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]

图片 | 来自网络 原创整理 | TOP创新区研究院，FTA Group 转载引用请注明出处。内容仅供交流学习，不做任何商业用途，不代表任何投资建议。 如有侵权请联系后台删除。 "你是山东人？会不会开挖掘机啊？" 这是外地人对山东最常见的调侃。 但如果你以为山东真的只有挖掘机，那你就Naive了。 我们常说，中国是全球唯一拥有41个工业大类的国家， 但你可能不知道，中国内部，也只有一个省份能同时集齐这41个工业大类： 山东。 联合国产业分类标准将工业划分为41个大类、207个中类、666个小类。 截至最新数据，山东： 也就是说，你能想到的制造业，山东几乎都有；你想不到的制造业，山东可能也有。从纺织、建材、食品、化工，到造纸、冶金、能源、装备制造，再到 医药、电子信息、新材料、新能源…… 山东是全球工业体系中，唯一一个省级区域，能从挖一吨铁矿、炼一炉钢、造一台发动机、组一辆整车，一直到出口销售的全链条自治系统。 而且山东这个"门类全"的系统，不仅是样样通，更是样样强： 覆盖41个工业大类（全国唯一） 涵盖197个工业中类 拥有526个工业小类 工信部评选的"制造业单项冠军产品"中，全国390个产品，山东占了76 ...

我国传统产业具有基础稳固、体系完备、能力强大等特点，一个欣欣向荣的中国大市场，孕育着广阔增 量空间 增量空间在产业升级。今天，中国制造日新月异，技术革命一日千里。许多之前难以实现的设计、功 能、方案，都会因得益于此而成为现实。像心连心集团将煤炭资源"吃干榨净"，卫华集团研制出防摇摆 精确自动定位起重机等拳头产品，都得益于新技术赋能。与此同时，人工智能、工业互联网等新兴产业 加快成长，也让传统产业智能化改造条件更便利、成本更划算。不少企业乘着"两新"政策东风，适时进 行设备更新、工艺升级、数字赋能，进一步降本增效。总体看，传统产业、新兴产业、未来产业的耦合 联动、融通互促，会让各行业共同受益、携手发展。 为居民化解噪声困扰的隔声墙，不必挤占住房层高的吊顶系统，适用于剧院、酒店、会议中心等场景的 4小时防火墙……在河南新乡北新建材公司，记者被一个个解决用户痛点的新产品吸引，真是"没有做不 到，只有想不到"。 传统产业是制造业的基底，传统产业里也有新质生产力。主动开拓、积极作为，更加努力地响应和发掘 需求，老树也会"发新芽、长新枝、开新花、结新果"，传统产业就将迎来更大发展。 建材，典型的传统产业。近年来，房地产市 ...

在工业互联网快速发展的当下，传统二维界面已难以满足复杂工业场景的呈现与管理需求，三维场景搭 建凭借其强大的可视化能力，成为工业数字化转型的重要技术支撑。 三维场景搭建离不开一系列关键技术。建模技术是搭建的基础，细分之下有多边形建模、曲面建模等多 种方式。多边形建模通过拼接大量三角形面来构建物体形状，常用于创建结构相对规整的工业设备；曲 面建模则能生成光滑、连续的表面，适合塑造流线型或复杂曲面的工业产品。纹理映射技术给模型赋予 逼真的材质与细节，像是给金属设备贴上带有磨损痕迹的纹理，让模型更贴近真实。动画技术则为静态 模型注入动态活力，通过设置关键帧、骨骼绑定等操作，模拟工业设备的运转、物料的传输过程。此 外，虚拟现实（VR）与增强现实（AR）技术也与三维场景搭建深度融合，用户戴上 VR 设备，就能 "走进" 工业场景，身临其境般进行设备巡检、操作培训等工作。 软件工具，助力高效搭建 市面上的三维场景搭建软件种类丰富，各有专长。3ds Max 是一款功能全面的综合性软件，在工业产品 建模、动画制作方面表现出色，许多工业设计师用它设计新产品原型，模拟产品在实际场景中的形态与 功能。Maya 同样是行业内广泛使用的 ...

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].

金十数据5月30日讯，工信部印发《算力互联互通行动计划》，其中提到，推动算力互联在算力资源服 务、任务调度、市场交易、开源社区运营等新业态场景应用。推动算力互联在人工智能、科学计算、智 能制造、远程医疗、视联网等企业级场景，以及智能驾驶、云渲染、云电脑、云游戏等消费级场景应 用。推动算力互联与能源互联网、工业互联网、移动互联网等融合创新应用。 工信部：推动算力互联赋能典型应用场景 ...

证券代码：300689 证券简称：澄天伟业 编号：2025-003 深圳市澄天伟业科技股份有限公司投资者关系活动记录表 | | ☑特定对象调研□分析师会议 | | | --- | --- | --- | | 投资者关系活 动类别 | □媒体采访□业绩说明会 | | | | □新闻发布会□路演活动 | | | | □现场参观□其他 | | | 参与单位名称 | 红思客资产、山西证券、中金财富、国投证券、国投期货、远东宏信、 | | | 及人员姓名 | 北斗星投资、哲灵投资、雷沃基金、慧研智投、骏胜投资、太古投资、 | | | | 香港星悦资本、深圳宝林泉科技发展有限公司 | | | 时间 | 2025 年 月 29 日 | 5 | | 地点 | 深圳市南山区粤海街道高新区社区高新南九道 号深圳湾科技生态 10 | | | | 园 10 栋 B 座 34 楼公司会议室 | | | 上市公司接待 | 董事：宋嘉斌 | | | 人员姓名 | 董事会秘书、财务总监：蒋伟红 | | | | 证券事务代表：陈远紫 | | | | 一、公司介绍公司基本情况和发展历程。 | | | | 二、与调研机构的互动交流。 | | | ...

制造业数字化转型是制造业适应数字经济时代发展要求、实现高质量发展的必然选择。近年来，安徽省以制造业数字化转型为引领加快推进新型工业 化，积极培育新质生产力，在制造业数字化转型领域探索出一条独具特色的发展路径，形成了备受瞩目的"安徽模式"，有力支撑了安徽工业高质量发 展。 2024年，安徽省制造业数字化转型交出亮眼"成绩单"：全省新增数字化改造规上企业8943家，超额完成年度目标178.9%，累计数字化改造企业占比达 69.47%；工业投资、技改投资、制造业投资同比分别增长13.6%、20.5%、13.3%，连续48个月保持两位数高增长。制造业高质量发展指数排名由上年的 全国第7提升至第5。截至2025年一季度末，全省2.46万家规上企业已全部启动了数字化改造，其中，1.88万家规上企业实现了数字化改造，占全部规上 企业的76.25%。 这一系列数据背后，是安徽以"智改数转"为引擎，推动制造业迈向高质量发展的生动实践。 龙头企业"打样"，数字化转型"看安徽" 走进奇瑞智造一工厂焊装车间，660余台智能机器人正协同作业，机械臂精准抓取部件完成焊接、涂胶等工序，AGV物流车在数字系统的调度下穿梭运 输。据现场工程师 ...

Core Insights - The article emphasizes the growing importance of 3D visualization technology in enhancing production efficiency, optimizing management processes, and improving user experience within the industrial internet landscape [1] Group 1: 3D Visualization Platforms - 3D visualization platforms serve as essential tools for intuitive data presentation, integrating advanced 3D modeling, rendering, and interaction technologies to transform complex industrial data into vivid 3D images [1] - These platforms support multiple data sources and provide real-time data updates, ensuring users have access to the latest information [1] - In industrial manufacturing, these platforms can display real-time production line layouts, equipment status, and material flow, enabling managers to quickly identify potential issues and adjust production plans accordingly [1] Group 2: 3D Visualization Software - 3D visualization software is fundamental for creating complex 3D models, allowing users to perform detailed rendering and animation [1] - The software supports various modeling methods and seamlessly integrates with mainstream industrial software, ensuring data accuracy and consistency [1][2] Group 3: Virtual Reality Integration - The combination of virtual reality (VR) technology with 3D visualization offers users immersive experiences, allowing them to explore virtual environments and interact deeply with 3D models [4] - VR technology can simulate complex operational environments for training purposes, enhancing employee skills and reducing safety risks associated with real-world operations [5] Group 4: Applications in Industrial Internet - 3D visualization technology has extensive applications across various sectors, including manufacturing, equipment maintenance, architectural design, and educational training [6] - In energy management, 3D visualization platforms can display real-time energy distribution, transmission, and consumption, aiding managers in optimizing energy allocation and reducing operational costs [6] - For equipment maintenance, 3D visualization software can create detailed equipment models, enabling maintenance personnel to conduct troubleshooting and repair operations in a virtual environment [6] Group 5: Future Development Trends - The future of 3D visualization technology appears promising, with advancements in 5G, IoT, and AI expected to provide more efficient and intelligent solutions [6] - The integration of 3D visualization with cultural creativity, education, and research is anticipated to diversify and deepen application scenarios [6] Group 6: Company Spotlight - Vuli Code Cloud is highlighted as a professional digital twin platform that offers comprehensive solutions for 3D visualization [7] - The company provides tailored services and advanced digital technologies to meet diverse client needs, supporting the implementation of 3D visualization platforms and software integration [7]