Workflow
工业互联网
icon
Search documents
新职业故事丨竞技!看新职业英才如何“逐鹿中原”
Xin Hua She· 2025-09-23 12:49
Core Viewpoint - The third National Skills Competition, the largest and most comprehensive vocational skills event in China, was held in Zhengzhou, Henan, featuring 3,420 contestants competing in 106 projects, with a significant focus on new technologies and skills [2][4]. Group 1: Event Overview - The competition took place from September 19 to 23, showcasing the highest standards and the widest range of competition projects in the country [2]. - Over 50% of the competition projects were related to new fields such as intelligent manufacturing, industrial internet, and artificial intelligence [4]. Group 2: Robotics and New Professions - The event included various robotics-related projects, such as "autonomous mobile robots," which are capable of navigation and task execution [4][10]. - New professions like "service robot application technician" and "robot engineering technician" were introduced in recent years, reflecting the growing importance of robotics in various sectors [10][34]. Group 3: Additive Manufacturing - The competition featured an "additive manufacturing" project, also known as 3D printing, where contestants completed tasks like design, scanning, and printing [12][14]. - The profession of "additive manufacturing engineering technician" was recognized as a new occupation in 2022, applicable in fields like automotive design, aerospace, and medical applications [17]. Group 4: Intelligent Connected Vehicles - The "intelligent connected vehicle assembly and maintenance" project highlighted the integration of vehicles with communication technology for smarter transportation solutions [20][22]. - The profession of "intelligent connected vehicle assembly and maintenance technician" will officially be recognized in 2024, indicating a shift towards more automated and intelligent transport systems [34]. Group 5: Industrial Internet - The "industrial internet engineering technology" project involved contestants applying various technologies for system implementation and maintenance, showcasing the digital transformation of traditional industries [35][40]. - The profession of "industrial internet technician" was introduced in 2020, with "industrial internet operator" set to be recognized in 2024, emphasizing the role of industrial internet across 49 economic sectors [40]. Group 6: Overall Impact - The competition encompassed a wide range of new technologies and skills, reflecting the dynamic nature of China's economic development and the emergence of new professions [43][54]. - The event served as a platform for national talent to compete and exchange ideas, further empowering the workforce with new skills and opportunities [43][54].
工业富联股价涨5.06%,浙商证券资管旗下1只基金重仓,持有5.86万股浮盈赚取20.92万元
Xin Lang Cai Jing· 2025-09-23 01:55
浙商汇金转型成长(000935)成立日期2014年12月30日,最新规模3898.75万。今年以来收益40.18%, 同类排名1799/8172;近一年收益67.51%,同类排名1875/7995;成立以来收益35.4%。 浙商汇金转型成长(000935)基金经理为马斌博。 截至发稿,马斌博累计任职时间7年273天,现任基金资产总规模3897.17万元,任职期间最佳基金回报 78.16%, 任职期间最差基金回报-43.63%。 9月23日,工业富联涨5.06%,截至发稿,报74.07元/股,成交36.53亿元,换手率0.25%,总市值 14708.96亿元。工业富联股价已经连续4天上涨,区间累计涨幅18.03%。 资料显示,富士康工业互联网股份有限公司位于广东省深圳市龙华区龙华街道东环二路二号富士康科技 园C1栋二层,成立日期2015年3月6日,上市日期2018年6月8日,公司主营业务涉及各类电子设备产品 的设计、研发、制造与销售业务,依托于工业互联网为全球知名客户提供智能制造和科技服务解决方 案。主营业务收入构成为:3C电子产品99.85%,其他(补充)0.15%。 从基金十大重仓股角度 数据显示,浙商证券 ...
智能自控跌2.01%,成交额561.39万元,主力资金净流出29.38万元
Xin Lang Cai Jing· 2025-09-23 01:55
Core Viewpoint - The company, Intelligent Control, has experienced a decline in stock price and financial performance, indicating potential challenges in its operations and market conditions [1][2]. Financial Performance - As of June 30, the company reported a revenue of 503 million yuan, a year-on-year decrease of 7.83% [2]. - The net profit attributable to shareholders was 20.38 million yuan, reflecting a significant year-on-year decline of 41.01% [2]. - Cumulative cash dividends since the company's A-share listing amount to 98.71 million yuan, with 34.66 million yuan distributed over the past three years [2]. Stock Market Activity - On September 23, the stock price fell by 2.01%, trading at 8.77 yuan per share, with a total market capitalization of 3.12 billion yuan [1]. - The stock has seen a year-to-date increase of 6.05%, but has declined by 4.15% over the last five trading days and 4.88% over the last twenty days [1]. - The company experienced a net outflow of 293,800 yuan in principal funds, with large orders accounting for 4.20% of total buying and 9.43% of total selling [1]. Business Overview - Intelligent Control, established on November 12, 2001, and listed on June 5, 2017, specializes in the research, production, and sales of intelligent control valves and related services [1]. - The revenue composition includes control valves (86.54%), maintenance services (9.41%), accessories (3.87%), and other income (0.19%) [1]. - The company operates within the machinery and equipment sector, specifically in general equipment and metal products [1].
工业富联股价涨5.06%,格林基金旗下1只基金重仓,持有2.3万股浮盈赚取8.21万元
Xin Lang Cai Jing· 2025-09-23 01:52
数据显示,格林基金旗下1只基金重仓工业富联。格林伯元灵活配置A(004942)二季度持有股数2.3万 股,占基金净值比例为1.18%,位居第四大重仓股。根据测算,今日浮盈赚取约8.21万元。连续4天上涨 期间浮盈赚取24.77万元。 格林伯元灵活配置A(004942)成立日期2018年2月6日,最新规模285.61万。今年以来收益11.34%,同 类排名5576/8172;近一年收益34.61%,同类排名4659/7995;成立以来收益5.17%。 9月23日,工业富联涨5.06%,截至发稿,报74.07元/股,成交36.13亿元,换手率0.25%,总市值 14708.96亿元。工业富联股价已经连续4天上涨,区间累计涨幅18.03%。 资料显示,富士康工业互联网股份有限公司位于广东省深圳市龙华区龙华街道东环二路二号富士康科技 园C1栋二层,成立日期2015年3月6日,上市日期2018年6月8日,公司主营业务涉及各类电子设备产品 的设计、研发、制造与销售业务,依托于工业互联网为全球知名客户提供智能制造和科技服务解决方 案。主营业务收入构成为:3C电子产品99.85%,其他(补充)0.15%。 从基金十大重仓股角 ...
财经早知道|拟向OpenAI投资最高1000亿美元,英伟达股价创新高
Sou Hu Cai Jing· 2025-09-23 00:49
Macroeconomic Insights - The number of financing platforms in China decreased by over 60% compared to March 2023, and the scale of financial debt dropped by over 50% as of the end of June [2] - The current monetary policy stance in China is supportive, with a focus on moderately easing monetary policy to reduce overall financing costs [2] - As of the end of August, various long-term funds held approximately 21.4 trillion yuan in A-share market value, a 32% increase compared to the end of the 13th Five-Year Plan [2] - The balance of inclusive loans for small and micro enterprises reached 36 trillion yuan, which is 2.3 times that of the end of the 13th Five-Year Plan [2] Industry Developments - The Ministry of Industry and Information Technology issued a notice for the "Steel Industry Growth Stabilization Work Plan (2025-2026)," targeting an average annual growth of around 4% in the steel industry's added value [4] - The plan includes precise control of capacity and output, prohibiting new capacity additions, and enhancing the supply and price stability of raw materials like iron ore and coking coal [4] - The State Sports General Administration released guidelines to promote a high-quality development of sports for health, aiming to establish a collaborative service system by 2030 [4] Company Dynamics - OpenAI and NVIDIA announced a strategic partnership, with NVIDIA planning to invest up to 100 billion dollars in OpenAI [6] - BYD's Li Yunfei responded to Warren Buffett's divestment, noting that stock investment involves both buying and selling [6] - Pfizer is nearing a deal to acquire obesity drug developer Metsera for 7.3 billion dollars, with potential additional payments based on performance targets [6] - Longchuan Technology reported a net profit of 827 million to 877 million yuan for the first three quarters, representing a year-on-year increase of 131% to 145% [12]
音频 | 格隆汇9.23盘前要点—港A美股你需要关注的大事都在这
Xin Lang Cai Jing· 2025-09-22 23:11
来源:格隆汇APP 格隆汇9月23日|国际要闻: 4、潘功胜:关于"十五五"以及下一步金融改革内容 将在中央统一部署后做进一步沟通; 5、潘功胜回应美联储降息:将根据宏观经济运行情况和形势变化 综合应用多种货币政策工具保证流动 性充裕; 1、美股三大指数齐创历史新高,英伟达涨近4%突破记录高位,市值逼近4.5万亿; 2、国际金价涨约1.7%,创历史新高逼近3750美元; 3、美联储理事米兰:在大幅降息之后 预计2026年和2027年将进一步小幅降息; 4、英伟达拟向OpenAI投资1000亿美元 共建AI数据中心; 5、日股收盘再创历史新高,年内累涨14.03%; 6、韩股收盘再创历史新高,年内累涨44.56%; 7、赴美留学生数量降至四年来最低 亚洲学生数量下降幅度最大; 8、安理会五常仅美国未承认巴勒斯坦国; 6、上交所:更大力度推动中长期资金入市 持续稳定和活跃资本市场; 7、两部门:推进5G、千兆光网、IPv6、移动物联网等园区网络基础设施部署 推动工业互联网进园区; 8、两部门:加强屋顶光伏、分散式风电、多元储能、充电桩等新能源基础设施的开发利用; 9、台股收盘再创历史新高,年内累涨12.35%; ...
三旺通信(688618):整体经营情况企稳,期待新领域催化
Shanxi Securities· 2025-09-22 10:28
Investment Rating - The report maintains an "Accumulate-A" rating for the company [1][7]. Core Views - The company's overall operating situation is stabilizing, with expectations for new fields to catalyze growth [1][4]. - The company is transitioning from a single communication product provider to a solution provider for scenario-based hardware and software products, as well as an industrial internet platform provider [4][6]. Financial Performance - In the first half of 2025, the company achieved revenue of 172 million yuan, a year-on-year increase of 10.05%, while the net profit attributable to shareholders was 16 million yuan, a decrease of 36.72% [1]. - The company’s revenue in the second quarter of 2025 was 91 million yuan, with a year-on-year growth of 12.89% [1]. - The company’s major business segments showed signs of recovery, with significant revenue growth in industrial internet (64.6% year-on-year) and stable performance in smart energy and smart transportation [3][4]. Business Segments - Revenue from smart energy, smart transportation, industrial internet, smart cities, and other sectors in the first half of 2025 were 89.1 million yuan, 31.5 million yuan, 24.1 million yuan, 7.9 million yuan, and 19.5 million yuan, respectively [3]. - The company has fully covered new products in the traditional power sector and is expanding into the digital market of the new energy sector [5]. Research and Development - The company continues to invest heavily in R&D, with R&D expenses increasing by 31.67% year-on-year in the first half of 2025 [4]. - The company is focusing on advanced technologies such as TSN, edge computing, and AI, which are expected to enhance its competitive edge [4][6]. Market Outlook - The smart transportation market in China is projected to exceed 120 billion yuan by 2026, with an annual growth rate of approximately 13% [6]. - The company is expected to benefit from the digital transformation in various industries, particularly in smart energy and smart manufacturing [6][7]. Profit Forecast and Valuation - The company’s net profit is projected to grow from 44 million yuan in 2025 to 141 million yuan in 2027, with corresponding EPS increasing from 0.40 yuan to 1.28 yuan [7][8]. - The report indicates that the company’s valuation is likely to be catalyzed by stable growth policies in manufacturing, new energy, and vehicle-road-cloud integration [7].
总规模100亿元,湖北设立数据产业基金
FOFWEEKLY· 2025-09-22 10:01
Group 1 - The Hubei province has established a data industry fund with a total scale of 10 billion yuan, marking a significant investment in the data sector [1] - The fund, initiated by Hubei Big Data Group and related institutions, has an initial scale of 2 billion yuan and will focus on key areas such as big data, data element circulation, data security, green computing power, industrial internet, and artificial intelligence [1] - The establishment of the fund aims to enhance the data industry ecosystem in Hubei by strengthening and supplementing the data industry chain [1] Group 2 - In June, the Hubei Provincial State-owned Assets Supervision and Administration Commission collaborated with six provincial enterprises to establish Hubei Big Data Group [1] - The group will concentrate on sectors such as government affairs, manufacturing, transportation, healthcare, and education, with a focus on developing industry-specific AI models [1] - The initiative also aims to promote the integration of humanoid robots with brain-computer interfaces and intelligent large models [1]
数智转型屡获殊荣 晨光电缆跻身浙江省2025年度省级工业互联网平台公示名单
Quan Jing Wang· 2025-09-22 07:23
Core Insights - Chenguang Cable has been recognized for its "Smart Chenguang Intelligent Interconnection Industrial Internet Platform," marking another significant achievement in its digital transformation efforts [1] - The company has consistently invested in smart upgrades and R&D, integrating information technology into its development strategy since 2016 [1][2] - Chenguang Cable's R&D investment reached 36.38 million yuan in the first half of 2025, a 39.5% increase year-on-year, driven by new project advancements [2] Company Developments - The company has successfully implemented various systems including SAP, ERP, MES, CRM, and OA, transitioning from traditional management to digital management [1] - Chenguang Cable's new products, such as the "26/35kV polypropylene insulated power cable" and "1kV mineral insulated cable," have been recognized as internationally advanced and leading [2] - The company is strategically expanding its market presence across key regions in China, achieving significant revenue growth in various areas [4] Industry Outlook - The global wire and cable market is projected to reach $1.5 trillion by 2025, with China accounting for over 40% of this market [3] - The market is expected to grow at a compound annual growth rate (CAGR) of 6.8%, with high-end specialty cables increasing from 18% to 30% of the market share [3] - The demand for electricity is anticipated to surge due to advancements in AI and infrastructure developments, providing strong momentum for the wire and cable industry [3]
智能制造等赛项占比过半 第三届全国技能大赛展现发展新趋势
Yang Shi Xin Wen· 2025-09-22 06:07
Core Insights - The third National Skills Competition is being held in Zhengzhou, Henan, featuring 106 competition projects, with over 50% focused on intelligent manufacturing, high-end equipment, and digital technology [1] Group 1: Competition Overview - The competition includes a robotics system integration project where participants work in pairs to design and program robots to integrate with surrounding equipment, simulating industrial scenarios for tasks like material assembly and battery pack assembly [1] - The chief judge of the robotics system integration event highlighted the incorporation of advanced technologies such as intelligent recognition and offline programming, showcasing the intelligence of robotics technology [1] Group 2: New Competition Categories - A new category introduced is the drone operation for agricultural protection, where participants must use drones for tasks like agricultural survey, pest control flights, and emergency situation handling [1] - A participant in the drone operation event noted the inclusion of aerial photography and data acquisition as a challenging module, reflecting the national emphasis on artificial intelligence, programming, and drone technology [1] Group 3: Technical Skill Integration - The competition also features four professional technical categories, including artificial intelligence engineering technology, intelligent manufacturing engineering technology, industrial internet engineering technology, and integrated circuit engineering technology, highlighting the trend of technology skill integration [1]