中证报中证网讯(记者杨洁)近日，第十八届中国工业论坛在北京举行。中国工业经济联合会会长、工业 和信息化部原部长李毅中在主旨演讲中强调，产业发展要坚持智能化、绿色化、融合化的方向。其中在 智能化方面，应加强数据、网络、算力、算法等人工智能基础能力建设，壮大AI产业实力；应强化AI 跨学科牵引，提升研发数字化工具应用水平，推动科技攻关和新产品开发，促进新兴产业规模化发展。 在绿色化方面，李毅中表示，"十五五"阶段工业要实现碳达峰，要在创建绿色工厂、零碳(低碳)园区 上，进一步调整优化终端用能结构，"以电代燃"。在融合化方面，要推动科技创新与产业创新深度融 合。应充分发挥我国制度优势、产业优势、市场优势和人才优势，推动产学研用深度融合，"把科技成 果转化为实实在在的生产力"。此外李毅中强调，要正确理解"高端化"的含义，提升全产业有效供 给，"推动经济实现质的有效提升和量的合理增长"。 中国科学院院士陈润生在演讲中介绍了人工智能的研究发展历程。他指出，人工智能是"脑"的数字孪 生，正在深刻影响人类社会。人工智能的"智能"将发展到何种程度，能否及何时超越人类智能，这引发 了科学与社会结构的深层思考。专家们正致力于研究智 ...

Core Viewpoint - The non-coal mining industry in Lujiang, Anhui, has achieved significant advancements in capacity and quality development, focusing on ecological and economic benefits since the "14th Five-Year Plan" began [1][9]. Group 1: Industry Developments - The Anhui Ma Steel Luhe Mining Co., Ltd. has transformed its mining area into a national-level green mine, featuring over 60,000 square meters of greenery and advanced digital monitoring systems [2]. - The company aims to enhance its competitiveness and better serve the local economy by advancing its "four modernizations"—mechanization, automation, information technology, and intelligence [2]. - The Anhui Tongguan (Lujiang) Mining Co. has implemented remote control technologies to improve safety and efficiency in underground operations, significantly reducing labor intensity [3]. Group 2: Policy and Governance - Lujiang County has adopted a comprehensive approach to promote industrial concentration and green development, ensuring all mines operate legally and sustainably [5]. - The establishment of a mining association in Lujiang County serves as a vital link between the government, enterprises, and technology, focusing on smart manufacturing and resource utilization [7]. Group 3: Performance Metrics - During the "14th Five-Year Plan," the number of mines in Lujiang was reduced from 26 to 21, leading to a more rational industrial structure [8]. - From January to November 2025, key underground non-coal mines in the county achieved an ore output of 11.3847 million tons and a production value of 4.755 billion yuan, reflecting a year-on-year increase of 19.16% and 47.94% respectively compared to the same period in the "13th Five-Year Plan" [8][9]. - The growth in economic, social, and ecological benefits has been achieved while maintaining stable safety production and improving environmental conditions [9].

Core Insights - The automotive industry is entering a critical phase in 2026, characterized by intensified competition and the need for stability in growth [1] - The development paths for the industry are identified as intelligence, greenness, integration, and internationalization [1] Industry Trends - The domestic automotive market is predicted to enter a high sales but low growth cycle, with sales expected to exceed 28 million units in 2026 and stabilize around 30 million units by 2030 [2] - The share of new energy vehicles (NEVs) is anticipated to rise significantly, with sales projected to surpass 20 million units in 2026, including exports, and domestic ownership exceeding 60 million units, accounting for over 15% [2] - Growth drivers include supportive policies and the necessity for companies to establish a foothold in overseas markets to complement domestic sales [2] Policy and Regulation - The recently released "Automotive Industry Pricing Behavior Compliance Guidelines" aims to address excessive and disorderly competition during the industry's scaling phase, rather than dictating pricing or consumer choices [3] - The guidelines reflect a shift in consumer behavior towards more rational purchasing decisions, emphasizing the importance of product recognition [3] Technological Advancements - The approval of two L3 autonomous driving models marks a significant transition from assisted driving to autonomous driving, although it does not indicate complete technological maturity [3] - The focus for L3 trials is on verifying technology maturity through real-world conditions and establishing regulatory frameworks for large-scale application [3] Upcoming Events - The 12th China Electric Vehicle Hundred People Forum is scheduled for March 27-29, 2026, in Beijing, focusing on the themes of promoting the intelligent, green, integrated, and international development of new energy vehicles [4]

（文章来源：证券日报） 证券日报网讯 12月16日，建科智能在互动平台回答投资者提问时表示，公司产品用途广泛，可应用于 高速铁路、高速公路、桥梁隧道、地铁城轨、地下管廊、海绵城市、核电水电、水利、港口码头、机场 建设等各类大中型基础设施建设、新型城镇化建设，装配式建筑（包含民用和工程等）及钢筋加工配送 中心等众多领域，助力客户实现生产设备绿色化改造和数字化升级，打造钢筋数字化加工全业务流程、 全生产要素、全价值链的智慧工厂，成为中国智能化钢筋加工装备行业首家上市公司和行业领军企业， 目前尚未涉足商业航天领域。 ...

Core Insights - The Chinese geomembrane industry is experiencing a critical period of scale expansion and structural upgrading, with a projected market size of 13.8 billion yuan in 2024, representing a year-on-year growth of 6.98% driven by demand from water conservancy projects, environmental remediation, and transportation infrastructure [3][5][9]. Industry Development Stages - The development of the geomembrane application in China can be categorized into three stages: 1. The spontaneous application period (1960-1970s) marked by early uses in projects like the PVC film channels in Henan and Shanxi. 2. The promotion period (1980s) where foreign technology was introduced, leading to significant breakthroughs in composite structures. 3. The perfection period (1990s to present) characterized by the widespread use of HDPE geomembranes in major national projects, showcasing the evolution from technical breakthroughs to comprehensive application [4]. Market Size and Growth - The geomembrane market in China is projected to reach approximately 13.8 billion yuan in 2024, with a growth rate of 6.98% attributed to the ongoing demand for high-performance impermeable materials in various sectors, including water conservancy and environmental projects [5][9]. Competitive Landscape - The geomembrane industry in China exhibits a "head concentration, multi-symbiosis" competitive structure, with leading companies like Dezhou Longxiang and Hongxiang New Materials dominating the high-end market through advanced technologies and comprehensive service capabilities [6][9]. Market Trends - Future trends in the geomembrane industry will focus on "high performance, intelligence, and ecological sustainability," driven by technological advancements, green transformations, and global expansion efforts [7].

（记者 胡玲） 每经AI快讯，有投资者在投资者互动平台提问：贵司是否有计划推进磁材认证AS9100D航空航天质量 管理体系？ 正海磁材（300224.SZ）12月17日在投资者互动平台表示，公司产品主要应用于新能源、节能化和智能 化等"三能"高端应用领域，包括新能源汽车、风电等新能源，汽车节能电气、节能家电、节能电梯，具 身智能机器人和低空飞行器等智能装备、手机等智能消费电子等。目前公司暂未启动AS9100D认证相关 工作，后续将结合业务发展需求统筹规划。 ...

近年来俄罗斯跨境电商市场快速发展，正成为中国卖家和企业积极布局的新增长极。专家认为，在 中俄跨境电商这一蓝海市场，随着小额包裹免税政策逐步取消，跨境电商将告别"免税"红利，对中国企 业和卖家来说，合规化、品牌化、智能化将是行业未来重要发展方向。 俄罗斯电商市场潜力持续释放 中国制造拓展出海新通道 最近几年，俄罗斯电商经济快速崛起，越来越多的消费者开始在线购买生活所需，这也为物美价优 的中国商品提供了源源不断的商机。而跨境电商日益成为高效连结俄罗斯用户和中国商品的崭新渠道。 据统计，俄罗斯电商市场近几年显著增长，2024年市场规模达1210亿美元，2025年预计达1650亿美 元，到2027年有望达到2400亿美元。2027年，俄罗斯电商渗透率将达到成熟市场水平。 跨境电商告别免税红利 合规化将成为重要方向 中国卖家近年来依托小额包裹免税政策将中国商品大量销往世界各地，然而自2025年以来，美国、 欧盟等主要经济体宣布正式取消或收紧小额包裹免税政策，许多新兴市场也纷纷跟进，全球跨境小 包"免税时代"逐步终结。 俄罗斯财政部近期也宣布从2026年开始200欧元以下包裹免税政策会逐年递减，直至2028年降为0， 同 ...

Summary of Zhaowei Electromechanical Conference Call Company Overview - **Company**: Zhaowei Electromechanical - **Industry**: Intelligent Automotive and Advanced Industrial Manufacturing Key Points Financial Performance - Significant growth in Q3 2025, driven by intelligent automotive and advanced industrial manufacturing sectors - Full-year growth expected to remain strong, with intelligent automotive business accounting for over 60% of revenue, growing more than 30% year-on-year [2][3][4] Business Segments - **Intelligent Automotive**: - Expected revenue growth of over 30% in 2026, benefiting from applications of motion actuators and EMB-related products [2][8] - Collaborations with major domestic manufacturers like BYD, Changan, and Ideal [9][10] - **Robotics**: - Three business models: modular, standard hands, and customized hands - Anticipated doubling of revenue from modular clients like F Company and Amazon by 2026 [2][5][6] - **Advanced Industrial Manufacturing**: - Revenue growth of approximately 10% year-on-year, supported by the successful rollout of platform products like roller motors [3][4] Cost Reduction Strategies - Cost reduction in dexterous hands achieved by replacing hollow cup motors with brushless motors and using alternative materials for gearboxes [7] - Pricing for dexterous hands: - 17 degrees of freedom priced at approximately 50,000 yuan - 6 degrees of freedom priced between 20,000 to 30,000 yuan, with future iterations expected to drop below 10,000 yuan [7] Market Collaborations - Successful partnerships with North American clients, including F Company, Meta, and Amazon, ensuring diversified market development [6][16] - Anticipated supply of hundreds of hand modules to F Company in 2025, with potential for increased deliveries in 2026 [6] Product Development and Innovations - Introduction of new products in the automotive sector, including motion actuators and heat management actuators in collaboration with Schaeffler [9][11] - Roller motors projected to generate over 50 million yuan in revenue in 2025, with expectations of exceeding 100 million yuan in 2026 [4][18] Gross Margin Insights - Overall gross margin close to 35% in Q3 2025, with expectations to maintain around 34% for the full year [4][11] - Focus on high-margin applications in the automotive sector, despite industry-wide pressures [11] Future Growth Areas - Anticipated growth in automotive, consumer electronics, and robotics sectors, with a strong emphasis on intelligent and automated solutions [20][21] - Plans to establish a factory in Thailand with an investment of 100 million USD, aimed at serving North American clients and Bosch's Indian factory needs [19] Strategic Direction - Continued focus on core businesses in transmission and control, with plans to expand the supply chain and develop innovative solutions for emerging market demands [21] Additional Notes - The company is preparing for an H-share listing, having received approval from the China Securities Regulatory Commission [15] This summary encapsulates the key insights and projections from Zhaowei Electromechanical's conference call, highlighting its robust growth trajectory and strategic initiatives across various business segments.

Summary of Honghua Group's Conference Call Company Overview - **Company**: Honghua Group - **Industry**: Oil and Gas Equipment Manufacturing Key Points Financial Performance - Honghua Group achieved a significant profit increase in the first half of 2025, with net profit attributable to shareholders growing by 14.34 times year-on-year, despite a 6.3% decline in revenue. The expected annual revenue is around 6 billion [3][22]. - The company has successfully turned around its financial performance since 2024 and continues to show positive trends [3]. Support from Dongfang Electric Group - Since becoming the controlling shareholder in 2023, Dongfang Electric Group has provided various supports, including low-cost financing, bulk procurement to reduce raw material costs, and assistance in talent and management system development [4][26]. - These measures have significantly improved Honghua's gross margin, financial expense ratio, and employee satisfaction [2][5]. Order Backlog and Market Position - As of November 2025, Honghua Group's order backlog reached 707 billion, ensuring a solid foundation for 2026 performance [2][6]. - The company has sold over 1,000 high-end land drilling rigs globally, with over 90% of sales in overseas markets, particularly in the Middle East, which accounts for 85% of sales [9]. Strategic Focus Areas - Honghua is advancing its transformation towards automation, digitalization, and intelligence, having launched the Smart Drilling Rig 1.0 and developed the OprA intelligent drilling control system [2][7][10]. - The marine segment is identified as a growth engine, with capabilities in offshore wind power, special vessels, and marine oil and gas modules [8][14]. International Market Development - The company is actively expanding its international presence, particularly in the Middle East and Central Asia, and has established a subsidiary in Singapore to capture more international orders [11][17]. - Despite sanctions affecting the Russian and Venezuelan markets, Honghua anticipates a recovery in sales exceeding 200 million annually once policies ease [9]. Future Growth and Investment - Honghua plans to focus its capital expenditures on the smart and digital transformation of land equipment and marine equipment [10]. - The company aims to enhance its profitability by improving the components business unit, which has a higher gross margin [10]. Challenges and Opportunities - The company faces challenges due to low oil prices affecting the land drilling business, but it remains committed to securing orders from existing customers and upgrading drilling rigs to meet future demands [18][19]. - The electric fracturing business, launched in the U.S., is expected to gradually turn profitable, with significant growth potential in unconventional oil and gas resource development [12][16]. Collaboration with Dongfang Electric - There is a strong business synergy with Dongfang Electric, particularly in offshore wind power and new energy projects, leveraging their extensive experience and customer base [26]. Long-term Outlook - Honghua Group is optimistic about the future, with expectations for the marine segment's revenue to grow significantly, potentially surpassing the land drilling segment in profitability [23][15]. - The company is committed to continuous innovation and product development, focusing on high-margin marine oil and gas projects and intelligent land drilling rigs [27].

中国电动汽车百人会相关负责人表示，国内汽车市场将进入高销量低增长的周期，预计2026年国内汽车市场实现2%的微增长。其 中，新能源汽车销量有望达到2000万辆，新能源汽车保有量占比将从2025年的10%增长到2026年的15%。 央视网消息：中国电动汽车百人会12月16日发布信息，预计2026年国内汽车市场将实现微增长。其中，新能源汽车销量将继续保持 较快增长，有望达到2000万辆。 中国电动汽车百人会秘书长张永伟介绍，新能源汽车除了对产业对经济的带动效果之外，更重要的就是它对创新的拉动作用，特别 是与AI的深度融合，对智能产业链的拉动是巨大的。根据他们的预测，2025年汽车的智能化的配件的规模突破了6000多亿元。 专家表示，新能源汽车带动了激光雷达、5G、车路云、智驾芯片、座舱语音大模型等多个新技术产业的快速发展，新能源汽车产业 正成为推动新一轮科技创新的融合性载体。此外，全固态电池有望在未来2年完成小批量上车。在出口方面，预计2025年我国汽 车"出海"规模有望达到700万辆，2026年有望冲击800万辆。 ...