每经AI快讯，有投资者在投资者互动平台提问：请问中海达的星基增强系统和地基增强系统，有没有 在商业航天场景中应用？公司在卫星通信物联网有哪些布局？有无计划投资或参股商业火箭企业或其他 商业航天企业？ （记者 王晓波） 中海达（300177.SZ）1月7日在投资者互动平台表示，公司目前暂无参投商业火箭企业或其他商业航天 企业的计划。公司前期深度参与国家电网、南方电网，中国移动、中石油、国铁集团相关路局的地基增 强系统CORS网建设，积极参与"能源+北斗""5G+北斗""铁路+北斗"的深化应用和服务升级，推动各行 业的时空智能基础设施建设升级，北斗精准服务网监测，星地协同定位等系统的运营服务能力升级，北 斗高精度智能安全防护、作业安全管控，设施安全监测及智慧化运营等。 目前，公司已为国家电网、 南方电网、中石油、中石化、国铁集团及国家能源集团等多家央企提供包括北斗时空基准服务网规划、 建设及运维、变电站/站场/炼化厂线上人员安全防护、行车安全调度、灾害监测等多个应用方向的标杆 示范案例。相关内容请详见公司过往披露的定期报告。 ...

格隆汇1月7日丨中海达(300177.SZ)在投资者互动平台表示，公司目前暂无参投商业火箭企业或其他商 业航天企业的计划。公司前期深度参与国家电网、南方电网，中国移动、中石油、国铁集团相关路局的 地基增强系统CORS网建设，积极参与"能源+北斗""5G+北斗""铁路+北斗"的深化应用和服务升级，推 动各行业的时空智能基础设施建设升级，北斗精准服务网监测，星地协同定位等系统的运营服务能力升 级，北斗高精度智能安全防护、作业安全管控，设施安全监测及智慧化运营等。 目前，公司已为国家 电网、南方电网、中石油、中石化、国铁集团及国家能源集团等多家央企提供包括北斗时空基准服务网 规划、建设及运维、变电站/站场/炼化厂线上人员安全防护、行车安全调度、灾害监测等多个应用方向 的标杆示范案例。 ...

格隆汇12月26日丨信息发展(300469.SZ)在投资者互动平台表示，商业航天作为国家战略性新兴产业， 是指以市场为主导、具有商业盈利模式的航天活动，其核心目的在于通过市场化方式推动航天技术研发 与服务的广泛应用。公司长期以来在北斗、大数据、区块链、人工智能等前沿技术领域进行了深耕，这 些技术不仅适用于智慧交通、智慧城市等地面应用场景，同时也具有空天信息产业所需的高精度定位、 数据处理和智能分析能力。北斗精准定位技术和数据处理平台可以在空天信息的采集、传输、分析等方 面发挥重要作用，为卫星导航、空间测绘、无人机遥感等空天信息领域提供支持。公司的技术可以实现 厘米级的定位精度，适用于复杂环境下的空天信息采集和处理。此外，公司的大数据分析技术也能够对 大量的空天数据进行实时分析和智能处理，从而为空天信息产业提供全方位的技术支持。公司目前暂无 相关合作。 ...

中新网宁波12月3日电(奚金燕)初冬的清晨，东海的薄雾还未散去，晨光熹微间，只见宁波舟山港梅山 码头上，集装箱层层叠叠，巨型桥吊林立，作业现场紧张忙碌而又井然有序。 换个视角来看，这里跳动着中国外贸企业最强劲的"脉搏"。如今随着加快构建新发展格局，这座"全球 第一大港"又迎来了新的跨越——年集装箱吞吐量首次突破4000万标准箱，是全球前五大港口中近十年 来增速最快、增量最大的数字跨越。透过这次跨越，我们能看到什么？ 向海而兴 深度融入全球供应链 港航界有个说法：港口大不大，就看吞吐量；港口强不强，要看集装箱。宁波舟山港年货物吞吐量已连 续16年蝉联全球第一。然而在集装箱业务方面，宁波舟山港起步较晚。 1984年镇海港区起吊第一个集装箱，当年箱量仅为323标准箱；2006年，宁波舟山港实现一体化，推动 集装箱运输业务进入黄金发展期；2008年，全港箱量首破"1000万"，实现了从"百万级"到"千万级"的跨 越。 2021年，宁波舟山港首超"3000万箱"，实现第三个"千万箱级"跨越；2025年12月2日，宁波舟山港迎来 了首超"4000万箱"的历史性时刻。 若将这一数量的集装箱首尾相连，可绕地球赤道超过6圈，其 ...

Investment Rating - The report maintains a "Recommended" investment rating for the humanoid robotics industry [7]. Core Insights - The humanoid robotics concept index experienced a decline of 5.68% from November 16 to November 21, 2025, underperforming the CSI 300 index by 1.91 percentage points. However, year-to-date, the humanoid robotics index has increased by 57.83%, outperforming the CSI 300 index by 41.26 percentage points [2][12]. - Notable stock performances include Weichuang Electric with a weekly increase of 18.56%, while Fangyuan Co. saw the largest decline at 21.32% [17]. Summary by Sections Weekly Market Review - The humanoid robotics index fell by 5.68% during the specified week, while year-to-date performance shows a significant increase of 57.83% [12][2]. - Weichuang Electric and Fangyuan Co. had the highest weekly gains and losses, respectively [17]. Weekly Highlights Policy Developments - Hubei's provincial leadership emphasized the need to enhance scene applications, particularly in integrating "Beidou + humanoid robots" and "Beidou + artificial intelligence" [20]. - Chongqing's Economic and Information Technology Commission released a plan to accelerate the application of embodied intelligent robots in enterprise digital transformation projects [21]. Product and Technology Iteration - Figure AI announced that its second-generation humanoid robot, Figure 02, has participated in the production of 30,000 vehicles at BMW's Spartanburg plant, loading over 90,000 components [22]. - UBTECH's annual production capacity for industrial humanoid robots is projected to reach 5,000 units by 2026 [22]. - Diguo Robotics partnered with Fourier to enhance humanoid robots' capabilities in emotional perception and semantic understanding [23]. Investment and Financing - The embodied intelligence company Star Epoch completed nearly 1 billion yuan in Series A+ financing, led by Geely Capital [25]. Key Company Announcements - GAC Group plans to initiate large-scale production of humanoid robots by 2027, aiming for a production value exceeding 1 billion yuan by 2030 [26]. - Gree Electric has developed core components for humanoid robots, including joint modules [27]. - Shengshi Technology is advancing the localization of the NAO robot supply chain and is set to launch the NAO7 model soon [27].

Report Industry Investment Rating No relevant content provided. Core Views of the Report - The Shanghai Composite Index is likely to continue consolidating around 4000 points, and there is a possibility of retesting the upper edge of the previous trading range by the end of the year [19]. - Amid the unclear outlook for the Fed's interest rates, U.S. stocks are shifting from expensive growth stocks to more defensive sectors, intensifying the market style rotation [19]. - Consumption has become the main driving force for economic growth in the fourth quarter, while exports, manufacturing investment, infrastructure investment, and real estate investment are facing challenges [51][52]. Summary by Related Catalogs Policy and Industry Trends - The Ministry of Industry and Information Technology plans to accelerate the cultivation of application scenarios in five key areas, including "5G+", "Artificial Intelligence+", "Robot+", "Industrial Internet+", and "Beidou+" [6][7]. - XPeng Motors launched a hyper - anthropomorphic robot named IRON on November 5th [16]. Market Conditions - The Shanghai Composite Index reached a new high on Thursday (hourly chart) and fell below 4000 points again on Friday [11]. - Insurance funds are continuously flowing into the market, with an average monthly inflow of 150 billion yuan. The market style has temporarily shifted towards high - dividend and high - yield stocks, and the SSE 50 Index is strong [14]. - The NASDAQ Composite Index tumbled due to mixed signals on interest rate cuts and overvalued technology stocks, and U.S. stocks have turned defensive [8]. Macroeconomic Data - In October, the year - on - year growth rate of core CPI was 1.2%, the real interest rate turned negative, and the month - on - month growth rate of PPI was positive [21]. - In October, the year - on - year growth rate of M1 was 6.2%, and that of M2 was 8.2% [24]. - In October, non - bank financial institutions had an additional RMB deposit of 1.85 trillion yuan, indicating a continued shift of household savings to the stock market [27]. - In October, household loans decreased by 36.04 billion yuan month - on - month, and corporate medium - and long - term loans had almost zero growth [30]. - The balance of margin trading in the two markets remained stable at around 2.5 trillion yuan, and 2.3 million new A - share accounts were opened in October [33]. Economic Indicators - In October, China's export value was 305.3 billion US dollars, with a year - on - year growth rate of - 1.1%, indicating a slowdown in exports [36]. - In October, the export value of mechanical and electrical products was 190.3 billion US dollars, with a year - on - year growth rate of 1.2%, showing a significant slowdown [39]. - In October, the monthly value of fixed - asset investment in the manufacturing industry was 2.78 trillion yuan, with a year - on - year growth rate of - 6.6%, indicating a slowdown in manufacturing investment [42]. - In October, the monthly value of infrastructure investment was 2.08 trillion yuan, with a year - on - year growth rate of - 12.1%, reflecting the financial difficulties of local governments [45]. - In October, the year - on - year growth rate of real estate development investment was - 23.2%, and the monthly value of newly started housing area reached a new low [48]. - In October, the total retail sales of consumer goods reached 4.62 trillion yuan, a record high, with a year - on - year growth rate of 2.9% [51]. - In October, the monthly power generation was 800.2 billion kWh, with a year - on - year growth rate of 9.4%, a two - year high [55]. - In October, the monthly output of industrial robots was 57,858 units, with a year - on - year growth rate of 13.6% [58]. - In October, the monthly output of integrated circuits was 5.94 billion pieces, with a year - on - year growth rate of 16.5% [61]. Trading Strategies - For futures trading, long positions in stock index futures should be mainly allocated to the CSI 300 Index and the SSE 50 Index, with range - bound trading [19][64]. - Since the stock index is in a large - scale trading range, investors should take a cautious approach towards long - dated deep - out - of - the - money call options on the stock index [20][66].

Core Viewpoint - The State Council of China has issued a systematic deployment plan for scene cultivation and openness, aiming to accelerate the large-scale application of new scenarios, thereby enhancing the integration of technology and industry [1][2]. Group 1: Scene Cultivation and Open Policy - The main objective of the new policy is to leverage China's vast market and diverse application scenarios to facilitate the industrialization of new technologies and products, acting as a "testing ground" and "accelerator" for emerging industries [2][3]. - The policy emphasizes the importance of collaboration among various stakeholders and the establishment of a comprehensive application scenario list to enhance production, work, and life scenarios [2][4]. Group 2: Focus Areas for New Scene Applications - Key areas for application scene cultivation include "5G+", "Artificial Intelligence+", "Robotics+", "Industrial Internet+", and "Beidou+" to promote large-scale development in emerging industries [3][4]. - Specific initiatives include the promotion of 5G factory construction, the integration of AI in manufacturing processes, and the application of industrial robots in various operational scenarios [3][4]. Group 3: Role of Central Enterprises - Central enterprises are identified as crucial players in providing key infrastructure and industry data resources, facilitating the innovation of the industrial chain through scene and application empowerment [4][5]. - The State-owned Assets Supervision and Administration Commission (SASAC) has organized numerous activities to promote supply-demand matching in key industry chains, with over 10,000 items listed for collaboration [4]. Group 4: Technological Advancements and Local Adaptation - The development of new application scenarios is driven by breakthroughs in frontier technologies, with a focus on strategic emerging industries such as new energy, aerospace, and quantum technology [6][7]. - The approach emphasizes localized strategies that consider regional resources and reform foundations to optimize the layout of scene openness [6][7].

Core Points - The Chinese government is accelerating the cultivation and large-scale application of new scenarios through a series of implementation opinions and projects [1][2] - The National Development and Reform Commission (NDRC) will collaborate with relevant departments to organize and implement major projects and track the effectiveness of scenario cultivation [1][2] - Emphasis will be placed on enhancing collaboration among various sectors to ensure effective implementation of the new policies [2][3] Group 1: Implementation Strategies - The NDRC plans to release a list of application scenarios in batches, focusing on comprehensive major scenarios and high-value niche scenarios [2] - Mechanisms will be improved to ensure the sustainable development of scenario cultivation, including leveraging government procurement policies to support new technologies and products [2][3] - The integration of "hard infrastructure" and "soft innovation" is essential for the success of scenario cultivation and opening [3] Group 2: Technological Focus - The Ministry of Science and Technology will prioritize key core technology breakthroughs to drive the cultivation and opening of major scenarios [4] - A rapid iterative innovation mechanism will be established, linking demand-driven technology breakthroughs with scenario validation and industrial application [4] - Central enterprises will play a crucial role in providing high-value scenarios and enhancing the integration of technological and industrial innovation [4] Group 3: Key Application Areas - The Ministry of Industry and Information Technology will accelerate the cultivation of application scenarios in key areas such as "5G+", "Artificial Intelligence+", "Robotics+", "Industrial Internet+", and "Beidou+" [5][6] - Specific actions will be taken to implement large-scale applications of 5G in various industries, including the development of integrated solutions for factories [6] - The integration of AI into manufacturing processes will be promoted to enhance productivity and innovation [6][7]

Core Viewpoint - The implementation of the "Implementation Opinions" aims to accelerate the cultivation and opening of application scenarios in key areas such as 5G, artificial intelligence, robotics, industrial internet, and Beidou, creating significant business opportunities through deep integration of technology and industry, precise matching of supply and demand, and collaborative innovation of systems and elements [1][2][3] Group 1: Key Areas of Focus - The "Implementation Opinions" will focus on five main areas: creating new application scenarios in emerging fields, building new business models for industrial transformation, launching application scenarios in various industries, innovating comprehensive application scenarios for social governance, and enriching application scenarios in the livelihood sector [2][3] - The emphasis on "5G+", "AI+", "robotics+", "industrial internet+", and "Beidou+" indicates a shift in policy direction from "technological breakthroughs" to "application deepening," aiming to optimize the development environment for new industries and facilitate the integration of small and medium enterprises into the innovation chain [4][5] Group 2: Opportunities for Private Enterprises - The "Implementation Opinions" encourage the participation of private enterprises in scenario construction, marking a significant policy shift that recognizes their role as core participants rather than passive recipients of technology [5][6] - Measures to promote scenario openness include enhancing the demonstration role of state-owned enterprises and providing opportunities for social capital and private enterprises to engage in public scenario projects, thereby lowering policy barriers and expanding funding channels [5][6] Group 3: Government and Central Enterprises' Role - The State-owned Assets Supervision and Administration Commission (SASAC) will guide central enterprises to leverage their scenario advantages and collaborate with various ownership enterprises, universities, and research institutions to build industrial ecosystems [6][7] - Central enterprises have already conducted 45 specialized activities and published over 10,000 supply-demand matching lists, engaging nearly 15,000 entities in the industrial chain, which enhances cooperation space for various market entities in technology application and industrial integration [6][7]

Core Viewpoint - The State Council has issued an implementation opinion to accelerate the cultivation and large-scale application of new economic and social scenarios, emphasizing the integration of new information technologies and intelligent devices [2] Group 1: 5G Applications - The "5G+" application scenario will implement the "Sail" action for large-scale 5G applications, focusing on the construction of 5G factories for small, medium, and large enterprises [2] - Key applications include machine vision quality inspection, remote equipment control, and flexible manufacturing [2] Group 2: Artificial Intelligence Applications - The "Artificial Intelligence+" application scenario will promote AI integration across manufacturing processes, including R&D, production, management, and maintenance [2] - A special action plan for "AI+Manufacturing" will be developed to enhance AI technology innovation and application [2] Group 3: Robotics Applications - The "Robotics+" application scenario aims to deepen and broaden the application of robots in factories, particularly in welding, assembly, spraying, and handling [3] - Focus will be on promoting robotic products in complex and harsh environments such as mining and emergency response [3] Group 4: Industrial Internet Applications - The "Industrial Internet+" application scenario will create an upgraded version of "5G+Industrial Internet" and implement collaborative projects across key industries [3] - Applications will be promoted in design, production scheduling, and warehousing within industries like steel, electricity, shipbuilding, and aviation [3] Group 5: Beidou Applications - The "Beidou+" application scenario will promote the development of the space-time information industry and deepen the application of Beidou in smart cities, intelligent transportation, and precision agriculture [4] - Policies will be researched to accelerate the integration of Beidou with mobile communication and high-precision technologies [4]