摘要 亿纬钠能总部、金源机器人AI中心正式开工。 2025年12月22日，惠州仲恺高新区。亿纬锂能（维权）董事长刘金成博士在公司D区基地的动工仪式致辞中，谈到制造业与AI时代的关系。 这一调整不仅是物理空间的挪用，更是亿纬锂能战略逻辑的一次迁跃。 这家从50万元起步、即将迈入"千亿销售俱乐部"的电池巨头，正试图通过布局钠离子电池与AI机器人，完成从"电池制造商"向"全场景智能化方案供应 商"的身份置换。 在锂电业务重启高景气周期之际，亿纬锂能进一步试图通过掌控能源定义权与制造工具权来实现二次跨越。 亿纬锂能正不再满足于交付标准化的电池模组，而是试图输出一套涵盖能源方案与智能制造逻辑的"工业底座"。 钠电的战略底牌：能源安全、极端场景与"无痕"终局 在锂电池价格波动的周期中，钠电池常被市场视为锂电的廉价替补。 他认为当前市场对研发和创新的重视程度显著提升，并以GPU企业为例，指出"同样的销售规模，在AI相关领域可能对应更高的市值水平"，强调这是一个 更加看重技术和创造价值的时代。 身后的这片土地上，原本规划的是一座传统工厂，但经过长达三年的方案推演与自我推翻，最终落地为"亿纬钠能总部"和"金源机器人AI中心"。 ...

Core Viewpoint - JD Industrial has successfully transitioned from a loss of 1.269 billion yuan in 2022 to a net profit of 762 million yuan in 2024, showcasing a remarkable turnaround and strong growth potential in the industrial e-commerce sector [3][4]. Group 1: IPO and Market Reception - JD Industrial's IPO on the Hong Kong Stock Exchange raised approximately 2.827 billion HKD, with a public offering price set at 14.1 HKD per share [2]. - The offering received 72,234 valid applications, indicating a subscription rate of about 60.25 times the available shares, while international placements were oversubscribed by approximately 7.88 times [2]. Group 2: Financial Performance - The company achieved a net profit of 762 million yuan in 2024, a staggering increase of nearly 158 times compared to the previous year [3]. - In the first half of 2025, JD Industrial continued its strong performance with a net profit of 500 million yuan [4]. - The revenue compound annual growth rate (CAGR) over the past three years reached 20%, highlighting the company's ability to grow while achieving profitability [5]. Group 3: Business Model and Innovation - JD Industrial differentiates itself by utilizing a digital supply chain system called "Taipu," which emphasizes data flow over physical inventory movement, reducing costs and improving efficiency [7][8]. - The company has established a standardized product library, "Mercator," to streamline the procurement process and enhance operational efficiency [10]. - JD Industrial's "Taipu" system connects over 158,000 suppliers, transforming fragmented inventory into a cohesive network, thereby improving supply chain collaboration [11]. Group 4: Industry Impact and Future Prospects - JD Industrial aims to serve as a vital link in China's manufacturing supply chain, helping local industries connect with broader markets and optimize production based on real-time demand data [17]. - The company is also focused on supporting Chinese enterprises in establishing efficient supply chains overseas, exemplified by its "accompanying overseas" service [18]. - JD Industrial has ventured into AI with the launch of its industrial supply chain model "JoyIndustrial," aiming to revolutionize efficiency in the industrial sector [19][20].

Group 1 - The core focus of the event is on the latest breakthroughs in industrial AI, specifically the time series large model TPT 2, and its potential to reshape the future of process industries [1] - The event aims to explore how data can solve challenges in industrial production and discuss the empowerment of "Made in China" through AI technology [1] - The event features prominent economists and industry leaders, indicating a significant collaboration between technology and economic thought [3][5] Group 2 - The agenda includes a company visit and a closed-door seminar, highlighting the practical engagement with the technology and its implications for the industry [6] - Key figures involved in the event include the founder of Zhongkong Technology and the CEO of Sina Finance, showcasing the leadership and expertise present [3][7]