序号股东名称持股比例1迈迪优选供应链（辽宁）有限公司51%2锦润（天津）数智科技有限公司46%3 张立3% 来源：金融界 天眼查App显示，近日，迈迪优链（天津）数智科技有限公司成立，法定代表人为张立，注册资本1000 万人民币，迈迪优选供应链（辽宁）有限公司、锦润（天津）数智科技有限公司持股。 企业名称迈迪优链（天津）数智科技有限公司法定代表人张立注册资本1000万人民币国标行业信息传 输、软件和信息技术服务业>互联网和相关服务>互联网信息服务地址天津市武清开发区福源道北侧金 融商务楼2号楼1505室37号企业类型有限责任公司营业期限2025-6-5至无固定期限登记机关天津市武清 区市场监督管理局 经营范围含技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；工业互联网数据服务； 互联网数据服务；互联网安全服务；互联网销售（除销售需要许可的商品）；物联网技术服务；物联网 应用服务；物联网技术研发；物联网设备销售；数字技术服务；数字视频监控系统销售；数据处理和存 储支持服务；数字文化创意内容应用服务；数字文化创意技术装备销售；智能农业管理；软件开发；云 计算装备技术服务；信息安全设备销售；人工智能双创 ...

Industry Overview and Transformation Needs - The petrochemical industry is a pillar of the national economy, characterized by a long industrial chain, complex processes, and high safety and environmental requirements. The industry faces challenges such as increasing resource and environmental constraints, high safety production pressure, and low efficiency of traditional production models. Digital transformation is key to improving total factor productivity. As of the end of 2023, the application rate of industrial cloud platforms in the petrochemical industry reached 56.5%, and the CNC rate of key processes was 80.6%, but issues like data silos and insufficient system collaboration remain. The industrial internet can optimize production processes, enhance safety control, and promote green and low-carbon initiatives, becoming the core driving force for industry transformation [1][2][3]. Integration Application Overall Architecture - The integration of the industrial internet and petrochemical industry is centered around "data + platform + model," forming a three-tier architecture: 1. Edge Layer: Collects data from production equipment and process parameters through sensors and smart instruments, achieving real-time connection between physical assets and virtual systems [2]. 2. Platform Layer: Builds an industrial internet platform that integrates data resources and develops industrial models for process optimization and predictive maintenance, forming general PaaS capabilities [3]. 3. Application Layer: Focuses on production, safety, and management scenarios, developing intelligent applications such as smart scheduling, supply chain collaboration, and environmental monitoring to achieve business loop optimization [4]. Core Application Scenarios - The guide proposes an "8+2" application model covering the entire design, production, and management chain: - Intelligent Production: Optimizes process parameters using advanced process control (APC) and digital twin technologies, enhancing production stability and efficiency [5]. - Safety Production: Establishes an "industrial internet + safety production" system, utilizing IoT and AI visual technologies to monitor hazards and manage emergency responses, reducing safety accident risks [5]. - Green and Low-Carbon: Uses energy management systems (EMS) and carbon emission monitoring to optimize energy allocation and promote applications like waste heat recovery and circular economy in chemical parks, supporting carbon neutrality goals [5]. - Supply Chain Collaboration: Integrates production, logistics, and sales data to achieve demand forecasting, inventory optimization, and cross-enterprise collaboration [5]. Implementation Path and Key Capability Building - Infrastructure Upgrade: - Promotes the deployment of 5G and industrial PON networks to achieve coordination between internal and external networks, addressing traditional network wiring complexity and high latency [6][7]. - Establishes an identification and resolution system to provide unique identification for equipment and products throughout their lifecycle, supporting data interoperability and supply chain traceability [7]. - Data System Construction: - Builds an industrial data lake to integrate multi-source heterogeneous data, enhancing data quality through governance to support data-driven decision-making in process optimization and energy consumption analysis [8]. - Security Assurance: - Constructs a security protection system covering equipment, networks, and data, strengthening industrial control security monitoring, data encryption, and access control to prevent cyberattacks and data breaches [9]. Typical Cases and Achievements - The guide includes several practical cases demonstrating the effectiveness of integration applications: - CNOOC's identification resolution secondary node: Achieved supply chain collaboration and product traceability, connecting 64 enterprises with over 370 million identification registrations, enhancing fertilizer anti-counterfeiting traceability efficiency, resulting in an annual economic benefit exceeding 4.7 million yuan [10]. - PetroChina's Longqing ethane-to-ethylene intelligent factory: Achieved a 100% stability rate in equipment operation and a 20% increase in labor productivity, saving 12,500 tons of standard coal annually [10]. - Maonan Petrochemical Industrial Park's safety risk prevention platform: Integrated environmental and safety data for real-time monitoring of pollutant emissions and emergency response, achieving a 97.34% hazard rectification rate, enhancing the park's inherent safety level [10]. Summary - The integration of the industrial internet and the petrochemical industry represents a resonance of technological innovation and industrial transformation. The industry is transitioning from "experience-driven" to "data-driven" through data-driven, intelligent decision-making, and ecological collaboration. Future efforts should focus on strengthening standard systems, cultivating cross-disciplinary talent, and empowering small and medium-sized enterprises to promote the scaling and intelligent evolution of integration applications, building a safe, efficient, and green modern petrochemical industry system [11].

Core Viewpoint - The establishment of the Guangdong Artificial Intelligence and Robotics Industry Alliance aims to position Guangdong as a global innovation hub for AI and robotics, leveraging its comprehensive industrial chain and favorable policies [1][6]. Group 1: Industry Opportunities - Guangdong is recognized as having the most complete AI industrial chain in China, with a 40% share of the national robot production, benefiting from policy support, industrial concentration, and technological breakthroughs [1][6]. - The region's manufacturing strength, with over 70,000 large-scale enterprises, provides a solid foundation for the development of AI and robotics [6]. - The establishment of the alliance is expected to accelerate the development of emerging industries such as AI chips, low-altitude economy, new energy, and marine equipment [6]. Group 2: Company Initiatives - Guangdong Unicom is actively engaging in the AI sector by establishing the "China Unicom (Guangdong) New Industrialization Research Institute," which aims to empower the manufacturing industry [2]. - The company has developed a range of projects, including 100+ high-quality 5G benchmark demonstration projects and 35 industry-specific large models, serving over 300 clients [3][4]. - Guangdong Unicom's technological layout focuses on five core areas: AI infrastructure, data sets, large models, intelligent agents, and AI security [2][3]. Group 3: Technological Infrastructure - Guangdong Unicom has built the Shaoguan National East Data West Computing Hub to enhance the Bay Area's large-scale cluster layout, with plans for edge computing centers across 21 cities [3]. - The company emphasizes the importance of data, having constructed high-quality industry data sets, with its information and medical data recognized by the State-owned Assets Supervision and Administration Commission [3]. - The AI infrastructure is designed to ensure security, with a governance system in place to protect AI applications [4].

Group 1 - The Industrial Internet ETF (159778.SZ) increased by 0.61%, with its associated index, Industrial Internet (931495.CSI), rising by 0.42% [1] - Key constituent stocks such as Industrial Fulian rose by 2.99%, GoerTek by 2.13%, Inspur Information by 1.78%, State Grid NARI by 0.91%, and Deepin Technology by 3.06% [1] - CITIC Securities research report indicates that the commercialization of L4 level autonomous driving is accelerating, with leading Robotaxi companies experiencing a 400% year-on-year increase in weekly orders [1] Group 2 - Changjiang Securities highlights that distributed low-orbit constellations built using commercial aerospace capabilities possess strong anti-jamming and anti-destruction capabilities, which are fundamental drivers of defense demand in commercial aerospace [2] - The satellite wireless interconnection market is projected to have significant potential, with estimates that by 2030, the domestic "Thousand Sails" and GW constellation networking will create a market space exceeding 270 billion yuan for satellite manufacturing and 80 billion yuan for rocket launch services [2] - Shenwan Hongyuan research shows that the midstream structural components/subsystem segment of the military industry chain saw a 12.09% year-on-year increase in advance payments and contract liabilities in Q1 2025, while the downstream assembly segment's inventory growth rate reached 17.73%, indicating a sequential transmission of industry chain prosperity [2]

Core Insights - Shandong is the only province in China that encompasses all 41 industrial categories defined by the United Nations, showcasing a comprehensive manufacturing ecosystem [5][8][19] - The province has a robust supply chain ecosystem, with leading companies like Weichai Power and Haier Group exemplifying its industrial capabilities [9][10][20] - Shandong's manufacturing strength lies in its resource endowment, historical industrial base, and a culture of technical patience, allowing for a unique industrial development path [12][15][18] Industrial Composition - Shandong covers 41 industrial categories, 197 industrial subcategories, and 526 industrial sub-subcategories, making it a unique industrial hub [8] - The province ranks first in the number of "Manufacturing Single Champion Products," with 76 out of 390 products recognized nationally [9] - Shandong's industrial landscape includes sectors such as metallurgy, chemicals, equipment manufacturing, and consumer goods, forming a complete industrial chain from raw materials to finished products [12][20] Competitive Advantages - Geographically, Shandong serves as a central hub in China's industrial landscape, benefiting from its proximity to energy sources and transportation networks [15] - The province's historical focus on foundational industries has established a solid industrial base, enabling it to transition into more advanced manufacturing capabilities [15][20] - Shandong's approach to industrial development emphasizes stability and gradual transformation, focusing on upgrading traditional industries through digitalization and smart manufacturing [16][20] Future Directions - Shandong is at a turning point, facing pressures to transition from traditional heavy industries to greener, smarter, and more flexible manufacturing systems [20][23] - The province is actively promoting industrial internet and smart manufacturing initiatives, aiming to enhance collaboration among different sectors and improve overall efficiency [20][23] - The transformation strategy focuses on leveraging existing industrial strengths to create a more resilient and self-sufficient manufacturing structure, which is crucial in the context of global supply chain disruptions [23]

Group 1 - Traditional industries in China have a solid foundation, complete systems, and strong capabilities, indicating a thriving market with vast growth potential [1] - Despite pressures from the real estate market adjustment, many traditional industry companies, such as Beixin Building Materials, are innovating to transform challenges into opportunities, showcasing resilience and a proactive spirit [1] Group 2 - The demand for urban infrastructure upgrades, such as the renovation of approximately 600,000 kilometers of gas and drainage pipelines over the next five years, is expected to generate an investment demand of around 4 trillion yuan, benefiting industries like steel, building materials, and engineering machinery [2] - Upgrading consumer demands, driven by rising living standards, is creating new market opportunities for traditional industries, requiring them to adapt to new functional and aesthetic needs [2] Group 3 - The rapid advancement of technology in Chinese manufacturing is enabling previously unattainable designs and functionalities, with companies leveraging new technologies for product innovation and efficiency [3] - The integration of traditional and emerging industries, along with the push for intelligent transformation, is facilitating cost reductions and efficiency improvements, allowing traditional industries to thrive and evolve [3] - Traditional industries are seen as the foundation of manufacturing, with the potential for new growth through proactive engagement with emerging demands and innovations [3]

Core Viewpoint - The rapid development of the industrial internet necessitates the transition from traditional 2D interfaces to 3D scene construction, which provides powerful visualization capabilities essential for industrial digital transformation [1] Group 1: Key Technologies - 3D scene construction relies on several key technologies, including modeling techniques such as polygon modeling and surface modeling, which cater to different industrial design needs [1] - Texture mapping technology enhances models with realistic materials and details, while animation technology brings static models to life by simulating operations and processes [1] - Virtual reality (VR) and augmented reality (AR) technologies are integrated with 3D scene construction, allowing users to engage in immersive experiences for tasks like equipment inspection and training [1] Group 2: Software Tools - The market offers a variety of 3D scene construction software, each with its strengths, such as 3ds Max for comprehensive modeling and animation, and Maya for precise control over complex animations [3] - Blender, as an open-source software, attracts beginners due to its lightweight nature and ease of use, enabling users to quickly acquire basic construction skills [3] Group 3: Construction Process - The 3D scene construction process involves a rigorous workflow, starting with data collection to understand equipment parameters and production processes, followed by modeling, texturing, and lighting [4] - After completing the model, thorough testing is conducted to ensure performance metrics like loading speed and animation fluidity meet standards, with necessary optimizations made [4] - Vuli Maku Cloud has emerged as a preferred platform for many enterprises, integrating advanced 3D modeling technologies that allow for quick and detailed industrial scene construction without complex operations [4] Group 4: Data Integration and Future Value - Vuli Maku Cloud also possesses strong data integration capabilities, linking 3D scenes with real-time data from the industrial internet, enabling dynamic displays of equipment status for better decision-making [5] - The support from Vuli Maku Cloud is expected to enhance the value of 3D scene construction in the industrial internet sector, propelling the industrial digital transformation to new heights [5]

Core Insights - The company, HaiNengDa, has evolved from a traditional hardware manufacturer to a provider of integrated communication solutions, reflecting a shift in focus from hardware to a combination of hardware and software solutions [2] - The company is involved in various sectors including quantum technology, satellite internet, and 6G concepts, indicating a strategy to enhance its valuation through association with trending technologies [3] - Despite holding a dominant position in the domestic market with approximately 60% market share, the company faces challenges in the international market, highlighted by a recent court ruling in the U.S. that exposed its vulnerabilities in the global supply chain [3] Business Structure - As of the first three quarters of 2024, the company's business structure is divided into terminal business (46.34%), system business (30.35%), and OEM and others (23.31%), showcasing a balanced approach to its operations [2] - The company’s reliance on narrowband business is diminishing, prompting a need for growth in emerging sectors to sustain overall performance [4] Financial Performance - The company's net profit saw a dramatic increase of 70.49% year-on-year in the first three quarters of 2024, but a significant drop of 75.83% in the first quarter of 2025, indicating volatility in its financial performance [4] - The absence of dividends over the past three years reflects a cautious approach to cash flow management, which may not be well-received in the capital markets [4] Strategic Challenges - The company must navigate external policy risks while addressing internal growth challenges, which is a common scenario for many traditional manufacturers undergoing transformation [4] - Balancing technological investment with short-term profitability will be crucial for the company's future success, especially in light of emerging concepts like AI private networks and domestic chip production [4]

Core Viewpoint - Zhejiang Zhaolong Interconnect Technology Co., Ltd. plans to issue shares to specific investors to raise funds for various projects, including the construction of a production base in Thailand and smart manufacturing of high-speed cables and connection products [1][6]. Summary by Sections Issuance Plan - The company intends to issue a maximum of 77,868,520 shares, not exceeding 30% of the total share capital before the issuance [1]. - The final issuance price will be determined based on the average trading price of the company's shares over the 20 trading days prior to the pricing benchmark date [1]. - All investors participating in the issuance will subscribe using cash [1]. Fund Utilization - The total investment amount for the projects is approximately 121,309.95 million yuan, with 119,500.00 million yuan expected to be raised from this issuance [2]. - The company may adjust the order and amount of fund allocation based on the urgency and importance of the projects [2]. Shareholder Structure - As of March 31, 2025, the total share capital of the company is 259,561,736 shares, with 18.25% being restricted shares and 81.75% being freely tradable shares [11]. - The controlling shareholder is Zhaolong Holdings, which holds 63.11% of the company's shares through direct and indirect means [11]. Financial Performance - The company reported total assets of 19,353.44 million yuan and net assets of 18,708.13 million yuan as of March 31, 2025 [11]. - The net profit for the first quarter of 2025 was 302.59 million yuan, compared to 1,697.27 million yuan for the entire year of 2024 [11]. Risks and Challenges - The company faces risks related to technological iteration and new product development, which are critical for maintaining market competitiveness [3]. - Fluctuations in the prices of raw materials, particularly copper, can impact the company's profit margins and financial performance [4]. - The company has a significant amount of accounts receivable, which poses a risk of delayed collection affecting operational performance [5].

Group 1 - The 10th "Maker China" Information Technology Application Innovation and Entrepreneurship Competition was held in Chengdu, Sichuan, focusing on the importance of data elements in economic development [1][2] - The competition aligns with the national digital economy development strategy, emphasizing cutting-edge technology fields such as cybersecurity, artificial intelligence, cloud computing, and the Internet of Things [2] - The event includes unique activities like "supply-demand matchmaking" and "investment and financing matchmaking" to facilitate connections between participating companies and industry stakeholders [2] Group 2 - The competition encourages the display of disruptive innovative technologies as well as practical solutions addressing industry pain points, including big data applications for smart city construction and industrial internet projects [2] - The event aims to enhance the national influence of the competition and lay a solid foundation for collecting high-quality projects [3] - The "Maker China" series serves as a national-level innovation and entrepreneurship platform, providing small and medium-sized enterprises with opportunities to showcase innovations and connect with quality resources [2][3]