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 ...

Core Viewpoint - The global manufacturing landscape is undergoing profound changes due to complex international dynamics and the rapid evolution of technologies like artificial intelligence, which are reshaping production methods and business models in the manufacturing sector [1][2]. Group 1: Manufacturing Development Trends - The Chinese government emphasizes the importance of manufacturing in its work report, focusing on developing new productive forces and advancing industrialization [1]. - The 2025 Intelligent Manufacturing Forum highlighted that intelligent manufacturing is a key variable in reshaping global industrial competition, with technologies like AI models and digital twins significantly impacting production methods and value chains [1][2]. - Current trends in intelligent manufacturing include multi-technology integration, industrial collaboration upgrades, and a focus on green and sustainable development [2][8]. Group 2: Core Elements of Intelligent Manufacturing - The three core elements of intelligent manufacturing are intelligent manufacturing equipment, intelligent industrial software, and cyber-physical systems (CPS) [3][4]. - Intelligent manufacturing equipment enhances traditional manufacturing capabilities through the integration of AI, IoT, and big data, enabling features like state perception and autonomous control [4][5]. - Intelligent industrial software, which is currently a weak point in China's manufacturing sector, needs to catch up with international standards, as foreign companies dominate the high-end industrial software market [5][6]. Group 3: Challenges and Opportunities - The manufacturing sector faces challenges in transitioning from scale dividends to innovation dividends, requiring a shift in focus towards high-quality development driven by AI and other technologies [2][8]. - There is a need to break through technical bottlenecks, solidify ecological collaboration, and innovate value creation to enhance the manufacturing ecosystem [7][8]. - The integration of AI into manufacturing processes is seen as a pathway to achieving significant improvements in quality, efficiency, and sustainability [8][9]. Group 4: Industry Applications and Innovations - Companies like China Railway and China Steel Research are exploring AI applications in manufacturing, with a focus on personalized and customized production to meet market demands [10][11]. - The development of AI tools tailored for specific industry needs is crucial for enhancing productivity and reducing costs in sectors like steel and telecommunications [11][12]. - The push for digital transformation in traditional manufacturing is being driven by the need to adapt to new market challenges and technological advancements [10][12].

Core Insights - The 2025 World Digital Education Conference held in Wuhan showcased significant advancements in digital education, highlighting innovative technologies and their applications in various educational contexts [1][3]. Group 1: Innovations in Digital Education - An intelligent bionic fish developed by Wuhan University students is capable of autonomous navigation and has been utilized for ecological data collection in the Yangtze River protection project, demonstrating the integration of AI in educational practices [2][3]. - Beijing University of Aeronautics and Astronautics introduced the "Lunar-X" teaching platform, which combines digital twin technology, augmented reality, and intelligent interaction to create a mixed reality learning environment focused on lunar research [3][4]. Group 2: Transformative Educational Technologies - AI-driven tools are transforming traditional classrooms into interactive learning environments, such as virtual characters engaging with students and realistic simulations for underwater robotics training [4]. - The integration of advanced technologies like AI and digital resources is making quality education more accessible, bridging the gap between urban and rural schools through synchronized teaching on a national platform [4][5]. Group 3: Future of Education - The ongoing development of digital education resources is expected to empower future generations, enhancing their learning experiences and expanding their potential [5].

Core Viewpoint - The company Nobikang is pursuing an IPO on the Hong Kong Stock Exchange to expand its global business and access international capital, moving away from its previous A-share listing plans [2]. Company Overview - Nobikang, established in 2015, focuses on the industrial application of advanced technologies such as artificial intelligence and digital twins, with three core business lines: AI+Transportation, AI+Energy, and AI+Urban Governance [2]. - The company's self-developed NBK-INTARI AI platform enables intelligent monitoring, detection, and operation and maintenance for clients in transportation, energy, and urban governance sectors [2]. Financial Performance - Nobikang's revenue and profit have shown steady growth from 2022 to 2024, with revenues of 253 million yuan in 2022, 364 million yuan in 2023, and projected revenues of 403 million yuan in 2024. Profits increased from 63.16 million yuan in 2022 to approximately 115 million yuan in 2024 [3]. - The company has updated its financial data and detailed its product offerings and application scenarios in its latest prospectus, emphasizing cross-industry applications through AI industry models [3]. Market Position - As of 2023, Nobikang ranks as the seventh largest provider of AI+railway transportation detection solutions in China, and it is actively expanding into AI+urban transportation and AI+airport sectors [4]. - In the AI+Energy sector, Nobikang is the second largest provider of AI+power system detection solutions, focusing on smart operation and maintenance of power grids [5]. Customer Dependency and Accounts Receivable - The company heavily relies on its top five customers for revenue, with sales to these clients accounting for 61.1% to 85.9% of total revenue over the past three years [7]. - Nobikang's accounts receivable have increased significantly, with trade receivables rising from 176 million yuan in 2022 to 474 million yuan in 2024, leading to longer average turnover days [8]. Industry Competition - The AI+infrastructure sector in which Nobikang operates is characterized by strong policy support and increasing competition, with China becoming the second largest AI market globally [9]. - Nobikang holds a market share of 6.9% in the AI+railway transportation detection market, facing competition from various players, with the leading competitor holding only 11% market share [10]. - The company has increased its R&D investment from 44.5 million yuan in 2022 to 59.6 million yuan in 2024, although the proportion of R&D spending relative to total revenue has decreased [10].

Group 1: Financial Performance - The company achieved operating revenue of 178.51 million yuan, a year-on-year increase of 14.95% [4] - Net profit attributable to shareholders was 5.83 million yuan, up 1.43% year-on-year [4] - Net profit excluding non-recurring gains and losses reached 1.53 million yuan, a significant increase of 121.18% year-on-year [4] Group 2: Dividend Distribution - The proposed dividend for 2024 is 0.50 yuan (including tax) per 10 shares, along with a stock bonus of 2 shares for every 10 shares held [4] Group 3: Awards and Recognition - The company received multiple awards in 2024, including the Shaanxi Province Science and Technology Progress Award and the National Natural Resources Science and Technology Award [5][6] Group 4: Cash Flow Improvement - The net cash flow from operating activities increased by 104.38% compared to the previous period, attributed to enhanced project payment recovery efforts [6] Group 5: Core Competencies - Key competitive advantages include a strong talent pool, technological innovation, and extensive market presence [6][7] - The company holds various qualifications, including top-level surveying and mapping qualifications and has achieved CMMI Level 5 certification [7] Group 6: Business Development and Innovations - The company is actively involved in digital twin technology and has developed a three-dimensional modeling platform, enhancing its capabilities in urban planning and disaster warning [10][20] - It has established a cloud service platform integrating various technologies, including BIM and big data [10] Group 7: Industry Trends and Policies - The space information industry is experiencing growth due to policy support and technological advancements, with increasing demand in smart cities and intelligent driving sectors [14][15] - Recent policies, such as the "Data Element" action plan, aim to enhance data resource circulation and utilization [15] Group 8: Future Strategies - The company plans to focus on high-quality development, market expansion, and technological innovation in 2025 [22][23] - It aims to enhance operational efficiency and explore mergers and acquisitions to strengthen its market position [22][24]

煤炭 行业周报（20250512-20250518） 同步大市-A(维持) 关税博弈落地，煤炭重回供需逻辑 2025 年 5 月 19 日 行业研究/行业周报 煤炭行业近一年市场表现 投资要点 动态数据跟踪 执业登记编码：S0760519110001 邮箱：liuguijun@sxzq.com 焦、钢产业链：开工提高，焦炭价格回落。本周焦煤价格下降，焦炭利 润有所改善，焦炭企业开工率有所提高，叠加成本支撑减弱，焦炭价格提降。 后期，宏观预期有望继续落地，外贸环境改善下游预期，基建、地产施工或 将发力，钢材需求刚性仍存，焦炭价格预计下降空间不大。截至 5 月 16 日， 天津港一级冶金焦均价 1480 元/吨，周变化-3.27%；港口平均焦、煤价差（焦 炭-炼焦煤）249 元/吨，周变化-9.45%。独立焦化厂、样本钢厂焦炭总库存 分别 65.48 万吨和 663.52 万吨，周变化分别+0.581%、-1.08%；四港口焦 炭总库存 222.62 万吨，周变化-1.30%；全国市场螺纹钢平均价格 3333 元/ 吨，周变化+0.97%；螺纹钢全社会、生产企业库存分别合计 434.97 万吨、 185.03 万 ...

相关报告： 动力煤：库存走低，夏季备库需求待发。本周产地煤矿生产基本维持正 常水平。需求方面，南方降雨频繁，水电出力增加，叠加北方气温回升，港 口堆煤出货压力增加；下游复工及基建仍有待提高，工业原料用煤支撑减弱； 北方港口煤炭调入低于调出，煤炭被动去库，港口煤价维持弱势。进入二季 度中下旬，国际贸易环境有所改善，非电用煤需求或有所恢复；同时，内外 贸价差倒挂，预计国内进口煤减少，临近夏季备库需求，国内动力煤价格中 枢预计继续下降空间不大。截至 5 月 16 日，环渤海动力煤现货参考价 629 元/吨，周变化-2.18%；广州港山西优混 610 元/吨，周变化-8.96%；欧洲三 港 Q6000 动力煤 658.20 元/吨，周变化-7.78%。5 月 16 日，北方港口合计 煤炭库存 3047 万吨，周变化-1.99%；长江八港煤炭库存 763.00 万吨，同比 -0.52%；本周环渤海港口日均调入 175.69 万吨，调出 181.79 万吨，日均净 调出 6.10 万吨。 分析师： 冶金煤：外贸环境改善，冶金煤继续去库。煤矿冶金煤生产供应维持正 常。需求方面，本周降准降息政策落地，中美日内瓦联合声明发布后 ...

北海预报减灾中心将数字孪生系统与电子围栏、声光报警等技术相结合。其中，数字孪生系统对漫 堤灾害可实现实时感知与模拟预测，电子围栏可精准推送预警信息至高风险区域人群，声光报警系统则 通过基站广播和灯光警示，直观传达灾害预警信息。 数字孪生对减灾效果的仿真。北海局供图 数字孪生对海浪动态的模拟能力。北海局供图 极端条件下海浪漫堤与海水倒灌场景的快速模拟，还可以模拟防潮堤、沙袋等人为减灾措施的效果，构 建起"智慧防潮堤"，可为防灾减灾提供精准的决策支持。 近日，自然资源部北海预报减灾中心在海洋数字孪生领域取得突破，首次获得了近岸海洋数字孪生 防灾减灾方面的国家发明专利，并研发了近岸海洋动力灾害数字孪生系统。该成果在厦门海洋环境科学 国际研讨会等学术会议上进行了专题报告，获得国内外专家学者的广泛关注与高度认可。 北海预报减灾中心结合青岛市澳门路近岸漫堤灾害的防治需求，提出了"一种近岸漫堤灾害数字孪 生系统构建的方法、介质及系统"，并获得国家发明专利授权。在此基础上，该中心研发了近岸海洋动 力灾害数字孪生系统，实现了对青岛近岸环境与水动力过程的高精度仿真、海洋环境变化实时感知以及 青岛澳门路近岸海洋动力灾害数字孪生系统 ...

2025 年，仍暗礁丛生，但风劲帆满。 我们希望能够 通过发起 「 2025 中国企业全球化新势力 100 强榜单」评选活动， 持续寻找 将本土经验升维为全球解决方案的高价值高潜力创新企业，同时也希 望能捕捉到更多兼有中国血脉基因与高瞻远瞩全球化布局战略眼光的「 Born Global 」「 Day One Global 」商业主体。 本次评选设置「引领型」和「成长型」两个报名组别，将从业务运营、财务数 据、本土化布局、海外市场影响力等维度进行综合评选。 目前， 2025 中国企业全球化新势力 100 强榜单评选正式启动，欢迎报名 ▼ 2025 年的全球经济格局，是在关税贸易摩擦的风雨飘摇中 渐进 演变的，我们面临的世界局势较以 往也更为复杂诡谲， 更多变量产生的不确定性如影随形 。但中国企业早已不再局限于 " 跟随者 " 的 定位 ，而是以 " 弄潮儿 " 的姿态引领产业变革，成为推动全球供应链体系重塑升级的关键 角色 。 2023 年，新老出海市场持续分化，全球供应链体系面临重塑。这一年，创业邦发起 「 2023 出海企 业创新价值榜单 TOP100 」 ， 评选出在彼时出海浪潮中经得起 " 惊涛骇浪 " ...

"这种跨界协同模式尤其适用于AI医疗等硬科技领域。"王欣对第一财经记者说，"未来，AI医疗器械的 发展需依托产学研医协同，推动临床需求与工程创新深度融合，建设合规高效的数据平台，加快技术转 化与成果应用。" 王欣表示，AI的发展正在重构器械研发的新范式，从加速创新到重新定义产品，AI的影响已经渗透到 研发的各个环节。"企业不仅能利用AI智能挖掘数据，识别技术空白；还能利用AI整合影像、病理等多 源数据，开发创新解决方案，提升诊疗的精准度。"他说道。 上海市胸科医院院长侯旭敏教授表示，伴随着AI医疗大模型等技术的发展，未来的疾病诊疗和患者的 全流程管理也将迎来新的范式，融合多模态数据，基于个体生理体征构建的"患者数字孪生"将成为现 实。 在谈到AI如何参与未来诊疗和手术时，中国科学院院士、复旦大学附属中山医院心内科主任葛均波教 授对第一财经记者表示："从2021年我们在海南博鳌开展首例机器人介入冠脉手术，到2022年的东方会 上首次提出心脏数字孪生，再到我们最近发布的首个心脏大模型观心，AI在心血管诊疗领域的应用一 直受到关注。" 葛均波指出，得益于数据、算法与算力的进展，AI在心血管领域的应用过去几年取得了快 ...