在潍柴智能化工厂，智能化生产线不仅提高了生产效率，还能对生产过程进行实时监控和数据分析，确保每 一台发动机都符合高质量标准。（资料图片） 在动力装备领域，山东潍坊足够硬气。 先看规模：拥有"国字号"动力装备集群，年产值达3000亿元、约占全国动力装备产业总产值的三分之一。 再看结构：围绕潍柴等龙头企业，形成了极其密切的配套企业群，动力装备几乎所有环节都能找到本地供应 商。 动力之城名副其实，潍坊动力装备产业正向着"世界级"产业集群迈进，其发展的齿轮，正咬合出产业升级的 新转速。 链式协同 得益于链条长、配套全的优势，在潍坊，大中小企业、上下游之间的合作协同日益紧密：大企业带动产业链 发展，中小企业专攻细分领域，各展所长，共同培育，撑起装备制造业的一片天。 向内看，是自身技术与实力。"热效率53.09%意味着什么？意味着人类百米跑进9秒，是不是很逆天？"潍柴动 力品牌传播部负责人说，这样的热效率下，一辆重卡一年可省柴油1.2万升。 向外看，是产业协同能力。潍柴链接上下游企业，培育了独有的同心产业生态圈，在这个生态圈中，每一名 经营主体都要寻增量做加法，杜绝零和博弈。 类似的大企业还有很多，例如，深耕"果链"的歌 ...

在动力装备领域，山东潍坊足够硬气。 先看规模：拥有"国字号"动力装备集群，年产值达3000亿元、约占全国动力装备产业总产值的三分之 一。 再看结构：围绕潍柴等龙头企业，形成了极其密切的配套企业群，动力装备几乎所有环节都能找到本地 供应商。 动力之城名副其实，潍坊动力装备产业正向着"世界级"产业集群迈进，其发展的齿轮，正咬合出产业升 级的新转速。 链式协同 得益于链条长、配套全的优势，在潍坊，大中小企业、上下游之间的合作协同日益紧密：大企业带动产 业链发展，中小企业专攻细分领域，各展所长，共同培育，撑起装备制造业的一片天。 企业共育，大企业发挥什么作用？ 不仅规模要大，成为产业生态的链接者和稳定锚，还要有大能力，承担大责任。能力和责任从何而来？ 先看潍柴这个"老大哥"。 向内看，是自身技术与实力。"热效率53.09%意味着什么？意味着人类百米跑进9秒，是不是很逆 天？"潍柴动力品牌传播部负责人说，这样的热效率下，一辆重卡一年可省柴油1.2万升。 向外看，是产业协同能力。潍柴链接上下游企业，培育了独有的同心产业生态圈，在这个生态圈中，每 一名经营主体都要寻增量做加法，杜绝零和博弈。 类似的大企业还有很多，例如，深 ...

Core Viewpoint - The company has rebranded to "Xinyuan Intelligent Manufacturing" and unveiled a new strategy focused on becoming a leading brand in lightweight intelligent equipment for outdoor operations, emphasizing a dual focus on "lightweight + intelligence" [1][2] Group 1: Business Strategy - The company aims to transform its agricultural machinery business towards deep "intelligent" upgrades and enhance its magnesium-aluminum business by reinforcing "lightweight" technological advantages [1][2] - The strategic direction includes a comprehensive upgrade of business structure and development momentum, with a reported revenue growth of 388% and a net profit increase of 284% in the first half of the year [2] Group 2: Corporate Development - Xinyuan Group became the controlling shareholder of Xinyuan Intelligent Manufacturing in August 2024, transferring 51% of Chongqing Xinyuan Agricultural Machinery Co., Ltd. to the listed company [2] - The company is expanding its main business from magnesium-aluminum alloy automotive parts to include research, production, and sales of agricultural machinery, general machinery, and garden machinery products [2] Group 3: Collaborative Efforts - The company is forming a vertical supply chain system that integrates "complete vehicles + components," enhancing synergy with Xinyuan Group's operations [2] - The collaboration with institutions like the Chinese Academy of Sciences and companies such as CATL and Tencent aims to establish a cross-disciplinary R&D team covering materials science, artificial intelligence, and robotics [3] Group 4: Future Outlook - The company plans to focus on outdoor operational scenarios, developing intelligent equipment products and building a three-in-one industrial ecosystem [3] - Future innovations will target smart agricultural machinery, lightweight intelligent equipment, and data intelligence processing, with the goal of becoming a leading brand in lightweight intelligent equipment for outdoor operations [3]

Core Viewpoint - The 2025 Weihai "Rongcheng Kelp" promotion event successfully facilitated a product supply and demand matching meeting, fostering initial cooperation intentions between nearly 40 enterprises from Weihai and Chengdu [1][3]. Group 1: Demand and Supply Matching - Chengdu restaurant representatives expressed their product needs, emphasizing the importance of product quality, supply stability, and delivery timeliness [3]. - Some enterprises suggested the development of customized kelp products tailored to Sichuan's taste preferences [3]. - Weihai representatives showcased the local kelp industry's characteristics and advantages, presenting newly developed ready-to-eat kelp products [3]. Group 2: Collaborative Innovation - The meeting adopted an innovative collaboration model of "government guidance + association platform + enterprise matching," effectively connecting Weihai's high-quality kelp resources with Chengdu's consumer market [5]. - This model aims to streamline the supply chain from ocean farms to hot pot tables, establishing a new industrial ecosystem focused on rapid demand response, precise product development, and efficient logistics [5]. - The collaboration is expected to reduce procurement costs, enhance product value, and promote the transformation of Weihai's kelp industry towards standardization, branding, and high-end development [5]. Group 3: Market Expansion Initiatives - The event introduced the "Shuhai Feast: Kelp Carnival Hot Pot Season," partnering with over ten leading hot pot brands in Chengdu to create a large-scale tasting event [7]. - Consumers can enjoy free tastings of high-quality kelp products from Weihai at popular hot pot restaurants, experiencing the perfect pairing of kelp and Sichuan hot pot flavors [7]. - The successful hosting of the supply and demand matching meeting opens new avenues for Weihai's kelp industry to expand into the southwestern market, with plans for ongoing collaboration with Chengdu restaurants based on consumer feedback [7].

Group 1 - Shanghai is launching a nationwide "Health RAP Show" science popularization innovation competition to promote health knowledge through rap music, addressing topics like weight management and chronic disease prevention [1] - The initiative aligns with the recently released "Nine Measures" policy aimed at supporting high-quality internet content creation in Shanghai, enhancing public health literacy and content dissemination [1] - The integration of trendy formats with medical content tests participants' professional skills and creativity, catering to the growing demand for health knowledge among the public [1] Group 2 - The development of quality content creation is linked to a robust industrial ecosystem, with Shanghai providing shared office spaces, professional live streaming studios, and comprehensive services like tax consulting and policy application [2] - The content creation industry is seen as an "industrial interface" that connects various sectors such as automotive, health, and technology, contributing to the growth of both the digital and real economies [2] - Shanghai's investment in quality content creation is supported by its platform economy, cultural resources, and international talent, fostering a conducive environment for the content industry [2] Group 3 - The content ecosystem reflects the dynamism and confidence of a region or country, welcoming overseas creators while supporting local cultural products to go global [3] - The narrative emphasizes the importance of presenting a positive image of China to the world, highlighting the certainty and potential within the country [3] - The focus is on the ongoing progress and strength of China's development, encouraging a perspective that sees the country as a vibrant and innovative place [3]

机构：华泰证券 研究员：樊俊豪/曾珺 圣贝拉是亚洲和中国最大的产后护理与修复品牌集团（24 年月子中心收入口径，沙利文），已在全球 30 个城市布局月子中心门店96 家（截至2025.6）。 市场担忧国内出生率下降会制约行业及公司主业的规模增长，对此我们认为当前女性悦己需求的崛起与 家庭结构的变化，与韩国/中国台湾产后护理行业早期背景具有相似性，有望通过渗透率提升对冲出生 人口下滑的影响。据沙利文，24 年我国境内月子中心渗透率仅6%，较中国台湾/韩国（均超60%）仍有 较大提升空间。此外，不同于传统的重资产投入模式，公司独创的轻资产标准化运营方式抗风险能力更 强，有望在行业周期波动中实现攻守兼备。 我们看好公司本土高端服务品牌的稀缺性、标准化运营复制能力以及年轻创始团队的锐气与专业沉淀。 立足当下，公司正处于同店稳定增长、门店快速扩张的势能成长期，规模效应有望撬动利润弹性，我们 预计25-27 年公司收入/经调整净利润CAGR 28%/94%。展望未来，公司主业全球范围内横向积极整合扩 张，纵向以"她经济"切入家庭护理和女性健康食品业态，拓展全周期家庭护理版图，有望释放多品牌与 平台能力的协同价值。 目标价 ...

从最新一幕说起。 作者 I 周佳丽 冯雨晨 报道 I 投资界PEdaily 2 0 1 6年6月，刚入职大疆不到两个月的王兴兴，思前想后还是决定回到浙江，在杭州滨江 区一间不起眼的写字楼里创办了宇树科技。彼时距离他大约十五公里处，来自广东湛江的 梁文锋正带着团队创业。两年后，杭州政府考察团在美国波士顿的一间地下室里找到了强 脑科技创始团队，邀请他们落到了余杭。 蛰伏几多年，他们直到20 25年才真正出圈——以De e pSe e k、宇树科技、强脑科技等组成 的"杭州七龙珠"成为外界一窥杭州科技产业生态最生动的名片，前来杭州取经的考察团 络绎不绝。 当赞誉如潮水般涌来，杭州继续发力。最新一幕是7月3 1日第三届杭州产投融生态大会 上，杭州又干了两件大事：一是发布"五位一体"科创企业服务平台——"杭创E站"；二是 组建杭州市场景创新中心有限公司，共同剑指科创。 "杭州将持续以开源生态降低创新门槛，以耐心资本灌溉硬科技成长，以数字基建重构城 市基因。"杭州金投集团董事长沈立向投资界表示。这片土地继续拥抱带着梦想而来的年 轻人。 杭州国资联手 两大科创平台正式亮相 从 杭 州 中 心 城 区 辐 射 开 来 ， 方 ...

2025年世界人工智能大会（WAIC）的热度堪称史上最火，聚光灯不遗余力地追逐着当下时髦的AI大模型与具身智能。在喧嚣的宏大叙事中，一个更接地 气、也更紧迫的问题在行业的潜流中涌动：当算法的狂欢逐渐落幕，AI如何从代码走向产线，完成从技术热潮到产业价值的惊险一跃？ 7月26日，东莞滨海湾新区在WAIC成功举办了"智启新纪元·重构新生态"主题沙龙，为这个问题提供了一份来自中国制造业"心脏"地带的解答——破解AI的 落地难题，关键不在于单一的技术或模型，而在于一个能够提供场景、数据、算力、资本和人才的全要素产业生态。对此，这场沙龙亮出了一套完整的"解 题思路"，展示了当AI寻找物理世界的应用场景时，东莞滨海湾新区所能提供的独特价值。 为AI落地备好"全套装备" 英伟达CEO黄仁勋说，大湾区是世界上唯一一个同时拥有机电技术和人工智能技术的地区。 在东莞滨海湾产业投资有限公司总经理周德亮看来，黄仁勋一针见血地点出了东莞发展AI产业的独特基因。东莞滨海湾地处大湾区核心区域，凭借优越的区 位优势与坚实的产业基础，正在全力打造滨海湾人工智能新区，为AI企业落地滨海湾，准备了一套"全要素"装备。 东莞滨海湾产业投资有限公司总 ...

Core Viewpoint - The article highlights the rapid growth and investment opportunities in Wuxi High-tech Zone, particularly for foreign enterprises, driven by a favorable business environment and the booming automotive and new energy sectors in China [1][2][4]. Group 1: Company Growth and Investment - Gaolu Precision Technology has experienced annual revenue growth of 5% to 15% since its establishment in 2004, becoming a leading player in its niche [1]. - The company plans to invest an additional 200 million RMB in Wuxi High-tech Zone by 2025 to expand production lines for new energy vehicle components [2]. - TLD Group's subsidiary in Wuxi has seen sales growth from 200 million RMB in 2022 to 630 million RMB in 2024, indicating a strong upward trend [5][6]. Group 2: Business Environment and Support - Wuxi High-tech Zone has implemented ten facilitation measures for foreign nationals, enhancing the business environment for foreign companies [3]. - The local government has streamlined processes for business operations, such as online registration with minimal documentation [3]. - The establishment of specialized courts for intellectual property and international commerce has strengthened the legal framework for businesses [3]. Group 3: Industry Ecosystem and Collaboration - The presence of a complete industrial ecosystem in Wuxi allows companies to source 100% of their key components locally, significantly reducing costs [5][6]. - The introduction of a U.S. company to fill a gap in the supply chain has led to collaborative product development and the growth of local suppliers [6]. - Companies like Bosch and Schneider Electric are expanding their R&D and manufacturing capabilities in Wuxi, contributing to a robust innovation ecosystem [9][10]. Group 4: Future Prospects and Strategic Initiatives - Wuxi High-tech Zone aims to attract more foreign investment by enhancing its innovation ecosystem and integrating into global networks [10]. - The region is focusing on high-tech industries such as IoT, integrated circuits, and biomedicine, with high-tech industries accounting for over 80% of industrial output [10]. - Companies are optimistic about the future, with many planning to increase their investments and expand their operations in response to China's high-quality development initiatives [8][9].

Group 1 - The core viewpoint of the articles highlights the growth and development of the fishing net industry in Chaohu City, with a projected output value of approximately 30 million yuan, reflecting a 20% increase compared to the previous year [1] - The establishment of a characteristic industrial park and the implementation of various policies have significantly improved the industrial ecosystem, addressing concerns for enterprises and enhancing management support [1] - The Chaohu City Discipline Inspection Commission has identified challenges such as insufficient gas pipeline pressure and inadequate planning for integrated industrial development, which hinder the transformation and upgrading of enterprises [1] Group 2 - The Chaohu City Discipline Inspection Commission is actively correcting issues affecting the business environment, ensuring high-quality development of the fishing net industry by addressing violations related to project funding and supervision [2] - The commission has initiated a comprehensive review of project compliance and has taken steps to recover improperly allocated funds, resulting in the handling of two responsible individuals [2] - To tackle the fragmentation and inefficiency of small fishing net enterprises, the local government is promoting the construction of supporting projects for the fishing net and fishing gear industry base, ensuring effective supervision and integrity in project execution [2]