《中国民航报》、中国民航网 记者钱擘 通讯员姚韵 报道：在近日举行的第七届工业互联网大赛中，东 航数科运行产品部、数据洞察部联合组队，携《航空公司机坪运行智能管控平台》从全国241个项目中 脱颖而出，获工业智能应用赛道三等奖。 东航数科参赛作品依托数字机坪系统，汇聚运行、数据洞察、机务、前沿技术、数据治理5个部门的创 新技术成果，聚焦机坪安全和资源调度主线，将无动力车定位技术、机务工装"享坪安"解决方案、飞机 牵引车智能避撞装置、发动机孔探损伤智能识别设备、机坪车辆全场景实时智能调度、国产民机AI数 据集建设等多个民航业独有和领先的新技术实践进行深度融合。参赛作品展现了东航数科出色的系统研 发和集成能力，体现了对物联网和智能技术领域的创新探索及生产应用能力。（编辑：许浩存 校对： 陈虹莹 审核：程凌） 第七届工业互联网大赛由国家工业信息安全发展研究中心主办，本次大赛以"联物·集数·赋能"为主题， 面向全社会各企事业单位、高等院校、科研院所等单位开放。赛事聚焦流程制造、离散制造、新兴产业 和工业智能应用四大数字化转型场景，设置对应赛道。 ...

Core Viewpoint - The 5G + Smart Factory project by Zhejiang Huangma Shangyi aims to address the challenges of multi-variety, small-scale, and intermittent production in the specialty industrial surfactant sector, enhancing production efficiency and competitiveness through digital transformation and the integration of new technologies [1][3]. Group 1: Project Background - The project is closely aligned with industry development needs and the company's strategic goals, focusing on the urgent demand for domestic products to replace imported high-end products in the specialty surfactant market [3]. - Zhejiang Huangma Technology, a leading company in the specialty surfactant field, has a production capacity of nearly 300,000 tons per year and is leveraging this project to enhance its core competitiveness and meet market demands for high-quality, low-cost products [3]. Group 2: Key Approaches - **5G Network Construction**: The project emphasizes the establishment of a comprehensive 5G network to support smart upgrades, ensuring stable high-speed connectivity across the factory for real-time data transmission [4][5]. - **Data Collection via 5G**: The integration of 5G technology allows for real-time, high-speed data collection from various production equipment and environmental monitoring points, significantly improving operational efficiency and safety [7][15]. Group 3: Industrial Internet Platform - The fusion of 5G with the industrial internet platform enables real-time data transmission from equipment and sensors, creating a vast industrial data resource pool for enhanced data processing and analysis [10][16]. - This platform facilitates collaboration across different departments and supply chain partners, breaking down information silos and improving overall operational efficiency [12][16]. Group 4: Results and Impact - The implementation of 5G technology has led to significant improvements in production efficiency, management levels, and product quality, enabling the company to achieve a high degree of automation and intelligent decision-making [5][16]. - The project supports proactive maintenance and real-time monitoring of equipment health, thereby reducing downtime and enhancing equipment utilization [10][16].

Core Viewpoint - CITIC Heavy Industries has shown a significant stock performance with a year-to-date increase of 54.40%, reflecting strong market interest and trading activity [1]. Group 1: Stock Performance - As of December 25, CITIC Heavy Industries' stock price reached 6.44 CNY per share, with a trading volume of 1.59 billion CNY and a market capitalization of 29.49 billion CNY [1]. - The stock has experienced a 3.70% increase over the last five trading days, a 1.53% decrease over the last 20 days, and a 20.37% increase over the last 60 days [1]. - The company has appeared on the trading leaderboard eight times this year, with the most recent appearance on October 27, where it recorded a net buy of 191 million CNY [1]. Group 2: Company Overview - CITIC Heavy Industries, established on January 26, 2008, and listed on July 6, 2012, is located in Luoyang, Henan Province, and specializes in heavy equipment, engineering solutions, robotics, and energy-saving equipment [2]. - The company's revenue composition includes 56.17% from mining and heavy equipment, 20.39% from new energy equipment, 18.23% from special materials, and 5.21% from robotics and intelligent equipment [2]. - The company operates within the mechanical equipment sector, specifically in specialized equipment for energy and heavy machinery [2]. Group 3: Financial Performance - For the period from January to September 2025, CITIC Heavy Industries reported a revenue of 5.91 billion CNY, reflecting a year-on-year growth of 0.49%, and a net profit attributable to shareholders of 285 million CNY, with a growth of 0.27% [2]. - The company has distributed a total of 1.10 billion CNY in dividends since its A-share listing, with 304 million CNY distributed over the past three years [3]. Group 4: Shareholder Information - As of September 30, 2025, CITIC Heavy Industries had 109,100 shareholders, a decrease of 19.13% from the previous period, with an average of 41,711 circulating shares per shareholder, an increase of 23.66% [2]. - Notable institutional shareholders include E Fund National Robot Industry ETF and Huaxia CSI Robot ETF, with significant holdings and recent increases in shares [3].

12月25日，中船防务盘中上涨2.22%，截至09:54，报28.50元/股，成交1.70亿元，换手率0.74%，总市值 402.85亿元。 资金流向方面，主力资金净流出548.82万元，特大单买入1194.21万元，占比7.00%，卖出1576.63万元， 占比9.25%；大单买入2919.89万元，占比17.13%，卖出3086.29万元，占比18.10%。 中船防务今年以来股价涨21.02%，近5个交易日涨5.13%，近20日跌5.13%，近60日涨9.24%。 中船防务所属申万行业为：国防军工-航海装备Ⅱ-航海装备Ⅲ。所属概念板块包括：航母产业、海工装 备、工业互联网、航天军工、基金重仓等。 截至9月30日，中船防务股东户数7.59万，较上期减少3.14%；人均流通股0股，较上期增加0.00%。2025 年1月-9月，中船防务实现营业收入143.15亿元，同比增长12.83%；归母净利润6.55亿元，同比增长 249.84%。 分红方面，中船防务A股上市后累计派现17.63亿元。近三年，累计派现2.59亿元。 机构持仓方面，截止2025年9月30日，中船防务十大流通股东中，富国中证军工龙头ETF（51 ...

Core Insights - The National Energy Administration reported that the total electricity consumption in China reached 9.46 trillion kilowatt-hours from January to November, marking a year-on-year growth of 5.2% [1] - In November alone, electricity consumption was 835.6 billion kilowatt-hours, with a year-on-year increase of 6.2%, which is 3.4 percentage points higher than the same month last year [1] - The 2026 National Energy Work Conference projected that total electricity consumption in China is expected to exceed 10 trillion kilowatt-hours by 2025, which is approximately double the total for 2015 [1] Industry Breakdown - The electricity consumption in the primary industry reached 137.4 billion kilowatt-hours, growing by 10.3% year-on-year; the secondary industry consumed 6,043.6 billion kilowatt-hours, with a growth of 3.7%; and the tertiary industry consumed 182.04 billion kilowatt-hours, increasing by 8.5% [2] - High-tech and equipment manufacturing industries saw a combined electricity consumption growth of 6.4% year-on-year, indicating a rise in new economic momentum [2] - In November, electricity consumption in high-tech and equipment manufacturing grew by 6.7%, surpassing the average growth rate of the manufacturing sector by 2.5 percentage points [2] Investment and Production - Increased investment is leading to a surge in orders for equipment manufacturing companies, which in turn drives up electricity consumption as factories operate more intensively [3] - The National Development and Reform Commission has approved over 8,400 projects to support equipment upgrades, leading to total investments exceeding 1 trillion yuan [2][3] Sector-Specific Growth - The electricity consumption for internet data services surged by 43.3% year-on-year from January to November, with November alone seeing a 43.1% increase [4] - The charging service industry experienced a 48.3% growth in electricity consumption, with November's growth rate reaching 60.2%, significantly higher than the previous year [4] - The rapid development of new infrastructure such as 5G networks, big data, and cloud computing has contributed to the substantial increase in electricity consumption in these sectors [4] Electric Vehicle Impact - The rise in electricity consumption in the charging service sector is closely linked to the rapid expansion of electric vehicle ownership and supporting infrastructure [5] - In November, 1.823 million electric vehicles were sold, accounting for 53.2% of total vehicle sales, indicating a significant shift towards electrification in the automotive market [5] - As of November 2025, the total number of electric vehicle charging facilities reached 19.322 million, a year-on-year increase of 52% [6]

12月24日，中船防务盘中上涨2.00%，截至13:47，报28.04元/股，成交4.35亿元，换手率1.92%，总市值 396.35亿元。 资金流向方面，主力资金净流入2099.63万元，特大单买入3657.80万元，占比8.40%，卖出1535.55万 元，占比3.53%；大单买入9890.26万元，占比22.72%，卖出9912.88万元，占比22.77%。 中船防务今年以来股价涨19.07%，近5个交易日涨2.30%，近20日跌6.19%，近60日涨7.43%。 今年以来中船防务已经1次登上龙虎榜，最近一次登上龙虎榜为11月26日，当日龙虎榜净买入-6217.25 万元；买入总计1.68亿元 ，占总成交额比6.70%；卖出总计2.30亿元 ，占总成交额比9.18%。 中船防务所属申万行业为：国防军工-航海装备Ⅱ-航海装备Ⅲ。所属概念板块包括：航母产业、海工装 备、工业互联网、航天军工、基金重仓等。 截至9月30日，中船防务股东户数7.59万，较上期减少3.14%；人均流通股0股，较上期增加0.00%。2025 年1月-9月，中船防务实现营业收入143.15亿元，同比增长12.83%；归母净利润6.55 ...

Core Viewpoint - Huatong Cable has shown significant stock performance with a year-to-date increase of 180.02%, despite a recent decline of 4.60% over the past five trading days [1]. Group 1: Stock Performance - As of December 24, Huatong Cable's stock price reached 32.53 CNY per share, with a market capitalization of 16.623 billion CNY [1]. - The stock has experienced a trading volume of 1.40 billion CNY, with a turnover rate of 0.87% [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the latest instance on December 18, where it recorded a net buy of -206 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Huatong Cable achieved a revenue of 5.344 billion CNY, reflecting a year-on-year growth of 13.30% [2]. - The net profit attributable to shareholders for the same period was 257 million CNY, which represents a year-on-year decrease of 7.38% [2]. Group 3: Shareholder Information - As of September 30, 2025, Huatong Cable had 15,900 shareholders, an increase of 38.48% compared to the previous period [2]. - The average number of circulating shares per shareholder was 31,653, a decrease of 28.25% [2]. - The company has distributed a total of 107 million CNY in dividends since its A-share listing, with 94.469 million CNY distributed over the past three years [3].

Core Viewpoint - Jack Technology's stock has shown a mixed performance in recent trading, with a year-to-date increase of 30.90% but a decline of 3.40% over the last five trading days [1] Group 1: Stock Performance - As of December 24, Jack Technology's stock price is 39.25 CNY per share, with a market capitalization of 18.7 billion CNY [1] - The stock has experienced a trading volume of 29.83 million CNY, with a turnover rate of 0.16% [1] - Year-to-date, the stock has risen by 30.90%, but it has decreased by 3.40% in the last five trading days and 16.10% over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Jack Technology reported a revenue of 4.967 billion CNY, representing a year-on-year growth of 5.53% [2] - The net profit attributable to shareholders for the same period was 682 million CNY, reflecting a year-on-year increase of 10.06% [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Jack Technology has increased to 13,500, a rise of 34.46% from the previous period [2] - The average number of circulating shares per shareholder is 34,969, which is a decrease of 25.59% from the previous period [2] - The company has distributed a total of 1.402 billion CNY in dividends since its A-share listing, with 752 million CNY distributed in the last three years [3]

Core Viewpoint - The stock of Lijun Thermal Energy has shown significant growth this year, with a year-to-date increase of 65.28%, despite recent fluctuations in trading volume and net capital outflow [1][2]. Group 1: Stock Performance - As of December 24, Lijun Thermal Energy's stock price reached 67.50 CNY per share, with a market capitalization of 6.142 billion CNY [1]. - The stock has experienced a 3.81% increase over the last five trading days, a 9.33% increase over the last 20 days, and a 27.36% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on December 16, where it recorded a net buy of -27.3624 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Lijun Thermal Energy reported a revenue of 522 million CNY, reflecting a year-on-year decrease of 12.29%, and a net profit attributable to shareholders of 56.2961 million CNY, down 60.49% year-on-year [2]. - The company has distributed a total of 227 million CNY in dividends since its A-share listing [3]. Group 3: Shareholder Information - As of December 19, the number of shareholders for Lijun Thermal Energy was 5,156, a decrease of 20.07% from the previous period, while the average circulating shares per person increased by 25.12% to 4,412 shares [2]. - Notably, two funds, Taikang Quality Life Mixed A and Taikang Strategy Preferred Mixed, have exited the list of the top ten circulating shareholders as of September 30, 2025 [3]. Group 4: Company Overview - Lijun Thermal Energy, established on June 27, 2006, is located in Huzhou, Zhejiang Province, and specializes in the research, production, and sales of hot water and steam boilers, primarily serving heating, domestic water supply, and industrial steam needs [1]. - The company's revenue composition is primarily from industrial boilers (93.56%), with maintenance and energy management accounting for 6.17%, and other sources contributing 0.27% [1].

Core Viewpoint - The company, Hebei Huatong Cable Group Co., Ltd., is experiencing a rise in stock price and has a significant overseas revenue share, benefiting from the depreciation of the RMB [1][4]. Group 1: Company Overview - Hebei Huatong Cable Group was established on June 21, 2002, and went public on May 11, 2021, focusing on the research, production, and sales of electrical cables [8]. - The main business revenue composition includes electrical cables and others at 87.20%, continuous pipes and operational devices at 9.73%, and other supplementary items at 3.07% [8]. - The company operates in the power equipment sector, specifically in cable components and other related areas, and is involved in various concept sectors such as industrial internet, oil and gas exploration, smart grid, and China-Russia trade [8]. Group 2: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 5.344 billion yuan, representing a year-on-year growth of 13.30%, while the net profit attributable to shareholders was 257 million yuan, a decrease of 7.38% year-on-year [8]. - The company has distributed a total of 107 million yuan in dividends since its A-share listing, with cumulative distributions over the past three years amounting to 94.4695 million yuan [9]. Group 3: Market Activity - On December 23, the stock price of Huatong Cable increased by 1.24%, with a trading volume of 317 million yuan and a turnover rate of 1.98%, leading to a total market capitalization of 16.296 billion yuan [1]. - The company has seen a net inflow of 21.7312 million yuan from major investors today, marking a continuous increase in investment over the past two days [5][6].