王淑玲先后来到山东晶农能源集团晶农能源微电网系统智造项目、特种机械电池生产及装配项目、智充 储能科技有限公司实地调研，通过实地察看、听取汇报等方式，详细了解各企业生产运营、项目建设进 展，以及发展过程中面临的困难与挑战，并结合产业发展实际，为企业未来高质量发展提出针对性指导 意见。 9月16日，泰安市人大常委会副主任王淑玲一行到泰安高新区实地调研新能源产业发展情况。高新区二 级职员、新能源新材料产业链链长赵兴伟陪同调研。 王淑玲要求，高新区各相关部门要强化服务意识，做实做细要素保障工作，为新能源产业持续健康发展 筑牢基础；要健全政企沟通机制，主动下沉一线了解企业发展诉求，精准破解企业发展难题，以高效服 务为企业发展保驾护航，全力为新型工业化强市建设注入"高新动能"、贡献"高新力量"。 王淑玲强调，新能源产业是推动新型工业化发展的重要支撑，各相关项目要精准把握产业发展趋势，紧 密对接国家及地方政策导向，紧盯技术前沿动态与市场需求变化，不断提升项目核心竞争力与市场适配 性。要锚定主攻方向，聚焦主责主业，以头部企业为引领，加快延伸产业链条，推动上下游企业协同联 动，助力产业实现迭代升级与转型发展。要倒排工期、挂图作 ...

Core Insights - The 25th China International Industry Fair (CIIF) showcases advancements in smart manufacturing and industrial automation, featuring nearly 3,000 exhibitors from 28 countries and regions [1][2] - China's industrial value added is projected to reach 40.5 trillion yuan in 2024, with manufacturing value added at 33.6 trillion yuan, maintaining its position as the world's largest manufacturing country for 15 consecutive years [1] - The integration of artificial intelligence (AI) into traditional industries is expected to significantly reduce labor costs and enhance efficiency [2][4] Group 1: Smart Manufacturing Technologies - The performance of the sand painting robot at CIIF demonstrates the precision of smart robotic arms, achieving a repeat positioning accuracy of ±50 microns [1] - The "super factory" concept by Yujian Robotics emphasizes platform compatibility, allowing for quick integration of various robotic forms without major modifications to existing production lines [2] - The μAI smart machine tool developed by Shanghai Jiao Tong University can autonomously generate processing paths without human intervention, marking a significant advancement in manufacturing technology [3][4] Group 2: Green Energy and Sustainable Solutions - Shanghai Electric's project converts corn straw into green methanol, showcasing a model for sustainable energy production that combines renewable energy with biomass [4] - The "Hemu System," a digital control system for nuclear power plants, represents a significant technological advancement in ensuring nuclear safety and operational efficiency [5] Group 3: Industrial Supply Chain Innovations - Haizhi Online's AI tools have transformed the production capabilities of a factory in Ningbo, enhancing its efficiency and enabling it to take on high-performance aerospace orders [7][8] - The company has created a digital "capacity map" to connect supply and demand, significantly reducing circulation costs and improving production efficiency [7]

Domestic Developments - The steel industry has set a target for an average annual growth of around 4% in value added for 2025-2026, as outlined in the "Steel Industry Stabilization and Growth Work Plan" issued on September 22[6] - The financial sector has achieved significant growth, with total assets of the banking industry reaching approximately 470 trillion yuan, ranking first globally, and the stock and bond markets ranking second[9] - The service trade policy aims to enhance quality and expand capacity, focusing on five key areas including capital utilization and international market expansion, with service exports growing by 15.3% year-on-year from January to July 2025[14] International Developments - U.S. President Trump announced a new fee of $100,000 for H-1B visa applications, which may hinder the recruitment of tech talent[15] - The Eurozone's composite PMI rose to 51.2 in September, the highest in 16 months, indicating economic expansion, although concerns about growth sustainability remain due to weak new orders[17] - Freeport-McMoRan announced a supply contract entered into "force majeure" status due to a significant landslide at its Grasberg mine, which may reduce copper production by approximately 35% in 2026[21] Commodity Prices - Brent crude oil prices increased by 1.57% week-on-week, while iron ore and cathode copper prices rose by 0.48% and 0.12%, respectively[23] - Rebar prices increased by 0.32%, cement prices rose by 1.85%, and thermal coal prices went up by 1.69% week-on-week[28] - Real estate sales in 30 major cities increased by 19.73% week-on-week, with first-tier cities seeing a 21.50% increase[38]

Investment Rating - The mechanical equipment industry is rated as "Standard Allocation" [71] Core Insights - The mechanical equipment sector has shown strong performance, with a bi-weekly increase of 3.47%, outperforming the CSI 300 index by 2.47 percentage points, ranking 4th among 31 sectors [12][13] - The automation equipment sub-sector has the highest growth, with a bi-weekly increase of 6.94%, while the rail transit equipment II sub-sector saw a decline of 2.60% [18] - The overall PE TTM for the mechanical equipment sector is 32.44 times, with automation equipment at 57.97 times, indicating a premium valuation [3][22] Summary by Sections Market Review - The mechanical equipment sector has increased by 5.97% this month and 38.20% year-to-date, ranking 4th and 7th respectively among 31 sectors [12][13] - The top three stocks by bi-weekly increase are Jingzhida (56.66%), World (45.59%), and Weichuang Electric (40.94%) [19] Valuation Situation - The PE TTM for various sub-sectors as of September 25, 2025, includes: - General Equipment: 42.20 times - Specialized Equipment: 32.48 times - Rail Transit Equipment II: 17.49 times - Engineering Machinery: 22.98 times - Automation Equipment: 57.97 times [3][22] Industry Weekly Perspective - The upcoming Tesla production meeting may provide updates on humanoid robot mass production, with significant product launches expected in Q4 2025 [4][67] - Domestic demand for engineering machinery is supported by major national projects and ongoing demand in wind power and other downstream sectors [4][67] Recommended Stocks - Recommended stocks include: - Huichuan Technology (300124) for its strong market position in servo products - Green Harmonic (688017) as a leading enterprise in harmonic reducers - Sany Heavy Industry (600031) benefiting from infrastructure investments - Hengli Hydraulic (601100) with a solid market share in hydraulic cylinders [69]

Core Insights - JD.com launched the first industrial supply chain large model, JoyIndustrial, at the JD Discovery 2025 conference, aiming to reduce costs in the industrial sector by trillions through the "Empower Thousands of Industries, Trillion Cost Reduction" initiative [1][4] - The Chinese government has emphasized the importance of intelligent collaboration in industrial supply chains and digital transformation, as outlined in recent policy documents [3][4] - JD.com has conducted a comprehensive study estimating that the total cost of China's industrial supply chain will reach approximately 115.19 trillion yuan in 2024, with potential savings of 6.77 trillion yuan through supply chain innovation and digital transformation [3][4] Group 1: Industrial Supply Chain Model - The JoyIndustrial model is built on over 57.1 million industrial SKU data and aims to address high costs and low efficiency in the industrial sector [5] - JD.com proposes a dual-driven approach combining "industrial large models and supply chain applications" to enhance operational efficiency and reduce costs [5][6] - The model is designed to support over 10,000 key industrial enterprises, focusing on deep industry insights and professional accumulation [5] Group 2: Industry-Specific Solutions - JD.com has launched nine specialized solutions targeting various sectors, including automotive manufacturing, steel metallurgy, energy batteries, and more, aligning with national digital transformation guidelines [4][6] - The solutions aim to provide detailed insights, trend analysis, and effective paths for supply chain digitalization, ultimately enhancing cost efficiency across industries [4][6] Group 3: Intelligent Operations and Global Supply Chain - JD.com has introduced an integrated supply chain solution for industrial equipment maintenance, addressing challenges like inventory backlog and excessive operations through AI algorithms [7] - The company is recognized as a leading player in China's MRO (Maintenance, Repair, and Operations) industrial procurement market, with a scale nearly three times that of its closest competitor [7]

截至8月29日，凯中精密股东户数3.54万，较上期增加12.96%；人均流通股6182股，较上期减少 11.47%。2025年1月-6月，凯中精密实现营业收入14.30亿元，同比减少7.50%；归母净利润1.13亿元，同 比增长46.32%。 分红方面，凯中精密A股上市后累计派现4.42亿元。近三年，累计派现2.28亿元。 机构持仓方面，截止2025年6月30日，凯中精密十大流通股东中，南方高端装备混合A（202027）位居 第五大流通股东，持股234.15万股，相比上期减少21.93万股。 责任编辑：小浪快报 9月26日，凯中精密盘中下跌2.06%，截至09:49，报16.65元/股，成交3530.63万元，换手率0.96%，总市 值54.67亿元。 资金流向方面，主力资金净流出140.90万元，大单买入491.42万元，占比13.92%，卖出632.31万元，占 比17.91%。 凯中精密今年以来股价涨20.35%，近5个交易日跌0.52%，近20日涨0.56%，近60日涨22.00%。 资料显示，深圳市凯中精密技术股份有限公司位于广东省深圳市坪山区龙田街道规划四路1号，成立日 期2009年5月5日，上市 ...

"建设银行充分发挥集团全牌照经营优势，不断深化'圈链群'经营理念，积极构建与新型工业化相适应的金融服务体系，为 制造业高端化、智能化、绿色化发展提供全方位金融支持。"建设银行相关部门负责人对《证券日报》记者表示。 记者从光大银行了解到，该行日前推出了支持新型工业化金融服务方案，提出40项具体工作举措，全面支持新型工业化深 入推进。 本报记者 杨洁 新型工业化是推进中国式现代化的重要引擎。今年8月份，中国人民银行等七部门联合发布《关于金融支持新型工业化的 指导意见》（以下简称《意见》），对照新型工业化重点领域，提出针对性支持举措。《证券日报》记者近日了解到，为全面 落实《意见》要求，多家商业银行聚焦新型工业化重大战略任务进行部署。 记者从中国银行获悉，该行近日正式发布《中国银行关于支持新型工业化的工作方案（2025—2027年）》，旨在充分发挥 中国银行全球化优势与综合化特色，进一步优化适配新型工业化的综合金融服务体系。 据介绍，目前，中国银行正以"商行+投行""境内+境外""融资+融智"综合服务，助力增强产业链供应链韧性和科技创新能 力。截至2025年6月末，中国银行工业领域供应链融资余额及科技型企业贷款余额 ...

新型工业化是推进中国式现代化的重要引擎。今年8月份，中国人民银行等七部门联合发布《关于金融 支持新型工业化的指导意见》（以下简称《意见》），对照新型工业化重点领域，提出针对性支持举 措。《证券日报》记者近日了解到，为全面落实《意见》要求，多家商业银行聚焦新型工业化重大战略 任务进行部署。 光大银行相关部门负责人对《证券日报》记者表示，在信贷支持政策方面，该行制定并进一步细化关于 集成电路、工业母机、仪器仪表等重点领域和产业链的行业授信政策，更加聚焦创新产业供应链企业的 金融服务。在服务保障方面，该行制定总分两级对接国家级产业基金、国家制造业创新平台的工作机 制。在数字金融领域，该行综合运用并购、融资租赁和资产证券化等产品持续促进数字经济与实体经济 融合发展。 "金融业亟须赋能制造业及新质生产力加快发展。"在中国银行深圳市分行大湾区金融研究院高级研究员 曾圣钧看来，具体可从以下方面发力：一是优化金融资源配置，促进产业协同发展。二是创新金融服务 模式，提升服务精准度与效率。三是加强金融服务与政府政策协同。政府可通过设立产业引导基金、提 供财政贴息等方式，引导金融机构加大对制造业重点领域和薄弱环节的支持力度。金融机 ...

近日，证券时报记者跟随"移起向青，智绘高原"数智青海主题媒体行活动，深入青海省西宁市、黄南州 等多地，实地探访当地电信普遍服务现状及数智化转型成果。 据了解，中国移动青海公司将工作力量、资源、精力向远山、沟域一线倾斜，依托智慧网络和数字化管 理推进山、水、林、田、路、村现代化治理，助力实现"一沟一产业、一域一特色"，赋能乡村建设，让 绿水青山变成金山银山。此外，数字技术也已成为当地文旅经济、产业发展、新型工业化的重要底座。 智慧文旅的"数字命脉" 西宁下南关民族小吃街是一条位于西宁市东区的百年老街，全长约500米，这里以聚集各类回族风味小 吃闻名，有许多传承多代的非遗美食。 截至目前，中国移动在下南关街部署了5G站点14个，共计44个基站小区；4G站点10个，共计61个基站 小区；此外，还规划设计5G-A站点3个预计10月落地。今年8月，下南关街站点日均流量10720.92GB， 同比去年8月日均流量7926.34GB，日均增长2794.57GB，增幅35.26%。 "少数民族美食街是重要的文旅消费场景和创业平台，良好的信号覆盖是其商业活力的'数字命脉'。"在 西宁移动无线主管赵建勋看来，该项目是一项兼具经济 ...

Group 1 - The 25th China International Industry Fair (CIIF) opened, attracting nearly 3,000 companies from 28 countries and regions, showcasing around 300 global debuts and nearly 200 Chinese premieres [1] - The theme of this year's CIIF is "Industrial New Quality, Boundless Intelligent Manufacturing," focusing on high-end, intelligent, and green transformation in manufacturing [3][4] - Shanghai Electric presented its latest technological achievements and solutions in new power systems and integrated high-end equipment, emphasizing its comprehensive industrial ecosystem [3][4] Group 2 - The green low-carbon development in the industrial sector is a significant trend, with Shanghai Electric actively engaging in hydrogen, ammonia, and methanol energy fields, providing a full-chain solution from green electricity to methanol synthesis [6][7] - The Taonan project by Shanghai Electric is the first in China to achieve large-scale commercial operation of green methanol, integrating core technologies and receiving EU ISCC certification [6][7] - Shanghai Electric's green fuel business includes plans for hydrogen production, green methanol, green ammonia, and sustainable aviation fuel (SAF), indicating a broad application prospect [7] Group 3 - The new technological revolution, driven by AI, big data, IoT, and cloud computing, is accelerating the evolution of new industrialization [8] - Shanghai Electric showcased integrated high-end equipment and intelligent manufacturing solutions, targeting large manufacturing, large industry, and large cities [8][9] - The exhibition featured various intelligent robots and high-precision grinding centers, highlighting Shanghai Electric's capabilities in the industrial mother machine sector [9]