上海本菱由中国双菱集团投资组建，是一家集研发、设计、生产、销售于一体的国家级高新技术企业， 致力于电动汽车空调压缩机产品及碳中和、清洁能源、可再生能源等热门领域。凭借领先的技术与卓越 的品质，上海本菱的客户遍布全球，产品远销欧洲、美洲、东南亚、澳洲、南非等市场。 来源：美通社 浙江宁波2026年2月4日 /美通社/ -- 在智造浪潮奔涌之际，一场深度的战略合作正式启航。近日，上海本 菱新能源科技有限公司与中之杰智能，共同按下了德沃克OBF智能工厂项目的启动键。 破局之时：以智造应对时代挑战 项目的成功离不开双方深度的协同与合作。为此，上海本菱与中之杰智能共同建立了"高层引领、联合 办公、业务共创"的常态化协同机制，并组建了一支由双方业务骨干与技术专家构成的联合项目组。双 方将以"同一个团队，同一个目标"的理念并肩作战，确保每一个技术方案都能扎实落地，每一分投入都 能转化为实际价值。 在市场规模快速扩张的同时，上海本菱也正面临着成本控制、交付效率与技术迭代的三重压力。传统的 制造模式已触及天花板，建设数据驱动、实时协同的智能工厂，已成为上海本菱保持技术持续领先，实 上海本菱与中之杰智能的此次合作，是一次强强联合 ...

Group 1 - The core viewpoint of the report is that Guoyuan International has updated the revenue expectations for Harbin Electric (01133) and raised the target price to HKD 26.35, indicating a potential upside of 30.4% from the current price, while maintaining a "Buy" rating [1] Group 2 - The company expects a net profit of RMB 2.65 billion for the fiscal year 2025, which represents a year-on-year growth of approximately 57.2%, exceeding the previous profit forecast of RMB 2.5 billion [2] - The significant growth in net profit is attributed to increased operating revenue and improved product profitability, aligning with the expectation that high-value orders will gradually be released and that gross margins have room for improvement [2] - The updated revenue model reflects an increase in revenue expectations for 2026-2027, driven by strong order backlogs in hydropower and nuclear power, as well as the potential for export opportunities in hydropower equipment [2] - The flexibility transformation orders for thermal power are expected to gradually be released from the mid-term of the 14th Five-Year Plan [2] - Due to the better-than-expected net profit for 2025, the company has also raised the gross margin forecast for 2026-2027 to align more closely with industry averages [2]

Core Viewpoint - Dongfeng Lantu announced a comprehensive upgrade of the Yunfeng factory's core production line, aiming to achieve a production capacity of 60 vehicles per hour, with a combined capacity of 90 vehicles per hour for both the Lantu Golden Factory and Yunfeng Factory after the upgrade [1][3]. Group 1: Production Capacity and Upgrades - The upgrade will enable the Lantu factories to produce an average of one vehicle every 40 seconds, significantly enhancing production efficiency [1]. - The Yunfeng factory utilizes a 100% domestically produced new energy vehicle production line, integrating cutting-edge technologies such as 5G, artificial intelligence, and the Internet of Things throughout the production process [3]. - This upgrade represents a significant leap for Lantu in the fields of intelligent and digital manufacturing, laying a solid foundation for achieving sales targets in 2026 [3]. Group 2: Production Strategy and Market Response - Lantu has established a close alignment between production capacity and model advancement, initiating dual-shift production in July 2025, with both the Golden Factory and Yunfeng Factory operating in a coordinated manner [5]. - The efficient production layout has received positive market feedback, with Lantu delivering 150,169 vehicles in 2025, marking an 87% year-on-year increase [5]. - In 2026, Lantu plans to continue comprehensive upgrades across production, technology, products, and services to inject strong momentum into its development [6].

Core Viewpoint - The aviation travel industry in China is transitioning from a high-end choice to a common daily travel method due to the steady increase in national income, leading to a surge in demand for airline routes and capacity, particularly in the regional and low-cost aviation sectors, which is expected to drive the civil aircraft manufacturing market to reach a scale of 223.858 billion yuan by 2025, with a year-on-year growth of 16.2% [1][7]. Overview - Civil aircraft manufacturing refers to a series of industrial activities aimed at meeting non-military purposes such as civil aviation transport and general aviation operations, including aircraft design, parts production, assembly, testing, and delivery [2]. Market Policies - A series of supportive policies have been issued in recent years, including the "New Industrial Standardization Pilot Project Implementation Plan (2023-2035)" and "Guidance on Accelerating Digital Empowerment of Life Services," creating a favorable policy environment for the development of China's civil aircraft manufacturing industry [4]. Industry Chain - The upstream of the civil aircraft manufacturing industry includes suppliers of special rubber, aviation aluminum alloys, titanium alloys, high-temperature alloys, and carbon fiber composites, while the midstream consists of civil aircraft manufacturing enterprises, and the downstream focuses on aircraft applications and aftermarket services, including air transport, aircraft leasing, and maintenance [5]. Development Status - The civil aircraft manufacturing market is expected to reach a scale of 223.858 billion yuan by 2025, driven by the expansion of the aviation transport market and the growth of regional and low-cost airlines [7][8]. Competitive Landscape - The civil aircraft manufacturing industry is characterized by high capital, technology, policy, and market barriers, with Boeing and Airbus dominating the global market. However, domestic companies like COMAC and AVIC are gradually challenging this duopoly through policy support and market demand [9]. Development Trends 1. **Integration of Intelligent Manufacturing and Material Innovation**: The industry is moving towards intelligent manufacturing, utilizing technologies like digital twins and artificial intelligence to enhance production efficiency and precision [10]. 2. **Supply Chain Autonomy and Resilience**: The focus is on achieving self-sufficiency in core components and building a resilient supply chain to mitigate external disruptions [11]. 3. **Cross-Industry Integration and Green Transformation**: The integration of military and civilian technologies is expected to shorten R&D cycles, while the rise of urban air mobility and sustainable aviation fuels will drive a new manufacturing ecosystem [12].

据悉，该项目采用行业先进的制造工艺与环保技术，致力于生产节能、低噪、耐磨的高性能子午线轮 胎。新基地的建成投产，不仅大幅提升了企业产能与产品品质，也将进一步带动当地配套产业发展，对 怀远县壮大汽车零部件产业集群、推动制造业高质量发展具有重要意义。（谢勋章 杨晨羲） 1月16日，位于蚌埠怀远县的安徽艾斯顿轮胎有限公司新生产基地正式投产，预计年产3000万条高性能 子午线绿色轮胎的智能化产线也同步启动，标志着该企业完成整体搬迁与全面升级，迈入绿色化、智能 化融合发展新阶段，为怀远县汽车零部件产业链注入了强劲动能。 当天，在新落成的宽敞厂房内，智能化生产线有序运转，机械臂精准操作，一批批高性能绿色轮胎顺利 下线。现场机器轰鸣、人员忙碌，一派投产后的奋进景象。 "新基地的投产是企业从传统制造向高科技、绿色化、数字化转型的关键一步。"安徽艾斯顿轮胎有限公 司总经理潘博敏在投产仪式上介绍，未来，公司将在现有基础上，持续加大产学研投入，积极引进新技 术，增强企业在绿色轮胎制造领域的技术储备，为提升市场竞争力奠定坚实基础。 转自：新华财经 编辑：胡晨曦 ...

证券日报网讯1月15日，航天智造（300446）在互动平台回答投资者提问时表示，公司在中长期战略规 划中明确了公司的战略定位"植根航天，面向军民的智能装备与服务提供商"。公司将坚持融合化发展， 加快推进技术与应用向"航天+"、融合领域拓展，产品向电子化延伸，制造向智能化转变。 ...

（编辑 袁冠琳） 证券日报网1月15日讯 ，北方稀土在接受调研者提问时表示，公司控股子公司北方嘉轩主要从事永磁电 机的研发与制造，北方嘉轩的永磁技术解锁了更多节能场景："永磁半直驱改造"方案在系统、性能、节 能效果以及降低成本等方面具有绝对优势，高度契合国家高耗能设备淘汰政策，为皮带机升级提供新方 向；永磁外转子滚筒电机具有预测性维护、能源管理、协同控制、回收价值高等特性，减少突发故障对 生产的扰动，智能驱动器还能记准每度电消耗，是专为皮带输送打造的"电机－滚筒一体化"智能方案； 永磁智能直驱传动让工业传动模式在保持高效运行、降低故障风险、节能环保、节省安装空间的基础 上，还能完美适配液压站、水泵、粉磨、破碎、运输、搅拌、冷却等各类复杂工业场景。目前北方嘉轩 正在积极开拓市场，为实现智能化制造绿色化制造提供驱动力。公司主导完成的"低速大转矩稀土永磁 驱动电机系统的研发"获得中国钢铁工业协会、中国金属学会冶金科学技术奖三等奖。公司还搭建起国 内首条稀土盘式电机智能示范线，该示范线产出的3瓦稀土永磁轴向磁通电机仅有6毫米厚，较同类产品 体积减少60%、重量下降80%，且扭矩转速更高、能耗更小、寿命更长。可服务于消 ...

Group 1: Company Overview and Core Competencies - The company is a global leader in precision transmission components, with a strong market position in multiple segments, particularly in the automotive sector [3][4] - It has developed a comprehensive R&D and manufacturing capability across the entire supply chain, ensuring product quality and technological advancement [3][4] - The company has successfully transitioned into the humanoid robot sector, leveraging its existing technology and market position [3][4] Group 2: Strategic Transition to Robotics - The strategic shift from automotive precision transmission to humanoid robotics has yielded significant progress, including the establishment of a dedicated R&D team for robotic modules [4][5] - The company has achieved a production capacity of 100,000 sets for roller screws and is planning for a scalable production of 1 million sets [4][5] - Client validation has been successful, with initial samples provided to leading domestic and international humanoid robot manufacturers [5][11] Group 3: Future Plans and Market Positioning - The company aims to become a top global provider of intelligent transmission solutions, focusing on applications in humanoid robots, smart vehicles, and low-altitude aircraft [6][7] - Continuous investment in R&D is planned to enhance product precision and efficiency, particularly in electric cylinders and robotic systems [6][7] - The company is expanding its production capacity and global footprint, with investments in Thailand and partnerships with international distributors [6][7] Group 4: Product Development and Technological Advancements - The company has developed advanced grinding machines with improved precision, efficiency, and stability, enhancing production capabilities [8][9] - The second-generation grinding machines are expected to achieve a monthly capacity of 40 units by June 2026, supporting the production of precision screws [10] - The company has introduced a range of roller screws tailored for humanoid robots, with 17 product variations covering various joints [11][12] Group 5: Collaboration and Innovation - The partnership with Tsinghua University focuses on collaborative innovation in the development of modular platforms for automotive applications [15][16] - Tsinghua's role includes foundational research, subsystem development, and talent collaboration, enhancing the company's technological capabilities [16][17] - The collaboration aims to establish a sustainable and open technology system for intelligent chassis solutions [19][20]

Financing Information - Wuhan New Weiqi Technology Co., Ltd. has recently completed its first round of financing amounting to several tens of millions of yuan, primarily from the National Industrial Mother Machine Fund [1] - The funds will be used to enhance the heavy production capacity of ultra-large servo direct-drive electric screw presses and support R&D efforts, aiming to break existing capacity bottlenecks for the delivery of equipment exceeding 10,000 tons [1] Company Overview - Established in 1993, originally as a university-run enterprise of Huazhong University of Science and Technology, the company achieved industrialization in 2010 [1] - Headquartered in Wuhan, Hubei Province, the company specializes in servo direct-drive CNC electric screw presses and offers a complete range of precision forging equipment along with integrated solutions [1] - The company has developed proprietary ultra-large permanent magnet synchronous motor direct-drive technology, achieving international leading levels in precision, energy efficiency, and equipment stability [1] Product Applications - The company's products are widely used in the manufacturing of high-end forgings such as aircraft engine blades, gas turbine blades, and automotive steering knuckles, serving over 600 clients including domestic and international companies [3] - The company has expanded into overseas markets including Europe, Japan, India, and Southeast Asia, contributing to the localization of aerospace and new energy vehicle sectors [3] Market Potential - The forging industry is fundamental to high-end manufacturing sectors such as aerospace, new energy vehicles, and engineering machinery [4] - According to the China Forging Association, the total output of China's forging industry is expected to reach 13.793 million tons in 2024, maintaining its position as the world's largest producer and consumer of forgings [4] Company Performance - The company has maintained over 10% growth in recent years, having served more than 600 clients and delivered over 1,900 machines and nearly 200 automated production lines [5] - As a standard setter in the industry, the company has led the formulation of the first group standard for electric screw presses in China and holds over 70 patents [5] Team Background - Founded by Huang Shuhai, former president of Huazhong University of Science and Technology, the company has a strong technical foundation from the university's key laboratory in material forming and mold technology [6] - The chairman and general manager, Feng Yi, has been focused on core technology development since his master's and doctoral studies, leading the company's industrial transformation and operations since 2010 [6] Technological Advancements - The company's technological breakthrough lies in its self-developed motor technology, which eliminates reliance on suppliers like Siemens, allowing for continuous increases in equipment tonnage [7] - The company has delivered the world's largest 6,300-ton servo direct-drive CNC electric screw press and plans to deliver a 10,000-ton model next year [7] International Strategy - The company employs a dual outbound strategy, focusing on emerging markets like India and Southeast Asia while also successfully entering traditional industrial powerhouses such as Europe and Japan [8] - The company’s equipment offers advantages in cost-effectiveness and delivery speed, addressing challenges faced by overseas enterprises [8] Future Development Plans - The company is developing an AI intelligent system named "iMetal" for forging processes, aiming to digitize and smarten its accumulated process experience [9] - This initiative represents a shift from being merely a equipment provider to becoming a manufacturing service provider, which is seen as the core value for future industrial mother machine enterprises [9]

中经记者 李哲 惠州报道 12月22日，亿纬锂能（300014.SZ）"亿纬钠能总部和金源机器人AI中心"项目正式动工。 亿纬锂能方面表示，项目建成后将成为国内领先的钠电产业化以及AI和机器人创新应用融合基地。其 中，2GWh钠离子电池产能将有效填补市场供需缺口，推动储能、AIDC等场景规模化应用。 "这是一个新的时代，AI的时代，不是制造的时代。今年年底我们的销售额能够超过600亿元，2026年预 计将达到800亿元，我们的奋斗目标是1000亿元。"亿纬锂能董事长刘金成表示，面对AI时代全面到来的 产业变革，亿纬锂能顺势布局，一方面借助AI全面推动锂电池制造智能化升级，全力实现"机器人为机 器人造电池"的梦想；另一方面通过建设超大规模锂电池生产工厂，反向赋能AI技术产品迭代，二者相 辅相成。 钠电项目预计2027年试生产 根据亿纬锂能方面披露，在钠电板块，项目总投资约10亿元，规划总建筑面积约9万平方米，规划年产 能2GWh。 亿纬锂能中央研究院院长赵瑞瑞介绍，该项目生产的钠离子电池具备宽温域、高倍率、长寿命、高安全 性等优势，能提供安全绿色的电力供应，快速响应AIDC负荷变化，为场景运行提供稳定高效的储能 ...