近期，本市再次成功获批两项国家级智能制造标准应用试点项目。此外，本市承担的第一批4项国家级 智能制造标准应用试点将于今年完成验收。近日，国家标准化管理委员会、工业和信息化部联合遴选公 布了第二批智能制造标准应用试点项目名单。本市成功获批其中两项试点项目，包括"建材行业智能制 造标准应用试点"和"核设施DCS装备智能制造标准应用试点"。(北京日报) ...

Core Viewpoint - The article highlights the journey of skilled workers in Nanjing, emphasizing their transformation from frontline operators to national craftsmen, showcasing the importance of high-skilled talent in driving high-quality development in enterprises [1]. Group 1: Skilled Workers' Development - Zhou Shaomin, a CNC milling technician, has dedicated 14 years to his role, earning accolades such as "Model Worker" for his commitment to quality [1][2]. - Zhou's dedication to continuous learning and problem-solving has led to significant improvements in production efficiency, such as reducing the processing time of a specific rail component to under one minute [3]. - Ge Qing, an electronic product repair engineer, has over 20 years of experience and has successfully tackled complex repair tasks, including those for aviation products, demonstrating the value of hands-on experience and problem-solving skills [3]. Group 2: Training and Mentorship - Companies like China Railway Baoqiao (Nanjing) Co., Ltd. actively recruit young talent from vocational schools, offering competitive salaries and benefits to attract skilled workers [4]. - Zhou has taken on a mentorship role, conducting training sessions and sharing his expertise with younger colleagues, contributing to the development of future skilled workers [5]. - The trend of young individuals entering manufacturing roles is increasing, with many achieving significant skill certifications under the guidance of experienced technicians like Ge Qing [5]. Group 3: Technological Advancements and Industry Changes - The rise of smart manufacturing is transforming the role of skilled workers, who are now seen as "commanders" overseeing robotic operations on production lines [6][7]. - Companies are investing in training programs for employees to adapt to new technologies, resulting in the emergence of new job roles such as robot operation engineers [7]. - The focus on cultivating a skilled workforce is becoming a priority for Nanjing manufacturing enterprises, aiming to build a knowledge-based and innovative labor force to support high-quality development [7].

证 券 研 究 报 告 机械行业周报（20250602-20250608） 推荐（维持） 石油炼化需求向好，重视海外设备需求 重点公司盈利预测、估值及投资评级 | | | | EPS（元） | | | PE（倍） | | PB（倍） | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 简称 | 股价（元） | 2025E | 2026E | 2027E | 2025E | 2026E | 2027E | 2025E | 评级 | | 汇川技术 | 64.11 | 2.12 | 2.55 | 3.01 | 30.27 | 25.17 | 21.29 | 5.25 | 强推 | | 法兰泰克 | 9.72 | 0.66 | 0.84 | 1.04 | 14.72 | 11.53 | 9.35 | 2.00 | 强推 | | 信捷电气 | 56.90 | 1.83 | 2.30 | 2.78 | 31.05 | 24.77 | 20.46 | 3.59 | 强推 | | 欧科亿 | 17.86 | 0.71 | 1.02 | 1.2 ...

Group 1 - The core viewpoint of the news is that Gao Yi Asset recently conducted research on a listed company, Jiu Li Special Materials, highlighting its growth in the nuclear power product market and plans for global expansion [1] - Jiu Li Special Materials emphasized its position as a major global supplier and its increased investment in R&D for nuclear-grade products following the acquisition of EBK [1] - The company aims to enhance its market competitiveness through organizational optimization, brand improvement, and customer recognition [1] Group 2 - Future capital expenditures will focus on smart manufacturing and digital transformation, with investments in high-end material R&D and intelligent production lines [1] - The company plans to balance ordinary and high-end products to increase product added value and international market share [1] - Key factors for improving profitability include technological innovation, product structure optimization, market expansion, and business synergy [1]

机构认为，内外因素交织下，预计指数整体将维持震荡。 【财经日历】 国家统计局公布居民消费价格指数、工业生产者价格指数月度报告。 5月份的就业报告提振市场情绪，美国劳工部称，上月新增就业岗位13.9万人，好于市场预期的12.5万人，失业率4.2%，与上月持平。 恒生指数系列季度检讨结果成份股变动生效。 中国对沙特、阿曼、科威特、巴林4国试行免签。 微软Xbox游戏发布会召开。 | い 盘前必读 | // 外盘怎么样 // | | | | --- | --- | --- | --- | | 名称 | 现价 | 涨跌 | 涨跌幅 | | 道琼斯工业指 | 42762.87 c | 443.13 | 1.05% | | 纳斯达克指数 | 19529.95 c | 231.50 | 1.20% | | 标普500 | 6000.36c | 61.06 | 1.03% | 当地时间上周五，美股全线上涨，截至收盘，道指涨1.05%，纳指涨1.20%，标普500指数涨1.03%。 个股方面，苹果涨1.64%，券商Wedbush发布研报称，iPhone生产商似乎对其开发者大会持乐观态度，这是其人工智能支柱货币化阶段的关键部分， ...

Core Viewpoint - The Ministry of Industry and Information Technology has issued the "Computing Power Interconnection Action Plan," aiming to enhance the efficiency and service level of public computing resources, promoting high-quality development in computing power through 16 key tasks across six areas [1][2]. Group 1: Key Tasks and Areas - The action plan outlines six main areas: strengthening the foundation of computing power interconnection, optimizing computing facilities interconnection, promoting resource sharing, innovating business interconnection, creating application scenarios, and ensuring network and data security [2]. - Specific tasks include tackling core technology challenges, establishing standards and norms, and developing interconnection rules [2]. Group 2: Application Scenarios - The plan promotes the application of computing power interconnection in enterprise-level scenarios such as artificial intelligence, scientific computing, intelligent manufacturing, remote medical care, and consumer-level scenarios like intelligent driving, cloud rendering, cloud computing, and cloud gaming [2]. - It encourages the integration of computing power interconnection with energy internet, industrial internet, and mobile internet for innovative applications [2]. Group 3: Implementation Support - To ensure the successful implementation of the action plan, the Ministry will enhance resource investment and create a supportive environment through policies, funding, talent, and resource allocation [2]. - The plan emphasizes the cultivation of enterprises and optimization of the industry ecosystem, supporting backbone computing power enterprises, high-tech companies, and specialized small and medium-sized enterprises [2].

Group 1 - The machine tool industry is crucial in manufacturing, often referred to as the "mother machine" [1] - The 2025 Xi'an International Machine Tool Exhibition showcased over 600 global machine tool companies, focusing on ten key technological directions including five-axis precision machining and AI intelligent manufacturing [1][2] - The exhibition expanded from 2 to 4 halls, increasing the scale by 40%, and attracted 27,883 professional visitors [2] Group 2 - The exhibition highlighted innovative products addressing industry upgrade pain points, with over 60% of attendees from sectors like aerospace, high-end equipment, and automotive manufacturing [2] - Companies are striving to enhance quality and move towards international standards in response to existing challenges in the domestic machine tool industry [4][6] - China's machine tool industry is currently the largest in the world, but it faces issues such as insufficient high-end industrial chain and lack of independent innovation capabilities [3] Group 3 - The DJF-CNC-2500 five-axis CNC machine showcased by 德拉赫 is designed for complex parts in the automotive and aerospace industries, emphasizing high precision and efficiency [4] - The introduction of the "walking heart" CNC lathe, which can perform multiple machining processes, reflects the evolution of precision machining equipment in China [5] - Recent government policies have significantly supported the development of the machine tool industry, fostering technological innovation and industry upgrades [6]

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