参考纳斯达克市场的经验，张维认为，资本市场不必强调"挑选赢家"，用审核制筛选"好公司"，有可能 错过真正的创新者。苹果、亚马逊、英伟达等创造最多回报的企业都走出了第二增长曲线，相比首次公 开募股(IPO)时已截然不同。 张维表示，中国制造业近年来取得突破性成就：汽车出口连续两年居全球第一；2024年集成电路首次成 为中国第一大出口单品，出口金额达1595亿美元，超过服装、手机。这背后的原因是大国博弈叠加第四 次工业革命，开启了技术创新与国产替代的双重机会之窗。除了半导体等少数领域仍需补功课，中国已 在多个领域完成对第一、第二、第三次工业革命的追赶，并在第四次工业革命——人工智能与万物互联 领域与美国并肩前行。 "包容且具强大财富效应的美国资本市场，是美国创新体系的重要一环，这也是值得向美国市场学习的 地方。"张维说。数据显示，2015—2024年，美股77%的技术企业、98%的生命科学企业IPO时未盈利。 "中国在顶尖科技上还未实现意义重大的全球领先，这也意味着未来我们有更大的潜力，核心是大量的 科技创新。"张维认为，科技创新离不开资本的长期支持。 (许孝如) 近日，由证券时报社主办、长江证券协办的"2025 ...

消费级 3D 打印那些事儿 20250707 摘要 拓竹公司 2025 年上半年已售出 72 万台 3D 打印机，预计全年销量有望 达到 150 万台，营收预计达 60-70 亿元。新款 HRD 个人制造中心自 3 月上市以来销量持续增长，成为新的增长点。 拓竹已成为消费级 3D 打印行业领导者，占据约 35%的市场份额，但内 部认为出货量达到 300 万台时市场接近饱和，表明公司仍有较大增长空 间，主要竞争对手为纵横立方和创想 3D。 拓竹客户主要集中在 ToB 端（占比 70%），包括 DIY 工厂、医疗器械 公司等，ToC 端（占比 30%）相对较少。公司通过 Make Word 社区和 简化大模型技术，致力于提升 ToC 端占比。 拓竹通过高效研发和创新产品策略迅速获得市场份额，X One 系列以消 费级价格提供工业级性能，打印速度达每秒 500 毫米，精度为 0.01 微 米，并首次引入激光雷达和支持 16 色多色打印。 拓竹创始团队在大疆积累的无人机技术经验，如电机控制、运动控制算 法和传感器融合，被成功应用于 3D 打印，实现了高速、高精度、多色 打印。 Q&A 2025 年消费级 3D 打印机 ...

金十数据7月7日讯，2025年俄罗斯国际创新工业展7日在俄罗斯斯维尔德洛夫斯克州首府叶卡捷琳堡市 开幕，将持续到10日。据了解，本届展会以"技术领导力：工业突破"为主题，展会框架下将举办多场论 坛和研讨会，内容涉及拓展俄罗斯出口潜力、零部件制造、初创企业推介等。展区总面积超过5万平方 米。来自多国的1000多家企业参加本届展会。除俄罗斯企业外，作为本届展会的合作伙伴国，沙特阿拉 伯将在1500多平方米的区域内展示该国43家企业的产品。此外，展会还吸引来自独联体、中东、东南亚 和非洲等地区国家的企业参加。 （新华社） 2025年俄罗斯国际创新工业展在叶卡捷琳堡开幕 ...

Group 1 - The S&P 500 index opened lower by 20.31 points, a decline of 0.32%, closing at 6259.04 points [1] - The Dow Jones Industrial Average opened lower by 25.17 points, a decline of 0.06%, closing at 44803.36 points [1] - The Nasdaq Composite index opened lower by 110.55 points, a decline of 0.54%, closing at 20490.55 points [1]

Core Viewpoint - The integration of 5G and industrial internet is crucial for expanding the large-scale application of 5G, facing challenges such as high costs and fragmented demand across various industries [3][4]. Group 1: 5G and Industrial Internet Integration - The deep integration of 5G and industrial internet is essential for expanding 5G applications, currently facing challenges in cost and demand matching [3][4]. - High costs associated with 5G network construction and equipment upgrades pose a significant burden, especially for small and medium-sized enterprises [3]. - The current "5G + industrial internet" applications primarily address common needs, lacking sufficient alignment with the unique demands of different industries [3]. Group 2: 5G-A Development and Its Implications - 5G-A is a key transitional phase towards 6G, enhancing network bandwidth and providing valuable insights for future 6G development [5]. - The development of 5G-A has led to the emergence of new application scenarios, indicating that 6G should focus on deeper integration with vertical industries [5]. - The emphasis on industry collaboration in 5G-A development highlights the need for a robust ecosystem to support 6G advancements [5]. Group 3: AI for Industry Trends - AI for Industry is expected to experience rapid growth, integrating with 5G-A and industrial internet to create a comprehensive intelligent system [9][10]. - The expansion of AI applications is moving from a few leading sectors to broader industries, enhancing production efficiency and reducing costs [9][10]. - Key issues for the information and communication industry include data quality and security, computational power support, standardization, and talent cultivation [10][11]. Group 4: Challenges in AI Model Development - The transition from general AI models to specialized industry applications faces challenges such as data barriers, algorithm precision, and scene adaptation [10][11]. - Data governance is prioritized to address the scarcity of high-quality datasets, utilizing proprietary tools for data cleaning and transformation [10][11]. - Collaboration with industry partners is essential for developing benchmark applications and optimizing models through practical scenarios [12].

Core Viewpoint - Chengdu is focusing on the high-quality development of its county-level new towns, including Qionglai, aiming to strengthen infrastructure, leverage advantages, and enhance capabilities to achieve significant economic growth by 2027, targeting a GDP of over 55 billion yuan [1][3]. Economic Development Policies - Qionglai has introduced a comprehensive set of policies to support high-quality economic development across five sectors: industry, agriculture, services, real estate, and construction, with a focus on creating a modern industrial system [3][5]. - The policies include 17 measures aimed at fostering industrial clusters, promoting technological innovation, and enhancing enterprise vitality through targeted support [5][7]. Industrial Support Measures - Incentives for advanced manufacturing projects include rewards of up to 10 million yuan for investments over 100 million yuan from Fortune 500 companies, and 200,000 yuan for introducing large-scale industrial enterprises [5][9]. - A high-tech enterprise doubling plan offers up to 1 million yuan in subsidies for increased R&D expenses, and additional rewards for national-level innovation platforms [5][9]. Agricultural Development Initiatives - Qionglai's agricultural policies consist of 22 measures to enhance modern agriculture, including support for seed industry development and smart agriculture through technology adoption [7][8]. - Financial support for fixed asset investments in modern agricultural projects can reach up to 3 million yuan, depending on the investment amount [7][8]. Service Industry Enhancement - The service sector will benefit from 14 measures aimed at improving market entities, promoting e-commerce, and enhancing foreign trade [9][11]. - Incentives for modern service projects with investments over 20 million yuan can provide up to 4 million yuan in rewards [11][12]. Real Estate Market Support - Qionglai has introduced ten measures to stabilize and promote the real estate market, including subsidies for homebuyers and incentives for real estate marketing agencies [14][15]. - Homebuyers can receive up to 150 yuan per square meter in subsidies when purchasing new homes, and additional rewards for using housing vouchers [14][15]. Construction Industry Policies - The construction sector will see support through a policy framework that includes financial incentives for companies achieving specific production targets and recognition for quality projects [17][18]. - New construction firms can receive up to 150,000 yuan for reaching certain revenue milestones in their first year [18].

协作机器人的快速"上新"，背后不仅有大型企业复杂产线的升级需求，也有中小企业的自动化起步。 "过去几年，机器人行业尤其是协作机器人显著增长。"ABB机器人业务部全球总裁马思康指出，这一方 面由于中小企业自动化升级，哪怕没有大型工厂，也需要小型、紧凑型机器人做一些自动化工作。另一 方面，市场上出现了越来越多的协作机器人、协作生产车间需求，即使是大型工厂，也需要人机协作。 而随着制造业对自动化、人机协作需求的增加，协作机器人正加速向"高速+大负载"方向迈进。协作机 器人与工业机器人的传统界限，也正在逐渐模糊。更高速度 作为与人类在同一工作空间内协同作业的机器人，传统协作机器人的速度通常在2.5m/s之下。 而近日发布的协作机器人，相继刷新速度上限：UR15的最大TCP速度为5m/s，PoWa的TCP速度高达 5.8m/s。 相较汽车制造中典型六轴机器人的1.5-2m/s，高速协作机器人在保持协作安全性的同时实现了工业级速 度，是快速拾取和放置、码垛及机床上下料的理想选择。 5月中旬，优傲机器人发布了其迄今为止速度最快的协作机器人UR15，最大TCP(Tool Center Point，工 具中心点)速度为5m/s ...

Core Insights - The collaboration between Wuliangye Group and Siemens marks a significant step towards enhancing the "Digital Wuliangye" initiative, focusing on digital transformation and sustainable practices [1][6]. Group 1: Partnership Development - Wuliangye Group's chairman led a delegation to Siemens' R&D center and headquarters, resulting in a consensus to deepen cooperation [1][6]. - A strategic cooperation agreement was signed between Wuliangye and Siemens (China) to establish a long-term partnership in areas such as digital planning, electrification, automation, and low-carbon solutions [6]. Group 2: Technological Advancements - The delegation explored Siemens' advancements in artificial intelligence, sustainable energy, and cybersecurity, gaining insights into digital twin technology, flexible manufacturing, and AI applications [5][6]. - Both companies discussed the integration of digitalization and low-carbon initiatives to enhance their collaboration and drive industry leadership in automation and digital transformation [6]. Group 3: Cultural and Market Expansion - Wuliangye aims to elevate its global presence through the "He Mei Global Tour," enhancing cultural engagement and marketing strategies to integrate traditional Chinese liquor culture into global consumer experiences [8]. - Future initiatives will focus on deepening industry cooperation, creating immersive consumer experiences, and expanding innovative service scenarios to strengthen the global liquor supply chain [8].

铁建重工688425 时间: 2025年7月7日星期一 55.80分综合得分 较强 趋势方向 主力成本分析 4.09 元 当日主力成本 4.08 元 4.03 元 60日主力成本 周期内涨跌停 5日主力成本 4.04 元 20日主力成本 过去一年内该股 涨停 0次 跌停 0 次 北向资金数据 | 持股量1052.63万股 | 占流通比0.71% | | --- | --- | | 昨日净买入-194.83万股 | 昨日增仓比-0.132% | | 5日增仓比-0.368% | 20日增仓比0.013% | 技术面分析 4.08 短期压力位 4.07 短期支撑位 4.12 中期压力位 3.95 中期支撑位 股价突破短期压力位，短线有望走强； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 工程机械 0.18%、工业母机 -0.22%、工业互联 0.36%、磁悬浮概念 1.34%等 ★平顶★ 温和的反转 资金流数据 2025年07月07日的资金流向数据方面 （以上内容为自选股写手差分机完成，仅作为用户看盘参考，不能作为操作依据。） | 主力资金净流入399.37万元 | | --- | | 占总成交额5% ...

撰文丨王聪 编辑丨王多鱼 排版丨水成文 炎症性衰老 （ inflammaging ） ，即与年龄相关的慢性炎症增加，被认为是 衰老 的一个标志。然而，目前对于基于循环细胞因子来衡量炎症性衰老还没有达成 一致的方法。 近日 ，加拿大 舍布鲁克大学和美国哥伦比亚大学的研究人员合作，在 Nature 子刊 Nature Aging 上发表了题为 ： Nonuniversality of inflammaging across human populations 的研究论文。 该研究通过比较工业化人群 （来自 意大利和新加坡的人群 ） 和非工业化人群 （来自 玻利维亚和马来西亚的原住民 ） ，发现 炎症性衰老 （ inflammaging ） 在不同群体中并不具有普遍性， 生活方式工业化程度较低的人群可能不会经历炎症性衰老。因此， 炎症性衰老可能只是工业化生活方式的副产物，因此在全球不 同人群中存在着显著差异。 短期炎症对于治愈感染至关重要，但长期炎症暴露 （炎症性衰老） 已知会增加生物学衰老和出现年龄相关性疾病的风险。不过，之前并不确定炎症性衰老对所有 人群的影响是否一致。 在这项新研究中，研究团队评估了在意大利的 ...