五年来，山东加力突破创新壁垒，发展动能竞相奔涌释放。规上工业企业研发机构覆盖率从2020年 13.3%提升至现在的近40%，创建国家制造业创新中心4家、工业设计中心54家，数量均居全国前列。引 育泰山产业领军人才730名，培育人才引领型企业60家。累计培育推广"四首"新产品4700余项，高热效 率柴油机、"山河号"智能盾构机、8K画质处理芯片等一批打破国外垄断、填补国内空白的重大技术实 现突破，C919大飞机、"蓝鲸一号"等国之重器都有"山东制造"的贡献。 发展人工智能是实现新型工业化的必答题。山东一手抓好产业培育、一手抓好赋能应用，2025年， 全省人工智能核心产业营收预计突破1200亿元，占全国10%左右，正加快构建起从智能算力、数据语 料、模型算法到智能应用的全栈式人工智能产业链。其中，纳入全省重点监测范围的大模型企业已达 170家、大模型产品249个，29个生成式大模型通过人工智能服务备案，预计今年完成大模型业务收入60 亿元。（记者 付玉婷） "十四五"山东工业增加值将由2.3万亿元提升至3.3万亿元 省政府新闻办12月8日召开新闻发布会，介绍"十四五"时期山东加快建设先进制造业强省相关情 况。"十 ...

12月8日,省政府新闻办举行新闻发布会,邀请省工信厅主要负责同志等介绍"十四五"时期山东加快建设先 进制造业强省情况。作为全国工业版图中的重要一极,山东的每一次脉动,都关乎国家实体经济的根基与 活力。"十四五"时期,山东将工业经济视为"头号工程",加快推进新型工业化,制造业增加值占GDP比重稳 定在28%左右,全省工业增加值将跨过1个万亿元台阶。 记者闫聪济南报道 制造业增加值 占GDP比重稳定在28%左右 工业整体实力走在全国前列。紧紧扭住稳增长这个"牛鼻子",充分发挥"链长制"、制造强省建设领导小 组、省工业运行指挥部等牵总作用,全力做足增量、遏制减量、应对变量,工业经济实现规模与质效同步 跃升。规模体量稳步扩大。规上工业增加值年均增长7.5%,高于全国1.6个百分点左右；全省工业增加值 将跨过1个万亿元台阶,由2.3万亿元提升至3.3万亿元、增长4成以上。其中,制造业增加值占GDP比重稳定 在28%左右,规上工业企业数量和营收较2020年分别增长54.7%、42.9%。体系完整优势日益凸显。拥有 41个工业大类、197个工业中类和603个工业小类,是工业门类最为齐全的省份之一,18个制造业大类营收 居全 ...

12月7日，工业和信息化部党组书记、部长李乐成主持召开务虚会，深入学习贯彻党的二十届四中全会 精神，研究谋划"十五五"及开局之年工作思路和举措。 全面发力，就是要聚焦推进新型工业化的目标任务协同发力，推动科技创新和产业创新深度融合，大力 推进智能化、绿色化、融合化发展，加快建设以先进制造业为骨干的现代化产业体系，推动制造业实现 从重点突破向全面领先的战略性跨越，推动工业和信息化高质量发展取得显著成效。 强化产业链供应链稳健性，既是国家战略导向，亦是经济迈向高质量发展的必由路径。党的二十届四中 全会审议通过的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》提出，"推动重点 产业提质升级，巩固提升矿业、冶金、化工、轻工、纺织、机械、船舶、建筑等产业在全球产业分工中 的地位和竞争力。提升产业链自主可控水平，强化产业基础再造和重大技术装备攻关，滚动实施制造业 重点产业链高质量发展行动，发展先进制造业集群。" 萨摩耶云科技集团首席经济学家郑磊对记者分析指出，提升产业链韧性已成为国家经济战略的关键支点 之一，"十五五"这一关键五年，以夯实基础之举筑牢产业根基，以全面发力之势激发创新活力，不仅要 让产业链韧劲十 ...

Group 1: Investment in Physical Capital - China's capital stock reached approximately $93 trillion in 2024, accounting for about 503% of GDP[29] - The average growth rate of capital stock from 1961 to 1993 was about 5.2%, while from 1994 to 2016 it was approximately 10.8%, and is projected to decline to 5.8% by 2024[29] - In 2024, the total capital formation in China is estimated to be around 54.8 trillion yuan, contributing approximately 25.2% to GDP growth[2] Group 2: Investment in Human Capital - Investment in human capital focuses on enhancing capabilities across the entire population, including education, healthcare, and skills training[47] - The proportion of public spending on social welfare in China was 53.7% in 2023, compared to 60%-70% in developed countries, indicating significant room for improvement[6] - The government aims to increase the share of public investment in social welfare during the "14th Five-Year Plan" period, particularly in areas like education and healthcare[44] Group 3: Economic and Social Development - The urbanization rate in China is expected to reach 70% within five years, with a projected rate of about 67% in 2024, driving infrastructure and public service improvements[42] - The report emphasizes the need for a balanced approach between investment in physical and human capital to foster sustainable economic growth[1] - The government plans to enhance public services in nine key areas, including education, healthcare, and social security, to ensure equitable access for all citizens[52]

Group 1 - The core viewpoint of the articles highlights the stable growth of Shandong's industrial economy, driven by the implementation of new industrialization and an improved business environment [1][2] Group 2 - In the first ten months of the year, the industrial added value in Shandong increased by 7.7% year-on-year, with mining, manufacturing, and electricity sectors growing by 5.5%, 8.7%, and 0.4% respectively [1] - Among 41 major industries, 36 achieved positive growth, resulting in a growth coverage of 87.8%, which is an increase of 2.4 percentage points compared to the previous quarter [1] - The equipment manufacturing sector saw a significant increase of 11.9% in added value, contributing 3.0 percentage points to the overall industrial growth [1] - Specific industries such as automotive, railway, electrical machinery, electronics, and instruments recorded growth rates of 17.8%, 14.3%, 12.4%, 14.7%, and 11.1% respectively, collectively contributing 26.8% to the total industrial growth [1] Group 3 - In the first three quarters, the revenue of large-scale industrial enterprises in Shandong grew by 3.3%, while total profits increased by 2.6%, marking a 1.2 percentage point improvement from the previous period [2] - The revenue profit margin reached 3.8%, the highest level this year, reflecting a 0.1 percentage point increase [2] - Fast-growing sectors included electronics, non-ferrous metals, and automotive, with revenue growth rates of 22.1%, 15.7%, and 15.5%, respectively, surpassing the overall industrial growth rates by 18.8, 12.4, and 12.2 percentage points [2]

5、据招股说明书：公司智能操控系统属于"软硬件一体化"产品。硬件部分主要包括各类具备传感、传 输、控制、算力等功能的硬件或软件载体，硬件部分除了变频器以外，公司主要通过外采取得；软件部 分主要包括各类感知、决策、执行及交互类算法或软件，软件部分主要由公司自主研发，系公司根据不 同行业设备的作业需求，结合硬件产品特性，自行搭建软件系统构架，并自主开发各构架层算法或软 件。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 来源：新浪证券-红岸工作室 12月8日，港迪技术涨0.38%，成交额1801.28万元，换手率1.04%，总市值37.84亿元。 异动分析 新型工业化+机器人概念+专精特新+高端装备+信创 1、武汉港迪技术股份有限公司主营业务是工业自动化领域产品研发、生产与销售。主要产品是自动化 驱动产品、智能操控系统。 2、2025年10月28日互动易：公司自主研发的 SD400 系列伺服系统，凭借超快速响应、高精度位置控 制、高稳定性以及紧凑的设计等特性，已实现对机器人应用（关节驱动、喷涂路径优化、焊接工艺精准 执行）的适配，可有效帮助下游客户提升设备生产良率与作业效率，相 ...

Group 1 - The city’s industrial department is actively enhancing brand development and industrial integration, focusing on the "Zhenjiang Vinegar" brand to boost local economic growth [2][3] - The "Zhenjiang Vinegar" brand has been recognized as a key consumer product by the Ministry of Industry and Information Technology, marking a significant achievement for the city [2] - The annual production capacity of vinegar in Zhenjiang has reached 700,000 tons, with exports accounting for 60% of the national total, and the brand value is estimated at 45.892 billion [3] Group 2 - Zhenjiang has been awarded the title of "Service-Oriented Manufacturing Demonstration City," indicating progress in integrating advanced manufacturing with modern services [4] - The city is fostering a new industrialization approach that emphasizes service enhancement, manufacturing strength, and value creation [4] - The industrial design innovation system has been established, resulting in the cultivation of 2 national-level and 27 provincial-level industrial design centers [5] Group 3 - The industrial department has played a crucial role in ensuring the supply of essential materials during critical periods, demonstrating strong support for local enterprises [7] - In response to supply chain disruptions, the department successfully coordinated the delivery of key components to medical equipment manufacturers, aiding in national pandemic response efforts [7] - The team has resolved thousands of enterprise requests, ensuring the production and supply of important epidemic prevention materials [7]

李乐成指出，推进新型工业化是一个阶梯式递进、不断发展进步的历史过程。党的二十大、二十届四中 全会都明确提出，到2035年基本实现新型工业化。"十五五"作为承前启后的五年，要做到夯实基础、全 面发力。 其中，"夯实基础"就是要补短板、锻长板、抢先机，着力保持制造业合理比重，优化提升传统产业，培 育壮大新兴产业和未来产业，加强优质企业培育，提升产业链供应链韧性和安全水平，使发展根基更 稳、韧性更强，为基本实现新型工业化奠定更为坚实的基础。 12月7日，工业和信息化部部长李乐成主持召开会议，深入学习贯彻党的二十届四中全会精神，研究谋 划"十五五"及开局之年工作思路和举措。 会议指出，"十五五"时期是基本实现社会主义现代化夯实基础、全面发力的关键时期。"十五五"规划建 议擘画了未来五年我国发展的宏伟蓝图，是指导国民经济和社会发展的纲领性文件。 同时，此次会议围绕着工业和信息化领域面临的新形势、新任务、新要求进行分析，强调要抢抓新一轮 科技革命和产业变革战略机遇，积极主动应对外部环境的深刻复杂变化，推进行业治理现代化，加快推 进新型工业化、建设制造强国和网络强国，为中国式现代化构筑强大物质技术基础。 李乐成强调，202 ...

Core Viewpoint - The article discusses the performance and business operations of Wuhan Gangdi Technology Co., Ltd., highlighting its focus on industrial automation and the development of advanced automation products and systems. Company Overview - Wuhan Gangdi Technology Co., Ltd. specializes in the research, production, and sales of products in the industrial automation field, with main products including automation drive products and intelligent control systems [2][3][8]. - The company was established on September 28, 2015, and is located in the East Lake Development Zone of Wuhan, Hubei Province [7]. Business Performance - For the period from January to September 2025, the company achieved operating revenue of 361 million yuan, a year-on-year decrease of 3.30%, and a net profit attributable to shareholders of 43.39 million yuan, down 25.24% year-on-year [8]. - The revenue composition of the company includes 63.66% from intelligent control systems, 35.26% from automation drive products, and 0.57% from management system software [8]. Product Development - The company has developed the SD400 series servo system, which is designed for robotic applications, enhancing production yield and operational efficiency for downstream customers [2][3]. - The intelligent control system is categorized as an integrated hardware and software product, with hardware primarily sourced externally and software developed in-house to meet specific industry needs [3]. Industry Position - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, a prestigious title awarded to high-performing small and medium enterprises in China [2]. - The company's main business falls under the category of strategic emerging industries, aligning with national technology innovation development strategies [3].

Group 1 - Roche Diagnostics is a global leader in the diagnostics field and has established its largest single investment project in China in Suzhou, which is the Asia-Pacific reagent and instrument production and R&D base. The annual output value of the Suzhou base is expected to reach 10 billion yuan [1] - The local government representatives expressed gratitude for Roche Diagnostics' investment in Suzhou, highlighting the city's commitment to new industrialization and the integration of technology and industry innovation [1] - Roche Diagnostics has continuously increased its investment and launched a series of innovative products since its establishment in Suzhou, contributing to mutual success between the company and the local area [1] Group 2 - Rachel Klein, Global Operations President of Roche Diagnostics, expressed appreciation for the support from Suzhou and emphasized that Roche has become an indispensable part of the global layout of Roche Group over the past ten years [2] - The company is optimistic about the future development of Suzhou and plans to continue expanding its investment and accelerate the localization of R&D and production [2]