新型工业化
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工信部:到2028年 工业互联网与人工智能融合赋能水平显著提升
Yang Shi Wang· 2026-01-07 10:21
Core Viewpoint - The Ministry of Industry and Information Technology has issued an action plan to enhance the integration of industrial internet and artificial intelligence, aiming for significant improvements by 2028 in various sectors through upgraded infrastructure, data model interoperability, innovative application modes, and a cohesive industrial ecosystem [1][2][3]. Summary by Sections Overall Requirements - The action plan aims to deepen the integration of artificial intelligence in the industrial sector, enhancing the competitiveness of the information and communication industry and supporting the transition to a higher-end global value chain by 2028 [3]. Infrastructure Upgrade Actions - Accelerate the intelligent upgrade of industrial networks using technologies like 5G, edge computing, and cloud control to meet new industrial demands [4]. - Improve the intelligence level of industrial internet platforms by leveraging deep learning and low-code technologies to enhance resource allocation and application development [5]. - Strengthen the supply of industrial computing power by integrating industrial internet with various computing centers and promoting the deployment of intelligent devices [6]. Data Model Interoperability Actions - Encourage the sharing of industrial data across various sources and establish a national industrial data directory to enhance data collaboration and analysis [7]. - Support the construction of high-quality industry data sets to meet the needs of industrial model training and application [8]. - Enhance the efficiency of industrial model development and deployment by standardizing and encapsulating industrial knowledge and processes [9]. Application Mode Innovation Actions - Promote the transformation of application modes in industries by utilizing industrial internet to streamline data flows between production and consumption, enhancing intelligent analysis and decision-making capabilities [10]. - Accelerate the promotion of industrial internet applications in key industries, providing guidelines and resources for digital transformation [11]. Industrial Ecosystem Integration Actions - Foster the development of intelligent solution providers by encouraging collaboration among industrial enterprises, internet companies, and AI firms [13]. - Support innovation in technology products, focusing on the intelligent upgrade of industrial communication and control systems [14]. - Optimize public service capabilities to provide low-cost intelligent services to small and medium-sized enterprises [14]. Guarantee Measures - Strengthen coordination for the integration of industrial internet and AI, encouraging local governments to develop supportive policies and funding mechanisms [15].
利好来了!
中国基金报· 2026-01-07 08:52
Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has issued the "Action Plan for the Integration of Industrial Internet and Artificial Intelligence," aiming to enhance the integration of AI and industrial sectors, thereby accelerating the transformation towards a new type of industrialization and improving the competitiveness of the information and communication industry by 2028 [2][9]. Summary by Sections Overall Requirements - The plan emphasizes the deep integration of information technology and industrialization, targeting the implementation of "AI+" in industrial applications, with a goal to significantly enhance the integration level of industrial internet and AI by 2028. It aims to support the upgrade of at least 50,000 enterprises in key industries such as raw materials, equipment manufacturing, consumer goods, and electronic information [9][10]. Infrastructure Upgrade Action - The plan includes actions to upgrade industrial networks, focusing on the integration of control, computing, and networking capabilities. It encourages the use of advanced technologies like 5G, edge computing, and cloud control to enhance industrial network capabilities [10][11]. - It aims to improve the intelligence level of industrial internet platforms, promoting the development of industrial applications based on AI technologies [11][12]. Data Model Interoperability Action - The plan stresses the importance of industrial data sharing and governance, advocating for the establishment of a national industrial data directory and enhancing the connectivity of heterogeneous industrial data [13][14]. - It encourages the development of high-quality industry data sets to support AI applications in industrial settings [14][15]. Application Model Renewal Action - The plan promotes the transformation of application models in industrial enterprises, encouraging the adoption of platform-based design, intelligent production, and digital management to enhance operational efficiency [16][17]. - It aims to establish a resource pool for solution development and promote typical cases of integration between industrial internet and AI [17][18]. Industrial Ecosystem Integration Action - The plan focuses on nurturing key enterprises and encouraging the development of intelligent system integration capabilities among solution providers. It supports the transition of industrial internet solution providers to intelligent solution providers [18][19]. - It promotes innovation in technology products, particularly in industrial communication chips and sensors, to enhance the overall industrial ecosystem [19][20]. Guarantee Measures - The plan calls for coordinated efforts to support the integration of industrial internet and AI, encouraging local governments to develop tailored policies and funding mechanisms to facilitate this integration [20].
拓斯达跌2.02%,成交额5.07亿元,主力资金净流出6315.73万元
Xin Lang Cai Jing· 2026-01-07 06:04
Core Viewpoint - The stock price of Tuosda has experienced a decline of 2.79% since the beginning of the year, with a recent drop of 2.02% on January 7, 2025, indicating potential concerns among investors regarding the company's performance and market conditions [1][2]. Company Overview - 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, and specializes in providing industrial automation solutions and related equipment to downstream manufacturing clients [2]. - The company's revenue composition includes: 31.50% from smart energy and environmental management systems, 29.39% from industrial robots and automation applications, 21.05% from injection molding machines and supporting equipment, 15.07% from CNC machine tools, and 3.00% from other sources [2]. Financial Performance - For the period from January to September 2025, Tuosda reported a revenue of 1.688 billion yuan, representing a year-on-year decrease of 24.49%. However, the net profit attributable to shareholders reached 49.3365 million yuan, showing a significant year-on-year increase of 446.75% [2]. - Since its A-share listing, Tuosda has distributed a total of 284 million yuan in dividends, with 48.1781 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, Tuosda had 71,600 shareholders, a decrease of 17.93% from the previous period. The average number of circulating shares per shareholder increased by 21.85% to 4,638 shares [2]. - The top shareholders include the E Fund National Robot Industry ETF, which holds 10.8108 million shares, and the Huaxia CSI Robot ETF, holding 9.2021 million shares, both of which have increased their holdings compared to the previous period [3].
张家港规上工业产值力争突破6000亿
Su Zhou Ri Bao· 2026-01-07 03:06
大会发布了《2026年张家港市推进新型工业化"520"行动方案》。方案聚焦传统产业转型升级和新 质生产力培育发展两大主线,系统部署现代化产业体系提升行动、制造业强基固本提质行动、人工智能 +制造业提速行动、绿色低碳转型提效行动、人才赋能产业升级提档行动,以及分门别类的20项具体举 措,进一步推动制造业高质量发展。 昨天(1月5日),张家港市召开新型工业化推进会暨"人工智能+"创新发展大会,提出今年力争规 上工业总产值突破6000亿元。 "人工智能+"是大会的另一大焦点。会上解读了《2026年张家港市人工智能"1+10"重点工作任务以 及人工智能产业发展扶持政策》。"1"即构建一个"一体化"发展规划与空间布局。张家港将整合人工智 能资源要素,依托集成电路材料创新中心、沙洲湖科创园、劢迪医疗器械产业创新港、东渡人才港等载 体,打造"智汇港湾",构建"一核多元、全域协同"空间规划布局。10项具体任务更是细致入微,从出台 《张家港市"人工智能+"创新应用城市行动计划(2026-2027)》到构筑要素齐全的人工智能赋能中心, 再到全力支持人工智能OPC培育发展,张家港抢抓人工智能重大机遇,为推进新型工业化添动能、增活 ...
新型工业化持续走深走实
Jing Ji Ri Bao· 2026-01-06 22:18
在广西柳州汽车城,上汽通用五菱"岛式"精益智造工厂忙碌的自动化生产线。 郑昌昊摄(新华社发) 现代化工业是现代化产业体系最重要的基础和核心。"十五五"规划建议提出,建设现代化产业体系,巩固壮 大实体经济根基。目前,全国各地正加速技术创新、推动产业集聚发展和数智化转型,持续完善创新体系和 产业生态,加强上下游协同配套,推动新型工业化走深走实。 工业和信息化部相关负责人表示,"十四五"以来,工信部深入推进新型工业化,加快建设制造强国,统筹推 进传统产业改造升级、新兴产业培育壮大、未来产业前瞻布局,产业整体实力、质量效益以及创新力、竞争 力、抗风险能力显著增强,建设以先进制造业为骨干的现代化产业体系取得明显成效。 创新成果持续涌现 在上海,集成电路迈向全产业链突围,生物医药取得创新突破,未来制造、未来材料等六大领域实现前瞻布 局;在重庆,"AI+制造"加快建设,智能网联汽车实现飞跃,低空经济创新发展;在广东,基础电信企业、 互联网企业、通信终端和装备企业上下游联动不断加快,形成良性生态……各地着力构建以先进制造业为骨 干的现代化产业体系,新型工业化迈出坚实步伐。 当前,我国产业科技创新能力稳步提升,重点领域创新成果 ...
以实干担当展现新气象新作为 江苏各地吹响新年发展“冲锋号”
Xin Lang Cai Jing· 2026-01-06 16:24
多地还围绕优化营商环境和科技创新发出动员令。盐城邀请专精特新"小巨人"企业负责人,就人才引育、 融资支持、创新赋能、服务保障等提出意见建议。泰州市针对构建"大海新晨"现代化产业体系,发布《大 企业培育跃升倍增计划》及重点产业链发展研究成果。 同样聚焦工业经济的还有徐州、连云港和淮安。徐州通过一系列调研活动明确,新的一年要紧紧抓牢项目 招引建设,主动对接企业需求,以精准服务助企纾困、赋能发展。连云港要求在主导产业、战略性新兴产 业、未来产业上,持续推进产业链招商和项目落地转化,为工业经济高质量发展创造良好条件。淮安和宿 迁也分别以主导产业培育壮大和数智新城建设为主题,部署了新一年的工作计划,加快构建与新质生产力 相适应的现代化产业体系。 扬州要求强化企业创新主体地位,完善创新型企业梯度培育体系,培大育强科技领军企业。镇江还提出要 最大程度激发党建与发展相融相促的"乘数效应",搭建供需对接、共链合作平台,让产业链在党建引领下 释放出更强大的发展动能。 新一年、新奋斗。连日来,江苏各地陆续吹响了新一年的发展冲锋号,新型工业化、重大项目建设、科技 自强自立、优化营商环境……主题不同、各有侧重的动令接连发出,展现出各地 ...
多地年初加快布局新型工业化建设
Zheng Quan Ri Bao· 2026-01-06 16:11
开年以来,苏州市、无锡市、漳州市、商丘市等多地围绕新型工业化议题紧锣密鼓地部署新一轮工作。 例如,1月5日,商丘市人民政府办公室发布《商丘市加快人工智能赋能新型工业化行动方案》,提 出"推动重点企业转型""推动重点开发区转型""完善算力和网络设施"等多项具体任务。 中国电子商务专家服务中心副主任郭涛对《证券日报》记者表示,多地于年初即加快布局,在已有基础 上提出新型工业化建设的新目标与行动路线图,将更好地推动信息化和工业化融合,促进创新资源整 合,切实提升产业链供应链韧性和安全水平,为加快实现高水平科技自立自强助力。 在谋划新型工业化路线图的过程中,不同地方的侧重点有所不同,其中,优势产业、人工智能和场景建 设三个关键词广受关注。 《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》提出,"新型工业化、信息化、城 镇化、农业现代化取得重大进展,发展新质生产力、构建新发展格局、建设现代化经济体系取得重大突 破"。 受访专家普遍表示,2026年是深入推进新型工业化的关键一年,后续,将有更多地方针对该议题发布新 的政策举措。除优势产业、人工智能、场景建设外,各地在推进新型工业化过程中还应特别注意两个问 题: ...
拓斯达跌2.05%,成交额4.20亿元,主力资金净流出4766.01万元
Xin Lang Cai Jing· 2026-01-06 03:04
Core Viewpoint - The stock price of TuoSiDa has experienced fluctuations, with a recent decline of 2.05% and a year-to-date drop of 1.28%, despite a 3.24% increase over the last five trading days [1][2]. Group 1: Stock Performance - As of January 6, TuoSiDa's stock price is reported at 32.52 CNY per share, with a market capitalization of 15.511 billion CNY [1]. - The stock has seen a 3.24% increase over the last five trading days and a 9.86% increase over the last 20 days, while it has decreased by 5.68% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, TuoSiDa achieved a revenue of 1.688 billion CNY, representing a year-on-year decrease of 24.49%, while the net profit attributable to shareholders was 49.3365 million CNY, showing a significant year-on-year increase of 446.75% [2]. Group 3: Shareholder Information - As of September 30, 2025, TuoSiDa had 71,600 shareholders, a decrease of 17.93% from the previous period, with an average of 4,638 circulating shares per shareholder, which is an increase of 21.85% [2]. - The company has distributed a total of 284 million CNY in dividends since its A-share listing, with 48.1781 million CNY distributed over the last three years [3]. Group 4: Institutional Holdings - As of September 30, 2025, the second-largest circulating shareholder is the E Fund National Robot Industry ETF, holding 10.8108 million shares, an increase of 9.0576 million shares from the previous period [3]. - Other notable institutional shareholders include the Huaxia CSI Robot ETF and the Hong Kong Central Clearing Limited, both of which have increased their holdings [3].
浙海德曼跌2.03%,成交额3370.80万元,主力资金净流出208.78万元
Xin Lang Cai Jing· 2026-01-06 02:25
Group 1 - The core viewpoint of the news is that Zhejiang Haideman's stock has experienced fluctuations, with a recent decline of 2.03% and a total market value of 10.516 billion yuan [1] - As of January 6, the stock price is reported at 94.50 yuan per share, with a trading volume of 33.708 million yuan and a turnover rate of 0.32% [1] - The company has seen a net outflow of main funds amounting to 2.0878 million yuan, with large orders accounting for 7.90% of purchases and 14.10% of sales [1] Group 2 - Year-to-date, Zhejiang Haideman's stock price has decreased by 2.44%, with a 3.43% increase over the last five trading days, a 17.11% decrease over the last 20 days, and a 21.43% decrease over the last 60 days [2] - The company, established on March 17, 1993, and listed on September 16, 2020, specializes in the research, design, production, and sales of CNC lathes, with high-end CNC lathes contributing 70.99% to revenue [2] - As of October 31, the number of shareholders is 5,575, with an average of 19,960 circulating shares per shareholder [2] Group 3 - For the period from January to September 2025, Zhejiang Haideman achieved an operating income of 608 million yuan, representing a year-on-year growth of 11.71%, and a net profit attributable to shareholders of 30.8877 million yuan, up 78.18% year-on-year [2] - The company has distributed a total of 140 million yuan in dividends since its A-share listing, with 96.4421 million yuan distributed over the past three years [3] - As of September 30, 2025, the top ten circulating shareholders include Penghua Carbon Neutral Theme Mixed A, which holds 2.1407 million shares as a new shareholder [3]
纽威数控涨1.43%,成交额6844.12万元,今日主力净流入-735.60万
Xin Lang Cai Jing· 2026-01-05 19:00
Core Viewpoint - Nuwei CNC Equipment Co., Ltd. focuses on the research, development, production, and sales of mid-to-high-end CNC machine tools, with a significant emphasis on humanoid robots and industrial automation [2][3][4]. Group 1: Company Overview - Nuwei CNC specializes in mid-to-high-end CNC machine tools, offering over 200 models including large machining centers, vertical and horizontal CNC machine tools, and various accessories [3][4]. - The company is located in Suzhou, Jiangsu Province, and was established on April 29, 1997, with its stock listed on September 17, 2021 [8]. - The main revenue composition includes large machining centers (41.31%), vertical CNC machine tools (33.38%), horizontal CNC machine tools (22.68%), and other machine tools and accessories (2.14%) [8]. Group 2: Product Development - Nuwei CNC has developed a series of CNC horizontal lathes tailored for the humanoid robot industry, featuring a 30-degree inclined bed structure and modular design to meet high-precision processing requirements [2]. - The products are applicable for processing core rotating parts such as harmonic reducers, hollow cup motors, sensors, brakes, and planetary roller screws used in humanoid robots [2]. Group 3: Financial Performance - For the period from January to September 2025, Nuwei CNC achieved operating revenue of 2.07 billion yuan, representing a year-on-year increase of 12.88%, while the net profit attributable to shareholders decreased by 9.36% to 206 million yuan [9]. - The company has distributed a total of 604 million yuan in dividends since its A-share listing, with 523 million yuan distributed over the past three years [10]. Group 4: Market Position and Trends - Nuwei CNC is categorized under the mechanical equipment industry, specifically in general equipment and machine tools, and is associated with concepts such as small-cap stocks, new industrialization, and robotics [9]. - As of September 30, 2025, the number of shareholders increased by 10.47% to 13,500, with an average of 33,841 circulating shares per person, a decrease of 9.48% [9].