来源：新浪证券-红岸工作室 9月23日，斯菱股份涨1.49%，成交额7.25亿元，换手率5.65%，总市值211.21亿元。 1、2024年5月8日互动易回复：公司谐波减速器已在量产前期筹备阶段。 2、2024年5月9日互动易：公司机器人零部件产品计划覆盖工业机器人、协作机器人及人形机器人等领 域。目前谐波减速器已在量产前期筹备阶段。 3、根据2025年4月24日公告：报告期内，公司结合行业新标准及客户定制化需求，成功研发并量产低能 耗轴承、自锁式轮毂轴承等高性能新产品，同时完成新能源汽车驱动轮毂电机系统高速轴承关键技术攻 关，实现新能源驱动电机轴承主机配套能力。 4、根据2024年年报，公司海外营收占比为68.37%，受益于人民币贬值。 5、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部国家级专 精特新小巨人企业名单。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立 ...

开幕式上，工业和信息化部联合国家发展改革委共同发布《工业园区高质量发展指引》，上海发布 了"上海市中试示范平台"，开幕式还颁发了1项CIIF特别大奖和10项CIIF奖。开幕式期间同步举办新型 工业化主旨论坛，中国科学院院士朱美芳、巴西科学院院士罗米多·托莱多、华勤技术股份有限公司董 事长邱文生、珠海格力电器股份公司董事长董明珠分别发言。 上海市政协副主席钱锋，中国宝武钢铁集团有限公司党委书记、董事长胡望明出席开幕式。 开幕式后，李乐成、龚正一行走进工博会展馆，来到国家新型工业化暨"十四五"工业重大成就展、国家 先进制造业集群主题成果展、产业基础创新成果展、"AI+工业母机"、智行未来、智能养老、未来工业 等展区，察看"AI+制造"、新能源、集成电路、智能驾驶、智能机器人等领域最新科技成果。 加快建设以先进制造业为骨干的现代化产业体系，提升产业科技创新体系整体效能。 李乐成在致辞中说，"十四五"以来，在以习近平同志为核心的党中央坚强领导下，我国推进新型工业化 取得历史性成就。工业是发展新质生产力的主战场、主阵地，工业和信息化部将牢牢锚定实现新型工业 化这个关键任务，加快建设以先进制造业为骨干的现代化产业体系，提 ...

Core Insights - The 25th China International Industry Fair opened in Shanghai, focusing on accelerating the transformation of innovative achievements and providing support for the mass production of new technologies and products [1][2] - China's industrial added value is projected to reach 40.5 trillion yuan in 2024, with manufacturing added value at 33.6 trillion yuan, maintaining the largest manufacturing scale globally for 15 consecutive years [1] - China is expected to contribute over 30% to global manufacturing growth during the 14th Five-Year Plan, with an increase of 8 trillion yuan in manufacturing added value [1] Group 1 - The first batch of Shanghai's pilot platforms was announced, including platforms for photoresists, humanoid robots, new energy storage testing, and high-end machine tools for aerospace [2] - The pilot platforms aim to address industrialization bottlenecks and provide validation and support for the mass production of new technologies and products [2] - The Ministry of Industry and Information Technology, in collaboration with the National Development and Reform Commission, released guidelines for the high-quality development of industrial parks, promoting specialized, intensive, data-driven, green, and standardized growth [2]

新华社北京9月23日电（记者周圆）记者23日获悉，工业和信息化部、国家发展改革委日前联合印 发《工业园区高质量发展指引》，进一步引导工业园区提质增效升级。 工业园区是工业发展的重要载体，在推进新型工业化、发展新质生产力中发挥重要作用。当前，我 国工业园区正面临内部改革深化和外部环境变化的双重挑战，新时代推进新型工业化的内涵要求也对工 业园区发展提出了更高标准。指引旨在为工业园区从"量的快速增长"迈向"质的有效提升"提供行动指 南，切实促进工业园区高质量发展。 指引从做强特色优势产业、完善园区空间治理、培优园区企业主体、提升产业科技创新能力、促进 实数深度融合、推动绿色安全发展、提高开放合作水平等7方面提出19个发展导向，如着力打造特色突 出、优势明显、效益显著的主导产业，避免低水平、同质化竞争，原则上不宜超过3个主导产业；探索 长期租赁、先租后让、弹性年期出让等方式优化园区土地供给；鼓励有条件的园区打造人工智能、云计 算等新技术设施等。 据悉，工业和信息化部、国家发展改革委等部门下一步将与地方有关部门形成合力，指导工业园区 在推进新型工业化进程中发挥更加重要的作用，为中国式现代化构筑强大物质技术基础。（完） ...

21世纪经济报道见习记者冉黎黎 北京报道 （资料图） 同时，提升园区产业能级。推动传统产业转型升级，引导企业加强技术改造和设备更新，加快新技术、 新工艺、新材料、新装备应用，依法依规淘汰落后产能。瞄准科技前沿和关键领域，立足产业特色优 势，因地制宜加强新兴产业和未来产业的谋划布局，推动场景建设和开放，促进技术创新迭代，积极培 育壮大新赛道新动能。 如王莉所言，《指引》也着力于创新驱动与数字化转型。 具体来看，在提升产业科技创新能力上，《指引》提到，加强创新资源建设和共享。聚焦主导产业发 展，鼓励有条件的园区建设国家技术创新中心、国家制造业创新中心、国家产业创新中心等高水平创新 载体，搭建概念验证、中试验证等创新和服务平台，开放场景推动工业软件应用。强化创新人才引进培 育。建立健全创新人才引育机制，加强政策保障，支持企业引进创新人才和团队。 促进实数深度融合方面，《指引》提出，加强新型信息基础设施建设应用。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。鼓励有条件的园区打造人工智 能、云计算等新技术设施，提升开源操作系统应用水平，夯实园区数字化智能化发展基础。提高园区数 ...

Core Viewpoint - The Ministry of Industry and Information Technology, in collaboration with the National Development and Reform Commission, has released the "Guidelines for High-Quality Development of Industrial Parks," which aims to guide the development of industrial parks towards specialization, intensification, digitalization, greening, and standardization [1][6]. Group 1: Development Directions - The guidelines propose 19 development directions across 7 areas to enhance the quality of industrial parks, focusing on improving industrial innovation capabilities and promoting the deep integration of digital technology with the real economy [1][10]. - Emphasis is placed on avoiding low-level, homogeneous competition by clearly defining the industrial positioning of parks and limiting the number of dominant industries to no more than three [2][10]. Group 2: Digital and Technological Integration - The guidelines stress the importance of strengthening new information infrastructure, including the deployment of 5G, gigabit optical networks, and industrial internet within parks [2][11]. - Encouragement is given for parks to develop facilities for artificial intelligence and cloud computing to enhance digital and intelligent development [2][11]. Group 3: Green Development Initiatives - Green development is highlighted as essential, with a focus on utilizing renewable energy infrastructure such as rooftop solar and decentralized wind power, and establishing zero-carbon energy supply systems [3][4]. - The guidelines support the construction of zero-carbon parks, with specific plans in regions like Yunnan and Shandong to develop multiple zero-carbon parks by 2027 and 2030, respectively [3][4]. Group 4: Overall Objectives - The guidelines aim to align with national strategies for new industrialization and the development of new productive forces, emphasizing the need for a comprehensive approach to enhance the quality and efficiency of industrial parks [8][10]. - The overall goal is to create a robust framework that supports the sustainable and high-quality development of industrial parks, contributing to the broader objectives of industrial modernization [8][10].

工业和信息化部规划司相关负责人表示，纵观我国工业发展历程，工业园区作为工业发展的重要载体， 在推进新型工业化、发展新质生产力中发挥重要作用。当前，我国工业园区正面临内部改革深化和外部 环境变化的双重挑战，新时代推进新型工业化的内涵要求也对工业园区发展提出了更高标准，亟需通过 制定《指引》，为工业园区从"量的快速增长"迈向"质的有效提升"提供行动指南，切实促进工业园区高 质量发展。 《指引》提到，工业园区高质量发展方向有七个方面。一是做强特色优势产业。推动传统产业转型升 级，积极培育壮大新赛道新动能，着力打造特色突出、优势明显、效益显著的主导产业，避免同质化竞 争，原则上不宜超过3个主导产业。二是完善园区空间治理。推动土地集约利用、优化园区空间布局， 探索长期租赁、先租后让、"工业上楼"等方式，拓展产业发展空间。三是培优园区企业主体。支持龙头 企业发挥引领带动作用，促进中小企业做精做优细分领域并融入龙头企业供应链体系。四是提升产业科 技创新能力。鼓励有条件的园区建设国家技术创新中心、国家制造业创新中心等高水平创新载体，深化 与国家高新区、国家级经开区等的创新合作。五是促进实数深度融合。加强新型信息基础设施建设应 ...

Core Viewpoint - The article emphasizes the importance of high-quality development in industrial parks, focusing on green infrastructure, efficient resource utilization, and the integration of digital technologies to enhance industrial productivity and sustainability [1][3]. Group 1: Overall Requirements - The guidelines are guided by Xi Jinping's thoughts and aim to implement the spirit of the 20th National Congress of the Communist Party, focusing on green, digital, and high-quality development of industrial parks [4]. - The document outlines the need for industrial parks to enhance their unique characteristics, optimize spatial governance, and promote innovation and collaboration [4]. Group 2: Development Orientation - Industrial parks should strengthen their distinctive industries by clearly defining their industrial positioning and avoiding homogeneous competition [5]. - There is a focus on enhancing the industrial chain by identifying strengths and weaknesses within the supply chain and promoting collaboration among enterprises [5]. - The guidelines encourage the upgrading of traditional industries through technological innovation and the elimination of outdated production capacities [5]. Group 3: Space Governance - The guidelines advocate for the efficient use of land through innovative leasing and development strategies, including vertical industrial development [6]. - It emphasizes the need for optimizing the spatial layout of production and living areas within parks to support the main industries [6]. Group 4: Enterprise Development - A mechanism for nurturing enterprises is proposed, focusing on cultivating leading enterprises and supporting small and medium-sized enterprises to integrate into larger supply chains [7]. - The guidelines suggest enhancing the service system for enterprises, including streamlined administrative processes and support for quality management [7]. Group 5: Technological Innovation - The document highlights the importance of building innovation resources and encouraging collaboration between enterprises and research institutions to foster technological advancements [8]. - It calls for the establishment of talent cultivation mechanisms to attract and develop skilled professionals in the industrial parks [8]. Group 6: Digital Integration - The guidelines promote the construction of new information infrastructure and the application of digital technologies to enhance operational efficiency within industrial parks [9]. - There is an emphasis on supporting enterprises in their digital transformation efforts, including the modernization of equipment and processes [9]. Group 7: Green Development - The guidelines stress the need for developing green facilities, such as renewable energy sources and waste management systems, to promote sustainable industrial practices [10]. - Encouragement is given to enterprises to adopt low-carbon development strategies and improve energy efficiency [11]. Group 8: Open Cooperation - The document advocates for engaging in industrial transfer and collaboration with surrounding regions to optimize resource allocation and enhance competitiveness [12]. - It encourages international cooperation in industry and technology to foster innovation and development [12].

每经AI快讯，工业和信息化部部长李乐成9月23日在第25届中国国际工业博览会开幕式上致辞表示，"十 五五"时期，工业和信息化部将牢牢锚定实现新型工业化这个关键任务，以推动高质量发展为主题，以 发展新质生产力为重点，以推动科技创新和产业创新深度融合为关键路径，以改革创新为根本动力，加 快建设以先进制造业为骨干的现代化产业体系，不断筑牢中国式现代化的物质技术基础。在培育壮大新 兴和未来产业方面，李乐成表示，要实施培育新兴产业打造新动能行动，统筹技术创新、规模化发展和 应用场景建设，加快打造一批新兴支柱产业；建立未来产业投入增长机制，加强前沿技术研发和应用推 广，开辟人形机器人、脑机接口、元宇宙、量子信息等新赛道，创建一批未来产业先导区。 ...

Company Overview - Guangdong Tuosda Technology Co., Ltd. is located in Dongguan, Guangdong Province, and was established on June 1, 2007. The company went public on February 9, 2017. Its main business involves providing industrial automation solutions and related equipment to downstream manufacturing clients [2]. - The revenue composition of Tuosda includes: Smart Energy and Environmental Management Systems (31.50%), Industrial Robots and Automation Application Systems (29.39%), Injection Molding Machines and Supporting Equipment (21.05%), CNC Machine Tools (15.07%), and Others (3.00%) [2]. Financial Performance - For the first half of 2025, Tuosda achieved operating revenue of 1.086 billion yuan, a year-on-year decrease of 36.98%. The net profit attributable to the parent company was 28.73 million yuan, down 19.75% year-on-year [2]. - Since its A-share listing, Tuosda has distributed a total of 284 million yuan in dividends, with 48.18 million yuan distributed over the past three years [3]. Stock Market Activity - On September 23, Tuosda's stock price fell by 2.02%, trading at 37.40 yuan per share, with a total market capitalization of 17.839 billion yuan. The trading volume was 245 million yuan, with a turnover rate of 1.95% [1]. - Year-to-date, Tuosda's stock price has increased by 46.72%, but it has seen a decline of 4.81% over the past five trading days [1]. - Tuosda has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on May 13, where it recorded a net buy of -129 million yuan [1]. Shareholder Structure - As of June 30, 2025, Tuosda had 87,200 shareholders, a decrease of 0.74% from the previous period. The average circulating shares per person were 3,806, down 0.94% [2]. - The top ten circulating shareholders include notable ETFs such as Huaxia CSI Robot ETF and Tianhong CSI Robot ETF, with significant increases in their holdings [3].