截至2026年1月9日收盘，中证金融科技主题指数(930986)强势上涨2.39%，成分股星环科技(688031)上涨 15.86%，东信和平(002017)上涨10.00%，税友股份(603171)上涨10.00%，博彦科技(002649)，拓尔思 (300229)等个股跟涨。金融科技ETF汇添富(159103)收涨2.38%，最新价报0.95元。拉长时间看，截至 2026年1月8日，金融科技ETF汇添富近1周累计上涨2.10%。（以上所列股票仅为指数成份股，无特定推 荐之意） 华鑫证券表示，2026年AI应用将迎来"黄金元年"，这主要得益于三大拐点：第一，技术的逐步成熟， 2025年GPT-5、Gemini 3、Qwen-Max等模型已具备强工具调用、多模态理解、自主规划能力；第二，政 策持续护航，提出深入实施"人工智能+"行动的意见并指出形成商业化应用；第三，市场需求共振，从 B端降本增效到C端普及。 国泰海通证券指出，工信部等四部门印发《汽车行业数字化转型实施方案》重点攻关智能机器人、智能 检测设备等关键装备；AI领域，月之暗面获大额融资、Meta高价收购Manus，验证Agent商业化前景； 数字人 ...

涛涛车业（301345）：适应销售需求，推进海外产能建设。据公司公告，预计2025年实现归属于上市公 司股东的净利润8.00亿元至8.50亿元，较上年同期增长85.50%至97.10%；扣除非经常性损益后的净利润 7.89亿元至8.39亿元，同比增长87.54%至99.42%。业绩预告将增长归因于"聚焦市场需求、提升经营效 率、加快海外产能建设及拓展多元化销售渠道"。公司北美基地第一条生产线已实现产能跨越，单人单 日产能可比肩国内工厂水平；公司正积极筹备北美制造基地第二条生产线。公司越南基地产能大幅提 升，可充分支持美国市场电动高尔夫球车等产品需求。此外，正在建设泰国生产基地，未来将进一步增 强对美供应能力。 【工业自动化】本期关注西门子发展战略，推进数字化转型，融入工业AI时代。作为全球工业自动化 领域的领导者，西门子正经历深刻的战略转型。西门子2025财年净收益连续第三年创下新高，达104亿 欧元，同比增长16%。基于强劲的业绩表现和清晰的战略路径，西门子已将中期营收增长目标区间上调 至6%-9%。展望未来的发展蓝图，公司计划以数字业务为增长引擎，以工业AI为创新前沿，在全球工 业数字化转型浪潮中扩大其领 ...

Core Viewpoint - The article discusses the transformation of traditional manufacturing through the implementation of industrial AI, specifically focusing on Geega's industrial AI platform developed by Geely Group, which aims to enhance efficiency and address challenges in the automotive industry [4][6]. Group 1: Industrial AI Implementation - Industrial AI is seen as a key solution to the structural challenges faced by traditional manufacturing, particularly in the context of real-time decision-making and dynamic optimization [6][10]. - Geega's industrial AI platform has been successfully implemented in Geely, Lynk & Co, and Zeekr factories, resulting in significant improvements such as a 15% reduction in order delivery cycles and a 13% decrease in quality loss costs [4][16]. Group 2: Platform Development Stages - The development of the Geega platform involves four key stages: 1. Standardization of industrial software to enable reuse and promotion [12]. 2. Construction of the GOS (Geely Operating System) to unify the computing environment and application portal [14]. 3. Launch of the AI application platform and business agents to facilitate human-machine collaboration [15]. 4. Establishment of a factory brain for continuous improvement through a PDCA mechanism [15][18]. Group 3: Practical Applications and Outcomes - In the Chengdu factory of Lynk & Co, the implementation of an integrated digital base led to a 13% reduction in quality loss costs, a 10% increase in logistics efficiency, and a 15% decrease in order delivery cycles [16]. - The Ningbo factory of Zeekr saw a 10% reduction in equipment failure rates and an 11% increase in equipment utilization through the establishment of a fully connected factory base [17]. Group 4: Intelligent Agent Architecture - The architecture of the Geega platform's intelligent agent system consists of three layers: perception, decision-making, and execution, enabling comprehensive monitoring and intelligent decision-making [18]. - The platform offers standardized industrial components and modules that can be easily integrated using a low-code approach, allowing users to customize applications without extensive technical knowledge [21]. Group 5: Methodology and Experience Summary - The article emphasizes three key points for constructing intelligent agents: 1. Starting from specific business problems to ensure AI is embedded in practical workflows [30]. 2. Defining data and system modifications based on identified issues to enhance decision-making capabilities [33]. 3. Fostering continuous evolution by accumulating knowledge and experience from each intelligent agent's deployment [34].

本报讯(记者丁蓉)12月4日，全球智能机械与电子产品博览会高端装备数字化论坛在珠海举办。 中国电子商会专职副会长郭全啟发表致辞表示，当前全球制造业正经历深刻变革，数字化、网络化、智 能化浪潮席卷而来。数字化转型已不再是高端装备制造业的"选择题"，而是关乎生存与长远发展的"必 修课"。中国电子商会始终关注并致力于推动信息技术与实体经济的深度融合，助力高端装备的全面数 字化，打造"中国制造"向"中国智造"跨越的核心引擎。 中国航空工业集团信息技术中心原首席顾问宁振波以"工业智能体推动工业制造范式转型"为题作报告。 他提出，人工智能正是这个时代应用于工业和制造业的全新手段，将推动形成"AI与先进制造新生态"， 并介绍了人工智能体在工业制造转型中的实践路径。 中国中车（601766）集团有限公司中车信息技术有限公司副总经理赵清宁以"高端装备制造业数字化转 型之路——认知与探索"为题，深入分析了制造业企业数字化转型面临的挑战与机遇。他强调，数字化 转型是一场深刻的认知与思维革命，企业管理者要将数字化能力深度融入核心业务，充分发挥数据的驱 动作用，推动实现企业价值体系的重构与创新。 百度集团副总裁袁佛玉以"效果涌现：AI ...

Core Insights - The first batch of leading intelligent factories in China has been officially announced, marking a significant leap from digitization and networking to intelligence in manufacturing [1][3] - The 15 leading intelligent factories span various industries, including equipment manufacturing, raw materials, electronic information, and consumer goods, indicating a comprehensive transformation in production methods and supply chains [3][5] - The penetration rate of artificial intelligence technology in these leading factories exceeds 70%, significantly higher than the 45% rate in previously cultivated excellent-level intelligent factories [4][10] Industry Transformation - The leading intelligent factories are expected to drive a comprehensive transformation in innovation paradigms, production methods, and supply chain structures, accelerating the establishment of new manufacturing systems based on data and models [3][15] - The average research and development cycle for products in excellent-level and leading factories has been reduced by 29% and 38% respectively, showcasing the substantial value of intelligent manufacturing [5][10] Technological Advancements - The implementation of AI and data-driven technologies has led to significant improvements in production efficiency, with product development cycles reduced from 420 days to 240 days and product introduction cycles cut from 40 days to 15 days [10][12] - The integration of AI with lean management systems in engine manufacturing has achieved near-zero defects in high-end engine production, demonstrating the effectiveness of smart technologies [12][14] Future Development - The Ministry of Industry and Information Technology plans to continue promoting the digital transformation of the manufacturing sector and develop intelligent manufacturing further [16][18] - There will be a focus on creating a high-end brand of "leading factories" that represent China's capabilities and possess global competitiveness, along with encouraging these factories to share advanced experiences and solutions [17][18]

Core Insights - The 14th China Innovation and Entrepreneurship Competition for Industrial Intelligent Bodies was held in Beijing, focusing on high-quality development and the establishment of innovation centers [3][4] - The Fengtai District released a service resource list and application scenario list to support the development of industrial intelligent bodies, including financial support and policy incentives [3][4] Group 1: Policy and Support - The service resource list includes core support in four areas: landing policies, ecosystem construction, professional services, and spatial carriers, with awards up to 3 million yuan and zero-rent space of 300 square meters for winning enterprises [3] - A total of 1.68 million square meters of policy-preferential industrial space is provided, including subsidies of up to 10 million yuan for park development [3] Group 2: Industry Collaboration - Multiple cooperation agreements were signed, marking a substantial phase in the collaborative innovation of the industrial intelligent body industry [4] - The first three innovation centers for industrial intelligent bodies in Fengtai were awarded, including Fengtai Innovation Center & Fengtai Century Incubator, Huaxia Happiness Innovation Center AI+ Industrial Park, and Guolian Digital Supply Chain Innovation Park [4] Group 3: Future Directions - Industrial intelligent bodies are seen as a key driver for cultivating new productive forces through deep integration of artificial intelligence and industry [4] - The Fengtai District plans to enhance the "government-industry-university-research-application-finance" collaborative ecosystem and provide one-on-one full-process services to promote the transformation of quality projects [4]

Core Insights - The 14th China Innovation and Entrepreneurship Competition focused on high-quality development of industrial intelligent entities, emphasizing the integration of digital economy and real economy [1][3][9] - The event attracted over 200 quality projects, with awards distributed across various categories, highlighting the competitive landscape in industrial innovation [3][4] Group 1: Event Overview - The event was held on November 19 at the Beijing Automobile Museum, co-hosted by the Ministry of Industry and Information Technology and the Fengtai District Government [3][7] - It aimed to promote technological innovation and application of industrial intelligent entities, addressing seven core areas including research design and quality control [3][4] Group 2: Awards and Recognition - A total of 2 first prizes, 4 second prizes, 12 third prizes, and 35 excellence awards were given out, showcasing the achievements of participating teams [3][4] - The winning teams included representatives from Nanjing University of Science and Technology and Metallurgical Automation Research and Design Institute [4] Group 3: Policy and Support Framework - Fengtai District has established a comprehensive industrial development system that includes policy support, scenario-driven initiatives, and ecological backing for innovation projects [3][5] - The district offers significant financial support, with winning enterprises eligible for up to 3 million yuan in funding and 300 square meters of rent-free space [5] Group 4: Application Scenarios and Collaborations - Thirteen application scenarios were identified, focusing on key industries such as rail transportation and intelligent manufacturing, addressing critical industry pain points [5][6] - Several collaboration agreements were signed between academic institutions and enterprises, marking a significant step towards industrial intelligent entity innovation [6] Group 5: Technological Advancements - The event featured the launch of an AI-enabled supply-demand matching platform, which has aggregated over 2,000 supply resources and facilitated more than 300 matches [9] - Discussions on the dual-driven approach of industrial intelligent entities and industrial internet platforms provided insights into diverse pathways for industry development [9]

Group 1 - The 14th China Innovation and Entrepreneurship Competition focused on high-quality development of industrial intelligent entities, with over 200 projects participating and awards distributed to top projects [1][2] - The event was co-hosted by the Ministry of Industry and Information Technology and the Fengtai District Government, emphasizing the integration of artificial intelligence with the real economy [1] - The first industrial large model and an AI-enabled new industrial supply-demand matching service platform were showcased, gathering over 2,000 supply resources and facilitating more than 300 supply-demand matches [1] Group 2 - Fengtai Park offers up to 3 million yuan in funding support and 300 square meters of "zero-rent space" to award-winning enterprises, along with 140,000 hours of domestic computing power and hardware validation platforms [2] - The application scenarios provided cover three major areas: rail transit equipment design and operation, high-speed rail intelligent operation, and intelligent manufacturing and logistics supply chain [2] - The Fengtai District has established a comprehensive industrial development system, aiming to support innovative projects throughout their lifecycle and enhance collaboration among government, industry, academia, research, and finance [2]

Core Insights - The 8th China International Import Expo (CIIE) is being held from November 5 to 10 in Shanghai, featuring participation from 155 countries and regions, with over 4,108 foreign enterprises exhibiting, marking a record exhibition area of over 430,000 square meters [1][2] - Siemens views the CIIE as a global sharing platform that fosters deep interaction between China and the world in industrial resonance, innovation integration, and ecological co-construction, especially significant in the current uncertain international environment and the rapid development of AI [1][2] - The next decade's growth opportunities in China are expected to arise from artificial intelligence, high-end intelligent manufacturing, and energy transition, with AI being a key driver for industrial upgrades and economic growth [1][7] Group 1: Siemens' Participation in CIIE - Siemens has participated in the CIIE since its inception in 2018, receiving over 400 delegations from various government levels and signing cooperation agreements with over 200 partners [2][3] - The expo serves as a platform for Siemens to showcase its latest innovations and explore new partnerships, contributing to the transformation of technological sparks into practical results for industrial upgrades [3][4] Group 2: AI and Industrial Transformation - Siemens aims to leverage the CIIE as an open cooperation platform to integrate AI deeply into industrial scenarios, enhancing China's digitalization and decarbonization processes [3][8] - The company emphasizes the importance of data-driven capabilities, deep integration of AI with industry knowledge, and collaborative ecosystem creation for the successful scaling of AI applications in the industrial sector [8][11] Group 3: China's Unique Industrial AI Pathway - China is developing a unique "Chinese-style industrial AI" pathway, driven by government foresight, a complete industrial system, and a proactive attitude from enterprises towards innovation and technology sharing [10][12] - The country possesses the world's most complete industrial system and a vast number of manufacturing enterprises, providing rich real-world scenarios and high-quality data for AI applications [10][12] Group 4: Future Expectations and Challenges - The transition from "automation" to "autonomy" in industrial AI is expected to revolutionize production modes, allowing for human and AI collaboration, where humans focus on strategic planning and decision-making [15] - Despite the potential, challenges such as high deployment costs, lack of skilled professionals, and technology maturity need to be addressed for widespread adoption of industrial AI [11][14]

Core Viewpoint - The Guangdong Provincial Government has introduced the "Action Plan for High-Quality Development of Manufacturing Empowered by Artificial Intelligence (2025-2027)" to enhance the integration of AI and manufacturing, aiming to create a globally influential demonstration zone for this integration [1]. Group 1: Key Supply Strengthening Measures - The first five measures focus on strengthening the key supply of industrial AI, targeting industries such as electronic information, smart home appliances, automotive, and robotics, with initiatives like "thousand models empowering hundred industries" [2]. - The plan includes the establishment of vertical large models and scenario-specific small models, along with the development of industrial data sets and knowledge databases [2]. - Policies like "computing power vouchers" will be implemented to reduce the computing power costs for enterprises [2]. Group 2: Promoting Large-Scale Application - Measures six to ten emphasize promoting the large-scale application of industrial AI, establishing a "diagnosis-transformation-promotion" system for manufacturing enterprises [2]. - The focus will be on creating detailed industry-specific guidelines and case studies to assist various enterprises in applying AI effectively [2]. Group 3: Building Support Systems - Measures eleven to thirteen concentrate on constructing a support system for industrial AI, promoting the establishment of AI application pilot bases in cities like Shenzhen and Dongguan [3]. - The plan encourages the creation of national-level digital transformation promotion centers and platforms for AI empowerment, large models, and industrial model supermarkets [3]. Group 4: Optimizing Element Guarantees - Measures fourteen to sixteen focus on optimizing the guarantees for industrial AI elements, including financial support through provincial and municipal funds [3]. - Financial institutions are encouraged to offer financing services for AI product development and application, creating a "Yue Smart Loan" brand matrix [3].