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新华网科技观察丨“岛”上造车,有什么新逻辑
Xin Hua She· 2026-01-31 02:29
上汽通用五菱智能工厂"质量岛"内,三维测量系统正在高速扫描白车身。新华网 东子寒 摄来自一个"创新小岛"的提问, 不仅承载着生产流程的再造,更凝聚着产业协同与人才培育的智慧,而这正是中国制造向"中国智造"演进的内在驱动 力。当无数这样的"创新之岛"星罗棋布、串联成网,中国制造业迈向高质量发展的图景将愈发清晰与壮阔。(参与报 道:王小骥 东子寒 于子茹) 一辆汽车的生产路径不再是一条笔直向前的传送带,而是由系统实时计算出的、穿梭于不同"岛屿"之间的优化解决方 案。新华网 王小骥 摄"前两次汽车工业革命由国外发起,第三次汽车工业革命终于看到中国人主导的新范式"。在"领航 级智能工厂"的评审现场,多位权威专家做出了如此评价。这也说明,继福特流水线定义的规模化制造、丰田精益生产 奠定的高质量低成本模式之后,由上汽通用五菱引领的智能岛制造体系,正被视为破解大规模与个性化定制矛盾的第三 次汽车制造革命的核心范式。北京航空航天大学教授陶飞明确指出:"全球第三次汽车制造变革,就是我们五菱人、中 国人引领的这种岛式智能制造模式。"一场由中国人定义并引领的汽车制造新纪元,正在从理念走向现实。 新华网柳州1月31日电题:"岛"上造 ...
展现中国智造、消费新机遇:深市8公司亮相香港路演
Group 1: Event Overview - The Shenzhen Stock Exchange held a special roadshow in Hong Kong titled "Investing in New Opportunities in China," featuring eight listed companies from the Shenzhen market [1] - The event aimed to showcase the investment value of high-quality assets in Shenzhen and the industrial upgrades of these companies to overseas asset management institutions [1] - Since 2023, the Shenzhen Stock Exchange has organized overseas roadshows covering 14 countries and regions, connecting over 2,000 foreign institutional investors [1] Group 2: Company Highlights - Juxing Technology operates 23 production bases globally, with over 95% of its revenue coming from overseas, making it a major supplier for top global retailers [7] - Yilian Network maintains a global market share of over 95% in SIP phones and ranks among the top five in video conferencing systems, benefiting from a dynamic order allocation mechanism [7] - Changying Precision is expanding its production bases in Vietnam and Mexico to meet the diversified supply chain needs of major clients like Apple and CATL [7] - Shenghong Technology is leading the market with advanced materials and technologies, focusing on AI-related products and sustainable development strategies [7][8] Group 3: Consumer Sector Insights - Yunnan Baiyao is projected to exceed 40 billion yuan in revenue in 2024, with a net profit of 4.75 billion yuan, showcasing a strong dividend policy and brand strength [8] - Salted Fish has established a closed-loop system for product development, achieving a rapid iteration cycle and a return on equity of 40.9%, attracting significant foreign investor interest [8] Group 4: Investor Sentiment and Future Outlook - Foreign investors remain optimistic about the Chinese stock market, anticipating a sustainable growth cycle driven by improving fundamentals and long-term growth potential [9] - The "14th Five-Year Plan" emphasizes increasing domestic consumption and technological self-reliance, which may lead to new growth opportunities in the consumer sector and for companies with strong R&D capabilities [9] - The Shenzhen Stock Exchange plans to enhance services for overseas investors and facilitate cross-border investment activities to support domestic and international economic circulation [9]
市长一天两次代言,深圳高科技“土特产”凭啥圈粉全球?
Nan Fang Du Shi Bao· 2026-01-29 15:01
Core Insights - Shenzhen's high-tech products, referred to as "local specialties," are gaining global recognition, showcasing advanced technology and meeting market demands [2][7] - The city is promoting its innovative products, including electric vehicles, consumer drones, AI glasses, and foldable phones, highlighting their international appeal [1][2] - Shenzhen's participation in global exhibitions, such as CES 2026, underscores its technological prowess and market competitiveness [3][4] Industry Performance - Shenzhen's high-tech product exports have increased by 10.1%, with significant growth in electric vehicles (23.2%), 12-inch integrated circuit wafers (25.4%), industrial robots (43.1%), and consumer drones (40.1%) [2][8] - The city's strategic emerging industries, including semiconductors, smart connected vehicles, and artificial intelligence, have seen double-digit growth, contributing to 43% of GDP [8] Market Dynamics - The "Huaqiangbei" market has become a central hub for global procurement of Shenzhen's high-tech products, attracting over 100,000 additional visitors and generating sales exceeding 2.5 million yuan during promotional events [4][6] - AI-enabled products are particularly popular among international buyers, with significant interest in AI glasses and translation devices, reflecting consumer demand for innovative technology [5][6] Innovation Ecosystem - Shenzhen's success in producing high-tech products is attributed to its robust innovation ecosystem, efficient industrial chain, and high R&D investment, which reached 245.31 billion yuan in 2024, marking a 9.7% increase [7][8] - The city boasts a high R&D intensity of 6.67%, leading the nation, with over 70% of industrial enterprises having R&D institutions [7][8] Global Strategy - Shenzhen's high-tech products are positioned to meet international consumer needs, balancing quality and cost-effectiveness, which enhances their global market presence [7][8] - The ongoing "Guanghuo Xing Tianxia" initiative is facilitating the international expansion of Shenzhen's products, reinforcing China's manufacturing capabilities on a global scale [8]
锚定金融强国 洞察产业价值:招商证券《投资中国——走进上市公司》赋能客户投资决策
Sou Hu Cai Jing· 2026-01-29 12:21
Core Insights - The Chinese capital market is transitioning from scale expansion to quality enhancement, with the "financial power" goal and new "National Nine Articles" providing direction for high-quality development in the industry [1] - Investor wealth management needs have evolved from traditional short-term returns to a focus on deep industry analysis and long-term value, emphasizing risk-controlled certainty and comprehensive service [1] - China Merchants Securities is launching the "Investing in China - Entering Listed Companies" service brand in 2025 to address information barriers through in-depth industry research, embodying the "buy-side advisory" concept and serving the real economy [1] Group 1 - The service brand will conduct nine in-depth industry research events to help investors understand the real pulse of Chinese industries based on data logic [1] - The focus areas include semiconductor sensors, pharmaceutical CDMO services, green energy in photovoltaics, AI, healthcare, optical communication, rare earth permanent magnets, and new materials [1] - The initiative aims to provide investors with insights into "Chinese manufacturing" and deliver investment guidance that combines depth and foresight [1] Group 2 - The series of activities features "on-site visits + industry decoding" to create a direct communication bridge between investors and quality listed companies [3] - Activities include senior analysts leading tours, in-depth dialogues with company executives, and on-site exploration of production operations, meeting clients' needs for industry insights [3] - This approach enhances the professional depth of client services and conveys the warmth of wealth management [3] Group 3 - The nine industry visits serve as an upgrade in investment understanding and an expansion of industry perspectives for investors [5] - Investors reported that engaging with production lines and management teams transformed their understanding from financial data to a comprehensive grasp of industry logic and application scenarios [5] - This experience strengthens their recognition of the value and structure of the industry chain, turning abstract trends into concrete frameworks [5] Group 4 - Each visit allows investors to combine data support with on-site insights, deepening their understanding of corporate long-term value and responsibility [9] - The initiative exemplifies the mission of connecting capital with real value and aligns with the brand's commitment to customer value and serving the real economy [9] - The "Investing in China - Entering Listed Companies" initiative will continue to develop in the coming year, enhancing wealth and high-net-worth client services while supporting the high-quality development of the real economy [9]
格力朱磊:董明珠带领格力脚踏实地,不借外援、不抄捷径,一砖一瓦筑牢中国智造根基
Xin Lang Cai Jing· 2026-01-29 03:01
他表示,从自主设计到核心设备自研,从工业机器人到机床全产业链自主可控,董总(董明珠)带领格 力脚踏实地,不借外援、不抄捷径,一砖一瓦筑牢中国智造根基。这份硬实力,是格力的底气,更是中 国制造的底气!为格力,为中国智造喝彩! 责任编辑:李思阳 1月29日消息,珠海格力电器股份有限公司市场总监朱磊发微博表示,格力领航级智能工厂登上新闻联 播,这份国家级认可,是格力深耕自主创新的最好答卷。 他表示,从自主设计到核心设备自研,从工业机器人到机床全产业链自主可控,董总(董明珠)带领格 力脚踏实地,不借外援、不抄捷径,一砖一瓦筑牢中国智造根基。这份硬实力,是格力的底气,更是中 国制造的底气!为格力,为中国智造喝彩! 1月29日消息,珠海格力电器股份有限公司市场总监朱磊发微博表示,格力领航级智能工厂登上新闻联 播,这份国家级认可,是格力深耕自主创新的最好答卷。 责任编辑:李思阳 ...
从中国供应链到全球市场,酷赛智能的出海破局之路
Jin Tou Wang· 2026-01-29 00:13
核心竞争力的构建,离不开技术研发与产品创新的双轮驱动。作为国家级专精特新"小巨人"企业,酷赛智 能拥有全栈式研发设计能力,掌握射频、天线、光学等关键技术,累计拥有100+项专利,2022至2024年研发 投入持续增长至2.259亿元。其独特的产品定义能力尤为亮眼,基于对不同国家地区消费水平、文化特色 的深刻理解,精准打造契合本土需求的产品,实现"合适的产品、价格与人群"的精准匹配。同时,支持模块 化解决方案,三个月内可完成现有机型修改,六个月内可开发新机型,高效响应定制化需求。 在"中国制造"向"中国智造"转型的浪潮中,Coosea酷赛智能以"本土品牌背后的赋能者"为定位,依托中国 供应链优势,凭借清晰的发展逻辑,在全球智能科技市场稳步拓展,走出了一条扎实的出海之路。 出海的根基,源于对中国供应链的深度依托。酷赛智能深耕行业近二十年,精准把握国内成熟产业生态的 红利,构建了稳定高效的供应链体系。通过与多家核心元器件供应商建立长期合作,确保物料供应不受突 发情况影响。同时,借助ERP系统、SRM数字采购平台等数字化工具,实现物料全流程可视化管理与供需 协同在线化,大幅提升采购与交付效率。这套兼具稳定性与灵活性的 ...
消费“新”图景丨“新国补”激发购车热 助力车市“开门红”
Xin Hua Wang· 2026-01-28 03:04
新年伊始,新一轮"国补"政策正式落地。今年,申领汽车报废更新补贴旧车的注册登记时间进一步放宽,汽车以旧换新补贴方式从定额补贴调整为按照 新车售价比例给予补贴,报废更新最高补2万元,置换更新最高补1.5万元。这意味着购买价值更高、技术更先进的节能环保新车的消费者,能够获得相 对更高额度的补贴支持。 在河南省漯河市,当地组织55家知名汽车销售品牌联动推出"厂家优惠+让利促销"活动,汽车市场购销两旺。 此外,不少商家同步开启线上直播看车模式,引导消费者到店内参与线下试驾,进一步激活汽车消费市场活力。 今年河北省保定市共有290余家汽车销售企业参与以旧换新活动,销售网络覆盖全市各县(市、区)、乡镇。 新华社音视频部制作 1月9日,消费者在江西省南昌市青云谱区三家店街道一品牌汽车4S店内试驾。新华社发 (鲍赣生 摄) 1月14日,消费者在湖北省武汉市一家购物中心选购新能源汽车。新华社发(赵军摄) 记者:杨金鑫、邹尚伯、付旭遥 摄制:齐涛、班静怡 编导:张南琦 截至目前,全国已有多地汽车置换更新补贴正式开放申请。消费市场"焕新"热潮,映照出中国制造迈向"中国智造"的新图景。 1月1日,领取相关补贴后的消费者在广州京东MA ...
深圳一港口罕见画面曝光!3300个出海集装箱,全是抢手国货!老船长:优势太明显
Nan Fang Du Shi Bao· 2026-01-28 00:47
Group 1: Overview of Spring Festival Migration - The annual Spring Festival migration, described as "the largest cyclical personnel migration in the world," will commence in less than 20 days and last for 40 days, reflecting the deep emotional connection of countless Chinese people to returning home for the New Year [1] Group 2: Shenzhen's Role as a Global Hub - Shenzhen's Saltian Port serves as a critical point for global trade, acting as a bridge between China and the world, and is recognized as APEC's "Third City" in China [2][4] - The port's operational efficiency is highlighted, with Saltian International's ability to handle large container ships efficiently, showcasing its status as a global hub [5][6] Group 3: Advancements in Chinese Manufacturing - The cargo on the "COSCO SHIPPING SPAIN" reflects a shift in Chinese manufacturing from OEM (Original Equipment Manufacturer) products to innovative products like lithium batteries and electric vehicles, indicating a transformation in China's export landscape [7][8][9] - Data shows that Shenzhen's exports of vacuum cleaners reached 11.12 billion yuan in the first 11 months of 2025, demonstrating the city's evolution from a manufacturing hub to a global innovation center [9] Group 4: Technological Integration in Maritime Operations - The integration of advanced technology, such as 5G networks on ships, enhances communication for crew members, reflecting the modernization of maritime operations [10][11] - The ship's engine room is equipped with essential tools, allowing crew members to perform repairs, showcasing a blend of self-reliance and advanced port operations [11] Group 5: Future Prospects for APEC - The departure of the "COSCO SHIPPING SPAIN" with 3,300 containers of "Chinese intelligence" symbolizes Shenzhen's dynamic energy and its role as a key player in the global supply chain [12]
三登春晚!浙江“智造”机器人凭啥火遍全国?
Xin Lang Cai Jing· 2026-01-27 12:25
Core Insights - Yushu Technology has been announced as the robot partner for the 2026 Spring Festival Gala, marking its third consecutive appearance after the 2021 and 2025 events, highlighting its growing prominence in the robotics industry [1][13] - The company's continued selection for the gala is attributed to its strong technical capabilities and cultural integration, supported by the favorable policies and ecosystem in Zhejiang province [1][12] Technological Development - Yushu's robots have demonstrated a clear path of technological iteration, evolving from 24 robotic cows in 2021 to 16 H1 robots in 2025, and now preparing for the 2026 performance with the new robot [2][14] - The H1 humanoid robot achieved a speed of over 5 m/s and won four gold medals at the inaugural World Humanoid Robot Sports Competition, showcasing significant advancements in performance [7][19] Policy Support - The Zhejiang provincial government has included humanoid robots in its major technology initiatives, providing financial support for R&D and rewarding companies for their innovation efforts [4][16] - The province's commitment to innovation is evident in its plan to invest over 900 billion yuan in technology by 2027, aiming to support the growth of high-tech enterprises [10][22] Market Performance - By the end of 2025, Yushu's humanoid robot shipments exceeded 5,500 units, establishing a leading position in the global market, with the G1 model priced starting at 99,000 yuan [9][21] - The company has submitted over 200 patent applications, with 180 granted, reflecting its strong focus on intellectual property and innovation [9][21] Ecosystem Development - Zhejiang's collaborative ecosystem promotes the integration of whole machine and component manufacturers, fostering a robust industrial cluster for humanoid robots [10][22] - The province encourages talent sharing between academia and industry, enhancing the innovation capacity of technology enterprises [10][22] Brand Evolution - Yushu's partnership with the Spring Festival Gala signifies its transition from a niche brand to a nationally recognized name, embodying the evolution of China's manufacturing to innovation [12][24]
破局小动力锂电池难题:星恒电源推出GT-Force高导超距技术
Huan Qiu Wang Zi Xun· 2026-01-26 07:28
Group 1 - The small power lithium battery market is rapidly expanding from a "billion-level" to a "trillion-level" due to increased user demand for short-distance transportation tools, accelerated "oil-to-electric" transitions in Southeast Asia, and policies promoting carbon neutrality [1] - Star Power has launched the Polaris high-capacity battery and FAR Ranger series electric motorcycle lithium batteries, addressing challenges in range, safety, and cost faced by the electric two-wheeler and three-wheeler market [1][2] - The prevalence of low-quality "knockoff lithium batteries" poses safety risks and threatens the industry's reputation, highlighting the need for standardized, safe, and affordable lithium batteries [2] Group 2 - The Polaris high-capacity battery features advanced precursor material systems and "high-conductivity ultra-distance technology," aiming to provide high-performance power solutions with a range of 100 kilometers for electric motorcycles and three-wheelers [2] - Star Power is actively involved in drafting national mandatory standards (GB-36672) for lithium batteries used in electric motorcycles and three-wheelers, which aims to eliminate unsafe non-standard products and promote healthy industry development [2] - China has become the largest producer and consumer of lithium batteries globally, with a competitive industry chain, and the small power lithium battery sector is seen as a "second growth curve" for China's lithium battery industry as it expands internationally [2]