欲览更多环球财经资讯，请移步7×24小时实时财经新闻 市场 1月8日收盘：美股收盘涨跌不一 道指与标普创新高后回落 1月8日美股成交额前20：谷歌母公司Alphabet市值超过苹果 1月8日热门中概股多数下跌 联电涨10.04%，满帮跌7.67% 来源：环球市场播报 油价周三下跌，市场消化特朗普关于委内瑞拉石油出口的声明 特朗普：委内瑞拉石油收入将只买美国货 美国已开始在全球兜售委内瑞拉石油 白宫新闻秘书证实特朗普将于周五会见石油公司高管 美方称将无限期管控委内瑞拉石油出口 特朗普要求国防企业加大生产和研发投入 停止股票回购和派息 特朗普称不允许国防公司分红和回购，除非它们解决设备生产问题 美国谋求迅速重置对委内瑞拉关系 准备重开驻加拉加斯的使馆 现货黄金跌0.90%，报4454.32美元/盎司 欧洲股市收盘持稳 油价走弱拖累能源板块 宏观 特朗普决定将2027年军费预算猛增至1.5万亿美元 特朗普称将禁止华尔街投资独栋住宅 美国经济分析局将使用9月和11月CPI的平均值来计算10月PCE数据 美国众议长约翰逊：国情咨文演讲拟于2月24日前后举行 白宫新闻秘书称在格陵兰问题上"所有选项都有可能" 美称在国际水 ...

01 概述 Cogito Tech 的"机器人三生命周期"框架代表了工业机器人领域的一次根本性转变，它将机器人视为不断演进的系统，而非静态工具，并经历三个不同的生 命周期阶段：模拟训练、实际部署和持续适应。这种方法直接解决了人工智能应用的关键障碍——安全、数据稀缺和集成成本——使其成为寻求可扩展人工 智能实施的制造、物流和供应链运营的关键所在。 02 工业机器人的三阶段生命周期 工业 机器人人工智能生命周期 代表着与传统自动化方式的根本性转变。过去，工厂购买的是成品机器人，并预先编程执行特定任务；而现在，他们可以培 育出 能够经历不同发展阶段的 自适应机器人系统 。Cogito Tech公司率先提出的这一框架，将工业机器人重新定义为具有三个连续生命周期的学习实体：首 先在模拟环境中运行，然后在受控的真实环境中运行，最终成为动态工业环境中持续适应的合作伙伴。 采取这种策略的时机再关键不过了。根据德勤发布的《2025年人工智能趋势分析报告》，各组织正在加速采用先进的人工智能技术，但未来的道路"既充满 机遇，也充满挑战"。 传统机器人技术在面对意外变量时常常会遇到瓶颈—— 例如，制造机器人可能在测试中完美地组装组件 ...

Domestic News - Chongqing has added 160 million yuan in automobile replacement and scrapping subsidies to boost car consumption, bringing the total subsidy amount to 185 million yuan [2] - The Industrial Internet Research Institute of China has launched the first industrial data resource database, which consolidates key data for industrial AI model training [3] - The first highway expansion project in China, converting a 6-lane highway to 12 lanes, has been completed, enhancing the capacity of the Beijing-Taipei Expressway in Shandong [4] International News - Russia has extended its temporary export ban on automotive gasoline until February 28, 2026, affecting all exporters, including direct producers [5] - Chile has formed a new joint venture between its state-owned copper company and a lithium giant to enhance lithium exploration and production in the Atacama salt flat [6] - The UK has seen a significant slowdown in the construction of public charging stations, with only 13,500 new stations added by the end of November, marking the lowest growth rate since 2022 [7] Corporate News - XPeng Motors and Peking University have proposed a new visual token pruning framework for autonomous driving models, aiming for L4 capabilities [8] - The first fully compliant autonomous logistics vehicle is set to launch in early 2026, as announced at the 2025 China New Energy Unmanned Vehicle Ecological Conference [9] - A joint research team has achieved a breakthrough in direct seawater electrolysis for hydrogen production, marking a significant step towards industrialization [10] - GAC Group is collaborating with China Aerospace to develop a prototype for a manned lunar rover [11] - Mercedes-Benz (Shanghai) Digital Technology Co., Ltd. has increased its registered capital from 1 million to 50 million yuan, reflecting a 4900% increase [12]

目前，我国具有一定影响力的工业互联网平台超过340家，重点平台工业设备连接数超过1亿台套，重点 工业企业数字化研发设计工具普及率和关键工具数控化率分别达到85.4%和68.5%，为工业数据要素流 通共享和价值开发打下坚实基础。 （文章来源：央视新闻） 据了解，工业数据资源基础库主要依托国家工业互联网大数据中心和全国装备制造业数字供应链平台， 目前已汇聚了包括2.3亿件数字化工业品、18万条原材料牌号数据、35T设备实时运行数据和30万条工艺 数据。这些数据资源已经为43万家企业的200多万名工程师提供参数化智能设计、工艺智能规划、数据 精准营销、设备预测性维护等场景化服务。 中国工业互联网研究院今天（12月27日）正式发布工业数据资源基础库。工业数据资源基础库通过汇聚 基础材料、零部件、工艺等关键数据，构建统一规范的高质量数据体系，为工业人工智能模型训练提供 算力和数据支撑。 ...

（记者 张明双） 清源股份（603628.SH）12月11日在投资者互动平台表示，公司与电子科技大学（深圳）高等研究院、 深思有形联合成立的"工业人工智能与智能制造联合实验室"，合作方向之一为光伏智能安装机器人应 用。光伏智能安装机器人主要面向大型地面电站及复杂地形场景，开发用于光伏组件自动化安装的机器 人系统。通过AI视觉识别、路径规划与智能控制，实现支架安装、组件搬运与定位、螺栓紧固等作业 自动化，以替代或辅助传统人工安装，旨在降低光伏电站建设成本、提升施工效率与安全性。该项技术 目前还处在技术研发阶段。 每经AI快讯，有投资者在投资者互动平台提问：公司机器人数量有多少，相关技术有哪些特色？ ...

Core Insights - The meeting between the Secretary of the Liaoning Provincial Committee and Siemens' executives highlights the commitment to enhancing cooperation and investment in Liaoning's industrial transformation and modernization [1] Group 1: Government Initiatives - Liaoning is focused on deepening its openness and reform to create a favorable business environment for foreign investment, aligning with the spirit of the 20th National Congress of the Communist Party of China [1] - The province aims to integrate technological innovation with industrial innovation, promoting the deep integration of the real economy and digital economy [1] Group 2: Siemens' Role - Siemens has been a long-term supporter of Liaoning's industrialization and is committed to further collaboration, particularly in artificial intelligence and advanced manufacturing [1] - The company recognizes the significant opportunity presented by artificial intelligence to reshape productivity and production relationships, viewing it as a "century-level opportunity" for industrial transformation [1] Group 3: Future Collaboration - Both parties aim to deepen cooperation in areas such as scenario co-creation, ecosystem building, and talent cultivation to facilitate the transition of new and old industrial dynamics [1] - Siemens is expected to leverage its core resources and cutting-edge technologies to empower the transformation and upgrading of Liaoning's manufacturing sector [1]

来源：新华网 08:20 问题二：所在的行业有哪些发展新趋势？在培育新质生产力方面，企业有什么布局和举措？ 中国盐业集团有限公司党委书记、董事长李耀强提到，行业新趋势及企业布局主要有四方面：一是盐行业历经盐业体制改革后，产业集中度将不断提高，同 时低钠盐成为主流，产品与产业结构的调整将不断深化，中盐将发挥央企排头兵作用，加快兼并重组，引领行业高质量发展；二是盐化工领域，呈现基础产 品国际化、高端产品差异化、产品循环低碳化发展方向，中盐也会加快推进产业优化提升；三是农肥板块迎来重大机遇，粮食安全是国家基本战略，中盐将 在粮食主产区建设高效农肥生产基地，服务国家粮食安全；四是盐穴资源综合利用作为战略新兴产业，经过近年来的培育，"十五五" 期间将迎来黄金发展 时期。 北京石头世纪科技股份有限公司副总裁刘件认为，智能家居行业竞争越来越激烈，主要有三大趋势：一是科技技术应用越来越贴近老百姓需求；二是从室内 智能清洁逐步向室内室外兼顾拓展；三是从家庭To C场景向商用场景同步谋划。石头科技会进一步做强做精智能扫地机、洗地机、洗烘一体机，同时多元拓 展产品，更好服务各类家庭。 中控技术高级副总裁兼COO俞海斌提到，前 30 ...

□ 本报评论员 日前召开的省委十四届十次全会，深入学习贯彻党的二十届四中全会精神和习近平总书记对江苏工作重 要讲话精神，审议通过了《中共江苏省委关于制定江苏省国民经济和社会发展第十五个五年规划的建 议》，明确了"十五五"时期我省经济社会发展的主要目标，为深入推进"强富美高"新江苏现代化建设指 明了前进方向。 省委《建议》是指导性的安排，重在把方向、定思路。制定规划《纲要》时，需要进一步细化工作安 排。比如，针对"经济增长潜力得到充分释放"的目标，在传统增长动能逐渐减弱的情况下，急需培育一 批能为量的增长打开更大空间、为质的提升提供持续动力的增长点。工业人工智能应成为江苏率先发 力、率先突破的重点领域。人形机器人是具身智能赛道最典型、具有广阔前景的业态；比如，针对"内 需拉动经济增长主动力作用持续增强"的目标，应在增强居民消费能力和消费意愿上下功夫，切实以新 需求引领新供给、以新供给创造新需求。 方向正确、目标明晰，接下来就是要细化部署、狠抓落实。向第二个百年奋斗目标进军，贯彻落实党的 二十届四中全会精神，我们要锚定目标、坚定信心，勇于攻坚克难，善于开拓创新，强化工作协同，推 进各项工作加快实现从量变到质变的突 ...

Core Viewpoint - The article highlights the transformation of Dongtu Technology from a communication equipment provider to a foundational provider for industrial internet, emphasizing its role in the ongoing industrial digitalization and intelligentization revolution in China [1][2]. Strategic Positioning - Dongtu Technology positions itself as a "provider of the foundation for new industrialization," focusing on deepening core technologies rather than pursuing rapid commercialization [2]. - The company emphasizes the importance of having an independent communication and operating system for smart factories and machines, which is crucial for the safety and intelligence of China's manufacturing industry [2][3]. Technological Breakthroughs - Dongtu Technology has achieved significant milestones in technology, including the establishment of the AUTBUS as an IEC international standard, marking China's first leadership in industrial communication standards since 2008 [3]. - The Hongdao operating system is fully compatible with domestic chips and has formed strategic partnerships with major international chip manufacturers, showcasing its capabilities in providing a robust industrial operating system [3][4]. Full-stack Autonomous Technology - The company has developed a comprehensive technology system that spans from chips to operating systems, which is expected to define future industrial intelligence standards [4]. - The gross margin for the industrial operating system business is close to 80%, indicating strong profitability potential [4]. Ecosystem Construction - Dongtu Technology aims to build a "root ecosystem" based on foundational technologies, which is essential for creating a controllable and evolving industrial landscape in China [5]. - The company is actively promoting collaboration through standardization and win-win mechanisms, transforming competitors into partners [5]. International Strategy - The internationalization strategy focuses on exporting standards and ecosystems rather than just products, with ongoing collaborations in Asia and Europe [5][6]. - The recent acquisition of Gaoweike Electric is part of the company's strategy to enhance its capabilities in energy control and automation, creating a closed loop of communication, control, and operating systems [6]. Future Outlook - Dongtu Technology envisions making China's standard and technology system a global language, with goals for the next three to five years including achieving a million installations of the Hongdao system and further breakthroughs in international standards [6]. - The shift from hardware-driven revenue to software subscriptions and ecosystem benefits is expected to enhance the company's profitability and contribute to the high-quality development of China's industrial software sector [6].

Group 1: Economic Policies and Infrastructure Development - The National Development and Reform Commission (NDRC) has allocated 700 billion yuan and 800 billion yuan in special bonds for "hard investment" projects in the last two years, supporting 1465 and 1459 projects respectively, reflecting strategic and forward-looking planning [2] - The NDRC plans to enhance parking facilities and upgrade existing infrastructure, with over 3.4 million new parking spaces added during the 14th Five-Year Plan period, and a total of 18.645 million electric vehicle charging points as of October, marking a 54% year-on-year increase [3] - The Ministry of Industry and Information Technology (MIIT) aims to cultivate three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots by 2027, based on comprehensive assessments of consumption trends and technological changes [4] Group 2: Technological Advancements and Innovations - The first clinical brain-computer interface (BCI) surgery in China was successfully completed, marking a significant step in the clinical application of BCI technology, with the procedure priced at 6,552 yuan per operation [6] - The establishment of the Industrial Artificial Intelligence Research Institute by the Chinese Academy of Sciences aims to drive innovation in industrial AI, focusing on the entire chain from top-level design to implementation [7] - Li Xiang, CEO of Li Auto, emphasized that the most valuable robots in the next decade will be cars equipped with autonomous capabilities, highlighting the need for vehicles to possess complete sensory and decision-making abilities [8] Group 3: Corporate Developments and Market Reactions - Anta Sports has been rumored to be considering a bid for Puma, with potential collaboration with a private equity firm, although the company has refrained from commenting on market speculation [10] - The resignation of Zong Fuli from her positions at Wahaha Group has been noted, with her retaining a 29.40% stake in the company [11] - SuperX announced a stock repurchase plan authorized by its board, allowing for the repurchase of up to 20 million USD in common stock over the next year [16]