"十四五"时期是中国农药工业发展史上极不平凡的五年。五年来，行业突出高质量发展主题，以深化供 给侧结构性改革为主线，在产业结构优化升级、核心技术攻关、重大项目建设、产业链韧性提升、绿色 低碳转型及数字化智能化发展等方面成效显著，为保障国家粮食安全和农产品质量安全奠定了坚实的产 业基础。 产业结构优化升级 "十四五"期间，中国农药工业全力推进总量控制与结构优化，产业布局更加合理，企业入园率显著提 高，集约化、规模化发展水平迈上新台阶，行业整体抗风险能力逐步改善。 2021—2024年国内农药总产量年均复合增长率达8.4%，2024年规上企业数量创历史新高。在企业规模 稳步提升的同时，产业集中度显著提高。2024年销售额超50亿元的企业达13家，超10亿元的企业达81 家，我国有13家企业进入全球农药行业20强。我国农药出口到180多个国家和地区，农药出口成为产业 增长引擎，出口比重超过80%，深度参与全球中间体—原药—制剂的全链条供应链体系，综合实力和国 际竞争力稳步增强。 创新能力稳步增强 智能制造初见成效 在技术装备领域，骨干企业积极推动工艺创新，与高校、装备制造企业紧密合作，实现了重要突破。其 中，万吨级 ...

Core Insights - The 2025 Aerospace Equipment Intelligent Manufacturing Innovation Development Conference was held in Yantai, focusing on the theme "Intelligent Manufacturing Leading the Future of Aerospace" with over 350 experts and representatives from various sectors attending [1][2] - The conference aims to enhance cooperation in the aerospace and high-end equipment manufacturing industries through collaboration agreements signed between the Yantai Intelligent Manufacturing Technology and Equipment Innovation Center and several key organizations [1][3] Group 1: Conference Overview - The conference was co-hosted by the Yantai Fushan District People's Government and Nanjing University of Aeronautics and Astronautics, featuring keynote speeches and discussions led by prominent figures including Chinese Academy of Engineering Academician Ma Yushan [1][2] - A series of over 20 high-quality thematic seminars were scheduled to address core topics such as precision manufacturing processes and intelligent equipment development [2] Group 2: Regional Development and Industry Focus - Yantai is recognized as a significant birthplace of modern Chinese industry and is the first northern city to exceed a GDP of 1 trillion yuan, aiming to become a central city in the Bohai Rim region by 2035 [3] - Fushan District has established itself as a vital growth area in Yantai's industrial landscape, focusing on automotive components and high-end equipment manufacturing, with industrial tax revenue exceeding 70% [3] Group 3: Future Directions - Fushan District plans to leverage the conference to deepen strategic collaborations with universities, research institutions, and leading enterprises, optimizing the industrial policy environment and enhancing service support throughout the product lifecycle [4] - The goal is to create an aerospace intelligent manufacturing ecosystem characterized by intelligence, sustainability, and integration, contributing to the nation's technological and manufacturing strength [4]

从人形机器人到先进制造装备，从数字化解决方案到人工智能创新应用，一批批智能制造前沿成果 持续突破工厂场景局限，走到大众身边。11月29日，为期3天的2025世界智能制造博览会在南京精彩落 幕。 作为推进全球智能制造领域交流合作的重要窗口，本届博览会不仅集中展示了全球智能制造领域的 最新成果，更成为推动供需对接、产业合作的重要力量。 11月27日，来自德国、新加坡、墨西哥、巴西、智利、俄罗斯、印度、巴基斯坦等35个国家和地 区的59家企业走进南京国际博览中心，带着采购需求与博览会展商面对面洽谈。多家企业现场达成初 步意向采购订单，金额6000万元，切实为企业拓展国际市场、深化跨国合作注入强劲动力。 本届博览会期间，共举办成果展示、路演、发布会、供需对接、专题会议及互动体验等共41场， 覆盖数字化转型路径、工业智能体生态构建等核心议题，精准契合行业发展痛点与未来趋势。 本届博览会还首次设置国际展区，菲尼克斯、霍尼韦尔、达索、费斯托等国际智能制造领域企业带 来全球领先的智能制造技术与解决方案，并开展供需对接，进一步促进国际先进技术在国内的交流与应 用。 11月27日至29日，来自南京大学、东南大学、南京航空航天大学 ...

NO.1长安汽车拟参与设立长安机器人公司 11月28日电，长安汽车发布公告称，公司董事会审议通过了《关于投资设立机器人公司的议案》。长安 天枢智能机器人科技有限公司由中国长安汽车集团有限公司、重庆长安汽车股份有限公司、辰致汽车科 技集团有限公司、重庆长安科技有限责任公司（以下简称长安科技）共同投资设立，注册资本4.5亿 元。其中，公司拟以自有资金出资2.25亿元，持股50%；公司全资子公司长安科技拟以自有资金出资 0.45亿元，持股10%。 点评：长安汽车拟设立新机器人公司，进一步推动其向智能制造和自动化领域的扩展。这一战略性投资 不仅标志着长安积极融入机器人产业的决心，也展现了其在创新产品与业务方案上的潜力。此举也为整 个汽车行业的转型升级提供了参考，激励其他企业加速探索新技术与新业态，推动行业整体的变革。 点评：大众汽车集团任命Ludwig Fazel为新战略负责人，凸显其加速电动化与智能化转型的决心。此举 或提振市场对传统车企转型预期的信心，相关零部件及新能源产业链公司估值有望获得重估。整体来 看，该人事变动强化了行业变革信号，或引导市场进一步聚焦汽车产业升级机遇。 NO.4雷军：小米汽车跨年购置税补贴 ...

Core Viewpoint - The coal mining machinery industry in China is experiencing significant growth driven by the ongoing national energy security strategy, with a projected market size of 4.63 billion yuan in 2024, reflecting an 11.03% year-on-year increase [1][7]. Overview - Coal mining machines are essential for underground mining operations, performing tasks such as rock breaking, loading, and transporting coal, thus providing efficient construction methods for mine development [1]. - The main types of coal mining machines include cantilever, vertical, and horizontal mining machines, with cantilever machines being the most widely used [1]. Development History - In the 1980s, China increased investment in the coal industry, leading to the development of various types of mining machines through domestic R&D rather than mere imitation [2]. - The 21st century saw rapid economic growth and increased coal demand, resulting in significant technological advancements in the industry, including the development of high-power mining machines suitable for complex geological conditions [2]. Market Policies - The Chinese government has implemented numerous policies to support the development of the coal mining machinery industry, creating a favorable environment for growth [5]. Industry Chain - The upstream of the coal mining machinery industry includes suppliers of raw materials and core components, while the midstream focuses on R&D, production, and manufacturing [6]. - The downstream market primarily consists of coal mining operations, with increasing demand for customized mining machines in various sectors, including shale gas extraction and emergency rescue [6]. Current Development - The demand for efficient and reliable mining machines is stable due to ongoing capacity construction and technological upgrades in large coal mines [7]. Competitive Landscape - The market concentration in the coal mining machinery sector is high, with leading companies like SANY Heavy Industry and XCMG dominating the market, accounting for a significant share of production [8][9]. Industry Representative Companies - SANY Heavy Industry reported a revenue of 12.24 billion yuan in the first half of 2025, with a gross profit of 2.899 billion yuan and a gross margin of 23.69% [9]. - XCMG Group achieved a revenue of 54.81 billion yuan in the same period, with a gross profit of 12.07 billion yuan and a gross margin of 22.03% [11]. Future Development Trends - Future advancements in mining machines will integrate technologies such as 5G and AI, moving towards fully automated operations and enhancing efficiency [12]. - The industry is also focusing on reducing energy consumption and pollution, aligning with national carbon reduction goals through the adoption of new energy sources and materials [12].

11月27日至29日，2025世界智能制造大会在南京举行。至此，大会与南京相约已有十年。立足行业 前沿，从起步探索到标杆引领，这里累计汇聚超万名行业精英，搭建交流平台百余场，见证并推动了领 域内技术创新突破、产业生态升级与跨领域合作深化。 站在行业灯塔最亮处，南京制造收获满满。一批具有本地特色、业界知名的智能制造典型标杆企业 涌现，中小企业主动数字化转型，以"智造"提升产业竞争力成为共识。目前，南京"两化"融合发展水平 达74.3，分别高出全国、全省平均水平10.7和5.1。 在世界智能制造大会具有里程碑意义的第十年，众多行业大咖、学者嘉宾发现，南京制造宣告一个 焕新时代的到来。 梯度跨越，领航制造最前沿 大会期间，工业和信息化部等六部门正式公布了我国首批15家领航级智能工厂名单，标志着我国智 能制造进入从数字化、网络化迈向智能化的关键跃升期。其中，南京钢铁股份有限公司榜上有名。 领航级智能工厂是什么样的？南京钢铁股份有限公司CIO、总裁助理孙茂杰举例，在南钢铁区一体 化中心，超百万个传感器构成的神经网络昼夜不息，这套"感知—分析—决策"闭环系统包含165个智能 化模型，让吨铁成本下降40余元，数智化为企业韧 ...

Core Insights - Two companies from Hubei, Changfei Fiber and Wuhan BOE, have been recognized as the first batch of "leading intelligent factories" in China, showcasing the province's strong position in the smart manufacturing sector [1][3] Group 1: Intelligent Manufacturing Recognition - The Ministry of Industry and Information Technology announced a list of 15 leading intelligent factories, with Hubei's two companies tying for the highest number of selections alongside Shanghai, Jiangsu, Shandong, and Zhejiang [1] - The leading intelligent factory designation represents the highest standard of intelligent manufacturing in China, integrating advanced technologies and management practices [2] Group 2: Company Highlights - Changfei Fiber's factory focuses on extreme craftsmanship and has developed an intelligent scheduling system that allows for the parallel production of hundreds of fiber optic cables, achieving a production rate of 10,000 kilometers in 72 hours without changing the preform [3][4] - Wuhan BOE's factory emphasizes efficiency, with an AI defect management system that ensures a product yield rate exceeding 98%, and it operates the largest single production line for liquid crystal displays globally [4] Group 3: Hubei's Smart Manufacturing Landscape - Hubei has established a comprehensive gradient cultivation system for intelligent factories, with a total of 2 leading, 24 excellent, 1,034 advanced, and 1,249 basic intelligent factories recognized to date [4]

在智能工厂建设中，中联玻璃以中国新一代浮法智能生产线为核心，依托现有工艺与装备基础，应用三 维建模与仿真技术开展全流程模拟分析与迭代优化，重点建设智能制造数字化车间。通过智能物流系 统，实现了从原料进厂、配料、熔炼到退火等制造环节的高效串联与协同运作，有力提升了生产效率和 产品质量。 今年，工业和信息化部公示的2025年度274家卓越级智能工厂项目中，中联玻璃凭借"精益高效的第二代 浮法玻璃智能工厂"项目成功入选，成为河南省6家上榜企业之一。目前，中联玻璃已实现产量620万重 箱、销量565万重箱，达成全年696万重箱销量目标的81%。该公司正铆足干劲，向年度产销目标发起冲 刺。 中联玻璃的奋进姿态，是睢阳区全力冲刺四季度的集中体现。数据显示，今年前三季度，睢阳区实现地 区生产总值251.7亿元，同比增长6.4%，高于全省0.8个百分点；全区经济呈现出持续巩固、稳健向好的 强劲发展态势，为实现全年目标奠定了坚实基础。 党的二十届四中全会提出，要构建以先进制造业为骨干的现代化产业体系。当前，睢阳区上下深入贯彻 落实党的二十届四中全会精神，加快构建"一轴两翼三区四带"发展格局，细化重大项目支撑和工作抓 手，在制造 ...

早 报 精 选 1、 中共中央政治局11月28日下午就加强网络生态治理进行第二十三次集体学习。中共中央总书记习近平在主持学习时强调，网络 生态治理是网络强国建设的重要任务，事关国家发展和安全，事关人民群众切身利益。要健全网络生态治理长效机制，着力提升治理 的前瞻性、精准性、系统性、协同性，持续营造风清气正的网络空间。 2、国务院安委会日前印发通知，部署开展高层建筑重大火灾风险隐患排查整治行动，聚焦有人员居住和活动的高层民用建筑（包括 居民住宅建筑和办公、医疗、商业等公共建筑）开展排查整治，特别是正在进行外墙改造施工和内部局部装修改造的高层民用建筑， 全面加强高层建筑消防安全管理，切实保障人民群众生命财产安全。 3、国家统计局发布数据显示，11月份，制造业采购经理指数（PMI）为49.2%，比上月上升0.2个百分点，景气水平有所改善。从 企业规模看，大型企业PMI为49.3%，比上月下降0.6个百分点，低于临界点；中、小型企业PMI分别为48.9%和49.1%，比上月上 升0.2个和2.0个百分点，均低于临界点。 4、财政部数据显示，1-10月，国有企业营业总收入683529.3亿元，同比增长0.9%；国有企业 ...

在109平方毫米的空间能够做什么？ "这里面集成了约190亿个晶体管，犹如在发丝上建造万丈高楼。"小米玄戒产品经理陈文聪用指尖轻轻 托起小米自主研发设计的3纳米制程手机处理器芯片玄戒O1介绍道。 "十五五"规划建议提出："强化企业科技创新主体地位""鼓励企业加大基础研究投入，促进创新链产业 链资金链人才链深度融合"。 以科技创新赋能高质量发展，从早期的销售模式创新、场景创新，到今天坚定不移推进自主创新，小米 集团15年发展之路，见证企业攀"高"向"新"的创新之力。 700摄氏度高温的液态合金注入模具，短短2分钟，一件小米汽车后地板压铸件便生产完成。 锚定创新：夯实向上生长的坚实底座 2024年，小米集团研发投入超240亿元，未来5年研发投入预计超2000亿元；研发人员总人数超2.4万 人，占公司员工总数近50%…… "厚积创新之力，我们持之以恒投入底层技术，将芯片、人工智能和操作系统确定为重点投入的三大技 术赛道。"小米集团创始人、董事长兼首席执行官雷军介绍，与此同时，他佩戴的小米人工智能眼镜正 进行实时记录。使用语音指令就能拍照、翻译、搜索信息，这一随身智能助手的诸多功能，依托于人工 智能大模型的能力。 " ...