从指数持仓来看，中证工业4.0指数十大权重分别为：立讯精密（5.29%）、工业富联（5.22%）、京东 方A（5.14%）、兆易创新（5.0%）、北方华创（4.98%）、中科曙光（4.98%）、韦尔股份 （4.97%）、中兴通讯（4.96%）、海康威视（4.94%）、汇川技术（4.77%）。 中证工业4.0指数上涨0.02%，前十大权重包含工业 富联等 金融界3月24日消息，上证指数上涨0.15%，中证工业4.0指数 (工业4.0，399803)上涨0.02%，报4149.99 点，成交额573.38亿元。 数据统计显示，中证工业4.0指数近一个月下跌7.55%，近三个月上涨6.14%，年至今上涨10.31%。 据了解，中证工业4.0指数选取与工业4.0相关的控制硬件、控制软件、终端硬件提供商，以及其他受益 于工业4.0代表性上市公司证券作为指数样本，以反映工业4.0主题公司的整体表现。该指数以2012年06 月29日为基日，以1000.0点为基点。 从中证工业4.0指数持仓样本的行业来看，信息技术占比60.51%、工业占比33.72%、通信服务占比 5.76%。 资料显示，指数样本每季度调整一次，样本调整实 ...

Core Insights - The report focuses on the development and investment opportunities in the stainless steel cathode plate industry in China from 2025 to 2031, highlighting the industry's growth potential and technological advancements [1]. Industry Overview - The stainless steel cathode plate industry has evolved from traditional copper cathode production methods, which were labor-intensive and inefficient, to more advanced stainless steel processes that reduce production costs and improve efficiency [4][7]. - The first successful application of stainless steel cathode plates in copper electrolysis was developed in Australia in 1978, with China adopting this technology in the 1980s [4][5]. Current Market Trends - The metallurgical industry is a cornerstone of modern industrial development, with the stainless steel cathode plate market benefiting from China's rise as a leading producer of steel and non-ferrous metals [6]. - The demand for stainless steel cathode plates is increasing due to their advantages over traditional methods, including shorter production processes, higher current efficiency, and lower energy consumption [7][8]. Future Development Trends - The industry is expected to see a shift towards automation and intelligent manufacturing, driven by market competition and the need for higher product quality [8][9]. - There is a growing emphasis on green manufacturing, with regulations promoting energy efficiency and environmental protection influencing the development of cathode materials and processes [10]. Investment Opportunities - The stainless steel cathode plate market is projected to grow significantly from 2025 to 2031, with increasing demand from various sectors such as automotive, shipbuilding, and energy [11][26]. - Investment opportunities are anticipated in areas such as system integration, energy-efficient technologies, and value-added services that extend the product lifecycle [11][12]. Regional Market Analysis - The report includes a detailed analysis of regional market distributions and growth potential across different provinces in China, indicating varying demand and supply dynamics [21][22]. Competitive Landscape - The competitive structure of the stainless steel cathode plate industry is characterized by existing players, potential entrants, and the threat of substitutes, with a focus on enhancing competitive advantages through innovation and customer service [23][25]. Conclusion - The stainless steel cathode plate industry in China is poised for significant growth, driven by technological advancements, regulatory support for green manufacturing, and increasing demand across various industrial sectors [26].

Core Viewpoint - The strategic partnership agreement between Imec and Zeiss Semiconductor Manufacturing Technology aims to advance semiconductor technology development, particularly for research and development below 2 nanometers, extending their collaboration until 2029 [3][7]. Group 1: Partnership Details - The new agreement extends the existing partnership established in 2019, emphasizing the importance of collaboration in advancing semiconductor technology [3]. - Imec and Zeiss have been working together since 1997 on various joint projects to further develop Moore's Law, which continues to enhance microchip and memory processor performance [3][5]. - The partnership focuses on key semiconductor manufacturing technologies, including high numerical aperture EUV lithography, which is essential for producing more powerful and energy-efficient microchips [3][5]. Group 2: Technological Advancements - Imec's NanoIC pilot line is being expanded to cover the entire value creation process and various technology chains in semiconductor manufacturing [5]. - The pilot line aims to provide groundbreaking and advanced semiconductor technologies and platforms for industry representatives, enabling them to explore, develop, and test innovations [5]. - Both companies are committed to optimizing existing equipment, processes, and measurement methods to achieve smaller, more powerful, and energy-efficient microchips, driving global digitalization [5][8]. Group 3: European Chip Act Compliance - The collaboration aligns with the goals of the European Chip Act, which aims to strengthen Europe's technological sovereignty, competitiveness, and resilience [7]. - Zeiss's investment in the NanoIC pilot line contributes significantly to maintaining Europe's leadership in the latest generation of semiconductor equipment [7]. - The partnership highlights the strong cohesion among European partners, which is crucial for establishing the NanoIC pilot line, recognized as the world's most advanced R&D infrastructure below 2 nanometers [8].

项目达产满产后年总产值约72亿元，年税收约1.8亿元，提供约800个就业岗位。 3月14日，广西百色市2025年一季度重大项目集中开工暨昆宇百色年产6GWh电芯及储能集成系统项目开工活动举行。 昆宇百色年产6GWh电芯及储能集成系统项目总投资28亿元 ，将深度融合"双碳"目标与工业4.0理念，量产昆宇电源股份有限公司最先进的 720Ah天池系列超级电池，提供覆盖发电侧储能、共享储能、户用储能、工商业调峰、网络能源等智慧储能全场景解决方案，充分利用百色市 绿电资源，打造绿色制造标杆企业。 资料显示，昆宇电源成立于2019年，是一家专注于锂电储能产业发展的国际化综合性产业集团，拥有30余年锂电池电芯到系统集成的研发制 造经验，为客户提供电力储能、网络能源、户用家储、消费类电池等产品及解决方案。 去年3月12日，昆宇电源官方宣布，公司名称由东营昆宇电源科技有限公司更名为昆宇电源股份有限公司。 在更名公告中，昆宇电源还表示："蓄能储势，万物成长，昆宇电源迎来新篇章。"业内人士多认为昆宇电源接下来将进一步加大储能领域的布 局。 目前，昆宇电源在全球布局了7大生产基地和4大研发中心，厂房面积共计75万平方米，制造年产能可 ...

Summary of Conference Call Notes Company and Industry Overview - The conference call primarily discusses **卓翼科技 (Zhuoyue Technology)** and its operations in the **integrated machine (一体机)** sector, particularly in collaboration with **华为 (Huawei)** [1][5]. Key Points and Arguments 1. **Current Business Situation in Integrated Machines**: - 卓翼科技's business volume in the integrated machine sector is currently low, focusing mainly on communication devices like optical modems and routers. The collaboration with Huawei is primarily around these devices, with no large-scale cooperation in integrated machines yet, although 卓翼 has entered Huawei's supplier database [1]. 2. **R&D Team Size**: - The current R&D team consists of approximately 20 to 30 members, a reduction from over 100 previously. This reduction has created some shortcomings in front-end R&D, but卓翼's robust back-end manufacturing system remains a significant competitive advantage [2]. 3. **Profitability of OEM/ODM Business**: - The gross margin and net profit margin of 卓翼's OEM/ODM business align with the general conditions of the manufacturing industry. The company focuses on efficiency improvements and team collaboration to maintain competitiveness, achieving a capacity utilization and delivery capability of 90 out of 100 [3]. 4. **Assembly Costs and Market Expectations**: - The assembly cost for an integrated machine ranges from 150 to 300 yuan, with expectations that integrated machines will be a future trend [4]. 5. **Market Share and Competitive Advantages**: - 卓翼科技 anticipates capturing 50% of Huawei's integrated machine supply chain. Competitive advantages include a long-standing partnership with Huawei, a supply chain built to Huawei's standards, and recognized production capabilities [5]. 6. **Challenges in Production Standards**: - Huawei's integrated machine design emphasizes automation and semi-automation, requiring significant investment in equipment upgrades. This high standard poses challenges for suppliers in terms of capital investment and technological upgrades [7]. 7. **Order Timeline and Current Progress**: - Orders are expected to materialize in early Q2, with ongoing preparations. Initial order targets are between 10,000 to 15,000 units, starting with a gradual increase in delivery scale [8]. 8. **Rationale for New Project Introduction Amid Losses**: - Despite overall losses, particularly in the digital division, the Huawei division remains profitable. The decision to introduce the integrated machine project was based on a detailed assessment of labor costs and equipment return on investment [9]. 9. **Production Process and Key Technologies**: - The integrated machine utilizes the DeepSeek model, with production processes similar to optical modems. Key technology focuses on testing and aging systems, with an emphasis on automation throughout the production process [10]. 10. **Investment and Risk Assessment for Automation**: - Establishing an automated production line requires an investment of approximately 20 million yuan. However, if the standards are not met, the investment return could be uncertain [11]. Additional Important Information - The call highlights the importance of maintaining high standards and efficiency in production to meet Huawei's stringent requirements, which could significantly impact 卓翼科技's future growth and profitability in the integrated machine market [6].

中国制造业走向2025 构建以数据洞察为驱动的新价值网络 IBM商业价值研究院 中国电子信息产业发展研究院 执行报告 制造业 IBM商业价值研究院 中国电子信息产业发展研究院(赛迪集团)是直属于国家工业和信息化部的 一类科研事业单位。成立二十多年来，一直致力于面向政府、面向企业、 面向社会提供研究咨询、评测认证、媒体传播与技术研发等专业服务。形 成了政府决策与软科学研究、传媒与网络服务、咨询与外包服务、评测与 认证服务、软件开发与信息技术服务五业并举发展的业务格局。 http://www.ccidgroup.com/ 1 制造业是实体经济的核心 以制造业为核心的实体经济才是保持国家竞争力和 经济健康发展的基础 － 这是世界各国的共识。特 别是在经历了 2008 年全球金融危机之后，实体经 济的重要性被重新认知，美国、德国、英国、法国等 发达国家相继提出"再工业化"战略。印度等发展 中国家也在加快谋划和布局。中国提出了"中国制 造 2025 "战略规划，着力推进制造强国建设。 图1. 各国积极部署制造业发展战略 | | 国家战略 | | --- | --- | | 美国 | 《先进制造业国家战略计划》 | | ...

倒计时17天 2025起点锂电圆柱电池技术论坛 暨圆柱电池20强排行榜发布会 活动主题： 聚集新 技术 探索新工艺 主办单位： 起点锂电、起点研究院（SPIR） 活动时间： 2025年2月28日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动规模： 500+人 锂电设备企业正加速冲破"寒冬"。 2025年开局，锂电设备频传喜讯，多家企业斩获订单，行业周期性拐点愈行愈近。 01 五大设备龙头斩获大单 1月21日， 逸飞激光 官方透露，公司新一代圆柱电池高速智能装配线正式下线交付至客户车间。该新一代圆柱电池高速智能装配线，在传输 效率、柔性、加工精度、智能化程度等方面提升显著，能更好地适应工业4.0浪潮下的大规模、多样化制造需求，节省场地、设备维护及人工 成本，增厚企业规模效益。 据悉，在圆柱电池领域，逸飞激光已陆续实现了150ppm、300ppm、360ppm等不同型号圆柱全极耳电池装配线产品的迭代。2024年第三季 度，其46系大圆柱全极耳电池装配线也迎来了批量化的交付。 1月16日， 先导智能 宣布国际业务取得重大突破，赢得了欧洲某行业顶尖锂电客户后道设备订单。据悉，该客户是欧洲某上市公司的全资子 公司 ...

测试是绝大多数产业必不可少的环节之一，尤其在土木建筑、轨道交通、汽车等领域，测试更是用户生命安全 的关键保障。近年来，随着我国基础建设和新能源汽车等行业的蓬勃发展，测试设备需求不断扩大，并朝着高 精度、高效率、智能化持续发展。在此背景下， 北 京博科测试系统股份有限公司 （股票代码：301598 简称： 博科测试）于12月20日在创业板成功上市，经过十八年的深耕发展，目前博科测试已成为 国内为数不多的可 批量交付伺服液压测试设备和汽车测试试验设备的企业。 测试设备"小巨人"，全球市占率达15% 博科测试成立于2006年，是一家通过采用现代测试与试验技术来提供智能测试综合解决方案的供应商，公司目 前业务主要分为 伺服液压测试系统 以及 汽车测试试验系统 两大类。 其中伺服液压测试系统主要用于模拟各种振动环境，比如地震、海啸等，以及进行结构加载试验。主要应用于 土木工程建筑、轨道交通、核电、通信、航空航天、船舶等行业的产品可靠性试验和性能检测；汽车测试试验 系统主要用于汽车整车及零部件的性能测试，包括安全性、环保性、动力性能等，被广泛应用于汽车制造厂的 生产线，以及研发过程中的质量控制和产品开发。 经过多年发展， ...

股票简称：威士顿 股票代码：301315 上海威士顿信息技术股份有限公司 Shanghai Wisdom Information Technology Co., Ltd. （上海市长宁区淮海西路 666 号） 首次公开发行股票并在创业板上市 之 上市公告书 保荐人（主承销商） （福建省福州市湖东路 268 号） 二〇二三年六月 特别提示 上海威士顿信息技术股份有限公司（以下简称"威士顿"、"本公司"、 "公司"或"发行人"）股票将于 2023 年 6 月 21 日在深圳证券交易所创业板上 市。 创业板公司具有业绩不稳定、经营风险高、退市风险大等特点，投资者面 临较大的市场风险。投资者应充分了解创业板市场的投资风险及本公司所披露 的风险因素，审慎做出投资决定。 本公司提醒投资者应充分了解股票市场风险及本公司披露的风险因素，在 新股上市初期切忌盲目跟风"炒新"，应当审慎决策、理性投资。 如无特别说明，本上市公告书中的简称或名词的释义与《上海威士顿信息技 术股份有限公司首次公开发行股票并在创业板上市招股说明书》（以下简称"招 股说明书"）中的相同。 本上市公告书"报告期"指：2020 年度、2021 年度和 202 ...

创业板投资风险提示 本次股票发行后拟在创业板市场上市，该市场具有较高的投资风险。创业 板公司具有创新投入大、新旧产业融合成功与否存在不确定性、尚处于成长期、 经营风险高、业绩不稳定、退市风险高等特点，投资者面临较大的市场风险。 投资者应充分了解创业板市场的投资风险及本公司所披露的风险因素，审慎作 出投资决定。 上海威士顿信息技术股份有限公司 Shanghai Wisdom Information Technology Co., Ltd. （上海市长宁区淮海西路 666 号） 首次公开发行股票并在创业板上市招股说明书 保荐人（主承销商） （福建省福州市湖东路268号） 4-1-1 上海威士顿信息技术股份有限公司 首次公开发行股票并在创业板上市招股说明书 发行人声明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对注册 申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其对发行 人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任何与之 相反的声明均属虚假不实陈述。 根据《证券法》的规定，股票依法发行后，发行人经营与收益的变化，由发 行人自行负责；投资者自主判断发行人的投资价 ...