2025年9月23日，中国国际工业博览会在上海开幕。作为中科曙光（603019）的工业宣言，子公司曙光 网络第一次对外讲一个新词："算控安融合"。 按照官方的说法，这个词的意思是让计算、控制、安全三件事，从过去简单的"技术堆叠"，变成真正 的"系统协同"，协同，意味着人与人的合作，这个概念背后，要解决的是一个存在已久的难题。 一座工厂要实现智能化，绕不开两种工程师。 另一种是OT工程师，即自动化工程师，他们的世界与IT工程师截然不同，核心工具是PLC，一种专用 于工业现场的控制计算机，最高准则是稳定与可靠，遵循的是一套严谨的"工业逻辑"，对于IT工程师热 衷的"炫技"，他们的评价很直接："压根不上道"。 陈冰冰打过一个比方，OT工程师像汽车总装厂的装配工，负责把发动机、变速箱、底盘这些独立的"功 能模块"组装成一辆能上路跑的车，而那些模块，则是由IT工程师这样的专业人员开发的。 问题在于，过去很多年，"总装厂"和"部件厂"用的是两套图纸，讲的是两种语言。 OT工程师用ST语言和图形化工具进行"总装"，而IT工程师用C/C++开发"部件"，两边无法直接对话，导 致项目集成效率低下。陈冰冰自己就有过这种经历，因为 ...

Core Viewpoint - The article emphasizes the importance of self-controllable core technologies for industrial security, economic security, and national security as China transitions from a manufacturing powerhouse to an intelligent manufacturing leader [1] Group 1: Concept of Integration - The concept of "computing, control, and security integration" was introduced by Sugon Network at the Industrial Expo, aiming for self-sufficiency, safety, and sustainable development in Chinese industry [1] - The transition requires not only breakthroughs in individual technologies but also systematic innovation and changes in industrial philosophy [1] Group 2: Product-Level Implementation - Sugon Network's SugonRI platform significantly lowers the development threshold for industrial software and intelligent control, integrating AI and high-performance computing [2] - The SUNA industrial network traffic analysis platform addresses the "black box operation" issue in industrial networks, providing transparent governance solutions [2] - The domestically produced industrial simulation integrated machine offers strong computing power and AI capabilities, ensuring self-controllable and stable solutions for critical fields [2] - The edge AI computing platform focuses on intelligent operations at the edge, facilitating a paradigm shift from automation to intelligent control integration [2] Group 3: Ecosystem Collaboration - Sugon Network promotes a collaborative ecosystem through partner conferences, fostering a consensus on value co-creation and shared responsibilities [2] - The launch of the "Sugon Rui" developer community aims to create an open platform for learning, communication, and innovation, gathering developers' insights to enhance the domestic industrial software ecosystem [2] - The article highlights that only through collaborative innovation across the industrial chain can China gain a competitive advantage globally [2] Group 4: Strategic Commitment - Sugon Network is committed to a path of self-sufficiency and innovation, leading the charge in the integration of computing, control, and security [3] - The company expresses a willingness to collaborate with various partners to facilitate a true leap in China's industrial sector towards a digital and intelligent era [3]

Core Insights - The emergence of embodied intelligence robots at the 25th China International Industry Fair highlights the ongoing trend of "machine replacing human" due to labor shortages caused by aging populations and other factors [1][7] - The integration of AI into industrial robots is shifting from "single operation" to "super production teams," enhancing efficiency and flexibility in manufacturing processes [2][4] - The importance of calculating return on investment (ROI) for industrial robots is emphasized, as manufacturers prioritize cost-effectiveness and reliability in automation solutions [7][8] Group 1: Trends in Robotics - The trend of embodied intelligence robots is evolving towards "super production teams" that can handle multiple tasks and adapt quickly to changes in production lines [2][4] - AI vision technology is becoming a core driver for industrial robot applications, significantly improving processing times and product quality [6] - The domestic production rate of industrial robots in China has surpassed 50%, driven by advancements in core components and control technologies [13][17] Group 2: Challenges and Solutions - Despite high robot density in China, the development of industrial robots is lagging behind automation needs, with a significant portion of the workforce still reliant on manual labor [7] - The integration of AI in industrial settings raises safety concerns, necessitating the implementation of protective measures to prevent operational errors [9][10] - The need for reliable and flexible automation solutions is critical, as many factories struggle with the limitations of fully automated systems [8][15] Group 3: Future Directions - The concept of "calculating control and safety integration" is being introduced to enhance the reliability and safety of industrial robots [10][12] - The collaboration between various stakeholders in the robotics industry is essential for establishing safety standards and improving the overall functionality of robots [17] - The push for domestic production of robots is seen as a pathway to enhance safety, control, and autonomy in manufacturing processes [13][17]

Group 1: Event Overview - The 2025 China Industrial Expo is a significant event featuring over 3,000 global industrial participants, showcasing innovations across various industrial fields [1] - The expo highlights 392 exhibits categorized under five dimensions: "extreme large, extreme small, extreme light, extreme precise, and extreme intelligent" [1] Group 2: Semiconductor Industry Focus - The semiconductor chip sector is a key area of competition, with over 70 top global companies participating in the integrated circuit exhibition [2] - More than 90% of the exhibiting companies are national or provincial specialized and innovative enterprises, demonstrating China's growing strength in semiconductor technology [2] Group 3: Key Exhibitors and Innovations - Major exhibitors include companies across the entire integrated circuit supply chain, such as UNISOC, which is focusing on AI and mid-to-high-end markets with its T9100 chip [3][4] - The semiconductor materials sector is also highlighted, with companies like Zhongxin Jingyuan achieving significant sales milestones and expanding production capacity [4] Group 4: AI and Data Integration - The rise of AI is reshaping the semiconductor industry, emphasizing the need for effective data utilization and integration in smart manufacturing [6] - Companies like Sugon Network are introducing new concepts and products to enhance industrial safety and intelligence through AI [6][7] Group 5: Future Trends and Opportunities - The demand for customized chips, particularly ASICs, is expected to grow rapidly as AI workloads diversify [7][8] - Innovations in areas such as RISC-V architecture are anticipated to create new opportunities in processor design, driven by the needs of emerging technologies like smart wearables and autonomous driving [8]

在新一轮科技革命与产业变革交织演进的关键时期，制造业正经历一场深刻的基因重构。9月23日—9月27日，第二十五届中国国际工业博 览会（以下简称"工博会"）在沪举办，来自全球28个国家和地区的约3000家中外展商展出多项创新成果，近300项全球首发、近200项中国 首秀展品亮相。这场工业盛会既是全球制造业创新成果的"秀场"，也是洞察"AI+制造"如何渗透产业链、催生产业变革的"窗口"。 在海智在线展台，一款类似保温杯的胰岛素便携真空泵颇受关注。海智在线合伙人兼副总裁刘海涛接受证券时报记者采访时表示，该款产 品背后是AI赋能中小企业转型的故事。据介绍，海智在线AI工具"以图搜图&以图搜厂"可根据采购商图纸溯源到过去有过类似做法的案 例，以及具备相应生产能力的工厂。浙江宁波的一家生产保温杯内胆的小工厂，被该AI工具找出，接触到了航空航天领域高性能的储水装 备内胆的订单，并借此将自身拉伸工艺从"1:2.5"提升到了理论极限值"1:3.2"，实现行业和技术的双跃迁。之后，再次被该工具推送到医疗 器械行业，生产出了具备真空层的胰岛素注射液存储装置，将拉伸比提升到了"1:3.5"突破性水平，实现了行业与技术的二次突破。 据 ...