1月8日，中国船舶集团有限公司召开2026年度工作会议，以习近平新时代中国特色社会主义思想为指导，全面贯彻党的二十大和二十届历次全会精神，以及 中央经济工作会议精神，深入贯彻习近平总书记重要指示批示精神，按照中央企业负责人会议要求，总结工作、部署任务。 中船集团党组书记、董事长徐鹏出席会议并作题为"夯实基础 全面发力 锚定目标 乘势而上 奋力开启建设世界一流船舶集团新征程"的工作报告。中船集团党 组副书记、董事、总经理王国强主持会议。中船集团党组副书记、董事贾海英，外部董事吕波、李树雷、陈月明、潘启龙，党组成员、总会计师朱永红，党 组成员、副总经理王征，驻中国船舶纪检监察组组长、党组成员彭宏，党组成员、副总经理彭原璞、胡贤甫、赵同宾出席会议。 会议以"现场+视频"形式召开。中船集团在职两院院士、总助级领导、科技委常委、高级专家，派驻纪检监察组和总部各部门副处级及以上人员，各二级管 理单位领导班子成员、专职董事、中层副职级及以上人员，以及三级管理单位领导班子成员参加会议。 | 记 者：刘 畅 | 责 编：高红梅 王国强以五个"抓落实"对落实好会议精神提出工作要求：一是不折不扣抓落实。要完整准确全面执行，不搞变通 ...

Core Viewpoint - The environmental monitoring industry is experiencing growth opportunities driven by policies and demand, with a focus on smart and automated solutions for monitoring equipment [3][4]. Group 1: Research Meeting Overview - Hebei Xianhe Environmental Technology Co., Ltd. (Xianhe Environmental) held a specific object research meeting on January 8, 2026, attended by representatives from Shenwan Hongyuan Securities and Ningyin Wealth Management [1][2]. Group 2: Industry Growth Opportunities - The demand in various segments of the environmental monitoring industry is accelerating, particularly in air monitoring due to the implementation of "dual carbon" policies and adjustments in PM2.5 standards, which create opportunities for equipment upgrades [3]. - In the water monitoring sector, while the surface water monitoring market is stabilizing, there is expected growth in groundwater monitoring, driven by increasing urban flooding and disaster recovery needs [3]. Group 3: Competitive Landscape - The environmental monitoring industry is currently stable, with Xianhe Environmental establishing a strong competitive position by offering integrated solutions across the entire value chain, including monitoring equipment, data analysis, and remediation services [4]. Group 4: Accounts Receivable Management - The company acknowledged that government clients face delays in accounts receivable, but ongoing debt reduction policies are expected to improve cash flow and alleviate financial pressure [5]. Group 5: Digital Transformation Focus - Xianhe Environmental plans to deepen its digital transformation by increasing investment in artificial intelligence, industry models, and IoT technologies to enhance the efficiency and reliability of its environmental solutions [6]. Group 6: Asset Injection Plans - The company clarified that there are currently no plans for asset injection from the actual controller's other companies, adhering to information disclosure requirements [7].

Group 1: Company Overview - Hebei Xianhe Environmental Protection Technology Co., Ltd. is listed under stock code 300137 and is known for its environmental monitoring solutions [1] - The company has developed from monitoring equipment production to a comprehensive service system encompassing environmental monitoring, big data analysis, and remediation [3] Group 2: Investor Relations Activity - The investor relations activity included a tour of the company exhibition hall and the ecological environment big data application center, showcasing the company's history, honors, main products, and monitoring systems [2] - The meeting involved discussions on various topics, including market opportunities and competitive landscape in the environmental monitoring sector [2] Group 3: Market Opportunities - The implementation of the "dual carbon" policy is expected to create growth in carbon monitoring equipment [2] - The air monitoring sector is seeing opportunities due to standard adjustments and the need for PM2.5 equipment updates, while the water monitoring market is stabilizing with anticipated growth in groundwater monitoring [2] Group 4: Financial Performance - The company has faced continuous losses from 2022 to 2024, primarily due to strict credit impairment and asset impairment policies affecting net profit [3] - The receivables from government clients are experiencing delays in payment, but improvements are expected with the advancement of debt reduction policies [3] Group 5: Future Development - The company aims to deepen its digital transformation by increasing investment in artificial intelligence, industry models, and IoT technologies to enhance its smart environmental solutions [3] - There are currently no plans for injecting other companies under the actual controller into Xianhe Environmental Protection [3]

Core Insights - The modernization of industry is identified as the most crucial foundation and core of a modern industrial system, with a focus on strengthening the real economy and promoting technological innovation and digital transformation across various regions [1] Group 1: Industrial Development and Innovation - The Ministry of Industry and Information Technology (MIIT) has been advancing new industrialization since the 14th Five-Year Plan, enhancing the overall strength, quality, efficiency, innovation, competitiveness, and risk resistance of the industry [1] - Significant achievements have been made in various sectors, including integrated circuits, biomedicine, and AI-driven manufacturing, with a focus on creating a modern industrial system centered around advanced manufacturing [2] - The number of specialized and innovative small and medium-sized enterprises has increased from less than 40,000 to over 140,000 during the 14th Five-Year Plan, while "little giant" enterprises have grown from over 5,000 to 17,600 [3] Group 2: Industrial Clusters and Ecosystems - Industrial clusters are essential for high-quality development and transformation of manufacturing enterprises, with efforts to create specialized parks and ecosystems to enhance resource allocation and innovation collaboration [4] - The Hunan Medical Device Industrial Park serves as a successful example of rapid growth in the medical device sector, achieving explosive growth in just four years by attracting various upstream and downstream enterprises [4] Group 3: Digital Transformation - Traditional industries such as steel and machinery are accelerating their digital transformation, with companies like Shandong Haihua Group leveraging AI to enhance operational efficiency and safety [7] - The MIIT is implementing a digital transformation action plan for the manufacturing sector, establishing 62 digital transformation promotion centers and over 230 exemplary smart factories [9] - The next steps include further advancing the construction of a modern industrial system centered on advanced manufacturing and promoting industrial upgrades [9]

Core Viewpoint - Yuhua Tian is transitioning from a traditional labor-intensive model to a technology-driven approach in the urban sanitation industry, leveraging AI and robotics to enhance operational efficiency and expand service offerings [1][2][4]. Group 1: Business Development and Strategy - Yuhua Tian has developed a comprehensive business system covering urban and rural public services, including urban operations, property management, and waste classification [1]. - The company aims to achieve continuous business growth and maintain stable operations through digital empowerment and refined management by 2025 [2]. - The company has established a service network covering over 180 cities nationwide, facilitating the application and optimization of robotic products [4]. Group 2: Technological Innovation - Yuhua Tian is focusing on the integration of AI and robotics into its operations, with initiatives such as the establishment of Shenzhen Yushu Intelligent Robot Co., Ltd. and the acquisition of Candela (Shenzhen) Intelligent Technology Co., Ltd. [3]. - The company is implementing a dual-driven strategy of "smart brain + large model" to enhance decision-making and operational efficiency [3]. - Yuhua Tian has launched several demonstration projects, including autonomous cleaning robots, to showcase the practical application of AI in sanitation [3]. Group 3: Market Expansion and Internationalization - The company is initiating an internationalization strategy, targeting markets in Southeast Asia and the Middle East, leveraging its experience from over 200 domestic smart sanitation projects [5]. - Yuhua Tian has successfully delivered its Sunshine S200 intelligent sanitation robot to Vietnam, marking a significant milestone in its international expansion efforts [5]. - The company plans to provide customized "robotic cluster" smart cleaning solutions tailored to the specific needs of different regions [5].

Core Viewpoint - The company, Kanni Electromechanical, has successfully implemented its "Kanni Manufacturing 2025" plan, focusing on digital transformation through a "data-driven + business-driven" approach, which has led to its recognition as an advanced intelligent factory in Jiangsu Province and among the first batch of excellent intelligent factories by the Ministry of Industry and Information Technology [1] Group 1 - The company aims to enhance operational efficiency and strategic implementation through its new "Kanni Manufacturing 2030" plan, which continues the digital transformation journey [1] - The new plan emphasizes the design and planning work led by various industrial units, establishing a new phase of digital construction strategies and implementation guidelines [1] - Specific pathways include the establishment of management organizations within business domains, development of information management standards, and system platform integration to ensure low-cost replication and interconnectivity of systems and operations [1]

今天分享的是：南方周末：中国企业科创力研究报告（2025） 报告共计：95页 《2025中国企业科创力研究报告》核心总结 《2025中国企业科创力研究报告》覆盖7065家入库企业，系统呈现了中国企业在科技创新领域的发展态势。报告以研发投入、研发产出、企业发展为核心指 标体系，全面剖析了企业科创力的整体格局与行业、区域特征。 在研发投入方面，企业科创投入持续增长，2025年入库企业研发投入合计达2.71万亿元，头部聚集效应显著。华为以1797亿元研发投入稳居榜首，成为唯一 千亿级研发企业。民营企业在科创力TOP100中占比56%，非国有企业整体占比达60%，成为科创主力。行业分布上，信息传输、软件和信息技术服务业研 发投入领跑，汽车制造业增速突出；区域上，北京、广东、上海、浙江构成核心创新引擎，长三角、珠三角、京津冀城市群协同优势明显。 研发产出层面，企业创新质量稳步提升，发明专利申请量占比达61.38%，较往年显著提高。华为、中兴通讯连续三年专利被引用次数位居前列，彰显技术 影响力。878家入库企业贡献了全国43.27%的PCT专利申请量，小米首次跻身全球PCT申请前10。标准制定方面，2039家入库企业参与 ...

Core Insights - Shanghai Port's container throughput is projected to exceed 55 million TEUs in 2025, marking a year-on-year increase of approximately 3.5 million TEUs from 2024, maintaining its position as the world's busiest port for 16 consecutive years [1] - The resilience of the Chinese economy and the irreplaceability of Chinese manufacturing are highlighted by the port's performance amidst a complex global political and economic landscape [1] Group 1: Container Throughput and Trade Growth - In the first 11 months of 2025, Shanghai's import and export value reached 4.1 trillion yuan, a year-on-year growth of 5.7%, surpassing the national average by 2 percentage points [1] - Exports alone amounted to 1.83 trillion yuan, reflecting an 11.2% increase year-on-year [1] Group 2: Port Upgrades and Efficiency Improvements - Shanghai Port has accelerated its digital transformation and continuously optimized port services, leading to significant efficiency gains [2] - The intelligent operation control system for automated terminals has improved the overall loading and unloading efficiency of Yangshan Phase IV by 5.37% and nearly doubled the average operational efficiency of external trucks at the Luojing container terminal [2] - Traditional terminal upgrades have also progressed, with the container turnover rate for large shipments at Yangshan Phase I and II dropping from 55.8% to 7.2% [2] - The use of AI models at Yangshan Phase III has increased loading speed by 13 times and reduced the turnover rate by 20.6%, with the terminal expected to exceed 10 million TEUs in throughput for the first time in 2025 [2] Group 3: Maritime Innovations and Environmental Initiatives - The implementation of innovative measures such as "dual-direction navigation" and "dual-window departure" has positioned Shanghai's maritime operations among the world's best, with berth utilization rates remaining stable at around 84% [3] - In 2025, the port conducted 227 high-difficulty collaborative operations, saving an average of 2 hours per vessel, which unlocked an additional operational potential of approximately 1.08 million TEUs [3] - Shanghai Port has also begun refueling international vessels with domestically produced green methanol, with a local 100,000-ton green methanol project set to commence by the end of 2025, enhancing the port's clean energy refueling capabilities [3]

在广西柳州汽车城，上汽通用五菱"岛式"精益智造工厂忙碌的自动化生产线。 郑昌昊摄（新华社发） 现代化工业是现代化产业体系最重要的基础和核心。"十五五"规划建议提出，建设现代化产业体系，巩固壮 大实体经济根基。目前，全国各地正加速技术创新、推动产业集聚发展和数智化转型，持续完善创新体系和 产业生态，加强上下游协同配套，推动新型工业化走深走实。 工业和信息化部相关负责人表示，"十四五"以来，工信部深入推进新型工业化，加快建设制造强国，统筹推 进传统产业改造升级、新兴产业培育壮大、未来产业前瞻布局，产业整体实力、质量效益以及创新力、竞争 力、抗风险能力显著增强，建设以先进制造业为骨干的现代化产业体系取得明显成效。 创新成果持续涌现 在上海，集成电路迈向全产业链突围，生物医药取得创新突破，未来制造、未来材料等六大领域实现前瞻布 局；在重庆，"AI+制造"加快建设，智能网联汽车实现飞跃，低空经济创新发展；在广东，基础电信企业、 互联网企业、通信终端和装备企业上下游联动不断加快，形成良性生态……各地着力构建以先进制造业为骨 干的现代化产业体系，新型工业化迈出坚实步伐。 当前，我国产业科技创新能力稳步提升，重点领域创新成果 ...

"在编制过程中，我们部分借鉴了世界银行最新营商环境评估体系Business Ready框架，按照监管框架、公共服务 和运营效率三个横向维度优化指标设计，并吸收工信部2024年修订印发的《国家高新技术产业开发区综合评价指 标体系》内容，把创新引领、智能化转型等指标纳入框架，强化国家级高新区高质量发展战略导向。同时，结合 2025年落实省、市、区优化营商环境特色和重点工作，新增了地方特色指标。"成都高新区智慧城市运行局相关负 责人介绍，以此为基础，《报告》最终构建形成涵盖政务环境、法治环境、市场环境、创新环境、融资环境、社 会环境6个一级指标及26个二级指标、136个三级指标的科学评价体系。 "2025年的指标体系迭代体现了国际视野和高质量发展导向，也贯彻了成都市委、市政府'立园满园'决策部署，是 一次系统性的优化。"德勤中国政府及公共服务合伙人严庆乐表示。 当然，营商环境指数持续提升不只是结果，其内在推动力，是成都高新区一年来不断激发经营主体活力、打造一 流营商环境的系列改革举措。 中国发展网讯 优化营商环境永远在路上。日前，《成都高新区2025年营商环境指数报告》（以下简称《报告》） 正式发布。这是自2021 ...