（来源：天津日报） 转自：天津日报 "以数智赋能、技改绿改、市场化合作为抓手，增强存量增量项目后劲支撑，促进传统产业加快升级、 新兴和未来产业培育壮大。""推动产业数智化转型赋能。"政府工作报告和"十五五"规划纲要草案中多 次提到"智能化""数智化"等内容。市两会中，以智能制造为引领、推动产业焕新升级，持续成为代表委 员的关注议题，大家结合自己的深入调研、行业思考、科研实践，纷纷为天津"智造"建言献策。 市人大代表，市政府副秘书长，天津滨海高新区党委书记、管委会主任杨柳 打造国家自主创新示范区"升级版" 市人大代表，一飞智控（天津）科技有限公司创始人、首席科学家齐俊桐 为智能制造注入创新动能 "政府工作报告紧扣'高质量发展'主线，其中对培育新质生产力、升级建设天开园以及推动制造业转型 升级的部署，精准务实、鼓舞人心。"市人大代表，一飞智控（天津）科技有限公司创始人、首席科学 家齐俊桐表示。 作为国家自主创新示范区，天津滨海高新区聚集了一批高能级创新平台和众多创新型企业，科技型上市 企业全市占比近30%，涌现了大量高水平成果，创新生态持续优化。 "创新为高新区高质量发展提供了不竭动力，我们积极推动科技创新与产业 ...

投资逻辑 公司基本盘复苏，国产替代打开主业增长空间。谐波减速器是技术 密集型行业，材料、加工工艺、加工设备等方面均存在较高技术壁 垒，以公司为首的国产谐波减速器厂商经过多年发展，打破了国际 品牌在国内机器人谐波减速器领域的垄断、并持续深化国产替代。 公司技术+成本优势领先，中商情报局披露，2024 年公司市占率 达到全球 12%，位居全球第二，国产第一。受公共安全事件结束和新 能源汽车、3C 电子等下游需求拉动影响，2024-2025 年行业持续回 暖，国家统计局披露，2024/2025 年中国工业机器人产量分别同比提 升 14.2%/28.0%，2025 年产量达到 77 万台，创历史新高。 人形机器人风口将至，公司是人形领域谐波减速器的龙头。人形机 器人市场随着 AI 技术的进步和以特斯拉为首的科技巨头加码，有望 迎来快速爆发，人形机器人自由度有持续增长趋势，将带动谐波减 速器行业数倍增长的需求。以特斯拉 Optimus 为例，单台人形机器 人谐波减速器需求量为 14 台，后续有望提升到 20 个以上。国产厂商 具备较强的创新及降本能力，相对优势显著，有望充分受益人形机 器人市场爆发带来的产业机遇。公司在 ...

Group 1 - The company, Hongsheng Huayuan, expects a net profit attributable to shareholders of 348 million to 400 million yuan for 2025, representing a year-on-year growth of 51.22% to 73.82% [1] - The company is a leading player in the domestic transmission tower sector, with its products widely used in ultra-high voltage and new energy transmission projects [1] - Hongsheng Huayuan is actively expanding its international market presence, successfully winning key projects in Oman, Tanzania, Australia, and Tajikistan, which enhances its global influence [1] Group 2 - The company is implementing smart manufacturing and lean production management to reduce costs and improve efficiency, leading to a significant increase in gross profit margin [2] - A three-year action plan for smart manufacturing is being executed, focusing on digital management of the entire production process and automation of key processes [2] - The national grid's fixed asset investment during the 14th Five-Year Plan is expected to reach 4 trillion yuan, a 40% increase from the previous plan, with a focus on ultra-high voltage transmission and smart distribution networks [2]

4.【纵横股份自研吨级无人机"云龙-1P"首飞成功】据纵横股份消息，1月27日上午9时，由纵横股份 长三角智能制造基地自主研发的云龙-1P无人机，在西北某试验场圆满完成了首次飞行试验。"云 龙-1P"无人机是纵横股份面向未来广阔民用市场打造的新一代吨级通用平台。该机型采用高效稳定 的双尾撑布局，集高载重、强适应与卓越经济性于一体。其最大起飞重量可达1200千克，有效任务 载荷能力高达350千克，并具备在4500米高原机场起降部署的强大能力，能够适应高原、岛礁等复杂 环境作业需求。（每日经济新闻） 更多智能制造产业资讯…… 扫码可订阅产业日报 1.【Figure发布新一代人形机器人Helix 02】Figure AI发布新一代人形机器人Helix 02，首次实现单 一神经网络对机器人全身的自主控制。Figure指出，在一项持续4分钟的自主任务中，机器人流畅地 完成了61个移动操控动作，借助触觉传感和掌心摄像头实现了灵巧的动作，并协调运用了臀部、脚 部、手部和手臂等全身肌肉。（网易） 2.【科学家研制出"永不沉没"的金属管】制造出"永不沉没"的船只是工程师们一直以来的希望。为实 现这一目标，美国罗切斯特大学光学研 ...

Core Viewpoint - The company, Shangong Shenbei Group, has announced an expected loss in its performance, indicating it is facing significant challenges in the sewing equipment and smart manufacturing sectors [1][4]. External Environment - The global economic growth is slowing down, leading to weakened demand in key markets, which directly impacts Shangong Shenbei's core high-end equipment manufacturing business [1][4]. - Downstream customers are becoming more cautious in their investment decisions, resulting in delays or reductions in orders, thereby exerting pressure on the company's short-term revenue [1][4]. Industry Competition - The ongoing intensification of competition within the industry is identified as a contributing factor to the company's expected losses [1][4]. - Market competition is not only focused on pricing but also on technological innovation, service responsiveness, and comprehensive solution capabilities [1][4]. - Despite maintaining a technological lead in certain niche areas, the fierce competition is continuously squeezing profit margins [1][4]. Internal Operations and Strategic Transition - The company's internal operations and investments in strategic transformation are reflected in the performance forecast [1][4]. - Shangong Shenbei has been advancing its transition towards smart manufacturing and digitalization, which requires sustained funding and resource support for R&D, new business development, and global resource integration [1][4]. - Such strategic investments typically have long payback periods, which may burden overall profit performance in the short term [1][4]. Historical Investments and Asset Adjustments - Some of the company's historical investments or asset projects may be in a phase of adjustment and digestion, as part of the natural growth process involving exploration of emerging fields [2][5]. - Certain projects have not met expected return targets under specific market conditions, necessitating restructuring and adjustments to optimize asset structure and focus on core business areas [2][5]. Management Response - In response to current performance pressures, the management has shown a proactive stance by enhancing internal operational efficiency through refined management and cost control [2][6]. - The company is also adjusting its market strategy to focus more on business segments and market areas with competitive advantages and high growth potential [2][6]. Long-term Outlook - The short-term fluctuations in performance have not diminished the industry's recognition of Shangong Shenbei's long-term technological accumulation and brand value [2][6]. - The company's core technological capabilities in industrial sewing automation and aerospace equipment remain crucial assets for risk mitigation and future market recovery [2][6]. - The future trajectory of the global economy and manufacturing cycles, along with the effectiveness of the company's strategic adjustments, will be key determinants of whether Shangong Shenbei can quickly emerge from its current downturn and return to a growth path [2][6].

Core Viewpoint - Under the dual drive of "dual carbon" goals and global industrial chain restructuring, Chinese private enterprises are accelerating their technological innovation and green transformation efforts [1] Group 1: Innovation and Development - Junzheng Group is building a comprehensive innovation system centered around innovation studios, focusing on "technical breakthroughs, talent aggregation, and ecological co-prosperity" to drive high-quality development [1] - The company has established a multi-level innovation ecosystem, including one autonomous region-level and three city-level innovation studios, and has formed efficient collaboration with two regional R&D centers and one technical center [1][2] - Junzheng Group employs a "dual-drive" mechanism to combine internal innovation vitality with external intellectual resource introduction, continuously activating the company's internal innovation momentum [1] Group 2: Circular Economy and Green Development - The innovation studios focus on key links in the industrial chain, engaging in process optimization, equipment upgrades, and clean production [2] - Junzheng Group has created a full-chain industry-academia-research cooperation network in the circular economy field, significantly improving project response speed and implementation efficiency through a collaborative mechanism with research institutions [2] - The company has pioneered a green low-carbon route for coal-based biodegradable plastics, achieving a closed-loop operation with zero emissions and waste through innovative processes [2] Group 3: Future Goals and Talent Development - By 2025, Junzheng Group aims to advance technology breakthroughs across the entire coal chemical industry chain through a collaborative innovation model [3] - The company emphasizes talent development by establishing a comprehensive growth pathway for innovation talent, including regular technical training and cross-field exchanges [3] - Junzheng Group is collaborating with Huawei to create a digital platform and upgrade its SAP ERP system to enhance business process automation and efficiency [3]

Core Viewpoint - Delong Laser (688170.SH) aims to enhance its long-term development strategy by collaborating with professional investment institutions to diversify investment channels and improve investment returns and asset management capabilities [1] Investment Details - The company plans to invest 10 million yuan as a limited partner to subscribe for 2.8986% of the initial fund shares of Yuanhe Zhongyuan Zhanxin Fund, which is still in the fundraising stage [1] - The total subscription amount and the company's share in the fund will depend on the final fundraising completion [1] Investment Focus - The fund will primarily invest in innovative areas related to core next-generation information technology and future communications, including but not limited to future communications, semiconductors, cloud computing, artificial intelligence, and the Internet of Things [1] - Additionally, the fund will focus on technology-driven application scenarios such as AI + robotics, smart manufacturing, and smart energy [1]

南财智讯1月28日电，江苏北人发布业绩预亏公告，预计2025年年度实现归属于母公司所有者的净利 润-7,813.74万元左右。智能制造整体解决方案业务方面，国内订单战略调整，主动放弃部分低毛利订单 及风险客户，导致国内订单规模收缩，本报告期转化订单的营收及毛利率同比降低；海外订单转化周期 较长，战略切换期内相关收入尚未在本报告期确认。工商业储能业务方面，行业竞争加剧、政策环境收 紧、市场价格下行、终端客户经营稳定性不足及支付信用风险上升，导致商业模式与收益模型未达预 期，已连续三个会计年度未能盈利；2025年国家及地方电价政策重大调整、技术标准和管理要求持续升 级、各地执行细则存在差异，导致存量项目面临整改或关停、新项目审批周期延长、合规成本增加，下 游市场需求增速放缓，行业竞争进一步加剧，外部资产持有方持谨慎观望态度，储能资产出售困难、处 置效率远低于预期，形成资产沉淀与资金压力；公司决定对储能业务实施战略性收缩关停，不再开展新 的储能产品生产与销售，不再新增储能资产持有，并对存量储能资产及相关业务进行有序清理与退出； 根据《企业会计准则第8号——资产减值》《企业会计准则第1号——存货》及相关监管要求，公司 ...

Core Viewpoint - The Shanghai Aerospace Equipment Manufacturing Factory has been recognized as one of the first 15 "Leading Smart Factories" in China, representing the highest level of intelligent manufacturing both domestically and globally. This initiative aims to seize opportunities in industrial intelligence development and build competitive advantages in future manufacturing [1][12]. Group 1: Digital Transformation and Efficiency - The time required to compile quality documentation for a rocket has been reduced from approximately 7 days to just 5 minutes through digitalization and networking [2][3]. - Each product, from rockets to screws, is assigned a unique "digital ID" that tracks its entire lifecycle, enabling real-time data access and quality assurance [3][5]. - The factory's digital transformation has led to a 40% increase in production efficiency and an 80% localization rate of intelligent manufacturing equipment [11][12]. Group 2: Supply Chain and Industry Collaboration - The factory emphasizes the importance of a responsive supply chain to maintain competitiveness in the commercial aerospace sector, advocating for a "full-process chain movement" that integrates R&D, production, and supply chain operations [5][11]. - The establishment of a collaborative R&D approach with domestic equipment suppliers has led to advancements in critical manufacturing technologies, such as high-precision mirror milling [11]. Group 3: AI Integration and Advanced Manufacturing - The average AI application penetration rate among the first batch of leading factories exceeds 70%, with over 6,000 AI models and more than 1,700 advanced manufacturing equipment and industrial software applications [9][10]. - The integration of AI into manufacturing processes has transitioned from automation to autonomy, enhancing capabilities in production scheduling, online inspection, and quality control [10]. Group 4: Broader Impact and Future Initiatives - The initiative has already facilitated the digital transformation of over 1,300 factories, showcasing the replicable success of smart manufacturing practices across the industry [12]. - Starting in 2024, a multi-departmental effort will be launched to cultivate smart factories across four levels, with leading factories representing the highest tier [12].

当一座"制造之城"向人工智能张开双臂，会碰撞出怎样的火花？1月27日，第二届"AI宁波"人工智能赋 能产业大赛总决赛在宁波举行。这场吸引全球优秀创新团队参与的科技竞技，见证了前沿技术与产业需 求间的激烈碰撞与深度融合。最终，"ARVR智能眼镜模组"项目脱颖而出，摘得特等奖，并将获得2000 万元的"投拨联动"支持。 "初创项目的落地离不开资金、人才，也离不开政策扶持。宁波在这方面有特别好的营商环境和创新生 态，还有很强的硬科技的孵化实力。让我们对项目的未来充满信心！"张博士表示，接下来将在宁波加 速光模块AI技术的产业孵化，推动这个项目的加速落地，未来还打算和宁波乃至浙江的本土制造业企 业做更多的结合和赋能。 截至目前，参与大赛的项目中有103个申报项目选择注册落地宁波，69个项目共获融资32.8亿元，融资 超亿元项目达13个。"这么多人才慕名而来，这么多资本纷至沓来，这既体现了人工智能蓬勃发展之 势，更彰显了宁波独特的城市吸引力，资本看好宁波！人才青睐宁波！"活动承办方、宁波人才发展集 团有限公司副总经理陈斌说。 不止于赛事，宁波打造AI人才"无忧"生态 以赛引才，未完待续。面向全球AI领域人才，宁波当场推 ...