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李强在广东调研
Xin Lang Cai Jing· 2026-01-05 16:39
调研中,李强与部分科技企业、深圳市政府有关部门负责人座谈交流。他强调,今年是"十五五"开局之 年,希望广大企业抢抓机遇、锐意创新,努力实现更大发展,为经济稳中向好注入强劲动能。各级政府 部门要加强协调配合,形成工作合力,各项工作能早则早抓紧抓实。要深化重点领域改革,提升服务效 能,优化营商环境,不断激发经济发展内生动力。 转自:北京日报客户端 新华社广州1月5日电 中共中央政治局常委、国务院总理李强1月3日至5日在广东调研。他强调,迈入新 的一年,要深入贯彻习近平总书记在中央经济工作会议上的重要讲话精神,紧紧围绕推动高质量发展这 个主题,牢记在全国发展大局中的使命,厚植创新发展优势,勇立改革开放潮头,只争朝夕做好经济社 会发展各项工作,奋力实现"十五五"良好开局。 在深圳市,李强听取深港科技创新合作区规划发展等情况汇报,了解园区企业运用人工智能赋能新材 料、生物医药等领域研发进展,察看比亚迪公司新能源汽车展示。李强指出,科技创新是赢得未来的关 键所在。要强化企业创新主体地位,完善政策、资金、人才等支持,依托粤港澳大湾区优势集聚创新资 源,瞄准新兴领域和关键核心技术加强研发合作,取得更多突破性成果。李强来到深圳 ...
李强总理,调研人形机器人!
DT新材料· 2026-01-05 16:04
【DT新材料】 获悉,央视《新闻联播》报道,中共中央政治局常委、国务院总理李强1月4日在广东调研。 期间,李强来到深圳蛇口邮轮母港直升机场, 了解低空经济发展情况 ,并 在深圳机器人谷观看了优必选全新一代工业人形机器人Walker S2演示全球首 创的自主换电技术及搬运功能。 调研中, 李强总理与部分科技企业、深圳市政府有关部门负责人座谈交流, 优必选科技 创始人、董事会主席兼CEO 周剑 出席, 并向李强总理汇报关于 人形机器人行业发展的思考与实践建议。 周剑表示,当前全球正迎来以人工智能与人形机器人为核心的科技与产业变革。 人形机器人作为具身智能的终极载体,不仅代表着国家科技创新的高度, 更是推动制造业升级、构建新质生产力的关键支撑 。在这一全球性赛道中,中国已具备良好的产业基础和市场优势,如何将场景优势、政策优势转化为技 术领先与产业优势,是整个行业共同的课题。 结合优必选十余年的探索,特别是近期在北京、广东、柳州等地与比亚迪、富士康、顺丰等龙头企业的深度共创实践,优必选深刻认识到: 人形机器人产 业的高质量发展,必须坚持 "场景驱动、闭环迭代、生态协同" 的路径。 为了推动中国人形机器人行业快速发展, ...
国内现存低空经济相关企业15.94万家
Zhong Guo Jing Ying Bao· 2026-01-05 15:44
所谓低空经济是以eVTOL、工业级无人机等新型航空器研制为核心竞争力,强化颠覆性技术创新引领,广泛开展 有人驾驶和无人驾驶航空器的低空飞行活动,驱动设计制造、运营、消费多领域融合发展的创新性经济形态。 近日,上海市印发《上海市关于链接长三角加快建设低空经济先进制造业集群的若干措施》,提出到2028年,上 海低空经济核心产业规模达到800亿元左右,形成低空新型航空器完整产业链体系,建设低空经济国家先进制造业 集群,加快迈向比较优势凸显的"世界eVTOL之都"。 企查查数据显示,截至2026年1月4日,国内现存低空经济相关企业15.94万家,主要分布在华东地区、华南地区, 分别占比27.91%、21.45%。注册资本上,近五成相关企业注册资本在200万元以下。注册量方面,2023年以来低 空经济相关企业注册量呈逐年增长趋势,2025年注册量同比增长142.26%至4.9万家,达近十年来注册量及增速双 高峰。 eVTOL方面,截至目前,国内现存eVTOL相关专利达450项,其中70%相关专利申请于2024年及以后。 从分布区域来看,国内现存低空经济相关企业15.94万家,主要分布在华东地区、华南地区,分别占比27. ...
【公告全知道】脑机接口+机器人+低空经济+多模态AI+边缘计算+军工!公司引进脑机接口技术及设备作为智慧医疗辅助工具
财联社· 2026-01-05 15:44
每周日至每周四22:00推送明日股市重大公告!内容包含"停复牌、增减持、投资中标、收购、业绩、解 禁、高送转"等一系列个股利好利空公告,其中重要公告均以红色标注,帮助投资者提前寻找到投资热 点,防范各类黑天鹅事件,并且有充足的时间进行分辨和寻找合适的上市公司。 ①脑机接口+机器人+低空经济+多模态AI+边缘计算+军工!这家公司引进脑机接口技术及设备作为智慧医 疗辅助工具;②脑机接口+机器人+ AI智能体+空间计算+华为鸿蒙!这家公司脑机业务预计于2026年3月 推出原型机;③锂电池+人形机器人+固态电池+军工+华为+新能源汽车!公司拟斥资87亿元投建磷酸铁锂 等项目,与智元机器人深度合作并获得首个规模化商业订单。 前言 ...
壹连科技拟募资不超过12亿元? 用于新能源智能制造柔性电连接系统等项目
Zheng Quan Shi Bao Wang· 2026-01-05 14:34
(原标题:壹连科技拟募资不超过12亿元? 用于新能源智能制造柔性电连接系统等项目) 壹连科技(301631)1月5日晚间公告,公司拟发行可转换公司债券募集资金总额不超过12亿元,拟投资于新能源智能制造柔性电连接系统项目及补 充流动资金。 具体来看,新能源智能制造柔性电连接系统项目投资总额11.84亿元,拟使用募集资金9亿元,公司拟在江苏省常州市溧阳市新建生产基地。项目 建成达产后将形成年产新型柔性电连接组件约4500万件的产能规模,从而进一步巩固公司和国内外知名新能源汽车及储能厂商的稳定合作关系, 完善公司的技术能力与产业规模。 壹连科技进一步表示,该项目的核心产品之一为柔性线路板(简称"FPC")。公司FPC相关产品主要服务于新能源汽车及储能行业,该等领域正处 于快速发展阶段,终端客户产能持续扩张所带来的订单需求较为明确。 其中,小鹏汽车、东风日产、长安深蓝汽车、吉利汽车、大众汽车、长城汽车等整车厂商均已大批量使用公司FPC产品,阳光电源、海博思创等 储能客户基于行业景气提升及其自身业务快速增长,亦向公司提出明确的FPC产品增量需求。此外,以某头部新能源汽车公司为代表的国际客 户,对供应商产能规模与交付保障 ...
壹连科技拟募资不超过12亿元 用于新能源智能制造柔性电连接系统等项目
Zheng Quan Shi Bao Wang· 2026-01-05 14:21
其中,小鹏汽车、东风日产、长安深蓝汽车、吉利汽车、大众汽车、长城汽车(601633)等整车厂商均 已大批量使用公司FPC产品,阳光电源(300274)、海博思创等储能客户基于行业景气提升及其自身业 务快速增长,亦向公司提出明确的FPC产品增量需求。此外,以某头部新能源汽车公司为代表的国际客 户,对供应商产能规模与交付保障能力提出了明确要求,"若公司无法及时扩大FPC制造能力,将面临 丢失重要战略项目的风险。"壹连科技表示。 与此同时,以低空经济、具身智能、AIDC、创新医疗(002173)为代表的新兴领域,以及以电子皮肤 为代表的关键技术应用,呈现繁荣发展趋势,对轻薄化、高可靠、定制化FPC的需求日益迫切。壹连科 技正在研发和迭代的人形/四足仿生机器人动力及信号解决方案、电动垂直起降飞行器(eVTOL)电连接 方案、多模态仿生电子皮肤方案等均对FPC提出大量且日益复杂的高端需求。壹连科技表示:"面对下 游多领域共振放量的市场机遇,公司须提前布局产能,以满足客户持续增长的订单需求。" 壹连科技同时表示,以公司核心客户宁德时代(300750)为代表的动力电池领军企业亦为推动下一代电 池系统集成化,对FPC—CCS ...
全球铜业龙头再进阶 金田股份以高端材料赋能新兴产业
Zheng Quan Shi Bao Wang· 2026-01-05 14:21
Core Viewpoint - Jintian Co., Ltd. has successfully transformed from a leading copper processing company to a global advanced materials supplier during the 14th Five-Year Plan period, with plans for high-end, international, and diversified development in the 15th Five-Year Plan period [1] Group 1: Business Growth and Market Position - Jintian Co., Ltd. has achieved significant growth in its core business, with a compound annual growth rate of 8% in copper production from 2021 to 2024, reaching a total output of 1.9162 million tons of copper and copper alloy materials in 2024, making it the largest globally [1] - In the first half of 2025, the company produced 919,800 tons of copper and copper alloy materials, maintaining its industry-leading position [1] - The company is recognized as one of the largest and most comprehensive producers of copper and copper alloy materials in China, as well as a technologically advanced player in the rare earth magnetic materials sector [1] Group 2: High-End Product Development - A key highlight during the 14th Five-Year Plan was the breakthrough in high-end products, with Jintian Co., Ltd. focusing on a "dual upgrade" strategy for products and customers, successfully developing high-performance copper-based materials with independent intellectual property rights [2] - The company’s products are widely used in cutting-edge fields such as new energy vehicles and AI data centers, with a 137% year-on-year increase in shipments of 800V high-voltage electromagnetic flat wires in the first half of 2025, accounting for 42% of total shipments [2] - Jintian Co., Ltd. has established partnerships with major companies like BYD, Geely, Xiaomi, and CATL, covering core modules of the three-electric system [2] Group 3: Emerging Market Focus - The company has made significant strides in emerging sectors such as AI data centers and robotics, with a 60% year-on-year increase in copper material sales in the cooling sector in the first half of 2025, and a 72% increase in copper busbar sales [3] - Jintian Co., Ltd. has begun supplying high-precision, high-conductivity micro electromagnetic wires for various robotic motors, laying the groundwork for future market expansion [3] - The company has been proactive in the rare earth permanent magnet and new energy electromagnetic flat wire sectors, with a production capacity of 9,000 tons for rare earth permanent magnet materials, and plans to expand this capacity to 13,000 tons [3] Group 4: Future Strategic Plans - Looking ahead, Jintian Co., Ltd. has outlined its strategic blueprint for the 15th Five-Year Plan, focusing on expanding production capacity in Thailand and Vietnam, and upgrading domestic facilities [4] - The company aims to concentrate on over 20 strategic projects in technology innovation, including the development of graphene copper composite materials [4] - Jintian Co., Ltd. is committed to becoming a globally leading supplier of copper and copper alloy materials, emphasizing high-end, international, and diversified strategies to enhance its market share and brand influence [4][5]
新劲刚:公司高度关注国家低空经济等新兴产业政策的发展导向
Zheng Quan Ri Bao· 2026-01-05 13:38
证券日报网讯 1月5日,新劲刚在互动平台回答投资者提问时表示,公司高度关注国家低空经济等新兴 产业政策的发展导向,并积极布局相关领域。公司子公司凯际智能作为低空经济领域的重要参与者,其 业务发展已取得阶段性成果:1.2024年10月,凯际智能与深圳市智胜高技术研究院签订战略合作协议, 双方合作持续深化。2.2025年9月,凯际智能以800万元投资广州劲空科技创新有限公司,联合研发无人 机反制相关产品,共同打造低空管制监管系统,加速了商业化落地进程。公司将密切跟踪低空经济产业 的发展动态,依托凯际智能在该领域的技术积累与项目经验,主动响应政策导向,积极拓展市场,力争 在低空经济赛道中实现业务的高质量增长,以更优的经营业绩回报广大投资者。 (文章来源:证券日报) ...
江淮观察|安徽最大两个城市,与北上广深一起进行一项试点
Sou Hu Cai Jing· 2026-01-05 13:01
Core Viewpoint - The central economic work conference emphasizes "domestic demand as the main driver, building a strong domestic market" as a priority for economic tasks in 2026, with specific deployments such as "deeply implementing special actions to boost consumption" and "releasing the potential of service consumption" [2] Group 1: Pilot Cities and Economic Context - Hefei and Wuhu, as the largest cities in Anhui, have been selected as part of a national pilot program to explore new consumption formats, models, and scenarios, alongside major cities like Beijing and Shanghai [2][5] - The pilot program aims to stimulate consumption through supply-side reforms, creating new demand and gradually establishing a long-term mechanism to promote consumption and activate the market [2][5] Group 2: Implementation Focus - The pilot program will focus on three main areas: 1. Establishing a service system for the "first launch economy" [7] 2. Innovating diversified service consumption scenarios [7] 3. Supporting cross-industry collaborations with well-known IPs [7] - Hefei and Wuhu are expected to receive 400 million yuan and 300 million yuan in central government subsidies, respectively, to support these initiatives [8] Group 3: Local Economic Development - Hefei has shown significant growth in its consumption sector, with 21 national-level pilot projects approved, accumulating over 1 billion yuan in national funding [10] - Wuhu's retail sales of consumer goods have grown from 189.3 billion yuan in 2020 to 201.8 billion yuan in 2024, with an average annual growth rate of about 7% [13] Group 4: Strategic Goals - Hefei aims to become an "international consumption center city," while Wuhu targets the establishment of a landmark "new product launch center" [3][16] - Both cities plan to attract high-profile domestic and international brands to set up flagship stores and host high-end launch events [16] Group 5: Innovation in Consumption Scenarios - Hefei plans to develop new cultural facilities and immersive experiences, while Wuhu will leverage digital technology to create new tourism consumption scenarios [17][18] - The focus will also be on revitalizing traditional brands and creating themed experiences to enhance consumer engagement [20]
电广传媒:公司将积极探索低空经济、机器人与文旅的融合
Zheng Quan Ri Bao Wang· 2026-01-05 12:48
Group 1 - The company, Dianguang Media, is actively promoting the integration of "culture + technology + tourism" [1] - The company plans to explore the low-altitude economy and the integration of robotics with cultural tourism [1] - The company aims to enhance the experience and operation of scenic spots through technological empowerment [1]