最"厉害"的中国工厂正式亮相。 近日，工业和信息化部发布首批15家"2025年度领航级智能工厂培育名单"，上海航天设备制造总厂有限 公司（以下简称"上海航天设备制造总厂"）顺利入选。 领航工厂被视为代表着中国乃至全球智能制造的最高水平。培育领航工厂，是我国抢抓产业智能化发展 机遇、构筑未来制造竞争优势的战略举措。 航天设备的领航工厂什么样？大国重器的生产发生了哪些变革？近日，记者进行了实地探访和采访。 全生命周期的数字化，正在从工厂内延伸到供应链。 当前，航天任务需求正发生深刻变化。一方面，国家航天任务对高密度发射、高可靠性的要求不断提 升；另一方面，商业航天蓬勃发展，对成本控制的敏锐度和供应链的响应速度提出了前所未有的挑战。 "光自己干得快没用，供应链得跟上。"程辉直言，要在商业航天时代保持竞争力，不能只是厂内闭环， 必须实现"全流程链动"。 每颗螺钉都有"身份证" 数字化网络化是智能化的基础 一发运载火箭，零部组件以"数十万计"。传统模式下，为了完成一份整机质量资料的汇总，质量师、工 艺员得在浩如烟海的纸质单据和分散的系统之间来回"搬运"，平均要花上约7天。 而在上海航天设备制造总厂的智能工厂里，这一时间 ...

Group 1 - The visit of UK Prime Minister Starmer to China from January 28 to 31 marks the first visit by a UK Prime Minister since Theresa May in February 2018, highlighting the importance of UK-China relations amid increasing geopolitical tensions [1][2] - The UK delegation includes over 50 executives from major British companies across various sectors such as finance, pharmaceuticals, and manufacturing, indicating a strong interest in enhancing bilateral economic ties [2][6] - The Chinese Ministry of Commerce is preparing to sign trade and investment cooperation documents during the visit, aiming to create new growth points in UK-China economic cooperation [2][6] Group 2 - The visit is seen as a significant step towards restoring UK-China relations, which had faced challenges since the "Golden Era" began in 2015, with the current government seeking to improve bilateral ties [3][4] - Economic cooperation is a primary focus, with the UK aiming to revitalize its economy and improve living standards through enhanced trade with China, which is a key trading partner [6][7] - The UK is looking to diversify its partnerships and strengthen its economic position in light of tensions with the US, making cooperation with China increasingly vital [4][5] Group 3 - The UK has over 500 Chinese enterprises operating within its borders, showcasing the diverse and growing nature of UK-China economic collaboration [7] - Key areas for cooperation include traditional manufacturing, financial services, and emerging sectors like green transformation and digital economy, which align with China's high-level opening-up strategy [7][8] - The UK's ability to formulate an independent China policy post-Brexit allows it to focus on sectors where it can gain the most benefit, such as healthcare and renewable energy [8]

Core Viewpoint - The company is actively advancing its digital transformation and smart manufacturing initiatives, leveraging industrial internet platforms and new generation information technologies such as AI, 5G, and big data [1] Group 1: Digital Transformation - The company is deepening its digital construction efforts [1] - It is implementing smart manufacturing practices [1] - The company utilizes industrial internet platforms as foundational support [1] Group 2: Technology Integration - The company applies advanced technologies including AI, 5G, and big data [1] - It employs various systems such as MES, SCADA, APS, QMS, and ERP to enhance production processes [1] - The focus is on achieving process-oriented and flexible manufacturing [1] Group 3: Smart Decision-Making - The company aims for intelligent diagnosis and decision-making in production processes [1]

据港交所官网，上海君屹工业自动化股份有限公司(以下简称上海君屹)日前首次向港交所提交了IPO(首 次公开募股)申请文件，国泰海通为独家保荐人。 根据招股书(申请版本，下同)，上海君屹拟将此次港股IPO募集资金分别用于新能源及汽车智能制造技 术研发、拓展海外市场并执行公司的全球化策略、潜在战略投资及收购、部分偿还若干计息银行借款以 及营运资金及一般公司用途。 《每日经济新闻》记者(以下简称每经记者)梳理上海君屹招股书发现，公司自我定位为一家机器人自动 化系统及解决方案的知名集成商，但其在行业内的市场份额较低——在"新能源电池模组及PACK自动 化生产线解决方案"市场中位列中国公司第11位，市场份额仅1.3%。 与此同时，公司虽强调全球扩张，且执行全球化策略为公司募投项目之一，但其海外收入占比已经从 2023年的46.9%骤降至2025年前三季度的18.3%。 此外，虽然上海君屹2023年至2025年前三季度的净利润均为正且均同比增长，但公司经营活动产生的现 金流量净额波动较大，甚至在2023年录得-1.05亿元，或体现出公司"造血"能力仍有不足。 海外收入占比持续下滑 上海君屹是一家机器人自动化系统及解决方案集 ...

Group 1: UK-China Relations - The visit of UK Prime Minister Starmer to China from January 28 to 31 marks the first visit by a UK Prime Minister since Theresa May in February 2018, highlighting the importance of UK-China relations amid increasing geopolitical tensions [1][2] - The UK government aims to develop a coherent, sustainable, and strategic relationship with China, emphasizing the need for enhanced political trust and practical cooperation [1][2] - The visit is seen as a significant step towards restoring UK-China relations to a positive trajectory, with both sides expressing a commitment to mutual benefits and cooperation [3][4] Group 2: Economic Cooperation - Starmer will be accompanied by over 50 executives from major UK companies across various sectors, indicating a strong interest in deepening bilateral economic ties [2][6] - The Chinese Ministry of Commerce is preparing to sign trade and investment cooperation documents during the visit, aiming to create new growth points in UK-China economic cooperation [2][6] - The UK is China's third-largest trading partner in Europe, with bilateral trade expected to reach $103.7 billion by 2025, and service trade projected to exceed $30 billion [6][7] Group 3: Industry Focus - Key areas for cooperation include finance, high-end manufacturing, green energy, and healthcare, reflecting the UK's strengths and China's market opportunities [6][7][8] - The UK aims to leverage its post-Brexit autonomy to establish a more favorable policy towards China, focusing on sectors like healthcare and renewable energy where both countries can benefit [8] - There is a push for collaboration in traditional manufacturing, financial services, and emerging sectors like digital economy and green transition, with an emphasis on turning cooperation potential into tangible outcomes [7][8]

Investment Rating - The report maintains a "Buy" rating for Midea Group [5] Core Insights - Midea Group has successfully acquired KUKA, establishing a strong foothold in the industrial robotics sector, and is building an integrated automation industry system through self-research, international mergers, and ecological collaboration [1][12] - The industrial robotics market is highly concentrated, with the top five companies accounting for 42.8% of global revenue in 2023, and Midea ranks third with a market share of 8.9% [2][43] - Midea's robotics division is expected to see a significant increase in valuation as the market reassesses the value of its B-end business, with the overall P/E ratio currently lower than its peers [3] Summary by Sections 1. Robotics and Automation Business - Midea has completed a comprehensive acquisition of KUKA, securing a controlling stake and integrating its operations [1][12] - The acquisition process involved multiple stages, culminating in Midea holding 100% of KUKA's shares by 2022, with a total payment of approximately €3.7 billion [12][13] - KUKA's product structure includes industrial robots, mobile platforms, welding equipment, and system integration, catering to various industries such as electric vehicles and healthcare [1][21] 2. Industrial Robotics Industry - The industrial robotics industry is characterized by long-chain cooperation, with significant technological barriers in upstream components like controllers and servo systems, which account for about 70% of the total cost [2][33] - The market is projected to grow from ¥1,102 billion in 2017 to ¥1,421 billion in 2023, with a CAGR of 7.9% expected until 2027 [38] - Midea's market share in heavy-duty industrial robots is particularly strong, ranking second globally in both sales and revenue [43] 3. Competitive Landscape - The competitive landscape is dominated by the "Four Families" of industrial robots: ABB, FANUC, Yaskawa, and KUKA, which hold significant market shares and technological advantages [2][43] - Midea's robotics division is positioned to enhance its market share and stability by focusing on R&D and expanding its customer base in China [3][43] - The report highlights the need for Midea to improve its valuation in the robotics sector, as its current P/E ratio is significantly lower than that of its competitors [3]

美的历经全面要约、控股收购与退市计划三步推进，完成全球机器人龙头 库卡的控股与战略整合。美的机器人战略自引进到控股，构建"自主研发 +国际并购+生态协同"一体化自动化产业体系。KUKA 自 1898 年创立以 来，历经焊接设备扩展、工业机器人研发突破及自动化系统整合发展，成 功转型为全球领先的智能自动化解决方案提供商。产品结构：KUKA 的产 品体系以工业机器人为核心，向移动平台、焊接设备、系统集成、机队管 理、教育培训与软件生态等方向纵深拓展。客户群体：覆盖新能源车、电 池、电商零售至医疗健康，库卡构建起多行业适配的自动化客户群体系。 ➢ 工业机器人行业：长链合作，"四大家族"优势领先。 美的集团（000333.SZ） 美的系列报告一：机器人与自动化业务，迈向智造未来 ➢ 机器人与自动化业务：要约收购 KUKA，成功布局工业机器人业 务。 证券研究报告 | 公司深度 gszqdatemark 2026 01 27 年 月 日 | 买入（维持） | | | --- | --- | | 股票信息 | | | 行业 | 白色家电 | | 前次评级 | 买入 | | 01 月 22 日收盘价（元） | 77.49 ...

（编辑 任世碧） 证券日报网讯 1月27日，南玻A在互动平台回答投资者提问时表示，公司深耕节能玻璃领域多年，并将 在该领域的技术积淀应用于家装玻璃，推动家装玻璃的节能分级升级，努力使家装玻璃不只是简单的装 修配件，而且是能兼具节能、保温、耐用属性的家居耐用品；同时，公司打造专属家装子品牌矩阵；提 升智能制造水平，通过先进的工艺技术、更高效的响应速度和更优质的服务，提升品牌知名度和市场占 有率。 ...

截至发稿，罗文杰累计任职时间12年284天，现任基金资产总规模1713.58亿元，任职期间最佳基金回报 192.55%， 任职期间最差基金回报-47.6%。 1月27日，中控技术涨0.79%，截至发稿，报85.18元/股，成交38.67亿元，换手率5.81%，总市值673.94 亿元。中控技术股价已经连续5天上涨，区间累计涨幅33.68%。 资料显示，中控技术股份有限公司位于浙江省杭州市滨江区六和路309号，成立日期1999年12月7日，上 市日期2020年11月24日，公司主营业务涉及面向流程工业为主的工业企业提供以自动化控制系统为核 心,涵盖工业软件、自动化仪表及运维服务的智能制造产品及解决方案,赋能用户提升自动化、数字化、 智能化水平,实现工业生产自动化控制和智能化管理。主营业务收入构成为：工业自动化及智能制造解 决方案58.43%，仪器仪表17.66%，S2B业务10.80%，工业软件7.62%，运维服务4.43%，其他(补 充)1.06%。 从中控技术十大流通股东角度 数据显示，南方基金旗下1只基金位居中控技术十大流通股东。南方中证500ETF（510500）三季度新进 十大流通股东，持有股数919 ...

2026武汉国际智能制造数字化转型创新博览会即将启幕 在制造业转型升级的关键时期，一场全球瞩目的盛会即将拉开帷幕——2026年武汉国际智能制造数字化转型创新博览会（以下简称"武汉智造展"）将于9月 22日至24日在武汉国际博览中心盛大举办。作为连接产业链上下游的桥梁，这场为期三天的行业盛会将汇聚全球顶尖技术成果，聚焦智能制造与数字化转型 的核心议题，为行业从业者提供深度交流与合作的平台。 武汉智造展以"智能制造·数字未来"为主题，围绕工业互联网、人工智能、5G通信等前沿领域，搭建集技术展示、场景应用、政策解读于一体的综合平台。 展会不仅涵盖装备制造、汽车工业等传统行业，还延伸至新能源、航空航天等新兴赛道，全面呈现数字化转型的全链条解决方案。 展会核心展区将分为三大板块：工业互联网赋能区、智能制造技术应用区、绿色低碳创新区。其中，工业互联网赋能区重点展示龙头企业培育的行业型平 台，通过数字化园区、智能工厂等标杆案例，解析如何构建高效协同的产业链生态；智能制造技术应用区则聚焦机器人协作、机器视觉检测、数字孪生设计 等核心技术，展现AI与制造深度融合的实践路径；绿色低碳创新区则集中呈现增材制造、碳中和解决方案等可持 ...