251.98/135.79 | | | | 流通A股/总股本（亿）： | 2.06/2.06 | | | | | | A 股市值（亿）： | | 流通 | | 397.57 | | | 总市值（亿）： | | | | 397.57 | | | 年 基础数据：2025 | 月 3 | 日 31 | | | --- | --- | --- | --- | | 基本每股收益(元)： | | | 1.24 | | 摊薄每股收益(元)： | | | 1.24 | | 每股净资产(元)： | | | 28.21 | | 净资产收益率(%)： | | | 4.47 | 分析师： 姚健 执业登记编码： ...

在政务服务领域，娄底市自然资源和规划局牵头与市公安局、城管局、住建局、政法委、自来水公司等12家单位签订了平台共建共享合作协议，为天网 系统、智慧城管、智慧水务、地下管线、综治管理、智慧电力等系统平台提供时空数据服务支撑。 在城市精细治理方面，娄底市委、市政府主要领导多次通过实景三维数据对全市的铁路规划、道路建设、项目选址、耕地抛荒问题进行辅助调研，节约 了现场调研时间，提高了效率。目前市本级国土空间规划委员会通过实景三维基础信息平台，审议中心城区城市规划85个、土地出让120宗，平均每个项目 节约审批时间4天。 "数据多跑动，企业少跑动"，项目审批驶入"快车道"。依托实景三维技术赋能，娄底市将审批时限从原来的80多天大幅压缩至20多天，同时借助自动无 人机强化监管，随时对项目开发建设进行动态监管，及时发现违规开发建设问题。此外，不动产登记模块已与20多家银行实现对接，数据自动推送到相关银 行，实现查册、登记、评估、贷款一站式服务，解决企业融资难问题。 图为群众正在使用不动产可视化查询系统。肖霞摄 拥抱数字技术、重塑治理模式、创新政务管理……近年来，湖南省娄底市自然资源和规划局通过构建统一城市数字时空底座，将 ...

Core Viewpoint - The integration of digital twin technology and blockchain in Changhong's supply chain management has transformed traditional manufacturing processes into a transparent and efficient digital ecosystem, enhancing product quality and market competitiveness [1][4][5]. Group 1: Digital Transformation - Changhong's ISRM system enables comprehensive lifecycle management of suppliers and components, facilitating seamless processes from registration to quality control [1][3]. - The application of digital twin technology allows for real-time monitoring and analysis of production parameters, ensuring high product quality and supporting the goal of "zero defects" manufacturing [1][3][5]. Group 2: Quality Management - The ISRM system enhances quality management by providing traceable records of material sources and production processes, ensuring accountability and facilitating rapid response to quality issues [3][4]. - The integration of blockchain technology ensures that quality management records are immutable, thereby enhancing the reliability of the supply chain [3][5]. Group 3: Supply Chain Efficiency - The transition from a "black box" supply chain to a "transparent" one reduces inventory waste and improves supply chain efficiency through precise management [5][6]. - Changhong's digital platform supports small and medium enterprises in establishing their own risk monitoring systems, enabling proactive risk management [5][6]. Group 4: Industry Impact - The digital transformation leads to significant improvements in quality control, with defect rates decreasing dramatically and production response times accelerating from minutes to milliseconds [6]. - The emergence of cross-industry value networks fosters tighter and more efficient collaboration among different sectors, creating new paradigms for industrial cooperation [6].

作为湖南最大中外合资企业，VAMA的智能化实践同样瞩目。车间内，工业摄像头与传感器通过5G网 络将设备数据实时传输至控制中枢，技术人员可远程调控0.01毫米级参数。高度智能化生产使能耗显著 降低，镀锌板、汽车板年产能稳定在百万吨以上。 生态培育厚植转型沃土 传统产业的转型密码，藏在系统化的生态培育中。政策层面，娄底经开区出台《促进产业数字化发展奖 励暂行办法》等文件，近两年兑现奖补资金4380万元，撬动规上企业数智化改造率达70%以上。基建方 面，建成5G基站258座，打造省级工业互联网平台2个，9个项目入选湖南省"数字新基建"标志性项目， 2个企业跻身全国5G工厂名录。 在涟钢高炉风口平台，搭载激光雷达的机器狗正通过红外热成像技术巡检设备；生产指挥中心大屏上， 虚拟工厂对钢卷清洗、镀锌等工序进行数字化预演；VAMA车间内，5G网络将设备运行状态实时转化 为"数字语言"……这些充满科技感的场景，是湖南娄底经开区钢铁产业数智化转型的缩影。 该园区所在的娄底市素有"钢城"之称，是中国重要的钢铁生产基地。当地正以数字技术重塑传统产业， 为钢铁工业注入新动能。 数字孪生重构生产逻辑 "钢卷还未进入产线，虚拟工厂已提前 ...