《方案》明确对江苏省制造业和专精特新企业符合条件的直租项目相关支出给予年化2个百分点贴息。 这也意味着，企业通过融资租赁公司租设备，政府直接补贴年化利率2%的利息。 《方案》还要求，对同时符合"年利率不超过同期贷款市场报价利率（LPR）2倍"以及"年化内部收益率 （IRR）不超过8%"两个要求的租赁业务进行贴息。 "该政策突出了降本增效，可积极引导租赁行业降低利率，缓解承租企业融资贵问题。"江苏省财政厅工 贸处负责人表示，对于能够享受政府补贴的租赁业务，租赁公司收的年利率不能超过同期LPR（贷款市 场报价利率）的2倍，比如LPR是3.5%，最高只能收7%，内部收益率（IRR）不超过8%，这是为了确保 租赁业务的融资成本在合理范围内，避免过高的利息负担给企业带来过大压力。 7月16日，证券时报记者从江苏省财政厅获悉，为进一步推动制造业大规模设备更新，江苏省财政厅于 近日出台《江苏省制造业融资租赁财政贴息实施方案（2025年）》（以下简称《方案》），引导融资租 赁行业加力支持制造业企业设备更新和技术改造。 不仅如此，《方案》还明确，同一企业可以同时享受制造业贷款贴息和融资租赁贴息；获得贴息的融资 租赁项目，符合条 ...

Group 1: Industry Overview - Yihe New District is the core area for the construction of "China's Engineering Machinery City" in Linyi, focusing on high-end engineering equipment through an industrial chain approach [1] - The high-end engineering equipment industry chain is developing towards high-end, green, intelligent, and clustered growth [1] Group 2: Leading Enterprises - Shandong Liugong Forklift Co., Ltd. has achieved 50% of its annual target of 850 million yuan in the first half of the year, with a projected sales increase to 670 million yuan in 2024 [2] - The company aims to increase the proportion of electric forklifts from 35% to over 50% within two years, driven by strong market demand and policy support [2] - Shanzhong Construction Machinery Co., Ltd. plans to increase its production capacity from 18,000 to 25,000 units after the introduction of welding robots and intelligent assembly lines [2] Group 3: Component Manufacturers - Shandong Jinli Hydraulic Technology Co., Ltd. has improved its electroplating production line, increasing the salt spray test level from 200 hours to over 400 hours, significantly extending product lifespan [3] - The company has successfully entered the supply chains of international giants like Volvo and Caterpillar, with a transaction volume of 30 million yuan with Shanzhong Construction Machinery last year [3] - Jinli Group produces 1 million hydraulic cylinders and has a 30% market share in domestic hydraulic cylinders for loaders [3] Group 4: Innovation and Cluster Development - The Yihe New District is focusing on attracting projects that enhance the entire industrial chain, emphasizing innovation and collaboration among upstream and downstream enterprises [4] - The district has formed an engineering machinery industry cluster led by major manufacturers like Shandong Lingong, Shanzhong Construction Machinery, and Liugong Forklift, supported by component manufacturers and logistics services [4] - The high-end engineering equipment cluster has been approved as a provincial advanced manufacturing cluster for 2024 [4]

Core Viewpoint - Guangdong Province is focusing on accelerating the development of the embodied robotics industry and prioritizing the low-altitude economy as a key sector for growth [1] Group 1: Industry Development Strategies - The province aims to build a modern industrial system supported by advanced manufacturing [1] - There is an emphasis on using digital and green technologies to upgrade traditional industries such as petrochemicals, steel, food and beverage, textiles, and home appliances [1] - The province plans to promote innovation in the chemical new materials industry [1] Group 2: Key Industries and Focus Areas - Guangdong will consolidate and expand its advantages in the new energy vehicle industry [1] - The province is set to innovate in new energy storage and photovoltaic industries [1] - The low-altitude economy will be treated as a priority industry [1] Group 3: Future Industry Layout - The province will implement an "AI+" initiative to integrate artificial intelligence into various sectors [1] - There is a forward-looking layout for future industries such as biomanufacturing, quantum technology, embodied intelligence, and 6G [1]

长江商报奔腾新闻记者 徐佳 大华股份（002236.SZ）持续推进创新业务子公司独立上市。 本次将华睿科技调整至香港联交所上市，大华股份也有着进一步开拓国际市场、提升全球知名度考量。 目前，大华股份已在全球各大洲的主要国家投资建立了68个海外分子公司，产品服务覆盖全球180多个 国家和地区。 2024年，大华股份在境外市场实现营业收入162.94亿元，同比增长6.31%，占营业收入的比例为 50.63%，已超过境内市场收入规模。 作为一家专注机器视觉与移动机器人业务的科技企业，华睿科技致力通过工业互联的感知、算法、方案 和丰富应用，为下游用户提供完整链路的产品解决方案和系统服务。 截至2024年末，华睿科技累计申请专利500+，其中发明专利300+，在嵌入式软件、图像优化、识别算 法、网络传输、导航定位、调度及运动控制等11个重点技术领域，实现专利布局。 大华股份认为，本次分拆上市将有利于华睿科技进一步提升多渠道融资能力和品牌效应，通过加强资源 整合能力和产品研发能力形成可持续竞争优势，充分利用资本市场，把握市场发展机遇，以推进智能制 造为方向，延续与制造业深度融合的创新发展模式，布局和渗透更多行业，为制造业 ...

Core Viewpoint - The company, Linyi Intelligent Manufacturing, is expected to show significant growth in its half-year performance for 2025, with net profit projections indicating a substantial increase compared to the previous year [1][2]. Financial Performance Summary - The estimated net profit attributable to shareholders is projected to be between 900 million and 1.14 billion yuan, representing a year-on-year growth of 31.57% to 66.66% [1][2]. - The net profit after deducting stock incentive amortization is expected to be between 1.04 billion and 1.28 billion yuan, reflecting a growth of 48.59% to 82.88% compared to the previous year [1][2]. - The net profit after excluding non-recurring gains and losses is projected to be between 580 million and 820 million yuan, showing a growth of 1.04% to 42.85% year-on-year [1][2]. - The net profit after deducting stock incentive amortization and non-recurring gains and losses is expected to be between 720 million and 960 million yuan, indicating a growth of 22.06% to 62.74% compared to the previous year [1][2]. - Basic earnings per share are projected to be between 0.13 yuan and 0.16 yuan, up from 0.10 yuan in the same period last year [1][2]. Growth Drivers - The company's performance growth is attributed to increased investment in high-value AI terminal hardware products, enhancing market share, and establishing supplier alliances, which have improved production line utilization and reduced manufacturing costs [3]. - The domestic automotive business has shown significant improvement in processes and efficiency, leading to better operational performance compared to the previous year [3]. - Measures taken at some overseas new factories have resulted in a reduced loss margin compared to the previous year [3]. Company Background - Linyi Intelligent Manufacturing provides comprehensive intelligent manufacturing services and solutions globally, with main products including AI smartphones, foldable smartphones, AI PCs, tablets, imaging displays, batteries, thermal management solutions, AI glasses, XR wearable devices, and sensors [5].

Domestic News - In Q2 2025, the automotive manufacturing industry's capacity utilization rate was 71.3%, lower than the national average of 74.0% [4] - BYD announced the launch of its full brand's mobile connectivity feature, compatible with major domestic smartphone brands, enhancing the in-car experience [5] - Geely Auto signed a merger agreement with Zeekr Technology, with Geely acquiring all outstanding shares of Zeekr, allowing shareholders to choose cash or stock as compensation [6] - FAW Toyota has initiated the development of the next-generation smart cockpit, expected to be released in 2026, integrating AI for enhanced interaction [7] - NIO announced the completion of a battery swap station in Dingri, Tibet, which is the highest battery swap station in the world at 3,947 meters [8] - CATL announced a strategic partnership with T3 Mobility to explore optimization strategies for Robotaxi operations [9] - Baidu's autonomous driving unit plans to deploy thousands of self-driving cars globally in partnership with Uber [10] - BASF's high-nickel ternary materials for solid-state batteries have entered mass production this year [11] International News - In Canada, new car sales increased by 4.3% in the first half of 2025, reaching 958,214 units, with a 6.4% increase in Q2 [12] - The UK government announced a £650 million electric vehicle subsidy plan, providing up to £3,750 per eligible electric vehicle to promote adoption [13] - Panasonic opened a $4 billion battery factory in Kansas, its second in the U.S., expected to create 4,000 jobs [14] - Rivian and Google have collaborated to develop a customized version of Google Maps for electric vehicles [15] Commercial Vehicles - Inner Mongolia is focusing on developing the hydrogen energy equipment manufacturing industry, with specific cities designated for various aspects of hydrogen production and technology [16] - BYD has begun the expansion of its commercial vehicle factory in Hungary, adding 29,000 square meters of smart production facilities [18] - Faurecia has been selected as one of the first companies for the national trusted data space innovation development pilot program [19] - Guangzhou announced annual subsidies of up to 100,000 yuan for hydrogen fuel cell heavy trucks, with specific mileage-based compensation [20][21]

记者 刘双双 中新网长沙7月16日电 题："湘江智造"构建产业新生态 擎动"智造之城"升级新路径 中联重科4000吨级全地面起重机突破技术天花板，子公司自主研发全球首台68米级云梯消防车；星邦智 能试验检测中心成为中国高空作业平台主机厂首个通过国家认可的实验室；威胜集团超过3000万只电表 在海外稳定运行，向世界输出能源计量的"中国标准"……在湖南湘江新区，一批智能制造领军企业正以 硬核实力擦亮"湘江智造"名片。 作为中国中部地区首个国家级新区，湖南湘江新区目前已汇聚近300家智能制造装备和工程机械企业， 形成超千亿级产业集群。从智能工厂建设到智慧终端赋能，再到核心技术攻坚，新区正系统构建深度融 合的智能制造新生态，为擎动长沙"智造之城"升级探索新路径。 智能工厂筑基 激活产业升级新动能 当布局8个全球领先的"灯塔工厂"、汇聚300条智能产线的中联智慧产业城亮相时，素有"工程机械之 都"美誉的长沙已然掀起制造工厂智能升级的浪潮。一时间，制造企业改头换面加装"聪明大脑"，智 能、高效的生产线成为新的风景线。 湘江新区威胜信息一号厂房里，一条条智能化产线上，芯片自动烧录、SMT贴片、PCBA老化等80余项 工艺流 ...

中国经济网北京7月16日讯(记者 佟明彪)7月14日，由中国科学技术协会主办，中国仪器仪表学会承 办的第二十七届中国科协年会——原子级制造的科学与技术专题论坛，在中国科技会堂举办。来自高等 院校、科研院所及企业的代表共计90余人现场参与此次会议。会议聚焦原子级制造等前沿非共识议题， 深入探讨其科学理论和关键技术难题，并分享了最新的研究成果与创新思路。 东南大学副校长孙立涛教授、西安交通大学杨树明教授、北京大学刘开辉教授、北京航空航天大学 潘曹峰教授、华中科技大学陈蓉教授、同济大学程鑫彬教授分别做了题为"可视化原子尺度制造""面向 原子级制造的结构化复合纳米探针研究""二维单晶界面原子制造""金属卤化物钙钛矿阵列及人工视觉成 像器件""原子层沉积技术与发展趋势""冷原子物化的皮米精确度光栅及计量应用"的报告。这些报告从 原子级制造、测量和计量等多个方面，详细阐述了原子级制造领域中的相关技术问题。 圆桌对话环节，各位专家聚焦于多个学科交叉领域的热点议题，深入探讨了"如何打通原子制造前 沿研究到产业应用的全链条""原子级制造在电子信息领域的应用前景与挑战""原子级制造对集成电路制 造的支撑与赋能"，以及"原子级制造 ...

7月16日，随着首批钢卷装车驶出厂区，运往南方某制造大厂，武汉钢铁有限公司硅钢 部新能源无取向硅钢分厂正式投产运营。继武钢一号高炉、"一米七"轧机工程之后，中国钢 铁工业史上又多了一个标志性符号。 新工厂重建在武钢二炼钢厂原址之上——这里正是当年举世闻名的"一米七"轧机工程核 心"三厂一车间"之一。如今，老厂拆除，一座高端、绿色的硅钢超级工厂在原址新生。 记者在现场看到，整个厂区外立面由白色环保材料和黑色防尘玻璃构成。厂房一侧连接 着厂区展馆。展馆前，"建设全球硅钢第一品牌"的标语赫然醒目。 走进厂房，几乎见不到传统钢厂中成堆的钢卷与轰鸣的吊车，取而代之的是40余台智能 小车高效穿梭，"钢卷不落地"的现代物流模式有序运行。 "从工艺装备到物流系统，再到生产流程设计，全部是武钢自主研发。"该厂厂长唐爽介 绍，新工厂总投资近40亿元，采用全球首创的十余项核心技术，构建起"5G＋智慧管控平 台"，是真正意义上的超级工厂。 数据显示，在这一厂区内，热处理产线轧制可达每分钟200米，整体效率较老硅钢厂提 升50％以上。更关键的是，在磁感、铁损等关键物理性能上，新产线已达国际顶级水准，具 备与日韩等全球钢企同台竞争的能力 ...

Summary of Conference Call on Rare Earth Industry Industry Overview - The discussion primarily revolves around the rare earth industry, focusing on the implications of U.S. policies and market dynamics affecting supply and demand for rare earth materials [1][2][3]. Core Insights and Arguments - **U.S. Strategic Intent**: The U.S. is determined to develop its rare earth industry, as evidenced by the strategic agreement with MP Materials, indicating a shift in the global supply chain dynamics [1]. - **Supply Trends**: There is a noted decline in the import volume of overseas rare earth ores, which negatively impacts domestic supply [2]. - **Price Dynamics**: The U.S. Department of Defense has committed to a minimum price of $110 per kilogram for MP's mixed system, translating to approximately 800,000 RMB per ton, significantly higher than the domestic price of around 400,000 RMB per ton [2][3]. - **Market Regulation**: There are indications that the Chinese government may relax its control over rare earth prices, allowing for potential price increases, which could boost market confidence [3]. - **Export Controls**: The focus of export controls has shifted towards Middle Eastern rare earths, affecting companies like Guangshen and China Rare Earth Group, which have seen increased attention [3][4]. - **Long-term Price Outlook**: The overall sentiment is bullish on rare earth prices, with expectations of sustained upward pressure due to supply constraints and increasing demand from high-tech applications [4][10]. Additional Important Points - **Technological and Cost Advantages**: China holds a significant technological and cost advantage in rare earth processing, with over 90% of refined production capacity, while the U.S. struggles with higher production costs [7][8]. - **Market Dynamics**: The rare earth market is becoming less about global market pricing and more about strategic competition, particularly between China and the U.S. [8][9]. - **Demand Growth**: The demand for rare earths is expected to grow, particularly in high-end applications such as electric vehicles and industrial robotics, which are increasingly reliant on rare earth materials [9][10]. - **Investment Opportunities**: Companies involved in rare earth mining and recycling, such as North West Rare Earth and Jinli Permanent Magnet, are highlighted as potential investment opportunities due to their positioning in a tightening market [11][12]. Conclusion - The rare earth industry is poised for significant changes driven by geopolitical factors, supply chain adjustments, and evolving market demands. The outlook remains positive for companies within this sector, particularly those that can navigate the complexities of pricing and supply constraints effectively.